Compare commits

..
137 changed files with 4855 additions and 5350 deletions
@@ -119,7 +119,7 @@
<button
mat-raised-button
color="primary"
[disabled]="!glAccountForm.valid"
[disabled]="!glAccountForm.valid || submitting"
*mifosxHasPermission="'CREATE_GLACCOUNT'"
>
{{ 'labels.buttons.Submit' | translate }}
@@ -14,6 +14,7 @@ import { MatDialog } from '@angular/material/dialog';
/** Custom Services */
import { AccountingService } from '../../accounting.service';
import { AlertService } from 'app/core/alert/alert.service';
import { PopoverService } from '../../../configuration-wizard/popover/popover.service';
import { ConfigurationWizardService } from '../../../configuration-wizard/configuration-wizard.service';
@@ -42,6 +43,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateGlAccountComponent implements OnInit, AfterViewInit {
private formBuilder = inject(UntypedFormBuilder);
private accountingService = inject(AccountingService);
private alertService = inject(AlertService);
private route = inject(ActivatedRoute);
private router = inject(Router);
private configurationWizardService = inject(ConfigurationWizardService);
@@ -50,6 +52,8 @@ export class CreateGlAccountComponent implements OnInit, AfterViewInit {
/** GL account form. */
glAccountForm: UntypedFormGroup;
/** Submitting state to prevent duplicate submissions. */
submitting = false;
/** Chart of accounts data. */
chartOfAccountsData: any;
/** Account type data. */
@@ -166,24 +170,40 @@ export class CreateGlAccountComponent implements OnInit, AfterViewInit {
/**
* Submits the gl account form and creates gl account,
* if successful redirects to view created account.
* if successful redirects to view created account or back to list if awaiting approval.
*/
submit() {
if (this.glAccountForm.invalid) {
if (this.glAccountForm.invalid || this.submitting) {
return;
}
this.accountingService.createGlAccount(this.glAccountForm.value).subscribe((response: any) => {
if (this.configurationWizardService.showChartofAccounts) {
this.configurationWizardService.showChartofAccounts = false;
this.openDialog();
} else {
this.router.navigate(
[
'../view',
response.resourceId
],
{ relativeTo: this.route }
);
this.submitting = true;
this.accountingService.createGlAccount(this.glAccountForm.value).subscribe({
next: (response: any) => {
if (response?.resourceId) {
if (this.configurationWizardService.showChartofAccounts) {
this.configurationWizardService.showChartofAccounts = false;
this.openDialog();
} else {
this.router.navigate(
[
'../view',
response.resourceId
],
{ relativeTo: this.route }
);
}
} else if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'GL Account submitted successfully for approval.'
});
this.router.navigate([this.cancelRoute], { relativeTo: this.route });
} else {
this.router.navigate([this.cancelRoute], { relativeTo: this.route });
}
},
error: () => {
this.submitting = 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 {
+1 -1
View File
@@ -16,7 +16,7 @@ import { Observable, of, throwError } from 'rxjs';
import { switchMap } from 'rxjs/operators';
import { map, catchError } from 'rxjs/operators';
import { environment } from 'environments/environment';
import { environment } from '../../environments/environment';
import { dataUrlToFile } from 'app/shared/utils/data-url.util';
/**
@@ -11,7 +11,7 @@ import { UntypedFormGroup } from '@angular/forms';
import { Subject } from 'rxjs';
import { debounceTime, distinctUntilChanged, filter, switchMap, takeUntil, timeout, catchError } from 'rxjs/operators';
import { of } from 'rxjs';
import { environment } from 'environments/environment';
import { environment } from '../../../environments/environment';
import { ClientsService } from '../clients.service';
import {
EXTERNAL_ID_STATUS_KEYS,
@@ -0,0 +1,228 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject, OnDestroy } from '@angular/core';
import { Router, ActivatedRoute } from '@angular/router';
import { fromEvent, Subscription, BehaviorSubject } from 'rxjs';
import { KeyboardShortcutsConfiguration } from '../../keyboards-shortcut-config';
import { AuthenticationService } from '../authentication/authentication.service';
import { UserPreferenceService } from './user-preference.service';
import { DocumentationLinksService } from '../../shared/services/documentation-links.service';
export interface ShortcutItem {
title: string;
ctrlKey: boolean;
shiftKey: boolean;
altKey: boolean;
key: string;
route: string;
id?: string;
custom?: boolean;
action?: string;
}
@Injectable({
providedIn: 'root'
})
export class KeyboardShortcutService implements OnDestroy {
private router = inject(Router);
private activatedRoute = inject(ActivatedRoute);
private authenticationService = inject(AuthenticationService);
private userPreferenceService = inject(UserPreferenceService);
private documentationLinks = inject(DocumentationLinksService);
private keydownSubscription: Subscription;
private activeShortcutsSubject = new BehaviorSubject<ShortcutItem[]>([]);
public activeShortcuts$ = this.activeShortcutsSubject.asObservable();
constructor() {
this.keydownSubscription = fromEvent<KeyboardEvent>(window, 'keydown').subscribe((event) => {
this.handleKeydown(event);
});
}
ngOnDestroy(): void {
if (this.keydownSubscription) {
this.keydownSubscription.unsubscribe();
}
}
public initShortcuts(): void {
const credentials = this.authenticationService.getCredentials();
if (!credentials || !credentials.userId) {
this.loadDefaults();
return;
}
this.userPreferenceService.getPreference(credentials.userId, 'keyboard_shortcuts').subscribe({
next: (data) => {
if (data && data.value) {
try {
const parsed = JSON.parse(data.value);
if (Array.isArray(parsed)) {
parsed.forEach((shortcut: ShortcutItem) => {
if (shortcut.custom && shortcut.action === 'navigate' && shortcut.route) {
shortcut.route = this.normalizeRouteStr(shortcut.route);
}
});
}
this.activeShortcutsSubject.next(parsed);
} catch (e) {
console.error('Error parsing shortcuts', e);
this.loadDefaults();
}
} else {
this.loadDefaults();
}
},
error: () => {
this.loadDefaults();
}
});
}
public loadDefaults(): void {
const config = new KeyboardShortcutsConfiguration();
this.activeShortcutsSubject.next(config.buttonsArray);
}
public updateShortcuts(shortcuts: ShortcutItem[]): void {
const credentials = this.authenticationService.getCredentials();
if (credentials && credentials.userId) {
const cleanedShortcuts = shortcuts.map((s) => {
const clean: any = {
title: s.title,
ctrlKey: s.ctrlKey,
shiftKey: s.shiftKey,
altKey: s.altKey,
key: s.key,
route: s.route
};
if (s.id !== undefined) clean.id = s.id;
if (s.custom !== undefined) clean.custom = s.custom;
if (s.action !== undefined) clean.action = s.action;
return clean;
});
this.userPreferenceService
.updatePreference(credentials.userId, 'keyboard_shortcuts', JSON.stringify(cleanedShortcuts))
.subscribe(() => {
this.activeShortcutsSubject.next(shortcuts);
});
} else {
this.activeShortcutsSubject.next(shortcuts);
}
}
public resetToDefaults(): void {
const credentials = this.authenticationService.getCredentials();
const config = new KeyboardShortcutsConfiguration();
if (credentials && credentials.userId) {
this.userPreferenceService
.updatePreference(credentials.userId, 'keyboard_shortcuts', JSON.stringify(config.buttonsArray))
.subscribe(() => {
this.activeShortcutsSubject.next(config.buttonsArray);
});
} else {
this.activeShortcutsSubject.next(config.buttonsArray);
}
}
private handleKeydown(event: KeyboardEvent): void {
const activeShortcuts = this.activeShortcutsSubject.getValue();
const routeD = activeShortcuts.find(
(x) =>
x.ctrlKey === event.ctrlKey &&
x.shiftKey === event.shiftKey &&
x.altKey === event.altKey &&
x.key.toLowerCase() === event.key.toLowerCase()
);
if (routeD !== undefined) {
event.preventDefault(); // Prevent default browser actions for matched shortcuts
if (routeD.custom) {
if (routeD.action === 'navigate' && routeD.route) {
this.router.navigate([routeD.route]);
}
} else {
switch (routeD.id) {
case 'logout':
this.authenticationService.logout().subscribe(() => this.router.navigate(['/login'], { replaceUrl: true }));
break;
case 'help':
this.documentationLinks.open('userManual');
break;
case 'runReport':
const runReportElement = document.getElementById('runReport');
if (runReportElement) runReportElement.click();
break;
case 'cancel':
const cancelEl = document.querySelector('[data-shortcut-action="cancel"]') as HTMLElement;
if (cancelEl) {
cancelEl.click();
} else {
const cancelButtons = Array.from(document.querySelectorAll('button')).filter(
(el) => el.textContent && el.textContent.trim() === 'Cancel'
);
if (cancelButtons.length > 0) cancelButtons[0].click();
}
break;
case 'submit':
const submitEl = document.querySelector('[data-shortcut-action="submit"]') as HTMLElement;
if (submitEl) {
submitEl.click();
} else {
const submitButtons = Array.from(document.querySelectorAll('button')).filter(
(el) => el.textContent && el.textContent.trim() === 'Submit'
);
if (submitButtons.length > 0) submitButtons[0].click();
}
break;
default:
this.router.navigate([routeD.route], { relativeTo: this.activatedRoute });
}
}
}
}
public normalizeRouteStr(route: string | undefined | null): string {
if (!route) return '';
let r = route.trim();
try {
if (r.startsWith('http://') || r.startsWith('https://')) {
const url = new URL(r);
if (url.hash && url.hash.startsWith('#')) {
let path = url.hash.substring(1);
if (!path.startsWith('/')) {
path = '/' + path;
}
return path;
}
return url.pathname + url.search;
}
} catch (e) {
// Ignore
}
if (r.includes('#/')) {
r = r.substring(r.indexOf('#/') + 1);
}
if (/^[a-zA-Z0-9]+:/.test(r)) {
return '/';
}
if (!r.startsWith('/')) {
r = '/' + r;
}
return r;
}
}
@@ -0,0 +1,161 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject, OnDestroy } from '@angular/core';
import { Router, NavigationEnd } from '@angular/router';
import { Title } from '@angular/platform-browser';
import { MatSnackBar } from '@angular/material/snack-bar';
import { MatDialog } from '@angular/material/dialog';
import { AuthenticationService } from '../authentication/authentication.service';
import { KeyboardShortcutService } from './keyboard-shortcut.service';
import { UserPreferenceService } from './user-preference.service';
import { KeyboardShortcutsDialogComponent } from '../../shared/keyboard-shortcuts-dialog/keyboard-shortcuts-dialog.component';
import { filter, take } from 'rxjs/operators';
import { Subscription } from 'rxjs';
@Injectable({
providedIn: 'root'
})
export class ShortcutSuggestionService implements OnDestroy {
private router = inject(Router);
private titleService = inject(Title);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
private authenticationService = inject(AuthenticationService);
private keyboardShortcutService = inject(KeyboardShortcutService);
private userPreferenceService = inject(UserPreferenceService);
private readonly FREQUENCY_THRESHOLD = 5;
private readonly PREF_KEY = 'shortcut_suggestions_state';
private routerSubscription!: Subscription;
private state: { dismissed: string[] } = { dismissed: [] };
private get userId(): number | null {
const creds = this.authenticationService.getCredentials();
return creds ? creds.userId : null;
}
private getVisitsKey(): string {
return `route_visits_${this.userId}`;
}
private getVisits(): Record<string, number> {
const key = this.getVisitsKey();
if (!key) return {};
const val = localStorage.getItem(key);
return val ? JSON.parse(val) : {};
}
private saveVisits(visits: Record<string, number>) {
const key = this.getVisitsKey();
if (key) {
localStorage.setItem(key, JSON.stringify(visits));
}
}
private isSuggestionOpen = false;
public init() {
const uid = this.userId;
if (uid) {
this.userPreferenceService.getPreference(uid, this.PREF_KEY).subscribe({
next: (data) => {
if (data && data.value) {
try {
this.state = JSON.parse(data.value);
if (!this.state.dismissed) this.state.dismissed = [];
} catch (e) {
this.state = { dismissed: [] };
}
}
},
error: () => {}
});
}
this.routerSubscription = this.router.events
.pipe(filter((event) => event instanceof NavigationEnd))
.subscribe((event: any) => {
this.handleNavigation(event.urlAfterRedirects);
});
}
private handleNavigation(url: string) {
if (!this.userId) return;
let path = url.split('?')[0];
path = this.keyboardShortcutService.normalizeRouteStr(path);
const visits = this.getVisits();
visits[path] = (visits[path] || 0) + 1;
this.saveVisits(visits);
}
public getUsageData(): { route: string; pageName: string; visits: number; hasShortcut: boolean }[] {
const visits = this.getVisits();
const result: { route: string; pageName: string; visits: number; hasShortcut: boolean }[] = [];
// Get current shortcuts (sync)
let currentShortcuts: any[] = [];
this.keyboardShortcutService.activeShortcuts$.pipe(take(1)).subscribe((s) => (currentShortcuts = s));
for (const route of Object.keys(visits)) {
const count = visits[route];
const hasShortcut = currentShortcuts.some(
(s) =>
(s.custom && s.action === 'navigate' && this.keyboardShortcutService.normalizeRouteStr(s.route) === route) ||
(!s.custom && this.keyboardShortcutService.normalizeRouteStr(s.route) === route)
);
let pageName = route.split('/').pop() || route;
// Capitalize and clean
pageName = pageName.replace(/-/g, ' ');
pageName = pageName.charAt(0).toUpperCase() + pageName.slice(1);
result.push({ route, pageName, visits: count, hasShortcut });
}
return result.sort((a, b) => b.visits - a.visits);
}
public markAsDismissed(route: string) {
if (!this.state.dismissed.includes(route)) {
this.state.dismissed.push(route);
const uid = this.userId;
if (uid) {
this.userPreferenceService.updatePreference(uid, this.PREF_KEY, JSON.stringify(this.state)).subscribe();
}
}
}
public openCreateShortcutDialog(pageName: string, route: string) {
this.dialog
.open(KeyboardShortcutsDialogComponent, {
data: {
prefill: {
title: pageName,
route: route,
action: 'navigate'
}
}
})
.afterClosed()
.subscribe((saved) => {
if (saved) {
this.markAsDismissed(route);
}
});
}
ngOnDestroy() {
if (this.routerSubscription) {
this.routerSubscription.unsubscribe();
}
}
}
@@ -0,0 +1,28 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject } from '@angular/core';
import { HttpClient } from '@angular/common/http';
import { Observable } from 'rxjs';
@Injectable({
providedIn: 'root'
})
export class UserPreferenceService {
private http = inject(HttpClient);
getPreference(userId: number, preferenceName: string): Observable<{ name: string; value: string }> {
const timestamp = new Date().getTime();
return this.http.get<{ name: string; value: string }>(
`/users/${userId}/preferences/${preferenceName}?_t=${timestamp}`
);
}
updatePreference(userId: number, preferenceName: string, value: string): Observable<{ name: string; value: string }> {
return this.http.put<{ name: string; value: string }>(`/users/${userId}/preferences/${preferenceName}`, { value });
}
}
@@ -33,7 +33,6 @@
<mifosx-fixed-deposit-account-details-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountTemplate"
(fixedDepositsAccountProductTemplate)="setTemplate($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) {
@@ -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>}
@@ -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,
@@ -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.
+20 -19
View File
@@ -31,7 +31,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'n',
route: 'navigation'
route: 'navigation',
id: 'navigation_page'
},
// Run Report - ctrl + t
{
@@ -50,17 +51,9 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'i',
route: 'checker-inbox-and-tasks/checker-inbox'
route: 'checker-inbox-and-tasks/checker-inbox',
id: 'checker_inbox'
},
// Collection Sheet- ctrl + alt + o
// {
// title: 'Collection Sheet',
// ctrlKey: true,
// shiftKey: false,
// altKey: true,
// key: 'o',
// route: ''
// },
// Create Client - ctrl + c
{
title: 'Create Client',
@@ -68,7 +61,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: true,
key: 'c',
route: 'clients/create'
route: 'clients/create',
id: 'create_client'
},
// Create Group - ctrl + g
{
@@ -77,7 +71,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'g',
route: 'groups/create'
route: 'groups/create',
id: 'create_group'
},
// Create Center - ctrl + q
{
@@ -86,7 +81,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'q',
route: 'centers/create'
route: 'centers/create',
id: 'create_center'
},
// Frequent Posting - ctrl + f
{
@@ -95,7 +91,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'f',
route: 'accounting/journal-entries/frequent-postings'
route: 'accounting/journal-entries/frequent-postings',
id: 'frequent_posting'
},
// Closure Entries - ctrl + e
{
@@ -104,7 +101,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'e',
route: 'accounting/closing-entries'
route: 'accounting/closing-entries',
id: 'closure_entries'
},
// Journal Entry - ctrl + j
{
@@ -113,7 +111,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'j',
route: 'accounting/journal-entries/create'
route: 'accounting/journal-entries/create',
id: 'journal_entry'
},
// Reports - ctrl + r
{
@@ -122,7 +121,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'r',
route: 'reports'
route: 'reports',
id: 'reports_page'
},
// Accounting - ctrl + a
{
@@ -131,7 +131,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: true,
key: 'a',
route: 'accounting'
route: 'accounting',
id: 'accounting_page'
},
// Save/Submit Forms - ctrl + s
{
+4
View File
@@ -59,6 +59,10 @@ export class DateFormatPipe implements PipeTransform, OnDestroy {
if (Array.isArray(value)) {
// Backend sometimes returns [yyyy, MM, dd]
dateVal = moment(value.join('-'), 'YYYY-MM-DD');
} else if (typeof value === 'number' && value < 1e12) {
// Unix timestamp in seconds (e.g. /makercheckers madeOnDate).
// moment(seconds) would treat it as milliseconds → 1970; use moment.unix() instead.
dateVal = moment.unix(value);
} else {
dateVal = moment(value);
}
@@ -20,6 +20,7 @@ import { Router, ActivatedRoute, RouterLink } from '@angular/router';
/** Custom Services */
import { ProductsService } from '../../products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Dates } from 'app/core/utils/dates';
import { minNumberValueValidator } from 'app/shared/validators/min-number-value.validator';
import { maxNumberValueValidator } from 'app/shared/validators/max-number-value.validator';
@@ -45,6 +46,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateChargeComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private route = inject(ActivatedRoute);
private router = inject(Router);
private dateUtils = inject(Dates);
@@ -352,8 +354,16 @@ export class CreateChargeComponent implements OnInit {
if (!data.maxCap) {
delete data.maxCap;
}
this.productsService.createCharge(data).subscribe((response: any) => {
this.router.navigate(['../'], { relativeTo: this.route });
this.productsService.createCharge(data).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Charge submitted successfully for approval.'
});
}
this.router.navigate(['../'], { relativeTo: this.route });
}
});
}
}
@@ -14,6 +14,7 @@ import { ActivatedRoute, Router, RouterLink } from '@angular/router';
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { maxNumberValueValidator } from 'app/shared/validators/max-number-value.validator';
import { minNumberValueValidator } from 'app/shared/validators/min-number-value.validator';
import { ValidateOnFocusDirective } from '../../../directives/validate-on-focus.directive';
@@ -37,6 +38,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
})
export class EditChargeComponent implements OnInit {
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private formBuilder = inject(UntypedFormBuilder);
private route = inject(ActivatedRoute);
private router = inject(Router);
@@ -222,8 +224,16 @@ export class EditChargeComponent implements OnInit {
if (!charges.maxCap) {
delete charges.maxCap;
}
this.productsService.updateCharge(this.chargeData.id.toString(), charges).subscribe((response: any) => {
this.router.navigate(['../'], { relativeTo: this.route });
this.productsService.updateCharge(this.chargeData.id.toString(), charges).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Charge update submitted successfully for approval.'
});
}
this.router.navigate(['../'], { relativeTo: this.route });
}
});
}
}
@@ -18,6 +18,7 @@ import { CurrentProductAccountingStepComponent } from '../current-product-steppe
import { CurrentProductPreviewStepComponent } from '../current-product-stepper/current-product-preview-step/current-product-preview-step.component';
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Accounting } from 'app/core/utils/accounting';
import { MatTabsModule } from '@angular/material/tabs';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -42,6 +43,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateCurrentProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
@@ -144,14 +146,24 @@ export class CreateCurrentProductComponent {
submit() {
const currentProduct = this.prepareCurrentProductPayload();
console.log('Current product submit payload:', currentProduct);
this.productsService.createCurrentProduct(currentProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createCurrentProduct(currentProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Current product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
}
@@ -35,7 +35,7 @@
<p class="empty-text">No slabs defined. Click "Add Slab" to begin.</p>
} @else {
<form [formGroup]="forms[fdType]">
<table mat-table [dataSource]="slabs(fdType).controls" class="slabs-table">
<table mat-table [dataSource]="slabsDataSources[fdType]" class="slabs-table">
<ng-container matColumnDef="srNo">
<th mat-header-cell *matHeaderCellDef>#</th>
<td mat-cell *matCellDef="let row">{{ row.get('srNo').value }}</td>
@@ -139,12 +139,25 @@
</mat-form-field>
</form>
@if (getSlabValidationErrors(fdType).length > 0) {
<div class="validation-errors-box">
<mat-icon color="warn">error_outline</mat-icon>
<div class="error-list">
@for (err of getSlabValidationErrors(fdType); track err) {
<p class="error-item">{{ err }}</p>
}
</div>
</div>
}
<div class="actions-row">
<button
type="button"
mat-raised-button
color="primary"
[disabled]="forms[fdType].invalid || slabs(fdType).length === 0"
[disabled]="
forms[fdType].invalid || slabs(fdType).length === 0 || getSlabValidationErrors(fdType).length > 0
"
(click)="openPreview(fdType)"
>
Preview & Save
@@ -78,6 +78,30 @@
min-width: 200px;
}
/* ── Validation Errors ── */
.validation-errors-box {
display: flex;
align-items: flex-start;
gap: 0.75rem;
padding: 0.75rem 1rem;
background: #fef2f2;
border: 1px solid #fecaca;
border-radius: 6px;
color: #b91c1c;
font-size: 0.875rem;
margin-bottom: 0.5rem;
.error-list {
display: flex;
flex-direction: column;
gap: 0.25rem;
}
.error-item {
margin: 0;
}
}
/* ── Actions ── */
.actions-row {
display: flex;
@@ -7,13 +7,14 @@
*/
import { Component, OnInit, inject } from '@angular/core';
import { FormArray, FormBuilder, FormGroup, Validators } from '@angular/forms';
import { AbstractControl, FormArray, FormBuilder, FormGroup, Validators } from '@angular/forms';
import { DecimalPipe } from '@angular/common';
import { MatTabsModule } from '@angular/material/tabs';
import { MatIconButton } from '@angular/material/button';
import { MatExpansionModule } from '@angular/material/expansion';
import {
MatTable,
MatTableDataSource,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
@@ -26,6 +27,7 @@ import {
} from '@angular/material/table';
import { MatIconModule } from '@angular/material/icon';
import { ProductsService } from 'app/products/products.service';
import { AlertService } from 'app/core/alert/alert.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@Component({
@@ -54,6 +56,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class BaseFdInterestRateChartComponent implements OnInit {
private fb = inject(FormBuilder);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
readonly fdTypes = [
'SINGLE',
@@ -87,6 +90,7 @@ export class BaseFdInterestRateChartComponent implements OnInit {
];
forms: Record<string, FormGroup> = {};
slabsDataSources: Record<string, MatTableDataSource<AbstractControl>> = {};
activeRates: Record<string, any> = {};
historyRates: any[] = [];
@@ -98,6 +102,7 @@ export class BaseFdInterestRateChartComponent implements OnInit {
ngOnInit(): void {
this.fdTypes.forEach((type) => {
this.forms[type] = this.buildForm();
this.slabsDataSources[type] = new MatTableDataSource<AbstractControl>([]);
this.isSaving[type] = false;
this.saveMessage[type] = '';
this.showPreview[type] = false;
@@ -111,15 +116,140 @@ export class BaseFdInterestRateChartComponent implements OnInit {
addSlab(fdType: string): void {
const arr = this.slabs(fdType);
arr.push(this.buildSlabRow({ srNo: arr.length + 1 }));
let nextFrom = 1;
let periodType = this.getDefaultPeriodType(fdType);
if (arr.length > 0) {
const lastSlab = arr.at(arr.length - 1).value;
periodType = lastSlab.periodTypeEnum ?? periodType;
if (lastSlab.toPeriod != null && lastSlab.toPeriod >= 0) {
nextFrom = Number(lastSlab.toPeriod) + 1;
} else if (lastSlab.fromPeriod != null && lastSlab.fromPeriod >= 0) {
nextFrom = Number(lastSlab.fromPeriod) + 1;
}
}
const desc = this.generateSlabDescription(nextFrom, null, periodType);
arr.push(
this.buildSlabRow({
srNo: arr.length + 1,
description: desc,
periodTypeEnum: periodType,
fromPeriod: nextFrom,
toPeriod: null,
annualInterestRate: 0,
seniorCitizenRate: 0
})
);
this.slabsDataSources[fdType].data = [...arr.controls];
}
removeSlab(fdType: string, index: number): void {
this.slabs(fdType).removeAt(index);
this.slabs(fdType).controls.forEach((c, i) => c.patchValue({ srNo: i + 1 }));
this.slabsDataSources[fdType].data = [...this.slabs(fdType).controls];
}
getDefaultPeriodType(fdType: string): number {
switch (fdType) {
case 'SINGLE':
return 0; // Days
case 'DOUBLE':
return 3; // Years
case 'SPECIAL':
return 2; // Months
default:
return 0;
}
}
generateSlabDescription(from: number, to: number | null, periodTypeEnum: number): string {
const unit = this.getPeriodLabel(periodTypeEnum);
if (to == null) {
return `${from}+ ${unit}`;
}
return `${from} to ${to} ${unit}`;
}
getSlabValidationErrors(fdType: string): string[] {
const errors: string[] = [];
const arr = this.slabs(fdType);
if (!arr || arr.length === 0) {
return errors;
}
const slabs = arr.controls.map((c) => c.value);
const expectedPeriodType = slabs[0].periodTypeEnum;
let expectedFrom = 1;
for (let i = 0; i < slabs.length; i++) {
const s = slabs[i];
const slabNum = i + 1;
if (s.periodTypeEnum !== expectedPeriodType) {
errors.push(`Slab #${slabNum}: Period type must be consistent across all slabs.`);
}
if (s.fromPeriod == null || s.fromPeriod < 0) {
errors.push(`Slab #${slabNum}: 'From' period must be a non-negative number.`);
} else if (s.fromPeriod !== expectedFrom) {
if (i === 0) {
errors.push(`Slab #${slabNum}: First slab must start from 1 (found: ${s.fromPeriod}).`);
} else if (s.fromPeriod < expectedFrom) {
errors.push(
`Slab #${slabNum}: Range overlaps with previous slab (expected start: ${expectedFrom}, found: ${s.fromPeriod}).`
);
} else {
errors.push(
`Slab #${slabNum}: Gap detected in range (expected start: ${expectedFrom}, found: ${s.fromPeriod}).`
);
}
}
if (i < slabs.length - 1) {
// Non-final slab
if (s.toPeriod == null) {
errors.push(`Slab #${slabNum}: 'To' period is required for non-final slabs.`);
} else {
if (s.toPeriod < 0) {
errors.push(`Slab #${slabNum}: 'To' period must be non-negative.`);
}
if (s.fromPeriod != null && s.toPeriod < s.fromPeriod) {
errors.push(
`Slab #${slabNum}: 'From' period (${s.fromPeriod}) cannot be greater than 'To' period (${s.toPeriod}).`
);
}
expectedFrom = Number(s.toPeriod) + 1;
}
} else {
// Final slab
if (s.toPeriod != null) {
if (s.toPeriod < 0) {
errors.push(`Slab #${slabNum}: 'To' period must be non-negative.`);
}
if (s.fromPeriod != null && s.toPeriod < s.fromPeriod) {
errors.push(
`Slab #${slabNum}: 'From' period (${s.fromPeriod}) cannot be greater than 'To' period (${s.toPeriod}).`
);
}
}
}
if (s.annualInterestRate == null || s.annualInterestRate < 0) {
errors.push(`Slab #${slabNum}: Annual Interest Rate cannot be negative.`);
}
if (s.seniorCitizenRate != null && s.seniorCitizenRate < 0) {
errors.push(`Slab #${slabNum}: Senior Citizen Rate cannot be negative.`);
}
}
return errors;
}
openPreview(fdType: string): void {
if (this.getSlabValidationErrors(fdType).length > 0) {
return;
}
this.showPreview[fdType] = true;
this.saveMessage[fdType] = '';
}
@@ -129,13 +259,24 @@ export class BaseFdInterestRateChartComponent implements OnInit {
}
confirmSave(fdType: string): void {
if (this.isSaving[fdType]) {
return;
}
this.isSaving[fdType] = true;
const { versionLabel, remarks, slabs } = this.forms[fdType].value;
this.productsService.saveFdBaseInterestRates({ fdType, versionLabel, remarks, slabs }).subscribe({
next: () => {
this.saveMessage[fdType] = 'New version activated. Previous version deactivated.';
this.showPreview[fdType] = false;
next: (response: any) => {
this.isSaving[fdType] = false;
this.showPreview[fdType] = false;
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Base interest rate configuration submitted successfully for approval.'
});
this.saveMessage[fdType] = 'Base interest rate configuration submitted successfully for approval.';
} else {
this.saveMessage[fdType] = 'New version activated. Previous version deactivated.';
}
this.loadAll();
},
error: () => {
@@ -171,6 +312,7 @@ export class BaseFdInterestRateChartComponent implements OnInit {
const arr = this.slabs(type);
arr.clear();
(active?.slabs ?? []).forEach((s: any) => arr.push(this.buildSlabRow(s)));
this.slabsDataSources[type].data = [...arr.controls];
this.forms[type].patchValue({ versionLabel: '', remarks: '' });
},
error: () => {
@@ -33,6 +33,7 @@ import {
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Dates } from 'app/core/utils/dates';
import { Accounting } from 'app/core/utils/accounting';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
@@ -70,6 +71,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateFixedDepositProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
@@ -265,14 +267,24 @@ export class CreateFixedDepositProductComponent {
locale: this.settingsService.language.code
});
delete fixedDepositProduct.advancedAccountingRules;
this.productsService.createFixedDepositProduct(fixedDepositProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createFixedDepositProduct(fixedDepositProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Fixed deposit product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
}
@@ -21,6 +21,7 @@ import { FixedDepositProductAccountingStepComponent } from '../fixed-deposit-pro
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { MatTabsModule } from '@angular/material/tabs';
import {
MatTable,
@@ -70,6 +71,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class EditFixedDepositProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
@@ -280,8 +282,14 @@ export class EditFixedDepositProductComponent {
delete fixedDepositProduct.advancedAccountingRules;
this.productsService
.updateFixedDepositProduct(this.fixedDepositProductsTemplate.id, fixedDepositProduct)
.subscribe((response: any) => {
this.router.navigate(['../'], { relativeTo: this.route });
.subscribe({
next: () => {
this.alertService.alert({
type: 'Success',
message: 'Fixed deposit product update submitted successfully for Checker approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
}
});
}
@@ -21,33 +21,6 @@
<mat-checkbox formControlName="lienMarked">Lien Marked</mat-checkbox>
<mat-checkbox formControlName="withdrawalFeeForTransfers">Apply Withdrawal Fee for Transfers</mat-checkbox>
</div>
<mat-checkbox class="fdps-preclosure-toggle" formControlName="preClosurePenalApplicable">
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
</mat-checkbox>
@if (fixedDepositProductSettingsForm.value.preClosurePenalApplicable) {
<div class="fdps-lockin-fields">
<mat-form-field appearance="outline" class="fdps-field">
<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 appearance="outline" class="fdps-field">
<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>
</div>
}
</div>
</div>
@@ -130,15 +130,6 @@ $gray-900: #202124;
}
}
.fdps-preclosure-toggle {
display: block;
margin: 4px 0 16px;
padding-bottom: 16px;
border-bottom: 1px solid $gray-200;
font-size: 14px;
color: $gray-900;
}
.fdps-layout {
display: grid;
gap: 16px;
@@ -30,7 +30,6 @@ export class FixedDepositProductSettingsStepComponent implements OnInit {
fixedDepositProductSettingsForm: UntypedFormGroup;
lockinPeriodFrequencyTypeData: any;
preClosurePenalInterestOnTypeData: any;
constructor() {
this.createFixedDepositProductSettingsForm();
@@ -38,7 +37,6 @@ export class FixedDepositProductSettingsStepComponent implements OnInit {
ngOnInit() {
this.lockinPeriodFrequencyTypeData = this.fixedDepositProductsTemplate.lockinPeriodFrequencyTypeOptions;
this.preClosurePenalInterestOnTypeData = this.fixedDepositProductsTemplate.preClosurePenalInterestOnTypeOptions;
if (this.fixedDepositProductsTemplate?.id) {
this.fixedDepositProductSettingsForm.patchValue({
@@ -50,9 +48,6 @@ export class FixedDepositProductSettingsStepComponent implements OnInit {
enableLockinPeriod: this.fixedDepositProductsTemplate.enableLockinPeriod ?? false,
lockinPeriodFrequency: this.fixedDepositProductsTemplate.lockinPeriodFrequency ?? '',
lockinPeriodFrequencyType: this.fixedDepositProductsTemplate.lockinPeriodFrequencyType?.id ?? '',
preClosurePenalApplicable: this.fixedDepositProductsTemplate.preClosurePenalApplicable ?? false,
preClosurePenalInterest: this.fixedDepositProductsTemplate.preClosurePenalInterest ?? '',
preClosurePenalInterestOnTypeId: this.fixedDepositProductsTemplate.preClosurePenalInterestOnType?.id ?? '',
maturityInstructions: this.fixedDepositProductsTemplate.maturityInstructions ?? false,
creditMaturityProceeds: this.fixedDepositProductsTemplate.creditMaturityProceeds ?? false,
penaltyGracePeriodMissedInstallments:
@@ -81,12 +76,6 @@ export class FixedDepositProductSettingsStepComponent implements OnInit {
Validators.min(0)
],
lockinPeriodFrequencyType: [''],
preClosurePenalApplicable: [false],
preClosurePenalInterest: [
'',
Validators.min(0)
],
preClosurePenalInterestOnTypeId: [''],
maturityInstructions: [false],
creditMaturityProceeds: [false],
penaltyGracePeriodMissedInstallments: [false],
@@ -21,6 +21,7 @@ import { LoanProductInterestRefundStepComponent } from '../loan-product-stepper/
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { AlertService } from 'app/core/alert/alert.service';
import { LoanProducts } from '../loan-products';
import {
AdvancedPaymentAllocation,
@@ -63,6 +64,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateLoanProductComponent implements OnInit {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private loanProducts = inject(LoanProducts);
private router = inject(Router);
private accounting = inject(Accounting);
@@ -313,14 +315,24 @@ export class CreateLoanProductComponent implements OnInit {
delete loanProduct['daysInYearCustomStrategy'];
}
this.productsService.createLoanProduct(loanProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createLoanProduct(loanProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Loan product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
+5 -5
View File
@@ -76,7 +76,7 @@ export class ProductsService {
/**
* Submitting a savings product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Savings Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingSavingsProductEdits(): Observable<any> {
return this.http.get('/savingsproducts/pending');
@@ -124,7 +124,7 @@ export class ProductsService {
/**
* Submitting a current product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingCurrentProductEdits(): Observable<any> {
return this.http.get('/currentproducts/pending');
@@ -168,7 +168,7 @@ export class ProductsService {
/**
* Submitting a share product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingShareProductEdits(): Observable<any> {
return this.http.get('/products/share/pending');
@@ -313,7 +313,7 @@ export class ProductsService {
/**
* Submitting a fixed deposit product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingFixedDepositProductEdits(): Observable<any> {
return this.http.get('/fixeddepositproducts/pending');
@@ -608,7 +608,7 @@ export class ProductsService {
/**
* Submitting a recurring deposit product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingRecurringDepositProductEdits(): Observable<any> {
return this.http.get('/recurringdepositproducts/pending');
@@ -21,33 +21,6 @@
<mat-checkbox formControlName="lienMarked">Lien Marked</mat-checkbox>
<mat-checkbox formControlName="withdrawalFeeForTransfers">Apply Withdrawal Fee for Transfers</mat-checkbox>
</div>
<mat-checkbox class="rdps-preclosure-toggle" formControlName="preClosurePenalApplicable">
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
</mat-checkbox>
@if (recurringDepositProductSettingsForm.value.preClosurePenalApplicable) {
<div class="rdps-lockin-fields">
<mat-form-field appearance="outline" class="rdps-field">
<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 appearance="outline" class="rdps-field">
<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>
</div>
}
</div>
</div>
@@ -162,12 +162,3 @@ $gray-900: #202124;
}
}
}
.rdps-preclosure-toggle {
display: block;
margin: 4px 0 16px;
padding-bottom: 16px;
border-bottom: 1px solid $gray-200;
font-size: 14px;
color: $gray-900;
}
@@ -28,7 +28,6 @@ export class RecurringDepositProductSettingsStepComponent implements OnInit {
recurringDepositProductSettingsForm: UntypedFormGroup;
lockinPeriodFrequencyTypeData: any;
preClosurePenalInterestOnTypeData: any;
constructor() {
this.createrecurringDepositProductSettingsForm();
@@ -36,7 +35,6 @@ export class RecurringDepositProductSettingsStepComponent implements OnInit {
ngOnInit() {
this.lockinPeriodFrequencyTypeData = this.recurringDepositProductsTemplate.lockinPeriodFrequencyTypeOptions;
this.preClosurePenalInterestOnTypeData = this.recurringDepositProductsTemplate.preClosurePenalInterestOnTypeOptions;
if (this.recurringDepositProductsTemplate?.id) {
this.recurringDepositProductSettingsForm.patchValue({
@@ -48,9 +46,6 @@ export class RecurringDepositProductSettingsStepComponent implements OnInit {
enableLockinPeriod: this.recurringDepositProductsTemplate.enableLockinPeriod ?? false,
lockinPeriodFrequency: this.recurringDepositProductsTemplate.lockinPeriodFrequency ?? '',
lockinPeriodFrequencyType: this.recurringDepositProductsTemplate.lockinPeriodFrequencyType?.id ?? '',
preClosurePenalApplicable: this.recurringDepositProductsTemplate.preClosurePenalApplicable ?? false,
preClosurePenalInterest: this.recurringDepositProductsTemplate.preClosurePenalInterest ?? '',
preClosurePenalInterestOnTypeId: this.recurringDepositProductsTemplate.preClosurePenalInterestOnType?.id ?? '',
maturityInstructions: this.recurringDepositProductsTemplate.maturityInstructions ?? false,
creditMaturityProceeds: this.recurringDepositProductsTemplate.creditMaturityProceeds ?? false,
penaltyGracePeriodMissedInstallments:
@@ -76,9 +71,6 @@ export class RecurringDepositProductSettingsStepComponent implements OnInit {
enableLockinPeriod: [false],
lockinPeriodFrequency: [''],
lockinPeriodFrequencyType: [''],
preClosurePenalApplicable: [false],
preClosurePenalInterest: [''],
preClosurePenalInterestOnTypeId: [''],
maturityInstructions: [false],
creditMaturityProceeds: [false],
penaltyGracePeriodMissedInstallments: [false],
@@ -1,4 +1,4 @@
/**
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
@@ -22,6 +22,7 @@ import { SavingProductAccountingStepComponent } from '../saving-product-stepper/
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Accounting } from 'app/core/utils/accounting';
import { SavingProductPreviewStepComponent } from '../saving-product-stepper/saving-product-preview-step/saving-product-preview-step.component';
import { MatTabsModule } from '@angular/material/tabs';
@@ -47,6 +48,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateSavingProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
@@ -162,14 +164,24 @@ export class CreateSavingProductComponent {
submit() {
const savingProduct = this.prepareSavingProductPayload();
console.log('Saving product submit payload:', savingProduct);
this.productsService.createSavingProduct(savingProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createSavingProduct(savingProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Savings product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
}
@@ -22,6 +22,7 @@ import { ShareProductAccountingStepComponent } from '../share-product-stepper/sh
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Accounting } from 'app/core/utils/accounting';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { ShareProductPreviewStepComponent } from '../share-product-stepper/share-product-preview-step/share-product-preview-step.component';
@@ -49,6 +50,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateShareProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
@@ -143,14 +145,24 @@ export class CreateShareProductComponent {
chargesSelected: this.shareProduct.chargesSelected.map((charge: any) => ({ id: charge.id })),
locale: this.settingsService.language.code // locale required for digitsAfterDecimal
};
this.productsService.createShareProduct(shareProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createShareProduct(shareProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Share product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
}
@@ -28,7 +28,7 @@
}
</div>
</div>
<div style="display: flex; gap: 10px; flex-shrink: 0">
<div class="pv-hero-actions">
<button
class="pv-edit-btn"
type="button"
@@ -43,111 +43,141 @@
</div>
</div>
<div class="pv-legacy">
<h3 class="mat-h3 flex-fill">{{ 'labels.inputs.Details' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Short Name' | translate }}:</span>
<span class="flex-60">{{ shareProduct.shortName }}</span>
<!-- DETAILS -->
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--blue"><fa-icon icon="info-circle"></fa-icon></div>
<h3>{{ 'labels.inputs.Details' | translate }}</h3>
</div>
@if (shareProduct.description) {
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Description' | translate }}:</span>
<span class="flex-60">{{ shareProduct.description }}</span>
</div>
}
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Currency' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Currency' | translate }}:</span>
<span class="flex-60">{{ shareProduct.currency.name }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Decimal Places' | translate }}:</span>
<span class="flex-60">{{ shareProduct.currency.decimalPlaces }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Currency in multiples of' | translate }}:</span>
<span class="flex-60">{{ shareProduct.currency.inMultiplesOf }}</span>
</div>
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Terms' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Total Number of Shares' | translate }}:</span>
<span class="flex-60">{{ shareProduct.totalShares | formatNumber }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Shares to be Issued' | translate }}:</span>
<span class="flex-60">{{ shareProduct.totalSharesIssued | formatNumber }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Nominal/Unit Price' | translate }}:</span>
<span class="flex-60">{{ shareProduct.unitPrice | formatNumber }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Capital Value' | translate }}:</span>
<span class="flex-60">{{ shareProduct.shareCapital | formatNumber }}</span>
</div>
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Settings' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Shares per Client' | translate }}:</span>
<span class="flex-60">{{
shareProduct.nominalShares +
' (Min: ' +
(shareProduct.minimumShares ? shareProduct.minimumShares : shareProduct.nominalShares) +
', Max: ' +
(shareProduct.maximumShares ? shareProduct.maximumShares : shareProduct.nominalShares) +
')'
}}</span>
</div>
@if (shareProduct.minimumActivePeriod) {
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Minimum Active Period' | translate }}:</span>
<span class="flex-60"
>{{ shareProduct.minimumActivePeriod }}
{{ shareProduct.minimumActivePeriodForDividendsTypeEnum.value | translateKey: 'catalogs' }}</span
<div class="pv-grid">
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Short Name' | translate }}</span>
<span class="pv-v"
><strong>{{ shareProduct.shortName }}</strong></span
>
</div>
}
@if (shareProduct.description) {
<div class="pv-kv pv-kv--span">
<span class="pv-k">{{ 'labels.inputs.Description' | translate }}</span>
<span class="pv-v">{{ shareProduct.description }}</span>
</div>
}
</div>
</section>
@if (shareProduct.lockinPeriod) {
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Lock-in Period' | translate }}:</span>
<span class="flex-60"
>{{ shareProduct.lockinPeriod }} {{ shareProduct.lockPeriodTypeEnum.value | translateKey: 'catalogs' }}</span
<!-- CURRENCY -->
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--teal"><fa-icon icon="coins"></fa-icon></div>
<h3>{{ 'labels.heading.Currency' | translate }}</h3>
</div>
<div class="pv-grid">
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Currency' | translate }}</span>
<span class="pv-v"
><strong>{{ shareProduct.currency.name }}</strong></span
>
</div>
}
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Allow dividends for inactive clients' | translate }}:</span>
<span class="flex-60">{{ shareProduct.allowDividendCalculationForInactiveClients | yesNo }}</span>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Decimal Places' | translate }}</span>
<span class="pv-v">{{ shareProduct.currency.decimalPlaces }}</span>
</div>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Currency in multiples of' | translate }}</span>
<span class="pv-v">{{ shareProduct.currency.inMultiplesOf }}</span>
</div>
</div>
</section>
@if (shareProduct.marketPrice?.length) {
<div class="layout-row-wrap responsive-column flex-fill">
<h3 class="mat-h3 flex-fill">{{ 'labels.inputs.Market Price Period' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<table class="flex-fill mat-elevation-z1" mat-table [dataSource]="shareProduct.marketPrice">
<!-- TERMS -->
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--amber"><fa-icon icon="percentage"></fa-icon></div>
<h3>{{ 'labels.heading.Terms' | translate }}</h3>
</div>
<div class="pv-grid">
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Total Number of Shares' | translate }}</span>
<span class="pv-v">{{ shareProduct.totalShares | formatNumber }}</span>
</div>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Shares to be Issued' | translate }}</span>
<span class="pv-v">{{ shareProduct.totalSharesIssued | formatNumber }}</span>
</div>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Nominal/Unit Price' | translate }}</span>
<span class="pv-v">{{ shareProduct.unitPrice | formatNumber }}</span>
</div>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Capital Value' | translate }}</span>
<span class="pv-v">{{ shareProduct.shareCapital | formatNumber }}</span>
</div>
</div>
</section>
<!-- SETTINGS -->
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--indigo"><fa-icon icon="sliders-h"></fa-icon></div>
<h3>{{ 'labels.heading.Settings' | translate }}</h3>
</div>
<div class="pv-grid">
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Shares per Client' | translate }}</span>
<span class="pv-v">{{
shareProduct.nominalShares +
' (Min: ' +
(shareProduct.minimumShares ? shareProduct.minimumShares : shareProduct.nominalShares) +
', Max: ' +
(shareProduct.maximumShares ? shareProduct.maximumShares : shareProduct.nominalShares) +
')'
}}</span>
</div>
@if (shareProduct.minimumActivePeriod) {
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Minimum Active Period' | translate }}</span>
<span class="pv-v"
>{{ shareProduct.minimumActivePeriod }}
{{ shareProduct.minimumActivePeriodForDividendsTypeEnum.value | translateKey: 'catalogs' }}</span
>
</div>
}
@if (shareProduct.lockinPeriod) {
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Lock-in Period' | translate }}</span>
<span class="pv-v"
>{{ shareProduct.lockinPeriod }}
{{ shareProduct.lockPeriodTypeEnum.value | translateKey: 'catalogs' }}</span
>
</div>
}
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Allow dividends for inactive clients' | translate }}</span>
<span class="pv-v">
<span
class="pv-pill"
[class.pv-pill--green]="shareProduct.allowDividendCalculationForInactiveClients"
[class.pv-pill--gray]="!shareProduct.allowDividendCalculationForInactiveClients"
>
{{ shareProduct.allowDividendCalculationForInactiveClients | yesNo }}
</span>
</span>
</div>
</div>
</section>
<!-- MARKET PRICE -->
@if (shareProduct.marketPrice?.length) {
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--teal"><fa-icon icon="chart-line"></fa-icon></div>
<h3>{{ 'labels.inputs.Market Price Period' | translate }}</h3>
</div>
<div class="pv-table-wrap">
<table class="pv-table" mat-table [dataSource]="shareProduct.marketPrice">
<ng-container matColumnDef="fromDate">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.From Date' | translate }}</th>
<td mat-cell *matCellDef="let marketPrice">
@@ -164,13 +194,18 @@
<tr mat-row *matRowDef="let row; columns: marketPriceDisplayedColumns"></tr>
</table>
</div>
}
</section>
}
@if (shareProduct.charges.length) {
<div class="layout-row-wrap responsive-column flex-fill">
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Charges' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<table class="flex-fill mat-elevation-z1" mat-table [dataSource]="shareProduct.charges">
<!-- CHARGES -->
@if (shareProduct.charges.length) {
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--red"><fa-icon icon="receipt"></fa-icon></div>
<h3>{{ 'labels.heading.Charges' | translate }}</h3>
</div>
<div class="pv-table-wrap">
<table class="pv-table" mat-table [dataSource]="shareProduct.charges">
<ng-container matColumnDef="name">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Name' | translate }}</th>
<td mat-cell *matCellDef="let charge">
@@ -199,62 +234,57 @@
<tr mat-row *matRowDef="let row; columns: chargesDisplayedColumns"></tr>
</table>
</div>
}
</section>
}
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Accounting' | translate }}</h3>
<!-- ACCOUNTING -->
<section class="pv-section pv-accounting">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--green"><fa-icon icon="book"></fa-icon></div>
<h3>{{ 'labels.heading.Accounting' | translate }}</h3>
</div>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Type' | translate }}:</span>
<span class="flex-60">{{
<div class="pv-accounting-row">
<span class="pv-accounting-label">{{ 'labels.inputs.Type' | translate }}</span>
<span class="pv-accounting-value">{{
'labels.accounting.' + getAccountingRuleName(shareProduct.accountingRule.value) | translate
}}</span>
</div>
@if (shareProduct.accountingRule.id === 2) {
<div class="layout-row-wrap responsive-column flex-fill">
<h4 class="mat-h4 flex-fill">{{ 'labels.heading.Assets' | translate }}</h4>
<div class="flex-fill">
<mifosx-gl-account-display
class="flex-100"
[accountTitle]="'Share reference'"
[glAccount]="shareProduct.accountingMappings.shareReferenceId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
<h4 class="mat-h4 flex-fill">{{ 'labels.heading.Liabilities' | translate }}</h4>
<div class="flex-fill">
<mifosx-gl-account-display
class="flex-100"
[accountTitle]="'Share suspense control'"
[glAccount]="shareProduct.accountingMappings.shareSuspenseId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
<h4 class="mat-h4 flex-fill">{{ 'labels.heading.Share Equity' | translate }}</h4>
<div class="flex-fill">
<mifosx-gl-account-display
class="flex-100"
[accountTitle]="'Equity'"
[glAccount]="shareProduct.accountingMappings.shareEquityId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
<h4 class="mat-h4 flex-fill">{{ 'labels.heading.Income' | translate }}</h4>
<div class="flex-fill">
<mifosx-gl-account-display
class="flex-100"
[accountTitle]="'Income from fees'"
[glAccount]="shareProduct.accountingMappings.incomeFromFeeAccountId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
<div class="pv-accounting-details">
<h4 class="pv-sub-h">{{ 'labels.heading.Assets' | translate }}</h4>
<mifosx-gl-account-display
[accountTitle]="'Share reference'"
[glAccount]="shareProduct.accountingMappings.shareReferenceId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
<h4 class="pv-sub-h">{{ 'labels.heading.Liabilities' | translate }}</h4>
<mifosx-gl-account-display
[accountTitle]="'Share suspense control'"
[glAccount]="shareProduct.accountingMappings.shareSuspenseId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
<h4 class="pv-sub-h">{{ 'labels.heading.Share Equity' | translate }}</h4>
<mifosx-gl-account-display
[accountTitle]="'Equity'"
[glAccount]="shareProduct.accountingMappings.shareEquityId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
<h4 class="pv-sub-h">{{ 'labels.heading.Income' | translate }}</h4>
<mifosx-gl-account-display
[accountTitle]="'Income from fees'"
[glAccount]="shareProduct.accountingMappings.incomeFromFeeAccountId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
}
</div>
</section>
</div>
@@ -6,8 +6,6 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use 'assets/styles/helper';
@use 'assets/styles/colours' as *;
@use 'assets/styles/product-view' as pv;
@include pv.product-view-styles;
@@ -18,13 +16,111 @@
--pv-accent-l: #fce7f3;
}
.tab-container {
padding: 1%;
margin: 1%;
.pv-hero-actions {
display: flex;
gap: 10px;
flex-shrink: 0;
flex-wrap: wrap;
align-items: flex-start;
}
.mat-h3 {
margin-top: 10px !important;
font-weight: 300;
color: $status-approved;
/* ───────── COMPACT ACCOUNTING SECTION ───────── */
.pv-accounting {
.pv-accounting-row {
display: grid;
grid-template-columns: minmax(220px, 40%) 1fr;
gap: 14px;
align-items: baseline;
padding: 8px 0;
border-bottom: 1px dashed var(--pv-g100);
min-height: unset;
line-height: 1.4;
}
.pv-accounting-label {
font-size: 10.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.06em;
color: var(--pv-g500);
margin: 0;
flex: none;
}
.pv-accounting-value {
font-size: 13.5px;
color: var(--pv-g900);
font-weight: 500;
word-break: break-word;
margin: 0;
flex: none;
}
.pv-accounting-details {
margin-top: 0;
h4.pv-sub-h {
margin: 16px 0 8px;
font-size: 12px;
font-weight: 700;
color: var(--pv-g700);
text-transform: uppercase;
letter-spacing: 0.05em;
line-height: 1.2;
}
mifosx-gl-account-display {
display: block;
padding: 8px 0;
min-height: unset;
line-height: 1.4;
border-bottom: 1px dashed var(--pv-g100);
&:last-child {
border-bottom: 0;
}
::ng-deep .layout-row {
display: grid;
grid-template-columns: minmax(220px, 40%) 1fr;
gap: 14px;
align-items: baseline;
margin: 0;
}
::ng-deep div {
margin: 0 !important;
line-height: 1.4;
}
::ng-deep .header {
font-size: 10.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.06em;
color: var(--pv-g500);
margin: 0 !important;
max-width: 100%;
flex: none;
}
::ng-deep div:not(.header) {
font-size: 13.5px;
color: var(--pv-g900);
font-weight: 500;
word-break: break-word;
margin: 0 !important;
max-width: 100%;
flex: none;
}
}
}
@media (width <= 600px) {
.pv-accounting-row,
.pv-accounting-details mifosx-gl-account-display ::ng-deep .layout-row {
grid-template-columns: 1fr;
gap: 4px;
}
}
}
+4
View File
@@ -7,6 +7,10 @@
-->
<div class="container m-b-10 layout-row layout-lt-md-column align-end gap-1percent">
<button mat-raised-button color="primary" class="m-r-10" (click)="configureShortcuts()">
<fa-icon icon="keyboard" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Configure Shortcuts' | translate }}
</button>
<button mat-raised-button color="primary" class="m-r-10" [routerLink]="['/system', 'roles-and-permissions']">
<fa-icon icon="check" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Permissions' | translate }}
+8 -1
View File
@@ -28,6 +28,7 @@ import { Router, RouterLink } from '@angular/router';
import { AuthenticationService } from 'app/core/authentication/authentication.service';
import { ChangePasswordDialogComponent } from 'app/shared/change-password-dialog/change-password-dialog.component';
import { SettingsService } from 'app/settings/settings.service';
import { KeyboardShortcutsDialogComponent } from 'app/shared/keyboard-shortcuts-dialog/keyboard-shortcuts-dialog.component';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -108,7 +109,13 @@ export class ProfileComponent implements OnInit {
});
}
get tenantIdentifier(): string {
get tenantIdentifier() {
return this.settingsService.tenantIdentifier || 'default';
}
configureShortcuts() {
this.dialog.open(KeyboardShortcutsDialogComponent, {
width: '800px'
});
}
}
+1 -1
View File
@@ -9,7 +9,7 @@
import { Injectable, inject } from '@angular/core';
import { HttpClient, HttpParams } from '@angular/common/http';
import { Observable } from 'rxjs';
import { environment } from 'environments/environment';
import { environment } from '../../environments/environment';
export interface OpenProjectWorkPackage {
id: number;
@@ -27,7 +27,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
imports: [
...STANDALONE_SHARED_IMPORTS,
FaIconComponent,
NgClass,
TransactionPaymentDetailComponent,
CurrencyPipe,
DateFormatPipe
@@ -60,7 +60,6 @@ import { MatTooltipModule } from '@angular/material/tooltip';
DateFormatPipe,
DatetimeFormatPipe,
FormatNumberPipe,
YesnoPipe,
MatCardModule,
MatTooltipModule
]
@@ -1,202 +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/.
-->
<h2 mat-dialog-title class="dialog-header no-print">
<span>{{ accountType === 'FD' ? 'Fixed Deposit' : 'Recurring Deposit' }} Certificate</span>
<span class="flex-auto"></span>
</h2>
<div mat-dialog-content class="dialog-content-container">
<!-- Certificate Page Frame -->
<div class="certificate-container" id="deposit-certificate-print">
<div class="certificate-border-outer">
<div class="certificate-border-inner">
<!-- Certificate Watermark Icon/Seal -->
<div class="certificate-watermark">
<mat-icon class="watermark-icon">{{ accountType === 'FD' ? 'savings' : 'event_repeat' }}</mat-icon>
</div>
<div class="certificate-header">
<div class="bank-name">Nexora Co-operative Bank Ltd.</div>
<div class="bank-sub">Mumbai, Maharashtra, India</div>
<div class="cert-title">
{{ accountType === 'FD' ? 'FIXED DEPOSIT CERTIFICATE' : 'RECURRING DEPOSIT CERTIFICATE' }}
</div>
<div class="cert-subtitle">Issued under the Common Seal of the Bank</div>
</div>
<div class="cert-meta-row">
<div class="meta-item">
<span class="meta-label">Certificate No.</span>
<span class="meta-value">{{ certificateNo }}</span>
</div>
<div class="meta-item">
<span class="meta-label">Account No.</span>
<span class="meta-value">{{ accountData.fdAccountNumber || accountData.accountNo }}</span>
</div>
<div class="meta-item">
<span class="meta-label">Date of Issue</span>
<span class="meta-value">{{ issueDate | dateFormat }}</span>
</div>
</div>
<div class="cert-body-section">
<p class="cert-main-text">
This is to certify that
<strong class="highlight-text">{{ accountData.clientName || accountData.groupName }}</strong>
holds a {{ accountType === 'FD' ? 'Fixed Deposit' : 'Recurring Deposit' }} account bearing account number
<strong class="highlight-text">{{ accountData.fdAccountNumber || accountData.accountNo }}</strong>
with <strong class="highlight-text">Nexora Co-operative Bank Ltd.</strong>, as per the particulars set out
below.
<ng-container *ngIf="renewalCount">
This account was renewed on maturity {{ renewalCount }} {{ renewalCount === 1 ? 'time' : 'times' }}; the
full renewal history is set out below.
</ng-container>
</p>
<div class="issued-to-details">
<div class="issued-to-title">ISSUED TO:</div>
<div class="client-name-details">{{ accountData.clientName || accountData.groupName }}</div>
<div class="client-ids">
<span *ngIf="accountData.clientAccountNo"
><strong>Customer ID:</strong> {{ accountData.clientAccountNo }}</span
>
<span *ngIf="panNumber && panNumber !== 'Not Available'">
&middot; <strong>PAN:</strong> {{ panNumber }}</span
>
</div>
<div class="client-address" *ngIf="clientAddress">
{{ clientAddress }}
</div>
</div>
</div>
<!-- Details Grid -->
<table class="certificate-details-table">
<tbody>
<tr>
<td class="lbl-col">Product</td>
<td class="val-col">{{ accountData.depositProductName }}</td>
<td class="lbl-col">{{ accountType === 'FD' ? 'Deposit Date' : 'First Deposit Date' }}</td>
<td class="val-col">{{ depositDate | dateFormat }}</td>
</tr>
<tr *ngIf="accountType === 'FD'">
<td class="lbl-col">Deposit Amount</td>
<td class="val-col">
{{ accountData.depositAmount | currency: accountData.currency.code : 'symbol-narrow' }}
</td>
<td class="lbl-col">Tenure</td>
<td class="val-col">{{ tenureLabel }}</td>
</tr>
<tr *ngIf="accountType === 'RD'">
<td class="lbl-col">Installment Amount</td>
<td class="val-col">
{{
accountData.mandatoryRecommendedDepositAmount | currency: accountData.currency.code : 'symbol-narrow'
}}
</td>
<td class="lbl-col">Installment Frequency</td>
<td class="val-col">
Every {{ accountData.recurringFrequency }} {{ accountData.recurringFrequencyType?.value }}
</td>
</tr>
<tr *ngIf="accountType === 'RD'">
<td class="lbl-col">Tenure</td>
<td class="val-col">{{ tenureLabel }}</td>
<td class="lbl-col">Interest Rate (p.a.)</td>
<td class="val-col">{{ accountData.nominalAnnualInterestRate }}%</td>
</tr>
<tr *ngIf="accountType === 'FD'">
<td class="lbl-col">Interest Rate (p.a.)</td>
<td class="val-col">{{ accountData.nominalAnnualInterestRate }}%</td>
<td class="lbl-col">Interest Compounding</td>
<td class="val-col">{{ accountData.interestCompoundingPeriodType?.value }}</td>
</tr>
<tr>
<td class="lbl-col">Maturity Date</td>
<td class="val-col">{{ accountData.maturityDate | dateFormat }}</td>
<td class="lbl-col">Current Balance</td>
<td class="val-col">
{{ accountData.summary?.accountBalance | currency: accountData.currency.code : 'symbol-narrow' }}
</td>
</tr>
<tr class="highlight-row">
<td colspan="2" class="lbl-col-highlight">MATURITY AMOUNT</td>
<td colspan="2" class="val-col-highlight">
{{ accountData.maturityAmount | currency: accountData.currency.code : 'symbol-narrow' }}
</td>
</tr>
</tbody>
</table>
<!-- Renewal History -- one row per term of this FD, oldest first. Deliberately shows only the
term number, not each term's internal account number: the customer holds one FD under one
number, and listing the per-term account numbers here would read as several deposits. Staff
can still see them on the account view's own renewal-history card. -->
<table class="certificate-details-table renewal-history-table" *ngIf="renewalHistory.length">
<thead>
<tr>
<th colspan="7" class="renewal-history-title">RENEWAL HISTORY</th>
</tr>
<tr>
<th>Term</th>
<th>From</th>
<th>To</th>
<th>Rate</th>
<th>Principal</th>
<th>Interest</th>
<th>Maturity Amount</th>
</tr>
</thead>
<tbody>
<tr *ngFor="let term of renewalHistory" [class.current-term-row]="term.accountid === accountData.id">
<td>{{ term.renewalcycleno === 0 ? 'Original' : 'Renewal ' + term.renewalcycleno }}</td>
<td>{{ term.activatedondate | dateFormat }}</td>
<td>{{ term.maturitydate | dateFormat }}</td>
<td>{{ term.interestrate }}%</td>
<td>{{ term.depositamount | currency: accountData.currency.code : 'symbol-narrow' }}</td>
<td>
{{
term.interestearned === null || term.interestearned === undefined
? '—'
: (term.interestearned | currency: accountData.currency.code : 'symbol-narrow')
}}
</td>
<td>{{ maturityFor(term) | currency: accountData.currency.code : 'symbol-narrow' }}</td>
</tr>
</tbody>
</table>
<div class="cert-footer">
<div class="seal-container">
<div class="seal-ring">
<div class="seal-text">COMMON SEAL</div>
</div>
</div>
<div class="closing-text">
Given under the common seal of the bank this {{ issueDate | date: 'd' }} day of
{{ issueDate | date: 'MMMM yyyy' }}.
</div>
<div class="signatures-container">
<div class="signature-block">
<div class="signature-line"></div>
<div class="signatory-title">Authorised Signatory</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<mat-dialog-actions align="end" class="no-print">
<button mat-button mat-dialog-close>{{ 'labels.buttons.Close' | translate }}</button>
<button mat-raised-button color="primary" (click)="printCertificate()">
<mat-icon class="m-r-5">print</mat-icon>
Print Certificate
</button>
</mat-dialog-actions>
@@ -1,556 +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/.
*/
.dialog-header {
display: flex;
align-items: center;
border-bottom: 1px solid #e0e0e0;
padding-bottom: 12px;
margin-bottom: 16px;
font-weight: 500;
color: #1a252c;
}
.dialog-content-container {
max-height: 80vh;
overflow-y: auto;
padding: 10px;
}
/* Certificate Outer Container */
.certificate-container {
background-color: #faf8f5;
padding: 20px;
font-family: Georgia, 'Times New Roman', Times, serif;
color: #2c2520;
box-shadow: 0 4px 20px rgb(0 0 0 / 8%);
border-radius: 8px;
max-width: 800px;
margin: 0 auto;
}
/* Classic Ornate Border System */
.certificate-border-outer {
border: 5px double #c5a059; /* Gold double border */
padding: 8px;
background-color: #fdfcf7; /* Textured light cream */
border-radius: 4px;
position: relative;
}
.certificate-border-inner {
border: 1px solid #dcd1bd;
padding: 30px;
border-radius: 2px;
position: relative;
overflow: hidden;
}
/* Watermark */
.certificate-watermark {
position: absolute;
top: 50%;
left: 50%;
transform: translate(-50%, -50%);
opacity: 0.03;
pointer-events: none;
z-index: 1;
.watermark-icon {
font-size: 280px;
width: 280px;
height: 280px;
color: #c5a059;
}
}
.certificate-header,
.cert-meta-row,
.cert-body-section,
.certificate-details-table,
.cert-footer {
position: relative;
z-index: 2; /* Ensure content is above watermark */
}
/* Header styling */
.certificate-header {
text-align: center;
margin-bottom: 30px;
border-bottom: 2px solid #f2edd5;
padding-bottom: 20px;
.bank-name {
font-size: 26px;
font-weight: bold;
color: #0b3c5d; /* Dark Premium Blue */
text-transform: uppercase;
letter-spacing: 1.5px;
margin-bottom: 4px;
}
.bank-sub {
font-size: 13px;
color: #7b6f63;
font-style: italic;
letter-spacing: 1px;
margin-bottom: 20px;
}
.cert-title {
font-size: 28px;
font-weight: 400;
color: #c5a059; /* Classic Gold */
letter-spacing: 4px;
margin-bottom: 5px;
font-family: Georgia, serif;
}
.cert-subtitle {
font-size: 11px;
color: #7b6f63;
text-transform: uppercase;
letter-spacing: 2px;
}
}
/* Meta Data Grid (Top of cert) */
.cert-meta-row {
display: flex;
justify-content: space-between;
margin-bottom: 30px;
border-bottom: 1px solid #f2edd5;
padding-bottom: 15px;
.meta-item {
display: flex;
flex-direction: column;
.meta-label {
font-size: 11px;
text-transform: uppercase;
color: #928374;
letter-spacing: 1px;
margin-bottom: 3px;
}
.meta-value {
font-size: 15px;
font-weight: bold;
color: #322f2b;
}
}
}
/* Main Body text */
.cert-body-section {
margin-bottom: 35px;
.cert-main-text {
font-size: 15px;
line-height: 1.8;
text-align: center;
color: #4a453f;
margin-bottom: 25px;
.highlight-text {
color: #1a202c;
font-weight: 600;
border-bottom: 1px dotted #c5a059;
padding-bottom: 1px;
}
}
}
/* Issued To Details Block */
.issued-to-details {
border: 1px solid #f0e6d2;
background-color: #fbfaf5;
padding: 15px 20px;
border-radius: 4px;
margin: 20px auto;
max-width: 90%;
text-align: left;
.issued-to-title {
font-size: 10px;
font-weight: bold;
color: #c5a059;
letter-spacing: 1.5px;
margin-bottom: 6px;
}
.client-name-details {
font-size: 18px;
font-weight: bold;
color: #0b3c5d;
margin-bottom: 4px;
}
.client-ids {
font-size: 12px;
color: #666;
margin-bottom: 6px;
}
.client-address {
font-size: 12px;
color: #7b6f63;
line-height: 1.4;
}
}
/* Certificate Data Table */
.certificate-details-table {
width: 100%;
border-collapse: collapse;
margin-bottom: 40px;
td {
padding: 10px 12px;
border: 1px solid #ede8db;
font-size: 13px;
}
.lbl-col {
background-color: #f7f5ee;
font-weight: bold;
color: #7b6f63;
width: 25%;
}
.val-col {
color: #322f2b;
width: 25%;
}
.highlight-row {
background-color: #f5f2e9;
border-top: 2px solid #c5a059;
}
.lbl-col-highlight {
font-weight: bold;
color: #0b3c5d;
font-size: 14px;
letter-spacing: 1px;
text-align: right;
padding-right: 20px;
}
.val-col-highlight {
font-size: 16px;
font-weight: bold;
color: #b8860b; /* Dark Goldenrod */
}
}
/* Renewal History Table -- lists each earlier term this FD was renewed from */
.renewal-history-table {
th {
padding: 8px 10px;
border: 1px solid #ede8db;
font-size: 11px;
text-align: left;
background-color: #f7f5ee;
color: #7b6f63;
}
.renewal-history-title {
text-align: center;
background-color: #f5f2e9;
color: #0b3c5d;
font-weight: bold;
letter-spacing: 1.5px;
font-size: 12px;
}
.current-term-row {
background-color: #fbfaf5;
font-weight: bold;
}
}
/* Certificate Footer Seal / Signatures */
.cert-footer {
display: flex;
justify-content: space-between;
align-items: center;
margin-top: 20px;
.seal-container {
width: 25%;
.seal-ring {
width: 90px;
height: 90px;
border: 2px dashed #b8860b;
border-radius: 50%;
display: flex;
align-items: center;
justify-content: center;
margin: 0 auto;
transform: rotate(-15deg);
.seal-text {
font-size: 10px;
font-weight: bold;
color: #b8860b;
text-align: center;
line-height: 1.2;
letter-spacing: 1px;
}
}
}
.closing-text {
width: 45%;
font-size: 12px;
color: #7b6f63;
font-style: italic;
line-height: 1.5;
text-align: center;
}
.signatures-container {
width: 30%;
text-align: center;
.signature-block {
display: inline-block;
width: 80%;
.signature-line {
border-bottom: 1px solid #7b6f63;
margin-bottom: 8px;
height: 40px; /* Space for signature */
}
.signatory-title {
font-size: 12px;
color: #7b6f63;
font-weight: bold;
text-transform: uppercase;
letter-spacing: 0.5px;
}
}
}
}
/* Print CSS */
@media print {
/* Everything below `::ng-deep` reaches outside this component's own template -- html/body and
the whole Angular Material CDK overlay chain never carry this component's scoping attribute
under the default emulated encapsulation, so a plain (scoped) selector would silently never
match any of them. `::ng-deep` is deprecated but still the correct tool for a component that
genuinely needs to override its host application's shell during print. */
/* The app shell pins html/body to a fixed viewport height with overflow hidden (its inner
panels handle their own scrolling on screen) -- left in place, that caps every printed page
at one viewport's worth of content and silently cuts off the rest instead of paginating. */
::ng-deep html,
::ng-deep body {
height: auto !important;
overflow: visible !important;
}
/* Hide non-overlay contents during print */
::ng-deep body > :not(.cdk-overlay-container) {
display: none !important;
}
/* The dialog's own scroll region clips anything past 80vh -- printing only captures what a
scrollable/max-height box shows on screen, so both constraints must be lifted or the
certificate gets cut off after its first visible slice. */
.dialog-content-container {
max-height: none !important;
overflow: visible !important;
}
/* CDK's overlay wrapper/backdrop/pane are all `position: fixed` (needed to center the dialog
on screen) and the wrapper flex-centers its content -- during print, a fixed-position
ancestor is clipped to one page's height, so anything taller than that gets cut off and only
a thin cross-section (here, just the certificate's own border) survives. Every ancestor in
that chain has to become a normal, statically-flowing block for the full certificate to print. */
::ng-deep .cdk-overlay-backdrop {
display: none !important;
}
::ng-deep .cdk-overlay-container,
::ng-deep .cdk-global-overlay-wrapper,
::ng-deep .cdk-overlay-pane,
::ng-deep .mat-mdc-dialog-container,
::ng-deep .mdc-dialog__container,
::ng-deep .mdc-dialog__surface {
position: static !important;
display: block !important;
max-height: none !important;
max-width: none !important;
height: auto !important;
width: auto !important;
overflow: visible !important;
transform: none !important;
}
/* Make certificate fill page */
#deposit-certificate-print {
position: static !important;
width: 100% !important;
height: auto !important;
padding: 0 !important;
margin: 0 !important;
background-color: #fff !important;
box-shadow: none !important;
}
.certificate-border-outer {
border-width: 8px !important;
background-color: #fff !important;
}
.no-print {
display: none !important;
}
::ng-deep .mat-mdc-dialog-container {
padding: 0 !important;
}
/* Compact every spacing/font value so the whole certificate fits a single printed page --
the on-screen sizing is generous by design, but that same height doesn't fit one page. */
.certificate-container {
padding: 6px !important;
}
.certificate-border-inner {
padding: 14px !important;
}
.certificate-header {
margin-bottom: 10px !important;
padding-bottom: 10px !important;
.bank-name {
font-size: 19px !important;
margin-bottom: 2px !important;
}
.bank-sub {
font-size: 10px !important;
margin-bottom: 8px !important;
}
.cert-title {
font-size: 19px !important;
letter-spacing: 2px !important;
margin-bottom: 2px !important;
}
.cert-subtitle {
font-size: 9px !important;
}
}
.cert-meta-row {
margin-bottom: 10px !important;
padding-bottom: 8px !important;
.meta-label {
font-size: 9px !important;
margin-bottom: 1px !important;
}
.meta-value {
font-size: 12px !important;
}
}
.cert-body-section {
margin-bottom: 10px !important;
.cert-main-text {
font-size: 11px !important;
line-height: 1.4 !important;
margin-bottom: 10px !important;
}
}
.issued-to-details {
padding: 8px 14px !important;
margin: 8px auto !important;
.client-name-details {
font-size: 14px !important;
}
.client-ids,
.client-address {
font-size: 10px !important;
}
}
.certificate-details-table {
margin-bottom: 12px !important;
td {
padding: 5px 10px !important;
font-size: 10px !important;
}
.lbl-col-highlight {
font-size: 12px !important;
}
.val-col-highlight {
font-size: 13px !important;
}
}
.renewal-history-table {
margin-bottom: 12px !important;
th {
padding: 4px 8px !important;
font-size: 8px !important;
}
td {
padding: 4px 8px !important;
font-size: 9px !important;
}
.renewal-history-title {
font-size: 10px !important;
}
}
.cert-footer {
margin-top: 8px !important;
.seal-ring {
width: 60px !important;
height: 60px !important;
}
.seal-text {
font-size: 8px !important;
}
.closing-text {
font-size: 10px !important;
}
.signature-line {
height: 22px !important;
}
.signatory-title {
font-size: 10px !important;
}
}
}
@@ -1,157 +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 {
MAT_DIALOG_DATA,
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { ClientsService } from 'app/clients/clients.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { DateFormatPipe } from '../../pipes/date-format.pipe';
import { CurrencyPipe } from '@angular/common';
import { MatButton } from '@angular/material/button';
import { MatIcon } from '@angular/material/icon';
/**
* Printable deposit certificate for a Fixed Deposit or Recurring Deposit account -- handed to the
* customer as physical proof of their deposit. Shared between FD and RD since both account shapes
* carry the same core fields (depositAmount, nominalAnnualInterestRate, depositPeriod, maturityDate,
* maturityAmount); RD additionally shows its installment/frequency details.
*/
@Component({
selector: 'mifosx-deposit-certificate-dialog',
templateUrl: './deposit-certificate-dialog.component.html',
styleUrls: ['./deposit-certificate-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
DateFormatPipe,
CurrencyPipe,
MatButton,
MatIcon
]
})
export class DepositCertificateDialogComponent implements OnInit {
dialogRef = inject<MatDialogRef<DepositCertificateDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
clientsService = inject(ClientsService);
/** 'FD' or 'RD' -- controls the title and which extra rows show. */
accountType: 'FD' | 'RD';
accountData: any;
clientData: any;
clientAddress = '';
panNumber = 'Not Available';
certificateNo = '';
issueDate: Date = new Date();
/**
* Every term of this FD, oldest first, as resolved by the backend -- a renewal opens each term as
* its own account, so the certificate lists them all to show the deposit's full history. Empty for
* an FD that has never been renewed. Keys are lower-cased, arriving from SQL column labels.
*/
renewalHistory: any[] = [];
/**
* How many times the deposit has actually rolled over. {@link renewalHistory} lists every TERM, and the
* first of those is the original deposit rather than a renewal, so the count is one less than the number
* of rows. Stated on a customer-facing certificate, so an off-by-one here misreports the deposit.
*/
get renewalCount(): number {
return Math.max(this.renewalHistory.length - 1, 0);
}
ngOnInit() {
this.accountType = this.data.accountType;
this.accountData = this.data.accountData;
const clientId = this.data.clientId != null ? String(this.data.clientId) : null;
this.certificateNo = `${this.accountType}-CERT-${this.accountData.fdAccountNumber || this.accountData.accountNo}`;
this.renewalHistory = this.accountData?.renewalHistory ?? [];
if (!clientId) {
return;
}
this.clientsService.getClientData(clientId).subscribe({
next: (client: any) => {
this.clientData = client;
},
error: () => {}
});
this.clientsService.getClientAddressData(clientId).subscribe({
next: (addresses: any[]) => {
if (addresses && addresses.length > 0) {
const permanent = addresses.find((a) => /permanent/i.test(a?.addressType || '')) || addresses[0];
this.clientAddress = this.formatAddress(permanent);
}
},
error: () => {}
});
this.clientsService.getClientIdentifiers(clientId).subscribe({
next: (identifiers: any[]) => {
const idList = Array.isArray(identifiers) ? identifiers : (identifiers as any)?.pageItems || [];
const panId = idList.find((id: any) => /pan/i.test(id?.documentType?.name || ''));
if (panId) {
this.panNumber = panId.documentKey;
}
},
error: () => {}
});
}
/**
* A term's settled maturity amount, or its projection while it is still running. Resolved here rather
* than inline so the choice isn't left to operator precedence between `??` and the currency pipe.
*/
maturityFor(term: any): number | null {
return term?.maturedamount ?? term?.projectedmaturityamount ?? null;
}
formatAddress(addr: any): string {
if (!addr) return '';
return [
addr.addressLine1,
addr.addressLine2,
addr.townVillage,
addr.city,
addr.stateName,
addr.countryName,
addr.postalCode
]
.filter((p) => !!p && String(p).trim())
.join(', ');
}
get depositDate(): any {
return this.accountData?.timeline?.activatedOnDate ?? this.accountData?.timeline?.submittedOnDate ?? null;
}
get tenureLabel(): string {
const period = this.accountData?.depositPeriod;
const freq = this.accountData?.depositPeriodFrequency?.value;
if (period == null) return 'N/A';
return freq ? `${period} ${freq}` : String(period);
}
printCertificate() {
window.print();
}
}
@@ -20,9 +20,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
templateUrl: './file-upload.component.html',
styleUrls: ['./file-upload.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
NgStyle,
FaIconComponent
...STANDALONE_SHARED_IMPORTS
]
})
export class FileUploadComponent implements OnInit {
@@ -6,37 +6,205 @@
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h1 mat-dialog-title>{{ 'labels.heading.Keyboard Shortcuts' | translate }}</h1>
<div class="ks-header">
<h1 mat-dialog-title class="ks-title">{{ 'labels.heading.Configure Keyboard Shortcuts' | translate }}</h1>
<button mat-icon-button (click)="openUsagePopup()" matTooltip="Shortcut Usage">
<mat-icon>analytics</mat-icon>
</button>
</div>
<div mat-dialog-content>
<div class="layout-column gap-2px">
@for (item of buttonConfig.buttonCombinations; track item) {
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill flex-50">
<span class="flex-50">
@if (item.ctrlKey) {
<span>
<span class="modifier-key">{{ 'labels.inputs.Ctrl' | translate }}</span> +
</span>
@if (validationError) {
<div class="alert error margin-b-10">
{{ validationError }}
</div>
}
<table class="ks-table">
<thead>
<tr>
<th>{{ 'labels.inputs.Shortcut Name' | translate }}</th>
<th>{{ 'Key Combination' }}</th>
</tr>
</thead>
<tbody>
@for (item of shortcuts; track item) {
<tr style="cursor: pointer" (click)="showShortcutDetails(item)">
<td [attr.colspan]="editingShortcutId === item.id || (!item.id && editingShortcutId === item.title) ? 2 : 1">
@if (editingShortcutId === item.id || (!item.id && editingShortcutId === item.title)) {
<!-- Edit Mode -->
<div class="layout-row-wrap layout-lt-md-column gap-2percent padding-y-10">
<h4 class="flex-100 margin-0 margin-b-10">Edit Shortcut</h4>
<mat-form-field class="ks-field flex-48">
<mat-label>Shortcut Name</mat-label>
<input matInput [(ngModel)]="editingShortcutData.title" [disabled]="!item.custom" />
</mat-form-field>
@if (item.custom || item.route) {
<mat-form-field class="ks-field flex-48">
<mat-label>URL / Route</mat-label>
<input matInput [(ngModel)]="editingShortcutData.route" [disabled]="!item.custom" />
</mat-form-field>
}
@if (item.custom) {
<mat-form-field class="ks-field flex-48">
<mat-label>Action</mat-label>
<mat-select [(ngModel)]="editingShortcutData.action">
<mat-option value="navigate">Navigate</mat-option>
</mat-select>
</mat-form-field>
}
<mat-form-field class="ks-field flex-48">
<mat-label>Key Combination</mat-label>
<input
matInput
readonly
[value]="formatShortcut(editingShortcutData)"
(keydown)="onKeyDown($event, editingShortcutData, true)"
placeholder="Press keys..."
/>
</mat-form-field>
<div class="flex-100 layout-row justify-content-end gap-10px">
<button mat-stroked-button class="ks-actions__cancel" (click)="cancelEditShortcut()">Cancel</button>
<button
mat-flat-button
class="ks-actions__confirm ks-actions__confirm--basic"
(click)="saveEditShortcut()"
>
Save
</button>
</div>
</div>
} @else {
<!-- View Mode -->
<span style="text-transform: capitalize; padding: 8px 0; display: inline-block">{{ item.title }}</span>
}
</td>
@if (!(editingShortcutId === item.id || (!item.id && editingShortcutId === item.title))) {
<td (click)="$event.stopPropagation()">
<mat-form-field class="ks-field" subscriptSizing="dynamic" style="width: 250px">
<input
matInput
readonly
[value]="formatShortcut(item)"
(keydown)="onKeyDown($event, item)"
(focus)="activeInputItem = item"
(blur)="activeInputItem = null"
placeholder="Click and press keys..."
matTooltip="Click here and press your desired key combination"
/>
</mat-form-field>
</td>
}
@if (item.shiftKey) {
<span>
<span class="modifier-key">{{ 'labels.inputs.Shift' | translate }}</span> +
</span>
}
@if (item.altKey) {
<span>
<span class="modifier-key">{{ 'labels.inputs.Alt' | translate }}</span> +
</span>
}
@if (item.key) {
<span>
<span class="modifier-key">{{ item.key }}</span></span
>
}
</span>
<span class="flex-50">{{ item.title }}</span>
</tr>
}
</tbody>
</table>
@if (isAddingNew) {
<div
class="layout-row-wrap layout-lt-md-column gap-2percent padding-20 mat-elevation-z1 margin-t-10"
style="background-color: white; border-radius: 4px"
>
<h4 class="flex-100 margin-0 margin-b-10">Add Custom Shortcut</h4>
<mat-form-field class="ks-field flex-48">
<mat-label>Shortcut Name</mat-label>
<input matInput [(ngModel)]="newShortcut.title" placeholder="e.g. Share Holder" />
</mat-form-field>
<mat-form-field class="ks-field flex-48">
<mat-label>URL / Route</mat-label>
<input matInput [(ngModel)]="newShortcut.route" placeholder="e.g. /shares/share-holders" />
</mat-form-field>
<mat-form-field class="ks-field flex-48">
<mat-label>Action</mat-label>
<mat-select [(ngModel)]="newShortcut.action">
<mat-option value="navigate">Navigate</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field class="ks-field flex-48">
<mat-label>Key Combination</mat-label>
<input
matInput
readonly
[value]="formatShortcut(newShortcut)"
(keydown)="onKeyDown($event, newShortcut, true)"
placeholder="Press keys..."
/>
</mat-form-field>
<div class="flex-100 layout-row justify-content-end gap-10px">
<button mat-stroked-button class="ks-actions__cancel" (click)="cancelAddShortcut()">Cancel</button>
<button mat-flat-button class="ks-actions__confirm ks-actions__confirm--basic" (click)="saveNewShortcut()">
Save
</button>
</div>
}
</div>
</div>
} @else {
<div class="margin-t-10">
<button mat-button color="primary" (click)="startAddShortcut()"><mat-icon>add</mat-icon> Add Shortcut</button>
</div>
}
</div>
<mat-dialog-actions class="ks-actions">
<button mat-flat-button class="ks-actions__confirm ks-actions__confirm--warn" (click)="resetToDefaults()">
Reset to Defaults
</button>
<div class="ks-actions__right">
<button mat-stroked-button class="ks-actions__cancel" (click)="cancel()">
{{ 'labels.button.cancel' | translate }}
</button>
<button
mat-flat-button
class="ks-actions__confirm ks-actions__confirm--basic"
(click)="save()"
[disabled]="validationError !== null"
>
{{ 'labels.button.save' | translate }}
</button>
</div>
</mat-dialog-actions>
<ng-template #shortcutDetailsTemplate let-data>
<h2 mat-dialog-title style="text-transform: capitalize">{{ data.title }}</h2>
<div mat-dialog-content>
<div class="layout-column gap-10px padding-y-10" style="font-size: 14px">
<div>
<strong>Shortcut Name:</strong> <br />
<span style="text-transform: capitalize">{{ data.title }}</span>
</div>
<div>
<strong>Key Combination:</strong> <br />
{{ formatShortcut(data) }}
</div>
<div>
<strong>Action:</strong> <br />
{{ data.action === 'navigate' ? 'Navigate' : data.action || data.id || 'Predefined' }}
</div>
@if (data.route) {
<div>
<strong>URL / Route:</strong> <br />
{{ data.route }}
</div>
}
<div>
<strong>Description:</strong> <br />
{{ getShortcutDescription(data) }}
</div>
</div>
</div>
<mat-dialog-actions align="end">
<button mat-button color="primary" (click)="startEditShortcut(data)">Edit</button>
<button mat-button color="warn" (click)="deleteShortcut(data)">Delete</button>
<button mat-button mat-dialog-close>Close</button>
</mat-dialog-actions>
</ng-template>
@@ -6,15 +6,157 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.modifier-key {
border: 1px solid #0000004d;
padding: 0.3rem;
background: #f8f8f8;
color: #00000086;
font-weight: bold;
border-radius: 0.3rem;
}
$primary: #1a73e8;
$gray-50: #f8f9fa;
$gray-100: #f1f3f4;
$gray-200: #e8eaed;
$gray-500: #9aa0a6;
$gray-700: #5f6368;
$gray-900: #202124;
$red: #ef4444;
$navy: #0d1b2a;
$white: #fff;
.mat-divider.mat-divider-inset {
margin-left: 0;
}
/* --- Header (from form-dialog) --- */
.ks-header {
display: flex;
align-items: center;
justify-content: space-between;
padding: 16px 24px 12px;
border-bottom: 1px solid $gray-200;
}
.ks-title {
margin: 0 !important;
padding: 0 !important;
font-size: 17px !important;
font-weight: 600 !important;
color: $gray-900;
letter-spacing: -0.2px;
}
/* --- Table Rows (from bank-calendar) --- */
.ks-table {
width: 100%;
border-collapse: collapse;
font-size: 12.5px;
thead th {
position: sticky;
top: 0;
z-index: 1;
background: #f1f5f9;
color: #475569;
text-align: left;
padding: 10px 14px;
font-size: 10.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.05em;
border-bottom: 1px solid #e2e8f0;
}
tbody td {
padding: 9px 14px;
border-bottom: 1px solid #f1f5f9;
vertical-align: middle;
color: $navy;
}
tbody tr {
transition: background 0.12s;
&:hover {
background: #f8fafc;
}
}
}
/* --- Inputs/Forms (from form-dialog) --- */
.ks-field {
min-width: 0;
::ng-deep {
.mat-mdc-form-field {
width: 100%;
}
.mat-mdc-text-field-wrapper {
background: $gray-50;
border-radius: 8px;
}
.mdc-text-field--outlined .mdc-notched-outline__leading,
.mdc-text-field--outlined .mdc-notched-outline__trailing,
.mdc-text-field--outlined .mdc-notched-outline__notch {
border-color: $gray-200;
}
.mdc-text-field--outlined:not(.mdc-text-field--disabled):hover .mdc-notched-outline__leading,
.mdc-text-field--outlined:not(.mdc-text-field--disabled):hover .mdc-notched-outline__trailing,
.mdc-text-field--outlined:not(.mdc-text-field--disabled):hover .mdc-notched-outline__notch {
border-color: $primary;
}
.mat-mdc-floating-label {
font-size: 13px;
color: $gray-700;
}
input.mat-mdc-input-element {
font-size: 14px;
color: $gray-900;
}
}
}
/* --- Dialog Footer & Buttons (from confirmation-dialog) --- */
.ks-actions {
padding: 14px 24px 20px !important;
border-top: 1px solid $gray-200;
margin: 0 !important;
display: flex !important;
justify-content: space-between !important;
align-items: center !important;
gap: 10px !important;
.ks-actions__right {
display: flex;
gap: 10px;
align-items: center;
}
&__cancel {
border-radius: 8px !important;
font-size: 13px !important;
font-weight: 600 !important;
padding: 0 20px !important;
height: 38px !important;
color: $gray-700 !important;
border-color: $gray-200 !important;
}
&__confirm {
border-radius: 8px !important;
font-size: 13px !important;
font-weight: 600 !important;
padding: 0 24px !important;
height: 38px !important;
letter-spacing: 0.2px;
color: $white !important;
&--basic {
background: $primary !important;
box-shadow: 0 1px 3px rgb(26 115 232 / 30%) !important;
}
&--warn {
background: $red !important;
box-shadow: 0 1px 3px rgb(239 68 68 / 30%) !important;
}
}
}
@@ -6,16 +6,31 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { MatDialogRef, MAT_DIALOG_DATA, MatDialogTitle, MatDialogContent } from '@angular/material/dialog';
import { KeyboardShortcutsConfiguration } from '../../keyboards-shortcut-config';
import { Component, OnInit, inject, ViewChild } from '@angular/core';
import {
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialog,
MatDialogClose,
MAT_DIALOG_DATA
} from '@angular/material/dialog';
import { CdkScrollable } from '@angular/cdk/scrolling';
import { MatDivider } from '@angular/material/divider';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Delete dialog component.
*/
import { KeyboardShortcutService, ShortcutItem } from '../../core/services/keyboard-shortcut.service';
import { FormsModule } from '@angular/forms';
import { NgClass } from '@angular/common';
import { MatButton } from '@angular/material/button';
import { ConfirmationDialogComponent } from '../confirmation-dialog/confirmation-dialog.component';
import { ShortcutUsageDialogComponent } from '../shortcut-usage-dialog/shortcut-usage-dialog.component';
import { MatIcon } from '@angular/material/icon';
import { MatFormField, MatLabel } from '@angular/material/form-field';
import { MatInput } from '@angular/material/input';
import { MatSelect } from '@angular/material/select';
import { MatOption } from '@angular/material/core';
@Component({
selector: 'mifosx-keyboard-shortcuts-dialog',
templateUrl: './keyboard-shortcuts-dialog.component.html',
@@ -25,16 +40,291 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatDialogTitle,
CdkScrollable,
MatDialogContent,
MatDivider
MatDialogActions,
MatDialogClose,
MatButton,
FormsModule,
MatIcon,
MatFormField,
MatLabel,
MatInput,
MatSelect,
MatOption
]
})
export class KeyboardShortcutsDialogComponent implements OnInit {
dialogRef = inject<MatDialogRef<KeyboardShortcutsDialogComponent>>(MatDialogRef);
private keyboardShortcutService = inject(KeyboardShortcutService);
public data = inject(MAT_DIALOG_DATA, { optional: true });
buttonConfig: KeyboardShortcutsConfiguration;
shortcuts: ShortcutItem[] = [];
validationError: string | null = null;
activeInputItem: ShortcutItem | null = null;
displayedColumns: string[] = [
'title',
'keyCombination'
];
isAddingNew = false;
newShortcut: Partial<ShortcutItem> = {};
activeNewInput = false;
editingShortcutId: string | null = null;
editingShortcutData: Partial<ShortcutItem> = {};
activeEditInput = false;
ngOnInit() {
this.dialogRef.updateSize(`800px`);
this.buttonConfig = new KeyboardShortcutsConfiguration();
this.dialogRef.updateSize('800px');
this.keyboardShortcutService.activeShortcuts$.subscribe((shortcuts) => {
// Deep copy to allow editing without affecting the global state immediately
this.shortcuts = JSON.parse(JSON.stringify(shortcuts));
});
if (this.data && this.data.prefill) {
this.startAddShortcut();
this.newShortcut = {
...this.newShortcut,
...this.data.prefill
};
}
}
formatShortcut(item: Partial<ShortcutItem>): string {
if (!item || (!item.key && !item.ctrlKey && !item.shiftKey && !item.altKey)) return '';
const parts = [];
if (item.ctrlKey) parts.push('Ctrl');
if (item.shiftKey) parts.push('Shift');
if (item.altKey) parts.push('Alt');
if (item.key) parts.push(item.key.toUpperCase());
return parts.join(' + ');
}
onKeyDown(event: KeyboardEvent, item: Partial<ShortcutItem>, isNewOrEdit: boolean = false) {
event.preventDefault();
event.stopPropagation();
// Ignore if only modifier keys are pressed
if ([
'Control',
'Shift',
'Alt',
'Meta'
].includes(event.key)) {
return;
}
item.ctrlKey = event.ctrlKey;
item.shiftKey = event.shiftKey;
item.altKey = event.altKey;
item.key = event.key.toLowerCase();
if (!isNewOrEdit) {
this.activeInputItem = null;
this.validateShortcuts();
} else {
this.activeNewInput = false;
this.activeEditInput = false;
}
}
validateShortcuts() {
this.validationError = null;
const seen = new Set<string>();
for (const item of this.shortcuts) {
if (!item.key) {
this.validationError = `Invalid shortcut for ${item.title}: Key is required`;
return;
}
const keyStr = `${!!item.ctrlKey}-${!!item.shiftKey}-${!!item.altKey}-${item.key.toLowerCase()}`;
if (seen.has(keyStr)) {
this.validationError = `Duplicate shortcut detected: ${this.formatShortcut(item)}`;
return;
}
seen.add(keyStr);
}
}
startAddShortcut() {
this.isAddingNew = true;
this.newShortcut = {
title: '',
route: '',
key: '',
ctrlKey: false,
shiftKey: false,
altKey: false,
action: 'navigate',
custom: true,
id: 'custom_' + Date.now()
};
this.validationError = null;
}
cancelAddShortcut() {
this.isAddingNew = false;
this.validationError = null;
}
private dialog = inject(MatDialog);
@ViewChild('shortcutDetailsTemplate') shortcutDetailsTemplate: any;
private detailsDialogRef: MatDialogRef<any> | null = null;
showShortcutDetails(item: ShortcutItem) {
this.detailsDialogRef = this.dialog.open(this.shortcutDetailsTemplate, {
data: item,
width: '400px'
});
}
openUsagePopup() {
this.dialog.open(ShortcutUsageDialogComponent, {
width: '600px'
});
}
getShortcutDescription(item: Partial<ShortcutItem>): string {
if (item.custom) {
if (item.action === 'navigate') {
return `Navigates to the ${item.title} page.`;
}
return `Executes the ${item.action} action.`;
} else {
switch (item.id) {
case 'logout':
return 'Logs you out of the application securely.';
case 'help':
return 'Opens the user manual and help documentation.';
case 'runReport':
return 'Executes the currently selected report.';
case 'cancel':
return 'Cancels the current operation or form.';
case 'submit':
return 'Submits the current form or dialog.';
default:
return `Navigates to the predefined ${item.title} feature.`;
}
}
}
saveNewShortcut() {
if (this.newShortcut.action === 'navigate' && this.newShortcut.route) {
this.newShortcut.route = this.keyboardShortcutService.normalizeRouteStr(this.newShortcut.route);
}
if (this.validateSingleShortcut(this.newShortcut, null)) {
this.shortcuts.push(this.newShortcut as ShortcutItem);
this.isAddingNew = false;
this.validateShortcuts();
if (!this.validationError) {
this.keyboardShortcutService.updateShortcuts(this.shortcuts);
}
}
}
startEditShortcut(item: ShortcutItem) {
if (this.detailsDialogRef) {
this.detailsDialogRef.close();
this.detailsDialogRef = null;
}
this.editingShortcutId = item.id || null;
this.editingShortcutData = { ...item };
this.validationError = null;
}
cancelEditShortcut() {
this.editingShortcutId = null;
this.validationError = null;
}
saveEditShortcut() {
if (this.editingShortcutData.action === 'navigate' && this.editingShortcutData.route) {
this.editingShortcutData.route = this.keyboardShortcutService.normalizeRouteStr(this.editingShortcutData.route);
}
if (this.validateSingleShortcut(this.editingShortcutData, this.editingShortcutId)) {
const index = this.shortcuts.findIndex((s) => s.id === this.editingShortcutId);
if (index > -1) {
this.shortcuts[index] = { ...this.editingShortcutData } as ShortcutItem;
}
this.editingShortcutId = null;
this.validateShortcuts();
if (!this.validationError) {
this.keyboardShortcutService.updateShortcuts(this.shortcuts);
}
}
}
deleteShortcut(item: ShortcutItem) {
if (this.detailsDialogRef) {
this.detailsDialogRef.close();
this.detailsDialogRef = null;
}
this.shortcuts = this.shortcuts.filter((s) => (s.id ? s.id !== item.id : s.title !== item.title));
this.validateShortcuts();
if (!this.validationError) {
this.keyboardShortcutService.updateShortcuts(this.shortcuts);
}
}
validateSingleShortcut(item: Partial<ShortcutItem>, excludeId: string | null): boolean {
if (!item.title || item.title.trim() === '') {
this.validationError = 'Shortcut Name is required';
return false;
}
if (!item.key) {
this.validationError = 'Key combination is required';
return false;
}
if (item.action === 'navigate' && (!item.route || item.route.trim() === '')) {
this.validationError = 'URL / Route is required';
return false;
}
const keyStr = `${!!item.ctrlKey}-${!!item.shiftKey}-${!!item.altKey}-${item.key.toLowerCase()}`;
const seen = new Set<string>();
for (const s of this.shortcuts) {
if (excludeId && s.id === excludeId) continue;
seen.add(`${!!s.ctrlKey}-${!!s.shiftKey}-${!!s.altKey}-${s.key.toLowerCase()}`);
}
if (seen.has(keyStr)) {
this.validationError = `Duplicate shortcut detected: ${this.formatShortcut(item)}`;
return false;
}
this.validationError = null;
return true;
}
save() {
this.validateShortcuts();
if (!this.validationError) {
this.keyboardShortcutService.updateShortcuts(this.shortcuts);
this.dialogRef.close(true);
}
}
resetToDefaults() {
const dialogRef = this.dialog.open(ConfirmationDialogComponent, {
data: {
heading: 'Reset Keyboard Shortcuts',
dialogContext:
'Are you sure you want to reset all keyboard shortcuts to their default configuration? This will remove all custom shortcuts and restore default keys.',
type: 'Warn'
}
});
dialogRef.afterClosed().subscribe((confirm: boolean) => {
if (confirm) {
this.keyboardShortcutService.resetToDefaults();
this.dialogRef.close(true);
}
});
}
cancel() {
this.dialogRef.close(false);
}
}
@@ -0,0 +1,22 @@
<!--
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="suggestion-container">
<div class="suggestion-text">
<strong
>💡 You frequently use <span style="text-transform: capitalize">{{ data.pageName }}</span></strong
><br />
Would you like to create a keyboard shortcut for faster access?
</div>
<div class="suggestion-actions margin-t-10" style="display: flex; justify-content: flex-end; gap: 8px">
<button mat-button style="color: #bbb" (click)="dismiss()">Not Now</button>
<button mat-button style="color: #fff; background-color: rgba(255, 255, 255, 0.1)" (click)="createShortcut()">
Create Shortcut
</button>
</div>
</div>
@@ -0,0 +1,19 @@
/**
* 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/.
*/
.suggestion-container {
display: flex;
flex-direction: column;
gap: 10px;
}
.suggestion-text {
font-size: 14px;
line-height: 1.4;
color: #fff;
}
@@ -0,0 +1,34 @@
/**
* 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_SNACK_BAR_DATA, MatSnackBarRef } from '@angular/material/snack-bar';
import { MatButton } from '@angular/material/button';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@Component({
selector: 'mifosx-shortcut-suggestion-snackbar',
templateUrl: './shortcut-suggestion-snackbar.component.html',
styleUrls: ['./shortcut-suggestion-snackbar.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatButton
]
})
export class ShortcutSuggestionSnackbarComponent {
snackBarRef = inject(MatSnackBarRef<ShortcutSuggestionSnackbarComponent>);
data: { pageName: string; route: string } = inject(MAT_SNACK_BAR_DATA);
createShortcut() {
this.snackBarRef.dismissWithAction();
}
dismiss() {
this.snackBarRef.dismiss();
}
}
@@ -0,0 +1,55 @@
<!--
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="ks-header">
<h1 mat-dialog-title class="ks-title">Create Shortcut</h1>
</div>
<div mat-dialog-content>
@if (validationError) {
<div class="alert error margin-b-10" style="color: #ef4444; margin-bottom: 15px; font-size: 13px">
{{ validationError }}
</div>
}
<div class="layout-column gap-10px" style="padding-top: 10px">
<mat-form-field class="ks-field" style="width: 100%">
<mat-label>Shortcut Name</mat-label>
<input matInput [(ngModel)]="newShortcut.title" />
</mat-form-field>
<mat-form-field class="ks-field" style="width: 100%">
<mat-label>Key Combination</mat-label>
<input
matInput
readonly
[value]="formatShortcut(newShortcut)"
(keydown)="onKeyDown($event)"
placeholder="Click and press keys..."
/>
</mat-form-field>
<mat-form-field class="ks-field" style="width: 100%">
<mat-label>Route</mat-label>
<input matInput [ngModel]="newShortcut.route" disabled="true" />
</mat-form-field>
<mat-form-field class="ks-field" style="width: 100%">
<mat-label>Action</mat-label>
<input matInput [ngModel]="'Navigate'" disabled="true" />
</mat-form-field>
</div>
</div>
<mat-dialog-actions class="ks-actions">
<div style="flex: 1"></div>
<div class="ks-actions__right">
<button mat-stroked-button class="ks-actions__cancel" (click)="cancel()">Cancel</button>
<button mat-flat-button class="ks-actions__confirm ks-actions__confirm--basic" (click)="save()">Save</button>
</div>
</mat-dialog-actions>
@@ -0,0 +1,128 @@
/**
* 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
} from '@angular/material/dialog';
import { KeyboardShortcutService, ShortcutItem } from '../../core/services/keyboard-shortcut.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { FormsModule } from '@angular/forms';
import { MatButton } from '@angular/material/button';
import { MatFormField, MatLabel, MatError } from '@angular/material/form-field';
import { MatInput } from '@angular/material/input';
import { take } from 'rxjs/operators';
@Component({
selector: 'mifosx-inline-create-shortcut-dialog',
templateUrl: './inline-create-shortcut-dialog.component.html',
styleUrls: ['../keyboard-shortcuts-dialog/keyboard-shortcuts-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatButton,
FormsModule,
MatFormField,
MatLabel,
MatInput
]
})
export class InlineCreateShortcutDialogComponent {
dialogRef = inject<MatDialogRef<InlineCreateShortcutDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
private keyboardShortcutService = inject(KeyboardShortcutService);
newShortcut: Partial<ShortcutItem> = {
title: this.data.pageName,
route: this.data.route,
action: 'navigate',
key: '',
ctrlKey: false,
shiftKey: false,
altKey: false,
custom: true,
id: 'custom_' + Date.now()
};
validationError: string | null = null;
formatShortcut(item: Partial<ShortcutItem>): string {
if (!item || (!item.key && !item.ctrlKey && !item.shiftKey && !item.altKey)) return '';
const parts = [];
if (item.ctrlKey) parts.push('Ctrl');
if (item.shiftKey) parts.push('Shift');
if (item.altKey) parts.push('Alt');
if (item.key) parts.push(item.key.toUpperCase());
return parts.join(' + ');
}
onKeyDown(event: KeyboardEvent) {
event.preventDefault();
event.stopPropagation();
// Ignore if only modifier keys are pressed
if ([
'Control',
'Shift',
'Alt',
'Meta'
].includes(event.key)) {
return;
}
this.newShortcut.ctrlKey = event.ctrlKey;
this.newShortcut.shiftKey = event.shiftKey;
this.newShortcut.altKey = event.altKey;
this.newShortcut.key = event.key.toLowerCase();
this.validationError = null;
}
save() {
if (!this.newShortcut.title || this.newShortcut.title.trim() === '') {
this.validationError = 'Shortcut Name is required';
return;
}
if (!this.newShortcut.key) {
this.validationError = 'Key combination is required';
return;
}
const keyStr = `${!!this.newShortcut.ctrlKey}-${!!this.newShortcut.shiftKey}-${!!this.newShortcut.altKey}-${this.newShortcut.key.toLowerCase()}`;
this.keyboardShortcutService.activeShortcuts$.pipe(take(1)).subscribe((shortcuts) => {
// Check for duplicates
const seen = new Set<string>();
for (const s of shortcuts) {
seen.add(`${!!s.ctrlKey}-${!!s.shiftKey}-${!!s.altKey}-${s.key.toLowerCase()}`);
}
if (seen.has(keyStr)) {
this.validationError = `Duplicate shortcut detected: ${this.formatShortcut(this.newShortcut)}`;
return;
}
// Add and save
if (this.newShortcut.route) {
this.newShortcut.route = this.keyboardShortcutService.normalizeRouteStr(this.newShortcut.route);
}
shortcuts.push(this.newShortcut as ShortcutItem);
this.keyboardShortcutService.updateShortcuts(shortcuts);
this.dialogRef.close(true);
});
}
cancel() {
this.dialogRef.close(false);
}
}
@@ -0,0 +1,58 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h1 mat-dialog-title>Shortcut Usage</h1>
<div mat-dialog-content>
<table mat-table [dataSource]="usageData" class="mat-elevation-z1" style="width: 100%; margin-top: 10px">
<!-- Page Column -->
<ng-container matColumnDef="page">
<th mat-header-cell *matHeaderCellDef>Page</th>
<td mat-cell *matCellDef="let item">
<div>{{ item.pageName }}</div>
<div style="font-size: 11px; color: #888">{{ item.route }}</div>
</td>
</ng-container>
<!-- Visits Column -->
<ng-container matColumnDef="visits">
<th mat-header-cell *matHeaderCellDef style="text-align: center">Visits</th>
<td mat-cell *matCellDef="let item" style="text-align: center">
<span style="font-weight: 500">{{ item.visits }}</span>
</td>
</ng-container>
<!-- Status / Action Column -->
<ng-container matColumnDef="status">
<th mat-header-cell *matHeaderCellDef style="text-align: right">Status / Action</th>
<td mat-cell *matCellDef="let item" style="text-align: right">
@if (item.hasShortcut) {
<span style="color: #4caf50; font-size: 13px; font-weight: 500">✓ Shortcut exists</span>
} @else if (item.visits >= 5) {
<span style="color: #ff9800; font-size: 12px; margin-right: 10px; font-weight: 500">Frequently Used</span>
<button mat-button color="primary" (click)="createShortcut(item)">Create Shortcut</button>
} @else {
<span style="color: #aaa; font-size: 12px">Not enough visits</span>
}
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
<tr mat-row *matRowDef="let row; columns: displayedColumns"></tr>
</table>
@if (usageData.length === 0) {
<div style="padding: 20px; text-align: center; color: #888; border: 1px solid #eee; border-top: none">
No usage data collected yet.
</div>
}
</div>
<mat-dialog-actions align="end">
<button mat-button mat-dialog-close>Close</button>
</mat-dialog-actions>
@@ -0,0 +1,9 @@
/**
* 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/.
*/
// Usage dialog styling
@@ -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/.
*/
import { Component, OnInit, inject } from '@angular/core';
import {
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatDialog
} from '@angular/material/dialog';
import { ShortcutSuggestionService } from '../../core/services/shortcut-suggestion.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { MatButton } from '@angular/material/button';
import {
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
} from '@angular/material/table';
import { InlineCreateShortcutDialogComponent } from './inline-create-shortcut-dialog.component';
@Component({
selector: 'mifosx-shortcut-usage-dialog',
templateUrl: './shortcut-usage-dialog.component.html',
styleUrls: ['./shortcut-usage-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatButton,
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
]
})
export class ShortcutUsageDialogComponent implements OnInit {
dialogRef = inject<MatDialogRef<ShortcutUsageDialogComponent>>(MatDialogRef);
private shortcutSuggestionService = inject(ShortcutSuggestionService);
private dialog = inject(MatDialog);
usageData: { route: string; pageName: string; visits: number; hasShortcut: boolean }[] = [];
displayedColumns: string[] = [
'page',
'visits',
'status'
];
ngOnInit() {
this.refreshData();
}
refreshData() {
this.usageData = this.shortcutSuggestionService.getUsageData();
}
createShortcut(item: { pageName: string; route: string }) {
const inlineDialogRef = this.dialog.open(InlineCreateShortcutDialogComponent, {
data: item,
width: '400px',
disableClose: true
});
inlineDialogRef.afterClosed().subscribe((saved) => {
if (saved) {
this.shortcutSuggestionService.markAsDismissed(item.route);
this.refreshData(); // update the table so the checkmark appears!
}
});
}
}
@@ -25,8 +25,7 @@ import { SponsorDDReconciliationService } from '../sponsor-dd-reconciliation.ser
MatCardModule,
MatTableModule,
MatButtonModule,
MatSnackBarModule,
FaIconComponent
MatSnackBarModule
],
templateUrl: './reco-batch-list.component.html',
styles: [
@@ -34,8 +34,7 @@ import { SponsorDDService } from '../sponsor-dd.service';
MatTableModule,
MatButtonModule,
MatDialogModule,
MatSnackBarModule,
FaIconComponent
MatSnackBarModule
],
templateUrl: './dd-inventory-list.component.html',
styles: [
@@ -39,8 +39,7 @@ import { SponsorDDService } from '../sponsor-dd.service';
MatDialogModule,
MatSnackBarModule,
MatFormFieldModule,
MatInputModule,
FaIconComponent
MatInputModule
],
templateUrl: './dd-list.component.html',
styles: [
@@ -13,6 +13,7 @@ import { Router, ActivatedRoute, RouterLink } from '@angular/router';
/** Custom Services */
import { SystemService } from '../../system.service';
import { AlertService } from 'app/core/alert/alert.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Service Zitadel */
@@ -36,6 +37,7 @@ export class AddRoleComponent implements OnInit {
private route = inject(ActivatedRoute);
private router = inject(Router);
private authService = inject(AuthService);
private alertService = inject(AlertService);
/** Role form. */
roleForm: UntypedFormGroup;
@@ -69,7 +71,12 @@ export class AddRoleComponent implements OnInit {
*/
submit() {
this.systemService.createRole(this.roleForm.value).subscribe((response: any) => {
if (environment.OIDC.oidcServerEnabled) {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Role creation request submitted successfully for approval.'
});
} else if (environment.OIDC.oidcServerEnabled) {
this.authService.createRole(response.resourceId, this.roleForm.value.name, this.roleForm.value.description);
}
this.router.navigate(['../'], { relativeTo: this.route });

Some files were not shown because too many files have changed in this diff Show More