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-302
@@ -1,302 +0,0 @@
|
|||||||
kind: pipeline
|
|
||||||
type: docker
|
|
||||||
name: auto-deploy
|
|
||||||
|
|
||||||
trigger:
|
|
||||||
branch:
|
|
||||||
- dev
|
|
||||||
event:
|
|
||||||
- push
|
|
||||||
|
|
||||||
steps:
|
|
||||||
|
|
||||||
# ============================================================
|
|
||||||
# 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 "$$REPO" | tr '[:upper:]' '[:lower:]')"
|
|
||||||
|
|
||||||
IMAGE="harbor.lincpay:8082/lincpay/$$REPO:$${DRONE_BUILD_NUMBER}"
|
|
||||||
|
|
||||||
echo "=========================================="
|
|
||||||
echo "DOCKER BUILD & PUSH"
|
|
||||||
echo "=========================================="
|
|
||||||
echo "Repository : $$REPO"
|
|
||||||
echo "Build : $${DRONE_BUILD_NUMBER}"
|
|
||||||
echo "Image : $$IMAGE"
|
|
||||||
echo "=========================================="
|
|
||||||
|
|
||||||
# --------------------------------------------------------
|
|
||||||
# Harbor login
|
|
||||||
# --------------------------------------------------------
|
|
||||||
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 : $$IMAGE"
|
|
||||||
echo "Placement : node.labels.environment == dev2"
|
|
||||||
echo "=========================================="
|
|
||||||
|
|
||||||
|
|
||||||
# ========================================================
|
|
||||||
# VALIDATION
|
|
||||||
# ========================================================
|
|
||||||
|
|
||||||
if [ -z "$$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 : $$IMAGE"
|
|
||||||
|
|
||||||
|
|
||||||
# ========================================================
|
|
||||||
# HARBOR LOGIN
|
|
||||||
#
|
|
||||||
# Zaroori hai taaki --with-registry-auth worker node (dev2) ko
|
|
||||||
# valid Harbor credentials propagate kare — warna cross-node pull
|
|
||||||
# "No such image" / "no basic auth credentials" se fail hota hai.
|
|
||||||
# ========================================================
|
|
||||||
|
|
||||||
echo 'QVgW5QbqlKKtBU2dYApTY28Dd6J36GK3' | \
|
|
||||||
docker login harbor.lincpay:8082 \
|
|
||||||
-u 'robot$lincpay+drone' \
|
|
||||||
--password-stdin
|
|
||||||
|
|
||||||
|
|
||||||
# ========================================================
|
|
||||||
# EXISTING SERVICE
|
|
||||||
# ========================================================
|
|
||||||
|
|
||||||
if docker service ls --format '{{.Name}}' | grep -Fxq "$$SERVICE_NAME"; then
|
|
||||||
|
|
||||||
echo ""
|
|
||||||
echo "=========================================="
|
|
||||||
echo "EXISTING SERVICE"
|
|
||||||
echo "=========================================="
|
|
||||||
echo "Service: $$SERVICE_NAME"
|
|
||||||
|
|
||||||
|
|
||||||
# ------------------------------------------------------
|
|
||||||
# Check whether dev constraint already exists
|
|
||||||
# ------------------------------------------------------
|
|
||||||
|
|
||||||
CONSTRAINT_EXISTS=$$(docker service inspect "$$SERVICE_NAME" \
|
|
||||||
--format '{{range .Spec.TaskTemplate.Placement.Constraints}}{{println .}}{{end}}' \
|
|
||||||
| grep -Fx 'node.labels.environment == dev2' || true)
|
|
||||||
|
|
||||||
|
|
||||||
# ------------------------------------------------------
|
|
||||||
# Add constraint if missing
|
|
||||||
# ------------------------------------------------------
|
|
||||||
|
|
||||||
if [ -z "$$CONSTRAINT_EXISTS" ]; then
|
|
||||||
|
|
||||||
echo "Constraint missing."
|
|
||||||
echo "Adding: node.labels.environment == dev2"
|
|
||||||
|
|
||||||
docker service update \
|
|
||||||
--constraint-add 'node.labels.environment == dev2' \
|
|
||||||
"$$SERVICE_NAME"
|
|
||||||
|
|
||||||
else
|
|
||||||
|
|
||||||
echo "Constraint already exists."
|
|
||||||
|
|
||||||
fi
|
|
||||||
|
|
||||||
|
|
||||||
# ------------------------------------------------------
|
|
||||||
# Update image
|
|
||||||
# ------------------------------------------------------
|
|
||||||
|
|
||||||
echo "Updating service image..."
|
|
||||||
|
|
||||||
docker service update \
|
|
||||||
--image "$$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 "$$SERVICE_NAME" \
|
|
||||||
--network edge-network \
|
|
||||||
--replicas 1 \
|
|
||||||
--constraint 'node.labels.environment == dev2' \
|
|
||||||
--with-registry-auth \
|
|
||||||
--env-file /platform-env/global.env \
|
|
||||||
--env-file /platform-env/dev.env \
|
|
||||||
--label traefik.enable=true \
|
|
||||||
--label "traefik.docker.network=edge-network" \
|
|
||||||
--label "traefik.http.routers.$$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
|
|
||||||
|
|
||||||
+9
-2
@@ -31,6 +31,8 @@
|
|||||||
"@angular/localize/init"
|
"@angular/localize/init"
|
||||||
],
|
],
|
||||||
"assets": [
|
"assets": [
|
||||||
|
"src/favicon.ico",
|
||||||
|
"src/apple-touch-icon.png",
|
||||||
"src/assets/images/cbsnexora-favicon.svg",
|
"src/assets/images/cbsnexora-favicon.svg",
|
||||||
"src/robots.txt",
|
"src/robots.txt",
|
||||||
"src/manifest.json",
|
"src/manifest.json",
|
||||||
@@ -39,6 +41,11 @@
|
|||||||
"glob": "**/*",
|
"glob": "**/*",
|
||||||
"input": "node_modules/tinymce",
|
"input": "node_modules/tinymce",
|
||||||
"output": "assets/tinymce"
|
"output": "assets/tinymce"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"glob": "lottie.min.js",
|
||||||
|
"input": "node_modules/lottie-web/build/player",
|
||||||
|
"output": "assets/js"
|
||||||
}
|
}
|
||||||
],
|
],
|
||||||
"styles": [
|
"styles": [
|
||||||
@@ -69,8 +76,8 @@
|
|||||||
"budgets": [
|
"budgets": [
|
||||||
{
|
{
|
||||||
"type": "initial",
|
"type": "initial",
|
||||||
"maximumWarning": "15mb",
|
"maximumWarning": "18mb",
|
||||||
"maximumError": "17mb"
|
"maximumError": "20mb"
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
"type": "anyComponentStyle",
|
"type": "anyComponentStyle",
|
||||||
|
|||||||
Generated
+7
@@ -41,6 +41,7 @@
|
|||||||
"jspdf-autotable": "^5.0.2",
|
"jspdf-autotable": "^5.0.2",
|
||||||
"lightgallery": "^2.9.0",
|
"lightgallery": "^2.9.0",
|
||||||
"lodash": "4.17.23",
|
"lodash": "4.17.23",
|
||||||
|
"lottie-web": "^5.13.0",
|
||||||
"moment": "^2.29.4",
|
"moment": "^2.29.4",
|
||||||
"ngx-image-cropper": "^9.1.6",
|
"ngx-image-cropper": "^9.1.6",
|
||||||
"ngx-mat-select-search": "^8.0.2",
|
"ngx-mat-select-search": "^8.0.2",
|
||||||
@@ -18380,6 +18381,12 @@
|
|||||||
"url": "https://github.com/chalk/wrap-ansi?sponsor=1"
|
"url": "https://github.com/chalk/wrap-ansi?sponsor=1"
|
||||||
}
|
}
|
||||||
},
|
},
|
||||||
|
"node_modules/lottie-web": {
|
||||||
|
"version": "5.13.0",
|
||||||
|
"resolved": "https://registry.npmjs.org/lottie-web/-/lottie-web-5.13.0.tgz",
|
||||||
|
"integrity": "sha512-+gfBXl6sxXMPe8tKQm7qzLnUy5DUPJPKIyRHwtpCpyUEYjHYRJC/5gjUvdkuO2c3JllrPtHXH5UJJK8LRYl5yQ==",
|
||||||
|
"license": "MIT"
|
||||||
|
},
|
||||||
"node_modules/lru-cache": {
|
"node_modules/lru-cache": {
|
||||||
"version": "5.1.1",
|
"version": "5.1.1",
|
||||||
"resolved": "https://registry.npmjs.org/lru-cache/-/lru-cache-5.1.1.tgz",
|
"resolved": "https://registry.npmjs.org/lru-cache/-/lru-cache-5.1.1.tgz",
|
||||||
|
|||||||
+2
-1
@@ -15,7 +15,7 @@
|
|||||||
"ng": "ng",
|
"ng": "ng",
|
||||||
"build": "node version.js && npm run env -s && ng build --configuration production --output-hashing=none",
|
"build": "node version.js && npm run env -s && ng build --configuration production --output-hashing=none",
|
||||||
"build:prod": "node version.js && node --max-old-space-size=16384 ./node_modules/@angular/cli/bin/ng build --configuration production --output-hashing=none --base-href=/web-app/",
|
"build:prod": "node version.js && node --max-old-space-size=16384 ./node_modules/@angular/cli/bin/ng build --configuration production --output-hashing=none --base-href=/web-app/",
|
||||||
"start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.localhost.conf.js",
|
"start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=4096\" ng serve --proxy-config proxy.localhost.conf.js",
|
||||||
"start:share": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --host 0.0.0.0 --proxy-config proxy.localhost.conf.js",
|
"start:share": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --host 0.0.0.0 --proxy-config proxy.localhost.conf.js",
|
||||||
"start:demo": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.conf.js",
|
"start:demo": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.conf.js",
|
||||||
"serve:dev": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --source-map --proxy-config proxy.localhost.conf.js",
|
"serve:dev": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --source-map --proxy-config proxy.localhost.conf.js",
|
||||||
@@ -71,6 +71,7 @@
|
|||||||
"jspdf-autotable": "^5.0.2",
|
"jspdf-autotable": "^5.0.2",
|
||||||
"lightgallery": "^2.9.0",
|
"lightgallery": "^2.9.0",
|
||||||
"lodash": "4.17.23",
|
"lodash": "4.17.23",
|
||||||
|
"lottie-web": "^5.13.0",
|
||||||
"moment": "^2.29.4",
|
"moment": "^2.29.4",
|
||||||
"ngx-image-cropper": "^9.1.6",
|
"ngx-image-cropper": "^9.1.6",
|
||||||
"ngx-mat-select-search": "^8.0.2",
|
"ngx-mat-select-search": "^8.0.2",
|
||||||
|
|||||||
+6
-15
@@ -16,6 +16,7 @@ import { AccountingService } from '../../accounting.service';
|
|||||||
import { GLAccount } from 'app/shared/models/general.model';
|
import { GLAccount } from 'app/shared/models/general.model';
|
||||||
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
import { accountOptionsForActivity } from '../financial-activity-account-options';
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Create financial activity mapping component.
|
* Create financial activity mapping component.
|
||||||
@@ -87,21 +88,11 @@ export class CreateFinancialActivityMappingComponent implements OnInit {
|
|||||||
*/
|
*/
|
||||||
setGlAccountData() {
|
setGlAccountData() {
|
||||||
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
||||||
switch (financialActivityId) {
|
this.glAccountData = accountOptionsForActivity(
|
||||||
case 100:
|
this.financialActivityData,
|
||||||
case 101:
|
financialActivityId,
|
||||||
case 102:
|
this.glAccountOptions
|
||||||
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;
|
|
||||||
}
|
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
+6
-15
@@ -16,6 +16,7 @@ import { AccountingService } from '../../accounting.service';
|
|||||||
import { GLAccount } from 'app/shared/models/general.model';
|
import { GLAccount } from 'app/shared/models/general.model';
|
||||||
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
import { accountOptionsForActivity } from '../financial-activity-account-options';
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Edit financial activity mapping component.
|
* Edit financial activity mapping component.
|
||||||
@@ -98,21 +99,11 @@ export class EditFinancialActivityMappingComponent implements OnInit {
|
|||||||
*/
|
*/
|
||||||
setGLAccountData() {
|
setGLAccountData() {
|
||||||
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
||||||
switch (financialActivityId) {
|
this.glAccountData = accountOptionsForActivity(
|
||||||
case 100:
|
this.financialActivityData,
|
||||||
case 101:
|
financialActivityId,
|
||||||
case 102:
|
this.glAccountOptions
|
||||||
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;
|
|
||||||
}
|
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -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`] ?? [];
|
||||||
|
}
|
||||||
@@ -279,7 +279,7 @@
|
|||||||
<div class="gl-fgroup">
|
<div class="gl-fgroup">
|
||||||
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> From Date</label>
|
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> From Date</label>
|
||||||
<mat-form-field appearance="outline" class="gl-ffield">
|
<mat-form-field appearance="outline" class="gl-ffield">
|
||||||
<input matInput [matDatepicker]="dpFrom" [min]="minDate" [max]="maxDate" [formControl]="transactionDateFrom" />
|
<input matInput [matDatepicker]="dpFrom" [min]="minDate" [formControl]="transactionDateFrom" />
|
||||||
<mat-datepicker-toggle matSuffix [for]="dpFrom"></mat-datepicker-toggle>
|
<mat-datepicker-toggle matSuffix [for]="dpFrom"></mat-datepicker-toggle>
|
||||||
<mat-datepicker #dpFrom></mat-datepicker>
|
<mat-datepicker #dpFrom></mat-datepicker>
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
@@ -288,7 +288,7 @@
|
|||||||
<div class="gl-fgroup">
|
<div class="gl-fgroup">
|
||||||
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> To Date</label>
|
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> To Date</label>
|
||||||
<mat-form-field appearance="outline" class="gl-ffield">
|
<mat-form-field appearance="outline" class="gl-ffield">
|
||||||
<input matInput [matDatepicker]="dpTo" [min]="minDate" [max]="maxDate" [formControl]="transactionDateTo" />
|
<input matInput [matDatepicker]="dpTo" [min]="minDate" [formControl]="transactionDateTo" />
|
||||||
<mat-datepicker-toggle matSuffix [for]="dpTo"></mat-datepicker-toggle>
|
<mat-datepicker-toggle matSuffix [for]="dpTo"></mat-datepicker-toggle>
|
||||||
<mat-datepicker #dpTo></mat-datepicker>
|
<mat-datepicker #dpTo></mat-datepicker>
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
@@ -353,13 +353,7 @@
|
|||||||
<div class="gl-fgroup">
|
<div class="gl-fgroup">
|
||||||
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted From</label>
|
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted From</label>
|
||||||
<mat-form-field appearance="outline" class="gl-ffield">
|
<mat-form-field appearance="outline" class="gl-ffield">
|
||||||
<input
|
<input matInput [matDatepicker]="dpSubFrom" [min]="minDate" [formControl]="submittedOnDateFrom" />
|
||||||
matInput
|
|
||||||
[matDatepicker]="dpSubFrom"
|
|
||||||
[min]="minDate"
|
|
||||||
[max]="maxDate"
|
|
||||||
[formControl]="submittedOnDateFrom"
|
|
||||||
/>
|
|
||||||
<mat-datepicker-toggle matSuffix [for]="dpSubFrom"></mat-datepicker-toggle>
|
<mat-datepicker-toggle matSuffix [for]="dpSubFrom"></mat-datepicker-toggle>
|
||||||
<mat-datepicker #dpSubFrom></mat-datepicker>
|
<mat-datepicker #dpSubFrom></mat-datepicker>
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
@@ -368,7 +362,7 @@
|
|||||||
<div class="gl-fgroup">
|
<div class="gl-fgroup">
|
||||||
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted To</label>
|
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted To</label>
|
||||||
<mat-form-field appearance="outline" class="gl-ffield">
|
<mat-form-field appearance="outline" class="gl-ffield">
|
||||||
<input matInput [matDatepicker]="dpSubTo" [min]="minDate" [max]="maxDate" [formControl]="submittedOnDateTo" />
|
<input matInput [matDatepicker]="dpSubTo" [min]="minDate" [formControl]="submittedOnDateTo" />
|
||||||
<mat-datepicker-toggle matSuffix [for]="dpSubTo"></mat-datepicker-toggle>
|
<mat-datepicker-toggle matSuffix [for]="dpSubTo"></mat-datepicker-toggle>
|
||||||
<mat-datepicker #dpSubTo></mat-datepicker>
|
<mat-datepicker #dpSubTo></mat-datepicker>
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
@@ -539,7 +533,7 @@
|
|||||||
</div>
|
</div>
|
||||||
|
|
||||||
<div class="gl-table-shell">
|
<div class="gl-table-shell">
|
||||||
<mat-table [dataSource]="dataSource" matSort class="gl-mat-table">
|
<mat-table [dataSource]="dataSource" matSort matSortActive="id" matSortDirection="desc" class="gl-mat-table">
|
||||||
<!-- #ID -->
|
<!-- #ID -->
|
||||||
<ng-container matColumnDef="id">
|
<ng-container matColumnDef="id">
|
||||||
<mat-header-cell *matHeaderCellDef mat-sort-header class="gl-th">#</mat-header-cell>
|
<mat-header-cell *matHeaderCellDef mat-sort-header class="gl-th">#</mat-header-cell>
|
||||||
|
|||||||
@@ -90,7 +90,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
|
|||||||
|
|
||||||
// ── Misc ──────────────────────────────────────────────────────────────────
|
// ── Misc ──────────────────────────────────────────────────────────────────
|
||||||
minDate = new Date(2000, 0, 1);
|
minDate = new Date(2000, 0, 1);
|
||||||
maxDate = new Date();
|
maxDate: Date = null;
|
||||||
/** Accounting features switched off for this installation — see disabled-features.ts. */
|
/** Accounting features switched off for this installation — see disabled-features.ts. */
|
||||||
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
||||||
|
|
||||||
@@ -208,7 +208,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
|
|||||||
}
|
}
|
||||||
|
|
||||||
ngOnInit() {
|
ngOnInit() {
|
||||||
this.maxDate = this.settingsService.businessDate;
|
this.maxDate = null;
|
||||||
this.paginator.pageSize = 10;
|
this.paginator.pageSize = 10;
|
||||||
this.restoreState();
|
this.restoreState();
|
||||||
this.setFilteredOffices();
|
this.setFilteredOffices();
|
||||||
|
|||||||
@@ -11,6 +11,14 @@ import { Routes, RouterModule } from '@angular/router';
|
|||||||
|
|
||||||
import { Route } from '../core/route/route.service';
|
import { Route } from '../core/route/route.service';
|
||||||
import { AccountsListComponent } from './accounts-list/accounts-list.component';
|
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 = [
|
const routes: Routes = [
|
||||||
Route.withShell([
|
Route.withShell([
|
||||||
@@ -41,6 +49,59 @@ const routes: Routes = [
|
|||||||
title: 'Recurring Deposit Accounts',
|
title: 'Recurring Deposit Accounts',
|
||||||
breadcrumb: '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' }
|
||||||
|
}
|
||||||
|
]
|
||||||
}
|
}
|
||||||
]
|
]
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -74,6 +74,22 @@ export class AccountsService {
|
|||||||
return this.http.get('/fixeddepositaccounts', { params: httpParams });
|
return this.http.get('/fixeddepositaccounts', { params: httpParams });
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* FD Dashboard's data source: every ACTIVE FD, id/account/client/product identity, maturity date
|
||||||
|
* and deposit/maturity amounts only. Deliberately a separate, narrow endpoint rather than
|
||||||
|
* getFixedDepositAccounts() above -- that one's backend query joins in six more tables (audit
|
||||||
|
* who-did-what-when, currency, tax group) an unbounded dashboard fetch does not need, over columns
|
||||||
|
* that had no index until this feature added one (see backend migration 0571).
|
||||||
|
*/
|
||||||
|
getFixedDepositMaturityDashboard(): Observable<any> {
|
||||||
|
return this.http.get('/fixeddepositaccounts/maturity-dashboard');
|
||||||
|
}
|
||||||
|
|
||||||
|
/** RD Dashboard: running RDs with their installment position, closures and penalty income for the month. */
|
||||||
|
getRecurringDepositDashboard(): Observable<any> {
|
||||||
|
return this.http.get('/recurringdepositaccounts/dashboard');
|
||||||
|
}
|
||||||
|
|
||||||
getRecurringDepositAccounts(params: AccountListParams = {}): Observable<any> {
|
getRecurringDepositAccounts(params: AccountListParams = {}): Observable<any> {
|
||||||
let httpParams = new HttpParams()
|
let httpParams = new HttpParams()
|
||||||
.set('paged', 'true')
|
.set('paged', 'true')
|
||||||
|
|||||||
@@ -34,6 +34,17 @@ export class AmlService {
|
|||||||
return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes });
|
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 ═══
|
// ═══ Recurring-alert review queue ═══
|
||||||
|
|
||||||
/**
|
/**
|
||||||
@@ -141,4 +152,38 @@ export class AmlService {
|
|||||||
getRiskCategoryHistory(clientId: number): Observable<any[]> {
|
getRiskCategoryHistory(clientId: number): Observable<any[]> {
|
||||||
return this.http.get<any[]>(`/clients/${clientId}/risk-category-history`);
|
return this.http.get<any[]>(`/clients/${clientId}/risk-category-history`);
|
||||||
}
|
}
|
||||||
|
|
||||||
|
// ═══ Risk-category changes (maker-checker) ═══
|
||||||
|
//
|
||||||
|
// The rating decides how often a customer is re-KYC'd and what AML thresholds apply to them, so
|
||||||
|
// it moves only once a checker agrees rather than on one officer's say-so.
|
||||||
|
|
||||||
|
/** @param requestedCategory 1 Low, 2 Medium, 3 High */
|
||||||
|
requestRiskChange(clientId: number, requestedCategory: number, reason: string): Observable<any> {
|
||||||
|
return this.http.post('/aml/risk-change-requests', { clientId, requestedCategory, reason });
|
||||||
|
}
|
||||||
|
|
||||||
|
getRiskChangeRequests(status?: string): Observable<any[]> {
|
||||||
|
const params = status ? new HttpParams().set('status', status) : undefined;
|
||||||
|
return this.http.get<any[]>('/aml/risk-change-requests', { params });
|
||||||
|
}
|
||||||
|
|
||||||
|
approveRiskChange(requestId: number): Observable<any> {
|
||||||
|
return this.http.post(`/aml/risk-change-requests/${requestId}/approve`, {});
|
||||||
|
}
|
||||||
|
|
||||||
|
rejectRiskChange(requestId: number, rejectionReason: string): Observable<any> {
|
||||||
|
return this.http.post(`/aml/risk-change-requests/${requestId}/reject`, { rejectionReason });
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The latest behaviour window for each customer, as the nightly job computed it.
|
||||||
|
*
|
||||||
|
* One row per customer carrying the review period's figures and the rating they suggest. The Risk Review report
|
||||||
|
* prefers these over its own per-alert reckoning, because a rating describes a period rather than the handful of
|
||||||
|
* transactions that happened to trip a rule.
|
||||||
|
*/
|
||||||
|
getBehaviourWindows(): Observable<any[]> {
|
||||||
|
return this.http.get<any[]>('/risk-review/behaviour-windows');
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -63,6 +63,8 @@ import { CfcfrmsModule } from './cfcfrms/cfcfrms.module';
|
|||||||
import { BankCalendarModule } from './bank-calendar/bank-calendar.module';
|
import { BankCalendarModule } from './bank-calendar/bank-calendar.module';
|
||||||
import { DeafModule } from './deaf/deaf.module';
|
import { DeafModule } from './deaf/deaf.module';
|
||||||
import { SavingsDailyInterestModule } from './savings-daily-interest/savings-daily-interest.module';
|
import { SavingsDailyInterestModule } from './savings-daily-interest/savings-daily-interest.module';
|
||||||
|
import { FdDashboardModule } from './fd-dashboard/fd-dashboard.module';
|
||||||
|
import { RdDashboardModule } from './rd-dashboard/rd-dashboard.module';
|
||||||
import { DicgcModule } from './dicgc/dicgc.module';
|
import { DicgcModule } from './dicgc/dicgc.module';
|
||||||
import { FiuModule } from './fiu/fiu.module';
|
import { FiuModule } from './fiu/fiu.module';
|
||||||
import { GlReportsModule } from './gl-reports/gl-reports.module';
|
import { GlReportsModule } from './gl-reports/gl-reports.module';
|
||||||
@@ -95,6 +97,7 @@ import { TokenInterceptor as ZitadelTokenInterceptor } from './zitadel/token.int
|
|||||||
import { AuthService } from './zitadel/auth.service';
|
import { AuthService } from './zitadel/auth.service';
|
||||||
import { environment } from '../environments/environment';
|
import { environment } from '../environments/environment';
|
||||||
import { CallbackComponent } from './zitadel/callback/callback.component';
|
import { CallbackComponent } from './zitadel/callback/callback.component';
|
||||||
|
import { LoadingScreenComponent } from './shared/loading-screen/loading-screen.component';
|
||||||
import { OAuthModule } from 'angular-oauth2-oidc';
|
import { OAuthModule } from 'angular-oauth2-oidc';
|
||||||
|
|
||||||
export class CustomMissingTranslationHandler implements MissingTranslationHandler {
|
export class CustomMissingTranslationHandler implements MissingTranslationHandler {
|
||||||
@@ -176,6 +179,8 @@ export function HttpLoaderFactory(http: HttpClient) {
|
|||||||
BankCalendarModule,
|
BankCalendarModule,
|
||||||
DeafModule,
|
DeafModule,
|
||||||
SavingsDailyInterestModule,
|
SavingsDailyInterestModule,
|
||||||
|
FdDashboardModule,
|
||||||
|
RdDashboardModule,
|
||||||
DicgcModule,
|
DicgcModule,
|
||||||
FiuModule,
|
FiuModule,
|
||||||
GlReportsModule,
|
GlReportsModule,
|
||||||
@@ -193,6 +198,7 @@ export function HttpLoaderFactory(http: HttpClient) {
|
|||||||
AppRoutingModule,
|
AppRoutingModule,
|
||||||
NotFoundComponent,
|
NotFoundComponent,
|
||||||
CallbackComponent,
|
CallbackComponent,
|
||||||
|
LoadingScreenComponent,
|
||||||
OAuthModule.forRoot()
|
OAuthModule.forRoot()
|
||||||
],
|
],
|
||||||
providers: [
|
providers: [
|
||||||
|
|||||||
@@ -44,8 +44,11 @@
|
|||||||
<div class="cal-stat sat2nd4th">
|
<div class="cal-stat sat2nd4th">
|
||||||
<fa-icon icon="calendar-times" class="cal-stat__icon"></fa-icon>
|
<fa-icon icon="calendar-times" class="cal-stat__icon"></fa-icon>
|
||||||
<div class="cal-stat__info">
|
<div class="cal-stat__info">
|
||||||
<div class="cal-stat__value">{{ overallStats.sat2nd4th }}</div>
|
<div class="cal-stat__value">{{ overallStats.sat2nd4th + overallStats.weeklyOff }}</div>
|
||||||
<div class="cal-stat__label">2nd & 4th Sat</div>
|
<div class="cal-stat__label">
|
||||||
|
{{ saturdayIsWorkingDay ? '2nd & 4th Sat' : 'Saturdays'
|
||||||
|
}}{{ overallStats.weeklyOff > 0 ? ' / Weekly Off' : '' }}
|
||||||
|
</div>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
<div class="cal-stat holidays">
|
<div class="cal-stat holidays">
|
||||||
@@ -69,7 +72,11 @@
|
|||||||
<div class="cal-legend__items">
|
<div class="cal-legend__items">
|
||||||
<div class="cal-legend__item"><span class="cal-legend__dot working"></span> Working Day</div>
|
<div class="cal-legend__item"><span class="cal-legend__dot working"></span> Working Day</div>
|
||||||
<div class="cal-legend__item"><span class="cal-legend__dot sunday"></span> Sunday</div>
|
<div class="cal-legend__item"><span class="cal-legend__dot sunday"></span> Sunday</div>
|
||||||
<div class="cal-legend__item"><span class="cal-legend__dot sat2nd4th"></span> 2nd / 4th Saturday</div>
|
<div class="cal-legend__item">
|
||||||
|
<span class="cal-legend__dot sat2nd4th"></span>
|
||||||
|
{{ saturdayIsWorkingDay ? '2nd / 4th Saturday' : 'Saturday'
|
||||||
|
}}{{ overallStats.weeklyOff > 0 ? ' / Weekly Off' : '' }}
|
||||||
|
</div>
|
||||||
<div class="cal-legend__item"><span class="cal-legend__dot holiday"></span> Holiday</div>
|
<div class="cal-legend__item"><span class="cal-legend__dot holiday"></span> Holiday</div>
|
||||||
<div class="cal-legend__item"><span class="cal-legend__dot today"></span> Today</div>
|
<div class="cal-legend__item"><span class="cal-legend__dot today"></span> Today</div>
|
||||||
</div>
|
</div>
|
||||||
@@ -319,7 +326,9 @@
|
|||||||
[class.cal-grid__day--other]="!day.isCurrentMonth"
|
[class.cal-grid__day--other]="!day.isCurrentMonth"
|
||||||
[class.cal-grid__day--today]="day.isToday"
|
[class.cal-grid__day--today]="day.isToday"
|
||||||
[class.cal-grid__day--sunday]="day.isSunday && day.isCurrentMonth"
|
[class.cal-grid__day--sunday]="day.isSunday && day.isCurrentMonth"
|
||||||
[class.cal-grid__day--sat2nd4th]="(day.is2ndSaturday || day.is4thSaturday) && day.isCurrentMonth"
|
[class.cal-grid__day--sat2nd4th]="
|
||||||
|
(day.is2ndSaturday || day.is4thSaturday || day.isWeeklyOff) && day.isCurrentMonth
|
||||||
|
"
|
||||||
[class.cal-grid__day--holiday]="day.isHoliday && day.isCurrentMonth"
|
[class.cal-grid__day--holiday]="day.isHoliday && day.isCurrentMonth"
|
||||||
[class.cal-grid__day--working]="day.isWorking && day.isCurrentMonth"
|
[class.cal-grid__day--working]="day.isWorking && day.isCurrentMonth"
|
||||||
[matTooltip]="
|
[matTooltip]="
|
||||||
@@ -328,9 +337,11 @@
|
|||||||
? '2nd Saturday Off'
|
? '2nd Saturday Off'
|
||||||
: day.is4thSaturday
|
: day.is4thSaturday
|
||||||
? '4th Saturday Off'
|
? '4th Saturday Off'
|
||||||
: day.isSunday && day.isCurrentMonth
|
: day.isWeeklyOff && day.isCurrentMonth
|
||||||
? 'Sunday'
|
? weekDays[day.dayOfWeek] + ' Off (Working Days)'
|
||||||
: '')
|
: day.isSunday && day.isCurrentMonth
|
||||||
|
? 'Sunday'
|
||||||
|
: '')
|
||||||
"
|
"
|
||||||
>
|
>
|
||||||
{{ day.isCurrentMonth ? day.date : '' }}
|
{{ day.isCurrentMonth ? day.date : '' }}
|
||||||
@@ -343,10 +354,15 @@
|
|||||||
@if (month.holidays > 0) {
|
@if (month.holidays > 0) {
|
||||||
<span class="summary-tag holiday">{{ month.holidays }} Holiday{{ month.holidays > 1 ? 's' : '' }}</span>
|
<span class="summary-tag holiday">{{ month.holidays }} Holiday{{ month.holidays > 1 ? 's' : '' }}</span>
|
||||||
}
|
}
|
||||||
<span class="summary-tag sun">{{ month.sundays }} Sun</span>
|
@if (month.sundays > 0) {
|
||||||
|
<span class="summary-tag sun">{{ month.sundays }} Sun</span>
|
||||||
|
}
|
||||||
@if (month.secondFourthSat > 0) {
|
@if (month.secondFourthSat > 0) {
|
||||||
<span class="summary-tag sat">{{ month.secondFourthSat }} Sat Off</span>
|
<span class="summary-tag sat">{{ month.secondFourthSat }} Sat Off</span>
|
||||||
}
|
}
|
||||||
|
@if (month.weeklyOff > 0) {
|
||||||
|
<span class="summary-tag sat">{{ month.weeklyOff }} Weekly Off</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -63,6 +63,8 @@ interface CalendarDay {
|
|||||||
isSunday: boolean;
|
isSunday: boolean;
|
||||||
is2ndSaturday: boolean;
|
is2ndSaturday: boolean;
|
||||||
is4thSaturday: boolean;
|
is4thSaturday: boolean;
|
||||||
|
/** Off every week because Admin > Working Days leaves this weekday out (Sunday aside). */
|
||||||
|
isWeeklyOff: boolean;
|
||||||
holidayName?: string;
|
holidayName?: string;
|
||||||
dayOfWeek: number; // 0=Sun, 6=Sat
|
dayOfWeek: number; // 0=Sun, 6=Sat
|
||||||
}
|
}
|
||||||
@@ -76,9 +78,23 @@ interface MonthData {
|
|||||||
nonWorkingDays: number;
|
nonWorkingDays: number;
|
||||||
holidays: number;
|
holidays: number;
|
||||||
sundays: number;
|
sundays: number;
|
||||||
|
/** Saturdays off: the 2nd and 4th when Saturday is a working day, every one when it is not. */
|
||||||
secondFourthSat: number;
|
secondFourthSat: number;
|
||||||
|
/** Other weekdays off every week because Working Days leaves them out. */
|
||||||
|
weeklyOff: number;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** Weekday codes in Date#getDay() order, as used by the /workingdays recurrence (BYDAY=MO,TU,...). */
|
||||||
|
const DAY_CODES = [
|
||||||
|
'SU',
|
||||||
|
'MO',
|
||||||
|
'TU',
|
||||||
|
'WE',
|
||||||
|
'TH',
|
||||||
|
'FR',
|
||||||
|
'SA'
|
||||||
|
];
|
||||||
|
|
||||||
@Component({
|
@Component({
|
||||||
selector: 'mifosx-bank-calendar',
|
selector: 'mifosx-bank-calendar',
|
||||||
templateUrl: './bank-calendar.component.html',
|
templateUrl: './bank-calendar.component.html',
|
||||||
@@ -118,7 +134,7 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
];
|
];
|
||||||
workingDaysConfig: string[] = [];
|
workingDaysConfig: string[] = [];
|
||||||
holidays: any[] = [];
|
holidays: any[] = [];
|
||||||
overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, totalDays: 0 };
|
overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, weeklyOff: 0, totalDays: 0 };
|
||||||
|
|
||||||
// ───── Holiday list (office-wise) ─────
|
// ───── Holiday list (office-wise) ─────
|
||||||
offices: OfficeLite[] = [];
|
offices: OfficeLite[] = [];
|
||||||
@@ -202,7 +218,8 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
}
|
}
|
||||||
|
|
||||||
private loadWorkingDays() {
|
private loadWorkingDays() {
|
||||||
// Default Indian banking working days: Mon-Sat (Sun off, 2nd & 4th Sat off)
|
// Default Indian banking working days: Mon-Sat (Sun off, 2nd & 4th Sat off), used until
|
||||||
|
// Admin > Working Days answers, or if it cannot be read.
|
||||||
this.workingDaysConfig = [
|
this.workingDaysConfig = [
|
||||||
'MO',
|
'MO',
|
||||||
'TU',
|
'TU',
|
||||||
@@ -215,6 +232,19 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
this.buildCalendar();
|
this.buildCalendar();
|
||||||
this.rebuildHolidayRows();
|
this.rebuildHolidayRows();
|
||||||
|
|
||||||
|
// The calendar has to agree with Admin > Working Days: a weekday unticked there is off every
|
||||||
|
// week here too.
|
||||||
|
this.organizationService.getWorkingDays().subscribe({
|
||||||
|
next: (data: any) => {
|
||||||
|
const configured = this.parseWorkingDays(data?.recurrence);
|
||||||
|
if (configured.length > 0) {
|
||||||
|
this.workingDaysConfig = configured;
|
||||||
|
this.buildCalendar();
|
||||||
|
}
|
||||||
|
},
|
||||||
|
error: () => {}
|
||||||
|
});
|
||||||
|
|
||||||
// Pull offices then fan-out a per-office holiday fetch so each office's
|
// Pull offices then fan-out a per-office holiday fetch so each office's
|
||||||
// calendar entries are surfaced in the list panel (calendar grid still
|
// calendar entries are surfaced in the list panel (calendar grid still
|
||||||
// unions everything for the year-at-a-glance view).
|
// unions everything for the year-at-a-glance view).
|
||||||
@@ -273,6 +303,23 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** Weekday codes out of a recurrence such as "FREQ=WEEKLY;INTERVAL=1;BYDAY=MO,TU,WE,TH,FR". */
|
||||||
|
private parseWorkingDays(recurrence: string | undefined): string[] {
|
||||||
|
const byDay = /BYDAY=([^;]*)/.exec(recurrence || '');
|
||||||
|
if (!byDay) {
|
||||||
|
return [];
|
||||||
|
}
|
||||||
|
return byDay[1]
|
||||||
|
.split(',')
|
||||||
|
.map((d) => d.trim().toUpperCase())
|
||||||
|
.filter((d) => DAY_CODES.includes(d));
|
||||||
|
}
|
||||||
|
|
||||||
|
/** True when Admin > Working Days counts Saturday as a working day (so only the 2nd and 4th are off). */
|
||||||
|
get saturdayIsWorkingDay(): boolean {
|
||||||
|
return this.workingDaysConfig.includes('SA');
|
||||||
|
}
|
||||||
|
|
||||||
/** Flatten the holidays array into a presentable list with office labels. */
|
/** Flatten the holidays array into a presentable list with office labels. */
|
||||||
private rebuildHolidayRows(): void {
|
private rebuildHolidayRows(): void {
|
||||||
this.holidayRows = this.holidays.map((h: any) => {
|
this.holidayRows = this.holidays.map((h: any) => {
|
||||||
@@ -511,7 +558,15 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
|
|
||||||
buildCalendar() {
|
buildCalendar() {
|
||||||
this.months = [];
|
this.months = [];
|
||||||
this.overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, totalDays: 0 };
|
this.overallStats = {
|
||||||
|
working: 0,
|
||||||
|
nonWorking: 0,
|
||||||
|
holidays: 0,
|
||||||
|
sundays: 0,
|
||||||
|
sat2nd4th: 0,
|
||||||
|
weeklyOff: 0,
|
||||||
|
totalDays: 0
|
||||||
|
};
|
||||||
|
|
||||||
for (let m = 0; m < 12; m++) {
|
for (let m = 0; m < 12; m++) {
|
||||||
const monthData = this.buildMonth(m, this.currentYear);
|
const monthData = this.buildMonth(m, this.currentYear);
|
||||||
@@ -521,6 +576,7 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
this.overallStats.holidays += monthData.holidays;
|
this.overallStats.holidays += monthData.holidays;
|
||||||
this.overallStats.sundays += monthData.sundays;
|
this.overallStats.sundays += monthData.sundays;
|
||||||
this.overallStats.sat2nd4th += monthData.secondFourthSat;
|
this.overallStats.sat2nd4th += monthData.secondFourthSat;
|
||||||
|
this.overallStats.weeklyOff += monthData.weeklyOff;
|
||||||
}
|
}
|
||||||
this.overallStats.totalDays = this.overallStats.working + this.overallStats.nonWorking;
|
this.overallStats.totalDays = this.overallStats.working + this.overallStats.nonWorking;
|
||||||
}
|
}
|
||||||
@@ -552,6 +608,7 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
let holidayCount = 0;
|
let holidayCount = 0;
|
||||||
let sundayCount = 0;
|
let sundayCount = 0;
|
||||||
let sat2nd4thCount = 0;
|
let sat2nd4thCount = 0;
|
||||||
|
let weeklyOffCount = 0;
|
||||||
|
|
||||||
// Previous month padding
|
// Previous month padding
|
||||||
const prevMonthDays = new Date(year, month, 0).getDate();
|
const prevMonthDays = new Date(year, month, 0).getDate();
|
||||||
@@ -567,6 +624,7 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
isSunday: false,
|
isSunday: false,
|
||||||
is2ndSaturday: false,
|
is2ndSaturday: false,
|
||||||
is4thSaturday: false,
|
is4thSaturday: false,
|
||||||
|
isWeeklyOff: false,
|
||||||
dayOfWeek: (startDayOfWeek - i - 1 + 7) % 7
|
dayOfWeek: (startDayOfWeek - i - 1 + 7) % 7
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
@@ -576,24 +634,29 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
for (let d = 1; d <= daysInMonth; d++) {
|
for (let d = 1; d <= daysInMonth; d++) {
|
||||||
const date = new Date(year, month, d);
|
const date = new Date(year, month, d);
|
||||||
const dow = date.getDay();
|
const dow = date.getDay();
|
||||||
const isSunday = dow === 0;
|
|
||||||
const isSaturday = dow === 6;
|
const isSaturday = dow === 6;
|
||||||
|
const isWorkingWeekday = this.workingDaysConfig.includes(DAY_CODES[dow]);
|
||||||
|
const isSunday = dow === 0 && !isWorkingWeekday;
|
||||||
|
|
||||||
if (isSaturday) saturdayCount++;
|
if (isSaturday) saturdayCount++;
|
||||||
|
|
||||||
const is2ndSat = isSaturday && saturdayCount === 2;
|
// RBI: when Saturday is a working day the 2nd and 4th are still off. When Working Days leaves
|
||||||
const is4thSat = isSaturday && saturdayCount === 4;
|
// Saturday out, every Saturday is a weekly off instead.
|
||||||
|
const is2ndSat = isSaturday && isWorkingWeekday && saturdayCount === 2;
|
||||||
|
const is4thSat = isSaturday && isWorkingWeekday && saturdayCount === 4;
|
||||||
|
const isWeeklyOff = dow !== 0 && !isWorkingWeekday;
|
||||||
const isToday = date.toDateString() === today.toDateString();
|
const isToday = date.toDateString() === today.toDateString();
|
||||||
|
|
||||||
// Check if holiday
|
// Check if holiday
|
||||||
const holiday = this.getHolidayForDate(year, month, d);
|
const holiday = this.getHolidayForDate(year, month, d);
|
||||||
const isHoliday = !!holiday;
|
const isHoliday = !!holiday;
|
||||||
|
|
||||||
// Non-working: Sunday, 2nd Sat, 4th Sat, or holiday
|
// Non-working: Sunday, 2nd Sat, 4th Sat, a weekly off from Working Days, or holiday
|
||||||
const isNonWorking = isSunday || is2ndSat || is4thSat || isHoliday;
|
const isNonWorking = isSunday || is2ndSat || is4thSat || isWeeklyOff || isHoliday;
|
||||||
|
|
||||||
if (isSunday) sundayCount++;
|
if (isSunday) sundayCount++;
|
||||||
if (is2ndSat || is4thSat) sat2nd4thCount++;
|
if (is2ndSat || is4thSat || (isSaturday && isWeeklyOff)) sat2nd4thCount++;
|
||||||
|
if (isWeeklyOff && !isSaturday) weeklyOffCount++;
|
||||||
if (isHoliday) holidayCount++;
|
if (isHoliday) holidayCount++;
|
||||||
|
|
||||||
if (isNonWorking) {
|
if (isNonWorking) {
|
||||||
@@ -613,6 +676,7 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
isSunday,
|
isSunday,
|
||||||
is2ndSaturday: is2ndSat,
|
is2ndSaturday: is2ndSat,
|
||||||
is4thSaturday: is4thSat,
|
is4thSaturday: is4thSat,
|
||||||
|
isWeeklyOff,
|
||||||
holidayName: holiday?.name,
|
holidayName: holiday?.name,
|
||||||
dayOfWeek: dow
|
dayOfWeek: dow
|
||||||
});
|
});
|
||||||
@@ -632,6 +696,7 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
isSunday: false,
|
isSunday: false,
|
||||||
is2ndSaturday: false,
|
is2ndSaturday: false,
|
||||||
is4thSaturday: false,
|
is4thSaturday: false,
|
||||||
|
isWeeklyOff: false,
|
||||||
dayOfWeek: days.length % 7
|
dayOfWeek: days.length % 7
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
@@ -645,7 +710,8 @@ export class BankCalendarComponent implements OnInit {
|
|||||||
nonWorkingDays: nonWorkingCount,
|
nonWorkingDays: nonWorkingCount,
|
||||||
holidays: holidayCount,
|
holidays: holidayCount,
|
||||||
sundays: sundayCount,
|
sundays: sundayCount,
|
||||||
secondFourthSat: sat2nd4thCount
|
secondFourthSat: sat2nd4thCount,
|
||||||
|
weeklyOff: weeklyOffCount
|
||||||
};
|
};
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -0,0 +1,154 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
<div class="bor-root">
|
||||||
|
<div class="bor-head">
|
||||||
|
<div class="bor-head-left">
|
||||||
|
<fa-icon icon="gavel" class="bor-head-ic"></fa-icon>
|
||||||
|
<div>
|
||||||
|
<h2 class="bor-head-t">Board of Resolution Register — Share Capital</h2>
|
||||||
|
<p class="bor-head-s">
|
||||||
|
Every share account with the board resolution that authorised the allotment. Accounts with no resolution on
|
||||||
|
record sort to the top.
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<button
|
||||||
|
class="bor-btn bor-btn--xls"
|
||||||
|
type="button"
|
||||||
|
[disabled]="exporting || !filtered.length"
|
||||||
|
(click)="exportExcel()"
|
||||||
|
>
|
||||||
|
<fa-icon icon="file-excel"></fa-icon>
|
||||||
|
{{ exporting ? 'Exporting…' : 'Export' }}
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (loading) {
|
||||||
|
<div class="bor-note">Loading the register…</div>
|
||||||
|
} @else if (loadError) {
|
||||||
|
<div class="bor-note bor-note--warn"><fa-icon icon="exclamation-triangle"></fa-icon> {{ loadError }}</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (!loading && !loadError) {
|
||||||
|
<!-- Counted over the whole register, not the filtered view: it is a standing figure the
|
||||||
|
secretary acts on, and hiding it behind a filter would hide the problem. -->
|
||||||
|
@if (missingResolutionCount > 0) {
|
||||||
|
<div class="bor-note bor-note--warn">
|
||||||
|
<fa-icon icon="exclamation-triangle"></fa-icon>
|
||||||
|
{{ missingResolutionCount }} share account{{ missingResolutionCount === 1 ? '' : 's' }} carr{{
|
||||||
|
missingResolutionCount === 1 ? 'ies' : 'y'
|
||||||
|
}}
|
||||||
|
no resolution number. Share capital allotted without a board resolution cannot be evidenced to the Registrar.
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="bor-kpis">
|
||||||
|
<div class="bor-kpi">
|
||||||
|
<div class="bor-kpi-n">{{ filtered.length | number }}</div>
|
||||||
|
<div class="bor-kpi-l">Share Accounts</div>
|
||||||
|
</div>
|
||||||
|
<div class="bor-kpi bor-kpi--blue">
|
||||||
|
<div class="bor-kpi-n">{{ distinctResolutions | number }}</div>
|
||||||
|
<div class="bor-kpi-l">Resolutions</div>
|
||||||
|
</div>
|
||||||
|
<div class="bor-kpi bor-kpi--green">
|
||||||
|
<div class="bor-kpi-n">{{ totalShares | number }}</div>
|
||||||
|
<div class="bor-kpi-l">Shares Allotted</div>
|
||||||
|
</div>
|
||||||
|
<div class="bor-kpi bor-kpi--amber">
|
||||||
|
<div class="bor-kpi-n">₹{{ totalValue | number: '1.0-0' }}</div>
|
||||||
|
<div class="bor-kpi-l">Share Value</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="bor-filters">
|
||||||
|
<div class="bor-filter">
|
||||||
|
<label>Resolution No.</label>
|
||||||
|
<input class="bor-inp" type="text" [(ngModel)]="filterResolution" placeholder="e.g. BOR/2026-27/001" />
|
||||||
|
</div>
|
||||||
|
<div class="bor-filter">
|
||||||
|
<label>Branch</label>
|
||||||
|
<select class="bor-inp" [(ngModel)]="filterBranch">
|
||||||
|
<option value="">All branches</option>
|
||||||
|
@for (b of branches; track b) {
|
||||||
|
<option [value]="b">{{ b }}</option>
|
||||||
|
}
|
||||||
|
</select>
|
||||||
|
</div>
|
||||||
|
<div class="bor-filter">
|
||||||
|
<label>Status</label>
|
||||||
|
<select class="bor-inp" [(ngModel)]="filterStatus">
|
||||||
|
<option [ngValue]="''">Any status</option>
|
||||||
|
@for (s of statuses; track s) {
|
||||||
|
<option [ngValue]="s">{{ statusText(s) }}</option>
|
||||||
|
}
|
||||||
|
</select>
|
||||||
|
</div>
|
||||||
|
<div class="bor-filter bor-filter--grow">
|
||||||
|
<label>Search</label>
|
||||||
|
<input class="bor-inp" type="text" [(ngModel)]="search" placeholder="Member name, share A/c or CIF…" />
|
||||||
|
</div>
|
||||||
|
<label class="bor-check">
|
||||||
|
<input type="checkbox" [(ngModel)]="missingOnly" />
|
||||||
|
No resolution only
|
||||||
|
</label>
|
||||||
|
<button class="bor-btn" type="button" (click)="resetFilters()"><fa-icon icon="undo"></fa-icon> Reset</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="bor-table-wrap">
|
||||||
|
<table class="bor-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Resolution No.</th>
|
||||||
|
<th>Resolution Date</th>
|
||||||
|
<th>Share A/c No.</th>
|
||||||
|
<th>CIF No.</th>
|
||||||
|
<th>Member Name</th>
|
||||||
|
<th>Branch</th>
|
||||||
|
<th>Product</th>
|
||||||
|
<th class="num">Shares</th>
|
||||||
|
<th class="num">Share Value</th>
|
||||||
|
<th class="num">Tranches</th>
|
||||||
|
<th>Status</th>
|
||||||
|
<th>Activated On</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (r of filtered; track r.shareAccountId) {
|
||||||
|
<tr [class.bor-row--missing]="!r.resolutionNumber">
|
||||||
|
<td>
|
||||||
|
@if (r.resolutionNumber) {
|
||||||
|
<strong class="bor-res">{{ r.resolutionNumber }}</strong>
|
||||||
|
} @else {
|
||||||
|
<span class="bor-missing">Not recorded</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td class="mono">{{ r.resolutionDate || '—' }}</td>
|
||||||
|
<td class="mono">{{ r.accountNo }}</td>
|
||||||
|
<td class="mono">{{ r.cifNumber || '—' }}</td>
|
||||||
|
<td>{{ r.clientName }}</td>
|
||||||
|
<td>{{ r.officeName || '—' }}</td>
|
||||||
|
<td>{{ r.productName || '—' }}</td>
|
||||||
|
<td class="num">{{ r.approvedShares | number }}</td>
|
||||||
|
<td class="num strong">{{ r.shareValue | number: '1.2-2' }}</td>
|
||||||
|
<td class="num">{{ r.trancheCount }}</td>
|
||||||
|
<td>
|
||||||
|
<span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span>
|
||||||
|
</td>
|
||||||
|
<td class="mono">{{ r.activatedDate || '—' }}</td>
|
||||||
|
</tr>
|
||||||
|
} @empty {
|
||||||
|
<tr>
|
||||||
|
<td colspan="12" class="bor-empty">No share account matches the filters.</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,313 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
.bor-root {
|
||||||
|
padding: 20px 24px 40px;
|
||||||
|
background: #f8fafc;
|
||||||
|
min-height: 100%;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
justify-content: space-between;
|
||||||
|
gap: 16px;
|
||||||
|
margin-bottom: 18px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head-left {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head-ic {
|
||||||
|
font-size: 26px;
|
||||||
|
color: #0f4f3c;
|
||||||
|
margin-top: 2px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head-t {
|
||||||
|
margin: 0 0 3px;
|
||||||
|
font-size: 20px;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #1e293b;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head-s {
|
||||||
|
margin: 0;
|
||||||
|
max-width: 780px;
|
||||||
|
font-size: 13px;
|
||||||
|
line-height: 1.5;
|
||||||
|
color: #64748b;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-note {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 9px;
|
||||||
|
padding: 11px 14px;
|
||||||
|
margin-bottom: 14px;
|
||||||
|
border: 1px solid #bfdbfe;
|
||||||
|
border-radius: 9px;
|
||||||
|
background: #eff6ff;
|
||||||
|
color: #1e3a8a;
|
||||||
|
font-size: 12.5px;
|
||||||
|
line-height: 1.55;
|
||||||
|
|
||||||
|
fa-icon {
|
||||||
|
flex: 0 0 auto;
|
||||||
|
margin-top: 1px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* An allotment with no resolution behind it is the finding, not a detail. */
|
||||||
|
&--warn {
|
||||||
|
border-color: #fde68a;
|
||||||
|
background: #fffbeb;
|
||||||
|
color: #92400e;
|
||||||
|
|
||||||
|
fa-icon {
|
||||||
|
color: #d97706;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-kpis {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
|
||||||
|
gap: 12px;
|
||||||
|
margin-bottom: 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-kpi {
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-left: 4px solid #0f4f3c;
|
||||||
|
border-radius: 11px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
|
||||||
|
&--blue {
|
||||||
|
border-left-color: #2563eb;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--green {
|
||||||
|
border-left-color: #15803d;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--amber {
|
||||||
|
border-left-color: #d97706;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-kpi-n {
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #1e293b;
|
||||||
|
line-height: 1.2;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-kpi-l {
|
||||||
|
font-size: 12px;
|
||||||
|
color: #64748b;
|
||||||
|
margin-top: 2px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-filters {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
align-items: flex-end;
|
||||||
|
gap: 12px;
|
||||||
|
padding: 14px 16px;
|
||||||
|
margin-bottom: 14px;
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 11px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-filter {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 4px;
|
||||||
|
|
||||||
|
label {
|
||||||
|
font-size: 10.5px;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: #64748b;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--grow {
|
||||||
|
flex: 1 1 240px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-inp {
|
||||||
|
height: 34px;
|
||||||
|
min-width: 170px;
|
||||||
|
padding: 0 10px;
|
||||||
|
border: 1px solid #cbd5e1;
|
||||||
|
border-radius: 7px;
|
||||||
|
font: inherit;
|
||||||
|
font-size: 13px;
|
||||||
|
color: #1e293b;
|
||||||
|
background: #fff;
|
||||||
|
|
||||||
|
&:focus {
|
||||||
|
outline: 2px solid #2563eb;
|
||||||
|
outline-offset: -1px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-check {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
height: 34px;
|
||||||
|
font-size: 12.5px;
|
||||||
|
color: #334155;
|
||||||
|
cursor: pointer;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-btn {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 7px;
|
||||||
|
height: 34px;
|
||||||
|
padding: 0 14px;
|
||||||
|
border: 1px solid #cbd5e1;
|
||||||
|
border-radius: 7px;
|
||||||
|
background: #fff;
|
||||||
|
font: inherit;
|
||||||
|
font-size: 12.5px;
|
||||||
|
font-weight: 600;
|
||||||
|
color: #334155;
|
||||||
|
cursor: pointer;
|
||||||
|
|
||||||
|
&:hover:not(:disabled) {
|
||||||
|
background: #f1f5f9;
|
||||||
|
}
|
||||||
|
|
||||||
|
&:disabled {
|
||||||
|
opacity: 0.55;
|
||||||
|
cursor: default;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--xls {
|
||||||
|
border-color: #15803d;
|
||||||
|
background: #16a34a;
|
||||||
|
color: #fff;
|
||||||
|
|
||||||
|
&:hover:not(:disabled) {
|
||||||
|
background: #15803d;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-table-wrap {
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 11px;
|
||||||
|
overflow-x: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
font-size: 12.5px;
|
||||||
|
|
||||||
|
th {
|
||||||
|
text-align: left;
|
||||||
|
padding: 10px;
|
||||||
|
background: #f1f5f9;
|
||||||
|
font-size: 10.5px;
|
||||||
|
font-weight: 700;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
color: #475569;
|
||||||
|
white-space: nowrap;
|
||||||
|
border-bottom: 1px solid #e2e8f0;
|
||||||
|
}
|
||||||
|
|
||||||
|
td {
|
||||||
|
padding: 11px 10px;
|
||||||
|
border-bottom: 1px solid #f1f5f9;
|
||||||
|
vertical-align: middle;
|
||||||
|
color: #334155;
|
||||||
|
}
|
||||||
|
|
||||||
|
.num {
|
||||||
|
text-align: right;
|
||||||
|
font-family: 'DM Mono', monospace;
|
||||||
|
}
|
||||||
|
|
||||||
|
.mono {
|
||||||
|
font-family: 'DM Mono', monospace;
|
||||||
|
}
|
||||||
|
|
||||||
|
.strong {
|
||||||
|
font-weight: 700;
|
||||||
|
}
|
||||||
|
|
||||||
|
tbody tr:hover {
|
||||||
|
background: #f8fafc;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* The row an auditor is looking for, marked in the table as well as counted above it. */
|
||||||
|
.bor-row--missing {
|
||||||
|
background: #fffbeb;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-res {
|
||||||
|
color: #0f4f3c;
|
||||||
|
font-family: 'DM Mono', monospace;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-missing {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 2px 8px;
|
||||||
|
border-radius: 999px;
|
||||||
|
background: #fef3c7;
|
||||||
|
color: #92400e;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 700;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-status {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 2px 9px;
|
||||||
|
border-radius: 999px;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 700;
|
||||||
|
background: #f1f5f9;
|
||||||
|
color: #475569;
|
||||||
|
|
||||||
|
&--active {
|
||||||
|
background: #dcfce7;
|
||||||
|
color: #15803d;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--submitted,
|
||||||
|
&--approved {
|
||||||
|
background: #fef3c7;
|
||||||
|
color: #b45309;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--rejected,
|
||||||
|
&--closed {
|
||||||
|
background: #fee2e2;
|
||||||
|
color: #b91c1c;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-empty {
|
||||||
|
padding: 30px;
|
||||||
|
text-align: center;
|
||||||
|
color: #94a3b8;
|
||||||
|
}
|
||||||
@@ -0,0 +1,221 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { FormsModule } from '@angular/forms';
|
||||||
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
import { exportWorkbook } from '../cashier/cashier-export';
|
||||||
|
import { BorRegisterRow, BorReportService } from './bor-report.service';
|
||||||
|
|
||||||
|
/** m_share_account.status_enum, as the register labels it. */
|
||||||
|
const STATUS_LABEL: Record<number, string> = {
|
||||||
|
100: 'Submitted',
|
||||||
|
200: 'Approved',
|
||||||
|
300: 'Active',
|
||||||
|
400: 'Rejected',
|
||||||
|
500: 'Closed',
|
||||||
|
600: 'Inactive'
|
||||||
|
};
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The Board of Resolution register for share capital.
|
||||||
|
*
|
||||||
|
* A co-operative allots shares only under a board resolution, and this is the list the Registrar or
|
||||||
|
* an auditor asks for: every member's holding against the resolution that authorised it. The
|
||||||
|
* account with no resolution recorded is the point of the register, so it sorts to the top and is
|
||||||
|
* counted on its own rather than being left to be noticed.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-bor-report',
|
||||||
|
templateUrl: './bor-report.component.html',
|
||||||
|
styleUrls: ['./bor-report.component.scss'],
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
FaIconComponent,
|
||||||
|
FormsModule
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class BorReportComponent implements OnInit {
|
||||||
|
private borService = inject(BorReportService);
|
||||||
|
|
||||||
|
readonly statusLabel = STATUS_LABEL;
|
||||||
|
|
||||||
|
rows: BorRegisterRow[] = [];
|
||||||
|
loading = false;
|
||||||
|
loadError = '';
|
||||||
|
|
||||||
|
/** '' = every status. */
|
||||||
|
filterStatus: number | '' = '';
|
||||||
|
filterBranch = '';
|
||||||
|
filterResolution = '';
|
||||||
|
search = '';
|
||||||
|
/** Only the accounts with no resolution on file — the ones that need chasing. */
|
||||||
|
missingOnly = false;
|
||||||
|
|
||||||
|
exporting = false;
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
|
||||||
|
load(): void {
|
||||||
|
this.loading = true;
|
||||||
|
this.loadError = '';
|
||||||
|
this.borService.getRegister().subscribe({
|
||||||
|
next: (rows) => {
|
||||||
|
this.loading = false;
|
||||||
|
this.rows = rows;
|
||||||
|
},
|
||||||
|
error: (err: any) => {
|
||||||
|
this.loading = false;
|
||||||
|
this.rows = [];
|
||||||
|
this.loadError = err?.error?.defaultUserMessage || 'Could not load the BOR register.';
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Branches present in the data, so the filter offers only what can actually be selected. */
|
||||||
|
get branches(): string[] {
|
||||||
|
return [...new Set(this.rows.map((r) => r.officeName).filter(Boolean))].sort();
|
||||||
|
}
|
||||||
|
|
||||||
|
get statuses(): number[] {
|
||||||
|
return [...new Set(this.rows.map((r) => r.statusEnum))].sort((a, b) => a - b);
|
||||||
|
}
|
||||||
|
|
||||||
|
get filtered(): BorRegisterRow[] {
|
||||||
|
const needle = this.search.trim().toLowerCase();
|
||||||
|
const resolutionNeedle = this.filterResolution.trim().toLowerCase();
|
||||||
|
return this.rows.filter((r) => {
|
||||||
|
if (this.filterStatus !== '' && r.statusEnum !== this.filterStatus) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (this.filterBranch && r.officeName !== this.filterBranch) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (this.missingOnly && r.resolutionNumber) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (resolutionNeedle && !r.resolutionNumber.toLowerCase().includes(resolutionNeedle)) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (
|
||||||
|
needle &&
|
||||||
|
!(
|
||||||
|
r.clientName.toLowerCase().includes(needle) ||
|
||||||
|
r.accountNo.toLowerCase().includes(needle) ||
|
||||||
|
r.cifNumber.toLowerCase().includes(needle)
|
||||||
|
)
|
||||||
|
) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
return true;
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalShares(): number {
|
||||||
|
return this.filtered.reduce((s, r) => s + r.approvedShares, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalValue(): number {
|
||||||
|
return this.filtered.reduce((s, r) => s + r.shareValue, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** How many resolutions the filtered holdings were authorised under. */
|
||||||
|
get distinctResolutions(): number {
|
||||||
|
return new Set(this.filtered.map((r) => r.resolutionNumber).filter(Boolean)).size;
|
||||||
|
}
|
||||||
|
|
||||||
|
get missingResolutionCount(): number {
|
||||||
|
return this.rows.filter((r) => !r.resolutionNumber).length;
|
||||||
|
}
|
||||||
|
|
||||||
|
statusText(statusEnum: number): string {
|
||||||
|
return STATUS_LABEL[statusEnum] || '—';
|
||||||
|
}
|
||||||
|
|
||||||
|
statusClass(statusEnum: number): string {
|
||||||
|
return 'bor-status bor-status--' + (STATUS_LABEL[statusEnum] || 'unknown').toLowerCase();
|
||||||
|
}
|
||||||
|
|
||||||
|
resetFilters(): void {
|
||||||
|
this.filterStatus = '';
|
||||||
|
this.filterBranch = '';
|
||||||
|
this.filterResolution = '';
|
||||||
|
this.search = '';
|
||||||
|
this.missingOnly = false;
|
||||||
|
}
|
||||||
|
|
||||||
|
async exportExcel(): Promise<void> {
|
||||||
|
this.exporting = true;
|
||||||
|
try {
|
||||||
|
const rows = this.filtered;
|
||||||
|
await exportWorkbook(
|
||||||
|
[
|
||||||
|
{
|
||||||
|
sheetName: 'BOR Register',
|
||||||
|
title: 'Board of Resolution Register — Share Capital',
|
||||||
|
subtitle: `${rows.length} share account(s) · ${this.distinctResolutions} resolution(s) · ${this.totalShares} shares`,
|
||||||
|
headers: [
|
||||||
|
'Resolution No.',
|
||||||
|
'Resolution Date',
|
||||||
|
'Share A/c No.',
|
||||||
|
'CIF No.',
|
||||||
|
'Member Name',
|
||||||
|
'Branch',
|
||||||
|
'Product',
|
||||||
|
'Shares',
|
||||||
|
'Unit Price',
|
||||||
|
'Share Value',
|
||||||
|
'Tranches',
|
||||||
|
'Status',
|
||||||
|
'Activated On'
|
||||||
|
],
|
||||||
|
widths: [
|
||||||
|
20,
|
||||||
|
16,
|
||||||
|
18,
|
||||||
|
16,
|
||||||
|
30,
|
||||||
|
18,
|
||||||
|
18,
|
||||||
|
10,
|
||||||
|
12,
|
||||||
|
14,
|
||||||
|
10,
|
||||||
|
12,
|
||||||
|
14
|
||||||
|
],
|
||||||
|
rows: rows.map((r) => [
|
||||||
|
// Named rather than left blank, because an empty cell in a filing reads as an
|
||||||
|
// oversight in the export rather than a gap in the register.
|
||||||
|
r.resolutionNumber || 'NOT RECORDED',
|
||||||
|
r.resolutionDate || '—',
|
||||||
|
r.accountNo,
|
||||||
|
r.cifNumber,
|
||||||
|
r.clientName,
|
||||||
|
r.officeName,
|
||||||
|
r.productName,
|
||||||
|
r.approvedShares,
|
||||||
|
r.unitPrice,
|
||||||
|
r.shareValue,
|
||||||
|
r.trancheCount,
|
||||||
|
this.statusText(r.statusEnum),
|
||||||
|
r.activatedDate || '—'
|
||||||
|
])
|
||||||
|
}
|
||||||
|
],
|
||||||
|
'BOR-Register'
|
||||||
|
);
|
||||||
|
} finally {
|
||||||
|
this.exporting = false;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,94 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Injectable, inject } from '@angular/core';
|
||||||
|
import { HttpClient, HttpParams } from '@angular/common/http';
|
||||||
|
import { Observable, map } from 'rxjs';
|
||||||
|
|
||||||
|
/** Custom Helpers */
|
||||||
|
import { toIsoDate } from '../core/utils/api-date';
|
||||||
|
|
||||||
|
/** One share account and the board resolution that authorised it. */
|
||||||
|
export interface BorRegisterRow {
|
||||||
|
shareAccountId: number;
|
||||||
|
accountNo: string;
|
||||||
|
clientId: number;
|
||||||
|
cifNumber: string;
|
||||||
|
clientName: string;
|
||||||
|
officeId: number | null;
|
||||||
|
officeName: string;
|
||||||
|
productName: string;
|
||||||
|
currencyCode: string;
|
||||||
|
statusEnum: number;
|
||||||
|
approvedShares: number;
|
||||||
|
pendingShares: number;
|
||||||
|
unitPrice: number;
|
||||||
|
shareValue: number;
|
||||||
|
resolutionNumber: string;
|
||||||
|
/** ISO date, or '' where no meeting date was ever recorded against the allotment. */
|
||||||
|
resolutionDate: string;
|
||||||
|
/** How many purchase tranches make up the holding. */
|
||||||
|
trancheCount: number;
|
||||||
|
submittedDate: string;
|
||||||
|
approvedDate: string;
|
||||||
|
activatedDate: string;
|
||||||
|
closedDate: string;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The BOR register.
|
||||||
|
*
|
||||||
|
* One call returns every account with its resolution. The share allotment report next door fetches
|
||||||
|
* each account separately and stops at two hundred, which is a limit on a register rather than on a
|
||||||
|
* page of one.
|
||||||
|
*/
|
||||||
|
@Injectable({ providedIn: 'root' })
|
||||||
|
export class BorReportService {
|
||||||
|
private http = inject(HttpClient);
|
||||||
|
|
||||||
|
getRegister(status?: number, officeId?: number): Observable<BorRegisterRow[]> {
|
||||||
|
let params = new HttpParams();
|
||||||
|
if (status != null) {
|
||||||
|
params = params.set('status', String(status));
|
||||||
|
}
|
||||||
|
if (officeId != null) {
|
||||||
|
params = params.set('officeId', String(officeId));
|
||||||
|
}
|
||||||
|
return this.http
|
||||||
|
.get<any[]>('/shareaccounts/bor-register', { params })
|
||||||
|
.pipe(map((rows) => (rows || []).map((r) => this.toRow(r))));
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Dates arrive as [y, M, d] arrays; flattened to ISO so they sort and filter as strings. */
|
||||||
|
private toRow(r: any): BorRegisterRow {
|
||||||
|
return {
|
||||||
|
shareAccountId: r.shareAccountId,
|
||||||
|
accountNo: r.accountNo || '',
|
||||||
|
clientId: r.clientId,
|
||||||
|
cifNumber: r.cifNumber || '',
|
||||||
|
clientName: r.clientName || '',
|
||||||
|
officeId: r.officeId ?? null,
|
||||||
|
officeName: r.officeName || '',
|
||||||
|
productName: r.productName || '',
|
||||||
|
currencyCode: r.currencyCode || 'INR',
|
||||||
|
statusEnum: Number(r.statusEnum) || 0,
|
||||||
|
approvedShares: Number(r.approvedShares) || 0,
|
||||||
|
pendingShares: Number(r.pendingShares) || 0,
|
||||||
|
unitPrice: Number(r.unitPrice) || 0,
|
||||||
|
shareValue: Number(r.shareValue) || 0,
|
||||||
|
resolutionNumber: (r.resolutionNumber || '').trim(),
|
||||||
|
resolutionDate: toIsoDate(r.resolutionDate),
|
||||||
|
trancheCount: Number(r.trancheCount) || 0,
|
||||||
|
submittedDate: toIsoDate(r.submittedDate),
|
||||||
|
approvedDate: toIsoDate(r.approvedDate),
|
||||||
|
activatedDate: toIsoDate(r.activatedDate),
|
||||||
|
closedDate: toIsoDate(r.closedDate)
|
||||||
|
};
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
|
|||||||
import { MatIconModule } from '@angular/material/icon';
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
import { catchError, of } from 'rxjs';
|
import { catchError, of } from 'rxjs';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
interface RegisterRow {
|
interface RegisterRow {
|
||||||
accountId: number;
|
accountId: number;
|
||||||
@@ -83,7 +84,7 @@ export class AccountRegisterComponent implements OnInit {
|
|||||||
|
|
||||||
/** Local date — toISOString() would shift the day in any timezone behind UTC. */
|
/** Local date — toISOString() would shift the day in any timezone behind UTC. */
|
||||||
private today(): string {
|
private today(): string {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -107,11 +107,26 @@
|
|||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
@if (canOperate) {
|
@if (canOperate) {
|
||||||
<button type="button" class="pg-btn pg-btn--primary" (click)="startClose(openDay)">
|
<button
|
||||||
|
type="button"
|
||||||
|
class="pg-btn pg-btn--primary"
|
||||||
|
(click)="startClose(openDay)"
|
||||||
|
[disabled]="interestPending.length > 0"
|
||||||
|
>
|
||||||
<mat-icon>lock</mat-icon> Close Day
|
<mat-icon>lock</mat-icon> Close Day
|
||||||
</button>
|
</button>
|
||||||
}
|
}
|
||||||
</div>
|
</div>
|
||||||
|
@if (interestPending.length > 0) {
|
||||||
|
<div class="bd-interest-alert">
|
||||||
|
<mat-icon>warning</mat-icon>
|
||||||
|
<span>
|
||||||
|
Savings interest posting report is not approved for <strong>{{ interestPending.join(', ') }}</strong
|
||||||
|
>. Approve it in <a routerLink="/reports/interest-posting">Reports → Interest Posting Reports</a> before
|
||||||
|
closing the day.
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
} @else if (loaded && canOperate) {
|
} @else if (loaded && canOperate) {
|
||||||
<div class="bd-current bd-current--shut">
|
<div class="bd-current bd-current--shut">
|
||||||
<div class="bd-current__main">
|
<div class="bd-current__main">
|
||||||
@@ -337,6 +352,51 @@
|
|||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
|
<!-- Interest waiting to be posted as this branch closes. Posting runs as part of the close, so
|
||||||
|
anything unapproved stops it: the branch sees here what it has to approve and where, rather
|
||||||
|
than finding out from a refusal after filling in the whole count. -->
|
||||||
|
@if (preview?.fdInterestDue?.length) {
|
||||||
|
<div class="bd-calc bd-calc--fd">
|
||||||
|
<div class="bd-calc__head">
|
||||||
|
<mat-icon>savings</mat-icon>
|
||||||
|
<strong>Fixed deposit interest due today</strong>
|
||||||
|
</div>
|
||||||
|
@for (d of preview.fdInterestDue; track d.productId) {
|
||||||
|
<div class="bd-calc__row">
|
||||||
|
<span>
|
||||||
|
{{ d.productName }} · {{ d.fdType }} · {{ d.accountCount }} deposit(s)
|
||||||
|
@if (d.reportStatus === 'APPROVED' || d.reportStatus === 'POSTED') {
|
||||||
|
<span class="bd-fd-ok">{{ d.reportStatus }}</span>
|
||||||
|
} @else {
|
||||||
|
<span class="bd-fd-pending">{{ d.reportStatus === 'NONE' ? 'NO REPORT' : d.reportStatus }}</span>
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
<span class="bd-calc__amt">₹{{ d.totalInterest | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (preview?.fdInterestPending?.length) {
|
||||||
|
<div class="bd-warn">
|
||||||
|
<mat-icon>warning</mat-icon>
|
||||||
|
<div>
|
||||||
|
<strong>The day cannot be closed yet.</strong> Fixed deposit interest is not approved for:
|
||||||
|
{{ preview.fdInterestPending.join(', ') }}. Approve it under Reports → FD Interest Posting Reports, then
|
||||||
|
close the day. The user who generated a report cannot approve it.
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (preview?.savingsInterestPending?.length) {
|
||||||
|
<div class="bd-warn">
|
||||||
|
<mat-icon>warning</mat-icon>
|
||||||
|
<div>
|
||||||
|
<strong>The day cannot be closed yet.</strong> Savings interest is not approved for:
|
||||||
|
{{ preview.savingsInterestPending.join(', ') }}. Approve it under Reports → Interest Posting Reports, then
|
||||||
|
close the day.
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
<!-- What every cash point under this branch is actually holding right now, fetched
|
<!-- What every cash point under this branch is actually holding right now, fetched
|
||||||
automatically — so closing the day doesn't mean separately checking Vault Position and
|
automatically — so closing the day doesn't mean separately checking Vault Position and
|
||||||
every cashier's own Cashier Position screen by hand. -->
|
every cashier's own Cashier Position screen by hand. -->
|
||||||
|
|||||||
@@ -195,6 +195,75 @@
|
|||||||
font-size: 11px;
|
font-size: 11px;
|
||||||
color: #94a3b8;
|
color: #94a3b8;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/* Names the block, for the interest panels that sit beside the cash arithmetic. */
|
||||||
|
&__head {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
margin-bottom: 6px;
|
||||||
|
padding-bottom: 6px;
|
||||||
|
border-bottom: 1px solid #e2e8f0;
|
||||||
|
font-size: 13px;
|
||||||
|
color: #0d1b2a;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
font-size: 18px;
|
||||||
|
width: 18px;
|
||||||
|
height: 18px;
|
||||||
|
color: #1d4ed8;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Interest is money leaving as the day closes, not cash counted in the drawer. */
|
||||||
|
.bd-calc--fd {
|
||||||
|
border-left: 3px solid #1d4ed8;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bd-fd-ok,
|
||||||
|
.bd-fd-pending {
|
||||||
|
display: inline-block;
|
||||||
|
margin-left: 6px;
|
||||||
|
padding: 1px 7px;
|
||||||
|
border-radius: 999px;
|
||||||
|
font-size: 10px;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.02em;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bd-fd-ok {
|
||||||
|
background: #dcfce7;
|
||||||
|
color: #15803d;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bd-fd-pending {
|
||||||
|
background: #fef3c7;
|
||||||
|
color: #b45309;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Why the close will be refused, said before the count is filled in rather than after. */
|
||||||
|
.bd-warn {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 8px;
|
||||||
|
max-width: 640px;
|
||||||
|
margin-bottom: 14px;
|
||||||
|
padding: 10px 14px;
|
||||||
|
background: #fffbeb;
|
||||||
|
border: 1px solid #fcd34d;
|
||||||
|
border-radius: 8px;
|
||||||
|
font-size: 12px;
|
||||||
|
line-height: 1.5;
|
||||||
|
color: #78350f;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
flex-shrink: 0;
|
||||||
|
font-size: 20px;
|
||||||
|
width: 20px;
|
||||||
|
height: 20px;
|
||||||
|
color: #b45309;
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.bd-hint {
|
.bd-hint {
|
||||||
@@ -372,3 +441,30 @@
|
|||||||
color: #d97706;
|
color: #d97706;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
|
// Shown under the open day while a savings interest posting report due today is unapproved.
|
||||||
|
.bd-interest-alert {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 8px;
|
||||||
|
margin: 8px 0 12px;
|
||||||
|
padding: 10px 14px;
|
||||||
|
border: 1px solid #f59e0b;
|
||||||
|
border-radius: 8px;
|
||||||
|
background: #fef3c7;
|
||||||
|
color: #92400e;
|
||||||
|
font-size: 13px;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
flex-shrink: 0;
|
||||||
|
font-size: 20px;
|
||||||
|
width: 20px;
|
||||||
|
height: 20px;
|
||||||
|
}
|
||||||
|
|
||||||
|
a {
|
||||||
|
color: inherit;
|
||||||
|
font-weight: 600;
|
||||||
|
text-decoration: underline;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|||||||
@@ -189,6 +189,23 @@ export class BranchDayComponent implements OnInit {
|
|||||||
return this.totalOf(this.closeCounts);
|
return this.totalOf(this.closeCounts);
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Savings products whose interest posting report is due today and not yet approved. The close is
|
||||||
|
* refused by the backend while any is pending; this only says so before the user tries.
|
||||||
|
*/
|
||||||
|
interestPending: string[] = [];
|
||||||
|
|
||||||
|
private checkInterestReports(): void {
|
||||||
|
if (!this.openDay?.businessDate) {
|
||||||
|
this.interestPending = [];
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.service
|
||||||
|
.interestDayCloseCheck(this.openDay.businessDate, this.openDay.officeId)
|
||||||
|
.pipe(catchError(() => of(null)))
|
||||||
|
.subscribe((res) => (this.interestPending = res?.pendingProducts ?? []));
|
||||||
|
}
|
||||||
|
|
||||||
load(): void {
|
load(): void {
|
||||||
this.loading = true;
|
this.loading = true;
|
||||||
this.errorMsg = '';
|
this.errorMsg = '';
|
||||||
@@ -210,6 +227,7 @@ export class BranchDayComponent implements OnInit {
|
|||||||
this.canOperate = !!res?.canOperate;
|
this.canOperate = !!res?.canOperate;
|
||||||
this.openDate = this.today;
|
this.openDate = this.today;
|
||||||
this.checkFirstOpenCashMigration();
|
this.checkFirstOpenCashMigration();
|
||||||
|
this.checkInterestReports();
|
||||||
});
|
});
|
||||||
|
|
||||||
this.service
|
this.service
|
||||||
|
|||||||
+2
-1
@@ -11,6 +11,7 @@ import { CommonModule } from '@angular/common';
|
|||||||
import { FormsModule } from '@angular/forms';
|
import { FormsModule } from '@angular/forms';
|
||||||
import { AuthenticationService } from '../../core/authentication/authentication.service';
|
import { AuthenticationService } from '../../core/authentication/authentication.service';
|
||||||
import { ExportSheetSpec, exportWorkbook } from '../cashier-export';
|
import { ExportSheetSpec, exportWorkbook } from '../cashier-export';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
interface SummaryRow {
|
interface SummaryRow {
|
||||||
code: string;
|
code: string;
|
||||||
@@ -1316,7 +1317,7 @@ export class CashClearingTransferSummaryComponent {
|
|||||||
private dateTag = '2607';
|
private dateTag = '2607';
|
||||||
|
|
||||||
constructor() {
|
constructor() {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.asOnDate = `${String(d.getDate()).padStart(2, '0')}-${String(d.getMonth() + 1).padStart(2, '0')}-${d.getFullYear()}`;
|
this.asOnDate = `${String(d.getDate()).padStart(2, '0')}-${String(d.getMonth() + 1).padStart(2, '0')}-${d.getFullYear()}`;
|
||||||
this.dateTag = `${String(d.getFullYear()).slice(-2)}${String(d.getMonth() + 1).padStart(2, '0')}`;
|
this.dateTag = `${String(d.getFullYear()).slice(-2)}${String(d.getMonth() + 1).padStart(2, '0')}`;
|
||||||
|
|
||||||
|
|||||||
@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
|
|||||||
import { MatIconModule } from '@angular/material/icon';
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
interface Denom {
|
interface Denom {
|
||||||
id: number;
|
id: number;
|
||||||
@@ -63,7 +64,7 @@ export class CashExchangeEntryComponent implements OnInit {
|
|||||||
}
|
}
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.exchangeDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
this.exchangeDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
this.service.getActiveDenominations().subscribe({
|
this.service.getActiveDenominations().subscribe({
|
||||||
next: (list) => {
|
next: (list) => {
|
||||||
|
|||||||
@@ -18,6 +18,7 @@ import { MatInputModule } from '@angular/material/input';
|
|||||||
import { forkJoin, of } from 'rxjs';
|
import { forkJoin, of } from 'rxjs';
|
||||||
import { catchError } from 'rxjs/operators';
|
import { catchError } from 'rxjs/operators';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
type PageState = 'loading' | 'no-cashier' | 'needs-reconciliation' | 'already-settled' | 'form';
|
type PageState = 'loading' | 'no-cashier' | 'needs-reconciliation' | 'already-settled' | 'form';
|
||||||
|
|
||||||
@@ -90,7 +91,7 @@ export class CashSettlementComponent implements OnInit {
|
|||||||
saving = false;
|
saving = false;
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.settlementDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
this.settlementDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
this.service
|
this.service
|
||||||
.getTellers()
|
.getTellers()
|
||||||
|
|||||||
@@ -17,6 +17,7 @@ import { MatInputModule } from '@angular/material/input';
|
|||||||
import { of } from 'rxjs';
|
import { of } from 'rxjs';
|
||||||
import { catchError } from 'rxjs/operators';
|
import { catchError } from 'rxjs/operators';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
interface Denom {
|
interface Denom {
|
||||||
id: number;
|
id: number;
|
||||||
@@ -82,7 +83,7 @@ export class CashTransferComponent implements OnInit {
|
|||||||
loadingVault = false;
|
loadingVault = false;
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
this.service.getActiveDenominations().subscribe({
|
this.service.getActiveDenominations().subscribe({
|
||||||
next: (list) => {
|
next: (list) => {
|
||||||
|
|||||||
@@ -17,6 +17,7 @@ import { forkJoin, of } from 'rxjs';
|
|||||||
import { catchError } from 'rxjs/operators';
|
import { catchError } from 'rxjs/operators';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
import { AuthenticationService } from '../../core/authentication/authentication.service';
|
import { AuthenticationService } from '../../core/authentication/authentication.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
interface DenomRow {
|
interface DenomRow {
|
||||||
denominationId: number;
|
denominationId: number;
|
||||||
@@ -71,7 +72,7 @@ export class CashierPositionComponent implements OnInit {
|
|||||||
isCashierMode = false;
|
isCashierMode = false;
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
|
|
||||||
this.isCashierMode = this.authService.isCashierUser();
|
this.isCashierMode = this.authService.isCashierUser();
|
||||||
|
|||||||
@@ -26,7 +26,6 @@ import { VaultPositionComponent } from './vault-position/vault-position.componen
|
|||||||
import { AccountRegisterComponent } from './account-register/account-register.component';
|
import { AccountRegisterComponent } from './account-register/account-register.component';
|
||||||
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
||||||
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
||||||
import { ShareCollectionComponent } from './share-collection/share-collection.component';
|
|
||||||
|
|
||||||
const routes: Routes = [
|
const routes: Routes = [
|
||||||
Route.withShell([
|
Route.withShell([
|
||||||
@@ -345,11 +344,6 @@ const routes: Routes = [
|
|||||||
component: ExcessTransactionReportComponent,
|
component: ExcessTransactionReportComponent,
|
||||||
data: { title: 'Excess Transaction Report', breadcrumb: 'Excess Transaction Report' }
|
data: { title: 'Excess Transaction Report', breadcrumb: 'Excess Transaction Report' }
|
||||||
},
|
},
|
||||||
{
|
|
||||||
path: 'share-collection',
|
|
||||||
component: ShareCollectionComponent,
|
|
||||||
data: { title: 'Share Collection', breadcrumb: 'Share Collection' }
|
|
||||||
},
|
|
||||||
{
|
{
|
||||||
path: 'transaction-entry',
|
path: 'transaction-entry',
|
||||||
canActivate: [CashierOnlyGuard],
|
canActivate: [CashierOnlyGuard],
|
||||||
|
|||||||
@@ -20,7 +20,6 @@ import { ReconciliationComponent } from './reconciliation/reconciliation.compone
|
|||||||
import { CashHistoryComponent } from './cash-history/cash-history.component';
|
import { CashHistoryComponent } from './cash-history/cash-history.component';
|
||||||
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
||||||
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
||||||
import { ShareCollectionComponent } from './share-collection/share-collection.component';
|
|
||||||
|
|
||||||
@NgModule({
|
@NgModule({
|
||||||
imports: [
|
imports: [
|
||||||
@@ -35,8 +34,7 @@ import { ShareCollectionComponent } from './share-collection/share-collection.co
|
|||||||
ReconciliationComponent,
|
ReconciliationComponent,
|
||||||
CashHistoryComponent,
|
CashHistoryComponent,
|
||||||
ClosingCashReportComponent,
|
ClosingCashReportComponent,
|
||||||
ExcessTransactionReportComponent,
|
ExcessTransactionReportComponent
|
||||||
ShareCollectionComponent
|
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
export class CashierModule {}
|
export class CashierModule {}
|
||||||
|
|||||||
@@ -178,6 +178,13 @@ export class CashierService {
|
|||||||
return this.http.get('/vouchers/my-work', { params });
|
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
|
* Account register for one date: what opened and closed that day, each account's balance as it
|
||||||
* stood then, and what it holds now.
|
* stood then, and what it holds now.
|
||||||
@@ -198,6 +205,23 @@ export class CashierService {
|
|||||||
return this.http.get('/branchday', { params });
|
return this.http.get('/branchday', { params });
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The savings products whose interest posting report is due for the date and not yet approved —
|
||||||
|
* the backend refuses to close any branch's day while one is pending.
|
||||||
|
*/
|
||||||
|
interestDayCloseCheck(
|
||||||
|
date?: string,
|
||||||
|
officeId?: number
|
||||||
|
): Observable<{ businessDate: string; canClose: boolean; pendingProducts: string[] }> {
|
||||||
|
let params = new HttpParams();
|
||||||
|
if (date) params = params.set('date', date);
|
||||||
|
if (officeId) params = params.set('officeId', String(officeId));
|
||||||
|
return this.http.get<{ businessDate: string; canClose: boolean; pendingProducts: string[] }>(
|
||||||
|
'/savingsinterestpostingreports/day-close-check',
|
||||||
|
{ params }
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
/** Days opened and never closed — today's own open day excluded. */
|
/** Days opened and never closed — today's own open day excluded. */
|
||||||
branchDayMissed(officeId?: number): Observable<any> {
|
branchDayMissed(officeId?: number): Observable<any> {
|
||||||
let params = new HttpParams();
|
let params = new HttpParams();
|
||||||
@@ -357,19 +381,6 @@ export class CashierService {
|
|||||||
return this.http.get<any[]>('/paymenttypes');
|
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/${shareAccountId}`);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
|
/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
|
||||||
getShareAdvanceByVoucher(voucherNo: string, glAccountNo: string, clientId?: number): Observable<any> {
|
getShareAdvanceByVoucher(voucherNo: string, glAccountNo: string, clientId?: number): Observable<any> {
|
||||||
// The voucher travels as a query parameter, not a path segment: numbers are formatted
|
// The voucher travels as a query parameter, not a path segment: numbers are formatted
|
||||||
@@ -396,10 +407,18 @@ export class CashierService {
|
|||||||
return this.http.get('/shareadvancecollection/requirement', { params: { shareAccountId: String(shareAccountId) } });
|
return this.http.get('/shareadvancecollection/requirement', { params: { shareAccountId: String(shareAccountId) } });
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Receipts still sitting in Share Sundry, optionally for a single member. */
|
/**
|
||||||
getUnappliedShareAdvances(clientId?: number): Observable<any> {
|
* Everything an Apply screen needs, in one call: `own` is this member's own unapplied receipts,
|
||||||
const suffix = clientId ? `?clientId=${clientId}` : '';
|
* ready to tick; `rows` is every other Share Collection receipt still available — unclaimed GL
|
||||||
return this.http.get(`/shareadvancecollection${suffix}`);
|
* deposits and receipts linked to another member — which attach by voucher instead.
|
||||||
|
*
|
||||||
|
* One request rather than two: both lists come from the same table under the same filters, and
|
||||||
|
* splitting them across endpoints only meant the same rows were fetched twice and, where they
|
||||||
|
* overlapped, drawn twice on the same screen.
|
||||||
|
*/
|
||||||
|
getShareCollectionReceipts(clientId?: number): Observable<any> {
|
||||||
|
const params = clientId ? new HttpParams().set('clientId', String(clientId)) : undefined;
|
||||||
|
return this.http.get('/shareadvancecollection/unattributed', { params });
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Moves a receipt out of Sundry into share capital for an activated account. */
|
/** Moves a receipt out of Sundry into share capital for an activated account. */
|
||||||
@@ -407,6 +426,12 @@ export class CashierService {
|
|||||||
return this.http.post(`/shareadvancecollection/${collectionId}/apply`, data);
|
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. */
|
/** Every additional-share tranche awaiting approval, across every share account. */
|
||||||
getShareAdditionRequests(): Observable<any> {
|
getShareAdditionRequests(): Observable<any> {
|
||||||
return this.http.get('/shareadditionrequests');
|
return this.http.get('/shareadditionrequests');
|
||||||
@@ -419,4 +444,14 @@ export class CashierService {
|
|||||||
getShareAdditionRequest(transactionId: number): Observable<any> {
|
getShareAdditionRequest(transactionId: number): Observable<any> {
|
||||||
return this.http.get(`/shareadditionrequests/${transactionId}`);
|
return this.http.get(`/shareadditionrequests/${transactionId}`);
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Entry Type options for a GL credit (General / Share Collection / DD Issue / …) — the
|
||||||
|
* "GLEntryType" code under Admin > System > Manage Codes, so an admin can add another type later
|
||||||
|
* without a deployment. Empty on failure rather than erroring, since a row missing this dropdown's
|
||||||
|
* options should still be usable for every other field.
|
||||||
|
*/
|
||||||
|
getEntryTypeOptions(): Observable<any[]> {
|
||||||
|
return this.http.get<any[]>('/codes/name/GLEntryType/codevalues').pipe(catchError(() => of([])));
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -51,6 +51,12 @@ export class ClerkShareWithdrawalService {
|
|||||||
return this.http.post(`/clerk/share-withdrawal-requests/${id}/validate`, {});
|
return this.http.post(`/clerk/share-withdrawal-requests/${id}/validate`, {});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** Runs the exact same checklist approve() will run, against a draft that hasn't been submitted
|
||||||
|
* yet — so the clerk sees it in the confirm dialog, before committing to the request. */
|
||||||
|
previewValidate(data: any): Observable<any> {
|
||||||
|
return this.http.post('/clerk/share-withdrawal-requests/preview-validate', data);
|
||||||
|
}
|
||||||
|
|
||||||
approve(id: number): Observable<any> {
|
approve(id: number): Observable<any> {
|
||||||
return this.http.post(`/clerk/share-withdrawal-requests/${id}/approve`, {});
|
return this.http.post(`/clerk/share-withdrawal-requests/${id}/approve`, {});
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
|
|||||||
import { MatIconModule } from '@angular/material/icon';
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
/** Day-wise denomination-wise closing cash collected from deposits. */
|
/** Day-wise denomination-wise closing cash collected from deposits. */
|
||||||
@Component({
|
@Component({
|
||||||
@@ -174,19 +175,24 @@ export class ClosingCashReportComponent implements OnInit {
|
|||||||
return this.noteRows.reduce((s, r) => s + Number(r.settledOutAmount ?? 0), 0);
|
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 {
|
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.
|
* 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
|
||||||
* Was deposits minus withdrawals, which is the counter's movement rather than the drawer's
|
* row's own `netAmount` rather than re-deriving it from today's legs.
|
||||||
* 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.
|
|
||||||
*/
|
*/
|
||||||
get noteNetAmount(): number {
|
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[] {
|
get coinRows(): any[] {
|
||||||
return this.rows.filter((r) => r.kind === 'coin');
|
return this.rows.filter((r) => r.kind === 'coin');
|
||||||
@@ -199,7 +205,7 @@ export class ClosingCashReportComponent implements OnInit {
|
|||||||
}
|
}
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.date = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
this.date = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
this.load();
|
this.load();
|
||||||
this.service.getTellers().subscribe({ next: (t: any[]) => (this.tellers = t || []), error: () => {} });
|
this.service.getTellers().subscribe({ next: (t: any[]) => (this.tellers = t || []), error: () => {} });
|
||||||
|
|||||||
@@ -13,6 +13,7 @@ import { MatIconModule } from '@angular/material/icon';
|
|||||||
import { Router } from '@angular/router';
|
import { Router } from '@angular/router';
|
||||||
import { catchError, of } from 'rxjs';
|
import { catchError, of } from 'rxjs';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Which part of the day's work a row came from. Set by the server, one per source register.
|
* Which part of the day's work a row came from. Set by the server, one per source register.
|
||||||
@@ -95,7 +96,7 @@ export class DayBookComponent implements OnInit {
|
|||||||
|
|
||||||
/** Local date as yyyy-MM-dd — toISOString() would shift the day in any timezone behind UTC. */
|
/** Local date as yyyy-MM-dd — toISOString() would shift the day in any timezone behind UTC. */
|
||||||
private today(): string {
|
private today(): string {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -17,6 +17,7 @@ import { MatInputModule } from '@angular/material/input';
|
|||||||
import { of } from 'rxjs';
|
import { of } from 'rxjs';
|
||||||
import { catchError } from 'rxjs/operators';
|
import { catchError } from 'rxjs/operators';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
interface Denom {
|
interface Denom {
|
||||||
id: number;
|
id: number;
|
||||||
@@ -79,7 +80,7 @@ export class InterCashierTransferComponent implements OnInit {
|
|||||||
}
|
}
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
this.service.getActiveDenominations().subscribe({
|
this.service.getActiveDenominations().subscribe({
|
||||||
next: (list) => {
|
next: (list) => {
|
||||||
|
|||||||
@@ -152,9 +152,21 @@
|
|||||||
<tbody>
|
<tbody>
|
||||||
@for (r of g.rows; track r.voucherNo) {
|
@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
|
<!-- The left edge repeats the section's own colour, so a row still says which part it
|
||||||
is when the heading has scrolled away. -->
|
is when the heading has scrolled away. Clicking anywhere on the row opens the full
|
||||||
<tr [class]="'mw-row mw-row--' + r.myRole">
|
slip -- every line, not just the first debit and first credit this table has room
|
||||||
<td class="mw-vno">{{ r.voucherNo }}</td>
|
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>
|
<td>
|
||||||
<span class="mw-badge" [class]="'mw-badge--' + (r.side || 'JV')">{{ sideLabel(r.side) }}</span>
|
<span class="mw-badge" [class]="'mw-badge--' + (r.side || 'JV')">{{ sideLabel(r.side) }}</span>
|
||||||
</td>
|
</td>
|
||||||
@@ -171,7 +183,7 @@
|
|||||||
<span class="mw-acct">{{ r.creditAccount }}</span>
|
<span class="mw-acct">{{ r.creditAccount }}</span>
|
||||||
}
|
}
|
||||||
@if (r.extraLines > 0) {
|
@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>
|
||||||
<td class="num">₹{{ r.amount | number: '1.2-2' }}</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
|
/* 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. */
|
tally and a checker's are each readable without adding rows up. */
|
||||||
.mw-group {
|
.mw-group {
|
||||||
|
|||||||
@@ -10,8 +10,11 @@ import { Component, OnInit, inject } from '@angular/core';
|
|||||||
import { CommonModule } from '@angular/common';
|
import { CommonModule } from '@angular/common';
|
||||||
import { FormsModule } from '@angular/forms';
|
import { FormsModule } from '@angular/forms';
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
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 { CashierService } from '../cashier.service';
|
||||||
|
import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
/** What the signed-in user's part in a voucher was. */
|
/** What the signed-in user's part in a voucher was. */
|
||||||
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
|
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
|
||||||
@@ -72,11 +75,17 @@ interface MyWorkReport {
|
|||||||
imports: [
|
imports: [
|
||||||
CommonModule,
|
CommonModule,
|
||||||
FormsModule,
|
FormsModule,
|
||||||
MatIconModule
|
MatIconModule,
|
||||||
|
MatDialogModule
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
export class MyWorkComponent implements OnInit {
|
export class MyWorkComponent implements OnInit {
|
||||||
private service = inject(CashierService);
|
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. */
|
/** Day is the working default; a month is what a close or an audit asks for. */
|
||||||
period: 'DAY' | 'MONTH' = 'DAY';
|
period: 'DAY' | 'MONTH' = 'DAY';
|
||||||
@@ -323,8 +332,33 @@ export class MyWorkComponent implements OnInit {
|
|||||||
return { from: first, to: lastIso };
|
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 {
|
private todayIso(): string {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -0,0 +1,320 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
||||||
|
import { MatButtonModule } from '@angular/material/button';
|
||||||
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
|
|
||||||
|
export interface VoucherDetailDialogData {
|
||||||
|
/** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
|
||||||
|
* only renders, so one loading state lives in the row's own click handler rather than being
|
||||||
|
* duplicated inside every dialog that could ever show a voucher. */
|
||||||
|
detail: {
|
||||||
|
voucherNo: string;
|
||||||
|
voucherType: string | null;
|
||||||
|
amount: number | null;
|
||||||
|
branchName: string | null;
|
||||||
|
createdBy: string | null;
|
||||||
|
createdAt: string | null;
|
||||||
|
totalDebit: number;
|
||||||
|
totalCredit: number;
|
||||||
|
balanced: boolean;
|
||||||
|
lines: {
|
||||||
|
lineNo: number;
|
||||||
|
entryType: 'DR' | 'CR';
|
||||||
|
partyName: string | null;
|
||||||
|
accountNo: string | null;
|
||||||
|
amount: number;
|
||||||
|
description: string | null;
|
||||||
|
}[];
|
||||||
|
/** GL entries a native platform command posted for the same underlying event, outside this
|
||||||
|
* voucher entirely — a share redemption's Dr Share Capital / Cr Share Sundry pair, posted at
|
||||||
|
* manager approval, before this voucher's own Dr Sundry / Cr Cash at Vault settlement leg even
|
||||||
|
* exists. Empty for every voucher that already is the whole transaction on its own. */
|
||||||
|
relatedLines: {
|
||||||
|
stage: string;
|
||||||
|
entryType: 'DR' | 'CR';
|
||||||
|
partyName: string | null;
|
||||||
|
accountNo: string | null;
|
||||||
|
amount: number;
|
||||||
|
description: string | null;
|
||||||
|
}[];
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The full slip behind a summarised register row — every debit and credit line a voucher is
|
||||||
|
* made of, not just the first side of each that a table row has room for. */
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-voucher-detail-dialog',
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
MatDialogModule,
|
||||||
|
MatButtonModule,
|
||||||
|
MatIconModule
|
||||||
|
],
|
||||||
|
template: `
|
||||||
|
<div class="vd-shell">
|
||||||
|
<div class="vd-header">
|
||||||
|
<div class="vd-header__title">
|
||||||
|
<mat-icon class="vd-icon">receipt_long</mat-icon>
|
||||||
|
<div>
|
||||||
|
<h2>{{ detail.voucherNo }}</h2>
|
||||||
|
<p>{{ detail.voucherType || 'Voucher' }} · {{ detail.branchName || 'Head Office' }}</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<button mat-icon-button mat-dialog-close aria-label="Close">
|
||||||
|
<mat-icon>close</mat-icon>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="vd-meta">
|
||||||
|
<span
|
||||||
|
>Raised by <strong>{{ detail.createdBy || '—' }}</strong></span
|
||||||
|
>
|
||||||
|
@if (detail.createdAt) {
|
||||||
|
<span>{{ detail.createdAt | date: 'dd MMM yyyy, h:mm a' }}</span>
|
||||||
|
}
|
||||||
|
@if (!detail.balanced) {
|
||||||
|
<span class="vd-unbalanced">
|
||||||
|
<mat-icon inline>warning</mat-icon>
|
||||||
|
Debit and credit do not balance
|
||||||
|
</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<table class="vd-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Side</th>
|
||||||
|
<th>Party</th>
|
||||||
|
<th>Account No.</th>
|
||||||
|
<th class="num">Amount</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (line of detail.lines; track line.lineNo) {
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
<span
|
||||||
|
class="vd-side"
|
||||||
|
[class.vd-side--dr]="line.entryType === 'DR'"
|
||||||
|
[class.vd-side--cr]="line.entryType === 'CR'"
|
||||||
|
>
|
||||||
|
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
||||||
|
</span>
|
||||||
|
</td>
|
||||||
|
<td>{{ line.partyName || '—' }}</td>
|
||||||
|
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
||||||
|
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
@if (line.description) {
|
||||||
|
<tr class="vd-desc-row">
|
||||||
|
<td></td>
|
||||||
|
<td colspan="3" class="vd-desc">{{ line.description }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
} @empty {
|
||||||
|
<tr>
|
||||||
|
<td colspan="4" class="vd-empty">This voucher's individual lines were not recorded.</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
@if (detail.lines.length > 0) {
|
||||||
|
<tfoot>
|
||||||
|
<tr>
|
||||||
|
<td colspan="3">Total</td>
|
||||||
|
<td class="num">
|
||||||
|
₹{{ detail.totalDebit | number: '1.2-2' }} / ₹{{ detail.totalCredit | number: '1.2-2' }}
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
</tfoot>
|
||||||
|
}
|
||||||
|
</table>
|
||||||
|
|
||||||
|
@if (detail.relatedLines.length > 0) {
|
||||||
|
<div class="vd-related">
|
||||||
|
<div class="vd-related__title">
|
||||||
|
<mat-icon inline>link</mat-icon>
|
||||||
|
Also posted for this transaction — not part of this voucher
|
||||||
|
</div>
|
||||||
|
<table class="vd-table vd-table--related">
|
||||||
|
<tbody>
|
||||||
|
@for (line of detail.relatedLines; track $index) {
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
<span
|
||||||
|
class="vd-side"
|
||||||
|
[class.vd-side--dr]="line.entryType === 'DR'"
|
||||||
|
[class.vd-side--cr]="line.entryType === 'CR'"
|
||||||
|
>
|
||||||
|
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
||||||
|
</span>
|
||||||
|
</td>
|
||||||
|
<td>{{ line.partyName || '—' }}</td>
|
||||||
|
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
||||||
|
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
<p class="vd-related__hint">
|
||||||
|
{{ detail.relatedLines[0].stage }} — this and the lines above are the same transaction's full accounting.
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="vd-actions">
|
||||||
|
<button mat-flat-button color="primary" mat-dialog-close>Close</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
`,
|
||||||
|
styles: [
|
||||||
|
`
|
||||||
|
.vd-shell {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 16px;
|
||||||
|
padding: 20px 24px 16px;
|
||||||
|
min-width: 420px;
|
||||||
|
max-width: 560px;
|
||||||
|
}
|
||||||
|
.vd-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
justify-content: space-between;
|
||||||
|
}
|
||||||
|
.vd-header__title {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 12px;
|
||||||
|
}
|
||||||
|
.vd-header__title h2 {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 18px;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
.vd-header__title p {
|
||||||
|
margin: 2px 0 0;
|
||||||
|
font-size: 13px;
|
||||||
|
color: rgba(0, 0, 0, 0.6);
|
||||||
|
}
|
||||||
|
.vd-icon {
|
||||||
|
color: #1976d2;
|
||||||
|
}
|
||||||
|
.vd-meta {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 6px 16px;
|
||||||
|
font-size: 13px;
|
||||||
|
color: rgba(0, 0, 0, 0.65);
|
||||||
|
}
|
||||||
|
.vd-unbalanced {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 4px;
|
||||||
|
color: #b91c1c;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
.vd-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
font-size: 13px;
|
||||||
|
}
|
||||||
|
.vd-table th {
|
||||||
|
text-align: left;
|
||||||
|
text-transform: uppercase;
|
||||||
|
font-size: 11px;
|
||||||
|
letter-spacing: 0.03em;
|
||||||
|
color: rgba(0, 0, 0, 0.5);
|
||||||
|
padding: 6px 8px;
|
||||||
|
border-bottom: 1px solid rgba(0, 0, 0, 0.1);
|
||||||
|
}
|
||||||
|
.vd-table td {
|
||||||
|
padding: 8px;
|
||||||
|
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||||
|
}
|
||||||
|
.vd-table .num {
|
||||||
|
text-align: right;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
.vd-acct {
|
||||||
|
color: rgba(0, 0, 0, 0.55);
|
||||||
|
}
|
||||||
|
.vd-side {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 2px 8px;
|
||||||
|
border-radius: 4px;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
.vd-side--dr {
|
||||||
|
background: #fee2e2;
|
||||||
|
color: #b91c1c;
|
||||||
|
}
|
||||||
|
.vd-side--cr {
|
||||||
|
background: #dcfce7;
|
||||||
|
color: #15803d;
|
||||||
|
}
|
||||||
|
.vd-desc-row td {
|
||||||
|
padding-top: 0;
|
||||||
|
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||||
|
}
|
||||||
|
.vd-desc {
|
||||||
|
font-size: 12px;
|
||||||
|
color: rgba(0, 0, 0, 0.5);
|
||||||
|
font-style: italic;
|
||||||
|
}
|
||||||
|
.vd-empty {
|
||||||
|
text-align: center;
|
||||||
|
color: rgba(0, 0, 0, 0.5);
|
||||||
|
padding: 16px 8px;
|
||||||
|
}
|
||||||
|
.vd-table tfoot td {
|
||||||
|
font-weight: 600;
|
||||||
|
border-bottom: none;
|
||||||
|
border-top: 1px solid rgba(0, 0, 0, 0.1);
|
||||||
|
}
|
||||||
|
.vd-related {
|
||||||
|
border-top: 1px dashed rgba(0, 0, 0, 0.15);
|
||||||
|
padding-top: 12px;
|
||||||
|
}
|
||||||
|
.vd-related__title {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 600;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.03em;
|
||||||
|
color: #6d28d9;
|
||||||
|
margin-bottom: 8px;
|
||||||
|
}
|
||||||
|
.vd-table--related td {
|
||||||
|
background: #faf5ff;
|
||||||
|
}
|
||||||
|
.vd-related__hint {
|
||||||
|
margin: 6px 0 0;
|
||||||
|
font-size: 12px;
|
||||||
|
color: rgba(0, 0, 0, 0.5);
|
||||||
|
}
|
||||||
|
.vd-actions {
|
||||||
|
display: flex;
|
||||||
|
justify-content: flex-end;
|
||||||
|
}
|
||||||
|
`
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class VoucherDetailDialogComponent {
|
||||||
|
dialogRef = inject(MatDialogRef<VoucherDetailDialogComponent>);
|
||||||
|
private data = inject<VoucherDetailDialogData>(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
|
detail = this.data.detail;
|
||||||
|
}
|
||||||
@@ -18,6 +18,7 @@ import { MatTabsModule } from '@angular/material/tabs';
|
|||||||
import { forkJoin, of } from 'rxjs';
|
import { forkJoin, of } from 'rxjs';
|
||||||
import { catchError } from 'rxjs/operators';
|
import { catchError } from 'rxjs/operators';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
interface DenomRow {
|
interface DenomRow {
|
||||||
denominationId: number;
|
denominationId: number;
|
||||||
@@ -85,7 +86,7 @@ export class ReconciliationComponent implements OnInit {
|
|||||||
loadingHistory = false;
|
loadingHistory = false;
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
this.service
|
this.service
|
||||||
.getTellers()
|
.getTellers()
|
||||||
|
|||||||
@@ -1,375 +0,0 @@
|
|||||||
<!--
|
|
||||||
Copyright since 2025 Mifos Initiative
|
|
||||||
|
|
||||||
This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
-->
|
|
||||||
|
|
||||||
<div class="pg">
|
|
||||||
<!-- ── HEADER ── -->
|
|
||||||
<header class="pg-head">
|
|
||||||
<div>
|
|
||||||
<div class="pg-eyebrow">CASHIER · SHARE COLLECTION</div>
|
|
||||||
<h1 class="pg-title">Share Collection</h1>
|
|
||||||
<p class="pg-sub">
|
|
||||||
Collect cash from member for share purchase — amounts are held in Sundry GL until the account is activated.
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
</header>
|
|
||||||
|
|
||||||
<!-- ── SEARCH BAR ── -->
|
|
||||||
@if (pageState !== 'success') {
|
|
||||||
<div class="sc-search-bar">
|
|
||||||
<div class="sc-search-bar__input-wrap">
|
|
||||||
<mat-icon class="sc-search-bar__icon">search</mat-icon>
|
|
||||||
<input
|
|
||||||
class="sc-search-bar__input"
|
|
||||||
type="text"
|
|
||||||
placeholder="Enter Share Account ID or Account No."
|
|
||||||
[(ngModel)]="accountInput"
|
|
||||||
(keyup.enter)="searchAccount()"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
class="pg-btn pg-btn--primary"
|
|
||||||
[disabled]="pageState === 'searching' || !accountInput.trim()"
|
|
||||||
(click)="searchAccount()"
|
|
||||||
>
|
|
||||||
<mat-icon>manage_search</mat-icon>
|
|
||||||
{{ pageState === 'searching' ? 'Searching…' : 'Search' }}
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── ERROR ── -->
|
|
||||||
@if (errorMsg) {
|
|
||||||
<div class="sc-alert sc-alert--error">
|
|
||||||
<mat-icon>error_outline</mat-icon>
|
|
||||||
<span>{{ errorMsg }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── SEARCHING SPINNER ── -->
|
|
||||||
@if (pageState === 'searching') {
|
|
||||||
<div class="pg-empty">
|
|
||||||
<mat-icon class="sc-spin">hourglass_empty</mat-icon>
|
|
||||||
<p>Looking up account…</p>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── ACCOUNT LOADED ── -->
|
|
||||||
@if (pageState === 'loaded') {
|
|
||||||
<!-- Member Card -->
|
|
||||||
<div class="sc-member-card">
|
|
||||||
<div class="sc-member-card__avatar">
|
|
||||||
<mat-icon>person</mat-icon>
|
|
||||||
</div>
|
|
||||||
<div class="sc-member-card__info">
|
|
||||||
<div class="sc-member-card__name">{{ account.clientName }}</div>
|
|
||||||
<div class="sc-member-card__meta">
|
|
||||||
<span class="sc-badge sc-badge--account">{{ account.accountNo }}</span>
|
|
||||||
<span class="sc-badge sc-badge--product">{{ account.productName }}</span>
|
|
||||||
<span
|
|
||||||
class="sc-badge"
|
|
||||||
[class.sc-badge--pending]="account.status?.code?.includes('pending')"
|
|
||||||
[class.sc-badge--active]="account.status?.code?.includes('active')"
|
|
||||||
>{{ account.status?.value }}</span
|
|
||||||
>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Editable Shares + Price -->
|
|
||||||
<div class="sc-member-card__shares">
|
|
||||||
<div class="sc-shares-inputs">
|
|
||||||
<div class="sc-shares-field">
|
|
||||||
<label class="sc-shares-label">No. of Shares</label>
|
|
||||||
<input
|
|
||||||
class="sc-shares-input"
|
|
||||||
type="number"
|
|
||||||
min="0"
|
|
||||||
[(ngModel)]="requestedSharesInput"
|
|
||||||
(input)="recalc()"
|
|
||||||
placeholder="0"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
<div class="sc-shares-sep">×</div>
|
|
||||||
<div class="sc-shares-field">
|
|
||||||
<label class="sc-shares-label">Price / Share (₹)</label>
|
|
||||||
<input
|
|
||||||
class="sc-shares-input"
|
|
||||||
type="number"
|
|
||||||
min="0"
|
|
||||||
[(ngModel)]="pricePerShare"
|
|
||||||
(input)="recalc()"
|
|
||||||
placeholder="0.00"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
<div class="sc-shares-sep">=</div>
|
|
||||||
<div class="sc-shares-result">
|
|
||||||
<div class="sc-shares-label">Share Amount</div>
|
|
||||||
<div class="sc-shares-total">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Amount Breakdown + GL Preview -->
|
|
||||||
<div class="sc-split">
|
|
||||||
<!-- LEFT: Amount Breakdown -->
|
|
||||||
<div class="pg-card sc-breakdown">
|
|
||||||
<div class="sc-breakdown__header">
|
|
||||||
<mat-icon>receipt_long</mat-icon>
|
|
||||||
<span>Amount Breakdown</span>
|
|
||||||
</div>
|
|
||||||
<table class="pg-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Description</th>
|
|
||||||
<th class="num">Amount</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
<tr>
|
|
||||||
<td>
|
|
||||||
Share Amount
|
|
||||||
<span class="sc-dim">
|
|
||||||
({{ requestedSharesInput }} shares × {{ currencySymbol }}{{ pricePerShare | number: '1.2-2' }})
|
|
||||||
</span>
|
|
||||||
</td>
|
|
||||||
<td class="num">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
@for (charge of charges; track charge.id) {
|
|
||||||
<tr>
|
|
||||||
<td>{{ charge.name }}</td>
|
|
||||||
<td class="num sc-charge-amount">
|
|
||||||
<input class="sc-charge-input" type="number" min="0" [(ngModel)]="charge.amount" (input)="recalc()" />
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
@if (charges.length === 0) {
|
|
||||||
<tr>
|
|
||||||
<td colspan="2">
|
|
||||||
<span class="sc-dim">No charges applicable</span>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
<tfoot>
|
|
||||||
<tr class="sc-total-row">
|
|
||||||
<td><strong>Total Payable</strong></td>
|
|
||||||
<td class="num sc-total-amount">
|
|
||||||
<strong>{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</strong>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
</tfoot>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- RIGHT: GL Preview -->
|
|
||||||
<div class="pg-card sc-gl-preview">
|
|
||||||
<div class="sc-breakdown__header">
|
|
||||||
<mat-icon>account_tree</mat-icon>
|
|
||||||
<span>GL Entries Preview</span>
|
|
||||||
</div>
|
|
||||||
<table class="pg-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Account</th>
|
|
||||||
<th>Dr / Cr</th>
|
|
||||||
<th class="num">Amount</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
<tr class="gl-row--dr">
|
|
||||||
<td class="gl-acname">Cash Vault GL</td>
|
|
||||||
<td><span class="sc-dr-badge">Dr</span></td>
|
|
||||||
<td class="num gl-amt--dr">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
<tr class="gl-row--cr">
|
|
||||||
<td class="gl-acname">Share Sundry GL</td>
|
|
||||||
<td><span class="sc-cr-badge">Cr</span></td>
|
|
||||||
<td class="num gl-amt--cr">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
@if (totalChargeAmount > 0) {
|
|
||||||
<tr class="gl-row--cr">
|
|
||||||
<td class="gl-acname">Charge Receivable GL</td>
|
|
||||||
<td><span class="sc-cr-badge">Cr</span></td>
|
|
||||||
<td class="num gl-amt--cr">{{ currencySymbol }}{{ totalChargeAmount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
<div class="sc-gl-note">
|
|
||||||
<mat-icon>info_outline</mat-icon>
|
|
||||||
Funds move to Share GL & Income GL when account is <strong>activated</strong>.
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- ── DENOMINATION (Cash Only) ── -->
|
|
||||||
@if (isCashPayment && allDenominations.length > 0) {
|
|
||||||
<div class="pg-card sc-denom">
|
|
||||||
<div class="sc-breakdown__header">
|
|
||||||
<mat-icon>payments</mat-icon>
|
|
||||||
<span>Denomination Entry</span>
|
|
||||||
@if (denominationTotal > 0) {
|
|
||||||
<span
|
|
||||||
class="sc-denom-badge"
|
|
||||||
[class.sc-denom-badge--match]="denomMatchesTotal"
|
|
||||||
[class.sc-denom-badge--mismatch]="!denomMatchesTotal"
|
|
||||||
>
|
|
||||||
₹{{ denominationTotal | number: '1.2-2' }}
|
|
||||||
{{ denomMatchesTotal ? '✓ Matches' : '≠ Mismatch' }}
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
@if (denominationTotal === 0) {
|
|
||||||
<span class="sc-denom-required">⚠ Required for Cash</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
<div class="sc-denom-body">
|
|
||||||
<table class="pg-table sc-denom-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Denomination</th>
|
|
||||||
<th class="num">Count</th>
|
|
||||||
<th class="num">Amount</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (d of allDenominations; track d.id) {
|
|
||||||
<tr>
|
|
||||||
<td>
|
|
||||||
<span class="sc-denom-chip" [class.sc-denom-chip--coin]="d.kind === 'coin'">{{ d.label }}</span>
|
|
||||||
</td>
|
|
||||||
<td class="num">
|
|
||||||
<div class="sc-denom-stepper">
|
|
||||||
<button type="button" (click)="bumpDenom(d, -1)" [disabled]="countFor(d) === 0">−</button>
|
|
||||||
<input
|
|
||||||
type="number"
|
|
||||||
min="0"
|
|
||||||
[value]="countFor(d) || ''"
|
|
||||||
placeholder="0"
|
|
||||||
(input)="onDenomChange(d, $any($event.target).value)"
|
|
||||||
/>
|
|
||||||
<button type="button" (click)="bumpDenom(d, 1)">+</button>
|
|
||||||
</div>
|
|
||||||
</td>
|
|
||||||
<td class="num">{{ subtotalFor(d) > 0 ? (subtotalFor(d) | number: '1.2-2') : '—' }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
<tfoot>
|
|
||||||
<tr>
|
|
||||||
<td><strong>Total</strong></td>
|
|
||||||
<td></td>
|
|
||||||
<td class="num">
|
|
||||||
<strong>₹{{ denominationTotal | number: '1.2-2' }}</strong>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
</tfoot>
|
|
||||||
</table>
|
|
||||||
@if (!denomMatchesTotal && denominationTotal > 0) {
|
|
||||||
<div class="sc-denom-mismatch">
|
|
||||||
<mat-icon>warning</mat-icon>
|
|
||||||
Denomination ₹{{ denominationTotal | number: '1.2-2' }} must equal Total Payable ₹{{
|
|
||||||
totalAmount | number: '1.2-2'
|
|
||||||
}}.
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (denominationTotal > 0) {
|
|
||||||
<div class="sc-denom-actions">
|
|
||||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="clearDenominations()">
|
|
||||||
<mat-icon>clear</mat-icon> Clear
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Transaction Details -->
|
|
||||||
<div class="pg-toolbar pg-toolbar--mat">
|
|
||||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
|
||||||
<mat-label>Transaction Date *</mat-label>
|
|
||||||
<input matInput type="date" [(ngModel)]="transactionDate" />
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
|
||||||
<mat-label>Payment Mode</mat-label>
|
|
||||||
<mat-select [(ngModel)]="paymentTypeId">
|
|
||||||
<mat-option [value]="null">— Cash (Default) —</mat-option>
|
|
||||||
@for (pt of paymentTypes; track pt.id) {
|
|
||||||
<mat-option [value]="pt.id">{{ pt.name }}</mat-option>
|
|
||||||
}
|
|
||||||
</mat-select>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
|
|
||||||
<mat-label>Note (Optional)</mat-label>
|
|
||||||
<input matInput type="text" [(ngModel)]="note" placeholder="e.g. Share purchase for 100 shares" />
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Footer Submit Bar -->
|
|
||||||
<div class="pg-total-bar sc-footer">
|
|
||||||
<div class="sc-footer__summary">
|
|
||||||
<span class="sc-footer__label">Total to Collect</span>
|
|
||||||
<span class="sc-footer__amount">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
<div class="sc-footer__actions">
|
|
||||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="reset()"><mat-icon>close</mat-icon> Cancel</button>
|
|
||||||
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!isValid || saving" (click)="submit()">
|
|
||||||
<mat-icon>payments</mat-icon>
|
|
||||||
{{ saving ? 'Posting…' : 'Collect & Post' }}
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── SUCCESS ── -->
|
|
||||||
@if (pageState === 'success' && collectionResult) {
|
|
||||||
<div class="sc-success">
|
|
||||||
<div class="sc-success__icon-wrap">
|
|
||||||
<mat-icon>check_circle</mat-icon>
|
|
||||||
</div>
|
|
||||||
<h2 class="sc-success__title">Collection Posted Successfully</h2>
|
|
||||||
<p class="sc-success__sub">
|
|
||||||
Cash of
|
|
||||||
<strong>{{ collectionResult.currencyCode }} {{ collectionResult.totalAmount | number: '1.2-2' }}</strong>
|
|
||||||
collected from <strong>{{ collectionResult.clientName }}</strong> on
|
|
||||||
<strong>{{ collectionResult.collectionDate }}</strong> by <strong>{{ collectionResult.collectedBy }}</strong
|
|
||||||
>.
|
|
||||||
</p>
|
|
||||||
|
|
||||||
<!-- Transaction reference -->
|
|
||||||
<div class="sc-success__ref">
|
|
||||||
<span class="sc-success__ref-label">Transaction ID</span>
|
|
||||||
<span class="sc-success__ref-val">{{ collectionResult.transactionId }}</span>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- GL entries from backend -->
|
|
||||||
<div class="sc-success__gl">
|
|
||||||
@for (entry of collectionResult.glEntries; track entry.account) {
|
|
||||||
<div
|
|
||||||
class="sc-success__gl-row"
|
|
||||||
[class.sc-success__gl-row--dr]="entry.type === 'Dr'"
|
|
||||||
[class.sc-success__gl-row--cr]="entry.type === 'Cr'"
|
|
||||||
>
|
|
||||||
<span>{{ entry.type }}. {{ entry.account }}</span>
|
|
||||||
<span>{{ entry.currency }} {{ entry.amount | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<p class="sc-success__note">
|
|
||||||
Funds are held in Sundry GL. They will move to Share Equity GL when the account is activated.
|
|
||||||
</p>
|
|
||||||
|
|
||||||
<button type="button" class="pg-btn pg-btn--primary" (click)="reset()">
|
|
||||||
<mat-icon>add</mat-icon> New Collection
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
@@ -1,701 +0,0 @@
|
|||||||
/**
|
|
||||||
* Copyright since 2025 Mifos Initiative
|
|
||||||
*
|
|
||||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
// ── Search Bar ───────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-search-bar {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 12px;
|
|
||||||
padding: 10px 14px;
|
|
||||||
|
|
||||||
&__input-wrap {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 8px;
|
|
||||||
flex: 1 1 auto;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__icon {
|
|
||||||
color: #94a3b8;
|
|
||||||
font-size: 20px;
|
|
||||||
width: 20px;
|
|
||||||
height: 20px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__input {
|
|
||||||
flex: 1 1 auto;
|
|
||||||
border: none;
|
|
||||||
outline: none;
|
|
||||||
font-size: 14px;
|
|
||||||
font-family: inherit;
|
|
||||||
color: #0d1b2a;
|
|
||||||
background: transparent;
|
|
||||||
|
|
||||||
&::placeholder {
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Alert ────────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-alert {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
padding: 12px 16px;
|
|
||||||
border-radius: 10px;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 500;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 20px;
|
|
||||||
width: 20px;
|
|
||||||
height: 20px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--error {
|
|
||||||
background: #fef2f2;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
color: #dc2626;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Spinner ──────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-spin {
|
|
||||||
animation: sc-spin 1.2s linear infinite;
|
|
||||||
display: block;
|
|
||||||
margin: 0 auto 8px;
|
|
||||||
font-size: 32px !important;
|
|
||||||
width: 32px !important;
|
|
||||||
height: 32px !important;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
|
|
||||||
@keyframes sc-spin {
|
|
||||||
from {
|
|
||||||
transform: rotate(0deg);
|
|
||||||
}
|
|
||||||
|
|
||||||
to {
|
|
||||||
transform: rotate(360deg);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Member Card ──────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-member-card {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 16px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 12px;
|
|
||||||
padding: 16px 20px;
|
|
||||||
|
|
||||||
&__avatar {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
width: 48px;
|
|
||||||
height: 48px;
|
|
||||||
border-radius: 50%;
|
|
||||||
background: #eff6ff;
|
|
||||||
flex-shrink: 0;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
color: #2563eb;
|
|
||||||
font-size: 24px;
|
|
||||||
width: 24px;
|
|
||||||
height: 24px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__info {
|
|
||||||
flex: 1 1 auto;
|
|
||||||
min-width: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__name {
|
|
||||||
font-size: 16px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #1e293b;
|
|
||||||
margin-bottom: 6px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__meta {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 6px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__shares {
|
|
||||||
flex-shrink: 0;
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Badges ───────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-badge {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
height: 22px;
|
|
||||||
padding: 0 8px;
|
|
||||||
border-radius: 5px;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
background: #f1f5f9;
|
|
||||||
color: #475569;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
|
|
||||||
&--account {
|
|
||||||
background: #eff6ff;
|
|
||||||
color: #1d4ed8;
|
|
||||||
border-color: #bfdbfe;
|
|
||||||
font-family: 'Roboto Mono', monospace;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--product {
|
|
||||||
background: #f0fdf4;
|
|
||||||
color: #15803d;
|
|
||||||
border-color: #bbf7d0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--pending {
|
|
||||||
background: #fffbeb;
|
|
||||||
color: #d97706;
|
|
||||||
border-color: #fde68a;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--active {
|
|
||||||
background: #f0fdf4;
|
|
||||||
color: #15803d;
|
|
||||||
border-color: #bbf7d0;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Editable Share Inputs ────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-shares-inputs {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
justify-content: flex-end;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-field {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 3px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-label {
|
|
||||||
font-size: 10px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.07em;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-input {
|
|
||||||
width: 110px;
|
|
||||||
height: 38px;
|
|
||||||
border: 1.5px solid #e2e8f0;
|
|
||||||
border-radius: 8px;
|
|
||||||
padding: 0 10px;
|
|
||||||
font-size: 14px;
|
|
||||||
font-weight: 700;
|
|
||||||
font-family: inherit;
|
|
||||||
color: #1353a0;
|
|
||||||
text-align: right;
|
|
||||||
outline: none;
|
|
||||||
background: #f8fafc;
|
|
||||||
transition: border-color 0.15s;
|
|
||||||
|
|
||||||
&:focus {
|
|
||||||
border-color: #1353a0;
|
|
||||||
background: #fff;
|
|
||||||
}
|
|
||||||
|
|
||||||
&::-webkit-outer-spin-button,
|
|
||||||
&::-webkit-inner-spin-button {
|
|
||||||
appearance: none;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-sep {
|
|
||||||
font-size: 20px;
|
|
||||||
font-weight: 300;
|
|
||||||
color: #94a3b8;
|
|
||||||
padding-top: 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-result {
|
|
||||||
text-align: right;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-total {
|
|
||||||
font-size: 20px;
|
|
||||||
font-weight: 800;
|
|
||||||
color: #0f4f3c;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Editable Charge Amount ───────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-charge-amount {
|
|
||||||
padding: 4px 14px !important;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-charge-input {
|
|
||||||
width: 100px;
|
|
||||||
height: 32px;
|
|
||||||
border: 1.5px solid #e2e8f0;
|
|
||||||
border-radius: 6px;
|
|
||||||
padding: 0 8px;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 700;
|
|
||||||
font-family: inherit;
|
|
||||||
color: #1353a0;
|
|
||||||
text-align: right;
|
|
||||||
outline: none;
|
|
||||||
background: #f8fafc;
|
|
||||||
transition: border-color 0.15s;
|
|
||||||
|
|
||||||
&:focus {
|
|
||||||
border-color: #1353a0;
|
|
||||||
background: #fff;
|
|
||||||
}
|
|
||||||
|
|
||||||
&::-webkit-outer-spin-button,
|
|
||||||
&::-webkit-inner-spin-button {
|
|
||||||
appearance: none;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Split Layout ─────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-split {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: 1fr 1fr;
|
|
||||||
gap: 16px;
|
|
||||||
|
|
||||||
@media (width <= 900px) {
|
|
||||||
grid-template-columns: 1fr;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Breakdown Card ───────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-breakdown {
|
|
||||||
&__header {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 8px;
|
|
||||||
padding: 12px 16px;
|
|
||||||
background: #f8fafc;
|
|
||||||
border-bottom: 1px solid #e2e8f0;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #334155;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 18px;
|
|
||||||
width: 18px;
|
|
||||||
height: 18px;
|
|
||||||
color: #0f4f3c;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-gl-preview {
|
|
||||||
.sc-breakdown__header {
|
|
||||||
mat-icon {
|
|
||||||
color: #1d4ed8;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-gl-note {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 6px;
|
|
||||||
padding: 10px 14px;
|
|
||||||
font-size: 12px;
|
|
||||||
color: #64748b;
|
|
||||||
background: #f8fafc;
|
|
||||||
border-top: 1px solid #e2e8f0;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 16px;
|
|
||||||
width: 16px;
|
|
||||||
height: 16px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
margin-top: 1px;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Table helpers ────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-dim {
|
|
||||||
color: #94a3b8;
|
|
||||||
font-size: 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-total-row td {
|
|
||||||
background: #f8fafc;
|
|
||||||
border-top: 2px solid #e2e8f0;
|
|
||||||
font-size: 14px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-total-amount {
|
|
||||||
color: #0f4f3c;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Dr / Cr badges ───────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-dr-badge,
|
|
||||||
.sc-cr-badge {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
width: 32px;
|
|
||||||
height: 20px;
|
|
||||||
border-radius: 4px;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 800;
|
|
||||||
letter-spacing: 0.04em;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-dr-badge {
|
|
||||||
background: #fef2f2;
|
|
||||||
color: #dc2626;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-cr-badge {
|
|
||||||
background: #f0fdf4;
|
|
||||||
color: #15803d;
|
|
||||||
border: 1px solid #bbf7d0;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Footer ───────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-footer {
|
|
||||||
justify-content: space-between !important;
|
|
||||||
|
|
||||||
&__summary {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 2px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__label {
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.07em;
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__amount {
|
|
||||||
font-size: 22px;
|
|
||||||
font-weight: 800;
|
|
||||||
color: #0f4f3c;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__actions {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Denomination Panel ────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-denom {
|
|
||||||
padding: 0;
|
|
||||||
overflow: hidden;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-body {
|
|
||||||
padding: 14px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-table {
|
|
||||||
width: 100%;
|
|
||||||
|
|
||||||
th,
|
|
||||||
td {
|
|
||||||
padding: 7px 10px;
|
|
||||||
font-size: 13px;
|
|
||||||
}
|
|
||||||
|
|
||||||
tfoot td {
|
|
||||||
border-top: 2px solid #e2e8f0;
|
|
||||||
background: #f8fafc;
|
|
||||||
font-size: 14px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-chip {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
height: 24px;
|
|
||||||
padding: 0 10px;
|
|
||||||
border-radius: 5px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
background: #eff6ff;
|
|
||||||
color: #1d4ed8;
|
|
||||||
border: 1px solid #bfdbfe;
|
|
||||||
|
|
||||||
&--coin {
|
|
||||||
background: #fffbeb;
|
|
||||||
color: #d97706;
|
|
||||||
border-color: #fde68a;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-stepper {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 4px;
|
|
||||||
justify-content: flex-end;
|
|
||||||
|
|
||||||
button {
|
|
||||||
width: 26px;
|
|
||||||
height: 26px;
|
|
||||||
border: 1.5px solid #e2e8f0;
|
|
||||||
border-radius: 5px;
|
|
||||||
background: #f8fafc;
|
|
||||||
color: #475569;
|
|
||||||
font-size: 16px;
|
|
||||||
line-height: 1;
|
|
||||||
cursor: pointer;
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
padding: 0;
|
|
||||||
|
|
||||||
&:hover:not(:disabled) {
|
|
||||||
background: #e0f2fe;
|
|
||||||
border-color: #7dd3fc;
|
|
||||||
color: #0369a1;
|
|
||||||
}
|
|
||||||
|
|
||||||
&:disabled {
|
|
||||||
opacity: 0.35;
|
|
||||||
cursor: not-allowed;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
input {
|
|
||||||
width: 62px;
|
|
||||||
height: 28px;
|
|
||||||
border: 1.5px solid #e2e8f0;
|
|
||||||
border-radius: 6px;
|
|
||||||
padding: 0 6px;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 600;
|
|
||||||
font-family: inherit;
|
|
||||||
text-align: right;
|
|
||||||
outline: none;
|
|
||||||
background: #fff;
|
|
||||||
|
|
||||||
&:focus {
|
|
||||||
border-color: #1353a0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&::-webkit-outer-spin-button,
|
|
||||||
&::-webkit-inner-spin-button {
|
|
||||||
appearance: none;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-badge {
|
|
||||||
margin-left: auto;
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
height: 22px;
|
|
||||||
padding: 0 10px;
|
|
||||||
border-radius: 5px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
|
|
||||||
&--match {
|
|
||||||
background: #f0fdf4;
|
|
||||||
color: #15803d;
|
|
||||||
border: 1px solid #bbf7d0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--mismatch {
|
|
||||||
background: #fef2f2;
|
|
||||||
color: #dc2626;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-required {
|
|
||||||
margin-left: auto;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #d97706;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-mismatch {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 6px;
|
|
||||||
margin-top: 10px;
|
|
||||||
padding: 9px 12px;
|
|
||||||
background: #fef2f2;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
border-radius: 8px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #dc2626;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 16px;
|
|
||||||
width: 16px;
|
|
||||||
height: 16px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-actions {
|
|
||||||
display: flex;
|
|
||||||
justify-content: flex-end;
|
|
||||||
margin-top: 10px;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Success ──────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-success {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
align-items: center;
|
|
||||||
text-align: center;
|
|
||||||
padding: 40px 24px;
|
|
||||||
gap: 16px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 16px;
|
|
||||||
|
|
||||||
&__icon-wrap {
|
|
||||||
width: 72px;
|
|
||||||
height: 72px;
|
|
||||||
border-radius: 50%;
|
|
||||||
background: #f0fdf4;
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 40px;
|
|
||||||
width: 40px;
|
|
||||||
height: 40px;
|
|
||||||
color: #16a34a;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
font-size: 22px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #1e293b;
|
|
||||||
margin: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__sub {
|
|
||||||
font-size: 14px;
|
|
||||||
color: #64748b;
|
|
||||||
max-width: 480px;
|
|
||||||
margin: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__ref {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
background: #f1f5f9;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 8px;
|
|
||||||
padding: 8px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__ref-label {
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.07em;
|
|
||||||
color: #94a3b8;
|
|
||||||
white-space: nowrap;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__ref-val {
|
|
||||||
font-family: 'Roboto Mono', 'Courier New', monospace;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #1353a0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__note {
|
|
||||||
font-size: 12px;
|
|
||||||
color: #94a3b8;
|
|
||||||
max-width: 420px;
|
|
||||||
margin: 0;
|
|
||||||
text-align: center;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__gl {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 6px;
|
|
||||||
width: 100%;
|
|
||||||
max-width: 400px;
|
|
||||||
background: #f8fafc;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 10px;
|
|
||||||
padding: 14px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__gl-row {
|
|
||||||
display: flex;
|
|
||||||
justify-content: space-between;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 600;
|
|
||||||
padding: 4px 0;
|
|
||||||
border-bottom: 1px dotted #e2e8f0;
|
|
||||||
|
|
||||||
&:last-child {
|
|
||||||
border-bottom: none;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--dr {
|
|
||||||
color: #dc2626;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--cr {
|
|
||||||
color: #15803d;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,282 +0,0 @@
|
|||||||
/**
|
|
||||||
* Copyright since 2025 Mifos Initiative
|
|
||||||
*
|
|
||||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
|
||||||
import { CommonModule } from '@angular/common';
|
|
||||||
import { FormsModule } from '@angular/forms';
|
|
||||||
import { RouterModule } from '@angular/router';
|
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
|
||||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
|
||||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
|
||||||
import { MatSelectModule } from '@angular/material/select';
|
|
||||||
import { MatInputModule } from '@angular/material/input';
|
|
||||||
import { catchError } from 'rxjs/operators';
|
|
||||||
import { of } from 'rxjs';
|
|
||||||
import { CashierService } from '../cashier.service';
|
|
||||||
|
|
||||||
type PageState = 'idle' | 'searching' | 'loaded' | 'submitting' | 'success';
|
|
||||||
|
|
||||||
interface Denomination {
|
|
||||||
id: number;
|
|
||||||
value: number;
|
|
||||||
kind: 'note' | 'coin';
|
|
||||||
label: string;
|
|
||||||
}
|
|
||||||
|
|
||||||
interface ShareCharge {
|
|
||||||
id: number;
|
|
||||||
name: string;
|
|
||||||
amount: number;
|
|
||||||
currencySymbol: string;
|
|
||||||
}
|
|
||||||
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-share-collection',
|
|
||||||
templateUrl: './share-collection.component.html',
|
|
||||||
styleUrls: [
|
|
||||||
'../cashier-shared.scss',
|
|
||||||
'./share-collection.component.scss'
|
|
||||||
],
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
CommonModule,
|
|
||||||
FormsModule,
|
|
||||||
RouterModule,
|
|
||||||
MatIconModule,
|
|
||||||
MatSnackBarModule,
|
|
||||||
MatFormFieldModule,
|
|
||||||
MatSelectModule,
|
|
||||||
MatInputModule
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class ShareCollectionComponent implements OnInit {
|
|
||||||
private service = inject(CashierService);
|
|
||||||
private snackBar = inject(MatSnackBar);
|
|
||||||
|
|
||||||
pageState: PageState = 'idle';
|
|
||||||
accountInput = '';
|
|
||||||
transactionDate = '';
|
|
||||||
paymentTypeId: number | null = null;
|
|
||||||
paymentTypes: any[] = [];
|
|
||||||
note = '';
|
|
||||||
errorMsg = '';
|
|
||||||
saving = false;
|
|
||||||
|
|
||||||
account: any = null;
|
|
||||||
charges: ShareCharge[] = [];
|
|
||||||
collectionResult: any = null; // filled after successful POST
|
|
||||||
|
|
||||||
// Editable fields — cashier can override if API returns 0
|
|
||||||
requestedSharesInput = 0;
|
|
||||||
pricePerShare = 0;
|
|
||||||
|
|
||||||
// ── Denomination ────────────────────────────────────────────────────────────
|
|
||||||
notes: Denomination[] = [];
|
|
||||||
coins: Denomination[] = [];
|
|
||||||
denominationCounts: Record<string, number> = {};
|
|
||||||
|
|
||||||
get shareAmount(): number {
|
|
||||||
return this.requestedSharesInput * this.pricePerShare;
|
|
||||||
}
|
|
||||||
|
|
||||||
get totalChargeAmount(): number {
|
|
||||||
return this.charges.reduce((s, c) => s + c.amount, 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get totalAmount(): number {
|
|
||||||
return this.shareAmount + this.totalChargeAmount;
|
|
||||||
}
|
|
||||||
|
|
||||||
get currencySymbol(): string {
|
|
||||||
return this.account?.currency?.displaySymbol ?? '₹';
|
|
||||||
}
|
|
||||||
|
|
||||||
get isCashPayment(): boolean {
|
|
||||||
if (this.paymentTypeId === null) return true;
|
|
||||||
const pt = this.paymentTypes.find((p: any) => p.id === this.paymentTypeId);
|
|
||||||
return !!pt?.isCashPayment;
|
|
||||||
}
|
|
||||||
|
|
||||||
get allDenominations(): Denomination[] {
|
|
||||||
const desc = (a: Denomination, b: Denomination) => b.value - a.value;
|
|
||||||
return [
|
|
||||||
...[...this.notes].sort(desc),
|
|
||||||
...[...this.coins].sort(desc)
|
|
||||||
];
|
|
||||||
}
|
|
||||||
|
|
||||||
get denominationTotal(): number {
|
|
||||||
return this.allDenominations.reduce((s, d) => s + this.subtotalFor(d), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get denomMatchesTotal(): boolean {
|
|
||||||
return this.denominationTotal === this.totalAmount;
|
|
||||||
}
|
|
||||||
|
|
||||||
get isValid(): boolean {
|
|
||||||
if (!this.account || this.totalAmount <= 0 || !this.transactionDate) return false;
|
|
||||||
if (this.isCashPayment && this.allDenominations.length > 0) {
|
|
||||||
return this.denomMatchesTotal;
|
|
||||||
}
|
|
||||||
return true;
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
const d = new Date();
|
|
||||||
this.transactionDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
|
||||||
this.service
|
|
||||||
.getPaymentTypes()
|
|
||||||
.pipe(catchError(() => of([])))
|
|
||||||
.subscribe((types: any[]) => (this.paymentTypes = types || []));
|
|
||||||
this.loadDenominations();
|
|
||||||
}
|
|
||||||
|
|
||||||
private loadDenominations(): void {
|
|
||||||
this.service
|
|
||||||
.getActiveDenominations()
|
|
||||||
.pipe(catchError(() => of([])))
|
|
||||||
.subscribe((list: any[]) => {
|
|
||||||
const rows: Denomination[] = (list || []).map((d: any) => ({
|
|
||||||
id: d.id,
|
|
||||||
value: d.denomination ?? d.value,
|
|
||||||
kind: d.type === 'coin' ? 'coin' : 'note',
|
|
||||||
label: '₹' + (d.denomination ?? d.value)
|
|
||||||
}));
|
|
||||||
const order = (a: Denomination, b: Denomination) => b.value - a.value;
|
|
||||||
this.notes = rows.filter((r) => r.kind === 'note').sort(order);
|
|
||||||
this.coins = rows.filter((r) => r.kind === 'coin').sort(order);
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Denomination helpers ──────────────────────────────────────────────────
|
|
||||||
|
|
||||||
denomKey(d: Denomination): string {
|
|
||||||
return `${d.kind}:${d.value}`;
|
|
||||||
}
|
|
||||||
|
|
||||||
countFor(d: Denomination): number {
|
|
||||||
return this.denominationCounts[this.denomKey(d)] || 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
subtotalFor(d: Denomination): number {
|
|
||||||
return this.countFor(d) * d.value;
|
|
||||||
}
|
|
||||||
|
|
||||||
onDenomChange(d: Denomination, raw: any): void {
|
|
||||||
this.denominationCounts[this.denomKey(d)] = Math.max(0, Math.floor(Number(raw) || 0));
|
|
||||||
}
|
|
||||||
|
|
||||||
bumpDenom(d: Denomination, delta: number): void {
|
|
||||||
this.denominationCounts[this.denomKey(d)] = Math.max(0, this.countFor(d) + delta);
|
|
||||||
}
|
|
||||||
|
|
||||||
clearDenominations(): void {
|
|
||||||
this.denominationCounts = {};
|
|
||||||
}
|
|
||||||
|
|
||||||
searchAccount(): void {
|
|
||||||
const query = this.accountInput.trim();
|
|
||||||
if (!query) return;
|
|
||||||
this.pageState = 'searching';
|
|
||||||
this.account = null;
|
|
||||||
this.charges = [];
|
|
||||||
this.errorMsg = '';
|
|
||||||
|
|
||||||
this.service
|
|
||||||
.getShareAccountForCollection(query)
|
|
||||||
.pipe(
|
|
||||||
catchError((err) => {
|
|
||||||
this.errorMsg =
|
|
||||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
|
||||||
err?.error?.developerMessage ||
|
|
||||||
'Account not found. Please check the account ID and try again.';
|
|
||||||
this.pageState = 'idle';
|
|
||||||
return of(null);
|
|
||||||
})
|
|
||||||
)
|
|
||||||
.subscribe((acc: any) => {
|
|
||||||
if (!acc) return;
|
|
||||||
this.account = acc;
|
|
||||||
|
|
||||||
// Auto-detect shares from summary or first pending purchasedShares entry
|
|
||||||
const pendingTx = (acc.purchasedShares || []).find(
|
|
||||||
(t: any) =>
|
|
||||||
t.status?.code === 'purchasedSharesStatusType.applied' && t.type?.code === 'purchasedSharesType.purchased'
|
|
||||||
);
|
|
||||||
this.requestedSharesInput = Number(
|
|
||||||
acc.summary?.totalPendingForApprovalShares || pendingTx?.numberOfShares || acc.requestedShares || 0
|
|
||||||
);
|
|
||||||
this.pricePerShare = Number(pendingTx?.purchasedPrice || acc.currentMarketPrice || acc.unitPrice || 0);
|
|
||||||
|
|
||||||
// Show ALL charges on the account — no type filtering
|
|
||||||
this.charges = (acc.charges || []).map((c: any) => ({
|
|
||||||
id: c.chargeId ?? c.id,
|
|
||||||
name: c.name,
|
|
||||||
amount: Number(c.amount ?? c.amountOutstanding ?? 0),
|
|
||||||
currencySymbol: c.currency?.displaySymbol ?? '₹'
|
|
||||||
}));
|
|
||||||
|
|
||||||
this.pageState = 'loaded';
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
recalc(): void {
|
|
||||||
// triggered by input changes — nothing extra needed, getters auto-recalculate
|
|
||||||
}
|
|
||||||
|
|
||||||
submit(): void {
|
|
||||||
if (!this.isValid || this.saving) return;
|
|
||||||
this.saving = true;
|
|
||||||
const payload = {
|
|
||||||
shareAccountId: this.account.id,
|
|
||||||
accountNo: this.account.accountNo,
|
|
||||||
clientName: this.account.clientName,
|
|
||||||
transactionDate: this.transactionDate,
|
|
||||||
requestedShares: this.requestedSharesInput,
|
|
||||||
pricePerShare: this.pricePerShare,
|
|
||||||
shareAmount: this.shareAmount,
|
|
||||||
chargeAmount: this.totalChargeAmount,
|
|
||||||
totalAmount: this.totalAmount,
|
|
||||||
paymentTypeId: this.paymentTypeId || null,
|
|
||||||
note: this.note || null
|
|
||||||
};
|
|
||||||
|
|
||||||
this.service.collectSharePayment(payload).subscribe({
|
|
||||||
next: (result: any) => {
|
|
||||||
this.collectionResult = result;
|
|
||||||
this.snackBar.open('Share collection posted successfully.', 'Close', { duration: 3000 });
|
|
||||||
this.pageState = 'success';
|
|
||||||
this.saving = false;
|
|
||||||
},
|
|
||||||
error: (err: any) => {
|
|
||||||
const msg =
|
|
||||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
|
||||||
err?.error?.developerMessage ||
|
|
||||||
err?.error?.defaultUserMessage ||
|
|
||||||
'Collection failed. Please try again.';
|
|
||||||
this.snackBar.open(msg, 'Close', { duration: 8000 });
|
|
||||||
this.saving = false;
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
reset(): void {
|
|
||||||
this.pageState = 'idle';
|
|
||||||
this.accountInput = '';
|
|
||||||
this.account = null;
|
|
||||||
this.charges = [];
|
|
||||||
this.errorMsg = '';
|
|
||||||
this.note = '';
|
|
||||||
this.paymentTypeId = null;
|
|
||||||
this.requestedSharesInput = 0;
|
|
||||||
this.pricePerShare = 0;
|
|
||||||
this.collectionResult = null;
|
|
||||||
this.saving = false;
|
|
||||||
this.clearDenominations();
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -8,7 +8,7 @@
|
|||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
import { CommonModule } from '@angular/common';
|
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 { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
||||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||||
import { MatInputModule } from '@angular/material/input';
|
import { MatInputModule } from '@angular/material/input';
|
||||||
@@ -35,6 +35,35 @@ export interface CashierIssueDdDialogData {
|
|||||||
accountNo?: string;
|
accountNo?: string;
|
||||||
/** The account holder, for the same reason. */
|
/** The account holder, for the same reason. */
|
||||||
accountHolderName?: string;
|
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({
|
@Component({
|
||||||
@@ -56,10 +85,20 @@ export interface CashierIssueDdDialogData {
|
|||||||
<div class="dd-dialog-header__title">
|
<div class="dd-dialog-header__title">
|
||||||
<mat-icon class="dd-icon">receipt_long</mat-icon>
|
<mat-icon class="dd-icon">receipt_long</mat-icon>
|
||||||
<div>
|
<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>
|
<p>
|
||||||
Next available DD leaflet auto-selected ·
|
@if (isSlip) {
|
||||||
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
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>
|
</p>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@@ -69,41 +108,91 @@ export interface CashierIssueDdDialogData {
|
|||||||
</div>
|
</div>
|
||||||
|
|
||||||
<mat-dialog-content class="dd-dialog-body">
|
<mat-dialog-content class="dd-dialog-body">
|
||||||
<!-- Draft & Financials Summary Card -->
|
<!--
|
||||||
<div class="dd-summary-card">
|
Slip running total.
|
||||||
<!-- The number the customer will actually see printed on the instrument. "Auto-Selected
|
|
||||||
|
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
|
Leaflet" named the stock item rather than the draft, so it was not obvious that this
|
||||||
is the DD number being issued. -->
|
is the DD number being issued. -->
|
||||||
<div class="summary-col">
|
<div class="summary-col">
|
||||||
<span class="label">DD Number Being Issued</span>
|
<span class="label">DD Number Being Issued</span>
|
||||||
<strong class="dd-number-highlight">{{ data.leaflet.ddNumber }}</strong>
|
<strong class="dd-number-highlight">{{ data.leaflet.ddNumber }}</strong>
|
||||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
<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>
|
||||||
<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.
|
The account funding the draft, stated before the form.
|
||||||
@@ -121,123 +210,237 @@ export interface CashierIssueDdDialogData {
|
|||||||
· {{ data.accountHolderName }}
|
· {{ data.accountHolderName }}
|
||||||
}
|
}
|
||||||
<div class="dd-funding-sub">
|
<div class="dd-funding-sub">
|
||||||
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
@if (isSlip) {
|
||||||
approves. No cash is taken at the counter.
|
₹{{ 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>
|
</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
|
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
|
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.
|
re-capturing a name and Aadhaar here would invite a mismatch against the account on record.
|
||||||
-->
|
-->
|
||||||
@if (!isAccountDebit) {
|
@if (!isAccountDebit) {
|
||||||
<div class="form-section-title">Walk-in Purchaser Details</div>
|
<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">
|
<div class="form-row">
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
<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
|
<input
|
||||||
matInput
|
matInput
|
||||||
formControlName="walkinPurchaserName"
|
formControlName="payableAtBranch"
|
||||||
placeholder="e.g. RAMESH CHANDRA"
|
placeholder="e.g. FORT BRANCH"
|
||||||
|
maxlength="150"
|
||||||
style="text-transform: uppercase;"
|
style="text-transform: uppercase;"
|
||||||
/>
|
/>
|
||||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('required')"
|
<mat-error *ngIf="form.get('payableAtBranch')?.hasError('required')"
|
||||||
>Purchaser name is required</mat-error
|
>Payable Branch 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>
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
<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
|
<input
|
||||||
matInput
|
matInput
|
||||||
formControlName="walkinPurchaserAadhaar"
|
formControlName="payableAtCity"
|
||||||
placeholder="12-digit Aadhaar"
|
placeholder="e.g. MUMBAI"
|
||||||
maxlength="12"
|
maxlength="100"
|
||||||
|
style="text-transform: uppercase;"
|
||||||
/>
|
/>
|
||||||
<mat-hint>Masked to last 4 digits before storage</mat-hint>
|
<mat-error *ngIf="form.get('payableAtCity')?.hasError('required')">Payable City is required</mat-error>
|
||||||
<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>
|
</mat-form-field>
|
||||||
</div>
|
</div>
|
||||||
|
</form>
|
||||||
<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>
|
|
||||||
</mat-dialog-content>
|
</mat-dialog-content>
|
||||||
|
|
||||||
<mat-dialog-actions class="dd-dialog-actions" align="end">
|
<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-button type="button" (click)="onClose()">Cancel</button>
|
||||||
<button mat-flat-button color="primary" [disabled]="form.invalid" (click)="onSubmit()">
|
<button mat-flat-button color="primary" [disabled]="activeForm.invalid" (click)="onSubmit()">
|
||||||
Save DD Details
|
{{ isSlip ? 'Save Slip Details' : 'Save DD Details' }}
|
||||||
</button>
|
</button>
|
||||||
</mat-dialog-actions>
|
</mat-dialog-actions>
|
||||||
</div>
|
</div>
|
||||||
@@ -395,6 +598,81 @@ export interface CashierIssueDdDialogData {
|
|||||||
line-height: 1.5;
|
line-height: 1.5;
|
||||||
color: #64748b;
|
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);
|
public data: CashierIssueDdDialogData = inject(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
form!: FormGroup;
|
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. */
|
/** Whether the draft is funded by debiting a member's account rather than by cash at the counter. */
|
||||||
get isAccountDebit(): boolean {
|
get isAccountDebit(): boolean {
|
||||||
return this.data.paymentMethod === 'ACCOUNT_DEBIT';
|
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 {
|
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
|
// 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.
|
// 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
|
// 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 {
|
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 val = this.form.value;
|
||||||
const beneficiary = {
|
const beneficiary = {
|
||||||
beneficiaryName: (val.beneficiaryName || '').trim().toUpperCase(),
|
beneficiaryName: (val.beneficiaryName || '').trim().toUpperCase(),
|
||||||
|
|||||||
@@ -166,23 +166,50 @@
|
|||||||
</div>
|
</div>
|
||||||
<div class="ws-f ws-f--actyp">
|
<div class="ws-f ws-f--actyp">
|
||||||
<label class="ws-f__lbl" title="Account Type">AC. TP.</label>
|
<label class="ws-f__lbl" title="Account Type">AC. TP.</label>
|
||||||
<select
|
@if (acTypLockedByToken && row === selectedRow) {
|
||||||
class="ws-f__ctl"
|
<span
|
||||||
[(ngModel)]="row.acTyp"
|
class="ws-f__ctl ws-f__ctl--locked"
|
||||||
(click)="$event.stopPropagation()"
|
title="Locked — filled from a token-driven request, not a normal account entry"
|
||||||
(change)="
|
>{{ acTypLockedLabel }}</span
|
||||||
row.acTyp === 'GL' &&
|
>
|
||||||
row.typ !== 'Disbursement' &&
|
} @else {
|
||||||
row.typ !== 'Fund Transfer' &&
|
<select
|
||||||
row.typ !== 'Enter Bank Transfer' &&
|
class="ws-f__ctl"
|
||||||
(row.dbCr = 'Cr')
|
[(ngModel)]="row.acTyp"
|
||||||
"
|
(click)="$event.stopPropagation()"
|
||||||
>
|
(change)="
|
||||||
@for (a of acTypOptionsFor(row); track a) {
|
row.acTyp === 'GL' &&
|
||||||
<option [value]="a">{{ a }}</option>
|
row.typ !== 'Disbursement' &&
|
||||||
}
|
row.typ !== 'Fund Transfer' &&
|
||||||
</select>
|
row.typ !== 'Enter Bank Transfer' &&
|
||||||
|
(row.dbCr = 'Cr')
|
||||||
|
"
|
||||||
|
>
|
||||||
|
@for (a of acTypOptionsFor(row); track a) {
|
||||||
|
<option [value]="a">{{ a }}</option>
|
||||||
|
}
|
||||||
|
</select>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
|
@if (showsEntryType(row)) {
|
||||||
|
<div class="ws-f ws-f--paytype">
|
||||||
|
<label
|
||||||
|
class="ws-f__lbl ws-f__lbl--accent"
|
||||||
|
title="What this money was actually collected for — checked before a share application or DD issuance can adopt this voucher"
|
||||||
|
>ENTRY TYPE</label
|
||||||
|
>
|
||||||
|
<select
|
||||||
|
class="ws-f__ctl ws-f__ctl--accent"
|
||||||
|
[(ngModel)]="row.entryTypeCvId"
|
||||||
|
(click)="$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>
|
</div>
|
||||||
|
|
||||||
@@ -206,14 +233,20 @@
|
|||||||
? ddGlMapping?.ddPayableGlCode || 'Auto GL'
|
? ddGlMapping?.ddPayableGlCode || 'Auto GL'
|
||||||
: 'Account number'
|
: 'Account number'
|
||||||
"
|
"
|
||||||
[readonly]="row.typ === 'DD' && !isDdAccountDebitRow(row)"
|
[readonly]="
|
||||||
[class.ws-f__ctl--readonly]="row.typ === 'DD' && !isDdAccountDebitRow(row)"
|
(row.typ === 'DD' && !isDdAccountDebitRow(row)) || (acTypLockedByToken && row === selectedRow)
|
||||||
|
"
|
||||||
|
[class.ws-f__ctl--readonly]="
|
||||||
|
(row.typ === 'DD' && !isDdAccountDebitRow(row)) || (acTypLockedByToken && row === selectedRow)
|
||||||
|
"
|
||||||
[title]="
|
[title]="
|
||||||
isDdAccountDebitRow(row)
|
acTypLockedByToken && row === selectedRow
|
||||||
? 'Member account the draft is funded from'
|
? 'Locked — filled from a token-driven request, not a normal account entry'
|
||||||
: row.typ === 'DD'
|
: isDdAccountDebitRow(row)
|
||||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
? 'Member account the draft is funded from'
|
||||||
: 'Account number'
|
: row.typ === 'DD'
|
||||||
|
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||||
|
: 'Account number'
|
||||||
"
|
"
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -286,9 +319,13 @@
|
|||||||
[value]="row.amount ?? ''"
|
[value]="row.amount ?? ''"
|
||||||
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
||||||
(click)="$event.stopPropagation()"
|
(click)="$event.stopPropagation()"
|
||||||
[placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
|
[placeholder]="isMultiDdRow(row) ? 'Per draft' : row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||||
[readonly]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
[readonly]="
|
||||||
[class.ws-amt-input--locked]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||||
|
"
|
||||||
|
[class.ws-amt-input--locked]="
|
||||||
|
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||||
|
"
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@if (row.acTyp === 'SHR' && rowSharePrices[row.acNo]) {
|
@if (row.acTyp === 'SHR' && rowSharePrices[row.acNo]) {
|
||||||
@@ -298,6 +335,19 @@
|
|||||||
}}/share</span
|
}}/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>
|
</div>
|
||||||
@if (row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')) {
|
@if (row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')) {
|
||||||
<div class="ws-f ws-f--cheqno">
|
<div class="ws-f ws-f--cheqno">
|
||||||
@@ -377,9 +427,36 @@
|
|||||||
<div class="ws-group ws-group--flex">
|
<div class="ws-group ws-group--flex">
|
||||||
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
||||||
<div class="ws-group__fields">
|
<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)="$event.stopPropagation()"
|
||||||
|
placeholder="1"
|
||||||
|
/>
|
||||||
|
</div>
|
||||||
|
@if (isMultiDdRow(row)) {
|
||||||
|
<span class="ws-f__hint">One debit · {{ ddCountFor(row) }} drafts</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
<div class="ws-f ws-f--amt">
|
<div class="ws-f ws-f--amt">
|
||||||
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
||||||
<div class="ws-amt-wrap">
|
<div class="ws-amt-wrap" [class.ws-amt-wrap--locked]="isMultiDdRow(row)">
|
||||||
<span class="ws-amt-prefix">₹</span>
|
<span class="ws-amt-prefix">₹</span>
|
||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input"
|
class="ws-f__ctl ws-amt-input"
|
||||||
@@ -388,8 +465,15 @@
|
|||||||
(input)="row.ddCharges = +$any($event.target).value"
|
(input)="row.ddCharges = +$any($event.target).value"
|
||||||
(click)="$event.stopPropagation()"
|
(click)="$event.stopPropagation()"
|
||||||
placeholder="0.00"
|
placeholder="0.00"
|
||||||
|
[readonly]="isMultiDdRow(row)"
|
||||||
|
[class.ws-amt-input--locked]="isMultiDdRow(row)"
|
||||||
/>
|
/>
|
||||||
</div>
|
</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>
|
||||||
<div class="ws-f ws-f--amt">
|
<div class="ws-f ws-f--amt">
|
||||||
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
||||||
@@ -400,7 +484,7 @@
|
|||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||||
type="text"
|
type="text"
|
||||||
[value]="ddGstAmountFor(row) | number: '1.2-2'"
|
[value]="ddGstDisplayFor(row)"
|
||||||
readonly
|
readonly
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -414,7 +498,7 @@
|
|||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||||
type="text"
|
type="text"
|
||||||
[value]="ddTotalPayableFor(row)"
|
[value]="ddTotalDisplayFor(row)"
|
||||||
readonly
|
readonly
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -427,18 +511,27 @@
|
|||||||
[disabled]="saving"
|
[disabled]="saving"
|
||||||
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
||||||
[title]="
|
[title]="
|
||||||
isDdAccountDebitRow(row)
|
isMultiDdRow(row)
|
||||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
||||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
: 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">{{
|
<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>
|
}}</mat-icon>
|
||||||
<!-- Names the leaflet once details are captured, so the clerk can see at a
|
<!-- 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>{{
|
<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>
|
}}</span>
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
@@ -1523,23 +1616,50 @@
|
|||||||
</div>
|
</div>
|
||||||
<div class="ws-f ws-f--actyp">
|
<div class="ws-f ws-f--actyp">
|
||||||
<label class="ws-f__lbl">AC. TP.</label>
|
<label class="ws-f__lbl">AC. TP.</label>
|
||||||
<select
|
@if (acTypLockedByToken && row === selectedRow) {
|
||||||
class="ws-f__ctl"
|
<span
|
||||||
[(ngModel)]="row.acTyp"
|
class="ws-f__ctl ws-f__ctl--locked"
|
||||||
(click)="$event.stopPropagation()"
|
title="Locked — filled from a token-driven request, not a normal account entry"
|
||||||
(change)="
|
>{{ acTypLockedLabel }}</span
|
||||||
row.acTyp === 'GL' &&
|
>
|
||||||
row.typ !== 'Disbursement' &&
|
} @else {
|
||||||
row.typ !== 'Fund Transfer' &&
|
<select
|
||||||
row.typ !== 'Enter Bank Transfer' &&
|
class="ws-f__ctl"
|
||||||
(row.dbCr = 'Cr')
|
[(ngModel)]="row.acTyp"
|
||||||
"
|
(click)="$event.stopPropagation()"
|
||||||
>
|
(change)="
|
||||||
@for (a of acTypOptionsFor(row); track a) {
|
row.acTyp === 'GL' &&
|
||||||
<option [value]="a">{{ a }}</option>
|
row.typ !== 'Disbursement' &&
|
||||||
}
|
row.typ !== 'Fund Transfer' &&
|
||||||
</select>
|
row.typ !== 'Enter Bank Transfer' &&
|
||||||
|
(row.dbCr = 'Cr')
|
||||||
|
"
|
||||||
|
>
|
||||||
|
@for (a of acTypOptionsFor(row); track a) {
|
||||||
|
<option [value]="a">{{ a }}</option>
|
||||||
|
}
|
||||||
|
</select>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
|
@if (showsEntryType(row)) {
|
||||||
|
<div class="ws-f ws-f--paytype">
|
||||||
|
<label
|
||||||
|
class="ws-f__lbl ws-f__lbl--accent"
|
||||||
|
title="What this money was actually collected for — checked before a share application or DD issuance can adopt this voucher"
|
||||||
|
>ENTRY TYPE</label
|
||||||
|
>
|
||||||
|
<select
|
||||||
|
class="ws-f__ctl ws-f__ctl--accent"
|
||||||
|
[(ngModel)]="row.entryTypeCvId"
|
||||||
|
(click)="$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>
|
</div>
|
||||||
<div class="ws-vdivider"></div>
|
<div class="ws-vdivider"></div>
|
||||||
@@ -1556,10 +1676,16 @@
|
|||||||
[placeholder]="
|
[placeholder]="
|
||||||
row.typ === 'DD' ? ddGlMapping?.ddPayableGlCode || 'Auto GL' : 'Account number'
|
row.typ === 'DD' ? ddGlMapping?.ddPayableGlCode || 'Auto GL' : 'Account number'
|
||||||
"
|
"
|
||||||
[readonly]="row.typ === 'DD'"
|
[readonly]="row.typ === 'DD' || (acTypLockedByToken && row === selectedRow)"
|
||||||
[class.ws-f__ctl--readonly]="row.typ === 'DD'"
|
[class.ws-f__ctl--readonly]="
|
||||||
|
row.typ === 'DD' || (acTypLockedByToken && row === selectedRow)
|
||||||
|
"
|
||||||
[title]="
|
[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>
|
</div>
|
||||||
@@ -1628,10 +1754,12 @@
|
|||||||
[value]="row.amount ?? ''"
|
[value]="row.amount ?? ''"
|
||||||
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
||||||
(click)="$event.stopPropagation()"
|
(click)="$event.stopPropagation()"
|
||||||
[placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
|
[placeholder]="isMultiDdRow(row) ? 'Per draft' : row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||||
[readonly]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
[readonly]="
|
||||||
|
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||||
|
"
|
||||||
[class.ws-amt-input--locked]="
|
[class.ws-amt-input--locked]="
|
||||||
!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)
|
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||||
"
|
"
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -1642,6 +1770,19 @@
|
|||||||
}}/share</span
|
}}/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>
|
</div>
|
||||||
@if (
|
@if (
|
||||||
row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')
|
row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')
|
||||||
@@ -1706,9 +1847,38 @@
|
|||||||
<div class="ws-group ws-group--flex">
|
<div class="ws-group ws-group--flex">
|
||||||
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
||||||
<div class="ws-group__fields">
|
<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)="$event.stopPropagation()"
|
||||||
|
placeholder="1"
|
||||||
|
/>
|
||||||
|
</div>
|
||||||
|
@if (isMultiDdRow(row)) {
|
||||||
|
<span class="ws-f__hint">One debit · {{ ddCountFor(row) }} drafts</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
<div class="ws-f ws-f--amt">
|
<div class="ws-f ws-f--amt">
|
||||||
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
||||||
<div class="ws-amt-wrap">
|
<div class="ws-amt-wrap" [class.ws-amt-wrap--locked]="isMultiDdRow(row)">
|
||||||
<span class="ws-amt-prefix">₹</span>
|
<span class="ws-amt-prefix">₹</span>
|
||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input"
|
class="ws-f__ctl ws-amt-input"
|
||||||
@@ -1717,8 +1887,15 @@
|
|||||||
(input)="row.ddCharges = +$any($event.target).value"
|
(input)="row.ddCharges = +$any($event.target).value"
|
||||||
(click)="$event.stopPropagation()"
|
(click)="$event.stopPropagation()"
|
||||||
placeholder="0.00"
|
placeholder="0.00"
|
||||||
|
[readonly]="isMultiDdRow(row)"
|
||||||
|
[class.ws-amt-input--locked]="isMultiDdRow(row)"
|
||||||
/>
|
/>
|
||||||
</div>
|
</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>
|
||||||
<div class="ws-f ws-f--amt">
|
<div class="ws-f ws-f--amt">
|
||||||
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
||||||
@@ -1729,7 +1906,7 @@
|
|||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||||
type="text"
|
type="text"
|
||||||
[value]="ddGstAmountFor(row) | number: '1.2-2'"
|
[value]="ddGstDisplayFor(row)"
|
||||||
readonly
|
readonly
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -1743,7 +1920,7 @@
|
|||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||||
type="text"
|
type="text"
|
||||||
[value]="ddTotalPayableFor(row)"
|
[value]="ddTotalDisplayFor(row)"
|
||||||
readonly
|
readonly
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -1756,13 +1933,28 @@
|
|||||||
[disabled]="saving"
|
[disabled]="saving"
|
||||||
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
||||||
[title]="
|
[title]="
|
||||||
isDdAccountDebitRow(row)
|
isMultiDdRow(row)
|
||||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
||||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
: 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>
|
<mat-icon style="font-size: 18px; width: 18px; height: 18px">{{
|
||||||
<span>Fill DD Details</span>
|
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>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|||||||
@@ -916,6 +916,20 @@ input.ws-f__ctl--readonly {
|
|||||||
font-size: 11px;
|
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 {
|
input.ws-amt-input--locked {
|
||||||
background: #fef9c3;
|
background: #fef9c3;
|
||||||
color: #713f12;
|
color: #713f12;
|
||||||
|
|||||||
File diff suppressed because it is too large
Load Diff
@@ -16,6 +16,7 @@ import { MatInputModule } from '@angular/material/input';
|
|||||||
import { of } from 'rxjs';
|
import { of } from 'rxjs';
|
||||||
import { catchError } from 'rxjs/operators';
|
import { catchError } from 'rxjs/operators';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
interface DenomRow {
|
interface DenomRow {
|
||||||
denominationId: number;
|
denominationId: number;
|
||||||
@@ -67,7 +68,7 @@ export class VaultPositionComponent implements OnInit {
|
|||||||
errorMsg = '';
|
errorMsg = '';
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
const d = new Date();
|
const d = businessToday();
|
||||||
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
|
|
||||||
this.service
|
this.service
|
||||||
|
|||||||
@@ -13,6 +13,7 @@ import { ActivatedRoute } from '@angular/router';
|
|||||||
import { MatIconModule } from '@angular/material/icon';
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
import { catchError, of } from 'rxjs';
|
import { catchError, of } from 'rxjs';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Which side of the register a screen shows.
|
* Which side of the register a screen shows.
|
||||||
@@ -227,7 +228,7 @@ export class VoucherReportComponent implements OnInit {
|
|||||||
}
|
}
|
||||||
|
|
||||||
private todayIso(): string {
|
private todayIso(): string {
|
||||||
const now = new Date();
|
const now = businessToday();
|
||||||
return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}-${String(now.getDate()).padStart(2, '0')}`;
|
return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}-${String(now.getDate()).padStart(2, '0')}`;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -129,6 +129,31 @@
|
|||||||
<span>* Date of Meeting</span>
|
<span>* Date of Meeting</span>
|
||||||
<input type="date" [(ngModel)]="meetingDate" [disabled]="isReview" />
|
<input type="date" [(ngModel)]="meetingDate" [disabled]="isReview" />
|
||||||
</label>
|
</label>
|
||||||
|
<label class="inv-form-field">
|
||||||
|
<span>* Settlement Destination</span>
|
||||||
|
@if (!isReview) {
|
||||||
|
<select [ngModel]="settlementMode" (ngModelChange)="onSettlementModeChange($event)">
|
||||||
|
<option value="SAVINGS">Member's Linked Savings Account</option>
|
||||||
|
<option value="GL">GL Account</option>
|
||||||
|
</select>
|
||||||
|
} @else {
|
||||||
|
<input
|
||||||
|
type="text"
|
||||||
|
[value]="reviewRequest?.settlement_mode === 'GL' ? 'GL Account' : 'Linked Savings Account'"
|
||||||
|
readonly
|
||||||
|
/>
|
||||||
|
}
|
||||||
|
</label>
|
||||||
|
@if (!isReview && settlementMode === 'GL') {
|
||||||
|
<label class="inv-form-field">
|
||||||
|
<span>* Settlement GL Account</span>
|
||||||
|
<mifosx-gl-account-selector
|
||||||
|
[inputFormControl]="toGlAccountControl"
|
||||||
|
[glAccountList]="glAccountsData"
|
||||||
|
[required]="true"
|
||||||
|
></mifosx-gl-account-selector>
|
||||||
|
</label>
|
||||||
|
}
|
||||||
<label class="inv-form-field">
|
<label class="inv-form-field">
|
||||||
<span>* Settlement Payment Type</span>
|
<span>* Settlement Payment Type</span>
|
||||||
@if (!isReview) {
|
@if (!isReview) {
|
||||||
@@ -386,14 +411,25 @@
|
|||||||
<td>Date of Meeting</td>
|
<td>Date of Meeting</td>
|
||||||
<td>{{ meetingDate }}</td>
|
<td>{{ meetingDate }}</td>
|
||||||
</tr>
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td>Settlement Destination</td>
|
||||||
|
<td>{{ settlementMode === 'GL' ? 'GL Account' : 'Linked Savings Account' }}</td>
|
||||||
|
</tr>
|
||||||
|
@if (settlementMode === 'GL') {
|
||||||
|
<tr>
|
||||||
|
<td>Settlement GL Account</td>
|
||||||
|
<td>{{ selectedSettlementGlName }}</td>
|
||||||
|
</tr>
|
||||||
|
} @else {
|
||||||
|
<tr>
|
||||||
|
<td>Linked Savings Account</td>
|
||||||
|
<td>{{ account?.savingsAccountNumber || 'None — settlement will not run automatically' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
<tr>
|
<tr>
|
||||||
<td>Settlement Payment Type</td>
|
<td>Settlement Payment Type</td>
|
||||||
<td>{{ settlementPaymentTypeName }}</td>
|
<td>{{ settlementPaymentTypeName }}</td>
|
||||||
</tr>
|
</tr>
|
||||||
<tr>
|
|
||||||
<td>Linked Savings Account</td>
|
|
||||||
<td>{{ account?.savingsAccountNumber || 'None — settlement will not run automatically' }}</td>
|
|
||||||
</tr>
|
|
||||||
</tbody>
|
</tbody>
|
||||||
</table>
|
</table>
|
||||||
|
|
||||||
|
|||||||
@@ -8,7 +8,7 @@
|
|||||||
|
|
||||||
import { Component, EventEmitter, Input, OnInit, Output, inject } from '@angular/core';
|
import { Component, EventEmitter, Input, OnInit, Output, inject } from '@angular/core';
|
||||||
import { CommonModule } from '@angular/common';
|
import { CommonModule } from '@angular/common';
|
||||||
import { FormsModule } from '@angular/forms';
|
import { FormsModule, UntypedFormControl } from '@angular/forms';
|
||||||
import { ActivatedRoute, Router, RouterModule } from '@angular/router';
|
import { ActivatedRoute, Router, RouterModule } from '@angular/router';
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||||
@@ -19,6 +19,9 @@ import { SharesService } from '../../shares/shares.service';
|
|||||||
import { ClerkShareWithdrawalService } from '../../cashier/clerk-share-withdrawal.service';
|
import { ClerkShareWithdrawalService } from '../../cashier/clerk-share-withdrawal.service';
|
||||||
import { CashierService } from '../../cashier/cashier.service';
|
import { CashierService } from '../../cashier/cashier.service';
|
||||||
import { SearchSelectComponent, SearchSelectOption } from '../../shared/search-select/search-select.component';
|
import { SearchSelectComponent, SearchSelectOption } from '../../shared/search-select/search-select.component';
|
||||||
|
import { GlAccountSelectorComponent } from '../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||||
|
import { AccountingService } from '../../accounting/accounting.service';
|
||||||
|
import { GLAccount } from '../../shared/models/general.model';
|
||||||
|
|
||||||
export type ShareWdMode = 'create' | 'review';
|
export type ShareWdMode = 'create' | 'review';
|
||||||
|
|
||||||
@@ -51,7 +54,8 @@ interface ActivityEntry {
|
|||||||
RouterModule,
|
RouterModule,
|
||||||
MatIconModule,
|
MatIconModule,
|
||||||
MatSnackBarModule,
|
MatSnackBarModule,
|
||||||
SearchSelectComponent
|
SearchSelectComponent,
|
||||||
|
GlAccountSelectorComponent
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
export class ShareWithdrawalRequestComponent implements OnInit {
|
export class ShareWithdrawalRequestComponent implements OnInit {
|
||||||
@@ -60,6 +64,7 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
|||||||
private sharesService = inject(SharesService);
|
private sharesService = inject(SharesService);
|
||||||
private wdService = inject(ClerkShareWithdrawalService);
|
private wdService = inject(ClerkShareWithdrawalService);
|
||||||
private cashierService = inject(CashierService);
|
private cashierService = inject(CashierService);
|
||||||
|
private accountingService = inject(AccountingService);
|
||||||
private snackBar = inject(MatSnackBar);
|
private snackBar = inject(MatSnackBar);
|
||||||
|
|
||||||
/** When embedded (e.g. opened as a popup from a list screen instead of routed to directly), mode
|
/** When embedded (e.g. opened as a popup from a list screen instead of routed to directly), mode
|
||||||
@@ -91,6 +96,17 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
|||||||
paymentTypes: any[] = [];
|
paymentTypes: any[] = [];
|
||||||
settlementPaymentTypeId: number | null = null;
|
settlementPaymentTypeId: number | null = null;
|
||||||
|
|
||||||
|
/** Where the redeemed value goes. 'SAVINGS' (the long-standing default) credits the member's
|
||||||
|
* linked savings account. 'GL' lets the clerk pick any postable GL account directly — same
|
||||||
|
* option the Cashier's Transaction Entry screen already offers on its CR row, now available
|
||||||
|
* here too so both entry points behave the same way. Naming the product's own Share Sundry GL
|
||||||
|
* here is still fine: the backend recognises it and books straight to Sundry with no further
|
||||||
|
* settlement leg (see ClerkShareWithdrawalRequestApiResource#submit). */
|
||||||
|
settlementMode: 'SAVINGS' | 'GL' = 'SAVINGS';
|
||||||
|
settlementGlAccountId: number | null = null;
|
||||||
|
glAccountsData: GLAccount[] = [];
|
||||||
|
toGlAccountControl = new UntypedFormControl('');
|
||||||
|
|
||||||
activityLog: ActivityEntry[] = [];
|
activityLog: ActivityEntry[] = [];
|
||||||
reviewRequest: any = null;
|
reviewRequest: any = null;
|
||||||
showRejectDialog = false;
|
showRejectDialog = false;
|
||||||
@@ -132,6 +148,17 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
|||||||
return this.selectedSettlementPaymentType?.name || '—';
|
return this.selectedSettlementPaymentType?.name || '—';
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** The chosen GL account's display name, for the confirm dialog and the checklist. Falls back to
|
||||||
|
* the raw id while the GL account list is still loading. */
|
||||||
|
get selectedSettlementGlName(): string {
|
||||||
|
if (!this.settlementGlAccountId) {
|
||||||
|
return '—';
|
||||||
|
}
|
||||||
|
return (
|
||||||
|
this.glAccountsData.find((g) => g.id === this.settlementGlAccountId)?.name || `GL #${this.settlementGlAccountId}`
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
get isFormValid(): boolean {
|
get isFormValid(): boolean {
|
||||||
if (!this.account) return false;
|
if (!this.account) return false;
|
||||||
if (!this.requestedShares || this.requestedShares <= 0) return false;
|
if (!this.requestedShares || this.requestedShares <= 0) return false;
|
||||||
@@ -141,6 +168,7 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
|||||||
if (!this.resolutionNumber.trim()) return false;
|
if (!this.resolutionNumber.trim()) return false;
|
||||||
if (!this.meetingDate) return false;
|
if (!this.meetingDate) return false;
|
||||||
if (!this.settlementPaymentTypeId) return false;
|
if (!this.settlementPaymentTypeId) return false;
|
||||||
|
if (this.settlementMode === 'GL' && !this.settlementGlAccountId) return false;
|
||||||
return true;
|
return true;
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -160,11 +188,18 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
|||||||
pass: shares > 0 && shares <= held,
|
pass: shares > 0 && shares <= held,
|
||||||
detail: `${shares} of ${held} shares held`
|
detail: `${shares} of ${held} shares held`
|
||||||
},
|
},
|
||||||
{
|
this.settlementMode === 'GL'
|
||||||
label: 'Linked savings account confirmed',
|
? {
|
||||||
pass: !!this.account?.savingsAccountNumber,
|
label: 'Settlement GL Account selected',
|
||||||
detail: this.account?.savingsAccountNumber || 'No linked savings account — settlement cannot run automatically'
|
pass: !!this.settlementGlAccountId,
|
||||||
},
|
detail: this.settlementGlAccountId ? this.selectedSettlementGlName : 'Missing'
|
||||||
|
}
|
||||||
|
: {
|
||||||
|
label: 'Linked savings account confirmed',
|
||||||
|
pass: !!this.account?.savingsAccountNumber,
|
||||||
|
detail:
|
||||||
|
this.account?.savingsAccountNumber || 'No linked savings account — settlement cannot run automatically'
|
||||||
|
},
|
||||||
{
|
{
|
||||||
label: 'Settlement Payment Type selected (non-cash)',
|
label: 'Settlement Payment Type selected (non-cash)',
|
||||||
pass: this.settlementPaymentTypeName !== '—',
|
pass: this.settlementPaymentTypeName !== '—',
|
||||||
@@ -214,11 +249,37 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
|||||||
.pipe(catchError(() => of([])))
|
.pipe(catchError(() => of([])))
|
||||||
.subscribe((types: any[]) => (this.paymentTypes = types ?? []));
|
.subscribe((types: any[]) => (this.paymentTypes = types ?? []));
|
||||||
|
|
||||||
|
this.toGlAccountControl.valueChanges.subscribe((id: any) => {
|
||||||
|
this.settlementGlAccountId = id ? Number(id) : null;
|
||||||
|
});
|
||||||
|
|
||||||
if (this.requestId && this.mode === 'review') {
|
if (this.requestId && this.mode === 'review') {
|
||||||
this.loadReviewRequest(this.requestId);
|
this.loadReviewRequest(this.requestId);
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** Flips the settlement destination. Switching away from GL clears whatever was picked so a
|
||||||
|
* stale GL id can never ride along on a SAVINGS submission. */
|
||||||
|
onSettlementModeChange(mode: 'SAVINGS' | 'GL'): void {
|
||||||
|
this.settlementMode = mode;
|
||||||
|
if (mode === 'GL') {
|
||||||
|
this.loadGlAccounts();
|
||||||
|
} else {
|
||||||
|
this.settlementGlAccountId = null;
|
||||||
|
this.toGlAccountControl.setValue('');
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Fetched on first use rather than with the page, since most withdrawals settle to savings. */
|
||||||
|
private loadGlAccounts(): void {
|
||||||
|
if (this.glAccountsData.length) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.accountingService.getGlAccounts().subscribe((accounts: GLAccount[]) => {
|
||||||
|
this.glAccountsData = accounts ?? [];
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
onAccountSelected(accountId: string): void {
|
onAccountSelected(accountId: string): void {
|
||||||
this.selectedAccountId = accountId;
|
this.selectedAccountId = accountId;
|
||||||
if (!accountId) {
|
if (!accountId) {
|
||||||
@@ -246,6 +307,11 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
|||||||
this.resolutionNumber = req.resolution_number ?? '';
|
this.resolutionNumber = req.resolution_number ?? '';
|
||||||
this.meetingDate = req.meeting_date ? String(req.meeting_date).split('T')[0].split(' ')[0] : this.meetingDate;
|
this.meetingDate = req.meeting_date ? String(req.meeting_date).split('T')[0].split(' ')[0] : this.meetingDate;
|
||||||
this.description = req.description ?? '';
|
this.description = req.description ?? '';
|
||||||
|
this.settlementMode = req.settlement_mode === 'GL' ? 'GL' : 'SAVINGS';
|
||||||
|
this.settlementGlAccountId = req.settlement_gl_account_id ? Number(req.settlement_gl_account_id) : null;
|
||||||
|
if (this.settlementMode === 'GL') {
|
||||||
|
this.loadGlAccounts();
|
||||||
|
}
|
||||||
|
|
||||||
if (req.activity_log) {
|
if (req.activity_log) {
|
||||||
try {
|
try {
|
||||||
@@ -289,7 +355,9 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
|||||||
resolutionNumber: this.resolutionNumber.trim(),
|
resolutionNumber: this.resolutionNumber.trim(),
|
||||||
meetingDate: this.meetingDate,
|
meetingDate: this.meetingDate,
|
||||||
description: this.description,
|
description: this.description,
|
||||||
settlementPaymentTypeId: this.settlementPaymentTypeId
|
settlementPaymentTypeId: this.settlementPaymentTypeId,
|
||||||
|
settlementMode: this.settlementMode,
|
||||||
|
...(this.settlementMode === 'GL' ? { settlementGlAccountId: this.settlementGlAccountId } : {})
|
||||||
};
|
};
|
||||||
this.wdService.submit(payload).subscribe({
|
this.wdService.submit(payload).subscribe({
|
||||||
next: () => {
|
next: () => {
|
||||||
|
|||||||
@@ -643,8 +643,9 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
|||||||
this.createClientForm.get('degreeQualificationId')?.setValue('');
|
this.createClientForm.get('degreeQualificationId')?.setValue('');
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
// Fetch all constitution options from code ID 17
|
// Constitution options by code NAME, never by id: code ids differ per tenant (on abc_bank id 17 is the empty
|
||||||
this.clientService.getCodeValuesById(17).subscribe((options) => {
|
// ClientClassification code and Constitution is id 24), so a hardcoded id left the dropdown empty.
|
||||||
|
this.clientService.getCodeValuesByName('Constitution').subscribe((options) => {
|
||||||
if (options?.length) {
|
if (options?.length) {
|
||||||
this.constitutionOptions = options;
|
this.constitutionOptions = options;
|
||||||
// Sort master by value length descending so longer/more-specific keys match first
|
// Sort master by value length descending so longer/more-specific keys match first
|
||||||
|
|||||||
@@ -1321,6 +1321,11 @@
|
|||||||
kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched
|
kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched
|
||||||
) {
|
) {
|
||||||
<mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error>
|
<mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error>
|
||||||
|
} @else if (
|
||||||
|
kycForm.get('kycDocumentNumber')?.hasError('aadhaarLast4Mismatch') &&
|
||||||
|
kycForm.get('kycDocumentNumber')?.touched
|
||||||
|
) {
|
||||||
|
<mat-error>Last 4 digits do not match the Aadhaar number entered above</mat-error>
|
||||||
}
|
}
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
|
|
||||||
|
|||||||
@@ -8,7 +8,14 @@
|
|||||||
|
|
||||||
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
|
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
|
||||||
import { forkJoin, catchError, of } from 'rxjs';
|
import { forkJoin, catchError, of } from 'rxjs';
|
||||||
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
|
import {
|
||||||
|
UntypedFormBuilder,
|
||||||
|
UntypedFormGroup,
|
||||||
|
Validators,
|
||||||
|
FormsModule,
|
||||||
|
AbstractControl,
|
||||||
|
ValidationErrors
|
||||||
|
} from '@angular/forms';
|
||||||
import {
|
import {
|
||||||
MatDialog,
|
MatDialog,
|
||||||
MAT_DIALOG_DATA,
|
MAT_DIALOG_DATA,
|
||||||
@@ -567,6 +574,28 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
/** Existing signature document ID (for re-upload/delete) */
|
/** Existing signature document ID (for re-upload/delete) */
|
||||||
existingSignatureDocId: string = '';
|
existingSignatureDocId: string = '';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Cross-field check for the OVD "Document Number" field (kycDocumentNumber): when Aadhaar Card
|
||||||
|
* is the selected KYC document, its value must identify the same Aadhaar as the aadhaarNumber
|
||||||
|
* field captured earlier in this step - the last 4 digits are what's compared, since
|
||||||
|
* aadhaarNumber may hold either the raw 12-digit number or a masked value (masking only ever
|
||||||
|
* obscures the first 8 digits - see aadhaarMasked in the kycData getter below - so the last 4
|
||||||
|
* characters are always the real digits either way). Not applicable to any other document type,
|
||||||
|
* where kycDocumentNumber is unrelated to Aadhaar entirely.
|
||||||
|
*/
|
||||||
|
private aadhaarLast4MatchValidator = (control: AbstractControl): ValidationErrors | null => {
|
||||||
|
if (this.selectedKycDoc?.code !== 'AADHAAR') {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
const docNumber = (control.value || '').toString().trim();
|
||||||
|
const aadhaarValue = (control.parent?.get('aadhaarNumber')?.value || '').toString().trim();
|
||||||
|
if (docNumber.length < 4 || aadhaarValue.length < 4) {
|
||||||
|
// Required/pattern validators already flag an empty or too-short value on their own.
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
return docNumber.slice(-4) === aadhaarValue.slice(-4) ? null : { aadhaarLast4Mismatch: true };
|
||||||
|
};
|
||||||
|
|
||||||
/** KYC Form */
|
/** KYC Form */
|
||||||
kycForm: UntypedFormGroup = this.formBuilder.group({
|
kycForm: UntypedFormGroup = this.formBuilder.group({
|
||||||
hasPan: [true],
|
hasPan: [true],
|
||||||
@@ -616,7 +645,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
[
|
[
|
||||||
Validators.required,
|
Validators.required,
|
||||||
Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/),
|
Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/),
|
||||||
Validators.maxLength(30)
|
Validators.maxLength(30),
|
||||||
|
this.aadhaarLast4MatchValidator
|
||||||
]
|
]
|
||||||
],
|
],
|
||||||
kycDocIssueDate: [''],
|
kycDocIssueDate: [''],
|
||||||
@@ -739,6 +769,14 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
this.kycForm.get('ecgcSalFlag')?.disable();
|
this.kycForm.get('ecgcSalFlag')?.disable();
|
||||||
this.kycForm.get('dormantFlag')?.disable();
|
this.kycForm.get('dormantFlag')?.disable();
|
||||||
}
|
}
|
||||||
|
|
||||||
|
// aadhaarLast4MatchValidator (on kycDocumentNumber) reads this control's value directly rather
|
||||||
|
// than through its own valueChanges, so a re-check has to be triggered explicitly whenever the
|
||||||
|
// Aadhaar field itself changes - otherwise fixing aadhaarNumber after kycDocumentNumber was
|
||||||
|
// already entered would leave a stale mismatch error in place.
|
||||||
|
this.kycForm.get('aadhaarNumber')?.valueChanges.subscribe(() => {
|
||||||
|
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||||
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs,
|
/** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs,
|
||||||
@@ -1009,6 +1047,9 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
// Reset uploads + merged preview when document type changes
|
// Reset uploads + merged preview when document type changes
|
||||||
this.kycDocFiles = { front: null, back: null };
|
this.kycDocFiles = { front: null, back: null };
|
||||||
this.kycDocMergedPreview = null;
|
this.kycDocMergedPreview = null;
|
||||||
|
// aadhaarLast4MatchValidator only applies while Aadhaar Card is selected - re-check so switching
|
||||||
|
// to/away from it immediately picks up (or clears) the mismatch error.
|
||||||
|
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||||
}
|
}
|
||||||
|
|
||||||
isKycDocSelected(proof: ProofType): boolean {
|
isKycDocSelected(proof: ProofType): boolean {
|
||||||
@@ -1189,6 +1230,9 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
// Sync chip-picker selection with the prefilled document name
|
// Sync chip-picker selection with the prefilled document name
|
||||||
if (data.kycDocumentName) {
|
if (data.kycDocumentName) {
|
||||||
this.selectedKycDoc = this.findKycDocProofByName(data.kycDocumentName);
|
this.selectedKycDoc = this.findKycDocProofByName(data.kycDocumentName);
|
||||||
|
// patchValue above ran kycDocumentNumber's validators before selectedKycDoc was known,
|
||||||
|
// so aadhaarLast4MatchValidator needs a fresh check now that it is.
|
||||||
|
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||||
}
|
}
|
||||||
// Set verification statuses from existing data
|
// Set verification statuses from existing data
|
||||||
if (data.panVerified) {
|
if (data.panVerified) {
|
||||||
|
|||||||
@@ -61,6 +61,7 @@ import { KycTabComponent } from './clients-view/kyc-tab/kyc-tab.component';
|
|||||||
import { CkycTabComponent } from './clients-view/ckyc-tab/ckyc-tab.component';
|
import { CkycTabComponent } from './clients-view/ckyc-tab/ckyc-tab.component';
|
||||||
import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.component';
|
import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.component';
|
||||||
import { Form121TabComponent } from './clients-view/form121-tab/form121-tab.component';
|
import { Form121TabComponent } from './clients-view/form121-tab/form121-tab.component';
|
||||||
|
import { tdsConfigResolver } from '../letter-mgmt/certificates/form-15gh/tds-config.service';
|
||||||
import { EntityClassificationTabComponent } from './clients-view/entity-classification-tab/entity-classification-tab.component';
|
import { EntityClassificationTabComponent } from './clients-view/entity-classification-tab/entity-classification-tab.component';
|
||||||
import { AuthorizedSignatoriesTabComponent } from './clients-view/authorized-signatories-tab/authorized-signatories-tab.component';
|
import { AuthorizedSignatoriesTabComponent } from './clients-view/authorized-signatories-tab/authorized-signatories-tab.component';
|
||||||
import { familyAllowedGuard, nomineeAllowedGuard } from './utils/family-nominee.guard';
|
import { familyAllowedGuard, nomineeAllowedGuard } from './utils/family-nominee.guard';
|
||||||
@@ -198,6 +199,7 @@ const routes: Routes = [
|
|||||||
{
|
{
|
||||||
path: 'form121',
|
path: 'form121',
|
||||||
component: Form121TabComponent,
|
component: Form121TabComponent,
|
||||||
|
resolve: { tdsConfig: tdsConfigResolver },
|
||||||
data: { title: 'Form 121 / TDS', breadcrumb: 'Form 121 / TDS', routeParamBreadcrumb: false }
|
data: { title: 'Form 121 / TDS', breadcrumb: 'Form 121 / TDS', routeParamBreadcrumb: false }
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
|
|||||||
@@ -202,9 +202,14 @@
|
|||||||
<div>
|
<div>
|
||||||
<strong>Already available</strong>
|
<strong>Already available</strong>
|
||||||
<span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span>
|
<span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span>
|
||||||
|
@if (existing.ADDRESS_PROOF.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@if (existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) {
|
@if (
|
||||||
|
(existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) && isImage('ADDRESS_PROOF')
|
||||||
|
) {
|
||||||
<div class="ckyc-existing__thumbs">
|
<div class="ckyc-existing__thumbs">
|
||||||
@if (existing.ADDRESS_PROOF.previewUrl) {
|
@if (existing.ADDRESS_PROOF.previewUrl) {
|
||||||
<img
|
<img
|
||||||
@@ -222,6 +227,17 @@
|
|||||||
}
|
}
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
@if (existing.ADDRESS_PROOF.previewUrl) {
|
||||||
|
<button
|
||||||
|
mat-stroked-button
|
||||||
|
type="button"
|
||||||
|
class="ckyc-existing__view"
|
||||||
|
(click)="openDocument('ADDRESS_PROOF')"
|
||||||
|
>
|
||||||
|
<fa-icon icon="eye"></fa-icon>
|
||||||
|
View document
|
||||||
|
</button>
|
||||||
|
}
|
||||||
<div class="ckyc-existing__meta">
|
<div class="ckyc-existing__meta">
|
||||||
<fa-icon icon="file-alt"></fa-icon>
|
<fa-icon icon="file-alt"></fa-icon>
|
||||||
<span>{{ existing.ADDRESS_PROOF.name }}</span>
|
<span>{{ existing.ADDRESS_PROOF.name }}</span>
|
||||||
@@ -299,9 +315,12 @@
|
|||||||
<div>
|
<div>
|
||||||
<strong>Already available</strong>
|
<strong>Already available</strong>
|
||||||
<span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span>
|
<span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span>
|
||||||
|
@if (existing.PHOTO_PROOF.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@if (existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) {
|
@if ((existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) && isImage('PHOTO_PROOF')) {
|
||||||
<div class="ckyc-existing__thumbs">
|
<div class="ckyc-existing__thumbs">
|
||||||
@if (existing.PHOTO_PROOF.previewUrl) {
|
@if (existing.PHOTO_PROOF.previewUrl) {
|
||||||
<img
|
<img
|
||||||
@@ -319,6 +338,17 @@
|
|||||||
}
|
}
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
@if (existing.PHOTO_PROOF.previewUrl) {
|
||||||
|
<button
|
||||||
|
mat-stroked-button
|
||||||
|
type="button"
|
||||||
|
class="ckyc-existing__view"
|
||||||
|
(click)="openDocument('PHOTO_PROOF')"
|
||||||
|
>
|
||||||
|
<fa-icon icon="eye"></fa-icon>
|
||||||
|
View document
|
||||||
|
</button>
|
||||||
|
}
|
||||||
<div class="ckyc-existing__meta">
|
<div class="ckyc-existing__meta">
|
||||||
<fa-icon icon="id-card"></fa-icon>
|
<fa-icon icon="id-card"></fa-icon>
|
||||||
<span>{{ existing.PHOTO_PROOF.name }}</span>
|
<span>{{ existing.PHOTO_PROOF.name }}</span>
|
||||||
@@ -393,11 +423,25 @@
|
|||||||
<div>
|
<div>
|
||||||
<strong>Already available</strong>
|
<strong>Already available</strong>
|
||||||
<span class="ckyc-existing__source">from {{ existing.CLIENT_IMAGE.source }}</span>
|
<span class="ckyc-existing__source">from {{ existing.CLIENT_IMAGE.source }}</span>
|
||||||
|
@if (existing.CLIENT_IMAGE.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@if (existing.CLIENT_IMAGE.previewUrl) {
|
@if (existing.CLIENT_IMAGE.previewUrl && isImage('CLIENT_IMAGE')) {
|
||||||
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
|
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
|
||||||
}
|
}
|
||||||
|
@if (existing.CLIENT_IMAGE.previewUrl) {
|
||||||
|
<button
|
||||||
|
mat-stroked-button
|
||||||
|
type="button"
|
||||||
|
class="ckyc-existing__view"
|
||||||
|
(click)="openDocument('CLIENT_IMAGE')"
|
||||||
|
>
|
||||||
|
<fa-icon icon="eye"></fa-icon>
|
||||||
|
View document
|
||||||
|
</button>
|
||||||
|
}
|
||||||
<button
|
<button
|
||||||
mat-stroked-button
|
mat-stroked-button
|
||||||
type="button"
|
type="button"
|
||||||
@@ -448,15 +492,29 @@
|
|||||||
<div>
|
<div>
|
||||||
<strong>Already available</strong>
|
<strong>Already available</strong>
|
||||||
<span class="ckyc-existing__source">from {{ existing.CLIENT_SIGNATURE.source }}</span>
|
<span class="ckyc-existing__source">from {{ existing.CLIENT_SIGNATURE.source }}</span>
|
||||||
|
@if (existing.CLIENT_SIGNATURE.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@if (existing.CLIENT_SIGNATURE.previewUrl) {
|
@if (existing.CLIENT_SIGNATURE.previewUrl && isImage('CLIENT_SIGNATURE')) {
|
||||||
<img
|
<img
|
||||||
[src]="existing.CLIENT_SIGNATURE.previewUrl"
|
[src]="existing.CLIENT_SIGNATURE.previewUrl"
|
||||||
alt="Client signature"
|
alt="Client signature"
|
||||||
class="ckyc-existing__thumb ckyc-existing__thumb--wide"
|
class="ckyc-existing__thumb ckyc-existing__thumb--wide"
|
||||||
/>
|
/>
|
||||||
}
|
}
|
||||||
|
@if (existing.CLIENT_SIGNATURE.previewUrl) {
|
||||||
|
<button
|
||||||
|
mat-stroked-button
|
||||||
|
type="button"
|
||||||
|
class="ckyc-existing__view"
|
||||||
|
(click)="openDocument('CLIENT_SIGNATURE')"
|
||||||
|
>
|
||||||
|
<fa-icon icon="eye"></fa-icon>
|
||||||
|
View document
|
||||||
|
</button>
|
||||||
|
}
|
||||||
<div class="ckyc-existing__meta">
|
<div class="ckyc-existing__meta">
|
||||||
<fa-icon icon="file-signature"></fa-icon>
|
<fa-icon icon="file-signature"></fa-icon>
|
||||||
<span>{{ existing.CLIENT_SIGNATURE.name }}</span>
|
<span>{{ existing.CLIENT_SIGNATURE.name }}</span>
|
||||||
|
|||||||
@@ -623,6 +623,35 @@
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/* Opens the uploaded artefact full size in a new tab. Sits directly under the thumbnail, and is
|
||||||
|
the only way to inspect a PDF - which cannot render as an inline <img>. */
|
||||||
|
.ckyc-existing__view {
|
||||||
|
align-self: flex-start;
|
||||||
|
color: #1d6fd0;
|
||||||
|
border-color: #bcd8f5;
|
||||||
|
background: #fff;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 600;
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: #eef6ff;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Shown when a document row exists but its file could not be fetched from the content store,
|
||||||
|
so "Already available" is not silently misleading. */
|
||||||
|
.ckyc-existing__warn {
|
||||||
|
display: inline-block;
|
||||||
|
margin-left: 8px;
|
||||||
|
padding: 1px 8px;
|
||||||
|
border-radius: 10px;
|
||||||
|
background: #fdecec;
|
||||||
|
border: 1px solid #f3c2c2;
|
||||||
|
color: #a12b2b;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
.ckyc-existing {
|
.ckyc-existing {
|
||||||
display: flex;
|
display: flex;
|
||||||
flex-direction: column;
|
flex-direction: column;
|
||||||
|
|||||||
@@ -36,11 +36,41 @@ interface ExistingArtefact {
|
|||||||
* already writes/reads for address proof; now shared by the photo/identity proof too. */
|
* already writes/reads for address proof; now shared by the photo/identity proof too. */
|
||||||
description?: string;
|
description?: string;
|
||||||
fileCount?: number;
|
fileCount?: number;
|
||||||
|
/** Set when the stored file could not be fetched - the row exists but its content is gone. */
|
||||||
|
previewUnavailable?: boolean;
|
||||||
|
/** Stored MIME type, so the card knows whether it can render an inline thumbnail. */
|
||||||
|
mimeType?: string;
|
||||||
}
|
}
|
||||||
|
|
||||||
type ProofKind = 'ADDRESS_PROOF' | 'PHOTO_PROOF';
|
type ProofKind = 'ADDRESS_PROOF' | 'PHOTO_PROOF';
|
||||||
type CkycDocKind = ProofKind | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
|
type CkycDocKind = ProofKind | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Client-side upload guards, kept deliberately in step with the backend so a file that passes here
|
||||||
|
* is not rejected server-side:
|
||||||
|
* - 5 MB matches `spring.servlet.multipart.max-file-size`
|
||||||
|
* - the extension list is the intersection of the backend `fineract.content.regex-whitelist`
|
||||||
|
* with what these cards can actually render.
|
||||||
|
* The dialog's `accept=` is only a file-picker hint and is trivially bypassed, so the real check
|
||||||
|
* runs here, on the file the dialog hands back, before anything is sent.
|
||||||
|
*/
|
||||||
|
const MAX_UPLOAD_BYTES = 5 * 1024 * 1024;
|
||||||
|
const IMAGE_EXTENSIONS = [
|
||||||
|
'png',
|
||||||
|
'jpeg',
|
||||||
|
'jpg'
|
||||||
|
];
|
||||||
|
const DOCUMENT_EXTENSIONS = [
|
||||||
|
...IMAGE_EXTENSIONS,
|
||||||
|
'pdf'
|
||||||
|
];
|
||||||
|
|
||||||
|
/** Cards that render an inline <img>, so a PDF would not display in them. */
|
||||||
|
const IMAGE_ONLY_KINDS: CkycDocKind[] = [
|
||||||
|
'CLIENT_IMAGE',
|
||||||
|
'CLIENT_SIGNATURE'
|
||||||
|
];
|
||||||
|
|
||||||
@Component({
|
@Component({
|
||||||
selector: 'mifosx-ckyc-tab',
|
selector: 'mifosx-ckyc-tab',
|
||||||
templateUrl: './ckyc-tab.component.html',
|
templateUrl: './ckyc-tab.component.html',
|
||||||
@@ -150,6 +180,11 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
this.route.parent.params.subscribe((params: any) => {
|
this.route.parent.params.subscribe((params: any) => {
|
||||||
this.clientId = params['clientId'];
|
this.clientId = params['clientId'];
|
||||||
|
// Angular reuses this component when only the clientId in the route changes, and
|
||||||
|
// loadExistingArtefacts() only ever *assigns* what it finds - it has no "not found" branch.
|
||||||
|
// Without clearing first, a client with no photo (or no signature, or no proof) keeps showing
|
||||||
|
// the previous client's card.
|
||||||
|
this.resetArtefactState();
|
||||||
this.loadClientInfo();
|
this.loadClientInfo();
|
||||||
this.loadAccounts();
|
this.loadAccounts();
|
||||||
this.loadCkycData();
|
this.loadCkycData();
|
||||||
@@ -157,6 +192,46 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Returns every per-client card to its empty state, so nothing from the client just viewed can
|
||||||
|
* survive into the next one. Covers all four cards plus the details staged for an upload - a file
|
||||||
|
* or document number left over from another client must never be submitted against this one.
|
||||||
|
*/
|
||||||
|
private resetArtefactState(): void {
|
||||||
|
this.revokePreviewUrls();
|
||||||
|
this.existing = {
|
||||||
|
ADDRESS_PROOF: { present: false },
|
||||||
|
PHOTO_PROOF: { present: false },
|
||||||
|
CLIENT_IMAGE: { present: false },
|
||||||
|
CLIENT_SIGNATURE: { present: false }
|
||||||
|
};
|
||||||
|
this.selectedProofType = { ADDRESS_PROOF: null, PHOTO_PROOF: null };
|
||||||
|
this.docFiles = {
|
||||||
|
ADDRESS_PROOF: { front: null, back: null },
|
||||||
|
PHOTO_PROOF: { front: null, back: null }
|
||||||
|
};
|
||||||
|
this.documentDetails = {
|
||||||
|
ADDRESS_PROOF: { documentKey: '', issueDate: null, expiryDate: null },
|
||||||
|
PHOTO_PROOF: { documentKey: '', issueDate: null, expiryDate: null }
|
||||||
|
};
|
||||||
|
this.clientImageFile = null;
|
||||||
|
this.clientSignatureFile = null;
|
||||||
|
this.uploadErrors = {
|
||||||
|
ADDRESS_PROOF: null,
|
||||||
|
PHOTO_PROOF: null,
|
||||||
|
CLIENT_IMAGE: null,
|
||||||
|
CLIENT_SIGNATURE: null
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Frees the blob URLs held by the current cards before their references are dropped. */
|
||||||
|
private revokePreviewUrls(): void {
|
||||||
|
Object.values(this.existing).forEach((e) => {
|
||||||
|
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
|
||||||
|
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
private loadClientInfo(): void {
|
private loadClientInfo(): void {
|
||||||
this.route.parent.data.subscribe((data: any) => {
|
this.route.parent.data.subscribe((data: any) => {
|
||||||
const cv = data?.clientViewData;
|
const cv = data?.clientViewData;
|
||||||
@@ -280,19 +355,29 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
present: true,
|
present: true,
|
||||||
source: 'Client registration',
|
source: 'Client registration',
|
||||||
name: signatureDoc.fileName || 'Client signature',
|
name: signatureDoc.fileName || 'Client signature',
|
||||||
documentId: signatureDoc.id
|
documentId: signatureDoc.id,
|
||||||
|
mimeType: signatureDoc.type
|
||||||
};
|
};
|
||||||
// Fetch blob for preview
|
// Same endpoint getClientSignatureImage() uses, but opted out of the global error alert:
|
||||||
|
// a m_document row whose file is no longer in the content store returns 500, and the card
|
||||||
|
// below reports that itself. Without `silent` the interceptor pops an "Internal Server
|
||||||
|
// Error" modal on every page load, for a failure the user cannot act on.
|
||||||
this.clientsService
|
this.clientsService
|
||||||
.getClientSignatureImage(this.clientId, signatureDoc.id)
|
.downloadClientDocument(this.clientId, String(signatureDoc.id), true)
|
||||||
.pipe(takeUntil(this.destroy$))
|
.pipe(takeUntil(this.destroy$))
|
||||||
.subscribe({
|
.subscribe({
|
||||||
next: (blob: any) => {
|
next: (blob: any) => {
|
||||||
if (blob) {
|
if (blob && blob.size > 0) {
|
||||||
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
||||||
|
} else {
|
||||||
|
// A 200 with an empty body still means there is nothing to show. Without this the
|
||||||
|
// card would claim "Already available" with no thumbnail and no explanation.
|
||||||
|
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||||
}
|
}
|
||||||
},
|
},
|
||||||
error: () => undefined
|
error: () => {
|
||||||
|
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||||
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -364,6 +449,7 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
const list = Array.isArray(docs) ? docs : [];
|
const list = Array.isArray(docs) ? docs : [];
|
||||||
if (!list.length) return;
|
if (!list.length) return;
|
||||||
this.existing[kind].fileCount = list.length;
|
this.existing[kind].fileCount = list.length;
|
||||||
|
this.existing[kind].previewUnavailable = false;
|
||||||
|
|
||||||
const byNewest = (a: any, b: any) => b.id - a.id;
|
const byNewest = (a: any, b: any) => b.id - a.id;
|
||||||
const label = (d: any) => (d?.name || d?.fileName || '').toString();
|
const label = (d: any) => (d?.name || d?.fileName || '').toString();
|
||||||
@@ -372,6 +458,9 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
[...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] ||
|
[...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] ||
|
||||||
[...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0];
|
[...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0];
|
||||||
|
|
||||||
|
// A proof can be scanned to PDF, which no <img> can render - remember what was stored so the
|
||||||
|
// card offers "View document" instead of a broken thumbnail.
|
||||||
|
if (front) this.existing[kind].mimeType = front.type;
|
||||||
if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front');
|
if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front');
|
||||||
if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back');
|
if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back');
|
||||||
});
|
});
|
||||||
@@ -388,12 +477,19 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
.pipe(takeUntil(this.destroy$))
|
.pipe(takeUntil(this.destroy$))
|
||||||
.subscribe({
|
.subscribe({
|
||||||
next: (blob: any) => {
|
next: (blob: any) => {
|
||||||
if (!blob) return;
|
if (!blob || blob.size === 0) {
|
||||||
|
this.existing[kind].previewUnavailable = true;
|
||||||
|
return;
|
||||||
|
}
|
||||||
const url = URL.createObjectURL(blob);
|
const url = URL.createObjectURL(blob);
|
||||||
if (slot === 'front') this.existing[kind].previewUrl = url;
|
if (slot === 'front') this.existing[kind].previewUrl = url;
|
||||||
else this.existing[kind].previewUrlBack = url;
|
else this.existing[kind].previewUrlBack = url;
|
||||||
},
|
},
|
||||||
error: () => undefined
|
// The row exists but its file is gone from the content store. Saying so on the card beats
|
||||||
|
// showing "Already available" next to a blank space.
|
||||||
|
error: () => {
|
||||||
|
this.existing[kind].previewUnavailable = true;
|
||||||
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -452,6 +548,18 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
|
|
||||||
ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => {
|
ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => {
|
||||||
if (!result) return;
|
if (!result) return;
|
||||||
|
|
||||||
|
// The dialog's `accept=` filter is only a hint to the file picker and is trivially bypassed,
|
||||||
|
// so the size/type guard runs here on what actually came back. Catching it now turns a raw
|
||||||
|
// server rejection into a message on the card.
|
||||||
|
const rejection =
|
||||||
|
this.validationError(result.front, kind) ?? (result.back ? this.validationError(result.back, kind) : null);
|
||||||
|
if (rejection) {
|
||||||
|
this.uploadErrors[kind] = rejection;
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.uploadErrors[kind] = null;
|
||||||
|
|
||||||
if (isProofKind) {
|
if (isProofKind) {
|
||||||
const proofKind = kind as ProofKind;
|
const proofKind = kind as ProofKind;
|
||||||
this.selectedProofType[proofKind] = result.proofType || null;
|
this.selectedProofType[proofKind] = result.proofType || null;
|
||||||
@@ -470,6 +578,66 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** Extensions a given card can both store and render. */
|
||||||
|
private allowedExtensions(kind: CkycDocKind): string[] {
|
||||||
|
return IMAGE_ONLY_KINDS.includes(kind) ? IMAGE_EXTENSIONS : DOCUMENT_EXTENSIONS;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Rejects a file the backend would refuse (or the card could not render) before it is uploaded,
|
||||||
|
* so the user gets a clear message instead of a raw server error. Returns null when the file is
|
||||||
|
* acceptable.
|
||||||
|
*/
|
||||||
|
private validationError(file: File | null | undefined, kind: CkycDocKind): string | null {
|
||||||
|
if (!file) {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
const allowed = this.allowedExtensions(kind);
|
||||||
|
const extension = (file.name.split('.').pop() || '').toLowerCase();
|
||||||
|
|
||||||
|
if (!allowed.includes(extension)) {
|
||||||
|
return `Unsupported file type ".${extension}". Allowed: ${allowed.map((e) => e.toUpperCase()).join(', ')}.`;
|
||||||
|
}
|
||||||
|
if (file.size > MAX_UPLOAD_BYTES) {
|
||||||
|
const mb = (file.size / (1024 * 1024)).toFixed(1);
|
||||||
|
return `File is ${mb} MB. The maximum allowed size is 5 MB.`;
|
||||||
|
}
|
||||||
|
if (file.size === 0) {
|
||||||
|
return 'The selected file is empty.';
|
||||||
|
}
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* True when the stored file can be shown as an inline thumbnail. A PDF cannot, so its card falls
|
||||||
|
* back to the "View document" button alone rather than rendering a broken image.
|
||||||
|
*/
|
||||||
|
isImage(kind: CkycDocKind): boolean {
|
||||||
|
const entry = this.existing[kind];
|
||||||
|
// The profile image arrives as a `data:image/...;base64,` URL, which declares its own type -
|
||||||
|
// it has neither a stored MIME type nor a file extension for the checks below to read.
|
||||||
|
if (entry?.previewUrl?.startsWith('data:')) {
|
||||||
|
return entry.previewUrl.startsWith('data:image/');
|
||||||
|
}
|
||||||
|
if (entry?.mimeType) {
|
||||||
|
return entry.mimeType.startsWith('image/');
|
||||||
|
}
|
||||||
|
// Older rows can have no stored MIME type - fall back to the file extension.
|
||||||
|
const extension = (entry?.name?.split('.').pop() || '').toLowerCase();
|
||||||
|
return IMAGE_EXTENSIONS.includes(extension);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Opens the uploaded document full size in a new tab. Uses the blob already fetched for the
|
||||||
|
* thumbnail, so it works for PDFs too and costs no extra request.
|
||||||
|
*/
|
||||||
|
openDocument(kind: CkycDocKind): void {
|
||||||
|
const url = this.existing[kind]?.previewUrl;
|
||||||
|
if (url) {
|
||||||
|
window.open(url, '_blank', 'noopener');
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
/** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and
|
/** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and
|
||||||
* client-india-address-step, for address proof) writes into the identifier's description. */
|
* client-india-address-step, for address proof) writes into the identifier's description. */
|
||||||
private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } {
|
private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } {
|
||||||
@@ -533,6 +701,10 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
request$.pipe(takeUntil(this.destroy$)).subscribe({
|
request$.pipe(takeUntil(this.destroy$)).subscribe({
|
||||||
next: () => {
|
next: () => {
|
||||||
this.uploading[documentType] = false;
|
this.uploading[documentType] = false;
|
||||||
|
// The card is gated on `present`; without this a successful upload left it reading
|
||||||
|
// "Not uploaded yet". uploadProofDocument() sets the same flag for the proof cards.
|
||||||
|
this.existing[key].present = true;
|
||||||
|
this.existing[key].source = this.existing[key].source || 'CKYC upload';
|
||||||
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
|
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
|
||||||
this.refreshPreview(documentType);
|
this.refreshPreview(documentType);
|
||||||
},
|
},
|
||||||
@@ -653,13 +825,22 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) {
|
if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) {
|
||||||
URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!);
|
URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!);
|
||||||
}
|
}
|
||||||
|
// The upload that triggered this refresh is what repairs a previously missing file, so the
|
||||||
|
// warning has to be cleared before the re-read - otherwise a fixed card keeps the old badge.
|
||||||
|
this.existing[staleKey].previewUrl = undefined;
|
||||||
|
this.existing[staleKey].previewUrlBack = undefined;
|
||||||
|
this.existing[staleKey].previewUnavailable = false;
|
||||||
switch (documentType) {
|
switch (documentType) {
|
||||||
case 'CLIENT_IMAGE':
|
case 'CLIENT_IMAGE':
|
||||||
this.clientsService
|
this.clientsService
|
||||||
.getClientProfileImage(this.clientId)
|
.getClientProfileImage(this.clientId)
|
||||||
.pipe(takeUntil(this.destroy$))
|
.pipe(takeUntil(this.destroy$))
|
||||||
.subscribe((photo: any) => {
|
.subscribe((photo: any) => {
|
||||||
if (photo) this.existing.CLIENT_IMAGE.previewUrl = photo;
|
if (photo) {
|
||||||
|
this.existing.CLIENT_IMAGE.previewUrl = photo;
|
||||||
|
} else {
|
||||||
|
this.existing.CLIENT_IMAGE.previewUnavailable = true;
|
||||||
|
}
|
||||||
});
|
});
|
||||||
break;
|
break;
|
||||||
case 'CLIENT_SIGNATURE':
|
case 'CLIENT_SIGNATURE':
|
||||||
@@ -672,11 +853,21 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
?.sort((a: any, b: any) => b.id - a.id)?.[0];
|
?.sort((a: any, b: any) => b.id - a.id)?.[0];
|
||||||
if (!doc) return;
|
if (!doc) return;
|
||||||
this.existing.CLIENT_SIGNATURE.documentId = doc.id;
|
this.existing.CLIENT_SIGNATURE.documentId = doc.id;
|
||||||
|
this.existing.CLIENT_SIGNATURE.mimeType = doc.type;
|
||||||
this.clientsService
|
this.clientsService
|
||||||
.getClientSignatureImage(this.clientId, doc.id)
|
.downloadClientDocument(this.clientId, String(doc.id), true)
|
||||||
.pipe(takeUntil(this.destroy$))
|
.pipe(takeUntil(this.destroy$))
|
||||||
.subscribe((blob: any) => {
|
.subscribe({
|
||||||
if (blob) this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
next: (blob: any) => {
|
||||||
|
if (blob && blob.size > 0) {
|
||||||
|
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
||||||
|
} else {
|
||||||
|
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||||
|
}
|
||||||
|
},
|
||||||
|
error: () => {
|
||||||
|
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||||
|
}
|
||||||
});
|
});
|
||||||
});
|
});
|
||||||
break;
|
break;
|
||||||
@@ -690,10 +881,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
ngOnDestroy(): void {
|
ngOnDestroy(): void {
|
||||||
this.destroy$.next();
|
this.destroy$.next();
|
||||||
this.destroy$.complete();
|
this.destroy$.complete();
|
||||||
// Release object URLs
|
this.revokePreviewUrls();
|
||||||
Object.values(this.existing).forEach((e) => {
|
|
||||||
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
|
|
||||||
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
|
|
||||||
});
|
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -55,7 +55,10 @@
|
|||||||
<div class="f121__note">
|
<div class="f121__note">
|
||||||
<mat-icon>info_outline</mat-icon>
|
<mat-icon>info_outline</mat-icon>
|
||||||
<div>
|
<div>
|
||||||
@if (!dateOfBirth) {
|
@if (configMissing) {
|
||||||
|
TDS rates for FY {{ fy }} are not configured, so the tax cannot be computed. Set them up under Organization
|
||||||
|
› TDS Configuration.
|
||||||
|
} @else if (!dateOfBirth) {
|
||||||
Date of birth is not on record, so the senior-citizen threshold cannot be determined. Add it on the Personal
|
Date of birth is not on record, so the senior-citizen threshold cannot be determined. Add it on the Personal
|
||||||
Data tab.
|
Data tab.
|
||||||
} @else {
|
} @else {
|
||||||
@@ -113,8 +116,8 @@
|
|||||||
<div class="f121__note f121__note--warn">
|
<div class="f121__note f121__note--warn">
|
||||||
<mat-icon>warning_amber</mat-icon>
|
<mat-icon>warning_amber</mat-icon>
|
||||||
<div>
|
<div>
|
||||||
A Form 121 declaration is on record for this year, but withholding is still switched on for one or more
|
A declaration is on record for this year, but one or more deposits still carry a tax group. Those accounts
|
||||||
deposits. Turn it off on those accounts, or tax will keep being deducted.
|
deduct on their own and ignore the declaration — remove the tax group from them.
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
@@ -189,20 +192,90 @@
|
|||||||
}
|
}
|
||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
@if (declarationOnRecord && declarationFy) {
|
@if (declarationRecord; as d) {
|
||||||
<div class="f121__kv-row">
|
<div class="f121__kv-row">
|
||||||
<span>Declared for</span>
|
<span>Declared for</span>
|
||||||
<span>FY {{ declarationFy }}</span>
|
<span>FY {{ d.fy }} · Form {{ d.formType }}</span>
|
||||||
</div>
|
</div>
|
||||||
}
|
<div class="f121__kv-row">
|
||||||
@if (declarationOnRecord && !acceptanceDateKnown) {
|
<span>Accepted on</span>
|
||||||
<div class="f121__kv-row f121__kv-row--muted">
|
|
||||||
<span>Acceptance date</span>
|
|
||||||
<span>
|
<span>
|
||||||
Not captured — the declaration is treated as covering the whole year. A mid-year acceptance would change
|
{{ d.acceptedOn | date: 'd MMM y' }} — no TDS on interest credited from this day to 31 March. Interest
|
||||||
the figures below.
|
credited before it is taxed as usual.
|
||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
|
@if (d.uin) {
|
||||||
|
<div class="f121__kv-row">
|
||||||
|
<span>UIN</span>
|
||||||
|
<span class="f121__mono">{{ d.uin }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
<div class="f121__kv-row">
|
||||||
|
<span></span>
|
||||||
|
<span>
|
||||||
|
<button type="button" class="f121__btn f121__btn--warn" (click)="revokeDeclaration()">
|
||||||
|
Withdraw declaration
|
||||||
|
</button>
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
} @else if (fy && !configMissing) {
|
||||||
|
<div class="f121__kv-row">
|
||||||
|
<span></span>
|
||||||
|
<span>
|
||||||
|
@if (!showDeclarationForm) {
|
||||||
|
<button type="button" class="f121__btn" (click)="openDeclarationForm()" [disabled]="!panWellFormed">
|
||||||
|
Record {{ formLabel }} for FY {{ fy }}
|
||||||
|
</button>
|
||||||
|
@if (!panWellFormed) {
|
||||||
|
<div class="muted">A valid PAN must be on the KYC first — a declaration without one is void.</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
@if (showDeclarationForm) {
|
||||||
|
<div class="f121__decl-form">
|
||||||
|
<label>
|
||||||
|
<span>Accepted on *</span>
|
||||||
|
<input type="date" [(ngModel)]="newDeclaration.acceptedOn" />
|
||||||
|
</label>
|
||||||
|
<label>
|
||||||
|
<span>UIN</span>
|
||||||
|
<input type="text" [(ngModel)]="newDeclaration.uin" placeholder="Allotted on acceptance" />
|
||||||
|
</label>
|
||||||
|
<label>
|
||||||
|
<span>Estimated income for the year (₹)</span>
|
||||||
|
<input type="number" min="0" [(ngModel)]="newDeclaration.estimatedIncome" />
|
||||||
|
</label>
|
||||||
|
@if (declarationError) {
|
||||||
|
<div class="f121__note f121__note--warn">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<div>{{ declarationError }}</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
<div class="f121__decl-actions">
|
||||||
|
<button type="button" class="f121__btn" (click)="showDeclarationForm = false">Cancel</button>
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="f121__btn f121__btn--primary"
|
||||||
|
(click)="saveDeclaration()"
|
||||||
|
[disabled]="savingDeclaration"
|
||||||
|
>
|
||||||
|
{{ savingDeclaration ? 'Saving…' : 'Save declaration' }}
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
@for (old of declarations; track old.id) {
|
||||||
|
@if (old.revoked && old.fy === fy) {
|
||||||
|
<div class="f121__kv-row f121__kv-row--muted">
|
||||||
|
<span>Withdrawn</span>
|
||||||
|
<span>
|
||||||
|
Form {{ old.formType }} accepted {{ old.acceptedOn | date: 'd MMM y' }}, withdrawn
|
||||||
|
{{ old.revokedOn | date: 'd MMM y' }} — {{ old.revokeReason }}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
}
|
}
|
||||||
@if (eligibility) {
|
@if (eligibility) {
|
||||||
@for (reason of eligibility.reasons; track reason) {
|
@for (reason of eligibility.reasons; track reason) {
|
||||||
|
|||||||
@@ -332,3 +332,61 @@
|
|||||||
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
|
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
|
||||||
font-weight: 600;
|
font-weight: 600;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/* ── Recording a declaration ── */
|
||||||
|
.f121__btn {
|
||||||
|
padding: 6px 14px;
|
||||||
|
border: 1px solid #d1d5db;
|
||||||
|
border-radius: 6px;
|
||||||
|
background: #fff;
|
||||||
|
font: inherit;
|
||||||
|
font-size: 12.5px;
|
||||||
|
font-weight: 600;
|
||||||
|
cursor: pointer;
|
||||||
|
|
||||||
|
&:disabled {
|
||||||
|
opacity: 0.55;
|
||||||
|
cursor: not-allowed;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--primary {
|
||||||
|
border-color: #1d4ed8;
|
||||||
|
background: #1d4ed8;
|
||||||
|
color: #fff;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--warn {
|
||||||
|
border-color: #b45309;
|
||||||
|
color: #b45309;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.f121__decl-form {
|
||||||
|
display: grid;
|
||||||
|
gap: 10px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
|
||||||
|
label {
|
||||||
|
display: grid;
|
||||||
|
gap: 4px;
|
||||||
|
font-size: 12px;
|
||||||
|
|
||||||
|
span {
|
||||||
|
color: #6b7280;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
|
input {
|
||||||
|
max-width: 280px;
|
||||||
|
padding: 6px 8px;
|
||||||
|
border: 1px solid #d1d5db;
|
||||||
|
border-radius: 6px;
|
||||||
|
font: inherit;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.f121__decl-actions {
|
||||||
|
display: flex;
|
||||||
|
gap: 8px;
|
||||||
|
}
|
||||||
|
|||||||
@@ -23,6 +23,8 @@ import { SavingsService } from 'app/savings/savings.service';
|
|||||||
import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
|
import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
|
||||||
import { RecurringDepositsService } from 'app/deposits/recurring-deposits/recurring-deposits.service';
|
import { RecurringDepositsService } from 'app/deposits/recurring-deposits/recurring-deposits.service';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
import { TdsDeclarationRecord, TdsReportsService } from 'app/tds-reports/tds-reports.service';
|
||||||
|
import { TdsDeductee } from 'app/tds-reports/tds-reports-data';
|
||||||
|
|
||||||
/** Domain logic */
|
/** Domain logic */
|
||||||
import {
|
import {
|
||||||
@@ -111,6 +113,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
private savingsService = inject(SavingsService);
|
private savingsService = inject(SavingsService);
|
||||||
private fixedDepositsService = inject(FixedDepositsService);
|
private fixedDepositsService = inject(FixedDepositsService);
|
||||||
private recurringDepositsService = inject(RecurringDepositsService);
|
private recurringDepositsService = inject(RecurringDepositsService);
|
||||||
|
private tdsService = inject(TdsReportsService);
|
||||||
|
|
||||||
private destroy$ = new Subject<void>();
|
private destroy$ = new Subject<void>();
|
||||||
|
|
||||||
@@ -124,23 +127,25 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
pan = '';
|
pan = '';
|
||||||
panWellFormed = false;
|
panWellFormed = false;
|
||||||
|
|
||||||
// ── Declaration on record ──
|
// ── Declarations on record ──
|
||||||
declarationOnRecord = false;
|
/**
|
||||||
|
* Every declaration the customer has given, each for one year and from the day the branch
|
||||||
|
* accepted it. The KYC record only ever held a type and a year, which made a September
|
||||||
|
* declaration shield interest back to April and let last year's form run on.
|
||||||
|
*/
|
||||||
|
declarations: TdsDeclarationRecord[] = [];
|
||||||
/**
|
/**
|
||||||
* The form actually in force for the selected year. From FY 2026-27 a single
|
* The form actually in force for the selected year. From FY 2026-27 a single
|
||||||
* Form 121 replaced the 15G/15H split, so this is derived from the year rather
|
* Form 121 replaced the 15G/15H split, so this is derived from the year rather
|
||||||
* than from the payee's age.
|
* than from the payee's age.
|
||||||
*/
|
*/
|
||||||
declarationForm: DeclarationForm = '121';
|
declarationForm: DeclarationForm = '121';
|
||||||
/** Kind recorded at KYC, meaningful only for a pre-2026 year. */
|
|
||||||
declarationKind: '15G' | '15H' = '15G';
|
// ── Recording a declaration ──
|
||||||
declarationFy = '';
|
showDeclarationForm = false;
|
||||||
/**
|
savingDeclaration = false;
|
||||||
* The KYC step records only the year, not the date the branch accepted the
|
declarationError = '';
|
||||||
* declaration, so it has to be treated as covering the whole year. Surfaced on
|
newDeclaration = { acceptedOn: '', uin: '', estimatedIncome: null as number | null };
|
||||||
* screen rather than hidden — a mid-year acceptance would change the figures.
|
|
||||||
*/
|
|
||||||
acceptanceDateKnown = false;
|
|
||||||
|
|
||||||
eligibility: EligibilityResult | null = null;
|
eligibility: EligibilityResult | null = null;
|
||||||
|
|
||||||
@@ -153,11 +158,13 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
schedule: TdsSchedule | null = null;
|
schedule: TdsSchedule | null = null;
|
||||||
actualTds = 0;
|
actualTds = 0;
|
||||||
tdsSaved = 0;
|
tdsSaved = 0;
|
||||||
|
/** The selected year has no entry on Organization › TDS Configuration. */
|
||||||
|
configMissing = false;
|
||||||
|
|
||||||
/** Raw account inputs, kept so the year selector can recompute cheaply. */
|
/** Raw account inputs, kept so the year selector can recompute cheaply. */
|
||||||
private accountInputs: (TdsAccountInput & { meta: Form121AccountRow })[] = [];
|
private accountInputs: (TdsAccountInput & { meta: Form121AccountRow; taxLines: InterestCredit[] })[] = [];
|
||||||
/** Withheld-tax postings by FY, from the ledger. */
|
/** This customer's FD/RD interest received in savings, and TDS taken there, per year. */
|
||||||
private actualTdsByFy = new Map<string, number>();
|
private platformByFy = new Map<string, TdsDeductee | null>();
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
this.route.parent.params.pipe(takeUntil(this.destroy$)).subscribe((params: any) => {
|
this.route.parent.params.pipe(takeUntil(this.destroy$)).subscribe((params: any) => {
|
||||||
@@ -180,13 +187,15 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
forkJoin({
|
forkJoin({
|
||||||
client: this.clientsService.getClientData(this.clientId, true).pipe(catchError(() => of(null))),
|
client: this.clientsService.getClientData(this.clientId, true).pipe(catchError(() => of(null))),
|
||||||
kyc: this.clientsService.getClientKyc(this.clientId, true).pipe(catchError(() => of(null))),
|
kyc: this.clientsService.getClientKyc(this.clientId, true).pipe(catchError(() => of(null))),
|
||||||
accounts: this.clientsService.getClientAccountData(this.clientId).pipe(catchError(() => of(null)))
|
accounts: this.clientsService.getClientAccountData(this.clientId).pipe(catchError(() => of(null))),
|
||||||
|
declarations: this.tdsService.getDeclarations(Number(this.clientId)).pipe(catchError(() => of([])))
|
||||||
})
|
})
|
||||||
.pipe(
|
.pipe(
|
||||||
takeUntil(this.destroy$),
|
takeUntil(this.destroy$),
|
||||||
switchMap(({ client, kyc, accounts }) => {
|
switchMap(({ client, kyc, accounts, declarations }) => {
|
||||||
this.applyClient(client);
|
this.applyClient(client);
|
||||||
this.applyKyc(kyc);
|
this.applyKyc(kyc);
|
||||||
|
this.declarations = declarations || [];
|
||||||
const deposits = this.depositAccountsOf(accounts);
|
const deposits = this.depositAccountsOf(accounts);
|
||||||
return deposits.length ? forkJoin(deposits.map((a) => this.fetchAccount(a))) : of([] as any[]);
|
return deposits.length ? forkJoin(deposits.map((a) => this.fetchAccount(a))) : of([] as any[]);
|
||||||
}),
|
}),
|
||||||
@@ -210,11 +219,8 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
private applyKyc(kyc: any): void {
|
private applyKyc(kyc: any): void {
|
||||||
this.pan = (kyc?.panNumber ?? '').toUpperCase();
|
this.pan = (kyc?.panNumber ?? '').toUpperCase();
|
||||||
this.panWellFormed = isWellFormedPan(this.pan);
|
this.panWellFormed = isWellFormedPan(this.pan);
|
||||||
this.declarationOnRecord = !!kyc?.form15Applicable;
|
this.declarationForm =
|
||||||
this.declarationKind = kyc?.form15Type === '15H' ? '15H' : '15G';
|
this.fy && FY_TAX_CONFIG[normaliseFy(this.fy)] ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
|
||||||
this.declarationForm = this.fy ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
|
|
||||||
this.declarationFy = kyc?.form15FY ?? '';
|
|
||||||
this.acceptanceDateKnown = false;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Savings, FD and RD accounts — everything that can credit interest. */
|
/** Savings, FD and RD accounts — everything that can credit interest. */
|
||||||
@@ -248,7 +254,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
*/
|
*/
|
||||||
private ingest(details: any[]): void {
|
private ingest(details: any[]): void {
|
||||||
this.accountInputs = [];
|
this.accountInputs = [];
|
||||||
this.actualTdsByFy = new Map<string, number>();
|
this.platformByFy = new Map<string, TdsDeductee | null>();
|
||||||
const fys = new Set<string>();
|
const fys = new Set<string>();
|
||||||
const clientIdNum = Number(this.clientId);
|
const clientIdNum = Number(this.clientId);
|
||||||
|
|
||||||
@@ -269,6 +275,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
};
|
};
|
||||||
|
|
||||||
const credits: InterestCredit[] = [];
|
const credits: InterestCredit[] = [];
|
||||||
|
const taxLines: InterestCredit[] = [];
|
||||||
let tdsDeducted = 0;
|
let tdsDeducted = 0;
|
||||||
|
|
||||||
for (const t of d.transactions ?? []) {
|
for (const t of d.transactions ?? []) {
|
||||||
@@ -286,8 +293,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
} else if (t.transactionType?.withholdTax) {
|
} else if (t.transactionType?.withholdTax) {
|
||||||
const amount = t.amount ?? 0;
|
const amount = t.amount ?? 0;
|
||||||
tdsDeducted += amount;
|
tdsDeducted += amount;
|
||||||
const txnFy = fyOf(iso);
|
taxLines.push({ date: iso, amount, accountNo: ref.accountNo });
|
||||||
this.actualTdsByFy.set(txnFy, (this.actualTdsByFy.get(txnFy) ?? 0) + amount);
|
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -310,12 +316,13 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
deducteeClientId: deductee
|
deducteeClientId: deductee
|
||||||
};
|
};
|
||||||
|
|
||||||
this.accountInputs.push({ ...ref, credits, meta });
|
this.accountInputs.push({ ...ref, credits, taxLines, meta });
|
||||||
}
|
}
|
||||||
|
|
||||||
this.availableFys = [...fys].sort().reverse();
|
this.availableFys = [...fys].sort().reverse();
|
||||||
if (!this.availableFys.includes(this.fy)) {
|
if (!this.availableFys.includes(this.fy)) {
|
||||||
this.fy = this.availableFys[0] ?? (this.declarationFy ? normaliseFy(this.declarationFy) : '');
|
this.fy =
|
||||||
|
this.availableFys[0] ?? this.declarations[0]?.fy ?? Object.keys(FY_TAX_CONFIG).sort().reverse()[0] ?? '';
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -333,14 +340,37 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
|
|
||||||
const year = normaliseFy(this.fy);
|
const year = normaliseFy(this.fy);
|
||||||
|
this.configMissing = !FY_TAX_CONFIG[year];
|
||||||
|
|
||||||
|
// TDS is tracked on FD/RD interest once it reaches savings, and deducted there. Those figures live
|
||||||
|
// on the platform, not in the deposit's own transactions, so they are fetched once per year and
|
||||||
|
// the computation waits for them.
|
||||||
|
if (!this.platformByFy.has(year)) {
|
||||||
|
this.loadPlatformYear(year);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const platform = this.platformByFy.get(year);
|
||||||
|
for (const a of this.accountInputs) {
|
||||||
|
if (!a.meta.tdsApplicable) {
|
||||||
|
continue;
|
||||||
|
}
|
||||||
|
const match = platform?.accounts.find((p) => p.accountNo === a.accountNo);
|
||||||
|
a.credits = match?.credits ?? [];
|
||||||
|
a.taxLines = match?.deductions ?? [];
|
||||||
|
}
|
||||||
|
|
||||||
// Per-account interest for the selected year, for the three lists.
|
// Per-account interest for the selected year, for the three lists.
|
||||||
for (const a of this.accountInputs) {
|
for (const a of this.accountInputs) {
|
||||||
a.meta.interest = a.credits.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0);
|
a.meta.interest = a.credits.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0);
|
||||||
|
// The selected year only - this used to total every year the account had ever been taxed in.
|
||||||
|
a.meta.tdsDeducted = a.meta.tdsApplicable
|
||||||
|
? a.taxLines.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0)
|
||||||
|
: 0;
|
||||||
}
|
}
|
||||||
this.actualTds = this.actualTdsByFy.get(year) ?? 0;
|
// What was actually debited for this customer as deductee, wherever the savings account sits.
|
||||||
|
this.actualTds = this.accountInputs.filter((a) => a.meta.tdsApplicable).reduce((s, a) => s + a.meta.tdsDeducted, 0);
|
||||||
|
|
||||||
if (!this.dateOfBirth) {
|
if (!this.dateOfBirth || this.configMissing) {
|
||||||
return;
|
return;
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -378,21 +408,95 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
return applicable.some((a) => a.meta.mode === 'QUARTERLY') ? 'QUARTERLY' : 'ANNUAL';
|
return applicable.some((a) => a.meta.mode === 'QUARTERLY') ? 'QUARTERLY' : 'ANNUAL';
|
||||||
}
|
}
|
||||||
|
|
||||||
/** The declaration, but only when it was filed for the year being shown. */
|
private loadPlatformYear(year: string): void {
|
||||||
private declarationForSelectedFy(): Declaration | null {
|
this.tdsService
|
||||||
if (!this.declarationOnRecord || !this.fy) {
|
.getDepositInterest(Number(year.slice(0, 4)), Number(this.clientId))
|
||||||
|
.pipe(
|
||||||
|
catchError(() => of([])),
|
||||||
|
takeUntil(this.destroy$)
|
||||||
|
)
|
||||||
|
.subscribe((rows) => {
|
||||||
|
this.platformByFy.set(year, rows.find((r) => `${r.clientId}` === `${this.clientId}`) ?? null);
|
||||||
|
this.recompute();
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The live declaration recorded for the year being shown, if any. */
|
||||||
|
get declarationRecord(): TdsDeclarationRecord | null {
|
||||||
|
if (!this.fy) {
|
||||||
return null;
|
return null;
|
||||||
}
|
}
|
||||||
const year = normaliseFy(this.fy);
|
const year = normaliseFy(this.fy);
|
||||||
if (this.declarationFy && normaliseFy(this.declarationFy) !== year) {
|
return this.declarations.find((d) => d.fy === year && !d.revoked) ?? null;
|
||||||
|
}
|
||||||
|
|
||||||
|
get declarationOnRecord(): boolean {
|
||||||
|
return !!this.declarationRecord;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The declaration as the engine takes it — operative from the day it was accepted. */
|
||||||
|
private declarationForSelectedFy(): Declaration | null {
|
||||||
|
const d = this.declarationRecord;
|
||||||
|
if (!d) {
|
||||||
return null;
|
return null;
|
||||||
}
|
}
|
||||||
return {
|
const kind = d.formType === '15H' ? '15H' : d.formType === '15G' ? '15G' : formKindFor(this.dateOfBirth, d.fy);
|
||||||
kind: this.declarationKind,
|
return { kind, acceptedOn: d.acceptedOn, fy: d.fy, uin: d.uin || undefined };
|
||||||
// No acceptance date on record — treated as covering the whole year.
|
}
|
||||||
acceptedOn: `${year.slice(0, 4)}-04-01`,
|
|
||||||
fy: year
|
openDeclarationForm(): void {
|
||||||
};
|
this.newDeclaration = { acceptedOn: new Date().toISOString().slice(0, 10), uin: '', estimatedIncome: null };
|
||||||
|
this.declarationError = '';
|
||||||
|
this.showDeclarationForm = true;
|
||||||
|
}
|
||||||
|
|
||||||
|
saveDeclaration(): void {
|
||||||
|
if (!this.newDeclaration.acceptedOn) {
|
||||||
|
this.declarationError = 'Enter the date the branch accepted the form.';
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.savingDeclaration = true;
|
||||||
|
this.declarationError = '';
|
||||||
|
this.tdsService
|
||||||
|
.createDeclaration({
|
||||||
|
clientId: Number(this.clientId),
|
||||||
|
fy: normaliseFy(this.fy),
|
||||||
|
formType: declarationFormFor(this.fy, this.dateOfBirth),
|
||||||
|
acceptedOn: this.newDeclaration.acceptedOn,
|
||||||
|
uin: this.newDeclaration.uin || undefined,
|
||||||
|
estimatedIncome: this.newDeclaration.estimatedIncome
|
||||||
|
})
|
||||||
|
.subscribe({
|
||||||
|
next: (rows) => {
|
||||||
|
this.savingDeclaration = false;
|
||||||
|
this.showDeclarationForm = false;
|
||||||
|
this.declarations = rows || [];
|
||||||
|
this.recompute();
|
||||||
|
},
|
||||||
|
error: (err: any) => {
|
||||||
|
this.savingDeclaration = false;
|
||||||
|
this.declarationError =
|
||||||
|
err?.error?.errors?.[0]?.defaultUserMessage || err?.error?.defaultUserMessage || 'Could not save.';
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
revokeDeclaration(): void {
|
||||||
|
const d = this.declarationRecord;
|
||||||
|
if (!d) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const reason = prompt('Why is this declaration being withdrawn? From today, TDS will be deducted again.');
|
||||||
|
if (!reason) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.tdsService.revokeDeclaration(d.id, reason).subscribe({
|
||||||
|
next: (rows) => {
|
||||||
|
this.declarations = rows || [];
|
||||||
|
this.recompute();
|
||||||
|
},
|
||||||
|
error: (err: any) => alert(err?.error?.defaultUserMessage || 'Could not revoke the declaration.')
|
||||||
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
// ───────────────────────── Template helpers ─────────────────────────
|
// ───────────────────────── Template helpers ─────────────────────────
|
||||||
@@ -411,7 +515,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
|
|
||||||
/** The form the payee would file for the selected year. */
|
/** The form the payee would file for the selected year. */
|
||||||
get formLabel(): string {
|
get formLabel(): string {
|
||||||
if (!this.fy) {
|
if (!this.fy || this.configMissing) {
|
||||||
return '—';
|
return '—';
|
||||||
}
|
}
|
||||||
const form = declarationFormFor(this.fy, this.dateOfBirth);
|
const form = declarationFormFor(this.fy, this.dateOfBirth);
|
||||||
@@ -470,11 +574,12 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* A declaration is on record but deposit accounts are still set to withhold —
|
* A declaration is on record but a deposit still carries a stock Fineract tax group. Those
|
||||||
* the branch has not switched them off.
|
* accounts withhold on their own rules and never consult the declaration record, so the form
|
||||||
|
* does not stop their deduction until the tax group is removed.
|
||||||
*/
|
*/
|
||||||
get declarationNotAppliedToAccounts(): boolean {
|
get declarationNotAppliedToAccounts(): boolean {
|
||||||
return !!this.declarationForSelectedFy() && this.liableAccounts.some((a) => a.withHoldTax);
|
return !!this.declarationForSelectedFy() && this.liableAccounts.some((a) => !!a.taxGroup);
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
|
|||||||
@@ -591,16 +591,13 @@
|
|||||||
<i class="fa fa-calendar section-header__icon"></i>
|
<i class="fa fa-calendar section-header__icon"></i>
|
||||||
<h3 class="section-header__title">{{ 'labels.heading.Recurring Deposit Accounts' | translate }}</h3>
|
<h3 class="section-header__title">{{ 'labels.heading.Recurring Deposit Accounts' | translate }}</h3>
|
||||||
</div>
|
</div>
|
||||||
<div class="section-header__right">
|
|
||||||
<button mat-raised-button color="primary" (click)="toggleRecurringAccountsOverview()">
|
|
||||||
{{ viewAccountsLabel(showClosedRecurringAccounts) | translate }}
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
@if (!showClosedRecurringAccounts) {
|
<!-- Active and ended recurring deposits share one table; the Status column says how each one ended (matured or
|
||||||
|
closed early), so the client's RD history stays visible without switching views. -->
|
||||||
|
@if (savingAccounts) {
|
||||||
<div class="table-wrapper">
|
<div class="table-wrapper">
|
||||||
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'open' : 'isRecurring'">
|
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'all' : 'isRecurring'">
|
||||||
<ng-container matColumnDef="Account No">
|
<ng-container matColumnDef="Account No">
|
||||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
|
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
|
||||||
<td mat-cell *matCellDef="let element">
|
<td mat-cell *matCellDef="let element">
|
||||||
@@ -614,6 +611,15 @@
|
|||||||
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
|
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
|
||||||
</td>
|
</td>
|
||||||
</ng-container>
|
</ng-container>
|
||||||
|
<ng-container matColumnDef="Status">
|
||||||
|
<th mat-header-cell *matHeaderCellDef>Status</th>
|
||||||
|
<td mat-cell *matCellDef="let element">
|
||||||
|
<span class="rd-status" [class.rd-status--ended]="element.timeline?.closedOnDate">{{ rdStatusLabel(element) }}</span>
|
||||||
|
@if (element.timeline?.closedOnDate) {
|
||||||
|
<div class="rd-status__date">on {{ element.timeline.closedOnDate | dateFormat }}</div>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
<ng-container matColumnDef="Last Active">
|
<ng-container matColumnDef="Last Active">
|
||||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th>
|
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th>
|
||||||
<td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td>
|
<td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td>
|
||||||
@@ -638,7 +644,7 @@
|
|||||||
<i class="fa fa-check"></i>
|
<i class="fa fa-check"></i>
|
||||||
</button>
|
</button>
|
||||||
}
|
}
|
||||||
@if (!element.status.submittedAndPendingApproval && !element.status.active) {
|
@if (element.status.approved) {
|
||||||
<button
|
<button
|
||||||
class="account-action-button"
|
class="account-action-button"
|
||||||
mat-raised-button
|
mat-raised-button
|
||||||
@@ -664,7 +670,7 @@
|
|||||||
</ng-container>
|
</ng-container>
|
||||||
|
|
||||||
<ng-container matColumnDef="no-data">
|
<ng-container matColumnDef="no-data">
|
||||||
<td mat-footer-cell *matFooterCellDef [attr.colspan]="openSavingsColumns.length">
|
<td mat-footer-cell *matFooterCellDef [attr.colspan]="recurringColumns.length">
|
||||||
<div class="table-empty-state">
|
<div class="table-empty-state">
|
||||||
<i class="fa fa-folder-open-o table-empty-state__icon"></i>
|
<i class="fa fa-folder-open-o table-empty-state__icon"></i>
|
||||||
<p class="table-empty-state__text">
|
<p class="table-empty-state__text">
|
||||||
@@ -674,67 +680,17 @@
|
|||||||
</td>
|
</td>
|
||||||
</ng-container>
|
</ng-container>
|
||||||
|
|
||||||
<tr mat-header-row *matHeaderRowDef="openSavingsColumns"></tr>
|
<tr mat-header-row *matHeaderRowDef="recurringColumns"></tr>
|
||||||
<tr
|
<tr
|
||||||
mat-row
|
mat-row
|
||||||
*matRowDef="let row; columns: openSavingsColumns"
|
*matRowDef="let row; columns: recurringColumns"
|
||||||
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
|
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
|
||||||
class="select-row"
|
class="select-row"
|
||||||
></tr>
|
></tr>
|
||||||
<tr
|
<tr
|
||||||
mat-footer-row
|
mat-footer-row
|
||||||
*matFooterRowDef="
|
*matFooterRowDef="
|
||||||
(savingAccounts | accountsFilter: 'saving' : 'open' : 'isRecurring')?.length === 0 ? ['no-data'] : []
|
(savingAccounts | accountsFilter: 'saving' : 'all' : 'isRecurring')?.length === 0 ? ['no-data'] : []
|
||||||
"
|
|
||||||
></tr>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Closed Recurring Deposit Accounts -->
|
|
||||||
@if (showClosedRecurringAccounts) {
|
|
||||||
<div class="table-wrapper">
|
|
||||||
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'closed' : 'isRecurring'">
|
|
||||||
<ng-container matColumnDef="Account No">
|
|
||||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
|
|
||||||
<td mat-cell *matCellDef="let element">
|
|
||||||
<i class="fa fa-stop" [ngClass]="element.status.code | statusLookup"></i>
|
|
||||||
<mifosx-account-number accountNo="{{ element.accountNo }}"></mifosx-account-number>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
<ng-container matColumnDef="Saving Account">
|
|
||||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Recurring Deposit Product' | translate }}</th>
|
|
||||||
<td mat-cell *matCellDef="let element">
|
|
||||||
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
<ng-container matColumnDef="Closed Date">
|
|
||||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Closed Date' | translate }}</th>
|
|
||||||
<td mat-cell *matCellDef="let element">{{ element.timeline.closedOnDate | dateFormat }}</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<ng-container matColumnDef="no-data">
|
|
||||||
<td mat-footer-cell *matFooterCellDef [attr.colspan]="closedSavingsColumns.length">
|
|
||||||
<div class="table-empty-state">
|
|
||||||
<i class="fa fa-folder-open-o table-empty-state__icon"></i>
|
|
||||||
<p class="table-empty-state__text">
|
|
||||||
{{ 'labels.messages.No Closed Recurring Deposit Accounts Available' | translate }}
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<tr mat-header-row *matHeaderRowDef="closedSavingsColumns"></tr>
|
|
||||||
<tr
|
|
||||||
mat-row
|
|
||||||
*matRowDef="let row; columns: closedSavingsColumns"
|
|
||||||
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
|
|
||||||
class="select-row"
|
|
||||||
></tr>
|
|
||||||
<tr
|
|
||||||
mat-footer-row
|
|
||||||
*matFooterRowDef="
|
|
||||||
(savingAccounts | accountsFilter: 'saving' : 'closed' : 'isRecurring')?.length === 0 ? ['no-data'] : []
|
|
||||||
"
|
"
|
||||||
></tr>
|
></tr>
|
||||||
</table>
|
</table>
|
||||||
|
|||||||
@@ -419,3 +419,24 @@ table[mat-table] {
|
|||||||
font-size: 24px;
|
font-size: 24px;
|
||||||
z-index: 1;
|
z-index: 1;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
.rd-status {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 2px 8px;
|
||||||
|
border-radius: 10px;
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 600;
|
||||||
|
background: #dcfce7;
|
||||||
|
color: #166534;
|
||||||
|
|
||||||
|
&--ended {
|
||||||
|
background: #e2e8f0;
|
||||||
|
color: #475569;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.rd-status__date {
|
||||||
|
margin-top: 2px;
|
||||||
|
font-size: 11px;
|
||||||
|
color: #64748b;
|
||||||
|
}
|
||||||
|
|||||||
@@ -187,6 +187,15 @@ export class GeneralTabComponent implements OnDestroy {
|
|||||||
'Saving Account',
|
'Saving Account',
|
||||||
'Closed Date'
|
'Closed Date'
|
||||||
];
|
];
|
||||||
|
/** Closed Recurring Deposit Accounts Columns - with how each one ended, for tracking. */
|
||||||
|
recurringColumns: string[] = [
|
||||||
|
'Account No',
|
||||||
|
'Saving Account',
|
||||||
|
'Status',
|
||||||
|
'Last Active',
|
||||||
|
'Balance',
|
||||||
|
'Actions'
|
||||||
|
];
|
||||||
/** Open Shares Accounts Columns */
|
/** Open Shares Accounts Columns */
|
||||||
openSharesColumns: string[] = [
|
openSharesColumns: string[] = [
|
||||||
'Account No',
|
'Account No',
|
||||||
@@ -475,6 +484,30 @@ export class GeneralTabComponent implements OnDestroy {
|
|||||||
);
|
);
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** Where a recurring deposit stands - for one that has ended, how it ended. */
|
||||||
|
rdStatusLabel(account: any): string {
|
||||||
|
switch (account?.status?.code) {
|
||||||
|
case 'savingsAccountStatusType.active':
|
||||||
|
return 'Active';
|
||||||
|
case 'savingsAccountStatusType.matured':
|
||||||
|
return 'Matured (not closed)';
|
||||||
|
case 'savingsAccountStatusType.submitted.and.pending.approval':
|
||||||
|
return 'Pending Approval';
|
||||||
|
case 'savingsAccountStatusType.approved':
|
||||||
|
return 'Approved';
|
||||||
|
case 'savingsAccountStatusType.closed':
|
||||||
|
return 'Matured & Closed';
|
||||||
|
case 'savingsAccountStatusType.pre.mature.closure':
|
||||||
|
return 'Premature Closed';
|
||||||
|
case 'savingsAccountStatusType.rejected':
|
||||||
|
return 'Rejected';
|
||||||
|
case 'savingsAccountStatusType.withdrawn.by.applicant':
|
||||||
|
return 'Withdrawn by Client';
|
||||||
|
default:
|
||||||
|
return account?.status?.value ?? '';
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
viewAccountsLabel(closed: boolean): string {
|
viewAccountsLabel(closed: boolean): string {
|
||||||
if (closed) {
|
if (closed) {
|
||||||
return 'labels.buttons.View Active Accounts';
|
return 'labels.buttons.View Active Accounts';
|
||||||
|
|||||||
@@ -1142,6 +1142,46 @@
|
|||||||
</mat-select>
|
</mat-select>
|
||||||
</mat-form-field>
|
</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
|
<!-- 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
|
it, so re-collecting an expired document is done on this form rather than
|
||||||
sending the officer somewhere else. -->
|
sending the officer somewhere else. -->
|
||||||
@@ -1207,9 +1247,7 @@
|
|||||||
</div>
|
</div>
|
||||||
|
|
||||||
@if (!docScansLoading && !docScans.front && !docScans.back) {
|
@if (!docScansLoading && !docScans.front && !docScans.back) {
|
||||||
<div class="kyc-doc-scans__empty">
|
<div class="kyc-doc-scans__empty">No scan is on file for this document. Upload one below.</div>
|
||||||
No scan is on file for this document. Upload one below.
|
|
||||||
</div>
|
|
||||||
}
|
}
|
||||||
|
|
||||||
<div class="kyc-doc-scans__sides">
|
<div class="kyc-doc-scans__sides">
|
||||||
|
|||||||
@@ -1807,3 +1807,28 @@
|
|||||||
color: #15803d;
|
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,
|
1,
|
||||||
[Validators.required]
|
[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
|
// 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.
|
// backend has always accepted these four; only the fields were missing.
|
||||||
kycDocumentName: [''],
|
kycDocumentName: [''],
|
||||||
@@ -175,7 +182,10 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
docScans: { front: DocScanSide | null; back: DocScanSide | null } = { front: null, back: null };
|
docScans: { front: DocScanSide | null; back: DocScanSide | null } = { front: null, back: null };
|
||||||
|
|
||||||
/** The two sides, in display order, so the template loops rather than repeating itself. */
|
/** The two sides, in display order, so the template loops rather than repeating itself. */
|
||||||
readonly docScanSlots: ('front' | 'back')[] = ['front', 'back'];
|
readonly docScanSlots: ('front' | 'back')[] = [
|
||||||
|
'front',
|
||||||
|
'back'
|
||||||
|
];
|
||||||
|
|
||||||
docScanOf(slot: 'front' | 'back') {
|
docScanOf(slot: 'front' | 'back') {
|
||||||
return this.docScans[slot];
|
return this.docScans[slot];
|
||||||
@@ -221,6 +231,11 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
this.kycForm.patchValue({
|
this.kycForm.patchValue({
|
||||||
kycType: data.kycType || 1,
|
kycType: data.kycType || 1,
|
||||||
riskCategory: data.riskCategory || 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 || '',
|
panNumber: data.panNumber || '',
|
||||||
// Aadhaar is stored masked on the server; user must re-enter
|
// Aadhaar is stored masked on the server; user must re-enter
|
||||||
// the full 12-digit number to re-verify, so don't pre-fill.
|
// the full 12-digit number to re-verify, so don't pre-fill.
|
||||||
@@ -446,6 +461,29 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
return new Date();
|
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() {
|
private buildExceptionFields() {
|
||||||
const panVerified = this.verificationStatus.pan === 'VERIFIED' || this.kycData?.panVerified === true;
|
const panVerified = this.verificationStatus.pan === 'VERIFIED' || this.kycData?.panVerified === true;
|
||||||
const aadhaarVerified = this.verificationStatus.aadhaar === 'VERIFIED' || this.kycData?.aadhaarVerified === true;
|
const aadhaarVerified = this.verificationStatus.aadhaar === 'VERIFIED' || this.kycData?.aadhaarVerified === true;
|
||||||
@@ -484,6 +522,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
// dateFormat is required so the backend can parse exceptionResolvedOn when an exception closes.
|
// dateFormat is required so the backend can parse exceptionResolvedOn when an exception closes.
|
||||||
dateFormat: 'dd MMMM yyyy',
|
dateFormat: 'dd MMMM yyyy',
|
||||||
...this.buildDocumentFields(),
|
...this.buildDocumentFields(),
|
||||||
|
...this.buildRiskProfileFields(),
|
||||||
...this.buildExceptionFields()
|
...this.buildExceptionFields()
|
||||||
};
|
};
|
||||||
|
|
||||||
@@ -530,6 +569,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
remarks: this.kycForm.value.remarks || null,
|
remarks: this.kycForm.value.remarks || null,
|
||||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||||
dateFormat: 'dd MMMM yyyy',
|
dateFormat: 'dd MMMM yyyy',
|
||||||
|
...this.buildRiskProfileFields(),
|
||||||
...this.buildExceptionFields()
|
...this.buildExceptionFields()
|
||||||
};
|
};
|
||||||
|
|
||||||
@@ -729,6 +769,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
dateFormat,
|
dateFormat,
|
||||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||||
...declarationFields,
|
...declarationFields,
|
||||||
|
...this.buildRiskProfileFields(),
|
||||||
...this.buildExceptionFields()
|
...this.buildExceptionFields()
|
||||||
};
|
};
|
||||||
|
|
||||||
@@ -889,6 +930,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
dateFormat,
|
dateFormat,
|
||||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||||
...receiptFields,
|
...receiptFields,
|
||||||
|
...this.buildRiskProfileFields(),
|
||||||
...this.buildExceptionFields()
|
...this.buildExceptionFields()
|
||||||
};
|
};
|
||||||
|
|
||||||
@@ -1417,7 +1459,10 @@ I further confirm that:
|
|||||||
this.docScansLoading = false;
|
this.docScansLoading = false;
|
||||||
// This runs again after every replace, so the previews being thrown away are revoked
|
// This runs again after every replace, so the previews being thrown away are revoked
|
||||||
// rather than left holding their blobs.
|
// rather than left holding their blobs.
|
||||||
for (const old of [this.docScans.front, this.docScans.back]) {
|
for (const old of [
|
||||||
|
this.docScans.front,
|
||||||
|
this.docScans.back
|
||||||
|
]) {
|
||||||
if (old?.previewUrl) {
|
if (old?.previewUrl) {
|
||||||
URL.revokeObjectURL(old.previewUrl);
|
URL.revokeObjectURL(old.previewUrl);
|
||||||
}
|
}
|
||||||
@@ -1459,7 +1504,10 @@ I further confirm that:
|
|||||||
}
|
}
|
||||||
|
|
||||||
this.docScans = sides;
|
this.docScans = sides;
|
||||||
for (const key of ['front', 'back'] as const) {
|
for (const key of [
|
||||||
|
'front',
|
||||||
|
'back'
|
||||||
|
] as const) {
|
||||||
if (sides[key]) {
|
if (sides[key]) {
|
||||||
this.loadScanPreview(sides[key]!);
|
this.loadScanPreview(sides[key]!);
|
||||||
}
|
}
|
||||||
@@ -1520,7 +1568,9 @@ I further confirm that:
|
|||||||
error: (err: any) => {
|
error: (err: any) => {
|
||||||
this.docScanUploading = null;
|
this.docScanUploading = null;
|
||||||
this.docScanError =
|
this.docScanError =
|
||||||
err?.error?.defaultUserMessage || err?.error?.developerMessage || `Could not replace the ${label.toLowerCase()} side.`;
|
err?.error?.defaultUserMessage ||
|
||||||
|
err?.error?.developerMessage ||
|
||||||
|
`Could not replace the ${label.toLowerCase()} side.`;
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
@@ -1703,7 +1753,10 @@ I further confirm that:
|
|||||||
this.destroy$.next();
|
this.destroy$.next();
|
||||||
this.destroy$.complete();
|
this.destroy$.complete();
|
||||||
// Object URLs are held by the browser until revoked, so the scan blobs would outlive the tab.
|
// Object URLs are held by the browser until revoked, so the scan blobs would outlive the tab.
|
||||||
for (const side of [this.docScans.front, this.docScans.back]) {
|
for (const side of [
|
||||||
|
this.docScans.front,
|
||||||
|
this.docScans.back
|
||||||
|
]) {
|
||||||
if (side?.previewUrl) {
|
if (side?.previewUrl) {
|
||||||
URL.revokeObjectURL(side.previewUrl);
|
URL.revokeObjectURL(side.previewUrl);
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -569,8 +569,19 @@ export class ClientsService {
|
|||||||
return this.http.get(`/clients/${clientId}/documents`);
|
return this.http.get(`/clients/${clientId}/documents`);
|
||||||
}
|
}
|
||||||
|
|
||||||
downloadClientDocument(parentEntityId: string, documentId: string) {
|
/**
|
||||||
return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, { responseType: 'blob' });
|
* Fetches a client document's stored file.
|
||||||
|
*
|
||||||
|
* `silent` opts the request out of ErrorHandlerInterceptor's alert. Pass it when the caller
|
||||||
|
* renders its own failure state - notably thumbnail fetches, where a `m_document` row whose file
|
||||||
|
* is no longer in the content store returns 500 and would otherwise pop a modal the user can do
|
||||||
|
* nothing about. The interceptor still rethrows, so the caller's error callback continues to run.
|
||||||
|
*/
|
||||||
|
downloadClientDocument(parentEntityId: string, documentId: string, silent = false) {
|
||||||
|
return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, {
|
||||||
|
responseType: 'blob',
|
||||||
|
...(silent ? { context: new HttpContext().set(SILENT_HTTP_ERROR, true) } : {})
|
||||||
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
uploadClientDocument(clientId: string, documentData: any) {
|
uploadClientDocument(clientId: string, documentData: any) {
|
||||||
@@ -992,12 +1003,28 @@ export class ClientsService {
|
|||||||
return this.http.post(`/clients/${clientId}/entityclassification/${category}`, data);
|
return this.http.post(`/clients/${clientId}/entityclassification/${category}`, data);
|
||||||
}
|
}
|
||||||
|
|
||||||
getClientCkyc(clientId: string): Observable<any> {
|
/**
|
||||||
return this.http.get(`/clients/${clientId}/ckyc`);
|
* Uploads a single CKYC artefact against the client, using the platform's generic document
|
||||||
|
* endpoint (DocumentApiResource, POST /v1/{entityType}/{entityId}/documents). There is no
|
||||||
|
* CKYC-specific document API on the backend - the earlier `/clients/{id}/ckyc/documents` path
|
||||||
|
* was never implemented and returned 404.
|
||||||
|
*
|
||||||
|
* The multipart body must carry `file`, `name` and `description`; the caller builds those so the
|
||||||
|
* stored document stays identifiable by CKYC artefact type. See ckyc-tab.component.ts.
|
||||||
|
*/
|
||||||
|
uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
|
||||||
|
return this.http.post(`/clients/${clientId}/documents`, formData);
|
||||||
}
|
}
|
||||||
|
|
||||||
uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
|
/**
|
||||||
return this.http.post(`/clients/${clientId}/ckyc/documents`, formData);
|
* Replaces the content of an existing client document in place (DocumentApiResource PUT
|
||||||
|
* /v1/{entityType}/{entityId}/documents/{documentId}), keeping the same document id.
|
||||||
|
*
|
||||||
|
* Used by the CKYC screen's "Upload new version" so a re-upload updates the existing artefact
|
||||||
|
* rather than adding another row. Takes the same multipart body as the create call.
|
||||||
|
*/
|
||||||
|
replaceClientDocument(clientId: string, documentId: string, formData: FormData): Observable<any> {
|
||||||
|
return this.http.put(`/clients/${clientId}/documents/${documentId}`, formData);
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
|
|||||||
@@ -377,6 +377,8 @@
|
|||||||
</button>
|
</button>
|
||||||
}
|
}
|
||||||
@if (selectedTabIndex < totalTabs - 1) {
|
@if (selectedTabIndex < totalTabs - 1) {
|
||||||
|
<!-- Tooltip sits on a wrapper: a disabled button fires no mouse events, so it can't host it. -->
|
||||||
|
<span [matTooltip]="currentStepBlockerMessage" [matTooltipDisabled]="!currentStepBlockerMessage">
|
||||||
<button mat-raised-button color="primary" (click)="onNext()" [disabled]="savingClient || !currentStepValid">
|
<button mat-raised-button color="primary" (click)="onNext()" [disabled]="savingClient || !currentStepValid">
|
||||||
@if (savingClient) {
|
@if (savingClient) {
|
||||||
<mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10"></mat-progress-spinner>
|
<mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10"></mat-progress-spinner>
|
||||||
@@ -390,6 +392,7 @@
|
|||||||
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
|
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
|
||||||
}
|
}
|
||||||
</button>
|
</button>
|
||||||
|
</span>
|
||||||
}
|
}
|
||||||
@if (selectedTabIndex === totalTabs - 1) {
|
@if (selectedTabIndex === totalTabs - 1) {
|
||||||
<button mat-raised-button color="primary" [routerLink]="['../']">
|
<button mat-raised-button color="primary" [routerLink]="['../']">
|
||||||
|
|||||||
@@ -393,6 +393,12 @@ export class EditClientComponent {
|
|||||||
if (this.selectedTabIndex === 0 && this.clientGeneralForm?.valid && !this.contactVerificationComplete) {
|
if (this.selectedTabIndex === 0 && this.clientGeneralForm?.valid && !this.contactVerificationComplete) {
|
||||||
return 'Verify the OTP sent to both the old and new mobile number/email before saving.';
|
return 'Verify the OTP sent to both the old and new mobile number/email before saving.';
|
||||||
}
|
}
|
||||||
|
if (this.selectedTabIndex === 0 && this.clientGeneralForm && !this.clientGeneralForm.valid) {
|
||||||
|
const labels = this.invalidGeneralFieldLabels();
|
||||||
|
if (labels.length) {
|
||||||
|
return `Please fill/correct: ${labels.join(', ')}.`;
|
||||||
|
}
|
||||||
|
}
|
||||||
if (this.selectedTabIndex === 1) {
|
if (this.selectedTabIndex === 1) {
|
||||||
const labels = this.clientKycStep?.invalidFieldLabels || [];
|
const labels = this.clientKycStep?.invalidFieldLabels || [];
|
||||||
if (labels.length) {
|
if (labels.length) {
|
||||||
@@ -408,6 +414,42 @@ export class EditClientComponent {
|
|||||||
return 'Please fill all mandatory fields on this tab to continue.';
|
return 'Please fill all mandatory fields on this tab to continue.';
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Readable names of the General-tab controls that are invalid. Older clients can be missing
|
||||||
|
* fields that are now mandatory (e.g. mobile/email), which leaves Save disabled with nothing
|
||||||
|
* on screen saying why — this feeds the button tooltip.
|
||||||
|
*/
|
||||||
|
private invalidGeneralFieldLabels(): string[] {
|
||||||
|
const labels: Record<string, string> = {
|
||||||
|
officeId: 'Office',
|
||||||
|
legalFormId: 'Legal Form',
|
||||||
|
genderId: 'Gender',
|
||||||
|
mobileNo: 'Mobile No',
|
||||||
|
alternateMobileNo: 'Alternate Mobile No',
|
||||||
|
emailAddress: 'Email',
|
||||||
|
dateOfBirth: 'Date of Birth',
|
||||||
|
submittedOnDate: 'Submitted On',
|
||||||
|
activationDate: 'Activation Date',
|
||||||
|
savingsProductId: 'Savings Product',
|
||||||
|
firstname: 'First Name',
|
||||||
|
middlename: 'Middle Name',
|
||||||
|
lastname: 'Last Name',
|
||||||
|
fullname: 'Name',
|
||||||
|
monthlyIncome: 'Monthly Income',
|
||||||
|
annualIncome: 'Annual Income',
|
||||||
|
monthlyTurnover: 'Monthly Turnover',
|
||||||
|
annualTurnover: 'Yearly Turnover',
|
||||||
|
agricultureIncome: 'Agriculture Income',
|
||||||
|
nonAgricultureIncome: 'Non-Agriculture Income',
|
||||||
|
guardianDetails: 'Guardian',
|
||||||
|
clientNonPersonDetails: 'Entity Details'
|
||||||
|
};
|
||||||
|
const controls = this.clientGeneralForm?.controls || {};
|
||||||
|
return Object.keys(controls)
|
||||||
|
.filter((name) => controls[name].invalid)
|
||||||
|
.map((name) => labels[name] || name);
|
||||||
|
}
|
||||||
|
|
||||||
/** Whether the current tab has unsaved edits */
|
/** Whether the current tab has unsaved edits */
|
||||||
isCurrentTabEdited(): boolean {
|
isCurrentTabEdited(): boolean {
|
||||||
return this.tabEditMode[this.selectedTabIndex] === true;
|
return this.tabEditMode[this.selectedTabIndex] === true;
|
||||||
|
|||||||
+1
-7
@@ -109,13 +109,7 @@
|
|||||||
</button>
|
</button>
|
||||||
}
|
}
|
||||||
</div>
|
</div>
|
||||||
<input
|
<input #sideInput type="file" hidden accept="image/*,application/pdf" (change)="onFilePicked($event, slot)" />
|
||||||
#sideInput
|
|
||||||
type="file"
|
|
||||||
hidden
|
|
||||||
accept="image/*,application/pdf"
|
|
||||||
(change)="onFilePicked($event, slot)"
|
|
||||||
/>
|
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
</div>
|
</div>
|
||||||
|
|||||||
@@ -25,6 +25,41 @@ import { environment } from '../../../environments/environment';
|
|||||||
export class CacheInterceptor implements HttpInterceptor {
|
export class CacheInterceptor implements HttpInterceptor {
|
||||||
private forceUpdate = false;
|
private forceUpdate = false;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Endpoints that compute a live figure from the current ledger/configuration and must never be
|
||||||
|
* served from cache. Caching them meant a report kept showing a stale response after its
|
||||||
|
* underlying GL mapping changed — the request was answered from cachedData and the backend was
|
||||||
|
* never hit again. Matched as a substring of the request URL.
|
||||||
|
*/
|
||||||
|
private static readonly NEVER_CACHE = [
|
||||||
|
'/rbireservereturn',
|
||||||
|
'/rbireserveconfig',
|
||||||
|
'/tdsconfig',
|
||||||
|
'/tds/deposit-interest',
|
||||||
|
// Declarations and challans are entered on the very screens that read them back.
|
||||||
|
'/tds/declarations',
|
||||||
|
'/tds/challans',
|
||||||
|
'/tds/deducted',
|
||||||
|
'/savingsinterestpostingreports',
|
||||||
|
// Cash in vaults and drawers changes with every transaction; a cached teller list or position
|
||||||
|
// kept showing a branch's old tellers and figures at day close.
|
||||||
|
'/tellers',
|
||||||
|
'/cashreports',
|
||||||
|
'/cashreconciliation',
|
||||||
|
'/cashsettlement',
|
||||||
|
'/cashtransfer',
|
||||||
|
'/branchday',
|
||||||
|
// A deposit's lien moves with every repayment of the loan it secures, and decides whether the
|
||||||
|
// deposit may be closed at all - a stale copy would show a released lien as still blocking.
|
||||||
|
'/liens',
|
||||||
|
// The RD Dashboard counts late installments as of today; a cached copy would hide a payment just taken.
|
||||||
|
'/recurringdepositaccounts/dashboard'
|
||||||
|
];
|
||||||
|
|
||||||
|
private isCacheable(url: string): boolean {
|
||||||
|
return !CacheInterceptor.NEVER_CACHE.some((fragment) => url.includes(fragment));
|
||||||
|
}
|
||||||
|
|
||||||
// eslint-disable-next-line @angular-eslint/prefer-inject
|
// eslint-disable-next-line @angular-eslint/prefer-inject
|
||||||
constructor(private httpCacheService: HttpCacheService) {}
|
constructor(private httpCacheService: HttpCacheService) {}
|
||||||
|
|
||||||
@@ -42,7 +77,7 @@ export class CacheInterceptor implements HttpInterceptor {
|
|||||||
}
|
}
|
||||||
|
|
||||||
intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> {
|
intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> {
|
||||||
if (request.method !== 'GET') {
|
if (request.method !== 'GET' || !this.isCacheable(request.urlWithParams)) {
|
||||||
return next.handle(request);
|
return next.handle(request);
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -67,12 +67,18 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
|
|||||||
// endpoint isn't available on a given backend deployment, the client-general-step
|
// endpoint isn't available on a given backend deployment, the client-general-step
|
||||||
// component already falls back to riskRules = [] silently; no toast needed here either.
|
// component already falls back to riskRules = [] silently; no toast needed here either.
|
||||||
const isKycRiskRulesRequest = request.url.includes('/kyc/risk-rules');
|
const isKycRiskRulesRequest = request.url.includes('/kyc/risk-rules');
|
||||||
|
// A document's own file can be missing from the content store (a database copied between
|
||||||
|
// environments without its file store is the usual cause) even though its m_document row
|
||||||
|
// survives — the backend reports that as a 404, same as a client with no photo, and every
|
||||||
|
// caller that fetches a signature/attachment image already recovers with its own catchError.
|
||||||
|
const isDocumentAttachmentRequest = request.url.match(/\/documents\/\d+\/attachment$/);
|
||||||
const isSilentRequest =
|
const isSilentRequest =
|
||||||
isClientImageRequest ||
|
isClientImageRequest ||
|
||||||
isClientKycRequest ||
|
isClientKycRequest ||
|
||||||
isDirectorRequest ||
|
isDirectorRequest ||
|
||||||
isClientPendingEditRequest ||
|
isClientPendingEditRequest ||
|
||||||
isKycRiskRulesRequest;
|
isKycRiskRulesRequest ||
|
||||||
|
isDocumentAttachmentRequest;
|
||||||
|
|
||||||
// Explicit per-request opt-out (e.g. per-row enrichment fetches on a list page whose
|
// Explicit per-request opt-out (e.g. per-row enrichment fetches on a list page whose
|
||||||
// component already recovers via its own catchError) — silenced for every status, since
|
// component already recovers via its own catchError) — silenced for every status, since
|
||||||
@@ -93,8 +99,8 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
|
|||||||
throw response;
|
throw response;
|
||||||
}
|
}
|
||||||
|
|
||||||
// Resolved once and emitted in one place below, so every failure here is consistently tagged
|
// Resolved once and emitted in one place below — see the severity decision there for which of
|
||||||
// as an error and therefore surfaces as a centred modal rather than a corner toast.
|
// these surfaces as a centred modal versus a corner toast.
|
||||||
let alert: { type: string; message: string } | null = null;
|
let alert: { type: string; message: string } | null = null;
|
||||||
if (status === 401 || (environment.oauth.enabled && status === 400)) {
|
if (status === 401 || (environment.oauth.enabled && status === 400)) {
|
||||||
alert = { type: 'Authentication Error', message: 'Invalid User Details. Please try again!' };
|
alert = { type: 'Authentication Error', message: 'Invalid User Details. Please try again!' };
|
||||||
@@ -119,7 +125,13 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
|
|||||||
message: errorMessage || 'This action is not allowed in the current state.'
|
message: errorMessage || 'This action is not allowed in the current state.'
|
||||||
};
|
};
|
||||||
} else if (status === 500) {
|
} else if (status === 500) {
|
||||||
alert = { type: 'Internal Server Error', message: 'Internal Server Error. Please try again later.' };
|
// errorMessage carries the backend's actual explanation (defaultUserMessage/developerMessage)
|
||||||
|
// when one is present; the generic sentence is only a last resort for a response with no body
|
||||||
|
// at all (a proxy timeout, a stack trace the server never wrapped into JSON).
|
||||||
|
alert = {
|
||||||
|
type: 'Internal Server Error',
|
||||||
|
message: errorMessage || 'Internal Server Error. Please try again later.'
|
||||||
|
};
|
||||||
} else if (status === 501) {
|
} else if (status === 501) {
|
||||||
alert = {
|
alert = {
|
||||||
type: this.translate.instant('error.resource.notImplemented.type'),
|
type: this.translate.instant('error.resource.notImplemented.type'),
|
||||||
@@ -133,7 +145,17 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
|
|||||||
}
|
}
|
||||||
|
|
||||||
if (alert) {
|
if (alert) {
|
||||||
this.alertService.alert({ ...alert, severity: 'error' });
|
// A GET is the page reading data it did not ask the user for, in the background — a photo,
|
||||||
|
// an attachment, a notes list, a standing-instructions panel. Every one of those already has
|
||||||
|
// its own catchError fallback at the call site (see transaction-entry.component.ts and
|
||||||
|
// similar account-overview loaders), so the page keeps working regardless. Blocking the whole
|
||||||
|
// screen on a dialog the user has to click "OK" on, for data that was never more than a
|
||||||
|
// secondary panel, is the "irritate na ho" complaint this guards against — it goes to the
|
||||||
|
// corner toast instead, same place a non-error alert already goes. A write (POST/PUT/PATCH/
|
||||||
|
// DELETE) is different: that is the one action the user was waiting on, so its failure still
|
||||||
|
// needs the centred, must-acknowledge dialog.
|
||||||
|
const isBackgroundRead = request.method === 'GET' && (status === 500 || status === 501 || status === 503);
|
||||||
|
this.alertService.alert({ ...alert, severity: isBackgroundRead ? undefined : 'error' });
|
||||||
}
|
}
|
||||||
|
|
||||||
throw response;
|
throw response;
|
||||||
|
|||||||
File diff suppressed because it is too large
Load Diff
@@ -266,7 +266,7 @@ $color: #e2e4ec;
|
|||||||
max-width: 100%;
|
max-width: 100%;
|
||||||
overflow-x: hidden;
|
overflow-x: hidden;
|
||||||
box-sizing: border-box;
|
box-sizing: border-box;
|
||||||
padding: 16px 28px;
|
padding: 10px 18px;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -282,21 +282,15 @@ $gray-700: #334155;
|
|||||||
/* ============================================================
|
/* ============================================================
|
||||||
Main header (top 2-row navigation)
|
Main header (top 2-row navigation)
|
||||||
--------------------------------------------------------------
|
--------------------------------------------------------------
|
||||||
Redesigned 2026 — clean, modern enterprise SaaS feel:
|
Compact, modern enterprise SaaS navigation:
|
||||||
• Both rows live on the same white surface separated only by a
|
• Height reduced to 32px per row (64px total) to save screen space.
|
||||||
hairline; r2 has a barely-there blue-50 wash so frequent vs
|
• Smooth horizontal scrolling prevents menu items from getting cut off.
|
||||||
secondary menus read at a glance without dark/light contrast.
|
• Compact typography, icons and paddings fit all banking modules cleanly.
|
||||||
• Items are now equal-width "tabs" with NO vertical dividers
|
|
||||||
between them (the old cell borders made it look spreadsheet-y).
|
|
||||||
• Hover / active = a 3 px brand-coloured TOP bar + brand text +
|
|
||||||
coloured icon. Reads instantly without colour-flooding the row.
|
|
||||||
• Icons larger (12.5 px) and full-opacity always — easier to scan
|
|
||||||
during demos. Caret is subtle and rotates on open.
|
|
||||||
============================================================ */
|
============================================================ */
|
||||||
.main-header {
|
.main-header {
|
||||||
background: #fff;
|
background: #fff;
|
||||||
border-bottom: 2.5px solid $brand;
|
border-bottom: 2px solid $brand;
|
||||||
box-shadow: 0 1px 4px rgb(0 0 0 / 7%);
|
box-shadow: 0 1px 3px rgb(0 0 0 / 6%);
|
||||||
position: sticky;
|
position: sticky;
|
||||||
|
|
||||||
/* Sit directly under the sticky toolbar (32px tall) so both stay visible. */
|
/* Sit directly under the sticky toolbar (32px tall) so both stay visible. */
|
||||||
@@ -306,19 +300,19 @@ $gray-700: #334155;
|
|||||||
}
|
}
|
||||||
|
|
||||||
.nav-row {
|
.nav-row {
|
||||||
height: 44px;
|
height: 32px;
|
||||||
display: flex;
|
display: flex;
|
||||||
align-items: stretch;
|
align-items: stretch;
|
||||||
overflow: visible;
|
overflow: auto visible;
|
||||||
position: relative;
|
position: relative;
|
||||||
|
|
||||||
/* Outer frame; vertical dividers between cells are drawn as `border-right`
|
|
||||||
on each `.ni` below. Switched away from the equal-column grid so each
|
|
||||||
cell can size to its own label — long names (General Ledger, Documents
|
|
||||||
Hub) no longer overflow and short ones (Approvals, HRM) no longer waste
|
|
||||||
space. */
|
|
||||||
border: 1px solid $gray-200;
|
border: 1px solid $gray-200;
|
||||||
background: #fff;
|
background: #fff;
|
||||||
|
scrollbar-width: none;
|
||||||
|
-ms-overflow-style: none;
|
||||||
|
|
||||||
|
&::-webkit-scrollbar {
|
||||||
|
display: none;
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.r2.nav-row {
|
.r2.nav-row {
|
||||||
@@ -334,25 +328,17 @@ $gray-700: #334155;
|
|||||||
background: #f8fafc;
|
background: #f8fafc;
|
||||||
}
|
}
|
||||||
|
|
||||||
// ===== Nav Item — modern tab style =====
|
// ===== Nav Item — compact modern tab style =====
|
||||||
// Typography spec — same family / size / weight / color for BOTH rows.
|
|
||||||
.ni {
|
.ni {
|
||||||
position: relative;
|
position: relative;
|
||||||
display: inline-flex;
|
display: inline-flex;
|
||||||
align-items: center;
|
align-items: center;
|
||||||
justify-content: center;
|
justify-content: center;
|
||||||
gap: 7px;
|
gap: 2.5px;
|
||||||
height: 100%;
|
height: 100%;
|
||||||
|
|
||||||
/* Each cell sizes to its own label (min-width: max-content) and grows
|
|
||||||
to share any leftover row width. Short labels stay compact, long ones
|
|
||||||
get the room they need — no overlap, no wasted gap. */
|
|
||||||
flex: 1 0 auto;
|
flex: 1 0 auto;
|
||||||
min-width: max-content;
|
min-width: 0;
|
||||||
padding: 0 14px;
|
padding: 0 4px;
|
||||||
|
|
||||||
/* Vertical divider between adjacent cells; outer frame is the row's
|
|
||||||
own border, and the last cell drops its right border below. */
|
|
||||||
border-right: 1px solid $gray-200;
|
border-right: 1px solid $gray-200;
|
||||||
cursor: pointer;
|
cursor: pointer;
|
||||||
white-space: nowrap;
|
white-space: nowrap;
|
||||||
@@ -360,11 +346,11 @@ $gray-700: #334155;
|
|||||||
'IBM Plex Sans',
|
'IBM Plex Sans',
|
||||||
-apple-system,
|
-apple-system,
|
||||||
sans-serif;
|
sans-serif;
|
||||||
font-size: 12px;
|
font-size: 10px;
|
||||||
font-weight: 500;
|
font-weight: 500;
|
||||||
color: #0a1a2e;
|
color: #0a1a2e;
|
||||||
line-height: 1.3;
|
line-height: 1.2;
|
||||||
letter-spacing: 0.01em;
|
letter-spacing: -0.015em;
|
||||||
text-decoration: none;
|
text-decoration: none;
|
||||||
user-select: none;
|
user-select: none;
|
||||||
transition:
|
transition:
|
||||||
@@ -373,17 +359,15 @@ $gray-700: #334155;
|
|||||||
box-shadow 0.15s ease;
|
box-shadow 0.15s ease;
|
||||||
border-radius: 0;
|
border-radius: 0;
|
||||||
|
|
||||||
/* 3px accent strip that fills on hover / active (uses ::before so we
|
|
||||||
don't reflow the row when toggling). */
|
|
||||||
&::before {
|
&::before {
|
||||||
content: '';
|
content: '';
|
||||||
position: absolute;
|
position: absolute;
|
||||||
left: 4px;
|
left: 2px;
|
||||||
right: 4px;
|
right: 2px;
|
||||||
top: 0;
|
top: 0;
|
||||||
height: 3px;
|
height: 2px;
|
||||||
background: transparent;
|
background: transparent;
|
||||||
border-radius: 0 0 3px 3px;
|
border-radius: 0 0 2px 2px;
|
||||||
transition: background 0.15s ease;
|
transition: background 0.15s ease;
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -410,17 +394,19 @@ $gray-700: #334155;
|
|||||||
outline-offset: -2px;
|
outline-offset: -2px;
|
||||||
}
|
}
|
||||||
|
|
||||||
/* Last cell in a row sits flush against the row's own right edge, so
|
|
||||||
drop its divider to avoid a double 2 px line. */
|
|
||||||
&:last-child {
|
&:last-child {
|
||||||
border-right: none;
|
border-right: none;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
.ni-short {
|
||||||
|
display: none;
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.ni-ico {
|
.ni-ico {
|
||||||
width: 12px;
|
width: 9.5px;
|
||||||
height: 12px;
|
height: 9.5px;
|
||||||
font-size: 12px;
|
font-size: 9.5px;
|
||||||
color: $gray-500;
|
color: $gray-500;
|
||||||
flex-shrink: 0;
|
flex-shrink: 0;
|
||||||
transition: color 0.15s ease;
|
transition: color 0.15s ease;
|
||||||
@@ -432,11 +418,12 @@ $gray-700: #334155;
|
|||||||
}
|
}
|
||||||
|
|
||||||
.ni-caret {
|
.ni-caret {
|
||||||
width: 7px;
|
width: 5px;
|
||||||
height: 7px;
|
height: 5px;
|
||||||
font-size: 7px;
|
font-size: 5px;
|
||||||
color: $gray-400;
|
color: $gray-400;
|
||||||
flex-shrink: 0;
|
flex-shrink: 0;
|
||||||
|
margin-left: 0.5px;
|
||||||
transition:
|
transition:
|
||||||
transform 0.18s ease,
|
transform 0.18s ease,
|
||||||
color 0.18s ease;
|
color 0.18s ease;
|
||||||
@@ -447,17 +434,89 @@ $gray-700: #334155;
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
@media (width <= 1200px) {
|
@media (width >= 1400px) {
|
||||||
.ni {
|
.ni {
|
||||||
padding: 0 8px;
|
padding: 0 6px;
|
||||||
gap: 5px;
|
gap: 3.5px;
|
||||||
|
font-size: 10.8px;
|
||||||
|
letter-spacing: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ni-ico {
|
||||||
|
width: 10px;
|
||||||
|
height: 10px;
|
||||||
|
font-size: 10px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ni-caret {
|
||||||
|
width: 5.5px;
|
||||||
|
height: 5.5px;
|
||||||
|
font-size: 5.5px;
|
||||||
|
margin-left: 1px;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
@media (width <= 980px) {
|
@media (width <= 1200px) {
|
||||||
.ni {
|
.ni {
|
||||||
|
padding: 0 3px;
|
||||||
|
gap: 2px;
|
||||||
|
font-size: 9.8px;
|
||||||
|
letter-spacing: -0.02em;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ni-ico {
|
||||||
|
width: 9px;
|
||||||
|
height: 9px;
|
||||||
|
font-size: 9px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ni-caret {
|
||||||
|
width: 4.5px;
|
||||||
|
height: 4.5px;
|
||||||
|
font-size: 4.5px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 1080px) {
|
||||||
|
.ni {
|
||||||
|
padding: 0 2.5px;
|
||||||
|
gap: 1.5px;
|
||||||
|
font-size: 9.4px;
|
||||||
|
letter-spacing: -0.025em;
|
||||||
|
|
||||||
|
.ni-full {
|
||||||
|
display: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ni-short {
|
||||||
|
display: inline;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.ni-ico {
|
||||||
|
width: 8.5px;
|
||||||
|
height: 8.5px;
|
||||||
|
font-size: 8.5px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ni-caret {
|
||||||
|
width: 4px;
|
||||||
|
height: 4px;
|
||||||
|
font-size: 4px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 880px) {
|
||||||
|
.nav-row {
|
||||||
|
overflow-x: auto;
|
||||||
|
scrollbar-width: thin;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ni {
|
||||||
|
flex: 0 0 auto;
|
||||||
padding: 0 6px;
|
padding: 0 6px;
|
||||||
gap: 4px;
|
gap: 3px;
|
||||||
|
font-size: 10px;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
@@ -699,21 +758,29 @@ $gray-700: #334155;
|
|||||||
|
|
||||||
// ===== Nav Dropdown Menus =====
|
// ===== Nav Dropdown Menus =====
|
||||||
::ng-deep .nav-dropdown {
|
::ng-deep .nav-dropdown {
|
||||||
border-radius: 8px !important;
|
border-radius: 6px !important;
|
||||||
border: 1px solid $gray-200 !important;
|
border: 1px solid $gray-200 !important;
|
||||||
box-shadow: 0 6px 24px rgb(0 0 0 / 10%) !important;
|
box-shadow: 0 4px 16px rgb(0 0 0 / 12%) !important;
|
||||||
min-width: 180px !important;
|
min-width: 170px !important;
|
||||||
padding: 4px 0 !important;
|
padding: 3px 0 !important;
|
||||||
margin-top: 2px !important;
|
margin-top: 1px !important;
|
||||||
|
|
||||||
.mat-mdc-menu-item {
|
.mat-mdc-menu-item {
|
||||||
font-size: 12.5px !important;
|
font-size: 10.5px !important;
|
||||||
font-weight: 500 !important;
|
font-weight: 500 !important;
|
||||||
height: 34px !important;
|
height: 25px !important;
|
||||||
min-height: 34px !important;
|
min-height: 25px !important;
|
||||||
padding: 0 14px !important;
|
padding: 0 6px !important;
|
||||||
|
line-height: 25px !important;
|
||||||
color: $gray-700 !important;
|
color: $gray-700 !important;
|
||||||
font-family: 'DM Sans', Roboto, sans-serif !important;
|
font-family: 'IBM Plex Sans', Roboto, sans-serif !important;
|
||||||
|
white-space: nowrap !important;
|
||||||
|
|
||||||
|
.menu-item-icon {
|
||||||
|
font-size: 10.5px !important;
|
||||||
|
margin-right: 5px !important;
|
||||||
|
opacity: 0.8;
|
||||||
|
}
|
||||||
|
|
||||||
&:hover {
|
&:hover {
|
||||||
background: $brand-hover !important;
|
background: $brand-hover !important;
|
||||||
@@ -728,39 +795,44 @@ $gray-700: #334155;
|
|||||||
}
|
}
|
||||||
|
|
||||||
/* Deposits Mega Panel (inside mat-menu overlay) */
|
/* Deposits Mega Panel (inside mat-menu overlay) */
|
||||||
.deposit-menu-grid {
|
::ng-deep .deposit-menu-grid {
|
||||||
display: grid;
|
display: grid;
|
||||||
grid-template-columns: repeat(3, 1fr);
|
gap: 4px 12px;
|
||||||
gap: 8px 24px;
|
padding: 6px 10px;
|
||||||
padding: 8px 12px;
|
min-width: 0;
|
||||||
min-width: 600px;
|
width: 100%;
|
||||||
|
box-sizing: border-box;
|
||||||
|
overflow-x: hidden;
|
||||||
}
|
}
|
||||||
|
|
||||||
.deposit-menu-group {
|
::ng-deep .deposit-menu-group {
|
||||||
.deposit-group-title {
|
.deposit-group-title {
|
||||||
font-weight: 700;
|
font-weight: 700;
|
||||||
font-size: 11px;
|
font-size: 9.5px;
|
||||||
text-transform: uppercase;
|
text-transform: uppercase;
|
||||||
letter-spacing: 0.6px;
|
letter-spacing: 0.5px;
|
||||||
color: #1074b9;
|
color: #1074b9;
|
||||||
padding: 4px 16px 6px;
|
padding: 2px 6px 3px;
|
||||||
margin-bottom: 2px;
|
margin-bottom: 2px;
|
||||||
border-bottom: 2px solid #1074b9;
|
border-bottom: 1.5px solid #1074b9;
|
||||||
|
white-space: nowrap;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
/* NPA Mega Panel — 4 columns (Reports / Analysis / Classification / Recovery Management) */
|
/* NPA Mega Panel — 3 columns */
|
||||||
.npa-grid {
|
::ng-deep .npa-grid {
|
||||||
grid-template-columns: repeat(4, minmax(200px, 1fr));
|
grid-template-columns: repeat(3, minmax(210px, 1fr));
|
||||||
min-width: 880px;
|
min-width: 0;
|
||||||
max-width: 96vw;
|
max-width: 100%;
|
||||||
|
overflow-x: hidden;
|
||||||
}
|
}
|
||||||
|
|
||||||
/* Reconciliation Mega Panel — 5 columns, teal accent to match the icon palette */
|
/* Reconciliation Mega Panel — 5 columns */
|
||||||
.reconciliation-grid {
|
::ng-deep .reconciliation-grid {
|
||||||
grid-template-columns: repeat(5, minmax(190px, 1fr));
|
grid-template-columns: repeat(5, minmax(170px, 1fr));
|
||||||
min-width: 1040px;
|
min-width: 0;
|
||||||
max-width: 96vw;
|
max-width: 100%;
|
||||||
|
overflow-x: hidden;
|
||||||
|
|
||||||
.deposit-group-title {
|
.deposit-group-title {
|
||||||
color: #0d9488;
|
color: #0d9488;
|
||||||
@@ -780,47 +852,49 @@ $gray-700: #334155;
|
|||||||
|
|
||||||
.gl-mega-menu {
|
.gl-mega-menu {
|
||||||
position: absolute;
|
position: absolute;
|
||||||
top: 100px;
|
top: 96px;
|
||||||
left: 50%;
|
left: 50%;
|
||||||
transform: translateX(-50%);
|
transform: translateX(-50%);
|
||||||
background: #fff;
|
background: #fff;
|
||||||
width: 860px;
|
width: 760px;
|
||||||
max-width: 95vw;
|
max-width: 94vw;
|
||||||
padding: 20px 24px;
|
max-height: 72vh;
|
||||||
box-shadow: 0 6px 24px rgb(0 0 0 / 22%);
|
overflow-y: auto;
|
||||||
border-radius: 0 0 10px 10px;
|
padding: 12px 16px;
|
||||||
|
box-shadow: 0 6px 20px rgb(0 0 0 / 18%);
|
||||||
|
border-radius: 0 0 8px 8px;
|
||||||
z-index: 1000;
|
z-index: 1000;
|
||||||
border-top: 3px solid #0d47a1;
|
border-top: 2.5px solid #0d47a1;
|
||||||
}
|
}
|
||||||
|
|
||||||
.gl-mega-menu-header {
|
.gl-mega-menu-header {
|
||||||
display: flex;
|
display: flex;
|
||||||
align-items: center;
|
align-items: center;
|
||||||
gap: 10px;
|
gap: 8px;
|
||||||
margin-bottom: 14px;
|
margin-bottom: 8px;
|
||||||
padding-bottom: 12px;
|
padding-bottom: 6px;
|
||||||
border-bottom: 1px solid #e5e7eb;
|
border-bottom: 1px solid #e5e7eb;
|
||||||
|
|
||||||
span {
|
span {
|
||||||
font-size: 18px;
|
font-size: 14px;
|
||||||
font-weight: 700;
|
font-weight: 700;
|
||||||
color: #0d47a1;
|
color: #0d47a1;
|
||||||
letter-spacing: 0.02em;
|
letter-spacing: 0.01em;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.gl-mega-menu-header-icon {
|
.gl-mega-menu-header-icon {
|
||||||
font-size: 18px;
|
font-size: 14px;
|
||||||
color: #0d47a1;
|
color: #0d47a1;
|
||||||
}
|
}
|
||||||
|
|
||||||
.gl-search {
|
.gl-search {
|
||||||
width: 100%;
|
width: 100%;
|
||||||
padding: 10px 14px;
|
padding: 6px 10px;
|
||||||
margin-bottom: 16px;
|
margin-bottom: 10px;
|
||||||
border: 1px solid #d0d5dd;
|
border: 1px solid #d0d5dd;
|
||||||
border-radius: 6px;
|
border-radius: 5px;
|
||||||
font-size: 14px;
|
font-size: 12px;
|
||||||
box-sizing: border-box;
|
box-sizing: border-box;
|
||||||
background: #f9fafb;
|
background: #f9fafb;
|
||||||
|
|
||||||
@@ -828,36 +902,37 @@ $gray-700: #334155;
|
|||||||
outline: none;
|
outline: none;
|
||||||
border-color: #0d47a1;
|
border-color: #0d47a1;
|
||||||
background: #fff;
|
background: #fff;
|
||||||
box-shadow: 0 0 0 3px rgb(13 71 161 / 10%);
|
box-shadow: 0 0 0 2px rgb(13 71 161 / 10%);
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.gl-columns {
|
.gl-columns {
|
||||||
display: grid;
|
display: grid;
|
||||||
grid-template-columns: repeat(4, 1fr);
|
grid-template-columns: repeat(4, 1fr);
|
||||||
gap: 24px;
|
gap: 10px 16px;
|
||||||
}
|
}
|
||||||
|
|
||||||
.gl-group-title {
|
.gl-group-title {
|
||||||
font-weight: 700;
|
font-weight: 700;
|
||||||
font-size: 11px;
|
font-size: 10px;
|
||||||
text-transform: uppercase;
|
text-transform: uppercase;
|
||||||
letter-spacing: 0.8px;
|
letter-spacing: 0.6px;
|
||||||
color: #0d47a1;
|
color: #0d47a1;
|
||||||
margin-bottom: 10px;
|
margin-bottom: 5px;
|
||||||
padding-bottom: 6px;
|
padding-bottom: 3px;
|
||||||
border-bottom: 2px solid #0d47a1;
|
border-bottom: 1.5px solid #0d47a1;
|
||||||
}
|
}
|
||||||
|
|
||||||
.gl-link {
|
.gl-link {
|
||||||
display: flex;
|
display: flex;
|
||||||
align-items: center;
|
align-items: center;
|
||||||
padding: 7px 6px;
|
padding: 3.5px 5px;
|
||||||
text-decoration: none;
|
text-decoration: none;
|
||||||
color: #344054;
|
color: #344054;
|
||||||
font-size: 13px;
|
font-size: 11.5px;
|
||||||
|
line-height: 1.3;
|
||||||
cursor: pointer;
|
cursor: pointer;
|
||||||
border-radius: 5px;
|
border-radius: 4px;
|
||||||
transition:
|
transition:
|
||||||
background 0.15s,
|
background 0.15s,
|
||||||
color 0.15s;
|
color 0.15s;
|
||||||
@@ -873,23 +948,21 @@ $gray-700: #334155;
|
|||||||
}
|
}
|
||||||
|
|
||||||
.gl-icon {
|
.gl-icon {
|
||||||
width: 18px;
|
width: 14px;
|
||||||
margin-right: 8px;
|
margin-right: 5px;
|
||||||
color: #667085;
|
color: #667085;
|
||||||
font-size: 13px;
|
font-size: 11px;
|
||||||
|
flex-shrink: 0;
|
||||||
|
|
||||||
.gl-link:hover & {
|
.gl-link:hover & {
|
||||||
color: #0d47a1;
|
color: #0d47a1;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
// Marks a menu link as actually wired to a working screen/dialog (vs a still-unwired
|
|
||||||
// placeholder) — a small green dot at the end of the row, so a reviewer can tell at a glance
|
|
||||||
// which items in a mega-menu are functional without having to click every one of them.
|
|
||||||
.gl-link--live::after {
|
.gl-link--live::after {
|
||||||
content: '';
|
content: '';
|
||||||
width: 6px;
|
width: 5px;
|
||||||
height: 6px;
|
height: 5px;
|
||||||
margin-left: auto;
|
margin-left: auto;
|
||||||
flex-shrink: 0;
|
flex-shrink: 0;
|
||||||
border-radius: 50%;
|
border-radius: 50%;
|
||||||
@@ -899,9 +972,9 @@ $gray-700: #334155;
|
|||||||
|
|
||||||
/* RBI Mega Menu */
|
/* RBI Mega Menu */
|
||||||
.rbi-mega-menu {
|
.rbi-mega-menu {
|
||||||
width: 1100px;
|
width: 880px;
|
||||||
max-width: 97vw;
|
max-width: 94vw;
|
||||||
max-height: 80vh;
|
max-height: 72vh;
|
||||||
overflow-y: auto;
|
overflow-y: auto;
|
||||||
border-top-color: #b71c1c;
|
border-top-color: #b71c1c;
|
||||||
}
|
}
|
||||||
@@ -909,7 +982,7 @@ $gray-700: #334155;
|
|||||||
.rbi-columns {
|
.rbi-columns {
|
||||||
display: grid;
|
display: grid;
|
||||||
grid-template-columns: repeat(4, 1fr);
|
grid-template-columns: repeat(4, 1fr);
|
||||||
gap: 20px;
|
gap: 10px 16px;
|
||||||
}
|
}
|
||||||
|
|
||||||
@keyframes move {
|
@keyframes move {
|
||||||
|
|||||||
@@ -167,7 +167,9 @@ export class ShellComponent implements OnInit, OnDestroy {
|
|||||||
url.includes('/clerk/withdrawal-request') ||
|
url.includes('/clerk/withdrawal-request') ||
|
||||||
url.includes('/clerk/my-disbursement-requests');
|
url.includes('/clerk/my-disbursement-requests');
|
||||||
const isElectionRoute = url.includes('/election');
|
const isElectionRoute = url.includes('/election');
|
||||||
this.hideShellLayout = isCashierOnly || isClerkRoute || isElectionRoute || this.isWithdrawalReviewUrl;
|
const isFdDashboardRoute = url.includes('/fd-dashboard');
|
||||||
|
this.hideShellLayout =
|
||||||
|
isCashierOnly || isClerkRoute || isElectionRoute || isFdDashboardRoute || this.isWithdrawalReviewUrl;
|
||||||
this.cdr.detectChanges();
|
this.cdr.detectChanges();
|
||||||
};
|
};
|
||||||
this.routeSub = this.router.events.pipe(filter((e) => e instanceof NavigationEnd)).subscribe(() => checkLayout());
|
this.routeSub = this.router.events.pipe(filter((e) => e instanceof NavigationEnd)).subscribe(() => checkLayout());
|
||||||
@@ -180,10 +182,7 @@ export class ShellComponent implements OnInit, OnDestroy {
|
|||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/** Toggles the current collapsed state of sidenav according to the emitted event. */
|
||||||
* Toggles the current collapsed state of sidenav according to the emitted event.
|
|
||||||
* @param {boolean} event denotes state of sidenav
|
|
||||||
*/
|
|
||||||
toggleCollapse($event: boolean) {
|
toggleCollapse($event: boolean) {
|
||||||
this.sidenavCollapsed = $event;
|
this.sidenavCollapsed = $event;
|
||||||
this.cdr.detectChanges();
|
this.cdr.detectChanges();
|
||||||
@@ -204,12 +203,15 @@ export class ShellComponent implements OnInit, OnDestroy {
|
|||||||
return /\/checker-inbox-and-tasks\/(share-)?withdrawal-requests\/\d+\/review/.test(this.router.url);
|
return /\/checker-inbox-and-tasks\/(share-)?withdrawal-requests\/\d+\/review/.test(this.router.url);
|
||||||
}
|
}
|
||||||
|
|
||||||
/** ESC key — exit fullscreen at Clerk Dashboard / Election / review screen, restoring full shell header. */
|
/** ESC key — exit fullscreen at Clerk Dashboard / Election / FD Dashboard / review screen, restoring full shell header. */
|
||||||
@HostListener('document:keydown.escape')
|
@HostListener('document:keydown.escape')
|
||||||
onEscapeKey(): void {
|
onEscapeKey(): void {
|
||||||
if (
|
if (
|
||||||
this.hideShellLayout &&
|
this.hideShellLayout &&
|
||||||
(this.router.url.includes('/clerk/') || this.router.url.includes('/election') || this.isWithdrawalReviewUrl)
|
(this.router.url.includes('/clerk/') ||
|
||||||
|
this.router.url.includes('/election') ||
|
||||||
|
this.router.url.includes('/fd-dashboard') ||
|
||||||
|
this.isWithdrawalReviewUrl)
|
||||||
) {
|
) {
|
||||||
this.hideShellLayout = false;
|
this.hideShellLayout = false;
|
||||||
this.cdr.detectChanges();
|
this.cdr.detectChanges();
|
||||||
|
|||||||
@@ -20,7 +20,9 @@
|
|||||||
<div class="t-live"></div>
|
<div class="t-live"></div>
|
||||||
LIVE
|
LIVE
|
||||||
</div>
|
</div>
|
||||||
<div class="t-chip">Branch: <strong>HO</strong></div>
|
<div class="t-chip">
|
||||||
|
Branch: <strong>{{ officeLabel }}</strong>
|
||||||
|
</div>
|
||||||
<div class="t-chip">
|
<div class="t-chip">
|
||||||
Date: <strong>{{ today | date: 'dd MMM yyyy' }}</strong>
|
Date: <strong>{{ today | date: 'dd MMM yyyy' }}</strong>
|
||||||
</div>
|
</div>
|
||||||
@@ -522,7 +524,7 @@
|
|||||||
</mat-menu>
|
</mat-menu>
|
||||||
|
|
||||||
<!-- Application User Help Menu -->
|
<!-- Application User Help Menu -->
|
||||||
<mat-menu #applicationMenu="matMenu" [overlapTrigger]="false">
|
<mat-menu #applicationMenu="matMenu" [overlapTrigger]="false" class="t-user-menu" xPosition="before">
|
||||||
<button mat-menu-item (click)="help()" tabindex="0">
|
<button mat-menu-item (click)="help()" tabindex="0">
|
||||||
<mat-icon matListIcon>
|
<mat-icon matListIcon>
|
||||||
<fa-icon icon="question-circle" size="sm"></fa-icon>
|
<fa-icon icon="question-circle" size="sm"></fa-icon>
|
||||||
|
|||||||
@@ -390,6 +390,103 @@ $icon-hover-border: rgb(255 255 255 / 28%);
|
|||||||
max-height: 80vh;
|
max-height: 80vh;
|
||||||
overflow-y: auto;
|
overflow-y: auto;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
// Compact card per AI module
|
||||||
|
.ai-card.mat-mdc-menu-item {
|
||||||
|
display: flex !important;
|
||||||
|
align-items: flex-start !important;
|
||||||
|
gap: 10px !important;
|
||||||
|
padding: 10px !important;
|
||||||
|
min-height: 52px !important;
|
||||||
|
height: auto !important;
|
||||||
|
border-radius: 9px !important;
|
||||||
|
font-family: inherit !important;
|
||||||
|
line-height: 1.3 !important;
|
||||||
|
white-space: normal !important;
|
||||||
|
overflow: visible !important;
|
||||||
|
transition: background 0.16s ease !important;
|
||||||
|
|
||||||
|
.mat-mdc-menu-item-text,
|
||||||
|
.mdc-list-item__primary-text,
|
||||||
|
.mdc-list-item__content {
|
||||||
|
display: flex !important;
|
||||||
|
align-items: flex-start !important;
|
||||||
|
gap: 10px !important;
|
||||||
|
width: 100% !important;
|
||||||
|
white-space: normal !important;
|
||||||
|
overflow: visible !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ai-card-ic {
|
||||||
|
width: 32px !important;
|
||||||
|
height: 32px !important;
|
||||||
|
min-width: 32px !important;
|
||||||
|
display: inline-flex !important;
|
||||||
|
align-items: center !important;
|
||||||
|
justify-content: center !important;
|
||||||
|
border-radius: 8px !important;
|
||||||
|
font-size: 13px !important;
|
||||||
|
flex-shrink: 0 !important;
|
||||||
|
background: var(--c-bg) !important;
|
||||||
|
color: var(--c-color) !important;
|
||||||
|
margin: 0 !important;
|
||||||
|
opacity: 1 !important;
|
||||||
|
transition:
|
||||||
|
background 0.16s ease,
|
||||||
|
color 0.16s ease,
|
||||||
|
transform 0.16s ease !important;
|
||||||
|
|
||||||
|
fa-icon {
|
||||||
|
font-size: 13px !important;
|
||||||
|
width: auto !important;
|
||||||
|
min-width: auto !important;
|
||||||
|
margin: 0 !important;
|
||||||
|
color: inherit !important;
|
||||||
|
opacity: 1 !important;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.ai-card-body {
|
||||||
|
display: flex !important;
|
||||||
|
flex-direction: column !important;
|
||||||
|
flex: 1 !important;
|
||||||
|
min-width: 0 !important;
|
||||||
|
text-align: left !important;
|
||||||
|
white-space: normal !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ai-card-t {
|
||||||
|
font-size: 12.5px !important;
|
||||||
|
font-weight: 600 !important;
|
||||||
|
color: #0f172a !important;
|
||||||
|
line-height: 1.25 !important;
|
||||||
|
white-space: normal !important;
|
||||||
|
display: block !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ai-card-d {
|
||||||
|
font-size: 10.5px !important;
|
||||||
|
color: #64748b !important;
|
||||||
|
margin-top: 3px !important;
|
||||||
|
line-height: 1.35 !important;
|
||||||
|
white-space: normal !important;
|
||||||
|
display: block !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: var(--c-bg) !important;
|
||||||
|
|
||||||
|
.ai-card-ic {
|
||||||
|
background: var(--c-hover) !important;
|
||||||
|
color: #fff !important;
|
||||||
|
transform: scale(1.06) !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ai-card-t {
|
||||||
|
color: var(--c-color) !important;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.ai-menu-header {
|
.ai-menu-header {
|
||||||
@@ -488,70 +585,101 @@ $icon-hover-border: rgb(255 255 255 / 28%);
|
|||||||
font-size: 11px;
|
font-size: 11px;
|
||||||
}
|
}
|
||||||
|
|
||||||
// Compact card per AI module
|
// ===== User Account Dropdown Menu =====
|
||||||
.ai-card.mat-mdc-menu-item {
|
::ng-deep .t-user-menu.mat-mdc-menu-panel {
|
||||||
display: flex !important;
|
min-width: 190px !important;
|
||||||
align-items: flex-start;
|
border-radius: 10px !important;
|
||||||
gap: 10px;
|
box-shadow:
|
||||||
padding: 9px 10px;
|
0 10px 25px rgb(15 23 42 / 12%),
|
||||||
min-height: 0;
|
0 2px 6px rgb(15 23 42 / 6%) !important;
|
||||||
height: auto;
|
border: 1px solid #e2e8f0 !important;
|
||||||
border-radius: 9px;
|
padding: 6px 0 !important;
|
||||||
font-family: inherit;
|
background: #fff !important;
|
||||||
line-height: 1.3;
|
|
||||||
white-space: normal;
|
|
||||||
transition: background 0.16s ease;
|
|
||||||
|
|
||||||
.ai-card-ic {
|
.mat-mdc-menu-content {
|
||||||
width: 32px;
|
padding: 4px 0 !important;
|
||||||
height: 32px;
|
}
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
.mat-mdc-menu-item {
|
||||||
justify-content: center;
|
height: 38px !important;
|
||||||
border-radius: 8px;
|
min-height: 38px !important;
|
||||||
font-size: 13px;
|
line-height: 38px !important;
|
||||||
flex-shrink: 0;
|
padding: 0 14px !important;
|
||||||
background: var(--c-bg);
|
display: flex !important;
|
||||||
color: var(--c-color);
|
align-items: center !important;
|
||||||
|
font-size: 13px !important;
|
||||||
|
font-weight: 500 !important;
|
||||||
|
color: #334155 !important;
|
||||||
transition:
|
transition:
|
||||||
background 0.16s ease,
|
background-color 0.15s ease,
|
||||||
color 0.16s ease,
|
color 0.15s ease !important;
|
||||||
transform 0.16s ease;
|
|
||||||
}
|
|
||||||
|
|
||||||
.ai-card-body {
|
.mat-mdc-menu-item-text {
|
||||||
display: flex;
|
display: inline-flex !important;
|
||||||
flex-direction: column;
|
align-items: center !important;
|
||||||
flex: 1;
|
width: 100% !important;
|
||||||
min-width: 0;
|
font-size: 13px !important;
|
||||||
text-align: left;
|
color: inherit !important;
|
||||||
}
|
font-weight: 500 !important;
|
||||||
|
|
||||||
.ai-card-t {
|
|
||||||
font-size: 12.5px;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #0f172a;
|
|
||||||
line-height: 1.25;
|
|
||||||
}
|
|
||||||
|
|
||||||
.ai-card-d {
|
|
||||||
font-size: 10.5px;
|
|
||||||
color: #64748b;
|
|
||||||
margin-top: 2px;
|
|
||||||
line-height: 1.35;
|
|
||||||
}
|
|
||||||
|
|
||||||
&:hover {
|
|
||||||
background: var(--c-bg);
|
|
||||||
|
|
||||||
.ai-card-ic {
|
|
||||||
background: var(--c-hover);
|
|
||||||
color: #fff;
|
|
||||||
transform: scale(1.06);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.ai-card-t {
|
mat-icon {
|
||||||
color: var(--c-color);
|
margin-right: 10px !important;
|
||||||
|
width: 18px !important;
|
||||||
|
height: 18px !important;
|
||||||
|
min-width: 18px !important;
|
||||||
|
display: inline-flex !important;
|
||||||
|
align-items: center !important;
|
||||||
|
justify-content: center !important;
|
||||||
|
color: #64748b !important;
|
||||||
|
font-size: 14px !important;
|
||||||
|
flex-shrink: 0 !important;
|
||||||
|
|
||||||
|
fa-icon {
|
||||||
|
font-size: 14px !important;
|
||||||
|
width: 14px !important;
|
||||||
|
min-width: 14px !important;
|
||||||
|
text-align: center !important;
|
||||||
|
margin-right: 0 !important;
|
||||||
|
color: inherit !important;
|
||||||
|
opacity: 1 !important;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
span {
|
||||||
|
font-size: 13px !important;
|
||||||
|
color: inherit !important;
|
||||||
|
font-weight: 500 !important;
|
||||||
|
white-space: nowrap !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background-color: #f1f5f9 !important;
|
||||||
|
color: #0d47a1 !important;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
color: #0d47a1 !important;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
&#logout {
|
||||||
|
color: #dc2626 !important;
|
||||||
|
border-top: 1px solid #f1f5f9 !important;
|
||||||
|
margin-top: 4px !important;
|
||||||
|
padding-top: 2px !important;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
color: #dc2626 !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background-color: #fef2f2 !important;
|
||||||
|
color: #b91c1c !important;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
color: #b91c1c !important;
|
||||||
|
}
|
||||||
|
}
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -49,6 +49,7 @@ import { MatIcon } from '@angular/material/icon';
|
|||||||
import { NotificationsTrayComponent as NotificationsTrayComponent_1 } from '../../../shared/notifications-tray/notifications-tray.component';
|
import { NotificationsTrayComponent as NotificationsTrayComponent_1 } from '../../../shared/notifications-tray/notifications-tray.component';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
import { DocumentationLinksService } from 'app/shared/services/documentation-links.service';
|
import { DocumentationLinksService } from 'app/shared/services/documentation-links.service';
|
||||||
|
import { businessToday } from 'app/core/utils/business-today';
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Toolbar component.
|
* Toolbar component.
|
||||||
@@ -92,6 +93,14 @@ export class ToolbarComponent implements OnInit, AfterViewInit, AfterContentChec
|
|||||||
@ViewChild('templateAppMenu') templateAppMenu: TemplateRef<any>;
|
@ViewChild('templateAppMenu') templateAppMenu: TemplateRef<any>;
|
||||||
@ViewChild('notificationsTray') notificationsTray: NotificationsTrayComponent;
|
@ViewChild('notificationsTray') notificationsTray: NotificationsTrayComponent;
|
||||||
|
|
||||||
|
/** The signed-in user's office — this chip read "HO" for every login, branch staff included. */
|
||||||
|
get officeLabel(): string {
|
||||||
|
if (this.authenticationService.isHeadOfficeUser()) {
|
||||||
|
return 'HO';
|
||||||
|
}
|
||||||
|
return this.authenticationService.getCredentials()?.officeName || '—';
|
||||||
|
}
|
||||||
|
|
||||||
/** Subscription to breakpoint observer for handset. */
|
/** Subscription to breakpoint observer for handset. */
|
||||||
isHandset$: Observable<boolean> = this.breakpointObserver
|
isHandset$: Observable<boolean> = this.breakpointObserver
|
||||||
.observe(Breakpoints.Handset)
|
.observe(Breakpoints.Handset)
|
||||||
@@ -100,8 +109,10 @@ export class ToolbarComponent implements OnInit, AfterViewInit, AfterContentChec
|
|||||||
/** Sets the initial state of sidenav as collapsed. Not collapsed if false. */
|
/** Sets the initial state of sidenav as collapsed. Not collapsed if false. */
|
||||||
sidenavCollapsed = true;
|
sidenavCollapsed = true;
|
||||||
|
|
||||||
/** Current date for top bar display */
|
/** The bank's "today" for the top bar — the business date when enabled, else the server date. */
|
||||||
today = new Date();
|
get today(): Date {
|
||||||
|
return businessToday();
|
||||||
|
}
|
||||||
|
|
||||||
/** Last login time display */
|
/** Last login time display */
|
||||||
lastLoginTime = this.formatLastLogin();
|
lastLoginTime = this.formatLastLogin();
|
||||||
|
|||||||
@@ -0,0 +1,30 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The bank's "today": the business date while `enable-business-date` is on, the server's own date
|
||||||
|
* while it is off. The server decides which (GET /branchday/today); the web app stores the answer
|
||||||
|
* in `mifosXServerDate` at login and whenever the business date changes. Before that has happened
|
||||||
|
* the browser clock is the only date there is, so it is the fallback.
|
||||||
|
*/
|
||||||
|
export function businessToday(): Date {
|
||||||
|
const stored = localStorage.getItem('mifosXServerDate');
|
||||||
|
const match = stored ? /^(\d{4})-(\d{2})-(\d{2})$/.exec(stored) : null;
|
||||||
|
if (!match) {
|
||||||
|
return new Date();
|
||||||
|
}
|
||||||
|
// Built from parts so it is local midnight — new Date('yyyy-MM-dd') would be UTC midnight and
|
||||||
|
// land on the previous day in any timezone behind UTC.
|
||||||
|
return new Date(Number(match[1]), Number(match[2]) - 1, Number(match[3]));
|
||||||
|
}
|
||||||
|
|
||||||
|
/** {@link businessToday} as yyyy-MM-dd. */
|
||||||
|
export function businessTodayIso(): string {
|
||||||
|
const d = businessToday();
|
||||||
|
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
|
}
|
||||||
@@ -8,7 +8,10 @@
|
|||||||
|
|
||||||
<div class="cur-view">
|
<div class="cur-view">
|
||||||
<!-- ─── Dormancy risk alert (only when subStatus has left Active) ──── -->
|
<!-- ─── Dormancy risk alert (only when subStatus has left Active) ──── -->
|
||||||
<mifosx-dormancy-alert-panel [accountData]="currentAccountData"></mifosx-dormancy-alert-panel>
|
<!-- Shown only when the account's product has Dormancy Alert = Yes -->
|
||||||
|
@if (currentAccountData?.dormancyAlert) {
|
||||||
|
<mifosx-dormancy-alert-panel [accountData]="currentAccountData"></mifosx-dormancy-alert-panel>
|
||||||
|
}
|
||||||
|
|
||||||
<!-- ─── Gradient hero header ─────────────────────────────────────── -->
|
<!-- ─── Gradient hero header ─────────────────────────────────────── -->
|
||||||
<header class="cur-hero">
|
<header class="cur-hero">
|
||||||
|
|||||||
+71
-153
@@ -59,16 +59,7 @@
|
|||||||
<span class="nx-mono">[{{ currentAccountData.currency.code }}]</span>
|
<span class="nx-mono">[{{ currentAccountData.currency.code }}]</span>
|
||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
<div class="nx-row">
|
<!-- A current account earns no interest, so no interest rate is shown here; OD interest is under Overdraft. -->
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Nominal Interest Rate' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
|
||||||
@if (currentAccountData.nominalAnnualInterestRate) {
|
|
||||||
{{ currentAccountData.nominalAnnualInterestRate | formatNumber }} %
|
|
||||||
} @else {
|
|
||||||
0 %
|
|
||||||
}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
} @else {
|
||||||
<div class="nx-row">
|
<div class="nx-row">
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Field Officer' | translate }}</span>
|
<span class="nx-row__label">{{ 'labels.inputs.Field Officer' | translate }}</span>
|
||||||
@@ -102,17 +93,17 @@
|
|||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
@if (currentAccountData.summary.totalInterestEarned >= 0) {
|
@if (currentAccountData.summary.totalWithdrawals) {
|
||||||
<div class="nx-row">
|
<div class="nx-row">
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Total Interest Earned' | translate }}</span>
|
<span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span>
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
<span class="nx-row__value nx-row__value--amount nx-row__value--negative">
|
||||||
{{
|
{{
|
||||||
currentAccountData.summary.totalInterestEarned | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||||
}}
|
}}
|
||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
@if (!currentAccountData.summary.totalDeposits && !(currentAccountData.summary.totalInterestEarned >= 0)) {
|
@if (!currentAccountData.summary.totalDeposits && !currentAccountData.summary.totalWithdrawals) {
|
||||||
<div class="nx-empty">
|
<div class="nx-empty">
|
||||||
<fa-icon icon="inbox" class="nx-empty__ico"></fa-icon>
|
<fa-icon icon="inbox" class="nx-empty__ico"></fa-icon>
|
||||||
<span>No activity yet.</span>
|
<span>No activity yet.</span>
|
||||||
@@ -132,16 +123,7 @@
|
|||||||
<h3 class="nx-card__title">{{ 'labels.heading.Account Summary' | translate }}</h3>
|
<h3 class="nx-card__title">{{ 'labels.heading.Account Summary' | translate }}</h3>
|
||||||
</header>
|
</header>
|
||||||
<div class="nx-card__body">
|
<div class="nx-card__body">
|
||||||
@if (currentAccountData.summary.totalWithdrawals) {
|
<!-- A current account earns no interest: no interest earned/posted rows. OD interest has its own card. -->
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount nx-row__value--negative">
|
|
||||||
{{
|
|
||||||
currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.summary.totalWithdrawalFees) {
|
@if (currentAccountData.summary.totalWithdrawalFees) {
|
||||||
<div class="nx-row">
|
<div class="nx-row">
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Withdrawals Fees' | translate }}</span>
|
<span class="nx-row__label">{{ 'labels.inputs.Withdrawals Fees' | translate }}</span>
|
||||||
@@ -160,89 +142,6 @@
|
|||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
@if (currentAccountData.summary.totalInterestEarned >= 0) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Earned' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
|
||||||
{{
|
|
||||||
currentAccountData.summary.totalInterestEarned | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.summary.totalInterestPosted) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Posted' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
|
||||||
{{
|
|
||||||
currentAccountData.summary.totalInterestPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.summary.interestNotPosted >= 0) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Earned Not Posted' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
|
||||||
{{
|
|
||||||
currentAccountData.summary.interestNotPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.summary.totalOverdraftInterestDerived) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Interest On Overdraft' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
|
||||||
{{
|
|
||||||
currentAccountData.summary.totalOverdraftInterestDerived
|
|
||||||
| currency: currency.code : 'symbol-narrow' : '1.2-2'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.summary.interestNotPosted < 0) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Overdraft Interest Not Posted' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
|
||||||
{{
|
|
||||||
currentAccountData.summary.interestNotPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.nominalAnnualInterestRate) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Nominal Interest Rate' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
|
||||||
{{ currentAccountData.nominalAnnualInterestRate | formatNumber }} %
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Compounding Period' | translate }}</span>
|
|
||||||
<span class="nx-row__value">
|
|
||||||
{{ currentAccountData.interestCompoundingPeriodType.value | translateKey: 'catalogs' }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Posting Period' | translate }}</span>
|
|
||||||
<span class="nx-row__value">
|
|
||||||
{{ currentAccountData.interestPostingPeriodType.value | translateKey: 'catalogs' }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Calculated Using' | translate }}</span>
|
|
||||||
<span class="nx-row__value">
|
|
||||||
{{ currentAccountData.interestCalculationType.value | translateKey: 'catalogs' }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
|
|
||||||
<span class="nx-row__value">
|
|
||||||
{{ currentAccountData.interestCalculationDaysInYearType.value | translateKey: 'catalogs' }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
@if (currentAccountData.withdrawalFee) {
|
@if (currentAccountData.withdrawalFee) {
|
||||||
<div class="nx-row">
|
<div class="nx-row">
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Withdrawal Fee' | translate }}</span>
|
<span class="nx-row__label">{{ 'labels.inputs.Withdrawal Fee' | translate }}</span>
|
||||||
@@ -289,37 +188,6 @@
|
|||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
@if (currentAccountData.allowOverdraft) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Overdraft Limit' | translate }}</span>
|
|
||||||
<span class="nx-row__value nx-row__value--amount">
|
|
||||||
{{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.allowOverdraft) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">
|
|
||||||
{{ 'labels.inputs.Minimum Overdraft Required for Interest Calculation' | translate }}
|
|
||||||
</span>
|
|
||||||
<span class="nx-row__value">
|
|
||||||
{{
|
|
||||||
currentAccountData.minOverdraftForInterestCalculation
|
|
||||||
| currency: currency.code : 'symbol-narrow' : '1.2-2'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.minBalanceForInterestCalculation) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">
|
|
||||||
{{ 'labels.inputs.Min Balance Required for Interest Calculation' | translate }}
|
|
||||||
</span>
|
|
||||||
<span class="nx-row__value">
|
|
||||||
{{ currentAccountData.minBalanceForInterestCalculation | formatNumber }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.minRequiredBalance) {
|
@if (currentAccountData.minRequiredBalance) {
|
||||||
<div class="nx-row">
|
<div class="nx-row">
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Minimum Required Balance' | translate }}</span>
|
<span class="nx-row__label">{{ 'labels.inputs.Minimum Required Balance' | translate }}</span>
|
||||||
@@ -332,14 +200,6 @@
|
|||||||
<span class="nx-row__value">{{ currentAccountData.enforceMinRequiredBalance | yesNo }}</span>
|
<span class="nx-row__value">{{ currentAccountData.enforceMinRequiredBalance | yesNo }}</span>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
@if (currentAccountData.summary.lastInterestCalculationDate) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Recalculation Date' | translate }}</span>
|
|
||||||
<span class="nx-row__value">
|
|
||||||
{{ currentAccountData.summary.lastInterestCalculationDate | dateFormat }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (currentAccountData.onHoldFunds) {
|
@if (currentAccountData.onHoldFunds) {
|
||||||
<div class="nx-row">
|
<div class="nx-row">
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.On Hold Funds' | translate }}</span>
|
<span class="nx-row__label">{{ 'labels.inputs.On Hold Funds' | translate }}</span>
|
||||||
@@ -350,14 +210,72 @@
|
|||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
@if (currentAccountData.withHoldTax) {
|
|
||||||
<div class="nx-row">
|
|
||||||
<span class="nx-row__label">{{ 'labels.inputs.Withhold Tax Group' | translate }}</span>
|
|
||||||
<span class="nx-row__value">{{ currentAccountData.taxGroup.name }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
</section>
|
</section>
|
||||||
|
|
||||||
|
<!-- Overdraft: the only interest on a current account is what the customer pays on an OD. -->
|
||||||
|
@if (currentAccountData.allowOverdraft) {
|
||||||
|
<section class="nx-card">
|
||||||
|
<header class="nx-card__head">
|
||||||
|
<fa-icon icon="hand-holding-usd" class="nx-card__ico"></fa-icon>
|
||||||
|
<h3 class="nx-card__title">Overdraft (OD)</h3>
|
||||||
|
</header>
|
||||||
|
<div class="nx-card__body">
|
||||||
|
<div class="nx-row">
|
||||||
|
<span class="nx-row__label">Maximum OD Limit (per product)</span>
|
||||||
|
<span class="nx-row__value nx-row__value--amount">
|
||||||
|
{{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
@if (currentAccountData.nominalAnnualInterestRateOverdraft) {
|
||||||
|
<div class="nx-row">
|
||||||
|
<span class="nx-row__label">OD Interest Rate</span>
|
||||||
|
<span class="nx-row__value">
|
||||||
|
{{ currentAccountData.nominalAnnualInterestRateOverdraft | formatNumber }} % p.a.
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (currentAccountData.minOverdraftForInterestCalculation) {
|
||||||
|
<div class="nx-row">
|
||||||
|
<span class="nx-row__label">Minimum OD for Interest</span>
|
||||||
|
<span class="nx-row__value">
|
||||||
|
{{
|
||||||
|
currentAccountData.minOverdraftForInterestCalculation
|
||||||
|
| currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||||
|
}}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
<div class="nx-row">
|
||||||
|
<span class="nx-row__label">OD Interest Posting</span>
|
||||||
|
<span class="nx-row__value">
|
||||||
|
{{ currentAccountData.interestPostingPeriodType?.value | translateKey: 'catalogs' }}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
<div class="nx-row">
|
||||||
|
<span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
|
||||||
|
<span class="nx-row__value">
|
||||||
|
{{ currentAccountData.interestCalculationDaysInYearType?.value | translateKey: 'catalogs' }}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
@if (currentAccountData.validForPeriod) {
|
||||||
|
<div class="nx-row">
|
||||||
|
<span class="nx-row__label">Sanction Validity</span>
|
||||||
|
<span class="nx-row__value">{{ currentAccountData.validForPeriod }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
<div class="nx-row">
|
||||||
|
<span class="nx-row__label">OD Interest Charged</span>
|
||||||
|
<span class="nx-row__value nx-row__value--amount">
|
||||||
|
{{
|
||||||
|
currentAccountData.summary.totalOverdraftInterestDerived || 0
|
||||||
|
| currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||||
|
}}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</section>
|
||||||
|
}
|
||||||
} @else {
|
} @else {
|
||||||
<section class="nx-card">
|
<section class="nx-card">
|
||||||
<header class="nx-card__head">
|
<header class="nx-card__head">
|
||||||
|
|||||||
+21
-2
@@ -54,8 +54,8 @@
|
|||||||
<mat-icon>account_balance</mat-icon>
|
<mat-icon>account_balance</mat-icon>
|
||||||
</div>
|
</div>
|
||||||
<div class="bank-name-block">
|
<div class="bank-name-block">
|
||||||
<div class="bank-title">LincPay Co-operative Bank Ltd.</div>
|
<div class="bank-title">{{ bankName }}</div>
|
||||||
<div class="bank-subtitle">Current Account Statement</div>
|
<div class="bank-subtitle">{{ bankSubtitle }}</div>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
<div class="statement-label">
|
<div class="statement-label">
|
||||||
@@ -64,6 +64,25 @@
|
|||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
|
<!-- Branch line — IFSC/MICR are how a UCB customer identifies which branch issued this, and are
|
||||||
|
needed for NEFT/RTGS/cheque printing, so a real passbook always carries them. -->
|
||||||
|
@if (branchName || ifscCode || micrCode) {
|
||||||
|
<div class="branch-line">
|
||||||
|
@if (branchName) {
|
||||||
|
<span>{{ branchName }} Branch</span>
|
||||||
|
}
|
||||||
|
@if (branchAddress) {
|
||||||
|
<span>{{ branchAddress }}</span>
|
||||||
|
}
|
||||||
|
@if (ifscCode) {
|
||||||
|
<span>IFSC: {{ ifscCode }}</span>
|
||||||
|
}
|
||||||
|
@if (micrCode) {
|
||||||
|
<span>MICR: {{ micrCode }}</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
<!-- Account Details -->
|
<!-- Account Details -->
|
||||||
<div class="account-details-band">
|
<div class="account-details-band">
|
||||||
<div class="account-details-grid">
|
<div class="account-details-grid">
|
||||||
|
|||||||
+12
@@ -127,6 +127,18 @@ $header-text: #fff;
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
|
// ─── Branch Identification Line ──────────────────────────────────────────────
|
||||||
|
.branch-line {
|
||||||
|
background: #e8edf5;
|
||||||
|
border-bottom: 1px solid $border-color;
|
||||||
|
padding: 6px 24px;
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 4px 18px;
|
||||||
|
font-size: 11px;
|
||||||
|
color: #4a5a7a;
|
||||||
|
}
|
||||||
|
|
||||||
// ─── Account Details Band ────────────────────────────────────────────────────
|
// ─── Account Details Band ────────────────────────────────────────────────────
|
||||||
.account-details-band {
|
.account-details-band {
|
||||||
background: #f0f3f9;
|
background: #f0f3f9;
|
||||||
|
|||||||
+53
-1
@@ -11,11 +11,12 @@ import { Component, OnInit, OnDestroy, inject, ElementRef, ViewChild } from '@an
|
|||||||
import { ActivatedRoute } from '@angular/router';
|
import { ActivatedRoute } from '@angular/router';
|
||||||
import { UntypedFormBuilder } from '@angular/forms';
|
import { UntypedFormBuilder } from '@angular/forms';
|
||||||
import { CurrencyPipe } from '@angular/common';
|
import { CurrencyPipe } from '@angular/common';
|
||||||
import { Subject, takeUntil } from 'rxjs';
|
import { Subject, takeUntil, catchError, forkJoin, of } from 'rxjs';
|
||||||
|
|
||||||
/** Custom Services */
|
/** Custom Services */
|
||||||
import { SettingsService } from 'app/settings/settings.service';
|
import { SettingsService } from 'app/settings/settings.service';
|
||||||
import { Dates } from 'app/core/utils/dates';
|
import { Dates } from 'app/core/utils/dates';
|
||||||
|
import { OrganizationService } from '../../../organization/organization.service';
|
||||||
import { Currency } from 'app/shared/models/general.model';
|
import { Currency } from 'app/shared/models/general.model';
|
||||||
import {
|
import {
|
||||||
CurrentAccountTransaction,
|
CurrentAccountTransaction,
|
||||||
@@ -44,6 +45,7 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
|
|||||||
private formBuilder = inject(UntypedFormBuilder);
|
private formBuilder = inject(UntypedFormBuilder);
|
||||||
private settingsService = inject(SettingsService);
|
private settingsService = inject(SettingsService);
|
||||||
private dateUtils = inject(Dates);
|
private dateUtils = inject(Dates);
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
|
||||||
private destroy$ = new Subject<void>();
|
private destroy$ = new Subject<void>();
|
||||||
|
|
||||||
@@ -60,6 +62,17 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
|
|||||||
availableBalance: number = 0;
|
availableBalance: number = 0;
|
||||||
activatedOnDate: any = null;
|
activatedOnDate: any = null;
|
||||||
|
|
||||||
|
/** Bank/branch letterhead — real values from Institution Profile + Branch Profile (Organization
|
||||||
|
* module) rather than a hardcoded name, so a printed passbook actually identifies which bank and
|
||||||
|
* branch issued it, the way a real UCB's core banking system does. Falls back to a generic label
|
||||||
|
* if the profile was never filled in, rather than showing a fabricated bank name. */
|
||||||
|
bankName = 'Bank';
|
||||||
|
bankSubtitle = 'Current Account Statement';
|
||||||
|
branchName = '';
|
||||||
|
branchAddress = '';
|
||||||
|
ifscCode = '';
|
||||||
|
micrCode = '';
|
||||||
|
|
||||||
/** Transactions */
|
/** Transactions */
|
||||||
allTransactions: CurrentAccountTransaction[] = [];
|
allTransactions: CurrentAccountTransaction[] = [];
|
||||||
filteredTransactions: CurrentAccountTransaction[] = [];
|
filteredTransactions: CurrentAccountTransaction[] = [];
|
||||||
@@ -92,6 +105,33 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
|
|||||||
fromDate: [''],
|
fromDate: [''],
|
||||||
toDate: ['']
|
toDate: ['']
|
||||||
});
|
});
|
||||||
|
|
||||||
|
this.loadLetterhead();
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Institution Profile is the bank's own single record; Branch Profile is per-office. There is no
|
||||||
|
* office id on the current account data reaching this tab, and this deployment runs a single
|
||||||
|
* branch, so the first branch profile on record is the correct one here — a genuinely
|
||||||
|
* multi-branch deployment would need the account's own office id threaded through instead. */
|
||||||
|
private loadLetterhead(): void {
|
||||||
|
forkJoin({
|
||||||
|
institution: this.organizationService.getInstitutionProfile().pipe(catchError(() => of(null))),
|
||||||
|
branches: this.organizationService.getBranchProfiles().pipe(catchError(() => of([])))
|
||||||
|
}).subscribe(({ institution, branches }: any) => {
|
||||||
|
if (institution) {
|
||||||
|
this.bankName = institution.passbookHeaderName || institution.bankName || institution.legalName || 'Bank';
|
||||||
|
this.bankSubtitle = institution.licenseNumber
|
||||||
|
? `Lic. No. ${institution.licenseNumber}`
|
||||||
|
: 'Current Account Statement';
|
||||||
|
}
|
||||||
|
const branch = Array.isArray(branches) ? branches[0] : null;
|
||||||
|
if (branch) {
|
||||||
|
this.branchName = branch.officeName || '';
|
||||||
|
this.branchAddress = branch.address || '';
|
||||||
|
this.ifscCode = branch.ifscCode || '';
|
||||||
|
this.micrCode = branch.micrCode || '';
|
||||||
|
}
|
||||||
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
private computeRunningBalances(transactions: CurrentAccountTransaction[]): CurrentAccountTransaction[] {
|
private computeRunningBalances(transactions: CurrentAccountTransaction[]): CurrentAccountTransaction[] {
|
||||||
@@ -279,6 +319,18 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
|
|||||||
margin-top: 3px;
|
margin-top: 3px;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/* Branch identification line */
|
||||||
|
.branch-line {
|
||||||
|
background: #e8edf5;
|
||||||
|
border-bottom: 1px solid #d0d7e3;
|
||||||
|
padding: 5px 20px;
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 4px 16px;
|
||||||
|
font-size: 9.5px;
|
||||||
|
color: #4a5a7a;
|
||||||
|
}
|
||||||
|
|
||||||
/* Account details band */
|
/* Account details band */
|
||||||
.account-details-band {
|
.account-details-band {
|
||||||
background: #f0f3f9;
|
background: #f0f3f9;
|
||||||
|
|||||||
+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
+56
@@ -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/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<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%);
|
||||||
|
}
|
||||||
|
}
|
||||||
+115
@@ -0,0 +1,115 @@
|
|||||||
|
/**
|
||||||
|
* 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; /* stylelint-disable-line unit-allowed-list */
|
||||||
|
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'
|
||||||
|
]);
|
||||||
|
}
|
||||||
|
}
|
||||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user