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166 changed files with 13062 additions and 4923 deletions
@@ -11,6 +11,10 @@ import { Routes, RouterModule } from '@angular/router';
import { Route } from '../core/route/route.service';
import { AccountsListComponent } from './accounts-list/accounts-list.component';
import { PartyMasterComponent } from '../deposits/party-master/party-master.component';
import { 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';
const routes: Routes = [
Route.withShell([
@@ -41,6 +45,28 @@ const routes: Routes = [
title: 'Recurring Deposit Accounts',
breadcrumb: 'Recurring Deposit Accounts'
}
},
{
path: 'dds',
component: PartyMasterComponent,
data: { title: 'Daily Deposit Scheme — Party Master', breadcrumb: 'Party Master' }
},
{
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' }
}
]
}
]
}
@@ -263,6 +263,7 @@
<mat-form-field appearance="outline" class="name-field last-name">
<mat-label>{{ 'labels.inputs.Last Name' | translate }}</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>person</mat-icon></span>
<<<<<<< Updated upstream
<input
matInput
required
@@ -271,6 +272,9 @@
(blur)="capitalizeControl('lastname')"
style="text-transform: capitalize"
/>
=======
<input matInput required formControlName="lastname" autocomplete="off" (input)="formatName('lastname')" />
>>>>>>> Stashed changes
@if (createClientForm.controls.lastname.hasError('required')) {
<mat-error>Last name is <strong>required</strong></mat-error>
} @else if (createClientForm.controls.lastname.hasError('pattern')) {
@@ -2590,6 +2590,28 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
dormantFlag: 'ACTIVE'
};
}
/**
* Automatically capitalizes the first letter of each word and lowercases the rest.
* e.g., "sri rAm" -> "Sri Ram"
*/
formatName(controlName: string): void {
const control = this.createClientForm.get(controlName);
if (!control || typeof control.value !== 'string') return;
const val = control.value;
const formatted = val
.split(' ')
.map((word: string) => {
if (!word) return '';
return word.charAt(0).toUpperCase() + word.slice(1).toLowerCase();
})
.join(' ');
if (formatted !== val) {
control.setValue(formatted, { emitEvent: false });
}
}
}
/**
@@ -435,17 +435,12 @@
@if (!showClosedFixedAccounts) {
<div class="table-wrapper">
<table mat-table [dataSource]="fixedDepositAccountsForDisplay | accountsFilter: 'saving' : 'open' : 'isFixed'">
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'open' : 'isFixed'">
<ng-container matColumnDef="Account No">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
<td mat-cell *matCellDef="let element">
<i class="fa fa-stop" [ngClass]="element.status.code | statusLookup"></i>
<mifosx-account-number
accountNo="{{ element.fdAccountNumber || element.accountNo }}"
></mifosx-account-number>
@if (element.renewalCycleNo) {
<span class="fd-renewal-badge">Renewal {{ element.renewalCycleNo }}</span>
}
<mifosx-account-number accountNo="{{ element.accountNo }}"></mifosx-account-number>
</td>
</ng-container>
<ng-container matColumnDef="Saving Account">
@@ -529,20 +524,12 @@
<!-- Closed Fixed Deposit Accounts -->
@if (showClosedFixedAccounts) {
<div class="table-wrapper">
<table
mat-table
[dataSource]="fixedDepositAccountsForDisplay | accountsFilter: 'saving' : 'closed' : 'isFixed'"
>
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'closed' : 'isFixed'">
<ng-container matColumnDef="Account No">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
<td mat-cell *matCellDef="let element">
<i class="fa fa-stop" [ngClass]="element.status.code | statusLookup"></i>
<mifosx-account-number
accountNo="{{ element.fdAccountNumber || element.accountNo }}"
></mifosx-account-number>
@if (element.renewalCycleNo) {
<span class="fd-renewal-badge">Renewal {{ element.renewalCycleNo }}</span>
}
<mifosx-account-number accountNo="{{ element.accountNo }}"></mifosx-account-number>
</td>
</ng-container>
<ng-container matColumnDef="Saving Account">
@@ -209,20 +209,6 @@ $red: #d93025;
gap: 0;
}
// Marks an FD row that is a renewal of an earlier term, since the row shows the original FD number
// rather than this term's own account number.
.fd-renewal-badge {
display: inline-block;
margin-left: 8px;
padding: 1px 7px;
border-radius: 10px;
background-color: $gray-200;
color: $gray-700;
font-size: 11px;
font-weight: 500;
white-space: nowrap;
}
// ── Table Wrapper ──
.table-wrapper {
border-radius: 0 0 8px 8px;
@@ -234,57 +234,7 @@ export class GeneralTabComponent implements OnDestroy {
}
get fixedDepositCount(): number {
return this.fixedDepositAccountsForDisplay.filter(
(a: any) => a.depositType?.code === 'depositAccountType.fixedDeposit'
).length;
}
/**
* Accounts for the Fixed Deposit sections, with superseded renewal cycles folded away.
*
* An FD renewal closes one account and opens the next term as its own account row, so a renewed FD
* would otherwise appear twice on this page -- the matured term under Closed and the new term under
* Active -- reading as two unrelated deposits. A closed term is therefore dropped whenever a later
* cycle of the same FD (same `fdAccountNumber`) exists, leaving one row per FD that shows its
* current term. A chain that has genuinely ended keeps its final term, so it still lists as closed.
*
* Only FD rows are rewritten; savings, RD, current and share accounts pass through untouched.
*/
get fixedDepositAccountsForDisplay(): any[] {
// Memoised on the source array's identity. This getter is bound straight to two [dataSource] inputs, so
// returning a freshly built array on every change-detection pass would make the table re-bind and
// re-render its rows on every tick -- mouse moves included.
if (this.fdDisplayCacheSource !== this.savingAccounts) {
this.fdDisplayCacheSource = this.savingAccounts;
this.fdDisplayCache = this.foldSupersededFdCycles(this.savingAccounts);
}
return this.fdDisplayCache;
}
private fdDisplayCacheSource: any[] = null;
private fdDisplayCache: any[] = [];
private foldSupersededFdCycles(accounts: any[]): any[] {
const latestCycleByFd = new Map<string, number>();
for (const account of accounts) {
if (account?.depositType?.code !== 'depositAccountType.fixedDeposit') {
continue;
}
const fdNumber = account.fdAccountNumber ?? account.accountNo;
const cycle = account.renewalCycleNo ?? 0;
if (cycle > (latestCycleByFd.get(fdNumber) ?? -1)) {
latestCycleByFd.set(fdNumber, cycle);
}
}
return accounts.filter((account: any) => {
if (account?.depositType?.code !== 'depositAccountType.fixedDeposit') {
return true;
}
const fdNumber = account.fdAccountNumber ?? account.accountNo;
const cycle = account.renewalCycleNo ?? 0;
return cycle === latestCycleByFd.get(fdNumber);
});
return this.savingAccounts.filter((a: any) => a.depositType?.code === 'depositAccountType.fixedDeposit').length;
}
get recurringDepositCount(): number {
+7 -2
View File
@@ -1048,14 +1048,16 @@
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
<fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
</button>
<button mat-menu-item tabindex="0"><fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS</button>
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds']">
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS
</button>
</div>
<div class="deposit-menu-group">
<div class="deposit-group-title">Agent</div>
<button mat-menu-item tabindex="0">
<fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
</button>
<button mat-menu-item tabindex="0">
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds-collection']">
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
</button>
<button mat-menu-item tabindex="0">
@@ -1070,6 +1072,9 @@
</div>
<div class="deposit-menu-group">
<div class="deposit-group-title">Reports</div>
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds-reports']">
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Reports
</button>
<button mat-menu-item tabindex="0">
<fa-icon icon="clock" class="menu-item-icon"></fa-icon> Account Expiry
</button>
@@ -12,7 +12,9 @@
<fa-icon icon="university" class="cca-header__icon"></fa-icon>
<div>
<h2 class="cca-header__title">Create Current Account</h2>
<div class="cca-header__sub">Pick a product, confirm currency and review before submit.</div>
<div class="cca-header__sub">
Pick a product, confirm currency, set digital channels and review before submit.
</div>
</div>
</div>
@@ -76,7 +78,34 @@
</div>
</mat-tab>
<!-- Tab 3: Preview -->
<!-- Tab 3: Digital -->
<mat-tab [disabled]="!currentAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="mobile-alt" class="cca-tab__icon"></fa-icon>
Digital
</ng-template>
<div class="cca-tab-body">
@if (currentAccountProductTemplate) {
<mifosx-current-account-digital-step
[currentAccountProductTemplate]="currentAccountProductTemplate"
></mifosx-current-account-digital-step>
}
<div class="cca-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cca-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!currentAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cca-tab__icon"></fa-icon>
@@ -57,8 +57,8 @@ export class CreateCurrentAccountComponent {
currentAccountProductTemplate: any;
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
/** Total wizard tabs — Product, Currency, Preview. */
private readonly totalTabs = 3;
/** Total wizard tabs — Product, Currency, Digital, Preview. */
private readonly totalTabs = 4;
@ViewChild(CurrentAccountDetailsStepComponent, { static: true })
currentAccountDetailsStep: CurrentAccountDetailsStepComponent;
@@ -30,6 +30,18 @@
</mat-error>
}
</mat-form-field>
<mat-form-field class="flex-fill">
<mat-label>Opening Balance</mat-label>
<input matInput type="number" [min]="minRequiredOpeningBalance ?? 0" formControlName="openingBalance" />
<span matPrefix>₹&nbsp;</span>
@if (minRequiredOpeningBalance) {
<mat-hint>Minimum required: ₹{{ minRequiredOpeningBalance }}</mat-hint>
}
@if (activateCurrentAccountForm.controls.openingBalance.hasError('min')) {
<mat-error>Opening balance must be at least ₹{{ minRequiredOpeningBalance ?? 0 }}</mat-error>
}
</mat-form-field>
</div>
</mat-card-content>
@@ -7,7 +7,7 @@
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { Component, OnInit, Input, inject } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
import { Dates } from 'app/core/utils/dates';
@@ -36,6 +36,8 @@ export class ActivateCurrentAccountComponent implements OnInit {
private router = inject(Router);
private settingsService = inject(SettingsService);
@Input() minRequiredOpeningBalance: number | null = null;
/** Minimum date allowed. */
minDate = new Date(2000, 0, 1);
/** Maximum date allowed. */
@@ -69,10 +71,18 @@ export class ActivateCurrentAccountComponent implements OnInit {
* Creates the activate current account form.
*/
createActivateCurrentAccountForm() {
const minBalance = this.minRequiredOpeningBalance ?? 0;
this.activateCurrentAccountForm = this.formBuilder.group({
activatedOnDate: [
'',
Validators.required
],
openingBalance: [
minBalance,
[
Validators.required,
Validators.min(minBalance)
]
]
});
}
@@ -10,7 +10,6 @@
<mat-card>
<form [formGroup]="approveCurrentAccountForm" (ngSubmit)="submit()">
<mat-card-content>
<p class="mat-body-2">This approves and activates the account in one step -- it goes straight to Active.</p>
<div class="layout-column">
<mat-form-field (click)="approvedOnDatePicker.open()">
<mat-label>{{ 'labels.inputs.Approved On Date' | translate }}</mat-label>
@@ -81,9 +81,8 @@ export class ApproveCurrentAccountComponent implements OnInit {
}
/**
* Submits the form, approves the current account, then immediately activates it on the same
* date -- Approve and Activate are still two separate Fineract commands underneath (each shows
* up in the audit trail), but the officer only sees and clicks through one step.
* Submits the form and approves the current account,
* if successful redirects to the current account.
*/
submit() {
const approveCurrentAccountFormData = this.approveCurrentAccountForm.value;
@@ -99,16 +98,7 @@ export class ApproveCurrentAccountComponent implements OnInit {
locale
};
this.currentAccountsService.executeCurrentAccountCommand(this.accountId, 'approve', data).subscribe(() => {
const activationData = {
activatedOnDate: approveCurrentAccountFormData.approvedOnDate,
dateFormat,
locale
};
this.currentAccountsService
.executeCurrentAccountCommand(this.accountId, 'activate', activationData)
.subscribe(() => {
this.router.navigate(['../../transactions'], { relativeTo: this.route });
});
this.router.navigate(['../../transactions'], { relativeTo: this.route });
});
}
}
@@ -13,7 +13,9 @@
<mifosx-reject-current-account></mifosx-reject-current-account>
}
@if (actions['Activate']) {
<mifosx-activate-current-account></mifosx-activate-current-account>
<mifosx-activate-current-account
[minRequiredOpeningBalance]="accountData?.minRequiredOpeningBalance"
></mifosx-activate-current-account>
}
@if (actions['Undo Approval']) {
<mifosx-undo-approval-current-account></mifosx-undo-approval-current-account>
@@ -15,6 +15,7 @@
<h3 class="dig-header__title">Digital &amp; Account Features</h3>
<p class="dig-header__sub">Toggle the facilities available for this account (as per RBI guidelines)</p>
</div>
<span class="dig-header__badge">FROM PRODUCT</span>
</div>
<div class="dig-grid">
@@ -52,11 +52,12 @@ export class CurrentAccountDigitalStepComponent {
}
}
// Note: a new account always starts with every digital facility off, even if the product has
// its own defaults configured -- those are enabled deliberately, one at a time, after the
// account is created and active, not inherited automatically at opening.
@Input()
currentAccountProductTemplate: any;
set currentAccountProductTemplate(value: any) {
if (!this.hasExistingAccount && value?.accountFacilityConfig) {
this.facilityConfig = { ...DEFAULT_FACILITY_CONFIG, ...value.accountFacilityConfig };
}
}
get currentAccountDigital() {
return { accountFacilityConfig: { ...this.facilityConfig } };
@@ -136,11 +136,12 @@ export class CurrentAccountPreviewStepComponent implements OnChanges {
return this.currentAccountSettingsForm?.getRawValue?.() || this.currentAccount || {};
}
/** Digital facility config as actually captured by a digital step in this wizard -- no fallback
* to the product's own defaults, since account creation no longer has a digital step at all and
* must not preview facilities the officer never actually chose. */
get digitalFacilityConfig(): any {
return this.currentAccountDigital?.accountFacilityConfig ?? null;
return (
this.currentAccountDigital?.accountFacilityConfig ??
this.currentAccountProductTemplate?.accountFacilityConfig ??
null
);
}
get hasDigitalSection(): boolean {
@@ -0,0 +1,241 @@
<!--
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>
<p class="dte-info-panel__hint">Populated once a party is selected in a collection row below.</p>
</div>
</div>
<div class="dte-controls">
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Agent</mat-label>
<input matInput required formControlName="agentId" />
</mat-form-field>
<button mat-stroked-button type="button" (click)="loadAgent()"><i class="fas fa-search"></i> Load</button>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Date</mat-label>
<input matInput required [matDatepicker]="txnDatePicker" formControlName="transactionDate" />
<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) {
<mat-option [value]="type">{{ type }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
@if (isPartyTran) {
<div class="dte-section">
<div class="dte-section__header">
<i class="fas fa-list"></i>
<h3>Today's Collections</h3>
<button mat-stroked-button type="button" class="dte-add-row" (click)="addCollectionRow()">
<i class="fas fa-plus"></i> Add Row
</button>
</div>
@if (collections.length === 0) {
<p class="dte-empty">No collection rows added yet.</p>
}
@for (row of collections.controls; track row; let i = $index) {
<div class="dte-collection-row" [formGroup]="$any(row)">
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Party Code</mat-label>
<input matInput required formControlName="partyCode" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>TRTP</mat-label>
<mat-select required formControlName="transactionMode">
@for (mode of transactionModes; track mode) {
<mat-option [value]="mode">{{ mode }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>AC Type</mat-label>
<input matInput formControlName="accountType" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>A/C No.</mat-label>
<input matInput required formControlName="accountNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Amount</mat-label>
<input matInput required type="number" formControlName="amount" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Cheque No</mat-label>
<input matInput formControlName="chequeNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Token No</mat-label>
<input matInput formControlName="tokenNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field dte-field--wide">
<mat-label>Description</mat-label>
<input matInput formControlName="description" />
</mat-form-field>
<button
mat-icon-button
type="button"
class="dte-remove-row"
(click)="removeCollectionRow(i)"
matTooltip="Remove row"
>
<i class="fas fa-trash"></i>
</button>
</div>
}
</div>
}
@if (isAgentTran) {
<div class="dte-section">
<div class="dte-section__header">
<i class="fas fa-hand-holding-usd"></i>
<h3>Agent Settlement</h3>
</div>
<p class="dte-info-panel__hint">
Cash the agent hands over to the branch, deducted from the agent's collected balance shown above.
</p>
<div class="dte-grid">
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Amount</mat-label>
<input matInput required type="number" formControlName="settlementAmount" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>TRTP</mat-label>
<mat-select required formControlName="settlementMode">
@for (mode of transactionModes; track mode) {
<mat-option [value]="mode">{{ mode }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>AC Type</mat-label>
<input matInput formControlName="settlementAccountType" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>A/C No.</mat-label>
<input matInput formControlName="settlementAccountNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field dte-field--wide">
<mat-label>Description</mat-label>
<input matInput formControlName="settlementDescription" />
</mat-form-field>
</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" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Creditor Party Name</mat-label>
<input matInput formControlName="creditorPartyName" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Creditor Curr Bal</mat-label>
<input matInput formControlName="creditorPartyBalance" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Debit Party Code</mat-label>
<input matInput formControlName="debitPartyCode" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Debit Party Name</mat-label>
<input matInput formControlName="debitPartyName" />
</mat-form-field>
<mat-form-field appearance="outline" class="dte-field">
<mat-label>Debit Curr Bal</mat-label>
<input matInput formControlName="debitPartyBalance" />
</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>
<button mat-raised-button color="primary" type="button" [disabled]="entryForm.invalid" (click)="save()">
Save
</button>
</div>
</form>
</div>
</div>
@@ -0,0 +1,187 @@
/**
* 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 {
max-width: 1080px;
margin: 0 auto;
padding: 24px 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;
}
.dte-field {
min-width: 180px;
&--wide {
grid-column: span 2;
}
}
.dte-section {
padding: 16px 0;
border-top: 1px solid rgb(0 0 0 / 8%);
&__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;
}
.dte-collection-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;
}
}
.dte-collection-row .dte-field--wide {
grid-column: span 2;
}
.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);
}
}
@@ -0,0 +1,290 @@
/**
* 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 { UntypedFormBuilder, UntypedFormGroup, UntypedFormArray, 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 { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
/**
* Daily Transaction Entry component.
*
* The screen a collection agent uses at the end of a day's round: pick a
* transaction type, then batch-enter that day's collections against
* assigned parties (Party Tran), settle collected cash to the branch
* (Agent Tran), or record a withdrawal/transfer between accounts (Withdraw
* Deposite). Modelled directly on the legacy Daily Transaction Detail
* screen this replaces.
*
* Backed by the DDS Party Transaction API (`/dds/partytransactions`) for
* Party Tran, Agent Tran and Withdraw Deposite - the three types this
* screen actually collects fields for; Party Payment / OD Entry / OD
* Payment remain placeholders until the backend distinguishes them too.
* "Retrieve" (a ready-made list of today's assigned parties) isn't wired -
* that needs a dedicated per-agent Party lookup this MVP doesn't have yet.
*/
@Component({
selector: 'mifosx-daily-transaction-entry',
templateUrl: './daily-transaction-entry.component.html',
styleUrls: ['./daily-transaction-entry.component.scss'],
imports: [...STANDALONE_SHARED_IMPORTS]
})
export class DailyTransactionEntryComponent {
private formBuilder = inject(UntypedFormBuilder);
private router = inject(Router);
private organizationService = inject(OrganizationService);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
private static readonly TRANSACTION_TYPE_CODES: Record<string, string> = {
'Party Tran': 'PARTY_TRAN',
'Agent Tran': 'AGENT_TRAN',
'Withdraw Deposite': 'WITHDRAW_DEPOSITE'
};
transactionTypes = [
'Party Tran',
'Agent Tran',
'Party Payment',
'OD Entry',
'OD Payment',
'Withdraw Deposite'
];
transactionModes = [
'Cash',
'Transfer',
'Clearing'
];
entryForm: UntypedFormGroup = this.formBuilder.group({
agentId: [
'',
Validators.required
],
transactionType: [
'Party Tran',
Validators.required
],
transactionDate: [
new Date(),
Validators.required
],
// Withdraw Deposite fields
creditorPartyCode: [''],
creditorPartyName: [
{
value: '',
disabled: true
}
],
creditorPartyBalance: [
{
value: 0,
disabled: true
}
],
debitPartyCode: [''],
debitPartyName: [
{
value: '',
disabled: true
}
],
debitPartyBalance: [
{
value: 0,
disabled: true
}
],
withdrawAmount: [0],
withdrawDescription: [''],
// Agent Tran fields
settlementAmount: [0],
settlementMode: ['Cash'],
settlementAccountType: [''],
settlementAccountNo: [''],
settlementDescription: [''],
collections: this.formBuilder.array([])
});
agentInfo = {
name: '',
address: '',
city: '',
accountNo: '',
guarantor1: '',
guarantor2: '',
currentBalance: 0
};
get isPartyTran(): boolean {
return this.entryForm.get('transactionType').value === 'Party Tran';
}
get isWithdrawDeposite(): boolean {
return this.entryForm.get('transactionType').value === 'Withdraw Deposite';
}
get isAgentTran(): boolean {
return this.entryForm.get('transactionType').value === 'Agent Tran';
}
get collections(): UntypedFormArray {
return this.entryForm.get('collections') as UntypedFormArray;
}
private buildCollectionRow(): UntypedFormGroup {
return this.formBuilder.group({
partyCode: [
'',
Validators.required
],
transactionMode: [
'Cash',
Validators.required
],
accountType: [''],
accountNo: [
'',
Validators.required
],
amount: [
0,
Validators.required
],
chequeNo: [''],
tokenNo: [''],
description: [''],
partyName: [
{
value: '',
disabled: true
}
],
balanceAfterTransaction: [
{
value: 0,
disabled: true
}
]
});
}
addCollectionRow(): void {
this.collections.push(this.buildCollectionRow());
}
removeCollectionRow(index: number): void {
this.collections.removeAt(index);
}
loadAgent(): void {
const agentId = this.entryForm.get('agentId')?.value;
if (!agentId) {
return;
}
this.organizationService.getAgent(agentId).subscribe((agent: any) => {
const guarantors = agent.guarantors || [];
this.agentInfo = {
name: agent.agentNameId || '',
address: agent.agentAddress1 || '',
city: agent.agentCity || '',
accountNo: agent.agentSavingAccountNo || '',
guarantor1: guarantors[0]?.guarantorName || '',
guarantor2: guarantors[1]?.guarantorName || '',
currentBalance: agent.agentCurrentBalance || 0
};
});
}
retrieve(): void {
// No "my assigned parties" read API exists yet — this will pre-fill
// the collections grid with today's assigned parties once available.
}
viewLedger(): void {
// No ledger view exists yet for this agent.
}
signature(): void {
// No signature capture/verification flow exists yet.
}
cancel(): void {
this.entryForm.reset({
transactionType: 'Party Tran',
transactionDate: new Date()
});
this.collections.clear();
}
exit(): void {
this.router.navigate(['/accounts/savings']);
}
save(): void {
const raw = this.entryForm.getRawValue();
const dateFormat = this.settingsService.dateFormat;
const locale = this.settingsService.language.code;
const transactionType = DailyTransactionEntryComponent.TRANSACTION_TYPE_CODES[raw.transactionType];
const payload: any = {
agentId: Number(raw.agentId),
transactionType,
transactionDate: this.dateUtils.formatDate(raw.transactionDate, dateFormat),
dateFormat,
locale
};
if (this.isPartyTran) {
payload.collections = (raw.collections || []).map((row: any) => ({
partyCode: row.partyCode,
transactionMode: row.transactionMode,
accountType: row.accountType || undefined,
accountNo: row.accountNo,
amount: row.amount,
chequeNo: row.chequeNo || undefined,
tokenNo: row.tokenNo || undefined,
description: row.description || undefined
}));
} else if (this.isWithdrawDeposite) {
payload.creditorPartyCode = raw.creditorPartyCode;
payload.debitPartyCode = raw.debitPartyCode;
payload.withdrawAmount = raw.withdrawAmount;
payload.withdrawDescription = raw.withdrawDescription || undefined;
} else if (this.isAgentTran) {
payload.amount = raw.settlementAmount;
payload.transactionMode = raw.settlementMode;
payload.accountType = raw.settlementAccountType || undefined;
payload.accountNo = raw.settlementAccountNo || undefined;
payload.description = raw.settlementDescription || undefined;
}
this.organizationService.createPartyTransaction(payload).subscribe(() => {
this.collections.clear();
this.entryForm.patchValue({
creditorPartyCode: '',
debitPartyCode: '',
withdrawAmount: 0,
withdrawDescription: '',
settlementAmount: 0,
settlementAccountType: '',
settlementAccountNo: '',
settlementDescription: ''
});
this.loadAgent();
});
}
}
@@ -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 +1,94 @@
<!--
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/.
-->
<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">
<div class="rv-grid">
<mat-form-field appearance="outline" class="rv-field">
<mat-label>From Date</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>To Date</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>
<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>
<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>
<button mat-raised-button color="primary" type="button" [disabled]="filterForm.invalid" (click)="runReport()">
<i class="fas fa-play" style="margin-right: 6px"></i> 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 {
<div class="rv-table-scroll">
<table class="rv-table">
<thead>
<tr>
@for (column of columns; track column) {
<th>{{ column }}</th>
}
</tr>
</thead>
<tbody>
@for (row of rows; track row) {
<tr>
@for (column of columns; track column) {
<td>{{ row[column] }}</td>
}
</tr>
}
</tbody>
</table>
</div>
}
</div>
}
</form>
</div>
</div>
@@ -0,0 +1,103 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
$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%);
}
}
@media (width <= 900px) {
.rv-grid {
grid-template-columns: repeat(2, 1fr);
}
}
@@ -0,0 +1,120 @@
/**
* 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 { 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 {
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'
};
reportName: string = this.route.snapshot.paramMap.get('reportName') || 'Report';
hasRun = false;
available = true;
unavailableMessage = '';
columns: string[] = [];
rows: Array<Record<string, any>> = [];
filterForm: UntypedFormGroup = this.formBuilder.group({
fromDate: [
'',
Validators.required
],
toDate: [
'',
Validators.required
],
agentFrom: [1],
agentTo: [99999],
partyFrom: [1],
partyTo: [99999999]
});
runReport(): void {
const reportKey = ReportViewerComponent.REPORT_KEYS[this.reportName];
if (!reportKey) {
return;
}
const raw = this.filterForm.getRawValue();
this.organizationService
.runDdsReport(reportKey, {
fromDate: this.dateUtils.getDate(raw.fromDate),
toDate: this.dateUtils.getDate(raw.toDate),
agentFrom: raw.agentFrom,
agentTo: raw.agentTo,
partyFrom: raw.partyFrom,
partyTo: raw.partyTo
})
.subscribe((result: any) => {
this.available = result.available;
this.unavailableMessage = result.message || '';
this.columns = result.columns || [];
this.rows = result.rows || [];
this.hasRun = true;
});
}
exit(): void {
this.router.navigate(['../../'], { relativeTo: this.route });
}
}
@@ -33,7 +33,6 @@
<mifosx-fixed-deposit-account-details-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountTemplate"
(fixedDepositsAccountProductTemplate)="setTemplate($event)"
[externalLinkedAccountId]="fixedDepositAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
[hideButtons]="true"
>
</mifosx-fixed-deposit-account-details-step>
@@ -108,40 +107,7 @@
</div>
</mat-tab>
<!-- Tab 4: Terms -->
<mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="file-alt" class="cfa-tab__icon"></fa-icon>
Terms
</ng-template>
<div class="cfa-tab-body">
@if (fixedDepositsAccountProductTemplate) {
<mifosx-fixed-deposit-account-maturity-terms-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountTemplate"
[fixedDepositsAccountProductTemplate]="fixedDepositsAccountProductTemplate"
[linkedSavingsAccountId]="
fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
? fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.id
: null
"
></mifosx-fixed-deposit-account-maturity-terms-step>
}
<div class="cfa-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cfa-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 5: Preview -->
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cfa-tab__icon"></fa-icon>
@@ -155,7 +121,6 @@
[fixedDepositAccountData]="fixedDepositAccount"
[selectedTenure]="selectedTenure"
[fdNominees]="fixedDepositAccountCurrencyStep?.nominees ?? []"
[closureSettings]="fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}"
[hideButtons]="true"
(submitEvent)="submit()"
></mifosx-fixed-deposit-account-preview-step>
@@ -24,7 +24,6 @@ import { MatTabsModule } from '@angular/material/tabs';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { FixedDepositAccountInterestRateChartStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component';
import { FixedDepositAccountPreviewStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component';
import { FixedDepositAccountMaturityTermsStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -41,7 +40,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
FixedDepositAccountDetailsStepComponent,
FixedDepositAccountInterestRateChartStepComponent,
FixedDepositAccountCurrencyStepComponent,
FixedDepositAccountMaturityTermsStepComponent,
FixedDepositAccountPreviewStepComponent
]
})
@@ -58,10 +56,6 @@ export class CreateFixedDepositAccountComponent {
fixedDepositsAccountDetailsStep: FixedDepositAccountDetailsStepComponent;
@ViewChild(FixedDepositAccountCurrencyStepComponent)
fixedDepositAccountCurrencyStep: FixedDepositAccountCurrencyStepComponent;
@ViewChild(FixedDepositAccountPreviewStepComponent)
fixedDepositAccountPreviewStep: FixedDepositAccountPreviewStepComponent;
@ViewChild(FixedDepositAccountMaturityTermsStepComponent)
fixedDepositAccountMaturityTermsStep: FixedDepositAccountMaturityTermsStepComponent;
/** Fixed Deposits Account Template */
fixedDepositsAccountTemplate: any;
@@ -69,8 +63,8 @@ export class CreateFixedDepositAccountComponent {
fixedDepositsAccountProductTemplate: any;
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
/** Total wizard tabs — Product, Currency, Chart, Terms, Preview. */
private readonly totalTabs = 5;
/** Total wizard tabs — Product, Currency, Chart, Preview. */
private readonly totalTabs = 4;
/** Active CBS base interest rate versions for the selected product's FD type */
cbsBaseRates: any[] = [];
/** Tenure selected from the interest rate chart step */
@@ -249,7 +243,6 @@ export class CreateFixedDepositAccountComponent {
...this.fixedDepositAccount,
...terms,
...settings,
...(this.fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}),
...(this.selectedTenure
? {
depositPeriod: this.selectedTenure.depositPeriod,
@@ -35,7 +35,6 @@
<mifosx-fixed-deposit-account-details-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountAndTemplate"
(fixedDepositsAccountProductTemplate)="setTemplate($event)"
[externalLinkedAccountId]="fixedDepositAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
[hideButtons]="true"
>
</mifosx-fixed-deposit-account-details-step>
@@ -112,40 +111,7 @@
</div>
</mat-tab>
<!-- Tab 4: Terms -->
<mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="file-alt" class="cfa-tab__icon"></fa-icon>
Terms
</ng-template>
<div class="cfa-tab-body">
@if (fixedDepositsAccountProductTemplate) {
<mifosx-fixed-deposit-account-maturity-terms-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountAndTemplate"
[fixedDepositsAccountProductTemplate]="fixedDepositsAccountProductTemplate"
[linkedSavingsAccountId]="
fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
? fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.id
: null
"
></mifosx-fixed-deposit-account-maturity-terms-step>
}
<div class="cfa-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cfa-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 5: Preview -->
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cfa-tab__icon"></fa-icon>
@@ -159,7 +125,6 @@
[fixedDepositAccountData]="fixedDepositAccount"
[selectedTenure]="selectedTenure"
[fdNominees]="fixedDepositAccountCurrencyStep?.nominees ?? []"
[closureSettings]="fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}"
[hideButtons]="true"
(submitEvent)="submit()"
></mifosx-fixed-deposit-account-preview-step>
@@ -25,7 +25,6 @@ import { MatTabsModule } from '@angular/material/tabs';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { FixedDepositAccountInterestRateChartStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component';
import { FixedDepositAccountPreviewStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component';
import { FixedDepositAccountMaturityTermsStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -42,7 +41,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
FixedDepositAccountDetailsStepComponent,
FixedDepositAccountInterestRateChartStepComponent,
FixedDepositAccountCurrencyStepComponent,
FixedDepositAccountMaturityTermsStepComponent,
FixedDepositAccountPreviewStepComponent
]
})
@@ -60,10 +58,6 @@ export class EditFixedDepositAccountComponent {
fixedDepositsAccountDetailsStep: FixedDepositAccountDetailsStepComponent;
@ViewChild(FixedDepositAccountCurrencyStepComponent)
fixedDepositAccountCurrencyStep: FixedDepositAccountCurrencyStepComponent;
@ViewChild(FixedDepositAccountPreviewStepComponent)
fixedDepositAccountPreviewStep: FixedDepositAccountPreviewStepComponent;
@ViewChild(FixedDepositAccountMaturityTermsStepComponent)
fixedDepositAccountMaturityTermsStep: FixedDepositAccountMaturityTermsStepComponent;
/** Full account data + template from resolver */
fixedDepositsAccountAndTemplate: any;
@@ -71,7 +65,7 @@ export class EditFixedDepositAccountComponent {
fixedDepositsAccountProductTemplate: any;
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
private readonly totalTabs = 5;
private readonly totalTabs = 4;
/** Active CBS base interest rate versions for the selected product's FD type */
cbsBaseRates: any[] = [];
/** Tenure selected from the interest rate chart step */
@@ -242,7 +236,6 @@ export class EditFixedDepositAccountComponent {
...this.fixedDepositAccount,
...terms,
...settings,
...(this.fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}),
...(this.selectedTenure
? {
depositPeriod: this.selectedTenure.depositPeriod,
@@ -7,17 +7,7 @@
*/
/** Angular Imports */
import {
Component,
OnInit,
OnChanges,
SimpleChanges,
Input,
Output,
EventEmitter,
inject,
ChangeDetectorRef
} from '@angular/core';
import { Component, OnInit, Input, Output, EventEmitter, inject, ChangeDetectorRef } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, Validators, FormsModule } from '@angular/forms';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
@@ -53,7 +43,7 @@ import { IntroducerSearchComponent } from 'app/shared/introducer-search/introduc
IntroducerSearchComponent
]
})
export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChanges {
export class FixedDepositAccountDetailsStepComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private fixedDepositsService = inject(FixedDepositsService);
private settingsService = inject(SettingsService);
@@ -66,9 +56,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
/** Fixed Deposits Account Template */
@Input() fixedDepositsAccountTemplate: any;
@Input() hideButtons = false;
/** Linked-account id picked elsewhere in the wizard (e.g. the Terms step's Transfer to Savings
* account) -- pre-fills this card so the officer doesn't have to pick the same account twice. */
@Input() externalLinkedAccountId: number | null = null;
/** Minimum date allowed. */
minDate = new Date(2000, 0, 1);
@@ -235,23 +222,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
this.dalSearch = '';
}
ngOnChanges(changes: SimpleChanges): void {
if (!changes.externalLinkedAccountId || this.selectedLinkedAccount) {
return;
}
const id = this.externalLinkedAccountId;
if (!id) return;
const savings = this.dalAllSavings.find((a: any) => a.id === id);
const current = this.dalAllCurrent.find((a: any) => a.id === id);
if (savings) {
this.dalSelectedType = 'SAVINGS';
this.selectedLinkedAccount = savings;
} else if (current) {
this.dalSelectedType = 'CURRENT';
this.selectedLinkedAccount = current;
}
}
private loadClientAccounts(): void {
const clientId = String(this.fixedDepositsAccountTemplate?.clientId);
if (!clientId) return;
@@ -1,108 +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/.
-->
<form [formGroup]="closureSettingsForm" class="layout-row-wrap gap-2px responsive-column">
<h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Maturity Instructions' | translate }}</mat-label>
<mat-select formControlName="maturityInstructionId">
@for (maturityInstruction of maturityInstructionOptions; track maturityInstruction) {
<mat-option [value]="maturityInstruction.id">
{{ maturityInstruction.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
@if (closureSettingsForm.contains('transferToSavingsId')) {
<div class="dal-card flex-98">
<div class="dal-card__header">
<div class="dal-card__header-left">
<div class="dal-card__icon">
<mat-icon>savings</mat-icon>
</div>
<div>
<h3 class="dal-card__title">{{ 'labels.inputs.Transfer to savings account' | translate }}</h3>
<span class="dal-card__sub">Maturity proceeds will be credited to this account</span>
</div>
</div>
</div>
<div class="dal-card__body">
@if (selectedTransferAccount) {
<div class="dal-selected">
<div class="dal-selected__info">
<span class="dal-type-badge dal-type-badge--savings">
<mat-icon>savings</mat-icon>
Savings
</span>
<div class="dal-selected__details">
<span class="dal-selected__accno">{{ selectedTransferAccount.accountNo }}</span>
<span class="dal-selected__product">{{ selectedTransferAccount.savingsProductName }}</span>
</div>
@if (selectedTransferAccount.summary?.accountBalance != null) {
<div class="dal-selected__balance">
<span class="dal-selected__bal-label">Balance</span>
<span class="dal-selected__bal-amount">
{{ selectedTransferAccount.currency?.code }}
{{ selectedTransferAccount.summary.accountBalance | number: '1.2-2' }}
</span>
</div>
}
</div>
<button
mat-stroked-button
color="primary"
type="button"
class="dal-change-btn"
(click)="clearTransferAccount()"
>
<mat-icon>swap_horiz</mat-icon>
Change
</button>
</div>
} @else {
<mat-form-field appearance="outline" class="flex-98">
<mat-label>{{ 'labels.inputs.Transfer to savings account' | translate }}</mat-label>
<mat-select formControlName="transferToSavingsId" required>
@for (account of savingsAccountsData; track account) {
<mat-option [value]="account.id">
({{ account.accountNo }}) {{ account.savingsProductName }}
</mat-option>
}
</mat-select>
<mat-error>Transfer to savings account is required</mat-error>
</mat-form-field>
}
</div>
</div>
}
<mat-checkbox class="flex-98 margin-v" labelPosition="before" formControlName="preClosurePenalApplicable">
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
</mat-checkbox>
@if (closureSettingsForm.value.preClosurePenalApplicable) {
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Penal Interest' | translate }} (%)</mat-label>
<input type="number" matInput formControlName="preClosurePenalInterest" min="0" step="0.01" />
</mat-form-field>
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Period' | translate }}</mat-label>
<mat-select formControlName="preClosurePenalInterestOnTypeId">
@for (preClosurePenalInterestOnType of preClosurePenalInterestOnTypeData; track preClosurePenalInterestOnType) {
<mat-option [value]="preClosurePenalInterestOnType.id">
{{ preClosurePenalInterestOnType.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
}
</form>
@@ -1,152 +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/.
*/
// ── Transfer-to-Savings account card (mirrors the Deposit Account Link card) ──
.dal-card {
margin-top: 16px;
border: 1px solid #e2e8f0;
border-radius: 12px;
background: #fff;
overflow: hidden;
&__header {
display: flex;
align-items: center;
gap: 14px;
padding: 16px 24px;
border-bottom: 1px solid #f1f5f9;
background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
}
&__header-left {
display: flex;
align-items: center;
gap: 14px;
}
&__icon {
width: 44px;
height: 44px;
border-radius: 10px;
background: #0ea5e9;
display: flex;
align-items: center;
justify-content: center;
color: #fff;
}
&__title {
margin: 0;
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
}
&__sub {
display: block;
font-size: 12px;
color: #64748b;
margin-top: 2px;
}
&__body {
padding: 20px 24px;
}
}
.dal-selected {
display: flex;
align-items: center;
gap: 16px;
padding: 16px 20px;
border: 2px solid #0ea5e9;
border-radius: 12px;
background: #f0f9ff;
&__info {
display: flex;
align-items: center;
gap: 14px;
flex: 1;
flex-wrap: wrap;
}
&__details {
display: flex;
flex-direction: column;
gap: 2px;
flex: 1;
}
&__accno {
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
font-family: monospace;
}
&__product {
font-size: 12px;
color: #64748b;
}
&__balance {
display: flex;
flex-direction: column;
align-items: flex-end;
gap: 2px;
}
&__bal-label {
font-size: 10px;
color: #94a3b8;
text-transform: uppercase;
letter-spacing: 0.5px;
}
&__bal-amount {
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
}
}
.dal-change-btn {
white-space: nowrap;
}
.dal-type-badge {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 4px 12px;
border-radius: 999px;
font-size: 12px;
font-weight: 700;
white-space: nowrap;
background: #f1f5f9;
color: #475569;
border: 1px solid #e2e8f0;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&--savings {
background: #eff6ff;
color: #1d4ed8;
border-color: #bfdbfe;
mat-icon {
color: #2563eb;
}
}
}
@@ -1,117 +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/.
*/
/** Angular Imports */
import { Component, Input, OnChanges, SimpleChanges, inject } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, UntypedFormControl, Validators } from '@angular/forms';
import { MatCheckbox } from '@angular/material/checkbox';
import { MatIcon } from '@angular/material/icon';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Fixed Deposit Account Maturity Terms Step -- what happens to this account at maturity
* (Withdraw / Transfer to Savings / Reinvest) and the pre-mature-closure penalty, decided
* per account rather than silently inherited from the product.
*/
@Component({
selector: 'mifosx-fixed-deposit-account-maturity-terms-step',
templateUrl: './fixed-deposit-account-maturity-terms-step.component.html',
styleUrls: ['./fixed-deposit-account-maturity-terms-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatCheckbox,
MatIcon
]
})
export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges {
private formBuilder = inject(UntypedFormBuilder);
@Input() fixedDepositsAccountTemplate: any;
@Input() fixedDepositsAccountProductTemplate: any;
/** Account already linked elsewhere in the wizard (the Details step's Deposit Account Link) --
* pre-fills Transfer to Savings so the officer doesn't have to pick the same account twice. */
@Input() linkedSavingsAccountId: number | null = null;
closureSettingsForm: UntypedFormGroup;
maturityInstructionOptions: any[] = [];
savingsAccountsData: any[] = [];
preClosurePenalInterestOnTypeData: any[] = [];
constructor() {
this.closureSettingsForm = this.formBuilder.group({
maturityInstructionId: [''],
preClosurePenalApplicable: [false],
preClosurePenalInterest: [
'',
Validators.min(0)
],
preClosurePenalInterestOnTypeId: ['']
});
this.closureSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
// 200 = Transfer to Savings -- Withdraw Deposit (100) needs no target account, and both
// Reinvest options (300/400) open a brand-new FD instead, so they ignore this field too.
if (value === 200) {
this.closureSettingsForm.addControl(
'transferToSavingsId',
new UntypedFormControl(this.linkedSavingsAccountId ?? '', Validators.required)
);
} else {
this.closureSettingsForm.removeControl('transferToSavingsId');
}
});
}
ngOnChanges(changes: SimpleChanges) {
if (changes.linkedSavingsAccountId) {
const control = this.closureSettingsForm.get('transferToSavingsId');
if (control && !control.value && this.linkedSavingsAccountId) {
control.setValue(this.linkedSavingsAccountId);
}
}
if (this.fixedDepositsAccountProductTemplate) {
// Withdraw Deposit (id 100) books the maturity proceeds out of the bank's cash/vault the moment
// the account matures, before the customer has actually collected it -- disabled everywhere.
this.maturityInstructionOptions = (
this.fixedDepositsAccountProductTemplate.maturityInstructionOptions ?? []
).filter((option: any) => option.id !== 100);
this.savingsAccountsData = this.fixedDepositsAccountProductTemplate.savingsAccounts ?? [];
this.preClosurePenalInterestOnTypeData =
this.fixedDepositsAccountProductTemplate.preClosurePenalInterestOnTypeOptions ?? [];
if (!this.closureSettingsForm.get('preClosurePenalApplicable').dirty) {
this.closureSettingsForm.patchValue({
preClosurePenalApplicable: this.fixedDepositsAccountProductTemplate.preClosurePenalApplicable ?? false,
preClosurePenalInterest: this.fixedDepositsAccountProductTemplate.preClosurePenalInterest ?? '',
preClosurePenalInterestOnTypeId:
this.fixedDepositsAccountProductTemplate.preClosurePenalInterestOnType?.id ?? ''
});
}
}
}
/** The linked-savings account for the transfer-to-savings maturity instruction, once picked. */
get selectedTransferAccount(): any {
const id = this.closureSettingsForm.value.transferToSavingsId;
if (!id) return null;
return this.savingsAccountsData.find((account: any) => account.id === id) ?? null;
}
clearTransferAccount(): void {
this.closureSettingsForm.get('transferToSavingsId')?.setValue('');
}
/** Chosen maturity/closure settings, ready to merge into the submit payload. */
get closureSettings() {
const settings = this.closureSettingsForm.getRawValue();
for (const key in settings) {
if (settings[key] === '') {
delete settings[key];
}
}
return settings;
}
}
@@ -683,41 +683,6 @@
</div>
</div>
<div class="preview-section">
<div class="preview-section__header">
<i class="fas fa-flag-checkered preview-section__icon"></i>
<span class="preview-section__title">Maturity &amp; Pre-mature Closure</span>
</div>
<div class="preview-body">
<div class="preview-grid preview-grid--three">
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Maturity Instructions' | translate }}</span>
<span class="preview-value">{{ closureMaturityInstructionLabel }}</span>
</div>
@if (closureSettings?.transferToSavingsId) {
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Transfer to savings account' | translate }}</span>
<span class="preview-value">{{ closureTransferToSavingsLabel }}</span>
</div>
}
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}</span>
<span class="preview-value">{{ closureSettings?.preClosurePenalApplicable | yesNo }}</span>
</div>
@if (closureSettings?.preClosurePenalApplicable) {
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Penal Interest' | translate }} (%)</span>
<span class="preview-value">{{ closureSettings?.preClosurePenalInterest }}%</span>
</div>
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Period' | translate }}</span>
<span class="preview-value">{{ closurePenalInterestOnTypeLabel }}</span>
</div>
}
</div>
</div>
</div>
@if (!hideButtons) {
<div class="layout-row responsive-column align-center gap-2px margin-t">
<button mat-raised-button matStepperPrevious>
@@ -164,26 +164,7 @@ export class FixedDepositAccountPreviewStepComponent implements OnChanges {
/** Form submission event */
@Output() submitEvent = new EventEmitter();
/** Maturity/pre-mature-closure choices made in the Terms step -- shown here read-only. */
@Input() closureSettings: any = {};
get closureMaturityInstructionLabel(): string {
const options = this.fixedDepositsAccountProductTemplate?.maturityInstructionOptions ?? [];
const match = options.find((o: any) => o.id === this.closureSettings?.maturityInstructionId);
return match?.value ?? '—';
}
get closureTransferToSavingsLabel(): string {
const accounts = this.fixedDepositsAccountProductTemplate?.savingsAccounts ?? [];
const match = accounts.find((a: any) => a.id === this.closureSettings?.transferToSavingsId);
return match ? `(${match.accountNo}) ${match.savingsProductName}` : '—';
}
get closurePenalInterestOnTypeLabel(): string {
const options = this.fixedDepositsAccountProductTemplate?.preClosurePenalInterestOnTypeOptions ?? [];
const match = options.find((o: any) => o.id === this.closureSettings?.preClosurePenalInterestOnTypeId);
return match?.value ?? '—';
}
constructor() {}
ngOnChanges() {
if (this.fixedDepositsAccountProductTemplate) {
@@ -1,191 +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="pmt">
<div class="pmt__header">
<span class="pmt__header-ico"><fa-icon icon="sync-alt"></fa-icon></span>
<div class="pmt__header-text">
<h2 class="pmt__title">{{ 'labels.heading.Payment' | translate }}</h2>
<p class="pmt__subtitle">Process this Fixed Deposit now -- works whether it's Active or Matured.</p>
</div>
</div>
<div mat-dialog-content class="pmt__content">
@if (loadingTemplate) {
<div class="pmt__loading">
<mat-spinner diameter="36"></mat-spinner>
</div>
} @else if (loadFailed) {
<div class="pmt__error" role="alert">
<fa-icon icon="times-circle" class="m-r-10"></fa-icon>
Could not load this account's payment options. Close this dialog and try again.
</div>
} @else {
<form [formGroup]="paymentForm">
@if (reinvestCap !== null && reinvestCap !== undefined) {
<div class="pmt__stat">
<span class="pmt__stat-label">
{{
remainderIsApproximate
? 'Amount available on the selected date'
: ('labels.inputs.Maturity Amount' | translate)
}}
</span>
<span class="pmt__stat-value">{{ reinvestCap | formatNumber }}</span>
</div>
}
<mat-form-field appearance="outline" class="pmt__date" (click)="closedOnDatePicker.open()">
<mat-label>{{ 'labels.inputs.Closed On Date' | translate }}</mat-label>
<input
matInput
[max]="maxDate"
[matDatepicker]="closedOnDatePicker"
required
formControlName="closedOnDate"
/>
<mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
<mat-datepicker #closedOnDatePicker></mat-datepicker>
@if (paymentForm.controls.closedOnDate.hasError('required')) {
<mat-error>
{{ 'labels.inputs.Closed On Date' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
}
</mat-form-field>
<div class="pmt__section-label" id="pmt-action-label">{{ 'labels.inputs.Action' | translate }}</div>
<div class="pmt__options" role="radiogroup" aria-labelledby="pmt-action-label">
@for (closureOption of onAccountClosureOptions; track closureOption) {
<button
type="button"
class="pmt__option"
role="radio"
[attr.aria-checked]="paymentForm.get('onAccountClosureId').value === closureOption.id"
[class.pmt__option--active]="paymentForm.get('onAccountClosureId').value === closureOption.id"
(click)="selectClosureType(closureOption.id)"
>
<span class="pmt__option-ico"><fa-icon [icon]="iconFor(closureOption.id)"></fa-icon></span>
<span class="pmt__option-text">
<span class="pmt__option-title">{{ closureOption.value }}</span>
<span class="pmt__option-desc">{{ descriptionFor(closureOption.id) }}</span>
</span>
@if (paymentForm.get('onAccountClosureId').value === closureOption.id) {
<fa-icon icon="check-circle" class="pmt__option-check"></fa-icon>
}
</button>
}
</div>
@if (
paymentForm.controls.onAccountClosureId.hasError('required') &&
paymentForm.controls.onAccountClosureId.touched
) {
<div class="pmt__option-error">
{{ 'labels.inputs.Account action' | translate }} {{ 'labels.commons.is' | translate }}
{{ 'labels.commons.required' | translate }}
</div>
}
@if (isPartialReinvest) {
<div class="pmt__split">
<mat-form-field appearance="outline" class="pmt__split-input">
<mat-label>{{ 'labels.inputs.Reinvest Amount' | translate }}</mat-label>
<input type="number" matInput required formControlName="reinvestAmount" />
@if (paymentForm.controls.reinvestAmount?.hasError('required')) {
<mat-error>
{{ 'labels.inputs.Reinvest Amount' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
}
@if (paymentForm.controls.reinvestAmount?.hasError('min')) {
<mat-error>{{ 'labels.inputs.Reinvest Amount must be greater than zero' | translate }}</mat-error>
}
@if (paymentForm.controls.reinvestAmount?.hasError('belowMaturityAmount')) {
<mat-error>{{
'labels.inputs.Reinvest Amount must be less than the maturity amount' | translate
}}</mat-error>
}
</mat-form-field>
<span class="pmt__split-arrow"><fa-icon icon="arrow-right"></fa-icon></span>
<div class="pmt__split-remainder">
<span class="pmt__split-remainder-label">{{ 'labels.inputs.Remainder to Transfer' | translate }}</span>
<span class="pmt__split-remainder-value">{{
remainderAmount !== null ? (remainderAmount | formatNumber) : '—'
}}</span>
</div>
</div>
@if (remainderIsApproximate) {
<p class="pmt__hint">
<fa-icon icon="info-circle" class="m-r-5"></fa-icon>
The selected date is before maturity. Interest up to that date is posted first, so the amount actually
transferred will be at least the figure shown.
</p>
}
}
@if (noDestinationAccounts) {
<p class="pmt__hint pmt__hint--warn" role="alert">
<fa-icon icon="info-circle" class="m-r-5"></fa-icon>
This customer has no active savings account to transfer into. Open one first, or choose an action that keeps
the funds in this deposit.
</p>
}
@if (paymentForm.contains('toSavingsAccountId')) {
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Transfer to Savings' | translate }}</mat-label>
<mat-select required formControlName="toSavingsAccountId">
@for (account of savingsAccountsData; track account) {
<mat-option [value]="account.id">
{{ account.accountNo }}
</mat-option>
}
</mat-select>
@if (paymentForm.controls.toSavingsAccountId?.hasError('required')) {
<mat-error>
{{ 'labels.inputs.Transfer to savings account' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
}
</mat-form-field>
}
@if (paymentForm.contains('transferDescription')) {
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Transfer Description' | translate }}</mat-label>
<input matInput formControlName="transferDescription" />
</mat-form-field>
}
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
<textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
</mat-form-field>
@if (submitError) {
<p class="pmt__error" role="alert">
<fa-icon icon="times-circle" class="m-r-5"></fa-icon>
{{ submitError }}
</p>
}
</form>
}
</div>
<div mat-dialog-actions align="end" class="pmt__actions">
<button mat-button mat-dialog-close [disabled]="submitting">{{ 'labels.buttons.Cancel' | translate }}</button>
<button
mat-raised-button
color="primary"
[disabled]="!paymentForm?.valid || submitting || loadFailed"
(click)="submit()"
>
{{ submitting ? ('labels.buttons.Processing' | translate) : ('labels.buttons.Confirm' | translate) }}
</button>
</div>
</div>
@@ -1,296 +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/.
*/
$navy: #0d1b2a;
$slate: #475569;
$muted: #64748b;
$border: #e2e8f0;
$soft: #f8fafc;
$blue: #1e40af;
$blue-soft: #eff6ff;
$green: #166534;
$green-soft: #f0fdf4;
.pmt {
display: flex;
flex-direction: column;
min-height: 320px;
max-height: 85vh;
overflow: hidden;
margin: -24px;
}
.pmt__header {
display: flex;
align-items: flex-start;
gap: 14px;
padding: 22px 28px 18px;
background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 55%, #4338ca 100%);
color: #fff;
flex: 0 0 auto;
}
.pmt__header-ico {
width: 40px;
height: 40px;
min-width: 40px;
border-radius: 10px;
background: rgb(255 255 255 / 15%);
display: flex;
align-items: center;
justify-content: center;
font-size: 18px;
}
.pmt__title {
margin: 0;
font-size: 19px;
font-weight: 700;
}
.pmt__subtitle {
margin: 4px 0 0;
font-size: 12.5px;
color: rgb(255 255 255 / 82%);
line-height: 1.4;
}
.pmt__content {
padding: 22px 28px 8px !important;
overflow-y: auto;
flex: 1 1 auto;
}
.pmt__loading {
display: flex;
justify-content: center;
align-items: center;
min-height: 260px;
}
.pmt__stat {
display: flex;
flex-direction: column;
gap: 2px;
background: $blue-soft;
border: 1px solid #dbeafe;
border-radius: 10px;
padding: 12px 16px;
margin-bottom: 18px;
}
.pmt__stat-label {
font-size: 11px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.05em;
color: $blue;
}
.pmt__stat-value {
font-size: 22px;
font-weight: 800;
color: $navy;
font-variant-numeric: tabular-nums;
}
.pmt__date {
width: 100%;
}
.pmt__section-label {
font-size: 11.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.05em;
color: $slate;
margin: 4px 0 10px;
}
.pmt__options {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(190px, 1fr));
gap: 10px;
margin-bottom: 6px;
}
.pmt__option {
display: flex;
align-items: flex-start;
gap: 10px;
text-align: left;
background: #fff;
border: 1.5px solid $border;
border-radius: 10px;
padding: 12px 14px;
cursor: pointer;
font: inherit;
transition:
border-color 0.15s,
background 0.15s,
box-shadow 0.15s;
}
.pmt__option:hover {
border-color: #93c5fd;
background: $blue-soft;
}
.pmt__option--active {
border-color: $blue;
background: $blue-soft;
box-shadow: 0 0 0 1px $blue;
}
.pmt__option-ico {
width: 30px;
height: 30px;
min-width: 30px;
border-radius: 8px;
background: $soft;
color: $blue;
display: flex;
align-items: center;
justify-content: center;
font-size: 13px;
}
.pmt__option--active .pmt__option-ico {
background: $blue;
color: #fff;
}
.pmt__option-text {
display: flex;
flex-direction: column;
gap: 2px;
}
.pmt__option-title {
font-size: 13px;
font-weight: 700;
color: $navy;
}
.pmt__option-desc {
font-size: 11px;
color: $muted;
line-height: 1.35;
}
.pmt__option:focus-visible {
outline: 2px solid $blue;
outline-offset: 2px;
}
.pmt__option-check {
margin-left: auto;
color: $blue;
font-size: 13px;
}
.pmt__option-error {
color: #b91c1c;
font-size: 12px;
margin: 4px 0 14px;
}
.pmt__error {
display: flex;
align-items: flex-start;
gap: 4px;
background: #fef2f2;
border: 1px solid #fecaca;
border-radius: 8px;
color: #b91c1c;
font-size: 12.5px;
line-height: 1.45;
padding: 10px 14px;
margin: 4px 0 8px;
}
.pmt__hint {
display: flex;
align-items: flex-start;
gap: 4px;
background: $soft;
border: 1px solid $border;
border-radius: 8px;
color: $slate;
font-size: 12px;
line-height: 1.45;
padding: 9px 13px;
margin: 0 0 10px;
}
.pmt__hint--warn {
background: #fffbeb;
border-color: #fde68a;
color: #92400e;
}
.pmt__split {
display: flex;
align-items: center;
gap: 12px;
background: $soft;
border: 1px dashed #cbd5e1;
border-radius: 10px;
padding: 14px 16px 0;
margin: 4px 0 8px;
flex-wrap: wrap;
}
.pmt__split-input {
flex: 1 1 180px;
min-width: 160px;
}
.pmt__split-arrow {
color: $muted;
font-size: 14px;
margin-bottom: 20px;
}
.pmt__split-remainder {
display: flex;
flex-direction: column;
gap: 2px;
background: $green-soft;
border: 1px solid #bbf7d0;
border-radius: 8px;
padding: 8px 14px;
margin-bottom: 14px;
flex: 1 1 180px;
min-width: 160px;
}
.pmt__split-remainder-label {
font-size: 10.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.04em;
color: $green;
}
.pmt__split-remainder-value {
font-size: 16px;
font-weight: 800;
color: $green;
font-variant-numeric: tabular-nums;
}
.pmt__content mat-form-field {
width: 100%;
}
.pmt__actions {
padding: 14px 28px 20px !important;
border-top: 1px solid $border;
flex: 0 0 auto;
}
@@ -1,288 +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/.
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import {
MAT_DIALOG_DATA,
MatDialogRef,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { CdkScrollable } from '@angular/cdk/scrolling';
import { CdkTextareaAutosize } from '@angular/cdk/text-field';
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { UntypedFormBuilder, UntypedFormGroup, UntypedFormControl, ValidatorFn, Validators } from '@angular/forms';
/** Custom Services */
import { FixedDepositsService } from '../../../fixed-deposits.service';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
import { FormatNumberPipe } from '../../../../../pipes/format-number.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* "Payment" dialog -- an always-available alternative to Premature Close (Active-only, no reinvest) and
* Close (Matured-only, no partial option). Works on an FD in either state and offers a fourth choice,
* Partial Reinvest, alongside the ones the backend's `DepositAccountOnClosureType` already had: the
* entered amount renews on this same account, the rest transfers to a savings account picked here.
*/
@Component({
selector: 'mifosx-payment-dialog',
templateUrl: './payment-dialog.component.html',
styleUrls: ['./payment-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
CdkScrollable,
MatDialogContent,
MatDialogActions,
MatDialogClose,
CdkTextareaAutosize,
MatProgressSpinnerModule,
FaIconComponent,
FormatNumberPipe
]
})
export class PaymentDialogComponent implements OnInit {
/** The `onAccountClosureId` codes each closure type is registered under on the backend. */
private static readonly WITHDRAW_DEPOSIT_ID = 100;
private static readonly TRANSFER_TO_SAVINGS_ID = 200;
private static readonly REINVEST_FULL_ID = 300;
private static readonly REINVEST_PRINCIPAL_ID = 400;
private static readonly PARTIAL_REINVEST_ID = 500;
private static readonly ACTION_ICONS: Record<number, string> = {
[PaymentDialogComponent.WITHDRAW_DEPOSIT_ID]: 'money-bill-wave',
[PaymentDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'wallet',
[PaymentDialogComponent.REINVEST_FULL_ID]: 'sync-alt',
[PaymentDialogComponent.REINVEST_PRINCIPAL_ID]: 'piggy-bank',
[PaymentDialogComponent.PARTIAL_REINVEST_ID]: 'arrows-alt-h'
};
private static readonly ACTION_DESCRIPTIONS: Record<number, string> = {
[PaymentDialogComponent.WITHDRAW_DEPOSIT_ID]: 'Pay out the full balance in cash',
[PaymentDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'Move the full balance to another savings account',
[PaymentDialogComponent.REINVEST_FULL_ID]: 'Renew the full amount, same account number',
[PaymentDialogComponent.REINVEST_PRINCIPAL_ID]:
'Renew only the principal; interest transferred to a savings account',
[PaymentDialogComponent.PARTIAL_REINVEST_ID]: 'Renew part of it here; transfer the rest'
};
dialogRef = inject<MatDialogRef<PaymentDialogComponent>>(MatDialogRef);
data: { accountId: number | string; accountBalance?: number; maturityDate?: any } = inject(MAT_DIALOG_DATA);
private formBuilder = inject(UntypedFormBuilder);
private fixedDepositsService = inject(FixedDepositsService);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
paymentForm: UntypedFormGroup;
/** Loaded once, on open, from the same closure template the existing Close action already uses. */
onAccountClosureOptions: any[] = [];
savingsAccountsData: any[] = [];
maturityAmount: number = null;
loadingTemplate = true;
loadFailed = false;
submitting = false;
submitError: string = null;
maxDate: Date;
ngOnInit(): void {
this.maxDate = this.settingsService.businessDate;
this.paymentForm = this.formBuilder.group({
closedOnDate: [
'',
Validators.required
],
onAccountClosureId: [
'',
Validators.required
],
note: ['']
});
this.paymentForm.get('onAccountClosureId').valueChanges.subscribe((id: number) => this.onClosureTypeChange(id));
// The cap depends on whether the chosen date is on or after maturity, so a date change can make an
// already-entered amount valid or invalid. Without this the amount keeps its verdict from the old date.
this.paymentForm
.get('closedOnDate')
.valueChanges.subscribe(() =>
this.paymentForm.get('reinvestAmount')?.updateValueAndValidity({ emitEvent: false })
);
this.fixedDepositsService.getFixedDepositsAccountPaymentTemplate(this.data.accountId as string).subscribe({
next: (response: any) => {
// Withdraw Deposit books cash out of the vault immediately, which isn't appropriate for a
// staff-triggered Payment that may run well before or after the actual counter transaction --
// Transfer to Savings or a Reinvest option covers every real case instead.
this.onAccountClosureOptions = (response.onAccountClosureOptions ?? []).filter(
(option: any) => option.id !== PaymentDialogComponent.WITHDRAW_DEPOSIT_ID
);
this.savingsAccountsData = response.savingsAccounts ?? [];
this.maturityAmount = response.maturityAmount;
this.loadingTemplate = false;
},
// Without this the spinner would run forever on a failed load, leaving Cancel as the only way out
// and no indication of why the form never appeared.
error: () => {
this.loadingTemplate = false;
this.loadFailed = true;
}
});
}
/**
* The amount being split, and the bound the entered partial amount is checked against.
* <p>
* The server derives this from the account's balance AFTER it posts interest up to the chosen date, so which figure
* matches depends on that date. On or after maturity it posts the remaining full-rate interest, landing on the
* maturity amount. Before maturity it posts penalty-aware interest instead, which lands somewhere between the current
* balance and the maturity amount -- unknowable here, so the current balance is used as a floor that can never accept
* an amount the server would reject, and {@link remainderIsApproximate} tells the user the transfer will be larger.
*/
get reinvestCap(): number | null {
if (this.processingOnOrAfterMaturity) {
return this.maturityAmount ?? this.data.accountBalance ?? null;
}
return this.data.accountBalance ?? this.maturityAmount ?? null;
}
/** Whether the chosen closure date is on or after the deposit's maturity date. */
private get processingOnOrAfterMaturity(): boolean {
const chosen = this.paymentForm?.get('closedOnDate')?.value;
if (!chosen || !this.data.maturityDate) {
return false;
}
return this.toTime(chosen) >= this.toTime(this.data.maturityDate);
}
/** Dates arrive here either as a Date from the picker or as the API's [yyyy, mm, dd] array. */
private toTime(value: any): number {
if (value instanceof Date) {
return new Date(value.getFullYear(), value.getMonth(), value.getDate()).getTime();
}
if (Array.isArray(value)) {
const [
year,
month,
day
] = value;
return new Date(year, (month ?? 1) - 1, day ?? 1).getTime();
}
return new Date(value).getTime();
}
/** True when the cap is the pre-maturity balance, so the figures shown are a floor rather than exact. */
get remainderIsApproximate(): boolean {
return !this.processingOnOrAfterMaturity;
}
iconFor(id: number): string {
return PaymentDialogComponent.ACTION_ICONS[id] ?? 'circle';
}
descriptionFor(id: number): string {
return PaymentDialogComponent.ACTION_DESCRIPTIONS[id] ?? '';
}
selectClosureType(id: number): void {
this.paymentForm.get('onAccountClosureId').setValue(id);
this.paymentForm.get('onAccountClosureId').markAsTouched();
}
/** Adds/removes the destination-account and partial-amount controls to match what the chosen type needs. */
private onClosureTypeChange(id: number): void {
const needsDestinationAccount =
id === PaymentDialogComponent.TRANSFER_TO_SAVINGS_ID ||
id === PaymentDialogComponent.PARTIAL_REINVEST_ID ||
id === PaymentDialogComponent.REINVEST_PRINCIPAL_ID;
if (needsDestinationAccount) {
if (!this.paymentForm.contains('toSavingsAccountId')) {
this.paymentForm.addControl('toSavingsAccountId', new UntypedFormControl('', Validators.required));
this.paymentForm.addControl('transferDescription', new UntypedFormControl(''));
}
} else {
this.paymentForm.removeControl('toSavingsAccountId');
this.paymentForm.removeControl('transferDescription');
}
if (id === PaymentDialogComponent.PARTIAL_REINVEST_ID) {
if (!this.paymentForm.contains('reinvestAmount')) {
this.paymentForm.addControl(
'reinvestAmount',
new UntypedFormControl('', [
Validators.required,
Validators.min(0.01),
this.belowMaturityAmountValidator()
])
);
}
} else {
this.paymentForm.removeControl('reinvestAmount');
}
}
/** Mirrors the backend's own `0 < reinvestAmount < accountBalance` rule, so a bad amount fails before submit. */
private belowMaturityAmountValidator(): ValidatorFn {
return (control) => {
const cap = Number(this.reinvestCap);
if (!cap || control.value === null || control.value === '') {
return null;
}
return Number(control.value) >= cap ? { belowMaturityAmount: true } : null;
};
}
get isPartialReinvest(): boolean {
return this.paymentForm?.get('onAccountClosureId')?.value === PaymentDialogComponent.PARTIAL_REINVEST_ID;
}
/** True when the chosen action needs a destination account but the customer has none to pick. */
get noDestinationAccounts(): boolean {
return (
!this.loadingTemplate && this.paymentForm?.contains('toSavingsAccountId') && this.savingsAccountsData.length === 0
);
}
/** What leaves this FD when the entered partial amount is kept behind; null until both figures are known. */
get remainderAmount(): number | null {
const reinvestAmount = this.paymentForm?.get('reinvestAmount')?.value;
if (!this.isPartialReinvest || reinvestAmount === null || reinvestAmount === '' || !this.reinvestCap) {
return null;
}
return Number(this.reinvestCap) - Number(reinvestAmount);
}
submit(): void {
const formValue = { ...this.paymentForm.value };
const locale = this.settingsService.language.code;
const dateFormat = this.settingsService.dateFormat;
if (formValue.closedOnDate instanceof Date) {
formValue.closedOnDate = this.dateUtils.formatDate(formValue.closedOnDate, dateFormat);
}
const data = { ...formValue, dateFormat, locale };
this.submitting = true;
this.submitError = null;
this.fixedDepositsService
.executeFixedDepositsAccountCommand(this.data.accountId as string, 'payment', data)
.subscribe({
next: () => {
this.dialogRef.close({ confirm: true });
},
// Keep the dialog open with the entered values and say what went wrong, rather than leaving a
// permanently disabled Confirm behind whatever modal the global interceptor threw up.
error: (error: any) => {
this.submitting = false;
this.submitError =
error?.error?.defaultUserMessage ??
error?.error?.errors?.[0]?.defaultUserMessage ??
'This payment could not be processed. Please review the details and try again.';
}
});
}
}
@@ -37,7 +37,7 @@
<span class="fd-hero__meta-item">
<span class="fd-hero__meta-label">{{ 'labels.inputs.Account Number' | translate }}</span>
<mifosx-account-number
accountNo="{{ fixedDepositsAccountData.fdAccountNumber || fixedDepositsAccountData.accountNo }}"
accountNo="{{ fixedDepositsAccountData.accountNo }}"
display="left"
></mifosx-account-number>
</span>
@@ -79,16 +79,6 @@
<!-- Action menu (kebab) -->
<div class="fd-hero__actions">
@if (!fixedDepositsAccountData.status.rejected && !fixedDepositsAccountData.status.submittedAndPendingApproval) {
<button
mat-icon-button
matTooltip="Print Certificate"
(click)="printCertificate()"
aria-label="Print certificate"
>
<fa-icon icon="print"></fa-icon>
</button>
}
<button mat-icon-button [matMenuTriggerFor]="accountMenu" aria-label="Account actions" yPosition="below">
<fa-icon icon="ellipsis-v"></fa-icon>
</button>
@@ -230,19 +220,6 @@
<span>{{ 'labels.inputs.Transactions' | translate }}</span>
</a>
}
@if (fixedDepositsAccountData.renewalHistory?.length) {
<a
mat-tab-link
class="fd-tab"
[routerLink]="['./renewal-history']"
routerLinkActive
#renewalHistory="routerLinkActive"
[active]="renewalHistory.isActive"
>
<fa-icon icon="history" class="fd-tab__ic"></fa-icon>
<span>{{ 'labels.inputs.Renewal History' | translate }}</span>
</a>
}
<a
mat-tab-link
class="fd-tab"
@@ -16,8 +16,6 @@ import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/conf
import { CalculateInterestDialogComponent } from './custom-dialogs/calculate-interest-dialog/calculate-interest-dialog.component';
import { PostInterestDialogComponent } from './custom-dialogs/post-interest-dialog/post-interest-dialog.component';
import { ToggleWithholdTaxDialogComponent } from './custom-dialogs/toggle-withhold-tax-dialog/toggle-withhold-tax-dialog.component';
import { PaymentDialogComponent } from './custom-dialogs/payment-dialog/payment-dialog.component';
import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
/** Custom Button Config. */
import { FixedDepositsButtonsConfiguration } from './fixed-deposits-buttons.config';
@@ -100,7 +98,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
'Post Interest': 'interest',
'Enable Withhold Tax': 'interest',
'Disable Withhold Tax': 'interest',
Payment: 'transact',
'Premature Close': 'danger',
'Undo Activation': 'admin',
Close: 'danger',
@@ -124,7 +121,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
'Post Interest': 'percentage',
'Enable Withhold Tax': 'percentage',
'Disable Withhold Tax': 'percentage',
Payment: 'sync-alt',
'Premature Close': 'times-circle',
'Undo Activation': 'undo',
Close: 'times-circle',
@@ -264,35 +260,9 @@ export class FixedDepositAccountViewComponent implements OnInit {
case 'Terminate':
this.terminateFixedDepositsAccount();
break;
case 'Payment':
this.openPaymentDialog();
break;
}
}
/**
* Opens the Payment action -- unlike Premature Close/Close, works whether the account is Active or
* Matured, and is the only place a Partial Reinvest can be done.
*/
private openPaymentDialog(): void {
const paymentDialogRef = this.dialog.open(PaymentDialogComponent, {
width: '640px',
maxWidth: '95vw',
data: {
accountId: this.fixedDepositsAccountData.id,
// The server bounds a partial reinvest by the balance AFTER it posts interest to the chosen date,
// so the dialog needs both figures plus the maturity date to know which one that will be.
accountBalance: this.fixedDepositsAccountData.summary?.accountBalance,
maturityDate: this.fixedDepositsAccountData.maturityDate
}
});
paymentDialogRef.afterClosed().subscribe((response: any) => {
if (response?.confirm) {
this.reload();
}
});
}
/**
* Deletes Fixed Deposits Account.
*/
@@ -388,20 +358,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
});
}
/**
* Opens a printable deposit certificate for this account.
*/
printCertificate() {
this.dialog.open(DepositCertificateDialogComponent, {
width: '900px',
data: {
accountType: 'FD',
accountData: this.fixedDepositsAccountData,
clientId: this.fixedDepositsAccountData.clientId
}
});
}
/**
* Disables withhold tax for fixed deposits account
* Fixed deposits endpoint is not supported so using Savings endpoint.
@@ -116,9 +116,6 @@ export class FixedDepositsButtonsConfiguration {
},
{
name: 'Add Charge'
},
{
name: 'Payment'
}
];
break;
@@ -83,22 +83,6 @@
}}</span>
</div>
}
@if (fixedDepositsAccountData.reinvestedFromAccountNo) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Reinvested From' | translate }}</span>
<span class="nx-row__value">
<a [routerLink]="reinvestedFromLink">{{ fixedDepositsAccountData.reinvestedFromAccountNo }}</a>
</span>
</div>
}
@if (fixedDepositsAccountData.reinvestedIntoAccountNo) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Reinvested Into' | translate }}</span>
<span class="nx-row__value">
<a [routerLink]="reinvestedIntoLink">{{ fixedDepositsAccountData.reinvestedIntoAccountNo }}</a>
</span>
</div>
}
</div>
</div>
@@ -48,25 +48,4 @@ export class GeneralTabComponent {
this.entityType = 'Center';
}
}
/**
* A reinvested FD always keeps the same client/group/center as the account it came from, so the
* counterpart account's view page sits at the same route -- only the account-id segment differs.
*/
private siblingAccountLink(targetAccountId: number): string | null {
const segments = this.router.url.split('?')[0].split('/').filter(Boolean);
const idx = segments.indexOf('fixed-deposits-accounts');
if (idx === -1) return null;
return '/' + segments.slice(0, idx + 1).join('/') + '/' + targetAccountId + '/general';
}
get reinvestedFromLink(): string | null {
const id = this.fixedDepositsAccountData?.reinvestedFromAccountId;
return id ? this.siblingAccountLink(id) : null;
}
get reinvestedIntoLink(): string | null {
const id = this.fixedDepositsAccountData?.reinvestedIntoAccountId;
return id ? this.siblingAccountLink(id) : null;
}
}
@@ -36,17 +36,6 @@
<td mat-cell *matCellDef="let chartSlab">{{ chartSlab.annualInterestRate | formatNumber }} %</td>
</ng-container>
<ng-container matColumnDef="seniorCitizen">
<th mat-header-cell *matHeaderCellDef><fa-icon icon="user-shield" class="m-r-5"></fa-icon>Senior Citizen</th>
<td mat-cell *matCellDef="let chartSlab">
{{
chartSlab.seniorCitizenRate !== null && chartSlab.seniorCitizenRate !== undefined
? (chartSlab.seniorCitizenRate | formatNumber) + ' %'
: '-'
}}
</td>
</ng-container>
<ng-container matColumnDef="description">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Description' | translate }}</th>
<td mat-cell *matCellDef="let chartSlab">{{ chartSlab.description }}</td>
@@ -71,7 +71,6 @@ export class InterestRateChartTabComponent {
'period',
'amountRange',
'interest',
'seniorCitizen',
'description',
'actions'
];
@@ -1,139 +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="rh-container">
@if (renewalHistory.length) {
<!-- ─── Summary strip ──────────────────────────────────────────── -->
<div class="rh-summary">
<div class="rh-summary__item">
<span class="rh-summary__label">FD Number</span>
<span class="rh-summary__value">{{ fdNumber }}</span>
</div>
<div class="rh-summary__item">
<span class="rh-summary__label">Terms So Far</span>
<span class="rh-summary__value">{{ renewalHistory.length }}</span>
</div>
<div class="rh-summary__item">
<span class="rh-summary__label">Original Principal</span>
<span class="rh-summary__value">{{ originalPrincipal | currency: currency.code : 'symbol-narrow' }}</span>
</div>
<div class="rh-summary__item rh-summary__item--highlight">
<span class="rh-summary__label">Current Value</span>
<span class="rh-summary__value">{{ currentValue | currency: currency.code : 'symbol-narrow' }}</span>
</div>
<div class="rh-summary__item rh-summary__item--positive">
<span class="rh-summary__label">Lifetime Interest</span>
<span class="rh-summary__value">{{ lifetimeInterestEarned | currency: currency.code : 'symbol-narrow' }}</span>
</div>
</div>
<!-- ─── Vertical timeline ──────────────────────────────────────── -->
<div class="rh-timeline">
@for (
term of renewalHistory;
track term.historyid ?? term.accountid + '-' + term.renewalcycleno;
let last = $last
) {
<div class="rh-node">
<div class="rh-node__rail">
<span class="rh-node__dot" [class.rh-node__dot--active]="term.renewalstatus === 'ACTIVE'">
@if (term.renewalstatus === 'ACTIVE') {
<span class="rh-node__pulse"></span>
}
</span>
@if (!last) {
<span class="rh-node__line"></span>
}
</div>
<div class="rh-card" [class.rh-card--active]="term.renewalstatus === 'ACTIVE'">
<div class="rh-card__head">
<div class="rh-card__title-group">
<h4 class="rh-card__title">
{{ term.renewalcycleno === 0 ? 'Original Term' : 'Renewal ' + term.renewalcycleno }}
</h4>
<span class="rh-badge" [class.rh-badge--active]="term.renewalstatus === 'ACTIVE'">
<fa-icon [icon]="term.renewalstatus === 'ACTIVE' ? 'check-circle' : 'clock'"></fa-icon>
{{ term.renewalstatus === 'ACTIVE' ? 'Active' : 'Matured' }}
</span>
@if (renewalTypeLabel(term)) {
<span class="rh-tag">
<fa-icon [icon]="renewalTypeIcon(term)"></fa-icon>
{{ renewalTypeLabel(term) }}
</span>
}
</div>
<button type="button" class="rh-chart-btn" (click)="openRateChart(term)">
<fa-icon icon="table"></fa-icon>
View Rate Chart
</button>
</div>
<div class="rh-card__period">
<fa-icon icon="calendar-alt" class="rh-card__period-ico"></fa-icon>
<span>{{ term.activatedondate | dateFormat }}</span>
<fa-icon icon="arrow-right" class="rh-card__period-arrow"></fa-icon>
<span>{{ term.maturitydate | dateFormat }}</span>
@if (tenureLabel(term)) {
<span class="rh-card__tenure">({{ tenureLabel(term) }})</span>
}
</div>
<div class="rh-stats">
<div class="rh-stat">
<span class="rh-stat__label">Principal</span>
<span class="rh-stat__value">{{ term.depositamount | currency: currency.code : 'symbol-narrow' }}</span>
</div>
<div class="rh-stat">
<span class="rh-stat__label">Rate</span>
<span class="rh-stat__value">{{ term.interestrate }}%</span>
</div>
<div class="rh-stat">
<span class="rh-stat__label">{{
term.renewalstatus === 'ACTIVE' ? 'Interest So Far' : 'Interest Earned'
}}</span>
<span class="rh-stat__value rh-stat__value--positive">
{{
term.interestearned === null || term.interestearned === undefined
? '—'
: (term.interestearned | currency: currency.code : 'symbol-narrow')
}}
</span>
</div>
<div class="rh-stat rh-stat--highlight">
<span class="rh-stat__label">{{
term.maturedamount === null || term.maturedamount === undefined ? 'Projected Maturity' : 'Matured At'
}}</span>
<span class="rh-stat__value">
{{ maturityFor(term) | currency: currency.code : 'symbol-narrow' }}
</span>
</div>
</div>
<div class="rh-card__foot">
<fa-icon icon="info-circle" class="rh-card__foot-ico"></fa-icon>
<span>
Ledger account:
@if (term.accountid === fixedDepositsAccountData.id) {
<strong>{{ term.accountno }}</strong>
} @else {
<a [routerLink]="siblingLink(term.accountid)">{{ term.accountno }}</a>
}
</span>
</div>
</div>
</div>
}
</div>
} @else {
<div class="rh-empty">
<fa-icon icon="history" class="rh-empty__icon"></fa-icon>
<p class="rh-empty__text">{{ 'labels.messages.No Renewal History Available' | translate }}</p>
</div>
}
</div>
@@ -1,364 +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/.
*/
$navy: #0d1b2a;
$slate: #475569;
$muted: #64748b;
$border: #e2e8f0;
$soft: #f8fafc;
$positive: #047857;
$positive-soft: #ecfdf5;
$accent: #2563eb;
$accent-soft: #eff6ff;
.rh-container {
max-width: 860px;
margin: 0 auto;
padding: 4px 0 24px;
}
/* ─── Summary strip ─────────────────────────────────────────────────── */
.rh-summary {
display: grid;
grid-template-columns: repeat(5, minmax(0, 1fr));
gap: 1px;
background: $border;
border: 1px solid $border;
border-radius: 14px;
overflow: hidden;
margin-bottom: 28px;
box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
&__item {
display: flex;
flex-direction: column;
gap: 4px;
padding: 14px 16px;
background: #fff;
}
&__label {
font-size: 10.5px;
font-weight: 600;
color: $muted;
text-transform: uppercase;
letter-spacing: 0.04em;
}
&__value {
font-size: 15px;
font-weight: 700;
color: $navy;
font-variant-numeric: tabular-nums;
}
&__item--highlight {
background: $accent-soft;
.rh-summary__value {
color: $accent;
}
}
&__item--positive {
background: $positive-soft;
.rh-summary__value {
color: $positive;
}
}
}
@media (width <= 720px) {
.rh-summary {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
}
/* ─── Timeline rail ──────────────────────────────────────────────────── */
.rh-timeline {
display: flex;
flex-direction: column;
}
.rh-node {
display: flex;
gap: 18px;
}
.rh-node__rail {
flex: none;
width: 20px;
display: flex;
flex-direction: column;
align-items: center;
}
.rh-node__dot {
position: relative;
width: 16px;
height: 16px;
margin-top: 22px;
border-radius: 50%;
background: #cbd5e1;
border: 3px solid #fff;
box-shadow: 0 0 0 2px #cbd5e1;
flex: none;
&--active {
background: $positive;
box-shadow: 0 0 0 2px $positive;
}
}
.rh-node__pulse {
position: absolute;
inset: -6px;
border-radius: 50%;
border: 2px solid $positive;
opacity: 0.6;
animation: rh-pulse 1.8s ease-out infinite;
}
@keyframes rh-pulse {
0% {
transform: scale(0.6);
opacity: 0.7;
}
100% {
transform: scale(1.6);
opacity: 0;
}
}
.rh-node__line {
flex: 1;
width: 2px;
min-height: 24px;
background: $border;
margin: 4px 0;
}
/* ─── Term card ──────────────────────────────────────────────────────── */
.rh-card {
flex: 1;
min-width: 0;
background: #fff;
border: 1px solid $border;
border-radius: 14px;
box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
padding: 16px 18px;
margin-bottom: 20px;
transition: box-shadow 0.15s ease;
&--active {
border-color: rgb(4 120 87 / 20%);
box-shadow: 0 2px 10px rgb(4 120 87 / 8%);
}
&:hover {
box-shadow: 0 4px 14px rgb(15 23 42 / 8%);
}
&__head {
display: flex;
align-items: flex-start;
justify-content: space-between;
gap: 12px;
flex-wrap: wrap;
}
&__title-group {
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
}
&__title {
margin: 0;
font-size: 15px;
font-weight: 700;
color: $navy;
}
&__period {
display: flex;
align-items: center;
gap: 8px;
margin-top: 8px;
font-size: 12.5px;
color: $slate;
font-weight: 500;
&-ico {
color: $muted;
font-size: 11px;
}
&-arrow {
color: $muted;
font-size: 10px;
}
}
&__tenure {
color: $muted;
font-weight: 400;
}
&__foot {
display: flex;
align-items: center;
gap: 6px;
margin-top: 12px;
padding-top: 10px;
border-top: 1px dashed $border;
font-size: 11.5px;
color: $muted;
&-ico {
font-size: 10px;
}
a {
color: $accent;
font-weight: 600;
text-decoration: none;
&:hover {
text-decoration: underline;
}
}
}
}
/* ─── Status badge / auto-renewed tag ───────────────────────────────── */
.rh-badge {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 2px 9px;
border-radius: 999px;
background: $soft;
color: $muted;
font-size: 10.5px;
font-weight: 700;
letter-spacing: 0.02em;
text-transform: uppercase;
&--active {
background: $positive-soft;
color: $positive;
}
}
.rh-tag {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 2px 9px;
border-radius: 999px;
background: $accent-soft;
color: $accent;
font-size: 10.5px;
font-weight: 600;
}
/* ─── View Rate Chart button ─────────────────────────────────────────── */
.rh-chart-btn {
display: inline-flex;
align-items: center;
gap: 7px;
padding: 6px 14px;
border: 1px solid $border;
border-radius: 999px;
background: #fff;
color: $accent;
font-size: 12px;
font-weight: 600;
cursor: pointer;
transition: all 0.15s ease;
white-space: nowrap;
&:hover {
background: $accent-soft;
border-color: $accent;
}
}
/* ─── Stat grid ──────────────────────────────────────────────────────── */
.rh-stats {
display: grid;
grid-template-columns: repeat(4, minmax(0, 1fr));
gap: 10px;
margin-top: 14px;
}
@media (width <= 640px) {
.rh-stats {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
}
.rh-stat {
display: flex;
flex-direction: column;
gap: 3px;
padding: 9px 12px;
background: $soft;
border-radius: 10px;
&__label {
font-size: 10px;
font-weight: 600;
color: $muted;
text-transform: uppercase;
letter-spacing: 0.03em;
}
&__value {
font-size: 13.5px;
font-weight: 700;
color: $navy;
font-variant-numeric: tabular-nums;
&--positive {
color: $positive;
}
}
&--highlight {
background: $accent-soft;
.rh-stat__value {
color: $accent;
}
}
}
/* ─── Empty state ────────────────────────────────────────────────────── */
.rh-empty {
display: flex;
flex-direction: column;
align-items: center;
gap: 10px;
padding: 64px 16px;
color: $muted;
&__icon {
font-size: 30px;
opacity: 0.4;
}
&__text {
margin: 0;
font-size: 13px;
}
}
@@ -1,235 +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 { ActivatedRoute, Router } from '@angular/router';
import { MatDialog } from '@angular/material/dialog';
import { Currency } from 'app/shared/models/general.model';
import { CurrencyPipe } from '@angular/common';
import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { ProductsService } from 'app/products/products.service';
import { TermRateChartDialogComponent } from './term-rate-chart-dialog/term-rate-chart-dialog.component';
/**
* Every term of one FD, oldest first, as a vertical timeline -- one card per renewal cycle. Its own tab
* rather than a card on General, since a long-lived FD can carry many terms and each one's full detail
* (dates, rate, principal, interest, and its own rate chart) needs real room to read comfortably.
*/
@Component({
selector: 'mifosx-renewal-history-tab',
templateUrl: './renewal-history-tab.component.html',
styleUrls: ['./renewal-history-tab.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FaIconComponent,
CurrencyPipe,
DateFormatPipe
]
})
export class RenewalHistoryTabComponent implements OnInit {
private route = inject(ActivatedRoute);
private router = inject(Router);
private dialog = inject(MatDialog);
private productsService = inject(ProductsService);
fixedDepositsAccountData: any;
currency: Currency;
/**
* The bank's currently published senior-citizen premium per tenure band, for this FD's type. Fetched once
* from the same CBS Base Interest Rates screen staff maintain, so a term's rate-chart popup can show the
* premium alongside the standard rate -- neither the account's own chart snapshot nor the archived history
* carries a senior-citizen column, since that concept only exists on the base rate master.
*/
private activeBaseSlabs: any[] = [];
constructor() {
this.route.parent.data.subscribe((data: { fixedDepositsAccountData: any }) => {
this.fixedDepositsAccountData = data.fixedDepositsAccountData;
this.currency = this.fixedDepositsAccountData.currency;
});
}
ngOnInit(): void {
const fdType = this.fixedDepositsAccountData?.fdType;
if (!fdType) {
return;
}
this.productsService.getFdBaseInterestRates(fdType).subscribe({
next: (rates: any[]) => {
const active = (rates || []).find((r: any) => r.isActive);
this.activeBaseSlabs = active?.slabs ?? [];
},
error: () => {}
});
}
/**
* The published senior-citizen rate for a tenure band, matched by period type and range against the active
* base rate card. Returns null when nothing matches (no published base version for this FD type, or this
* particular band isn't on it, or the matching band simply carries no premium) -- displayed as a blank
* rather than a misleading zero.
*/
private seniorCitizenRateFor(periodTypeEnum: number, fromPeriod: number, toPeriod: number | null): number | null {
const match = this.activeBaseSlabs.find(
(s) =>
s.periodTypeEnum === periodTypeEnum &&
s.fromPeriod === fromPeriod &&
(s.toPeriod ?? null) === (toPeriod ?? null)
);
return match?.seniorCitizenRate > 0 ? match.seniorCitizenRate : null;
}
/**
* A reinvested FD always keeps the same client/group/center as the account it came from, so the
* counterpart account's view page sits at the same route -- only the account-id segment differs.
*/
private siblingAccountLink(targetAccountId: number): string | null {
const segments = this.router.url.split('?')[0].split('/').filter(Boolean);
const idx = segments.indexOf('fixed-deposits-accounts');
if (idx === -1) return null;
return '/' + segments.slice(0, idx + 1).join('/') + '/' + targetAccountId + '/general';
}
siblingLink(targetAccountId: number): string | null {
return this.siblingAccountLink(targetAccountId);
}
/**
* Every term of this FD, oldest first, as resolved by the backend. Keys are lower-cased because they
* arrive straight from the SQL result-set column labels.
*/
get renewalHistory(): any[] {
return this.fixedDepositsAccountData?.renewalHistory ?? [];
}
get fdNumber(): string {
return this.fixedDepositsAccountData?.fdAccountNumber ?? this.fixedDepositsAccountData?.accountNo;
}
/** The very first term's opening principal -- what the customer originally deposited. */
get originalPrincipal(): number | null {
return this.renewalHistory[0]?.depositamount ?? null;
}
/** The latest term's settled or projected value -- what the FD is worth right now. */
get currentValue(): number | null {
const latest = this.renewalHistory[this.renewalHistory.length - 1];
return latest ? this.maturityFor(latest) : null;
}
/**
* Total interest earned across every term, settled terms plus the running term's interest-to-date. Null
* only when there is nothing to sum, so the summary strip can tell "no data yet" apart from "zero".
*/
get lifetimeInterestEarned(): number | null {
if (!this.renewalHistory.length) {
return null;
}
let total = 0;
for (const term of this.renewalHistory) {
if (term.interestearned != null) {
total += Number(term.interestearned);
} else {
const projected = this.maturityFor(term);
if (projected != null && term.depositamount != null) {
total += Number(projected) - Number(term.depositamount);
}
}
}
return total;
}
/**
* A term's settled maturity amount, or its projection while it is still running. Resolved here rather
* than inline so the choice isn't left to operator precedence between `??` and the currency pipe.
*/
maturityFor(term: any): number | null {
return term?.maturedamount ?? term?.projectedmaturityamount ?? null;
}
/** periodTypeEnum values as archived -- same encoding as SavingsPeriodFrequencyType (DAYS=0 ... YEARS=3). */
private static readonly PERIOD_TYPE_LABELS: Record<number, string> = {
0: 'Days',
1: 'Weeks',
2: 'Months',
3: 'Years'
};
/** "10 Years" rather than a bare number, using the same period-type encoding the archived charts use. */
tenureLabel(term: any): string {
if (term?.tenure == null) {
return '';
}
const unit = RenewalHistoryTabComponent.PERIOD_TYPE_LABELS[term.tenurefrequencyenum] ?? '';
return unit ? `${term.tenure} ${unit}` : `${term.tenure}`;
}
/** How the renewal happened, for display as a small tag -- null when the term hasn't renewed (yet). */
renewalTypeLabel(term: any): string | null {
if (term?.renewaltype === 'AUTO') return 'Auto-Renewed';
if (term?.renewaltype === 'MANUAL') return 'Renewed by Staff';
return null;
}
renewalTypeIcon(term: any): string {
return term?.renewaltype === 'MANUAL' ? 'user-cog' : 'robot';
}
/**
* The rate-by-tenure chart for one term of this FD's history, normalised to one shape regardless of source.
*
* A term's chart is only archived once it closes via an in-place renewal, so the term still running has no
* archived rows -- for that one term (recognisable as the one matching this account's own id), the
* account's own live chart is shown instead, since it is the same data. The two sources use different key
* casing and represent the period type differently (a raw enum int here, an expanded {value} object on the
* live chart), which this maps into one consistent shape the dialog can render without knowing which source
* it came from.
*/
private chartSlabsFor(term: any): any[] {
const raw = term?.chartSlabs?.length
? term.chartSlabs
: term?.accountid === this.fixedDepositsAccountData?.id
? (this.fixedDepositsAccountData?.accountChart?.chartSlabs ?? [])
: [];
return raw.map((slab: any) => {
const periodTypeEnum = slab.periodType?.id ?? slab.periodtypeenum;
const fromPeriod = slab.fromperiod ?? slab.fromPeriod;
const toPeriod = slab.toperiod ?? slab.toPeriod;
// The archived/live row's own senior_citizen_rate is the true figure as published when this term
// was actually priced -- preferred whenever present. The live lookup against today's base rate
// card is only a fallback, for the currently-running term (not archived yet) or an older archive
// row written before that column existed -- flagged as such so the dialog can say so.
const persistedSeniorRate = slab.seniorcitizenrate ?? slab.seniorCitizenRate ?? null;
return {
description: slab.description,
fromPeriod,
toPeriod,
periodTypeLabel: slab.periodType?.value ?? RenewalHistoryTabComponent.PERIOD_TYPE_LABELS[periodTypeEnum] ?? '',
annualInterestRate: slab.annualinterestrate ?? slab.annualInterestRate,
seniorCitizenRate:
persistedSeniorRate ?? this.seniorCitizenRateFor(periodTypeEnum, fromPeriod, toPeriod ?? null),
seniorCitizenRateIsLive: persistedSeniorRate == null
};
});
}
/** Opens the full rate chart for one term in a popup, rather than pushing every later term down the page. */
openRateChart(term: any): void {
this.dialog.open(TermRateChartDialogComponent, {
width: '560px',
data: {
term,
slabs: this.chartSlabsFor(term),
isSeniorCitizen: !!this.fixedDepositsAccountData?.isSeniorCitizen
}
});
}
}
@@ -1,77 +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="trc-dialog">
<h2 mat-dialog-title class="trc-header">
<span class="trc-header__icon"><fa-icon icon="table"></fa-icon></span>
<span class="trc-header__text">
<span class="trc-header__title">{{ termLabel }} — Rate Chart</span>
<span class="trc-header__sub"
>{{ term.activatedondate | dateFormat }} → {{ term.maturitydate | dateFormat }}</span
>
</span>
</h2>
<div mat-dialog-content class="trc-content">
@if (slabs.length) {
<table class="trc-table">
<thead>
<tr>
<th>Description</th>
<th>Tenure</th>
<th class="trc-table__rate-col">Rate</th>
<th class="trc-table__rate-col">
<fa-icon icon="user-shield" class="trc-table__sc-ico"></fa-icon>
Senior Citizen
</th>
</tr>
</thead>
<tbody>
@for (slab of slabs; track $index) {
<tr [class.trc-table__row--applied]="isAppliedSlab(slab) || isAppliedSeniorSlab(slab)">
<td>{{ slab.description }}</td>
<td>{{ slab.fromPeriod }} – {{ slab.toPeriod || '∞' }} {{ slab.periodTypeLabel }}</td>
<td class="trc-table__rate-col">
{{ slab.annualInterestRate }}%
@if (isAppliedSlab(slab)) {
<span class="trc-applied-badge">Applied</span>
}
</td>
<td class="trc-table__rate-col trc-table__sc-col">
{{
slab.seniorCitizenRate !== null && slab.seniorCitizenRate !== undefined
? slab.seniorCitizenRate + '%'
: '—'
}}
@if (isAppliedSeniorSlab(slab)) {
<span class="trc-applied-badge">Applied</span>
}
</td>
</tr>
}
</tbody>
</table>
@if (hasLiveSeniorRate) {
<p class="trc-note">
<fa-icon icon="info-circle"></fa-icon>
Senior citizen rate for this term wasn't recorded at the time; the figure shown is today's published rate, for
reference.
</p>
}
} @else {
<div class="trc-empty">
<fa-icon icon="info-circle" class="trc-empty__icon"></fa-icon>
<p>No rate chart was archived for this term.</p>
</div>
}
</div>
<div mat-dialog-actions align="end" class="trc-actions">
<button mat-button mat-dialog-close>{{ 'labels.buttons.Close' | translate }}</button>
</div>
</div>
@@ -1,159 +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/.
*/
$navy: #0d1b2a;
$slate: #475569;
$muted: #64748b;
$border: #e2e8f0;
$soft: #f8fafc;
$positive: #047857;
$positive-soft: #ecfdf5;
$accent: #b8860b;
.trc-dialog {
min-width: 420px;
max-width: 540px;
}
.trc-header {
display: flex;
align-items: center;
gap: 12px;
margin: 0 0 4px;
&__icon {
flex: none;
width: 38px;
height: 38px;
display: inline-flex;
align-items: center;
justify-content: center;
border-radius: 10px;
background: linear-gradient(135deg, #3b82f6 0%, #1e40af 100%);
color: #fff;
font-size: 15px;
}
&__text {
display: flex;
flex-direction: column;
min-width: 0;
}
&__title {
font-size: 15px;
font-weight: 700;
color: $navy;
line-height: 1.3;
}
&__sub {
font-size: 12px;
color: $muted;
font-weight: 500;
}
}
.trc-content {
padding-top: 4px;
}
.trc-table {
width: 100%;
border-collapse: collapse;
font-size: 13px;
th {
padding: 8px 10px;
background: $soft;
color: $muted;
font-weight: 600;
text-align: left;
border-bottom: 1px solid $border;
}
td {
padding: 9px 10px;
color: $slate;
border-bottom: 1px solid $border;
font-variant-numeric: tabular-nums;
}
&__rate-col {
text-align: right;
}
&__row--applied {
background: $positive-soft;
td {
color: $positive;
font-weight: 700;
}
}
&__sc-ico {
color: $accent;
margin-right: 4px;
}
&__sc-col {
color: $accent;
font-weight: 600;
}
}
.trc-applied-badge {
display: inline-block;
margin-left: 6px;
padding: 1px 7px;
border-radius: 10px;
background: $positive;
color: #fff;
font-size: 9.5px;
font-weight: 700;
letter-spacing: 0.03em;
text-transform: uppercase;
vertical-align: middle;
}
.trc-note {
display: flex;
align-items: flex-start;
gap: 6px;
margin: 10px 2px 0;
color: $muted;
font-size: 11px;
font-style: italic;
line-height: 1.4;
}
.trc-empty {
display: flex;
flex-direction: column;
align-items: center;
gap: 8px;
padding: 32px 8px;
color: $muted;
text-align: center;
&__icon {
font-size: 22px;
opacity: 0.5;
}
p {
margin: 0;
font-size: 13px;
}
}
.trc-actions {
padding-top: 6px;
}
@@ -1,93 +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, inject } from '@angular/core';
import {
MAT_DIALOG_DATA,
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { MatButton } from '@angular/material/button';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* The full rate-by-tenure chart one term of an FD was priced on, in a popup rather than inline in the
* timeline: a chart can run to several tenure bands, and showing it in place would push every later term
* down the page every time one is opened.
*/
@Component({
selector: 'mifosx-term-rate-chart-dialog',
templateUrl: './term-rate-chart-dialog.component.html',
styleUrls: ['./term-rate-chart-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatButton,
FaIconComponent
]
})
export class TermRateChartDialogComponent {
dialogRef = inject<MatDialogRef<TermRateChartDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
get term(): any {
return this.data.term;
}
get slabs(): any[] {
return this.data.slabs ?? [];
}
get termLabel(): string {
return this.term?.renewalcycleno === 0 ? 'Original Term' : 'Renewal ' + this.term?.renewalcycleno;
}
/** Whether the DEPOSITOR (not just the tenure band) was a senior citizen for this term. */
get isSeniorCitizen(): boolean {
return !!this.data.isSeniorCitizen;
}
/**
* True when at least one senior-citizen figure shown is a live lookup against today's base rate card rather than the
* true rate persisted for this specific term -- only possible for the currently-running term (not archived yet) or an
* older archive row that predates the persisted column. Drives whether the disclaimer note is shown at all.
*/
get hasLiveSeniorRate(): boolean {
return this.slabs.some((s) => s.seniorCitizenRateIsLive && s.seniorCitizenRate != null);
}
/**
* True for the STANDARD-rate cell that was actually applied to this term. Never true for a senior-citizen
* term, since that term was priced off the senior column instead -- see {@link isAppliedSeniorSlab}.
* Compared as numbers since one side arrives as a string from the currency-agnostic archive row.
*/
isAppliedSlab(slab: any): boolean {
return (
!this.isSeniorCitizen &&
this.term?.interestrate != null &&
Number(slab.annualInterestRate) === Number(this.term.interestrate)
);
}
/** True for the SENIOR-CITIZEN cell that was actually applied, for a term held by a senior-citizen depositor. */
isAppliedSeniorSlab(slab: any): boolean {
return (
this.isSeniorCitizen &&
slab.seniorCitizenRate != null &&
this.term?.interestrate != null &&
Number(slab.seniorCitizenRate) === Number(this.term.interestrate)
);
}
}
@@ -36,11 +36,7 @@
[ngClass]="savingsTransactionColor(transaction)"
(click)="showTransactions(transaction)"
>
@if (transaction.isRenewalEvent) {
<fa-icon icon="sync-alt" class="txn-tab__renewal-ico"></fa-icon>
} @else {
{{ transaction.id }}
}
{{ transaction.id }}
</td>
</ng-container>
@@ -76,13 +72,7 @@
[ngClass]="savingsTransactionColor(transaction)"
(click)="showTransactions(transaction)"
>
{{
transaction.isRenewalEvent
? '—'
: isDebit(transaction.transactionType)
? (transaction.amount | formatNumber)
: 'N/A'
}}
{{ isDebit(transaction.transactionType) ? (transaction.amount | formatNumber) : 'N/A' }}
</td>
</ng-container>
@@ -94,13 +84,7 @@
[ngClass]="savingsTransactionColor(transaction)"
(click)="showTransactions(transaction)"
>
{{
transaction.isRenewalEvent
? '—'
: !isDebit(transaction.transactionType)
? (transaction.amount | formatNumber)
: 'N/A'
}}
{{ !isDebit(transaction.transactionType) ? (transaction.amount | formatNumber) : 'N/A' }}
</td>
</ng-container>
@@ -112,40 +96,36 @@
[ngClass]="savingsTransactionColor(transaction)"
(click)="showTransactions(transaction)"
>
{{ transaction.isRenewalEvent ? '—' : (transaction.runningBalance | formatNumber) }}
{{ transaction.runningBalance | formatNumber }}
</td>
</ng-container>
<ng-container matColumnDef="actions">
<th mat-header-cell class="center" *matHeaderCellDef>{{ 'labels.inputs.Actions' | translate }}</th>
<td mat-cell class="center" *matCellDef="let transaction; let idx = index">
@if (transaction.isRenewalEvent) {
<span class="txn-tab__renewal-tag">No ledger impact</span>
} @else {
<button mat-icon-button [matMenuTriggerFor]="transactionMenu" aria-label="" class="action-button">
<mat-icon>more_vert</mat-icon>
<button mat-icon-button [matMenuTriggerFor]="transactionMenu" aria-label="" class="action-button">
<mat-icon>more_vert</mat-icon>
</button>
<mat-menu #transactionMenu="matMenu">
<button mat-menu-item (click)="showTransactions(transaction)">
<mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
<span>{{ 'labels.text.View Transaction' | translate }}</span>
</button>
<mat-menu #transactionMenu="matMenu">
<button mat-menu-item (click)="showTransactions(transaction)">
<mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
<span>{{ 'labels.text.View Transaction' | translate }}</span>
@if (!isFirstTransaction(idx)) {
<button mat-menu-item (click)="undoTransaction(transaction)">
<mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
<span>{{ 'tooltips.Undo Transaction' | translate }}</span>
</button>
@if (!isFirstTransaction(idx)) {
<button mat-menu-item (click)="undoTransaction(transaction)">
<mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
<span>{{ 'tooltips.Undo Transaction' | translate }}</span>
</button>
}
<button
mat-menu-item
(click)="routeEdit($event)"
[routerLink]="['/', 'journal-entry', 'view', 'S' + transaction.id]"
>
<mat-icon><fa-icon icon="table-cells" size="sm"></fa-icon></mat-icon>
<span>{{ 'tooltips.View Journal Entries' | translate }}</span>
</button>
</mat-menu>
}
}
<button
mat-menu-item
(click)="routeEdit($event)"
[routerLink]="['/', 'journal-entry', 'view', 'S' + transaction.id]"
>
<mat-icon><fa-icon icon="table-cells" size="sm"></fa-icon></mat-icon>
<span>{{ 'tooltips.View Journal Entries' | translate }}</span>
</button>
</mat-menu>
</td>
</ng-container>
@@ -97,32 +97,4 @@ table {
color: $muted;
font-style: italic;
}
.mat-mdc-cell.renewal-marker {
background: #eff6ff;
color: $blue;
font-style: italic;
cursor: default;
}
.mat-mdc-row:has(.renewal-marker):hover {
background: #eff6ff;
cursor: default;
}
}
.txn-tab__renewal-ico {
color: $blue;
}
.txn-tab__renewal-tag {
display: inline-block;
padding: 2px 8px;
border-radius: 10px;
background: #dbeafe;
color: $blue;
font-size: 10.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.04em;
}
@@ -113,71 +113,13 @@ export class TransactionsTabComponent implements OnInit {
*/
constructor() {
this.route.parent.data.subscribe((data: { fixedDepositsAccountData: any }) => {
this.transactionsData = this.withRenewalMarkers(
data.fixedDepositsAccountData.transactions,
data.fixedDepositsAccountData.renewalHistory
);
this.transactionsData = data.fixedDepositsAccountData.transactions;
this.clientId = this.route.parent.snapshot.params['clientId'];
this.accountId = this.route.parent.snapshot.params['fixedDepositAccountId'];
this.status = data.fixedDepositsAccountData.status.value;
});
}
/**
* An in-place renewal moves no money -- the matured balance simply becomes the new term's opening
* principal -- so it posts no withdrawal, deposit, or journal entry (see
* DepositAccountDomainServiceJpa#handleFDAccountMaturityClosure). Without something here, a renewal
* would be invisible in this list even though the account's rate and term just changed. These rows
* are synthesized purely for display from the renewal history already loaded for the Renewal History
* tab -- never written anywhere, never matched against a real transaction id -- so undo, journal-entry
* lookup, and every real transaction's running balance stay exactly as they were.
*/
private withRenewalMarkers(transactions: any[], renewalHistory: any[]): any[] {
const markers: any[] = (renewalHistory ?? [])
.filter((term: any) => term.renewalcycleno > 0)
.map((term: any) => {
const marker: any = {
isRenewalEvent: true,
id: null,
date: term.activatedondate,
amount: null,
runningBalance: null,
reversed: false,
transfer: null,
renewalCycleNo: term.renewalcycleno,
transactionType: {
value: term.renewaltype === 'MANUAL' ? 'FD Renewed (Staff)' : 'FD Auto-Renewed',
accrual: false,
withdrawal: false,
feeDeduction: false,
overdraftInterest: false,
withholdTax: false
}
};
return marker;
});
return [
...(transactions ?? []),
...markers
].sort((a, b) => this.toEpoch(b.date) - this.toEpoch(a.date));
}
/** Same [yyyy, MM, dd]-or-ISO-string shape DateFormatPipe already handles, resolved to a sortable epoch. */
private toEpoch(value: any): number {
if (!value) {
return 0;
}
if (Array.isArray(value)) {
const [
year,
month,
day
] = value;
return new Date(year, (month ?? 1) - 1, day ?? 1).getTime();
}
return new Date(value).getTime();
}
ngOnInit() {
this.hideAccrualsParam = new UntypedFormControl(false);
this.hideReversedParam = new UntypedFormControl(false);
@@ -219,9 +161,6 @@ export class TransactionsTabComponent implements OnInit {
* @param {any} transactionsData Transactions Data
*/
showTransactions(transactionsData: any) {
if (transactionsData.isRenewalEvent) {
return;
}
if (transactionsData.transfer) {
this.router.navigate([`account-transfers/account-transfers/${transactionsData.transfer.id}`], {
relativeTo: this.route
@@ -252,10 +191,7 @@ export class TransactionsTabComponent implements OnInit {
this.dataSource.sort = this.sort;
}
savingsTransactionColor(transaction: any): string {
if (transaction.isRenewalEvent) {
return 'renewal-marker';
}
savingsTransactionColor(transaction: SavingsAccountTransaction): string {
if (transaction.reversed) {
return 'strike';
} else if (transaction.transfer) {
@@ -10,7 +10,6 @@
<mat-card>
<form [formGroup]="approveFixedDepositsAccountForm" (ngSubmit)="submit()">
<mat-card-content>
<p class="mat-body-2">This approves and activates the account in one step -- it goes straight to Active.</p>
<div class="layout-column">
<mat-form-field (click)="approvedOnDatePicker.open()">
<mat-label>{{ 'labels.inputs.Approved On Date' | translate }}</mat-label>
@@ -81,9 +81,8 @@ export class ApproveFixedDepositsAccountComponent implements OnInit {
}
/**
* Submits the form, approves the fixed deposit account, then immediately activates it on the
* same date -- Approve and Activate are still two separate Fineract commands underneath (each
* shows up in the audit trail), but the officer only sees and clicks through one step.
* Submits the form and approves the fixed deposit account,
* if successful redirects to the fixed deposit account.
*/
submit() {
const approveFixedDepositsAccountFormData = this.approveFixedDepositsAccountForm.value;
@@ -99,16 +98,7 @@ export class ApproveFixedDepositsAccountComponent implements OnInit {
locale
};
this.fixedDepositsService.executeFixedDepositsAccountCommand(this.accountId, 'approve', data).subscribe(() => {
const activationData = {
activatedOnDate: approveFixedDepositsAccountFormData.approvedOnDate,
dateFormat,
locale
};
this.fixedDepositsService
.executeFixedDepositsAccountCommand(this.accountId, 'activate', activationData)
.subscribe(() => {
this.router.navigate(['../../'], { relativeTo: this.route });
});
this.router.navigate(['../../'], { relativeTo: this.route });
});
}
}
@@ -31,7 +31,6 @@ import { FixedDepositsAccountActionsResolver } from './common-resolvers/fixed-de
import { FixedDepositsAccountTemplateResolver } from './common-resolvers/fixed-deposit-account-template.resolver';
import { FixedDepositsAccountAndTemplateResolver } from './common-resolvers/fixed-deposit-account-and-template.resolver';
import { GeneralTabComponent } from './fixed-deposit-account-view/general-tab/general-tab.component';
import { RenewalHistoryTabComponent } from './fixed-deposit-account-view/renewal-history-tab/renewal-history-tab.component';
import { AccountNomineesTabComponent } from 'app/shared/account-nominees-tab/account-nominees-tab.component';
const routes: Routes = [
@@ -81,15 +80,6 @@ const routes: Routes = [
routeParamBreadcrumb: false
}
},
{
path: 'renewal-history',
component: RenewalHistoryTabComponent,
data: {
title: 'Fixed Deposit Account Renewal History',
breadcrumb: 'Renewal History',
routeParamBreadcrumb: false
}
},
{
path: 'transactions',
component: TransactionsTabComponent,
@@ -87,17 +87,6 @@ export class FixedDepositsService {
return this.http.get(`/fixeddepositaccounts/${accountId}/template`, { params: httpParams });
}
/**
* Template for the Payment action. Same shape as the closure template, but its `onAccountClosureOptions` also
* include Partial Re-Invest, which the closure commands exclude because only Payment implements it.
* @param {string} accountId Fixed Deposits Account Id
* @returns {Observable<any>}
*/
getFixedDepositsAccountPaymentTemplate(accountId: string): Observable<any> {
const httpParams = new HttpParams().set('command', 'payment');
return this.http.get(`/fixeddepositaccounts/${accountId}/template`, { params: httpParams });
}
/**
* @param {string} accountId Fixed Deposits Account Id
* @returns {Observable<any>}
@@ -0,0 +1,543 @@
<!--
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="pm-container">
<div class="pm-header">
<button mat-stroked-button [routerLink]="['../']" class="pm-back">
<i class="fas fa-arrow-left"></i> Deposits
</button>
<h2 class="pm-header__title">Party Master Entry</h2>
</div>
<div class="pm-card">
<form [formGroup]="partyForm">
<mat-tab-group class="pm-tabs" [(selectedIndex)]="selectedTabIndex" animationDuration="200ms">
<mat-tab label="Main Detail">
<div class="pm-tab-content">
<div class="pm-section">
<div class="pm-section__header">
<i class="fas fa-id-card"></i>
<h3>Identity</h3>
</div>
<div class="pm-grid">
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Client ID</mat-label>
<input matInput required formControlName="clientId" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Sub Type</mat-label>
<mat-select required formControlName="subType">
@for (type of subTypes; track type) {
<mat-option [value]="type">{{ type }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Agent ID</mat-label>
<input matInput required formControlName="agentId" />
</mat-form-field>
@if (linkedSavingsAccountId) {
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Savings Account</mat-label>
<input matInput [value]="'Linked (id ' + linkedSavingsAccountId + ')'" disabled />
</mat-form-field>
} @else {
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Savings Account No (if any)</mat-label>
<input matInput formControlName="savingsAccountNo" />
</mat-form-field>
}
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Party Code</mat-label>
<input matInput formControlName="partyCode" placeholder="Auto-generated" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Last A/c</mat-label>
<input matInput formControlName="lastAccount" placeholder="—" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Nominal</mat-label>
<mat-select required formControlName="nominal">
<mat-option value="Yes">Yes</mat-option>
<mat-option value="No">No</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field pm-field--wide">
<mat-label>Party Name</mat-label>
<input matInput required formControlName="partyName" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field pm-field--wide">
<mat-label>Party Name 1</mat-label>
<input matInput formControlName="partyName1" />
</mat-form-field>
</div>
</div>
<div class="pm-section">
<div class="pm-section__header">
<i class="fas fa-map-marker-alt"></i>
<h3>Address &amp; Contact</h3>
</div>
<div class="pm-grid">
<mat-form-field appearance="outline" class="pm-field pm-field--wide">
<mat-label>Address 1</mat-label>
<input matInput required formControlName="address1" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field pm-field--wide">
<mat-label>Address 2</mat-label>
<input matInput formControlName="address2" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field pm-field--wide">
<mat-label>Address 3</mat-label>
<input matInput formControlName="address3" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>City</mat-label>
<input matInput required formControlName="city" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Pincode</mat-label>
<input matInput required formControlName="pincode" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Gender</mat-label>
<mat-select formControlName="gender">
<mat-option value="Male">Male</mat-option>
<mat-option value="Female">Female</mat-option>
<mat-option value="Other">Other</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Telephone</mat-label>
<input matInput formControlName="telephone" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Mobile No (SMS)</mat-label>
<input matInput required formControlName="mobileNoSms" />
</mat-form-field>
</div>
</div>
<div class="pm-section">
<div class="pm-section__header">
<i class="fas fa-shield-alt"></i>
<h3>KYC</h3>
</div>
<div class="pm-grid">
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Aadhar No</mat-label>
<input matInput formControlName="aadharNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>PAN Card No</mat-label>
<input matInput formControlName="panCardNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>CKYC ID</mat-label>
<input matInput formControlName="ckycId" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Operation</mat-label>
<mat-select required formControlName="operation">
@for (op of operations; track op) {
<mat-option [value]="op">{{ op }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Birth Date</mat-label>
<input matInput [matDatepicker]="birthPicker" formControlName="birthDate" />
<mat-datepicker-toggle matIconSuffix [for]="birthPicker"></mat-datepicker-toggle>
<mat-datepicker #birthPicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Occupation</mat-label>
<mat-select formControlName="occupation">
@for (occ of occupations; track occ) {
<mat-option [value]="occ">{{ occ }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Risk</mat-label>
<mat-select formControlName="risk">
@for (r of riskLevels; track r) {
<mat-option [value]="r">{{ r }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
</div>
<div class="pm-section">
<div class="pm-section__header">
<i class="fas fa-user-friends"></i>
<h3>Minor / Guardian</h3>
</div>
<div class="pm-grid">
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Adult / Minor</mat-label>
<mat-select required formControlName="adultMinor">
@for (opt of adultMinorOptions; track opt) {
<mat-option [value]="opt">{{ opt }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Minor Date</mat-label>
<input matInput [matDatepicker]="minorPicker" formControlName="minorDate" />
<mat-datepicker-toggle matIconSuffix [for]="minorPicker"></mat-datepicker-toggle>
<mat-datepicker #minorPicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Guardian Client ID</mat-label>
<input matInput formControlName="guardianClientId" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Min. A/c Opt</mat-label>
<input matInput formControlName="minAccountOpt" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Relation</mat-label>
<input matInput formControlName="relation" />
</mat-form-field>
</div>
</div>
<div class="pm-section">
<div class="pm-section__header">
<i class="fas fa-calendar-day"></i>
<h3>Scheme Terms</h3>
</div>
<div class="pm-grid">
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Opening Date</mat-label>
<input matInput required [matDatepicker]="openingPicker" formControlName="openingDate" />
<mat-datepicker-toggle matIconSuffix [for]="openingPicker"></mat-datepicker-toggle>
<mat-datepicker #openingPicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Month</mat-label>
<input matInput type="number" formControlName="month" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Maturity Date</mat-label>
<input matInput formControlName="maturityDate" placeholder="Calculated" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Reopen Date</mat-label>
<input matInput [matDatepicker]="reopenPicker" formControlName="reopenDate" />
<mat-datepicker-toggle matIconSuffix [for]="reopenPicker"></mat-datepicker-toggle>
<mat-datepicker #reopenPicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Deposit Amt</mat-label>
<input matInput type="number" formControlName="depositAmount" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Daily Deposit Amt</mat-label>
<input matInput required type="number" formControlName="dailyDepositAmount" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Days</mat-label>
<input matInput required type="number" formControlName="days" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Ledger No</mat-label>
<input matInput formControlName="ledgerNo" placeholder="Auto-generated" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Mat. Amt</mat-label>
<input matInput formControlName="maturityAmount" placeholder="Calculated" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Interest Rate</mat-label>
<input matInput formControlName="interestRate" placeholder="From product" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Withdraw Type</mat-label>
<mat-select formControlName="withdrawType">
@for (type of withdrawTypes; track type) {
<mat-option [value]="type">{{ type }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
</div>
<div class="pm-section">
<div class="pm-section__header">
<i class="fas fa-exclamation-triangle"></i>
<h3>Status &amp; Overdue Flags</h3>
</div>
<div class="pm-grid">
<div class="pm-checkbox-field">
<mat-checkbox formControlName="od1Flag">OD1 Flag</mat-checkbox>
</div>
<div class="pm-checkbox-field">
<mat-checkbox formControlName="od2Flag">OD2 Flag</mat-checkbox>
</div>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Lien</mat-label>
<mat-select formControlName="lien">
<mat-option value="Yes">Yes</mat-option>
<mat-option value="No">No</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Pay Date</mat-label>
<input matInput [matDatepicker]="payDatePicker" formControlName="payDate" />
<mat-datepicker-toggle matIconSuffix [for]="payDatePicker"></mat-datepicker-toggle>
<mat-datepicker #payDatePicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Payment Amount</mat-label>
<input matInput type="number" formControlName="paymentAmount" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Current Bal</mat-label>
<input matInput formControlName="currentBalance" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Opening Bal</mat-label>
<input matInput type="number" formControlName="openingBalance" />
</mat-form-field>
<div class="pm-checkbox-field">
<mat-checkbox formControlName="isSmsActive">Is SMS Active</mat-checkbox>
</div>
<div class="pm-checkbox-field">
<mat-checkbox formControlName="isEmailActive">Is Email Active</mat-checkbox>
</div>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Int.Calc</mat-label>
<input matInput formControlName="interestCalc" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Interest Date</mat-label>
<input matInput [matDatepicker]="interestDatePicker" formControlName="interestDate" />
<mat-datepicker-toggle matIconSuffix [for]="interestDatePicker"></mat-datepicker-toggle>
<mat-datepicker #interestDatePicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field pm-field--wide">
<mat-label>Sp.Description</mat-label>
<input matInput formControlName="spDescription" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Fr'z CD</mat-label>
<mat-select formControlName="freezeCode">
@for (code of freezeCodes; track code) {
<mat-option [value]="code">{{ code }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Adv Code</mat-label>
<mat-select formControlName="advCode">
@for (code of advCodes; track code) {
<mat-option [value]="code">{{ code }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
</div>
@if (partyForm.get('advCode').value === 'Transfer To Saving') {
<div class="pm-section">
<div class="pm-section__header">
<i class="fas fa-exchange-alt"></i>
<h3>Maturity Payout Routing</h3>
</div>
<div class="pm-grid">
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Credit To Branch</mat-label>
<input matInput required formControlName="creditToBranch" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Credit To A/C Type</mat-label>
<input matInput required formControlName="creditToAccountType" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Credit To A/C</mat-label>
<input matInput required formControlName="creditToAccount" />
</mat-form-field>
</div>
</div>
}
</div>
</mat-tab>
<mat-tab label="Nominee's Detail">
<div class="pm-tab-content">
<div class="pm-section">
<div class="pm-grid">
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Nominee</mat-label>
<mat-select formControlName="nomineeApplicable">
<mat-option value="Yes">Yes</mat-option>
<mat-option value="No">No</mat-option>
</mat-select>
</mat-form-field>
<mat-radio-group formControlName="nomineeSplitMode" class="pm-radio-group">
<mat-radio-button value="Percentage">Percentage</mat-radio-button>
<mat-radio-button value="Sequence">Sequence</mat-radio-button>
</mat-radio-group>
<button mat-stroked-button type="button" class="pm-add-nominee" (click)="addNominee()">
<i class="fas fa-plus"></i> Add Nominee
</button>
</div>
@if (nominees.length === 0) {
<p class="pm-empty">No nominees added yet.</p>
}
@for (nominee of nominees.controls; track nominee; let i = $index) {
<div class="pm-nominee-row" [formGroup]="$any(nominee)">
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Nom.Dt</mat-label>
<input matInput required [matDatepicker]="nomDatePicker" formControlName="nominationDate" />
<mat-datepicker-toggle matIconSuffix [for]="nomDatePicker"></mat-datepicker-toggle>
<mat-datepicker #nomDatePicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Name</mat-label>
<input matInput required formControlName="name" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Mobile No</mat-label>
<input matInput formControlName="mobileNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Birth Dt</mat-label>
<input matInput [matDatepicker]="nomBirthPicker" formControlName="birthDate" />
<mat-datepicker-toggle matIconSuffix [for]="nomBirthPicker"></mat-datepicker-toggle>
<mat-datepicker #nomBirthPicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Minor</mat-label>
<mat-select required formControlName="minor">
<mat-option value="Yes">Yes</mat-option>
<mat-option value="No">No</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Relation</mat-label>
<input matInput required formControlName="relation" />
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Gender</mat-label>
<mat-select required formControlName="gender">
<mat-option value="Male">Male</mat-option>
<mat-option value="Female">Female</mat-option>
<mat-option value="Other">Other</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="pm-field">
<mat-label>Guar. Name</mat-label>
<input matInput formControlName="guardianName" />
</mat-form-field>
<button
mat-icon-button
type="button"
class="pm-remove-nominee"
(click)="removeNominee(i)"
matTooltip="Remove nominee"
>
<i class="fas fa-trash"></i>
</button>
</div>
}
</div>
</div>
</mat-tab>
</mat-tab-group>
@if (isClosed) {
<div class="pm-callout">
<i class="fas fa-lock"></i>
<span>This account is closed. No further collections or edits are possible.</span>
</div>
}
<div class="pm-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>
@if (partyId && !isClosed) {
<button
mat-stroked-button
type="button"
color="warn"
matTooltip="Balance must be zero before closing"
(click)="closeAccount()"
>
<i class="fas fa-lock" style="margin-right: 6px"></i> Close Account
</button>
}
<button
mat-raised-button
color="primary"
type="button"
[disabled]="partyForm.invalid || isClosed"
(click)="save()"
>
Save
</button>
</div>
</form>
</div>
</div>
@@ -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/.
*/
$primary: #0f766e;
.pm-container {
max-width: 1080px;
margin: 0 auto;
padding: 24px 16px;
}
.pm-header {
display: flex;
align-items: center;
gap: 16px;
margin-bottom: 20px;
&__title {
margin: 0;
font-size: 22px;
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;
gap: 10px;
margin-bottom: 16px;
i {
color: $primary;
}
h3 {
margin: 0;
font-size: 16px;
font-weight: 600;
flex: 1;
}
}
}
.pm-grid {
display: grid;
grid-template-columns: repeat(4, 1fr);
gap: 8px 16px;
align-items: start;
}
.pm-field {
width: 100%;
&--wide {
grid-column: span 2;
}
}
.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;
}
.pm-empty {
color: rgb(0 0 0 / 50%);
font-size: 14px;
margin: 0 0 8px;
}
.pm-nominee-row {
display: grid;
grid-template-columns: repeat(8, 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;
}
}
.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);
}
.pm-nominee-row {
grid-template-columns: repeat(2, 1fr);
}
}
@@ -0,0 +1,527 @@
/**
* 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 { UntypedFormBuilder, UntypedFormGroup, UntypedFormArray, Validators } from '@angular/forms';
import { Router } from '@angular/router';
import { MatTabsModule } from '@angular/material/tabs';
import { MatCheckbox } from '@angular/material/checkbox';
import { MatRadioModule } from '@angular/material/radio';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Services */
import { OrganizationService } from 'app/organization/organization.service';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
/**
* Party Master Entry component.
*
* The customer's DDS account — linked to an Agent for daily collection,
* carrying its own scheme terms, KYC, two-stage overdue flags, and a
* nominee list. Modelled directly on the legacy Party Master Entry screen
* this replaces.
*
* Backed by its own DDS Party API (`/dds/parties`). The underlying account
* does not yet reuse the Recurring Deposit account engine (see Product
* Setup) — that linkage is a follow-up once the RD-account-specific fields
* this screen doesn't collect (interest/compounding periods, chart
* selection, ...) have a home. Until then the scheme/balance fields here
* are the Party's own.
*
* "Close Account" (command=close) permanently closes the Party once its
* balance is zero - the backend rejects the command otherwise. A closed
* Party can no longer be edited or receive new Party Tran collections.
*
* savingsAccountNo optionally links this Party to an existing, non-closed real Savings Account of
* the same client (resolved by account number, since that's what an officer has to hand) -
* clarified with the business (2026-08-24) as "link it if the client already has one, otherwise
* leave it". There is no unlink once linked.
*/
@Component({
selector: 'mifosx-party-master',
templateUrl: './party-master.component.html',
styleUrls: ['./party-master.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatTabsModule,
MatCheckbox,
MatRadioModule
]
})
export class PartyMasterComponent {
private formBuilder = inject(UntypedFormBuilder);
private router = inject(Router);
private organizationService = inject(OrganizationService);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
partyId: number | null = null;
selectedTabIndex = 0;
partyStatus = 'ACTIVE';
linkedSavingsAccountId: number | null = null;
get isClosed(): boolean {
return this.partyStatus === 'CLOSED';
}
subTypes = [
'Daily Deposit Scheme',
'Masik Dhan Varsha Deposit'
];
operations = [
'Self',
'Guardian',
'Joint'
];
occupations = [
'Business',
'Service',
'Agriculture',
'Homemaker',
'Student',
'Retired',
'Other'
];
riskLevels = [
'Low',
'Medium',
'High'
];
adultMinorOptions = [
'Adult',
'Minor'
];
withdrawTypes = [
'Cash',
'Transfer',
'Clearing'
];
freezeCodes = [
'Normal',
'Debit Freeze',
'Credit Freeze',
'Total Freeze'
];
advCodes = [
'None',
'Transfer To Saving',
'Renew'
];
partyForm: UntypedFormGroup = this.formBuilder.group({
clientId: [
'',
Validators.required
],
subType: [
'',
Validators.required
],
agentId: [
'',
Validators.required
],
savingsAccountNo: [''],
lastAccount: [
{
value: '',
disabled: true
}
],
partyCode: [
{
value: '',
disabled: true
}
],
nominal: [
'No',
Validators.required
],
aadharNo: [''],
partyName: [
'',
Validators.required
],
partyName1: [''],
address1: [
'',
Validators.required
],
address2: [''],
address3: [''],
city: [
'',
Validators.required
],
pincode: [
'',
Validators.required
],
gender: [''],
panCardNo: [''],
telephone: [''],
mobileNoSms: [
'',
Validators.required
],
operation: [
'Self',
Validators.required
],
birthDate: [''],
occupation: [''],
risk: [''],
ckycId: [''],
adultMinor: [
'Adult',
Validators.required
],
minorDate: [''],
guardianClientId: [''],
minAccountOpt: [''],
relation: [''],
openingDate: [
'',
Validators.required
],
month: [''],
maturityDate: [
{
value: '',
disabled: true
}
],
reopenDate: [''],
depositAmount: [0],
dailyDepositAmount: [
0,
Validators.required
],
days: [
'',
Validators.required
],
ledgerNo: [
{
value: '',
disabled: true
}
],
maturityAmount: [
{
value: 0,
disabled: true
}
],
interestRate: [
{
value: 0,
disabled: true
}
],
withdrawType: [''],
od1Flag: [
{
value: false,
disabled: true
}
],
od2Flag: [
{
value: false,
disabled: true
}
],
lien: ['No'],
payDate: [''],
paymentAmount: [0],
currentBalance: [
{
value: 0,
disabled: true
}
],
openingBalance: [0],
isSmsActive: [true],
isEmailActive: [false],
interestCalc: [
{
value: 0,
disabled: true
}
],
interestDate: [''],
spDescription: [''],
freezeCode: ['Normal'],
advCode: ['None'],
creditToBranch: [''],
creditToAccountType: [''],
creditToAccount: [''],
nomineeApplicable: ['No'],
nomineeSplitMode: ['Percentage'],
nominees: this.formBuilder.array([])
});
get nominees(): UntypedFormArray {
return this.partyForm.get('nominees') as UntypedFormArray;
}
private buildNomineeGroup(): UntypedFormGroup {
return this.formBuilder.group({
nominationDate: [
'',
Validators.required
],
name: [
'',
Validators.required
],
mobileNo: [''],
birthDate: [''],
minor: [
'No',
Validators.required
],
relation: [
'',
Validators.required
],
gender: [
'',
Validators.required
],
guardianName: ['']
});
}
addNominee(): void {
this.nominees.push(this.buildNomineeGroup());
}
removeNominee(index: number): void {
this.nominees.removeAt(index);
}
retrieve(): void {
const clientId = this.partyForm.get('clientId')?.value;
if (!clientId) {
return;
}
this.organizationService.getParties().subscribe((parties: any[]) => {
const match = (parties || []).find((party) => String(party.clientId) === String(clientId));
if (match) {
this.patchFormFromParty(match);
}
});
}
cancel(): void {
this.partyId = null;
this.partyStatus = 'ACTIVE';
this.linkedSavingsAccountId = null;
this.partyForm.reset();
this.partyForm.patchValue({
nominal: 'No',
operation: 'Self',
adultMinor: 'Adult',
lien: 'No',
isSmsActive: true,
isEmailActive: false,
freezeCode: 'Normal',
advCode: 'None',
nomineeApplicable: 'No',
nomineeSplitMode: 'Percentage',
currentBalance: 0,
maturityAmount: 0,
interestRate: 0
});
this.nominees.clear();
}
exit(): void {
this.router.navigate(['/accounts/savings']);
}
save(): void {
const raw = this.partyForm.getRawValue();
const dateFormat = this.settingsService.dateFormat;
const locale = this.settingsService.language.code;
const asDate = (value: any) => (value ? this.dateUtils.formatDate(value, dateFormat) : undefined);
const payload: any = {
clientId: Number(raw.clientId),
agentId: Number(raw.agentId),
savingsAccountNo: this.linkedSavingsAccountId ? undefined : raw.savingsAccountNo || undefined,
subType: raw.subType,
lastAccount: raw.lastAccount || undefined,
nominal: raw.nominal === 'Yes',
aadharNo: raw.aadharNo || undefined,
partyName: raw.partyName,
partyName1: raw.partyName1 || undefined,
address1: raw.address1,
address2: raw.address2 || undefined,
address3: raw.address3 || undefined,
city: raw.city,
pincode: raw.pincode,
gender: raw.gender || undefined,
panCardNo: raw.panCardNo || undefined,
telephone: raw.telephone || undefined,
mobileNoSms: raw.mobileNoSms,
operation: raw.operation,
birthDate: asDate(raw.birthDate),
occupation: raw.occupation || undefined,
risk: raw.risk || undefined,
ckycId: raw.ckycId || undefined,
adultMinor: raw.adultMinor,
minorDate: asDate(raw.minorDate),
guardianClientId: raw.guardianClientId ? Number(raw.guardianClientId) : undefined,
minAccountOpt: raw.minAccountOpt || undefined,
relation: raw.relation || undefined,
openingDate: asDate(raw.openingDate),
month: raw.month || undefined,
reopenDate: asDate(raw.reopenDate),
depositAmount: raw.depositAmount || undefined,
dailyDepositAmount: raw.dailyDepositAmount,
days: raw.days,
withdrawType: raw.withdrawType || undefined,
lien: raw.lien === 'Yes',
payDate: asDate(raw.payDate),
paymentAmount: raw.paymentAmount || undefined,
openingBalance: raw.openingBalance || 0,
isSmsActive: !!raw.isSmsActive,
isEmailActive: !!raw.isEmailActive,
interestDate: asDate(raw.interestDate),
spDescription: raw.spDescription || undefined,
freezeCode: raw.freezeCode || undefined,
advCode: raw.advCode || undefined,
creditToBranch: raw.creditToBranch || undefined,
creditToAccountType: raw.creditToAccountType || undefined,
creditToAccount: raw.creditToAccount || undefined,
nomineeApplicable: raw.nomineeApplicable === 'Yes',
nomineeSplitMode: raw.nomineeSplitMode || undefined,
dateFormat,
locale,
nominees: (raw.nominees || []).map((nominee: any) => ({
nominationDate: this.dateUtils.getDate(nominee.nominationDate),
name: nominee.name,
mobileNo: nominee.mobileNo || undefined,
birthDate: nominee.birthDate ? this.dateUtils.getDate(nominee.birthDate) : undefined,
minor: nominee.minor === 'Yes',
relation: nominee.relation,
gender: nominee.gender,
guardianName: nominee.guardianName || undefined
}))
};
if (this.partyId) {
this.organizationService.updateParty(this.partyId, payload).subscribe(() => this.exit());
} else {
this.organizationService.createParty(payload).subscribe(() => this.exit());
}
}
closeAccount(): void {
if (!this.partyId) {
return;
}
const dateFormat = this.settingsService.dateFormat;
const locale = this.settingsService.language.code;
this.organizationService
.closeParty(this.partyId, {
closeDate: this.dateUtils.formatDate(new Date(), dateFormat),
dateFormat,
locale
})
.subscribe(() => this.exit());
}
private patchFormFromParty(party: any): void {
this.partyId = party.id;
this.partyStatus = party.status || 'ACTIVE';
this.linkedSavingsAccountId = party.savingsAccountId || null;
this.partyForm.patchValue({
clientId: party.clientId,
subType: party.subType,
agentId: party.agentId,
partyCode: party.partyCode,
lastAccount: party.lastAccount,
nominal: party.nominal ? 'Yes' : 'No',
aadharNo: party.aadharNo,
partyName: party.partyName,
partyName1: party.partyName1,
address1: party.address1,
address2: party.address2,
address3: party.address3,
city: party.city,
pincode: party.pincode,
gender: party.gender,
panCardNo: party.panCardNo,
telephone: party.telephone,
mobileNoSms: party.mobileNoSms,
operation: party.operation,
birthDate: party.birthDate ? new Date(party.birthDate) : null,
occupation: party.occupation,
risk: party.risk,
ckycId: party.ckycId,
adultMinor: party.adultMinor,
minorDate: party.minorDate ? new Date(party.minorDate) : null,
guardianClientId: party.guardianClientId,
minAccountOpt: party.minAccountOpt,
relation: party.relation,
openingDate: party.openingDate ? new Date(party.openingDate) : null,
month: party.month,
maturityDate: party.maturityDate,
reopenDate: party.reopenDate ? new Date(party.reopenDate) : null,
depositAmount: party.depositAmount,
dailyDepositAmount: party.dailyDepositAmount,
days: party.days,
ledgerNo: party.ledgerNo,
maturityAmount: party.maturityAmount,
interestRate: party.interestRate,
withdrawType: party.withdrawType,
od1Flag: party.od1Flag,
od2Flag: party.od2Flag,
lien: party.lien ? 'Yes' : 'No',
payDate: party.payDate ? new Date(party.payDate) : null,
paymentAmount: party.paymentAmount,
currentBalance: party.currentBalance,
openingBalance: party.openingBalance,
isSmsActive: party.isSmsActive,
isEmailActive: party.isEmailActive,
interestCalc: party.interestCalc,
interestDate: party.interestDate ? new Date(party.interestDate) : null,
spDescription: party.spDescription,
freezeCode: party.freezeCode,
advCode: party.advCode,
creditToBranch: party.creditToBranch,
creditToAccountType: party.creditToAccountType,
creditToAccount: party.creditToAccount,
nomineeApplicable: party.nomineeApplicable ? 'Yes' : 'No',
nomineeSplitMode: party.nomineeSplitMode
});
this.nominees.clear();
(party.nominees || []).forEach((nominee: any) => {
const group = this.buildNomineeGroup();
group.patchValue({
nominationDate: nominee.nominationDate ? new Date(nominee.nominationDate) : null,
name: nominee.name,
mobileNo: nominee.mobileNo,
birthDate: nominee.birthDate ? new Date(nominee.birthDate) : null,
minor: nominee.minor ? 'Yes' : 'No',
relation: nominee.relation,
gender: nominee.gender,
guardianName: nominee.guardianName
});
this.nominees.push(group);
});
}
}
@@ -33,7 +33,6 @@
<mifosx-recurring-deposits-account-details-step
[recurringDepositsAccountTemplate]="recurringDepositsAccountTemplate"
(recurringDepositsAccountProductTemplate)="setTemplate($event)"
[externalLinkedAccountId]="recurringDepositsAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
>
</mifosx-recurring-deposits-account-details-step>
@@ -112,40 +111,7 @@
</div>
</mat-tab>
<!-- Tab 4: Terms -->
<mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="file-alt" class="cra-tab__icon"></fa-icon>
Terms
</ng-template>
<div class="cra-tab-body">
@if (recurringDepositsAccountProductTemplate) {
<mifosx-recurring-deposits-account-maturity-terms-step
[recurringDepositsAccountTemplate]="recurringDepositsAccountTemplate"
[recurringDepositsAccountProductTemplate]="recurringDepositsAccountProductTemplate"
[linkedSavingsAccountId]="
recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
? recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.id
: null
"
></mifosx-recurring-deposits-account-maturity-terms-step>
}
<div class="cra-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cra-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 5: Preview -->
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cra-tab__icon"></fa-icon>
@@ -166,7 +132,6 @@
[rdDaysInYear]="rdDaysInYear"
[rdAppliedRate]="rdAppliedRate"
[rdIsSeniorCitizen]="rdIsSeniorCitizen"
[closureSettings]="recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}"
[hideButtons]="true"
(submitEvent)="submit()"
>
@@ -24,7 +24,6 @@ import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { RecurringDepositsAccountCurrencyStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-currency-step/recurring-deposits-account-currency-step.component';
import { RecurringDepositsAccountInterestRateChartStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-interest-rate-chart-step/recurring-deposits-account-interest-rate-chart-step.component';
import { RecurringDepositsAccountPreviewStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component';
import { RecurringDepositsAccountMaturityTermsStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -41,7 +40,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
RecurringDepositsAccountDetailsStepComponent,
RecurringDepositsAccountCurrencyStepComponent,
RecurringDepositsAccountInterestRateChartStepComponent,
RecurringDepositsAccountMaturityTermsStepComponent,
RecurringDepositsAccountPreviewStepComponent
]
})
@@ -63,12 +61,6 @@ export class CreateRecurringDepositsAccountComponent {
@ViewChild(RecurringDepositsAccountInterestRateChartStepComponent)
recurringDepositsAccountChartStep: RecurringDepositsAccountInterestRateChartStepComponent;
@ViewChild(RecurringDepositsAccountPreviewStepComponent)
recurringDepositsAccountPreviewStep: RecurringDepositsAccountPreviewStepComponent;
@ViewChild(RecurringDepositsAccountMaturityTermsStepComponent)
recurringDepositsAccountMaturityTermsStep: RecurringDepositsAccountMaturityTermsStepComponent;
/** Recurring Deposits Account Template */
recurringDepositsAccountTemplate: any;
/** Recurring Deposit Account Product Template */
@@ -76,7 +68,7 @@ export class CreateRecurringDepositsAccountComponent {
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
/** Total wizard tabs — Product, Currency, Chart, Preview. */
private readonly totalTabs = 5;
private readonly totalTabs = 4;
/** Active CBS base interest rate versions */
cbsBaseRates: any[] = [];
/** Selected tenure value and frequency from calculator */
@@ -266,7 +258,6 @@ export class CreateRecurringDepositsAccountComponent {
...details,
...terms,
...settings,
...(this.recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}),
...productDefaults,
clientId: this.recurringDepositsAccountTemplate.clientId,
mandatoryRecommendedDepositAmount: pt?.minDepositAmount ?? 0,
@@ -35,7 +35,6 @@
<mifosx-recurring-deposits-account-details-step
[recurringDepositsAccountTemplate]="recurringDepositsAccountAndTemplate"
(recurringDepositsAccountProductTemplate)="setTemplate($event)"
[externalLinkedAccountId]="recurringDepositsAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
>
</mifosx-recurring-deposits-account-details-step>
@@ -116,40 +115,7 @@
</div>
</mat-tab>
<!-- Tab 4: Terms -->
<mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="file-alt" class="cra-tab__icon"></fa-icon>
Terms
</ng-template>
<div class="cra-tab-body">
@if (recurringDepositsAccountProductTemplate) {
<mifosx-recurring-deposits-account-maturity-terms-step
[recurringDepositsAccountTemplate]="recurringDepositsAccountAndTemplate"
[recurringDepositsAccountProductTemplate]="recurringDepositsAccountProductTemplate"
[linkedSavingsAccountId]="
recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
? recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.id
: null
"
></mifosx-recurring-deposits-account-maturity-terms-step>
}
<div class="cra-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cra-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 5: Preview -->
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cra-tab__icon"></fa-icon>
@@ -170,7 +136,6 @@
[rdDaysInYear]="rdDaysInYear"
[rdAppliedRate]="rdAppliedRate"
[rdIsSeniorCitizen]="rdIsSeniorCitizen"
[closureSettings]="recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}"
[hideButtons]="true"
(submitEvent)="submit()"
>
@@ -25,7 +25,6 @@ import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { RecurringDepositsAccountCurrencyStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-currency-step/recurring-deposits-account-currency-step.component';
import { RecurringDepositsAccountInterestRateChartStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-interest-rate-chart-step/recurring-deposits-account-interest-rate-chart-step.component';
import { RecurringDepositsAccountPreviewStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component';
import { RecurringDepositsAccountMaturityTermsStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -42,7 +41,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
RecurringDepositsAccountDetailsStepComponent,
RecurringDepositsAccountCurrencyStepComponent,
RecurringDepositsAccountInterestRateChartStepComponent,
RecurringDepositsAccountMaturityTermsStepComponent,
RecurringDepositsAccountPreviewStepComponent
]
})
@@ -65,19 +63,13 @@ export class EditRecurringDepositAccountComponent {
@ViewChild(RecurringDepositsAccountInterestRateChartStepComponent)
recurringDepositsAccountChartStep: RecurringDepositsAccountInterestRateChartStepComponent;
@ViewChild(RecurringDepositsAccountPreviewStepComponent)
recurringDepositsAccountPreviewStep: RecurringDepositsAccountPreviewStepComponent;
@ViewChild(RecurringDepositsAccountMaturityTermsStepComponent)
recurringDepositsAccountMaturityTermsStep: RecurringDepositsAccountMaturityTermsStepComponent;
/** Full account data + template from resolver */
recurringDepositsAccountAndTemplate: any;
/** Product template emitted by details step */
recurringDepositsAccountProductTemplate: any;
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
private readonly totalTabs = 5;
private readonly totalTabs = 4;
/** Active CBS base interest rate versions */
cbsBaseRates: any[] = [];
/** Selected tenure value and frequency from calculator */
@@ -285,7 +277,6 @@ export class EditRecurringDepositAccountComponent {
...details,
...terms,
...settings,
...(this.recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}),
...productDefaults,
clientId: this.recurringDepositsAccountAndTemplate.clientId,
mandatoryRecommendedDepositAmount: pt?.minDepositAmount ?? 0,
@@ -10,7 +10,6 @@
<mat-card>
<form [formGroup]="approveRecurringDepositsAccountForm" (ngSubmit)="submit()">
<mat-card-content>
<p class="mat-body-2">This approves and activates the account in one step -- it goes straight to Active.</p>
<div class="layout-column">
<mat-form-field (click)="approvedOnDatePicker.open()">
<mat-label>{{ 'labels.inputs.Approved On Date' | translate }}</mat-label>
@@ -81,9 +81,8 @@ export class ApproveRecurringDepositsAccountComponent implements OnInit {
}
/**
* Submits the form, approves the recurring deposit account, then immediately activates it on
* the same date -- Approve and Activate are still two separate Fineract commands underneath
* (each shows up in the audit trail), but the officer only sees and clicks through one step.
* Submits the form and approves the recurring deposit account,
* if successful redirects to the recurring deposit account.
*/
submit() {
const approveRecurringDepositsAccountFormData = this.approveRecurringDepositsAccountForm.value;
@@ -104,16 +103,7 @@ export class ApproveRecurringDepositsAccountComponent implements OnInit {
this.recurringDepositsService
.executeRecurringDepositsAccountCommand(this.accountId, 'approve', data)
.subscribe(() => {
const activationData = {
activatedOnDate: approveRecurringDepositsAccountFormData.approvedOnDate,
dateFormat,
locale
};
this.recurringDepositsService
.executeRecurringDepositsAccountCommand(this.accountId, 'activate', activationData)
.subscribe(() => {
this.router.navigate(['../../'], { relativeTo: this.route });
});
this.router.navigate(['../../'], { relativeTo: this.route });
});
}
}
@@ -7,17 +7,7 @@
*/
/** Angular Imports */
import {
Component,
OnInit,
OnChanges,
SimpleChanges,
Input,
Output,
EventEmitter,
inject,
ChangeDetectorRef
} from '@angular/core';
import { Component, OnInit, Input, Output, EventEmitter, inject, ChangeDetectorRef } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, Validators, FormsModule } from '@angular/forms';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
@@ -53,7 +43,7 @@ import { IntroducerSearchComponent } from 'app/shared/introducer-search/introduc
IntroducerSearchComponent
]
})
export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnChanges {
export class RecurringDepositsAccountDetailsStepComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private recurringDepositsService = inject(RecurringDepositsService);
private settingsService = inject(SettingsService);
@@ -66,10 +56,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
/** Recurring Deposits Account Template */
@Input() recurringDepositsAccountTemplate: any;
/** Linked-account id picked elsewhere in the wizard (e.g. the Terms step's Transfer to Savings
* account) -- pre-fills this card so the officer doesn't have to pick the same account twice. */
@Input() externalLinkedAccountId: number | null = null;
/** Minimum date allowed. */
minDate = new Date(2000, 0, 1);
/** Maximum date allowed. */
@@ -212,23 +198,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
this.dalSearch = '';
}
ngOnChanges(changes: SimpleChanges): void {
if (!changes.externalLinkedAccountId || this.selectedLinkedAccount) {
return;
}
const id = this.externalLinkedAccountId;
if (!id) return;
const savings = this.dalAllSavings.find((a: any) => a.id === id);
const current = this.dalAllCurrent.find((a: any) => a.id === id);
if (savings) {
this.dalSelectedType = 'SAVINGS';
this.selectedLinkedAccount = savings;
} else if (current) {
this.dalSelectedType = 'CURRENT';
this.selectedLinkedAccount = current;
}
}
private loadClientAccounts(): void {
const clientId = String(this.recurringDepositsAccountTemplate?.clientId);
if (!clientId) return;
@@ -1,108 +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/.
-->
<form [formGroup]="closureSettingsForm" class="layout-row-wrap gap-2px responsive-column">
<h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Maturity Instructions' | translate }}</mat-label>
<mat-select formControlName="maturityInstructionId">
@for (maturityInstruction of maturityInstructionOptions; track maturityInstruction) {
<mat-option [value]="maturityInstruction.id">
{{ maturityInstruction.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
@if (closureSettingsForm.contains('transferToSavingsId')) {
<div class="dal-card flex-98">
<div class="dal-card__header">
<div class="dal-card__header-left">
<div class="dal-card__icon">
<mat-icon>savings</mat-icon>
</div>
<div>
<h3 class="dal-card__title">{{ 'labels.inputs.Transfer to savings account' | translate }}</h3>
<span class="dal-card__sub">Maturity proceeds will be credited to this account</span>
</div>
</div>
</div>
<div class="dal-card__body">
@if (selectedTransferAccount) {
<div class="dal-selected">
<div class="dal-selected__info">
<span class="dal-type-badge dal-type-badge--savings">
<mat-icon>savings</mat-icon>
Savings
</span>
<div class="dal-selected__details">
<span class="dal-selected__accno">{{ selectedTransferAccount.accountNo }}</span>
<span class="dal-selected__product">{{ selectedTransferAccount.savingsProductName }}</span>
</div>
@if (selectedTransferAccount.summary?.accountBalance != null) {
<div class="dal-selected__balance">
<span class="dal-selected__bal-label">Balance</span>
<span class="dal-selected__bal-amount">
{{ selectedTransferAccount.currency?.code }}
{{ selectedTransferAccount.summary.accountBalance | number: '1.2-2' }}
</span>
</div>
}
</div>
<button
mat-stroked-button
color="primary"
type="button"
class="dal-change-btn"
(click)="clearTransferAccount()"
>
<mat-icon>swap_horiz</mat-icon>
Change
</button>
</div>
} @else {
<mat-form-field appearance="outline" class="flex-98">
<mat-label>{{ 'labels.inputs.Transfer to savings account' | translate }}</mat-label>
<mat-select formControlName="transferToSavingsId" required>
@for (account of savingsAccountsData; track account) {
<mat-option [value]="account.id">
({{ account.accountNo }}) {{ account.savingsProductName }}
</mat-option>
}
</mat-select>
<mat-error>Transfer to savings account is required</mat-error>
</mat-form-field>
}
</div>
</div>
}
<mat-checkbox class="flex-98 margin-v" labelPosition="before" formControlName="preClosurePenalApplicable">
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
</mat-checkbox>
@if (closureSettingsForm.value.preClosurePenalApplicable) {
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Penal Interest' | translate }} (%)</mat-label>
<input type="number" matInput formControlName="preClosurePenalInterest" min="0" step="0.01" />
</mat-form-field>
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Period' | translate }}</mat-label>
<mat-select formControlName="preClosurePenalInterestOnTypeId">
@for (preClosurePenalInterestOnType of preClosurePenalInterestOnTypeData; track preClosurePenalInterestOnType) {
<mat-option [value]="preClosurePenalInterestOnType.id">
{{ preClosurePenalInterestOnType.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
}
</form>
@@ -1,152 +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/.
*/
// ── Transfer-to-Savings account card (mirrors the Deposit Account Link card) ──
.dal-card {
margin-top: 16px;
border: 1px solid #e2e8f0;
border-radius: 12px;
background: #fff;
overflow: hidden;
&__header {
display: flex;
align-items: center;
gap: 14px;
padding: 16px 24px;
border-bottom: 1px solid #f1f5f9;
background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
}
&__header-left {
display: flex;
align-items: center;
gap: 14px;
}
&__icon {
width: 44px;
height: 44px;
border-radius: 10px;
background: #0ea5e9;
display: flex;
align-items: center;
justify-content: center;
color: #fff;
}
&__title {
margin: 0;
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
}
&__sub {
display: block;
font-size: 12px;
color: #64748b;
margin-top: 2px;
}
&__body {
padding: 20px 24px;
}
}
.dal-selected {
display: flex;
align-items: center;
gap: 16px;
padding: 16px 20px;
border: 2px solid #0ea5e9;
border-radius: 12px;
background: #f0f9ff;
&__info {
display: flex;
align-items: center;
gap: 14px;
flex: 1;
flex-wrap: wrap;
}
&__details {
display: flex;
flex-direction: column;
gap: 2px;
flex: 1;
}
&__accno {
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
font-family: monospace;
}
&__product {
font-size: 12px;
color: #64748b;
}
&__balance {
display: flex;
flex-direction: column;
align-items: flex-end;
gap: 2px;
}
&__bal-label {
font-size: 10px;
color: #94a3b8;
text-transform: uppercase;
letter-spacing: 0.5px;
}
&__bal-amount {
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
}
}
.dal-change-btn {
white-space: nowrap;
}
.dal-type-badge {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 4px 12px;
border-radius: 999px;
font-size: 12px;
font-weight: 700;
white-space: nowrap;
background: #f1f5f9;
color: #475569;
border: 1px solid #e2e8f0;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&--savings {
background: #eff6ff;
color: #1d4ed8;
border-color: #bfdbfe;
mat-icon {
color: #2563eb;
}
}
}
@@ -1,116 +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/.
*/
/** Angular Imports */
import { Component, Input, OnChanges, SimpleChanges, inject } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, UntypedFormControl, Validators } from '@angular/forms';
import { MatCheckbox } from '@angular/material/checkbox';
import { MatIcon } from '@angular/material/icon';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Recurring Deposit Account Maturity Terms Step -- what happens to this account at maturity
* (Withdraw / Transfer to Savings / Reinvest) and the pre-mature-closure penalty, decided
* per account rather than silently inherited from the product.
*/
@Component({
selector: 'mifosx-recurring-deposits-account-maturity-terms-step',
templateUrl: './recurring-deposits-account-maturity-terms-step.component.html',
styleUrls: ['./recurring-deposits-account-maturity-terms-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatCheckbox,
MatIcon
]
})
export class RecurringDepositsAccountMaturityTermsStepComponent implements OnChanges {
private formBuilder = inject(UntypedFormBuilder);
@Input() recurringDepositsAccountTemplate: any;
@Input() recurringDepositsAccountProductTemplate: any;
/** Account already linked elsewhere in the wizard (the Details step's Deposit Account Link) --
* pre-fills Transfer to Savings so the officer doesn't have to pick the same account twice. */
@Input() linkedSavingsAccountId: number | null = null;
closureSettingsForm: UntypedFormGroup;
maturityInstructionOptions: any[] = [];
savingsAccountsData: any[] = [];
preClosurePenalInterestOnTypeData: any[] = [];
constructor() {
this.closureSettingsForm = this.formBuilder.group({
maturityInstructionId: [''],
preClosurePenalApplicable: [false],
preClosurePenalInterest: [
'',
Validators.min(0)
],
preClosurePenalInterestOnTypeId: ['']
});
this.closureSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
// 200 = Transfer to Savings -- Withdraw Deposit (100) needs no target account, and both
// Reinvest options (300/400) open a brand-new RD instead, so they ignore this field too.
if (value === 200) {
this.closureSettingsForm.addControl(
'transferToSavingsId',
new UntypedFormControl(this.linkedSavingsAccountId ?? '', Validators.required)
);
} else {
this.closureSettingsForm.removeControl('transferToSavingsId');
}
});
}
ngOnChanges(changes: SimpleChanges) {
if (changes.linkedSavingsAccountId) {
const control = this.closureSettingsForm.get('transferToSavingsId');
if (control && !control.value && this.linkedSavingsAccountId) {
control.setValue(this.linkedSavingsAccountId);
}
}
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
if (template) {
// Withdraw Deposit (id 100) books the maturity proceeds out of the bank's cash/vault the moment
// the account matures, before the customer has actually collected it -- disabled everywhere.
this.maturityInstructionOptions = (template.maturityInstructionOptions ?? []).filter(
(option: any) => option.id !== 100
);
this.savingsAccountsData = template.savingsAccounts ?? [];
this.preClosurePenalInterestOnTypeData = template.preClosurePenalInterestOnTypeOptions ?? [];
if (!this.closureSettingsForm.get('preClosurePenalApplicable').dirty) {
this.closureSettingsForm.patchValue({
preClosurePenalApplicable: template.preClosurePenalApplicable ?? false,
preClosurePenalInterest: template.preClosurePenalInterest ?? '',
preClosurePenalInterestOnTypeId: template.preClosurePenalInterestOnType?.id ?? ''
});
}
}
}
/** The linked-savings account for the transfer-to-savings maturity instruction, once picked. */
get selectedTransferAccount(): any {
const id = this.closureSettingsForm.value.transferToSavingsId;
if (!id) return null;
return this.savingsAccountsData.find((account: any) => account.id === id) ?? null;
}
clearTransferAccount(): void {
this.closureSettingsForm.get('transferToSavingsId')?.setValue('');
}
/** Chosen maturity/closure settings, ready to merge into the submit payload. */
get closureSettings() {
const settings = this.closureSettingsForm.getRawValue();
for (const key in settings) {
if (settings[key] === '') {
delete settings[key];
}
}
return settings;
}
}
@@ -853,41 +853,6 @@
}
</div>
<div class="preview-section">
<div class="preview-section__header">
<i class="fas fa-flag-checkered preview-section__icon"></i>
<span class="preview-section__title">Maturity &amp; Pre-mature Closure</span>
</div>
<div class="preview-body">
<div class="preview-grid preview-grid--three">
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Maturity Instructions' | translate }}</span>
<span class="preview-value">{{ closureMaturityInstructionLabel }}</span>
</div>
@if (closureSettings?.transferToSavingsId) {
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Transfer to savings account' | translate }}</span>
<span class="preview-value">{{ closureTransferToSavingsLabel }}</span>
</div>
}
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}</span>
<span class="preview-value">{{ closureSettings?.preClosurePenalApplicable | yesNo }}</span>
</div>
@if (closureSettings?.preClosurePenalApplicable) {
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Penal Interest' | translate }} (%)</span>
<span class="preview-value">{{ closureSettings?.preClosurePenalInterest }}%</span>
</div>
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Period' | translate }}</span>
<span class="preview-value">{{ closurePenalInterestOnTypeLabel }}</span>
</div>
}
</div>
</div>
</div>
@if (!hideButtons) {
<div class="layout-row responsive-column align-center gap-2px margin-t">
<button mat-raised-button matStepperPrevious>
@@ -201,29 +201,7 @@ export class RecurringDepositsAccountPreviewStepComponent implements OnChanges {
/** Expand Chart Slab Index used in the view */
expandChartSlabIndex: number;
/** Maturity/pre-mature-closure choices made in the Terms step -- shown here read-only. */
@Input() closureSettings: any = {};
get closureMaturityInstructionLabel(): string {
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
const options = template?.maturityInstructionOptions ?? [];
const match = options.find((o: any) => o.id === this.closureSettings?.maturityInstructionId);
return match?.value ?? '—';
}
get closureTransferToSavingsLabel(): string {
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
const accounts = template?.savingsAccounts ?? [];
const match = accounts.find((a: any) => a.id === this.closureSettings?.transferToSavingsId);
return match ? `(${match.accountNo}) ${match.savingsProductName}` : '—';
}
get closurePenalInterestOnTypeLabel(): string {
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
const options = template?.preClosurePenalInterestOnTypeOptions ?? [];
const match = options.find((o: any) => o.id === this.closureSettings?.preClosurePenalInterestOnTypeId);
return match?.value ?? '—';
}
constructor() {}
ngOnChanges() {
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
@@ -17,7 +17,6 @@ import {
} from '@angular/forms';
import { SettingsService } from 'app/settings/settings.service';
import { Currency } from 'app/shared/models/general.model';
import { OptionData } from 'app/shared/models/option-data.model';
import { MatCheckbox } from '@angular/material/checkbox';
import { InputAmountComponent } from '../../../../shared/input-amount/input-amount.component';
import { MatDivider } from '@angular/material/divider';
@@ -62,10 +61,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
periodFrequencyTypeData: any[] = [];
/** Preclosure Penal Interest Type on Data */
preClosurePenalInterestOnTypeData: any[] = [];
/** Options for what happens to the account at maturity */
maturityInstructionOptions: OptionData[];
/** Savings accounts eligible as a maturity-proceeds transfer target */
savingsAccountsData: any;
/** Tax Group */
taxGroup: any;
currency: Currency | null = null;
@@ -96,7 +91,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
: '',
maturityInstructions: recurringDepositsAccount.maturityInstructions ?? false,
creditMaturityProceeds: recurringDepositsAccount.creditMaturityProceeds ?? false,
maturityInstructionId: recurringDepositsAccount.maturityInstructionId ?? '',
penaltyGracePeriodMissedInstallments: recurringDepositsAccount.penaltyGracePeriodMissedInstallments ?? false,
panelRequestApplicable: recurringDepositsAccount.panelRequestApplicable ?? false,
noPenaltyNomineeHeirClosure: recurringDepositsAccount.noPenaltyNomineeHeirClosure ?? false,
@@ -188,7 +182,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
lockinPeriodFrequencyType: [''],
maturityInstructions: [false],
creditMaturityProceeds: [false],
maturityInstructionId: [''],
penaltyGracePeriodMissedInstallments: [false],
panelRequestApplicable: [false],
noPenaltyNomineeHeirClosure: [false],
@@ -224,8 +217,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
this.lockinPeriodFrequencyTypeData = recurringDepositsAccount.lockinPeriodFrequencyTypeOptions;
this.periodFrequencyTypeData = recurringDepositsAccount.periodFrequencyTypeOptions;
this.preClosurePenalInterestOnTypeData = recurringDepositsAccount.preClosurePenalInterestOnTypeOptions;
this.maturityInstructionOptions = recurringDepositsAccount.maturityInstructionOptions;
this.savingsAccountsData = recurringDepositsAccount.savingsAccounts;
}
buildDependencies() {
@@ -242,16 +233,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
this.recurringDepositAccountSettingsForm.addControl('recurringFrequencyType', new UntypedFormControl(''));
}
});
this.recurringDepositAccountSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
if (value > 100) {
this.recurringDepositAccountSettingsForm.addControl(
'transferToSavingsId',
new UntypedFormControl('', Validators.required)
);
} else {
this.recurringDepositAccountSettingsForm.removeControl('transferToSavingsId');
}
});
}
get recurringDepositAccountSettings() {
@@ -87,19 +87,6 @@
<!-- Action menu (kebab) -->
<div class="rd-hero__actions">
@if (
!recurringDepositsAccountData.status.rejected &&
!recurringDepositsAccountData.status.submittedAndPendingApproval
) {
<button
mat-icon-button
matTooltip="Print Certificate"
(click)="printCertificate()"
aria-label="Print certificate"
>
<fa-icon icon="print"></fa-icon>
</button>
}
<button mat-icon-button [matMenuTriggerFor]="accountMenu" aria-label="Account actions" yPosition="below">
<fa-icon icon="ellipsis-v"></fa-icon>
</button>
@@ -22,7 +22,6 @@ import { RecurringDepositsButtonsConfiguration } from './recurring-deposits-butt
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
import { RecurringDepositConfirmationDialogComponent } from './custom-dialogs/recurring-deposit-confirmation-dialog/recurring-deposit-confirmation-dialog.component';
import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
import { Currency } from 'app/shared/models/general.model';
import { TranslateService } from '@ngx-translate/core';
import { AccountsService } from 'app/accounts/accounts.service';
@@ -427,20 +426,6 @@ export class RecurringDepositsAccountViewComponent implements OnInit {
});
}
/**
* Opens a printable deposit certificate for this account.
*/
printCertificate() {
this.dialog.open(DepositCertificateDialogComponent, {
width: '900px',
data: {
accountType: 'RD',
accountData: this.recurringDepositsAccountData,
clientId: this.recurringDepositsAccountData.clientId
}
});
}
/**
* Disables withhold tax for recurring deposits account
* Recurring deposits endpoint is not supported so using Savings endpoint.
@@ -0,0 +1,355 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="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">
<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</mat-label>
<input matInput required formControlName="clientId" />
</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" placeholder="Person or institution name" />
</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" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Agent Telephone</mat-label>
<input matInput formControlName="agentTelephone" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Home Branch</mat-label>
<input matInput required formControlName="homeBranch" />
</mat-form-field>
</div>
</div>
<div class="am-section">
<div class="am-section__header">
<i class="fas fa-percent"></i>
<h3>Collection &amp; Commission Settings</h3>
</div>
<div class="am-grid">
<mat-form-field appearance="outline" class="am-field">
<mat-label>Com. Calculation</mat-label>
<mat-select required formControlName="commissionCalculation">
<mat-option value="Yes">Yes</mat-option>
<mat-option value="No">No</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>TDS</mat-label>
<mat-select required formControlName="tdsApplicable">
<mat-option value="Yes">Yes</mat-option>
<mat-option value="No">No</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>TDS %</mat-label>
<input matInput type="number" formControlName="tdsPercent" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Cur.TDS</mat-label>
<input matInput formControlName="currentTds" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>TDS Amt</mat-label>
<input matInput formControlName="tdsAmount" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Limit</mat-label>
<input matInput type="number" formControlName="limit" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Machine Rent</mat-label>
<input matInput type="number" formControlName="machineRent" />
</mat-form-field>
</div>
</div>
<div class="am-section">
<div class="am-section__header">
<i class="fas fa-piggy-bank"></i>
<h3>Settlement &amp; Security Accounts</h3>
</div>
<div class="am-grid">
<mat-form-field appearance="outline" class="am-field">
<mat-label>Saving Branch</mat-label>
<input matInput required formControlName="savingBranch" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Agent Saving A/C Type</mat-label>
<mat-select required formControlName="agentSavingAccountType">
@for (accountType of agentSavingAccountTypes; track accountType) {
<mat-option [value]="accountType">{{ accountType }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Agent Saving A/C No</mat-label>
<input matInput required formControlName="agentSavingAccountNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Trf Branch</mat-label>
<input matInput formControlName="transferBranch" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Trf.Amt A/C Type</mat-label>
<input matInput formControlName="transferAmountAccountType" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Trf.Amt A/C No</mat-label>
<input matInput formControlName="transferAccountNo" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Agent Security Branch</mat-label>
<input matInput formControlName="agentSecurityBranch" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Agent Security A/C Type</mat-label>
<mat-select formControlName="agentSecurityAccountType">
@for (accountType of agentSavingAccountTypes; track accountType) {
<mat-option [value]="accountType">{{ accountType }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Agent Security A/C No</mat-label>
<input matInput formControlName="agentSecurityAccountNo" />
</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>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Agent Birth Date</mat-label>
<input
matInput
required
[max]="maxDate"
[matDatepicker]="birthDatePicker"
formControlName="agentBirthDate"
/>
<mat-datepicker-toggle matIconSuffix [for]="birthDatePicker"></mat-datepicker-toggle>
<mat-datepicker #birthDatePicker></mat-datepicker>
</mat-form-field>
<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 formControlName="agentOpeningBalance" />
</mat-form-field>
</div>
</div>
<div class="am-section">
<div class="am-section__header">
<i class="fas fa-clock"></i>
<h3>Collection Limit History</h3>
<button mat-stroked-button type="button" class="am-add-guarantor" (click)="addLimit()">
<i class="fas fa-plus"></i> Add Limit
</button>
</div>
@if (limits.length === 0) {
<p class="am-empty-guarantors">No limit periods added yet.</p>
}
@for (limitRow of limits.controls; track limitRow; let i = $index) {
<div class="am-limit-row" [formGroup]="$any(limitRow)">
<mat-form-field appearance="outline" class="am-field">
<mat-label>From Date</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="am-field">
<mat-label>To Date</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>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Limit</mat-label>
<input matInput required type="number" formControlName="limit" />
</mat-form-field>
<button
mat-icon-button
type="button"
class="am-remove-guarantor"
(click)="removeLimit(i)"
matTooltip="Remove limit period"
>
<i class="fas fa-trash"></i>
</button>
</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</mat-label>
<input matInput required formControlName="clientId" />
</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" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Telephone</mat-label>
<input matInput formControlName="telephone" />
</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-wallet"></i>
<h3>Deductions &amp; Deposits</h3>
</div>
<div class="am-grid">
<mat-form-field appearance="outline" class="am-field">
<mat-label>Comm</mat-label>
<input matInput formControlName="commission" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Other Comm</mat-label>
<input matInput type="number" formControlName="otherCommission" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Ag.Deposit</mat-label>
<input matInput type="number" formControlName="agentDeposit" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Adv.Festival</mat-label>
<input matInput type="number" formControlName="festivalAdvance" />
</mat-form-field>
<mat-form-field appearance="outline" class="am-field">
<mat-label>Other Deduction</mat-label>
<input matInput type="number" formControlName="otherDeduction" />
</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" (click)="save()">
Save
</button>
</div>
</form>
</div>
</div>
@@ -0,0 +1,141 @@
/**
* 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;
}
@media (width <= 900px) {
.am-grid {
grid-template-columns: repeat(2, 1fr);
}
.am-guarantor-row,
.am-limit-row {
grid-template-columns: repeat(2, 1fr);
}
}
@@ -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/.
*/
/** Angular Imports */
import { Component, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, UntypedFormArray, 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 { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
/**
* 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. As of
* 2026-08-24 the Agent also does the daily collection work directly (the
* SubAgent tier was removed): it carries the collection-limit history,
* TDS/commission settings and security account SubAgent used to own.
*
* 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-agent-master',
templateUrl: './agent-master.component.html',
styleUrls: ['./agent-master.component.scss'],
imports: [...STANDALONE_SHARED_IMPORTS]
})
export class AgentMasterComponent {
private formBuilder = inject(UntypedFormBuilder);
private router = inject(Router);
private organizationService = inject(OrganizationService);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
maxDate = new Date();
agentId: number | null = null;
agentSavingAccountTypes = [
'Savings Deposit Individual A/C',
'Savings Deposit Joint A/C',
'Current Account'
];
agentForm: UntypedFormGroup = this.formBuilder.group({
clientId: [
'',
Validators.required
],
agentCode: [
{
value: '',
disabled: true
}
],
agentNameId: [
'',
Validators.required
],
agentAddress1: [
'',
Validators.required
],
agentAddress2: [''],
agentCity: [
'',
Validators.required
],
agentPinCode: [
'',
Validators.required
],
agentTelephone: [''],
agentSavingAccountType: [
'',
Validators.required
],
agentSavingAccountNo: [
'',
Validators.required
],
agentOpeningDate: [
'',
Validators.required
],
agentBirthDate: [
'',
Validators.required
],
agentCurrentBalance: [
{
value: 0,
disabled: true
}
],
agentOpeningBalance: [
{
value: 0,
disabled: true
}
],
homeBranch: [
'',
Validators.required
],
tdsApplicable: [
'No',
Validators.required
],
tdsPercent: [0],
currentTds: [
{
value: 0,
disabled: true
}
],
tdsAmount: [
{
value: 0,
disabled: true
}
],
savingBranch: [
'',
Validators.required
],
transferBranch: [''],
transferAmountAccountType: [''],
transferAccountNo: [''],
commissionCalculation: [
'Yes',
Validators.required
],
limit: [0],
machineRent: [0],
agentSecurityBranch: [''],
agentSecurityAccountType: [''],
agentSecurityAccountNo: [''],
commission: [
{
value: 0,
disabled: true
}
],
otherCommission: [0],
agentDeposit: [0],
festivalAdvance: [0],
otherDeduction: [0],
limits: this.formBuilder.array([]),
guarantors: this.formBuilder.array([])
});
get limits(): UntypedFormArray {
return this.agentForm.get('limits') as UntypedFormArray;
}
get guarantors(): UntypedFormArray {
return this.agentForm.get('guarantors') as UntypedFormArray;
}
private buildLimitGroup(): UntypedFormGroup {
return this.formBuilder.group({
fromDate: [
'',
Validators.required
],
toDate: [
'',
Validators.required
],
limit: [
0,
Validators.required
]
});
}
private buildGuarantorGroup(): UntypedFormGroup {
return this.formBuilder.group({
clientId: [
'',
Validators.required
],
guarantorName: [
'',
Validators.required
],
address1: [
'',
Validators.required
],
address2: [''],
city: [
'',
Validators.required
],
pinCode: [
'',
Validators.required
],
telephone: ['']
});
}
addLimit(): void {
this.limits.push(this.buildLimitGroup());
}
removeLimit(index: number): void {
this.limits.removeAt(index);
}
addGuarantor(): void {
this.guarantors.push(this.buildGuarantorGroup());
}
removeGuarantor(index: number): void {
this.guarantors.removeAt(index);
}
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.agentForm.reset();
this.agentForm.patchValue({
agentCurrentBalance: 0,
agentOpeningBalance: 0,
tdsApplicable: 'No',
commissionCalculation: 'Yes',
currentTds: 0,
tdsAmount: 0,
commission: 0
});
this.limits.clear();
this.guarantors.clear();
}
exit(): void {
this.router.navigate(['/organization']);
}
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,
agentSavingAccountType: raw.agentSavingAccountType,
agentSavingAccountNo: raw.agentSavingAccountNo,
agentOpeningDate: this.dateUtils.formatDate(raw.agentOpeningDate, dateFormat),
agentBirthDate: this.dateUtils.formatDate(raw.agentBirthDate, dateFormat),
agentOpeningBalance: raw.agentOpeningBalance || 0,
homeBranch: raw.homeBranch,
tdsApplicable: raw.tdsApplicable === 'Yes',
tdsPercent: raw.tdsPercent || undefined,
savingBranch: raw.savingBranch,
transferBranch: raw.transferBranch || undefined,
transferAmountAccountType: raw.transferAmountAccountType || undefined,
transferAccountNo: raw.transferAccountNo || undefined,
commissionCalculation: raw.commissionCalculation === 'Yes',
limit: raw.limit || undefined,
machineRent: raw.machineRent || undefined,
agentSecurityBranch: raw.agentSecurityBranch || undefined,
agentSecurityAccountType: raw.agentSecurityAccountType || undefined,
agentSecurityAccountNo: raw.agentSecurityAccountNo || undefined,
otherCommission: raw.otherCommission || undefined,
agentDeposit: raw.agentDeposit || undefined,
festivalAdvance: raw.festivalAdvance || undefined,
otherDeduction: raw.otherDeduction || undefined,
dateFormat,
locale,
limits: (raw.limits || []).map((limit: any) => ({
fromDate: this.dateUtils.getDate(limit.fromDate),
toDate: this.dateUtils.getDate(limit.toDate),
limit: limit.limit
})),
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
}))
};
if (this.agentId) {
this.organizationService.updateAgent(this.agentId, payload).subscribe(() => this.exit());
} else {
this.organizationService.createAgent(payload).subscribe(() => this.exit());
}
}
private patchFormFromAgent(agent: any): void {
this.agentId = agent.id;
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,
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,
homeBranch: agent.homeBranch,
tdsApplicable: agent.tdsApplicable ? 'Yes' : 'No',
tdsPercent: agent.tdsPercent,
currentTds: agent.currentTds,
tdsAmount: agent.tdsAmount,
savingBranch: agent.savingBranch,
transferBranch: agent.transferBranch,
transferAmountAccountType: agent.transferAmountAccountType,
transferAccountNo: agent.transferAccountNo,
commissionCalculation: agent.commissionCalculation ? 'Yes' : 'No',
limit: agent.limit,
machineRent: agent.machineRent,
agentSecurityBranch: agent.agentSecurityBranch,
agentSecurityAccountType: agent.agentSecurityAccountType,
agentSecurityAccountNo: agent.agentSecurityAccountNo,
commission: agent.commission,
otherCommission: agent.otherCommission,
agentDeposit: agent.agentDeposit,
festivalAdvance: agent.festivalAdvance,
otherDeduction: agent.otherDeduction
});
this.limits.clear();
(agent.limits || []).forEach((limit: any) => {
const group = this.buildLimitGroup();
group.patchValue({
fromDate: limit.fromDate ? new Date(limit.fromDate) : null,
toDate: limit.toDate ? new Date(limit.toDate) : null,
limit: limit.limit
});
this.limits.push(group);
});
this.guarantors.clear();
(agent.guarantors || []).forEach((guarantor: any) => {
const group = this.buildGuarantorGroup();
group.patchValue(guarantor);
this.guarantors.push(group);
});
}
}
@@ -0,0 +1,93 @@
<!--
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) {
<tr>
<td>{{ slab.slabType }}</td>
<td>{{ slab.slabFrom }}</td>
<td>{{ slab.slabTo }}</td>
<td>{{ slab.commissionPercent }}%</td>
<td class="csm-row-actions">
<button mat-icon-button type="button" (click)="removeSlab(i)" matTooltip="Remove slab">
<i class="fas fa-trash"></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">
<button
mat-icon-button
color="primary"
type="button"
[disabled]="newSlabForm.invalid"
(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>
}
<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 +1,92 @@
/**
* 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 {
max-width: 760px;
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;
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%;
::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%);
}
@@ -0,0 +1,138 @@
/**
* 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';
/**
* 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 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
}));
});
}
addSlab(): void {
if (this.newSlabForm.invalid) {
return;
}
this.slabs.push(this.newSlabForm.getRawValue());
this.newSlabForm.reset({
slabType: '',
slabFrom: 0,
slabTo: 0,
commissionPercent: 0
});
}
removeSlab(index: number): void {
this.slabs.splice(index, 1);
}
exit(): void {
this.router.navigate(['/organization']);
}
save(): void {
const newSlabs = this.slabs.filter((slab) => !slab.id);
if (newSlabs.length === 0) {
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(() => this.loadSlabs());
}
}
@@ -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/.
-->
<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 &amp; Commission Batch Processing</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) {
<mat-option [value]="type">{{ type }}</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' : 'As-On 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>
<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>
<strong>Generate</strong> runs a preview only — nothing is applied to any account. <strong>Post</strong> is a
separate, explicit step that commits the previewed amounts.
</span>
</div>
@if (hasGenerated) {
<div class="bp-section">
<div class="bp-section__header">
<i class="fas fa-table"></i>
<h3>Preview</h3>
</div>
@if (previewRows.length === 0) {
<p class="bp-empty">
No calculation preview available yet — this appears once the backend batch-job endpoint for "{{
batchForm.get('jobType').value
}}" is connected.
</p>
} @else {
<table class="bp-table">
<thead>
<tr>
<th>Agent</th>
<th>Party</th>
<th>Amount</th>
</tr>
</thead>
<tbody>
@for (row of previewRows; track row) {
<tr>
<td>{{ row.agent }}</td>
<td>{{ row.party }}</td>
<td>{{ row.amount | number: '1.2-2' }}</td>
</tr>
}
</tbody>
</table>
}
</div>
}
<div class="bp-action-bar">
<button mat-raised-button type="button" (click)="exit()">Exit</button>
<button mat-stroked-button type="button" [disabled]="batchForm.invalid" (click)="generate()">
<i class="fas fa-play" style="margin-right: 6px"></i> Generate
</button>
<button mat-raised-button color="primary" type="button" [disabled]="!hasGenerated" (click)="post()">
<i class="fas fa-check" style="margin-right: 6px"></i> Post
</button>
</div>
</form>
</div>
</div>
@@ -0,0 +1,145 @@
/**
* 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 {
max-width: 900px;
margin: 0 auto;
padding: 24px 16px;
}
.bp-header {
display: flex;
align-items: center;
gap: 16px;
margin-bottom: 20px;
&__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;
}
}
}
.bp-empty {
color: rgb(0 0 0 / 50%);
font-size: 14px;
margin: 0;
}
.bp-table {
width: 100%;
border-collapse: collapse;
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%);
}
}
.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%);
}
@media (width <= 900px) {
.bp-grid {
grid-template-columns: repeat(2, 1fr);
}
.bp-field--wide {
grid-column: span 2;
}
}
@@ -0,0 +1,186 @@
/**
* 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 { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
/**
* DDS Interest & Commission Batch Processing component.
*
* Six batch job types, each following the same deliberate two-step
* pattern from the legacy system: Calculate first (a dry-run preview),
* then Post as a separate, explicit confirmation — so a wrong calculation
* is never applied by accident. Modelled on the legacy Interest
* Calculation screen this replaces.
*
* Backed by the DDS Batch Run API (`/dds/batchruns`). Only the three
* "Calculation" job types can actually be generated - the three "Posting"
* entries exist in the dropdown for parity with the legacy menu, but Post
* always applies whatever run was most recently generated in this session,
* regardless of which dropdown entry is currently selected (matching how
* the Post button here is only ever gated on hasGenerated, not on jobType).
*/
@Component({
selector: 'mifosx-dds-batch-processing',
templateUrl: './dds-batch-processing.component.html',
styleUrls: ['./dds-batch-processing.component.scss'],
imports: [...STANDALONE_SHARED_IMPORTS]
})
export class DdsBatchProcessingComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private router = inject(Router);
private organizationService = inject(OrganizationService);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
private static readonly JOB_TYPE_CODES: Record<string, string> = {
'Interest Calculation': 'INTEREST_CALCULATION',
'OD Interest Calculation': 'OD_INTEREST_CALCULATION',
'Commission Calculation': 'COMMISSION_CALCULATION'
};
private currentBatchRunId: number | null = null;
offices: any[] = [];
selectedOfficeNames = new Set<string>();
jobTypes = [
'Interest Calculation',
'Interest Posting',
'OD Interest Calculation',
'OD Interest Posting',
'Commission Calculation',
'Commission Posting'
];
branchScopes = [
'All',
'Selected'
];
hasGenerated = false;
previewRows: Array<{ agent: string; party: string; amount: number }> = [];
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 isPostingJob(): boolean {
return (this.batchForm.get('jobType').value as string).includes('Posting');
}
get isBranchSelected(): boolean {
return this.batchForm.get('branchScope')?.value === 'Selected';
}
ngOnInit(): void {
this.organizationService.getOffices().subscribe((offices: any[]) => {
this.offices = offices || [];
});
}
toggleOffice(officeName: string): void {
if (this.selectedOfficeNames.has(officeName)) {
this.selectedOfficeNames.delete(officeName);
} else {
this.selectedOfficeNames.add(officeName);
}
}
generate(): void {
const raw = this.batchForm.getRawValue();
const jobType = DdsBatchProcessingComponent.JOB_TYPE_CODES[raw.jobType];
if (!jobType) {
// A "Posting" entry was selected - there is nothing to calculate for
// it, only to post (see class-level note on how Post is wired).
this.hasGenerated = true;
this.previewRows = [];
return;
}
const dateFormat = this.settingsService.dateFormat;
const payload: any = {
jobType,
branchScope: raw.branchScope,
jobDate: this.dateUtils.formatDate(raw.jobDate, dateFormat),
agentFrom: raw.agentFrom,
agentTo: raw.agentTo,
partyFrom: raw.partyFrom,
partyTo: raw.partyTo,
dateFormat,
locale: this.settingsService.language.code
};
if (raw.branchScope === 'Selected') {
payload.officeNames = Array.from(this.selectedOfficeNames);
}
this.organizationService.generateDdsBatchRun(payload).subscribe((result: any) => {
this.currentBatchRunId = result.resourceId;
this.organizationService.getDdsBatchRun(this.currentBatchRunId).subscribe((batchRun: any) => {
this.previewRows = (batchRun.rows || []).map((row: any) => ({
agent: row.agentCode,
party: row.partyCode || '—',
amount: row.amount
}));
this.hasGenerated = true;
});
});
}
post(): void {
if (!this.currentBatchRunId) {
return;
}
this.organizationService.postDdsBatchRun(this.currentBatchRunId).subscribe(() => {
this.currentBatchRunId = null;
this.hasGenerated = false;
this.previewRows = [];
});
}
exit(): void {
this.router.navigate(['/organization']);
}
}
@@ -17,6 +17,9 @@ import { Route } from '../core/route/route.service';
import { OrganizationComponent } from './organization.component';
import { LoanProvisioningCriteriaComponent } from './loan-provisioning-criteria/loan-provisioning-criteria.component';
import { OfficesComponent } from './offices/offices.component';
import { AgentMasterComponent } from './agent-master/agent-master.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 { CreateEmployeeComponent } from './employees/create-employee/create-employee.component';
import { ViewEmployeeComponent } from './employees/view-employee/view-employee.component';
@@ -237,6 +240,21 @@ const routes: Routes = [
}
]
},
{
path: 'agent-master',
component: AgentMasterComponent,
data: { title: 'Agent Master', breadcrumb: 'Agent Master' }
},
{
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' }
},
{
path: 'employees',
data: { title: 'Manage Employees', breadcrumb: 'Manage Employees' },
@@ -90,6 +90,47 @@
</a>
</div>
<div #agentMaster>
<a class="org-card" [routerLink]="['agent-master']">
<div class="org-card__icon org-card__icon--teal">
<i class="fas fa-user-tie"></i>
</div>
<div class="org-card__body">
<h3 class="org-card__title">Agent Master</h3>
<p class="org-card__desc">
Register Daily Deposit Scheme collection agents, their commission/TDS settings, limits and guarantors
</p>
</div>
<i class="fas fa-chevron-right org-card__arrow"></i>
</a>
</div>
<div #commissionSlabMaster>
<a class="org-card" [routerLink]="['commission-slab-master']">
<div class="org-card__icon org-card__icon--teal">
<i class="fas fa-percentage"></i>
</div>
<div class="org-card__body">
<h3 class="org-card__title">Commission Slab Master</h3>
<p class="org-card__desc">Define collection-volume and override commission percentage slabs</p>
</div>
<i class="fas fa-chevron-right org-card__arrow"></i>
</a>
</div>
<div #ddsBatchProcessing>
<a class="org-card" [routerLink]="['dds-batch-processing']">
<div class="org-card__icon org-card__icon--teal">
<i class="fas fa-cogs"></i>
</div>
<div class="org-card__body">
<h3 class="org-card__title">DDS Interest &amp; Commission Batch</h3>
<p class="org-card__desc">Calculate then post interest, OD interest, and commission for DDS accounts</p>
</div>
<i class="fas fa-chevron-right org-card__arrow"></i>
</a>
</div>
<!-- Manage Loan Originators -->
<div #manageLoanOriginators>
<a class="org-card" [routerLink]="['manage-loan-originators']" *mifosxHasPermission="'READ_LOAN_ORIGINATOR'">
@@ -233,6 +233,141 @@ export class OrganizationService {
return this.http.get('/currencies');
}
/**
* @returns {Observable<any>} DDS Agents data
*/
getAgents(): Observable<any> {
return this.http.get('/dds/agents');
}
/**
* @param {string | number} agentId Agent ID.
* @returns {Observable<any>} DDS Agent.
*/
getAgent(agentId: string | number): Observable<any> {
return this.http.get(`/dds/agents/${agentId}`);
}
/**
* @param {any} agent Agent to be created.
* @returns {Observable<any>}
*/
createAgent(agent: any): Observable<any> {
return this.http.post('/dds/agents', agent);
}
/**
* @param {string | number} agentId Agent ID.
* @param {any} agent Agent changes to apply.
* @returns {Observable<any>}
*/
updateAgent(agentId: string | number, agent: any): Observable<any> {
return this.http.put(`/dds/agents/${agentId}`, agent);
}
/**
* @returns {Observable<any>} DDS Parties data
*/
getParties(): Observable<any> {
return this.http.get('/dds/parties');
}
/**
* @param {string | number} partyId Party ID.
* @returns {Observable<any>} DDS Party.
*/
getParty(partyId: string | number): Observable<any> {
return this.http.get(`/dds/parties/${partyId}`);
}
/**
* @param {any} party Party to be created.
* @returns {Observable<any>}
*/
createParty(party: any): Observable<any> {
return this.http.post('/dds/parties', party);
}
/**
* @param {string | number} partyId Party ID.
* @param {any} party Party changes to apply.
* @returns {Observable<any>}
*/
updateParty(partyId: string | number, party: any): Observable<any> {
return this.http.put(`/dds/parties/${partyId}`, party);
}
/**
* @param {string | number} partyId Party ID.
* @param {any} closeCommand { closeDate }
* @returns {Observable<any>}
*/
closeParty(partyId: string | number, closeCommand: any): Observable<any> {
return this.http.post(`/dds/parties/${partyId}?command=close`, closeCommand);
}
/**
* @param {any} transaction Daily transaction batch (PARTY_TRAN collections or a WITHDRAW_DEPOSITE transfer) to post.
* @returns {Observable<any>}
*/
createPartyTransaction(transaction: any): Observable<any> {
return this.http.post('/dds/partytransactions', transaction);
}
/**
* @returns {Observable<any>} DDS Commission Slabs data
*/
getCommissionSlabs(): Observable<any> {
return this.http.get('/dds/commissionslabs');
}
/**
* @param {any[]} slabs New commission slab rows to add to the chart.
* @returns {Observable<any>}
*/
createCommissionSlabs(slabs: any[]): Observable<any> {
return this.http.post('/dds/commissionslabs', { slabs });
}
/**
* @param {any} batch Batch run filters (jobType, branchScope, jobDate, agentFrom/To, partyFrom/To) to generate a preview for.
* @returns {Observable<any>}
*/
generateDdsBatchRun(batch: any): Observable<any> {
return this.http.post('/dds/batchruns', batch);
}
/**
* @param {string | number} batchRunId Batch run ID.
* @returns {Observable<any>} Batch run, including its previewed/posted rows.
*/
getDdsBatchRun(batchRunId: string | number): Observable<any> {
return this.http.get(`/dds/batchruns/${batchRunId}`);
}
/**
* @param {string | number} batchRunId Batch run ID to post - applies exactly the rows it previewed.
* @returns {Observable<any>}
*/
postDdsBatchRun(batchRunId: string | number): Observable<any> {
return this.http.post(`/dds/batchruns/${batchRunId}`, {});
}
/**
* @param {string} reportKey One of the backend DDS report keys.
* @param {any} filters fromDate, toDate (ISO strings), agentFrom/To, partyFrom/To.
* @returns {Observable<any>} { reportKey, available, message, columns, rows }
*/
runDdsReport(reportKey: string, filters: any): Observable<any> {
let httpParams = new HttpParams();
Object.keys(filters || {}).forEach((key) => {
if (filters[key] !== undefined && filters[key] !== null && filters[key] !== '') {
httpParams = httpParams.set(key, filters[key]);
}
});
return this.http.get(`/dds/reports/${reportKey}`, { params: httpParams });
}
/**
* @param {any[]} currencies
* @returns {Observable<any>} Currencies data
@@ -0,0 +1,131 @@
<!--
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="rdp-container">
<div class="rdp-header">
<i class="fas fa-calendar-day rdp-header__icon"></i>
<h2 class="rdp-header__title">{{ 'labels.heading.Create Daily Deposit Scheme Product' | translate }}</h2>
</div>
<!-- Currency/Terms/Settings/Charges/Accounting still run underneath (the account-creation
engine needs them) but are pre-filled with fixed defaults in ngAfterViewInit() rather than
shown - the legacy Account Type Creation screen never asked for any of this either. Kept
mounted (just hidden) so their forms exist for the "product" payload to read from. -->
<div hidden>
<mifosx-daily-deposit-scheme-product-currency-step
[DailyDepositSchemeProductsTemplate]="productsTemplate"
></mifosx-daily-deposit-scheme-product-currency-step>
<mifosx-daily-deposit-scheme-product-terms-step
[DailyDepositSchemeProductsTemplate]="productsTemplate"
></mifosx-daily-deposit-scheme-product-terms-step>
<mifosx-daily-deposit-scheme-product-settings-step
[DailyDepositSchemeProductsTemplate]="productsTemplate"
></mifosx-daily-deposit-scheme-product-settings-step>
<mifosx-daily-deposit-scheme-product-charges-step
[DailyDepositSchemeProductsTemplate]="productsTemplate"
[currencyCode]="currencyForm.get('currencyCode')"
></mifosx-daily-deposit-scheme-product-charges-step>
<mifosx-daily-deposit-scheme-product-accounting-step
[DailyDepositSchemeProductsTemplate]="productsTemplate"
[accountingRuleData]="accountingRuleData"
[DailyDepositSchemeProductFormValid]="productFormValid"
[isDormancyTrackingActive]="currencyForm.get('dormancyAlert')"
></mifosx-daily-deposit-scheme-product-accounting-step>
</div>
<mat-tab-group
class="rdp-tabs"
animationDuration="200ms"
[preserveContent]="true"
[(selectedIndex)]="selectedTabIndex"
>
<mat-tab>
<ng-template mat-tab-label>
<i class="fas fa-info-circle rdp-tab-icon"></i>
{{ 'labels.inputs.DETAILS' | translate }}
</ng-template>
<div class="rdp-tab-content">
<mifosx-daily-deposit-scheme-product-details-step
[DailyDepositSchemeProductsTemplate]="productsTemplate"
></mifosx-daily-deposit-scheme-product-details-step>
</div>
</mat-tab>
<mat-tab>
<ng-template mat-tab-label>
<i class="fas fa-chart-area rdp-tab-icon"></i>
CBS Base Chart
</ng-template>
<div class="rdp-tab-content">
@if (activeBaseVersion) {
<div class="base-rate-card">
<div class="base-rate-header">
<div>
<h3 class="base-rate-title">{{ activeBaseVersion.versionLabel }}</h3>
<p class="base-rate-meta">
Active CBS base chart
<span>Effective from {{ activeBaseVersion.effectiveFromDate }}</span>
</p>
</div>
<span class="base-rate-badge">Active</span>
</div>
@if (activeBaseVersion.remarks) {
<p class="base-rate-remarks">{{ activeBaseVersion.remarks }}</p>
}
<table class="base-rate-table" mat-table [dataSource]="activeBaseVersion.slabs">
<ng-container matColumnDef="srNo">
<th mat-header-cell *matHeaderCellDef>Sr.</th>
<td mat-cell *matCellDef="let slab">{{ slab.srNo }}</td>
</ng-container>
<ng-container matColumnDef="description">
<th mat-header-cell *matHeaderCellDef>Particular</th>
<td mat-cell *matCellDef="let slab">{{ slab.description }}</td>
</ng-container>
<ng-container matColumnDef="fromPeriod">
<th mat-header-cell *matHeaderCellDef>From</th>
<td mat-cell *matCellDef="let slab">{{ slab.fromPeriod }}</td>
</ng-container>
<ng-container matColumnDef="toPeriod">
<th mat-header-cell *matHeaderCellDef>To</th>
<td mat-cell *matCellDef="let slab">{{ slab.toPeriod ?? 'N/A' }}</td>
</ng-container>
<ng-container matColumnDef="periodTypeLabel">
<th mat-header-cell *matHeaderCellDef>Period Type</th>
<td mat-cell *matCellDef="let slab">{{ slab.periodTypeLabel }}</td>
</ng-container>
<ng-container matColumnDef="annualInterestRate">
<th mat-header-cell *matHeaderCellDef>Annual Rate (%)</th>
<td mat-cell *matCellDef="let slab">
<strong>{{ slab.annualInterestRate | number: '1.2-2' }}</strong>
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="rdSlabColumns"></tr>
<tr mat-row *matRowDef="let row; columns: rdSlabColumns"></tr>
</table>
</div>
} @else {
<p>Loading CBS base chart...</p>
}
</div>
</mat-tab>
</mat-tab-group>
<div class="rdp-action-bar">
<button mat-raised-button [routerLink]="['../']" class="rdp-action-bar__cancel">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<div class="rdp-action-bar__right">
<button mat-raised-button color="primary" [disabled]="!productFormValid" (click)="submit()">
<i class="fas fa-check" style="margin-right: 8px"></i>
{{ 'labels.buttons.Submit' | translate }}
</button>
</div>
</div>
</div>
@@ -0,0 +1,138 @@
/**
* 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;
.rdp-container {
max-width: 960px;
margin: 0 auto;
padding: 24px 16px;
}
.rdp-header {
display: flex;
align-items: center;
gap: 10px;
margin-bottom: 20px;
&__icon {
font-size: 20px;
color: $primary;
}
&__title {
margin: 0;
font-size: 22px;
font-weight: 500;
}
}
.rdp-tabs {
background: var(--md-sys-color-surface, #fff);
border-radius: 8px;
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
::ng-deep {
.mat-mdc-tab-header {
border-bottom: 1px solid rgb(0 0 0 / 8%);
}
.mat-mdc-tab {
min-width: 100px;
padding: 0 12px;
height: 52px;
}
.mat-mdc-tab-body-wrapper {
min-height: 200px;
}
.mat-mdc-tab-body {
overflow: visible !important;
}
.mat-mdc-tab-body-content {
overflow: visible !important;
}
}
}
.rdp-tab-icon {
margin-right: 8px;
font-size: 14px;
}
.rdp-tab-content {
padding: 24px 16px;
}
.base-rate-card {
padding: 16px;
border: 1px solid #dbe4f0;
border-radius: 14px;
background: linear-gradient(180deg, #f8fbff 0%, #fff 100%);
}
.base-rate-header {
display: flex;
align-items: start;
justify-content: space-between;
gap: 12px;
margin-bottom: 12px;
}
.base-rate-title {
margin: 0;
font-size: 18px;
font-weight: 600;
}
.base-rate-meta {
margin: 6px 0 0;
color: #5b6b7f;
display: flex;
gap: 12px;
flex-wrap: wrap;
}
.base-rate-badge {
padding: 4px 10px;
border-radius: 999px;
background: #dcfce7;
color: #166534;
font-size: 12px;
font-weight: 700;
}
.base-rate-remarks {
margin: 0 0 12px;
color: #334155;
}
.base-rate-table {
width: 100%;
border-collapse: collapse;
}
.rdp-action-bar {
display: flex;
justify-content: space-between;
align-items: center;
margin-top: 20px;
padding: 16px 0;
border-top: 1px solid rgb(0 0 0 / 8%);
&__cancel {
color: rgb(0 0 0 / 60%);
}
&__right {
display: flex;
gap: 12px;
}
}
@@ -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 { AfterViewInit, Component, ViewChild, inject } from '@angular/core';
import { ActivatedRoute, Router } from '@angular/router';
/** Custom Components — Daily Deposit Scheme's own stepper, kept independent
* of Recurring Deposit Products so future changes to either never cross over. */
import { DailyDepositSchemeProductDetailsStepComponent } from '../daily-deposit-scheme-product-stepper/daily-deposit-scheme-product-details-step/daily-deposit-scheme-product-details-step.component';
import { DailyDepositSchemeProductCurrencyStepComponent } from '../daily-deposit-scheme-product-stepper/daily-deposit-scheme-product-currency-step/daily-deposit-scheme-product-currency-step.component';
import { DailyDepositSchemeProductTermsStepComponent } from '../daily-deposit-scheme-product-stepper/daily-deposit-scheme-product-terms-step/daily-deposit-scheme-product-terms-step.component';
import { DailyDepositSchemeProductSettingsStepComponent } from '../daily-deposit-scheme-product-stepper/daily-deposit-scheme-product-settings-step/daily-deposit-scheme-product-settings-step.component';
import { DailyDepositSchemeProductChargesStepComponent } from '../daily-deposit-scheme-product-stepper/daily-deposit-scheme-product-charges-step/daily-deposit-scheme-product-charges-step.component';
import { DailyDepositSchemeProductAccountingStepComponent } from '../daily-deposit-scheme-product-stepper/daily-deposit-scheme-product-accounting-step/daily-deposit-scheme-product-accounting-step.component';
import {
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
} from '@angular/material/table';
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { Accounting } from 'app/core/utils/accounting';
import { Dates } from 'app/core/utils/dates';
import { MatTabsModule } from '@angular/material/tabs';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@Component({
selector: 'mifosx-create-daily-deposit-scheme-product',
templateUrl: './create-daily-deposit-scheme-product.component.html',
styleUrls: ['./create-daily-deposit-scheme-product.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatTabsModule,
DailyDepositSchemeProductDetailsStepComponent,
DailyDepositSchemeProductCurrencyStepComponent,
DailyDepositSchemeProductTermsStepComponent,
DailyDepositSchemeProductSettingsStepComponent,
DailyDepositSchemeProductChargesStepComponent,
DailyDepositSchemeProductAccountingStepComponent,
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
]
})
export class CreateDailyDepositSchemeProductComponent implements AfterViewInit {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
private dateUtils = inject(Dates);
@ViewChild(DailyDepositSchemeProductDetailsStepComponent, { static: true })
detailsStep: DailyDepositSchemeProductDetailsStepComponent;
@ViewChild(DailyDepositSchemeProductCurrencyStepComponent, { static: true })
currencyStep: DailyDepositSchemeProductCurrencyStepComponent;
@ViewChild(DailyDepositSchemeProductTermsStepComponent, { static: true })
termsStep: DailyDepositSchemeProductTermsStepComponent;
@ViewChild(DailyDepositSchemeProductSettingsStepComponent, { static: true })
settingsStep: DailyDepositSchemeProductSettingsStepComponent;
@ViewChild(DailyDepositSchemeProductChargesStepComponent, { static: true })
chargesStep: DailyDepositSchemeProductChargesStepComponent;
@ViewChild(DailyDepositSchemeProductAccountingStepComponent, { static: true })
accountingStep: DailyDepositSchemeProductAccountingStepComponent;
productsTemplate: any;
accountingRuleData: string[] = [];
selectedTabIndex = 0;
rdInterestRates: any[] = [];
readonly rdSlabColumns = [
'srNo',
'description',
'fromPeriod',
'toPeriod',
'periodTypeLabel',
'annualInterestRate'
];
constructor() {
this.route.data.subscribe((data: { dailyDepositSchemeProductsTemplate: any }) => {
this.productsTemplate = data.dailyDepositSchemeProductsTemplate;
});
this.accountingRuleData = this.accounting.getAccountingRulesForSavings();
this.productsService.getFdBaseInterestRates().subscribe({
next: (rates: any[]) => {
this.rdInterestRates = rates || [];
},
error: () => {
this.rdInterestRates = [];
}
});
}
ngAfterViewInit(): void {
// The DDS product screen only shows the legacy Account Type Creation fields (Details tab) -
// currency/terms/settings/charges/accounting still exist underneath (the account-creation
// engine needs them), but they're filled in here with fixed sensible defaults rather than
// asked of the user, since the legacy screen never asked for them either.
const template = this.productsTemplate || {};
this.currencyForm.patchValue({
currencyCode: this.currencyForm.value.currencyCode || 'INR',
digitsAfterDecimal: this.currencyForm.value.digitsAfterDecimal ?? 2
});
const firstOptionId = (options: any[]) => options?.[0]?.id ?? '';
this.termsForm.patchValue({
interestCompoundingPeriodType: firstOptionId(template.interestCompoundingPeriodTypeOptions),
interestCalculationDaysInYearType: firstOptionId(template.interestCalculationDaysInYearTypeOptions),
minDepositAmount: this.termsForm.value.minDepositAmount || 1,
maxDepositAmount: this.termsForm.value.maxDepositAmount || 999999999
});
// accountingRule 1 = None, matching the legacy screen (which never asked for GL mappings) -
// this also clears every accounting-tab required-field validator, since those only apply
// under Cash/Accrual accounting.
this.accountingForm.patchValue({ accountingRule: 1 });
this.detailsForm.get('autoInterestPost')?.valueChanges.subscribe(() => this.syncAutoInterestPost());
this.detailsForm.get('autoInterestPostWhen')?.valueChanges.subscribe(() => this.syncAutoInterestPost());
this.syncAutoInterestPost();
}
/** Mirrors the simple "Auto Interest Post" / "Auto Interest Post When" / "Auto Interest Post
* Day" fields onto the (hidden) terms-step fields that the account-creation engine actually
* reads. */
private syncAutoInterestPost(): void {
const autoPost = this.detailsForm?.value.autoInterestPost ?? true;
const postingPeriodType = this.detailsForm?.value.autoInterestPostWhen;
const postingDay = this.detailsForm?.value.autoInterestPostDay;
this.termsForm?.patchValue({
autoPost,
interestPostingPeriodType: postingPeriodType || this.termsForm.value.interestPostingPeriodType,
frequencyFixDay: postingDay || this.termsForm.value.frequencyFixDay
});
}
get detailsForm() {
return this.detailsStep?.DailyDepositSchemeProductDetailsForm;
}
get currencyForm() {
return this.currencyStep?.DailyDepositSchemeProductCurrencyForm;
}
get termsForm() {
return this.termsStep?.DailyDepositSchemeProductTermsForm;
}
get settingsForm() {
return this.settingsStep?.DailyDepositSchemeProductSettingsForm;
}
get accountingForm() {
return this.accountingStep?.DailyDepositSchemeProductAccountingForm;
}
get productFormValid() {
return !!this.detailsForm?.valid;
}
get activeBaseVersion() {
const chart =
this.rdInterestRates.find((version: any) => version.fdType === 'DOUBLE' && version.isActive) ??
this.rdInterestRates.find((version: any) => version.fdType === 'DOUBLE') ??
this.rdInterestRates[0];
if (chart) {
return {
...chart,
versionLabel: chart.versionLabel?.replace('FD', 'DDS'),
remarks: chart.remarks?.replace('FD', 'DDS')
};
}
return null;
}
get activeBaseSlabs() {
// The base chart is borrowed from an FD product purely for its period/amount-range
// *structure* - the account-creation engine needs some chart to exist. Its actual rate is
// never used: every slab's annualInterestRate is overridden with the Details tab's own
// Interest Rate field, so DDS never depends on FD's real interest figures.
const rate = this.detailsForm?.value.interestRate;
return (this.activeBaseVersion?.slabs || []).map((slab: any) => ({
...slab,
annualInterestRate: rate ?? slab.annualInterestRate
}));
}
get product() {
// accountTypeGroup / autoInterestPost / autoInterestPostWhen / autoInterestPostDay are the
// legacy Account Type Creation screen's own fields - not real product API parameters. The
// auto-interest-post trio is already mirrored onto termsStep (autoPost /
// interestPostingPeriodType / frequencyFixDay) via syncAutoInterestPost(); accountTypeGroup
// is folded into the description here instead.
const {
accountTypeGroup,
autoInterestPost,
autoInterestPostWhen,
autoInterestPostDay,
interestRate,
...detailsPayload
} = this.detailsStep.DailyDepositSchemeProductDetails;
const description = [
accountTypeGroup,
detailsPayload.description
]
.filter((part) => !!part)
.join(' - ');
return {
...detailsPayload,
description,
...this.currencyStep.DailyDepositSchemeProductCurrency,
...this.termsStep.DailyDepositSchemeProductTerms,
...this.settingsStep.DailyDepositSchemeProductSettings,
...this.chargesStep.DailyDepositSchemeProductCharges,
...this.accountingStep.DailyDepositSchemeProductAccounting,
charts: this.productCharts,
rdSlabs: this.activeBaseSlabs
};
}
get productCharts() {
const activeBaseVersion = this.activeBaseVersion;
if (!activeBaseVersion?.slabs?.length) {
return [];
}
const dateFormat = this.settingsService.dateFormat;
return [
{
name: activeBaseVersion.versionLabel || 'CBS Base Chart',
description: activeBaseVersion.remarks || activeBaseVersion.versionLabel || 'CBS base chart',
fromDate:
this.dateUtils.formatDate(activeBaseVersion.effectiveFromDate, dateFormat) ||
activeBaseVersion.effectiveFromDate,
...(activeBaseVersion.effectiveToDate
? {
endDate:
this.dateUtils.formatDate(activeBaseVersion.effectiveToDate, dateFormat) ||
activeBaseVersion.effectiveToDate
}
: {}),
isPrimaryGroupingByAmount: false,
locale: this.settingsService.language.code,
dateFormat,
chartSlabs: this.activeBaseSlabs.map((slab: any) => {
const chartSlab: any = {
periodType: slab.periodTypeEnum,
fromPeriod: slab.fromPeriod,
toPeriod: slab.toPeriod,
annualInterestRate: slab.annualInterestRate,
description: slab.description || '',
incentives: [] as any[]
};
if (slab.amountRangeFrom !== null && slab.amountRangeFrom !== undefined && slab.amountRangeFrom !== '') {
chartSlab.amountRangeFrom = slab.amountRangeFrom;
}
if (slab.amountRangeTo !== null && slab.amountRangeTo !== undefined && slab.amountRangeTo !== '') {
chartSlab.amountRangeTo = slab.amountRangeTo;
}
return chartSlab;
})
}
] as any[];
}
submit() {
const product: any = this.pruneEmptyValues({
...this.product,
charts: this.productCharts,
charges: (this.product.charges ?? []).map((charge: any) => ({ id: charge.id })),
locale: this.settingsService.language.code,
productCategory: 'DDS'
});
if (!product.description) {
product.description = '';
}
delete product.advancedAccountingRules;
this.productsService.createRecurringDepositProduct(product).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
});
}
private pruneEmptyValues<T>(value: T): T {
if (Array.isArray(value)) {
return value.map((item) => this.pruneEmptyValues(item)).filter((item) => item !== undefined) as T;
}
if (value && typeof value === 'object') {
return Object.entries(value as Record<string, any>).reduce(
(acc, [
key,
currentValue
]) => {
const cleanedValue = this.pruneEmptyValues(currentValue);
if (cleanedValue === undefined) {
return acc;
}
return {
...acc,
[key]: cleanedValue
};
},
{} as Record<string, any>
) as T;
}
if (value === '' || value === null || value === undefined) {
return undefined as T;
}
return value;
}
}
@@ -0,0 +1,35 @@
/**
* 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';
/** rxjs Imports */
import { Observable } from 'rxjs';
/** Custom Services */
import { ProductsService } from '../../products.service';
/**
* Daily Deposit Scheme Products template resolver.
*
* Reuses the Recurring Deposit product template — a Daily Deposit Scheme
* product is created through the same underlying product-creation engine.
*/
@Injectable()
export class DailyDepositSchemeProductsTemplateResolver {
private productsService = inject(ProductsService);
/**
* Returns the Daily Deposit Scheme products template.
* @returns {Observable<any>}
*/
resolve(): Observable<any> {
return this.productsService.getRecurringDepositProductsTemplate();
}
}
@@ -0,0 +1,121 @@
<!--
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/.
-->
<form [formGroup]="DailyDepositSchemeProductAccountingForm">
<div class="rdpa-section">
<div class="rdpa-section__header">
<span class="rdpa-section__icon">
<i class="fas fa-book"></i>
</span>
<h3>Accounting</h3>
</div>
<div class="rdpa-section__body">
<div class="rdpa-group">
<div class="rdpa-group__header">
<h4>Accounting Rule</h4>
</div>
<div class="rdpa-radio-group">
<mat-radio-button [value]="2" [checked]="true" [disabled]="true">Cash</mat-radio-button>
</div>
</div>
@if (isCashOrAccrualAccounting()) {
@for (section of accountingSectionConfigs; track section.key) {
<div class="rdpa-group">
<div class="rdpa-group__header">
<h4>{{ section.title }}</h4>
<button type="button" class="rdpa-add-btn" (click)="addOtherGlMapping(section.otherMappingsControlName)">
+ Add Other
</button>
</div>
<div class="rdpa-list">
@for (row of section.rows; track row.key) {
@if (
(!row.accrualOnly || isAccrualAccounting()) && (!row.dormancyOnly || isDormancyTrackingEnabled())
) {
<div class="rdpa-row">
<div class="rdpa-row__meta">
<span
class="rdpa-pill"
[class.rdpa-pill--green]="section.pillClass === 'green'"
[class.rdpa-pill--amber]="section.pillClass === 'amber'"
[class.rdpa-pill--blue]="section.pillClass === 'blue'"
>
{{ section.pillLabel }}
</span>
<span class="rdpa-row__label">{{ row.label }}</span>
</div>
<mifosx-gl-account-selector
class="rdpa-row__input"
[inputFormControl]="DailyDepositSchemeProductAccountingForm.get(row.controlName)"
[glAccountList]="row.options"
[required]="row.required"
[inputLabel]="row.inputLabel"
></mifosx-gl-account-selector>
</div>
}
}
</div>
<div class="rdpa-list" [formArrayName]="section.otherMappingsControlName">
@for (
otherRow of getOtherGlMappingsArray(section.otherMappingsControlName).controls;
track $index;
let i = $index
) {
<div class="rdpa-other-row-wrap">
<div class="rdpa-row rdpa-row--other" [formGroupName]="i">
<div class="rdpa-row__meta rdpa-row__meta--other">
<span
class="rdpa-pill"
[class.rdpa-pill--green]="section.pillClass === 'green'"
[class.rdpa-pill--amber]="section.pillClass === 'amber'"
[class.rdpa-pill--blue]="section.pillClass === 'blue'"
>
{{ section.pillLabel }}
</span>
<input
class="rdpa-row__name rdpa-row__name--other-account"
formControlName="accountName"
placeholder="Enter account name..."
type="text"
/>
</div>
<div class="rdpa-row__actions rdpa-row__actions--other">
<mat-form-field class="rdpa-row__other-field" appearance="outline" subscriptSizing="dynamic">
<mat-label>GL Code</mat-label>
<mat-select
[formControl]="getOtherGlMappingControl(section.otherMappingsControlName, i, 'glAccountId')"
>
@for (glAccount of section.otherAccountOptions; track glAccount.id) {
<mat-option [value]="glAccount.id">
{{ '(' + glAccount.glCode + ') ' + glAccount.name }}
</mat-option>
}
</mat-select>
</mat-form-field>
</div>
</div>
<button
type="button"
class="rdpa-remove-btn rdpa-remove-btn--side"
(click)="removeOtherGlMapping(section.otherMappingsControlName, i)"
>
<i class="fas fa-times"></i>
</button>
</div>
}
</div>
</div>
}
}
</div>
</div>
</form>
@@ -0,0 +1,303 @@
/**
* 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/.
*/
$border: #e2e8f0;
$gray-50: #f8f9fa;
$gray-200: #e8eaed;
$gray-700: #334155;
$gray-900: #202124;
.rdpa-section {
border: 1px solid $border;
border-radius: 10px;
background: #fff;
}
.rdpa-section__header {
display: flex;
align-items: center;
gap: 10px;
padding: 12px 24px;
background: $gray-50;
border-bottom: 1px solid $gray-200;
h3 {
margin: 0;
font-size: 14px;
font-weight: 600;
color: $gray-900;
}
}
.rdpa-section__icon {
display: inline-flex;
align-items: center;
justify-content: center;
width: 24px;
height: 24px;
border-radius: 6px;
background: #eff6ff;
color: #2563eb;
font-size: 13px;
}
.rdpa-section__body {
padding: 16px 24px 20px;
}
.rdpa-group {
& + & {
margin-top: 20px;
}
&__header {
display: flex;
align-items: center;
justify-content: space-between;
gap: 16px;
margin: 0 0 12px;
}
h4 {
margin: 0 0 12px;
font-size: 12px;
font-weight: 700;
letter-spacing: 0.08em;
text-transform: uppercase;
color: #94a3b8;
}
}
.rdpa-add-btn {
border: 0;
background: transparent;
color: #2563eb;
font-size: 12px;
font-weight: 700;
padding: 0;
cursor: pointer;
}
.rdpa-list {
display: flex;
flex-direction: column;
gap: 10px;
}
.rdpa-list + .rdpa-list {
margin-top: 12px;
}
.rdpa-row {
display: flex;
align-items: center;
justify-content: space-between;
gap: 16px;
padding: 10px 12px;
border: 1px solid $border;
border-radius: 8px;
background: #fff;
@media (width <= 900px) {
flex-direction: column;
align-items: stretch;
}
}
.rdpa-row:has(mifosx-gl-account-selector) {
align-items: stretch;
}
.rdpa-row--other {
border-style: dashed;
border-color: #cbd5e1;
background: #f8fafc;
display: grid;
grid-template-columns: minmax(0, 0.95fr) minmax(0, 1.05fr);
align-items: center;
padding: 12px 16px;
@media (width <= 1100px) {
grid-template-columns: 1fr;
}
}
.rdpa-other-row-wrap {
display: grid;
grid-template-columns: minmax(0, 1fr) auto;
align-items: center;
gap: 12px;
@media (width <= 1100px) {
grid-template-columns: 1fr;
gap: 8px;
}
}
.rdpa-row__meta {
display: flex;
align-items: center;
gap: 10px;
min-width: 0;
flex: 1 1 auto;
}
.rdpa-row__meta--other {
min-width: 0;
flex: 1 1 auto;
align-self: stretch;
}
.rdpa-row__label {
font-size: 14px;
font-weight: 600;
color: $gray-700;
}
.rdpa-row__input {
flex: 0 0 22rem;
max-width: 22rem;
min-width: 18rem;
@media (width <= 900px) {
width: 100%;
max-width: 100%;
min-width: 0;
}
}
.rdpa-row__input :is(mifosx-gl-account-selector) {
width: 100%;
display: block;
}
.rdpa-row__input :is(mifosx-gl-account-selector) :is(.layout-column) {
width: 100%;
margin-right: 0 !important;
}
.rdpa-row__input :is(mifosx-gl-account-selector) :is(mat-form-field) {
width: 100%;
}
.rdpa-row__actions {
display: flex;
align-items: center;
gap: 10px;
min-width: 0;
}
.rdpa-row__actions--other {
justify-content: flex-end;
align-self: stretch;
width: 100%;
@media (width <= 1100px) {
justify-content: flex-start;
}
}
.rdpa-row__name {
width: 100%;
min-width: 0;
max-width: 24rem;
height: 40px;
border: 1px solid #cbd5e1;
border-radius: 6px;
padding: 0 12px;
font-size: 14px;
background: #fff;
@media (width <= 900px) {
max-width: 100%;
}
}
.rdpa-row__name--other-account {
max-width: 100%;
flex: 1 1 auto;
height: 48px;
}
.rdpa-row__other-field {
width: 100%;
min-width: 0;
}
.rdpa-row__other-field :is(mat-form-field) {
width: 100%;
}
.rdpa-row__other-field :is(.mat-mdc-form-field-required-marker) {
display: none;
}
.rdpa-remove-btn {
border: 0;
background: transparent;
color: #ef4444;
font-size: 18px;
line-height: 1;
cursor: pointer;
padding: 0 4px;
}
.rdpa-remove-btn--side {
place-self: center end;
margin-right: 4px;
@media (width <= 1100px) {
justify-self: start;
margin-right: 0;
}
}
.rdpa-radio-group {
display: flex;
gap: 24px;
flex-wrap: wrap;
}
.rdpa-pill {
display: inline-flex;
align-items: center;
justify-content: center;
padding: 2px 8px;
border-radius: 999px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.04em;
text-transform: uppercase;
white-space: nowrap;
&--green {
background: #dcfce7;
color: #16a34a;
}
&--amber {
background: #fef3c7;
color: #d97706;
}
&--blue {
background: #dbeafe;
color: #2563eb;
}
}
@media (width <= 900px) {
.rdpa-row__meta {
margin-bottom: 4px;
}
.rdpa-row__input {
flex: 1 1 auto;
max-width: 100%;
}
}
@@ -0,0 +1,423 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, Input, OnInit, inject } from '@angular/core';
import {
FormsModule,
ReactiveFormsModule,
UntypedFormArray,
UntypedFormBuilder,
UntypedFormControl,
UntypedFormGroup,
Validators
} from '@angular/forms';
import { MatRadioButton, MatRadioGroup } from '@angular/material/radio';
import { GlAccountSelectorComponent } from 'app/shared/accounting/gl-account-selector/gl-account-selector.component';
import { Accounting } from 'app/core/utils/accounting';
import { GLAccount } from 'app/shared/models/general.model';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
type AccountingSectionKey = 'assets' | 'liabilities' | 'expenses' | 'income';
type AccountingRowConfig = {
key: string;
label: string;
inputLabel: string;
controlName: string;
options: GLAccount[];
required?: boolean;
accrualOnly?: boolean;
dormancyOnly?: boolean;
};
type AccountingSectionConfig = {
key: AccountingSectionKey;
title: string;
pillLabel: string;
pillClass: 'green' | 'amber' | 'blue';
rows: AccountingRowConfig[];
otherMappingsControlName: string;
otherAccountOptions: GLAccount[];
};
type OtherGlMappingValue = {
accountName: string;
glAccountId: number | null;
};
@Component({
selector: 'mifosx-daily-deposit-scheme-product-accounting-step',
templateUrl: './daily-deposit-scheme-product-accounting-step.component.html',
styleUrls: ['./daily-deposit-scheme-product-accounting-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FormsModule,
ReactiveFormsModule,
MatRadioGroup,
MatRadioButton,
GlAccountSelectorComponent
]
})
export class DailyDepositSchemeProductAccountingStepComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private accounting = inject(Accounting);
@Input() DailyDepositSchemeProductsTemplate: any;
@Input() accountingRuleData: any;
@Input() DailyDepositSchemeProductFormValid: boolean;
@Input() isDormancyTrackingActive: any;
DailyDepositSchemeProductAccountingForm: UntypedFormGroup;
assetAccountOptions: GLAccount[] = [];
liabilityAccountOptions: GLAccount[] = [];
expenseAccountOptions: GLAccount[] = [];
incomeAccountOptions: GLAccount[] = [];
accountingSectionConfigs: AccountingSectionConfig[] = [];
constructor() {
this.createDailyDepositSchemeProductAccountingForm();
this.setConditionalControls();
}
ngOnInit() {
const accountingMappings = this.DailyDepositSchemeProductsTemplate?.accountingMappings || {};
const mappings = {
...accountingMappings,
otherGlMappingsMap: this.DailyDepositSchemeProductsTemplate?.otherGlMappingsMap
};
const accountingMappingOptions = this.DailyDepositSchemeProductsTemplate?.accountingMappingOptions || {};
// Defaults to Cash (2) for a brand-new product (no existing accountingRule yet), but preserves
// the product's own current accounting rule when editing - previously this was hardcoded to 2
// unconditionally, which silently forced every edited product onto Cash-based accounting (and
// its required GL mappings) even for products that were and should remain "None".
const accountingRuleId = this.DailyDepositSchemeProductsTemplate?.accountingRule?.id ?? 2;
this.assetAccountOptions = accountingMappingOptions.assetAccountOptions || [];
this.liabilityAccountOptions = accountingMappingOptions.liabilityAccountOptions || [];
this.expenseAccountOptions = accountingMappingOptions.expenseAccountOptions || [];
this.incomeAccountOptions = accountingMappingOptions.incomeAccountOptions || [];
this.buildAccountingSectionConfigs();
this.DailyDepositSchemeProductAccountingForm.patchValue({ accountingRule: accountingRuleId });
this.syncAccountingControls(accountingRuleId);
this.patchAccountingValues(mappings);
this.setDormancyControl();
}
createDailyDepositSchemeProductAccountingForm() {
this.DailyDepositSchemeProductAccountingForm = this.formBuilder.group({
accountingRule: [2],
savingsReferenceAccountId: [''],
savingsControlAccountId: [''],
transfersInSuspenseAccountId: [''],
interestOnSavingsAccountId: [''],
incomeFromFeeAccountId: [''],
incomeFromPenaltyAccountId: [''],
feesReceivableAccountId: [''],
penaltiesReceivableAccountId: [''],
interestPayableAccountId: [''],
escheatLiabilityId: [''],
assetsOtherGlMappings: this.formBuilder.array([]),
liabilitiesOtherGlMappings: this.formBuilder.array([]),
expensesOtherGlMappings: this.formBuilder.array([]),
incomeOtherGlMappings: this.formBuilder.array([])
});
}
private setConditionalControls() {
this.DailyDepositSchemeProductAccountingForm.get('accountingRule')?.valueChanges.subscribe((rule: number) => {
this.syncAccountingControls(rule);
});
}
private patchAccountingValues(mappings: any) {
this.DailyDepositSchemeProductAccountingForm.patchValue({
savingsReferenceAccountId: mappings.savingsReferenceAccount?.id || '',
savingsControlAccountId: mappings.savingsControlAccount?.id || '',
transfersInSuspenseAccountId: mappings.transfersInSuspenseAccount?.id || '',
interestOnSavingsAccountId: mappings.interestOnSavingsAccount?.id || '',
incomeFromFeeAccountId: mappings.incomeFromFeeAccount?.id || '',
incomeFromPenaltyAccountId: mappings.incomeFromPenaltyAccount?.id || '',
feesReceivableAccountId: mappings.feeReceivableAccount?.id || '',
penaltiesReceivableAccountId: mappings.penaltyReceivableAccount?.id || '',
interestPayableAccountId: mappings.interestPayableAccount?.id || '',
escheatLiabilityId: mappings.escheatLiabilityAccount?.id || ''
});
if (this.isCashOrAccrualAccounting()) {
const glMappings = mappings.otherGlMappingsMap || mappings.otherGlMappings;
this.setOtherGlMappings('assetsOtherGlMappings', glMappings?.assets || [], this.assetAccountOptions);
this.setOtherGlMappings(
'liabilitiesOtherGlMappings',
glMappings?.liabilities || [],
this.liabilityAccountOptions
);
this.setOtherGlMappings('expensesOtherGlMappings', glMappings?.expenses || [], this.expenseAccountOptions);
this.setOtherGlMappings('incomeOtherGlMappings', glMappings?.income || [], this.incomeAccountOptions);
}
}
private createOtherGlMappingGroup(otherGlMapping: Partial<OtherGlMappingValue> = {}) {
return this.formBuilder.group({
accountName: [
otherGlMapping.accountName || '',
Validators.required
],
glAccountId: [
otherGlMapping.glAccountId || '',
Validators.required
]
});
}
getOtherGlMappingsArray(controlName: string): UntypedFormArray {
return this.DailyDepositSchemeProductAccountingForm.get(controlName) as UntypedFormArray;
}
private setOtherGlMappings(controlName: string, otherGlMappings: any[], options: GLAccount[]) {
const arr = this.getOtherGlMappingsArray(controlName);
arr.clear();
(otherGlMappings || []).forEach((m) => {
arr.push(
this.createOtherGlMappingGroup({
accountName: m.accountName,
glAccountId: m.glAccountId || options.find((o) => o.glCode === m.glCode)?.id || null
})
);
});
}
addOtherGlMapping(controlName: string) {
this.getOtherGlMappingsArray(controlName).push(this.createOtherGlMappingGroup());
}
removeOtherGlMapping(controlName: string, index: number) {
this.getOtherGlMappingsArray(controlName).removeAt(index);
}
getOtherGlMappingControl(controlName: string, index: number, fieldName: string): UntypedFormControl {
return this.getOtherGlMappingsArray(controlName).at(index).get(fieldName) as UntypedFormControl;
}
private clearOtherGlMappings() {
[
'assetsOtherGlMappings',
'liabilitiesOtherGlMappings',
'expensesOtherGlMappings',
'incomeOtherGlMappings'
].forEach((c) => this.getOtherGlMappingsArray(c).clear());
}
private getOtherGlMappings() {
const map = (controlName: string, options: GLAccount[]) =>
this.getOtherGlMappingsArray(controlName)
.value.filter((item: OtherGlMappingValue) => !!item.accountName || !!item.glAccountId)
.map((item: OtherGlMappingValue) => ({
accountName: item.accountName,
glCode: options.find((o) => o.id === item.glAccountId)?.glCode || ''
}))
.filter((item: { accountName: string; glCode: string }) => !!item.accountName || !!item.glCode);
const otherGlMappings = {
assets: map('assetsOtherGlMappings', this.assetAccountOptions),
liabilities: map('liabilitiesOtherGlMappings', this.liabilityAccountOptions),
expenses: map('expensesOtherGlMappings', this.expenseAccountOptions),
income: map('incomeOtherGlMappings', this.incomeAccountOptions)
};
return Object.values(otherGlMappings).some((v) => v.length) ? otherGlMappings : null;
}
private setDormancyControl() {
this.isDormancyTrackingActive?.valueChanges?.subscribe(() => {
this.syncAccountingControls(this.DailyDepositSchemeProductAccountingForm.value.accountingRule);
});
}
isDormancyTrackingEnabled(): boolean {
return this.isDormancyTrackingActive?.value ?? this.isDormancyTrackingActive ?? false;
}
private syncAccountingControls(accountingRule: number) {
const setRequired = (name: string, required: boolean) => {
const ctrl = this.DailyDepositSchemeProductAccountingForm.get(name);
if (!ctrl) return;
if (required) {
ctrl.setValidators(Validators.required);
} else {
ctrl.clearValidators();
}
ctrl.updateValueAndValidity({ emitEvent: false });
};
const cashOrAccrual = this.accounting.isCashOrAccrualAccountingRuleId(accountingRule);
const accrualOnly = this.accounting.isAccrualAccountingRuleId(accountingRule);
setRequired('savingsReferenceAccountId', cashOrAccrual);
setRequired('savingsControlAccountId', cashOrAccrual);
setRequired('transfersInSuspenseAccountId', cashOrAccrual);
setRequired('interestOnSavingsAccountId', cashOrAccrual);
setRequired('incomeFromFeeAccountId', cashOrAccrual);
setRequired('incomeFromPenaltyAccountId', cashOrAccrual);
setRequired('feesReceivableAccountId', accrualOnly);
setRequired('penaltiesReceivableAccountId', accrualOnly);
setRequired('interestPayableAccountId', accrualOnly);
setRequired('escheatLiabilityId', cashOrAccrual && this.isDormancyTrackingEnabled());
if (!cashOrAccrual) {
this.clearOtherGlMappings();
}
}
buildAccountingSectionConfigs() {
this.accountingSectionConfigs = [
{
key: 'assets',
title: 'Assets',
pillLabel: 'Asset',
pillClass: 'green',
rows: [
{
key: 'savingsReferenceAccountId',
label: 'Savings Reference Account',
inputLabel: 'Savings reference account',
controlName: 'savingsReferenceAccountId',
options: this.assetAccountOptions,
required: true
},
{
key: 'feesReceivableAccountId',
label: 'Fees Receivable Account',
inputLabel: 'Fees receivable account',
controlName: 'feesReceivableAccountId',
options: this.assetAccountOptions,
accrualOnly: true
},
{
key: 'penaltiesReceivableAccountId',
label: 'Penalties Receivable Account',
inputLabel: 'Penalties receivable account',
controlName: 'penaltiesReceivableAccountId',
options: this.assetAccountOptions,
accrualOnly: true
}
],
otherMappingsControlName: 'assetsOtherGlMappings',
otherAccountOptions: this.assetAccountOptions
},
{
key: 'liabilities',
title: 'Liabilities',
pillLabel: 'Liability',
pillClass: 'green',
rows: [
{
key: 'savingsControlAccountId',
label: 'Savings Control Account',
inputLabel: 'Savings control account',
controlName: 'savingsControlAccountId',
options: this.liabilityAccountOptions,
required: true
},
{
key: 'transfersInSuspenseAccountId',
label: 'Transfers In Suspense Account',
inputLabel: 'Transfers in suspense account',
controlName: 'transfersInSuspenseAccountId',
options: this.liabilityAccountOptions,
required: true
},
{
key: 'interestPayableAccountId',
label: 'Interest Payable Account',
inputLabel: 'Interest payable account',
controlName: 'interestPayableAccountId',
options: this.liabilityAccountOptions,
accrualOnly: true
},
{
key: 'escheatLiabilityId',
label: 'Escheat Liability Account',
inputLabel: 'Escheat liability account',
controlName: 'escheatLiabilityId',
options: this.liabilityAccountOptions,
dormancyOnly: true
}
],
otherMappingsControlName: 'liabilitiesOtherGlMappings',
otherAccountOptions: this.liabilityAccountOptions
},
{
key: 'expenses',
title: 'Expenses',
pillLabel: 'Expense',
pillClass: 'amber',
rows: [
{
key: 'interestOnSavingsAccountId',
label: 'Interest On Savings Account',
inputLabel: 'Interest on savings account',
controlName: 'interestOnSavingsAccountId',
options: this.expenseAccountOptions,
required: true
}
],
otherMappingsControlName: 'expensesOtherGlMappings',
otherAccountOptions: this.expenseAccountOptions
},
{
key: 'income',
title: 'Income',
pillLabel: 'Income',
pillClass: 'blue',
rows: [
{
key: 'incomeFromFeeAccountId',
label: 'Income From Fees',
inputLabel: 'Income from fees',
controlName: 'incomeFromFeeAccountId',
options: this.incomeAccountOptions,
required: true
},
{
key: 'incomeFromPenaltyAccountId',
label: 'Income From Penalties',
inputLabel: 'Income from penalties',
controlName: 'incomeFromPenaltyAccountId',
options: this.incomeAccountOptions,
required: true
}
],
otherMappingsControlName: 'incomeOtherGlMappings',
otherAccountOptions: this.incomeAccountOptions
}
];
}
get DailyDepositSchemeProductAccounting() {
const {
assetsOtherGlMappings,
liabilitiesOtherGlMappings,
expensesOtherGlMappings,
incomeOtherGlMappings,
...accounting
} = this.DailyDepositSchemeProductAccountingForm.value;
const otherGlMappings = this.getOtherGlMappings();
return { ...accounting, ...(otherGlMappings ? { otherGlMappings } : {}) };
}
isCashOrAccrualAccounting(): boolean {
return this.accounting.isCashOrAccrualAccountingRuleId(
this.DailyDepositSchemeProductAccountingForm.value.accountingRule
);
}
isAccrualAccounting(): boolean {
return this.accounting.isAccrualAccountingRuleId(this.DailyDepositSchemeProductAccountingForm.value.accountingRule);
}
}
@@ -0,0 +1,85 @@
<!--
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="rdpch-section">
<div class="rdpch-section__header">
<i class="fa fa-file-invoice-dollar"></i>
<h3>{{ 'labels.heading.Charges' | translate }}</h3>
</div>
<div class="rdpch-section__body">
<div class="rdpch-add-row">
<mat-form-field appearance="outline" class="rdpch-add-row__select">
<mat-label>{{ 'labels.inputs.Charge' | translate }}</mat-label>
<mat-select #charge>
@for (charge of chargeData | chargesFilter: chargesDataSource : currencyCode.value; track charge) {
<mat-option [value]="charge">
{{ charge.name }}
</mat-option>
}
</mat-select>
</mat-form-field>
<button
type="button"
mat-raised-button
color="primary"
class="rdpch-add-btn"
(click)="addCharge(charge)"
[disabled]="!charge.value"
>
<fa-icon icon="plus" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Add' | translate }}
</button>
</div>
@if (chargesDataSource.length > 0) {
<div class="rdpch-table-wrapper">
<table mat-table [dataSource]="chargesDataSource">
<ng-container matColumnDef="name">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Name' | translate }}</th>
<td mat-cell *matCellDef="let charge">
{{ charge.name + ', ' + charge.currency.displaySymbol }}
</td>
</ng-container>
<ng-container matColumnDef="chargeCalculationType">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Type' | translate }}</th>
<td mat-cell *matCellDef="let charge">
{{ charge.chargeCalculationType.value }}
</td>
</ng-container>
<ng-container matColumnDef="amount">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Amount' | translate }}</th>
<td mat-cell *matCellDef="let charge">
{{ charge.amount }}
</td>
</ng-container>
<ng-container matColumnDef="chargeTimeType">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Collected On' | translate }}</th>
<td mat-cell *matCellDef="let charge">
{{ charge.chargeTimeType.value }}
</td>
</ng-container>
<ng-container matColumnDef="action">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Actions' | translate }}</th>
<td mat-cell *matCellDef="let charge">
<button mat-icon-button color="warn" (click)="deleteCharge(charge)">
<fa-icon icon="trash"></fa-icon>
</button>
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
<tr mat-row *matRowDef="let row; columns: displayedColumns"></tr>
</table>
</div>
}
</div>
</div>
@@ -0,0 +1,69 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.rdpch-section {
border: 1px solid #e2e8f0;
border-radius: 10px;
overflow: hidden;
background: #fff;
&__header {
display: flex;
align-items: center;
gap: 10px;
padding: 12px 24px;
background: #f8f9fa;
border-bottom: 1px solid #e8eaed;
i {
font-size: 14px;
color: #0ea5e9;
}
h3 {
margin: 0;
font-size: 14px;
font-weight: 600;
color: #202124;
}
}
&__body {
padding: 16px 24px;
}
}
.rdpch-add-row {
display: flex;
align-items: center;
gap: 16px;
flex-wrap: wrap;
&__select {
flex: 1;
min-width: 200px;
}
}
.rdpch-add-btn {
height: 36px;
border-radius: 8px;
font-size: 13px;
font-weight: 600;
}
.rdpch-table-wrapper {
border: 1px solid #e2e8f0;
border-radius: 8px;
overflow: hidden;
margin-top: 12px;
table {
width: 100%;
}
}
@@ -0,0 +1,103 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, Input, OnInit, inject } from '@angular/core';
import { UntypedFormControl } from '@angular/forms';
import { MatDialog } from '@angular/material/dialog';
import { TranslateService } from '@ngx-translate/core';
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
import { MatButton, MatIconButton } from '@angular/material/button';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import {
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
} from '@angular/material/table';
import { ChargesFilterPipe } from '../../../../pipes/charges-filter.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@Component({
selector: 'mifosx-daily-deposit-scheme-product-charges-step',
templateUrl: './daily-deposit-scheme-product-charges-step.component.html',
styleUrls: ['./daily-deposit-scheme-product-charges-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FaIconComponent,
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatIconButton,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow,
ChargesFilterPipe
]
})
export class DailyDepositSchemeProductChargesStepComponent implements OnInit {
dialog = inject(MatDialog);
private translateService = inject(TranslateService);
@Input() DailyDepositSchemeProductsTemplate: any;
@Input() currencyCode: UntypedFormControl;
chargeData: any;
chargesDataSource: {}[];
displayedColumns: string[] = [
'name',
'chargeCalculationType',
'amount',
'chargeTimeType',
'action'
];
ngOnInit() {
this.chargeData = this.DailyDepositSchemeProductsTemplate.chargeOptions;
if (!(this.DailyDepositSchemeProductsTemplate === undefined) && this.DailyDepositSchemeProductsTemplate.id) {
this.chargesDataSource = this.DailyDepositSchemeProductsTemplate.charges;
} else {
this.chargesDataSource = [];
}
this.currencyCode.valueChanges.subscribe(() => (this.chargesDataSource = []));
}
addCharge(charge: any) {
this.chargesDataSource = this.chargesDataSource.concat([charge.value]);
charge.value = '';
}
deleteCharge(charge: any) {
const deleteChargeDialogRef = this.dialog.open(DeleteDialogComponent, {
data: { deleteContext: this.translateService.instant('labels.inputs.Charge') + ' ' + charge.name }
});
deleteChargeDialogRef.afterClosed().subscribe((response: any) => {
if (response.delete) {
this.chargesDataSource.splice(this.chargesDataSource.indexOf(charge), 1);
this.chargesDataSource = this.chargesDataSource.concat([]);
}
});
}
get DailyDepositSchemeProductCharges() {
return {
charges: this.chargesDataSource
};
}
}
@@ -0,0 +1,89 @@
<!--
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/.
-->
<form [formGroup]="DailyDepositSchemeProductCurrencyForm">
<div class="rdpc-section">
<div class="rdpc-section__header">
<i class="fas fa-coins"></i>
<span>Currency &amp; Account Status Configuration</span>
</div>
<div class="rdpc-body">
<div class="rdpc-grid">
<mat-form-field appearance="outline" class="rdpc-field">
<mat-label>{{ 'labels.inputs.Currency' | translate }}</mat-label>
<mat-select
formControlName="currencyCode"
matTooltip="{{ 'tooltips.The currency in which the deposit will be disbursed' | translate }}"
required
>
@for (currency of currencyData; track currency) {
<mat-option [value]="currency.code">
{{ currency.name }}
</mat-option>
}
</mat-select>
<mat-hint>Default: Indian Rupee - auto-set for domestic products</mat-hint>
<mat-error>
{{ 'labels.inputs.Currency' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</mat-form-field>
<mat-form-field appearance="outline" class="rdpc-field">
<mat-label>{{ 'labels.inputs.Decimal Places' | translate }}</mat-label>
<mat-select
formControlName="digitsAfterDecimal"
matTooltip="{{ 'tooltips.Decimal places to be used to track and report' | translate }}"
required
>
@for (places of decimalPlacesData; track places) {
<mat-option [value]="places">{{ places }}</mat-option>
}
</mat-select>
<mat-error>
{{ 'labels.inputs.Decimal Places' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</mat-form-field>
</div>
<div class="rdpc-alert">
<div class="rdpc-alert__content">
<h4>Dormancy Alert</h4>
<p>Enable automated notifications when an account becomes inactive based on product rules.</p>
</div>
<mat-radio-group class="rdpc-alert__choices" formControlName="dormancyAlert">
<mat-radio-button [value]="true">yes</mat-radio-button>
<mat-radio-button [value]="false">no</mat-radio-button>
</mat-radio-group>
</div>
<div class="rdpc-alert">
<div class="rdpc-alert__content">
<h4>Nomination Facility</h4>
<p>Allow account holders to designate individuals to receive funds in the event of account holder's death.</p>
</div>
<mat-radio-group class="rdpc-alert__choices" formControlName="nominationFacility">
<mat-radio-button [value]="true">yes</mat-radio-button>
<mat-radio-button [value]="false">no</mat-radio-button>
</mat-radio-group>
</div>
<div class="rdpc-alert">
<div class="rdpc-alert__content">
<h4>Auto Debit Facility</h4>
<p>Enable automatic deduction of funds for recurring payments, utility bills, or EMI obligations.</p>
</div>
<mat-radio-group class="rdpc-alert__choices" formControlName="autoDebitFacility">
<mat-radio-button [value]="true">yes</mat-radio-button>
<mat-radio-button [value]="false">no</mat-radio-button>
</mat-radio-group>
</div>
</div>
</div>
</form>

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