Compare commits
17
Commits
dev
..
feature/dds
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57a61b3057 |
-302
@@ -1,302 +0,0 @@
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kind: pipeline
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type: docker
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name: auto-deploy
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||||||
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trigger:
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branch:
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- dev
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event:
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- push
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steps:
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||||||
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# ============================================================
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# DOCKER BUILD & PUSH
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#
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# Angular build (npm ci + ng build) Dockerfile ke andar
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# multi-stage me hota hai, isliye alag build step nahi chahiye.
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# ============================================================
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- name: docker-build-push
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image: docker
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volumes:
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- name: dockersock
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path: /var/run/docker.sock
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commands:
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- |
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set -e
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# --------------------------------------------------------
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# Repository name comes from Drone
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# --------------------------------------------------------
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REPO="$${DRONE_REPO_NAME}"
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REPO="$$(echo "$$REPO" | tr '[:upper:]' '[:lower:]')"
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IMAGE="harbor.lincpay:8082/lincpay/$$REPO:$${DRONE_BUILD_NUMBER}"
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echo "=========================================="
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echo "DOCKER BUILD & PUSH"
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echo "=========================================="
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echo "Repository : $$REPO"
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echo "Build : $${DRONE_BUILD_NUMBER}"
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echo "Image : $$IMAGE"
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echo "=========================================="
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# --------------------------------------------------------
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# Harbor login
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# --------------------------------------------------------
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echo 'QVgW5QbqlKKtBU2dYApTY28Dd6J36GK3' | \
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docker login harbor.lincpay:8082 \
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-u 'robot$lincpay+drone' \
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--password-stdin
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# --------------------------------------------------------
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# Build
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||||||
# --------------------------------------------------------
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echo "Building Docker image..."
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docker build \
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-t "$$IMAGE" \
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.
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# --------------------------------------------------------
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# Push
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||||||
# --------------------------------------------------------
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echo "Pushing Docker image..."
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docker push "$$IMAGE"
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echo "Docker image pushed successfully."
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# ============================================================
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# DEPLOY
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||||||
# ============================================================
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- name: deploy
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image: docker
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volumes:
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|
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- name: dockersock
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path: /var/run/docker.sock
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|
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- name: envfiles
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path: /platform-env
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commands:
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- |
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set -e
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# ========================================================
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# REPOSITORY / SERVICE / IMAGE
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||||||
# ========================================================
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REPO="$${DRONE_REPO_NAME}"
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REPO="$$(echo "$$REPO" | tr '[:upper:]' '[:lower:]')"
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SERVICE_NAME="$${REPO}_app"
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IMAGE="harbor.lincpay:8082/lincpay/$$REPO:$${DRONE_BUILD_NUMBER}"
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echo "=========================================="
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echo "DEPLOYMENT"
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echo "=========================================="
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echo "Repository : $$REPO"
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echo "Service : $$SERVICE_NAME"
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echo "Image : $$IMAGE"
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echo "Placement : node.labels.environment == dev2"
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echo "=========================================="
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# ========================================================
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# VALIDATION
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# ========================================================
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if [ -z "$$REPO" ]; then
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echo "ERROR: DRONE_REPO_NAME is empty."
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exit 1
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fi
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if [ -z "$$SERVICE_NAME" ]; then
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echo "ERROR: Service name is empty."
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exit 1
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|
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fi
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||||||
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if [ -z "$$IMAGE" ]; then
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echo "ERROR: Docker image is empty."
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exit 1
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||||||
fi
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||||||
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||||||
echo "Repository verified : $$REPO"
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||||||
echo "Service verified : $$SERVICE_NAME"
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echo "Image verified : $$IMAGE"
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||||||
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||||||
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|
||||||
# ========================================================
|
|
||||||
# HARBOR LOGIN
|
|
||||||
#
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||||||
# Zaroori hai taaki --with-registry-auth worker node (dev2) ko
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||||||
# valid Harbor credentials propagate kare — warna cross-node pull
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||||||
# "No such image" / "no basic auth credentials" se fail hota hai.
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|
||||||
# ========================================================
|
|
||||||
|
|
||||||
echo 'QVgW5QbqlKKtBU2dYApTY28Dd6J36GK3' | \
|
|
||||||
docker login harbor.lincpay:8082 \
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|
||||||
-u 'robot$lincpay+drone' \
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|
||||||
--password-stdin
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|
||||||
|
|
||||||
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|
||||||
# ========================================================
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|
||||||
# EXISTING SERVICE
|
|
||||||
# ========================================================
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||||||
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||||||
if docker service ls --format '{{.Name}}' | grep -Fxq "$$SERVICE_NAME"; then
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|
||||||
|
|
||||||
echo ""
|
|
||||||
echo "=========================================="
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|
||||||
echo "EXISTING SERVICE"
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|
||||||
echo "=========================================="
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|
||||||
echo "Service: $$SERVICE_NAME"
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||||||
|
|
||||||
|
|
||||||
# ------------------------------------------------------
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|
||||||
# Check whether dev constraint already exists
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|
||||||
# ------------------------------------------------------
|
|
||||||
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||||||
CONSTRAINT_EXISTS=$$(docker service inspect "$$SERVICE_NAME" \
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|
||||||
--format '{{range .Spec.TaskTemplate.Placement.Constraints}}{{println .}}{{end}}' \
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|
||||||
| grep -Fx 'node.labels.environment == dev2' || true)
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||||||
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||||||
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||||||
# ------------------------------------------------------
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||||||
# Add constraint if missing
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|
||||||
# ------------------------------------------------------
|
|
||||||
|
|
||||||
if [ -z "$$CONSTRAINT_EXISTS" ]; then
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||||||
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|
||||||
echo "Constraint missing."
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|
||||||
echo "Adding: node.labels.environment == dev2"
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|
||||||
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|
||||||
docker service update \
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||||||
--constraint-add 'node.labels.environment == dev2' \
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|
||||||
"$$SERVICE_NAME"
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|
||||||
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|
||||||
else
|
|
||||||
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|
||||||
echo "Constraint already exists."
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|
||||||
|
|
||||||
fi
|
|
||||||
|
|
||||||
|
|
||||||
# ------------------------------------------------------
|
|
||||||
# Update image
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|
||||||
# ------------------------------------------------------
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|
||||||
|
|
||||||
echo "Updating service image..."
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|
||||||
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|
||||||
docker service update \
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|
||||||
--image "$$IMAGE" \
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|
||||||
--replicas 1 \
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|
||||||
--with-registry-auth \
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|
||||||
"$$SERVICE_NAME"
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|
||||||
|
|
||||||
|
|
||||||
# ========================================================
|
|
||||||
# NEW SERVICE
|
|
||||||
# ========================================================
|
|
||||||
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|
||||||
else
|
|
||||||
|
|
||||||
echo ""
|
|
||||||
echo "=========================================="
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|
||||||
echo "NEW SERVICE"
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|
||||||
echo "=========================================="
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|
||||||
echo "Creating: $$SERVICE_NAME"
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||||||
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|
||||||
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|
||||||
# ------------------------------------------------------
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|
||||||
# Traefik rule
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|
||||||
#
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|
||||||
# Construct it without allowing Drone to consume
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|
||||||
# the shell backticks.
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|
||||||
# ------------------------------------------------------
|
|
||||||
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|
||||||
TRAEFIK_RULE='Host(`'$$REPO'.lincpay`)'
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|
||||||
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|
||||||
echo "Traefik rule: $$TRAEFIK_RULE"
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|
||||||
|
|
||||||
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|
||||||
# ------------------------------------------------------
|
|
||||||
# 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
|
|
||||||
|
|
||||||
+2
-2
@@ -69,8 +69,8 @@
|
|||||||
"budgets": [
|
"budgets": [
|
||||||
{
|
{
|
||||||
"type": "initial",
|
"type": "initial",
|
||||||
"maximumWarning": "15mb",
|
"maximumWarning": "18mb",
|
||||||
"maximumError": "17mb"
|
"maximumError": "20mb"
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
"type": "anyComponentStyle",
|
"type": "anyComponentStyle",
|
||||||
|
|||||||
Generated
+74
-5363
File diff suppressed because it is too large
Load Diff
+6
-15
@@ -16,6 +16,7 @@ import { AccountingService } from '../../accounting.service';
|
|||||||
import { GLAccount } from 'app/shared/models/general.model';
|
import { 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`] ?? [];
|
||||||
|
}
|
||||||
@@ -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' }
|
||||||
|
}
|
||||||
|
]
|
||||||
}
|
}
|
||||||
]
|
]
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -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');
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -0,0 +1,147 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
<div class="bor-root">
|
||||||
|
<div class="bor-head">
|
||||||
|
<div class="bor-head-left">
|
||||||
|
<fa-icon icon="gavel" class="bor-head-ic"></fa-icon>
|
||||||
|
<div>
|
||||||
|
<h2 class="bor-head-t">Board of Resolution Register — Share Capital</h2>
|
||||||
|
<p class="bor-head-s">
|
||||||
|
Every share account with the board resolution that authorised the allotment. Accounts with no resolution on
|
||||||
|
record sort to the top.
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<button class="bor-btn bor-btn--xls" type="button" [disabled]="exporting || !filtered.length" (click)="exportExcel()">
|
||||||
|
<fa-icon icon="file-excel"></fa-icon>
|
||||||
|
{{ exporting ? 'Exporting…' : 'Export' }}
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (loading) {
|
||||||
|
<div class="bor-note">Loading the register…</div>
|
||||||
|
} @else if (loadError) {
|
||||||
|
<div class="bor-note bor-note--warn"><fa-icon icon="exclamation-triangle"></fa-icon> {{ loadError }}</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (!loading && !loadError) {
|
||||||
|
<!-- Counted over the whole register, not the filtered view: it is a standing figure the
|
||||||
|
secretary acts on, and hiding it behind a filter would hide the problem. -->
|
||||||
|
@if (missingResolutionCount > 0) {
|
||||||
|
<div class="bor-note bor-note--warn">
|
||||||
|
<fa-icon icon="exclamation-triangle"></fa-icon>
|
||||||
|
{{ missingResolutionCount }} share account{{ missingResolutionCount === 1 ? '' : 's' }} carr{{
|
||||||
|
missingResolutionCount === 1 ? 'ies' : 'y'
|
||||||
|
}}
|
||||||
|
no resolution number. Share capital allotted without a board resolution cannot be evidenced to the Registrar.
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="bor-kpis">
|
||||||
|
<div class="bor-kpi">
|
||||||
|
<div class="bor-kpi-n">{{ filtered.length | number }}</div>
|
||||||
|
<div class="bor-kpi-l">Share Accounts</div>
|
||||||
|
</div>
|
||||||
|
<div class="bor-kpi bor-kpi--blue">
|
||||||
|
<div class="bor-kpi-n">{{ distinctResolutions | number }}</div>
|
||||||
|
<div class="bor-kpi-l">Resolutions</div>
|
||||||
|
</div>
|
||||||
|
<div class="bor-kpi bor-kpi--green">
|
||||||
|
<div class="bor-kpi-n">{{ totalShares | number }}</div>
|
||||||
|
<div class="bor-kpi-l">Shares Allotted</div>
|
||||||
|
</div>
|
||||||
|
<div class="bor-kpi bor-kpi--amber">
|
||||||
|
<div class="bor-kpi-n">₹{{ totalValue | number: '1.0-0' }}</div>
|
||||||
|
<div class="bor-kpi-l">Share Value</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="bor-filters">
|
||||||
|
<div class="bor-filter">
|
||||||
|
<label>Resolution No.</label>
|
||||||
|
<input class="bor-inp" type="text" [(ngModel)]="filterResolution" placeholder="e.g. BOR/2026-27/001" />
|
||||||
|
</div>
|
||||||
|
<div class="bor-filter">
|
||||||
|
<label>Branch</label>
|
||||||
|
<select class="bor-inp" [(ngModel)]="filterBranch">
|
||||||
|
<option value="">All branches</option>
|
||||||
|
@for (b of branches; track b) {
|
||||||
|
<option [value]="b">{{ b }}</option>
|
||||||
|
}
|
||||||
|
</select>
|
||||||
|
</div>
|
||||||
|
<div class="bor-filter">
|
||||||
|
<label>Status</label>
|
||||||
|
<select class="bor-inp" [(ngModel)]="filterStatus">
|
||||||
|
<option [ngValue]="''">Any status</option>
|
||||||
|
@for (s of statuses; track s) {
|
||||||
|
<option [ngValue]="s">{{ statusText(s) }}</option>
|
||||||
|
}
|
||||||
|
</select>
|
||||||
|
</div>
|
||||||
|
<div class="bor-filter bor-filter--grow">
|
||||||
|
<label>Search</label>
|
||||||
|
<input class="bor-inp" type="text" [(ngModel)]="search" placeholder="Member name, share A/c or CIF…" />
|
||||||
|
</div>
|
||||||
|
<label class="bor-check">
|
||||||
|
<input type="checkbox" [(ngModel)]="missingOnly" />
|
||||||
|
No resolution only
|
||||||
|
</label>
|
||||||
|
<button class="bor-btn" type="button" (click)="resetFilters()"><fa-icon icon="undo"></fa-icon> Reset</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="bor-table-wrap">
|
||||||
|
<table class="bor-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Resolution No.</th>
|
||||||
|
<th>Resolution Date</th>
|
||||||
|
<th>Share A/c No.</th>
|
||||||
|
<th>CIF No.</th>
|
||||||
|
<th>Member Name</th>
|
||||||
|
<th>Branch</th>
|
||||||
|
<th>Product</th>
|
||||||
|
<th class="num">Shares</th>
|
||||||
|
<th class="num">Share Value</th>
|
||||||
|
<th class="num">Tranches</th>
|
||||||
|
<th>Status</th>
|
||||||
|
<th>Activated On</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (r of filtered; track r.shareAccountId) {
|
||||||
|
<tr [class.bor-row--missing]="!r.resolutionNumber">
|
||||||
|
<td>
|
||||||
|
@if (r.resolutionNumber) {
|
||||||
|
<strong class="bor-res">{{ r.resolutionNumber }}</strong>
|
||||||
|
} @else {
|
||||||
|
<span class="bor-missing">Not recorded</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td class="mono">{{ r.resolutionDate || '—' }}</td>
|
||||||
|
<td class="mono">{{ r.accountNo }}</td>
|
||||||
|
<td class="mono">{{ r.cifNumber || '—' }}</td>
|
||||||
|
<td>{{ r.clientName }}</td>
|
||||||
|
<td>{{ r.officeName || '—' }}</td>
|
||||||
|
<td>{{ r.productName || '—' }}</td>
|
||||||
|
<td class="num">{{ r.approvedShares | number }}</td>
|
||||||
|
<td class="num strong">{{ r.shareValue | number: '1.2-2' }}</td>
|
||||||
|
<td class="num">{{ r.trancheCount }}</td>
|
||||||
|
<td><span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span></td>
|
||||||
|
<td class="mono">{{ r.activatedDate || '—' }}</td>
|
||||||
|
</tr>
|
||||||
|
} @empty {
|
||||||
|
<tr>
|
||||||
|
<td colspan="12" class="bor-empty">No share account matches the filters.</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,313 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
.bor-root {
|
||||||
|
padding: 20px 24px 40px;
|
||||||
|
background: #f8fafc;
|
||||||
|
min-height: 100%;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
justify-content: space-between;
|
||||||
|
gap: 16px;
|
||||||
|
margin-bottom: 18px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head-left {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head-ic {
|
||||||
|
font-size: 26px;
|
||||||
|
color: #0f4f3c;
|
||||||
|
margin-top: 2px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head-t {
|
||||||
|
margin: 0 0 3px;
|
||||||
|
font-size: 20px;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #1e293b;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-head-s {
|
||||||
|
margin: 0;
|
||||||
|
max-width: 780px;
|
||||||
|
font-size: 13px;
|
||||||
|
line-height: 1.5;
|
||||||
|
color: #64748b;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-note {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 9px;
|
||||||
|
padding: 11px 14px;
|
||||||
|
margin-bottom: 14px;
|
||||||
|
border: 1px solid #bfdbfe;
|
||||||
|
border-radius: 9px;
|
||||||
|
background: #eff6ff;
|
||||||
|
color: #1e3a8a;
|
||||||
|
font-size: 12.5px;
|
||||||
|
line-height: 1.55;
|
||||||
|
|
||||||
|
fa-icon {
|
||||||
|
flex: 0 0 auto;
|
||||||
|
margin-top: 1px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* An allotment with no resolution behind it is the finding, not a detail. */
|
||||||
|
&--warn {
|
||||||
|
border-color: #fde68a;
|
||||||
|
background: #fffbeb;
|
||||||
|
color: #92400e;
|
||||||
|
|
||||||
|
fa-icon {
|
||||||
|
color: #d97706;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-kpis {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
|
||||||
|
gap: 12px;
|
||||||
|
margin-bottom: 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-kpi {
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-left: 4px solid #0f4f3c;
|
||||||
|
border-radius: 11px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
|
||||||
|
&--blue {
|
||||||
|
border-left-color: #2563eb;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--green {
|
||||||
|
border-left-color: #15803d;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--amber {
|
||||||
|
border-left-color: #d97706;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-kpi-n {
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #1e293b;
|
||||||
|
line-height: 1.2;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-kpi-l {
|
||||||
|
font-size: 12px;
|
||||||
|
color: #64748b;
|
||||||
|
margin-top: 2px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-filters {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
align-items: flex-end;
|
||||||
|
gap: 12px;
|
||||||
|
padding: 14px 16px;
|
||||||
|
margin-bottom: 14px;
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 11px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-filter {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 4px;
|
||||||
|
|
||||||
|
label {
|
||||||
|
font-size: 10.5px;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: #64748b;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--grow {
|
||||||
|
flex: 1 1 240px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-inp {
|
||||||
|
height: 34px;
|
||||||
|
min-width: 170px;
|
||||||
|
padding: 0 10px;
|
||||||
|
border: 1px solid #cbd5e1;
|
||||||
|
border-radius: 7px;
|
||||||
|
font: inherit;
|
||||||
|
font-size: 13px;
|
||||||
|
color: #1e293b;
|
||||||
|
background: #fff;
|
||||||
|
|
||||||
|
&:focus {
|
||||||
|
outline: 2px solid #2563eb;
|
||||||
|
outline-offset: -1px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-check {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
height: 34px;
|
||||||
|
font-size: 12.5px;
|
||||||
|
color: #334155;
|
||||||
|
cursor: pointer;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-btn {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 7px;
|
||||||
|
height: 34px;
|
||||||
|
padding: 0 14px;
|
||||||
|
border: 1px solid #cbd5e1;
|
||||||
|
border-radius: 7px;
|
||||||
|
background: #fff;
|
||||||
|
font: inherit;
|
||||||
|
font-size: 12.5px;
|
||||||
|
font-weight: 600;
|
||||||
|
color: #334155;
|
||||||
|
cursor: pointer;
|
||||||
|
|
||||||
|
&:hover:not(:disabled) {
|
||||||
|
background: #f1f5f9;
|
||||||
|
}
|
||||||
|
|
||||||
|
&:disabled {
|
||||||
|
opacity: 0.55;
|
||||||
|
cursor: default;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--xls {
|
||||||
|
border-color: #15803d;
|
||||||
|
background: #16a34a;
|
||||||
|
color: #fff;
|
||||||
|
|
||||||
|
&:hover:not(:disabled) {
|
||||||
|
background: #15803d;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-table-wrap {
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 11px;
|
||||||
|
overflow-x: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
font-size: 12.5px;
|
||||||
|
|
||||||
|
th {
|
||||||
|
text-align: left;
|
||||||
|
padding: 10px;
|
||||||
|
background: #f1f5f9;
|
||||||
|
font-size: 10.5px;
|
||||||
|
font-weight: 700;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
color: #475569;
|
||||||
|
white-space: nowrap;
|
||||||
|
border-bottom: 1px solid #e2e8f0;
|
||||||
|
}
|
||||||
|
|
||||||
|
td {
|
||||||
|
padding: 11px 10px;
|
||||||
|
border-bottom: 1px solid #f1f5f9;
|
||||||
|
vertical-align: middle;
|
||||||
|
color: #334155;
|
||||||
|
}
|
||||||
|
|
||||||
|
.num {
|
||||||
|
text-align: right;
|
||||||
|
font-family: 'DM Mono', monospace;
|
||||||
|
}
|
||||||
|
|
||||||
|
.mono {
|
||||||
|
font-family: 'DM Mono', monospace;
|
||||||
|
}
|
||||||
|
|
||||||
|
.strong {
|
||||||
|
font-weight: 700;
|
||||||
|
}
|
||||||
|
|
||||||
|
tbody tr:hover {
|
||||||
|
background: #f8fafc;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* The row an auditor is looking for, marked in the table as well as counted above it. */
|
||||||
|
.bor-row--missing {
|
||||||
|
background: #fffbeb;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-res {
|
||||||
|
color: #0f4f3c;
|
||||||
|
font-family: 'DM Mono', monospace;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-missing {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 2px 8px;
|
||||||
|
border-radius: 999px;
|
||||||
|
background: #fef3c7;
|
||||||
|
color: #92400e;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 700;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-status {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 2px 9px;
|
||||||
|
border-radius: 999px;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 700;
|
||||||
|
background: #f1f5f9;
|
||||||
|
color: #475569;
|
||||||
|
|
||||||
|
&--active {
|
||||||
|
background: #dcfce7;
|
||||||
|
color: #15803d;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--submitted,
|
||||||
|
&--approved {
|
||||||
|
background: #fef3c7;
|
||||||
|
color: #b45309;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--rejected,
|
||||||
|
&--closed {
|
||||||
|
background: #fee2e2;
|
||||||
|
color: #b91c1c;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bor-empty {
|
||||||
|
padding: 30px;
|
||||||
|
text-align: center;
|
||||||
|
color: #94a3b8;
|
||||||
|
}
|
||||||
@@ -0,0 +1,221 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { FormsModule } from '@angular/forms';
|
||||||
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
import { exportWorkbook } from '../cashier/cashier-export';
|
||||||
|
import { BorRegisterRow, BorReportService } from './bor-report.service';
|
||||||
|
|
||||||
|
/** m_share_account.status_enum, as the register labels it. */
|
||||||
|
const STATUS_LABEL: Record<number, string> = {
|
||||||
|
100: 'Submitted',
|
||||||
|
200: 'Approved',
|
||||||
|
300: 'Active',
|
||||||
|
400: 'Rejected',
|
||||||
|
500: 'Closed',
|
||||||
|
600: 'Inactive'
|
||||||
|
};
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The Board of Resolution register for share capital.
|
||||||
|
*
|
||||||
|
* A co-operative allots shares only under a board resolution, and this is the list the Registrar or
|
||||||
|
* an auditor asks for: every member's holding against the resolution that authorised it. The
|
||||||
|
* account with no resolution recorded is the point of the register, so it sorts to the top and is
|
||||||
|
* counted on its own rather than being left to be noticed.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-bor-report',
|
||||||
|
templateUrl: './bor-report.component.html',
|
||||||
|
styleUrls: ['./bor-report.component.scss'],
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
FaIconComponent,
|
||||||
|
FormsModule
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class BorReportComponent implements OnInit {
|
||||||
|
private borService = inject(BorReportService);
|
||||||
|
|
||||||
|
readonly statusLabel = STATUS_LABEL;
|
||||||
|
|
||||||
|
rows: BorRegisterRow[] = [];
|
||||||
|
loading = false;
|
||||||
|
loadError = '';
|
||||||
|
|
||||||
|
/** '' = every status. */
|
||||||
|
filterStatus: number | '' = '';
|
||||||
|
filterBranch = '';
|
||||||
|
filterResolution = '';
|
||||||
|
search = '';
|
||||||
|
/** Only the accounts with no resolution on file — the ones that need chasing. */
|
||||||
|
missingOnly = false;
|
||||||
|
|
||||||
|
exporting = false;
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
|
||||||
|
load(): void {
|
||||||
|
this.loading = true;
|
||||||
|
this.loadError = '';
|
||||||
|
this.borService.getRegister().subscribe({
|
||||||
|
next: (rows) => {
|
||||||
|
this.loading = false;
|
||||||
|
this.rows = rows;
|
||||||
|
},
|
||||||
|
error: (err: any) => {
|
||||||
|
this.loading = false;
|
||||||
|
this.rows = [];
|
||||||
|
this.loadError = err?.error?.defaultUserMessage || 'Could not load the BOR register.';
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Branches present in the data, so the filter offers only what can actually be selected. */
|
||||||
|
get branches(): string[] {
|
||||||
|
return [...new Set(this.rows.map((r) => r.officeName).filter(Boolean))].sort();
|
||||||
|
}
|
||||||
|
|
||||||
|
get statuses(): number[] {
|
||||||
|
return [...new Set(this.rows.map((r) => r.statusEnum))].sort((a, b) => a - b);
|
||||||
|
}
|
||||||
|
|
||||||
|
get filtered(): BorRegisterRow[] {
|
||||||
|
const needle = this.search.trim().toLowerCase();
|
||||||
|
const resolutionNeedle = this.filterResolution.trim().toLowerCase();
|
||||||
|
return this.rows.filter((r) => {
|
||||||
|
if (this.filterStatus !== '' && r.statusEnum !== this.filterStatus) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (this.filterBranch && r.officeName !== this.filterBranch) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (this.missingOnly && r.resolutionNumber) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (resolutionNeedle && !r.resolutionNumber.toLowerCase().includes(resolutionNeedle)) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (
|
||||||
|
needle &&
|
||||||
|
!(
|
||||||
|
r.clientName.toLowerCase().includes(needle) ||
|
||||||
|
r.accountNo.toLowerCase().includes(needle) ||
|
||||||
|
r.cifNumber.toLowerCase().includes(needle)
|
||||||
|
)
|
||||||
|
) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
return true;
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalShares(): number {
|
||||||
|
return this.filtered.reduce((s, r) => s + r.approvedShares, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalValue(): number {
|
||||||
|
return this.filtered.reduce((s, r) => s + r.shareValue, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** How many resolutions the filtered holdings were authorised under. */
|
||||||
|
get distinctResolutions(): number {
|
||||||
|
return new Set(this.filtered.map((r) => r.resolutionNumber).filter(Boolean)).size;
|
||||||
|
}
|
||||||
|
|
||||||
|
get missingResolutionCount(): number {
|
||||||
|
return this.rows.filter((r) => !r.resolutionNumber).length;
|
||||||
|
}
|
||||||
|
|
||||||
|
statusText(statusEnum: number): string {
|
||||||
|
return STATUS_LABEL[statusEnum] || '—';
|
||||||
|
}
|
||||||
|
|
||||||
|
statusClass(statusEnum: number): string {
|
||||||
|
return 'bor-status bor-status--' + (STATUS_LABEL[statusEnum] || 'unknown').toLowerCase();
|
||||||
|
}
|
||||||
|
|
||||||
|
resetFilters(): void {
|
||||||
|
this.filterStatus = '';
|
||||||
|
this.filterBranch = '';
|
||||||
|
this.filterResolution = '';
|
||||||
|
this.search = '';
|
||||||
|
this.missingOnly = false;
|
||||||
|
}
|
||||||
|
|
||||||
|
async exportExcel(): Promise<void> {
|
||||||
|
this.exporting = true;
|
||||||
|
try {
|
||||||
|
const rows = this.filtered;
|
||||||
|
await exportWorkbook(
|
||||||
|
[
|
||||||
|
{
|
||||||
|
sheetName: 'BOR Register',
|
||||||
|
title: 'Board of Resolution Register — Share Capital',
|
||||||
|
subtitle: `${rows.length} share account(s) · ${this.distinctResolutions} resolution(s) · ${this.totalShares} shares`,
|
||||||
|
headers: [
|
||||||
|
'Resolution No.',
|
||||||
|
'Resolution Date',
|
||||||
|
'Share A/c No.',
|
||||||
|
'CIF No.',
|
||||||
|
'Member Name',
|
||||||
|
'Branch',
|
||||||
|
'Product',
|
||||||
|
'Shares',
|
||||||
|
'Unit Price',
|
||||||
|
'Share Value',
|
||||||
|
'Tranches',
|
||||||
|
'Status',
|
||||||
|
'Activated On'
|
||||||
|
],
|
||||||
|
widths: [
|
||||||
|
20,
|
||||||
|
16,
|
||||||
|
18,
|
||||||
|
16,
|
||||||
|
30,
|
||||||
|
18,
|
||||||
|
18,
|
||||||
|
10,
|
||||||
|
12,
|
||||||
|
14,
|
||||||
|
10,
|
||||||
|
12,
|
||||||
|
14
|
||||||
|
],
|
||||||
|
rows: rows.map((r) => [
|
||||||
|
// Named rather than left blank, because an empty cell in a filing reads as an
|
||||||
|
// oversight in the export rather than a gap in the register.
|
||||||
|
r.resolutionNumber || 'NOT RECORDED',
|
||||||
|
r.resolutionDate || '—',
|
||||||
|
r.accountNo,
|
||||||
|
r.cifNumber,
|
||||||
|
r.clientName,
|
||||||
|
r.officeName,
|
||||||
|
r.productName,
|
||||||
|
r.approvedShares,
|
||||||
|
r.unitPrice,
|
||||||
|
r.shareValue,
|
||||||
|
r.trancheCount,
|
||||||
|
this.statusText(r.statusEnum),
|
||||||
|
r.activatedDate || '—'
|
||||||
|
])
|
||||||
|
}
|
||||||
|
],
|
||||||
|
'BOR-Register'
|
||||||
|
);
|
||||||
|
} finally {
|
||||||
|
this.exporting = false;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,94 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Injectable, inject } from '@angular/core';
|
||||||
|
import { HttpClient, HttpParams } from '@angular/common/http';
|
||||||
|
import { Observable, map } from 'rxjs';
|
||||||
|
|
||||||
|
/** Custom Helpers */
|
||||||
|
import { toIsoDate } from '../core/utils/api-date';
|
||||||
|
|
||||||
|
/** One share account and the board resolution that authorised it. */
|
||||||
|
export interface BorRegisterRow {
|
||||||
|
shareAccountId: number;
|
||||||
|
accountNo: string;
|
||||||
|
clientId: number;
|
||||||
|
cifNumber: string;
|
||||||
|
clientName: string;
|
||||||
|
officeId: number | null;
|
||||||
|
officeName: string;
|
||||||
|
productName: string;
|
||||||
|
currencyCode: string;
|
||||||
|
statusEnum: number;
|
||||||
|
approvedShares: number;
|
||||||
|
pendingShares: number;
|
||||||
|
unitPrice: number;
|
||||||
|
shareValue: number;
|
||||||
|
resolutionNumber: string;
|
||||||
|
/** ISO date, or '' where no meeting date was ever recorded against the allotment. */
|
||||||
|
resolutionDate: string;
|
||||||
|
/** How many purchase tranches make up the holding. */
|
||||||
|
trancheCount: number;
|
||||||
|
submittedDate: string;
|
||||||
|
approvedDate: string;
|
||||||
|
activatedDate: string;
|
||||||
|
closedDate: string;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The BOR register.
|
||||||
|
*
|
||||||
|
* One call returns every account with its resolution. The share allotment report next door fetches
|
||||||
|
* each account separately and stops at two hundred, which is a limit on a register rather than on a
|
||||||
|
* page of one.
|
||||||
|
*/
|
||||||
|
@Injectable({ providedIn: 'root' })
|
||||||
|
export class BorReportService {
|
||||||
|
private http = inject(HttpClient);
|
||||||
|
|
||||||
|
getRegister(status?: number, officeId?: number): Observable<BorRegisterRow[]> {
|
||||||
|
let params = new HttpParams();
|
||||||
|
if (status != null) {
|
||||||
|
params = params.set('status', String(status));
|
||||||
|
}
|
||||||
|
if (officeId != null) {
|
||||||
|
params = params.set('officeId', String(officeId));
|
||||||
|
}
|
||||||
|
return this.http
|
||||||
|
.get<any[]>('/shareaccounts/bor-register', { params })
|
||||||
|
.pipe(map((rows) => (rows || []).map((r) => this.toRow(r))));
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Dates arrive as [y, M, d] arrays; flattened to ISO so they sort and filter as strings. */
|
||||||
|
private toRow(r: any): BorRegisterRow {
|
||||||
|
return {
|
||||||
|
shareAccountId: r.shareAccountId,
|
||||||
|
accountNo: r.accountNo || '',
|
||||||
|
clientId: r.clientId,
|
||||||
|
cifNumber: r.cifNumber || '',
|
||||||
|
clientName: r.clientName || '',
|
||||||
|
officeId: r.officeId ?? null,
|
||||||
|
officeName: r.officeName || '',
|
||||||
|
productName: r.productName || '',
|
||||||
|
currencyCode: r.currencyCode || 'INR',
|
||||||
|
statusEnum: Number(r.statusEnum) || 0,
|
||||||
|
approvedShares: Number(r.approvedShares) || 0,
|
||||||
|
pendingShares: Number(r.pendingShares) || 0,
|
||||||
|
unitPrice: Number(r.unitPrice) || 0,
|
||||||
|
shareValue: Number(r.shareValue) || 0,
|
||||||
|
resolutionNumber: (r.resolutionNumber || '').trim(),
|
||||||
|
resolutionDate: toIsoDate(r.resolutionDate),
|
||||||
|
trancheCount: Number(r.trancheCount) || 0,
|
||||||
|
submittedDate: toIsoDate(r.submittedDate),
|
||||||
|
approvedDate: toIsoDate(r.approvedDate),
|
||||||
|
activatedDate: toIsoDate(r.activatedDate),
|
||||||
|
closedDate: toIsoDate(r.closedDate)
|
||||||
|
};
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -26,7 +26,6 @@ import { VaultPositionComponent } from './vault-position/vault-position.componen
|
|||||||
import { AccountRegisterComponent } from './account-register/account-register.component';
|
import { 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.
|
||||||
@@ -357,19 +364,6 @@ 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/${shareAccountId}`);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
|
/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
|
||||||
getShareAdvanceByVoucher(voucherNo: string, glAccountNo: string, clientId?: number): Observable<any> {
|
getShareAdvanceByVoucher(voucherNo: string, glAccountNo: string, clientId?: number): Observable<any> {
|
||||||
// The voucher travels as a query parameter, not a path segment: numbers are formatted
|
// The voucher travels as a query parameter, not a path segment: numbers are formatted
|
||||||
@@ -396,10 +390,18 @@ export class CashierService {
|
|||||||
return this.http.get('/shareadvancecollection/requirement', { params: { shareAccountId: String(shareAccountId) } });
|
return this.http.get('/shareadvancecollection/requirement', { params: { shareAccountId: String(shareAccountId) } });
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Receipts still sitting in Share Sundry, optionally for a single member. */
|
/**
|
||||||
getUnappliedShareAdvances(clientId?: number): Observable<any> {
|
* Everything an Apply screen needs, in one call: `own` is this member's own unapplied receipts,
|
||||||
const suffix = clientId ? `?clientId=${clientId}` : '';
|
* ready to tick; `rows` is every other Share Collection receipt still available — unclaimed GL
|
||||||
return this.http.get(`/shareadvancecollection${suffix}`);
|
* deposits and receipts linked to another member — which attach by voucher instead.
|
||||||
|
*
|
||||||
|
* One request rather than two: both lists come from the same table under the same filters, and
|
||||||
|
* splitting them across endpoints only meant the same rows were fetched twice and, where they
|
||||||
|
* overlapped, drawn twice on the same screen.
|
||||||
|
*/
|
||||||
|
getShareCollectionReceipts(clientId?: number): Observable<any> {
|
||||||
|
const params = clientId ? new HttpParams().set('clientId', String(clientId)) : undefined;
|
||||||
|
return this.http.get('/shareadvancecollection/unattributed', { params });
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Moves a receipt out of Sundry into share capital for an activated account. */
|
/** Moves a receipt out of Sundry into share capital for an activated account. */
|
||||||
@@ -407,6 +409,12 @@ export class CashierService {
|
|||||||
return this.http.post(`/shareadvancecollection/${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 +427,14 @@ 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([])));
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -174,19 +174,24 @@ 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');
|
||||||
|
|||||||
@@ -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 +10,10 @@ 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';
|
||||||
|
|
||||||
/** 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 +74,17 @@ 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';
|
||||||
@@ -323,6 +331,31 @@ 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 = new Date();
|
||||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
|
|||||||
@@ -0,0 +1,320 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
||||||
|
import { MatButtonModule } from '@angular/material/button';
|
||||||
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
|
|
||||||
|
export interface VoucherDetailDialogData {
|
||||||
|
/** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
|
||||||
|
* only renders, so one loading state lives in the row's own click handler rather than being
|
||||||
|
* duplicated inside every dialog that could ever show a voucher. */
|
||||||
|
detail: {
|
||||||
|
voucherNo: string;
|
||||||
|
voucherType: string | null;
|
||||||
|
amount: number | null;
|
||||||
|
branchName: string | null;
|
||||||
|
createdBy: string | null;
|
||||||
|
createdAt: string | null;
|
||||||
|
totalDebit: number;
|
||||||
|
totalCredit: number;
|
||||||
|
balanced: boolean;
|
||||||
|
lines: {
|
||||||
|
lineNo: number;
|
||||||
|
entryType: 'DR' | 'CR';
|
||||||
|
partyName: string | null;
|
||||||
|
accountNo: string | null;
|
||||||
|
amount: number;
|
||||||
|
description: string | null;
|
||||||
|
}[];
|
||||||
|
/** GL entries a native platform command posted for the same underlying event, outside this
|
||||||
|
* voucher entirely — a share redemption's Dr Share Capital / Cr Share Sundry pair, posted at
|
||||||
|
* manager approval, before this voucher's own Dr Sundry / Cr Cash at Vault settlement leg even
|
||||||
|
* exists. Empty for every voucher that already is the whole transaction on its own. */
|
||||||
|
relatedLines: {
|
||||||
|
stage: string;
|
||||||
|
entryType: 'DR' | 'CR';
|
||||||
|
partyName: string | null;
|
||||||
|
accountNo: string | null;
|
||||||
|
amount: number;
|
||||||
|
description: string | null;
|
||||||
|
}[];
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The full slip behind a summarised register row — every debit and credit line a voucher is
|
||||||
|
* made of, not just the first side of each that a table row has room for. */
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-voucher-detail-dialog',
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
MatDialogModule,
|
||||||
|
MatButtonModule,
|
||||||
|
MatIconModule
|
||||||
|
],
|
||||||
|
template: `
|
||||||
|
<div class="vd-shell">
|
||||||
|
<div class="vd-header">
|
||||||
|
<div class="vd-header__title">
|
||||||
|
<mat-icon class="vd-icon">receipt_long</mat-icon>
|
||||||
|
<div>
|
||||||
|
<h2>{{ detail.voucherNo }}</h2>
|
||||||
|
<p>{{ detail.voucherType || 'Voucher' }} · {{ detail.branchName || 'Head Office' }}</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<button mat-icon-button mat-dialog-close aria-label="Close">
|
||||||
|
<mat-icon>close</mat-icon>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="vd-meta">
|
||||||
|
<span
|
||||||
|
>Raised by <strong>{{ detail.createdBy || '—' }}</strong></span
|
||||||
|
>
|
||||||
|
@if (detail.createdAt) {
|
||||||
|
<span>{{ detail.createdAt | date: 'dd MMM yyyy, h:mm a' }}</span>
|
||||||
|
}
|
||||||
|
@if (!detail.balanced) {
|
||||||
|
<span class="vd-unbalanced">
|
||||||
|
<mat-icon inline>warning</mat-icon>
|
||||||
|
Debit and credit do not balance
|
||||||
|
</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<table class="vd-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Side</th>
|
||||||
|
<th>Party</th>
|
||||||
|
<th>Account No.</th>
|
||||||
|
<th class="num">Amount</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (line of detail.lines; track line.lineNo) {
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
<span
|
||||||
|
class="vd-side"
|
||||||
|
[class.vd-side--dr]="line.entryType === 'DR'"
|
||||||
|
[class.vd-side--cr]="line.entryType === 'CR'"
|
||||||
|
>
|
||||||
|
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
||||||
|
</span>
|
||||||
|
</td>
|
||||||
|
<td>{{ line.partyName || '—' }}</td>
|
||||||
|
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
||||||
|
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
@if (line.description) {
|
||||||
|
<tr class="vd-desc-row">
|
||||||
|
<td></td>
|
||||||
|
<td colspan="3" class="vd-desc">{{ line.description }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
} @empty {
|
||||||
|
<tr>
|
||||||
|
<td colspan="4" class="vd-empty">This voucher's individual lines were not recorded.</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
@if (detail.lines.length > 0) {
|
||||||
|
<tfoot>
|
||||||
|
<tr>
|
||||||
|
<td colspan="3">Total</td>
|
||||||
|
<td class="num">
|
||||||
|
₹{{ detail.totalDebit | number: '1.2-2' }} / ₹{{ detail.totalCredit | number: '1.2-2' }}
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
</tfoot>
|
||||||
|
}
|
||||||
|
</table>
|
||||||
|
|
||||||
|
@if (detail.relatedLines.length > 0) {
|
||||||
|
<div class="vd-related">
|
||||||
|
<div class="vd-related__title">
|
||||||
|
<mat-icon inline>link</mat-icon>
|
||||||
|
Also posted for this transaction — not part of this voucher
|
||||||
|
</div>
|
||||||
|
<table class="vd-table vd-table--related">
|
||||||
|
<tbody>
|
||||||
|
@for (line of detail.relatedLines; track $index) {
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
<span
|
||||||
|
class="vd-side"
|
||||||
|
[class.vd-side--dr]="line.entryType === 'DR'"
|
||||||
|
[class.vd-side--cr]="line.entryType === 'CR'"
|
||||||
|
>
|
||||||
|
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
||||||
|
</span>
|
||||||
|
</td>
|
||||||
|
<td>{{ line.partyName || '—' }}</td>
|
||||||
|
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
||||||
|
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
<p class="vd-related__hint">
|
||||||
|
{{ detail.relatedLines[0].stage }} — this and the lines above are the same transaction's full accounting.
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="vd-actions">
|
||||||
|
<button mat-flat-button color="primary" mat-dialog-close>Close</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
`,
|
||||||
|
styles: [
|
||||||
|
`
|
||||||
|
.vd-shell {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 16px;
|
||||||
|
padding: 20px 24px 16px;
|
||||||
|
min-width: 420px;
|
||||||
|
max-width: 560px;
|
||||||
|
}
|
||||||
|
.vd-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
justify-content: space-between;
|
||||||
|
}
|
||||||
|
.vd-header__title {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 12px;
|
||||||
|
}
|
||||||
|
.vd-header__title h2 {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 18px;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
.vd-header__title p {
|
||||||
|
margin: 2px 0 0;
|
||||||
|
font-size: 13px;
|
||||||
|
color: rgba(0, 0, 0, 0.6);
|
||||||
|
}
|
||||||
|
.vd-icon {
|
||||||
|
color: #1976d2;
|
||||||
|
}
|
||||||
|
.vd-meta {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 6px 16px;
|
||||||
|
font-size: 13px;
|
||||||
|
color: rgba(0, 0, 0, 0.65);
|
||||||
|
}
|
||||||
|
.vd-unbalanced {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 4px;
|
||||||
|
color: #b91c1c;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
.vd-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
font-size: 13px;
|
||||||
|
}
|
||||||
|
.vd-table th {
|
||||||
|
text-align: left;
|
||||||
|
text-transform: uppercase;
|
||||||
|
font-size: 11px;
|
||||||
|
letter-spacing: 0.03em;
|
||||||
|
color: rgba(0, 0, 0, 0.5);
|
||||||
|
padding: 6px 8px;
|
||||||
|
border-bottom: 1px solid rgba(0, 0, 0, 0.1);
|
||||||
|
}
|
||||||
|
.vd-table td {
|
||||||
|
padding: 8px;
|
||||||
|
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||||
|
}
|
||||||
|
.vd-table .num {
|
||||||
|
text-align: right;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
.vd-acct {
|
||||||
|
color: rgba(0, 0, 0, 0.55);
|
||||||
|
}
|
||||||
|
.vd-side {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 2px 8px;
|
||||||
|
border-radius: 4px;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
.vd-side--dr {
|
||||||
|
background: #fee2e2;
|
||||||
|
color: #b91c1c;
|
||||||
|
}
|
||||||
|
.vd-side--cr {
|
||||||
|
background: #dcfce7;
|
||||||
|
color: #15803d;
|
||||||
|
}
|
||||||
|
.vd-desc-row td {
|
||||||
|
padding-top: 0;
|
||||||
|
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||||
|
}
|
||||||
|
.vd-desc {
|
||||||
|
font-size: 12px;
|
||||||
|
color: rgba(0, 0, 0, 0.5);
|
||||||
|
font-style: italic;
|
||||||
|
}
|
||||||
|
.vd-empty {
|
||||||
|
text-align: center;
|
||||||
|
color: rgba(0, 0, 0, 0.5);
|
||||||
|
padding: 16px 8px;
|
||||||
|
}
|
||||||
|
.vd-table tfoot td {
|
||||||
|
font-weight: 600;
|
||||||
|
border-bottom: none;
|
||||||
|
border-top: 1px solid rgba(0, 0, 0, 0.1);
|
||||||
|
}
|
||||||
|
.vd-related {
|
||||||
|
border-top: 1px dashed rgba(0, 0, 0, 0.15);
|
||||||
|
padding-top: 12px;
|
||||||
|
}
|
||||||
|
.vd-related__title {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 600;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.03em;
|
||||||
|
color: #6d28d9;
|
||||||
|
margin-bottom: 8px;
|
||||||
|
}
|
||||||
|
.vd-table--related td {
|
||||||
|
background: #faf5ff;
|
||||||
|
}
|
||||||
|
.vd-related__hint {
|
||||||
|
margin: 6px 0 0;
|
||||||
|
font-size: 12px;
|
||||||
|
color: rgba(0, 0, 0, 0.5);
|
||||||
|
}
|
||||||
|
.vd-actions {
|
||||||
|
display: flex;
|
||||||
|
justify-content: flex-end;
|
||||||
|
}
|
||||||
|
`
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class VoucherDetailDialogComponent {
|
||||||
|
dialogRef = inject(MatDialogRef<VoucherDetailDialogComponent>);
|
||||||
|
private data = inject<VoucherDetailDialogData>(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
|
detail = this.data.detail;
|
||||||
|
}
|
||||||
@@ -1,375 +0,0 @@
|
|||||||
<!--
|
|
||||||
Copyright since 2025 Mifos Initiative
|
|
||||||
|
|
||||||
This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
-->
|
|
||||||
|
|
||||||
<div class="pg">
|
|
||||||
<!-- ── HEADER ── -->
|
|
||||||
<header class="pg-head">
|
|
||||||
<div>
|
|
||||||
<div class="pg-eyebrow">CASHIER · SHARE COLLECTION</div>
|
|
||||||
<h1 class="pg-title">Share Collection</h1>
|
|
||||||
<p class="pg-sub">
|
|
||||||
Collect cash from member for share purchase — amounts are held in Sundry GL until the account is activated.
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
</header>
|
|
||||||
|
|
||||||
<!-- ── SEARCH BAR ── -->
|
|
||||||
@if (pageState !== 'success') {
|
|
||||||
<div class="sc-search-bar">
|
|
||||||
<div class="sc-search-bar__input-wrap">
|
|
||||||
<mat-icon class="sc-search-bar__icon">search</mat-icon>
|
|
||||||
<input
|
|
||||||
class="sc-search-bar__input"
|
|
||||||
type="text"
|
|
||||||
placeholder="Enter Share Account ID or Account No."
|
|
||||||
[(ngModel)]="accountInput"
|
|
||||||
(keyup.enter)="searchAccount()"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
class="pg-btn pg-btn--primary"
|
|
||||||
[disabled]="pageState === 'searching' || !accountInput.trim()"
|
|
||||||
(click)="searchAccount()"
|
|
||||||
>
|
|
||||||
<mat-icon>manage_search</mat-icon>
|
|
||||||
{{ pageState === 'searching' ? 'Searching…' : 'Search' }}
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── ERROR ── -->
|
|
||||||
@if (errorMsg) {
|
|
||||||
<div class="sc-alert sc-alert--error">
|
|
||||||
<mat-icon>error_outline</mat-icon>
|
|
||||||
<span>{{ errorMsg }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── SEARCHING SPINNER ── -->
|
|
||||||
@if (pageState === 'searching') {
|
|
||||||
<div class="pg-empty">
|
|
||||||
<mat-icon class="sc-spin">hourglass_empty</mat-icon>
|
|
||||||
<p>Looking up account…</p>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── ACCOUNT LOADED ── -->
|
|
||||||
@if (pageState === 'loaded') {
|
|
||||||
<!-- Member Card -->
|
|
||||||
<div class="sc-member-card">
|
|
||||||
<div class="sc-member-card__avatar">
|
|
||||||
<mat-icon>person</mat-icon>
|
|
||||||
</div>
|
|
||||||
<div class="sc-member-card__info">
|
|
||||||
<div class="sc-member-card__name">{{ account.clientName }}</div>
|
|
||||||
<div class="sc-member-card__meta">
|
|
||||||
<span class="sc-badge sc-badge--account">{{ account.accountNo }}</span>
|
|
||||||
<span class="sc-badge sc-badge--product">{{ account.productName }}</span>
|
|
||||||
<span
|
|
||||||
class="sc-badge"
|
|
||||||
[class.sc-badge--pending]="account.status?.code?.includes('pending')"
|
|
||||||
[class.sc-badge--active]="account.status?.code?.includes('active')"
|
|
||||||
>{{ account.status?.value }}</span
|
|
||||||
>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Editable Shares + Price -->
|
|
||||||
<div class="sc-member-card__shares">
|
|
||||||
<div class="sc-shares-inputs">
|
|
||||||
<div class="sc-shares-field">
|
|
||||||
<label class="sc-shares-label">No. of Shares</label>
|
|
||||||
<input
|
|
||||||
class="sc-shares-input"
|
|
||||||
type="number"
|
|
||||||
min="0"
|
|
||||||
[(ngModel)]="requestedSharesInput"
|
|
||||||
(input)="recalc()"
|
|
||||||
placeholder="0"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
<div class="sc-shares-sep">×</div>
|
|
||||||
<div class="sc-shares-field">
|
|
||||||
<label class="sc-shares-label">Price / Share (₹)</label>
|
|
||||||
<input
|
|
||||||
class="sc-shares-input"
|
|
||||||
type="number"
|
|
||||||
min="0"
|
|
||||||
[(ngModel)]="pricePerShare"
|
|
||||||
(input)="recalc()"
|
|
||||||
placeholder="0.00"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
<div class="sc-shares-sep">=</div>
|
|
||||||
<div class="sc-shares-result">
|
|
||||||
<div class="sc-shares-label">Share Amount</div>
|
|
||||||
<div class="sc-shares-total">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Amount Breakdown + GL Preview -->
|
|
||||||
<div class="sc-split">
|
|
||||||
<!-- LEFT: Amount Breakdown -->
|
|
||||||
<div class="pg-card sc-breakdown">
|
|
||||||
<div class="sc-breakdown__header">
|
|
||||||
<mat-icon>receipt_long</mat-icon>
|
|
||||||
<span>Amount Breakdown</span>
|
|
||||||
</div>
|
|
||||||
<table class="pg-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Description</th>
|
|
||||||
<th class="num">Amount</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
<tr>
|
|
||||||
<td>
|
|
||||||
Share Amount
|
|
||||||
<span class="sc-dim">
|
|
||||||
({{ requestedSharesInput }} shares × {{ currencySymbol }}{{ pricePerShare | number: '1.2-2' }})
|
|
||||||
</span>
|
|
||||||
</td>
|
|
||||||
<td class="num">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
@for (charge of charges; track charge.id) {
|
|
||||||
<tr>
|
|
||||||
<td>{{ charge.name }}</td>
|
|
||||||
<td class="num sc-charge-amount">
|
|
||||||
<input class="sc-charge-input" type="number" min="0" [(ngModel)]="charge.amount" (input)="recalc()" />
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
@if (charges.length === 0) {
|
|
||||||
<tr>
|
|
||||||
<td colspan="2">
|
|
||||||
<span class="sc-dim">No charges applicable</span>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
<tfoot>
|
|
||||||
<tr class="sc-total-row">
|
|
||||||
<td><strong>Total Payable</strong></td>
|
|
||||||
<td class="num sc-total-amount">
|
|
||||||
<strong>{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</strong>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
</tfoot>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- RIGHT: GL Preview -->
|
|
||||||
<div class="pg-card sc-gl-preview">
|
|
||||||
<div class="sc-breakdown__header">
|
|
||||||
<mat-icon>account_tree</mat-icon>
|
|
||||||
<span>GL Entries Preview</span>
|
|
||||||
</div>
|
|
||||||
<table class="pg-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Account</th>
|
|
||||||
<th>Dr / Cr</th>
|
|
||||||
<th class="num">Amount</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
<tr class="gl-row--dr">
|
|
||||||
<td class="gl-acname">Cash Vault GL</td>
|
|
||||||
<td><span class="sc-dr-badge">Dr</span></td>
|
|
||||||
<td class="num gl-amt--dr">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
<tr class="gl-row--cr">
|
|
||||||
<td class="gl-acname">Share Sundry GL</td>
|
|
||||||
<td><span class="sc-cr-badge">Cr</span></td>
|
|
||||||
<td class="num gl-amt--cr">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
@if (totalChargeAmount > 0) {
|
|
||||||
<tr class="gl-row--cr">
|
|
||||||
<td class="gl-acname">Charge Receivable GL</td>
|
|
||||||
<td><span class="sc-cr-badge">Cr</span></td>
|
|
||||||
<td class="num gl-amt--cr">{{ currencySymbol }}{{ totalChargeAmount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
<div class="sc-gl-note">
|
|
||||||
<mat-icon>info_outline</mat-icon>
|
|
||||||
Funds move to Share GL & Income GL when account is <strong>activated</strong>.
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- ── DENOMINATION (Cash Only) ── -->
|
|
||||||
@if (isCashPayment && allDenominations.length > 0) {
|
|
||||||
<div class="pg-card sc-denom">
|
|
||||||
<div class="sc-breakdown__header">
|
|
||||||
<mat-icon>payments</mat-icon>
|
|
||||||
<span>Denomination Entry</span>
|
|
||||||
@if (denominationTotal > 0) {
|
|
||||||
<span
|
|
||||||
class="sc-denom-badge"
|
|
||||||
[class.sc-denom-badge--match]="denomMatchesTotal"
|
|
||||||
[class.sc-denom-badge--mismatch]="!denomMatchesTotal"
|
|
||||||
>
|
|
||||||
₹{{ denominationTotal | number: '1.2-2' }}
|
|
||||||
{{ denomMatchesTotal ? '✓ Matches' : '≠ Mismatch' }}
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
@if (denominationTotal === 0) {
|
|
||||||
<span class="sc-denom-required">⚠ Required for Cash</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
<div class="sc-denom-body">
|
|
||||||
<table class="pg-table sc-denom-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Denomination</th>
|
|
||||||
<th class="num">Count</th>
|
|
||||||
<th class="num">Amount</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (d of allDenominations; track d.id) {
|
|
||||||
<tr>
|
|
||||||
<td>
|
|
||||||
<span class="sc-denom-chip" [class.sc-denom-chip--coin]="d.kind === 'coin'">{{ d.label }}</span>
|
|
||||||
</td>
|
|
||||||
<td class="num">
|
|
||||||
<div class="sc-denom-stepper">
|
|
||||||
<button type="button" (click)="bumpDenom(d, -1)" [disabled]="countFor(d) === 0">−</button>
|
|
||||||
<input
|
|
||||||
type="number"
|
|
||||||
min="0"
|
|
||||||
[value]="countFor(d) || ''"
|
|
||||||
placeholder="0"
|
|
||||||
(input)="onDenomChange(d, $any($event.target).value)"
|
|
||||||
/>
|
|
||||||
<button type="button" (click)="bumpDenom(d, 1)">+</button>
|
|
||||||
</div>
|
|
||||||
</td>
|
|
||||||
<td class="num">{{ subtotalFor(d) > 0 ? (subtotalFor(d) | number: '1.2-2') : '—' }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
<tfoot>
|
|
||||||
<tr>
|
|
||||||
<td><strong>Total</strong></td>
|
|
||||||
<td></td>
|
|
||||||
<td class="num">
|
|
||||||
<strong>₹{{ denominationTotal | number: '1.2-2' }}</strong>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
</tfoot>
|
|
||||||
</table>
|
|
||||||
@if (!denomMatchesTotal && denominationTotal > 0) {
|
|
||||||
<div class="sc-denom-mismatch">
|
|
||||||
<mat-icon>warning</mat-icon>
|
|
||||||
Denomination ₹{{ denominationTotal | number: '1.2-2' }} must equal Total Payable ₹{{
|
|
||||||
totalAmount | number: '1.2-2'
|
|
||||||
}}.
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (denominationTotal > 0) {
|
|
||||||
<div class="sc-denom-actions">
|
|
||||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="clearDenominations()">
|
|
||||||
<mat-icon>clear</mat-icon> Clear
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Transaction Details -->
|
|
||||||
<div class="pg-toolbar pg-toolbar--mat">
|
|
||||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
|
||||||
<mat-label>Transaction Date *</mat-label>
|
|
||||||
<input matInput type="date" [(ngModel)]="transactionDate" />
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
|
||||||
<mat-label>Payment Mode</mat-label>
|
|
||||||
<mat-select [(ngModel)]="paymentTypeId">
|
|
||||||
<mat-option [value]="null">— Cash (Default) —</mat-option>
|
|
||||||
@for (pt of paymentTypes; track pt.id) {
|
|
||||||
<mat-option [value]="pt.id">{{ pt.name }}</mat-option>
|
|
||||||
}
|
|
||||||
</mat-select>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
|
|
||||||
<mat-label>Note (Optional)</mat-label>
|
|
||||||
<input matInput type="text" [(ngModel)]="note" placeholder="e.g. Share purchase for 100 shares" />
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Footer Submit Bar -->
|
|
||||||
<div class="pg-total-bar sc-footer">
|
|
||||||
<div class="sc-footer__summary">
|
|
||||||
<span class="sc-footer__label">Total to Collect</span>
|
|
||||||
<span class="sc-footer__amount">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
<div class="sc-footer__actions">
|
|
||||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="reset()"><mat-icon>close</mat-icon> Cancel</button>
|
|
||||||
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!isValid || saving" (click)="submit()">
|
|
||||||
<mat-icon>payments</mat-icon>
|
|
||||||
{{ saving ? 'Posting…' : 'Collect & Post' }}
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── SUCCESS ── -->
|
|
||||||
@if (pageState === 'success' && collectionResult) {
|
|
||||||
<div class="sc-success">
|
|
||||||
<div class="sc-success__icon-wrap">
|
|
||||||
<mat-icon>check_circle</mat-icon>
|
|
||||||
</div>
|
|
||||||
<h2 class="sc-success__title">Collection Posted Successfully</h2>
|
|
||||||
<p class="sc-success__sub">
|
|
||||||
Cash of
|
|
||||||
<strong>{{ collectionResult.currencyCode }} {{ collectionResult.totalAmount | number: '1.2-2' }}</strong>
|
|
||||||
collected from <strong>{{ collectionResult.clientName }}</strong> on
|
|
||||||
<strong>{{ collectionResult.collectionDate }}</strong> by <strong>{{ collectionResult.collectedBy }}</strong
|
|
||||||
>.
|
|
||||||
</p>
|
|
||||||
|
|
||||||
<!-- Transaction reference -->
|
|
||||||
<div class="sc-success__ref">
|
|
||||||
<span class="sc-success__ref-label">Transaction ID</span>
|
|
||||||
<span class="sc-success__ref-val">{{ collectionResult.transactionId }}</span>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- GL entries from backend -->
|
|
||||||
<div class="sc-success__gl">
|
|
||||||
@for (entry of collectionResult.glEntries; track entry.account) {
|
|
||||||
<div
|
|
||||||
class="sc-success__gl-row"
|
|
||||||
[class.sc-success__gl-row--dr]="entry.type === 'Dr'"
|
|
||||||
[class.sc-success__gl-row--cr]="entry.type === 'Cr'"
|
|
||||||
>
|
|
||||||
<span>{{ entry.type }}. {{ entry.account }}</span>
|
|
||||||
<span>{{ entry.currency }} {{ entry.amount | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<p class="sc-success__note">
|
|
||||||
Funds are held in Sundry GL. They will move to Share Equity GL when the account is activated.
|
|
||||||
</p>
|
|
||||||
|
|
||||||
<button type="button" class="pg-btn pg-btn--primary" (click)="reset()">
|
|
||||||
<mat-icon>add</mat-icon> New Collection
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
@@ -1,701 +0,0 @@
|
|||||||
/**
|
|
||||||
* Copyright since 2025 Mifos Initiative
|
|
||||||
*
|
|
||||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
// ── Search Bar ───────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-search-bar {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 12px;
|
|
||||||
padding: 10px 14px;
|
|
||||||
|
|
||||||
&__input-wrap {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 8px;
|
|
||||||
flex: 1 1 auto;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__icon {
|
|
||||||
color: #94a3b8;
|
|
||||||
font-size: 20px;
|
|
||||||
width: 20px;
|
|
||||||
height: 20px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__input {
|
|
||||||
flex: 1 1 auto;
|
|
||||||
border: none;
|
|
||||||
outline: none;
|
|
||||||
font-size: 14px;
|
|
||||||
font-family: inherit;
|
|
||||||
color: #0d1b2a;
|
|
||||||
background: transparent;
|
|
||||||
|
|
||||||
&::placeholder {
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Alert ────────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-alert {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
padding: 12px 16px;
|
|
||||||
border-radius: 10px;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 500;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 20px;
|
|
||||||
width: 20px;
|
|
||||||
height: 20px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--error {
|
|
||||||
background: #fef2f2;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
color: #dc2626;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Spinner ──────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-spin {
|
|
||||||
animation: sc-spin 1.2s linear infinite;
|
|
||||||
display: block;
|
|
||||||
margin: 0 auto 8px;
|
|
||||||
font-size: 32px !important;
|
|
||||||
width: 32px !important;
|
|
||||||
height: 32px !important;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
|
|
||||||
@keyframes sc-spin {
|
|
||||||
from {
|
|
||||||
transform: rotate(0deg);
|
|
||||||
}
|
|
||||||
|
|
||||||
to {
|
|
||||||
transform: rotate(360deg);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Member Card ──────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-member-card {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 16px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 12px;
|
|
||||||
padding: 16px 20px;
|
|
||||||
|
|
||||||
&__avatar {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
width: 48px;
|
|
||||||
height: 48px;
|
|
||||||
border-radius: 50%;
|
|
||||||
background: #eff6ff;
|
|
||||||
flex-shrink: 0;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
color: #2563eb;
|
|
||||||
font-size: 24px;
|
|
||||||
width: 24px;
|
|
||||||
height: 24px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__info {
|
|
||||||
flex: 1 1 auto;
|
|
||||||
min-width: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__name {
|
|
||||||
font-size: 16px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #1e293b;
|
|
||||||
margin-bottom: 6px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__meta {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 6px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__shares {
|
|
||||||
flex-shrink: 0;
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Badges ───────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-badge {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
height: 22px;
|
|
||||||
padding: 0 8px;
|
|
||||||
border-radius: 5px;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
background: #f1f5f9;
|
|
||||||
color: #475569;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
|
|
||||||
&--account {
|
|
||||||
background: #eff6ff;
|
|
||||||
color: #1d4ed8;
|
|
||||||
border-color: #bfdbfe;
|
|
||||||
font-family: 'Roboto Mono', monospace;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--product {
|
|
||||||
background: #f0fdf4;
|
|
||||||
color: #15803d;
|
|
||||||
border-color: #bbf7d0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--pending {
|
|
||||||
background: #fffbeb;
|
|
||||||
color: #d97706;
|
|
||||||
border-color: #fde68a;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--active {
|
|
||||||
background: #f0fdf4;
|
|
||||||
color: #15803d;
|
|
||||||
border-color: #bbf7d0;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Editable Share Inputs ────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-shares-inputs {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
justify-content: flex-end;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-field {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 3px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-label {
|
|
||||||
font-size: 10px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.07em;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-input {
|
|
||||||
width: 110px;
|
|
||||||
height: 38px;
|
|
||||||
border: 1.5px solid #e2e8f0;
|
|
||||||
border-radius: 8px;
|
|
||||||
padding: 0 10px;
|
|
||||||
font-size: 14px;
|
|
||||||
font-weight: 700;
|
|
||||||
font-family: inherit;
|
|
||||||
color: #1353a0;
|
|
||||||
text-align: right;
|
|
||||||
outline: none;
|
|
||||||
background: #f8fafc;
|
|
||||||
transition: border-color 0.15s;
|
|
||||||
|
|
||||||
&:focus {
|
|
||||||
border-color: #1353a0;
|
|
||||||
background: #fff;
|
|
||||||
}
|
|
||||||
|
|
||||||
&::-webkit-outer-spin-button,
|
|
||||||
&::-webkit-inner-spin-button {
|
|
||||||
appearance: none;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-sep {
|
|
||||||
font-size: 20px;
|
|
||||||
font-weight: 300;
|
|
||||||
color: #94a3b8;
|
|
||||||
padding-top: 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-result {
|
|
||||||
text-align: right;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-shares-total {
|
|
||||||
font-size: 20px;
|
|
||||||
font-weight: 800;
|
|
||||||
color: #0f4f3c;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Editable Charge Amount ───────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-charge-amount {
|
|
||||||
padding: 4px 14px !important;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-charge-input {
|
|
||||||
width: 100px;
|
|
||||||
height: 32px;
|
|
||||||
border: 1.5px solid #e2e8f0;
|
|
||||||
border-radius: 6px;
|
|
||||||
padding: 0 8px;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 700;
|
|
||||||
font-family: inherit;
|
|
||||||
color: #1353a0;
|
|
||||||
text-align: right;
|
|
||||||
outline: none;
|
|
||||||
background: #f8fafc;
|
|
||||||
transition: border-color 0.15s;
|
|
||||||
|
|
||||||
&:focus {
|
|
||||||
border-color: #1353a0;
|
|
||||||
background: #fff;
|
|
||||||
}
|
|
||||||
|
|
||||||
&::-webkit-outer-spin-button,
|
|
||||||
&::-webkit-inner-spin-button {
|
|
||||||
appearance: none;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Split Layout ─────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-split {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: 1fr 1fr;
|
|
||||||
gap: 16px;
|
|
||||||
|
|
||||||
@media (width <= 900px) {
|
|
||||||
grid-template-columns: 1fr;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Breakdown Card ───────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-breakdown {
|
|
||||||
&__header {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 8px;
|
|
||||||
padding: 12px 16px;
|
|
||||||
background: #f8fafc;
|
|
||||||
border-bottom: 1px solid #e2e8f0;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #334155;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 18px;
|
|
||||||
width: 18px;
|
|
||||||
height: 18px;
|
|
||||||
color: #0f4f3c;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-gl-preview {
|
|
||||||
.sc-breakdown__header {
|
|
||||||
mat-icon {
|
|
||||||
color: #1d4ed8;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-gl-note {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 6px;
|
|
||||||
padding: 10px 14px;
|
|
||||||
font-size: 12px;
|
|
||||||
color: #64748b;
|
|
||||||
background: #f8fafc;
|
|
||||||
border-top: 1px solid #e2e8f0;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 16px;
|
|
||||||
width: 16px;
|
|
||||||
height: 16px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
margin-top: 1px;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Table helpers ────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-dim {
|
|
||||||
color: #94a3b8;
|
|
||||||
font-size: 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-total-row td {
|
|
||||||
background: #f8fafc;
|
|
||||||
border-top: 2px solid #e2e8f0;
|
|
||||||
font-size: 14px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-total-amount {
|
|
||||||
color: #0f4f3c;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Dr / Cr badges ───────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-dr-badge,
|
|
||||||
.sc-cr-badge {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
width: 32px;
|
|
||||||
height: 20px;
|
|
||||||
border-radius: 4px;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 800;
|
|
||||||
letter-spacing: 0.04em;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-dr-badge {
|
|
||||||
background: #fef2f2;
|
|
||||||
color: #dc2626;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-cr-badge {
|
|
||||||
background: #f0fdf4;
|
|
||||||
color: #15803d;
|
|
||||||
border: 1px solid #bbf7d0;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Footer ───────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-footer {
|
|
||||||
justify-content: space-between !important;
|
|
||||||
|
|
||||||
&__summary {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 2px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__label {
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.07em;
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__amount {
|
|
||||||
font-size: 22px;
|
|
||||||
font-weight: 800;
|
|
||||||
color: #0f4f3c;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__actions {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Denomination Panel ────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-denom {
|
|
||||||
padding: 0;
|
|
||||||
overflow: hidden;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-body {
|
|
||||||
padding: 14px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-table {
|
|
||||||
width: 100%;
|
|
||||||
|
|
||||||
th,
|
|
||||||
td {
|
|
||||||
padding: 7px 10px;
|
|
||||||
font-size: 13px;
|
|
||||||
}
|
|
||||||
|
|
||||||
tfoot td {
|
|
||||||
border-top: 2px solid #e2e8f0;
|
|
||||||
background: #f8fafc;
|
|
||||||
font-size: 14px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-chip {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
height: 24px;
|
|
||||||
padding: 0 10px;
|
|
||||||
border-radius: 5px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
background: #eff6ff;
|
|
||||||
color: #1d4ed8;
|
|
||||||
border: 1px solid #bfdbfe;
|
|
||||||
|
|
||||||
&--coin {
|
|
||||||
background: #fffbeb;
|
|
||||||
color: #d97706;
|
|
||||||
border-color: #fde68a;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-stepper {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 4px;
|
|
||||||
justify-content: flex-end;
|
|
||||||
|
|
||||||
button {
|
|
||||||
width: 26px;
|
|
||||||
height: 26px;
|
|
||||||
border: 1.5px solid #e2e8f0;
|
|
||||||
border-radius: 5px;
|
|
||||||
background: #f8fafc;
|
|
||||||
color: #475569;
|
|
||||||
font-size: 16px;
|
|
||||||
line-height: 1;
|
|
||||||
cursor: pointer;
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
padding: 0;
|
|
||||||
|
|
||||||
&:hover:not(:disabled) {
|
|
||||||
background: #e0f2fe;
|
|
||||||
border-color: #7dd3fc;
|
|
||||||
color: #0369a1;
|
|
||||||
}
|
|
||||||
|
|
||||||
&:disabled {
|
|
||||||
opacity: 0.35;
|
|
||||||
cursor: not-allowed;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
input {
|
|
||||||
width: 62px;
|
|
||||||
height: 28px;
|
|
||||||
border: 1.5px solid #e2e8f0;
|
|
||||||
border-radius: 6px;
|
|
||||||
padding: 0 6px;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 600;
|
|
||||||
font-family: inherit;
|
|
||||||
text-align: right;
|
|
||||||
outline: none;
|
|
||||||
background: #fff;
|
|
||||||
|
|
||||||
&:focus {
|
|
||||||
border-color: #1353a0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&::-webkit-outer-spin-button,
|
|
||||||
&::-webkit-inner-spin-button {
|
|
||||||
appearance: none;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-badge {
|
|
||||||
margin-left: auto;
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
height: 22px;
|
|
||||||
padding: 0 10px;
|
|
||||||
border-radius: 5px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
|
|
||||||
&--match {
|
|
||||||
background: #f0fdf4;
|
|
||||||
color: #15803d;
|
|
||||||
border: 1px solid #bbf7d0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--mismatch {
|
|
||||||
background: #fef2f2;
|
|
||||||
color: #dc2626;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-required {
|
|
||||||
margin-left: auto;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #d97706;
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-mismatch {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 6px;
|
|
||||||
margin-top: 10px;
|
|
||||||
padding: 9px 12px;
|
|
||||||
background: #fef2f2;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
border-radius: 8px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #dc2626;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 16px;
|
|
||||||
width: 16px;
|
|
||||||
height: 16px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.sc-denom-actions {
|
|
||||||
display: flex;
|
|
||||||
justify-content: flex-end;
|
|
||||||
margin-top: 10px;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Success ──────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
.sc-success {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
align-items: center;
|
|
||||||
text-align: center;
|
|
||||||
padding: 40px 24px;
|
|
||||||
gap: 16px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 16px;
|
|
||||||
|
|
||||||
&__icon-wrap {
|
|
||||||
width: 72px;
|
|
||||||
height: 72px;
|
|
||||||
border-radius: 50%;
|
|
||||||
background: #f0fdf4;
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 40px;
|
|
||||||
width: 40px;
|
|
||||||
height: 40px;
|
|
||||||
color: #16a34a;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
font-size: 22px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #1e293b;
|
|
||||||
margin: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__sub {
|
|
||||||
font-size: 14px;
|
|
||||||
color: #64748b;
|
|
||||||
max-width: 480px;
|
|
||||||
margin: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__ref {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
background: #f1f5f9;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 8px;
|
|
||||||
padding: 8px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__ref-label {
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.07em;
|
|
||||||
color: #94a3b8;
|
|
||||||
white-space: nowrap;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__ref-val {
|
|
||||||
font-family: 'Roboto Mono', 'Courier New', monospace;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #1353a0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__note {
|
|
||||||
font-size: 12px;
|
|
||||||
color: #94a3b8;
|
|
||||||
max-width: 420px;
|
|
||||||
margin: 0;
|
|
||||||
text-align: center;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__gl {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 6px;
|
|
||||||
width: 100%;
|
|
||||||
max-width: 400px;
|
|
||||||
background: #f8fafc;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 10px;
|
|
||||||
padding: 14px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__gl-row {
|
|
||||||
display: flex;
|
|
||||||
justify-content: space-between;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 600;
|
|
||||||
padding: 4px 0;
|
|
||||||
border-bottom: 1px dotted #e2e8f0;
|
|
||||||
|
|
||||||
&:last-child {
|
|
||||||
border-bottom: none;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--dr {
|
|
||||||
color: #dc2626;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--cr {
|
|
||||||
color: #15803d;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,282 +0,0 @@
|
|||||||
/**
|
|
||||||
* Copyright since 2025 Mifos Initiative
|
|
||||||
*
|
|
||||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
|
||||||
import { CommonModule } from '@angular/common';
|
|
||||||
import { FormsModule } from '@angular/forms';
|
|
||||||
import { RouterModule } from '@angular/router';
|
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
|
||||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
|
||||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
|
||||||
import { MatSelectModule } from '@angular/material/select';
|
|
||||||
import { MatInputModule } from '@angular/material/input';
|
|
||||||
import { catchError } from 'rxjs/operators';
|
|
||||||
import { of } from 'rxjs';
|
|
||||||
import { CashierService } from '../cashier.service';
|
|
||||||
|
|
||||||
type PageState = 'idle' | 'searching' | 'loaded' | 'submitting' | 'success';
|
|
||||||
|
|
||||||
interface Denomination {
|
|
||||||
id: number;
|
|
||||||
value: number;
|
|
||||||
kind: 'note' | 'coin';
|
|
||||||
label: string;
|
|
||||||
}
|
|
||||||
|
|
||||||
interface ShareCharge {
|
|
||||||
id: number;
|
|
||||||
name: string;
|
|
||||||
amount: number;
|
|
||||||
currencySymbol: string;
|
|
||||||
}
|
|
||||||
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-share-collection',
|
|
||||||
templateUrl: './share-collection.component.html',
|
|
||||||
styleUrls: [
|
|
||||||
'../cashier-shared.scss',
|
|
||||||
'./share-collection.component.scss'
|
|
||||||
],
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
CommonModule,
|
|
||||||
FormsModule,
|
|
||||||
RouterModule,
|
|
||||||
MatIconModule,
|
|
||||||
MatSnackBarModule,
|
|
||||||
MatFormFieldModule,
|
|
||||||
MatSelectModule,
|
|
||||||
MatInputModule
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class ShareCollectionComponent implements OnInit {
|
|
||||||
private service = inject(CashierService);
|
|
||||||
private snackBar = inject(MatSnackBar);
|
|
||||||
|
|
||||||
pageState: PageState = 'idle';
|
|
||||||
accountInput = '';
|
|
||||||
transactionDate = '';
|
|
||||||
paymentTypeId: number | null = null;
|
|
||||||
paymentTypes: any[] = [];
|
|
||||||
note = '';
|
|
||||||
errorMsg = '';
|
|
||||||
saving = false;
|
|
||||||
|
|
||||||
account: any = null;
|
|
||||||
charges: ShareCharge[] = [];
|
|
||||||
collectionResult: any = null; // filled after successful POST
|
|
||||||
|
|
||||||
// Editable fields — cashier can override if API returns 0
|
|
||||||
requestedSharesInput = 0;
|
|
||||||
pricePerShare = 0;
|
|
||||||
|
|
||||||
// ── Denomination ────────────────────────────────────────────────────────────
|
|
||||||
notes: Denomination[] = [];
|
|
||||||
coins: Denomination[] = [];
|
|
||||||
denominationCounts: Record<string, number> = {};
|
|
||||||
|
|
||||||
get shareAmount(): number {
|
|
||||||
return this.requestedSharesInput * this.pricePerShare;
|
|
||||||
}
|
|
||||||
|
|
||||||
get totalChargeAmount(): number {
|
|
||||||
return this.charges.reduce((s, c) => s + c.amount, 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get totalAmount(): number {
|
|
||||||
return this.shareAmount + this.totalChargeAmount;
|
|
||||||
}
|
|
||||||
|
|
||||||
get currencySymbol(): string {
|
|
||||||
return this.account?.currency?.displaySymbol ?? '₹';
|
|
||||||
}
|
|
||||||
|
|
||||||
get isCashPayment(): boolean {
|
|
||||||
if (this.paymentTypeId === null) return true;
|
|
||||||
const pt = this.paymentTypes.find((p: any) => p.id === this.paymentTypeId);
|
|
||||||
return !!pt?.isCashPayment;
|
|
||||||
}
|
|
||||||
|
|
||||||
get allDenominations(): Denomination[] {
|
|
||||||
const desc = (a: Denomination, b: Denomination) => b.value - a.value;
|
|
||||||
return [
|
|
||||||
...[...this.notes].sort(desc),
|
|
||||||
...[...this.coins].sort(desc)
|
|
||||||
];
|
|
||||||
}
|
|
||||||
|
|
||||||
get denominationTotal(): number {
|
|
||||||
return this.allDenominations.reduce((s, d) => s + this.subtotalFor(d), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get denomMatchesTotal(): boolean {
|
|
||||||
return this.denominationTotal === this.totalAmount;
|
|
||||||
}
|
|
||||||
|
|
||||||
get isValid(): boolean {
|
|
||||||
if (!this.account || this.totalAmount <= 0 || !this.transactionDate) return false;
|
|
||||||
if (this.isCashPayment && this.allDenominations.length > 0) {
|
|
||||||
return this.denomMatchesTotal;
|
|
||||||
}
|
|
||||||
return true;
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
const d = new Date();
|
|
||||||
this.transactionDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
|
||||||
this.service
|
|
||||||
.getPaymentTypes()
|
|
||||||
.pipe(catchError(() => of([])))
|
|
||||||
.subscribe((types: any[]) => (this.paymentTypes = types || []));
|
|
||||||
this.loadDenominations();
|
|
||||||
}
|
|
||||||
|
|
||||||
private loadDenominations(): void {
|
|
||||||
this.service
|
|
||||||
.getActiveDenominations()
|
|
||||||
.pipe(catchError(() => of([])))
|
|
||||||
.subscribe((list: any[]) => {
|
|
||||||
const rows: Denomination[] = (list || []).map((d: any) => ({
|
|
||||||
id: d.id,
|
|
||||||
value: d.denomination ?? d.value,
|
|
||||||
kind: d.type === 'coin' ? 'coin' : 'note',
|
|
||||||
label: '₹' + (d.denomination ?? d.value)
|
|
||||||
}));
|
|
||||||
const order = (a: Denomination, b: Denomination) => b.value - a.value;
|
|
||||||
this.notes = rows.filter((r) => r.kind === 'note').sort(order);
|
|
||||||
this.coins = rows.filter((r) => r.kind === 'coin').sort(order);
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Denomination helpers ──────────────────────────────────────────────────
|
|
||||||
|
|
||||||
denomKey(d: Denomination): string {
|
|
||||||
return `${d.kind}:${d.value}`;
|
|
||||||
}
|
|
||||||
|
|
||||||
countFor(d: Denomination): number {
|
|
||||||
return this.denominationCounts[this.denomKey(d)] || 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
subtotalFor(d: Denomination): number {
|
|
||||||
return this.countFor(d) * d.value;
|
|
||||||
}
|
|
||||||
|
|
||||||
onDenomChange(d: Denomination, raw: any): void {
|
|
||||||
this.denominationCounts[this.denomKey(d)] = Math.max(0, Math.floor(Number(raw) || 0));
|
|
||||||
}
|
|
||||||
|
|
||||||
bumpDenom(d: Denomination, delta: number): void {
|
|
||||||
this.denominationCounts[this.denomKey(d)] = Math.max(0, this.countFor(d) + delta);
|
|
||||||
}
|
|
||||||
|
|
||||||
clearDenominations(): void {
|
|
||||||
this.denominationCounts = {};
|
|
||||||
}
|
|
||||||
|
|
||||||
searchAccount(): void {
|
|
||||||
const query = this.accountInput.trim();
|
|
||||||
if (!query) return;
|
|
||||||
this.pageState = 'searching';
|
|
||||||
this.account = null;
|
|
||||||
this.charges = [];
|
|
||||||
this.errorMsg = '';
|
|
||||||
|
|
||||||
this.service
|
|
||||||
.getShareAccountForCollection(query)
|
|
||||||
.pipe(
|
|
||||||
catchError((err) => {
|
|
||||||
this.errorMsg =
|
|
||||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
|
||||||
err?.error?.developerMessage ||
|
|
||||||
'Account not found. Please check the account ID and try again.';
|
|
||||||
this.pageState = 'idle';
|
|
||||||
return of(null);
|
|
||||||
})
|
|
||||||
)
|
|
||||||
.subscribe((acc: any) => {
|
|
||||||
if (!acc) return;
|
|
||||||
this.account = acc;
|
|
||||||
|
|
||||||
// Auto-detect shares from summary or first pending purchasedShares entry
|
|
||||||
const pendingTx = (acc.purchasedShares || []).find(
|
|
||||||
(t: any) =>
|
|
||||||
t.status?.code === 'purchasedSharesStatusType.applied' && t.type?.code === 'purchasedSharesType.purchased'
|
|
||||||
);
|
|
||||||
this.requestedSharesInput = Number(
|
|
||||||
acc.summary?.totalPendingForApprovalShares || pendingTx?.numberOfShares || acc.requestedShares || 0
|
|
||||||
);
|
|
||||||
this.pricePerShare = Number(pendingTx?.purchasedPrice || acc.currentMarketPrice || acc.unitPrice || 0);
|
|
||||||
|
|
||||||
// Show ALL charges on the account — no type filtering
|
|
||||||
this.charges = (acc.charges || []).map((c: any) => ({
|
|
||||||
id: c.chargeId ?? c.id,
|
|
||||||
name: c.name,
|
|
||||||
amount: Number(c.amount ?? c.amountOutstanding ?? 0),
|
|
||||||
currencySymbol: c.currency?.displaySymbol ?? '₹'
|
|
||||||
}));
|
|
||||||
|
|
||||||
this.pageState = 'loaded';
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
recalc(): void {
|
|
||||||
// triggered by input changes — nothing extra needed, getters auto-recalculate
|
|
||||||
}
|
|
||||||
|
|
||||||
submit(): void {
|
|
||||||
if (!this.isValid || this.saving) return;
|
|
||||||
this.saving = true;
|
|
||||||
const payload = {
|
|
||||||
shareAccountId: this.account.id,
|
|
||||||
accountNo: this.account.accountNo,
|
|
||||||
clientName: this.account.clientName,
|
|
||||||
transactionDate: this.transactionDate,
|
|
||||||
requestedShares: this.requestedSharesInput,
|
|
||||||
pricePerShare: this.pricePerShare,
|
|
||||||
shareAmount: this.shareAmount,
|
|
||||||
chargeAmount: this.totalChargeAmount,
|
|
||||||
totalAmount: this.totalAmount,
|
|
||||||
paymentTypeId: this.paymentTypeId || null,
|
|
||||||
note: this.note || null
|
|
||||||
};
|
|
||||||
|
|
||||||
this.service.collectSharePayment(payload).subscribe({
|
|
||||||
next: (result: any) => {
|
|
||||||
this.collectionResult = result;
|
|
||||||
this.snackBar.open('Share collection posted successfully.', 'Close', { duration: 3000 });
|
|
||||||
this.pageState = 'success';
|
|
||||||
this.saving = false;
|
|
||||||
},
|
|
||||||
error: (err: any) => {
|
|
||||||
const msg =
|
|
||||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
|
||||||
err?.error?.developerMessage ||
|
|
||||||
err?.error?.defaultUserMessage ||
|
|
||||||
'Collection failed. Please try again.';
|
|
||||||
this.snackBar.open(msg, 'Close', { duration: 8000 });
|
|
||||||
this.saving = false;
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
reset(): void {
|
|
||||||
this.pageState = 'idle';
|
|
||||||
this.accountInput = '';
|
|
||||||
this.account = null;
|
|
||||||
this.charges = [];
|
|
||||||
this.errorMsg = '';
|
|
||||||
this.note = '';
|
|
||||||
this.paymentTypeId = null;
|
|
||||||
this.requestedSharesInput = 0;
|
|
||||||
this.pricePerShare = 0;
|
|
||||||
this.collectionResult = null;
|
|
||||||
this.saving = false;
|
|
||||||
this.clearDenominations();
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -8,7 +8,7 @@
|
|||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
import { 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>
|
||||||
|
@if (isSlip) {
|
||||||
|
One debit funds all {{ lineCount }} drafts · Enter each draft's beneficiary and amount
|
||||||
|
} @else {
|
||||||
Next available DD leaflet auto-selected ·
|
Next available DD leaflet auto-selected ·
|
||||||
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
||||||
|
}
|
||||||
</p>
|
</p>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@@ -69,6 +108,55 @@ export interface CashierIssueDdDialogData {
|
|||||||
</div>
|
</div>
|
||||||
|
|
||||||
<mat-dialog-content class="dd-dialog-body">
|
<mat-dialog-content class="dd-dialog-body">
|
||||||
|
<!--
|
||||||
|
Slip running total.
|
||||||
|
|
||||||
|
A slip's figures are not known until every line is typed — different drafts carry different
|
||||||
|
face values and different charges — so the total the account will be debited for is built
|
||||||
|
up here as the clerk works, rather than shown as a fixed figure up front. Answering "what
|
||||||
|
is this going to cost my member" without it would mean adding the lines by hand.
|
||||||
|
-->
|
||||||
|
@if (isSlip) {
|
||||||
|
<div class="dd-summary-card">
|
||||||
|
<div class="summary-col">
|
||||||
|
<span class="label">Drafts On This Slip</span>
|
||||||
|
<strong class="dd-number-highlight">{{ lineCount }}</strong>
|
||||||
|
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
||||||
|
</div>
|
||||||
|
<div class="summary-divider"></div>
|
||||||
|
<div class="summary-col">
|
||||||
|
<span class="label">Total Face Value</span>
|
||||||
|
<strong class="amount">₹{{ slipFaceValue | number: '1.2-2' }}</strong>
|
||||||
|
<span class="sublabel">+ Charges ₹{{ slipCharges | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
<div class="summary-divider"></div>
|
||||||
|
<div class="summary-col">
|
||||||
|
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
||||||
|
<strong class="amount">₹{{ slipGst | number: '1.2-2' }}</strong>
|
||||||
|
<span class="sublabel">on charges only</span>
|
||||||
|
</div>
|
||||||
|
<div class="summary-divider"></div>
|
||||||
|
<div class="summary-col highlight-col">
|
||||||
|
<span class="label">Total To Debit</span>
|
||||||
|
<strong class="total-amount">₹{{ slipTotal | number: '1.2-2' }}</strong>
|
||||||
|
<span class="sublabel">{{ data.accountNo || 'Account' }} · one debit</span>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!--
|
||||||
|
Said plainly because the numbers on screen are the one thing in this dialog the clerk
|
||||||
|
cannot rely on. They are the next-available run as it stood when the dialog opened; the
|
||||||
|
binding allocation happens inside the submit transaction, so a slip filed after another
|
||||||
|
clerk's gets the following numbers instead.
|
||||||
|
-->
|
||||||
|
<div class="dd-preview-note">
|
||||||
|
<mat-icon>info</mat-icon>
|
||||||
|
<div>
|
||||||
|
DD numbers below are <strong>provisional</strong>. The final numbers are allocated when the slip is
|
||||||
|
submitted and will be confirmed on the receipt.
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
<!-- Draft & Financials Summary Card -->
|
<!-- Draft & Financials Summary Card -->
|
||||||
<div class="dd-summary-card">
|
<div class="dd-summary-card">
|
||||||
<!-- The number the customer will actually see printed on the instrument. "Auto-Selected
|
<!-- The number the customer will actually see printed on the instrument. "Auto-Selected
|
||||||
@@ -104,6 +192,7 @@ export interface CashierIssueDdDialogData {
|
|||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
<!--
|
<!--
|
||||||
The account funding the draft, stated before the form.
|
The account funding the draft, stated before the form.
|
||||||
@@ -121,13 +210,121 @@ export interface CashierIssueDdDialogData {
|
|||||||
· {{ data.accountHolderName }}
|
· {{ data.accountHolderName }}
|
||||||
}
|
}
|
||||||
<div class="dd-funding-sub">
|
<div class="dd-funding-sub">
|
||||||
|
@if (isSlip) {
|
||||||
|
₹{{ slipTotal | number: '1.2-2' }} will be debited from this account as a
|
||||||
|
<strong>single transaction</strong> covering all {{ lineCount }} drafts, when a checker approves the
|
||||||
|
slip —
|
||||||
|
<!-- A GL account has no passbook, so the reassurance a member gets is phrased for
|
||||||
|
the ledger instead of promising a statement line that does not exist. -->
|
||||||
|
@if (isGlFunded) {
|
||||||
|
one journal entry against this GL account, not {{ lineCount }}.
|
||||||
|
} @else {
|
||||||
|
the member's passbook shows one entry, not {{ lineCount }}.
|
||||||
|
}
|
||||||
|
} @else {
|
||||||
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
||||||
approves. No cash is taken at the counter.
|
approves. No cash is taken at the counter.
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
|
<!--
|
||||||
|
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">
|
<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
|
||||||
@@ -232,12 +429,18 @@ export interface CashierIssueDdDialogData {
|
|||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
</div>
|
</div>
|
||||||
</form>
|
</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(),
|
||||||
|
|||||||
@@ -166,6 +166,13 @@
|
|||||||
</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>
|
||||||
|
@if (acTypLockedByToken && row === selectedRow) {
|
||||||
|
<span
|
||||||
|
class="ws-f__ctl ws-f__ctl--locked"
|
||||||
|
title="Locked — filled from a token-driven request, not a normal account entry"
|
||||||
|
>{{ acTypLockedLabel }}</span
|
||||||
|
>
|
||||||
|
} @else {
|
||||||
<select
|
<select
|
||||||
class="ws-f__ctl"
|
class="ws-f__ctl"
|
||||||
[(ngModel)]="row.acTyp"
|
[(ngModel)]="row.acTyp"
|
||||||
@@ -182,7 +189,27 @@
|
|||||||
<option [value]="a">{{ a }}</option>
|
<option [value]="a">{{ a }}</option>
|
||||||
}
|
}
|
||||||
</select>
|
</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>
|
||||||
|
|
||||||
@@ -206,10 +233,16 @@
|
|||||||
? 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
|
||||||
|
? 'Locked — filled from a token-driven request, not a normal account entry'
|
||||||
|
: isDdAccountDebitRow(row)
|
||||||
? 'Member account the draft is funded from'
|
? 'Member account the draft is funded from'
|
||||||
: row.typ === 'DD'
|
: row.typ === 'DD'
|
||||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||||
@@ -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)
|
||||||
|
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
||||||
|
: isDdAccountDebitRow(row)
|
||||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||||
: 'Auto-selects next available leaflet and opens walk-in purchaser 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>
|
||||||
@@ -1523,6 +1616,13 @@
|
|||||||
</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>
|
||||||
|
@if (acTypLockedByToken && row === selectedRow) {
|
||||||
|
<span
|
||||||
|
class="ws-f__ctl ws-f__ctl--locked"
|
||||||
|
title="Locked — filled from a token-driven request, not a normal account entry"
|
||||||
|
>{{ acTypLockedLabel }}</span
|
||||||
|
>
|
||||||
|
} @else {
|
||||||
<select
|
<select
|
||||||
class="ws-f__ctl"
|
class="ws-f__ctl"
|
||||||
[(ngModel)]="row.acTyp"
|
[(ngModel)]="row.acTyp"
|
||||||
@@ -1539,7 +1639,27 @@
|
|||||||
<option [value]="a">{{ a }}</option>
|
<option [value]="a">{{ a }}</option>
|
||||||
}
|
}
|
||||||
</select>
|
</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)
|
||||||
|
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
||||||
|
: isDdAccountDebitRow(row)
|
||||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||||
: 'Auto-selects next available leaflet and opens walk-in purchaser 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;
|
||||||
|
|||||||
@@ -53,6 +53,19 @@ interface TxnRow {
|
|||||||
/** DD issuance charges/commission — only used when TYPE=DD, TXN TP=Cash, AC.TP=GL */
|
/** DD issuance charges/commission — only used when TYPE=DD, TXN TP=Cash, AC.TP=GL */
|
||||||
ddCharges: number | null;
|
ddCharges: number | null;
|
||||||
sponsorBankId?: number | null;
|
sponsorBankId?: number | null;
|
||||||
|
/**
|
||||||
|
* What a GL credit is actually for — the id of a code value under "GLEntryType" (General, Share
|
||||||
|
* Collection, DD Issue, or whatever an admin has added under Admin > System > Manage Codes).
|
||||||
|
*
|
||||||
|
* A cashier Receipt (or a clerk Collection) into a GL account is the counter picking, by hand,
|
||||||
|
* any account to post cash into — deliberately, so a broken product mapping can never block a
|
||||||
|
* genuine voucher. That freedom is also the hole: two unrelated flows can land in the same GL
|
||||||
|
* account with nothing on the row itself saying which one the money was collected for, and a
|
||||||
|
* manager applying a share request can pick up a voucher that was really meant to fund a DD. This
|
||||||
|
* tag is what a day-end reconciliation groups by, and what Share Advance Collection / Sponsor DD
|
||||||
|
* issuance check before adopting a row — only shown/sent for AC.TP=GL, DR./CR.=Cr rows.
|
||||||
|
*/
|
||||||
|
entryTypeCvId?: number | null;
|
||||||
/** Only used when this row is AC.TP=SHR inside an Enter Bank Transfer to its linked savings
|
/** Only used when this row is AC.TP=SHR inside an Enter Bank Transfer to its linked savings
|
||||||
* account — governs the share redemption (see submitShareRedemptionTransfer()). */
|
* account — governs the share redemption (see submitShareRedemptionTransfer()). */
|
||||||
resolutionNumber?: string;
|
resolutionNumber?: string;
|
||||||
@@ -78,6 +91,40 @@ interface TxnRow {
|
|||||||
fundingAccountId?: number;
|
fundingAccountId?: number;
|
||||||
fundingClientId?: number;
|
fundingClientId?: number;
|
||||||
};
|
};
|
||||||
|
/**
|
||||||
|
* How many drafts this one row raises. 1 (or unset) is the ordinary single draft; 2 or more make
|
||||||
|
* the row a multi-DD slip — one debit funding several drafts, each to its own beneficiary.
|
||||||
|
*
|
||||||
|
* Typed by the clerk BEFORE opening the dialog, so the dialog knows how many beneficiary forms to
|
||||||
|
* present. Only a member-account debit can be a slip (see canRowBeMultiDd()).
|
||||||
|
*/
|
||||||
|
ddCount?: number | null;
|
||||||
|
/**
|
||||||
|
* The per-draft lines of a multi-DD slip, captured in the dialog and held here until Save — the
|
||||||
|
* same "fill now, commit on Save" contract as ddDetails above.
|
||||||
|
*
|
||||||
|
* Each line carries its OWN face value and charges: a slip's drafts are routinely for different
|
||||||
|
* amounts to different beneficiaries, and the charge is per draft rather than per slip. That is
|
||||||
|
* why the row's own AMOUNT and CHARGES fields are locked and derived from these lines while a
|
||||||
|
* slip is being built — a clerk-typed row total could disagree with the lines, and the account
|
||||||
|
* would then be debited for a figure the drafts don't add up to.
|
||||||
|
*/
|
||||||
|
ddLines?: DdSlipLine[];
|
||||||
|
/** The inventory the slip's leaflets are drawn from. The batch endpoint allocates by inventory
|
||||||
|
* rather than by leaflet, since the numbers are only picked inside its own locked transaction. */
|
||||||
|
ddInventoryId?: number;
|
||||||
|
/** Resolved funding account for a slip, captured alongside the lines for the same reason. */
|
||||||
|
ddFundingAccountId?: number;
|
||||||
|
ddFundingClientId?: number;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** One draft on a multi-DD slip — its own beneficiary, its own face value, its own charges. */
|
||||||
|
interface DdSlipLine {
|
||||||
|
beneficiaryName: string;
|
||||||
|
payableAtBranch: string;
|
||||||
|
payableAtCity: string;
|
||||||
|
faceValue: number;
|
||||||
|
chargesAmount: number;
|
||||||
}
|
}
|
||||||
|
|
||||||
interface Denomination {
|
interface Denomination {
|
||||||
@@ -1703,15 +1750,18 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
/**
|
/**
|
||||||
* Account types a clerk may fund a demand draft from.
|
* Account types a clerk may fund a demand draft from.
|
||||||
*
|
*
|
||||||
* A clerk raises a draft against a member's own balance, so the only sensible sources are the
|
* A clerk raises a draft against a member's own balance (SD/CA) or, now, against a GL account
|
||||||
* accounts a member actually holds money in. GL was offered here too, and picking it quietly
|
* directly for an institutional/holding-account draft (see isDdAccountDebitRow()) — both are
|
||||||
* switched the row onto the cash path — the one that asks for a walk-in purchaser's name and a
|
* governed, maker-checker submissions. GL used to be offered here too in a different sense: picking
|
||||||
* note-and-coin count, neither of which a clerk debiting an account has. The option is removed
|
* it quietly switched the row onto the CASHIER's walk-in cash path instead (the one that asks for a
|
||||||
* rather than validated afterwards, so the wrong path cannot be reached at all.
|
* purchaser's name and a note-and-coin count), which isDdAccountDebitRow() now disambiguates by
|
||||||
|
* role — GL means "debit this GL account" for a clerk, and still means "cash/GL purchase" for a
|
||||||
|
* cashier, who never reaches this list at all (isDdAccountDebitRow() is clerk-only).
|
||||||
*/
|
*/
|
||||||
private static readonly DD_CLERK_ACTYPS = [
|
private static readonly DD_CLERK_ACTYPS = [
|
||||||
'SD',
|
'SD',
|
||||||
'CA'
|
'CA',
|
||||||
|
'GL'
|
||||||
];
|
];
|
||||||
|
|
||||||
/**
|
/**
|
||||||
@@ -1726,6 +1776,33 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
return this.acTypOptions;
|
return this.acTypOptions;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** True while the selected row is filled from a token-driven request whose row.acTyp is a
|
||||||
|
* technical stand-in rather than the account's real type — a dividend claim or an account closure
|
||||||
|
* both set row.acTyp = 'SD' purely to route past the SHR-specific guards elsewhere on this screen
|
||||||
|
* (see onTokNoBlur()), not because the counter is paying against a savings account. The AC.TP
|
||||||
|
* dropdown must not be left editable there: it already shows the wrong value, and a cashier
|
||||||
|
* changing it further would desync the row from the request it was auto-filled from. A plain
|
||||||
|
* withdrawal-slip token is deliberately excluded — its row.acTyp is resolved to the account's real
|
||||||
|
* type there, so the normal editable control already shows it correctly and there's nothing to
|
||||||
|
* lock. */
|
||||||
|
get acTypLockedByToken(): boolean {
|
||||||
|
return !!(this.activeDividendClaimRequest || this.activeClosureRequest);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** What to show in place of the AC.TP dropdown while it's locked — the same label the account
|
||||||
|
* summary strip above already uses for each of these token pools, so the two never contradict
|
||||||
|
* each other on screen. */
|
||||||
|
get acTypLockedLabel(): string {
|
||||||
|
if (this.activeClosureRequest) {
|
||||||
|
return 'Closure';
|
||||||
|
}
|
||||||
|
if (this.activeDividendClaimRequest) {
|
||||||
|
return 'Dividend';
|
||||||
|
}
|
||||||
|
return '';
|
||||||
|
}
|
||||||
|
|
||||||
dbCrOptions = [
|
dbCrOptions = [
|
||||||
'Dr',
|
'Dr',
|
||||||
'Cr'
|
'Cr'
|
||||||
@@ -1834,6 +1911,12 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
this.loadCashVaultGl();
|
this.loadCashVaultGl();
|
||||||
this.loadDdGstPercentage();
|
this.loadDdGstPercentage();
|
||||||
this.loadSponsorBanks();
|
this.loadSponsorBanks();
|
||||||
|
this.cashierService
|
||||||
|
.getEntryTypeOptions()
|
||||||
|
.pipe(catchError(() => of([])))
|
||||||
|
.subscribe((options: any[]) => {
|
||||||
|
this.entryTypeOptions = options ?? [];
|
||||||
|
});
|
||||||
|
|
||||||
if (this.reviewMode) {
|
if (this.reviewMode) {
|
||||||
this.loadRequestIntoForm(this.reviewRequestId!, 'review');
|
this.loadRequestIntoForm(this.reviewRequestId!, 'review');
|
||||||
@@ -2321,14 +2404,21 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* TYPE=DD funded by debiting a member's savings/current account rather than by cash.
|
* TYPE=DD funded by debiting a member's savings/current account, or a GL account directly, rather
|
||||||
|
* than by cash.
|
||||||
*
|
*
|
||||||
* Clerk-only. A cashier's counter takes cash and nothing else, so offering them an account debit
|
* Clerk-only. A cashier's counter takes cash and nothing else, so offering them an account/GL debit
|
||||||
* would let a draft be raised against an account with no cash to reconcile it against — and the
|
* would let a draft be raised with no cash to reconcile it against — and the clerk flow is the one
|
||||||
* clerk flow is the one that carries a maker-checker step over the member's balance.
|
* that carries a maker-checker step over the money moved. AC.TP = GL means something different for
|
||||||
|
* a cashier's own DD row (a walk-in cash/GL purchase, see isDdCashGlRow()) — this method is checked
|
||||||
|
* first there specifically so a clerk's GL row is claimed here instead.
|
||||||
*/
|
*/
|
||||||
isDdAccountDebitRow(row: TxnRow): boolean {
|
isDdAccountDebitRow(row: TxnRow): boolean {
|
||||||
return this.isClerk && row.typ === 'DD' && (row.acTyp === 'SD' || row.acTyp === 'CA' || row.acTyp === 'CB');
|
return (
|
||||||
|
this.isClerk &&
|
||||||
|
row.typ === 'DD' &&
|
||||||
|
(row.acTyp === 'SD' || row.acTyp === 'CA' || row.acTyp === 'CB' || row.acTyp === 'GL')
|
||||||
|
);
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
@@ -2342,19 +2432,176 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
return this.isDdCashGlRow(row) || this.isDdAccountDebitRow(row);
|
return this.isDdCashGlRow(row) || this.isDdAccountDebitRow(row);
|
||||||
}
|
}
|
||||||
|
|
||||||
/** GST on DD charges only (never on the DD face value), at the admin-configured rate. */
|
/**
|
||||||
|
* Whether this row needs an Entry Type tag — a credit into a GL account, which is exactly the
|
||||||
|
* case where the money's real purpose isn't otherwise recorded anywhere (see TxnRow.entryTypeCvId).
|
||||||
|
* A debit out of a GL account, or any entry against a savings/current/share account, carries no
|
||||||
|
* such ambiguity — the account itself says what it's for.
|
||||||
|
*/
|
||||||
|
showsEntryType(row: TxnRow): boolean {
|
||||||
|
return row.acTyp === 'GL' && row.dbCr === 'Cr';
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Entry Type choices for a GL credit — the "GLEntryType" code (Admin > System > Manage Codes),
|
||||||
|
* fetched once in ngOnInit(). A code value, not a free-text field, so the day-end "group by type"
|
||||||
|
* this exists for stays reliable; an admin extends the list there, not in this file.
|
||||||
|
*/
|
||||||
|
entryTypeOptions: { id: number; name: string }[] = [];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Whether this row may raise more than one draft off a single debit.
|
||||||
|
*
|
||||||
|
* Any funding source the clerk debits: a member's savings/current account, or a GL account for an
|
||||||
|
* institutional slip. Cash is the exception the batch endpoint still refuses, and for a real
|
||||||
|
* reason rather than an arbitrary one — a slip is funded by one payment, and one counted pile of
|
||||||
|
* notes cannot be apportioned across drafts without the denomination total ceasing to prove what
|
||||||
|
* was actually taken at the counter.
|
||||||
|
*/
|
||||||
|
canRowBeMultiDd(row: TxnRow): boolean {
|
||||||
|
return this.isDdAccountDebitRow(row);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Whether the clerk has asked this row for more than one draft. */
|
||||||
|
isMultiDdRow(row: TxnRow): boolean {
|
||||||
|
return this.canRowBeMultiDd(row) && (Number(row.ddCount) || 1) > 1;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** How many drafts this row raises — always at least 1. */
|
||||||
|
ddCountFor(row: TxnRow): number {
|
||||||
|
const n = Number(row.ddCount) || 1;
|
||||||
|
return n > 1 ? n : 1;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Clamps a typed DD count into range and discards lines that no longer fit.
|
||||||
|
*
|
||||||
|
* Lowering the count after the dialog has been filled would otherwise leave lines beyond the new
|
||||||
|
* count still on the row: invisible to the clerk, but still sent at Save and still debited for.
|
||||||
|
*/
|
||||||
|
onDdCountChange(row: TxnRow, value: number): void {
|
||||||
|
const n = Math.floor(Number(value) || 1);
|
||||||
|
const previous = this.ddCountFor(row);
|
||||||
|
row.ddCount = n < 1 ? 1 : n > this.maxDdSlipLines ? this.maxDdSlipLines : n;
|
||||||
|
if (row.ddLines && row.ddLines.length !== row.ddCount) {
|
||||||
|
this.clearDdCapture(row);
|
||||||
|
}
|
||||||
|
// Moving onto a slip empties the row's own amount and charge, because on a slip they mean
|
||||||
|
// nothing: each draft carries its own face value and its own charge, entered in the dialog, and
|
||||||
|
// these two fields become the total of those. Leaving a previously typed figure sitting here
|
||||||
|
// would read as the slip's total while describing only one draft — which is exactly what showed
|
||||||
|
// ₹1,012 against four drafts of ₹1,000.
|
||||||
|
if (row.ddCount > 1 && previous <= 1) {
|
||||||
|
row.amount = null;
|
||||||
|
row.ddCharges = null;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Mirrors MAX_SLIP_LINES on the server, so an over-long slip is refused here with a clear message. */
|
||||||
|
readonly maxDdSlipLines = 20;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The run of leaflet numbers a slip will probably draw, for display only.
|
||||||
|
*
|
||||||
|
* Counts up from the next-available number, preserving its width so 000123 reads as 000124 rather
|
||||||
|
* than 124. Indicative by nature — the binding allocation happens inside the server's submit
|
||||||
|
* transaction, and a slip filed after another clerk's gets the numbers following theirs — which is
|
||||||
|
* why the dialog labels these provisional and the confirmed numbers come back on submission.
|
||||||
|
*
|
||||||
|
* A number that is not a plain run of digits (a prefixed or hyphenated series) cannot be counted
|
||||||
|
* on safely, so nothing is shown rather than something wrong.
|
||||||
|
*/
|
||||||
|
private previewDdNumbersFrom(firstDdNumber: string, count: number): string[] | undefined {
|
||||||
|
const first = (firstDdNumber || '').trim();
|
||||||
|
if (!/^\d+$/.test(first)) return undefined;
|
||||||
|
const width = first.length;
|
||||||
|
const start = Number(first);
|
||||||
|
if (!Number.isSafeInteger(start)) return undefined;
|
||||||
|
return Array.from({ length: count }, (_v, i) => String(start + i).padStart(width, '0'));
|
||||||
|
}
|
||||||
|
|
||||||
|
/** GST on a single charge figure, at the admin-configured rate. */
|
||||||
|
private ddGstOn(charges: number): number {
|
||||||
|
const c = Number(charges) || 0;
|
||||||
|
if (c <= 0) return 0;
|
||||||
|
return Math.round(c * this.ddGstPercentage) / 100;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* GST on DD charges only (never on the DD face value), at the admin-configured rate.
|
||||||
|
*
|
||||||
|
* On a slip this is the sum of each line's own GST rather than GST on the summed charges. The two
|
||||||
|
* can differ by a paisa once rounding is applied per line, and it is the per-line figure that is
|
||||||
|
* stored against each draft and posted by the server — so the row must show that same total.
|
||||||
|
*/
|
||||||
ddGstAmountFor(row: TxnRow): number {
|
ddGstAmountFor(row: TxnRow): number {
|
||||||
const charges = Number(row.ddCharges) || 0;
|
if (row.ddLines?.length) {
|
||||||
if (charges <= 0) return 0;
|
return row.ddLines.reduce((sum, l) => sum + this.ddGstOn(l.chargesAmount), 0);
|
||||||
return Math.round(charges * this.ddGstPercentage) / 100;
|
}
|
||||||
|
return this.ddGstOn(row.ddCharges ?? 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Face value of the row — the sum of every line once a slip has been captured. */
|
||||||
|
ddFaceValueFor(row: TxnRow): number {
|
||||||
|
if (row.ddLines?.length) {
|
||||||
|
return row.ddLines.reduce((sum, l) => sum + (Number(l.faceValue) || 0), 0);
|
||||||
|
}
|
||||||
|
return Number(row.amount) || 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Charges on the row — the sum of every line's own charge once a slip has been captured. */
|
||||||
|
ddChargesFor(row: TxnRow): number {
|
||||||
|
if (row.ddLines?.length) {
|
||||||
|
return row.ddLines.reduce((sum, l) => sum + (Number(l.chargesAmount) || 0), 0);
|
||||||
|
}
|
||||||
|
return Number(row.ddCharges) || 0;
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Amount + Charges + GST, rounded UP to the next whole rupee — the total collected from the customer. */
|
/** Amount + Charges + GST, rounded UP to the next whole rupee — the total collected from the customer. */
|
||||||
ddTotalPayableFor(row: TxnRow): number {
|
ddTotalPayableFor(row: TxnRow): number {
|
||||||
const amount = Number(row.amount) || 0;
|
return Math.ceil(this.ddFaceValueFor(row) + this.ddChargesFor(row) + this.ddGstAmountFor(row) - 1e-9);
|
||||||
const charges = Number(row.ddCharges) || 0;
|
}
|
||||||
const gst = this.ddGstAmountFor(row);
|
|
||||||
return Math.ceil(amount + charges + gst - 1e-9);
|
/**
|
||||||
|
* What the TOTAL field shows — a figure, or a dash while a slip has nothing to total yet.
|
||||||
|
*
|
||||||
|
* A slip whose drafts have not been entered has no total: its face values and charges live on the
|
||||||
|
* lines, and there are no lines. Showing ₹0 there would read as a real total of zero rather than
|
||||||
|
* as "not yet known", so the field says so instead.
|
||||||
|
*/
|
||||||
|
ddTotalDisplayFor(row: TxnRow): string {
|
||||||
|
if (this.isSlipAwaitingDetails(row)) {
|
||||||
|
return '—';
|
||||||
|
}
|
||||||
|
return String(this.ddTotalPayableFor(row));
|
||||||
|
}
|
||||||
|
|
||||||
|
/** GST field's text, dashed for the same reason as the total while a slip is still empty. */
|
||||||
|
ddGstDisplayFor(row: TxnRow): string {
|
||||||
|
if (this.isSlipAwaitingDetails(row)) {
|
||||||
|
return '—';
|
||||||
|
}
|
||||||
|
return this.ddGstAmountFor(row).toFixed(2);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** A slip the clerk has asked for but not yet filled in — nothing to total from. */
|
||||||
|
isSlipAwaitingDetails(row: TxnRow): boolean {
|
||||||
|
return this.isMultiDdRow(row) && !row.ddLines?.length;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Forgets a row's captured draft details, leaving the row itself intact.
|
||||||
|
*
|
||||||
|
* Both shapes are cleared together on purpose: a row carrying a stale ddDetails alongside fresh
|
||||||
|
* ddLines (or the reverse) would be read by whichever of the two Save paths it reached first, and
|
||||||
|
* the clerk would have no way of seeing which one went.
|
||||||
|
*/
|
||||||
|
private clearDdCapture(row: TxnRow): void {
|
||||||
|
row.ddDetails = undefined;
|
||||||
|
row.ddLines = undefined;
|
||||||
|
row.ddInventoryId = undefined;
|
||||||
|
row.ddFundingAccountId = undefined;
|
||||||
|
row.ddFundingClientId = undefined;
|
||||||
}
|
}
|
||||||
|
|
||||||
get isSelectedRowDdCashGl(): boolean {
|
get isSelectedRowDdCashGl(): boolean {
|
||||||
@@ -2395,11 +2642,22 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
]);
|
]);
|
||||||
return;
|
return;
|
||||||
}
|
}
|
||||||
|
// On a slip the face value lives on each line, typed in the dialog that is about to open — the
|
||||||
|
// row's own AMOUNT is the sum of those lines and cannot exist yet. Demanding it here would make
|
||||||
|
// a slip impossible to start.
|
||||||
|
const isSlip = this.isMultiDdRow(row);
|
||||||
const faceValue = Number(row.amount);
|
const faceValue = Number(row.amount);
|
||||||
if (!faceValue || faceValue <= 0) {
|
if (!isSlip && (!faceValue || faceValue <= 0)) {
|
||||||
this.showAlert('error', 'Invalid Amount', ['Please enter the DD Face Value amount before proceeding.']);
|
this.showAlert('error', 'Invalid Amount', ['Please enter the DD Face Value amount before proceeding.']);
|
||||||
return;
|
return;
|
||||||
}
|
}
|
||||||
|
if (isSlip && !this.isDdAccountDebitRow(row)) {
|
||||||
|
this.showAlert('error', 'Multiple DDs Not Available', [
|
||||||
|
'More than one draft can only be raised against a member savings or current account.',
|
||||||
|
'Set NO. OF DD back to 1 for this row.'
|
||||||
|
]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
const chargesAmount = Number(row.ddCharges) || 0;
|
const chargesAmount = Number(row.ddCharges) || 0;
|
||||||
const gstAmount = this.ddGstAmountFor(row);
|
const gstAmount = this.ddGstAmountFor(row);
|
||||||
const totalCashPayable = this.ddTotalPayableFor(row);
|
const totalCashPayable = this.ddTotalPayableFor(row);
|
||||||
@@ -2408,19 +2666,24 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
// An account-funded draft needs the account resolved to a Fineract id before it can be sent:
|
// An account-funded draft needs the account resolved to a Fineract id before it can be sent:
|
||||||
// the server takes a savings/current account id and a client id, not the typed number. Both are
|
// the server takes a savings/current account id and a client id, not the typed number. Both are
|
||||||
// filled in by the A/C NO. lookup, so an unresolved account means the number was never found.
|
// filled in by the A/C NO. lookup, so an unresolved account means the number was never found.
|
||||||
|
// A GL-funded draft is the exception: a GL account is never tied to a client at all (see
|
||||||
|
// fetchAllDetails() — GL rows never populate rowClientIds), so only the account id is required.
|
||||||
|
const isGlDebit = accountDebit && row.acTyp === 'GL';
|
||||||
let fundingAccountId: number | null = null;
|
let fundingAccountId: number | null = null;
|
||||||
let fundingClientId: number | null = null;
|
let fundingClientId: number | null = null;
|
||||||
if (accountDebit) {
|
if (accountDebit) {
|
||||||
const acNo = (row.acNo || '').trim();
|
const acNo = (row.acNo || '').trim();
|
||||||
if (!acNo) {
|
if (!acNo) {
|
||||||
this.showAlert('error', 'Account Required', [
|
this.showAlert('error', 'Account Required', [
|
||||||
'Enter the account number the Demand Draft is funded from.'
|
isGlDebit
|
||||||
|
? 'Enter the GL account the Demand Draft is funded from.'
|
||||||
|
: 'Enter the account number the Demand Draft is funded from.'
|
||||||
]);
|
]);
|
||||||
return;
|
return;
|
||||||
}
|
}
|
||||||
fundingAccountId = this.rowAccountIds[acNo] ?? null;
|
fundingAccountId = this.rowAccountIds[acNo] ?? null;
|
||||||
fundingClientId = this.rowClientIds[acNo] ?? null;
|
fundingClientId = isGlDebit ? null : (this.rowClientIds[acNo] ?? null);
|
||||||
if (!fundingAccountId || !fundingClientId) {
|
if (!fundingAccountId || (!isGlDebit && !fundingClientId)) {
|
||||||
this.showAlert('error', 'Account Not Found', [
|
this.showAlert('error', 'Account Not Found', [
|
||||||
`Account ${acNo} could not be resolved.`,
|
`Account ${acNo} could not be resolved.`,
|
||||||
'Check the account number and wait for its details to load before raising the draft.'
|
'Check the account number and wait for its details to load before raising the draft.'
|
||||||
@@ -2430,8 +2693,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
|
|
||||||
// Only a cash draft has notes to reconcile. An account debit takes no cash at the counter, so a
|
// Only a cash draft has notes to reconcile. An account debit takes no cash at the counter, so a
|
||||||
// denomination count left over from an earlier row must not be checked against it.
|
// denomination count left over from an earlier row must not be checked against it. A slip is
|
||||||
if (!accountDebit && this.denominationTotal > 0 && Math.abs(this.denominationTotal - totalCashPayable) > 0.005) {
|
// always an account debit, and its total is not known until the dialog is filled in either.
|
||||||
|
if (
|
||||||
|
!accountDebit &&
|
||||||
|
!isSlip &&
|
||||||
|
this.denominationTotal > 0 &&
|
||||||
|
Math.abs(this.denominationTotal - totalCashPayable) > 0.005
|
||||||
|
) {
|
||||||
this.showAlert('error', 'Denomination Mismatch', [
|
this.showAlert('error', 'Denomination Mismatch', [
|
||||||
`Cash denomination counted (₹${this.denominationTotal}) does not match total payable cash (₹${totalCashPayable}).`,
|
`Cash denomination counted (₹${this.denominationTotal}) does not match total payable cash (₹${totalCashPayable}).`,
|
||||||
'Please verify and match the physical cash denomination count.'
|
'Please verify and match the physical cash denomination count.'
|
||||||
@@ -2454,8 +2723,19 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
const selectedBank = this.sponsorBanks.find((b: any) => b.id === row.sponsorBankId);
|
const selectedBank = this.sponsorBanks.find((b: any) => b.id === row.sponsorBankId);
|
||||||
const branchName = this.branchNameFor(row.br) || 'Branch ' + row.br;
|
const branchName = this.branchNameFor(row.br) || 'Branch ' + row.br;
|
||||||
|
|
||||||
|
// A slip is allocated by inventory, not leaflet: the server picks the whole run inside its
|
||||||
|
// own locked transaction. Without the inventory behind this branch's next-available leaflet
|
||||||
|
// there is nothing to allocate from, so the slip is refused here rather than at submit.
|
||||||
|
if (isSlip && !leaflet.inventoryId) {
|
||||||
|
this.showAlert('error', 'DD Inventory Not Identified', [
|
||||||
|
'The DD inventory behind this branch and sponsor bank could not be identified, so multiple drafts cannot be allocated together.',
|
||||||
|
'Set NO. OF DD back to 1, or ask an administrator to check the DD inventory registration.'
|
||||||
|
]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
const dialogRef = this.dialog.open(CashierIssueDdDialogComponent, {
|
const dialogRef = this.dialog.open(CashierIssueDdDialogComponent, {
|
||||||
width: '600px',
|
width: isSlip ? '760px' : '600px',
|
||||||
disableClose: true,
|
disableClose: true,
|
||||||
data: {
|
data: {
|
||||||
leaflet,
|
leaflet,
|
||||||
@@ -2468,7 +2748,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
totalCashPayable,
|
totalCashPayable,
|
||||||
paymentMethod: accountDebit ? ('ACCOUNT_DEBIT' as const) : ('CASH' as const),
|
paymentMethod: accountDebit ? ('ACCOUNT_DEBIT' as const) : ('CASH' as const),
|
||||||
accountNo: accountDebit ? row.acNo : undefined,
|
accountNo: accountDebit ? row.acNo : undefined,
|
||||||
accountHolderName: accountDebit ? this.rowAccountNames[(row.acNo || '').trim()] : undefined
|
accountHolderName: accountDebit ? this.rowAccountNames[(row.acNo || '').trim()] : undefined,
|
||||||
|
ddCount: isSlip ? this.ddCountFor(row) : undefined,
|
||||||
|
glFunded: isGlDebit,
|
||||||
|
previewDdNumbers: isSlip ? this.previewDdNumbersFrom(leaflet.ddNumber, this.ddCountFor(row)) : undefined
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
|
|
||||||
@@ -2477,6 +2760,31 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
// review the entered details, and no way to abandon them either.
|
// review the entered details, and no way to abandon them either.
|
||||||
dialogRef.afterClosed().subscribe((result) => {
|
dialogRef.afterClosed().subscribe((result) => {
|
||||||
if (!result) return;
|
if (!result) return;
|
||||||
|
|
||||||
|
// A slip records its lines instead of a single beneficiary, and takes the row's AMOUNT and
|
||||||
|
// CHARGES with it: from here on those two are the sum of the lines, shown read-only, so a
|
||||||
|
// clerk cannot leave a row total behind that disagrees with what the drafts add up to.
|
||||||
|
if (result.lines) {
|
||||||
|
this.clearDdCapture(row);
|
||||||
|
row.ddLines = result.lines;
|
||||||
|
row.ddInventoryId = leaflet.inventoryId;
|
||||||
|
row.ddFundingAccountId = fundingAccountId!;
|
||||||
|
// Null on a GL slip, which is raised against no member at all.
|
||||||
|
row.ddFundingClientId = fundingClientId ?? undefined;
|
||||||
|
row.amount = this.ddFaceValueFor(row);
|
||||||
|
row.ddCharges = this.ddChargesFor(row);
|
||||||
|
this.showAlert('success', 'Slip Details Captured', [
|
||||||
|
`${result.lines.length} demand drafts captured in favour of ${result.lines
|
||||||
|
.map((l: DdSlipLine) => l.beneficiaryName)
|
||||||
|
.join(', ')}.`,
|
||||||
|
`₹${this.ddTotalPayableFor(row)} will be debited from ${isGlDebit ? 'GL account ' : ''}${row.acNo} as a single ${
|
||||||
|
isGlDebit ? 'journal entry' : 'transaction'
|
||||||
|
} once a checker approves.`,
|
||||||
|
'DD numbers are allocated on submission. Press Save to send this slip for approval.'
|
||||||
|
]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
row.ddDetails = {
|
row.ddDetails = {
|
||||||
leafletId: leaflet.id,
|
leafletId: leaflet.id,
|
||||||
ddNumber: leaflet.ddNumber,
|
ddNumber: leaflet.ddNumber,
|
||||||
@@ -2510,29 +2818,32 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Raises a Demand Draft funded by debiting a member's savings or current account.
|
* Raises a Demand Draft funded by debiting a member's savings/current account, or a GL account
|
||||||
|
* directly.
|
||||||
*
|
*
|
||||||
* Clerk-only, and a maker-checker request like the cash flow: nothing is debited here. The member's
|
* Clerk-only, and a maker-checker request like the cash flow: nothing is debited here. The
|
||||||
* account is only touched when a checker approves, which is also when the balance is re-checked —
|
* account/GL is only touched when a checker approves, which for a member account is also when the
|
||||||
* so a draft raised against a sufficient balance can still be refused if the balance has since
|
* balance is re-checked — so a draft raised against a sufficient balance can still be refused if
|
||||||
* gone. No denominations are sent, because no cash is taken.
|
* the balance has since gone (a GL account carries no such balance check). No denominations are
|
||||||
|
* sent, because no cash is taken.
|
||||||
*
|
*
|
||||||
* The account goes in savingsAccountId or currentAccountId, never both: the server insists on
|
* The funding account goes in exactly one of savingsAccountId, currentAccountId or glAccountId: the
|
||||||
* exactly one, since which table the account lives in decides which control GL is debited.
|
* server insists on exactly one, since which one decides what gets debited on approval.
|
||||||
*/
|
*/
|
||||||
private submitAccountDebitDd(
|
private submitAccountDebitDd(
|
||||||
row: TxnRow,
|
row: TxnRow,
|
||||||
leaflet: any,
|
leaflet: any,
|
||||||
beneficiaryData: any,
|
beneficiaryData: any,
|
||||||
fundingAccountId: number,
|
fundingAccountId: number,
|
||||||
fundingClientId: number
|
fundingClientId: number | null
|
||||||
): void {
|
): void {
|
||||||
const d = new Date();
|
const d = new Date();
|
||||||
const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB';
|
const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB';
|
||||||
|
const isGl = row.acTyp === 'GL';
|
||||||
|
|
||||||
const payload = {
|
const payload = {
|
||||||
clientId: fundingClientId,
|
clientId: isGl ? undefined : (fundingClientId ?? undefined),
|
||||||
beneficiaryName: beneficiaryData.beneficiaryName,
|
beneficiaryName: beneficiaryData.beneficiaryName,
|
||||||
payableAtBranch: beneficiaryData.payableAtBranch,
|
payableAtBranch: beneficiaryData.payableAtBranch,
|
||||||
payableAtCity: beneficiaryData.payableAtCity,
|
payableAtCity: beneficiaryData.payableAtCity,
|
||||||
@@ -2540,9 +2851,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
chargesAmount: Number(row.ddCharges) || 0,
|
chargesAmount: Number(row.ddCharges) || 0,
|
||||||
issuingBranchId: row.br,
|
issuingBranchId: row.br,
|
||||||
issuedDate,
|
issuedDate,
|
||||||
paymentMethod: 'ACCOUNT_DEBIT' as const,
|
paymentMethod: (isGl ? 'GL' : 'ACCOUNT_DEBIT') as 'GL' | 'ACCOUNT_DEBIT',
|
||||||
savingsAccountId: isCurrent ? undefined : fundingAccountId,
|
savingsAccountId: isGl || isCurrent ? undefined : fundingAccountId,
|
||||||
currentAccountId: isCurrent ? fundingAccountId : undefined
|
currentAccountId: isGl || !isCurrent ? undefined : fundingAccountId,
|
||||||
|
glAccountId: isGl ? fundingAccountId : undefined
|
||||||
};
|
};
|
||||||
|
|
||||||
this.saving = true;
|
this.saving = true;
|
||||||
@@ -2576,7 +2888,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
* got none has no way of telling which row was missing.
|
* got none has no way of telling which row was missing.
|
||||||
*/
|
*/
|
||||||
private saveDdRows(ddRows: TxnRow[]): void {
|
private saveDdRows(ddRows: TxnRow[]): void {
|
||||||
const unfilled = ddRows.filter((r) => !r.ddDetails);
|
const unfilled = ddRows.filter((r) => !r.ddDetails && !r.ddLines?.length);
|
||||||
if (unfilled.length > 0) {
|
if (unfilled.length > 0) {
|
||||||
this.showAlert('error', 'DD Details Not Entered', [
|
this.showAlert('error', 'DD Details Not Entered', [
|
||||||
unfilled.length === 1
|
unfilled.length === 1
|
||||||
@@ -2588,6 +2900,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
|
|
||||||
for (const row of ddRows) {
|
for (const row of ddRows) {
|
||||||
|
// A slip goes to the batch endpoint, which allocates its leaflets and posts one debit for the
|
||||||
|
// whole run. Sending its lines one at a time through the single-DD endpoint would debit the
|
||||||
|
// member once per draft — the very thing a slip exists to avoid.
|
||||||
|
if (row.ddLines?.length) {
|
||||||
|
this.submitDdSlip(row);
|
||||||
|
continue;
|
||||||
|
}
|
||||||
|
|
||||||
const details = row.ddDetails!;
|
const details = row.ddDetails!;
|
||||||
const leaflet = { id: details.leafletId, ddNumber: details.ddNumber };
|
const leaflet = { id: details.leafletId, ddNumber: details.ddNumber };
|
||||||
if (this.isDdAccountDebitRow(row)) {
|
if (this.isDdAccountDebitRow(row)) {
|
||||||
@@ -2615,6 +2935,99 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Submits a multi-DD slip: several drafts raised together against one debit of the member's
|
||||||
|
* account.
|
||||||
|
*
|
||||||
|
* Maker-checker like the single-draft flow, and nothing is debited here. On approval the server
|
||||||
|
* withdraws the combined face value, charges and GST of every line as ONE transaction and posts
|
||||||
|
* one journal entry against it, then issues each draft — so the member's passbook carries a single
|
||||||
|
* entry naming all the DD numbers rather than one entry per draft. The checker approves or rejects
|
||||||
|
* the slip whole; there is no approving four drafts out of five.
|
||||||
|
*
|
||||||
|
* The leaflets are not chosen here. The server allocates the run inside its own locked transaction
|
||||||
|
* and returns which number went to which line, which is the only point at which the numbers are
|
||||||
|
* real — two clerks submitting at the same moment can therefore never be handed the same one.
|
||||||
|
*/
|
||||||
|
private submitDdSlip(row: TxnRow): void {
|
||||||
|
const lines = row.ddLines ?? [];
|
||||||
|
const inventoryId = row.ddInventoryId;
|
||||||
|
const fundingAccountId = row.ddFundingAccountId;
|
||||||
|
const fundingClientId = row.ddFundingClientId;
|
||||||
|
|
||||||
|
const isGl = row.acTyp === 'GL';
|
||||||
|
|
||||||
|
// Re-checked at Save, not just when the details were captured: the row's TYPE, AC.TP or account
|
||||||
|
// number can all be edited afterwards, and a slip that has drifted onto a cash row is one the
|
||||||
|
// batch endpoint refuses outright. A GL slip is raised against no member, so it carries no
|
||||||
|
// client id and none is required of it — the same asymmetry as the single-draft GL path.
|
||||||
|
if (!inventoryId || !fundingAccountId || (!isGl && !fundingClientId) || !this.canRowBeMultiDd(row)) {
|
||||||
|
this.showAlert('error', 'Slip Cannot Be Submitted', [
|
||||||
|
'This row has changed since its drafts were captured, so the slip no longer matches it.',
|
||||||
|
'Open "Fill DD Details" again and re-enter the drafts.'
|
||||||
|
]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const d = new Date();
|
||||||
|
const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
|
const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB';
|
||||||
|
|
||||||
|
// The funding source goes in exactly one of savingsAccountId, currentAccountId or glAccountId,
|
||||||
|
// as the single-draft path does: which one is set is what decides the debit leg on approval.
|
||||||
|
const payload = {
|
||||||
|
clientId: isGl ? undefined : fundingClientId,
|
||||||
|
issuingBranchId: row.br,
|
||||||
|
issuedDate,
|
||||||
|
paymentMethod: (isGl ? 'GL' : 'ACCOUNT_DEBIT') as 'GL' | 'ACCOUNT_DEBIT',
|
||||||
|
savingsAccountId: isGl || isCurrent ? undefined : fundingAccountId,
|
||||||
|
currentAccountId: !isGl && isCurrent ? fundingAccountId : undefined,
|
||||||
|
glAccountId: isGl ? fundingAccountId : undefined,
|
||||||
|
lines: lines.map((l) => ({
|
||||||
|
beneficiaryName: l.beneficiaryName,
|
||||||
|
payableAtBranch: l.payableAtBranch,
|
||||||
|
payableAtCity: l.payableAtCity,
|
||||||
|
faceValue: Number(l.faceValue),
|
||||||
|
chargesAmount: Number(l.chargesAmount) || 0
|
||||||
|
}))
|
||||||
|
};
|
||||||
|
|
||||||
|
const totalDebited = this.ddTotalPayableFor(row);
|
||||||
|
const accountNo = row.acNo;
|
||||||
|
|
||||||
|
this.saving = true;
|
||||||
|
this.sponsorDDService.submitIssueRequestBatch(inventoryId, payload).subscribe({
|
||||||
|
next: (result: any) => {
|
||||||
|
this.saving = false;
|
||||||
|
// The allocated numbers, named back to the clerk. Until this response they were provisional,
|
||||||
|
// and these are what the customer's drafts will actually carry.
|
||||||
|
const allocated = (result?.lines ?? [])
|
||||||
|
.map((l: any) => `${l.ddNumber} · ${l.beneficiaryName} · ₹${l.faceValue}`)
|
||||||
|
.join('\n');
|
||||||
|
this.showAlert('success', 'DD Slip Submitted', [
|
||||||
|
`Slip of ${lines.length} demand drafts submitted successfully.`,
|
||||||
|
allocated || `${lines.length} drafts allocated.`,
|
||||||
|
`₹${totalDebited} will be debited from ${accountNo} as a single transaction on approval.`,
|
||||||
|
'Sent to Manager / Head Cashier for maker-checker approval of the whole slip.'
|
||||||
|
]);
|
||||||
|
row.amount = null;
|
||||||
|
row.ddCharges = null;
|
||||||
|
row.description = '';
|
||||||
|
row.ddCount = 1;
|
||||||
|
// Cleared with the row, as the single-draft paths do: leaving the lines behind would let a
|
||||||
|
// second Save raise the same slip again against leaflets already allocated.
|
||||||
|
this.clearDdCapture(row);
|
||||||
|
},
|
||||||
|
error: (err) => {
|
||||||
|
this.saving = false;
|
||||||
|
this.showAlert('error', 'DD Slip Submission Failed', [
|
||||||
|
err.error?.message || err.message,
|
||||||
|
'No drafts were issued and nothing has been debited — the whole slip was refused together.'
|
||||||
|
]);
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
private submitWalkinCashDd(row: TxnRow, leaflet: any, purchaserData: any): void {
|
private submitWalkinCashDd(row: TxnRow, leaflet: any, purchaserData: any): void {
|
||||||
// Read through countFor, which knows the map is keyed by kind:value. Indexing by d.id looked
|
// Read through countFor, which knows the map is keyed by kind:value. Indexing by d.id looked
|
||||||
// right but matched nothing, so every cash DD went in with no breakdown at all and its money
|
// right but matched nothing, so every cash DD went in with no breakdown at all and its money
|
||||||
@@ -2802,7 +3215,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
// Without this the backend defaults every request from this screen to DISBURSEMENT — a
|
// Without this the backend defaults every request from this screen to DISBURSEMENT — a
|
||||||
// Collection or Fund Transfer submitted here was being saved (and shown in the checker's
|
// Collection or Fund Transfer submitted here was being saved (and shown in the checker's
|
||||||
// inbox) as a plain Disbursement.
|
// inbox) as a plain Disbursement.
|
||||||
requestType: isCollectionMode ? 'COLLECTION' : isFundTransfer ? 'FUND_TRANSFER' : 'DISBURSEMENT'
|
requestType: isCollectionMode ? 'COLLECTION' : isFundTransfer ? 'FUND_TRANSFER' : 'DISBURSEMENT',
|
||||||
|
// Same ambiguity as a cashier Receipt — a Collection credits a GL account picked by hand.
|
||||||
|
// See TxnRow.entryTypeCvId.
|
||||||
|
...(isCollectionMode ? { entryTypeCvId: crRows[0]?.entryTypeCvId || null } : {})
|
||||||
};
|
};
|
||||||
|
|
||||||
this.saving = true;
|
this.saving = true;
|
||||||
@@ -3044,6 +3460,168 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
);
|
);
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Share redemption settled to a GL account the clerk picks on the CR row, instead of the
|
||||||
|
* member's linked savings account — mirrors submitShareRedemptionTransfer() above, but the
|
||||||
|
* credit side is any GL account (e.g. a "DD Payable" holding account), not a fixed linked
|
||||||
|
* account, so there is no "must match the linked account" check here.
|
||||||
|
*/
|
||||||
|
private submitShareGlSettlementTransfer(shareRow: TxnRow, glRow: TxnRow): void {
|
||||||
|
// Belt-and-braces: the TXN TP. dropdown already hides cash payment types for AC.TP = SHR (see
|
||||||
|
// paymentTypesForRow()), but re-check here too in case the payment type was set before that
|
||||||
|
// filter applied.
|
||||||
|
const settlementPaymentType = this.paymentTypes.find((p: any) => p.id === glRow.paymentTypeId);
|
||||||
|
if (!glRow.paymentTypeId) {
|
||||||
|
this.showAlert('error', 'Settlement Payment Type Required', [
|
||||||
|
'Select a Payment Type on the CR (GL account) row — it governs how the settlement credit posts.'
|
||||||
|
]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
if (settlementPaymentType?.isCashPayment) {
|
||||||
|
this.showAlert('error', 'Cash Not Allowed for Share Transactions', [
|
||||||
|
'Share redemption settlement is always a book-transfer, never cash.',
|
||||||
|
'Select Transfer as the Payment Type on the CR row.'
|
||||||
|
]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const shareAccountId = this.rowAccountIds[shareRow.acNo];
|
||||||
|
if (!shareAccountId) {
|
||||||
|
this.showAlert('error', 'Share Account Not Loaded', [`Please load account details for: ${shareRow.acNo}`]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const settlementGlAccountId = this.rowAccountIds[glRow.acNo];
|
||||||
|
if (!settlementGlAccountId) {
|
||||||
|
this.showAlert('error', 'GL Account Not Loaded', [`Please load account details for: ${glRow.acNo}`]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const shares = Number(shareRow.amount) || 0;
|
||||||
|
if (shares <= 0) {
|
||||||
|
this.showAlert('error', 'Share No. Required', ['Enter the number of shares to withdraw (greater than zero).']);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
if (!shareRow.resolutionNumber?.trim()) {
|
||||||
|
this.showAlert('error', 'Board Resolution Number Required', [
|
||||||
|
'A share withdrawal must be authorised by a Board Resolution.'
|
||||||
|
]);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
if (!shareRow.meetingDate) {
|
||||||
|
this.showAlert('error', 'Date of Meeting Required', ['Enter the Board meeting date that passed the resolution.']);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const today = new Date();
|
||||||
|
const requestedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
|
||||||
|
|
||||||
|
// Full snapshot of the CR (settlement) row exactly as the clerk filled it in — saved verbatim
|
||||||
|
// for audit purposes, same as the linked-savings path above.
|
||||||
|
const settlementRowSnapshot = {
|
||||||
|
branch: glRow.br,
|
||||||
|
accountType: glRow.acTyp,
|
||||||
|
accountNo: glRow.acNo,
|
||||||
|
ecsAccountNo: glRow.ecsAcNo || null,
|
||||||
|
dbCr: glRow.dbCr,
|
||||||
|
amount: glRow.amount ?? null,
|
||||||
|
chequeNo: glRow.chequeNo || null,
|
||||||
|
chequeDate: glRow.cheqDate || null,
|
||||||
|
tokenNo: glRow.tokNo || null,
|
||||||
|
description: glRow.description || null,
|
||||||
|
bankName: glRow.bankName || null,
|
||||||
|
routingCode: glRow.routingCode || null,
|
||||||
|
paymentTypeId: glRow.paymentTypeId,
|
||||||
|
paymentTypeName: settlementPaymentType?.name ?? null
|
||||||
|
};
|
||||||
|
|
||||||
|
const payload = {
|
||||||
|
shareAccountId,
|
||||||
|
accountNo: shareRow.acNo,
|
||||||
|
clientId: this.rowClientIds[shareRow.acNo] ?? null,
|
||||||
|
clientName: this.rowAccountNames[shareRow.acNo] ?? null,
|
||||||
|
requestedShares: shares,
|
||||||
|
requestedDate,
|
||||||
|
resolutionNumber: shareRow.resolutionNumber.trim(),
|
||||||
|
meetingDate: shareRow.meetingDate,
|
||||||
|
description: shareRow.description || null,
|
||||||
|
settlementPaymentTypeId: glRow.paymentTypeId,
|
||||||
|
settlementRowSnapshot,
|
||||||
|
settlementMode: 'GL',
|
||||||
|
settlementGlAccountId
|
||||||
|
};
|
||||||
|
|
||||||
|
const sharePrice = this.rowSharePrices[shareRow.acNo] ?? 0;
|
||||||
|
const currentHolding = this.rowShareHoldings[shareRow.acNo] ?? 0;
|
||||||
|
const remainingShares = currentHolding - shares;
|
||||||
|
const willCloseAccount = remainingShares <= 0;
|
||||||
|
const confirmLines = [
|
||||||
|
`Share Account: ${shareRow.acNo} · Client: ${this.rowAccountNames[shareRow.acNo] ?? '—'}`,
|
||||||
|
`Shares to Withdraw: ${shares} @ ₹${sharePrice.toLocaleString('en-IN', { minimumFractionDigits: 2 })} = ₹${(shares * sharePrice).toLocaleString('en-IN', { minimumFractionDigits: 2 })}`,
|
||||||
|
`Remaining Shares After Withdrawal: ${Math.max(remainingShares, 0)}`,
|
||||||
|
...(willCloseAccount
|
||||||
|
? ['⚠ All shares withdrawn — this account will be CLOSED automatically when the Manager approves.']
|
||||||
|
: []),
|
||||||
|
`Board Resolution No.: ${payload.resolutionNumber}`,
|
||||||
|
`Date of Meeting: ${payload.meetingDate}`,
|
||||||
|
`Settlement Credit To (GL): ${glRow.acNo}`,
|
||||||
|
`Settlement Payment Type: ${settlementPaymentType?.name ?? '—'}`,
|
||||||
|
...(settlementRowSnapshot.description ? [`CR Row Remarks: ${settlementRowSnapshot.description}`] : []),
|
||||||
|
'',
|
||||||
|
willCloseAccount
|
||||||
|
? 'Pending Manager approval — redemption, settlement and account closure all post together on approval.'
|
||||||
|
: 'Pending Manager approval — redemption and settlement both post together on approval.'
|
||||||
|
];
|
||||||
|
this.showConfirmAlert('info', 'Confirm Share Withdrawal Request', confirmLines, 'Submit for Approval', () =>
|
||||||
|
this.doSubmitShareGlSettlementTransfer(payload, shareRow, shares, glRow.acNo)
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
private doSubmitShareGlSettlementTransfer(
|
||||||
|
payload: Record<string, unknown>,
|
||||||
|
shareRow: TxnRow,
|
||||||
|
shares: number,
|
||||||
|
glAcNo: string
|
||||||
|
): void {
|
||||||
|
this.saving = true;
|
||||||
|
this.clerkShareWithdrawalService
|
||||||
|
.submit(payload)
|
||||||
|
.pipe(
|
||||||
|
catchError((err: any) => {
|
||||||
|
const msg =
|
||||||
|
err?.error?.errors?.[0]?.defaultUserMessage ??
|
||||||
|
err?.error?.developerMessage ??
|
||||||
|
err?.error?.defaultUserMessage ??
|
||||||
|
'Share withdrawal submission failed. Please try again.';
|
||||||
|
this.showAlert('error', 'Submission Failed', [msg]);
|
||||||
|
this.saving = false;
|
||||||
|
return of(null);
|
||||||
|
})
|
||||||
|
)
|
||||||
|
.subscribe((res: any) => {
|
||||||
|
this.saving = false;
|
||||||
|
if (res) {
|
||||||
|
const willCloseAccount = (this.rowShareHoldings[shareRow.acNo] ?? 0) - shares <= 0;
|
||||||
|
this.showAlert('success', 'Share Withdrawal Submitted', [
|
||||||
|
`${shares} share(s) from ${shareRow.acNo} → settlement to GL ${glAcNo} on approval.`,
|
||||||
|
willCloseAccount
|
||||||
|
? 'Pending Manager approval — this will close the share account, since all shares will be withdrawn. Track status in "My Share Requests".'
|
||||||
|
: 'Pending Manager approval. Track status in "My Share Requests".'
|
||||||
|
]);
|
||||||
|
this.rows = [];
|
||||||
|
this.rowAccountIds = {};
|
||||||
|
this.rowAccountNames = {};
|
||||||
|
this.rowSharePrices = {};
|
||||||
|
this.rowClientIds = {};
|
||||||
|
this.rowLinkedSavingsAcNo = {};
|
||||||
|
this.rowShareHoldings = {};
|
||||||
|
this.addRow();
|
||||||
|
this.selectedRow = this.rows[0];
|
||||||
|
this.accountDetails = null;
|
||||||
|
this.clientDetails = null;
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
private doSubmitShareRedemptionTransfer(
|
private doSubmitShareRedemptionTransfer(
|
||||||
payload: Record<string, unknown>,
|
payload: Record<string, unknown>,
|
||||||
shareRow: TxnRow,
|
shareRow: TxnRow,
|
||||||
@@ -3103,13 +3681,12 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
.pipe(
|
.pipe(
|
||||||
catchError((err: any) => {
|
catchError((err: any) => {
|
||||||
// Not a withdrawal-request token at all (as opposed to PENDING/WITHDRAWN/REJECTED,
|
// Not a withdrawal-request token at all (as opposed to PENDING/WITHDRAWN/REJECTED,
|
||||||
// which are legitimate matches with their own specific error) — try the dividend
|
// which are legitimate matches with their own specific error) — try the account-closure
|
||||||
// cash-claim pool, then the account-closure pool, before giving up: all three share
|
// pool before giving up: both share the same TOK. NO. field at this counter. A dividend
|
||||||
// the same TOK. NO. field at this counter.
|
// claim was once a third pool here, but a dividend never actually pays out in cash over
|
||||||
|
// this counter — it only ever settles through a Demand Draft, which is its own DD
|
||||||
|
// issuance request and its own token, so looking one up here could only ever 404.
|
||||||
if (err?.status === 404) {
|
if (err?.status === 404) {
|
||||||
return this.dividendClaimRequestService.getByToken(token).pipe(
|
|
||||||
catchError((divErr: any) => {
|
|
||||||
if (divErr?.status === 404) {
|
|
||||||
return this.closureRequestService.getByToken(token).pipe(
|
return this.closureRequestService.getByToken(token).pipe(
|
||||||
catchError((closeErr: any) => {
|
catchError((closeErr: any) => {
|
||||||
this.loadingWithdrawal = false;
|
this.loadingWithdrawal = false;
|
||||||
@@ -3124,19 +3701,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
);
|
);
|
||||||
}
|
}
|
||||||
this.loadingWithdrawal = false;
|
this.loadingWithdrawal = false;
|
||||||
const msg: string =
|
|
||||||
divErr?.error?.message ??
|
|
||||||
divErr?.error?.errors?.[0]?.defaultUserMessage ??
|
|
||||||
`Token '${token}' could not be verified. Please try again.`;
|
|
||||||
this.showAlert('error', `Token '${token}'`, [msg]);
|
|
||||||
return of(null);
|
|
||||||
}),
|
|
||||||
// Only tag a result that actually came from the dividend pool — a closure hit
|
|
||||||
// recovered by the inner fallback above is already tagged and must stay that way.
|
|
||||||
map((divReq: any) => (divReq && !divReq.__closureRequest ? { __dividendClaim: true, ...divReq } : divReq))
|
|
||||||
);
|
|
||||||
}
|
|
||||||
this.loadingWithdrawal = false;
|
|
||||||
const msg: string =
|
const msg: string =
|
||||||
err?.error?.message ??
|
err?.error?.message ??
|
||||||
err?.error?.errors?.[0]?.defaultUserMessage ??
|
err?.error?.errors?.[0]?.defaultUserMessage ??
|
||||||
@@ -3159,7 +3723,16 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
this.clientDetails = null;
|
this.clientDetails = null;
|
||||||
this.accountError = '';
|
this.accountError = '';
|
||||||
row.acNo = req.client_name ?? 'Dividend Claim #' + req.id;
|
row.acNo = req.client_name ?? 'Dividend Claim #' + req.id;
|
||||||
|
// Marks this acNo as already resolved, the same way loadAccountDetails() itself would —
|
||||||
|
// without it, the next click into this row (onRowSelect) sees an acNo that was never
|
||||||
|
// "loaded" and re-searches for a real account matching this stub string, which can land
|
||||||
|
// on an unrelated real account whose number happens to share a suffix with it.
|
||||||
|
this.lastLoadedAcNo = row.acNo;
|
||||||
row.acTyp = 'SD';
|
row.acTyp = 'SD';
|
||||||
|
// Every token-driven row is cash leaving the branch to a member, which is what the
|
||||||
|
// Payment register is for — not what this row's TYPE happened to default to before the
|
||||||
|
// token was entered.
|
||||||
|
row.typ = 'Payment';
|
||||||
row.amount = Number(req.amount) || null;
|
row.amount = Number(req.amount) || null;
|
||||||
row.dbCr = 'Dr';
|
row.dbCr = 'Dr';
|
||||||
this.selectedRow = row;
|
this.selectedRow = row;
|
||||||
@@ -3181,7 +3754,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
this.clientDetails = null;
|
this.clientDetails = null;
|
||||||
this.accountError = '';
|
this.accountError = '';
|
||||||
row.acNo = req.account_no ?? '';
|
row.acNo = req.account_no ?? '';
|
||||||
|
// See the same line in the dividend-claim branch above for why this is required.
|
||||||
|
this.lastLoadedAcNo = row.acNo;
|
||||||
row.acTyp = 'SD';
|
row.acTyp = 'SD';
|
||||||
|
row.typ = 'Payment';
|
||||||
row.amount = Number(req.cashier_disbursed_amount) || null;
|
row.amount = Number(req.cashier_disbursed_amount) || null;
|
||||||
row.dbCr = 'Dr';
|
row.dbCr = 'Dr';
|
||||||
// A closure request stores payment_type_id as NULL, meaning "Cash (Default)" — resolve the
|
// A closure request stores payment_type_id as NULL, meaning "Cash (Default)" — resolve the
|
||||||
@@ -3194,15 +3770,23 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
|
|
||||||
this.activeWithdrawalRequest = req;
|
this.activeWithdrawalRequest = req;
|
||||||
|
// A plain withdrawal-slip request carries its own real account_type (SAVINGS, CURRENT,
|
||||||
|
// FIXED_DEPOSIT or RECURRING_DEPOSIT — see ClerkWithdrawalRequestApiResource.submit()), unlike
|
||||||
|
// the closure/dividend pools above, which are never anything but a savings-shaped stub.
|
||||||
|
// Hardcoding 'SD' here searched every non-savings account on the wrong endpoint (Current
|
||||||
|
// accounts live under /currentaccounts, not /savingsaccounts) and showed it mislabelled even
|
||||||
|
// when the lookup happened to succeed.
|
||||||
|
const acTyp = TransactionEntryComponent.SEARCH_ACCOUNT_TYPE_TO_AC_TYP[req.account_type || ''] || 'SD';
|
||||||
row.acNo = req.account_no ?? '';
|
row.acNo = req.account_no ?? '';
|
||||||
row.acTyp = 'SD';
|
row.acTyp = acTyp;
|
||||||
|
row.typ = 'Payment';
|
||||||
row.amount = Number(req.amount) || null;
|
row.amount = Number(req.amount) || null;
|
||||||
row.dbCr = 'Dr';
|
row.dbCr = 'Dr';
|
||||||
row.paymentTypeId = req.payment_type_id ?? null;
|
row.paymentTypeId = req.payment_type_id ?? null;
|
||||||
row.description = req.description ?? '';
|
row.description = req.description ?? '';
|
||||||
this.selectedRow = row;
|
this.selectedRow = row;
|
||||||
if (req.account_no) {
|
if (req.account_no) {
|
||||||
this.loadAccountDetails(req.account_no.trim(), 'SD');
|
this.loadAccountDetails(req.account_no.trim(), acTyp);
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
@@ -3229,10 +3813,24 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
onAcNoBlur(row: TxnRow, index: number): void {
|
onAcNoBlur(row: TxnRow, index: number): void {
|
||||||
if (!row.acNo.trim()) return;
|
if (!row.acNo.trim()) return;
|
||||||
this.selectedRow = row;
|
this.selectedRow = row;
|
||||||
|
// A token-driven row's account fields are already authoritative (see onTokNoBlur) -- merely
|
||||||
|
// clicking into and out of the A/C NO. field here must not re-search for them. Doing so used
|
||||||
|
// row.acTyp's internal stand-in value (e.g. 'SD' for a dividend claim, which is never the
|
||||||
|
// account's real type) against the account's real number, either finding nothing ("Account
|
||||||
|
// not found") or, worse, matching a completely unrelated real account that happened to share a
|
||||||
|
// number suffix.
|
||||||
|
if (this.activeWithdrawalRequest || this.activeDividendClaimRequest || this.activeClosureRequest) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
this.loadAccountDetails(row.acNo.trim(), row.acTyp);
|
this.loadAccountDetails(row.acNo.trim(), row.acTyp);
|
||||||
}
|
}
|
||||||
|
|
||||||
onAcNoInput(row: TxnRow, index: number, value: string): void {
|
onAcNoInput(row: TxnRow, index: number, value: string): void {
|
||||||
|
// Same reasoning as the guard at the top of onAcNoBlur() -- a token-driven row's account
|
||||||
|
// fields must not be edited or re-searched via this field at all.
|
||||||
|
if (this.activeWithdrawalRequest || this.activeDividendClaimRequest || this.activeClosureRequest) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
row.acNo = value;
|
row.acNo = value;
|
||||||
this.lastLoadedAcNo = '';
|
this.lastLoadedAcNo = '';
|
||||||
this.acNoInput$.next({ row, index, value });
|
this.acNoInput$.next({ row, index, value });
|
||||||
@@ -3341,8 +3939,15 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
const match = exactMatch ?? partialMatch ?? idMatch ?? null;
|
const match = exactMatch ?? partialMatch ?? idMatch ?? null;
|
||||||
if (match?.id) {
|
if (match?.id) {
|
||||||
const matchedGlCode = match[f] ?? acNo;
|
const matchedGlCode = match[f] ?? acNo;
|
||||||
if (this.selectedRow && this.selectedRow.typ === 'DD' && match.glCode) {
|
// Any row resolved via the partial/endsWith/id fallback above (not an exact code match)
|
||||||
this.selectedRow.acNo = match.glCode;
|
// loads and displays the right account, but the row itself still carries whatever shorter
|
||||||
|
// string the cashier actually typed to search with -- and that's what gets submitted and
|
||||||
|
// shown everywhere downstream (vouchers, My Work, credit_entries), not the account's real
|
||||||
|
// full number. Correct the row to the account's actual code whenever the match wasn't
|
||||||
|
// already exact, for every account type -- not just the DD/GL cases this was previously
|
||||||
|
// limited to.
|
||||||
|
if (this.selectedRow && !exactMatch && matchedGlCode) {
|
||||||
|
this.selectedRow.acNo = matchedGlCode;
|
||||||
}
|
}
|
||||||
const clientIdFromSearch = acTyp !== 'GL' && match.clientId != null ? String(match.clientId) : null;
|
const clientIdFromSearch = acTyp !== 'GL' && match.clientId != null ? String(match.clientId) : null;
|
||||||
this.fetchAllDetails(match.id, matchedGlCode, cfg, token, acTyp, clientIdFromSearch);
|
this.fetchAllDetails(match.id, matchedGlCode, cfg, token, acTyp, clientIdFromSearch);
|
||||||
@@ -4519,6 +5124,26 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
// "Disbursement". 'Enter Bank Transfer' never carries a GL leg, so it always stays in this
|
// "Disbursement". 'Enter Bank Transfer' never carries a GL leg, so it always stays in this
|
||||||
// branch; only skip out to the Disbursement/Collection branch below when every row is 'Fund
|
// branch; only skip out to the Disbursement/Collection branch below when every row is 'Fund
|
||||||
// Transfer' and at least one of them is GL.
|
// Transfer' and at least one of them is GL.
|
||||||
|
// Share redemption settled to a GL account instead of the linked savings account: DR=Share
|
||||||
|
// account, CR=any GL account the clerk picks (e.g. a "DD Payable" holding account, ahead of a
|
||||||
|
// second, independent manual entry that later moves the value out to an actual draft). Checked
|
||||||
|
// ahead of both branches below — the Enter Bank Transfer/Fund Transfer branch would otherwise
|
||||||
|
// treat a Fund Transfer carrying a GL leg as the Disbursement/Collection shape (see
|
||||||
|
// fundTransferRowsHaveGl below), and a Share account can never be debited by that path at all —
|
||||||
|
// no such Fineract command exists — so it would either be silently mis-posted or rejected late.
|
||||||
|
if (
|
||||||
|
this.isClerk &&
|
||||||
|
this.rows.length === 2 &&
|
||||||
|
this.rows.every((r) => r.typ === 'Fund Transfer' || r.typ === 'Enter Bank Transfer') &&
|
||||||
|
this.rows.some((r) => r.dbCr === 'Dr' && r.acTyp === 'SHR') &&
|
||||||
|
this.rows.some((r) => r.dbCr === 'Cr' && r.acTyp === 'GL')
|
||||||
|
) {
|
||||||
|
const shareRow = this.rows.find((r) => r.dbCr === 'Dr' && r.acTyp === 'SHR')!;
|
||||||
|
const glRow = this.rows.find((r) => r.dbCr === 'Cr' && r.acTyp === 'GL')!;
|
||||||
|
this.submitShareGlSettlementTransfer(shareRow, glRow);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
const fundTransferRowsHaveGl =
|
const fundTransferRowsHaveGl =
|
||||||
this.rows.every((r) => r.typ === 'Fund Transfer') && this.rows.some((r) => r.acTyp === 'GL');
|
this.rows.every((r) => r.typ === 'Fund Transfer') && this.rows.some((r) => r.acTyp === 'GL');
|
||||||
if (
|
if (
|
||||||
@@ -5650,6 +6275,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
|||||||
chequeNo: row.chequeNo || null,
|
chequeNo: row.chequeNo || null,
|
||||||
bankName: row.bankName || null,
|
bankName: row.bankName || null,
|
||||||
denominationData: isCash && this.denominationTotal > 0 ? JSON.stringify(this.denominationCounts) : null,
|
denominationData: isCash && this.denominationTotal > 0 ? JSON.stringify(this.denominationCounts) : null,
|
||||||
|
// What this GL credit is actually for — see TxnRow.entryTypeCvId. Sent for every GL deposit
|
||||||
|
// (the backend defaults to "General" when the counter didn't pick one), so Share Advance
|
||||||
|
// Collection and Sponsor DD issuance can tell whose voucher this really is before adopting it.
|
||||||
|
...(isGl ? { entryTypeCvId: row.entryTypeCvId || null } : {}),
|
||||||
// DD + Cash + GL breakdown — persisted so the Sponsor DD issuance screen can read the face
|
// DD + Cash + GL breakdown — persisted so the Sponsor DD issuance screen can read the face
|
||||||
// value/charges/GST back once this request is approved, instead of retyping them.
|
// value/charges/GST back once this request is approved, instead of retyping them.
|
||||||
...(this.isDdCashGlRow(row)
|
...(this.isDdCashGlRow(row)
|
||||||
|
|||||||
@@ -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. -->
|
||||||
|
|||||||
@@ -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: [''],
|
||||||
@@ -221,6 +228,11 @@ 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 +458,28 @@ 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 +518,7 @@ 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 +565,7 @@ 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 +765,7 @@ 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 +926,7 @@ 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()
|
||||||
};
|
};
|
||||||
|
|
||||||
|
|||||||
@@ -310,41 +310,6 @@
|
|||||||
</nav>
|
</nav>
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
<!-- Live KPI ticker items — referenced twice below for seamless marquee loop -->
|
|
||||||
<ng-template #kpiTickerItems>
|
|
||||||
<span class="ti"><span class="ti-k">CASH</span><span class="ti-v amber">₹14,82,500</span></span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
<span class="ti">
|
|
||||||
<span class="ti-k">TXN TODAY</span>
|
|
||||||
<span class="ti-v">1,247</span>
|
|
||||||
<span class="ti-v up">↑ 8.2%</span>
|
|
||||||
</span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
<span class="ti"><span class="ti-k">CLEARING IN</span><span class="ti-v">42</span></span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
<span class="ti"><span class="ti-k">CLEARING OUT</span><span class="ti-v">38</span></span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
<span class="ti">
|
|
||||||
<span class="ti-k">NPA·GROSS</span>
|
|
||||||
<span class="ti-v amber">3.47%</span>
|
|
||||||
<span class="ti-v down">↑ 0.12</span>
|
|
||||||
</span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
<span class="ti"><span class="ti-k">CASA</span><span class="ti-v">58.2%</span></span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
<span class="ti"><span class="ti-k">CD RATIO</span><span class="ti-v">71.8%</span></span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
<span class="ti">
|
|
||||||
<span class="ti-k">RBI CIRC</span>
|
|
||||||
<span class="ti-v">DBR.AML.NO.4/14.01.001</span>
|
|
||||||
<span class="ti-v amber">NEW</span>
|
|
||||||
</span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
<span class="ti"><span class="ti-k">REPO</span><span class="ti-v">6.50%</span></span>
|
|
||||||
<span class="ti-d">│</span>
|
|
||||||
</ng-template>
|
|
||||||
|
|
||||||
<!-- ============================================================
|
<!-- ============================================================
|
||||||
Main Header — 2-Row Navigation
|
Main Header — 2-Row Navigation
|
||||||
============================================================
|
============================================================
|
||||||
@@ -623,18 +588,11 @@
|
|||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
<!-- LIVE KPI TICKER (below the menu — pauses on hover) -->
|
<!-- The KPI ticker that sat here has been removed. Every figure in it was written into the template — cash on
|
||||||
<div class="kpi-ticker" role="marquee" aria-label="Live key-performance ticker">
|
hand, transactions today, CASA, CD ratio, gross NPA, a circular reference — and none came from the bank's
|
||||||
<span class="kpi-live">
|
own books. Under a "LIVE" badge on every screen in the application, that is not decoration: a figure a
|
||||||
<span class="kpi-live-dot"></span>
|
branch manager can read as the day's cash position, or an inspector as the NPA ratio, has to be the real
|
||||||
LIVE
|
one or must not be shown. The band returns when there is a source behind it. -->
|
||||||
</span>
|
|
||||||
<div class="kpi-track">
|
|
||||||
<!-- Render the item block twice so the marquee loops seamlessly. -->
|
|
||||||
<ng-container *ngTemplateOutlet="kpiTickerItems"></ng-container>
|
|
||||||
<ng-container *ngTemplateOutlet="kpiTickerItems"></ng-container>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
}
|
||||||
<!-- end @if (!hideShellLayout) -->
|
<!-- end @if (!hideShellLayout) -->
|
||||||
|
|
||||||
@@ -713,6 +671,9 @@
|
|||||||
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
|
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
|
||||||
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
|
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
|
||||||
</button>
|
</button>
|
||||||
|
<button mat-menu-item routerLink="/reports/bor" tabindex="0">
|
||||||
|
<i class="fa fa-gavel menu-item-icon"></i> BOR Register — Share Capital
|
||||||
|
</button>
|
||||||
</mat-menu>
|
</mat-menu>
|
||||||
|
|
||||||
<!-- Admin Mega Menu — 3-column rectangular panel grouping Setup,
|
<!-- Admin Mega Menu — 3-column rectangular panel grouping Setup,
|
||||||
@@ -922,7 +883,11 @@
|
|||||||
(click)="subLedgerOpen = false"
|
(click)="subLedgerOpen = false"
|
||||||
><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
|
><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
|
||||||
>
|
>
|
||||||
<a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('Locker Entry')" (click)="subLedgerOpen = false"
|
<a
|
||||||
|
class="gl-link"
|
||||||
|
[class.hidden]="!matchesSubLedgerSearch('Locker Entry')"
|
||||||
|
routerLink="/locker"
|
||||||
|
(click)="subLedgerOpen = false"
|
||||||
><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
|
><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
|
||||||
>
|
>
|
||||||
<a
|
<a
|
||||||
@@ -1214,14 +1179,29 @@
|
|||||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
|
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
|
||||||
<fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
|
<fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0"><fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS</button>
|
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds']" (click)="depositsMenu.closed.emit()">
|
||||||
|
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Party Master
|
||||||
|
</button>
|
||||||
|
<button
|
||||||
|
mat-menu-item
|
||||||
|
tabindex="0"
|
||||||
|
[routerLink]="['/accounts/dds-accounts']"
|
||||||
|
(click)="depositsMenu.closed.emit()"
|
||||||
|
>
|
||||||
|
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> DDS Accounts
|
||||||
|
</button>
|
||||||
</div>
|
</div>
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Agent</div>
|
<div class="deposit-group-title">Agent</div>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
|
<fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button
|
||||||
|
mat-menu-item
|
||||||
|
tabindex="0"
|
||||||
|
[routerLink]="['/accounts/dds-collection']"
|
||||||
|
(click)="depositsMenu.closed.emit()"
|
||||||
|
>
|
||||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
|
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0">
|
||||||
@@ -1236,6 +1216,14 @@
|
|||||||
</div>
|
</div>
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Reports</div>
|
<div class="deposit-group-title">Reports</div>
|
||||||
|
<button
|
||||||
|
mat-menu-item
|
||||||
|
tabindex="0"
|
||||||
|
[routerLink]="['/accounts/dds-reports']"
|
||||||
|
(click)="depositsMenu.closed.emit()"
|
||||||
|
>
|
||||||
|
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Reports
|
||||||
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/savings-daily-interest']">
|
<button mat-menu-item tabindex="0" [routerLink]="['/savings-daily-interest']">
|
||||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
|
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
|
||||||
</button>
|
</button>
|
||||||
@@ -1339,72 +1327,79 @@
|
|||||||
<!-- Share Operations -->
|
<!-- Share Operations -->
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Share Operations</div>
|
<div class="deposit-group-title">Share Operations</div>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/nominal-shares']">
|
||||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Nominal Share Report
|
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Nominal Share Report
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-wise']">
|
||||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Share Wise Report
|
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Share Wise Report
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/guarantor-detail']">
|
||||||
<fa-icon icon="user-shield" class="menu-item-icon"></fa-icon> Guarantor Detail
|
<fa-icon icon="user-shield" class="menu-item-icon"></fa-icon> Guarantor Detail
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/member-interest']">
|
||||||
<fa-icon icon="calculator" class="menu-item-icon"></fa-icon> Total Int Rec
|
<fa-icon icon="calculator" class="menu-item-icon"></fa-icon> Total Int Rec
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/enquiry']">
|
||||||
<fa-icon icon="search" class="menu-item-icon"></fa-icon> Share Enquiry
|
<fa-icon icon="search" class="menu-item-icon"></fa-icon> Share Enquiry
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
<!-- Share Documents -->
|
<!-- Share Documents -->
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Share Documents</div>
|
<div class="deposit-group-title">Share Documents</div>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/payment-certificate']">
|
||||||
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Share Payment Certificate
|
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Share Payment Certificate
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-detail']">
|
||||||
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> Share Detail
|
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> Share Detail
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/dividend-statement']">
|
||||||
<fa-icon icon="dollar-sign" class="menu-item-icon"></fa-icon> Dividend Statement
|
<fa-icon icon="dollar-sign" class="menu-item-icon"></fa-icon> Dividend Statement
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/transfers']">
|
||||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Share Transfer
|
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Share Transfer
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/folio-statement']">
|
||||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Folio Statement
|
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Folio Statement
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
<!-- Share Reports -->
|
<!-- Share Reports -->
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Share Reports</div>
|
<div class="deposit-group-title">Share Reports</div>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/final-balance']">
|
||||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Final Balance
|
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Final Balance
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/account-statement']">
|
||||||
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Account Statement
|
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Account Statement
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-issued']">
|
||||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Share Issued
|
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Share Issued
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/share-holders']">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/share-holders']">
|
||||||
<fa-icon icon="users" class="menu-item-icon"></fa-icon> Share Holder
|
<fa-icon icon="users" class="menu-item-icon"></fa-icon> Share Holder
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-status']">
|
||||||
<fa-icon icon="info-circle" class="menu-item-icon"></fa-icon> Share Status
|
<fa-icon icon="info-circle" class="menu-item-icon"></fa-icon> Share Status
|
||||||
</button>
|
</button>
|
||||||
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/product-summary']">
|
||||||
|
<fa-icon icon="layer-group" class="menu-item-icon"></fa-icon> Product Summary
|
||||||
|
</button>
|
||||||
</div>
|
</div>
|
||||||
<!-- Share Admin -->
|
<!-- Share Admin -->
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Share Admin</div>
|
<div class="deposit-group-title">Share Admin</div>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/distinctive-numbers']">
|
||||||
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Devede No Detail
|
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Devede No Detail
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0"><fa-icon icon="map" class="menu-item-icon"></fa-icon> Area Wise</button>
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/area-wise']">
|
||||||
<button mat-menu-item tabindex="0"><fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Label</button>
|
<fa-icon icon="map" class="menu-item-icon"></fa-icon> Area Wise
|
||||||
<button mat-menu-item tabindex="0">
|
</button>
|
||||||
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/labels']">
|
||||||
|
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Label
|
||||||
|
</button>
|
||||||
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/letters']">
|
||||||
<fa-icon icon="envelope" class="menu-item-icon"></fa-icon> Share Letter
|
<fa-icon icon="envelope" class="menu-item-icon"></fa-icon> Share Letter
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0" [routerLink]="['/letter-mgmt/share-member']">
|
||||||
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Share Member Details
|
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Share Member Details
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
@@ -1426,7 +1421,9 @@
|
|||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
|
<fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0"><fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker</button>
|
<button mat-menu-item routerLink="/locker" tabindex="0">
|
||||||
|
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker
|
||||||
|
</button>
|
||||||
<button mat-menu-item routerLink="/investment/bonds" tabindex="0">
|
<button mat-menu-item routerLink="/investment/bonds" tabindex="0">
|
||||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
|
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
|
||||||
</button>
|
</button>
|
||||||
|
|||||||
+381
@@ -0,0 +1,381 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="dialog-wrapper">
|
||||||
|
<div class="dialog-header">
|
||||||
|
<div class="header-icon">
|
||||||
|
<mat-icon>account_balance_wallet</mat-icon>
|
||||||
|
</div>
|
||||||
|
<div class="header-text">
|
||||||
|
<h2>Apply DDS Receipt</h2>
|
||||||
|
<p>
|
||||||
|
Agent <strong class="mono">{{ data.agentCode }}</strong> · {{ data.agentName }}
|
||||||
|
@if (data.glCode) {
|
||||||
|
· GL <strong class="mono">{{ data.glCode }}</strong>
|
||||||
|
}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
<button type="button" mat-icon-button class="header-close" [mat-dialog-close]="false" aria-label="Close">
|
||||||
|
<mat-icon>close</mat-icon>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<mat-dialog-content class="dialog-body">
|
||||||
|
@if (loading) {
|
||||||
|
<div class="state-block">
|
||||||
|
<mat-spinner diameter="30"></mat-spinner>
|
||||||
|
<span>Loading entries and receipts…</span>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<!-- What the picked vouchers have to cover, and whether they do. -->
|
||||||
|
<div class="sc-card">
|
||||||
|
<div class="sc-row" [class.sc-ok]="canApply" [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0">
|
||||||
|
<div class="sc-left">
|
||||||
|
<span class="sc-label">Collections up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</span>
|
||||||
|
<span class="sc-sub"
|
||||||
|
>{{ pickedEntryCount }} {{ pickedEntryCount === 1 ? 'entry' : 'entries' }} to settle</span
|
||||||
|
>
|
||||||
|
</div>
|
||||||
|
<div class="sc-right">
|
||||||
|
<span class="sc-val">{{ required | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div
|
||||||
|
class="sc-row sc-sep"
|
||||||
|
[class.sc-ok]="canApply"
|
||||||
|
[class.sc-bad]="pickedReceipts.size > 0 && difference !== 0"
|
||||||
|
>
|
||||||
|
<div class="sc-left">
|
||||||
|
<span class="sc-label">Vouchers picked</span>
|
||||||
|
<span class="sc-sub"
|
||||||
|
>{{ pickedReceipts.size }} {{ pickedReceipts.size === 1 ? 'voucher' : 'vouchers' }}</span
|
||||||
|
>
|
||||||
|
</div>
|
||||||
|
<div class="sc-right">
|
||||||
|
<span
|
||||||
|
class="sc-val"
|
||||||
|
[class.sc-val-ok]="canApply"
|
||||||
|
[class.sc-val-bad]="pickedReceipts.size > 0 && difference !== 0"
|
||||||
|
>
|
||||||
|
{{ received | number: '1.2-2' }}
|
||||||
|
</span>
|
||||||
|
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference < 0) {
|
||||||
|
<span class="sc-tag sc-tag-bad">Short {{ -difference | number: '1.2-2' }}</span>
|
||||||
|
} @else if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference > 0) {
|
||||||
|
<span class="sc-tag sc-tag-bad">Over {{ difference | number: '1.2-2' }}</span>
|
||||||
|
} @else if (canApply) {
|
||||||
|
<span class="sc-tag sc-tag-ok">✓ Matches</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="sc-total-row" [class.sc-total-ok]="canApply">
|
||||||
|
<span class="sc-total-lbl">Total to Apply</span>
|
||||||
|
<div class="sc-total-nums">
|
||||||
|
<span class="sc-total-req mono">{{ required | number: '1.2-2' }}</span>
|
||||||
|
<span class="sc-arrow">→</span>
|
||||||
|
<span class="sc-total-got mono" [class.sc-total-got-ok]="canApply">{{ received | number: '1.2-2' }}</span>
|
||||||
|
<span class="sc-status-pill" [class.sc-pill-ok]="canApply" [class.sc-pill-pending]="!canApply">
|
||||||
|
{{ canApply ? '✓ Ready' : 'Pending' }}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- ── 1: the days the agent wrote down ──────────────────────────────────── -->
|
||||||
|
<section class="slot">
|
||||||
|
<header class="slot-head">
|
||||||
|
<span class="slot-step">1</span>
|
||||||
|
<div class="slot-title">
|
||||||
|
<h3>Outstanding up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</h3>
|
||||||
|
<p>Everything the agent wrote down and has not handed in, day by day. Open a day to see its lines.</p>
|
||||||
|
</div>
|
||||||
|
</header>
|
||||||
|
|
||||||
|
@if (days.length) {
|
||||||
|
<ul class="options">
|
||||||
|
@for (day of days; track day.date) {
|
||||||
|
<li class="option" (click)="toggleOpen(day, $event)">
|
||||||
|
<div class="option-main">
|
||||||
|
<span class="option-voucher mono">{{ day.date | date: 'dd/MM/yyyy' }}</span>
|
||||||
|
<span class="option-meta"
|
||||||
|
>{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}</span
|
||||||
|
>
|
||||||
|
</div>
|
||||||
|
<span class="option-amount mono">{{ day.total | number: '1.2-2' }}</span>
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="option-info"
|
||||||
|
(click)="toggleOpen(day, $event)"
|
||||||
|
aria-label="Show the day's lines"
|
||||||
|
>
|
||||||
|
<mat-icon>{{ openDay === day.date ? 'expand_less' : 'expand_more' }}</mat-icon>
|
||||||
|
</button>
|
||||||
|
</li>
|
||||||
|
@if (openDay === day.date) {
|
||||||
|
<li class="day-lines">
|
||||||
|
@if (day.entries.length > 8) {
|
||||||
|
<input
|
||||||
|
class="day-search"
|
||||||
|
type="text"
|
||||||
|
[(ngModel)]="daySearch"
|
||||||
|
placeholder="Search party code or name"
|
||||||
|
autocomplete="off"
|
||||||
|
/>
|
||||||
|
}
|
||||||
|
<div class="day-scroll">
|
||||||
|
<table class="entries">
|
||||||
|
<tbody>
|
||||||
|
@for (entry of visibleEntries(day); track entry.id) {
|
||||||
|
<tr>
|
||||||
|
<td class="entry-code">{{ entry.partyCode }}</td>
|
||||||
|
<td class="entry-name">{{ entry.partyName }}</td>
|
||||||
|
<td>
|
||||||
|
{{ entry.transactionMode }}
|
||||||
|
@if (entry.advanceDays) {
|
||||||
|
· {{ entry.advanceDays }}d advance
|
||||||
|
}
|
||||||
|
@if (entry.arrearsDays) {
|
||||||
|
· {{ entry.arrearsDays }}d previous
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td class="num mono">{{ entry.amount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
} @empty {
|
||||||
|
<tr>
|
||||||
|
<td colspan="4" class="entry-name">No line matches.</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
</li>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</ul>
|
||||||
|
} @else {
|
||||||
|
<p class="slot-empty">
|
||||||
|
{{ data.agentName }} has nothing outstanding for {{ data.entryDate | date: 'dd/MM/yyyy' }}. Change the date
|
||||||
|
on the screen to the day the entries were written.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
</section>
|
||||||
|
|
||||||
|
<!-- ── 2: the cashier's receipts ─────────────────────────────────────────── -->
|
||||||
|
<section class="slot">
|
||||||
|
<header class="slot-head">
|
||||||
|
<span class="slot-step">2</span>
|
||||||
|
<div class="slot-title">
|
||||||
|
<h3>DDS Cash Receipts</h3>
|
||||||
|
<p>Tick the vouchers. Posts Dr Agent GL / Cr DDS Customer Deposits.</p>
|
||||||
|
</div>
|
||||||
|
<button type="button" class="slot-search" (click)="openSearch()">
|
||||||
|
<mat-icon>search</mat-icon>
|
||||||
|
<span>Find by voucher</span>
|
||||||
|
</button>
|
||||||
|
</header>
|
||||||
|
|
||||||
|
@if (available.length) {
|
||||||
|
<ul class="options">
|
||||||
|
@for (option of available; track option.id) {
|
||||||
|
<li class="option" [class.option-picked]="pickedReceipts.has(option.id)" (click)="toggleReceipt(option)">
|
||||||
|
<mat-icon class="option-check">{{
|
||||||
|
pickedReceipts.has(option.id) ? 'check_box' : 'check_box_outline_blank'
|
||||||
|
}}</mat-icon>
|
||||||
|
<div class="option-main">
|
||||||
|
<span class="option-voucher mono">{{ option.voucherNo }}</span>
|
||||||
|
<span class="option-meta">{{ option.txnDate }} · {{ glLabel(option) }}</span>
|
||||||
|
@if (option.description) {
|
||||||
|
<span class="option-desc">{{ option.description }}</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
<span class="option-amount mono">{{ option.amount | number: '1.2-2' }}</span>
|
||||||
|
<button type="button" class="option-info" (click)="openDetail(option, $event)" aria-label="GL entries">
|
||||||
|
<mat-icon>receipt_long</mat-icon>
|
||||||
|
</button>
|
||||||
|
</li>
|
||||||
|
}
|
||||||
|
</ul>
|
||||||
|
} @else {
|
||||||
|
<p class="slot-empty">
|
||||||
|
No DDS receipt is waiting on this agent's GL account. Collect the cash at
|
||||||
|
<em>Cashier › Transaction Entry</em> with entry type <strong>DDS</strong> and have the manager approve it,
|
||||||
|
or find an earlier voucher by number.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference !== 0) {
|
||||||
|
<p class="slot-note note-bad">
|
||||||
|
The vouchers ({{ received | number: '1.2-2' }}) have to match the day's entries ({{
|
||||||
|
required | number: '1.2-2'
|
||||||
|
}}) exactly, so every customer is credited what the agent wrote down.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
</section>
|
||||||
|
|
||||||
|
@if (errorMsg && !searchOpen) {
|
||||||
|
<div class="alert">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<span>{{ errorMsg }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</mat-dialog-content>
|
||||||
|
|
||||||
|
<mat-dialog-actions class="dialog-actions">
|
||||||
|
<button type="button" mat-stroked-button [mat-dialog-close]="false" [disabled]="submitting">Cancel</button>
|
||||||
|
<button type="button" mat-flat-button color="primary" [disabled]="!canApply" (click)="apply()">
|
||||||
|
@if (submitting) {
|
||||||
|
<mat-spinner diameter="16"></mat-spinner>
|
||||||
|
<span>Applying…</span>
|
||||||
|
} @else {
|
||||||
|
<mat-icon>check</mat-icon>
|
||||||
|
<span>Apply Receipt</span>
|
||||||
|
}
|
||||||
|
</button>
|
||||||
|
</mat-dialog-actions>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- ── Find a voucher the list does not carry ───────────────────────────────── -->
|
||||||
|
@if (searchOpen) {
|
||||||
|
<div class="overlay" (click)="closeSearch()">
|
||||||
|
<div class="popup" (click)="$event.stopPropagation()">
|
||||||
|
<header class="popup-head">
|
||||||
|
<h3>Find a DDS receipt</h3>
|
||||||
|
<button type="button" mat-icon-button (click)="closeSearch()" aria-label="Close">
|
||||||
|
<mat-icon>close</mat-icon>
|
||||||
|
</button>
|
||||||
|
</header>
|
||||||
|
|
||||||
|
<div class="popup-body">
|
||||||
|
<label class="field">
|
||||||
|
<span>GL Account</span>
|
||||||
|
<div class="field-readonly mono">{{ data.glCode || '—' }} · {{ data.agentCode }}</div>
|
||||||
|
</label>
|
||||||
|
|
||||||
|
<label class="field">
|
||||||
|
<span>Voucher No.</span>
|
||||||
|
<input
|
||||||
|
type="text"
|
||||||
|
[(ngModel)]="searchVoucherNo"
|
||||||
|
placeholder="CR/24092026/0001"
|
||||||
|
(keyup.enter)="runSearch()"
|
||||||
|
autocomplete="off"
|
||||||
|
/>
|
||||||
|
</label>
|
||||||
|
|
||||||
|
@if (errorMsg) {
|
||||||
|
<div class="alert">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<span>{{ errorMsg }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<footer class="popup-foot">
|
||||||
|
<button type="button" mat-stroked-button (click)="closeSearch()">Cancel</button>
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
mat-flat-button
|
||||||
|
color="primary"
|
||||||
|
[disabled]="!searchVoucherNo.trim() || searching"
|
||||||
|
(click)="runSearch()"
|
||||||
|
>
|
||||||
|
@if (searching) {
|
||||||
|
<mat-spinner diameter="16"></mat-spinner>
|
||||||
|
} @else {
|
||||||
|
<span>Find & Use</span>
|
||||||
|
}
|
||||||
|
</button>
|
||||||
|
</footer>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- ── A receipt's own GL entries ───────────────────────────────────────────── -->
|
||||||
|
@if (viewing) {
|
||||||
|
<div class="overlay" (click)="closeDetail()">
|
||||||
|
<div class="popup" (click)="$event.stopPropagation()">
|
||||||
|
<header class="popup-head">
|
||||||
|
<h3>
|
||||||
|
Voucher <span class="mono">{{ viewing.voucherNo }}</span>
|
||||||
|
</h3>
|
||||||
|
<button type="button" mat-icon-button (click)="closeDetail()" aria-label="Close">
|
||||||
|
<mat-icon>close</mat-icon>
|
||||||
|
</button>
|
||||||
|
</header>
|
||||||
|
|
||||||
|
<div class="popup-body">
|
||||||
|
<dl class="detail-list">
|
||||||
|
<div>
|
||||||
|
<dt>Date</dt>
|
||||||
|
<dd class="mono">{{ viewing.txnDate }}</dd>
|
||||||
|
</div>
|
||||||
|
<div>
|
||||||
|
<dt>Amount</dt>
|
||||||
|
<dd class="mono">{{ viewing.amount | number: '1.2-2' }}</dd>
|
||||||
|
</div>
|
||||||
|
<div>
|
||||||
|
<dt>GL Account</dt>
|
||||||
|
<dd>{{ glLabel(viewing) }}</dd>
|
||||||
|
</div>
|
||||||
|
@if (viewing.cashierName) {
|
||||||
|
<div>
|
||||||
|
<dt>Collected By</dt>
|
||||||
|
<dd>{{ viewing.cashierName }}</dd>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (viewing.managerName) {
|
||||||
|
<div>
|
||||||
|
<dt>Approved By</dt>
|
||||||
|
<dd>{{ viewing.managerName }}</dd>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (viewing.description) {
|
||||||
|
<div>
|
||||||
|
<dt>Description</dt>
|
||||||
|
<dd>{{ viewing.description }}</dd>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</dl>
|
||||||
|
|
||||||
|
<h4 class="detail-heading">Journal Entries</h4>
|
||||||
|
@if (loadingGlEntries) {
|
||||||
|
<div class="state-block"><mat-spinner diameter="22"></mat-spinner></div>
|
||||||
|
} @else if (viewingGlEntries?.length) {
|
||||||
|
<table class="gl-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Account</th>
|
||||||
|
<th class="num">Debit</th>
|
||||||
|
<th class="num">Credit</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (entry of viewingGlEntries; track entry.id) {
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
<span class="mono">{{ entry.glCode }}</span> {{ entry.glName }}
|
||||||
|
</td>
|
||||||
|
<td class="num mono">{{ entry.drCr === 'DR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
||||||
|
<td class="num mono">{{ entry.drCr === 'CR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
} @else {
|
||||||
|
<p class="slot-empty">No journal entries are recorded against this receipt.</p>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<footer class="popup-foot">
|
||||||
|
<button type="button" mat-stroked-button (click)="closeDetail()">Close</button>
|
||||||
|
</footer>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
+95
@@ -0,0 +1,95 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
// The same look as Apply Additional Shares, on purpose: both apply a cashier's receipt to what it was
|
||||||
|
// collected for, and the counter should meet one screen, not two. Used as it is, never changed here.
|
||||||
|
@use '../../../shares/share-dialog.shared' as *;
|
||||||
|
|
||||||
|
:host {
|
||||||
|
display: block;
|
||||||
|
width: 100%;
|
||||||
|
}
|
||||||
|
|
||||||
|
// The agent's outstanding lines - read only, what the receipt has to cover.
|
||||||
|
.entries {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
font-size: 13px;
|
||||||
|
|
||||||
|
td {
|
||||||
|
padding: 7px 4px;
|
||||||
|
border-bottom: 1px solid #eef2f7;
|
||||||
|
}
|
||||||
|
|
||||||
|
tr:last-child td {
|
||||||
|
border-bottom: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
.entry-date {
|
||||||
|
color: #64748b;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.entry-code {
|
||||||
|
font-weight: 600;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.entry-name {
|
||||||
|
color: #475569;
|
||||||
|
}
|
||||||
|
|
||||||
|
.num {
|
||||||
|
text-align: right;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// Days and vouchers are ticked, any number of each - a check box where the share dialog has a radio.
|
||||||
|
.option-check {
|
||||||
|
color: #94a3b8;
|
||||||
|
flex-shrink: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.option-picked {
|
||||||
|
border-color: #2563eb !important;
|
||||||
|
background: #eff6ff !important;
|
||||||
|
|
||||||
|
.option-check {
|
||||||
|
color: #2563eb;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// A day's own lines, opened under it. Scrolls inside itself, so a thousand customers do not make the
|
||||||
|
// dialog a thousand lines tall.
|
||||||
|
.day-lines {
|
||||||
|
list-style: none;
|
||||||
|
padding: 6px 10px 10px 42px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.day-search {
|
||||||
|
width: 100%;
|
||||||
|
margin-bottom: 6px;
|
||||||
|
padding: 6px 10px;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 6px;
|
||||||
|
font: inherit;
|
||||||
|
font-size: 13px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.day-scroll {
|
||||||
|
max-height: 240px;
|
||||||
|
overflow-y: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.field-readonly {
|
||||||
|
padding: 8px 10px;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 6px;
|
||||||
|
background: #f8fafc;
|
||||||
|
}
|
||||||
+351
@@ -0,0 +1,351 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { FormsModule } from '@angular/forms';
|
||||||
|
import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
|
||||||
|
import { MatButtonModule } from '@angular/material/button';
|
||||||
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
|
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||||
|
import { catchError } from 'rxjs/operators';
|
||||||
|
import { of } from 'rxjs';
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { SettingsService } from 'app/settings/settings.service';
|
||||||
|
|
||||||
|
/** One day of an agent's outstanding entries, as the dialog lists them. */
|
||||||
|
export interface EntryDay {
|
||||||
|
date: string;
|
||||||
|
entries: any[];
|
||||||
|
total: number;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Applies the cashier's DDS receipts to an agent's outstanding collections.
|
||||||
|
*
|
||||||
|
* The agent's cash is already in the bank: the cashier took it at the counter into the agent's own GL
|
||||||
|
* account, tagged DDS, and the manager approved it. Applying it here hands the money on to the
|
||||||
|
* customers the agent wrote down - Dr the agent's GL, Cr DDS Customer Deposits - and each entry is
|
||||||
|
* settled against the application. The same screen as Apply Additional Shares.
|
||||||
|
*
|
||||||
|
* Everything outstanding up to the day chosen on the screen, shown a day at a time - nothing to tick,
|
||||||
|
* because what the agent wrote down is settled whole, and an agent who comes in after several days
|
||||||
|
* brings several days' cash. The vouchers are ticked, since a day's
|
||||||
|
* cash can come in more than one visit. They have to agree exactly: what the agent wrote down is what
|
||||||
|
* each customer is owed, so vouchers short of it leave somebody uncredited and vouchers over it leave
|
||||||
|
* money nobody can place.
|
||||||
|
*
|
||||||
|
* The day is shown totalled and its lines opened only when asked for - an agent with a thousand
|
||||||
|
* customers is a thousand lines, and the day's total is what the counter is checking.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-apply-dds-receipt-dialog',
|
||||||
|
templateUrl: './apply-dds-receipt-dialog.component.html',
|
||||||
|
styleUrls: ['./apply-dds-receipt-dialog.component.scss'],
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
FormsModule,
|
||||||
|
MatDialogModule,
|
||||||
|
MatButtonModule,
|
||||||
|
MatIconModule,
|
||||||
|
MatProgressSpinnerModule
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class ApplyDdsReceiptDialogComponent implements OnInit {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private settingsService = inject(SettingsService);
|
||||||
|
|
||||||
|
public dialogRef = inject(MatDialogRef<ApplyDdsReceiptDialogComponent>);
|
||||||
|
public data = inject<{
|
||||||
|
agentId: number;
|
||||||
|
agentCode: string;
|
||||||
|
agentName: string;
|
||||||
|
glCode: string | null;
|
||||||
|
entryDate: string;
|
||||||
|
}>(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
|
loadingEntries = true;
|
||||||
|
loadingReceipts = true;
|
||||||
|
submitting = false;
|
||||||
|
errorMsg = '';
|
||||||
|
|
||||||
|
/** The chosen day's outstanding entries - one day, or none when nothing is outstanding on it. */
|
||||||
|
days: EntryDay[] = [];
|
||||||
|
|
||||||
|
/** DDS receipts on the agent's GL account, approved and not yet applied. */
|
||||||
|
available: any[] = [];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The day is settled whole, so it is always included. The vouchers are the clerk's choice, and none
|
||||||
|
* is picked for them even when only one is listed.
|
||||||
|
*/
|
||||||
|
pickedDays = new Set<string>();
|
||||||
|
pickedReceipts = new Set<number>();
|
||||||
|
|
||||||
|
/** The day whose lines are open, and the search within it. */
|
||||||
|
openDay: string | null = null;
|
||||||
|
daySearch = '';
|
||||||
|
|
||||||
|
get loading(): boolean {
|
||||||
|
return this.loadingEntries || this.loadingReceipts;
|
||||||
|
}
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
// Everything outstanding up to the chosen date, whatever day it was written - an agent's cash for
|
||||||
|
// several days arrives in one visit, and all of it is settled together.
|
||||||
|
this.organizationService
|
||||||
|
.getAgentPendingCollections(this.data.agentId)
|
||||||
|
.pipe(
|
||||||
|
catchError((err) => {
|
||||||
|
this.errorMsg = this.readError(err, "Could not load the agent's entries.");
|
||||||
|
return of(null);
|
||||||
|
})
|
||||||
|
)
|
||||||
|
.subscribe((res: any) => {
|
||||||
|
this.days = groupByDay(
|
||||||
|
(res?.entries || []).filter(
|
||||||
|
(entry: any) => entry.status === 'PENDING' && String(entry.entryDate) <= this.data.entryDate
|
||||||
|
)
|
||||||
|
);
|
||||||
|
this.pickedDays = new Set(this.days.map((day) => day.date));
|
||||||
|
this.loadingEntries = false;
|
||||||
|
});
|
||||||
|
|
||||||
|
this.organizationService
|
||||||
|
.getAgentCashReceipts(this.data.agentId)
|
||||||
|
.pipe(
|
||||||
|
catchError((err) => {
|
||||||
|
this.errorMsg = this.readError(err, 'Could not load the available receipts.');
|
||||||
|
return of([]);
|
||||||
|
})
|
||||||
|
)
|
||||||
|
.subscribe((rows: any) => {
|
||||||
|
this.available = Array.isArray(rows) ? rows : [];
|
||||||
|
this.loadingReceipts = false;
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Picking ─────────────────────────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
toggleReceipt(receipt: any): void {
|
||||||
|
if (this.submitting) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.pickedReceipts.has(receipt.id) ? this.pickedReceipts.delete(receipt.id) : this.pickedReceipts.add(receipt.id);
|
||||||
|
}
|
||||||
|
|
||||||
|
toggleOpen(day: EntryDay, event: Event): void {
|
||||||
|
event.stopPropagation();
|
||||||
|
this.openDay = this.openDay === day.date ? null : day.date;
|
||||||
|
this.daySearch = '';
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The open day's lines, narrowed by party code or name. */
|
||||||
|
visibleEntries(day: EntryDay): any[] {
|
||||||
|
const term = this.daySearch.trim().toLowerCase();
|
||||||
|
if (!term) {
|
||||||
|
return day.entries;
|
||||||
|
}
|
||||||
|
return day.entries.filter(
|
||||||
|
(entry: any) =>
|
||||||
|
String(entry.partyCode || '')
|
||||||
|
.toLowerCase()
|
||||||
|
.includes(term) ||
|
||||||
|
String(entry.partyName || '')
|
||||||
|
.toLowerCase()
|
||||||
|
.includes(term)
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── What has to be covered ──────────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
get entryCount(): number {
|
||||||
|
return this.days.reduce((sum, day) => sum + day.entries.length, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get outstandingTotal(): number {
|
||||||
|
return this.days.reduce((sum, day) => sum + day.total, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get pickedEntryCount(): number {
|
||||||
|
return this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.entries.length, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get required(): number {
|
||||||
|
return round2(this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.total, 0));
|
||||||
|
}
|
||||||
|
|
||||||
|
get received(): number {
|
||||||
|
return round2(
|
||||||
|
this.available.filter((r) => this.pickedReceipts.has(r.id)).reduce((sum, r) => sum + Number(r.amount || 0), 0)
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Vouchers less entries: below zero they are short, above zero they are over. */
|
||||||
|
get difference(): number {
|
||||||
|
return round2(this.received - this.required);
|
||||||
|
}
|
||||||
|
|
||||||
|
get canApply(): boolean {
|
||||||
|
return this.pickedDays.size > 0 && this.pickedReceipts.size > 0 && this.difference === 0 && !this.submitting;
|
||||||
|
}
|
||||||
|
|
||||||
|
glLabel(option: any): string {
|
||||||
|
return [
|
||||||
|
option?.glCode,
|
||||||
|
option?.glName
|
||||||
|
]
|
||||||
|
.filter(Boolean)
|
||||||
|
.join(' — ');
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Voucher search, for a receipt the list does not carry ───────────────────────────────────
|
||||||
|
|
||||||
|
searching = false;
|
||||||
|
searchOpen = false;
|
||||||
|
searchVoucherNo = '';
|
||||||
|
|
||||||
|
openSearch(): void {
|
||||||
|
this.searchOpen = true;
|
||||||
|
this.searchVoucherNo = '';
|
||||||
|
this.errorMsg = '';
|
||||||
|
}
|
||||||
|
|
||||||
|
closeSearch(): void {
|
||||||
|
this.searchOpen = false;
|
||||||
|
this.errorMsg = '';
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Finds one voucher on the agent's GL account and, when it cannot be used, says why - not taken as
|
||||||
|
* DDS, not approved yet, or already applied - rather than simply not finding it.
|
||||||
|
*/
|
||||||
|
runSearch(): void {
|
||||||
|
const voucher = this.searchVoucherNo.trim();
|
||||||
|
if (!voucher || this.searching) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.searching = true;
|
||||||
|
this.errorMsg = '';
|
||||||
|
this.organizationService
|
||||||
|
.getAgentCashReceipts(this.data.agentId, voucher)
|
||||||
|
.pipe(
|
||||||
|
catchError((err) => {
|
||||||
|
this.errorMsg = this.readError(err, `Voucher ${voucher} could not be looked up.`);
|
||||||
|
return of(null);
|
||||||
|
})
|
||||||
|
)
|
||||||
|
.subscribe((rows: any) => {
|
||||||
|
this.searching = false;
|
||||||
|
if (rows === null) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const found = (Array.isArray(rows) ? rows : [])[0];
|
||||||
|
if (!found) {
|
||||||
|
this.errorMsg = `Voucher ${voucher} is not on ${this.data.agentCode}'s GL account ${this.data.glCode || ''}.`;
|
||||||
|
} else if (found.entryType !== 'DDS') {
|
||||||
|
this.errorMsg = `Voucher ${voucher} was taken as "${found.entryType || 'untagged'}", not DDS. Ask the cashier to correct the entry type.`;
|
||||||
|
} else if (found.status !== 'APPROVED') {
|
||||||
|
this.errorMsg = `Voucher ${voucher} is ${found.status}. It can be applied once the manager approves it.`;
|
||||||
|
} else if (found.applied) {
|
||||||
|
this.errorMsg = `Voucher ${voucher} has already been applied.`;
|
||||||
|
} else {
|
||||||
|
this.available = [
|
||||||
|
found,
|
||||||
|
...this.available.filter((entry) => entry.id !== found.id)
|
||||||
|
];
|
||||||
|
this.pickedReceipts.add(found.id);
|
||||||
|
this.searchOpen = false;
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── A receipt's own GL entries ──────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
viewing: any = null;
|
||||||
|
viewingGlEntries: any[] | null = null;
|
||||||
|
loadingGlEntries = false;
|
||||||
|
|
||||||
|
openDetail(option: any, event: Event): void {
|
||||||
|
event.stopPropagation();
|
||||||
|
this.viewing = option;
|
||||||
|
this.viewingGlEntries = null;
|
||||||
|
this.loadingGlEntries = true;
|
||||||
|
this.organizationService
|
||||||
|
.getCashReceiptGlEntries(option.id)
|
||||||
|
.pipe(catchError(() => of([])))
|
||||||
|
.subscribe((rows: any) => {
|
||||||
|
this.viewingGlEntries = Array.isArray(rows) ? rows : [];
|
||||||
|
this.loadingGlEntries = false;
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
closeDetail(): void {
|
||||||
|
this.viewing = null;
|
||||||
|
this.viewingGlEntries = null;
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Submission ──────────────────────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
apply(): void {
|
||||||
|
if (!this.canApply) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.submitting = true;
|
||||||
|
this.errorMsg = '';
|
||||||
|
const vouchers = this.available.filter((r) => this.pickedReceipts.has(r.id)).map((r) => r.voucherNo);
|
||||||
|
const entries = this.pickedEntryCount;
|
||||||
|
const amount = this.required;
|
||||||
|
this.organizationService
|
||||||
|
.settleAgentCollections({
|
||||||
|
agentId: Number(this.data.agentId),
|
||||||
|
cashierDepositRequestIds: Array.from(this.pickedReceipts),
|
||||||
|
entryDates: Array.from(this.pickedDays),
|
||||||
|
locale: this.settingsService.language.code
|
||||||
|
})
|
||||||
|
.pipe(
|
||||||
|
catchError((err) => {
|
||||||
|
this.errorMsg = this.readError(err, 'The receipts could not be applied.');
|
||||||
|
this.submitting = false;
|
||||||
|
return of(null);
|
||||||
|
})
|
||||||
|
)
|
||||||
|
.subscribe((res: any) => {
|
||||||
|
if (res) {
|
||||||
|
this.dialogRef.close({ vouchers, entries, amount, response: res });
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
private readError(err: any, fallback: string): string {
|
||||||
|
return (
|
||||||
|
err?.error?.errors?.[0]?.defaultUserMessage ??
|
||||||
|
err?.error?.defaultUserMessage ??
|
||||||
|
err?.error?.developerMessage ??
|
||||||
|
fallback
|
||||||
|
);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Entries grouped by the day they were collected, oldest first, each day totalled. */
|
||||||
|
export function groupByDay(entries: any[]): EntryDay[] {
|
||||||
|
const byDay = new Map<string, EntryDay>();
|
||||||
|
for (const entry of entries) {
|
||||||
|
const date = String(entry.entryDate);
|
||||||
|
const day = byDay.get(date) ?? { date, entries: [], total: 0 };
|
||||||
|
day.entries.push(entry);
|
||||||
|
day.total = round2(day.total + Number(entry.amount || 0));
|
||||||
|
byDay.set(date, day);
|
||||||
|
}
|
||||||
|
return Array.from(byDay.values()).sort((a, b) => a.date.localeCompare(b.date));
|
||||||
|
}
|
||||||
|
|
||||||
|
function round2(value: number): number {
|
||||||
|
return Math.round(value * 100) / 100;
|
||||||
|
}
|
||||||
@@ -0,0 +1,468 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="dte-container">
|
||||||
|
<div class="dte-header">
|
||||||
|
<button mat-stroked-button [routerLink]="['../']" class="dte-back">
|
||||||
|
<i class="fas fa-arrow-left"></i> Deposits
|
||||||
|
</button>
|
||||||
|
<h2 class="dte-header__title">Daily Transaction Detail</h2>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="dte-card">
|
||||||
|
<form [formGroup]="entryForm">
|
||||||
|
<div class="dte-info-panels">
|
||||||
|
<div class="dte-info-panel">
|
||||||
|
<div class="dte-info-panel__title">Agent Information</div>
|
||||||
|
<dl>
|
||||||
|
<dt>Name</dt>
|
||||||
|
<dd>{{ agentInfo.name || '—' }}</dd>
|
||||||
|
<dt>Address</dt>
|
||||||
|
<dd>{{ agentInfo.address || '—' }}</dd>
|
||||||
|
<dt>City</dt>
|
||||||
|
<dd>{{ agentInfo.city || '—' }}</dd>
|
||||||
|
<dt>A/C</dt>
|
||||||
|
<dd>{{ agentInfo.accountNo || '—' }}</dd>
|
||||||
|
<dt>Guarantor</dt>
|
||||||
|
<dd>{{ agentInfo.guarantor1 || '—' }}</dd>
|
||||||
|
<dt>Guarantor</dt>
|
||||||
|
<dd>{{ agentInfo.guarantor2 || '—' }}</dd>
|
||||||
|
<dt>Curr Bal</dt>
|
||||||
|
<dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
|
||||||
|
</dl>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="dte-info-panel">
|
||||||
|
<div class="dte-info-panel__title">Party Information</div>
|
||||||
|
@if (partyInfo) {
|
||||||
|
<dl>
|
||||||
|
<dt>Client Id</dt>
|
||||||
|
<dd>{{ partyInfo.clientId }}</dd>
|
||||||
|
<dt>Name</dt>
|
||||||
|
<dd>{{ partyInfo.partyName }}</dd>
|
||||||
|
<dt>Address</dt>
|
||||||
|
<dd>{{ partyInfo.address1 || '—' }}</dd>
|
||||||
|
<dt>City</dt>
|
||||||
|
<dd>{{ partyInfo.city || '—' }}</dd>
|
||||||
|
<dt>Op. Date</dt>
|
||||||
|
<dd>{{ partyInfo.openingDate ? (partyInfo.openingDate | dateFormat) : '—' }}</dd>
|
||||||
|
<dt>Maturity</dt>
|
||||||
|
<dd>{{ partyInfo.maturityDate ? (partyInfo.maturityDate | dateFormat) : '—' }}</dd>
|
||||||
|
<dt>Daily Depo</dt>
|
||||||
|
<dd>{{ partyInfo.dailyDepositAmount | number: '1.2-2' }}</dd>
|
||||||
|
<dt>Ledger</dt>
|
||||||
|
<dd>{{ partyInfo.ledgerNo || '—' }}</dd>
|
||||||
|
<dt>Aadhar No</dt>
|
||||||
|
<dd>{{ partyInfo.aadharNo || '—' }}</dd>
|
||||||
|
<dt>Curr Bal</dt>
|
||||||
|
<dd>{{ partyInfo.currentBalance | number: '1.2-2' }}</dd>
|
||||||
|
<!--
|
||||||
|
What should have been collected by today against what has been. Beside the balance
|
||||||
|
rather than instead of it: the balance is what the customer holds, this is whether
|
||||||
|
they have kept to the scheme.
|
||||||
|
-->
|
||||||
|
<dt>Due So Far</dt>
|
||||||
|
<dd>{{ partyInfo.expectedToDate | number: '1.2-2' }}</dd>
|
||||||
|
<dt>Collected</dt>
|
||||||
|
<dd>{{ partyInfo.collectedToDate | number: '1.2-2' }}</dd>
|
||||||
|
@if (schedule(partyInfo); as sched) {
|
||||||
|
<dt [class]="'dte-sched dte-sched--' + sched.state">Schedule</dt>
|
||||||
|
<dd [class]="'dte-sched dte-sched--' + sched.state">{{ sched.text }}</dd>
|
||||||
|
}
|
||||||
|
<dt class="dte-after">Bal. After This Tr</dt>
|
||||||
|
<dd class="dte-after">{{ partyBalanceAfter | number: '1.2-2' }}</dd>
|
||||||
|
</dl>
|
||||||
|
} @else {
|
||||||
|
<p class="dte-info-panel__hint">
|
||||||
|
Pick a party in a collection row below — this panel shows whose account it is and what the balance
|
||||||
|
becomes.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="dte-controls">
|
||||||
|
<mat-form-field appearance="outline" class="dte-field dte-field--agent">
|
||||||
|
<mat-label>Agent</mat-label>
|
||||||
|
<mat-select required formControlName="agentId" (selectionChange)="loadAgent()">
|
||||||
|
@for (agent of selectableAgents; track agent.id) {
|
||||||
|
<mat-option [value]="agent.id">
|
||||||
|
{{ agent.agentCode }} · {{ agent.agentNameId }}
|
||||||
|
@if (!agent.active) {
|
||||||
|
<span class="dte-agent-off">— not collecting</span>
|
||||||
|
}
|
||||||
|
</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
@if (selectableAgents.length === 0) {
|
||||||
|
<mat-hint class="dte-hint--missing">No active agent on file</mat-hint>
|
||||||
|
} @else if (pickedAgentIsInactive) {
|
||||||
|
<!-- Only reachable on a settlement: this agent no longer collects, but the cash they
|
||||||
|
already hold still has to be able to reach a branch. -->
|
||||||
|
<mat-hint class="dte-hint--missing">This agent no longer collects — settling held cash only</mat-hint>
|
||||||
|
} @else if (agentInfo.name) {
|
||||||
|
<mat-hint class="dte-hint--found">
|
||||||
|
{{ agentParties.length }} {{ agentParties.length === 1 ? 'party' : 'parties' }} to collect from
|
||||||
|
</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Date</mat-label>
|
||||||
|
<!-- The date picks out a round, not just a posting date: a Party Tran settles whatever
|
||||||
|
the agent wrote down for that day, so changing it has to fetch that day's list. -->
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
required
|
||||||
|
[matDatepicker]="txnDatePicker"
|
||||||
|
formControlName="transactionDate"
|
||||||
|
(dateChange)="loadPendingEntries(); loadAgentMoney()"
|
||||||
|
/>
|
||||||
|
<mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
|
||||||
|
<mat-datepicker #txnDatePicker></mat-datepicker>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Tran. Type</mat-label>
|
||||||
|
<mat-select required formControlName="transactionType">
|
||||||
|
@for (type of transactionTypes; track type.label) {
|
||||||
|
<mat-option [value]="type.label" [disabled]="!type.supported">
|
||||||
|
{{ type.label }}
|
||||||
|
@if (!type.supported) {
|
||||||
|
<span class="dte-soon"> — not available yet</span>
|
||||||
|
}
|
||||||
|
</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
</mat-form-field>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!--
|
||||||
|
What the agent wrote down on their round, waiting to be counted.
|
||||||
|
|
||||||
|
This used to be an empty grid the clerk typed the round into, and typing it posted it: a
|
||||||
|
customer was credited the moment a line was keyed, whether or not the cash behind it ever
|
||||||
|
reached the branch. The agent records their own collections now, and what the clerk does here
|
||||||
|
is agree with them - so there is nothing to type, only a list to check against a bag of cash.
|
||||||
|
-->
|
||||||
|
@if (isPartyTran && agentInfo.name) {
|
||||||
|
<div class="dte-section">
|
||||||
|
<div class="dte-section__header">
|
||||||
|
<i class="fas fa-list"></i>
|
||||||
|
<h3>Collections up to {{ entryForm.get('transactionDate')?.value | dateFormat }}</h3>
|
||||||
|
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadPendingEntries()">
|
||||||
|
<i class="fas fa-sync"></i> Refresh
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (pendingLoading) {
|
||||||
|
<p class="dte-empty">Reading this agent's entries...</p>
|
||||||
|
} @else if (pendingEntries.length === 0) {
|
||||||
|
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding up to this date.</p>
|
||||||
|
} @else {
|
||||||
|
@for (entry of pendingEntries; track entry.id) {
|
||||||
|
<div class="dte-pending-row">
|
||||||
|
<!-- The day the agent took it, on the line itself. All the lines carry the date
|
||||||
|
chosen above, but a row that says so can be read, printed or shown to the agent
|
||||||
|
on its own without the header to explain it. -->
|
||||||
|
<span class="dte-pending-row__date">{{ entry.entryDate | dateFormat }}</span>
|
||||||
|
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
||||||
|
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
||||||
|
<span class="dte-pending-row__mode"
|
||||||
|
>{{ entry.transactionMode }}
|
||||||
|
@if (entry.advanceDays) {
|
||||||
|
· {{ entry.advanceDays }}d advance
|
||||||
|
}
|
||||||
|
@if (entry.arrearsDays) {
|
||||||
|
· {{ entry.arrearsDays }}d previous
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="dte-total">
|
||||||
|
<span>{{ pendingEntries.length }} {{ pendingEntries.length === 1 ? 'entry' : 'entries' }}</span>
|
||||||
|
<strong>{{ pendingTotal | number: '1.2-2' }}</strong>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!--
|
||||||
|
The figure the clerk counts against, said in words rather than left as a column total -
|
||||||
|
it is the one number they are acting on, and the rest of the panel is working out.
|
||||||
|
|
||||||
|
It says what the agent wrote down and stops there. The money side - what is owed, what the
|
||||||
|
cashier has taken in, and applying it - is Agent Tran, so each type has one job.
|
||||||
|
-->
|
||||||
|
<p class="dte-expected dte-expected--note">
|
||||||
|
Everything {{ agentInfo.name }} wrote down and has not handed in yet, up to this date, customer by
|
||||||
|
customer. The cash and its receipts are under Agent Tran.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!--
|
||||||
|
The agent's money: what they owe on everything written down, what the cashier has taken in
|
||||||
|
against it, and what is left.
|
||||||
|
|
||||||
|
This used to be a form the clerk typed an amount into to take the agent's cash in here. The
|
||||||
|
cash is taken at the cashier's counter now, into the agent's own GL account, and one way to take
|
||||||
|
the same cash in is the only safe number of ways - so there is nothing to type. What is done here
|
||||||
|
is applying the cashier's receipts to the customers, in Apply DDS Receipt.
|
||||||
|
-->
|
||||||
|
@if (isAgentTran && agentInfo.name) {
|
||||||
|
<div class="dte-section">
|
||||||
|
<div class="dte-section__header">
|
||||||
|
<i class="fas fa-hand-holding-usd"></i>
|
||||||
|
<h3>Agent's cash</h3>
|
||||||
|
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadAgentMoney()">
|
||||||
|
<i class="fas fa-sync"></i> Refresh
|
||||||
|
</button>
|
||||||
|
<button
|
||||||
|
mat-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
class="dte-apply-receipt"
|
||||||
|
(click)="openApplyReceipt()"
|
||||||
|
>
|
||||||
|
<i class="fas fa-receipt"></i> Apply DDS Receipt
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (!agentGlCode) {
|
||||||
|
<p class="dte-expected dte-expected--note">
|
||||||
|
{{ agentInfo.name }} has no GL account, so the cashier has nowhere to take their cash. Set one on Agent
|
||||||
|
Master.
|
||||||
|
</p>
|
||||||
|
} @else {
|
||||||
|
<!-- The GL the cashier takes this agent's cash into - the code to key at Transaction Entry. -->
|
||||||
|
<p class="dte-expected">
|
||||||
|
Agent GL: <strong>{{ agentGlCode }}{{ agentGlName ? ' · ' + agentGlName : '' }}</strong> — the cashier
|
||||||
|
takes {{ agentInfo.name }}'s cash into this GL (Entry Type DDS).
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="dte-money">
|
||||||
|
<div class="dte-money__box">
|
||||||
|
<span class="dte-money__label">To take</span>
|
||||||
|
<strong>{{ agentOwed | number: '1.2-2' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dte-money__box">
|
||||||
|
<span class="dte-money__label">Received (approved)</span>
|
||||||
|
<strong>{{ agentReceived | number: '1.2-2' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dte-money__box" [class.dte-money__box--due]="agentBalance > 0">
|
||||||
|
<span class="dte-money__label">Still to take</span>
|
||||||
|
<strong>{{ agentBalance | number: '1.2-2' }}</strong>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
@if (agentReceivedBeyondDay > 0) {
|
||||||
|
<p class="dte-expected dte-expected--note">
|
||||||
|
{{ agentReceivedBeyondDay | number: '1.2-2' }} received at the counter is more than everything outstanding
|
||||||
|
up to {{ entryForm.get('transactionDate')?.value | dateFormat }}. Check the voucher was taken for the
|
||||||
|
right agent.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
@if (agentWaiting > 0) {
|
||||||
|
<p class="dte-expected dte-expected--note">
|
||||||
|
{{ agentWaiting | number: '1.2-2' }} more is at the counter awaiting the manager's approval.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
|
||||||
|
<h4 class="dte-subhead">
|
||||||
|
Outstanding entries up to {{ entryForm.get('transactionDate')?.value | dateFormat }}
|
||||||
|
</h4>
|
||||||
|
@if (agentMoneyLoading) {
|
||||||
|
<p class="dte-empty">Reading this agent's entries...</p>
|
||||||
|
} @else if (agentDays.length === 0) {
|
||||||
|
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding.</p>
|
||||||
|
} @else {
|
||||||
|
@for (day of agentDays; track day.date) {
|
||||||
|
<div class="dte-pending-row dte-pending-row--day" (click)="toggleAgentDay(day.date)">
|
||||||
|
<span class="dte-pending-row__date">{{ day.date | dateFormat }}</span>
|
||||||
|
<span class="dte-pending-row__name">
|
||||||
|
{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}
|
||||||
|
</span>
|
||||||
|
<span class="dte-pending-row__amount">{{ day.total | number: '1.2-2' }}</span>
|
||||||
|
<i [class]="agentOpenDay === day.date ? 'fas fa-chevron-up' : 'fas fa-chevron-down'"></i>
|
||||||
|
</div>
|
||||||
|
@if (agentOpenDay === day.date) {
|
||||||
|
<div class="dte-day-lines">
|
||||||
|
@for (entry of day.entries; track entry.id) {
|
||||||
|
<div class="dte-pending-row">
|
||||||
|
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
||||||
|
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
||||||
|
<span class="dte-pending-row__mode"
|
||||||
|
>{{ entry.transactionMode }}
|
||||||
|
@if (entry.advanceDays) {
|
||||||
|
· {{ entry.advanceDays }}d advance
|
||||||
|
}
|
||||||
|
@if (entry.arrearsDays) {
|
||||||
|
· {{ entry.arrearsDays }}d previous
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
<h4 class="dte-subhead">Cashier receipts</h4>
|
||||||
|
@if (agentReceipts.length === 0) {
|
||||||
|
<p class="dte-empty">
|
||||||
|
No DDS receipt on {{ agentInfo.name }}'s GL account{{ agentGlCode ? ' ' + agentGlCode : '' }} waiting to
|
||||||
|
be applied.
|
||||||
|
</p>
|
||||||
|
} @else {
|
||||||
|
@for (receipt of agentReceipts; track receipt.id) {
|
||||||
|
<div class="dte-pending-row">
|
||||||
|
<span class="dte-pending-row__code">{{ receipt.voucherNo }}</span>
|
||||||
|
<span class="dte-pending-row__date">{{ receipt.txnDate | dateFormat }}</span>
|
||||||
|
<span class="dte-pending-row__name">{{ receipt.cashierName || '—' }}</span>
|
||||||
|
<span class="dte-status" [class.dte-status--ok]="receipt.status === 'APPROVED'">
|
||||||
|
{{ receipt.status === 'APPROVED' ? 'Approved' : 'Awaiting manager' }}
|
||||||
|
</span>
|
||||||
|
<span class="dte-pending-row__amount">{{ receipt.amount | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (isWithdrawDeposite) {
|
||||||
|
<div class="dte-section">
|
||||||
|
<div class="dte-section__header">
|
||||||
|
<i class="fas fa-exchange-alt"></i>
|
||||||
|
<h3>Withdraw Deposite</h3>
|
||||||
|
</div>
|
||||||
|
<div class="dte-grid">
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Creditor Party Code</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
formControlName="creditorPartyCode"
|
||||||
|
[matAutocomplete]="creditorAuto"
|
||||||
|
#creditorTrigger="matAutocompleteTrigger"
|
||||||
|
(click)="creditorTrigger.openPanel()"
|
||||||
|
(focus)="creditorTrigger.openPanel()"
|
||||||
|
(blur)="settleTransferParty('creditor')"
|
||||||
|
placeholder="Search by code or name…"
|
||||||
|
autocomplete="off"
|
||||||
|
/>
|
||||||
|
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
|
||||||
|
>arrow_drop_down</mat-icon
|
||||||
|
>
|
||||||
|
<mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||||
|
@for (party of transferPartyOptions('creditor'); track party.id) {
|
||||||
|
<mat-option [value]="party.partyCode">
|
||||||
|
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
||||||
|
</mat-option>
|
||||||
|
}
|
||||||
|
@if (transferPartyOptions('creditor').length === 0) {
|
||||||
|
<mat-option disabled>No open DDS account matches</mat-option>
|
||||||
|
}
|
||||||
|
</mat-autocomplete>
|
||||||
|
<mat-hint>Account the money goes into</mat-hint>
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Creditor Party Name</mat-label>
|
||||||
|
<input matInput formControlName="creditorPartyName" readonly />
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Creditor Curr Bal</mat-label>
|
||||||
|
<input matInput formControlName="creditorPartyBalance" readonly />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Debit Party Code</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
formControlName="debitPartyCode"
|
||||||
|
[matAutocomplete]="debitAuto"
|
||||||
|
#debitTrigger="matAutocompleteTrigger"
|
||||||
|
(click)="debitTrigger.openPanel()"
|
||||||
|
(focus)="debitTrigger.openPanel()"
|
||||||
|
(blur)="settleTransferParty('debit')"
|
||||||
|
placeholder="Search by code or name…"
|
||||||
|
autocomplete="off"
|
||||||
|
/>
|
||||||
|
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); debitTrigger.openPanel()"
|
||||||
|
>arrow_drop_down</mat-icon
|
||||||
|
>
|
||||||
|
<mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||||
|
@for (party of transferPartyOptions('debit'); track party.id) {
|
||||||
|
<mat-option [value]="party.partyCode">
|
||||||
|
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
||||||
|
</mat-option>
|
||||||
|
}
|
||||||
|
@if (transferPartyOptions('debit').length === 0) {
|
||||||
|
<mat-option disabled>No open DDS account matches</mat-option>
|
||||||
|
}
|
||||||
|
</mat-autocomplete>
|
||||||
|
@if (transferToItself) {
|
||||||
|
<mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
|
||||||
|
} @else {
|
||||||
|
<mat-hint>Account the money is taken from</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Debit Party Name</mat-label>
|
||||||
|
<input matInput formControlName="debitPartyName" readonly />
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Debit Curr Bal</mat-label>
|
||||||
|
<input matInput formControlName="debitPartyBalance" readonly />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="dte-field">
|
||||||
|
<mat-label>Amount</mat-label>
|
||||||
|
<input matInput type="number" formControlName="withdrawAmount" />
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="dte-field dte-field--wide">
|
||||||
|
<mat-label>Description</mat-label>
|
||||||
|
<input matInput formControlName="withdrawDescription" />
|
||||||
|
</mat-form-field>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
|
||||||
|
<div class="dte-section">
|
||||||
|
<p class="dte-empty">
|
||||||
|
"{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
|
||||||
|
the backend distinguishes these transaction types.
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="dte-action-bar">
|
||||||
|
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||||
|
<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
|
||||||
|
<button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
|
||||||
|
<button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
|
||||||
|
<button mat-stroked-button type="button" (click)="signature()">Signature</button>
|
||||||
|
<!-- Party Tran and Agent Tran are read here, never saved: the agent writes the round down on
|
||||||
|
their own screen and the cash is taken in at the cashier's counter. Agent Tran applies the
|
||||||
|
cashier's receipts from its own Apply DDS Receipt. Only Withdraw Deposite still saves. -->
|
||||||
|
@if (!isPartyTran && !isAgentTran) {
|
||||||
|
<button
|
||||||
|
mat-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
[disabled]="entryForm.invalid || transferToItself"
|
||||||
|
(click)="save()"
|
||||||
|
>
|
||||||
|
Save
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</form>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,488 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
$primary: #0f766e;
|
||||||
|
|
||||||
|
.dte-container {
|
||||||
|
// Wider than a normal form page: a collection row carries six fields side by side, and a clerk
|
||||||
|
// keying a round should see the whole of it.
|
||||||
|
max-width: 1280px;
|
||||||
|
margin: 0 auto;
|
||||||
|
padding: 20px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 16px;
|
||||||
|
margin-bottom: 20px;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-back {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-card {
|
||||||
|
background: var(--md-sys-color-surface, #fff);
|
||||||
|
border-radius: 8px;
|
||||||
|
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||||
|
padding: 20px 24px 24px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-info-panels {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: 1fr 1fr;
|
||||||
|
gap: 16px;
|
||||||
|
margin-bottom: 20px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-info-panel {
|
||||||
|
border: 1px solid rgb(0 0 0 / 10%);
|
||||||
|
border-radius: 8px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
background: rgb(15 118 110 / 4%);
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
font-weight: 600;
|
||||||
|
font-size: 13px;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
color: $primary;
|
||||||
|
margin-bottom: 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__hint {
|
||||||
|
margin: 0;
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
font-size: 13px;
|
||||||
|
}
|
||||||
|
|
||||||
|
dl {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: auto 1fr;
|
||||||
|
gap: 4px 12px;
|
||||||
|
margin: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
dt {
|
||||||
|
font-weight: 500;
|
||||||
|
color: rgb(0 0 0 / 60%);
|
||||||
|
font-size: 13px;
|
||||||
|
}
|
||||||
|
|
||||||
|
dd {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 13px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-controls {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 12px;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
margin-bottom: 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
// A sensible floor for the fields laid out with flex in .dte-controls, where there is room to spare.
|
||||||
|
.dte-field {
|
||||||
|
min-width: 180px;
|
||||||
|
|
||||||
|
&--wide {
|
||||||
|
grid-column: span 2;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// Inside the collection grid the track decides the width, not the field. Left to its own 180px
|
||||||
|
// floor a field refuses to shrink into a narrower track and overruns the one beside it.
|
||||||
|
.dte-collection-row .dte-field {
|
||||||
|
width: 100%;
|
||||||
|
min-width: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-section {
|
||||||
|
padding: 16px 0;
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
// A very narrow window scrolls the grid sideways rather than the whole page.
|
||||||
|
overflow-x: auto;
|
||||||
|
|
||||||
|
&__header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
margin-bottom: 16px;
|
||||||
|
|
||||||
|
i {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
h3 {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 16px;
|
||||||
|
font-weight: 600;
|
||||||
|
flex: 1;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-add-row {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-empty {
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
font-size: 14px;
|
||||||
|
margin: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-grid {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(3, 1fr);
|
||||||
|
gap: 8px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* One collection per row. Fixed columns rather than an even split, so the row holds its shape as
|
||||||
|
* fields come and go - Cheque No and Token No only appear for a non-cash entry - and the party
|
||||||
|
* picker gets the width its "code · name · daily amount" needs.
|
||||||
|
*/
|
||||||
|
.dte-collection-row {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns:
|
||||||
|
minmax(0, 2.2fr) /* Party */
|
||||||
|
minmax(0, 1fr) /* TRTP */
|
||||||
|
minmax(0, 1fr) /* AC Type */
|
||||||
|
minmax(0, 1.4fr) /* A/C No. */
|
||||||
|
minmax(0, 1fr) /* Amount */
|
||||||
|
minmax(0, 1.6fr) /* Description */
|
||||||
|
auto; /* remove */
|
||||||
|
|
||||||
|
gap: 8px 12px;
|
||||||
|
align-items: start;
|
||||||
|
padding: 10px 0;
|
||||||
|
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||||
|
|
||||||
|
&:first-of-type {
|
||||||
|
border-top: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Cheque No and Token No push Description and the remove button onto a second line, which is
|
||||||
|
// what a non-cash entry should look like rather than a row running off the screen.
|
||||||
|
&:has(.dte-field--instrument) {
|
||||||
|
grid-template-columns:
|
||||||
|
minmax(0, 2.2fr) minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.4fr) minmax(0, 1fr)
|
||||||
|
minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.6fr) auto;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-collection-row .dte-field--wide {
|
||||||
|
grid-column: span 2;
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 1200px) {
|
||||||
|
.dte-collection-row,
|
||||||
|
.dte-collection-row:has(.dte-field--instrument) {
|
||||||
|
grid-template-columns: repeat(3, minmax(0, 1fr)) auto;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-remove-row {
|
||||||
|
color: #b91c1c;
|
||||||
|
margin-top: 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-action-bar {
|
||||||
|
display: flex;
|
||||||
|
justify-content: flex-end;
|
||||||
|
gap: 12px;
|
||||||
|
margin-top: 20px;
|
||||||
|
padding-top: 16px;
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
flex-wrap: wrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 1000px) {
|
||||||
|
.dte-info-panels {
|
||||||
|
grid-template-columns: 1fr;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-grid {
|
||||||
|
grid-template-columns: repeat(2, 1fr);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-collection-row {
|
||||||
|
grid-template-columns: repeat(2, 1fr);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Resolved name under an Agent / Party Code field — the check that the right record was found. */
|
||||||
|
.dte-hint--found {
|
||||||
|
color: #15803d;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-hint--missing {
|
||||||
|
color: #b91c1c;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Marks an agent in the list who is no longer collecting - only offered for settlement. */
|
||||||
|
.dte-agent-off {
|
||||||
|
color: #b45309;
|
||||||
|
font-size: 12px;
|
||||||
|
font-style: italic;
|
||||||
|
margin-left: 6px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* The figure the clerk actually verifies against the passbook before saving. */
|
||||||
|
.dte-after {
|
||||||
|
font-weight: 600;
|
||||||
|
color: #0f766e;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* What the agent should be handing over for this round. */
|
||||||
|
.dte-total {
|
||||||
|
display: flex;
|
||||||
|
justify-content: flex-end;
|
||||||
|
align-items: baseline;
|
||||||
|
gap: 14px;
|
||||||
|
padding: 10px 4px 2px;
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 10%);
|
||||||
|
font-size: 0.88rem;
|
||||||
|
color: rgb(0 0 0 / 60%);
|
||||||
|
|
||||||
|
strong {
|
||||||
|
font-size: 1.1rem;
|
||||||
|
color: rgb(0 0 0 / 85%);
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Marks a transaction type the system does not handle yet, so it reads as pending rather than broken. */
|
||||||
|
.dte-soon {
|
||||||
|
font-size: 0.78rem;
|
||||||
|
font-style: italic;
|
||||||
|
color: rgb(0 0 0 / 45%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Marks a party this agent has already collected from today, on the row where it is picked.
|
||||||
|
*
|
||||||
|
* Amber, not red: a customer paying twice in a day is legitimate - arrears, or two days at once -
|
||||||
|
* so this is a second look, not an error. Blocking it would stop real work; saying nothing lets a
|
||||||
|
* whole round be credited twice.
|
||||||
|
*/
|
||||||
|
.dte-hint--again {
|
||||||
|
color: #b45309;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Where a party stands against its instalments. Three states rather than one colour, because they
|
||||||
|
* call for three different things from the clerk: ahead means take nothing, behind means take more
|
||||||
|
* than the daily amount, level means take the daily amount as usual.
|
||||||
|
*
|
||||||
|
* Behind is amber, not red - falling a few days behind is ordinary in daily collection and is the
|
||||||
|
* agent's job to recover, not an error. Red here would cry wolf on most rows.
|
||||||
|
*/
|
||||||
|
.dte-hint--ahead,
|
||||||
|
.dte-sched--ahead {
|
||||||
|
color: #15803d;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-hint--behind,
|
||||||
|
.dte-sched--behind {
|
||||||
|
color: #b45309;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-hint--level,
|
||||||
|
.dte-sched--level {
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* In the party panel the schedule line carries more weight than the fields around it. */
|
||||||
|
.dte-sched {
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Says why a party in the list cannot be picked, beside the party rather than in a tooltip. */
|
||||||
|
.dte-covered {
|
||||||
|
color: #15803d;
|
||||||
|
font-size: 0.8rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* An amount that looks like a slip. Red rather than the amber used for arrears: arrears are ordinary
|
||||||
|
* and the agent's job to recover, while this is a figure that probably was not handed over at all,
|
||||||
|
* and once saved it cannot be taken back. It still does not block - the clerk decides.
|
||||||
|
*/
|
||||||
|
.dte-hint--overpay {
|
||||||
|
color: #b91c1c;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
The agent's written-down round, as the counter reads it.
|
||||||
|
|
||||||
|
Laid out as lines rather than as the input grid this replaced: there is nothing to fill in here,
|
||||||
|
only a list to check a bag of cash against, and controls would invite editing something the clerk
|
||||||
|
has no business editing.
|
||||||
|
*/
|
||||||
|
.dte-pending-row {
|
||||||
|
display: flex;
|
||||||
|
align-items: baseline;
|
||||||
|
gap: 12px;
|
||||||
|
padding: 10px 2px;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
|
||||||
|
&:last-of-type {
|
||||||
|
border-bottom: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* First, and in the quieter weight: the date is context for the line, not what is being read. */
|
||||||
|
&__date {
|
||||||
|
min-width: 96px;
|
||||||
|
opacity: 0.7;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__code {
|
||||||
|
font-weight: 600;
|
||||||
|
min-width: 84px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__name {
|
||||||
|
flex: 1;
|
||||||
|
min-width: 0;
|
||||||
|
overflow: hidden;
|
||||||
|
text-overflow: ellipsis;
|
||||||
|
white-space: nowrap;
|
||||||
|
opacity: 0.75;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__mode {
|
||||||
|
font-size: 12px;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.5px;
|
||||||
|
opacity: 0.6;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Amounts are read down the column and compared, so the digits have to line up. */
|
||||||
|
&__amount {
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
font-weight: 600;
|
||||||
|
min-width: 96px;
|
||||||
|
text-align: right;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* The one figure the clerk acts on, said as a sentence so it is not read as another column total. */
|
||||||
|
.dte-expected {
|
||||||
|
margin: 14px 2px 0;
|
||||||
|
font-size: 14px;
|
||||||
|
line-height: 1.5;
|
||||||
|
|
||||||
|
strong {
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Quieter than the figure above it: a note about how the screen behaves, not part of the count. */
|
||||||
|
.dte-expected--note {
|
||||||
|
font-size: 13px;
|
||||||
|
opacity: 0.65;
|
||||||
|
margin-top: 4px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-apply-receipt {
|
||||||
|
margin-left: 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Agent Tran: what the agent owes, what the cashier has taken in, and what is left. */
|
||||||
|
.dte-money {
|
||||||
|
display: flex;
|
||||||
|
gap: 12px;
|
||||||
|
margin: 8px 0 12px;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
|
||||||
|
&__box {
|
||||||
|
flex: 1;
|
||||||
|
min-width: 160px;
|
||||||
|
padding: 10px 14px;
|
||||||
|
border: 1px solid rgb(0 0 0 / 10%);
|
||||||
|
border-radius: 8px;
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 4px;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
|
||||||
|
strong {
|
||||||
|
font-size: 18px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--due {
|
||||||
|
border-color: rgb(198 40 40 / 40%);
|
||||||
|
background: rgb(198 40 40 / 4%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
&__label {
|
||||||
|
font-size: 12px;
|
||||||
|
opacity: 0.7;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-subhead {
|
||||||
|
margin: 16px 0 4px;
|
||||||
|
font-size: 14px;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-pending-row--day {
|
||||||
|
cursor: pointer;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-day-lines {
|
||||||
|
margin-left: 24px;
|
||||||
|
max-height: 280px;
|
||||||
|
overflow-y: auto;
|
||||||
|
border-left: 3px solid rgb(25 118 210 / 30%);
|
||||||
|
padding-left: 10px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-status {
|
||||||
|
font-size: 12px;
|
||||||
|
padding: 2px 8px;
|
||||||
|
border-radius: 10px;
|
||||||
|
background: rgb(237 108 2 / 12%);
|
||||||
|
color: #b45309;
|
||||||
|
|
||||||
|
&--ok {
|
||||||
|
background: rgb(46 125 50 / 12%);
|
||||||
|
color: #2e7d32;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-list-arrow {
|
||||||
|
cursor: pointer;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dte-same-party {
|
||||||
|
color: #c62828;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
File diff suppressed because it is too large
Load Diff
+58
@@ -0,0 +1,58 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<h2 mat-dialog-title>{{ title }}</h2>
|
||||||
|
|
||||||
|
<mat-dialog-content>
|
||||||
|
<mat-form-field appearance="outline" class="dcd-field">
|
||||||
|
<mat-label>Party</mat-label>
|
||||||
|
<mat-select [(ngModel)]="partyCode" (selectionChange)="partyChanged()">
|
||||||
|
@for (p of eligibleParties; track p.id) {
|
||||||
|
<mat-option [value]="p.partyCode">
|
||||||
|
{{ p.partyCode }} · {{ p.partyName }} · Daily {{ p.dailyDepositAmount | number: '1.0-0' }}
|
||||||
|
</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
@if (eligibleParties.length === 0) {
|
||||||
|
<!-- Only reachable on the arrears side: nobody is behind within the window. -->
|
||||||
|
<mat-hint class="dcd-none">No party has recoverable days</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="dcd-field">
|
||||||
|
<mat-label>Days</mat-label>
|
||||||
|
<mat-select [(ngModel)]="days" [disabled]="!partyCode">
|
||||||
|
@for (d of dayOptions; track d) {
|
||||||
|
<mat-option [value]="d">{{ d }} {{ d === 1 ? 'day' : 'days' }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
@if (isAdvance) {
|
||||||
|
<mat-hint>Up to 5 days</mat-hint>
|
||||||
|
} @else if (partyCode) {
|
||||||
|
<mat-hint>Only days still within the catch-up window</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<!--
|
||||||
|
What it comes to, shown before it is added rather than after. The clerk quotes this to the
|
||||||
|
customer, so it has to be the scheme's own figure and has to be visible while deciding.
|
||||||
|
-->
|
||||||
|
@if (amount > 0) {
|
||||||
|
<div class="dcd-amount">
|
||||||
|
<span class="dcd-amount__figure">{{ amount | number: '1.2-2' }}</span>
|
||||||
|
<span class="dcd-amount__basis">
|
||||||
|
{{ days }} × {{ party?.dailyDepositAmount | number: '1.2-2' }} daily
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</mat-dialog-content>
|
||||||
|
|
||||||
|
<mat-dialog-actions align="end">
|
||||||
|
<button mat-button mat-dialog-close type="button">Cancel</button>
|
||||||
|
<button mat-raised-button color="primary" type="button" [disabled]="!canAdd" (click)="add()">Add</button>
|
||||||
|
</mat-dialog-actions>
|
||||||
+42
@@ -0,0 +1,42 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
.dcd-field {
|
||||||
|
width: 100%;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dcd-none {
|
||||||
|
color: #b45309;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* The figure the clerk quotes at the counter. Larger than the fields above it because it is the one
|
||||||
|
* thing the customer is told, and it is shown with its basis so the clerk can say where it came from
|
||||||
|
* rather than just naming a number.
|
||||||
|
*/
|
||||||
|
.dcd-amount {
|
||||||
|
display: flex;
|
||||||
|
align-items: baseline;
|
||||||
|
gap: 10px;
|
||||||
|
margin-top: 6px;
|
||||||
|
padding: 12px 14px;
|
||||||
|
border-radius: 6px;
|
||||||
|
background: rgb(15 118 110 / 8%);
|
||||||
|
|
||||||
|
&__figure {
|
||||||
|
font-size: 1.3rem;
|
||||||
|
font-weight: 600;
|
||||||
|
color: #0f766e;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__basis {
|
||||||
|
font-size: 0.8rem;
|
||||||
|
color: rgb(0 0 0 / 60%);
|
||||||
|
}
|
||||||
|
}
|
||||||
+117
@@ -0,0 +1,117 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { FormsModule } from '@angular/forms';
|
||||||
|
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||||
|
import { MatButtonModule } from '@angular/material/button';
|
||||||
|
import { MatSelectModule } from '@angular/material/select';
|
||||||
|
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||||
|
import { MatInputModule } from '@angular/material/input';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Collecting for days other than today - either paid ahead, or owed from days gone by.
|
||||||
|
*
|
||||||
|
* Both are the same act from the counter's side: the customer is paying for a number of days, and
|
||||||
|
* what that comes to is the scheme's business, not the clerk's. So the clerk picks days and the
|
||||||
|
* amount follows. Typing an amount instead would let the daily figure be worked around a little at a
|
||||||
|
* time, and would quote the customer something the scheme does not charge.
|
||||||
|
*
|
||||||
|
* The two differ only in how many days are on offer. Paying ahead is capped by the bank's allowance.
|
||||||
|
* Paying arrears is capped by what is still inside the catch-up window - older instalments are gone,
|
||||||
|
* and offering them would have the clerk asking for money the bank has already written off.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-day-collection-dialog',
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
FormsModule,
|
||||||
|
MatDialogModule,
|
||||||
|
MatButtonModule,
|
||||||
|
MatSelectModule,
|
||||||
|
MatFormFieldModule,
|
||||||
|
MatInputModule
|
||||||
|
],
|
||||||
|
templateUrl: './day-collection-dialog.component.html',
|
||||||
|
styleUrls: ['./day-collection-dialog.component.scss']
|
||||||
|
})
|
||||||
|
export class DayCollectionDialogComponent {
|
||||||
|
private dialogRef = inject(MatDialogRef<DayCollectionDialogComponent>);
|
||||||
|
/** { mode: 'advance' | 'previous', parties: [] } - the agent's parties, as the screen already has them. */
|
||||||
|
data = inject<any>(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
|
partyCode = '';
|
||||||
|
days: number | '' = '';
|
||||||
|
|
||||||
|
get isAdvance(): boolean {
|
||||||
|
return this.data?.mode === 'advance';
|
||||||
|
}
|
||||||
|
|
||||||
|
get title(): string {
|
||||||
|
return this.isAdvance ? 'Collect in advance' : 'Collect previous days';
|
||||||
|
}
|
||||||
|
|
||||||
|
get party(): any {
|
||||||
|
return (this.data?.parties || []).find((p: any) => String(p.partyCode) === this.partyCode) || null;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The parties this can be used on.
|
||||||
|
*
|
||||||
|
* Paying ahead is offered to anyone. Paying arrears is offered only where there are arrears still
|
||||||
|
* inside the window - on an account that is up to date there is nothing to collect for past days,
|
||||||
|
* and listing it would invite an entry that is really an advance in disguise.
|
||||||
|
*/
|
||||||
|
get eligibleParties(): any[] {
|
||||||
|
const parties = this.data?.parties || [];
|
||||||
|
return this.isAdvance ? parties : parties.filter((p: any) => Number(p.recoverableAmount || 0) > 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* How many days may be picked. Five ahead, matching the bank's allowance and the server's own
|
||||||
|
* check; for arrears, only what has not yet fallen out of the catch-up window.
|
||||||
|
*/
|
||||||
|
get dayOptions(): number[] {
|
||||||
|
const daily = Number(this.party?.dailyDepositAmount || 0);
|
||||||
|
if (!this.party || daily <= 0) {
|
||||||
|
return [];
|
||||||
|
}
|
||||||
|
const limit = this.isAdvance
|
||||||
|
? 5
|
||||||
|
: Math.floor(Number(this.party.recoverableAmount || 0) / daily);
|
||||||
|
return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1);
|
||||||
|
}
|
||||||
|
|
||||||
|
get amount(): number {
|
||||||
|
return Number(this.party?.dailyDepositAmount || 0) * Number(this.days || 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Clearing the days when the party changes - a count valid for one account is not for another. */
|
||||||
|
partyChanged(): void {
|
||||||
|
this.days = '';
|
||||||
|
}
|
||||||
|
|
||||||
|
get canAdd(): boolean {
|
||||||
|
return !!this.partyCode && Number(this.days) > 0 && this.amount > 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
add(): void {
|
||||||
|
this.dialogRef.close({
|
||||||
|
partyCode: this.partyCode,
|
||||||
|
days: Number(this.days),
|
||||||
|
amount: this.amount,
|
||||||
|
// Sent as days, not just an amount: the server recomputes what they come to and checks it
|
||||||
|
// against this account, so the figure quoted here is the one that gets posted.
|
||||||
|
advanceDays: this.isAdvance ? Number(this.days) : undefined,
|
||||||
|
arrearsDays: this.isAdvance ? undefined : Number(this.days)
|
||||||
|
});
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,21 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="nd-head">
|
||||||
|
<span class="nd-head__ic"><fa-icon icon="info-circle"></fa-icon></span>
|
||||||
|
<h2 class="nd-head__title">{{ data.heading }}</h2>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<mat-dialog-content>
|
||||||
|
<p class="nd-message">{{ data.message }}</p>
|
||||||
|
</mat-dialog-content>
|
||||||
|
|
||||||
|
<!-- One button, because there is nothing here to agree to or call off. -->
|
||||||
|
<mat-dialog-actions align="end">
|
||||||
|
<button mat-flat-button color="primary" mat-dialog-close>OK</button>
|
||||||
|
</mat-dialog-actions>
|
||||||
@@ -0,0 +1,44 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
.nd-head {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 12px;
|
||||||
|
padding: 18px 24px 4px;
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Teal rather than the amber or red the platform's other dialogs use. Nothing has gone wrong here
|
||||||
|
* and nothing is at risk - the clerk is being told a fact about the agent they picked, and a
|
||||||
|
* warning colour would send them looking for a fault that is not there.
|
||||||
|
*/
|
||||||
|
&__ic {
|
||||||
|
display: grid;
|
||||||
|
place-items: center;
|
||||||
|
width: 34px;
|
||||||
|
height: 34px;
|
||||||
|
border-radius: 8px;
|
||||||
|
background: rgb(15 118 110 / 10%);
|
||||||
|
color: #0f766e;
|
||||||
|
flex: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 1.05rem;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-message {
|
||||||
|
margin: 0;
|
||||||
|
max-width: 44ch;
|
||||||
|
font-size: 0.9rem;
|
||||||
|
line-height: 1.55;
|
||||||
|
color: rgb(0 0 0 / 70%);
|
||||||
|
}
|
||||||
@@ -0,0 +1,39 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, inject } from '@angular/core';
|
||||||
|
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
||||||
|
import { MatButtonModule } from '@angular/material/button';
|
||||||
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Something the clerk needs told, with nothing to decide.
|
||||||
|
*
|
||||||
|
* The platform's confirmation dialog asks a question - Cancel or Confirm - and its buttons imply a
|
||||||
|
* choice. Used for a plain statement it leaves the clerk hunting for what they are agreeing to, and
|
||||||
|
* "Cancel" reads as though the thing being described could be undone. The error dialog has the right
|
||||||
|
* single button but dresses the message in red, which turns "this agent has no parties" into a fault.
|
||||||
|
*
|
||||||
|
* So: one button, and the message stands on its own.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-notice-dialog',
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
MatDialogModule,
|
||||||
|
MatButtonModule,
|
||||||
|
FaIconComponent
|
||||||
|
],
|
||||||
|
templateUrl: './notice-dialog.component.html',
|
||||||
|
styleUrls: ['./notice-dialog.component.scss']
|
||||||
|
})
|
||||||
|
export class NoticeDialogComponent {
|
||||||
|
/** { heading, message } */
|
||||||
|
data = inject<any>(MAT_DIALOG_DATA);
|
||||||
|
}
|
||||||
@@ -0,0 +1,557 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="dav-page">
|
||||||
|
@if (isLoading) {
|
||||||
|
<div class="dav-card dav-state">
|
||||||
|
<mat-spinner diameter="32"></mat-spinner>
|
||||||
|
<span>Loading account…</span>
|
||||||
|
</div>
|
||||||
|
} @else if (!account) {
|
||||||
|
<div class="dav-card dav-state">
|
||||||
|
<fa-icon icon="inbox" size="2x"></fa-icon>
|
||||||
|
<span>DDS account not found</span>
|
||||||
|
<button class="dav-btn" (click)="back()"><fa-icon icon="arrow-left"></fa-icon> DDS Accounts</button>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<!-- Banner, as the savings account page opens -->
|
||||||
|
<div class="dav-banner">
|
||||||
|
<div class="dav-banner__icon"><fa-icon icon="coins"></fa-icon></div>
|
||||||
|
<div class="dav-banner__text">
|
||||||
|
<span class="dav-pill" [ngClass]="'dav-pill--' + (account.status || '').toLowerCase()"
|
||||||
|
>● {{ account.status }}</span
|
||||||
|
>
|
||||||
|
<h2 class="dav-banner__title">{{ account.subType }}</h2>
|
||||||
|
<div class="dav-banner__meta">
|
||||||
|
<span class="dav-banner__label">Account Number</span>
|
||||||
|
<span class="dav-banner__value dav-mono">{{ account.accountNo }}</span>
|
||||||
|
<span class="dav-banner__label">Client Name</span>
|
||||||
|
<span class="dav-banner__value">{{ account.clientName || account.partyName }}</span>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="dav-banner__boxes">
|
||||||
|
<div class="dav-box">
|
||||||
|
<span class="dav-box__label">Current Balance</span>
|
||||||
|
<span class="dav-box__value">₹{{ account.currentBalance || 0 | formatNumber }}</span>
|
||||||
|
</div>
|
||||||
|
<div class="dav-box">
|
||||||
|
<span class="dav-box__label">Maturity Amount</span>
|
||||||
|
<span class="dav-box__value">₹{{ account.maturityAmount || 0 | formatNumber }}</span>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="dav-banner__actions">
|
||||||
|
<button class="dav-icon-btn" (click)="back()" matTooltip="Back to DDS Accounts">
|
||||||
|
<fa-icon icon="arrow-left"></fa-icon>
|
||||||
|
</button>
|
||||||
|
<button class="dav-icon-btn" (click)="openInPartyMaster()" matTooltip="Open in DDS Party Master">
|
||||||
|
<fa-icon icon="pen"></fa-icon>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Tabs -->
|
||||||
|
<div class="dav-tabs">
|
||||||
|
<button class="dav-tab" [class.dav-tab--on]="tab === 'general'" (click)="tab = 'general'">
|
||||||
|
<fa-icon icon="info-circle"></fa-icon> General
|
||||||
|
</button>
|
||||||
|
<button class="dav-tab" [class.dav-tab--on]="tab === 'transactions'" (click)="tab = 'transactions'">
|
||||||
|
<fa-icon icon="exchange-alt"></fa-icon> Transactions
|
||||||
|
</button>
|
||||||
|
<button class="dav-tab" [class.dav-tab--on]="tab === 'passbook'" (click)="tab = 'passbook'">
|
||||||
|
<fa-icon icon="book"></fa-icon> Passbook
|
||||||
|
</button>
|
||||||
|
<button class="dav-tab" [class.dav-tab--on]="tab === 'nominees'" (click)="tab = 'nominees'">
|
||||||
|
<fa-icon icon="user"></fa-icon> Nominees
|
||||||
|
</button>
|
||||||
|
@if (account.status === 'CLOSED') {
|
||||||
|
<button class="dav-tab" [class.dav-tab--on]="tab === 'closure'" (click)="tab = 'closure'">
|
||||||
|
<fa-icon icon="lock"></fa-icon> Closure
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Closure: how a closed account was closed and where its money went -->
|
||||||
|
@if (tab === 'closure') {
|
||||||
|
@if (!closure) {
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-row"><span>Loading closure details…</span></div>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="dav-columns">
|
||||||
|
<div class="dav-column">
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-card__head"><span class="dav-card__dot"></span> How It Closed</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Type</span>
|
||||||
|
<strong>
|
||||||
|
{{ closureLabels[closure.closureType] || closure.closureType }}
|
||||||
|
@if (closure.withinLockin) {
|
||||||
|
<em class="dav-closure-tag">within lock-in</em>
|
||||||
|
}
|
||||||
|
</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Closed On</span><strong>{{ closure.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
||||||
|
</div>
|
||||||
|
@if (closure.paidOutBy) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Paid Out By</span><strong>{{ closure.paidOutBy }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Closed By</span><strong>{{ closure.closedBy || '—' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Approved By</span><strong>{{ closure.approvedBy || '—' }}</strong>
|
||||||
|
</div>
|
||||||
|
@if (closure.lockinOverrideReason) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Reason</span><strong>{{ closure.lockinOverrideReason }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (closure.shortfallBorneBy) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Cost Borne By</span>
|
||||||
|
<strong>{{
|
||||||
|
closure.shortfallBorneBy === 'AGENT' ? 'Agent — ' + closure.agentCode : 'Customer'
|
||||||
|
}}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-card__head"><span class="dav-card__dot"></span> The Money</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Balance at Close</span><strong>₹{{ closure.balanceAtClose || 0 | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
@if (closure.interestRecovered > 0) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Interest Recovered</span
|
||||||
|
><strong class="dav-dr">− ₹{{ closure.interestRecovered | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (closure.interestToppedUpByAgent > 0) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Interest Funded by Agent</span
|
||||||
|
><strong class="dav-cr">+ ₹{{ closure.interestToppedUpByAgent | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
<div class="dav-row dav-closure-total">
|
||||||
|
<span>Paid Out</span><strong>₹{{ closure.paidOut || 0 | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
@if (closure.closureType === 'PREMATURE') {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Agent Penalty ({{ closure.agentCode }})</span
|
||||||
|
><strong>₹{{ closure.agentCommissionPenalty || 0 | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="dav-column">
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-card__head"><span class="dav-card__dot"></span> Where It Went</div>
|
||||||
|
@if (closure.destination === 'OWN_ACCOUNT') {
|
||||||
|
<div class="dav-row"><span>Paid Into</span><strong>Customer's own account</strong></div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Account</span><strong class="dav-mono">{{ closure.creditedAccount?.accountNo }}</strong>
|
||||||
|
</div>
|
||||||
|
@if (closure.creditedAccount?.productName) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Product</span><strong>{{ closure.creditedAccount.productName }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (closure.creditedAccount?.owner) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Holder</span><strong>{{ closure.creditedAccount.owner }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
} @else if (closure.destination === 'SUNDRY') {
|
||||||
|
<div class="dav-row"><span>Parked In</span><strong>Sundry (customer has no account here)</strong></div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>GL Account</span
|
||||||
|
><strong class="dav-mono">{{ closure.sundryGl?.glCode }} · {{ closure.sundryGl?.glName }}</strong>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="dav-row"><span>Paid Out</span><strong>Nothing - the balance was nil</strong></div>
|
||||||
|
}
|
||||||
|
@if (closure.voucherNo) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Voucher</span><strong class="dav-mono">{{ closure.voucherNo }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (closure.payoutDate) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Paid On</span><strong>{{ closure.payoutDate | date: 'dd MMMM yyyy' }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (closure.passbookNote) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Passbook Note</span><strong>{{ closure.passbookNote }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (closure.ledgerEntries?.length) {
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-card__head"><span class="dav-card__dot"></span> Ledger Entry</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Transaction ID</span><strong class="dav-mono">{{ closure.ledgerTransactionId }}</strong>
|
||||||
|
</div>
|
||||||
|
@for (leg of closure.ledgerEntries; track $index) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>{{ leg.glCode }} · {{ leg.glName }}</span>
|
||||||
|
<strong [class.dav-dr]="leg.side === 'DR'" [class.dav-cr]="leg.side === 'CR'">
|
||||||
|
{{ leg.side }} ₹{{ leg.amount | formatNumber }}
|
||||||
|
</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- General -->
|
||||||
|
@if (tab === 'general') {
|
||||||
|
<div class="dav-columns">
|
||||||
|
<div class="dav-column">
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-card__head"><span class="dav-card__dot"></span> DDS Details</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Account Number</span><strong class="dav-mono">{{ account.accountNo }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Party Code</span><strong>{{ account.partyCode }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Client Name</span><strong>{{ account.clientName }} ({{ account.clientId }})</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Agent</span><strong>{{ account.agentCode }} · {{ account.agentName }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Branch</span><strong>{{ account.officeName }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Product</span><strong>{{ account.subType }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Opened On</span><strong>{{ account.openingDate | date: 'dd MMMM yyyy' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Matures On</span><strong>{{ account.maturityDate | date: 'dd MMMM yyyy' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Daily Deposit</span><strong>₹{{ account.dailyDepositAmount || 0 | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Term</span><strong>{{ account.month }} months · {{ account.days }} days</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Interest Rate</span><strong>{{ account.interestRate }} %</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Currency</span><strong>Indian Rupee <em class="dav-mono">[INR]</em></strong>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-card__head"><span class="dav-card__dot"></span> Performance History</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Total Collected</span><strong class="dav-cr">₹{{ totalOf('PARTY_TRAN') | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Total Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Total Paid Out</span><strong class="dav-dr">₹{{ totalDebitsAll | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="dav-column">
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-card__head"><span class="dav-card__dot"></span> Account Summary</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Collected to Date</span><strong>₹{{ account.collectedToDate || 0 | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Expected to Date</span><strong>₹{{ account.expectedToDate || 0 | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Standing</span>
|
||||||
|
<strong>
|
||||||
|
@if (account.advanceDays > 0) {
|
||||||
|
{{ account.advanceDays }} days ahead
|
||||||
|
} @else if (account.arrearsDays > 0) {
|
||||||
|
<span class="dav-dr">{{ account.arrearsDays }} days behind</span>
|
||||||
|
} @else {
|
||||||
|
Up to date
|
||||||
|
}
|
||||||
|
</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Instalments Due</span><strong>{{ account.instalmentsDue ?? 0 }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Interest Calculated, Not Posted</span
|
||||||
|
><strong>₹{{ account.interestCalc || 0 | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row"><span>Interest Calculated Using</span><strong>Daily Balance</strong></div>
|
||||||
|
<div class="dav-row"><span>Days in Year</span><strong>365 Days</strong></div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Last Interest Date</span
|
||||||
|
><strong>{{ account.interestDate ? (account.interestDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Last Transaction Date</span
|
||||||
|
><strong>{{ lastTransactionDate ? (lastTransactionDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Maturity Amount</span><strong>₹{{ account.maturityAmount || 0 | formatNumber }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Lien</span>
|
||||||
|
<strong>{{ account.lien ? 'Yes — ₹' + (account.amountHeldUnderLien || 0) : 'No' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Freeze</span><strong>{{ account.freezeCode || 'Normal' }}</strong>
|
||||||
|
</div>
|
||||||
|
@if (account.closeDate) {
|
||||||
|
<div class="dav-row">
|
||||||
|
<span>Closed On</span><strong>{{ account.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- Transactions -->
|
||||||
|
@if (tab === 'transactions') {
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-toolbar">
|
||||||
|
<div class="dav-datepick">
|
||||||
|
<span>From</span>
|
||||||
|
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
||||||
|
</div>
|
||||||
|
<div class="dav-datepick">
|
||||||
|
<span>To</span>
|
||||||
|
<input type="date" [formControl]="toDateControl" [max]="today" />
|
||||||
|
</div>
|
||||||
|
<button class="dav-btn" (click)="showToday()"><fa-icon icon="clock"></fa-icon> Today</button>
|
||||||
|
@if (hasDateFilters) {
|
||||||
|
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
||||||
|
}
|
||||||
|
<div class="dav-totals">
|
||||||
|
<span class="dav-cr">Credits ₹{{ totalCredits | formatNumber }}</span>
|
||||||
|
<span class="dav-dr">Debits ₹{{ totalDebits | formatNumber }}</span>
|
||||||
|
</div>
|
||||||
|
<button class="dav-btn dav-btn--primary" (click)="exportCsv()" [disabled]="shownTransactions.length === 0">
|
||||||
|
Export
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (shownTransactions.length === 0) {
|
||||||
|
<div class="dav-state">
|
||||||
|
<fa-icon icon="inbox" size="2x"></fa-icon>
|
||||||
|
<span>{{
|
||||||
|
hasDateFilters
|
||||||
|
? 'Nothing moved on this account in these dates'
|
||||||
|
: 'Nothing has been credited to this account yet'
|
||||||
|
}}</span>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="dav-table-wrap">
|
||||||
|
<table class="dav-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>#</th>
|
||||||
|
<th>ID</th>
|
||||||
|
<th>Transaction Date</th>
|
||||||
|
<th>Transaction Type</th>
|
||||||
|
<th>Voucher</th>
|
||||||
|
<th>Description</th>
|
||||||
|
<th class="dav-right">Debit</th>
|
||||||
|
<th class="dav-right">Credit</th>
|
||||||
|
<th class="dav-right">Balance</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (txn of shownTransactions; track txn.id; let i = $index) {
|
||||||
|
<tr>
|
||||||
|
<td>{{ i + 1 }}</td>
|
||||||
|
<td>{{ txn.id }}</td>
|
||||||
|
<td>{{ txn.transactionDate | date: 'dd MMMM yyyy' }}</td>
|
||||||
|
<td>{{ label(txn.transactionType) }}</td>
|
||||||
|
<td class="dav-mono">{{ txn.voucherNo || '—' }}</td>
|
||||||
|
<td class="dav-desc">{{ txn.description }}</td>
|
||||||
|
<td class="dav-right">
|
||||||
|
{{ txn.direction === 'DEBIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
||||||
|
</td>
|
||||||
|
<td class="dav-right">
|
||||||
|
{{ txn.direction === 'CREDIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
||||||
|
</td>
|
||||||
|
<td class="dav-right">
|
||||||
|
<strong>₹{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- Passbook: the same entries oldest first, the way a passbook is written up, and printable -->
|
||||||
|
@if (tab === 'passbook') {
|
||||||
|
<div class="dav-card">
|
||||||
|
<div class="dav-toolbar dav-noprint">
|
||||||
|
<div class="dav-datepick">
|
||||||
|
<span>From</span>
|
||||||
|
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
||||||
|
</div>
|
||||||
|
<div class="dav-datepick">
|
||||||
|
<span>To</span>
|
||||||
|
<input type="date" [formControl]="toDateControl" [max]="today" />
|
||||||
|
</div>
|
||||||
|
@if (hasDateFilters) {
|
||||||
|
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
||||||
|
}
|
||||||
|
<button class="dav-btn dav-btn--primary dav-push" (click)="printPassbook()">
|
||||||
|
<fa-icon icon="print"></fa-icon> Print
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="dav-passbook" id="dds-passbook">
|
||||||
|
<div class="dav-pb-head">
|
||||||
|
<div>
|
||||||
|
<div class="dav-pb-title">DDS Passbook</div>
|
||||||
|
<div class="dav-pb-sub">{{ account.officeName }}</div>
|
||||||
|
</div>
|
||||||
|
<div class="dav-pb-grid">
|
||||||
|
<span>Account No</span><strong class="dav-mono">{{ account.accountNo }}</strong> <span>Party Code</span
|
||||||
|
><strong>{{ account.partyCode }}</strong> <span>Name</span
|
||||||
|
><strong>{{ account.clientName || account.partyName }}</strong> <span>Product</span
|
||||||
|
><strong>{{ account.subType }} · {{ account.interestRate }} %</strong> <span>Opened On</span
|
||||||
|
><strong>{{ account.openingDate | date: 'dd/MM/yyyy' }}</strong> <span>Agent</span
|
||||||
|
><strong>{{ account.agentCode }}</strong>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (passbookEntries.length === 0) {
|
||||||
|
<div class="dav-state">
|
||||||
|
<span>{{ hasDateFilters ? 'No entries in these dates' : 'No entries yet' }}</span>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<table class="dav-table dav-pb-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Date</th>
|
||||||
|
<th>Voucher</th>
|
||||||
|
<th>Particulars</th>
|
||||||
|
<th class="dav-right">Withdrawals</th>
|
||||||
|
<th class="dav-right">Deposits</th>
|
||||||
|
<th class="dav-right">Balance</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (txn of passbookEntries; track txn.id) {
|
||||||
|
<tr>
|
||||||
|
<td>{{ txn.transactionDate | date: 'dd/MM/yyyy' }}</td>
|
||||||
|
<td class="dav-mono">{{ txn.voucherNo || '' }}</td>
|
||||||
|
<td>
|
||||||
|
{{ label(txn.transactionType) }}
|
||||||
|
@if (txn.description) {
|
||||||
|
<span class="dav-pb-note">{{ txn.description }}</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td class="dav-right">{{ txn.direction === 'DEBIT' ? (txn.amount | formatNumber) : '' }}</td>
|
||||||
|
<td class="dav-right">{{ txn.direction === 'CREDIT' ? (txn.amount | formatNumber) : '' }}</td>
|
||||||
|
<td class="dav-right">
|
||||||
|
<strong>{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
<tfoot>
|
||||||
|
<tr>
|
||||||
|
<td colspan="3"><strong>Total</strong></td>
|
||||||
|
<td class="dav-right">
|
||||||
|
<strong>{{ totalDebits | formatNumber }}</strong>
|
||||||
|
</td>
|
||||||
|
<td class="dav-right">
|
||||||
|
<strong>{{ totalCredits | formatNumber }}</strong>
|
||||||
|
</td>
|
||||||
|
<td class="dav-right">
|
||||||
|
<strong>{{ passbookClosingBalance | formatNumber }}</strong>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
</tfoot>
|
||||||
|
</table>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- Nominees -->
|
||||||
|
@if (tab === 'nominees') {
|
||||||
|
<div class="dav-card">
|
||||||
|
@if (!account.nominees || account.nominees.length === 0) {
|
||||||
|
<div class="dav-state">
|
||||||
|
<fa-icon icon="user" size="2x"></fa-icon>
|
||||||
|
<span>No nominee on this account</span>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="dav-table-wrap">
|
||||||
|
<table class="dav-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>#</th>
|
||||||
|
<th>Name</th>
|
||||||
|
<th>Relation</th>
|
||||||
|
<th>Gender</th>
|
||||||
|
<th>Mobile</th>
|
||||||
|
<th>Birth Date</th>
|
||||||
|
<th>Nominated On</th>
|
||||||
|
<th>Guardian</th>
|
||||||
|
<th class="dav-right">{{ account.nomineeSplitMode === 'Sequence' ? 'Order' : 'Share %' }}</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (nominee of account.nominees; track nominee.id; let i = $index) {
|
||||||
|
<tr>
|
||||||
|
<td>{{ i + 1 }}</td>
|
||||||
|
<td>
|
||||||
|
<strong>{{ nominee.name }}</strong>
|
||||||
|
</td>
|
||||||
|
<td>{{ nominee.relation }}</td>
|
||||||
|
<td>{{ nominee.gender }}</td>
|
||||||
|
<td>{{ nominee.mobileNo || '—' }}</td>
|
||||||
|
<td>{{ nominee.birthDate ? (nominee.birthDate | date: 'dd MMM yyyy') : '—' }}</td>
|
||||||
|
<td>{{ nominee.nominationDate ? (nominee.nominationDate | date: 'dd MMM yyyy') : '—' }}</td>
|
||||||
|
<td>{{ nominee.guardianName || '—' }}</td>
|
||||||
|
<td class="dav-right">
|
||||||
|
{{ account.nomineeSplitMode === 'Sequence' ? nominee.sequenceNo : (nominee.sharePercent ?? '—') }}
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,459 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/* One DDS account's page, laid out the way the savings account page is: a banner, tabs, cards. */
|
||||||
|
|
||||||
|
.dav-page {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 16px;
|
||||||
|
padding: 24px 32px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-mono {
|
||||||
|
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||||
|
font-style: normal;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-cr {
|
||||||
|
color: #047857;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-dr {
|
||||||
|
color: #b91c1c;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-right {
|
||||||
|
text-align: right !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* ── Banner ───────────────────────────────────────────────────────────── */
|
||||||
|
|
||||||
|
.dav-banner {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 16px;
|
||||||
|
padding: 16px 24px;
|
||||||
|
border-radius: 16px;
|
||||||
|
color: #fff;
|
||||||
|
background: linear-gradient(90deg, #1e3a8a 0%, #2d3fb4 55%, #5b47d6 100%);
|
||||||
|
box-shadow: 0 8px 24px rgb(30 58 138 / 25%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__icon {
|
||||||
|
width: 48px;
|
||||||
|
height: 48px;
|
||||||
|
border-radius: 12px;
|
||||||
|
display: grid;
|
||||||
|
place-items: center;
|
||||||
|
font-size: 1.3rem;
|
||||||
|
background: rgb(255 255 255 / 16%);
|
||||||
|
border: 1px solid rgb(255 255 255 / 25%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__text {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 4px;
|
||||||
|
min-width: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-pill {
|
||||||
|
align-self: flex-start;
|
||||||
|
padding: 2px 10px;
|
||||||
|
border-radius: 999px;
|
||||||
|
font-size: 0.7rem;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
background: rgb(16 185 129 / 25%);
|
||||||
|
color: #a7f3d0;
|
||||||
|
border: 1px solid rgb(167 243 208 / 40%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-pill--closed {
|
||||||
|
background: rgb(148 163 184 / 25%);
|
||||||
|
color: #e2e8f0;
|
||||||
|
border-color: rgb(226 232 240 / 40%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 1.25rem;
|
||||||
|
font-weight: 700;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__meta {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
align-items: baseline;
|
||||||
|
gap: 6px 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__label {
|
||||||
|
font-size: 0.7rem;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.06em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: rgb(255 255 255 / 60%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__value {
|
||||||
|
font-size: 0.9rem;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__boxes {
|
||||||
|
margin-left: auto;
|
||||||
|
display: flex;
|
||||||
|
gap: 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-box {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 4px;
|
||||||
|
padding: 10px 18px;
|
||||||
|
border-radius: 12px;
|
||||||
|
background: rgb(255 255 255 / 12%);
|
||||||
|
border: 1px solid rgb(255 255 255 / 25%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-box__label {
|
||||||
|
font-size: 0.68rem;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.06em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: rgb(255 255 255 / 70%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-box__value {
|
||||||
|
font-size: 1.15rem;
|
||||||
|
font-weight: 700;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__actions {
|
||||||
|
display: flex;
|
||||||
|
gap: 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-icon-btn {
|
||||||
|
width: 38px;
|
||||||
|
height: 38px;
|
||||||
|
border-radius: 50%;
|
||||||
|
border: 1px solid rgb(255 255 255 / 35%);
|
||||||
|
background: rgb(255 255 255 / 12%);
|
||||||
|
color: #fff;
|
||||||
|
cursor: pointer;
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: rgb(255 255 255 / 22%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* ── Tabs ─────────────────────────────────────────────────────────────── */
|
||||||
|
|
||||||
|
.dav-tabs {
|
||||||
|
display: flex;
|
||||||
|
gap: 8px;
|
||||||
|
padding: 8px;
|
||||||
|
border-radius: 14px;
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid rgb(0 0 0 / 7%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-tab {
|
||||||
|
flex: 1;
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
justify-content: center;
|
||||||
|
gap: 6px;
|
||||||
|
padding: 10px 16px;
|
||||||
|
border: 0;
|
||||||
|
border-radius: 10px;
|
||||||
|
background: transparent;
|
||||||
|
font-size: 0.95rem;
|
||||||
|
font-weight: 600;
|
||||||
|
color: #475569;
|
||||||
|
cursor: pointer;
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: #f1f5f9;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-tab--on {
|
||||||
|
color: #fff;
|
||||||
|
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||||
|
box-shadow: 0 4px 12px rgb(37 99 235 / 30%);
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* ── Cards ────────────────────────────────────────────────────────────── */
|
||||||
|
|
||||||
|
.dav-columns {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(auto-fit, minmax(380px, 1fr));
|
||||||
|
gap: 16px;
|
||||||
|
align-items: start;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-column {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-card {
|
||||||
|
border-radius: 14px;
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid rgb(0 0 0 / 7%);
|
||||||
|
overflow: hidden;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-card__head {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 12px;
|
||||||
|
padding: 14px 20px;
|
||||||
|
font-size: 1rem;
|
||||||
|
font-weight: 700;
|
||||||
|
background: #f8fafc;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-card__dot {
|
||||||
|
width: 30px;
|
||||||
|
height: 30px;
|
||||||
|
border-radius: 8px;
|
||||||
|
background: linear-gradient(135deg, #2563eb, #1e40af);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-row {
|
||||||
|
display: flex;
|
||||||
|
justify-content: space-between;
|
||||||
|
gap: 16px;
|
||||||
|
padding: 12px 20px;
|
||||||
|
border-bottom: 1px dashed rgb(0 0 0 / 7%);
|
||||||
|
font-size: 0.92rem;
|
||||||
|
|
||||||
|
&:last-child {
|
||||||
|
border-bottom: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
span {
|
||||||
|
color: #334155;
|
||||||
|
}
|
||||||
|
|
||||||
|
strong {
|
||||||
|
text-align: right;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-state {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
padding: 48px 16px;
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* ── Transactions ─────────────────────────────────────────────────────── */
|
||||||
|
|
||||||
|
.dav-toolbar {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 12px;
|
||||||
|
padding: 14px 20px;
|
||||||
|
background: #f8fafc;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-datepick {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 2px;
|
||||||
|
|
||||||
|
span {
|
||||||
|
font-size: 0.68rem;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.06em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: rgb(0 0 0 / 45%);
|
||||||
|
}
|
||||||
|
|
||||||
|
input {
|
||||||
|
padding: 6px 10px;
|
||||||
|
border-radius: 8px;
|
||||||
|
border: 1px solid rgb(0 0 0 / 15%);
|
||||||
|
font: inherit;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-btn {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
padding: 8px 14px;
|
||||||
|
border-radius: 8px;
|
||||||
|
border: 1px solid rgb(0 0 0 / 15%);
|
||||||
|
background: #fff;
|
||||||
|
font-weight: 600;
|
||||||
|
cursor: pointer;
|
||||||
|
|
||||||
|
&:disabled {
|
||||||
|
opacity: 0.5;
|
||||||
|
cursor: default;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-btn--primary {
|
||||||
|
color: #fff;
|
||||||
|
border-color: transparent;
|
||||||
|
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-totals {
|
||||||
|
margin-left: auto;
|
||||||
|
display: flex;
|
||||||
|
gap: 16px;
|
||||||
|
font-size: 0.88rem;
|
||||||
|
font-weight: 700;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-table-wrap {
|
||||||
|
overflow-x: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
font-size: 0.92rem;
|
||||||
|
|
||||||
|
th {
|
||||||
|
padding: 14px 16px;
|
||||||
|
text-align: left;
|
||||||
|
font-size: 0.72rem;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.06em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: #475569;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
td {
|
||||||
|
padding: 16px;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 5%);
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
tbody tr:nth-child(odd) {
|
||||||
|
background: #f8fafc;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-desc {
|
||||||
|
max-width: 320px;
|
||||||
|
color: rgb(0 0 0 / 65%);
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 720px) {
|
||||||
|
.dav-page {
|
||||||
|
padding: 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-banner__boxes {
|
||||||
|
margin-left: 0;
|
||||||
|
width: 100%;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-tab {
|
||||||
|
font-size: 0.85rem;
|
||||||
|
padding: 8px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* ── Passbook ─────────────────────────────────────────────────────────── */
|
||||||
|
|
||||||
|
.dav-push {
|
||||||
|
margin-left: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-passbook {
|
||||||
|
padding: 20px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-pb-head {
|
||||||
|
display: flex;
|
||||||
|
justify-content: space-between;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 16px 32px;
|
||||||
|
margin-bottom: 16px;
|
||||||
|
padding-bottom: 16px;
|
||||||
|
border-bottom: 2px solid #1e3a8a;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-pb-title {
|
||||||
|
font-size: 1.2rem;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #1e3a8a;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-pb-sub {
|
||||||
|
font-size: 0.85rem;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-pb-grid {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: auto auto;
|
||||||
|
gap: 4px 16px;
|
||||||
|
font-size: 0.88rem;
|
||||||
|
|
||||||
|
span {
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-pb-table {
|
||||||
|
tfoot td {
|
||||||
|
padding: 14px 16px;
|
||||||
|
border-top: 2px solid rgb(0 0 0 / 15%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-pb-note {
|
||||||
|
display: block;
|
||||||
|
font-size: 0.78rem;
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Closure tab */
|
||||||
|
.dav-closure-tag {
|
||||||
|
margin-left: 8px;
|
||||||
|
padding: 1px 8px;
|
||||||
|
border-radius: 999px;
|
||||||
|
background: #fff3e0;
|
||||||
|
color: #e65100;
|
||||||
|
font-size: 0.75rem;
|
||||||
|
font-style: normal;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dav-closure-total {
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 10%);
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
@@ -0,0 +1,297 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { ActivatedRoute, Router } from '@angular/router';
|
||||||
|
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
||||||
|
import { NgClass } from '@angular/common';
|
||||||
|
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||||
|
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||||
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
|
import { forkJoin, of } from 'rxjs';
|
||||||
|
import { catchError } from 'rxjs/operators';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
|
||||||
|
/** What each DDS transaction type is called on screen. */
|
||||||
|
const TRANSACTION_LABELS: Record<string, string> = {
|
||||||
|
PARTY_TRAN: 'Collection',
|
||||||
|
INTEREST_POST: 'Interest',
|
||||||
|
OD_INTEREST_POST: 'OD Interest',
|
||||||
|
MATURITY_PAYOUT: 'Maturity Payout',
|
||||||
|
PREMATURE_PAYOUT: 'Premature Payout',
|
||||||
|
PREMATURE_INT_RECOVERY: 'Interest Recovered (Premature)',
|
||||||
|
PREMATURE_AGENT_TOP_UP: 'Interest Funded by Agent',
|
||||||
|
WITHDRAW_DEPOSITE: 'Transfer (Withdraw Deposite)',
|
||||||
|
TRANSFER: 'Transfer'
|
||||||
|
};
|
||||||
|
|
||||||
|
/**
|
||||||
|
* One DDS account and everything that has moved on it, as the savings account page shows a savings
|
||||||
|
* account: the account's terms and where it stands, then its transactions with the balance after
|
||||||
|
* each, narrowed to a day or a range.
|
||||||
|
*
|
||||||
|
* Read-only. The account is changed from DDS Party Master; its money moves through collections, the
|
||||||
|
* cashier and the batch runs.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-dds-account-view',
|
||||||
|
templateUrl: './dds-account-view.component.html',
|
||||||
|
styleUrls: ['./dds-account-view.component.scss'],
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
ReactiveFormsModule,
|
||||||
|
NgClass,
|
||||||
|
FaIconComponent,
|
||||||
|
MatTooltipModule,
|
||||||
|
MatProgressSpinnerModule,
|
||||||
|
FormatNumberPipe
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class DdsAccountViewComponent implements OnInit {
|
||||||
|
private route = inject(ActivatedRoute);
|
||||||
|
private router = inject(Router);
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
|
||||||
|
isLoading = true;
|
||||||
|
account: any = null;
|
||||||
|
private transactions: any[] = [];
|
||||||
|
|
||||||
|
/** The page's tabs, as the savings account page has them - only those that apply to DDS. */
|
||||||
|
tab: 'general' | 'transactions' | 'passbook' | 'nominees' | 'closure' = 'general';
|
||||||
|
|
||||||
|
/** How a closed account was closed - read only for closed accounts, for the Closure tab. */
|
||||||
|
closure: any = null;
|
||||||
|
|
||||||
|
/** What each kind of closure is called on screen. */
|
||||||
|
readonly closureLabels: Record<string, string> = {
|
||||||
|
PREMATURE: 'Premature Close',
|
||||||
|
MATURITY_PAYOUT_AND_CLOSE: 'Maturity Payout & Close',
|
||||||
|
MATURITY_PAYOUT_THEN_CLOSE: 'Maturity Payout, then Closed',
|
||||||
|
MATURITY_AUTO_CLOSE: 'Maturity Auto Close (night job)',
|
||||||
|
CLOSED_NIL_BALANCE: 'Closed with nil balance'
|
||||||
|
};
|
||||||
|
|
||||||
|
/** The passbook reads oldest first, as it is written up. */
|
||||||
|
get passbookEntries(): any[] {
|
||||||
|
return [...this.shownTransactions].reverse();
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The balance after the last entry shown. */
|
||||||
|
get passbookClosingBalance(): number {
|
||||||
|
const entries = this.passbookEntries;
|
||||||
|
return entries.length > 0 ? Number(entries[entries.length - 1].balanceAfterTransaction || 0) : 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Prints the passbook alone. It is copied into a window of its own with only its own styles, so the
|
||||||
|
* page's menus, banner and tabs do not come out on the paper.
|
||||||
|
*/
|
||||||
|
printPassbook(): void {
|
||||||
|
const passbook = document.getElementById('dds-passbook');
|
||||||
|
const popup = window.open('', '_blank', 'width=900,height=700');
|
||||||
|
if (!passbook || !popup) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
popup.document.write(`<html><head><title>${this.account?.accountNo || 'DDS'} Passbook</title><style>
|
||||||
|
body { font-family: Arial, sans-serif; margin: 24px; color: #111; }
|
||||||
|
.dav-pb-head { display: flex; justify-content: space-between; gap: 24px; margin-bottom: 16px; }
|
||||||
|
.dav-pb-title { font-size: 20px; font-weight: 700; }
|
||||||
|
.dav-pb-sub { color: #555; }
|
||||||
|
.dav-pb-grid { display: grid; grid-template-columns: auto auto; gap: 2px 12px; font-size: 13px; }
|
||||||
|
.dav-pb-grid span { color: #555; }
|
||||||
|
table { width: 100%; border-collapse: collapse; font-size: 13px; }
|
||||||
|
th, td { border: 1px solid #999; padding: 6px 8px; text-align: left; }
|
||||||
|
.dav-right { text-align: right; }
|
||||||
|
.dav-pb-note { display: block; font-size: 11px; color: #555; }
|
||||||
|
</style></head><body>${passbook.innerHTML}</body></html>`);
|
||||||
|
popup.document.close();
|
||||||
|
popup.focus();
|
||||||
|
popup.print();
|
||||||
|
}
|
||||||
|
|
||||||
|
fromDateControl = new FormControl('');
|
||||||
|
toDateControl = new FormControl('');
|
||||||
|
|
||||||
|
readonly today = new Date().toISOString().split('T')[0];
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
const partyId = this.route.snapshot.paramMap.get('partyId');
|
||||||
|
if (!partyId) {
|
||||||
|
this.isLoading = false;
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
forkJoin({
|
||||||
|
account: this.organizationService.getParty(partyId).pipe(catchError(() => of(null))),
|
||||||
|
transactions: this.organizationService.getPartyTransactionsOfParty(partyId).pipe(catchError(() => of([])))
|
||||||
|
}).subscribe(({ account, transactions }) => {
|
||||||
|
this.account = account;
|
||||||
|
if (account?.status === 'CLOSED') {
|
||||||
|
this.organizationService.getPartyClosure(partyId).subscribe({
|
||||||
|
next: (closure: any) => (this.closure = closure),
|
||||||
|
error: () => (this.closure = null)
|
||||||
|
});
|
||||||
|
}
|
||||||
|
// Newest first, and within a day the later entry first - the order a passbook is read back in.
|
||||||
|
this.transactions = (Array.isArray(transactions) ? transactions : []).sort(
|
||||||
|
(a: any, b: any) =>
|
||||||
|
String(b.transactionDate).localeCompare(String(a.transactionDate)) || Number(b.id) - Number(a.id)
|
||||||
|
);
|
||||||
|
this.isLoading = false;
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The transactions in the chosen range - all of them when no range is set. */
|
||||||
|
get shownTransactions(): any[] {
|
||||||
|
const from = this.fromDateControl.value;
|
||||||
|
const to = this.toDateControl.value;
|
||||||
|
return this.transactions.filter((txn: any) => {
|
||||||
|
const day = String(txn.transactionDate || '');
|
||||||
|
if (from && day < String(from)) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (to && day > String(to)) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
return true;
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalCredits(): number {
|
||||||
|
return this.sumOf('CREDIT');
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalDebits(): number {
|
||||||
|
return this.sumOf('DEBIT');
|
||||||
|
}
|
||||||
|
|
||||||
|
private sumOf(direction: string): number {
|
||||||
|
return this.shownTransactions
|
||||||
|
.filter((txn: any) => txn.direction === direction)
|
||||||
|
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Everything of one type ever credited, whatever the date filter says - for the summary cards. */
|
||||||
|
totalOf(type: string): number {
|
||||||
|
return this.transactions
|
||||||
|
.filter((txn: any) => txn.transactionType === type && txn.direction === 'CREDIT')
|
||||||
|
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Interest credited, less any taken back on an early closure. */
|
||||||
|
get interestEarned(): number {
|
||||||
|
const recovered = this.transactions
|
||||||
|
.filter((txn: any) => txn.transactionType === 'PREMATURE_INT_RECOVERY')
|
||||||
|
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||||
|
return (
|
||||||
|
this.totalOf('INTEREST_POST') +
|
||||||
|
this.totalOf('OD_INTEREST_POST') +
|
||||||
|
this.totalOf('PREMATURE_AGENT_TOP_UP') -
|
||||||
|
recovered
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Money that has left the account - payouts, withdrawals, transfers out. */
|
||||||
|
get totalDebitsAll(): number {
|
||||||
|
return this.transactions
|
||||||
|
.filter((txn: any) => txn.direction === 'DEBIT' && txn.transactionType !== 'PREMATURE_INT_RECOVERY')
|
||||||
|
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get lastTransactionDate(): string | null {
|
||||||
|
return this.transactions.length > 0 ? this.transactions[0].transactionDate : null;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The rows on screen, as a spreadsheet the branch can keep or send on. */
|
||||||
|
exportCsv(): void {
|
||||||
|
const header = [
|
||||||
|
'#',
|
||||||
|
'ID',
|
||||||
|
'Transaction Date',
|
||||||
|
'Transaction Type',
|
||||||
|
'Voucher',
|
||||||
|
'Description',
|
||||||
|
'Account',
|
||||||
|
'Debit',
|
||||||
|
'Credit',
|
||||||
|
'Balance'
|
||||||
|
];
|
||||||
|
const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
|
||||||
|
const lines = this.shownTransactions.map((txn: any, index: number) =>
|
||||||
|
[
|
||||||
|
index + 1,
|
||||||
|
txn.id,
|
||||||
|
txn.transactionDate,
|
||||||
|
this.label(txn.transactionType),
|
||||||
|
txn.voucherNo,
|
||||||
|
txn.description,
|
||||||
|
txn.accountNo,
|
||||||
|
txn.direction === 'DEBIT' ? txn.amount : '',
|
||||||
|
txn.direction === 'CREDIT' ? txn.amount : '',
|
||||||
|
txn.balanceAfterTransaction
|
||||||
|
]
|
||||||
|
.map(quote)
|
||||||
|
.join(',')
|
||||||
|
);
|
||||||
|
const blob = new Blob(
|
||||||
|
[[
|
||||||
|
header.map(quote).join(','),
|
||||||
|
...lines
|
||||||
|
].join('\r\n')],
|
||||||
|
{ type: 'text/csv;charset=utf-8' }
|
||||||
|
);
|
||||||
|
const link = document.createElement('a');
|
||||||
|
link.href = URL.createObjectURL(blob);
|
||||||
|
link.download = `${this.account?.accountNo || 'dds-account'}-transactions.csv`;
|
||||||
|
link.click();
|
||||||
|
URL.revokeObjectURL(link.href);
|
||||||
|
}
|
||||||
|
|
||||||
|
get hasDateFilters(): boolean {
|
||||||
|
return !!(this.fromDateControl.value || this.toDateControl.value);
|
||||||
|
}
|
||||||
|
|
||||||
|
showToday(): void {
|
||||||
|
this.fromDateControl.setValue(this.today);
|
||||||
|
this.toDateControl.setValue(this.today);
|
||||||
|
}
|
||||||
|
|
||||||
|
clearDateFilters(): void {
|
||||||
|
this.fromDateControl.setValue('');
|
||||||
|
this.toDateControl.setValue('');
|
||||||
|
}
|
||||||
|
|
||||||
|
label(type: string): string {
|
||||||
|
return TRANSACTION_LABELS[type] || String(type || '').replace(/_/g, ' ');
|
||||||
|
}
|
||||||
|
|
||||||
|
statusClass(): string {
|
||||||
|
switch (this.account?.status) {
|
||||||
|
case 'ACTIVE':
|
||||||
|
return 'status--active';
|
||||||
|
case 'CLOSED':
|
||||||
|
return 'status--closed';
|
||||||
|
default:
|
||||||
|
return 'status--default';
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
back(): void {
|
||||||
|
this.router.navigate(['/accounts/dds-accounts']);
|
||||||
|
}
|
||||||
|
|
||||||
|
openInPartyMaster(): void {
|
||||||
|
this.router.navigate([
|
||||||
|
'/accounts/dds',
|
||||||
|
this.account.id,
|
||||||
|
'edit'
|
||||||
|
]);
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,211 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="acl-page">
|
||||||
|
<!-- Header -->
|
||||||
|
<div class="acl-header accent--rd">
|
||||||
|
<div class="acl-header__icon">
|
||||||
|
<fa-icon icon="coins"></fa-icon>
|
||||||
|
</div>
|
||||||
|
<div class="acl-header__text">
|
||||||
|
<h2 class="acl-header__title">DDS Accounts</h2>
|
||||||
|
<span class="acl-header__count">
|
||||||
|
@if (isLoading) {
|
||||||
|
Loading...
|
||||||
|
} @else {
|
||||||
|
{{ allCount }} accounts · {{ activeCount }} active · {{ closedCount }} closed
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Search Bar -->
|
||||||
|
<div class="acl-search-wrap">
|
||||||
|
<div class="acl-search">
|
||||||
|
<fa-icon icon="search" class="acl-search__icon"></fa-icon>
|
||||||
|
<input
|
||||||
|
[formControl]="searchControl"
|
||||||
|
class="acl-search__input"
|
||||||
|
[placeholder]="
|
||||||
|
searchType === 'accountNo' ? 'Search by account number or party code…' : 'Search by client name…'
|
||||||
|
"
|
||||||
|
/>
|
||||||
|
@if (searchControl.value) {
|
||||||
|
<button class="acl-search__clear" (click)="clearSearch()">
|
||||||
|
<fa-icon icon="times"></fa-icon>
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
<button
|
||||||
|
class="acl-btn acl-btn--toggle"
|
||||||
|
(click)="toggleSearchType()"
|
||||||
|
[matTooltip]="'Switch to ' + (searchType === 'accountNo' ? 'client name' : 'account number') + ' search'"
|
||||||
|
>
|
||||||
|
<fa-icon icon="exchange-alt"></fa-icon>
|
||||||
|
{{ searchType === 'accountNo' ? 'Acct No' : 'Client' }}
|
||||||
|
</button>
|
||||||
|
<button class="acl-btn acl-btn--icon" (click)="loadAccounts()" matTooltip="Refresh">
|
||||||
|
<fa-icon icon="sync-alt"></fa-icon>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Status: all accounts, only the open ones, or only the closed -->
|
||||||
|
<div class="dds-status-filter" role="tablist">
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="dds-status-filter__btn"
|
||||||
|
[class.is-on]="statusFilter === 'ALL'"
|
||||||
|
(click)="setStatusFilter('ALL')"
|
||||||
|
>
|
||||||
|
All <span class="dds-status-filter__count">{{ allCount }}</span>
|
||||||
|
</button>
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="dds-status-filter__btn dds-status-filter__btn--active"
|
||||||
|
[class.is-on]="statusFilter === 'ACTIVE'"
|
||||||
|
(click)="setStatusFilter('ACTIVE')"
|
||||||
|
>
|
||||||
|
Active <span class="dds-status-filter__count">{{ activeCount }}</span>
|
||||||
|
</button>
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="dds-status-filter__btn dds-status-filter__btn--closed"
|
||||||
|
[class.is-on]="statusFilter === 'CLOSED'"
|
||||||
|
(click)="setStatusFilter('CLOSED')"
|
||||||
|
>
|
||||||
|
Closed <span class="dds-status-filter__count">{{ closedCount }}</span>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Date Filters: by the day the account was opened -->
|
||||||
|
<div class="acl-filters">
|
||||||
|
<div class="acl-filters__group">
|
||||||
|
<div class="acl-datepick">
|
||||||
|
<span class="acl-datepick__label">Opened From</span>
|
||||||
|
<input type="date" class="acl-datepick__input" [formControl]="fromDateControl" [max]="today" />
|
||||||
|
</div>
|
||||||
|
<div class="acl-filters__arrow">
|
||||||
|
<fa-icon icon="arrow-right"></fa-icon>
|
||||||
|
</div>
|
||||||
|
<div class="acl-datepick">
|
||||||
|
<span class="acl-datepick__label">To</span>
|
||||||
|
<input type="date" class="acl-datepick__input" [formControl]="toDateControl" [max]="today" />
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="acl-filters__sep"></div>
|
||||||
|
|
||||||
|
<div class="acl-datepick acl-datepick--ason">
|
||||||
|
<span class="acl-datepick__label">
|
||||||
|
<fa-icon icon="clock"></fa-icon>
|
||||||
|
As On Date
|
||||||
|
</span>
|
||||||
|
<input type="date" class="acl-datepick__input" [formControl]="asOnDateControl" [max]="today" />
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (hasDateFilters) {
|
||||||
|
<button class="acl-filters__clear" (click)="clearDateFilters()">
|
||||||
|
<fa-icon icon="times"></fa-icon>
|
||||||
|
Clear
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Table -->
|
||||||
|
<div class="acl-card">
|
||||||
|
@if (isLoading) {
|
||||||
|
<div class="acl-state acl-state--loading">
|
||||||
|
<mat-spinner diameter="32"></mat-spinner>
|
||||||
|
<span>Loading accounts…</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (!isLoading && rows.length === 0) {
|
||||||
|
<div class="acl-state acl-state--empty">
|
||||||
|
<div class="acl-state__icon">
|
||||||
|
<fa-icon icon="inbox"></fa-icon>
|
||||||
|
</div>
|
||||||
|
<p class="acl-state__title">No DDS accounts found</p>
|
||||||
|
<p class="acl-state__sub">Try adjusting your search</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (!isLoading && rows.length > 0) {
|
||||||
|
<div class="acl-table-wrap">
|
||||||
|
<table mat-table [dataSource]="rows" class="acl-table">
|
||||||
|
<ng-container matColumnDef="accountNo">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="acl-th">Account No</th>
|
||||||
|
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||||
|
<span class="acl-acct-no">{{ row.accountNo }}</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="depositType">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Type</th>
|
||||||
|
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||||
|
<span class="acl-type-badge dtype--rd">DDS</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="clientName">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="acl-th">Client</th>
|
||||||
|
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||||
|
<div class="acl-client">
|
||||||
|
<div class="acl-client__avatar">{{ (row.clientName || row.partyName || '?')[0] }}</div>
|
||||||
|
<span class="acl-client__name">{{ row.clientName || row.partyName }}</span>
|
||||||
|
</div>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="productName">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="acl-th">Product</th>
|
||||||
|
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||||
|
<span class="acl-product">{{ row.subType }}</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="balance">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--right">Balance</th>
|
||||||
|
<td mat-cell *matCellDef="let row" class="acl-td acl-td--right">
|
||||||
|
<span class="acl-balance">₹ {{ row.currentBalance || 0 | formatNumber }}</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="status">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Status</th>
|
||||||
|
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||||
|
<span class="acl-status" [ngClass]="getStatusClass(row)">{{ row.status }}</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="actions">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Actions</th>
|
||||||
|
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||||
|
<button class="acl-view-btn" (click)="$event.stopPropagation(); viewAccount(row)" matTooltip="View">
|
||||||
|
<fa-icon icon="eye"></fa-icon>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<tr mat-header-row *matHeaderRowDef="displayedColumns" class="acl-header-row"></tr>
|
||||||
|
<tr mat-row *matRowDef="let row; columns: displayedColumns" class="acl-row" (click)="viewAccount(row)"></tr>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<mat-paginator
|
||||||
|
[length]="totalRecords"
|
||||||
|
[pageSize]="pageSize"
|
||||||
|
[pageIndex]="pageIndex"
|
||||||
|
[pageSizeOptions]="[10, 20, 50, 100]"
|
||||||
|
(page)="onPageChange($event)"
|
||||||
|
class="acl-paginator"
|
||||||
|
showFirstLastButtons
|
||||||
|
></mat-paginator>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,56 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/* All / Active / Closed - which DDS accounts the list shows. */
|
||||||
|
.dds-status-filter {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 8px;
|
||||||
|
margin: 0 0 12px;
|
||||||
|
|
||||||
|
&__btn {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 8px;
|
||||||
|
padding: 6px 14px;
|
||||||
|
border: 1px solid rgb(0 0 0 / 12%);
|
||||||
|
border-radius: 999px;
|
||||||
|
background: #fff;
|
||||||
|
color: rgb(0 0 0 / 70%);
|
||||||
|
font-size: 0.85rem;
|
||||||
|
font-weight: 500;
|
||||||
|
cursor: pointer;
|
||||||
|
|
||||||
|
&.is-on {
|
||||||
|
border-color: #1565c0;
|
||||||
|
background: #e3f2fd;
|
||||||
|
color: #0d47a1;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--active.is-on {
|
||||||
|
border-color: #2e7d32;
|
||||||
|
background: #e8f5e9;
|
||||||
|
color: #1b5e20;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--closed.is-on {
|
||||||
|
border-color: #c62828;
|
||||||
|
background: #ffebee;
|
||||||
|
color: #b71c1c;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
&__count {
|
||||||
|
min-width: 22px;
|
||||||
|
padding: 0 6px;
|
||||||
|
border-radius: 999px;
|
||||||
|
background: rgb(0 0 0 / 8%);
|
||||||
|
font-size: 0.75rem;
|
||||||
|
text-align: center;
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,265 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, OnDestroy, OnInit, inject } from '@angular/core';
|
||||||
|
import { Router } from '@angular/router';
|
||||||
|
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
||||||
|
import { NgClass } from '@angular/common';
|
||||||
|
import { MatPaginator, PageEvent } from '@angular/material/paginator';
|
||||||
|
import {
|
||||||
|
MatCell,
|
||||||
|
MatCellDef,
|
||||||
|
MatColumnDef,
|
||||||
|
MatHeaderCell,
|
||||||
|
MatHeaderCellDef,
|
||||||
|
MatHeaderRow,
|
||||||
|
MatHeaderRowDef,
|
||||||
|
MatRow,
|
||||||
|
MatRowDef,
|
||||||
|
MatTable
|
||||||
|
} from '@angular/material/table';
|
||||||
|
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||||
|
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||||
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
|
import { Subject, merge } from 'rxjs';
|
||||||
|
import { debounceTime, distinctUntilChanged, takeUntil } from 'rxjs/operators';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The DDS accounts, listed the way Savings Accounts lists savings: account number, client, product,
|
||||||
|
* balance and status, searched by account number or client and narrowed by opening date. Each opens
|
||||||
|
* onto the account's own page and its transactions.
|
||||||
|
*
|
||||||
|
* Read-only. Accounts are opened and changed from DDS Party Master; money moves through collections,
|
||||||
|
* the cashier and the batch runs.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-dds-accounts',
|
||||||
|
templateUrl: './dds-accounts.component.html',
|
||||||
|
// The Savings Accounts list's own look, so the two screens read as one family.
|
||||||
|
styleUrls: [
|
||||||
|
'../../accounts/accounts-list/accounts-list.component.scss',
|
||||||
|
'./dds-accounts.component.scss'
|
||||||
|
],
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
ReactiveFormsModule,
|
||||||
|
NgClass,
|
||||||
|
FaIconComponent,
|
||||||
|
MatTable,
|
||||||
|
MatColumnDef,
|
||||||
|
MatHeaderCellDef,
|
||||||
|
MatHeaderCell,
|
||||||
|
MatCellDef,
|
||||||
|
MatCell,
|
||||||
|
MatHeaderRowDef,
|
||||||
|
MatHeaderRow,
|
||||||
|
MatRowDef,
|
||||||
|
MatRow,
|
||||||
|
MatPaginator,
|
||||||
|
MatTooltipModule,
|
||||||
|
MatProgressSpinnerModule,
|
||||||
|
FormatNumberPipe
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class DdsAccountsComponent implements OnInit, OnDestroy {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private router = inject(Router);
|
||||||
|
private destroy$ = new Subject<void>();
|
||||||
|
|
||||||
|
displayedColumns = [
|
||||||
|
'accountNo',
|
||||||
|
'depositType',
|
||||||
|
'clientName',
|
||||||
|
'productName',
|
||||||
|
'balance',
|
||||||
|
'status',
|
||||||
|
'actions'
|
||||||
|
];
|
||||||
|
|
||||||
|
/** Every DDS account, fetched once; search, dates and paging work on this. */
|
||||||
|
private allAccounts: any[] = [];
|
||||||
|
/** The accounts matching the search and dates, whatever their status - what the status counts read. */
|
||||||
|
private beforeStatus: any[] = [];
|
||||||
|
/** The accounts matching the search, dates and status, before paging. */
|
||||||
|
private matching: any[] = [];
|
||||||
|
|
||||||
|
/** Which accounts are shown: all of them, only the open ones, or only the closed. */
|
||||||
|
statusFilter: 'ALL' | 'ACTIVE' | 'CLOSED' = 'ALL';
|
||||||
|
/** The page on screen. */
|
||||||
|
rows: any[] = [];
|
||||||
|
|
||||||
|
pageSize = 20;
|
||||||
|
pageIndex = 0;
|
||||||
|
isLoading = false;
|
||||||
|
|
||||||
|
searchControl = new FormControl('');
|
||||||
|
searchType: 'accountNo' | 'clientName' = 'accountNo';
|
||||||
|
fromDateControl = new FormControl('');
|
||||||
|
toDateControl = new FormControl('');
|
||||||
|
asOnDateControl = new FormControl('');
|
||||||
|
|
||||||
|
readonly today = new Date().toISOString().split('T')[0];
|
||||||
|
|
||||||
|
get totalRecords(): number {
|
||||||
|
return this.matching.length;
|
||||||
|
}
|
||||||
|
|
||||||
|
get activeCount(): number {
|
||||||
|
return this.beforeStatus.filter((account) => account.status === 'ACTIVE').length;
|
||||||
|
}
|
||||||
|
|
||||||
|
get closedCount(): number {
|
||||||
|
return this.beforeStatus.filter((account) => account.status === 'CLOSED').length;
|
||||||
|
}
|
||||||
|
|
||||||
|
get allCount(): number {
|
||||||
|
return this.beforeStatus.length;
|
||||||
|
}
|
||||||
|
|
||||||
|
setStatusFilter(status: 'ALL' | 'ACTIVE' | 'CLOSED'): void {
|
||||||
|
this.statusFilter = status;
|
||||||
|
this.pageIndex = 0;
|
||||||
|
this.applyFilters();
|
||||||
|
}
|
||||||
|
|
||||||
|
get hasDateFilters(): boolean {
|
||||||
|
return !!((this.fromDateControl.value && this.toDateControl.value) || this.asOnDateControl.value);
|
||||||
|
}
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.loadAccounts();
|
||||||
|
|
||||||
|
this.searchControl.valueChanges
|
||||||
|
.pipe(debounceTime(300), distinctUntilChanged(), takeUntil(this.destroy$))
|
||||||
|
.subscribe(() => {
|
||||||
|
this.pageIndex = 0;
|
||||||
|
this.applyFilters();
|
||||||
|
});
|
||||||
|
merge(this.fromDateControl.valueChanges, this.toDateControl.valueChanges, this.asOnDateControl.valueChanges)
|
||||||
|
.pipe(debounceTime(300), takeUntil(this.destroy$))
|
||||||
|
.subscribe(() => {
|
||||||
|
this.pageIndex = 0;
|
||||||
|
this.applyFilters();
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
ngOnDestroy(): void {
|
||||||
|
this.destroy$.next();
|
||||||
|
this.destroy$.complete();
|
||||||
|
}
|
||||||
|
|
||||||
|
loadAccounts(): void {
|
||||||
|
this.isLoading = true;
|
||||||
|
this.organizationService
|
||||||
|
.getParties()
|
||||||
|
.pipe(takeUntil(this.destroy$))
|
||||||
|
.subscribe({
|
||||||
|
next: (parties: any) => {
|
||||||
|
// Newest first, as the savings list shows them.
|
||||||
|
this.allAccounts = (Array.isArray(parties) ? parties : parties?.pageItems || []).sort(
|
||||||
|
(a: any, b: any) => Number(b.id) - Number(a.id)
|
||||||
|
);
|
||||||
|
this.isLoading = false;
|
||||||
|
this.applyFilters();
|
||||||
|
},
|
||||||
|
error: () => {
|
||||||
|
this.allAccounts = [];
|
||||||
|
this.isLoading = false;
|
||||||
|
this.applyFilters();
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Search by account number or client, and by the day the account was opened. */
|
||||||
|
private applyFilters(): void {
|
||||||
|
const term = String(this.searchControl.value || '')
|
||||||
|
.trim()
|
||||||
|
.toLowerCase();
|
||||||
|
const fromVal = this.fromDateControl.value;
|
||||||
|
const toVal = this.toDateControl.value;
|
||||||
|
const bothDates = !!(fromVal && toVal);
|
||||||
|
const asOn = this.asOnDateControl.value;
|
||||||
|
|
||||||
|
this.beforeStatus = this.allAccounts.filter((account: any) => {
|
||||||
|
if (term) {
|
||||||
|
const haystack =
|
||||||
|
this.searchType === 'accountNo'
|
||||||
|
? `${account.accountNo || ''} ${account.partyCode || ''}`
|
||||||
|
: `${account.clientName || ''} ${account.partyName || ''}`;
|
||||||
|
if (!haystack.toLowerCase().includes(term)) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
const opened = String(account.openingDate || '');
|
||||||
|
if (bothDates && opened && (opened < String(fromVal) || opened > String(toVal))) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
// As on a date: the accounts that had been opened by then.
|
||||||
|
if (asOn && opened && opened > String(asOn)) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
return true;
|
||||||
|
});
|
||||||
|
this.matching =
|
||||||
|
this.statusFilter === 'ALL'
|
||||||
|
? this.beforeStatus
|
||||||
|
: this.beforeStatus.filter((account: any) => account.status === this.statusFilter);
|
||||||
|
this.showPage();
|
||||||
|
}
|
||||||
|
|
||||||
|
private showPage(): void {
|
||||||
|
const start = this.pageIndex * this.pageSize;
|
||||||
|
this.rows = this.matching.slice(start, start + this.pageSize);
|
||||||
|
}
|
||||||
|
|
||||||
|
onPageChange(event: PageEvent): void {
|
||||||
|
this.pageIndex = event.pageIndex;
|
||||||
|
this.pageSize = event.pageSize;
|
||||||
|
this.showPage();
|
||||||
|
}
|
||||||
|
|
||||||
|
toggleSearchType(): void {
|
||||||
|
this.searchType = this.searchType === 'accountNo' ? 'clientName' : 'accountNo';
|
||||||
|
this.pageIndex = 0;
|
||||||
|
this.applyFilters();
|
||||||
|
}
|
||||||
|
|
||||||
|
clearSearch(): void {
|
||||||
|
this.searchControl.setValue('');
|
||||||
|
}
|
||||||
|
|
||||||
|
clearDateFilters(): void {
|
||||||
|
this.fromDateControl.setValue('', { emitEvent: false });
|
||||||
|
this.toDateControl.setValue('', { emitEvent: false });
|
||||||
|
this.asOnDateControl.setValue('', { emitEvent: false });
|
||||||
|
this.pageIndex = 0;
|
||||||
|
this.applyFilters();
|
||||||
|
}
|
||||||
|
|
||||||
|
viewAccount(account: any): void {
|
||||||
|
this.router.navigate([
|
||||||
|
'/accounts/dds-accounts',
|
||||||
|
account.id
|
||||||
|
]);
|
||||||
|
}
|
||||||
|
|
||||||
|
getStatusClass(account: any): string {
|
||||||
|
switch (account?.status) {
|
||||||
|
case 'ACTIVE':
|
||||||
|
return 'status--active';
|
||||||
|
case 'CLOSED':
|
||||||
|
return 'status--closed';
|
||||||
|
default:
|
||||||
|
return 'status--default';
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,46 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { AlertService } from 'app/core/alert/alert.service';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Whether the server held a DDS entry for a checker rather than carrying it out. The reply then
|
||||||
|
* names the entry (commandId) and asks for the work to be rolled back, and carries no result of its own.
|
||||||
|
*/
|
||||||
|
export function heldForApproval(response: any): boolean {
|
||||||
|
return !!response?.rollbackTransaction || (!!response?.commandId && response?.resourceId == null);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Tells the clerk their entry went to a checker - with the voucher it will move under - instead of
|
||||||
|
* saying it was done. Nothing has moved yet, and a message that read as though it had would send them
|
||||||
|
* looking for money that is still waiting on a manager.
|
||||||
|
*/
|
||||||
|
export function announceHeldForApproval(
|
||||||
|
response: any,
|
||||||
|
what: string,
|
||||||
|
organizationService: OrganizationService,
|
||||||
|
alertService: AlertService
|
||||||
|
): void {
|
||||||
|
const say = (voucherNo?: string) =>
|
||||||
|
alertService.alert({
|
||||||
|
type: 'Sent for Approval',
|
||||||
|
message:
|
||||||
|
`${what} sent for approval${voucherNo ? ' under voucher ' + voucherNo : ''}. ` +
|
||||||
|
'It takes effect once a checker approves it in Approval Center › DDS Approvals.'
|
||||||
|
});
|
||||||
|
if (!response?.commandId) {
|
||||||
|
say();
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
organizationService.getDdsApproval(response.commandId).subscribe({
|
||||||
|
next: (entry: any) => say(entry?.voucherNo),
|
||||||
|
error: () => say()
|
||||||
|
});
|
||||||
|
}
|
||||||
+265
@@ -0,0 +1,265 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<!-- Laid out as Disbursement & Transfers reviews its requests, and styled by the same sheet. -->
|
||||||
|
<div class="dri dri--dialog">
|
||||||
|
<nav class="cashier-nav cashier-nav--clerk">
|
||||||
|
<span class="dri-header-title">DDS {{ entry.type }} Review</span>
|
||||||
|
<span class="cashier-nav__esc-hint" (click)="close()">✕ Close</span>
|
||||||
|
</nav>
|
||||||
|
|
||||||
|
@if (loading) {
|
||||||
|
<div class="dri-loading">
|
||||||
|
<mat-icon class="dri-loading__icon">hourglass_empty</mat-icon>
|
||||||
|
<span>Loading entry…</span>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="dri-body">
|
||||||
|
<!-- Header card: the voucher it moves under, its status, who made it and when -->
|
||||||
|
<div class="dri-card dri-card--header">
|
||||||
|
<div class="dri-card-header">
|
||||||
|
<div class="dri-card-header__left">
|
||||||
|
<span class="dri-voucher">{{ voucherNo || '—' }}</span>
|
||||||
|
<span class="dri-status" [ngClass]="statusClass(entry.status)">
|
||||||
|
{{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
<div class="dri-card-header__meta">
|
||||||
|
<span class="dri-meta-item">
|
||||||
|
<mat-icon>person</mat-icon>
|
||||||
|
{{ entry.makerName || entry.maker }} ({{ entry.maker }})
|
||||||
|
</span>
|
||||||
|
<span class="dri-meta-item">
|
||||||
|
<mat-icon>schedule</mat-icon>
|
||||||
|
{{ formatDateTime(entry.madeOn) }}
|
||||||
|
</span>
|
||||||
|
@if (entry.status !== 'PENDING' && entry.checker) {
|
||||||
|
<span class="dri-meta-item">
|
||||||
|
<mat-icon>check_circle</mat-icon>
|
||||||
|
Actioned by: {{ entry.checkerName || entry.checker }}
|
||||||
|
</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Summary -->
|
||||||
|
<div class="dri-card">
|
||||||
|
<div class="dri-section-title">
|
||||||
|
<mat-icon>swap_horiz</mat-icon>
|
||||||
|
{{ entry.type }} Summary
|
||||||
|
</div>
|
||||||
|
<div class="dri-detail-grid">
|
||||||
|
<div class="dri-detail-item">
|
||||||
|
<span class="dri-detail-label">Total Amount</span>
|
||||||
|
<span class="dri-detail-value dri-amount">
|
||||||
|
{{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
<div class="dri-detail-item">
|
||||||
|
<span class="dri-detail-label">DR Accounts</span>
|
||||||
|
<span class="dri-detail-value"
|
||||||
|
>{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
|
||||||
|
>
|
||||||
|
</div>
|
||||||
|
<div class="dri-detail-item">
|
||||||
|
<span class="dri-detail-label">CR Accounts</span>
|
||||||
|
<span class="dri-detail-value"
|
||||||
|
>{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
|
||||||
|
>
|
||||||
|
</div>
|
||||||
|
<div class="dri-detail-item dri-detail-item--full">
|
||||||
|
<span class="dri-detail-label">Details</span>
|
||||||
|
<span class="dri-detail-value">{{ entry.details || '—' }}</span>
|
||||||
|
</div>
|
||||||
|
@if (detail?.description) {
|
||||||
|
<div class="dri-detail-item dri-detail-item--full">
|
||||||
|
<span class="dri-detail-label">Description</span>
|
||||||
|
<span class="dri-detail-value">{{ detail.description }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Debit entries -->
|
||||||
|
@if (debitLines.length) {
|
||||||
|
<div class="dri-card">
|
||||||
|
<div class="dri-section-title">
|
||||||
|
<mat-icon>arrow_upward</mat-icon>
|
||||||
|
Debit Entries ({{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }} — funds out)
|
||||||
|
</div>
|
||||||
|
<table class="dri-cr-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>#</th>
|
||||||
|
<th>Account No</th>
|
||||||
|
<th>Account Name</th>
|
||||||
|
<th>Type</th>
|
||||||
|
<th class="num">Amount (DR)</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (line of debitLines; track $index; let i = $index) {
|
||||||
|
<tr>
|
||||||
|
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||||
|
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
||||||
|
<td>{{ line.accountName || '—' }}</td>
|
||||||
|
<td>
|
||||||
|
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
||||||
|
</td>
|
||||||
|
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
<tr class="dri-cr-total-row">
|
||||||
|
<td colspan="4" class="dri-cr-total-label">Total Debit</td>
|
||||||
|
<td class="num dri-cr-total-amount">₹{{ total(debitLines) | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- Credit entries -->
|
||||||
|
@if (creditLines.length) {
|
||||||
|
<div class="dri-card">
|
||||||
|
<div class="dri-section-title">
|
||||||
|
<mat-icon>arrow_downward</mat-icon>
|
||||||
|
Credit Entries ({{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }} — funds in)
|
||||||
|
</div>
|
||||||
|
<table class="dri-cr-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>#</th>
|
||||||
|
<th>Account No</th>
|
||||||
|
<th>Account Name</th>
|
||||||
|
<th>Type</th>
|
||||||
|
<th class="num">Amount (CR)</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (line of creditLines; track $index; let i = $index) {
|
||||||
|
<tr>
|
||||||
|
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||||
|
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
||||||
|
<td>{{ line.accountName || '—' }}</td>
|
||||||
|
<td>
|
||||||
|
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
||||||
|
</td>
|
||||||
|
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
<tr class="dri-cr-total-row">
|
||||||
|
<td colspan="4" class="dri-cr-total-label">Total Credit</td>
|
||||||
|
<td class="num dri-cr-total-amount">₹{{ total(creditLines) | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (entry.status === 'PENDING' && isMine && !done) {
|
||||||
|
<div class="dri-card dri-card--processing">
|
||||||
|
<div class="dri-section-title">
|
||||||
|
<mat-icon>info</mat-icon>
|
||||||
|
Your own entry
|
||||||
|
</div>
|
||||||
|
<p class="dri-processing-text">
|
||||||
|
You made this entry, so another user with checker rights has to approve or reject it.
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (entry.status === 'REJECTED') {
|
||||||
|
<div class="dri-card dri-card--rejected">
|
||||||
|
<div class="dri-section-title">
|
||||||
|
<mat-icon>cancel</mat-icon>
|
||||||
|
Rejected
|
||||||
|
</div>
|
||||||
|
<p class="dri-rejection-text">
|
||||||
|
Nothing was done{{ voucherNo ? '. Voucher ' + voucherNo + ' is cancelled and will not be used' : '' }}.
|
||||||
|
</p>
|
||||||
|
@if (entry.checker) {
|
||||||
|
<div class="dri-meta-item" style="margin-top: 8px">
|
||||||
|
<mat-icon>manage_accounts</mat-icon>
|
||||||
|
{{ entry.checker }}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (entry.status === 'APPROVED') {
|
||||||
|
<div class="dri-card dri-card--approved">
|
||||||
|
<div class="dri-section-title">
|
||||||
|
<mat-icon>check_circle</mat-icon>
|
||||||
|
Approved and carried out
|
||||||
|
</div>
|
||||||
|
<p class="dri-txn-refs cell-mono">
|
||||||
|
{{
|
||||||
|
voucherNo
|
||||||
|
? 'Voucher ' + voucherNo
|
||||||
|
: entry.entity === 'DDSBATCH'
|
||||||
|
? 'Posting is running - refresh for its voucher'
|
||||||
|
: '—'
|
||||||
|
}}
|
||||||
|
</p>
|
||||||
|
<div class="dri-meta-item" style="margin-top: 8px">
|
||||||
|
<mat-icon>manage_accounts</mat-icon>
|
||||||
|
Approved by: {{ entry.checker || '—' }}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (error) {
|
||||||
|
<div class="dri-card dri-card--failed">
|
||||||
|
<div class="dri-section-title">
|
||||||
|
<mat-icon>error</mat-icon>
|
||||||
|
Could not complete
|
||||||
|
</div>
|
||||||
|
<p class="dri-rejection-text">{{ error }}</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (entry.status === 'PENDING' && !done) {
|
||||||
|
<div class="dri-actions">
|
||||||
|
@if (!confirmReject) {
|
||||||
|
<button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
|
||||||
|
<mat-icon>check_circle</mat-icon>
|
||||||
|
{{ working ? 'Processing…' : 'Approve ' + entry.type }}
|
||||||
|
</button>
|
||||||
|
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="confirmReject = true">
|
||||||
|
<mat-icon>cancel</mat-icon>
|
||||||
|
Reject
|
||||||
|
</button>
|
||||||
|
} @else {
|
||||||
|
<div class="dri-reject-form">
|
||||||
|
<label class="dri-reject-label">
|
||||||
|
Reject this entry? Nothing will be done{{
|
||||||
|
voucherNo ? ' and voucher ' + voucherNo + ' will be cancelled' : ''
|
||||||
|
}}.
|
||||||
|
</label>
|
||||||
|
<div class="dri-reject-actions">
|
||||||
|
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="act('reject')">
|
||||||
|
<mat-icon>cancel</mat-icon>
|
||||||
|
{{ working ? 'Processing…' : 'Confirm Rejection' }}
|
||||||
|
</button>
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="dri-btn dri-btn--ghost"
|
||||||
|
[disabled]="working"
|
||||||
|
(click)="confirmReject = false"
|
||||||
|
>
|
||||||
|
Cancel
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,148 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||||
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
|
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* One DDS entry, laid out the way Disbursement & Transfers reviews a request - voucher and status on
|
||||||
|
* top, who made it and when, then the debit and credit entries it moves - and styled by the same
|
||||||
|
* sheet, so a checker reads both queues the same way.
|
||||||
|
*
|
||||||
|
* The checker approves it, which carries it out under the voucher numbered when it was sent, or
|
||||||
|
* rejects it, which leaves nothing done and cancels that number. Neither is offered to the user who
|
||||||
|
* made the entry, and the server refuses it as well.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-dds-approval-review',
|
||||||
|
templateUrl: './dds-approval-review.component.html',
|
||||||
|
styleUrls: ['../../../clerk/disbursement-review/disbursement-review.component.scss'],
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
MatDialogModule,
|
||||||
|
MatIconModule
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class DdsApprovalReviewComponent implements OnInit {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private dialogRef = inject(MatDialogRef<DdsApprovalReviewComponent>);
|
||||||
|
data = inject<any>(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
|
entry: any = this.data.entry;
|
||||||
|
/** The entry in full, with the debit and credit sides it moves. */
|
||||||
|
detail: any = null;
|
||||||
|
loading = true;
|
||||||
|
working = false;
|
||||||
|
confirmReject = false;
|
||||||
|
done = false;
|
||||||
|
error = '';
|
||||||
|
/** Set by an approval, in case the list row did not carry the number yet. */
|
||||||
|
approvedVoucher = '';
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
|
||||||
|
private load(): void {
|
||||||
|
this.organizationService.getDdsApproval(this.entry.id).subscribe({
|
||||||
|
next: (detail: any) => {
|
||||||
|
this.detail = detail;
|
||||||
|
this.entry = { ...this.entry, ...detail };
|
||||||
|
this.loading = false;
|
||||||
|
},
|
||||||
|
error: () => (this.loading = false)
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
get voucherNo(): string {
|
||||||
|
return this.approvedVoucher || this.entry?.voucherNo || '';
|
||||||
|
}
|
||||||
|
|
||||||
|
get debitLines(): any[] {
|
||||||
|
return (this.detail?.lines || []).filter((line: any) => line.side === 'DR');
|
||||||
|
}
|
||||||
|
|
||||||
|
get creditLines(): any[] {
|
||||||
|
return (this.detail?.lines || []).filter((line: any) => line.side === 'CR');
|
||||||
|
}
|
||||||
|
|
||||||
|
total(lines: any[]): number {
|
||||||
|
return lines.reduce((sum: number, line: any) => sum + Number(line.amount || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get isMine(): boolean {
|
||||||
|
return !!this.data.currentUserId && Number(this.entry.makerId) === Number(this.data.currentUserId);
|
||||||
|
}
|
||||||
|
|
||||||
|
get canAct(): boolean {
|
||||||
|
return this.entry.status === 'PENDING' && !this.isMine && !this.done && !this.working;
|
||||||
|
}
|
||||||
|
|
||||||
|
statusClass(status: string): string {
|
||||||
|
const map: Record<string, string> = {
|
||||||
|
PENDING: 'dri-status--pending',
|
||||||
|
APPROVED: 'dri-status--approved',
|
||||||
|
REJECTED: 'dri-status--rejected'
|
||||||
|
};
|
||||||
|
return map[status] ?? '';
|
||||||
|
}
|
||||||
|
|
||||||
|
act(command: 'approve' | 'reject'): void {
|
||||||
|
this.working = true;
|
||||||
|
this.error = '';
|
||||||
|
this.organizationService.actOnDdsApproval(this.entry.id, command).subscribe({
|
||||||
|
next: (result: any) => {
|
||||||
|
this.working = false;
|
||||||
|
this.done = true;
|
||||||
|
this.approvedVoucher = result?.voucherNo || '';
|
||||||
|
this.entry = {
|
||||||
|
...this.entry,
|
||||||
|
status: command === 'approve' ? 'APPROVED' : 'REJECTED',
|
||||||
|
voucherCancelled: command === 'reject' && !!this.voucherNo
|
||||||
|
};
|
||||||
|
// The approved entry's sides are now the voucher's own lines.
|
||||||
|
this.load();
|
||||||
|
},
|
||||||
|
error: (err: any) => {
|
||||||
|
this.working = false;
|
||||||
|
const body = err?.error;
|
||||||
|
this.error =
|
||||||
|
body?.errors?.[0]?.defaultUserMessage ||
|
||||||
|
body?.defaultUserMessage ||
|
||||||
|
body?.developerMessage ||
|
||||||
|
'Could not complete this.';
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The same form Disbursement & Transfers prints its times in: 29 Sept 2026, 01:25 pm. */
|
||||||
|
formatDateTime(val: any): string {
|
||||||
|
if (!val) {
|
||||||
|
return '—';
|
||||||
|
}
|
||||||
|
const d = new Date(String(val).replace(' ', 'T'));
|
||||||
|
return isNaN(d.getTime())
|
||||||
|
? String(val)
|
||||||
|
: d.toLocaleString('en-IN', {
|
||||||
|
day: '2-digit',
|
||||||
|
month: 'short',
|
||||||
|
year: 'numeric',
|
||||||
|
hour: '2-digit',
|
||||||
|
minute: '2-digit'
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
close(): void {
|
||||||
|
this.dialogRef.close(this.done);
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,176 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="cv-tab-content wri-tab">
|
||||||
|
<div class="wri-action-bar">
|
||||||
|
<div class="wri-action-bar__left">
|
||||||
|
<mat-icon class="wri-action-bar__icon">savings</mat-icon>
|
||||||
|
<div>
|
||||||
|
<div class="wri-action-bar__title">DDS Approvals</div>
|
||||||
|
<div class="wri-action-bar__sub">
|
||||||
|
Review, approve or reject DDS entries - transfers, payouts, early closures, receipts applied and postings.
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="wri-filter-bar">
|
||||||
|
<select class="wri-filter-select" [(ngModel)]="filterStatus" (change)="onFilterChange()">
|
||||||
|
@for (opt of statusOptions; track opt.value) {
|
||||||
|
<option [value]="opt.value">{{ opt.label }}</option>
|
||||||
|
}
|
||||||
|
</select>
|
||||||
|
|
||||||
|
<span class="wri-fb-sep"></span>
|
||||||
|
|
||||||
|
<div class="wri-presets">
|
||||||
|
@for (p of datePresets; track p.key) {
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="wri-preset-chip"
|
||||||
|
[class.wri-preset-chip--active]="activePreset === p.key"
|
||||||
|
(click)="applyPreset(p.key)"
|
||||||
|
>
|
||||||
|
{{ p.label }}
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<span class="wri-fb-sep"></span>
|
||||||
|
|
||||||
|
<div class="wri-date-range">
|
||||||
|
<div class="wri-date-box">
|
||||||
|
<span class="wri-date-box__lbl">From</span>
|
||||||
|
<input
|
||||||
|
class="wri-date-box__input"
|
||||||
|
[matDatepicker]="fromPicker"
|
||||||
|
[(ngModel)]="fromDate"
|
||||||
|
[max]="maxDate"
|
||||||
|
(dateChange)="onFromDateChange()"
|
||||||
|
readonly
|
||||||
|
/>
|
||||||
|
<button type="button" class="wri-date-box__btn" (click)="fromPicker.open()">
|
||||||
|
<mat-icon>event</mat-icon>
|
||||||
|
</button>
|
||||||
|
<mat-datepicker #fromPicker></mat-datepicker>
|
||||||
|
</div>
|
||||||
|
<span class="wri-date-range__sep">—</span>
|
||||||
|
<div class="wri-date-box">
|
||||||
|
<span class="wri-date-box__lbl">To</span>
|
||||||
|
<input
|
||||||
|
class="wri-date-box__input"
|
||||||
|
[matDatepicker]="toPicker"
|
||||||
|
[(ngModel)]="toDate"
|
||||||
|
[min]="fromDate"
|
||||||
|
[max]="maxDate"
|
||||||
|
(dateChange)="onToDateChange()"
|
||||||
|
readonly
|
||||||
|
/>
|
||||||
|
<button type="button" class="wri-date-box__btn" (click)="toPicker.open()">
|
||||||
|
<mat-icon>event</mat-icon>
|
||||||
|
</button>
|
||||||
|
<mat-datepicker #toPicker></mat-datepicker>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<button type="button" class="wri-btn wri-btn--refresh" (click)="load()" [disabled]="loading">
|
||||||
|
<mat-icon>refresh</mat-icon>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (loading) {
|
||||||
|
<div class="empty-state">
|
||||||
|
<p class="empty-title">Loading…</p>
|
||||||
|
</div>
|
||||||
|
} @else if (loaded && entries.length === 0) {
|
||||||
|
<div class="empty-state">
|
||||||
|
<i class="fas fa-inbox empty-icon"></i>
|
||||||
|
<p class="empty-title">No DDS entries</p>
|
||||||
|
<p class="empty-text">
|
||||||
|
@if (filterStatus === 'PENDING') {
|
||||||
|
There are no DDS entries waiting for approval.
|
||||||
|
} @else {
|
||||||
|
No {{ filterStatus | lowercase }} DDS entries found.
|
||||||
|
}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="wri-table-wrap">
|
||||||
|
<table class="wri-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th class="wri-th-id">Voucher No</th>
|
||||||
|
<th>Type</th>
|
||||||
|
<th>Account / Details</th>
|
||||||
|
<th class="num">Amount</th>
|
||||||
|
<th>Entries</th>
|
||||||
|
<th>Clerk</th>
|
||||||
|
<th>Reviewed By</th>
|
||||||
|
<th>Submitted At</th>
|
||||||
|
<th>Status</th>
|
||||||
|
<th class="wri-th-action">Action</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (e of pagedEntries; track e.id) {
|
||||||
|
<tr class="wri-row" (click)="review(e)">
|
||||||
|
<td class="cell-mono wri-voucher">
|
||||||
|
{{ e.voucherNo || '—' }}
|
||||||
|
@if (e.voucherCancelled) {
|
||||||
|
<span class="wri-gl-name">(cancelled)</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<span class="wri-credit-badge" [style.background]="typeColor(e)">{{ e.type }}</span>
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<span class="wri-gl-name">{{ e.details || '—' }}</span>
|
||||||
|
</td>
|
||||||
|
<td class="num wri-amount">
|
||||||
|
{{ e.amount !== null && e.amount !== undefined ? '₹' + (e.amount | number: '1.2-2') : '—' }}
|
||||||
|
</td>
|
||||||
|
<td class="wri-credit-count">
|
||||||
|
@if (e.entries) {
|
||||||
|
<span class="wri-credit-badge">{{ e.entries }} account{{ e.entries !== 1 ? 's' : '' }}</span>
|
||||||
|
} @else {
|
||||||
|
—
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
{{ e.makerName || e.maker || '—' }}
|
||||||
|
@if (isMine(e) && e.status === 'PENDING') {
|
||||||
|
<span class="wri-gl-name">(you)</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td>{{ e.status === 'PENDING' ? '—' : e.checkerName || e.checker || '—' }}</td>
|
||||||
|
<td class="wri-dt">{{ formatDateTime(e.madeOn) }}</td>
|
||||||
|
<td>
|
||||||
|
<span class="wri-status" [ngClass]="statusClass(e.status)">{{ e.status | titlecase }}</span>
|
||||||
|
</td>
|
||||||
|
<td class="wri-action-cell" (click)="$event.stopPropagation()">
|
||||||
|
<button type="button" class="wri-btn wri-btn--review" (click)="review(e)">
|
||||||
|
<mat-icon>rate_review</mat-icon>
|
||||||
|
Review
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<mat-paginator
|
||||||
|
[length]="entries.length"
|
||||||
|
[pageSize]="pageSize"
|
||||||
|
[pageSizeOptions]="pageSizeOptions"
|
||||||
|
[pageIndex]="pageIndex"
|
||||||
|
showFirstLastButtons
|
||||||
|
(page)="onPageChange($event)"
|
||||||
|
></mat-paginator>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,215 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { FormsModule } from '@angular/forms';
|
||||||
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
|
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||||
|
import { MatDialog } from '@angular/material/dialog';
|
||||||
|
import { MatNativeDateModule } from '@angular/material/core';
|
||||||
|
import { MatDatepickerModule } from '@angular/material/datepicker';
|
||||||
|
import { catchError } from 'rxjs/operators';
|
||||||
|
import { of } from 'rxjs';
|
||||||
|
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { SettingsService } from 'app/settings/settings.service';
|
||||||
|
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
||||||
|
import { DdsApprovalReviewComponent } from './dds-approval-review/dds-approval-review.component';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Approval Center › DDS Approvals: every DDS entry waiting on a checker, in the clerk's terms - what
|
||||||
|
* it does, on which accounts, for how much - and, once approved, the voucher it moved under.
|
||||||
|
*
|
||||||
|
* Laid out like Disbursement & Transfers beside it, and sharing its styles, so the two queues read the
|
||||||
|
* same way. The entries are the platform's own maker-checker entries; approving one here carries it out.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-dds-approvals',
|
||||||
|
templateUrl: './dds-approvals.component.html',
|
||||||
|
styleUrls: ['../../tasks/checker-inbox-and-tasks-tabs/disbursement-requests/disbursement-requests.component.scss'],
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
FormsModule,
|
||||||
|
MatIconModule,
|
||||||
|
MatPaginatorModule,
|
||||||
|
MatNativeDateModule,
|
||||||
|
MatDatepickerModule
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class DdsApprovalsComponent implements OnInit {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private settingsService = inject(SettingsService);
|
||||||
|
private authenticationService = inject(AuthenticationService);
|
||||||
|
private dialog = inject(MatDialog);
|
||||||
|
|
||||||
|
entries: any[] = [];
|
||||||
|
pageSize = 20;
|
||||||
|
pageIndex = 0;
|
||||||
|
readonly pageSizeOptions = [
|
||||||
|
10,
|
||||||
|
20,
|
||||||
|
50
|
||||||
|
];
|
||||||
|
|
||||||
|
/** The page of entries on screen. */
|
||||||
|
get pagedEntries(): any[] {
|
||||||
|
const start = this.pageIndex * this.pageSize;
|
||||||
|
return this.entries.slice(start, start + this.pageSize);
|
||||||
|
}
|
||||||
|
|
||||||
|
onPageChange(event: PageEvent): void {
|
||||||
|
this.pageSize = event.pageSize;
|
||||||
|
this.pageIndex = event.pageIndex;
|
||||||
|
}
|
||||||
|
filterStatus = 'PENDING';
|
||||||
|
fromDate: Date | null = null;
|
||||||
|
toDate: Date | null = null;
|
||||||
|
maxDate!: Date;
|
||||||
|
activePreset = 'today';
|
||||||
|
loading = false;
|
||||||
|
loaded = false;
|
||||||
|
|
||||||
|
readonly currentUserId = this.authenticationService.getCredentials()?.userId;
|
||||||
|
|
||||||
|
readonly statusOptions = [
|
||||||
|
{ value: 'PENDING', label: 'Pending' },
|
||||||
|
{ value: 'APPROVED', label: 'Approved' },
|
||||||
|
{ value: 'REJECTED', label: 'Rejected' }
|
||||||
|
];
|
||||||
|
|
||||||
|
readonly datePresets = [
|
||||||
|
{ key: 'today', label: 'Today' },
|
||||||
|
{ key: 'week', label: 'This Week' },
|
||||||
|
{ key: 'month', label: 'This Month' },
|
||||||
|
{ key: 'all', label: 'All' }
|
||||||
|
];
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
const today = new Date(this.settingsService.businessDate || new Date());
|
||||||
|
today.setHours(0, 0, 0, 0);
|
||||||
|
this.maxDate = today;
|
||||||
|
this.applyPreset('today');
|
||||||
|
}
|
||||||
|
|
||||||
|
load(): void {
|
||||||
|
this.loading = true;
|
||||||
|
this.organizationService
|
||||||
|
.getDdsApprovals(this.filterStatus, this.isoDate(this.fromDate), this.isoDate(this.toDate))
|
||||||
|
.pipe(catchError(() => of([])))
|
||||||
|
.subscribe((rows: any) => {
|
||||||
|
this.entries = Array.isArray(rows) ? rows : [];
|
||||||
|
this.pageIndex = 0;
|
||||||
|
this.loading = false;
|
||||||
|
this.loaded = true;
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
onFilterChange(): void {
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
|
||||||
|
onFromDateChange(): void {
|
||||||
|
this.activePreset = '';
|
||||||
|
if (this.fromDate && this.toDate && this.fromDate > this.toDate) {
|
||||||
|
this.toDate = new Date(this.fromDate);
|
||||||
|
}
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
|
||||||
|
onToDateChange(): void {
|
||||||
|
this.activePreset = '';
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
|
||||||
|
applyPreset(key: string): void {
|
||||||
|
this.activePreset = key;
|
||||||
|
const today = new Date(this.settingsService.businessDate || new Date());
|
||||||
|
today.setHours(0, 0, 0, 0);
|
||||||
|
if (key === 'today') {
|
||||||
|
this.fromDate = new Date(today);
|
||||||
|
this.toDate = new Date(today);
|
||||||
|
} else if (key === 'week') {
|
||||||
|
const start = new Date(today);
|
||||||
|
start.setDate(today.getDate() - today.getDay());
|
||||||
|
this.fromDate = start;
|
||||||
|
this.toDate = new Date(today);
|
||||||
|
} else if (key === 'month') {
|
||||||
|
this.fromDate = new Date(today.getFullYear(), today.getMonth(), 1);
|
||||||
|
this.toDate = new Date(today);
|
||||||
|
} else {
|
||||||
|
this.fromDate = null;
|
||||||
|
this.toDate = null;
|
||||||
|
}
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
|
||||||
|
review(entry: any): void {
|
||||||
|
this.dialog
|
||||||
|
.open(DdsApprovalReviewComponent, { data: { entry, currentUserId: this.currentUserId }, autoFocus: false })
|
||||||
|
.afterClosed()
|
||||||
|
// However the dialog was closed - its Close button, a click outside, Esc - the list is read
|
||||||
|
// again, so an entry just approved or rejected leaves the Pending list at once.
|
||||||
|
.subscribe(() => this.load());
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Whose entry it is - a checker cannot pass their own. */
|
||||||
|
isMine(entry: any): boolean {
|
||||||
|
return !!this.currentUserId && Number(entry.makerId) === Number(this.currentUserId);
|
||||||
|
}
|
||||||
|
|
||||||
|
statusClass(status: string): string {
|
||||||
|
const map: Record<string, string> = {
|
||||||
|
PENDING: 'wri-status--pending',
|
||||||
|
APPROVED: 'wri-status--approved',
|
||||||
|
REJECTED: 'wri-status--rejected'
|
||||||
|
};
|
||||||
|
return map[status] ?? '';
|
||||||
|
}
|
||||||
|
|
||||||
|
typeColor(entry: any): string {
|
||||||
|
const map: Record<string, string> = {
|
||||||
|
Transfer: '#e3f2fd',
|
||||||
|
'Apply Receipt': '#fce4ec'
|
||||||
|
};
|
||||||
|
if (String(entry.type).startsWith('Premature')) {
|
||||||
|
return '#fff3e0';
|
||||||
|
}
|
||||||
|
if (String(entry.type).startsWith('Maturity')) {
|
||||||
|
return '#e8f5e9';
|
||||||
|
}
|
||||||
|
if (String(entry.type).startsWith('Post')) {
|
||||||
|
return '#ede7f6';
|
||||||
|
}
|
||||||
|
return map[entry.type] ?? '#f5f5f5';
|
||||||
|
}
|
||||||
|
|
||||||
|
formatDateTime(val: any): string {
|
||||||
|
if (!val) {
|
||||||
|
return '—';
|
||||||
|
}
|
||||||
|
const d = new Date(String(val).replace(' ', 'T'));
|
||||||
|
return isNaN(d.getTime())
|
||||||
|
? String(val)
|
||||||
|
: d.toLocaleString('en-IN', {
|
||||||
|
day: '2-digit',
|
||||||
|
month: 'short',
|
||||||
|
year: 'numeric',
|
||||||
|
hour: '2-digit',
|
||||||
|
minute: '2-digit'
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
private isoDate(d: Date | null): string | undefined {
|
||||||
|
if (!d) {
|
||||||
|
return undefined;
|
||||||
|
}
|
||||||
|
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,33 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="dr-container">
|
||||||
|
<div class="dr-header">
|
||||||
|
<button mat-stroked-button [routerLink]="['../']" class="dr-back">
|
||||||
|
<i class="fas fa-arrow-left"></i> Deposits
|
||||||
|
</button>
|
||||||
|
<h2 class="dr-header__title">DDS Reports</h2>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@for (group of reportGroups; track group.title) {
|
||||||
|
<div class="dr-group">
|
||||||
|
<div class="dr-group__title">{{ group.title }}</div>
|
||||||
|
<div class="dr-grid">
|
||||||
|
@for (report of group.reports; track report) {
|
||||||
|
<a class="dr-card" [routerLink]="['view', report]">
|
||||||
|
<div class="dr-card__icon">
|
||||||
|
<i class="fas fa-file-alt"></i>
|
||||||
|
</div>
|
||||||
|
<div class="dr-card__title">{{ report }}</div>
|
||||||
|
<i class="fas fa-chevron-right dr-card__arrow"></i>
|
||||||
|
</a>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,97 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
$primary: #0f766e;
|
||||||
|
|
||||||
|
.dr-container {
|
||||||
|
max-width: 1080px;
|
||||||
|
margin: 0 auto;
|
||||||
|
padding: 24px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dr-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 16px;
|
||||||
|
margin-bottom: 24px;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dr-back {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dr-group {
|
||||||
|
margin-bottom: 24px;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
font-size: 13px;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.05em;
|
||||||
|
color: $primary;
|
||||||
|
font-weight: 700;
|
||||||
|
margin-bottom: 10px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.dr-grid {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(3, 1fr);
|
||||||
|
gap: 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dr-card {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 12px;
|
||||||
|
background: var(--md-sys-color-surface, #fff);
|
||||||
|
border: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
border-radius: 8px;
|
||||||
|
padding: 12px 14px;
|
||||||
|
text-decoration: none;
|
||||||
|
color: inherit;
|
||||||
|
transition: box-shadow 0.15s ease;
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
box-shadow: 0 2px 8px rgb(0 0 0 / 10%);
|
||||||
|
}
|
||||||
|
|
||||||
|
&__icon {
|
||||||
|
color: $primary;
|
||||||
|
font-size: 16px;
|
||||||
|
flex: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
flex: 1;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__arrow {
|
||||||
|
color: rgb(0 0 0 / 30%);
|
||||||
|
font-size: 12px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 900px) {
|
||||||
|
.dr-grid {
|
||||||
|
grid-template-columns: repeat(2, 1fr);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 600px) {
|
||||||
|
.dr-grid {
|
||||||
|
grid-template-columns: 1fr;
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,73 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component } from '@angular/core';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* DDS Reports hub component.
|
||||||
|
*
|
||||||
|
* Lists every DDS report from the legacy Reports menu, grouped the same
|
||||||
|
* way (As-On-Date, Interest, Daily/Balance/Master, Transaction). Each
|
||||||
|
* links to the shared report viewer, parameterised by report name.
|
||||||
|
*
|
||||||
|
* UI only for now: no report actually queries the backend yet — see
|
||||||
|
* ReportViewerComponent.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-dds-reports',
|
||||||
|
templateUrl: './dds-reports.component.html',
|
||||||
|
styleUrls: ['./dds-reports.component.scss'],
|
||||||
|
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||||
|
})
|
||||||
|
export class DdsReportsComponent {
|
||||||
|
reportGroups = [
|
||||||
|
{
|
||||||
|
title: 'As On Date',
|
||||||
|
reports: [
|
||||||
|
'Supplementary-DDS (As On)',
|
||||||
|
'Agent Check List',
|
||||||
|
'Party Check List-As On',
|
||||||
|
'Party Balance',
|
||||||
|
'Agent Wise Balance',
|
||||||
|
'Agent Wise Monthly Collection',
|
||||||
|
'Commission Register',
|
||||||
|
'Collection Summary Agent Wise',
|
||||||
|
'Close Party Ac Register',
|
||||||
|
'Agent Partywise Daily Collection',
|
||||||
|
'Daily Collection Balance',
|
||||||
|
'Interest Certificate',
|
||||||
|
'Mature Date Wise Report'
|
||||||
|
]
|
||||||
|
},
|
||||||
|
{
|
||||||
|
title: 'Interest',
|
||||||
|
reports: [
|
||||||
|
'Party Int. Register',
|
||||||
|
'Commission Register'
|
||||||
|
]
|
||||||
|
},
|
||||||
|
{
|
||||||
|
title: 'Daily / Balance / Master',
|
||||||
|
reports: [
|
||||||
|
'Daily Collection Report',
|
||||||
|
'Balance Summary',
|
||||||
|
'Master Data Export'
|
||||||
|
]
|
||||||
|
},
|
||||||
|
{
|
||||||
|
title: 'Transaction',
|
||||||
|
reports: ['Transaction Register']
|
||||||
|
},
|
||||||
|
{
|
||||||
|
title: 'Statements',
|
||||||
|
reports: ['Agent Commission Statement']
|
||||||
|
}
|
||||||
|
];
|
||||||
|
}
|
||||||
@@ -0,0 +1,148 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="rv-container">
|
||||||
|
<div class="rv-header">
|
||||||
|
<button mat-stroked-button [routerLink]="['../../']" class="rv-back">
|
||||||
|
<i class="fas fa-arrow-left"></i> DDS Reports
|
||||||
|
</button>
|
||||||
|
<h2 class="rv-header__title">{{ reportName }}</h2>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="rv-card">
|
||||||
|
<form [formGroup]="filterForm">
|
||||||
|
<!-- Only the filters this report's query actually reads are offered. One that changed nothing
|
||||||
|
would read as a report ignoring what it was asked. -->
|
||||||
|
@if (!hasNoFilters) {
|
||||||
|
<div class="rv-grid">
|
||||||
|
@if (usesDate) {
|
||||||
|
<mat-form-field appearance="outline" class="rv-field">
|
||||||
|
<mat-label>{{ dateLabel }} — from</mat-label>
|
||||||
|
<input matInput required [matDatepicker]="fromPicker" formControlName="fromDate" />
|
||||||
|
<mat-datepicker-toggle matIconSuffix [for]="fromPicker"></mat-datepicker-toggle>
|
||||||
|
<mat-datepicker #fromPicker></mat-datepicker>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="rv-field">
|
||||||
|
<mat-label>{{ dateLabel }} — to</mat-label>
|
||||||
|
<input matInput required [matDatepicker]="toPicker" formControlName="toDate" />
|
||||||
|
<mat-datepicker-toggle matIconSuffix [for]="toPicker"></mat-datepicker-toggle>
|
||||||
|
<mat-datepicker #toPicker></mat-datepicker>
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (usesAgent) {
|
||||||
|
<mat-form-field appearance="outline" class="rv-field">
|
||||||
|
<mat-label>Agent From</mat-label>
|
||||||
|
<input matInput type="number" formControlName="agentFrom" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="rv-field">
|
||||||
|
<mat-label>Agent To</mat-label>
|
||||||
|
<input matInput type="number" formControlName="agentTo" />
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (usesParty) {
|
||||||
|
<mat-form-field appearance="outline" class="rv-field">
|
||||||
|
<mat-label>Party From</mat-label>
|
||||||
|
<input matInput type="number" formControlName="partyFrom" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="rv-field">
|
||||||
|
<mat-label>Party To</mat-label>
|
||||||
|
<input matInput type="number" formControlName="partyTo" />
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="rv-action-bar">
|
||||||
|
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||||
|
<!-- A report with nothing to fill in has already run itself; the button then only offers to
|
||||||
|
fetch the figures again, which is what it is called. -->
|
||||||
|
<button mat-raised-button color="primary" type="button" [disabled]="filterForm.invalid" (click)="runReport()">
|
||||||
|
<i class="fas" [class.fa-play]="!hasNoFilters" [class.fa-rotate-right]="hasNoFilters"></i>
|
||||||
|
{{ hasNoFilters ? 'Refresh' : 'Run Report' }}
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (hasRun) {
|
||||||
|
<div class="rv-results">
|
||||||
|
@if (!available) {
|
||||||
|
<p class="rv-empty">{{ unavailableMessage }}</p>
|
||||||
|
} @else if (rows.length === 0) {
|
||||||
|
<p class="rv-empty">No rows matched these filters.</p>
|
||||||
|
} @else {
|
||||||
|
<!-- Laid out as the legacy statement printed it: a heading naming the report and the
|
||||||
|
period, numbered rows, and a total under every money column. -->
|
||||||
|
<div class="rv-statement">
|
||||||
|
<div class="rv-statement__head">
|
||||||
|
<h3 class="rv-statement__title">{{ reportName }}</h3>
|
||||||
|
@if (usesDate) {
|
||||||
|
<p class="rv-statement__period">
|
||||||
|
{{ dateLabel | lowercase }} {{ ranFromDate | dateFormat }} and
|
||||||
|
{{ ranToDate | dateFormat }}
|
||||||
|
</p>
|
||||||
|
} @else {
|
||||||
|
<p class="rv-statement__period">as on {{ ranOnDate | dateFormat }}</p>
|
||||||
|
}
|
||||||
|
<button mat-stroked-button type="button" class="rv-print" (click)="print()">
|
||||||
|
<i class="fas fa-print"></i> Print
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="rv-table-scroll">
|
||||||
|
<table class="rv-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th class="rv-sr">#</th>
|
||||||
|
@for (column of columns; track column) {
|
||||||
|
<th [class.rv-num]="isAmountColumn(column)">{{ column }}</th>
|
||||||
|
}
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (row of rows; track $index) {
|
||||||
|
<tr>
|
||||||
|
<td class="rv-sr">{{ $index + 1 }}</td>
|
||||||
|
@for (column of columns; track column) {
|
||||||
|
<td [class.rv-num]="isAmountColumn(column)">{{ cell(row, column) }}</td>
|
||||||
|
}
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
@if (hasTotalledColumn) {
|
||||||
|
<tfoot>
|
||||||
|
<tr>
|
||||||
|
<td class="rv-sr"></td>
|
||||||
|
@for (column of columns; track column; let first = $first) {
|
||||||
|
<td [class.rv-num]="isAmountColumn(column)">
|
||||||
|
@if (first) {
|
||||||
|
Total :
|
||||||
|
} @else if (isTotalledColumn(column)) {
|
||||||
|
{{ columnTotal(column) }}
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
}
|
||||||
|
</tr>
|
||||||
|
</tfoot>
|
||||||
|
}
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<p class="rv-statement__count">
|
||||||
|
{{ rows.length }} {{ rows.length === 1 ? 'row' : 'rows' }}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</form>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,190 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
$primary: #0f766e;
|
||||||
|
|
||||||
|
.rv-container {
|
||||||
|
max-width: 1100px;
|
||||||
|
margin: 0 auto;
|
||||||
|
padding: 24px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 16px;
|
||||||
|
margin-bottom: 20px;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-back {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-card {
|
||||||
|
background: var(--md-sys-color-surface, #fff);
|
||||||
|
border-radius: 8px;
|
||||||
|
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||||
|
padding: 20px 24px 24px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-grid {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(3, 1fr);
|
||||||
|
gap: 8px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-field {
|
||||||
|
width: 100%;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-action-bar {
|
||||||
|
display: flex;
|
||||||
|
justify-content: flex-end;
|
||||||
|
gap: 12px;
|
||||||
|
margin-top: 20px;
|
||||||
|
padding-top: 16px;
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-results {
|
||||||
|
margin-top: 20px;
|
||||||
|
padding-top: 16px;
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-empty {
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
font-size: 14px;
|
||||||
|
margin: 0;
|
||||||
|
text-align: center;
|
||||||
|
padding: 24px 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-table-scroll {
|
||||||
|
overflow-x: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
white-space: nowrap;
|
||||||
|
|
||||||
|
th {
|
||||||
|
text-align: left;
|
||||||
|
font-size: 13px;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
padding: 8px 10px;
|
||||||
|
border-bottom: 2px solid rgb(0 0 0 / 10%);
|
||||||
|
}
|
||||||
|
|
||||||
|
td {
|
||||||
|
padding: 8px 10px;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Figures line up column-wise so a wrong order of magnitude is visible at a glance. */
|
||||||
|
.rv-num {
|
||||||
|
text-align: right;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* The row number down the left, as the printed statement carried it. */
|
||||||
|
.rv-sr {
|
||||||
|
width: 1%;
|
||||||
|
color: rgb(0 0 0 / 45%);
|
||||||
|
font-style: italic;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
tfoot td {
|
||||||
|
border-bottom: none;
|
||||||
|
border-top: 2px solid rgb(0 0 0 / 20%);
|
||||||
|
font-weight: 600;
|
||||||
|
padding-top: 10px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* ---- the statement block: heading, table, footer count ---- */
|
||||||
|
|
||||||
|
.rv-action-bar i {
|
||||||
|
margin-right: 6px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-statement__head {
|
||||||
|
display: flex;
|
||||||
|
align-items: baseline;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 4px 12px;
|
||||||
|
margin-bottom: 14px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-statement__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 17px;
|
||||||
|
font-weight: 600;
|
||||||
|
flex: 0 0 auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-statement__period {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 13px;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-print {
|
||||||
|
margin-left: auto;
|
||||||
|
|
||||||
|
i {
|
||||||
|
margin-right: 6px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-statement__count {
|
||||||
|
margin: 10px 0 0;
|
||||||
|
font-size: 12px;
|
||||||
|
color: rgb(0 0 0 / 45%);
|
||||||
|
text-align: right;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Printing a statement should give the statement, not the screen around it. */
|
||||||
|
@media print {
|
||||||
|
.rv-header,
|
||||||
|
.rv-grid,
|
||||||
|
.rv-action-bar,
|
||||||
|
.rv-print {
|
||||||
|
display: none !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-card {
|
||||||
|
box-shadow: none;
|
||||||
|
padding: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-table-scroll {
|
||||||
|
overflow-x: visible;
|
||||||
|
}
|
||||||
|
|
||||||
|
.rv-table {
|
||||||
|
white-space: normal;
|
||||||
|
font-size: 11px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 900px) {
|
||||||
|
.rv-grid {
|
||||||
|
grid-template-columns: repeat(2, 1fr);
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,346 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { ActivatedRoute, Router } from '@angular/router';
|
||||||
|
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { Dates } from 'app/core/utils/dates';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Generic DDS report viewer.
|
||||||
|
*
|
||||||
|
* One shared screen for all 13+ DDS reports — the report name comes from
|
||||||
|
* the route and is mapped to a backend report key. Every report in the
|
||||||
|
* legacy system shared the same basic filter shape (date, agent range,
|
||||||
|
* party range), so this avoids building a bespoke screen per report - the
|
||||||
|
* backend returns a generic {columns, rows} shape this renders as one
|
||||||
|
* table regardless of which report it is.
|
||||||
|
*
|
||||||
|
* One legacy report (Close Party Ac Register) has no corresponding data in
|
||||||
|
* the backend yet - Party accounts have no closed/open status at all. Run
|
||||||
|
* Report still calls through, and the backend's `available: false` +
|
||||||
|
* message is shown instead of a table.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-dds-report-viewer',
|
||||||
|
templateUrl: './report-viewer.component.html',
|
||||||
|
styleUrls: ['./report-viewer.component.scss'],
|
||||||
|
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||||
|
})
|
||||||
|
export class ReportViewerComponent implements OnInit {
|
||||||
|
private route = inject(ActivatedRoute);
|
||||||
|
private router = inject(Router);
|
||||||
|
private formBuilder = inject(UntypedFormBuilder);
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private dateUtils = inject(Dates);
|
||||||
|
|
||||||
|
private static readonly REPORT_KEYS: Record<string, string> = {
|
||||||
|
'Supplementary-DDS (As On)': 'SUPPLEMENTARY_DDS',
|
||||||
|
'Agent Check List': 'AGENT_CHECK_LIST',
|
||||||
|
'Party Check List-As On': 'PARTY_CHECK_LIST',
|
||||||
|
'Party Balance': 'PARTY_BALANCE',
|
||||||
|
'Agent Wise Balance': 'AGENT_WISE_BALANCE',
|
||||||
|
'Agent Wise Monthly Collection': 'AGENT_WISE_MONTHLY_COLLECTION',
|
||||||
|
'Commission Register': 'COMMISSION_REGISTER',
|
||||||
|
'Collection Summary Agent Wise': 'COLLECTION_SUMMARY_AGENT_WISE',
|
||||||
|
'Close Party Ac Register': 'CLOSE_PARTY_AC_REGISTER',
|
||||||
|
'Agent Partywise Daily Collection': 'AGENT_PARTYWISE_DAILY_COLLECTION',
|
||||||
|
'Daily Collection Balance': 'DAILY_COLLECTION_REPORT',
|
||||||
|
'Interest Certificate': 'INTEREST_CERTIFICATE',
|
||||||
|
'Mature Date Wise Report': 'MATURE_DATE_WISE',
|
||||||
|
'Party Int. Register': 'PARTY_INTEREST_REGISTER',
|
||||||
|
'Daily Collection Report': 'DAILY_COLLECTION_REPORT',
|
||||||
|
'Balance Summary': 'BALANCE_SUMMARY',
|
||||||
|
'Master Data Export': 'MASTER_DATA_EXPORT',
|
||||||
|
'Transaction Register': 'TRANSACTION_REGISTER',
|
||||||
|
'Agent Commission Statement': 'AGENT_COMMISSION_STATEMENT'
|
||||||
|
};
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Which filters each report actually uses, and what its date range means.
|
||||||
|
*
|
||||||
|
* Every report used to be offered the same six filters whether it read them or not — so a date
|
||||||
|
* range could be typed on the Agent Check List, which has no date in its query at all, and the
|
||||||
|
* same rows would come back however it was set. A filter that changes nothing is worse than no
|
||||||
|
* filter: it reads as a report that ignores what it was asked.
|
||||||
|
*
|
||||||
|
* Kept in step with the backend by hand; the source of truth is the switch in
|
||||||
|
* `DdsReportReadPlatformServiceImpl.runReport`.
|
||||||
|
*/
|
||||||
|
private static readonly REPORT_FILTERS: Record<string, { date?: string; agent?: boolean; party?: boolean }> = {
|
||||||
|
AGENT_CHECK_LIST: {},
|
||||||
|
PARTY_CHECK_LIST: { agent: true, party: true },
|
||||||
|
PARTY_BALANCE: { agent: true, party: true },
|
||||||
|
AGENT_WISE_BALANCE: { agent: true },
|
||||||
|
BALANCE_SUMMARY: { agent: true, party: true },
|
||||||
|
MASTER_DATA_EXPORT: { agent: true, party: true },
|
||||||
|
|
||||||
|
AGENT_WISE_MONTHLY_COLLECTION: { date: 'Collected between', agent: true },
|
||||||
|
COLLECTION_SUMMARY_AGENT_WISE: { date: 'Collected between', agent: true },
|
||||||
|
DAILY_COLLECTION_REPORT: { date: 'Collected between', agent: true },
|
||||||
|
AGENT_PARTYWISE_DAILY_COLLECTION: { date: 'Collected between', agent: true, party: true },
|
||||||
|
SUPPLEMENTARY_DDS: { date: 'Collected between', agent: true, party: true },
|
||||||
|
|
||||||
|
COMMISSION_REGISTER: { date: 'Posted between', agent: true },
|
||||||
|
AGENT_COMMISSION_STATEMENT: { date: 'Posted between' },
|
||||||
|
PARTY_INTEREST_REGISTER: { date: 'Posted between', party: true },
|
||||||
|
INTEREST_CERTIFICATE: { date: 'Interest earned between', agent: true, party: true },
|
||||||
|
|
||||||
|
TRANSACTION_REGISTER: { date: 'Transacted between', agent: true, party: true },
|
||||||
|
CLOSE_PARTY_AC_REGISTER: { date: 'Closed between', agent: true, party: true },
|
||||||
|
MATURE_DATE_WISE: { date: 'Maturing between', agent: true, party: true }
|
||||||
|
};
|
||||||
|
|
||||||
|
reportName: string = this.route.snapshot.paramMap.get('reportName') || 'Report';
|
||||||
|
|
||||||
|
hasRun = false;
|
||||||
|
available = true;
|
||||||
|
unavailableMessage = '';
|
||||||
|
columns: string[] = [];
|
||||||
|
rows: Array<Record<string, any>> = [];
|
||||||
|
|
||||||
|
/** The range the rows on screen were actually fetched for — not whatever the filter says now. */
|
||||||
|
ranFromDate: Date | null = null;
|
||||||
|
ranToDate: Date | null = null;
|
||||||
|
|
||||||
|
/** When a report carries no date range, the moment it was run is what dates its figures. */
|
||||||
|
ranOnDate: Date | null = null;
|
||||||
|
|
||||||
|
private static readonly MONEY = new Intl.NumberFormat('en-IN', {
|
||||||
|
minimumFractionDigits: 2,
|
||||||
|
maximumFractionDigits: 2
|
||||||
|
});
|
||||||
|
|
||||||
|
private static readonly DATE = new Intl.DateTimeFormat('en-GB', {
|
||||||
|
day: '2-digit',
|
||||||
|
month: '2-digit',
|
||||||
|
year: 'numeric'
|
||||||
|
});
|
||||||
|
|
||||||
|
/**
|
||||||
|
* One cell, rendered the way a printed statement shows it.
|
||||||
|
*
|
||||||
|
* Dates arrive from the platform as `[yyyy, m, d]` and numbers as raw decimals, so printing them
|
||||||
|
* as they come gives "2026,9,2" and "10052.6" — unreadable on a statement someone checks figures
|
||||||
|
* against. Amounts get Indian grouping and two decimals; identifiers that merely look numeric
|
||||||
|
* (account numbers, codes) are left alone, since grouping them would corrupt them.
|
||||||
|
*/
|
||||||
|
cell(row: Record<string, any>, column: string): string {
|
||||||
|
const value = row[column];
|
||||||
|
|
||||||
|
if (value === null || value === undefined || value === '') {
|
||||||
|
return '—';
|
||||||
|
}
|
||||||
|
if (Array.isArray(value) && value.length >= 3) {
|
||||||
|
return ReportViewerComponent.DATE.format(new Date(value[0], value[1] - 1, value[2]));
|
||||||
|
}
|
||||||
|
if (this.isAmountColumn(column) && typeof value === 'number') {
|
||||||
|
return ReportViewerComponent.MONEY.format(value);
|
||||||
|
}
|
||||||
|
return String(value);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Whether a column holds money, and so should be right-aligned with two decimals.
|
||||||
|
*
|
||||||
|
* Decided from the column's name rather than its values: a count column and an account-number
|
||||||
|
* column are both numbers, and neither reads as an amount.
|
||||||
|
*/
|
||||||
|
isAmountColumn(column: string): boolean {
|
||||||
|
const name = column.toLowerCase();
|
||||||
|
|
||||||
|
// Ruled out first, because several of these also contain a money word: a rate is a percentage,
|
||||||
|
// "Total Accounts" is a count that happens to say total, and an account number is an identifier
|
||||||
|
// that would be corrupted by grouping.
|
||||||
|
//
|
||||||
|
// "agents" is matched exactly rather than as a substring: the two count columns are named
|
||||||
|
// "Total Agents" and "Active Agents", but "Cash With Agents" and "Commission Due To Agents"
|
||||||
|
// are money, and a substring test swept those two up and printed them ungrouped.
|
||||||
|
//
|
||||||
|
// A "type" column names a kind, never a quantity — "Interest Type" holds the word "Interest",
|
||||||
|
// which is enough for the money test below to claim it and put a meaningless total under it.
|
||||||
|
if (
|
||||||
|
name.includes('a/c no') ||
|
||||||
|
name.includes('code') ||
|
||||||
|
name.includes('rate') ||
|
||||||
|
name.includes('%') ||
|
||||||
|
name.includes('count') ||
|
||||||
|
name.includes('entries') ||
|
||||||
|
name.includes('accounts') ||
|
||||||
|
name === 'total agents' ||
|
||||||
|
name === 'active agents' ||
|
||||||
|
name.includes('type') ||
|
||||||
|
name.includes('pan')
|
||||||
|
) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
|
||||||
|
return (
|
||||||
|
name.includes('amount') ||
|
||||||
|
name.includes('balance') ||
|
||||||
|
name.includes('collect') ||
|
||||||
|
name.includes('commission') ||
|
||||||
|
name.includes('deduction') ||
|
||||||
|
name.includes('deposit') ||
|
||||||
|
name.includes('advance') ||
|
||||||
|
name.includes('interest') ||
|
||||||
|
name.includes('tds') ||
|
||||||
|
name.includes('total') ||
|
||||||
|
name.includes('diff') ||
|
||||||
|
name.includes('cash') ||
|
||||||
|
name.includes('debit') ||
|
||||||
|
name.includes('credit') ||
|
||||||
|
name.includes('settled') ||
|
||||||
|
name.includes('shortfall') ||
|
||||||
|
name.includes('due')
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Whether a total under this column would mean anything.
|
||||||
|
*
|
||||||
|
* Not every amount is worth adding up. A "Balance After" on a transaction register is the running
|
||||||
|
* balance *at that moment*, so its column holds several snapshots of the same account at different
|
||||||
|
* times — summing them produces a figure that corresponds to nothing, and a reader would sooner or
|
||||||
|
* later try to reconcile it against something.
|
||||||
|
*
|
||||||
|
* A plain balance on a listing report is different: there each row is one account's position at
|
||||||
|
* one moment, and the sum is the real "total held", which is exactly what a branch wants to see.
|
||||||
|
*/
|
||||||
|
isTotalledColumn(column: string): boolean {
|
||||||
|
if (!this.isAmountColumn(column)) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
return !column.toLowerCase().includes('balance after');
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The figure printed under a column, as the legacy statement's "Total :" row does. */
|
||||||
|
columnTotal(column: string): string {
|
||||||
|
const sum = this.rows.reduce((running, row) => {
|
||||||
|
const value = row[column];
|
||||||
|
return running + (typeof value === 'number' ? value : 0);
|
||||||
|
}, 0);
|
||||||
|
return ReportViewerComponent.MONEY.format(sum);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Whether to print a Total row at all.
|
||||||
|
*
|
||||||
|
* A single-row report is already its own total - Balance Summary is one line of figures for the
|
||||||
|
* whole scheme, and repeating it underneath itself only invites the reader to look for a difference
|
||||||
|
* between the two.
|
||||||
|
*/
|
||||||
|
get hasTotalledColumn(): boolean {
|
||||||
|
return this.rows.length > 1 && this.columns.some((column) => this.isTotalledColumn(column));
|
||||||
|
}
|
||||||
|
|
||||||
|
print(): void {
|
||||||
|
window.print();
|
||||||
|
}
|
||||||
|
|
||||||
|
filterForm: UntypedFormGroup = this.formBuilder.group({
|
||||||
|
fromDate: [''],
|
||||||
|
toDate: [''],
|
||||||
|
agentFrom: [1],
|
||||||
|
agentTo: [99999],
|
||||||
|
partyFrom: [1],
|
||||||
|
partyTo: [99999999]
|
||||||
|
});
|
||||||
|
|
||||||
|
private get filters(): { date?: string; agent?: boolean; party?: boolean } {
|
||||||
|
return ReportViewerComponent.REPORT_FILTERS[ReportViewerComponent.REPORT_KEYS[this.reportName]] ?? {};
|
||||||
|
}
|
||||||
|
|
||||||
|
/** True when this report's query actually reads a date range - only then is one asked for. */
|
||||||
|
get usesDate(): boolean {
|
||||||
|
return !!this.filters.date;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** What this report's date range means, e.g. "Posted between" rather than a bare "From Date". */
|
||||||
|
get dateLabel(): string {
|
||||||
|
return this.filters.date ?? '';
|
||||||
|
}
|
||||||
|
|
||||||
|
get usesAgent(): boolean {
|
||||||
|
return !!this.filters.agent;
|
||||||
|
}
|
||||||
|
|
||||||
|
get usesParty(): boolean {
|
||||||
|
return !!this.filters.party;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** True when this report takes no filters at all, so there is nothing for anyone to fill in. */
|
||||||
|
get hasNoFilters(): boolean {
|
||||||
|
return !this.usesDate && !this.usesAgent && !this.usesParty;
|
||||||
|
}
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
// A date is required exactly for the reports that read one, so a report without dates can be run
|
||||||
|
// straight away instead of demanding two values it will ignore.
|
||||||
|
if (this.usesDate) {
|
||||||
|
this.filterForm.get('fromDate')?.setValidators([Validators.required]);
|
||||||
|
this.filterForm.get('toDate')?.setValidators([Validators.required]);
|
||||||
|
this.filterForm.get('fromDate')?.updateValueAndValidity();
|
||||||
|
this.filterForm.get('toDate')?.updateValueAndValidity();
|
||||||
|
}
|
||||||
|
|
||||||
|
// Nothing to narrow it by means nothing to decide, so the report simply opens showing its
|
||||||
|
// figures. Making someone press Run on an empty form asks a question with only one answer.
|
||||||
|
if (this.hasNoFilters) {
|
||||||
|
this.runReport();
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
runReport(): void {
|
||||||
|
const reportKey = ReportViewerComponent.REPORT_KEYS[this.reportName];
|
||||||
|
if (!reportKey) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const raw = this.filterForm.getRawValue();
|
||||||
|
|
||||||
|
// Only what this report reads is sent. The backend defaults the rest to the full range, so a
|
||||||
|
// report that ignores a filter is never handed a value that looks like it was applied.
|
||||||
|
const params: Record<string, any> = {};
|
||||||
|
if (this.usesDate) {
|
||||||
|
params['fromDate'] = this.dateUtils.getDate(raw.fromDate);
|
||||||
|
params['toDate'] = this.dateUtils.getDate(raw.toDate);
|
||||||
|
}
|
||||||
|
if (this.usesAgent) {
|
||||||
|
params['agentFrom'] = raw.agentFrom;
|
||||||
|
params['agentTo'] = raw.agentTo;
|
||||||
|
}
|
||||||
|
if (this.usesParty) {
|
||||||
|
params['partyFrom'] = raw.partyFrom;
|
||||||
|
params['partyTo'] = raw.partyTo;
|
||||||
|
}
|
||||||
|
|
||||||
|
this.organizationService
|
||||||
|
.runDdsReport(reportKey, params)
|
||||||
|
.subscribe((result: any) => {
|
||||||
|
this.available = result.available;
|
||||||
|
this.unavailableMessage = result.message || '';
|
||||||
|
this.columns = result.columns || [];
|
||||||
|
this.rows = result.rows || [];
|
||||||
|
// Captured here so the printed heading names the range these rows came from, and does not
|
||||||
|
// silently change if the filter is edited without re-running.
|
||||||
|
this.ranFromDate = raw.fromDate;
|
||||||
|
this.ranToDate = raw.toDate;
|
||||||
|
this.ranOnDate = new Date();
|
||||||
|
this.hasRun = true;
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
exit(): void {
|
||||||
|
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,11 @@
|
|||||||
|
{
|
||||||
|
"folders": [
|
||||||
|
{
|
||||||
|
"path": "../../../../../../CBS-Backend"
|
||||||
|
},
|
||||||
|
{
|
||||||
|
"path": "../../../../.."
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"settings": {}
|
||||||
|
}
|
||||||
@@ -0,0 +1,49 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Observable, forkJoin, of } from 'rxjs';
|
||||||
|
import { catchError, map } from 'rxjs/operators';
|
||||||
|
import { ClientsService } from 'app/clients/clients.service';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Finds clients by name whatever case the officer types it in.
|
||||||
|
*
|
||||||
|
* The platform's name filter matches anywhere in the name but only in the exact case typed, so
|
||||||
|
* "sneha" finds nobody while "Sneha" finds Ms. Sneha Iyer. Names are stored capitalised, so the term
|
||||||
|
* is tried as typed, capitalised word by word, and in upper and lower case, and the results merged.
|
||||||
|
* Done here rather than by changing the platform's search, which every other screen relies on.
|
||||||
|
*/
|
||||||
|
export function searchClientsAnyCase(clientsService: ClientsService, term: string, officeId?: any): Observable<any[]> {
|
||||||
|
const variants = Array.from(
|
||||||
|
new Set([
|
||||||
|
term,
|
||||||
|
term.toLowerCase().replace(/(^|[\s.])(\p{L})/gu, (_match, lead, letter) => lead + letter.toUpperCase()),
|
||||||
|
term.toUpperCase(),
|
||||||
|
term.toLowerCase()
|
||||||
|
])
|
||||||
|
);
|
||||||
|
return forkJoin(
|
||||||
|
variants.map((variant) =>
|
||||||
|
clientsService.getFilteredClients('displayName', 'ASC', false, variant, officeId).pipe(
|
||||||
|
map((response: any) => {
|
||||||
|
const found = response?.pageItems || response || [];
|
||||||
|
return Array.isArray(found) ? found : [];
|
||||||
|
}),
|
||||||
|
catchError(() => of([]))
|
||||||
|
)
|
||||||
|
)
|
||||||
|
).pipe(
|
||||||
|
map((lists: any[][]) => {
|
||||||
|
const byId = new Map<number, any>();
|
||||||
|
for (const client of lists.flat()) {
|
||||||
|
byId.set(client.id, client);
|
||||||
|
}
|
||||||
|
return Array.from(byId.values()).sort((a, b) => String(a.displayName).localeCompare(String(b.displayName)));
|
||||||
|
})
|
||||||
|
);
|
||||||
|
}
|
||||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,526 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
$primary: #0f766e;
|
||||||
|
|
||||||
|
.pm-container {
|
||||||
|
// Wider than the usual form page: the extra width is what keeps this many fields off a
|
||||||
|
// second screen.
|
||||||
|
max-width: 1280px;
|
||||||
|
margin: 0 auto;
|
||||||
|
padding: 12px 16px 20px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 14px;
|
||||||
|
margin-bottom: 10px;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 18px;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-back {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-card {
|
||||||
|
background: var(--md-sys-color-surface, #fff);
|
||||||
|
border-radius: 8px;
|
||||||
|
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-tabs {
|
||||||
|
::ng-deep .mat-mdc-tab-body-wrapper {
|
||||||
|
min-height: 300px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-tab-content {
|
||||||
|
padding: 20px 24px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-section {
|
||||||
|
padding: 16px 0;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
|
||||||
|
&:last-of-type {
|
||||||
|
border-bottom: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
// The subtitle sits beside the title where there is room and drops below it where there is not.
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 2px 10px;
|
||||||
|
margin-bottom: 16px;
|
||||||
|
|
||||||
|
i {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
h3 {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 16px;
|
||||||
|
font-weight: 600;
|
||||||
|
// Held at its natural width: letting it shrink breaks a two-word heading onto three lines.
|
||||||
|
flex: 0 0 auto;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-grid {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(4, 1fr);
|
||||||
|
gap: 2px 18px;
|
||||||
|
align-items: start;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Label to the left of its field, the way the screen this replaces laid them out. A stacked label
|
||||||
|
* costs a whole row of height per field, and with 60-odd fields that is the difference between an
|
||||||
|
* operator seeing the form at once and scrolling through three screens of it.
|
||||||
|
*/
|
||||||
|
.pm-f {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: 104px minmax(0, 1fr);
|
||||||
|
align-items: start;
|
||||||
|
column-gap: 7px;
|
||||||
|
|
||||||
|
&--wide {
|
||||||
|
grid-column: span 2;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-f-lbl {
|
||||||
|
font-size: 11.5px;
|
||||||
|
line-height: 1.25;
|
||||||
|
text-align: right;
|
||||||
|
color: rgb(0 0 0 / 68%);
|
||||||
|
padding-top: 7px;
|
||||||
|
|
||||||
|
// Required marker, in the same red the legacy screen used.
|
||||||
|
b {
|
||||||
|
color: #c1121f;
|
||||||
|
font-weight: 400;
|
||||||
|
margin-left: 2px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-field {
|
||||||
|
width: 100%;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-checkbox-field {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
height: 56px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-radio-group {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 16px;
|
||||||
|
height: 56px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-add-nominee {
|
||||||
|
color: $primary;
|
||||||
|
height: fit-content;
|
||||||
|
align-self: center;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* The running total of the shares entered, beside the button that adds another. Reads as ordinary
|
||||||
|
* text while the split still adds up and turns to the warning colour when it does not, so the clerk
|
||||||
|
* sees the state of the whole nomination without having to try to save it.
|
||||||
|
*/
|
||||||
|
.pm-share-total {
|
||||||
|
align-self: center;
|
||||||
|
margin-left: 12px;
|
||||||
|
font-size: 13px;
|
||||||
|
color: rgb(0 0 0 / 60%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-share-total-bad {
|
||||||
|
color: #b3261e;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-empty {
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
font-size: 14px;
|
||||||
|
margin: 0 0 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* One nominee, laid out as fields that wrap rather than columns that must all fit.
|
||||||
|
*
|
||||||
|
* A fixed column per field only works while the count is fixed, and it is not - the Share % field
|
||||||
|
* appears and disappears with the split mode, and a tenth column pushed the remove button onto a
|
||||||
|
* line of its own. Each field instead states the width it needs to stay readable and the row breaks
|
||||||
|
* where it runs out of space, so nothing is squeezed and nothing is orphaned.
|
||||||
|
*/
|
||||||
|
.pm-nominee-row {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 4px 12px;
|
||||||
|
align-items: start;
|
||||||
|
padding: 12px 0;
|
||||||
|
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||||
|
|
||||||
|
&:first-of-type {
|
||||||
|
border-top: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Names and addresses need room; a date, Yes/No or a percentage does not. */
|
||||||
|
.pm-f {
|
||||||
|
flex: 1 1 170px;
|
||||||
|
min-width: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-f--date {
|
||||||
|
flex: 0 1 140px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-f--tight {
|
||||||
|
flex: 0 1 100px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-remove-nominee {
|
||||||
|
color: #b91c1c;
|
||||||
|
margin-top: 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-action-bar {
|
||||||
|
display: flex;
|
||||||
|
justify-content: flex-end;
|
||||||
|
gap: 12px;
|
||||||
|
padding: 16px 24px;
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-callout {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
margin: 0 24px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
background: rgb(185 28 28 / 8%);
|
||||||
|
border: 1px solid rgb(185 28 28 / 25%);
|
||||||
|
border-radius: 6px;
|
||||||
|
color: #b91c1c;
|
||||||
|
font-size: 0.9rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 1000px) {
|
||||||
|
.pm-grid {
|
||||||
|
grid-template-columns: repeat(2, 1fr);
|
||||||
|
}
|
||||||
|
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Resolved name shown under a Client / Agent / Guardian id, as the legacy screen did in red. */
|
||||||
|
.pm-hint--found {
|
||||||
|
color: #15803d;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-hint--missing {
|
||||||
|
color: #b91c1c;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Explains why a block of fields is absent, so the screen does not just look unfinished. */
|
||||||
|
.pm-note {
|
||||||
|
margin: 4px 0 0;
|
||||||
|
font-size: 0.8rem;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
font-style: italic;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-closed-badge {
|
||||||
|
margin-left: 12px;
|
||||||
|
padding: 3px 11px;
|
||||||
|
border-radius: 11px;
|
||||||
|
font-size: 0.72rem;
|
||||||
|
font-weight: 500;
|
||||||
|
background: rgb(0 0 0 / 7%);
|
||||||
|
color: rgb(0 0 0 / 60%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Says whose details a block of fields is for, so the screen explains itself. */
|
||||||
|
.pm-section__sub {
|
||||||
|
flex: 1 1 auto;
|
||||||
|
min-width: 0;
|
||||||
|
font-size: 0.78rem;
|
||||||
|
font-weight: 400;
|
||||||
|
line-height: 1.45;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-search-ic {
|
||||||
|
color: rgb(0 0 0 / 38%);
|
||||||
|
font-size: 0.85rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Money reads right to left, so a column of figures only lines up when it is right-aligned; the
|
||||||
|
* tabular figures keep every digit the same width so the decimal points stack.
|
||||||
|
*/
|
||||||
|
input.pm-money {
|
||||||
|
text-align: right;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* One row of a Client / Sub Type search list: the id, the name, and where it belongs. */
|
||||||
|
.pm-opt {
|
||||||
|
display: flex;
|
||||||
|
align-items: baseline;
|
||||||
|
gap: 10px;
|
||||||
|
overflow: hidden;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* The "there are more" footer row. Quieter than a real option, since it is not one. */
|
||||||
|
.pm-opt-more {
|
||||||
|
font-size: 0.75rem;
|
||||||
|
font-style: italic;
|
||||||
|
opacity: 0.75;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-opt-id {
|
||||||
|
flex: 0 0 auto;
|
||||||
|
min-width: 52px;
|
||||||
|
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||||
|
font-size: 0.78rem;
|
||||||
|
color: var(--pl-accent, #b45309);
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
The name is the reason the row exists, so it gets whatever width is going and is the last thing
|
||||||
|
to be cut. Before this the branch was fixed-width and the name carried the ellipsis, so in the
|
||||||
|
narrow panel every customer read as a single letter.
|
||||||
|
*/
|
||||||
|
|
||||||
|
.pm-opt-main {
|
||||||
|
flex: 1 1 auto;
|
||||||
|
min-width: 8rem;
|
||||||
|
overflow: hidden;
|
||||||
|
text-overflow: ellipsis;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-opt-sub {
|
||||||
|
flex: 0 1 auto;
|
||||||
|
min-width: 0;
|
||||||
|
overflow: hidden;
|
||||||
|
text-overflow: ellipsis;
|
||||||
|
white-space: nowrap;
|
||||||
|
font-size: 0.75rem;
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Dense data-entry layout.
|
||||||
|
*
|
||||||
|
* The screen this replaces fitted the whole form on one page - an officer opening accounts all day
|
||||||
|
* reads it at a glance and never scrolls. Material's default field height and spacing turn the same
|
||||||
|
* 56 fields into three screens' worth, so the whole card is tightened: shorter fields, smaller type,
|
||||||
|
* and just enough room under each field for the hint that names the client or agent it resolved.
|
||||||
|
*/
|
||||||
|
/*
|
||||||
|
* With the label moved outside, the box only has to hold the value - so it loses the height Material
|
||||||
|
* reserves for a floating label, and the form fits a screen instead of three.
|
||||||
|
*/
|
||||||
|
.pm-card {
|
||||||
|
::ng-deep {
|
||||||
|
.mat-mdc-form-field {
|
||||||
|
font-size: 12.5px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.mat-mdc-form-field-infix {
|
||||||
|
min-height: 26px;
|
||||||
|
padding-top: 3px !important;
|
||||||
|
padding-bottom: 3px !important;
|
||||||
|
border-top: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.mat-mdc-text-field-wrapper {
|
||||||
|
padding-left: 8px;
|
||||||
|
padding-right: 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.mat-mdc-input-element,
|
||||||
|
.mat-mdc-select-value-text {
|
||||||
|
font-size: 12.5px;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Room for one line of hint - the resolved client/agent name that confirms the right record.
|
||||||
|
.mat-mdc-form-field-subscript-wrapper {
|
||||||
|
height: 14px;
|
||||||
|
min-height: 14px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.mat-mdc-form-field-hint {
|
||||||
|
font-size: 10.5px;
|
||||||
|
line-height: 14px;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Suffix icons and the datepicker toggle default to a 48px touch target, which reopens all the
|
||||||
|
// height just saved.
|
||||||
|
.mat-mdc-icon-button.mat-mdc-button-base {
|
||||||
|
width: 26px;
|
||||||
|
height: 26px;
|
||||||
|
padding: 3px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.mat-mdc-form-field-icon-suffix {
|
||||||
|
padding-left: 2px;
|
||||||
|
|
||||||
|
.mat-datepicker-toggle svg {
|
||||||
|
width: 15px;
|
||||||
|
height: 15px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.mat-mdc-tab-body-wrapper {
|
||||||
|
min-height: 0;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-tab-content {
|
||||||
|
padding: 8px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Blocks drawn the way the screen this replaces drew them: a hairline between groups of fields,
|
||||||
|
* with the group's name as a quiet caption above it rather than a heading bar of its own. An
|
||||||
|
* operator who has filled this form a hundred times navigates by field position; one filling their
|
||||||
|
* first still gets told which block is which.
|
||||||
|
*/
|
||||||
|
.pm-section {
|
||||||
|
padding: 8px 0 2px;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 11%);
|
||||||
|
|
||||||
|
&__header {
|
||||||
|
margin-bottom: 6px;
|
||||||
|
gap: 0 10px;
|
||||||
|
|
||||||
|
// Decoration the legacy screen did without, and the row is tighter for losing it.
|
||||||
|
i {
|
||||||
|
display: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
h3 {
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 700;
|
||||||
|
letter-spacing: 0.07em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-section__sub {
|
||||||
|
font-size: 0.72rem;
|
||||||
|
color: rgb(0 0 0 / 45%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-grid {
|
||||||
|
gap: 0 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-checkbox-field,
|
||||||
|
.pm-radio-group {
|
||||||
|
height: 28px;
|
||||||
|
|
||||||
|
::ng-deep label {
|
||||||
|
font-size: 12.5px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// The nominee grid is its own row of fields, so its labels sit above rather than beside - there is
|
||||||
|
// no room for a label column eight fields across.
|
||||||
|
.pm-nominee-row {
|
||||||
|
gap: 0 10px;
|
||||||
|
padding: 3px 0;
|
||||||
|
|
||||||
|
.pm-f {
|
||||||
|
grid-template-columns: minmax(0, 1fr);
|
||||||
|
row-gap: 1px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-f-lbl {
|
||||||
|
text-align: left;
|
||||||
|
padding-top: 0;
|
||||||
|
font-size: 10.5px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-note {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 0.74rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-action-bar {
|
||||||
|
padding: 10px 18px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
The customer's real deposit account. Not a form field - nothing here is typed, it is what the
|
||||||
|
bank's books say - so it reads as a fact rather than sitting in an input box pretending to be one.
|
||||||
|
*/
|
||||||
|
.pm-account {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 2px;
|
||||||
|
padding: 3px 0;
|
||||||
|
min-height: 26px;
|
||||||
|
justify-content: center;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-account-no {
|
||||||
|
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||||
|
font-size: 0.85rem;
|
||||||
|
letter-spacing: 0.02em;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-account-meta {
|
||||||
|
font-size: 0.75rem;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-account-live {
|
||||||
|
color: #15803d;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Said plainly: this party has no account behind it, which is a real gap, not a blank field. */
|
||||||
|
.pm-account-missing {
|
||||||
|
font-size: 0.75rem;
|
||||||
|
font-style: italic;
|
||||||
|
color: #9b2c2c;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
Something the branch has to do, rather than something that has gone wrong - so it reads as an
|
||||||
|
instruction in the warning colour, not an error in red like the closed-account notice.
|
||||||
|
*/
|
||||||
|
.pm-callout--action {
|
||||||
|
background: rgb(180 83 9 / 8%);
|
||||||
|
border-color: rgb(180 83 9 / 25%);
|
||||||
|
color: #b45309;
|
||||||
|
}
|
||||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,166 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="pl-root">
|
||||||
|
<div class="pl-header">
|
||||||
|
<div class="pl-header-left">
|
||||||
|
<div class="pl-header-ic"><fa-icon icon="clipboard-check"></fa-icon></div>
|
||||||
|
<div class="pl-header-text">
|
||||||
|
<h2>Accounts Due for Closure</h2>
|
||||||
|
<p>Matured DDS accounts still open — pay the customer, then close the account.</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="pl-header-right">
|
||||||
|
<button class="pl-create-btn" type="button" [routerLink]="['/accounts/dds']">
|
||||||
|
<fa-icon icon="arrow-left"></fa-icon>
|
||||||
|
<span>Party Master</span>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (!loading && parties.length > 0) {
|
||||||
|
<div class="pl-kpis">
|
||||||
|
<div class="pl-kpi pl-kpi--purple" matTooltip="Matured accounts still open, at either step">
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="clipboard-check"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ parties.length | number }}</div>
|
||||||
|
<div class="pl-kpi-l">Outstanding</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div
|
||||||
|
class="pl-kpi pl-kpi--teal"
|
||||||
|
matTooltip="Money the bank is holding on matured accounts it has not yet paid out"
|
||||||
|
>
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="wallet"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ totalPayable | number: '1.2-2' }}</div>
|
||||||
|
<div class="pl-kpi-l">Still to Pay</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<!-- Already paid, waiting only on the close. Separated because it is the quicker half of the
|
||||||
|
list and needs no customer to be reached. -->
|
||||||
|
@if (awaitingCloseCount > 0) {
|
||||||
|
<div class="pl-kpi pl-kpi--blue" matTooltip="Paid out in full — these only need closing">
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="check"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ awaitingCloseCount | number }}</div>
|
||||||
|
<div class="pl-kpi-l">Ready to Close</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="pl-card">
|
||||||
|
@if (loading) {
|
||||||
|
<div class="pl-empty"><p>Loading…</p></div>
|
||||||
|
} @else if (parties.length === 0) {
|
||||||
|
<!-- An empty list here is good news, so it says so rather than looking like a failed load. -->
|
||||||
|
<div class="pl-empty">
|
||||||
|
<div class="pl-empty-ic dfc-empty-ic"><fa-icon icon="check"></fa-icon></div>
|
||||||
|
<h3>Nothing to close</h3>
|
||||||
|
<p>No DDS account has matured and been left open. Every matured account has been paid out and closed.</p>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="pl-table-wrap">
|
||||||
|
<table class="pl-table dfc-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Party</th>
|
||||||
|
<th>Customer</th>
|
||||||
|
<th>Collected By</th>
|
||||||
|
<th>Matured On</th>
|
||||||
|
<th class="num">Payable</th>
|
||||||
|
<th class="num">Action</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (party of parties; track party.id) {
|
||||||
|
<tr class="pl-row">
|
||||||
|
<td>
|
||||||
|
<div class="pl-product-meta">
|
||||||
|
<div class="pl-product-name">{{ party.partyCode }}</div>
|
||||||
|
<div class="pl-product-sub dfc-account">{{ party.accountNo || party.savingsAccountNo || '—' }}</div>
|
||||||
|
</div>
|
||||||
|
</td>
|
||||||
|
<td>{{ party.partyName }}</td>
|
||||||
|
<td>
|
||||||
|
<div class="pl-product-meta">
|
||||||
|
<div class="pl-product-name">{{ party.agentName || '—' }}</div>
|
||||||
|
<div class="pl-product-sub">{{ party.agentCode }}</div>
|
||||||
|
</div>
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<div class="pl-product-meta">
|
||||||
|
<div class="pl-product-name">{{ party.maturityDate | dateFormat }}</div>
|
||||||
|
<!-- How long the bank has been holding it. A maturity from months back is a
|
||||||
|
different problem from yesterday's, and the date alone does not say so. -->
|
||||||
|
<div class="pl-product-sub" [class.dfc-stale]="daysOverdue(party) > 30">
|
||||||
|
{{ daysOverdue(party) }} {{ daysOverdue(party) === 1 ? 'day' : 'days' }} ago
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</td>
|
||||||
|
<td class="num">
|
||||||
|
@if (awaitingPayout(party)) {
|
||||||
|
<strong>{{ party.currentBalance | number: '1.2-2' }}</strong>
|
||||||
|
} @else {
|
||||||
|
<!-- Paid. Shown as words rather than 0.00 so a settled account is not mistaken for
|
||||||
|
one that was never collected on. -->
|
||||||
|
<span class="dfc-paid">Paid out</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td class="num">
|
||||||
|
<!--
|
||||||
|
Two steps, and an account stays on this list through both: pay the customer, then
|
||||||
|
close. The officer sees the balance fall to nil before closing, so nothing is
|
||||||
|
closed on a payment nobody checked.
|
||||||
|
-->
|
||||||
|
@if (heldUnderLien(party)) {
|
||||||
|
<!--
|
||||||
|
Pledged against a loan. Offering Pay Out here would only be refused by the
|
||||||
|
server, so the row says why instead — the deposit is the bank's security until
|
||||||
|
the borrowing against it is cleared.
|
||||||
|
-->
|
||||||
|
<span
|
||||||
|
class="dfc-lien"
|
||||||
|
[matTooltip]="
|
||||||
|
(party.amountHeldUnderLien | number: '1.2-2') +
|
||||||
|
' is pledged against a loan. It is paid out once the loan is repaid and the lien released.'
|
||||||
|
"
|
||||||
|
>
|
||||||
|
<fa-icon icon="lock"></fa-icon>
|
||||||
|
<span>Held under lien</span>
|
||||||
|
</span>
|
||||||
|
} @else if (awaitingPayout(party)) {
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="pl-action-btn pl-action-btn--edit"
|
||||||
|
(click)="payOut(party)"
|
||||||
|
matTooltip="Pay this money out to the customer"
|
||||||
|
>
|
||||||
|
<fa-icon icon="wallet"></fa-icon><span>Pay Out</span>
|
||||||
|
</button>
|
||||||
|
} @else {
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="pl-action-btn dfc-close-btn"
|
||||||
|
(click)="closeAccount(party)"
|
||||||
|
matTooltip="The money has gone out — close this account"
|
||||||
|
>
|
||||||
|
<fa-icon icon="check"></fa-icon><span>Close Account</span>
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,97 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
@use 'assets/styles/product-list' as pl;
|
||||||
|
|
||||||
|
@include pl.product-list-styles;
|
||||||
|
|
||||||
|
/* An empty list here means the work is done, so the mark is the reassuring colour, not the grey one. */
|
||||||
|
.dfc-empty-ic {
|
||||||
|
color: #15803d;
|
||||||
|
}
|
||||||
|
|
||||||
|
.dfc-account {
|
||||||
|
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||||
|
font-size: 0.75rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* A maturity the bank has been sitting on for over a month. Called out because the date alone reads
|
||||||
|
* the same whether it passed yesterday or in the spring, and the two are not the same problem.
|
||||||
|
*/
|
||||||
|
.dfc-stale {
|
||||||
|
color: #b45309;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* An account whose money has already gone out. Words rather than 0.00, so a settled account is not
|
||||||
|
* read as one that was never collected on - both would show the same figure.
|
||||||
|
*/
|
||||||
|
.dfc-paid {
|
||||||
|
color: #15803d;
|
||||||
|
font-weight: 600;
|
||||||
|
font-size: 0.78rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* The close action. Green rather than the list's usual blue because it is the step that finishes the
|
||||||
|
* account, and it only ever appears on a row already paid.
|
||||||
|
*/
|
||||||
|
.dfc-close-btn {
|
||||||
|
color: #15803d;
|
||||||
|
border-color: rgb(21 128 61 / 30%);
|
||||||
|
background: rgb(21 128 61 / 6%);
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: rgb(21 128 61 / 12%);
|
||||||
|
border-color: rgb(21 128 61 / 45%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* A deposit pledged against a loan. Not a button, because there is nothing for the clerk to do here
|
||||||
|
* until the loan is cleared — showing one would only lead to a refusal.
|
||||||
|
*/
|
||||||
|
.dfc-lien {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
padding: 4px 10px;
|
||||||
|
border: 1px solid rgb(90 74 156 / 30%);
|
||||||
|
border-radius: 4px;
|
||||||
|
background: rgb(90 74 156 / 8%);
|
||||||
|
color: #5a4a9c;
|
||||||
|
font-size: 0.78rem;
|
||||||
|
font-weight: 600;
|
||||||
|
cursor: help;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Plain table rather than mat-table: this list is short by design and needs no sort or paging. */
|
||||||
|
.dfc-table {
|
||||||
|
th,
|
||||||
|
td {
|
||||||
|
padding: 10px 14px;
|
||||||
|
text-align: left;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||||
|
}
|
||||||
|
|
||||||
|
th {
|
||||||
|
font-size: 0.72rem;
|
||||||
|
font-weight: 600;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
background: rgb(0 0 0 / 2%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.num {
|
||||||
|
text-align: right;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,214 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { MatDialog } from '@angular/material/dialog';
|
||||||
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { AlertService } from 'app/core/alert/alert.service';
|
||||||
|
import { SettingsService } from 'app/settings/settings.service';
|
||||||
|
import { Dates } from 'app/core/utils/dates';
|
||||||
|
|
||||||
|
/** Custom Components */
|
||||||
|
import { PayoutDialogComponent } from '../payout-dialog/payout-dialog.component';
|
||||||
|
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The DDS accounts whose term has run out and which are still open - the branch's list of closures
|
||||||
|
* waiting to be done.
|
||||||
|
*
|
||||||
|
* A list of work, not a report. Nothing closes itself: a matured account is money the bank now owes
|
||||||
|
* the customer, and where it goes has to be agreed with them, so each one waits here until an
|
||||||
|
* officer deals with it. Before this existed the maturity date simply passed and nobody was told -
|
||||||
|
* the bank held the money and the customer had to think to ask for it.
|
||||||
|
*
|
||||||
|
* Two steps, not one, and an account stays on this list through both:
|
||||||
|
*
|
||||||
|
* balance owing pay it out - to another account of theirs, or into matured-deposits payable
|
||||||
|
* balance nil paid; close it
|
||||||
|
*
|
||||||
|
* Splitting them is what a branch actually does. The officer pays, sees the balance fall to nil and
|
||||||
|
* the money land where it was meant to, and only then closes. One click doing both would close
|
||||||
|
* accounts whose payment nobody had checked, and a closed account is far harder to put right.
|
||||||
|
*
|
||||||
|
* Oldest maturity first, because that is the one the bank has been holding longest.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-due-for-closure',
|
||||||
|
templateUrl: './due-for-closure.component.html',
|
||||||
|
styleUrls: ['./due-for-closure.component.scss'],
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
FaIconComponent
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class DueForClosureComponent implements OnInit {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private dialog = inject(MatDialog);
|
||||||
|
private alertService = inject(AlertService);
|
||||||
|
private settingsService = inject(SettingsService);
|
||||||
|
private dateUtils = inject(Dates);
|
||||||
|
|
||||||
|
parties: any[] = [];
|
||||||
|
loading = true;
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
|
||||||
|
private load(): void {
|
||||||
|
this.loading = true;
|
||||||
|
this.organizationService.getPartiesDueForClosure().subscribe({
|
||||||
|
next: (parties: any) => {
|
||||||
|
this.parties = Array.isArray(parties) ? parties : parties?.pageItems || [];
|
||||||
|
this.loading = false;
|
||||||
|
},
|
||||||
|
error: () => {
|
||||||
|
this.parties = [];
|
||||||
|
this.loading = false;
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** What the bank is holding in total across every matured account still open. */
|
||||||
|
get totalPayable(): number {
|
||||||
|
return this.parties.reduce((sum, party) => sum + Number(party.currentBalance || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Whether this one is still waiting on its payment. Anything left on the account is the customer's
|
||||||
|
* money, so it is paid before the account can be closed.
|
||||||
|
*/
|
||||||
|
awaitingPayout(party: any): boolean {
|
||||||
|
return Number(party.currentBalance || 0) > 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Whether this deposit is standing as security for a loan.
|
||||||
|
*
|
||||||
|
* The term has ended and the money is owed, but it cannot leave while it is pledged - so the row
|
||||||
|
* says so rather than offering a Pay Out the server would refuse. A customer who needed cash before
|
||||||
|
* their term ended borrowed against the deposit instead of breaking it; the deposit is paid when
|
||||||
|
* that loan is cleared.
|
||||||
|
*/
|
||||||
|
heldUnderLien(party: any): boolean {
|
||||||
|
return Number(party.amountHeldUnderLien || 0) > 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** How many are already paid and now only need closing - the quicker half of the list. */
|
||||||
|
get awaitingCloseCount(): number {
|
||||||
|
return this.parties.filter((party) => !this.awaitingPayout(party)).length;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* How long the bank has been sitting on this one. Shown because a maturity from three months ago
|
||||||
|
* is a different problem from one from yesterday, and the list alone would not say so.
|
||||||
|
*/
|
||||||
|
daysOverdue(party: any): number {
|
||||||
|
const matured = this.toDate(party.maturityDate);
|
||||||
|
if (!matured) {
|
||||||
|
return 0;
|
||||||
|
}
|
||||||
|
return Math.max(0, Math.floor((Date.now() - matured.getTime()) / 86400000));
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The API sends dates as [year, month, day]; month is 1-based there and 0-based in Date. */
|
||||||
|
private toDate(value: any): Date | null {
|
||||||
|
if (Array.isArray(value) && value.length >= 3) {
|
||||||
|
return new Date(value[0], value[1] - 1, value[2]);
|
||||||
|
}
|
||||||
|
return value ? new Date(value) : null;
|
||||||
|
}
|
||||||
|
|
||||||
|
payOut(party: any): void {
|
||||||
|
const dialogRef = this.dialog.open(PayoutDialogComponent, {
|
||||||
|
data: party,
|
||||||
|
width: '520px',
|
||||||
|
autoFocus: false
|
||||||
|
});
|
||||||
|
|
||||||
|
dialogRef.afterClosed().subscribe((payoutCommand: any) => {
|
||||||
|
if (!payoutCommand) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.organizationService.payOutParty(party.id, payoutCommand).subscribe({
|
||||||
|
next: (result: any) => {
|
||||||
|
if (awaitingApproval(result)) {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Sent for Approval',
|
||||||
|
message: `Payout of ${party.partyCode} is waiting for a manager's approval. Nothing has been paid yet.`
|
||||||
|
});
|
||||||
|
this.load();
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Party Paid Out',
|
||||||
|
message: payoutCommand.toSavingsAccountNo
|
||||||
|
? `${party.partyCode} paid into ${payoutCommand.toSavingsAccountNo} and the account is closed.`
|
||||||
|
: `${party.partyCode} parked in Sundry in the customer's name and the account is closed.`
|
||||||
|
});
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
// A refusal is shown by the platform's own error handler, which names the reason - repeating
|
||||||
|
// it here would say the same thing twice.
|
||||||
|
});
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Closes an account whose money has already gone out. The server refuses one still carrying a
|
||||||
|
* balance, so this cannot close an account out from under an unpaid customer.
|
||||||
|
*
|
||||||
|
* Asked for first, because closing is the one step here with no way back.
|
||||||
|
*/
|
||||||
|
closeAccount(party: any): void {
|
||||||
|
const confirmation = this.dialog.open(ConfirmationDialogComponent, {
|
||||||
|
data: {
|
||||||
|
heading: `Close ${party.partyCode}?`,
|
||||||
|
dialogContext: `${party.partyName}'s account has been paid out in full and can be closed. It cannot be reopened.`,
|
||||||
|
type: 'warn'
|
||||||
|
}
|
||||||
|
});
|
||||||
|
|
||||||
|
confirmation.afterClosed().subscribe((response: any) => {
|
||||||
|
if (!response?.confirm) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const dateFormat = this.settingsService.dateFormat;
|
||||||
|
const locale = this.settingsService.language.code;
|
||||||
|
this.organizationService
|
||||||
|
.closeParty(party.id, {
|
||||||
|
closeDate: this.dateUtils.formatDate(this.settingsService.businessDate || new Date(), dateFormat),
|
||||||
|
dateFormat,
|
||||||
|
locale
|
||||||
|
})
|
||||||
|
.subscribe({
|
||||||
|
next: (result: any) => {
|
||||||
|
this.alertService.alert(
|
||||||
|
awaitingApproval(result)
|
||||||
|
? {
|
||||||
|
type: 'Sent for Approval',
|
||||||
|
message: `Closing ${party.partyCode} is waiting for a manager's approval. It stays open until then.`
|
||||||
|
}
|
||||||
|
: { type: 'Party Closed', message: `${party.partyCode} is closed.` }
|
||||||
|
);
|
||||||
|
this.load();
|
||||||
|
}
|
||||||
|
});
|
||||||
|
});
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Under maker-checker the command is only recorded - it has a command id but no resource yet. */
|
||||||
|
function awaitingApproval(result: any): boolean {
|
||||||
|
return !!result?.commandId && result?.resourceId == null;
|
||||||
|
}
|
||||||
@@ -0,0 +1,73 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<h2 mat-dialog-title class="nd-title">
|
||||||
|
Nominees
|
||||||
|
<span class="nd-party">{{ data.partyCode }} · {{ data.partyName }}</span>
|
||||||
|
</h2>
|
||||||
|
|
||||||
|
<mat-dialog-content class="nd-body">
|
||||||
|
@if (nominees.length === 0) {
|
||||||
|
<p class="nd-empty">Nobody is nominated on this account.</p>
|
||||||
|
} @else {
|
||||||
|
<p class="nd-mode">
|
||||||
|
@if (bySequence) {
|
||||||
|
Paid in the order listed — the first named who can be found receives the deposit.
|
||||||
|
} @else {
|
||||||
|
Split by share of the deposit.
|
||||||
|
}
|
||||||
|
</p>
|
||||||
|
|
||||||
|
<table class="nd-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>@if (bySequence) { Order } @else { # }</th>
|
||||||
|
<th>Name</th>
|
||||||
|
<th>Relation</th>
|
||||||
|
<th>Nominated</th>
|
||||||
|
@if (!bySequence) {
|
||||||
|
<th class="nd-num">Share</th>
|
||||||
|
}
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (nominee of nominees; track nominee.id; let i = $index) {
|
||||||
|
<tr>
|
||||||
|
<!-- The stated order where there is one; otherwise just the position in the list. -->
|
||||||
|
<td class="nd-seq">{{ nominee.sequenceNo ?? i + 1 }}</td>
|
||||||
|
<td>
|
||||||
|
{{ nominee.name }}
|
||||||
|
@if (nominee.minor) {
|
||||||
|
<span class="nd-minor">minor · guardian {{ nominee.guardianName || '—' }}</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td>{{ nominee.relation }}</td>
|
||||||
|
<td>{{ nominee.nominationDate | dateFormat }}</td>
|
||||||
|
@if (!bySequence) {
|
||||||
|
<td class="nd-num">
|
||||||
|
@if (nominee.sharePercent !== null && nominee.sharePercent !== undefined) {
|
||||||
|
{{ nominee.sharePercent }}%
|
||||||
|
} @else {
|
||||||
|
—
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
}
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
|
||||||
|
@if (shareWarning) {
|
||||||
|
<p class="nd-warn">{{ shareWarning }}</p>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</mat-dialog-content>
|
||||||
|
|
||||||
|
<mat-dialog-actions align="end">
|
||||||
|
<button mat-raised-button color="primary" mat-dialog-close>Close</button>
|
||||||
|
</mat-dialog-actions>
|
||||||
@@ -0,0 +1,84 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
.nd-title {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 2px;
|
||||||
|
margin-bottom: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-party {
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 400;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-body {
|
||||||
|
min-width: 420px;
|
||||||
|
padding-top: 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-mode {
|
||||||
|
margin: 0 0 12px;
|
||||||
|
font-size: 13px;
|
||||||
|
color: rgb(0 0 0 / 60%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-empty {
|
||||||
|
margin: 8px 0;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
font-size: 14px;
|
||||||
|
|
||||||
|
th {
|
||||||
|
text-align: left;
|
||||||
|
font-weight: 500;
|
||||||
|
font-size: 12px;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
text-transform: uppercase;
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
padding: 0 8px 6px 0;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 10%);
|
||||||
|
}
|
||||||
|
|
||||||
|
td {
|
||||||
|
padding: 8px 8px 8px 0;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||||
|
vertical-align: top;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Shares line up to be read down the column, not across the row. */
|
||||||
|
.nd-num {
|
||||||
|
text-align: right;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
padding-right: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-seq {
|
||||||
|
width: 32px;
|
||||||
|
color: rgb(0 0 0 / 45%);
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-minor {
|
||||||
|
display: block;
|
||||||
|
font-size: 12px;
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.nd-warn {
|
||||||
|
margin: 12px 0 0;
|
||||||
|
font-size: 13px;
|
||||||
|
color: #b3261e;
|
||||||
|
}
|
||||||
@@ -0,0 +1,82 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
||||||
|
import { MatButtonModule } from '@angular/material/button';
|
||||||
|
|
||||||
|
/** Custom Pipes */
|
||||||
|
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Who this account is nominated to, read without opening it for editing.
|
||||||
|
*
|
||||||
|
* A clerk asked "who is on this account" has one question, not an intention to change anything, and
|
||||||
|
* the edit form answers it only after a load, a tab and a scroll - with every field live the whole
|
||||||
|
* time. This states it and closes.
|
||||||
|
*
|
||||||
|
* What is shown follows the split the account was nominated under: a share per nominee under
|
||||||
|
* Percentage, and the order they are paid in under Sequence, because that ordering is the whole of
|
||||||
|
* what Sequence records.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-nominee-list-dialog',
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
MatDialogModule,
|
||||||
|
MatButtonModule,
|
||||||
|
DateFormatPipe
|
||||||
|
],
|
||||||
|
templateUrl: './nominee-list-dialog.component.html',
|
||||||
|
styleUrls: ['./nominee-list-dialog.component.scss']
|
||||||
|
})
|
||||||
|
export class NomineeListDialogComponent {
|
||||||
|
/** { partyCode, partyName, splitMode, nominees } */
|
||||||
|
data = inject<any>(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
|
get bySequence(): boolean {
|
||||||
|
return this.data?.splitMode === 'Sequence';
|
||||||
|
}
|
||||||
|
|
||||||
|
get nominees(): any[] {
|
||||||
|
return this.data?.nominees || [];
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* What the shares come to. Shown only when it is not the whole deposit - a nomination recorded
|
||||||
|
* before shares were captured reads as complete otherwise, and the remainder has nobody named
|
||||||
|
* to receive it.
|
||||||
|
*/
|
||||||
|
get shareTotal(): number | null {
|
||||||
|
if (this.bySequence) {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
const stated = this.nominees.filter((n) => n?.sharePercent !== null && n?.sharePercent !== undefined);
|
||||||
|
if (stated.length === 0) {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
return stated.reduce((sum, n) => sum + Number(n.sharePercent || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get shareWarning(): string | null {
|
||||||
|
if (this.bySequence) {
|
||||||
|
// Under Sequence the order is the whole of the nomination, so an order nobody stated is the
|
||||||
|
// same gap a missing share is under Percentage.
|
||||||
|
const stated = this.nominees.filter((n) => n?.sequenceNo !== null && n?.sequenceNo !== undefined);
|
||||||
|
return stated.length === this.nominees.length ? null : 'No order was recorded against these nominees.';
|
||||||
|
}
|
||||||
|
const total = this.shareTotal;
|
||||||
|
if (total === null) {
|
||||||
|
return 'No shares were recorded against these nominees.';
|
||||||
|
}
|
||||||
|
return total === 100 ? null : `The shares come to ${total}%, not 100%.`;
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,240 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="pl-root">
|
||||||
|
<div class="pl-header">
|
||||||
|
<div class="pl-header-left">
|
||||||
|
<div class="pl-header-ic"><fa-icon icon="users"></fa-icon></div>
|
||||||
|
<div class="pl-header-text">
|
||||||
|
<h2>Party Master</h2>
|
||||||
|
<p>The DDS accounts on file — each one a customer collected from daily.</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="pl-header-right">
|
||||||
|
<div class="pl-count-chip" matTooltip="Total parties">
|
||||||
|
<fa-icon icon="users"></fa-icon>
|
||||||
|
<strong>{{ totalCount }}</strong>
|
||||||
|
<span>{{ totalCount === 1 ? 'party' : 'parties' }}</span>
|
||||||
|
</div>
|
||||||
|
<button class="pl-create-btn" type="button" [routerLink]="['create']">
|
||||||
|
<fa-icon icon="plus"></fa-icon>
|
||||||
|
<span>Create Party</span>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!--
|
||||||
|
Matured accounts still open. Money the bank owes a customer that nobody has been told about, so
|
||||||
|
it is called out on the screen an officer already opens rather than left on a report they would
|
||||||
|
have to think to run.
|
||||||
|
-->
|
||||||
|
@if (dueForClosureCount > 0) {
|
||||||
|
<a class="pm-due-banner" [routerLink]="['dueforclosure']">
|
||||||
|
<fa-icon icon="clipboard-check" class="pm-due-banner__ic"></fa-icon>
|
||||||
|
<span class="pm-due-banner__text">
|
||||||
|
<strong>{{ dueForClosureCount }}</strong>
|
||||||
|
{{ dueForClosureCount === 1 ? 'account has' : 'accounts have' }} matured and
|
||||||
|
{{ dueForClosureCount === 1 ? 'is' : 'are' }} still open —
|
||||||
|
<!-- Nil once every one of them has been paid: what is left then is the closing, not the money. -->
|
||||||
|
@if (dueForClosurePayable > 0) {
|
||||||
|
<strong>{{ dueForClosurePayable | number: '1.2-2' }}</strong> still owed to customers.
|
||||||
|
} @else {
|
||||||
|
paid in full, waiting to be closed.
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
<span class="pm-due-banner__cta"
|
||||||
|
>Settle {{ dueForClosureCount === 1 ? 'it' : 'them' }} <fa-icon icon="arrow-right"></fa-icon
|
||||||
|
></span>
|
||||||
|
</a>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="pl-kpis">
|
||||||
|
<div class="pl-kpi pl-kpi--blue">
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="users"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ activeCount | number }}</div>
|
||||||
|
<div class="pl-kpi-l">Open Accounts</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div
|
||||||
|
class="pl-kpi pl-kpi--purple"
|
||||||
|
matTooltip="What the agents should collect between them on a full collection day"
|
||||||
|
>
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="calendar-day"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ totalDailyDue | number: '1.2-2' }}</div>
|
||||||
|
<div class="pl-kpi-l">Daily Collection Due</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="pl-kpi pl-kpi--teal" matTooltip="Every open account's running balance added up">
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="wallet"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ totalCurrentBalance | number: '1.2-2' }}</div>
|
||||||
|
<div class="pl-kpi-l">Total Deposits Held</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="pl-card">
|
||||||
|
<div class="pl-toolbar">
|
||||||
|
<div class="pl-search">
|
||||||
|
<fa-icon icon="search" class="pl-search-ic"></fa-icon>
|
||||||
|
<input
|
||||||
|
type="text"
|
||||||
|
(input)="applyFilter($any($event.target).value)"
|
||||||
|
placeholder="Search by code, name or agent…"
|
||||||
|
/>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (totalCount === 0) {
|
||||||
|
<div class="pl-empty">
|
||||||
|
<div class="pl-empty-ic"><fa-icon icon="users"></fa-icon></div>
|
||||||
|
<h3>No parties yet</h3>
|
||||||
|
<p>Open one so an agent can start collecting daily deposits against it.</p>
|
||||||
|
<button class="pl-create-btn" type="button" [routerLink]="['create']">
|
||||||
|
<fa-icon icon="plus"></fa-icon>
|
||||||
|
<span>Create Party</span>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="pl-table-wrap">
|
||||||
|
<table mat-table [dataSource]="dataSource" matSort class="pl-table">
|
||||||
|
<ng-container matColumnDef="partyCode">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>Party Code</th>
|
||||||
|
<td mat-cell *matCellDef="let p">
|
||||||
|
<div class="pl-product-cell">
|
||||||
|
<div class="pl-product-icon"><fa-icon icon="user"></fa-icon></div>
|
||||||
|
<div class="pl-product-meta">
|
||||||
|
<div class="pl-product-name">{{ p.partyCode }}</div>
|
||||||
|
<div class="pl-product-sub">{{ p.city || '—' }}</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="partyName">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>Party Name</th>
|
||||||
|
<td mat-cell *matCellDef="let p">{{ p.partyName }}</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="subType">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>Sub Type</th>
|
||||||
|
<td mat-cell *matCellDef="let p">
|
||||||
|
<span class="pl-tag" [matTooltip]="p.subType">{{ p.subTypeDescription || p.subType }}</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="agentName">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>Collected By</th>
|
||||||
|
<td mat-cell *matCellDef="let p">
|
||||||
|
<div class="pl-product-meta">
|
||||||
|
<div class="pl-product-name">{{ p.agentName || '—' }}</div>
|
||||||
|
<div class="pl-product-sub">{{ p.agentCode }}</div>
|
||||||
|
</div>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<!--
|
||||||
|
The customer's real deposit account. A party without one is money the bank's books do not
|
||||||
|
know about, so it is called out rather than shown as a blank cell.
|
||||||
|
-->
|
||||||
|
<ng-container matColumnDef="savingsAccountNo">
|
||||||
|
<th mat-header-cell *matHeaderCellDef>DDS Account</th>
|
||||||
|
<td mat-cell *matCellDef="let p">
|
||||||
|
@if (p.accountNo) {
|
||||||
|
<div class="pl-product-meta">
|
||||||
|
<div class="pm-list-account">{{ p.accountNo }}</div>
|
||||||
|
<div class="pl-product-sub">{{ p.subTypeDescription || p.subType }}</div>
|
||||||
|
</div>
|
||||||
|
} @else if (p.savingsAccountNo) {
|
||||||
|
<div class="pl-product-meta">
|
||||||
|
<div class="pm-list-account">{{ p.savingsAccountNo }}</div>
|
||||||
|
<div class="pl-product-sub">{{ p.savingsAccountStatus }}</div>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<span class="pm-list-no-account">Not opened</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="dailyDepositAmount">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header class="num">Daily Deposit</th>
|
||||||
|
<td mat-cell *matCellDef="let p" class="num">{{ p.dailyDepositAmount | number: '1.2-2' }}</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="currentBalance">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header class="num">Current Balance</th>
|
||||||
|
<td mat-cell *matCellDef="let p" class="num">
|
||||||
|
<strong>{{ p.currentBalance | number: '1.2-2' }}</strong>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="status">
|
||||||
|
<th mat-header-cell *matHeaderCellDef>Status</th>
|
||||||
|
<td mat-cell *matCellDef="let p">
|
||||||
|
<span class="pm-pill" [class.pm-pill--off]="p.status === 'CLOSED'">
|
||||||
|
{{ p.status === 'CLOSED' ? 'Closed' : 'Active' }}
|
||||||
|
</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="nominees">
|
||||||
|
<th mat-header-cell *matHeaderCellDef>Nominees</th>
|
||||||
|
<td mat-cell *matCellDef="let p">
|
||||||
|
@if (nomineeCount(p) > 0) {
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="pl-nominee-btn"
|
||||||
|
(click)="showNominees(p)"
|
||||||
|
matTooltip="See who this account is nominated to"
|
||||||
|
>
|
||||||
|
{{ nomineeCount(p) }} nominated
|
||||||
|
</button>
|
||||||
|
} @else {
|
||||||
|
<span class="pl-muted">None</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="actions">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="num">Actions</th>
|
||||||
|
<td mat-cell *matCellDef="let p" class="num">
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="pl-action-btn pl-action-btn--edit"
|
||||||
|
[routerLink]="[p.id, 'edit']"
|
||||||
|
[matTooltip]="p.status === 'CLOSED' ? 'View this closed party' : 'Edit this party'"
|
||||||
|
>
|
||||||
|
<fa-icon [icon]="p.status === 'CLOSED' ? 'eye' : 'edit'"></fa-icon>
|
||||||
|
<span>{{ p.status === 'CLOSED' ? 'View' : 'Edit' }}</span>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
|
||||||
|
<tr
|
||||||
|
mat-row
|
||||||
|
*matRowDef="let row; columns: displayedColumns"
|
||||||
|
class="pl-row"
|
||||||
|
[class.pm-row--closed]="row.status === 'CLOSED'"
|
||||||
|
></tr>
|
||||||
|
</table>
|
||||||
|
|
||||||
|
@if (filteredCount === 0 && totalCount > 0) {
|
||||||
|
<div class="pl-no-match">
|
||||||
|
<fa-icon icon="search"></fa-icon>
|
||||||
|
<span>No parties match your filter.</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<mat-paginator [pageSizeOptions]="[10, 25, 50, 100]" [pageSize]="10" showFirstLastButtons></mat-paginator>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,133 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
@use 'assets/styles/product-list' as pl;
|
||||||
|
|
||||||
|
@include pl.product-list-styles;
|
||||||
|
|
||||||
|
/* Party-specific amber accent */
|
||||||
|
:host {
|
||||||
|
--pl-accent: #b45309;
|
||||||
|
--pl-accent-l: #fef3c7;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* A closed party stays listed - its collections and interest are still on the books. */
|
||||||
|
.pm-row--closed td:not(.num) {
|
||||||
|
opacity: 0.55;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-pill {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 3px 11px;
|
||||||
|
border-radius: 11px;
|
||||||
|
font-size: 0.72rem;
|
||||||
|
font-weight: 500;
|
||||||
|
line-height: 1.7;
|
||||||
|
background: #dcfce7;
|
||||||
|
color: #15803d;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pm-pill--off {
|
||||||
|
background: rgb(0 0 0 / 7%);
|
||||||
|
color: rgb(0 0 0 / 52%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* The customer's real deposit account number, in the list. */
|
||||||
|
.pm-list-account {
|
||||||
|
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||||
|
font-size: 0.8rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
A party with no account behind it. Called out rather than left blank: the balance beside it is
|
||||||
|
money the bank's own books have no record of, which is the thing worth noticing here.
|
||||||
|
*/
|
||||||
|
.pm-list-no-account {
|
||||||
|
font-size: 0.75rem;
|
||||||
|
font-style: italic;
|
||||||
|
color: #9b2c2c;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
Matured accounts still open. Deliberately loud: it is money the bank owes a customer who has not
|
||||||
|
been told, and every day it sits there is a day the bank is holding somebody else's money. Styled
|
||||||
|
as a link to the work rather than a notice about it - reading it should be the same click as
|
||||||
|
starting on it.
|
||||||
|
*/
|
||||||
|
.pm-due-banner {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 12px;
|
||||||
|
margin: 0 0 14px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
background: rgb(180 83 9 / 8%);
|
||||||
|
border: 1px solid rgb(180 83 9 / 28%);
|
||||||
|
border-radius: 8px;
|
||||||
|
color: #92400e;
|
||||||
|
text-decoration: none;
|
||||||
|
transition: background 0.15s ease;
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: rgb(180 83 9 / 13%);
|
||||||
|
}
|
||||||
|
|
||||||
|
&__ic {
|
||||||
|
font-size: 1.05rem;
|
||||||
|
flex: 0 0 auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__text {
|
||||||
|
flex: 1 1 auto;
|
||||||
|
font-size: 0.88rem;
|
||||||
|
line-height: 1.45;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__cta {
|
||||||
|
flex: 0 0 auto;
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
font-size: 0.82rem;
|
||||||
|
font-weight: 600;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 700px) {
|
||||||
|
.pm-due-banner {
|
||||||
|
flex-wrap: wrap;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* The nominee count, which opens the list of names rather than the account itself.
|
||||||
|
*
|
||||||
|
* Styled as text that can be clicked rather than as a second action button: the row already has one
|
||||||
|
* action, and a pair of equal-looking buttons would put "look at this" beside "change this" as
|
||||||
|
* though the two were the same kind of thing.
|
||||||
|
*/
|
||||||
|
.pl-nominee-btn {
|
||||||
|
border: 0;
|
||||||
|
background: none;
|
||||||
|
padding: 0;
|
||||||
|
font: inherit;
|
||||||
|
color: var(--pl-accent);
|
||||||
|
font-weight: 500;
|
||||||
|
cursor: pointer;
|
||||||
|
text-decoration: underline;
|
||||||
|
text-underline-offset: 3px;
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
text-decoration-thickness: 2px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pl-muted {
|
||||||
|
color: rgb(0 0 0 / 40%);
|
||||||
|
}
|
||||||
@@ -0,0 +1,198 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, OnInit, ViewChild, inject } from '@angular/core';
|
||||||
|
import { MatPaginator } from '@angular/material/paginator';
|
||||||
|
import { MatSort, MatSortHeader } from '@angular/material/sort';
|
||||||
|
import {
|
||||||
|
MatTable,
|
||||||
|
MatTableDataSource,
|
||||||
|
MatColumnDef,
|
||||||
|
MatHeaderCellDef,
|
||||||
|
MatHeaderCell,
|
||||||
|
MatCellDef,
|
||||||
|
MatCell,
|
||||||
|
MatHeaderRowDef,
|
||||||
|
MatHeaderRow,
|
||||||
|
MatRowDef,
|
||||||
|
MatRow
|
||||||
|
} from '@angular/material/table';
|
||||||
|
import { MatTooltip } from '@angular/material/tooltip';
|
||||||
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
import { MatDialog } from '@angular/material/dialog';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
|
||||||
|
/** Custom Components */
|
||||||
|
import { NomineeListDialogComponent } from './nominee-list-dialog/nominee-list-dialog.component';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Party Master list.
|
||||||
|
*
|
||||||
|
* The DDS accounts on file - each one a customer's daily deposit account, opened under a scheme
|
||||||
|
* (Sub Type) and assigned to the agent who collects for it. Follows the same list -> create/edit
|
||||||
|
* shape as Agent Master and the product lists, and shares their stylesheet.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-party-master',
|
||||||
|
templateUrl: './party-master.component.html',
|
||||||
|
styleUrls: ['./party-master.component.scss'],
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
FaIconComponent,
|
||||||
|
MatTable,
|
||||||
|
MatSort,
|
||||||
|
MatColumnDef,
|
||||||
|
MatHeaderCellDef,
|
||||||
|
MatHeaderCell,
|
||||||
|
MatSortHeader,
|
||||||
|
MatCellDef,
|
||||||
|
MatCell,
|
||||||
|
MatHeaderRowDef,
|
||||||
|
MatHeaderRow,
|
||||||
|
MatRowDef,
|
||||||
|
MatRow,
|
||||||
|
MatPaginator,
|
||||||
|
MatTooltip
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class PartyMasterComponent implements OnInit {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private dialog = inject(MatDialog);
|
||||||
|
|
||||||
|
displayedColumns: string[] = [
|
||||||
|
'partyCode',
|
||||||
|
'partyName',
|
||||||
|
'subType',
|
||||||
|
'agentName',
|
||||||
|
'savingsAccountNo',
|
||||||
|
'dailyDepositAmount',
|
||||||
|
'currentBalance',
|
||||||
|
'nominees',
|
||||||
|
'status',
|
||||||
|
'actions'
|
||||||
|
];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Who a party is nominated to, without opening it for editing.
|
||||||
|
*
|
||||||
|
* Asked often enough to belong on the list, and answered from what the list already holds - the
|
||||||
|
* parties come back with their nominees on them, so this opens rather than fetches.
|
||||||
|
*/
|
||||||
|
showNominees(party: any): void {
|
||||||
|
this.dialog.open(NomineeListDialogComponent, {
|
||||||
|
data: {
|
||||||
|
partyCode: party.partyCode,
|
||||||
|
partyName: party.partyName,
|
||||||
|
splitMode: party.nomineeSplitMode,
|
||||||
|
nominees: party.nominees || []
|
||||||
|
},
|
||||||
|
autoFocus: false
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** How many people are named on an account, which is what the list column shows. */
|
||||||
|
nomineeCount(party: any): number {
|
||||||
|
return (party?.nominees || []).length;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Matured accounts still open, and what they add up to. Shown here because this is the screen an
|
||||||
|
* officer already opens - money the bank owes a customer should not wait on somebody thinking to
|
||||||
|
* run a report.
|
||||||
|
*/
|
||||||
|
dueForClosureCount = 0;
|
||||||
|
dueForClosurePayable = 0;
|
||||||
|
|
||||||
|
dataSource: MatTableDataSource<any> = new MatTableDataSource<any>([]);
|
||||||
|
parties: any[] = [];
|
||||||
|
filteredCount = 0;
|
||||||
|
|
||||||
|
paginator: MatPaginator;
|
||||||
|
sort: MatSort;
|
||||||
|
|
||||||
|
// The table sits inside an @if, so these only exist once the list has loaded. Read statically they
|
||||||
|
// were never there, the table was never paged, and the paginator read "0 of 0" over a full list.
|
||||||
|
@ViewChild(MatPaginator) set matPaginator(paginator: MatPaginator) {
|
||||||
|
this.paginator = paginator;
|
||||||
|
if (paginator) {
|
||||||
|
this.dataSource.paginator = paginator;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@ViewChild(MatSort) set matSort(sort: MatSort) {
|
||||||
|
this.sort = sort;
|
||||||
|
if (sort) {
|
||||||
|
this.dataSource.sort = sort;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalCount(): number {
|
||||||
|
return this.parties.length;
|
||||||
|
}
|
||||||
|
|
||||||
|
get activeCount(): number {
|
||||||
|
return this.parties.filter((party) => party.status !== 'CLOSED').length;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** What the whole book is worth today - every open account's running balance added up. */
|
||||||
|
get totalCurrentBalance(): number {
|
||||||
|
return this.parties.reduce((sum, party) => sum + Number(party.currentBalance || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** What the agents should be collecting between them on a full collection day. */
|
||||||
|
get totalDailyDue(): number {
|
||||||
|
return this.parties
|
||||||
|
.filter((party) => party.status !== 'CLOSED')
|
||||||
|
.reduce((sum, party) => sum + Number(party.dailyDepositAmount || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.organizationService.getParties().subscribe((parties: any[]) => {
|
||||||
|
this.parties = parties || [];
|
||||||
|
this.dataSource = new MatTableDataSource(this.parties);
|
||||||
|
this.dataSource.paginator = this.paginator;
|
||||||
|
this.dataSource.sort = this.sort;
|
||||||
|
this.filteredCount = this.parties.length;
|
||||||
|
this.dataSource.connect().subscribe((rows) => (this.filteredCount = rows.length));
|
||||||
|
});
|
||||||
|
|
||||||
|
this.loadDueForClosure();
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Matured accounts still open. A separate call rather than filtered out of the list above, because
|
||||||
|
* the server decides what counts as matured - comparing dates here would drift from it the first
|
||||||
|
* time either changed.
|
||||||
|
*/
|
||||||
|
private loadDueForClosure(): void {
|
||||||
|
this.organizationService.getPartiesDueForClosure().subscribe({
|
||||||
|
next: (due: any) => {
|
||||||
|
const rows = Array.isArray(due) ? due : due?.pageItems || [];
|
||||||
|
this.dueForClosureCount = rows.length;
|
||||||
|
this.dueForClosurePayable = rows.reduce(
|
||||||
|
(sum: number, party: any) => sum + Number(party.currentBalance || 0),
|
||||||
|
0
|
||||||
|
);
|
||||||
|
},
|
||||||
|
// The party list is the point of this screen; a failed banner must not take it down with it.
|
||||||
|
error: () => {
|
||||||
|
this.dueForClosureCount = 0;
|
||||||
|
this.dueForClosurePayable = 0;
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
applyFilter(filterValue: string): void {
|
||||||
|
this.dataSource.filter = filterValue.trim().toLowerCase();
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,164 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<h2 mat-dialog-title>Pay out {{ data.partyCode }}</h2>
|
||||||
|
|
||||||
|
<mat-dialog-content>
|
||||||
|
<!-- What is being paid and to whom, stated once at the top so the officer confirms against the
|
||||||
|
customer in front of them rather than against a row they clicked a moment ago. -->
|
||||||
|
<div class="po-summary">
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label">Customer</span>
|
||||||
|
<span class="po-summary__value">{{ data.partyName }}</span>
|
||||||
|
</div>
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label">Matured on</span>
|
||||||
|
<span class="po-summary__value">{{ data.maturityDate | dateFormat }}</span>
|
||||||
|
</div>
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label">Opened on</span>
|
||||||
|
<span class="po-summary__value">{{ data.openingDate | dateFormat }}</span>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (breakdown) {
|
||||||
|
<div class="po-breakdown">
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label">Deposits collected</span>
|
||||||
|
<span class="po-summary__value">{{ breakdown.deposits | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
@if (breakdown.transfersIn > 0) {
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label">Transferred in</span>
|
||||||
|
<span class="po-summary__value">+ {{ breakdown.transfersIn | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (breakdown.transfersOut > 0) {
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label">Transferred out</span>
|
||||||
|
<span class="po-summary__value">− {{ breakdown.transfersOut | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (breakdown.other !== 0) {
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label">Other (opening balance / adjustments)</span>
|
||||||
|
<span class="po-summary__value">{{ breakdown.other | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label">
|
||||||
|
Interest @ {{ data.interestRate | number: '1.2-2' }}%
|
||||||
|
<span class="po-summary__note"
|
||||||
|
>{{ data.openingDate | dateFormat }} to {{ data.interestDate | dateFormat }}</span
|
||||||
|
>
|
||||||
|
</span>
|
||||||
|
<span class="po-summary__value">+ {{ breakdown.interest | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
@if (breakdown.interestToPost > 0) {
|
||||||
|
<div class="po-summary__row">
|
||||||
|
<span class="po-summary__label"> Interest calculated, posted with this payout </span>
|
||||||
|
<span class="po-summary__value">+ {{ breakdown.interestToPost | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="po-summary__row po-summary__row--amount">
|
||||||
|
<span class="po-summary__label">Total payable</span>
|
||||||
|
<span class="po-summary__value">{{ (breakdown ? breakdown.total : data.currentBalance) | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
@if (interestStillToCome) {
|
||||||
|
<p class="po-summary__note">
|
||||||
|
Interest from {{ data.interestDate | dateFormat }} to {{ data.maturityDate | dateFormat }} is not worked out yet
|
||||||
|
- it is added when this is paid out, so the amount paid will be a little more.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
<p class="po-summary__note">
|
||||||
|
Paying out closes {{ data.partyCode }} - the balance is nil afterwards and it takes nothing more.
|
||||||
|
</p>
|
||||||
|
|
||||||
|
@if (loading) {
|
||||||
|
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
|
||||||
|
} @else {
|
||||||
|
<p class="po-question">Where should this go?</p>
|
||||||
|
|
||||||
|
<mat-radio-group [(ngModel)]="destination" class="po-choices">
|
||||||
|
<mat-radio-button value="own" [disabled]="ownAccounts.length === 0" class="po-choice">
|
||||||
|
<span class="po-choice__title">Into another account of theirs here</span>
|
||||||
|
@if (ownAccounts.length === 0) {
|
||||||
|
<span class="po-choice__note">{{ data.partyName }} has no other savings account at this bank</span>
|
||||||
|
} @else {
|
||||||
|
<span class="po-choice__note">Moved across today</span>
|
||||||
|
}
|
||||||
|
</mat-radio-button>
|
||||||
|
|
||||||
|
@if (destination === 'own' && ownAccounts.length > 0) {
|
||||||
|
<mat-form-field appearance="outline" class="po-account">
|
||||||
|
<mat-label>Account</mat-label>
|
||||||
|
<mat-select [(ngModel)]="selectedAccountNo" panelWidth="min(28rem, 90vw)">
|
||||||
|
@for (account of ownAccounts; track account.id) {
|
||||||
|
<mat-option [value]="account.accountNo"> {{ account.accountNo }} · {{ account.productName }} </mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
|
||||||
|
<mat-radio-button value="other" class="po-choice">
|
||||||
|
<span class="po-choice__title">Park in Sundry</span>
|
||||||
|
<span class="po-choice__note"
|
||||||
|
>When the customer has no account here - held in the bank's Sundry account in their name</span
|
||||||
|
>
|
||||||
|
</mat-radio-button>
|
||||||
|
</mat-radio-group>
|
||||||
|
|
||||||
|
@if (destination === 'other') {
|
||||||
|
<mat-form-field appearance="outline" class="po-account">
|
||||||
|
<mat-label>Park in GL account</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
[ngModel]="sundrySearch"
|
||||||
|
(ngModelChange)="onSundryTyped($event)"
|
||||||
|
[matAutocomplete]="sundryAuto"
|
||||||
|
placeholder="Type GL code or name…"
|
||||||
|
autocomplete="off"
|
||||||
|
/>
|
||||||
|
<mat-autocomplete
|
||||||
|
#sundryAuto="matAutocomplete"
|
||||||
|
panelWidth="min(28rem, 90vw)"
|
||||||
|
[displayWith]="sundryDisplay"
|
||||||
|
(optionSelected)="pickSundry($event.option.value)"
|
||||||
|
>
|
||||||
|
@for (account of sundryOptions; track account.id) {
|
||||||
|
<mat-option [value]="account">{{ account.glCode }} · {{ account.name }}</mat-option>
|
||||||
|
}
|
||||||
|
@if (sundryOptions.length === 0) {
|
||||||
|
<mat-option disabled>No liability GL matches</mat-option>
|
||||||
|
}
|
||||||
|
</mat-autocomplete>
|
||||||
|
@if (!sundryGlAccountId) {
|
||||||
|
<mat-hint class="po-hint-warn">Search and pick your bank's Sundry GL account</mat-hint>
|
||||||
|
} @else {
|
||||||
|
<mat-hint>The balance is held here in the customer's name until it is paid to them</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (destination === 'other') {
|
||||||
|
<!-- Said plainly, because the officer will be asked by the customer when the money arrives. -->
|
||||||
|
<div class="po-callout">
|
||||||
|
The money comes off {{ data.partyCode }} today and is held in the Sundry account chosen above against
|
||||||
|
{{ data.partyName }} until it is paid to them - so it is accounted for the whole time and nothing is lost.
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</mat-dialog-content>
|
||||||
|
|
||||||
|
<mat-dialog-actions align="end">
|
||||||
|
<button mat-stroked-button mat-dialog-close>Cancel</button>
|
||||||
|
<button mat-raised-button color="primary" [disabled]="!canPayOut" (click)="payOut()">Pay out & Close</button>
|
||||||
|
</mat-dialog-actions>
|
||||||
@@ -0,0 +1,112 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/* What is being paid and to whom. Read against the customer standing there, so it comes first. */
|
||||||
|
.po-summary {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 6px;
|
||||||
|
padding: 12px 14px;
|
||||||
|
margin-bottom: 18px;
|
||||||
|
background: rgb(0 0 0 / 3%);
|
||||||
|
border-radius: 6px;
|
||||||
|
|
||||||
|
&__row {
|
||||||
|
display: flex;
|
||||||
|
justify-content: space-between;
|
||||||
|
gap: 16px;
|
||||||
|
font-size: 0.85rem;
|
||||||
|
|
||||||
|
/* The figure the officer is about to hand over - given the weight that deserves. */
|
||||||
|
&--amount {
|
||||||
|
padding-top: 6px;
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
font-size: 1rem;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
&__label {
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
&__value {
|
||||||
|
font-weight: 500;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__note {
|
||||||
|
display: block;
|
||||||
|
margin: 0;
|
||||||
|
font-size: 0.75rem;
|
||||||
|
color: rgb(0 0 0 / 45%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* How the amount payable is made up - one line per source, adding up to the total below. */
|
||||||
|
.po-breakdown {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 6px;
|
||||||
|
padding-top: 6px;
|
||||||
|
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.po-question {
|
||||||
|
margin: 0 0 10px;
|
||||||
|
font-size: 0.9rem;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
.po-choices {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 4px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Each choice carries its own consequence underneath it. Two radio labels alone would not tell an
|
||||||
|
* officer that one keeps the money inside the bank and the other starts it on its way out.
|
||||||
|
*/
|
||||||
|
.po-choice {
|
||||||
|
display: block;
|
||||||
|
padding: 4px 0;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
display: block;
|
||||||
|
font-size: 0.88rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__note {
|
||||||
|
display: block;
|
||||||
|
font-size: 0.75rem;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
line-height: 1.4;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.po-account {
|
||||||
|
width: 100%;
|
||||||
|
margin: 8px 0 4px 32px;
|
||||||
|
max-width: calc(100% - 32px);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* What will actually happen, in the words the customer will ask about. */
|
||||||
|
.po-callout {
|
||||||
|
margin-top: 12px;
|
||||||
|
padding: 10px 12px;
|
||||||
|
background: rgb(180 83 9 / 8%);
|
||||||
|
border: 1px solid rgb(180 83 9 / 22%);
|
||||||
|
border-radius: 6px;
|
||||||
|
color: #92400e;
|
||||||
|
font-size: 0.78rem;
|
||||||
|
line-height: 1.5;
|
||||||
|
}
|
||||||
|
|
||||||
|
.po-hint-warn {
|
||||||
|
color: #c62828;
|
||||||
|
}
|
||||||
@@ -0,0 +1,230 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { FormsModule } from '@angular/forms';
|
||||||
|
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||||
|
import { MatButtonModule } from '@angular/material/button';
|
||||||
|
import { MatRadioModule } from '@angular/material/radio';
|
||||||
|
import { MatSelectModule } from '@angular/material/select';
|
||||||
|
import { MatAutocompleteModule } from '@angular/material/autocomplete';
|
||||||
|
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||||
|
import { MatInputModule } from '@angular/material/input';
|
||||||
|
import { MatProgressBarModule } from '@angular/material/progress-bar';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
|
||||||
|
/** Custom Pipes */
|
||||||
|
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Where a matured DDS account's money should go.
|
||||||
|
*
|
||||||
|
* Two destinations, and the difference is whether the money leaves the bank. Another account of the
|
||||||
|
* customer's here is a move across the books. Anywhere else means a transfer out, which clears later
|
||||||
|
* or fails - so the money is parked in the matured-deposits payable account first and the branch
|
||||||
|
* sends it on from there, rather than being launched into a gap where it has left one account and
|
||||||
|
* arrived at none.
|
||||||
|
*
|
||||||
|
* The amount is not asked for. It is whatever the account holds, worked out by the server: a figure
|
||||||
|
* typed here could pay out more than the customer has, or quietly leave some behind.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-payout-dialog',
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
FormsModule,
|
||||||
|
MatDialogModule,
|
||||||
|
MatButtonModule,
|
||||||
|
MatRadioModule,
|
||||||
|
MatSelectModule,
|
||||||
|
MatAutocompleteModule,
|
||||||
|
MatFormFieldModule,
|
||||||
|
MatInputModule,
|
||||||
|
MatProgressBarModule,
|
||||||
|
DateFormatPipe
|
||||||
|
],
|
||||||
|
templateUrl: './payout-dialog.component.html',
|
||||||
|
styleUrls: ['./payout-dialog.component.scss']
|
||||||
|
})
|
||||||
|
export class PayoutDialogComponent implements OnInit {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private dialogRef = inject(MatDialogRef<PayoutDialogComponent>);
|
||||||
|
data = inject<any>(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
|
/** 'own' moves it to another account here; 'other' parks it for a transfer to another bank. */
|
||||||
|
destination: 'own' | 'other' = 'own';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The customer's accounts this maturity can be paid into.
|
||||||
|
*
|
||||||
|
* Worked out by the server, which applies the same conditions the payout enforces: an active
|
||||||
|
* savings account of theirs, not a fixed or recurring deposit, and not one of their DDS scheme
|
||||||
|
* accounts. Filtering here instead let the two drift - the list once offered a scheme account
|
||||||
|
* belonging to a party that had already closed, which would have stranded the money.
|
||||||
|
*/
|
||||||
|
ownAccounts: any[] = [];
|
||||||
|
selectedAccountNo = '';
|
||||||
|
|
||||||
|
/** Where the balance is parked when the customer has no account here. */
|
||||||
|
sundryAccounts: any[] = [];
|
||||||
|
sundryGlAccountId: number | null = null;
|
||||||
|
/** What is typed in the GL box - a code or part of a name. */
|
||||||
|
sundrySearch = '';
|
||||||
|
|
||||||
|
/** The accounts matching what is typed, by GL code or name, in any case. */
|
||||||
|
get sundryOptions(): any[] {
|
||||||
|
const typed = this.sundrySearch.trim().toLowerCase();
|
||||||
|
if (!typed || typed === this.sundryLabel(this.chosenSundry).toLowerCase()) {
|
||||||
|
return this.sundryAccounts;
|
||||||
|
}
|
||||||
|
return this.sundryAccounts.filter(
|
||||||
|
(account: any) =>
|
||||||
|
String(account.glCode).toLowerCase().includes(typed) ||
|
||||||
|
String(account.name || '')
|
||||||
|
.toLowerCase()
|
||||||
|
.includes(typed)
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
get chosenSundry(): any {
|
||||||
|
return this.sundryAccounts.find((account: any) => account.id === this.sundryGlAccountId);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Shows a picked account in the box as its code and name. */
|
||||||
|
readonly sundryDisplay = (value: any): string =>
|
||||||
|
value && typeof value === 'object' ? this.sundryLabel(value) : value || '';
|
||||||
|
|
||||||
|
sundryLabel(account: any): string {
|
||||||
|
return account ? `${account.glCode} · ${account.name}` : '';
|
||||||
|
}
|
||||||
|
|
||||||
|
pickSundry(account: any): void {
|
||||||
|
this.sundryGlAccountId = account ? account.id : null;
|
||||||
|
this.sundrySearch = this.sundryLabel(account);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Typing again clears the choice until an account is picked, so a half-typed code is never sent. */
|
||||||
|
onSundryTyped(value: any): void {
|
||||||
|
// Picking from the list hands over the account itself rather than text.
|
||||||
|
if (value && typeof value === 'object') {
|
||||||
|
this.pickSundry(value);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
value = String(value ?? '');
|
||||||
|
this.sundrySearch = value;
|
||||||
|
if (value !== this.sundryLabel(this.chosenSundry)) {
|
||||||
|
const exact = this.sundryAccounts.find(
|
||||||
|
(account: any) => String(account.glCode).toLowerCase() === value.trim().toLowerCase()
|
||||||
|
);
|
||||||
|
this.sundryGlAccountId = exact ? exact.id : null;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
loading = true;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* How the amount payable was made up - what was deposited, what came in or went out by transfer,
|
||||||
|
* and the interest - read from the account's own transactions so the officer can explain the
|
||||||
|
* figure to the customer line by line. Null until the transactions have arrived.
|
||||||
|
*/
|
||||||
|
breakdown: {
|
||||||
|
deposits: number;
|
||||||
|
transfersIn: number;
|
||||||
|
transfersOut: number;
|
||||||
|
interest: number;
|
||||||
|
other: number;
|
||||||
|
interestToPost: number;
|
||||||
|
total: number;
|
||||||
|
} | null = null;
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
// The accounts the balance can be parked in. None is chosen: each bank has its own Sundry account,
|
||||||
|
// and the clerk searches for it and picks it.
|
||||||
|
this.organizationService.getDdsSundryAccounts().subscribe({
|
||||||
|
next: (accounts: any) => (this.sundryAccounts = accounts || []),
|
||||||
|
error: () => (this.sundryAccounts = [])
|
||||||
|
});
|
||||||
|
this.organizationService.getPartyTransactionsOfParty(this.data.id).subscribe({
|
||||||
|
next: (transactions: any) => (this.breakdown = this.breakdownOf(Array.isArray(transactions) ? transactions : [])),
|
||||||
|
error: () => (this.breakdown = null)
|
||||||
|
});
|
||||||
|
|
||||||
|
this.organizationService.getCreditableAccounts(this.data.clientId).subscribe({
|
||||||
|
next: (accounts: any) => {
|
||||||
|
this.ownAccounts = accounts || [];
|
||||||
|
|
||||||
|
// Nothing here to pay into, so the only real choice is a transfer out - offered as the
|
||||||
|
// default rather than leaving the officer on an option that cannot be completed.
|
||||||
|
if (this.ownAccounts.length === 0) {
|
||||||
|
this.destination = 'other';
|
||||||
|
} else if (this.ownAccounts.length === 1) {
|
||||||
|
this.selectedAccountNo = this.ownAccounts[0].accountNo;
|
||||||
|
}
|
||||||
|
this.loading = false;
|
||||||
|
},
|
||||||
|
error: () => {
|
||||||
|
this.ownAccounts = [];
|
||||||
|
this.destination = 'other';
|
||||||
|
this.loading = false;
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Interest is still to be worked out for part of the term, and the payout will add it. */
|
||||||
|
get interestStillToCome(): boolean {
|
||||||
|
return (
|
||||||
|
!!this.data.interestDate &&
|
||||||
|
!!this.data.maturityDate &&
|
||||||
|
String(this.data.interestDate) < String(this.data.maturityDate)
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
private breakdownOf(transactions: any[]) {
|
||||||
|
const sum = (test: (txn: any) => boolean) =>
|
||||||
|
transactions.filter(test).reduce((total: number, txn: any) => total + Number(txn.amount || 0), 0);
|
||||||
|
const signed = (type: string) =>
|
||||||
|
sum((txn) => txn.transactionType === type && txn.direction === 'CREDIT') -
|
||||||
|
sum((txn) => txn.transactionType === type && txn.direction === 'DEBIT');
|
||||||
|
const isTransfer = (txn: any) => txn.transactionType === 'WITHDRAW_DEPOSITE' || txn.transactionType === 'TRANSFER';
|
||||||
|
|
||||||
|
const deposits = signed('PARTY_TRAN');
|
||||||
|
const transfersIn = sum((txn) => isTransfer(txn) && txn.direction === 'CREDIT');
|
||||||
|
const transfersOut = sum((txn) => isTransfer(txn) && txn.direction === 'DEBIT');
|
||||||
|
const interest =
|
||||||
|
signed('INTEREST_POST') +
|
||||||
|
signed('OD_INTEREST_POST') +
|
||||||
|
signed('PREMATURE_AGENT_TOP_UP') +
|
||||||
|
signed('PREMATURE_INT_RECOVERY');
|
||||||
|
const balance = Number(this.data.currentBalance || 0);
|
||||||
|
// Anything the four lines above do not cover - an opening balance brought over, say - so the lines
|
||||||
|
// still add up to the balance rather than leaving the officer a gap to explain.
|
||||||
|
const other = Math.round((balance - (deposits + transfersIn - transfersOut + interest)) * 100) / 100;
|
||||||
|
// Interest already worked out but not yet credited is posted by the payout itself, first.
|
||||||
|
const interestToPost = Number(this.data.interestCalc || 0);
|
||||||
|
return { deposits, transfersIn, transfersOut, interest, other, interestToPost, total: balance + interestToPost };
|
||||||
|
}
|
||||||
|
|
||||||
|
get canPayOut(): boolean {
|
||||||
|
if (this.loading) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
return this.destination === 'other' ? !!this.sundryGlAccountId : !!this.selectedAccountNo;
|
||||||
|
}
|
||||||
|
|
||||||
|
payOut(): void {
|
||||||
|
this.dialogRef.close(
|
||||||
|
this.destination === 'own'
|
||||||
|
? { toSavingsAccountNo: this.selectedAccountNo }
|
||||||
|
: { sundryGlAccountId: this.sundryGlAccountId }
|
||||||
|
);
|
||||||
|
}
|
||||||
|
}
|
||||||
+175
@@ -0,0 +1,175 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<h2 mat-dialog-title>Close {{ data.partyCode }} early</h2>
|
||||||
|
|
||||||
|
<mat-dialog-content>
|
||||||
|
@if (loading) {
|
||||||
|
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!--
|
||||||
|
The account as it stands, so the clerk is choosing against real figures rather than from memory.
|
||||||
|
The term still to run is the whole reason there is a charge at all.
|
||||||
|
-->
|
||||||
|
<div class="pcd-summary">
|
||||||
|
<div class="pcd-row">
|
||||||
|
<span>Customer</span>
|
||||||
|
<strong>{{ data.partyName }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="pcd-row">
|
||||||
|
<span>Balance</span>
|
||||||
|
<strong class="pcd-amount">{{ data.currentBalance | number: '1.2-2' }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="pcd-row">
|
||||||
|
<span>Matures on</span>
|
||||||
|
<strong>{{ data.maturityDate | dateFormat }}</strong>
|
||||||
|
</div>
|
||||||
|
<div class="pcd-row">
|
||||||
|
<span>Scheme rate</span>
|
||||||
|
<strong>{{ data.interestRate | number: '1.0-2' }}%</strong>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<h4 class="pcd-question">Who bears the cost of closing early?</h4>
|
||||||
|
|
||||||
|
<mat-radio-group class="pcd-choices" [(ngModel)]="borneBy">
|
||||||
|
<label class="pcd-choice" [class.pcd-choice--on]="borneBy === 'CUSTOMER'">
|
||||||
|
<mat-radio-button value="CUSTOMER"></mat-radio-button>
|
||||||
|
<div class="pcd-choice-body">
|
||||||
|
<div class="pcd-choice-title">Customer</div>
|
||||||
|
@if (scheme) {
|
||||||
|
<div class="pcd-choice-detail">
|
||||||
|
Interest recalculated at
|
||||||
|
<strong>{{ reducedRate | number: '1.0-2' }}%</strong>
|
||||||
|
instead of {{ data.interestRate | number: '1.0-2' }}% for the whole period, and the difference taken back
|
||||||
|
before the balance is paid out.
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="pcd-choice-detail">Their interest is recalculated at the scheme's reduced rate.</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</label>
|
||||||
|
|
||||||
|
<label class="pcd-choice" [class.pcd-choice--on]="borneBy === 'AGENT'">
|
||||||
|
<mat-radio-button value="AGENT"></mat-radio-button>
|
||||||
|
<div class="pcd-choice-body">
|
||||||
|
<div class="pcd-choice-title">Agent — {{ data.agentCode }}</div>
|
||||||
|
<div class="pcd-choice-detail">
|
||||||
|
The customer keeps a full month's interest, and the agent funds the days left in this month. The balance is
|
||||||
|
paid out in full.
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</label>
|
||||||
|
</mat-radio-group>
|
||||||
|
|
||||||
|
<!--
|
||||||
|
Stated rather than offered as a third option: the agent is charged whichever answer is picked, and
|
||||||
|
a clerk who did not know that would be surprised by it afterwards.
|
||||||
|
-->
|
||||||
|
@if (scheme && scheme.prematureAgentCommissionPenalty > 0) {
|
||||||
|
<p class="pcd-note">
|
||||||
|
Either way, {{ data.agentCode }} is charged
|
||||||
|
<strong>{{ scheme.prematureAgentCommissionPenalty | number: '1.0-2' }}%</strong>
|
||||||
|
of the commission owed to them — the round was not kept going.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
|
||||||
|
<h4 class="pcd-question">Where should the balance go?</h4>
|
||||||
|
|
||||||
|
<mat-radio-group class="pcd-destinations" [(ngModel)]="destination">
|
||||||
|
<mat-radio-button value="own" [disabled]="ownAccounts.length === 0">
|
||||||
|
Into another account of theirs at this bank
|
||||||
|
</mat-radio-button>
|
||||||
|
<mat-radio-button value="other">Park in Sundry (no account here)</mat-radio-button>
|
||||||
|
</mat-radio-group>
|
||||||
|
|
||||||
|
@if (destination === 'own' && ownAccounts.length > 0) {
|
||||||
|
<mat-form-field appearance="outline" class="pcd-field">
|
||||||
|
<mat-label>Credit to account</mat-label>
|
||||||
|
<mat-select [(ngModel)]="selectedAccountNo">
|
||||||
|
@for (account of ownAccounts; track account.accountNo) {
|
||||||
|
<mat-option [value]="account.accountNo"> {{ account.accountNo }} — {{ account.productName }} </mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (destination === 'other') {
|
||||||
|
<mat-form-field appearance="outline" class="pcd-field">
|
||||||
|
<mat-label>Park in GL account</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
[ngModel]="sundrySearch"
|
||||||
|
(ngModelChange)="onSundryTyped($event)"
|
||||||
|
[matAutocomplete]="sundryAuto"
|
||||||
|
placeholder="Type GL code or name…"
|
||||||
|
autocomplete="off"
|
||||||
|
/>
|
||||||
|
<mat-autocomplete
|
||||||
|
#sundryAuto="matAutocomplete"
|
||||||
|
panelWidth="min(28rem, 90vw)"
|
||||||
|
[displayWith]="sundryDisplay"
|
||||||
|
(optionSelected)="pickSundry($event.option.value)"
|
||||||
|
>
|
||||||
|
@for (account of sundryOptions; track account.id) {
|
||||||
|
<mat-option [value]="account">{{ account.glCode }} · {{ account.name }}</mat-option>
|
||||||
|
}
|
||||||
|
@if (sundryOptions.length === 0) {
|
||||||
|
<mat-option disabled>No liability GL matches</mat-option>
|
||||||
|
}
|
||||||
|
</mat-autocomplete>
|
||||||
|
@if (!sundryGlAccountId) {
|
||||||
|
<mat-hint class="po-hint-warn">Search and pick your bank's Sundry GL account</mat-hint>
|
||||||
|
} @else {
|
||||||
|
<mat-hint>The balance is held here in the customer's name until it is paid to them</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (ownAccounts.length === 0 && !loading) {
|
||||||
|
<p class="pcd-note">
|
||||||
|
This customer has no other account here, so the balance is parked in the Sundry account chosen above, in their
|
||||||
|
name until it is paid to them.
|
||||||
|
</p>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!--
|
||||||
|
Inside the lock-in the scheme does not allow closing early, so this is asked for rather than done:
|
||||||
|
the reason goes to a manager, who approves this one account. The scheme's lock-in stays as it is.
|
||||||
|
-->
|
||||||
|
@if (withinLockin) {
|
||||||
|
<div class="pcd-lockin">
|
||||||
|
<p class="pcd-lockin-title">Within lock-in until {{ closableFrom | dateFormat }}</p>
|
||||||
|
<p class="pcd-note">
|
||||||
|
{{ data.partyCode }} opened on {{ data.openingDate | dateFormat }} and the scheme locks it in for
|
||||||
|
{{ scheme?.prematureLockinMonths }} months. It can be closed early only if a manager approves it.
|
||||||
|
</p>
|
||||||
|
<mat-form-field appearance="outline" class="pcd-field">
|
||||||
|
<mat-label>Reason for closing within lock-in</mat-label>
|
||||||
|
<textarea matInput rows="2" maxlength="250" required [(ngModel)]="lockinReason"></textarea>
|
||||||
|
<mat-hint align="end">{{ lockinReason.length }}/250</mat-hint>
|
||||||
|
</mat-form-field>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<p class="pcd-warn">
|
||||||
|
@if (withinLockin) {
|
||||||
|
Once approved, this closes the account. It cannot be reopened.
|
||||||
|
} @else {
|
||||||
|
This closes the account. It cannot be reopened.
|
||||||
|
}
|
||||||
|
</p>
|
||||||
|
</mat-dialog-content>
|
||||||
|
|
||||||
|
<mat-dialog-actions align="end">
|
||||||
|
<button mat-button mat-dialog-close type="button">Cancel</button>
|
||||||
|
<button mat-raised-button color="warn" type="button" [disabled]="!canClose" (click)="close()">
|
||||||
|
{{ withinLockin ? 'Send for Approval' : 'Close Account' }}
|
||||||
|
</button>
|
||||||
|
</mat-dialog-actions>
|
||||||
+132
@@ -0,0 +1,132 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/* The account as it stands, so the choice below is made against figures rather than from memory. */
|
||||||
|
.pcd-summary {
|
||||||
|
margin: 4px 0 20px;
|
||||||
|
padding: 12px 14px;
|
||||||
|
border-radius: 6px;
|
||||||
|
background: rgb(0 0 0 / 3%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-row {
|
||||||
|
display: flex;
|
||||||
|
justify-content: space-between;
|
||||||
|
gap: 16px;
|
||||||
|
padding: 3px 0;
|
||||||
|
font-size: 0.85rem;
|
||||||
|
|
||||||
|
span {
|
||||||
|
color: rgb(0 0 0 / 60%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-amount {
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-question {
|
||||||
|
margin: 20px 0 10px;
|
||||||
|
font-size: 0.9rem;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-choices {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 10px;
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* Each answer is a card rather than a bare radio, because the two are not interchangeable - they take
|
||||||
|
* money from different people, and the consequence has to be readable before the choice is made.
|
||||||
|
*/
|
||||||
|
.pcd-choice {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 4px;
|
||||||
|
padding: 10px 12px 12px;
|
||||||
|
border: 1px solid rgb(0 0 0 / 12%);
|
||||||
|
border-radius: 6px;
|
||||||
|
cursor: pointer;
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: rgb(0 0 0 / 2%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-choice--on {
|
||||||
|
border-color: #b45309;
|
||||||
|
background: rgb(180 83 9 / 5%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-choice-body {
|
||||||
|
padding-top: 2px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-choice-title {
|
||||||
|
font-weight: 600;
|
||||||
|
font-size: 0.88rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-choice-detail {
|
||||||
|
margin-top: 3px;
|
||||||
|
font-size: 0.8rem;
|
||||||
|
line-height: 1.5;
|
||||||
|
color: rgb(0 0 0 / 65%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-destinations {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 6px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-field {
|
||||||
|
width: 100%;
|
||||||
|
margin-top: 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-note {
|
||||||
|
margin: 12px 0 0;
|
||||||
|
font-size: 0.8rem;
|
||||||
|
line-height: 1.5;
|
||||||
|
color: rgb(0 0 0 / 65%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* The one step here with no way back, so it is said plainly rather than left to the button colour. */
|
||||||
|
.pcd-warn {
|
||||||
|
margin: 18px 0 0;
|
||||||
|
padding: 9px 12px;
|
||||||
|
border-radius: 6px;
|
||||||
|
border: 1px solid rgb(185 28 28 / 25%);
|
||||||
|
background: rgb(185 28 28 / 6%);
|
||||||
|
color: #b91c1c;
|
||||||
|
font-size: 0.8rem;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Inside the lock-in: a request for a manager, not a closure, so it is set apart from the terms above. */
|
||||||
|
.pcd-lockin {
|
||||||
|
margin-top: 18px;
|
||||||
|
padding: 12px 14px 4px;
|
||||||
|
border-radius: 8px;
|
||||||
|
border: 1px solid rgb(180 83 9 / 30%);
|
||||||
|
background: rgb(245 158 11 / 8%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.pcd-lockin-title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 0.85rem;
|
||||||
|
font-weight: 600;
|
||||||
|
color: #b45309;
|
||||||
|
}
|
||||||
|
|
||||||
|
.po-hint-warn {
|
||||||
|
color: #c62828;
|
||||||
|
}
|
||||||
+228
@@ -0,0 +1,228 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { FormsModule } from '@angular/forms';
|
||||||
|
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||||
|
import { MatButtonModule } from '@angular/material/button';
|
||||||
|
import { MatRadioModule } from '@angular/material/radio';
|
||||||
|
import { MatSelectModule } from '@angular/material/select';
|
||||||
|
import { MatAutocompleteModule } from '@angular/material/autocomplete';
|
||||||
|
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||||
|
import { MatInputModule } from '@angular/material/input';
|
||||||
|
import { MatProgressBarModule } from '@angular/material/progress-bar';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { ProductsService } from 'app/products/products.service';
|
||||||
|
|
||||||
|
/** Custom Pipes */
|
||||||
|
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Closing a DDS account before its term is up.
|
||||||
|
*
|
||||||
|
* A customer who stops saving early costs the bank the interest it had promised on money it no longer
|
||||||
|
* has for as long as it expected. Somebody has to carry that, and the bank allows two answers - so
|
||||||
|
* this asks which, and it is the only thing it asks.
|
||||||
|
*
|
||||||
|
* What each answer costs is the scheme's, not the clerk's: the reduced rate and the agent's share are
|
||||||
|
* set once when the scheme is created and shown here as fact. A figure typed at the counter is a
|
||||||
|
* figure that can be typed differently for the next customer, which is exactly what a published term
|
||||||
|
* is meant to prevent.
|
||||||
|
*
|
||||||
|
* The destination works as it does on a maturity payout - another account of theirs here, or parked
|
||||||
|
* in matured-deposits payable for a transfer out - because what is left over is still their money and
|
||||||
|
* has to reach them the same way.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-premature-close-dialog',
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
FormsModule,
|
||||||
|
MatDialogModule,
|
||||||
|
MatButtonModule,
|
||||||
|
MatRadioModule,
|
||||||
|
MatSelectModule,
|
||||||
|
MatAutocompleteModule,
|
||||||
|
MatFormFieldModule,
|
||||||
|
MatInputModule,
|
||||||
|
MatProgressBarModule,
|
||||||
|
DateFormatPipe
|
||||||
|
],
|
||||||
|
templateUrl: './premature-close-dialog.component.html',
|
||||||
|
styleUrls: ['./premature-close-dialog.component.scss']
|
||||||
|
})
|
||||||
|
export class PrematureCloseDialogComponent implements OnInit {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private productsService = inject(ProductsService);
|
||||||
|
private dialogRef = inject(MatDialogRef<PrematureCloseDialogComponent>);
|
||||||
|
data = inject<any>(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
|
/** Who carries the shortfall. No default - the two answers take money from different people. */
|
||||||
|
borneBy: 'CUSTOMER' | 'AGENT' | '' = '';
|
||||||
|
|
||||||
|
/** 'own' moves what is left to another account here; 'other' parks it for a transfer out. */
|
||||||
|
destination: 'own' | 'other' = 'own';
|
||||||
|
|
||||||
|
ownAccounts: any[] = [];
|
||||||
|
selectedAccountNo = '';
|
||||||
|
|
||||||
|
/** Where the balance is parked when the customer has no account here. */
|
||||||
|
sundryAccounts: any[] = [];
|
||||||
|
sundryGlAccountId: number | null = null;
|
||||||
|
/** What is typed in the GL box - a code or part of a name. */
|
||||||
|
sundrySearch = '';
|
||||||
|
|
||||||
|
/** The accounts matching what is typed, by GL code or name, in any case. */
|
||||||
|
get sundryOptions(): any[] {
|
||||||
|
const typed = this.sundrySearch.trim().toLowerCase();
|
||||||
|
if (!typed || typed === this.sundryLabel(this.chosenSundry).toLowerCase()) {
|
||||||
|
return this.sundryAccounts;
|
||||||
|
}
|
||||||
|
return this.sundryAccounts.filter(
|
||||||
|
(account: any) =>
|
||||||
|
String(account.glCode).toLowerCase().includes(typed) ||
|
||||||
|
String(account.name || '')
|
||||||
|
.toLowerCase()
|
||||||
|
.includes(typed)
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
get chosenSundry(): any {
|
||||||
|
return this.sundryAccounts.find((account: any) => account.id === this.sundryGlAccountId);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Shows a picked account in the box as its code and name. */
|
||||||
|
readonly sundryDisplay = (value: any): string =>
|
||||||
|
value && typeof value === 'object' ? this.sundryLabel(value) : value || '';
|
||||||
|
|
||||||
|
sundryLabel(account: any): string {
|
||||||
|
return account ? `${account.glCode} · ${account.name}` : '';
|
||||||
|
}
|
||||||
|
|
||||||
|
pickSundry(account: any): void {
|
||||||
|
this.sundryGlAccountId = account ? account.id : null;
|
||||||
|
this.sundrySearch = this.sundryLabel(account);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Typing again clears the choice until an account is picked, so a half-typed code is never sent. */
|
||||||
|
onSundryTyped(value: any): void {
|
||||||
|
// Picking from the list hands over the account itself rather than text.
|
||||||
|
if (value && typeof value === 'object') {
|
||||||
|
this.pickSundry(value);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
value = String(value ?? '');
|
||||||
|
this.sundrySearch = value;
|
||||||
|
if (value !== this.sundryLabel(this.chosenSundry)) {
|
||||||
|
const exact = this.sundryAccounts.find(
|
||||||
|
(account: any) => String(account.glCode).toLowerCase() === value.trim().toLowerCase()
|
||||||
|
);
|
||||||
|
this.sundryGlAccountId = exact ? exact.id : null;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
loading = true;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The scheme's terms, shown so the clerk can tell the customer what each answer costs before
|
||||||
|
* choosing. Null while loading, and left null if the scheme cannot be read - the choice is then
|
||||||
|
* still offered, because the server applies the terms either way and a screen that could not
|
||||||
|
* display them should not block a closure the customer has asked for.
|
||||||
|
*/
|
||||||
|
scheme: any = null;
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
// The accounts the balance can be parked in. None is chosen: each bank has its own Sundry account,
|
||||||
|
// and the clerk searches for it and picks it.
|
||||||
|
this.organizationService.getDdsSundryAccounts().subscribe({
|
||||||
|
next: (accounts: any) => (this.sundryAccounts = accounts || []),
|
||||||
|
error: () => (this.sundryAccounts = [])
|
||||||
|
});
|
||||||
|
this.organizationService.getCreditableAccounts(this.data.clientId).subscribe({
|
||||||
|
next: (accounts: any) => {
|
||||||
|
this.ownAccounts = accounts || [];
|
||||||
|
if (this.ownAccounts.length === 0) {
|
||||||
|
this.destination = 'other';
|
||||||
|
} else if (this.ownAccounts.length === 1) {
|
||||||
|
this.selectedAccountNo = this.ownAccounts[0].accountNo;
|
||||||
|
}
|
||||||
|
this.loading = false;
|
||||||
|
},
|
||||||
|
error: () => {
|
||||||
|
this.ownAccounts = [];
|
||||||
|
this.destination = 'other';
|
||||||
|
this.loading = false;
|
||||||
|
}
|
||||||
|
});
|
||||||
|
|
||||||
|
// The terms are read from the scheme the account runs on, so what is shown here is what the
|
||||||
|
// server will actually charge rather than a second copy that can drift from it. Matched on the
|
||||||
|
// code the party carries, which is the only handle it has on its scheme.
|
||||||
|
this.productsService.getDdsAccountTypes().subscribe({
|
||||||
|
next: (schemes: any) => {
|
||||||
|
const all = Array.isArray(schemes) ? schemes : schemes?.pageItems || [];
|
||||||
|
this.scheme = all.find((s: any) => s.accountTypeCode === this.data.subType) || null;
|
||||||
|
},
|
||||||
|
error: () => (this.scheme = null)
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The rate the customer would be left on if they carry it. Never below nothing. */
|
||||||
|
get reducedRate(): number {
|
||||||
|
const rate = Number(this.data.interestRate || 0);
|
||||||
|
const reduction = Number(this.scheme?.prematureInterestReduction || 0);
|
||||||
|
return Math.max(0, rate - reduction);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Why the lock-in should be waived for this account - required when it is inside it. */
|
||||||
|
lockinReason = '';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The day the scheme's lock-in ends for this account, or null when the scheme has none. Inside it
|
||||||
|
* the account cannot be closed early on the scheme's terms; it can only be asked for, with a reason,
|
||||||
|
* for a manager to approve - the scheme's lock-in itself is never changed to let one account through.
|
||||||
|
*/
|
||||||
|
get closableFrom(): Date | null {
|
||||||
|
const months = Number(this.scheme?.prematureLockinMonths || 0);
|
||||||
|
const opened = this.data.openingDate ? new Date(this.data.openingDate) : null;
|
||||||
|
if (months <= 0 || !opened || isNaN(opened.getTime())) {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
const closable = new Date(opened);
|
||||||
|
closable.setMonth(closable.getMonth() + months);
|
||||||
|
return closable;
|
||||||
|
}
|
||||||
|
|
||||||
|
get withinLockin(): boolean {
|
||||||
|
const closable = this.closableFrom;
|
||||||
|
return !!closable && closable.getTime() > Date.now();
|
||||||
|
}
|
||||||
|
|
||||||
|
get canClose(): boolean {
|
||||||
|
if (this.loading || !this.borneBy) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
if (this.withinLockin && !this.lockinReason.trim()) {
|
||||||
|
return false;
|
||||||
|
}
|
||||||
|
return this.destination === 'other' ? !!this.sundryGlAccountId : !!this.selectedAccountNo;
|
||||||
|
}
|
||||||
|
|
||||||
|
close(): void {
|
||||||
|
this.dialogRef.close({
|
||||||
|
shortfallBorneBy: this.borneBy,
|
||||||
|
...(this.destination === 'own' && this.selectedAccountNo ? { toSavingsAccountNo: this.selectedAccountNo } : {}),
|
||||||
|
...(this.destination === 'other' && this.sundryGlAccountId ? { sundryGlAccountId: this.sundryGlAccountId } : {}),
|
||||||
|
...(this.withinLockin ? { lockinOverrideReason: this.lockinReason.trim() } : {})
|
||||||
|
});
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -14,6 +14,7 @@ import { CommonModule } from '@angular/common';
|
|||||||
import { HasPermissionDirective } from './has-permission/has-permission.directive';
|
import { HasPermissionDirective } from './has-permission/has-permission.directive';
|
||||||
import { FormatAmountDirective } from './format-amount.directive';
|
import { FormatAmountDirective } from './format-amount.directive';
|
||||||
import { ValidateOnFocusDirective } from './validate-on-focus.directive';
|
import { ValidateOnFocusDirective } from './validate-on-focus.directive';
|
||||||
|
import { RestrictInputDirective } from './restrict-input.directive';
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Directives Module
|
* Directives Module
|
||||||
@@ -25,12 +26,14 @@ import { ValidateOnFocusDirective } from './validate-on-focus.directive';
|
|||||||
CommonModule,
|
CommonModule,
|
||||||
HasPermissionDirective,
|
HasPermissionDirective,
|
||||||
FormatAmountDirective,
|
FormatAmountDirective,
|
||||||
ValidateOnFocusDirective
|
ValidateOnFocusDirective,
|
||||||
|
RestrictInputDirective
|
||||||
],
|
],
|
||||||
exports: [
|
exports: [
|
||||||
HasPermissionDirective,
|
HasPermissionDirective,
|
||||||
FormatAmountDirective,
|
FormatAmountDirective,
|
||||||
ValidateOnFocusDirective
|
ValidateOnFocusDirective,
|
||||||
|
RestrictInputDirective
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
export class DirectivesModule {}
|
export class DirectivesModule {}
|
||||||
|
|||||||
@@ -0,0 +1,137 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Directive, HostListener, Input, ElementRef, inject } from '@angular/core';
|
||||||
|
import { NgControl } from '@angular/forms';
|
||||||
|
|
||||||
|
/** The kinds of field this knows how to hold to a shape. */
|
||||||
|
export type RestrictKind = 'digits' | 'phone' | 'pan' | 'aadhaar';
|
||||||
|
|
||||||
|
interface Rule {
|
||||||
|
/** Characters this kind will accept at all. */
|
||||||
|
allowed: RegExp;
|
||||||
|
/** How many of them the field can hold, so it cannot be overfilled. */
|
||||||
|
maxLength: number;
|
||||||
|
/** Whether what is typed is forced to upper case as it is entered. */
|
||||||
|
upper?: boolean;
|
||||||
|
}
|
||||||
|
|
||||||
|
const RULES: Record<RestrictKind, Rule> = {
|
||||||
|
digits: { allowed: /[0-9]/, maxLength: 20 },
|
||||||
|
phone: { allowed: /[0-9+()\-\s]/, maxLength: 20 },
|
||||||
|
// A PAN is five letters, four digits, one letter - and is always written in capitals.
|
||||||
|
pan: { allowed: /[A-Za-z0-9]/, maxLength: 10, upper: true },
|
||||||
|
// Twelve digits, or the masked form CKYC returns, which is Xs and the last four digits.
|
||||||
|
aadhaar: { allowed: /[0-9Xx]/, maxLength: 12, upper: true }
|
||||||
|
};
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Stops a field being filled with something it could never hold.
|
||||||
|
*
|
||||||
|
* A mobile number typed as letters, or a PAN of fifteen characters, is not a mistake worth
|
||||||
|
* discovering on save - the customer is at the counter now, and the clerk is looking at the field
|
||||||
|
* they just typed. Refusing the keystroke says so at the moment it happens, with nothing to read
|
||||||
|
* and nothing to undo.
|
||||||
|
*
|
||||||
|
* Pasting is handled too, and is where this earns its place: a number copied from a spreadsheet
|
||||||
|
* arrives with spaces, dashes or a +91 in front, and pasting is the one way into a field that
|
||||||
|
* bypasses every keystroke rule. What can be salvaged is kept, the rest dropped.
|
||||||
|
*
|
||||||
|
* This only refuses characters the field cannot contain. Whether what is left is a valid number is
|
||||||
|
* a separate question, answered by the form's own validators and again by the server - a screen
|
||||||
|
* restriction is a convenience, not a guarantee.
|
||||||
|
*/
|
||||||
|
@Directive({
|
||||||
|
selector: '[mifosxRestrictInput]',
|
||||||
|
standalone: true
|
||||||
|
})
|
||||||
|
export class RestrictInputDirective {
|
||||||
|
private el = inject(ElementRef<HTMLInputElement>);
|
||||||
|
private control = inject(NgControl, { optional: true });
|
||||||
|
|
||||||
|
@Input('mifosxRestrictInput') kind: RestrictKind = 'digits';
|
||||||
|
|
||||||
|
private get rule(): Rule {
|
||||||
|
return RULES[this.kind] ?? RULES.digits;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Keys that move around or edit rather than enter a character, plus the usual copy/paste and
|
||||||
|
* select-all chords. Blocking these would leave the clerk unable to correct their own typing.
|
||||||
|
*/
|
||||||
|
private isEditingKey(event: KeyboardEvent): boolean {
|
||||||
|
const navigation = [
|
||||||
|
'Backspace',
|
||||||
|
'Delete',
|
||||||
|
'Tab',
|
||||||
|
'Escape',
|
||||||
|
'Enter',
|
||||||
|
'Home',
|
||||||
|
'End',
|
||||||
|
'ArrowLeft',
|
||||||
|
'ArrowRight',
|
||||||
|
'ArrowUp',
|
||||||
|
'ArrowDown'
|
||||||
|
];
|
||||||
|
return navigation.includes(event.key) || event.ctrlKey || event.metaKey;
|
||||||
|
}
|
||||||
|
|
||||||
|
@HostListener('keydown', ['$event'])
|
||||||
|
onKeydown(event: KeyboardEvent): void {
|
||||||
|
if (this.isEditingKey(event) || event.key.length > 1) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const input = this.el.nativeElement as HTMLInputElement;
|
||||||
|
const hasSelection = input.selectionStart !== input.selectionEnd;
|
||||||
|
|
||||||
|
if (!this.rule.allowed.test(event.key)) {
|
||||||
|
event.preventDefault();
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
// Replacing a selection does not make the field any longer, so only a plain insert can overfill.
|
||||||
|
if (!hasSelection && input.value.length >= this.rule.maxLength) {
|
||||||
|
event.preventDefault();
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@HostListener('paste', ['$event'])
|
||||||
|
onPaste(event: ClipboardEvent): void {
|
||||||
|
event.preventDefault();
|
||||||
|
const pasted = event.clipboardData?.getData('text') ?? '';
|
||||||
|
const kept = Array.from(pasted)
|
||||||
|
.filter((ch) => this.rule.allowed.test(ch))
|
||||||
|
.join('')
|
||||||
|
.slice(0, this.rule.maxLength);
|
||||||
|
this.write(this.rule.upper ? kept.toUpperCase() : kept);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Upper case is applied as the field is left, so the caret does not jump while typing. */
|
||||||
|
@HostListener('blur')
|
||||||
|
onBlur(): void {
|
||||||
|
if (!this.rule.upper) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const current = String(this.el.nativeElement.value ?? '');
|
||||||
|
if (current !== current.toUpperCase()) {
|
||||||
|
this.write(current.toUpperCase());
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Writes through the form control where there is one, so the value the form holds and the value
|
||||||
|
* on screen stay the same thing - setting only the element would leave the form with the old one.
|
||||||
|
*/
|
||||||
|
private write(value: string): void {
|
||||||
|
this.el.nativeElement.value = value;
|
||||||
|
if (this.control?.control) {
|
||||||
|
this.control.control.setValue(value);
|
||||||
|
} else {
|
||||||
|
this.el.nativeElement.dispatchEvent(new Event('input'));
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -167,7 +167,9 @@
|
|||||||
</div>
|
</div>
|
||||||
<!-- The 15th of the month after the one being reported, worked out rather than fixed at
|
<!-- The 15th of the month after the one being reported, worked out rather than fixed at
|
||||||
15 Feb 2026 — a due date that never moves stops being a due date. -->
|
15 Feb 2026 — a due date that never moves stops being a due date. -->
|
||||||
<div class="dc-meta">Due: <strong>{{ ctrDueDateLabel }}</strong></div>
|
<div class="dc-meta">
|
||||||
|
Due: <strong>{{ ctrDueDateLabel }}</strong>
|
||||||
|
</div>
|
||||||
<button class="dc-btn" (click)="showTab('ctr')"><fa-icon icon="external-link-alt"></fa-icon> Open</button>
|
<button class="dc-btn" (click)="showTab('ctr')"><fa-icon icon="external-link-alt"></fa-icon> Open</button>
|
||||||
</div>
|
</div>
|
||||||
<div class="dc-card">
|
<div class="dc-card">
|
||||||
@@ -220,9 +222,7 @@
|
|||||||
@if (ctrLinesLoading) {
|
@if (ctrLinesLoading) {
|
||||||
<div class="fiu-note">Loading the generated CTR lines…</div>
|
<div class="fiu-note">Loading the generated CTR lines…</div>
|
||||||
} @else if (ctrLinesError) {
|
} @else if (ctrLinesError) {
|
||||||
<div class="fiu-note fiu-note--warn">
|
<div class="fiu-note fiu-note--warn"><fa-icon icon="exclamation-triangle"></fa-icon> {{ ctrLinesError }}</div>
|
||||||
<fa-icon icon="exclamation-triangle"></fa-icon> {{ ctrLinesError }}
|
|
||||||
</div>
|
|
||||||
} @else if (!ctrTxns.length) {
|
} @else if (!ctrTxns.length) {
|
||||||
<div class="fiu-note fiu-note--warn">
|
<div class="fiu-note fiu-note--warn">
|
||||||
<fa-icon icon="exclamation-triangle"></fa-icon>
|
<fa-icon icon="exclamation-triangle"></fa-icon>
|
||||||
@@ -432,87 +432,17 @@
|
|||||||
}
|
}
|
||||||
|
|
||||||
<div class="fiu-section">
|
<div class="fiu-section">
|
||||||
<!-- LIVE: suspicious AML alerts awaiting AML Officer review (Structuring, PEP, etc.) -->
|
<!-- The triage queue that used to head this tab has gone. It listed the same open alerts as the AML Rules
|
||||||
<div class="fiu-form-meta">
|
Master, and listed them worse: without the severity bands, the per-rule findings or the batch decision that
|
||||||
<div class="fiu-form-title">
|
screen carries. Two places to work the same queue is how an alert gets cleared in one and escalated in the
|
||||||
<h3>Live AML Alerts (Awaiting Triage)</h3>
|
other. This tab keeps what is about the filing itself - what was cleared, and what became an STR case. -->
|
||||||
<p>Flagged by the monitoring engine for suspicious behavioral patterns — triage and whitelist or escalate</p>
|
<div class="fiu-note">
|
||||||
|
<fa-icon icon="info-circle"></fa-icon>
|
||||||
|
<span>
|
||||||
|
Alerts are triaged in <strong>RBI › AML Rules Master › Flagged Transactions</strong>. What an
|
||||||
|
officer escalates there arrives here as an STR case.
|
||||||
|
</span>
|
||||||
</div>
|
</div>
|
||||||
<!-- Whitelisted is deliberately absent: cleared alerts are not STR business and have
|
|
||||||
their own register below. -->
|
|
||||||
<select class="fiu-inp" [(ngModel)]="amlAlertStatusFilter">
|
|
||||||
<option value="">All statuses</option>
|
|
||||||
<option value="RAISED">Raised</option>
|
|
||||||
<option value="UNDER_REVIEW">Under Review</option>
|
|
||||||
<option value="ESCALATED">Escalated</option>
|
|
||||||
</select>
|
|
||||||
</div>
|
|
||||||
<div class="fiu-tbl-wrap">
|
|
||||||
<table class="fiu-tbl">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>ID</th>
|
|
||||||
<th>Client</th>
|
|
||||||
<th>Type</th>
|
|
||||||
<th>Rule</th>
|
|
||||||
<th class="ta-r">Amount</th>
|
|
||||||
<th>Raised On</th>
|
|
||||||
<th>Status</th>
|
|
||||||
<th class="ta-c">Routes To</th>
|
|
||||||
<th>Notes</th>
|
|
||||||
<th>Action</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (alert of amlSuspiciousAlerts; track alert.id) {
|
|
||||||
<tr>
|
|
||||||
<td>{{ alert.id }}</td>
|
|
||||||
<td>{{ alert.clientDisplayName }}</td>
|
|
||||||
<td>{{ alert.transactionType }}</td>
|
|
||||||
<td>{{ alert.ruleCode }} — {{ alert.ruleDescription }}</td>
|
|
||||||
<td class="ta-r mono">₹{{ alert.amount | number: '1.0-0' }}</td>
|
|
||||||
<td>{{ asDate(alert.raisedOn) | date: 'medium' }}</td>
|
|
||||||
<td>
|
|
||||||
<span [class]="amlStatusClass(alert.status)">{{ alert.status }}</span>
|
|
||||||
</td>
|
|
||||||
<td class="ta-c">
|
|
||||||
<span [class]="alertRouteClass(alert.status, false)">{{ alertRouteLabel(alert.status, false) }}</span>
|
|
||||||
</td>
|
|
||||||
<td>
|
|
||||||
@if (alert.status === 'RAISED' || alert.status === 'UNDER_REVIEW') {
|
|
||||||
<input
|
|
||||||
type="text"
|
|
||||||
class="fiu-inp"
|
|
||||||
placeholder="Review notes"
|
|
||||||
[(ngModel)]="amlReviewNotes[alert.id]"
|
|
||||||
/>
|
|
||||||
} @else {
|
|
||||||
<span class="muted">{{ alert.reviewNotes }}</span>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td>
|
|
||||||
@if (alert.status === 'RAISED' || alert.status === 'UNDER_REVIEW') {
|
|
||||||
<div class="fiu-action-group" *mifosxHasPermission="'REVIEW_AML_ALERT'">
|
|
||||||
<button class="fiu-btn fiu-btn-g" (click)="whitelistAlert(alert)">Whitelist</button>
|
|
||||||
<button class="fiu-btn fiu-btn-xml" (click)="escalateAlert(alert)">Escalate</button>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
} @empty {
|
|
||||||
<tr>
|
|
||||||
<td colspan="10" class="fiu-empty">No suspicious behavioral alerts awaiting triage.</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
<p class="fiu-tbl-legend">
|
|
||||||
<span class="report-pill report-pending">Pending</span> awaiting Whitelist/Escalate decision ·
|
|
||||||
<span class="report-pill report-str">→ STR</span> escalated to Principal Officer as an STR case
|
|
||||||
</p>
|
|
||||||
|
|
||||||
<hr style="border: 0; border-top: 1px solid var(--f-g200); margin: 8px 0" />
|
|
||||||
|
|
||||||
<!-- Cleared register: whitelisted alerts, kept out of the STR queue but retained with the
|
<!-- Cleared register: whitelisted alerts, kept out of the STR queue but retained with the
|
||||||
evidence recorded at review time. -->
|
evidence recorded at review time. -->
|
||||||
@@ -590,7 +520,7 @@
|
|||||||
</tr>
|
</tr>
|
||||||
</thead>
|
</thead>
|
||||||
<tbody>
|
<tbody>
|
||||||
@for (sc of amlStrCases; track sc.id) {
|
@for (sc of liveStrCases; track sc.id) {
|
||||||
<tr [class.selected-row]="selectedStrCase?.id === sc.id">
|
<tr [class.selected-row]="selectedStrCase?.id === sc.id">
|
||||||
<td>{{ sc.id }}</td>
|
<td>{{ sc.id }}</td>
|
||||||
<td>{{ sc.clientDisplayName }}</td>
|
<td>{{ sc.clientDisplayName }}</td>
|
||||||
@@ -607,13 +537,50 @@
|
|||||||
</tr>
|
</tr>
|
||||||
} @empty {
|
} @empty {
|
||||||
<tr>
|
<tr>
|
||||||
<td colspan="8" class="fiu-empty">No STR cases yet.</td>
|
<td colspan="8" class="fiu-empty">No STR cases outstanding.</td>
|
||||||
</tr>
|
</tr>
|
||||||
}
|
}
|
||||||
</tbody>
|
</tbody>
|
||||||
</table>
|
</table>
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
|
<!-- Filed cases are finished work, not outstanding work, so they sit apart from the live queue — but they are
|
||||||
|
the bank's record of what went to FIU-IND and against which reference, so they stay visible. -->
|
||||||
|
@if (filedStrCases.length) {
|
||||||
|
<div class="fiu-form-meta" style="margin-top: 18px">
|
||||||
|
<div class="fiu-form-title">
|
||||||
|
<h3>Filed with FIU-IND</h3>
|
||||||
|
<p>Reported and closed — kept for the record, with the reference the filing was made under.</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="fiu-tbl-wrap">
|
||||||
|
<table class="fiu-tbl">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>ID</th>
|
||||||
|
<th>Client</th>
|
||||||
|
<th>Conclusion</th>
|
||||||
|
<th>Filed On</th>
|
||||||
|
<th>FIU Reference</th>
|
||||||
|
<th>Action</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (sc of filedStrCases; track sc.id) {
|
||||||
|
<tr>
|
||||||
|
<td>{{ sc.id }}</td>
|
||||||
|
<td>{{ sc.clientDisplayName }}</td>
|
||||||
|
<td>{{ sc.conclusion || '—' }}</td>
|
||||||
|
<td>{{ asDate(sc.strFiledOn) | date: 'dd MMM yyyy' }}</td>
|
||||||
|
<td class="mono">{{ sc.strReferenceNo || '—' }}</td>
|
||||||
|
<td><button class="fiu-btn fiu-btn-g" (click)="selectStrCase(sc)">View</button></td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
@if (selectedStrCase) {
|
@if (selectedStrCase) {
|
||||||
<div class="str-case-detail">
|
<div class="str-case-detail">
|
||||||
<div class="fiu-form-meta">
|
<div class="fiu-form-meta">
|
||||||
|
|||||||
@@ -7,6 +7,7 @@
|
|||||||
*/
|
*/
|
||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { ActivatedRoute } from '@angular/router';
|
||||||
import { FormsModule } from '@angular/forms';
|
import { FormsModule } from '@angular/forms';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
@@ -25,8 +26,7 @@ import {
|
|||||||
KycIndividual,
|
KycIndividual,
|
||||||
PoFinding,
|
PoFinding,
|
||||||
StrStatus,
|
StrStatus,
|
||||||
StrTransaction,
|
StrTransaction
|
||||||
STR_TXNS
|
|
||||||
} from './fiu-data';
|
} from './fiu-data';
|
||||||
|
|
||||||
/** A FINnet file rendered as a grid — the same rows that go into the CSV. */
|
/** A FINnet file rendered as a grid — the same rows that go into the CSV. */
|
||||||
@@ -130,6 +130,7 @@ export class FiuComponent implements OnInit {
|
|||||||
private amlService = inject(AmlService);
|
private amlService = inject(AmlService);
|
||||||
private sanctionsLogsService = inject(SanctionsLogsService);
|
private sanctionsLogsService = inject(SanctionsLogsService);
|
||||||
private authenticationService = inject(AuthenticationService);
|
private authenticationService = inject(AuthenticationService);
|
||||||
|
private route = inject(ActivatedRoute);
|
||||||
/** Active tab */
|
/** Active tab */
|
||||||
activeTab: 'dashboard' | 'ctr' | 'str' | 'customers' | 'files' = 'dashboard';
|
activeTab: 'dashboard' | 'ctr' | 'str' | 'customers' | 'files' = 'dashboard';
|
||||||
|
|
||||||
@@ -154,7 +155,16 @@ export class FiuComponent implements OnInit {
|
|||||||
* is honestly empty rather than populated with rows that cannot be filed.
|
* is honestly empty rather than populated with rows that cannot be filed.
|
||||||
*/
|
*/
|
||||||
tc1Txns: CardTransaction[] = [];
|
tc1Txns: CardTransaction[] = [];
|
||||||
strTxns: StrTransaction[] = STR_TXNS;
|
/**
|
||||||
|
* The STR transaction file.
|
||||||
|
*
|
||||||
|
* Empty, for the same reason TC1 and the customer cards are. The four rows that sat here named customers this bank
|
||||||
|
* has never onboarded, against account numbers it does not hold, for sums it never received — on the screen an
|
||||||
|
* officer files suspicious-transaction reports from. A filing built on invented rows is not a draft; it is a false
|
||||||
|
* report to FIU-IND. The live alerts the engine has actually escalated are listed on this tab already, and the
|
||||||
|
* file fills from those when the STR export is wired to them.
|
||||||
|
*/
|
||||||
|
strTxns: StrTransaction[] = [];
|
||||||
/**
|
/**
|
||||||
* KC1 / KC2 — the customer cards that travel with the CTR bundle.
|
* KC1 / KC2 — the customer cards that travel with the CTR bundle.
|
||||||
*
|
*
|
||||||
@@ -210,13 +220,29 @@ export class FiuComponent implements OnInit {
|
|||||||
*/
|
*/
|
||||||
sanctionsStrCases: any[] = [];
|
sanctionsStrCases: any[] = [];
|
||||||
sanctionsStrFilter = '';
|
sanctionsStrFilter = '';
|
||||||
amlAlertStatusFilter = '';
|
|
||||||
amlReviewNotes: Record<number, string> = {};
|
|
||||||
|
|
||||||
amlCtrReports: any[] = [];
|
amlCtrReports: any[] = [];
|
||||||
ctrGenerateMonth = '';
|
ctrGenerateMonth = '';
|
||||||
|
|
||||||
amlStrCases: any[] = [];
|
amlStrCases: any[] = [];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The cases still carrying work, which is what "Live" means here.
|
||||||
|
*
|
||||||
|
* <p>
|
||||||
|
* A case that has been filed with FIU-IND is finished: the report is gone, the reference number is on it, and there
|
||||||
|
* is nothing left for the Principal Officer to do. Leaving it in the live queue is how a working list stops being
|
||||||
|
* one — every filed case stays on it for good, and an officer opening the tab has to tell the outstanding work from
|
||||||
|
* the closed by reading a status column. Filed cases are listed below, where they can still be looked up.
|
||||||
|
*/
|
||||||
|
get liveStrCases(): any[] {
|
||||||
|
return this.amlStrCases.filter((c) => c?.status !== 'FILED');
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Cases already filed with FIU-IND, kept for the record rather than as work. */
|
||||||
|
get filedStrCases(): any[] {
|
||||||
|
return this.amlStrCases.filter((c) => c?.status === 'FILED');
|
||||||
|
}
|
||||||
selectedStrCase: any = null;
|
selectedStrCase: any = null;
|
||||||
concludeConclusion: 'NOT_SUSPICIOUS' | 'SUSPICIOUS' = 'NOT_SUSPICIOUS';
|
concludeConclusion: 'NOT_SUSPICIOUS' | 'SUSPICIOUS' = 'NOT_SUSPICIOUS';
|
||||||
concludeInvestigationNotes = '';
|
concludeInvestigationNotes = '';
|
||||||
@@ -398,6 +424,14 @@ export class FiuComponent implements OnInit {
|
|||||||
this.isHeadOffice = this.authenticationService.isHeadOfficeUser();
|
this.isHeadOffice = this.authenticationService.isHeadOfficeUser();
|
||||||
this.currentOfficeName = creds?.officeName || 'Branch Office';
|
this.currentOfficeName = creds?.officeName || 'Branch Office';
|
||||||
|
|
||||||
|
// Opened on a particular tab when another screen sends the officer here for a reason - the Risk
|
||||||
|
// Review Report links a case that is with the Principal Officer straight to the STR queue, so
|
||||||
|
// landing on the dashboard would make them find it themselves.
|
||||||
|
const wantedTab = this.route.snapshot.queryParamMap.get('tab');
|
||||||
|
if (wantedTab === 'str' || wantedTab === 'ctr' || wantedTab === 'customers' || wantedTab === 'files') {
|
||||||
|
this.activeTab = wantedTab;
|
||||||
|
}
|
||||||
|
|
||||||
// The header named a hard-coded officer and a hard-coded month — "Karthik Kamath" and
|
// The header named a hard-coded officer and a hard-coded month — "Karthik Kamath" and
|
||||||
// "January 2026" — on a screen whose whole purpose is to say which month is being filed and
|
// "January 2026" — on a screen whose whole purpose is to say which month is being filed and
|
||||||
// by whom. Both now come from the session and the clock.
|
// by whom. Both now come from the session and the clock.
|
||||||
@@ -615,10 +649,9 @@ export class FiuComponent implements OnInit {
|
|||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Always fetches every status. The triage table and the cleared register are two views of the
|
* Always fetches every status. This tab shows what was cleared and what became an STR case, which are two views of
|
||||||
* same set, so filtering server-side would empty one whenever the other was narrowed — and the
|
* the same set, and the CTR tab reads the list as well — so narrowing it server-side for one view would empty
|
||||||
* CTR tab reads this list too, which a status filter chosen on the STR tab should not touch.
|
* another.
|
||||||
* amlAlertStatusFilter is applied client-side in {@link amlSuspiciousAlerts} instead.
|
|
||||||
*/
|
*/
|
||||||
loadAmlAlerts(): void {
|
loadAmlAlerts(): void {
|
||||||
this.amlService.getAlerts().subscribe((data) => (this.amlAlerts = data || []));
|
this.amlService.getAlerts().subscribe((data) => (this.amlAlerts = data || []));
|
||||||
@@ -661,7 +694,8 @@ export class FiuComponent implements OnInit {
|
|||||||
this.ctrLinesLoading = false;
|
this.ctrLinesLoading = false;
|
||||||
this.ctrTxns = [];
|
this.ctrTxns = [];
|
||||||
this.ctrLinesError =
|
this.ctrLinesError =
|
||||||
err?.error?.defaultUserMessage || 'Could not load the generated CTR lines. Generate a report for the month first.';
|
err?.error?.defaultUserMessage ||
|
||||||
|
'Could not load the generated CTR lines. Generate a report for the month first.';
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
@@ -761,48 +795,6 @@ export class FiuComponent implements OnInit {
|
|||||||
return (err: any) => this.toast(err?.error?.defaultUserMessage || `${action} failed — please retry`);
|
return (err: any) => this.toast(err?.error?.defaultUserMessage || `${action} failed — please retry`);
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* Clearing or escalating an alert has to carry a reason: review_notes is the only audit record of
|
|
||||||
* why a flagged transaction was disposed of, and an empty string leaves no trace of the decision.
|
|
||||||
*/
|
|
||||||
private reviewNotesOf(alert: any): string | null {
|
|
||||||
const notes = (this.amlReviewNotes[alert.id] || '').trim();
|
|
||||||
if (!notes) {
|
|
||||||
this.toast(`Enter review notes before disposing of alert #${alert.id}`);
|
|
||||||
return null;
|
|
||||||
}
|
|
||||||
return notes;
|
|
||||||
}
|
|
||||||
|
|
||||||
whitelistAlert(alert: any): void {
|
|
||||||
const notes = this.reviewNotesOf(alert);
|
|
||||||
if (!notes) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.amlService.reviewAlert(alert.id, 'WHITELIST', notes).subscribe({
|
|
||||||
next: () => {
|
|
||||||
this.toast(`Alert #${alert.id} whitelisted — no STR raised`);
|
|
||||||
this.loadAmlAlerts();
|
|
||||||
},
|
|
||||||
error: this.apiError(`Whitelisting alert #${alert.id}`)
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
escalateAlert(alert: any): void {
|
|
||||||
const notes = this.reviewNotesOf(alert);
|
|
||||||
if (!notes) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.amlService.reviewAlert(alert.id, 'ESCALATE', notes).subscribe({
|
|
||||||
next: () => {
|
|
||||||
this.toast(`Alert #${alert.id} escalated — now an STR case for the Principal Officer`);
|
|
||||||
this.loadAmlAlerts();
|
|
||||||
this.loadAmlStrCases();
|
|
||||||
},
|
|
||||||
error: this.apiError(`Escalating alert #${alert.id}`)
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
generateCtrReport(): void {
|
generateCtrReport(): void {
|
||||||
if (!this.ctrGenerateMonth) {
|
if (!this.ctrGenerateMonth) {
|
||||||
this.toast('Pick a reporting month first');
|
this.toast('Pick a reporting month first');
|
||||||
@@ -990,9 +982,16 @@ export class FiuComponent implements OnInit {
|
|||||||
get liveStrFiled(): number {
|
get liveStrFiled(): number {
|
||||||
return this.amlStrCases.filter((c) => c.status === 'FILED').length;
|
return this.amlStrCases.filter((c) => c.status === 'FILED').length;
|
||||||
}
|
}
|
||||||
/** Still needs PO action: untouched, or concluded suspicious but not yet filed with FIU-IND. */
|
/**
|
||||||
|
* Still needs PO action: anything neither filed with FIU-IND nor concluded clear.
|
||||||
|
*
|
||||||
|
* Counted by what is unfinished rather than by naming the statuses that are. Adding up OPEN and CONCLUDED_SUSPICIOUS
|
||||||
|
* gives the same figure today, but it is the shape that fails quietly: a case in any status those two do not name
|
||||||
|
* drops out of the KPI while still sitting in the queue below it, and the dashboard then under-reports the work.
|
||||||
|
* That is exactly how five undecided alerts hid behind a pending count of 1 on the flagged-transactions screen.
|
||||||
|
*/
|
||||||
get liveStrPending(): number {
|
get liveStrPending(): number {
|
||||||
return this.liveStrOpen + this.liveStrAwaitingFiling;
|
return this.amlStrCases.filter((c) => c?.status !== 'FILED' && c?.status !== 'CONCLUDED_CLEAR').length;
|
||||||
}
|
}
|
||||||
get totalCustomers(): number {
|
get totalCustomers(): number {
|
||||||
return this.kc1.length + this.kc2.length;
|
return this.kc1.length + this.kc2.length;
|
||||||
@@ -1021,12 +1020,6 @@ export class FiuComponent implements OnInit {
|
|||||||
* The STR triage queue: still to decide, or already escalated. Whitelisted alerts are closed
|
* The STR triage queue: still to decide, or already escalated. Whitelisted alerts are closed
|
||||||
* with no report, so they are not STR business — they live in {@link amlWhitelistedAlerts}.
|
* with no report, so they are not STR business — they live in {@link amlWhitelistedAlerts}.
|
||||||
*/
|
*/
|
||||||
get amlSuspiciousAlerts(): any[] {
|
|
||||||
return this.behaviouralAlerts.filter(
|
|
||||||
(a) => a.status !== 'WHITELISTED' && (!this.amlAlertStatusFilter || a.status === this.amlAlertStatusFilter)
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Cleared register: alerts closed as false positives, kept for audit with their evidence. */
|
/** Cleared register: alerts closed as false positives, kept for audit with their evidence. */
|
||||||
get amlWhitelistedAlerts(): any[] {
|
get amlWhitelistedAlerts(): any[] {
|
||||||
return this.behaviouralAlerts.filter((a) => a.status === 'WHITELISTED');
|
return this.behaviouralAlerts.filter((a) => a.status === 'WHITELISTED');
|
||||||
@@ -1689,7 +1682,9 @@ export class FiuComponent implements OnInit {
|
|||||||
private writeLiveStrXml(cases: any[], filename: string): void {
|
private writeLiveStrXml(cases: any[], filename: string): void {
|
||||||
const xml: string[] = [];
|
const xml: string[] = [];
|
||||||
xml.push('<?xml version="1.0" encoding="UTF-8"?>');
|
xml.push('<?xml version="1.0" encoding="UTF-8"?>');
|
||||||
xml.push(`<STR xmlns="http://fiuind.gov.in/finnet2/str" reportingMonth="${this.escapeXml(this.reportingMonthLabel)}">`);
|
xml.push(
|
||||||
|
`<STR xmlns="http://fiuind.gov.in/finnet2/str" reportingMonth="${this.escapeXml(this.reportingMonthLabel)}">`
|
||||||
|
);
|
||||||
xml.push(` <REBank name="${this.escapeXml(this.bank.name)}" />`);
|
xml.push(` <REBank name="${this.escapeXml(this.bank.name)}" />`);
|
||||||
if (this.principalOfficerName) {
|
if (this.principalOfficerName) {
|
||||||
xml.push(` <PrincipalOfficer name="${this.escapeXml(this.principalOfficerName)}" />`);
|
xml.push(` <PrincipalOfficer name="${this.escapeXml(this.principalOfficerName)}" />`);
|
||||||
|
|||||||
+6
-10
@@ -576,13 +576,11 @@
|
|||||||
}
|
}
|
||||||
|
|
||||||
/* ───────── Print — only the page, no toolbar / dialog chrome ─────────
|
/* ───────── Print — only the page, no toolbar / dialog chrome ─────────
|
||||||
This dialog is opened with `maxHeight: '92vh'`, which Angular Material carries onto the
|
The document-level clip (`html, body { overflow: hidden }`) is lifted globally in main.scss's
|
||||||
overlay pane / .mat-mdc-dialog-container as an inline max-height + overflow:auto clip.
|
print block; what remains here is this dialog's own clip — it opens with `maxHeight: '92vh'`,
|
||||||
`position: absolute` still lives inside that clip and gets cut off — only the on-screen
|
which Angular Material carries onto the overlay pane / .mat-mdc-dialog-container as an inline
|
||||||
scroll position prints. `position: fixed` escapes it: a fixed element's containing block is
|
max-height plus overflow:auto. Freeing those lets the whole certificate flow onto the page in
|
||||||
the viewport itself, not the clipped ancestor (the classic "fixed child ignores an
|
normal static order (a fixed/absolute hack would pin it to the first page instead). */
|
||||||
overflow:hidden parent" behaviour), as long as nothing between here and the viewport sets a
|
|
||||||
transform/filter — the CDK overlay chrome doesn't. */
|
|
||||||
@media print {
|
@media print {
|
||||||
body > :not(.cdk-overlay-container) {
|
body > :not(.cdk-overlay-container) {
|
||||||
display: none !important;
|
display: none !important;
|
||||||
@@ -611,9 +609,7 @@
|
|||||||
}
|
}
|
||||||
|
|
||||||
.cpd-root {
|
.cpd-root {
|
||||||
position: fixed;
|
position: static;
|
||||||
left: 0;
|
|
||||||
top: 0;
|
|
||||||
width: 100% !important;
|
width: 100% !important;
|
||||||
height: auto !important;
|
height: auto !important;
|
||||||
background: #fff;
|
background: #fff;
|
||||||
|
|||||||
@@ -0,0 +1,195 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="pl-root">
|
||||||
|
<div class="pl-header">
|
||||||
|
<div class="pl-header-left">
|
||||||
|
<div class="pl-header-ic"><fa-icon icon="user-tie"></fa-icon></div>
|
||||||
|
<div class="pl-header-text">
|
||||||
|
<h2>Agent Master</h2>
|
||||||
|
<p>The DDS collection agents on file.</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="pl-header-right">
|
||||||
|
<div class="pl-count-chip" matTooltip="Total agents">
|
||||||
|
<fa-icon icon="user-tie"></fa-icon>
|
||||||
|
<strong>{{ totalCount }}</strong>
|
||||||
|
<span>{{ totalCount === 1 ? 'agent' : 'agents' }}</span>
|
||||||
|
</div>
|
||||||
|
<button class="pl-create-btn" type="button" [routerLink]="['create']">
|
||||||
|
<fa-icon icon="plus"></fa-icon>
|
||||||
|
<span>Create Agent</span>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="pl-kpis">
|
||||||
|
<div class="pl-kpi pl-kpi--blue">
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="user-tie"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ totalCount | number }}</div>
|
||||||
|
<div class="pl-kpi-l">Total Agents</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="pl-kpi pl-kpi--purple">
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="toggle-on"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ activeCount | number }}</div>
|
||||||
|
<div class="pl-kpi-l">Active Agents</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div
|
||||||
|
class="pl-kpi pl-kpi--teal"
|
||||||
|
matTooltip="Money collected from parties that agents have not yet handed over to a branch"
|
||||||
|
>
|
||||||
|
<div class="pl-kpi-ic"><fa-icon icon="wallet"></fa-icon></div>
|
||||||
|
<div>
|
||||||
|
<div class="pl-kpi-n">{{ totalCurrentBalance | number: '1.2-2' }}</div>
|
||||||
|
<div class="pl-kpi-l">Cash With Agents (Unsettled)</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="pl-card">
|
||||||
|
<div class="pl-toolbar">
|
||||||
|
<div class="pl-search">
|
||||||
|
<fa-icon icon="search" class="pl-search-ic"></fa-icon>
|
||||||
|
<input type="text" (input)="applyFilter($any($event.target).value)" placeholder="Search by code or name…" />
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (totalCount === 0) {
|
||||||
|
<div class="pl-empty">
|
||||||
|
<div class="pl-empty-ic"><fa-icon icon="user-tie"></fa-icon></div>
|
||||||
|
<h3>No agents yet</h3>
|
||||||
|
<p>Create one so daily collections can be recorded against it.</p>
|
||||||
|
<button class="pl-create-btn" type="button" [routerLink]="['create']">
|
||||||
|
<fa-icon icon="plus"></fa-icon>
|
||||||
|
<span>Create Agent</span>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="pl-table-wrap">
|
||||||
|
<table mat-table [dataSource]="dataSource" matSort class="pl-table">
|
||||||
|
<ng-container matColumnDef="agentCode">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>Agent Code</th>
|
||||||
|
<td mat-cell *matCellDef="let a">
|
||||||
|
<div class="pl-product-cell">
|
||||||
|
<div class="pl-product-icon"><fa-icon icon="user-tie"></fa-icon></div>
|
||||||
|
<div class="pl-product-meta">
|
||||||
|
<div class="pl-product-name">{{ a.agentCode }}</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="clientName">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>Agent Name</th>
|
||||||
|
<td mat-cell *matCellDef="let a">{{ a.agentNameId }}</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<!-- Which branch the agent's collections belong to. Its own column rather than a subtitle:
|
||||||
|
it decides which branch's batch run picks the agent up, so it has to be scannable. -->
|
||||||
|
<!-- The GL the cashier takes this agent's cash into, so it is to hand without opening the agent. -->
|
||||||
|
<ng-container matColumnDef="glAccount">
|
||||||
|
<th mat-header-cell *matHeaderCellDef>GL Account</th>
|
||||||
|
<td mat-cell *matCellDef="let a">
|
||||||
|
@if (a.glAccountCode) {
|
||||||
|
<span class="pl-tag">{{ a.glAccountCode }} · {{ a.glAccountName }}</span>
|
||||||
|
} @else {
|
||||||
|
<span class="am-no-branch">Not set</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="homeBranch">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>Branch</th>
|
||||||
|
<td mat-cell *matCellDef="let a">
|
||||||
|
@if (a.homeBranch) {
|
||||||
|
<span class="pl-tag">{{ a.homeBranch }}</span>
|
||||||
|
} @else {
|
||||||
|
<span class="am-no-branch">Not set</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="agentCity">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>City</th>
|
||||||
|
<td mat-cell *matCellDef="let a">{{ a.agentCity }}</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="agentSavingAccountNo">
|
||||||
|
<th mat-header-cell *matHeaderCellDef>Saving A/C No</th>
|
||||||
|
<td mat-cell *matCellDef="let a">
|
||||||
|
<span class="pl-tag">{{ a.agentSavingAccountNo }}</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="agentCurrentBalance">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header class="num">Current Balance</th>
|
||||||
|
<td mat-cell *matCellDef="let a" class="num">
|
||||||
|
<strong>{{ a.agentCurrentBalance | number: '1.2-2' }}</strong>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="status">
|
||||||
|
<th mat-header-cell *matHeaderCellDef>Status</th>
|
||||||
|
<td mat-cell *matCellDef="let a">
|
||||||
|
<span class="am-pill" [class.am-pill--off]="!a.active">
|
||||||
|
{{ a.active ? 'Active' : 'Inactive' }}
|
||||||
|
</span>
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="createdDate">
|
||||||
|
<th mat-header-cell *matHeaderCellDef mat-sort-header>Created</th>
|
||||||
|
<td mat-cell *matCellDef="let a">
|
||||||
|
{{ a.createdDate ? (a.createdDate | dateFormat: 'DD MMM YYYY, hh:mm A') : '—' }}
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<ng-container matColumnDef="actions">
|
||||||
|
<th mat-header-cell *matHeaderCellDef class="num">Actions</th>
|
||||||
|
<td mat-cell *matCellDef="let a" class="num">
|
||||||
|
<!-- A closed agent is off the books: nothing can be changed on it, only read. -->
|
||||||
|
@if (a.closeDate) {
|
||||||
|
<span class="am-closed-on">Closed {{ a.closeDate | dateFormat }}</span>
|
||||||
|
} @else {
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="pl-action-btn pl-action-btn--edit"
|
||||||
|
[routerLink]="[a.id, 'edit']"
|
||||||
|
matTooltip="Edit this agent"
|
||||||
|
>
|
||||||
|
<fa-icon icon="edit"></fa-icon><span>Edit</span>
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
</ng-container>
|
||||||
|
|
||||||
|
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
|
||||||
|
<tr
|
||||||
|
mat-row
|
||||||
|
*matRowDef="let row; columns: displayedColumns"
|
||||||
|
class="pl-row"
|
||||||
|
[class.am-row--inactive]="!row.active"
|
||||||
|
></tr>
|
||||||
|
</table>
|
||||||
|
|
||||||
|
@if (filteredCount === 0 && totalCount > 0) {
|
||||||
|
<div class="pl-no-match">
|
||||||
|
<fa-icon icon="search"></fa-icon>
|
||||||
|
<span>No agents match your filter.</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<mat-paginator [pageSizeOptions]="[10, 25, 50, 100]" [pageSize]="10" showFirstLastButtons></mat-paginator>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,59 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
@use 'assets/styles/product-list' as pl;
|
||||||
|
|
||||||
|
@include pl.product-list-styles;
|
||||||
|
|
||||||
|
/* Agent-specific indigo accent */
|
||||||
|
:host {
|
||||||
|
--pl-accent: #4338ca;
|
||||||
|
--pl-accent-l: #e0e7ff;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* A retired agent stays listed but reads as switched off. */
|
||||||
|
.am-row--inactive td:not(.num) {
|
||||||
|
opacity: 0.55;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Closing is the last, irreversible step, so it does not read like the buttons beside it. */
|
||||||
|
.pl-action-btn--close {
|
||||||
|
color: #9b2c2c;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* A closed agent shows when, in place of the actions it no longer has. */
|
||||||
|
.am-closed-on {
|
||||||
|
font-size: 12px;
|
||||||
|
font-style: italic;
|
||||||
|
color: #9b2c2c;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-pill {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 3px 11px;
|
||||||
|
border-radius: 11px;
|
||||||
|
font-size: 0.72rem;
|
||||||
|
font-weight: 500;
|
||||||
|
line-height: 1.7;
|
||||||
|
background: #dcfce7;
|
||||||
|
color: #15803d;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-pill--off {
|
||||||
|
background: rgb(0 0 0 / 7%);
|
||||||
|
color: rgb(0 0 0 / 52%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/* An agent with no branch is an agent no branch's batch run will collect for - say so plainly
|
||||||
|
rather than showing an em dash that reads like "nothing to see here". */
|
||||||
|
.am-no-branch {
|
||||||
|
font-size: 12px;
|
||||||
|
font-style: italic;
|
||||||
|
color: #9b2c2c;
|
||||||
|
}
|
||||||
@@ -0,0 +1,147 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, OnInit, ViewChild, inject } from '@angular/core';
|
||||||
|
import { MatPaginator } from '@angular/material/paginator';
|
||||||
|
import { MatSort, MatSortHeader } from '@angular/material/sort';
|
||||||
|
import {
|
||||||
|
MatTable,
|
||||||
|
MatTableDataSource,
|
||||||
|
MatColumnDef,
|
||||||
|
MatHeaderCellDef,
|
||||||
|
MatHeaderCell,
|
||||||
|
MatCellDef,
|
||||||
|
MatCell,
|
||||||
|
MatHeaderRowDef,
|
||||||
|
MatHeaderRow,
|
||||||
|
MatRowDef,
|
||||||
|
MatRow
|
||||||
|
} from '@angular/material/table';
|
||||||
|
import { MatTooltip } from '@angular/material/tooltip';
|
||||||
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
||||||
|
import { forkJoin, of } from 'rxjs';
|
||||||
|
import { catchError } from 'rxjs/operators';
|
||||||
|
import { officesUnder } from './offices-under';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Agent Master list.
|
||||||
|
*
|
||||||
|
* The DDS collection agents on file. Follows the same list -> create/edit shape as the product lists
|
||||||
|
* and shares their stylesheet.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-agent-master',
|
||||||
|
templateUrl: './agent-master.component.html',
|
||||||
|
styleUrls: ['./agent-master.component.scss'],
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
FaIconComponent,
|
||||||
|
MatTable,
|
||||||
|
MatSort,
|
||||||
|
MatColumnDef,
|
||||||
|
MatHeaderCellDef,
|
||||||
|
MatHeaderCell,
|
||||||
|
MatSortHeader,
|
||||||
|
MatCellDef,
|
||||||
|
MatCell,
|
||||||
|
MatHeaderRowDef,
|
||||||
|
MatHeaderRow,
|
||||||
|
MatRowDef,
|
||||||
|
MatRow,
|
||||||
|
MatPaginator,
|
||||||
|
MatTooltip
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class AgentMasterComponent implements OnInit {
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private authenticationService = inject(AuthenticationService);
|
||||||
|
|
||||||
|
displayedColumns: string[] = [
|
||||||
|
'agentCode',
|
||||||
|
'clientName',
|
||||||
|
'homeBranch',
|
||||||
|
'glAccount',
|
||||||
|
'agentCity',
|
||||||
|
'agentSavingAccountNo',
|
||||||
|
'agentCurrentBalance',
|
||||||
|
'status',
|
||||||
|
'createdDate',
|
||||||
|
'actions'
|
||||||
|
];
|
||||||
|
|
||||||
|
dataSource: MatTableDataSource<any> = new MatTableDataSource<any>([]);
|
||||||
|
agents: any[] = [];
|
||||||
|
filteredCount = 0;
|
||||||
|
|
||||||
|
@ViewChild(MatPaginator, { static: true }) paginator: MatPaginator;
|
||||||
|
@ViewChild(MatSort, { static: true }) sort: MatSort;
|
||||||
|
|
||||||
|
get totalCount(): number {
|
||||||
|
return this.agents.length;
|
||||||
|
}
|
||||||
|
|
||||||
|
get activeCount(): number {
|
||||||
|
return this.agents.filter((agent) => agent.active).length;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Cash the agents are collectively holding but have not settled to a branch yet — an agent's
|
||||||
|
* balance rises on every party collection and falls when it hands the money over. Inactive agents
|
||||||
|
* count too: money still out with a retired agent is exactly what this figure is for.
|
||||||
|
*/
|
||||||
|
get totalCurrentBalance(): number {
|
||||||
|
return this.agents.reduce((sum, agent) => sum + Number(agent.agentCurrentBalance || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.loadAgents();
|
||||||
|
}
|
||||||
|
|
||||||
|
private loadAgents(): void {
|
||||||
|
const loginOfficeId = this.authenticationService.getCredentials()?.officeId;
|
||||||
|
forkJoin({
|
||||||
|
agents: this.organizationService.getAgents(),
|
||||||
|
offices: this.organizationService.getOffices().pipe(catchError(() => of([])))
|
||||||
|
}).subscribe(({ agents, offices }: any) => {
|
||||||
|
// The branch logged in to sees its own agents and those of every branch under it - Head Office,
|
||||||
|
// at the top, sees them all.
|
||||||
|
const visible = new Set(
|
||||||
|
officesUnder(Array.isArray(offices) ? offices : offices?.pageItems || [], loginOfficeId).map(
|
||||||
|
(office: any) => office.id
|
||||||
|
)
|
||||||
|
);
|
||||||
|
this.agents = (agents || []).filter(
|
||||||
|
(agent: any) => !loginOfficeId || visible.size === 0 || visible.has(agent.officeId)
|
||||||
|
);
|
||||||
|
this.dataSource = new MatTableDataSource(this.agents);
|
||||||
|
this.dataSource.paginator = this.paginator;
|
||||||
|
this.dataSource.sort = this.sort;
|
||||||
|
this.filteredCount = this.agents.length;
|
||||||
|
this.dataSource.connect().subscribe((rows) => (this.filteredCount = rows.length));
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
applyFilter(filterValue: string): void {
|
||||||
|
this.dataSource.filter = filterValue.trim().toLowerCase();
|
||||||
|
}
|
||||||
|
|
||||||
|
private static readonly MONEY = new Intl.NumberFormat('en-IN', {
|
||||||
|
minimumFractionDigits: 2,
|
||||||
|
maximumFractionDigits: 2
|
||||||
|
});
|
||||||
|
|
||||||
|
money(value: any): string {
|
||||||
|
return AgentMasterComponent.MONEY.format(Number(value || 0));
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,318 @@
|
|||||||
|
<!--
|
||||||
|
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="am-container">
|
||||||
|
<div class="am-header">
|
||||||
|
<button mat-stroked-button [routerLink]="['../']" class="am-back">
|
||||||
|
<i class="fas fa-arrow-left"></i> {{ 'labels.heading.Organization' | translate }}
|
||||||
|
</button>
|
||||||
|
<h2 class="am-header__title">Agent Master Entry</h2>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="am-card">
|
||||||
|
<form [formGroup]="agentForm">
|
||||||
|
<!--
|
||||||
|
Follows the legacy Agent Master Entry screen field for field. Entering a Client ID fills the
|
||||||
|
name, address, city, pincode and telephone from that client, as the legacy screen did, and
|
||||||
|
also defaults the home branch and stocks the two savings-account dropdowns from that client.
|
||||||
|
-->
|
||||||
|
<div class="am-section">
|
||||||
|
<div class="am-section__header">
|
||||||
|
<i class="fas fa-id-card"></i>
|
||||||
|
<h3>Agent Details</h3>
|
||||||
|
</div>
|
||||||
|
<div class="am-grid">
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Client ID or Name</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
required
|
||||||
|
formControlName="clientId"
|
||||||
|
[matAutocomplete]="clientAuto"
|
||||||
|
#clientInput
|
||||||
|
#clientTrigger="matAutocompleteTrigger"
|
||||||
|
(focus)="onClientFocus()"
|
||||||
|
placeholder="Click to see clients, or type a name or ID…"
|
||||||
|
autocomplete="off"
|
||||||
|
/>
|
||||||
|
<i matSuffix class="fas fa-search am-search-ic"></i>
|
||||||
|
<!-- Picking a client puts their id in the field, which then fills the rest as before. -->
|
||||||
|
<mat-autocomplete #clientAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||||
|
@for (client of clientOptions; track client.id) {
|
||||||
|
<mat-option [value]="client.id">
|
||||||
|
<div class="am-opt">
|
||||||
|
<span class="am-opt-id">{{ client.id }}</span>
|
||||||
|
<span class="am-opt-main">{{ client.displayName }}</span>
|
||||||
|
<span class="am-opt-sub">{{ client.officeName }}</span>
|
||||||
|
</div>
|
||||||
|
</mat-option>
|
||||||
|
}
|
||||||
|
@if (clientListIsPartial) {
|
||||||
|
<mat-option disabled class="am-opt-more">
|
||||||
|
Showing {{ clientOptions.length }} of {{ clientTotal }} — type a name to find the rest
|
||||||
|
</mat-option>
|
||||||
|
}
|
||||||
|
</mat-autocomplete>
|
||||||
|
@if (agentForm.get('clientId')?.hasError('pattern')) {
|
||||||
|
<mat-hint class="am-hint--error">Pick a client from the list</mat-hint>
|
||||||
|
} @else if (clientAlreadyAgent) {
|
||||||
|
<mat-hint class="am-hint--error">This client is already agent {{ clientAlreadyAgent }}</mat-hint>
|
||||||
|
} @else if (clientAgeProblem) {
|
||||||
|
<mat-hint class="am-hint--error">{{ clientAgeProblem }}</mat-hint>
|
||||||
|
} @else if (clientOtherBranch) {
|
||||||
|
<mat-hint class="am-hint--error">This client belongs to another branch</mat-hint>
|
||||||
|
} @else if (clientLookupFailed) {
|
||||||
|
<mat-hint class="am-hint--error">No client found with this ID</mat-hint>
|
||||||
|
} @else if (loadedClientName) {
|
||||||
|
<mat-hint>{{ loadedClientName }}</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent Code</mat-label>
|
||||||
|
<input matInput formControlName="agentCode" placeholder="Auto-generated" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field am-field--wide">
|
||||||
|
<mat-label>Agent Name ID</mat-label>
|
||||||
|
<input matInput required formControlName="agentNameId" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field am-field--wide">
|
||||||
|
<mat-label>Agent Address (Line 1)</mat-label>
|
||||||
|
<input matInput required formControlName="agentAddress1" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field am-field--wide">
|
||||||
|
<mat-label>Agent Address (Line 2)</mat-label>
|
||||||
|
<input matInput formControlName="agentAddress2" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent City</mat-label>
|
||||||
|
<input matInput required formControlName="agentCity" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent PinCode</mat-label>
|
||||||
|
<input matInput required formControlName="agentPinCode" mifosxRestrictInput="digits" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent Telephone</mat-label>
|
||||||
|
<input matInput formControlName="agentTelephone" mifosxRestrictInput="phone" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<!-- Which branch the agent collects out of: the one logged in to or a branch under it. The
|
||||||
|
option carries the office's id while showing its name, so renaming a branch later
|
||||||
|
leaves the agent where it is. -->
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Home Branch</mat-label>
|
||||||
|
<mat-select required formControlName="officeId">
|
||||||
|
@for (office of offices; track office.id) {
|
||||||
|
<mat-option [value]="office.id">{{ office.name }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
<mat-hint>The branch this agent's collections belong to</mat-hint>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<!-- The account this agent's cash sits in between collecting it and bringing it in, so a
|
||||||
|
balance left standing on it is this agent's and nobody else's. Required, and one agent
|
||||||
|
to an account - an account already taken is refused by name, not by number. Only
|
||||||
|
detail accounts are offered: a header account is a heading over others and carries no
|
||||||
|
entries of its own. -->
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>GL Account</mat-label>
|
||||||
|
<mat-select required formControlName="glAccountId">
|
||||||
|
@for (account of glAccounts; track account.id) {
|
||||||
|
<mat-option [value]="account.id">{{ account.glCode }} · {{ account.name }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
<mat-hint>This agent's collections pass through it. One agent to an account.</mat-hint>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<!-- Type first, then the number - the order the legacy screen used. The list is built from
|
||||||
|
the client's own accounts, so every type offered is one they actually hold. -->
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent Saving A/C Type</mat-label>
|
||||||
|
<mat-select
|
||||||
|
required
|
||||||
|
formControlName="agentSavingAccountType"
|
||||||
|
(selectionChange)="onSavingsAccountTypePicked()"
|
||||||
|
>
|
||||||
|
@for (accountType of savingsAccountTypes; track accountType) {
|
||||||
|
<mat-option [value]="accountType">{{ savingsAccountTypeCodes[accountType] || accountType }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
<!-- Two different reasons for an empty list, and the fix differs: enter a client, or
|
||||||
|
open them a savings account. Saying which saves a guess. -->
|
||||||
|
@if (savingsAccountTypes.length === 0) {
|
||||||
|
@if (loadedClientName) {
|
||||||
|
<mat-hint class="am-hint--error">
|
||||||
|
{{ loadedClientName }} has no savings account — commission can only be paid into one
|
||||||
|
</mat-hint>
|
||||||
|
} @else {
|
||||||
|
<mat-hint class="am-hint--error"
|
||||||
|
>Enter a Client ID first — types come from that client's own accounts</mat-hint
|
||||||
|
>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<!-- Picked from the client's own accounts, never typed: commission is paid into this
|
||||||
|
account, and a number that exists only as text is a payment with nowhere to land. -->
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent Saving A/C No</mat-label>
|
||||||
|
<mat-select required formControlName="agentSavingAccountNo">
|
||||||
|
@for (account of accountsOfChosenType; track account.id) {
|
||||||
|
<mat-option [value]="account.accountNo">{{ account.accountNo }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
@if (accountsOfChosenType.length === 0) {
|
||||||
|
<mat-hint>Choose an A/C Type first</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent Opening Date</mat-label>
|
||||||
|
<input matInput required [matDatepicker]="openingDatePicker" formControlName="agentOpeningDate" />
|
||||||
|
<mat-datepicker-toggle matIconSuffix [for]="openingDatePicker"></mat-datepicker-toggle>
|
||||||
|
<mat-datepicker #openingDatePicker></mat-datepicker>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<!-- Copied from the client, whose date of birth was taken and checked when they were opened. -->
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent Birth Date</mat-label>
|
||||||
|
<input matInput readonly [matDatepicker]="birthDatePicker" formControlName="agentBirthDate" />
|
||||||
|
<mat-datepicker #birthDatePicker></mat-datepicker>
|
||||||
|
<mat-hint>From the client's record</mat-hint>
|
||||||
|
</mat-form-field>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="am-section">
|
||||||
|
<div class="am-section__header">
|
||||||
|
<i class="fas fa-user-shield"></i>
|
||||||
|
<h3>Guarantor's Detail</h3>
|
||||||
|
<button mat-stroked-button type="button" class="am-add-guarantor" (click)="addGuarantor()">
|
||||||
|
<i class="fas fa-plus"></i> Add Guarantor
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (guarantors.length === 0) {
|
||||||
|
<p class="am-empty-guarantors">No guarantors added yet.</p>
|
||||||
|
}
|
||||||
|
|
||||||
|
@for (guarantor of guarantors.controls; track guarantor; let i = $index) {
|
||||||
|
<div class="am-guarantor-row" [formGroup]="$any(guarantor)">
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Client ID or Name</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
required
|
||||||
|
formControlName="clientId"
|
||||||
|
[matAutocomplete]="guarantorAuto"
|
||||||
|
#guarantorInput
|
||||||
|
#guarantorTrigger="matAutocompleteTrigger"
|
||||||
|
(focus)="onGuarantorFocus(guarantor, guarantorTrigger, guarantorInput)"
|
||||||
|
placeholder="Click to see clients, or type…"
|
||||||
|
autocomplete="off"
|
||||||
|
/>
|
||||||
|
<i matSuffix class="fas fa-search am-search-ic"></i>
|
||||||
|
<mat-autocomplete #guarantorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||||
|
@for (client of guarantorOptionsFor(guarantor); track client.id) {
|
||||||
|
<mat-option [value]="client.id">
|
||||||
|
<div class="am-opt">
|
||||||
|
<span class="am-opt-id">{{ client.id }}</span>
|
||||||
|
<span class="am-opt-main">{{ client.displayName }}</span>
|
||||||
|
<span class="am-opt-sub">{{ client.officeName }}</span>
|
||||||
|
</div>
|
||||||
|
</mat-option>
|
||||||
|
}
|
||||||
|
</mat-autocomplete>
|
||||||
|
<!-- Shown as soon as it is keyed, not only after leaving the field. -->
|
||||||
|
@if (guarantor.get('clientId')?.hasError('selfGuarantor')) {
|
||||||
|
<mat-hint class="am-hint--error">The agent cannot be their own guarantor</mat-hint>
|
||||||
|
} @else if (guarantor.get('clientId')?.hasError('duplicateGuarantor')) {
|
||||||
|
<mat-hint class="am-hint--error">This client is already a guarantor above</mat-hint>
|
||||||
|
} @else if (guarantor.get('clientId')?.hasError('pattern')) {
|
||||||
|
<mat-hint class="am-hint--error">Pick a client from the list</mat-hint>
|
||||||
|
}
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Guarantor Name</mat-label>
|
||||||
|
<input matInput required formControlName="guarantorName" />
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Address 1</mat-label>
|
||||||
|
<input matInput required formControlName="address1" />
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Address 2</mat-label>
|
||||||
|
<input matInput formControlName="address2" />
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>City</mat-label>
|
||||||
|
<input matInput required formControlName="city" />
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Pin Code</mat-label>
|
||||||
|
<input matInput required formControlName="pinCode" mifosxRestrictInput="digits" />
|
||||||
|
</mat-form-field>
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Telephone</mat-label>
|
||||||
|
<input matInput formControlName="telephone" mifosxRestrictInput="phone" />
|
||||||
|
</mat-form-field>
|
||||||
|
<button
|
||||||
|
mat-icon-button
|
||||||
|
type="button"
|
||||||
|
class="am-remove-guarantor"
|
||||||
|
(click)="removeGuarantor(i)"
|
||||||
|
matTooltip="Remove guarantor"
|
||||||
|
>
|
||||||
|
<i class="fas fa-trash"></i>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="am-section">
|
||||||
|
<div class="am-section__header">
|
||||||
|
<i class="fas fa-balance-scale"></i>
|
||||||
|
<h3>Balances</h3>
|
||||||
|
</div>
|
||||||
|
<div class="am-grid">
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent Current Balance</mat-label>
|
||||||
|
<input matInput formControlName="agentCurrentBalance" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="am-field">
|
||||||
|
<mat-label>Agent Opening Balance</mat-label>
|
||||||
|
<input matInput type="number" formControlName="agentOpeningBalance" />
|
||||||
|
</mat-form-field>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="am-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-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
[disabled]="agentForm.invalid || clientOtherBranch || !!clientAlreadyAgent || !!clientAgeProblem"
|
||||||
|
(click)="save()"
|
||||||
|
>
|
||||||
|
Save
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</form>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,191 @@
|
|||||||
|
/**
|
||||||
|
* 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;
|
||||||
|
|
||||||
|
.am-container {
|
||||||
|
max-width: 1040px;
|
||||||
|
margin: 0 auto;
|
||||||
|
padding: 24px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 16px;
|
||||||
|
margin-bottom: 20px;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-back {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-card {
|
||||||
|
background: var(--md-sys-color-surface, #fff);
|
||||||
|
border-radius: 8px;
|
||||||
|
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||||
|
padding: 8px 24px 24px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-section {
|
||||||
|
padding: 20px 0;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
|
||||||
|
&:last-of-type {
|
||||||
|
border-bottom: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__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;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-grid {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(3, 1fr);
|
||||||
|
gap: 8px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-field {
|
||||||
|
width: 100%;
|
||||||
|
|
||||||
|
&--wide {
|
||||||
|
grid-column: span 2;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-add-guarantor {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-empty-guarantors {
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
font-size: 14px;
|
||||||
|
margin: 0 0 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-guarantor-row {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(7, 1fr) auto;
|
||||||
|
gap: 8px 12px;
|
||||||
|
align-items: start;
|
||||||
|
padding: 10px 0;
|
||||||
|
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||||
|
|
||||||
|
&:first-of-type {
|
||||||
|
border-top: none;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-limit-row {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(3, 1fr) auto;
|
||||||
|
gap: 8px 12px;
|
||||||
|
align-items: start;
|
||||||
|
padding: 10px 0;
|
||||||
|
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||||
|
|
||||||
|
&:first-of-type {
|
||||||
|
border-top: none;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-remove-guarantor {
|
||||||
|
color: #b91c1c;
|
||||||
|
margin-top: 8px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-action-bar {
|
||||||
|
display: flex;
|
||||||
|
justify-content: flex-end;
|
||||||
|
gap: 12px;
|
||||||
|
margin-top: 20px;
|
||||||
|
padding-top: 16px;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Client ID lookup came back empty — the officer typed an id that doesn't exist. */
|
||||||
|
.am-hint--error {
|
||||||
|
color: #b3261e;
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 900px) {
|
||||||
|
.am-grid {
|
||||||
|
grid-template-columns: repeat(2, 1fr);
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-guarantor-row,
|
||||||
|
.am-limit-row {
|
||||||
|
grid-template-columns: repeat(2, 1fr);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* One row of the client search list: the id, the name, and the branch - as on the Party form. */
|
||||||
|
.am-opt {
|
||||||
|
display: flex;
|
||||||
|
align-items: baseline;
|
||||||
|
gap: 10px;
|
||||||
|
overflow: hidden;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-opt-more {
|
||||||
|
font-size: 0.75rem;
|
||||||
|
font-style: italic;
|
||||||
|
opacity: 0.75;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-opt-id {
|
||||||
|
flex: 0 0 auto;
|
||||||
|
min-width: 52px;
|
||||||
|
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||||
|
font-size: 0.78rem;
|
||||||
|
color: #0f766e;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-opt-main {
|
||||||
|
flex: 1 1 auto;
|
||||||
|
min-width: 8rem;
|
||||||
|
overflow: hidden;
|
||||||
|
text-overflow: ellipsis;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-opt-sub {
|
||||||
|
flex: 0 1 auto;
|
||||||
|
min-width: 0;
|
||||||
|
overflow: hidden;
|
||||||
|
text-overflow: ellipsis;
|
||||||
|
white-space: nowrap;
|
||||||
|
font-size: 0.75rem;
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.am-search-ic {
|
||||||
|
margin-right: 8px;
|
||||||
|
color: rgb(0 0 0 / 40%);
|
||||||
|
}
|
||||||
@@ -0,0 +1,929 @@
|
|||||||
|
/**
|
||||||
|
* 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 { ChangeDetectorRef, Component, ElementRef, OnInit, ViewChild, inject } from '@angular/core';
|
||||||
|
import {
|
||||||
|
UntypedFormBuilder,
|
||||||
|
UntypedFormGroup,
|
||||||
|
UntypedFormArray,
|
||||||
|
Validators,
|
||||||
|
ValidatorFn,
|
||||||
|
AbstractControl,
|
||||||
|
ValidationErrors
|
||||||
|
} from '@angular/forms';
|
||||||
|
import { ActivatedRoute, Router } from '@angular/router';
|
||||||
|
import { debounceTime, distinctUntilChanged } from 'rxjs/operators';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { AccountingService } from 'app/accounting/accounting.service';
|
||||||
|
import { SystemService } from 'app/system/system.service';
|
||||||
|
import { ClientsService } from 'app/clients/clients.service';
|
||||||
|
import { SettingsService } from 'app/settings/settings.service';
|
||||||
|
import { Dates } from 'app/core/utils/dates';
|
||||||
|
import { AlertService } from 'app/core/alert/alert.service';
|
||||||
|
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
||||||
|
|
||||||
|
/** Custom Directives */
|
||||||
|
import { RestrictInputDirective } from 'app/directives/restrict-input.directive';
|
||||||
|
import { MatAutocompleteModule, MatAutocompleteTrigger } from '@angular/material/autocomplete';
|
||||||
|
import { searchClientsAnyCase } from 'app/deposits/party-master/client-search';
|
||||||
|
import { officesUnder } from '../offices-under';
|
||||||
|
|
||||||
|
/** Writes a value into a form group only when there is something to write. */
|
||||||
|
function setGroupField(group: UntypedFormGroup, controlName: string, value: any): void {
|
||||||
|
if (value === null || value === undefined || value === '') {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
group.get(controlName)?.setValue(String(value));
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Agent Master Entry component.
|
||||||
|
*
|
||||||
|
* A DDS collection agent — either a person or an institution — registered with its own settlement
|
||||||
|
* savings account and one or more guarantors. Modelled on the legacy Agent Master Entry screen, field
|
||||||
|
* for field.
|
||||||
|
*
|
||||||
|
* Entering a Client ID fills the name, address, city, pincode and telephone from that client, the way
|
||||||
|
* the legacy screen did, defaults the home branch to that client's office, and stocks the account
|
||||||
|
* type and account number dropdowns from that client's own accounts. Filled fields stay editable.
|
||||||
|
*
|
||||||
|
* Backed by its own DDS Agent API (`/dds/agents`) — independent of Staff/Client CRUD, per the DDS
|
||||||
|
* agent/commission hierarchy being genuinely new feature work.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-create-agent',
|
||||||
|
templateUrl: './create-agent.component.html',
|
||||||
|
styleUrls: ['./create-agent.component.scss'],
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
// See the Party form: an unimported directive is ignored without a word.
|
||||||
|
RestrictInputDirective,
|
||||||
|
MatAutocompleteModule
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class CreateAgentComponent implements OnInit {
|
||||||
|
private formBuilder = inject(UntypedFormBuilder);
|
||||||
|
private router = inject(Router);
|
||||||
|
private route = inject(ActivatedRoute);
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private clientsService = inject(ClientsService);
|
||||||
|
private accountingService = inject(AccountingService);
|
||||||
|
private systemService = inject(SystemService);
|
||||||
|
private settingsService = inject(SettingsService);
|
||||||
|
private dateUtils = inject(Dates);
|
||||||
|
private alertService = inject(AlertService);
|
||||||
|
private authenticationService = inject(AuthenticationService);
|
||||||
|
private changeDetector = inject(ChangeDetectorRef);
|
||||||
|
|
||||||
|
/** The agent's client field and its list, so a list that arrives late can still be opened. */
|
||||||
|
@ViewChild('clientTrigger') clientTrigger?: MatAutocompleteTrigger;
|
||||||
|
@ViewChild('clientInput') clientInput?: ElementRef<HTMLInputElement>;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The branch the officer is logged in to. An agent is opened there and nowhere else: the Home
|
||||||
|
* Branch list offers only it, and only its clients can be picked.
|
||||||
|
*/
|
||||||
|
private readonly loginOfficeId: number | null = this.authenticationService.getCredentials()?.officeId ?? null;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The branch the agent is being opened for - the one picked in Home Branch, the login branch until
|
||||||
|
* then. Its clients are the ones offered, since an agent collects for the branch they belong to.
|
||||||
|
*/
|
||||||
|
private get branchOfficeId(): number | null {
|
||||||
|
return Number(this.agentForm?.get('officeId')?.value) || this.loginOfficeId;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Set when the client keyed belongs to another branch, which cannot be made an agent here. */
|
||||||
|
clientOtherBranch = false;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The code of the agent the keyed client already is, if any. One client is one agent, so they are
|
||||||
|
* left out of the list and refused when typed.
|
||||||
|
*/
|
||||||
|
clientAlreadyAgent = '';
|
||||||
|
private agentCodeByClientId: Record<string, string> = {};
|
||||||
|
|
||||||
|
/** Why the picked client's age rules them out as an agent, or empty when it does not. */
|
||||||
|
clientAgeProblem = '';
|
||||||
|
/** The ages an agent is taken on at, matching the rule the server applies. */
|
||||||
|
private static readonly MIN_AGENT_AGE = 16;
|
||||||
|
private static readonly MAX_AGENT_AGE = 60;
|
||||||
|
|
||||||
|
/** The agent's client list without the clients who are already agents. */
|
||||||
|
private notYetAgents(clients: any[]): any[] {
|
||||||
|
return clients.filter((client: any) => !this.agentCodeByClientId[String(client.id)]);
|
||||||
|
}
|
||||||
|
|
||||||
|
agentId: number | null = null;
|
||||||
|
|
||||||
|
/** Shown under the Client ID field once a client has been resolved. */
|
||||||
|
loadedClientName = '';
|
||||||
|
clientLookupFailed = false;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Clients to pick from, as on the Party form: the first page when the field is focused, then
|
||||||
|
* whatever matches what has been typed. An officer knows the agent's name, rarely their client id.
|
||||||
|
*/
|
||||||
|
clientOptions: any[] = [];
|
||||||
|
private initialClients: any[] = [];
|
||||||
|
private static readonly CLIENT_LIST_SIZE = 50;
|
||||||
|
clientTotal = 0;
|
||||||
|
showingClientList = false;
|
||||||
|
|
||||||
|
get clientListIsPartial(): boolean {
|
||||||
|
return this.showingClientList && this.clientTotal > this.clientOptions.length;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The client's own open savings accounts, fetched once the client is resolved. The commission
|
||||||
|
* account is picked from these rather than typed, so it is always an account that exists and
|
||||||
|
* always belongs to this agent.
|
||||||
|
*/
|
||||||
|
clientSavingsAccounts: any[] = [];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The account types this client actually holds, taken from their own accounts rather than a fixed
|
||||||
|
* list. A fixed list would offer types the client has nothing under, and its wording would have to
|
||||||
|
* match the product names by hand for the filter below to work at all.
|
||||||
|
*/
|
||||||
|
savingsAccountTypes: string[] = [];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Each type's product code, which is what the dropdown shows. The type is still saved by its name,
|
||||||
|
* as before, so what other screens and reports read is unchanged.
|
||||||
|
*/
|
||||||
|
savingsAccountTypeCodes: Record<string, string> = {};
|
||||||
|
|
||||||
|
/** Fineract's deposit-account kinds: 100 savings, 200 fixed deposit, 300 recurring deposit. */
|
||||||
|
private static readonly SAVINGS_DEPOSIT_TYPE = 100;
|
||||||
|
|
||||||
|
/** Branches, for the Home Branch field. Defaulted from the client's own office. */
|
||||||
|
offices: any[] = [];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The ledger accounts an agent's collections may pass through. Header accounts are left out: they
|
||||||
|
* are headings over other accounts and carry no entries, so offering one only leads to a refusal.
|
||||||
|
*/
|
||||||
|
glAccounts: any[] = [];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The savings product a DDS customer's own scheme account is opened under, read from the setting
|
||||||
|
* that names it rather than guessed from a product name a bank is free to change.
|
||||||
|
*
|
||||||
|
* Held so those accounts can be kept out of the agent's own list. They are savings accounts and
|
||||||
|
* pass every other test, but they belong to a customer's scheme: commission paid into one would be
|
||||||
|
* counted as that customer's deposits by every interest run afterwards. The server refuses it
|
||||||
|
* either way - this is so the choice is never offered rather than taken and then thrown back.
|
||||||
|
*/
|
||||||
|
private ddsProductId: number | null = null;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The accounts on offer once a type has been chosen. Type is asked first, as the legacy screen
|
||||||
|
* did, so the officer narrows to a kind of account and then picks one of that kind.
|
||||||
|
*/
|
||||||
|
get accountsOfChosenType(): any[] {
|
||||||
|
const chosenType = this.agentForm?.get('agentSavingAccountType')?.value;
|
||||||
|
if (!chosenType) {
|
||||||
|
return [];
|
||||||
|
}
|
||||||
|
return this.clientSavingsAccounts.filter((account: any) => account.productName === chosenType);
|
||||||
|
}
|
||||||
|
|
||||||
|
agentForm: UntypedFormGroup = this.formBuilder.group({
|
||||||
|
clientId: [
|
||||||
|
'',
|
||||||
|
// A name typed to search with is not a client; only an id picked or keyed saves.
|
||||||
|
[
|
||||||
|
Validators.required,
|
||||||
|
Validators.pattern(/^\d+$/)
|
||||||
|
]
|
||||||
|
],
|
||||||
|
agentCode: [
|
||||||
|
{
|
||||||
|
value: '',
|
||||||
|
disabled: true
|
||||||
|
}
|
||||||
|
],
|
||||||
|
agentNameId: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
agentAddress1: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
agentAddress2: [''],
|
||||||
|
agentCity: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
agentPinCode: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
agentTelephone: [''],
|
||||||
|
// Which branch this agent collects out of. Holds the office's id, not its name - the name is
|
||||||
|
// only what the dropdown shows. The DDS batch runs filter by it.
|
||||||
|
officeId: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
// Asked before the account number, which is then narrowed to accounts of this type.
|
||||||
|
agentSavingAccountType: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
agentSavingAccountNo: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
agentOpeningDate: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
// Filled from the client, whose date of birth was checked when they were opened.
|
||||||
|
agentBirthDate: [''],
|
||||||
|
agentCurrentBalance: [
|
||||||
|
{
|
||||||
|
value: 0,
|
||||||
|
disabled: true
|
||||||
|
}
|
||||||
|
],
|
||||||
|
agentOpeningBalance: [0],
|
||||||
|
/*
|
||||||
|
* Required. An agent sharing the scheme's one account leaves a balance that says money is
|
||||||
|
* outstanding without saying whose - which is exactly what this field was added to answer.
|
||||||
|
*/
|
||||||
|
glAccountId: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
guarantors: this.formBuilder.array([])
|
||||||
|
});
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
// A different branch has different clients: the list is read again, and a client already keyed
|
||||||
|
// is checked against the new branch.
|
||||||
|
this.agentForm
|
||||||
|
.get('officeId')
|
||||||
|
?.valueChanges.pipe(distinctUntilChanged())
|
||||||
|
.subscribe(() => {
|
||||||
|
this.initialClients = [];
|
||||||
|
if (!this.agentId && this.agentForm.get('clientId')?.value) {
|
||||||
|
this.loadClient();
|
||||||
|
}
|
||||||
|
});
|
||||||
|
// Who is already an agent, so they are neither offered nor accepted as a new one.
|
||||||
|
this.organizationService.getAgents().subscribe({
|
||||||
|
next: (agents: any[]) => {
|
||||||
|
this.agentCodeByClientId = {};
|
||||||
|
for (const agent of agents || []) {
|
||||||
|
if (agent.active !== false && agent.clientId != null) {
|
||||||
|
this.agentCodeByClientId[String(agent.clientId)] = agent.agentCode;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
},
|
||||||
|
error: () => (this.agentCodeByClientId = {})
|
||||||
|
});
|
||||||
|
|
||||||
|
this.organizationService.getOffices().subscribe({
|
||||||
|
next: (offices: any) => {
|
||||||
|
const all = Array.isArray(offices) ? offices : offices?.pageItems || [];
|
||||||
|
// The branch logged in to and every branch under it - Head Office, at the top, sees them all.
|
||||||
|
this.offices = officesUnder(all, this.loginOfficeId);
|
||||||
|
if (!this.agentId && this.offices.some((office: any) => office.id === this.loginOfficeId)) {
|
||||||
|
this.agentForm.get('officeId')?.setValue(this.loginOfficeId);
|
||||||
|
}
|
||||||
|
},
|
||||||
|
error: () => (this.offices = [])
|
||||||
|
});
|
||||||
|
|
||||||
|
this.systemService.getConfigurationByName('dds-deposit-product').subscribe({
|
||||||
|
next: (config: any) => {
|
||||||
|
this.ddsProductId = config?.enabled && config?.value ? Number(config.value) : null;
|
||||||
|
// The client may already have been keyed while this was in flight, so the list is rebuilt
|
||||||
|
// rather than left showing an account this now knows to exclude.
|
||||||
|
const clientId = this.agentForm.get('clientId')?.value;
|
||||||
|
if (clientId) {
|
||||||
|
this.loadClientSavingsAccounts(String(clientId));
|
||||||
|
}
|
||||||
|
},
|
||||||
|
error: () => (this.ddsProductId = null)
|
||||||
|
});
|
||||||
|
|
||||||
|
this.accountingService.getChartOfAccounts().subscribe({
|
||||||
|
next: (accounts: any) => {
|
||||||
|
const rows = Array.isArray(accounts) ? accounts : accounts?.pageItems || [];
|
||||||
|
// usage 1 is a detail account, 2 a header. Disabled accounts refuse every posting, so an
|
||||||
|
// agent pointed at one would fail on their first collection rather than here.
|
||||||
|
this.glAccounts = rows.filter((a: any) => a.usage?.id === 1 && !a.disabled);
|
||||||
|
},
|
||||||
|
error: () => (this.glAccounts = [])
|
||||||
|
});
|
||||||
|
|
||||||
|
// An id in the route means this is an edit; load that agent into the form.
|
||||||
|
const routeId = this.route.snapshot.paramMap.get('agentId');
|
||||||
|
if (routeId) {
|
||||||
|
this.organizationService.getAgent(routeId).subscribe((agent: any) => this.patchFormFromAgent(agent));
|
||||||
|
}
|
||||||
|
|
||||||
|
// Fill the client-derived fields as soon as typing settles - no need to tab out of the field.
|
||||||
|
this.agentForm
|
||||||
|
.get('clientId')
|
||||||
|
?.valueChanges.pipe(debounceTime(500), distinctUntilChanged())
|
||||||
|
.subscribe((value) => {
|
||||||
|
const typed = String(value ?? '').trim();
|
||||||
|
// A name is something to search for, not a client yet - the fields stay until one is picked.
|
||||||
|
if (typed && !/^\d+$/.test(typed)) {
|
||||||
|
this.searchClients(typed);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
if (!typed) {
|
||||||
|
this.showClientList();
|
||||||
|
}
|
||||||
|
this.loadClient();
|
||||||
|
// A guarantor row that was fine may now be the agent itself, or the other way round.
|
||||||
|
for (const row of this.guarantors.controls) {
|
||||||
|
row.get('clientId')?.updateValueAndValidity();
|
||||||
|
// And the agent's own client leaves (or rejoins) each row's list.
|
||||||
|
if (!row.get('clientId')?.value) {
|
||||||
|
this.setGuarantorOptions(row, this.eligibleGuarantors(row, this.initialClients));
|
||||||
|
}
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
get guarantors(): UntypedFormArray {
|
||||||
|
return this.agentForm.get('guarantors') as UntypedFormArray;
|
||||||
|
}
|
||||||
|
|
||||||
|
private buildGuarantorGroup(): UntypedFormGroup {
|
||||||
|
const group = this.formBuilder.group({
|
||||||
|
clientId: [
|
||||||
|
'',
|
||||||
|
[
|
||||||
|
Validators.required,
|
||||||
|
Validators.pattern(/^\d+$/),
|
||||||
|
this.notTheAgentItself(),
|
||||||
|
this.notAlreadyAGuarantor()
|
||||||
|
]
|
||||||
|
],
|
||||||
|
guarantorName: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
address1: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
address2: [''],
|
||||||
|
city: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
pinCode: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
telephone: ['']
|
||||||
|
});
|
||||||
|
|
||||||
|
// A guarantor is a client too, so its row fills from the client the same way the agent's does.
|
||||||
|
// Searched by name like the agent's own client field; a picked or keyed id fills the row.
|
||||||
|
group
|
||||||
|
.get('clientId')
|
||||||
|
?.valueChanges.pipe(debounceTime(500), distinctUntilChanged())
|
||||||
|
.subscribe((value) => {
|
||||||
|
const typed = String(value ?? '').trim();
|
||||||
|
if (typed && !/^\d+$/.test(typed)) {
|
||||||
|
searchClientsAnyCase(this.clientsService, typed).subscribe((found: any[]) => {
|
||||||
|
this.setGuarantorOptions(group, this.eligibleGuarantors(group, found).slice(0, 25));
|
||||||
|
const panel = (group as any).panel;
|
||||||
|
this.openWhenFocused(panel?.trigger, panel?.input);
|
||||||
|
});
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.setGuarantorOptions(group, []);
|
||||||
|
this.loadGuarantorClient(group, typed);
|
||||||
|
if (!typed) {
|
||||||
|
// Emptied: the list comes back rather than leaving nothing to pick from.
|
||||||
|
this.onGuarantorFocus(group);
|
||||||
|
}
|
||||||
|
// Two rows naming the same client: the other row's check has to be run again too.
|
||||||
|
for (const row of this.guarantors.controls) {
|
||||||
|
if (row !== group) {
|
||||||
|
row.get('clientId')?.updateValueAndValidity({ emitEvent: false });
|
||||||
|
}
|
||||||
|
}
|
||||||
|
});
|
||||||
|
|
||||||
|
return group;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Each guarantor row's list lives on the row itself, as a plain array the template reads - the same
|
||||||
|
* way the agent's own list works - so one row's typing never fills another's.
|
||||||
|
*/
|
||||||
|
private setGuarantorOptions(group: AbstractControl, options: any[]): void {
|
||||||
|
(group as any).clientOptions = options;
|
||||||
|
}
|
||||||
|
|
||||||
|
guarantorOptionsFor(group: AbstractControl): any[] {
|
||||||
|
return (group as any).clientOptions || GUARANTOR_NO_OPTIONS;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Opens the client list on a guarantor row as soon as it is focused, as the agent's field does.
|
||||||
|
* The list is filled before the panel is asked to open, since a panel opened empty stays shut.
|
||||||
|
*/
|
||||||
|
onGuarantorFocus(group: AbstractControl, trigger?: MatAutocompleteTrigger, input?: HTMLElement): void {
|
||||||
|
if (trigger) {
|
||||||
|
// Kept so a search answered later can open this row's list too.
|
||||||
|
(group as any).panel = { trigger, input };
|
||||||
|
}
|
||||||
|
if (group.get('clientId')?.value) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
const show = () => {
|
||||||
|
this.setGuarantorOptions(group, this.eligibleGuarantors(group, this.initialClients));
|
||||||
|
const panel = (group as any).panel;
|
||||||
|
this.openWhenFocused(panel?.trigger, panel?.input);
|
||||||
|
};
|
||||||
|
if (this.initialClients.length > 0) {
|
||||||
|
show();
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.clientsService.getFilteredClients('displayName', 'ASC', false, '', this.branchOfficeId).subscribe({
|
||||||
|
next: (response: any) => {
|
||||||
|
const found = response?.pageItems || response || [];
|
||||||
|
this.initialClients = Array.isArray(found) ? found.slice(0, CreateAgentComponent.CLIENT_LIST_SIZE) : [];
|
||||||
|
this.clientTotal = response?.totalFilteredRecords ?? this.initialClients.length;
|
||||||
|
show();
|
||||||
|
},
|
||||||
|
error: () => undefined
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Clients who can stand guarantor on this row: not the agent, and not already on another row. */
|
||||||
|
private eligibleGuarantors(group: AbstractControl, found: any[]): any[] {
|
||||||
|
const agentClientId = String(this.agentForm.get('clientId')?.value ?? '');
|
||||||
|
const taken = new Set(
|
||||||
|
this.guarantors.controls.filter((row) => row !== group).map((row) => String(row.get('clientId')?.value ?? ''))
|
||||||
|
);
|
||||||
|
return found.filter((client: any) => String(client.id) !== agentClientId && !taken.has(String(client.id)));
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The same client cannot guarantee one agent twice - it counts as one guarantee, not two. */
|
||||||
|
private notAlreadyAGuarantor(): ValidatorFn {
|
||||||
|
return (control: AbstractControl): ValidationErrors | null => {
|
||||||
|
if (!control.value || !this.agentForm) {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
const repeated = this.guarantors.controls.some(
|
||||||
|
(row) => row.get('clientId') !== control && String(row.get('clientId')?.value) === String(control.value)
|
||||||
|
);
|
||||||
|
return repeated ? { duplicateGuarantor: true } : null;
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* An agent cannot stand guarantor for itself - a guarantee is only worth something if it comes
|
||||||
|
* from someone else.
|
||||||
|
*/
|
||||||
|
private notTheAgentItself(): ValidatorFn {
|
||||||
|
return (control: AbstractControl): ValidationErrors | null => {
|
||||||
|
const agentClientId = this.agentForm?.get('clientId')?.value;
|
||||||
|
if (!control.value || !agentClientId) {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
return String(control.value) === String(agentClientId) ? { selfGuarantor: true } : null;
|
||||||
|
};
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Refills a guarantor row from its Client ID, mirroring the agent's own client lookup. */
|
||||||
|
private loadGuarantorClient(group: UntypedFormGroup, clientId: any): void {
|
||||||
|
for (const controlName of [
|
||||||
|
'guarantorName',
|
||||||
|
'telephone',
|
||||||
|
'address1',
|
||||||
|
'address2',
|
||||||
|
'city',
|
||||||
|
'pinCode'
|
||||||
|
]) {
|
||||||
|
group.get(controlName)?.setValue('');
|
||||||
|
}
|
||||||
|
if (!clientId) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
this.clientsService.getClientData(String(clientId), true).subscribe({
|
||||||
|
next: (client: any) => {
|
||||||
|
setGroupField(group, 'guarantorName', client?.displayName);
|
||||||
|
setGroupField(group, 'telephone', client?.mobileNo);
|
||||||
|
this.clientsService.getClientAddressData(String(clientId), true).subscribe({
|
||||||
|
next: (addresses: any) => {
|
||||||
|
const address = Array.isArray(addresses) ? addresses[0] : addresses;
|
||||||
|
if (!address) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
setGroupField(group, 'address1', address.addressLine1 || address.street);
|
||||||
|
setGroupField(group, 'address2', address.addressLine2);
|
||||||
|
setGroupField(group, 'city', address.city);
|
||||||
|
setGroupField(group, 'pinCode', address.postalCode);
|
||||||
|
},
|
||||||
|
error: () => undefined
|
||||||
|
});
|
||||||
|
},
|
||||||
|
// An id that matches no client just leaves the row for the officer to fill in.
|
||||||
|
error: () => undefined
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
addGuarantor(): void {
|
||||||
|
const group = this.buildGuarantorGroup();
|
||||||
|
this.guarantors.push(group);
|
||||||
|
// Ready before the field is ever focused, so the list is there the moment it is clicked.
|
||||||
|
this.setGuarantorOptions(group, this.eligibleGuarantors(group, this.initialClients));
|
||||||
|
}
|
||||||
|
|
||||||
|
removeGuarantor(index: number): void {
|
||||||
|
this.guarantors.removeAt(index);
|
||||||
|
// A row that clashed with the removed one no longer does.
|
||||||
|
for (const row of this.guarantors.controls) {
|
||||||
|
row.get('clientId')?.updateValueAndValidity({ emitEvent: false });
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The fields the legacy screen filled from the client, rather than asking the officer for. */
|
||||||
|
private static readonly CLIENT_DERIVED_FIELDS = [
|
||||||
|
'agentNameId',
|
||||||
|
'agentTelephone',
|
||||||
|
'agentAddress1',
|
||||||
|
'agentAddress2',
|
||||||
|
'agentCity',
|
||||||
|
'agentPinCode'
|
||||||
|
];
|
||||||
|
|
||||||
|
/** Opens the client list when the field is focused, unless a client is already in it. */
|
||||||
|
onClientFocus(): void {
|
||||||
|
if (this.agentId || this.agentForm.get('clientId')?.value) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.showClientList();
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Shows the first page of clients, fetching it the first time it is asked for. */
|
||||||
|
private showClientList(): void {
|
||||||
|
if (this.agentId) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
if (this.initialClients.length > 0) {
|
||||||
|
this.showingClientList = true;
|
||||||
|
this.clientOptions = this.notYetAgents(this.initialClients);
|
||||||
|
this.openWhenFocused(this.clientTrigger, this.clientInput?.nativeElement);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
// The chosen branch's clients only, since an agent is opened for the branch they belong to.
|
||||||
|
this.clientsService.getFilteredClients('displayName', 'ASC', false, '', this.branchOfficeId).subscribe({
|
||||||
|
next: (response: any) => {
|
||||||
|
const found = response?.pageItems || response || [];
|
||||||
|
this.initialClients = Array.isArray(found) ? found.slice(0, CreateAgentComponent.CLIENT_LIST_SIZE) : [];
|
||||||
|
this.clientTotal = response?.totalFilteredRecords ?? this.initialClients.length;
|
||||||
|
this.showingClientList = true;
|
||||||
|
this.clientOptions = this.notYetAgents(this.initialClients);
|
||||||
|
this.openWhenFocused(this.clientTrigger, this.clientInput?.nativeElement);
|
||||||
|
},
|
||||||
|
// A failed list is not a failed screen - the id can still be typed.
|
||||||
|
error: () => (this.clientOptions = [])
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
private searchClients(term: string): void {
|
||||||
|
searchClientsAnyCase(this.clientsService, term, this.branchOfficeId).subscribe((found: any[]) => {
|
||||||
|
this.showingClientList = false;
|
||||||
|
this.clientOptions = this.notYetAgents(found).slice(0, 25);
|
||||||
|
this.openWhenFocused(this.clientTrigger, this.clientInput?.nativeElement);
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Shows a list that has just arrived. An autocomplete opened while its list was still empty stays
|
||||||
|
* shut when the options come in, so the screen is refreshed and the panel opened again - but only
|
||||||
|
* on the field still being typed in, never one the officer has moved on from.
|
||||||
|
*/
|
||||||
|
private openWhenFocused(trigger?: MatAutocompleteTrigger, input?: HTMLElement): void {
|
||||||
|
this.changeDetector.detectChanges();
|
||||||
|
if (trigger && input && document.activeElement === input) {
|
||||||
|
trigger.openPanel();
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Refills the client-derived fields whenever the Client ID changes, as the legacy screen did.
|
||||||
|
* They always show the client currently entered: changing the id replaces them, clearing it
|
||||||
|
* empties them.
|
||||||
|
*/
|
||||||
|
loadClient(): void {
|
||||||
|
if (this.agentId) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.clearClientDerivedFields();
|
||||||
|
this.agentForm.get('agentBirthDate')?.setValue('');
|
||||||
|
this.loadedClientName = '';
|
||||||
|
this.clientLookupFailed = false;
|
||||||
|
// A different client has different accounts, so anything picked for the previous one is stale.
|
||||||
|
this.clientSavingsAccounts = [];
|
||||||
|
this.savingsAccountTypes = [];
|
||||||
|
this.agentForm.get('agentSavingAccountType')?.setValue('');
|
||||||
|
this.agentForm.get('agentSavingAccountNo')?.setValue('');
|
||||||
|
|
||||||
|
this.clientOtherBranch = false;
|
||||||
|
this.clientAlreadyAgent = '';
|
||||||
|
this.clientAgeProblem = '';
|
||||||
|
const clientId = this.agentForm.get('clientId')?.value;
|
||||||
|
if (!clientId) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
// One client is one agent: someone already on the books is not made a second agent.
|
||||||
|
this.clientAlreadyAgent = this.agentCodeByClientId[String(clientId)] || '';
|
||||||
|
if (this.clientAlreadyAgent) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.clientsService.getClientData(String(clientId), true).subscribe({
|
||||||
|
next: (client: any) => {
|
||||||
|
// An agent is opened at the branch chosen, from that branch's own clients.
|
||||||
|
if (this.branchOfficeId && client?.officeId && Number(client.officeId) !== this.branchOfficeId) {
|
||||||
|
this.clientOtherBranch = true;
|
||||||
|
this.loadedClientName = '';
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.loadedClientName = client?.displayName || '';
|
||||||
|
this.setField('agentNameId', client?.displayName);
|
||||||
|
this.setField('agentTelephone', client?.mobileNo);
|
||||||
|
// The client's own date of birth, already taken and checked when the client was opened -
|
||||||
|
// copied across rather than keyed again.
|
||||||
|
const birthDate = asDate(client?.dateOfBirth);
|
||||||
|
this.agentForm.get('agentBirthDate')?.setValue(birthDate);
|
||||||
|
// Agents are taken on at 16 to 59 - said here, before the rest is filled in, not on Save.
|
||||||
|
const age = ageOn(birthDate, new Date());
|
||||||
|
this.clientAgeProblem =
|
||||||
|
age === null
|
||||||
|
? 'This client has no date of birth on record'
|
||||||
|
: age < CreateAgentComponent.MIN_AGENT_AGE || age >= CreateAgentComponent.MAX_AGENT_AGE
|
||||||
|
? `Age is ${age}. An agent must be ${CreateAgentComponent.MIN_AGENT_AGE} to ${CreateAgentComponent.MAX_AGENT_AGE - 1} years old`
|
||||||
|
: '';
|
||||||
|
this.loadClientAddress(String(clientId));
|
||||||
|
this.loadClientSavingsAccounts(String(clientId));
|
||||||
|
},
|
||||||
|
error: () => {
|
||||||
|
this.clientLookupFailed = true;
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The client's own open savings accounts, to be picked from rather than typed.
|
||||||
|
*
|
||||||
|
* The account number used to be free text, and the live data showed the cost: agent AG0001 carried
|
||||||
|
* "1234567890", which matches no account at all - so every commission recorded against it had
|
||||||
|
* nowhere to go. Offering only the client's real accounts makes that impossible to key, and the
|
||||||
|
* account number then carries its correct product prefix by construction rather than by memory.
|
||||||
|
*/
|
||||||
|
private loadClientSavingsAccounts(clientId: string): void {
|
||||||
|
this.clientsService.getClientAccountData(clientId).subscribe({
|
||||||
|
next: (accounts: any) => {
|
||||||
|
this.clientSavingsAccounts = (accounts?.savingsAccounts || []).filter(
|
||||||
|
(account: any) =>
|
||||||
|
// Savings only. Commission is credited whenever a run posts, and a fixed deposit is a
|
||||||
|
// single sum placed for a term while a recurring one takes only its own instalments -
|
||||||
|
// neither accepts the credit, so the posting would fail rather than the choice.
|
||||||
|
// A DDS scheme account is a savings account too and so passes the test above. It is
|
||||||
|
// dropped by the product the setting names - not by a product called "DDS", which is a
|
||||||
|
// name the bank may change - so the list offers only accounts the agent can be paid in.
|
||||||
|
account.depositType?.id === CreateAgentComponent.SAVINGS_DEPOSIT_TYPE &&
|
||||||
|
(this.ddsProductId === null || account.productId !== this.ddsProductId) &&
|
||||||
|
(account.status?.active || account.status?.submittedAndPendingApproval || account.status?.approved)
|
||||||
|
);
|
||||||
|
this.savingsAccountTypes = [
|
||||||
|
...new Set(this.clientSavingsAccounts.map((account: any) => account.productName).filter(Boolean))
|
||||||
|
];
|
||||||
|
for (const account of this.clientSavingsAccounts) {
|
||||||
|
if (account.productName && account.shortProductName) {
|
||||||
|
this.savingsAccountTypeCodes[account.productName] = account.shortProductName;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
},
|
||||||
|
error: () => {
|
||||||
|
this.clientSavingsAccounts = [];
|
||||||
|
this.savingsAccountTypes = [];
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Clears the account number when the type changes.
|
||||||
|
*
|
||||||
|
* Without this the previously picked account stays in the field while the list below it now shows
|
||||||
|
* a different type - the form would submit an account that contradicts its own type.
|
||||||
|
*/
|
||||||
|
onSavingsAccountTypePicked(): void {
|
||||||
|
this.agentForm.get('agentSavingAccountNo')?.setValue('');
|
||||||
|
}
|
||||||
|
|
||||||
|
private loadClientAddress(clientId: string): void {
|
||||||
|
this.clientsService.getClientAddressData(clientId, true).subscribe({
|
||||||
|
next: (addresses: any) => {
|
||||||
|
const address = Array.isArray(addresses) ? addresses[0] : addresses;
|
||||||
|
if (!address) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.setField('agentAddress1', address.addressLine1 || address.street);
|
||||||
|
this.setField('agentAddress2', address.addressLine2);
|
||||||
|
this.setField('agentCity', address.city);
|
||||||
|
this.setField('agentPinCode', address.postalCode);
|
||||||
|
},
|
||||||
|
// A client with no address on file is normal — the officer just types it.
|
||||||
|
error: () => undefined
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
private clearClientDerivedFields(): void {
|
||||||
|
for (const controlName of CreateAgentComponent.CLIENT_DERIVED_FIELDS) {
|
||||||
|
this.agentForm.get(controlName)?.setValue('');
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
private setField(controlName: string, value: any): void {
|
||||||
|
if (value === null || value === undefined || value === '') {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.agentForm.get(controlName)?.setValue(String(value));
|
||||||
|
}
|
||||||
|
|
||||||
|
retrieve(): void {
|
||||||
|
const clientId = this.agentForm.get('clientId')?.value;
|
||||||
|
if (!clientId) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
this.organizationService.getAgents().subscribe((agents: any[]) => {
|
||||||
|
const match = (agents || []).find((agent) => String(agent.clientId) === String(clientId));
|
||||||
|
if (match) {
|
||||||
|
this.patchFormFromAgent(match);
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
cancel(): void {
|
||||||
|
this.agentId = null;
|
||||||
|
this.loadedClientName = '';
|
||||||
|
this.clientLookupFailed = false;
|
||||||
|
this.agentForm.reset();
|
||||||
|
this.agentForm.patchValue({
|
||||||
|
agentCurrentBalance: 0,
|
||||||
|
agentOpeningBalance: 0
|
||||||
|
});
|
||||||
|
this.guarantors.clear();
|
||||||
|
}
|
||||||
|
|
||||||
|
exit(): void {
|
||||||
|
this.router.navigate(['/organization/agent-master']);
|
||||||
|
}
|
||||||
|
|
||||||
|
save(): void {
|
||||||
|
const raw = this.agentForm.getRawValue();
|
||||||
|
const dateFormat = this.settingsService.dateFormat;
|
||||||
|
const locale = this.settingsService.language.code;
|
||||||
|
|
||||||
|
const payload: any = {
|
||||||
|
clientId: Number(raw.clientId),
|
||||||
|
agentNameId: raw.agentNameId,
|
||||||
|
agentAddress1: raw.agentAddress1,
|
||||||
|
agentAddress2: raw.agentAddress2 || undefined,
|
||||||
|
agentCity: raw.agentCity,
|
||||||
|
agentPinCode: raw.agentPinCode,
|
||||||
|
agentTelephone: raw.agentTelephone || undefined,
|
||||||
|
officeId: Number(raw.officeId),
|
||||||
|
glAccountId: raw.glAccountId ? Number(raw.glAccountId) : undefined,
|
||||||
|
agentSavingAccountType: raw.agentSavingAccountType,
|
||||||
|
agentSavingAccountNo: raw.agentSavingAccountNo,
|
||||||
|
agentOpeningDate: this.dateUtils.formatDate(raw.agentOpeningDate, dateFormat),
|
||||||
|
agentBirthDate: this.dateUtils.formatDate(raw.agentBirthDate, dateFormat),
|
||||||
|
agentOpeningBalance: raw.agentOpeningBalance || 0,
|
||||||
|
dateFormat,
|
||||||
|
locale,
|
||||||
|
guarantors: (raw.guarantors || []).map((guarantor: any) => ({
|
||||||
|
clientId: Number(guarantor.clientId),
|
||||||
|
guarantorName: guarantor.guarantorName,
|
||||||
|
address1: guarantor.address1,
|
||||||
|
address2: guarantor.address2 || undefined,
|
||||||
|
city: guarantor.city,
|
||||||
|
pinCode: guarantor.pinCode,
|
||||||
|
telephone: guarantor.telephone || undefined
|
||||||
|
}))
|
||||||
|
};
|
||||||
|
|
||||||
|
const done = (response: any) => {
|
||||||
|
// Under maker-checker the command is only recorded, and nothing has been saved yet.
|
||||||
|
if (!!response?.commandId && response?.resourceId == null) {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Sent for Approval',
|
||||||
|
message: this.agentId
|
||||||
|
? `Changes to agent ${raw.agentNameId} were sent for a manager's approval and will take effect once approved.`
|
||||||
|
: `New agent ${raw.agentNameId} was sent for a manager's approval and will be created once approved.`
|
||||||
|
});
|
||||||
|
}
|
||||||
|
this.exit();
|
||||||
|
};
|
||||||
|
|
||||||
|
if (this.agentId) {
|
||||||
|
this.organizationService.updateAgent(this.agentId, payload).subscribe(done);
|
||||||
|
} else {
|
||||||
|
this.organizationService.createAgent(payload).subscribe(done);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
private patchFormFromAgent(agent: any): void {
|
||||||
|
this.agentId = agent.id;
|
||||||
|
this.loadedClientName = agent.clientName || '';
|
||||||
|
this.clientLookupFailed = false;
|
||||||
|
this.agentForm.patchValue({
|
||||||
|
clientId: agent.clientId,
|
||||||
|
agentCode: agent.agentCode,
|
||||||
|
agentNameId: agent.agentNameId,
|
||||||
|
agentAddress1: agent.agentAddress1,
|
||||||
|
agentAddress2: agent.agentAddress2,
|
||||||
|
agentCity: agent.agentCity,
|
||||||
|
agentPinCode: agent.agentPinCode,
|
||||||
|
agentTelephone: agent.agentTelephone,
|
||||||
|
officeId: agent.officeId ? Number(agent.officeId) : '',
|
||||||
|
glAccountId: agent.glAccountId ? Number(agent.glAccountId) : '',
|
||||||
|
agentSavingAccountType: agent.agentSavingAccountType,
|
||||||
|
agentSavingAccountNo: agent.agentSavingAccountNo,
|
||||||
|
agentOpeningDate: agent.agentOpeningDate ? new Date(agent.agentOpeningDate) : null,
|
||||||
|
agentBirthDate: agent.agentBirthDate ? new Date(agent.agentBirthDate) : null,
|
||||||
|
agentCurrentBalance: agent.agentCurrentBalance,
|
||||||
|
agentOpeningBalance: agent.agentOpeningBalance
|
||||||
|
});
|
||||||
|
|
||||||
|
// The account list is needed for the dropdown to show the already-saved account as chosen
|
||||||
|
// rather than blank, so it is fetched on edit as well as on the client lookup.
|
||||||
|
if (agent.clientId) {
|
||||||
|
this.loadClientSavingsAccounts(String(agent.clientId));
|
||||||
|
}
|
||||||
|
|
||||||
|
this.guarantors.clear();
|
||||||
|
for (const guarantor of agent.guarantors || []) {
|
||||||
|
const group = this.buildGuarantorGroup();
|
||||||
|
group.patchValue({
|
||||||
|
clientId: guarantor.clientId,
|
||||||
|
guarantorName: guarantor.guarantorName,
|
||||||
|
address1: guarantor.address1,
|
||||||
|
address2: guarantor.address2,
|
||||||
|
city: guarantor.city,
|
||||||
|
pinCode: guarantor.pinCode,
|
||||||
|
telephone: guarantor.telephone
|
||||||
|
});
|
||||||
|
this.guarantors.push(group);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** A date as the platform sends it - [yyyy, mm, dd] or an ISO string - or null when there is none. */
|
||||||
|
function asDate(value: any): Date | null {
|
||||||
|
if (Array.isArray(value) && value.length >= 3) {
|
||||||
|
return new Date(value[0], value[1] - 1, value[2]);
|
||||||
|
}
|
||||||
|
if (value) {
|
||||||
|
const parsed = new Date(value);
|
||||||
|
return isNaN(parsed.getTime()) ? null : parsed;
|
||||||
|
}
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** One shared empty list, so a row with nothing to offer hands the template the same array each time. */
|
||||||
|
const GUARANTOR_NO_OPTIONS: any[] = [];
|
||||||
|
|
||||||
|
/** Full years between a date of birth and a day, or null without a date of birth. */
|
||||||
|
function ageOn(birthDate: Date | null, on: Date): number | null {
|
||||||
|
if (!birthDate) {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
let age = on.getFullYear() - birthDate.getFullYear();
|
||||||
|
const birthdayPassed =
|
||||||
|
on.getMonth() > birthDate.getMonth() ||
|
||||||
|
(on.getMonth() === birthDate.getMonth() && on.getDate() >= birthDate.getDate());
|
||||||
|
if (!birthdayPassed) {
|
||||||
|
age--;
|
||||||
|
}
|
||||||
|
return age;
|
||||||
|
}
|
||||||
@@ -0,0 +1,27 @@
|
|||||||
|
/**
|
||||||
|
* 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 given office and every office under it, read from the office hierarchy (".", ".2.", ".2.5."):
|
||||||
|
* an office's own branches are the ones whose hierarchy starts with its own. Head Office, at the
|
||||||
|
* top, has them all. Falls back to the office alone when its hierarchy is not known.
|
||||||
|
*/
|
||||||
|
export function officesUnder(offices: any[], officeId: number | null | undefined): any[] {
|
||||||
|
if (!officeId) {
|
||||||
|
return offices;
|
||||||
|
}
|
||||||
|
const own = offices.find((office: any) => office.id === officeId);
|
||||||
|
if (!own) {
|
||||||
|
return [];
|
||||||
|
}
|
||||||
|
const hierarchy = String(own.hierarchy || '');
|
||||||
|
if (!hierarchy) {
|
||||||
|
return [own];
|
||||||
|
}
|
||||||
|
return offices.filter((office: any) => String(office.hierarchy || '').startsWith(hierarchy));
|
||||||
|
}
|
||||||
@@ -0,0 +1,165 @@
|
|||||||
|
<!--
|
||||||
|
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="csm-container">
|
||||||
|
<div class="csm-header">
|
||||||
|
<button mat-stroked-button [routerLink]="['../']" class="csm-back">
|
||||||
|
<i class="fas fa-arrow-left"></i> {{ 'labels.heading.Organization' | translate }}
|
||||||
|
</button>
|
||||||
|
<h2 class="csm-header__title">Commission Slab Master</h2>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="csm-card">
|
||||||
|
<table class="csm-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Slab Type</th>
|
||||||
|
<th>Slab From</th>
|
||||||
|
<th>Slab To</th>
|
||||||
|
<th>Comm Per</th>
|
||||||
|
<th></th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (slab of slabs; track slab; let i = $index) {
|
||||||
|
@if (editingIndex === i) {
|
||||||
|
<!-- The same row turned into inputs, so a correction is made where the value is read. -->
|
||||||
|
<tr [formGroup]="editSlabForm" class="csm-new-row">
|
||||||
|
<td>
|
||||||
|
<mat-form-field appearance="outline" class="csm-inline-field">
|
||||||
|
<mat-select formControlName="slabType">
|
||||||
|
@for (type of slabTypes; track type) {
|
||||||
|
<mat-option [value]="type">{{ type }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
</mat-form-field>
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<mat-form-field appearance="outline" class="csm-inline-field">
|
||||||
|
<input matInput type="number" formControlName="slabFrom" />
|
||||||
|
</mat-form-field>
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<mat-form-field appearance="outline" class="csm-inline-field">
|
||||||
|
<input matInput type="number" formControlName="slabTo" />
|
||||||
|
</mat-form-field>
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<mat-form-field appearance="outline" class="csm-inline-field">
|
||||||
|
<input matInput type="number" formControlName="commissionPercent" />
|
||||||
|
</mat-form-field>
|
||||||
|
</td>
|
||||||
|
<td class="csm-row-actions">
|
||||||
|
<button mat-icon-button color="primary" type="button" (click)="saveEdit()" matTooltip="Save correction">
|
||||||
|
<i class="fas fa-check"></i>
|
||||||
|
</button>
|
||||||
|
<button mat-icon-button type="button" (click)="cancelEdit()" matTooltip="Cancel">
|
||||||
|
<i class="fas fa-times"></i>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
} @else {
|
||||||
|
<tr>
|
||||||
|
<td>{{ slab.slabType }}</td>
|
||||||
|
<td>{{ slab.slabFrom }}</td>
|
||||||
|
<td>{{ slab.slabTo }}</td>
|
||||||
|
<td>{{ slab.commissionPercent }}%</td>
|
||||||
|
<td class="csm-row-actions">
|
||||||
|
@if (slab.id) {
|
||||||
|
<!--
|
||||||
|
A saved slab is corrected, never removed. Deleting a range would leave a hole
|
||||||
|
that pays nothing to any agent whose volume lands in it, with nothing on screen
|
||||||
|
to say why - and there is deliberately no delete endpoint behind it.
|
||||||
|
-->
|
||||||
|
<button mat-icon-button color="primary" type="button" (click)="startEdit(i)" matTooltip="Edit slab">
|
||||||
|
<i class="fas fa-pen"></i>
|
||||||
|
</button>
|
||||||
|
} @else {
|
||||||
|
<!-- Not saved yet, so taking it back off the table costs nothing. -->
|
||||||
|
<button mat-icon-button type="button" (click)="removeSlab(i)" matTooltip="Remove before saving">
|
||||||
|
<i class="fas fa-times"></i>
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
<tr [formGroup]="newSlabForm" class="csm-new-row">
|
||||||
|
<td>
|
||||||
|
<mat-form-field appearance="outline" class="csm-inline-field">
|
||||||
|
<mat-select required formControlName="slabType" placeholder="Slab Type">
|
||||||
|
@for (type of slabTypes; track type) {
|
||||||
|
<mat-option [value]="type">{{ type }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
</mat-form-field>
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<mat-form-field appearance="outline" class="csm-inline-field">
|
||||||
|
<input matInput required type="number" formControlName="slabFrom" />
|
||||||
|
</mat-form-field>
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<mat-form-field appearance="outline" class="csm-inline-field">
|
||||||
|
<input matInput required type="number" formControlName="slabTo" />
|
||||||
|
</mat-form-field>
|
||||||
|
</td>
|
||||||
|
<td>
|
||||||
|
<mat-form-field appearance="outline" class="csm-inline-field">
|
||||||
|
<input matInput required type="number" formControlName="commissionPercent" />
|
||||||
|
</mat-form-field>
|
||||||
|
</td>
|
||||||
|
<td class="csm-row-actions">
|
||||||
|
<!--
|
||||||
|
Deliberately not disabled while the row is incomplete. A greyed-out button says the
|
||||||
|
screen will not accept this, but never which field it is waiting for; letting the
|
||||||
|
click through means addSlab() can say so.
|
||||||
|
-->
|
||||||
|
<button
|
||||||
|
mat-icon-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
(click)="addSlab()"
|
||||||
|
matTooltip="Add slab"
|
||||||
|
>
|
||||||
|
<i class="fas fa-plus"></i>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
|
||||||
|
@if (slabs.length === 0) {
|
||||||
|
<p class="csm-empty">No commission slabs defined yet — add one using the row above.</p>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (coverage.length > 0) {
|
||||||
|
<div class="csm-coverage">
|
||||||
|
@for (entry of coverage; track entry.slabType) {
|
||||||
|
<div class="csm-coverage__row">
|
||||||
|
<span class="csm-coverage__type">{{ entry.slabType }}</span>
|
||||||
|
<span class="csm-coverage__range">
|
||||||
|
covers {{ entry.from | number }} to {{ entry.to | number }}
|
||||||
|
</span>
|
||||||
|
@if (entry.gaps.length > 0) {
|
||||||
|
<span class="csm-coverage__gap">
|
||||||
|
nothing set for {{ entry.gaps.join(', ') }} — an agent landing there earns no commission
|
||||||
|
</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="csm-action-bar">
|
||||||
|
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||||
|
<button mat-raised-button color="primary" type="button" (click)="save()">Save</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,144 @@
|
|||||||
|
/**
|
||||||
|
* 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;
|
||||||
|
|
||||||
|
.csm-container {
|
||||||
|
// Four inputs sit side by side in the entry row; 760px squeezed them out of the card.
|
||||||
|
max-width: 980px;
|
||||||
|
margin: 0 auto;
|
||||||
|
padding: 24px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 16px;
|
||||||
|
margin-bottom: 20px;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-back {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-card {
|
||||||
|
background: var(--md-sys-color-surface, #fff);
|
||||||
|
border-radius: 8px;
|
||||||
|
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||||
|
padding: 16px 24px 24px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
table-layout: fixed;
|
||||||
|
|
||||||
|
// Sized rather than left to the browser, so the entry row keeps its shape whatever is typed in.
|
||||||
|
th:nth-child(1), td:nth-child(1) { width: 26%; }
|
||||||
|
th:nth-child(2), td:nth-child(2) { width: 22%; }
|
||||||
|
th:nth-child(3), td:nth-child(3) { width: 22%; }
|
||||||
|
th:nth-child(4), td:nth-child(4) { width: 18%; }
|
||||||
|
th:nth-child(5), td:nth-child(5) { width: 12%; }
|
||||||
|
|
||||||
|
th {
|
||||||
|
text-align: left;
|
||||||
|
font-size: 13px;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
padding: 8px 10px;
|
||||||
|
border-bottom: 2px solid rgb(0 0 0 / 10%);
|
||||||
|
}
|
||||||
|
|
||||||
|
td {
|
||||||
|
padding: 6px 10px;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||||
|
vertical-align: middle;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-inline-field {
|
||||||
|
width: 100%;
|
||||||
|
// Without this the field holds its own 180px floor and pushes the next column out of the card.
|
||||||
|
min-width: 0;
|
||||||
|
|
||||||
|
::ng-deep .mat-mdc-text-field-wrapper {
|
||||||
|
height: 44px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-row-actions {
|
||||||
|
text-align: center;
|
||||||
|
width: 48px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-new-row {
|
||||||
|
background: rgb(15 118 110 / 4%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-empty {
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
font-size: 14px;
|
||||||
|
margin: 12px 0 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.csm-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%);
|
||||||
|
}
|
||||||
|
|
||||||
|
/*
|
||||||
|
* What the slabs actually cover, and any figure between them that none of them claims.
|
||||||
|
*
|
||||||
|
* A gap is legitimate - a bank may set no commission below some floor - so this reports rather than
|
||||||
|
* warns. But it has to be said out loud: the commission run finds no slab for a volume in a gap and
|
||||||
|
* moves on, so the agent is simply paid nothing that month and nothing on screen explains it.
|
||||||
|
*/
|
||||||
|
.csm-coverage {
|
||||||
|
margin-top: 14px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
border: 1px solid rgb(0 0 0 / 12%);
|
||||||
|
border-radius: 6px;
|
||||||
|
background: rgb(0 0 0 / 2.5%);
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 6px;
|
||||||
|
|
||||||
|
&__row {
|
||||||
|
display: flex;
|
||||||
|
align-items: baseline;
|
||||||
|
gap: 10px;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
font-size: 0.86rem;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__type {
|
||||||
|
font-weight: 600;
|
||||||
|
min-width: 90px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__range {
|
||||||
|
color: rgb(0 0 0 / 62%);
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__gap {
|
||||||
|
color: #b45309;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,337 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
|
||||||
|
import { Router } from '@angular/router';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { AlertService } from 'app/core/alert/alert.service';
|
||||||
|
import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-approvals/dds-approval-notice';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Commission Slab Master component.
|
||||||
|
*
|
||||||
|
* Two kinds of slab: ACCOUNT (commission percentage on collection volume)
|
||||||
|
* and COMMISSION (a senior-agent override on another agent's commission -
|
||||||
|
* deferred: there is no agent hierarchy modelled yet, see the DDS punch
|
||||||
|
* list). Modelled directly on the legacy Commission Slab Master screen this
|
||||||
|
* replaces.
|
||||||
|
*
|
||||||
|
* Backed by its own DDS Commission Slab API (`/dds/commissionslabs`) - an
|
||||||
|
* append-only chart, same as the legacy screen: existing rows load on open,
|
||||||
|
* newly-added rows post on Save, and there is no edit/delete of a
|
||||||
|
* previously-saved row.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-commission-slab-master',
|
||||||
|
templateUrl: './commission-slab-master.component.html',
|
||||||
|
styleUrls: ['./commission-slab-master.component.scss'],
|
||||||
|
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||||
|
})
|
||||||
|
export class CommissionSlabMasterComponent implements OnInit {
|
||||||
|
private formBuilder = inject(UntypedFormBuilder);
|
||||||
|
private router = inject(Router);
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private alertService = inject(AlertService);
|
||||||
|
|
||||||
|
private static readonly SLAB_TYPE_CODES: Record<string, string> = {
|
||||||
|
Account: 'ACCOUNT',
|
||||||
|
Commission: 'COMMISSION'
|
||||||
|
};
|
||||||
|
private static readonly SLAB_TYPE_LABELS: Record<string, string> = {
|
||||||
|
ACCOUNT: 'Account',
|
||||||
|
COMMISSION: 'Commission'
|
||||||
|
};
|
||||||
|
|
||||||
|
slabTypes = [
|
||||||
|
'Account',
|
||||||
|
'Commission'
|
||||||
|
];
|
||||||
|
|
||||||
|
displayedColumns: string[] = [
|
||||||
|
'slabType',
|
||||||
|
'slabFrom',
|
||||||
|
'slabTo',
|
||||||
|
'commissionPercent',
|
||||||
|
'actions'
|
||||||
|
];
|
||||||
|
|
||||||
|
slabs: Array<{ id?: number; slabType: string; slabFrom: number; slabTo: number; commissionPercent: number }> = [];
|
||||||
|
|
||||||
|
newSlabForm: UntypedFormGroup = this.formBuilder.group({
|
||||||
|
slabType: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
slabFrom: [
|
||||||
|
0,
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
slabTo: [
|
||||||
|
0,
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
commissionPercent: [
|
||||||
|
0,
|
||||||
|
Validators.required
|
||||||
|
]
|
||||||
|
});
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.loadSlabs();
|
||||||
|
}
|
||||||
|
|
||||||
|
private loadSlabs(): void {
|
||||||
|
this.organizationService.getCommissionSlabs().subscribe((slabs: any[]) => {
|
||||||
|
this.slabs = (slabs || []).map((slab) => ({
|
||||||
|
id: slab.id,
|
||||||
|
slabType: CommissionSlabMasterComponent.SLAB_TYPE_LABELS[slab.slabType] || slab.slabType,
|
||||||
|
slabFrom: slab.slabFrom,
|
||||||
|
slabTo: slab.slabTo,
|
||||||
|
commissionPercent: slab.commissionPercent
|
||||||
|
}));
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Where each slab type's coverage begins and ends, and any figure in between that no slab claims.
|
||||||
|
*
|
||||||
|
* A gap is not an error - a bank may well decide there is no commission below some floor - but it
|
||||||
|
* has to be visible. The commission run simply finds no slab for a volume that falls in a gap and
|
||||||
|
* moves on, so the agent is paid nothing for that month with nothing on screen to say why.
|
||||||
|
*/
|
||||||
|
get coverage(): Array<{ slabType: string; from: number; to: number; gaps: string[] }> {
|
||||||
|
return this.slabTypes
|
||||||
|
.map((slabType) => {
|
||||||
|
const rows = this.slabs
|
||||||
|
.filter((slab) => slab.slabType === slabType)
|
||||||
|
.map((slab) => ({ from: Number(slab.slabFrom), to: Number(slab.slabTo) }))
|
||||||
|
.sort((a, b) => a.from - b.from);
|
||||||
|
|
||||||
|
if (rows.length === 0) {
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
|
||||||
|
const gaps: string[] = [];
|
||||||
|
for (let i = 1; i < rows.length; i++) {
|
||||||
|
const previousEnd = rows[i - 1].to;
|
||||||
|
const nextStart = rows[i].from;
|
||||||
|
if (nextStart > previousEnd + 1) {
|
||||||
|
gaps.push(`${previousEnd + 1} - ${nextStart - 1}`);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
return { slabType, from: rows[0].from, to: rows[rows.length - 1].to, gaps };
|
||||||
|
})
|
||||||
|
.filter((entry): entry is { slabType: string; from: number; to: number; gaps: string[] } => entry !== null);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The slab already on the table that this range would collide with, if any.
|
||||||
|
*
|
||||||
|
* The backend refuses overlapping slabs, but only when Save is pressed - by then the officer may
|
||||||
|
* have keyed several rows and has to work out which one it objected to. Catching it as the row is
|
||||||
|
* added names the clash while it is still the row in front of them.
|
||||||
|
*/
|
||||||
|
private clashingSlab(candidate: { slabType: string; slabFrom: number; slabTo: number }): any {
|
||||||
|
return this.slabs.find(
|
||||||
|
(slab) =>
|
||||||
|
slab.slabType === candidate.slabType &&
|
||||||
|
Number(candidate.slabFrom) <= Number(slab.slabTo) &&
|
||||||
|
Number(candidate.slabTo) >= Number(slab.slabFrom)
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
||||||
|
addSlab(): void {
|
||||||
|
if (this.newSlabForm.invalid) {
|
||||||
|
// Marking the controls touched is what makes Material show which one is missing; without it
|
||||||
|
// the button simply does nothing and the officer has no idea what the screen is waiting for.
|
||||||
|
this.newSlabForm.markAllAsTouched();
|
||||||
|
this.alertService.alert({ type: 'Error', message: 'Fill the slab type, range and percentage first' });
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const candidate = this.newSlabForm.getRawValue();
|
||||||
|
|
||||||
|
if (Number(candidate.slabFrom) > Number(candidate.slabTo)) {
|
||||||
|
this.alertService.alert({ type: 'Error', message: 'Slab From cannot be greater than Slab To' });
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
if (Number(candidate.commissionPercent) > 100) {
|
||||||
|
this.alertService.alert({ type: 'Error', message: 'Commission cannot be more than 100%' });
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const clash = this.clashingSlab(candidate);
|
||||||
|
if (clash) {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Error',
|
||||||
|
message: `Overlaps the existing ${clash.slabType} slab ${clash.slabFrom} to ${clash.slabTo}`
|
||||||
|
});
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
this.slabs.push(candidate);
|
||||||
|
this.newSlabForm.reset({
|
||||||
|
slabType: '',
|
||||||
|
slabFrom: 0,
|
||||||
|
slabTo: 0,
|
||||||
|
commissionPercent: 0
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Only ever an unsaved row - a saved slab is corrected, not taken away. */
|
||||||
|
removeSlab(index: number): void {
|
||||||
|
this.slabs.splice(index, 1);
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Which saved row is currently open for correction, or -1 when none is. */
|
||||||
|
editingIndex = -1;
|
||||||
|
|
||||||
|
editSlabForm: UntypedFormGroup = this.formBuilder.group({
|
||||||
|
slabType: [
|
||||||
|
'',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
slabFrom: [
|
||||||
|
0,
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
slabTo: [
|
||||||
|
0,
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
commissionPercent: [
|
||||||
|
0,
|
||||||
|
Validators.required
|
||||||
|
]
|
||||||
|
});
|
||||||
|
|
||||||
|
startEdit(index: number): void {
|
||||||
|
const slab = this.slabs[index];
|
||||||
|
this.editingIndex = index;
|
||||||
|
this.editSlabForm.setValue({
|
||||||
|
slabType: slab.slabType,
|
||||||
|
slabFrom: slab.slabFrom,
|
||||||
|
slabTo: slab.slabTo,
|
||||||
|
commissionPercent: slab.commissionPercent
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
cancelEdit(): void {
|
||||||
|
this.editingIndex = -1;
|
||||||
|
}
|
||||||
|
|
||||||
|
saveEdit(): void {
|
||||||
|
const slab = this.slabs[this.editingIndex];
|
||||||
|
const corrected = this.editSlabForm.getRawValue();
|
||||||
|
|
||||||
|
if (this.editSlabForm.invalid) {
|
||||||
|
this.editSlabForm.markAllAsTouched();
|
||||||
|
this.alertService.alert({ type: 'Error', message: 'Fill the slab type, range and percentage' });
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
if (Number(corrected.slabFrom) > Number(corrected.slabTo)) {
|
||||||
|
this.alertService.alert({ type: 'Error', message: 'Slab From cannot be greater than Slab To' });
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
if (Number(corrected.commissionPercent) > 100) {
|
||||||
|
this.alertService.alert({ type: 'Error', message: 'Commission cannot be more than 100%' });
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
this.organizationService
|
||||||
|
.updateCommissionSlab(slab.id, {
|
||||||
|
slabType: CommissionSlabMasterComponent.SLAB_TYPE_CODES[corrected.slabType] || corrected.slabType,
|
||||||
|
slabFrom: corrected.slabFrom,
|
||||||
|
slabTo: corrected.slabTo,
|
||||||
|
commissionPercent: corrected.commissionPercent,
|
||||||
|
locale: 'en'
|
||||||
|
})
|
||||||
|
.subscribe({
|
||||||
|
next: (response: any) => {
|
||||||
|
if (heldForApproval(response)) {
|
||||||
|
announceHeldForApproval(response, 'The slab correction', this.organizationService, this.alertService);
|
||||||
|
} else {
|
||||||
|
this.alertService.alert({ type: 'Success', message: 'Slab corrected' });
|
||||||
|
}
|
||||||
|
this.editingIndex = -1;
|
||||||
|
this.loadSlabs();
|
||||||
|
},
|
||||||
|
// The backend refuses a correction that overlaps another slab; the reason has to reach the
|
||||||
|
// officer, not vanish.
|
||||||
|
error: (error: any) => {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Error',
|
||||||
|
message:
|
||||||
|
error?.error?.errors?.[0]?.defaultUserMessage ||
|
||||||
|
error?.error?.defaultUserMessage ||
|
||||||
|
'Could not correct the slab'
|
||||||
|
});
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
exit(): void {
|
||||||
|
this.router.navigate(['/organization']);
|
||||||
|
}
|
||||||
|
|
||||||
|
save(): void {
|
||||||
|
const newSlabs = this.slabs.filter((slab) => !slab.id);
|
||||||
|
if (newSlabs.length === 0) {
|
||||||
|
// Save used to return here without a word, so a slab typed into the entry row but never added
|
||||||
|
// looked exactly like a slab that had been saved.
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Error',
|
||||||
|
message: 'Nothing new to save — add the slab to the table with + first'
|
||||||
|
});
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const payload = newSlabs.map((slab) => ({
|
||||||
|
slabType: CommissionSlabMasterComponent.SLAB_TYPE_CODES[slab.slabType] || slab.slabType,
|
||||||
|
slabFrom: slab.slabFrom,
|
||||||
|
slabTo: slab.slabTo,
|
||||||
|
commissionPercent: slab.commissionPercent
|
||||||
|
}));
|
||||||
|
|
||||||
|
this.organizationService.createCommissionSlabs(payload).subscribe({
|
||||||
|
next: (response: any) => {
|
||||||
|
if (heldForApproval(response)) {
|
||||||
|
announceHeldForApproval(
|
||||||
|
response,
|
||||||
|
`${newSlabs.length} ${newSlabs.length === 1 ? 'slab' : 'slabs'}`,
|
||||||
|
this.organizationService,
|
||||||
|
this.alertService
|
||||||
|
);
|
||||||
|
} else {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Success',
|
||||||
|
message: `${newSlabs.length} ${newSlabs.length === 1 ? 'slab' : 'slabs'} saved`
|
||||||
|
});
|
||||||
|
}
|
||||||
|
this.loadSlabs();
|
||||||
|
},
|
||||||
|
// The backend refuses an overlapping range; the officer needs to read why, not watch nothing
|
||||||
|
// happen and assume the save went through.
|
||||||
|
error: (error: any) => {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Error',
|
||||||
|
message:
|
||||||
|
error?.error?.errors?.[0]?.defaultUserMessage ||
|
||||||
|
error?.error?.defaultUserMessage ||
|
||||||
|
'Could not save the slabs'
|
||||||
|
});
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,298 @@
|
|||||||
|
<!--
|
||||||
|
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="bp-container">
|
||||||
|
<div class="bp-header">
|
||||||
|
<button mat-stroked-button [routerLink]="['../']" class="bp-back">
|
||||||
|
<i class="fas fa-arrow-left"></i> {{ 'labels.heading.Organization' | translate }}
|
||||||
|
</button>
|
||||||
|
<h2 class="bp-header__title">DDS Interest & Commission</h2>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="bp-card">
|
||||||
|
<form [formGroup]="batchForm">
|
||||||
|
<div class="bp-grid">
|
||||||
|
<mat-form-field appearance="outline" class="bp-field bp-field--wide">
|
||||||
|
<mat-label>Job Type</mat-label>
|
||||||
|
<mat-select required formControlName="jobType">
|
||||||
|
@for (type of jobTypes; track type.code) {
|
||||||
|
<mat-option [value]="type.code">{{ type.label }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="bp-field">
|
||||||
|
<mat-label>Branch</mat-label>
|
||||||
|
<mat-select required formControlName="branchScope">
|
||||||
|
@for (scope of branchScopes; track scope) {
|
||||||
|
<mat-option [value]="scope">{{ scope }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
@if (isBranchSelected) {
|
||||||
|
<div class="bp-field bp-field--wide bp-branch-checklist">
|
||||||
|
@for (office of offices; track office.id) {
|
||||||
|
<mat-checkbox [checked]="selectedOfficeNames.has(office.name)" (change)="toggleOffice(office.name)">
|
||||||
|
{{ office.name }}
|
||||||
|
</mat-checkbox>
|
||||||
|
}
|
||||||
|
@if (offices.length === 0) {
|
||||||
|
<span class="bp-empty">Loading branches...</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="bp-field">
|
||||||
|
<mat-label>{{ isPostingJob ? 'Posting Date' : 'Interest Date' }}</mat-label>
|
||||||
|
<input matInput required [matDatepicker]="jobDatePicker" formControlName="jobDate" />
|
||||||
|
<mat-datepicker-toggle matIconSuffix [for]="jobDatePicker"></mat-datepicker-toggle>
|
||||||
|
<mat-datepicker #jobDatePicker></mat-datepicker>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="bp-field">
|
||||||
|
<mat-label>Agent From</mat-label>
|
||||||
|
<input matInput required type="number" formControlName="agentFrom" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="bp-field">
|
||||||
|
<mat-label>Agent To</mat-label>
|
||||||
|
<input matInput required type="number" formControlName="agentTo" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<!-- Commission is worked out per agent on their whole collection, so a party range would
|
||||||
|
imply a filter that has no effect. -->
|
||||||
|
@if (!isCommissionJob) {
|
||||||
|
<mat-form-field appearance="outline" class="bp-field">
|
||||||
|
<mat-label>Party From</mat-label>
|
||||||
|
<input matInput required type="number" formControlName="partyFrom" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="bp-field">
|
||||||
|
<mat-label>Party To</mat-label>
|
||||||
|
<input matInput required type="number" formControlName="partyTo" />
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="bp-callout">
|
||||||
|
<i class="fas fa-info-circle"></i>
|
||||||
|
<span>
|
||||||
|
@if (isPostingJob) {
|
||||||
|
<strong>{{ jobTypeLabel }}</strong> moves what has already been calculated to where it belongs — into the
|
||||||
|
customer's balance, or out to the agent. <strong>Generate</strong> lists it first; nothing moves until you
|
||||||
|
press <strong>Post</strong>.
|
||||||
|
} @else {
|
||||||
|
<strong>{{ jobTypeLabel }}</strong> works out what has been earned since the last run and records it against
|
||||||
|
each account. It does not become spendable until the matching Posting job runs.
|
||||||
|
<strong>Generate</strong> previews it; nothing is recorded until you press <strong>Post</strong>.
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (generatedRun) {
|
||||||
|
<div class="bp-section">
|
||||||
|
<div class="bp-section__header">
|
||||||
|
<i class="fas fa-table"></i>
|
||||||
|
<h3>{{ labelOf(generatedRun.jobType) }} — preview</h3>
|
||||||
|
<span class="bp-section__note">
|
||||||
|
Run #{{ generatedRun.id }} · nothing applied yet
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (previewRows.length === 0) {
|
||||||
|
<p class="bp-empty">
|
||||||
|
Nothing to apply. Either this period has already been processed, or there was no activity in it.
|
||||||
|
</p>
|
||||||
|
} @else {
|
||||||
|
<div class="bp-table-scroll">
|
||||||
|
@if (showsCommissionBreakdown) {
|
||||||
|
<table class="bp-table bp-table--breakdown">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Agent</th>
|
||||||
|
<th>Period</th>
|
||||||
|
<th class="bp-num">Collection</th>
|
||||||
|
<th class="bp-num">Rate</th>
|
||||||
|
<th class="bp-num">Commission</th>
|
||||||
|
<th class="bp-num">TDS</th>
|
||||||
|
<th class="bp-num">Deductions</th>
|
||||||
|
<th class="bp-num">Payable</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (row of previewRows; track row.id) {
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
<span class="bp-code">{{ row.agentCode }}</span>
|
||||||
|
<span class="bp-sub">{{ row.agentName }}</span>
|
||||||
|
</td>
|
||||||
|
<td class="bp-period">{{ row.fromDate | dateFormat }} – {{ row.toDate | dateFormat }}</td>
|
||||||
|
<td class="bp-num">{{ money(row.baseAmount) }}</td>
|
||||||
|
<td class="bp-num">{{ row.ratePercent }}%</td>
|
||||||
|
<td class="bp-num">{{ money(row.grossAmount) }}</td>
|
||||||
|
<td class="bp-num bp-minus">{{ money(row.tdsAmount) }}</td>
|
||||||
|
<td class="bp-num bp-minus">{{ money(row.deductionAmount) }}</td>
|
||||||
|
<td class="bp-num bp-total">{{ money(row.amount) }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
<tfoot>
|
||||||
|
<tr>
|
||||||
|
<td colspan="7">Total payable</td>
|
||||||
|
<td class="bp-num bp-total">{{ money(previewTotal) }}</td>
|
||||||
|
</tr>
|
||||||
|
</tfoot>
|
||||||
|
</table>
|
||||||
|
} @else {
|
||||||
|
<table class="bp-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>{{ isCommissionJob ? 'Agent' : 'Party' }}</th>
|
||||||
|
@if (!isCommissionJob) {
|
||||||
|
<th>Agent</th>
|
||||||
|
}
|
||||||
|
<th>Period</th>
|
||||||
|
<th class="bp-num">Amount</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (row of previewRows; track row.id) {
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
@if (isCommissionJob) {
|
||||||
|
<span class="bp-code">{{ row.agentCode }}</span>
|
||||||
|
<span class="bp-sub">{{ row.agentName }}</span>
|
||||||
|
} @else {
|
||||||
|
<span class="bp-code">{{ row.partyCode }}</span>
|
||||||
|
<span class="bp-sub">{{ row.partyName }}</span>
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
@if (!isCommissionJob) {
|
||||||
|
<td>{{ row.agentCode }}</td>
|
||||||
|
}
|
||||||
|
<td class="bp-period">{{ row.fromDate | dateFormat }} – {{ row.toDate | dateFormat }}</td>
|
||||||
|
<td class="bp-num bp-total">{{ money(row.amount) }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
<tfoot>
|
||||||
|
<tr>
|
||||||
|
<td [attr.colspan]="isCommissionJob ? 2 : 3">Total</td>
|
||||||
|
<td class="bp-num bp-total">{{ money(previewTotal) }}</td>
|
||||||
|
</tr>
|
||||||
|
</tfoot>
|
||||||
|
</table>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<div class="bp-action-bar">
|
||||||
|
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||||
|
@if (generatedRun) {
|
||||||
|
<button mat-stroked-button type="button" (click)="discard()">Discard</button>
|
||||||
|
}
|
||||||
|
<button mat-stroked-button type="button" [disabled]="batchForm.invalid" (click)="generate()">
|
||||||
|
<i class="fas fa-calculator"></i> Generate
|
||||||
|
</button>
|
||||||
|
<button
|
||||||
|
mat-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
[disabled]="!generatedRun || previewRows.length === 0"
|
||||||
|
(click)="post()"
|
||||||
|
>
|
||||||
|
<i class="fas fa-check"></i> Post
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</form>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!--
|
||||||
|
A crediting run costs what a savings deposit costs on every account it touches, so the server does
|
||||||
|
it in the background and answers at once. Without this the screen would report a run as posted
|
||||||
|
seconds after it began, and the clerk would go looking for credits still being written.
|
||||||
|
-->
|
||||||
|
@if (postingRunId) {
|
||||||
|
<div class="bp-running">
|
||||||
|
<i class="fas fa-circle-notch fa-spin"></i>
|
||||||
|
<span>
|
||||||
|
<strong>Posting is running.</strong>
|
||||||
|
It continues even if you leave this screen — the list below updates when it finishes.
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- Without this a generated-but-unposted run vanishes the moment the page is left, and there is
|
||||||
|
no way to tell whether a month's interest was ever actually posted. -->
|
||||||
|
<div class="bp-card">
|
||||||
|
<div class="bp-section__header">
|
||||||
|
<i class="fas fa-history"></i>
|
||||||
|
<h3>Previous runs</h3>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (recentRuns.length === 0) {
|
||||||
|
<p class="bp-empty">No batch has been run yet.</p>
|
||||||
|
} @else {
|
||||||
|
<div class="bp-table-scroll">
|
||||||
|
<table class="bp-table bp-table--runs">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>#</th>
|
||||||
|
<th>Job</th>
|
||||||
|
<th>Date</th>
|
||||||
|
<th class="bp-num">Entries</th>
|
||||||
|
<th class="bp-num">Amount</th>
|
||||||
|
<th>Status</th>
|
||||||
|
<th>Posted On</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (run of recentRuns; track run.id) {
|
||||||
|
<tr>
|
||||||
|
<td>{{ run.id }}</td>
|
||||||
|
<td>{{ labelOf(run.jobType) }}</td>
|
||||||
|
<td>{{ run.jobDate | dateFormat }}</td>
|
||||||
|
<td class="bp-num">{{ run.totalRows }}</td>
|
||||||
|
<td class="bp-num">{{ money(run.totalAmount) }}</td>
|
||||||
|
<!--
|
||||||
|
Four states, not two. A run that is still crediting is not "not posted" — that
|
||||||
|
reads as a run somebody forgot, and a clerk would run it again on top of the one
|
||||||
|
already going. One that failed says so, with the reason the server recorded.
|
||||||
|
-->
|
||||||
|
<td>
|
||||||
|
@switch (run.status) {
|
||||||
|
@case ('POSTED') {
|
||||||
|
<span class="bp-status bp-status--posted">Posted</span>
|
||||||
|
}
|
||||||
|
@case ('POSTING') {
|
||||||
|
<span class="bp-status bp-status--running">
|
||||||
|
<i class="fas fa-circle-notch fa-spin"></i> Running
|
||||||
|
</span>
|
||||||
|
}
|
||||||
|
@case ('FAILED') {
|
||||||
|
<span class="bp-status bp-status--failed" [matTooltip]="run.failureReason || 'No reason recorded'">
|
||||||
|
Failed
|
||||||
|
</span>
|
||||||
|
}
|
||||||
|
@default {
|
||||||
|
<span class="bp-status">Not posted</span>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</td>
|
||||||
|
<td>{{ run.postedOnDate ? (run.postedOnDate | dateFormat) : '—' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,255 @@
|
|||||||
|
/**
|
||||||
|
* 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;
|
||||||
|
|
||||||
|
.bp-container {
|
||||||
|
// The commission breakdown carries eight columns; anything narrower makes it scroll on every
|
||||||
|
// screen rather than only on small ones.
|
||||||
|
max-width: 1180px;
|
||||||
|
margin: 0 auto;
|
||||||
|
padding: 24px 16px;
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 20px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 16px;
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 500;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-back {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-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;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-grid {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: repeat(3, 1fr);
|
||||||
|
gap: 8px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-field {
|
||||||
|
width: 100%;
|
||||||
|
|
||||||
|
&--wide {
|
||||||
|
grid-column: span 3;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-branch-checklist {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 8px 20px;
|
||||||
|
align-items: center;
|
||||||
|
padding: 8px 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-callout {
|
||||||
|
display: flex;
|
||||||
|
gap: 10px;
|
||||||
|
align-items: flex-start;
|
||||||
|
background: rgb(15 118 110 / 6%);
|
||||||
|
border-left: 3px solid $primary;
|
||||||
|
border-radius: 0 8px 8px 0;
|
||||||
|
padding: 12px 16px;
|
||||||
|
margin: 16px 0;
|
||||||
|
font-size: 13px;
|
||||||
|
|
||||||
|
i {
|
||||||
|
color: $primary;
|
||||||
|
margin-top: 2px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-section {
|
||||||
|
padding: 16px 0;
|
||||||
|
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||||
|
|
||||||
|
&__header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
margin-bottom: 12px;
|
||||||
|
|
||||||
|
i {
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
h3 {
|
||||||
|
margin: 0;
|
||||||
|
font-size: 16px;
|
||||||
|
font-weight: 600;
|
||||||
|
flex: 0 0 auto;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
&__note {
|
||||||
|
margin-left: auto;
|
||||||
|
font-size: 12px;
|
||||||
|
color: rgb(0 0 0 / 45%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-empty {
|
||||||
|
color: rgb(0 0 0 / 50%);
|
||||||
|
font-size: 14px;
|
||||||
|
margin: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
// A wide table scrolls inside its own box rather than pushing the whole page sideways.
|
||||||
|
.bp-table-scroll {
|
||||||
|
overflow-x: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-table {
|
||||||
|
width: 100%;
|
||||||
|
border-collapse: collapse;
|
||||||
|
font-size: 13px;
|
||||||
|
|
||||||
|
th {
|
||||||
|
text-align: left;
|
||||||
|
font-size: 12px;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
padding: 8px 10px;
|
||||||
|
border-bottom: 2px solid rgb(0 0 0 / 10%);
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
td {
|
||||||
|
padding: 7px 10px;
|
||||||
|
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||||
|
vertical-align: top;
|
||||||
|
}
|
||||||
|
|
||||||
|
tfoot td {
|
||||||
|
border-bottom: none;
|
||||||
|
border-top: 2px solid rgb(0 0 0 / 10%);
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Figures line up column-wise so a wrong order of magnitude is visible at a glance.
|
||||||
|
.bp-num {
|
||||||
|
text-align: right;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-minus {
|
||||||
|
color: #b91c1c;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-total {
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-period {
|
||||||
|
white-space: nowrap;
|
||||||
|
color: rgb(0 0 0 / 60%);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-code {
|
||||||
|
display: block;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-sub {
|
||||||
|
display: block;
|
||||||
|
font-size: 12px;
|
||||||
|
color: rgb(0 0 0 / 55%);
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-status {
|
||||||
|
display: inline-block;
|
||||||
|
padding: 2px 8px;
|
||||||
|
border-radius: 10px;
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 600;
|
||||||
|
background: rgb(180 83 9 / 12%);
|
||||||
|
color: #92400e;
|
||||||
|
|
||||||
|
&--posted {
|
||||||
|
background: rgb(15 118 110 / 12%);
|
||||||
|
color: $primary;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Still crediting. Blue rather than the amber of a run nobody has posted — one is work in hand,
|
||||||
|
the other is work forgotten, and a clerk who reads them the same way runs it twice. */
|
||||||
|
&--running {
|
||||||
|
background: rgb(22 84 143 / 12%);
|
||||||
|
color: #16548f;
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 5px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--failed {
|
||||||
|
background: rgb(163 42 28 / 12%);
|
||||||
|
color: #a32a1c;
|
||||||
|
cursor: help;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Says a run is still going after the clerk has left the button behind. */
|
||||||
|
.bp-running {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
margin-bottom: 16px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
border: 1px solid rgb(22 84 143 / 25%);
|
||||||
|
border-left: 3px solid #16548f;
|
||||||
|
border-radius: 6px;
|
||||||
|
background: rgb(22 84 143 / 6%);
|
||||||
|
color: #16548f;
|
||||||
|
font-size: 13px;
|
||||||
|
|
||||||
|
strong {
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-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%);
|
||||||
|
|
||||||
|
i {
|
||||||
|
margin-right: 6px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
@media (width <= 900px) {
|
||||||
|
.bp-grid {
|
||||||
|
grid-template-columns: repeat(2, 1fr);
|
||||||
|
}
|
||||||
|
|
||||||
|
.bp-field--wide {
|
||||||
|
grid-column: span 2;
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,400 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/** Angular Imports */
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
|
||||||
|
import { Router } from '@angular/router';
|
||||||
|
import { MatDialog } from '@angular/material/dialog';
|
||||||
|
import { MatTooltip } from '@angular/material/tooltip';
|
||||||
|
import { DateAdapter, MAT_DATE_FORMATS } from '@angular/material/core';
|
||||||
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
|
||||||
|
import { DdsDateAdapter, DDS_DATE_FORMATS } from './dds-date-adapter';
|
||||||
|
|
||||||
|
/** Custom Services */
|
||||||
|
import { OrganizationService } from 'app/organization/organization.service';
|
||||||
|
import { AlertService } from 'app/core/alert/alert.service';
|
||||||
|
import { SettingsService } from 'app/settings/settings.service';
|
||||||
|
import { Dates } from 'app/core/utils/dates';
|
||||||
|
import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-approvals/dds-approval-notice';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* DDS Interest & Commission batch processing — the legacy Interest Part menu.
|
||||||
|
*
|
||||||
|
* Eight menu entries, which are four Calculate/Post pairs. A *calculation* job works out what has
|
||||||
|
* been earned since the last one and parks it: interest against the customer's account, commission
|
||||||
|
* against the agent. Neither is spendable yet. The matching *posting* job then moves that parked
|
||||||
|
* figure where it belongs — into the customer's balance, or out to the agent.
|
||||||
|
*
|
||||||
|
* Every job is itself a two-step Generate then Post. Generate saves what it worked out and changes
|
||||||
|
* nothing else, so a figure that looks wrong is discarded by simply not posting it.
|
||||||
|
*/
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-dds-batch-processing',
|
||||||
|
templateUrl: './dds-batch-processing.component.html',
|
||||||
|
styleUrls: ['./dds-batch-processing.component.scss'],
|
||||||
|
imports: [
|
||||||
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
|
// The reason a run failed is too long to sit in the column, and too useful to leave out.
|
||||||
|
MatTooltip
|
||||||
|
],
|
||||||
|
// Day-first dates, as the legacy screen showed them. Declared here rather than application-wide:
|
||||||
|
// a @Component's providers reach only this component, so no other screen's datepicker changes.
|
||||||
|
providers: [
|
||||||
|
{ provide: DateAdapter, useClass: DdsDateAdapter },
|
||||||
|
{ provide: MAT_DATE_FORMATS, useValue: DDS_DATE_FORMATS }
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class DdsBatchProcessingComponent implements OnInit {
|
||||||
|
private formBuilder = inject(UntypedFormBuilder);
|
||||||
|
private router = inject(Router);
|
||||||
|
private organizationService = inject(OrganizationService);
|
||||||
|
private alertService = inject(AlertService);
|
||||||
|
private dialog = inject(MatDialog);
|
||||||
|
private settingsService = inject(SettingsService);
|
||||||
|
private dateUtils = inject(Dates);
|
||||||
|
|
||||||
|
/**
|
||||||
|
* The menu as the legacy system lists it, paired with what the API calls each job. Ordered as
|
||||||
|
* calculate-then-post within each pair, matching the numbering on the legacy screen.
|
||||||
|
*/
|
||||||
|
jobTypes: Array<{ label: string; code: string }> = [
|
||||||
|
{ label: 'Interest Calculation', code: 'INTEREST_CALCULATION' },
|
||||||
|
{ label: 'Interest Posting', code: 'INTEREST_POSTING' },
|
||||||
|
{ label: 'OD Interest Calculation', code: 'OD_INTEREST_CALCULATION' },
|
||||||
|
{ label: 'OD Interest Posting', code: 'OD_INTEREST_POSTING' },
|
||||||
|
{ label: 'Commission Calculation', code: 'COMMISSION_CALCULATION' },
|
||||||
|
{ label: 'Commission Posting', code: 'COMMISSION_POSTING' },
|
||||||
|
// Last, and on its own: the others move money onto accounts that stay open, while this one pays
|
||||||
|
// an account out and shuts it. Listing it beside a calculate/post pair would suggest it is the
|
||||||
|
// second half of one.
|
||||||
|
{ label: 'Maturity Auto Close', code: 'MATURITY_AUTO_CLOSE' }
|
||||||
|
];
|
||||||
|
|
||||||
|
branchScopes = [
|
||||||
|
'All',
|
||||||
|
'Selected'
|
||||||
|
];
|
||||||
|
|
||||||
|
private static readonly MONEY = new Intl.NumberFormat('en-IN', {
|
||||||
|
minimumFractionDigits: 2,
|
||||||
|
maximumFractionDigits: 2
|
||||||
|
});
|
||||||
|
|
||||||
|
offices: any[] = [];
|
||||||
|
selectedOfficeNames = new Set<string>();
|
||||||
|
|
||||||
|
/** The run currently previewed on screen, or null once it has been posted or discarded. */
|
||||||
|
generatedRun: any = null;
|
||||||
|
previewRows: any[] = [];
|
||||||
|
|
||||||
|
recentRuns: any[] = [];
|
||||||
|
|
||||||
|
batchForm: UntypedFormGroup = this.formBuilder.group({
|
||||||
|
jobType: [
|
||||||
|
'INTEREST_CALCULATION',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
branchScope: [
|
||||||
|
'All',
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
jobDate: [
|
||||||
|
new Date(),
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
agentFrom: [
|
||||||
|
1,
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
agentTo: [
|
||||||
|
99999,
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
partyFrom: [
|
||||||
|
1,
|
||||||
|
Validators.required
|
||||||
|
],
|
||||||
|
partyTo: [
|
||||||
|
99999999,
|
||||||
|
Validators.required
|
||||||
|
]
|
||||||
|
});
|
||||||
|
|
||||||
|
get jobType(): string {
|
||||||
|
return this.batchForm.get('jobType').value;
|
||||||
|
}
|
||||||
|
|
||||||
|
get jobTypeLabel(): string {
|
||||||
|
return this.jobTypes.find((type) => type.code === this.jobType)?.label ?? this.jobType;
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Commission is per agent, so the party range does not narrow it. */
|
||||||
|
get isCommissionJob(): boolean {
|
||||||
|
return this.jobType.startsWith('COMMISSION');
|
||||||
|
}
|
||||||
|
|
||||||
|
get isPostingJob(): boolean {
|
||||||
|
return this.jobType.endsWith('_POSTING');
|
||||||
|
}
|
||||||
|
|
||||||
|
get isBranchSelected(): boolean {
|
||||||
|
return this.batchForm.get('branchScope')?.value === 'Selected';
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Only a commission calculation has a breakdown worth showing: it is the one job where the figure
|
||||||
|
* applied is not the figure worked out, because TDS and the standing deductions come off it.
|
||||||
|
*/
|
||||||
|
get showsCommissionBreakdown(): boolean {
|
||||||
|
return this.jobType === 'COMMISSION_CALCULATION';
|
||||||
|
}
|
||||||
|
|
||||||
|
/** What Generate found, in words — the same figure the Post button is about to apply. */
|
||||||
|
get previewTotal(): number {
|
||||||
|
return this.previewRows.reduce((total, row) => total + Number(row.amount || 0), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
this.organizationService.getOffices().subscribe((offices: any[]) => {
|
||||||
|
this.offices = offices || [];
|
||||||
|
});
|
||||||
|
this.loadRecentRuns();
|
||||||
|
}
|
||||||
|
|
||||||
|
money(value: any): string {
|
||||||
|
if (value === null || value === undefined || value === '') {
|
||||||
|
return '—';
|
||||||
|
}
|
||||||
|
return DdsBatchProcessingComponent.MONEY.format(Number(value));
|
||||||
|
}
|
||||||
|
|
||||||
|
labelOf(code: string): string {
|
||||||
|
return this.jobTypes.find((type) => type.code === code)?.label ?? code;
|
||||||
|
}
|
||||||
|
|
||||||
|
toggleOffice(officeName: string): void {
|
||||||
|
if (this.selectedOfficeNames.has(officeName)) {
|
||||||
|
this.selectedOfficeNames.delete(officeName);
|
||||||
|
} else {
|
||||||
|
this.selectedOfficeNames.add(officeName);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* What every past run did and whether it was applied. Without this a generated-but-unposted run is
|
||||||
|
* invisible the moment the page is left, and there is no way to tell whether a month's interest
|
||||||
|
* was ever actually posted.
|
||||||
|
*/
|
||||||
|
private loadRecentRuns(): void {
|
||||||
|
this.organizationService.getDdsBatchRuns().subscribe((runs: any[]) => {
|
||||||
|
this.recentRuns = runs || [];
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
generate(): void {
|
||||||
|
const raw = this.batchForm.getRawValue();
|
||||||
|
const dateFormat = this.settingsService.dateFormat;
|
||||||
|
|
||||||
|
const payload: any = {
|
||||||
|
jobType: raw.jobType,
|
||||||
|
branchScope: raw.branchScope,
|
||||||
|
jobDate: this.dateUtils.formatDate(raw.jobDate, dateFormat),
|
||||||
|
agentFrom: raw.agentFrom,
|
||||||
|
agentTo: raw.agentTo,
|
||||||
|
dateFormat,
|
||||||
|
locale: this.settingsService.language.code
|
||||||
|
};
|
||||||
|
|
||||||
|
// The party range narrows an interest job to particular accounts; commission is worked out per
|
||||||
|
// agent on their whole collection, so sending a range there would only imply a filter that has
|
||||||
|
// no effect.
|
||||||
|
if (!this.isCommissionJob) {
|
||||||
|
payload.partyFrom = raw.partyFrom;
|
||||||
|
payload.partyTo = raw.partyTo;
|
||||||
|
}
|
||||||
|
|
||||||
|
if (raw.branchScope === 'Selected') {
|
||||||
|
payload.officeNames = Array.from(this.selectedOfficeNames);
|
||||||
|
}
|
||||||
|
|
||||||
|
this.organizationService.generateDdsBatchRun(payload).subscribe((result: any) => {
|
||||||
|
this.organizationService.getDdsBatchRun(result.resourceId).subscribe((batchRun: any) => {
|
||||||
|
this.generatedRun = batchRun;
|
||||||
|
this.previewRows = batchRun.rows || [];
|
||||||
|
|
||||||
|
// A run that found nothing is the normal outcome of a period already processed, not a
|
||||||
|
// failure — but it has to say so, or an empty table reads as the screen being broken.
|
||||||
|
if (this.previewRows.length === 0) {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Information',
|
||||||
|
message: `${this.jobTypeLabel} found nothing to apply. Either this period has already been processed, or there was no activity in it.`
|
||||||
|
});
|
||||||
|
} else {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Success',
|
||||||
|
message: `${this.jobTypeLabel}: ${this.previewRows.length} ${this.previewRows.length === 1 ? 'entry' : 'entries'} totalling ${this.money(this.previewTotal)} calculated. Nothing has been applied yet — review and press Post.`
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
this.loadRecentRuns();
|
||||||
|
});
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
post(): void {
|
||||||
|
if (!this.generatedRun || this.previewRows.length === 0) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const count = this.previewRows.length;
|
||||||
|
const total = this.money(this.previewTotal);
|
||||||
|
const isPosting = this.isPostingJob;
|
||||||
|
|
||||||
|
// Post is the step that moves money, and it cannot be undone from this screen — so it names
|
||||||
|
// exactly what is about to change rather than asking a generic "are you sure".
|
||||||
|
this.dialog
|
||||||
|
.open(ConfirmationDialogComponent, {
|
||||||
|
data: {
|
||||||
|
type: 'warn',
|
||||||
|
heading: `Post ${this.jobTypeLabel}?`,
|
||||||
|
dialogContext:
|
||||||
|
`${count} ${count === 1 ? 'entry' : 'entries'} totalling ${total} will be applied. ` +
|
||||||
|
(isPosting
|
||||||
|
? 'This credits the customers or pays the agents, and appears on the ledger. '
|
||||||
|
: 'This records what has been earned against each account. ') +
|
||||||
|
'It cannot be undone from this screen.'
|
||||||
|
}
|
||||||
|
})
|
||||||
|
.afterClosed()
|
||||||
|
.subscribe((response: any) => {
|
||||||
|
if (response?.confirm) {
|
||||||
|
this.applyRun(count, total);
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Applies the run, and says what actually happened rather than assuming it finished.
|
||||||
|
*
|
||||||
|
* A crediting run costs what a savings deposit costs on every account it touches, so the server
|
||||||
|
* takes it off the request and does it in the background - the reply comes back in a moment while
|
||||||
|
* the work is still going on. Reporting that as "posted" would tell the clerk a run had finished
|
||||||
|
* seconds after it began, and they would go looking for credits that were still being written.
|
||||||
|
*
|
||||||
|
* So the run is followed until it settles. A calculation run is done by the time the reply lands
|
||||||
|
* and says so at once; a crediting run says it is under way, and the list beneath refreshes itself
|
||||||
|
* until the server marks it posted - or failed, with the reason the server recorded.
|
||||||
|
*/
|
||||||
|
private applyRun(count: number, total: string): void {
|
||||||
|
const label = this.jobTypeLabel;
|
||||||
|
const runId = this.generatedRun.id;
|
||||||
|
const crediting = this.isPostingJob;
|
||||||
|
|
||||||
|
this.organizationService.postDdsBatchRun(runId).subscribe((response: any) => {
|
||||||
|
this.generatedRun = null;
|
||||||
|
this.previewRows = [];
|
||||||
|
this.loadRecentRuns();
|
||||||
|
|
||||||
|
if (heldForApproval(response)) {
|
||||||
|
announceHeldForApproval(
|
||||||
|
response,
|
||||||
|
`${label} (${count} ${count === 1 ? 'entry' : 'entries'}, ${total})`,
|
||||||
|
this.organizationService,
|
||||||
|
this.alertService
|
||||||
|
);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
if (!crediting) {
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Success',
|
||||||
|
message: `${label} posted — ${count} ${count === 1 ? 'entry' : 'entries'}, ${total}.`
|
||||||
|
});
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
this.postingRunId = runId;
|
||||||
|
this.alertService.alert({
|
||||||
|
type: 'Posting',
|
||||||
|
message:
|
||||||
|
`${label} is running — ${count} ${count === 1 ? 'entry' : 'entries'}, ${total}. ` +
|
||||||
|
'It continues in the background; this list will update when it is done.'
|
||||||
|
});
|
||||||
|
this.followRun(runId, label);
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
/** The crediting run being followed, if one is. The screen reads this to show it is under way. */
|
||||||
|
postingRunId: number | null = null;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Watches a background run until the server marks it settled.
|
||||||
|
*
|
||||||
|
* Polled rather than pushed: a batch that takes minutes needs no faster news than this, and a poll
|
||||||
|
* costs nothing when the answer is one row. It gives up after a while rather than asking forever -
|
||||||
|
* the run is still on the list either way, and a clerk can read its status there.
|
||||||
|
*/
|
||||||
|
private followRun(runId: number, label: string): void {
|
||||||
|
let checksLeft = DdsBatchProcessingComponent.MAX_STATUS_CHECKS;
|
||||||
|
|
||||||
|
const check = () => {
|
||||||
|
this.organizationService.getDdsBatchRuns().subscribe({
|
||||||
|
next: (runs: any[]) => {
|
||||||
|
const run = (runs || []).find((each: any) => each.id === runId);
|
||||||
|
const status = run?.status;
|
||||||
|
|
||||||
|
if (status === 'POSTED' || status === 'FAILED') {
|
||||||
|
this.postingRunId = null;
|
||||||
|
this.loadRecentRuns();
|
||||||
|
this.alertService.alert(
|
||||||
|
status === 'POSTED'
|
||||||
|
? { type: 'Success', message: `${label} posted — ${run.rowsPosted ?? run.totalRows} entries applied.` }
|
||||||
|
: { type: 'Error', message: `${label} failed: ${run.failureReason || 'see the run for details'}` }
|
||||||
|
);
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
if (--checksLeft > 0) {
|
||||||
|
setTimeout(check, DdsBatchProcessingComponent.STATUS_CHECK_INTERVAL_MS);
|
||||||
|
} else {
|
||||||
|
// Still going after the wait. Left on the list rather than reported either way - saying
|
||||||
|
// "failed" for a run that is merely long would be worse than saying nothing.
|
||||||
|
this.postingRunId = null;
|
||||||
|
this.loadRecentRuns();
|
||||||
|
}
|
||||||
|
},
|
||||||
|
// A failed status check says nothing about the run itself, which carries on regardless.
|
||||||
|
error: () => {
|
||||||
|
if (--checksLeft > 0) {
|
||||||
|
setTimeout(check, DdsBatchProcessingComponent.STATUS_CHECK_INTERVAL_MS);
|
||||||
|
} else {
|
||||||
|
this.postingRunId = null;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
});
|
||||||
|
};
|
||||||
|
|
||||||
|
setTimeout(check, DdsBatchProcessingComponent.STATUS_CHECK_INTERVAL_MS);
|
||||||
|
}
|
||||||
|
|
||||||
|
private static readonly STATUS_CHECK_INTERVAL_MS = 4000;
|
||||||
|
/** Twenty minutes of checking, which is longer than any run measured here has taken. */
|
||||||
|
private static readonly MAX_STATUS_CHECKS = 300;
|
||||||
|
|
||||||
|
/** Drops the preview without applying it — the safe way out of a calculation that looks wrong. */
|
||||||
|
discard(): void {
|
||||||
|
this.generatedRun = null;
|
||||||
|
this.previewRows = [];
|
||||||
|
}
|
||||||
|
|
||||||
|
exit(): void {
|
||||||
|
this.router.navigate(['/organization']);
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,71 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Injectable } from '@angular/core';
|
||||||
|
import { NativeDateAdapter, MatDateFormats } from '@angular/material/core';
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Day-first dates for the DDS batch screen.
|
||||||
|
*
|
||||||
|
* Angular Material's stock adapter shows and reads dates the American way — 12/31/2026 — and its
|
||||||
|
* parser hands typed input to `Date.parse`, which cannot read a day-first date at all: typing
|
||||||
|
* 31/12/2026 yields no date, so the field silently empties and reports itself invalid.
|
||||||
|
*
|
||||||
|
* On a screen where the date decides which period's interest is calculated, both halves matter: a
|
||||||
|
* clerk who reads 12/31 as the 12th of some month picks the wrong period, and one who types the date
|
||||||
|
* they are used to gets an error with nothing to explain it.
|
||||||
|
*
|
||||||
|
* Scoped to this component rather than provided application-wide. Every other datepicker in the app
|
||||||
|
* has the same behaviour, and changing it globally would alter screens outside DDS.
|
||||||
|
*/
|
||||||
|
@Injectable()
|
||||||
|
export class DdsDateAdapter extends NativeDateAdapter {
|
||||||
|
/** Matches d/m/yyyy, with or without leading zeros, on / . or - separators. */
|
||||||
|
private static readonly DAY_FIRST = /^(\d{1,2})[/.-](\d{1,2})[/.-](\d{4})$/;
|
||||||
|
|
||||||
|
override parse(value: any): Date | null {
|
||||||
|
if (typeof value === 'string') {
|
||||||
|
const match = DdsDateAdapter.DAY_FIRST.exec(value.trim());
|
||||||
|
if (match) {
|
||||||
|
const day = Number(match[1]);
|
||||||
|
const month = Number(match[2]);
|
||||||
|
const year = Number(match[3]);
|
||||||
|
|
||||||
|
const parsed = new Date(year, month - 1, day);
|
||||||
|
// JavaScript rolls an out-of-range day into the next month rather than rejecting it, so
|
||||||
|
// 31/02/2026 would quietly become the 3rd of March. Reading the parts back catches that.
|
||||||
|
const isRealDate =
|
||||||
|
parsed.getFullYear() === year && parsed.getMonth() === month - 1 && parsed.getDate() === day;
|
||||||
|
return isRealDate ? parsed : null;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
return super.parse(value);
|
||||||
|
}
|
||||||
|
|
||||||
|
override format(date: Date, displayFormat: any): string {
|
||||||
|
if (displayFormat === 'input') {
|
||||||
|
return `${this.pad(date.getDate())}/${this.pad(date.getMonth() + 1)}/${date.getFullYear()}`;
|
||||||
|
}
|
||||||
|
return super.format(date, displayFormat);
|
||||||
|
}
|
||||||
|
|
||||||
|
private pad(value: number): string {
|
||||||
|
return value < 10 ? `0${value}` : `${value}`;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/** Tells the datepicker to render the field itself day-first; the calendar keeps its usual labels. */
|
||||||
|
export const DDS_DATE_FORMATS: MatDateFormats = {
|
||||||
|
parse: { dateInput: 'input' },
|
||||||
|
display: {
|
||||||
|
dateInput: 'input',
|
||||||
|
monthYearLabel: { year: 'numeric', month: 'short' },
|
||||||
|
dateA11yLabel: { year: 'numeric', month: 'long', day: 'numeric' },
|
||||||
|
monthYearA11yLabel: { year: 'numeric', month: 'long' }
|
||||||
|
}
|
||||||
|
};
|
||||||
@@ -17,6 +17,10 @@ import { Route } from '../core/route/route.service';
|
|||||||
import { OrganizationComponent } from './organization.component';
|
import { OrganizationComponent } from './organization.component';
|
||||||
import { LoanProvisioningCriteriaComponent } from './loan-provisioning-criteria/loan-provisioning-criteria.component';
|
import { LoanProvisioningCriteriaComponent } from './loan-provisioning-criteria/loan-provisioning-criteria.component';
|
||||||
import { OfficesComponent } from './offices/offices.component';
|
import { OfficesComponent } from './offices/offices.component';
|
||||||
|
import { AgentMasterComponent } from './agent-master/agent-master.component';
|
||||||
|
import { CreateAgentComponent } from './agent-master/create-agent/create-agent.component';
|
||||||
|
import { CommissionSlabMasterComponent } from './commission-slab-master/commission-slab-master.component';
|
||||||
|
import { DdsBatchProcessingComponent } from './dds-batch-processing/dds-batch-processing.component';
|
||||||
import { EmployeesComponent } from './employees/employees.component';
|
import { EmployeesComponent } from './employees/employees.component';
|
||||||
import { CreateEmployeeComponent } from './employees/create-employee/create-employee.component';
|
import { CreateEmployeeComponent } from './employees/create-employee/create-employee.component';
|
||||||
import { ViewEmployeeComponent } from './employees/view-employee/view-employee.component';
|
import { ViewEmployeeComponent } from './employees/view-employee/view-employee.component';
|
||||||
@@ -237,6 +241,36 @@ const routes: Routes = [
|
|||||||
}
|
}
|
||||||
]
|
]
|
||||||
},
|
},
|
||||||
|
{
|
||||||
|
path: 'agent-master',
|
||||||
|
data: { title: 'Agent Master', breadcrumb: 'Agent Master' },
|
||||||
|
children: [
|
||||||
|
{
|
||||||
|
path: '',
|
||||||
|
component: AgentMasterComponent
|
||||||
|
},
|
||||||
|
{
|
||||||
|
path: 'create',
|
||||||
|
component: CreateAgentComponent,
|
||||||
|
data: { title: 'Create Agent', breadcrumb: 'Create' }
|
||||||
|
},
|
||||||
|
{
|
||||||
|
path: ':agentId/edit',
|
||||||
|
component: CreateAgentComponent,
|
||||||
|
data: { title: 'Edit Agent', breadcrumb: 'Edit', routeParamBreadcrumb: false }
|
||||||
|
}
|
||||||
|
]
|
||||||
|
},
|
||||||
|
{
|
||||||
|
path: 'commission-slab-master',
|
||||||
|
component: CommissionSlabMasterComponent,
|
||||||
|
data: { title: 'Commission Slab Master', breadcrumb: 'Commission Slab Master' }
|
||||||
|
},
|
||||||
|
{
|
||||||
|
path: 'dds-batch-processing',
|
||||||
|
component: DdsBatchProcessingComponent,
|
||||||
|
data: { title: 'DDS Interest & Commission Batch', breadcrumb: 'DDS Batch Processing' }
|
||||||
|
},
|
||||||
{
|
{
|
||||||
// Bank's own profile — name, legal name, code, registration, address/contact. A
|
// Bank's own profile — name, legal name, code, registration, address/contact. A
|
||||||
// singleton, unlike every other screen under Organization, so it has no create/list step.
|
// singleton, unlike every other screen under Organization, so it has no create/list step.
|
||||||
|
|||||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user