Compare commits
2
Commits
| Author | SHA1 | Date | |
|---|---|---|---|
  niteshandClaude Sonnet 5
|
4f02f24aae | ||
|
niteshandClaude Sonnet 5
|
74a51a0626 |
@@ -1321,11 +1321,6 @@
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kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched
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) {
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<mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error>
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} @else if (
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kycForm.get('kycDocumentNumber')?.hasError('aadhaarLast4Mismatch') &&
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kycForm.get('kycDocumentNumber')?.touched
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) {
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<mat-error>Last 4 digits do not match the Aadhaar number entered above</mat-error>
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}
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</mat-form-field>
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@@ -8,14 +8,7 @@
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import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
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import { forkJoin, catchError, of } from 'rxjs';
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import {
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UntypedFormBuilder,
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UntypedFormGroup,
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Validators,
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FormsModule,
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AbstractControl,
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ValidationErrors
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} from '@angular/forms';
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import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
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import {
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MatDialog,
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MAT_DIALOG_DATA,
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@@ -574,28 +567,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
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/** Existing signature document ID (for re-upload/delete) */
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existingSignatureDocId: string = '';
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/**
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* Cross-field check for the OVD "Document Number" field (kycDocumentNumber): when Aadhaar Card
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* is the selected KYC document, its value must identify the same Aadhaar as the aadhaarNumber
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* field captured earlier in this step - the last 4 digits are what's compared, since
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* aadhaarNumber may hold either the raw 12-digit number or a masked value (masking only ever
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* obscures the first 8 digits - see aadhaarMasked in the kycData getter below - so the last 4
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* characters are always the real digits either way). Not applicable to any other document type,
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* where kycDocumentNumber is unrelated to Aadhaar entirely.
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*/
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private aadhaarLast4MatchValidator = (control: AbstractControl): ValidationErrors | null => {
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if (this.selectedKycDoc?.code !== 'AADHAAR') {
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return null;
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}
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const docNumber = (control.value || '').toString().trim();
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const aadhaarValue = (control.parent?.get('aadhaarNumber')?.value || '').toString().trim();
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if (docNumber.length < 4 || aadhaarValue.length < 4) {
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// Required/pattern validators already flag an empty or too-short value on their own.
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return null;
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}
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return docNumber.slice(-4) === aadhaarValue.slice(-4) ? null : { aadhaarLast4Mismatch: true };
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};
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/** KYC Form */
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kycForm: UntypedFormGroup = this.formBuilder.group({
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hasPan: [true],
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@@ -645,8 +616,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
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[
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Validators.required,
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Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/),
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Validators.maxLength(30),
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this.aadhaarLast4MatchValidator
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Validators.maxLength(30)
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]
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],
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kycDocIssueDate: [''],
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@@ -769,14 +739,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
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this.kycForm.get('ecgcSalFlag')?.disable();
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this.kycForm.get('dormantFlag')?.disable();
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}
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// aadhaarLast4MatchValidator (on kycDocumentNumber) reads this control's value directly rather
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// than through its own valueChanges, so a re-check has to be triggered explicitly whenever the
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// Aadhaar field itself changes - otherwise fixing aadhaarNumber after kycDocumentNumber was
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// already entered would leave a stale mismatch error in place.
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this.kycForm.get('aadhaarNumber')?.valueChanges.subscribe(() => {
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this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
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});
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}
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/** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs,
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@@ -1047,9 +1009,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
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// Reset uploads + merged preview when document type changes
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this.kycDocFiles = { front: null, back: null };
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this.kycDocMergedPreview = null;
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// aadhaarLast4MatchValidator only applies while Aadhaar Card is selected - re-check so switching
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// to/away from it immediately picks up (or clears) the mismatch error.
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this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
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}
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isKycDocSelected(proof: ProofType): boolean {
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@@ -1230,9 +1189,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
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// Sync chip-picker selection with the prefilled document name
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if (data.kycDocumentName) {
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this.selectedKycDoc = this.findKycDocProofByName(data.kycDocumentName);
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// patchValue above ran kycDocumentNumber's validators before selectedKycDoc was known,
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// so aadhaarLast4MatchValidator needs a fresh check now that it is.
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this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
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}
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// Set verification statuses from existing data
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if (data.panVerified) {
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+78
-2
@@ -51,12 +51,53 @@
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}
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</mat-form-field>
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<mat-form-field appearance="outline">
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<mat-label>Closure Reason</mat-label>
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<mat-select formControlName="prematureClosureReasonId">
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@for (reason of closureReasonOptions; track reason.id) {
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<mat-option [value]="reason.id">{{ reason.label }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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@if (loadingAmount) {
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<div class="pcd__loading">
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<mat-spinner diameter="28"></mat-spinner>
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<span>Calculating premature-closure amount...</span>
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</div>
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} @else {
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@if (data.activatedOnDate || data.maturityDate || data.currentBalance !== undefined) {
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<div class="pcd__preview pcd__preview--tenure">
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@if (data.activatedOnDate) {
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<div class="pcd__preview-row">
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<span class="pcd__preview-label">Current Term Started</span>
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<span class="pcd__preview-value">{{ activatedOnDateDisplay }}</span>
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</div>
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<div class="pcd__preview-row">
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<span class="pcd__preview-label">Tenure Completed (this term)</span>
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<span class="pcd__preview-value"
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>{{ tenureElapsedDisplay }} <span class="pcd__preview-sub">({{ daysElapsed }} days)</span></span
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>
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</div>
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}
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@if (data.maturityDate) {
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<div class="pcd__preview-row">
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<span class="pcd__preview-label">Scheduled Maturity Date</span>
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<span class="pcd__preview-value"
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>{{ maturityDateDisplay }}
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<span class="pcd__preview-sub">({{ daysRemainingToMaturity }} days left)</span></span
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>
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</div>
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}
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@if (data.currentBalance !== undefined && data.currentBalance !== null) {
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<div class="pcd__preview-row">
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<span class="pcd__preview-label">Current Balance (as of today)</span>
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<span class="pcd__preview-value">{{ data.currentBalance | formatNumber }}</span>
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</div>
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}
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</div>
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}
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@if (maturityAmount !== null && maturityAmount !== undefined) {
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<div class="pcd__preview">
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@if (data.depositAmount) {
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@@ -71,12 +112,27 @@
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<span class="pcd__preview-value">{{ data.nominalAnnualInterestRate }}%</span>
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</div>
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}
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@if (effectiveInterestRate !== null && effectiveInterestRate !== undefined) {
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<div class="pcd__preview-row pcd__preview-row--highlight">
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<span class="pcd__preview-label">Effective Rate for this closure</span>
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<span class="pcd__preview-value">{{ effectiveInterestRate }}%</span>
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</div>
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}
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@if (data.preClosurePenalApplicable) {
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<div class="pcd__preview-row">
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<div
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class="pcd__preview-row"
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[class.pcd__preview-row--waived]="prematureCloseForm.get('waivePreClosurePenalty').value"
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>
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<span class="pcd__preview-label"
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>Pre-Closure Penalty (on {{ data.preClosurePenalInterestOnType?.value }})</span
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>
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<span class="pcd__preview-value">− {{ data.preClosurePenalInterest }}%</span>
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<span class="pcd__preview-value">
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@if (prematureCloseForm.get('waivePreClosurePenalty').value) {
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<span class="pcd__penalty-waived-tag">Waived</span>
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} @else {
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− {{ data.preClosurePenalInterest }}%
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}
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</span>
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</div>
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}
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@if (interestEarned !== null) {
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@@ -94,6 +150,26 @@
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</div>
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}
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@if (data.preClosurePenalApplicable) {
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@if (isAutoWaivedReason) {
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<div class="pcd__waive-locked">
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<fa-icon icon="check-circle" class="m-r-10"></fa-icon>
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<span>
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Penalty automatically waived -- <strong>{{ selectedReasonLabel }}</strong> always waives the
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pre-closure penalty, regardless of this checkbox.
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</span>
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</div>
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} @else {
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<mat-checkbox formControlName="waivePreClosurePenalty" class="pcd__waive-checkbox">
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Waive the pre-closure penalty for this closure
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<span class="pcd__waive-hint">
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Interest recalculates at the full contracted rate instead of the penalty rate above. This does not
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change the product's own penalty setting -- it applies to this one closure only.
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</span>
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</mat-checkbox>
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}
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}
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<div class="pcd__section-label" id="pcd-action-label">{{ 'labels.inputs.Action' | translate }}</div>
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<div class="pcd__options" role="radiogroup" aria-labelledby="pcd-action-label">
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@for (closureOption of onAccountClosureOptions; track closureOption) {
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+80
@@ -204,6 +204,86 @@
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font-weight: 700;
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color: #0f172a;
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}
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&-sub {
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font-family: 'DM Sans', sans-serif;
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font-size: 11px;
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font-weight: 500;
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color: #94a3b8;
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margin-left: 4px;
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}
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}
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.pcd__preview--tenure {
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margin-bottom: 14px;
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}
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.pcd__preview-row--waived {
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.pcd__preview-label {
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color: #16a34a;
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}
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}
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.pcd__penalty-waived-tag {
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font-family: 'DM Sans', sans-serif;
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font-size: 11px;
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font-weight: 700;
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text-transform: uppercase;
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letter-spacing: 0.04em;
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color: #15803d;
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background: #dcfce7;
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border: 1px solid #86efac;
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border-radius: 999px;
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padding: 3px 10px;
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}
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.pcd__waive-checkbox {
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display: flex;
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align-items: flex-start;
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background: #fff;
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border: 1px solid #e2e8f0;
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border-radius: 12px;
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padding: 14px 16px;
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margin: 0 0 18px;
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font-size: 13px;
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font-weight: 600;
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color: #0f172a;
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::ng-deep .mdc-form-field {
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align-items: flex-start;
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}
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::ng-deep .mdc-checkbox {
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margin-top: -9px;
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}
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}
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.pcd__waive-locked {
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display: flex;
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align-items: flex-start;
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gap: 10px;
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background: #f0fdf4;
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border: 1px solid #bbf7d0;
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border-left: 4px solid #16a34a;
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border-radius: 10px;
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color: #15803d;
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font-size: 13px;
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line-height: 1.5;
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padding: 12px 16px;
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margin: 0 0 18px;
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|
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strong {
|
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color: #166534;
|
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}
|
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}
|
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|
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.pcd__waive-hint {
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display: block;
|
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font-size: 12px;
|
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font-weight: 500;
|
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color: #64748b;
|
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margin-top: 3px;
|
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line-height: 1.4;
|
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}
|
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|
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.pcd__section-label {
|
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+174
-2
@@ -67,6 +67,29 @@ export class PrematureCloseDialogComponent implements OnInit {
|
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[PrematureCloseDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'Move the full balance to another savings account'
|
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};
|
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|
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/**
|
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* Mirrors the backend's PrematureClosureReasonType values exactly -- see that enum for why these
|
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* four (everything but Normal) always waive the penalty by RBI policy rather than at the maker's
|
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* discretion. `gatedBy` is the product-facility flag (from `data`) that must be true for the option
|
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* to even be offered; `null` means always offered. Deceased Settlement / Nominee-Legal Heir Closure
|
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* are gated because they are the product's own opt-in facilities (see SavingsProduct
|
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* deceasedSettlement/noPenaltyNomineeHeirClosure) -- a product that never enabled one shouldn't let
|
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* a maker pick it to bypass a penalty that product's terms don't actually exempt.
|
||||
*/
|
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private static readonly NORMAL_REASON_ID = 100;
|
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private static readonly ALL_CLOSURE_REASONS: {
|
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id: number;
|
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label: string;
|
||||
autoWaived: boolean;
|
||||
gatedBy: 'deceasedSettlement' | 'noPenaltyNomineeHeirClosure' | null;
|
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}[] = [
|
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{ id: 100, label: 'Normal Premature Closure', autoWaived: false, gatedBy: null },
|
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{ id: 200, label: 'Premature Extension / Renewal', autoWaived: true, gatedBy: null },
|
||||
{ id: 300, label: 'Conversion to Another Term Deposit', autoWaived: true, gatedBy: null },
|
||||
{ id: 400, label: 'Deceased Settlement', autoWaived: true, gatedBy: 'deceasedSettlement' },
|
||||
{ id: 500, label: 'Nominee / Legal Heir Closure', autoWaived: true, gatedBy: 'noPenaltyNomineeHeirClosure' }
|
||||
];
|
||||
|
||||
dialogRef = inject<MatDialogRef<PrematureCloseDialogComponent>>(MatDialogRef);
|
||||
data: {
|
||||
accountId: number | string;
|
||||
@@ -76,6 +99,11 @@ export class PrematureCloseDialogComponent implements OnInit {
|
||||
preClosurePenalApplicable?: boolean;
|
||||
preClosurePenalInterest?: number;
|
||||
preClosurePenalInterestOnType?: { value: string };
|
||||
deceasedSettlement?: boolean;
|
||||
noPenaltyNomineeHeirClosure?: boolean;
|
||||
activatedOnDate?: any;
|
||||
maturityDate?: any;
|
||||
currentBalance?: number;
|
||||
} = inject(MAT_DIALOG_DATA);
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private fixedDepositsService = inject(FixedDepositsService);
|
||||
@@ -86,6 +114,10 @@ export class PrematureCloseDialogComponent implements OnInit {
|
||||
onAccountClosureOptions: any[] = [];
|
||||
savingsAccountsData: any[] = [];
|
||||
maturityAmount: number = null;
|
||||
/** The rate actually resolved for THIS preview by the backend (actual-period vs contracted,
|
||||
* penalty-deducted or not) -- distinct from data.nominalAnnualInterestRate, which is always the
|
||||
* account's unmodified contracted rate. Read fresh on every recalculation. */
|
||||
effectiveInterestRate: number = null;
|
||||
loadingAmount = true;
|
||||
loadFailed = false;
|
||||
submitting = false;
|
||||
@@ -99,17 +131,66 @@ export class PrematureCloseDialogComponent implements OnInit {
|
||||
closedOnDate: [
|
||||
this.maxDate,
|
||||
Validators.required
|
||||
]
|
||||
],
|
||||
// Both always present (not added conditionally like onAccountClosureId below) so submit()
|
||||
// always carries a value, even for a product with no penalty configured at all -- the backend
|
||||
// ignores them there anyway, since there is nothing to waive.
|
||||
prematureClosureReasonId: [PrematureCloseDialogComponent.NORMAL_REASON_ID],
|
||||
waivePreClosurePenalty: [false]
|
||||
});
|
||||
|
||||
this.prematureCloseForm
|
||||
.get('closedOnDate')
|
||||
.valueChanges.subscribe((date: Date) => this.calculatePrematureAmount(date));
|
||||
// Waiving/un-waiving recalculates the preview the same way changing the date does -- the maker
|
||||
// should see the actual amount they're about to confirm, not the penalty-applied one, the moment
|
||||
// they tick the box.
|
||||
this.prematureCloseForm
|
||||
.get('waivePreClosurePenalty')
|
||||
.valueChanges.subscribe(() => this.calculatePrematureAmount(this.prematureCloseForm.get('closedOnDate').value));
|
||||
// Picking an RBI-mandated waiver reason forces the checkbox on (see onClosureReasonChange) and,
|
||||
// like it, recalculates the preview so the amount shown always matches the reason selected.
|
||||
this.prematureCloseForm
|
||||
.get('prematureClosureReasonId')
|
||||
.valueChanges.subscribe((id: number) => this.onClosureReasonChange(id));
|
||||
// Same date the form already starts with -- without this the amount/options never load unless the
|
||||
// maker happens to touch the date picker, which the full-page form this replaces required too.
|
||||
this.calculatePrematureAmount(this.maxDate);
|
||||
}
|
||||
|
||||
/** The reason list this account's product actually allows -- see ALL_CLOSURE_REASONS' `gatedBy`. */
|
||||
get closureReasonOptions(): { id: number; label: string; autoWaived: boolean }[] {
|
||||
return PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.filter(
|
||||
(reason) => !reason.gatedBy || this.data[reason.gatedBy]
|
||||
);
|
||||
}
|
||||
|
||||
/** True when the selected reason waives the penalty by policy, not maker choice -- the checkbox is
|
||||
* hidden in favour of a plain statement of that fact when this is true (see the template). */
|
||||
get isAutoWaivedReason(): boolean {
|
||||
return !!this.selectedReason?.autoWaived;
|
||||
}
|
||||
|
||||
get selectedReasonLabel(): string {
|
||||
return this.selectedReason?.label ?? '';
|
||||
}
|
||||
|
||||
private get selectedReason(): { id: number; label: string; autoWaived: boolean } | undefined {
|
||||
const id = this.prematureCloseForm?.get('prematureClosureReasonId')?.value;
|
||||
return PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.find((reason) => reason.id === id);
|
||||
}
|
||||
|
||||
private onClosureReasonChange(reasonId: number): void {
|
||||
const reason = PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.find((r) => r.id === reasonId);
|
||||
if (reason?.autoWaived) {
|
||||
// emitEvent: false -- the explicit calculatePrematureAmount call below already covers this
|
||||
// change; without it, this setValue would also fire waivePreClosurePenalty's own subscription
|
||||
// and the amount would be calculated twice for one reason change.
|
||||
this.prematureCloseForm.get('waivePreClosurePenalty').setValue(true, { emitEvent: false });
|
||||
}
|
||||
this.calculatePrematureAmount(this.prematureCloseForm.get('closedOnDate').value);
|
||||
}
|
||||
|
||||
private calculatePrematureAmount(date: Date): void {
|
||||
this.loadingAmount = true;
|
||||
this.loadFailed = false;
|
||||
@@ -118,7 +199,9 @@ export class PrematureCloseDialogComponent implements OnInit {
|
||||
const data = {
|
||||
closedOnDate: this.dateUtils.formatDate(date, dateFormat),
|
||||
dateFormat,
|
||||
locale
|
||||
locale,
|
||||
prematureClosureReasonId: this.prematureCloseForm.get('prematureClosureReasonId')?.value,
|
||||
waivePreClosurePenalty: !!this.prematureCloseForm.get('waivePreClosurePenalty')?.value
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.data.accountId as string, 'calculatePrematureAmount', data)
|
||||
@@ -127,6 +210,7 @@ export class PrematureCloseDialogComponent implements OnInit {
|
||||
this.savingsAccountsData = response.savingsAccounts ?? [];
|
||||
this.onAccountClosureOptions = response.onAccountClosureOptions ?? [];
|
||||
this.maturityAmount = response.maturityAmount;
|
||||
this.effectiveInterestRate = response.nominalAnnualInterestRate ?? null;
|
||||
this.loadingAmount = false;
|
||||
if (!this.prematureCloseForm.contains('onAccountClosureId')) {
|
||||
this.prematureCloseForm.addControl('onAccountClosureId', new UntypedFormControl('', Validators.required));
|
||||
@@ -166,6 +250,94 @@ export class PrematureCloseDialogComponent implements OnInit {
|
||||
return Number(this.maturityAmount) - Number(this.data.depositAmount);
|
||||
}
|
||||
|
||||
get activatedOnDateDisplay(): string {
|
||||
return this.formatFullDate(this.data.activatedOnDate);
|
||||
}
|
||||
|
||||
get maturityDateDisplay(): string {
|
||||
return this.formatFullDate(this.data.maturityDate);
|
||||
}
|
||||
|
||||
/**
|
||||
* The date every "as of" figure in this dialog is measured against -- the maker's own chosen Premature
|
||||
* Close Date, falling back to Fineract's configured Business Date. Deliberately NOT the real-world
|
||||
* clock (`new Date()`): Fineract's business date can lag behind the calendar (a bank's own admin
|
||||
* advances it), and the backend's interest calculation is measured from THIS date, not today's actual
|
||||
* date. Using the real clock here previously showed a "days elapsed" figure that disagreed with the
|
||||
* interest the backend actually computed for the same closure -- both must read off the same clock.
|
||||
*/
|
||||
private get referenceDate(): Date {
|
||||
const picked = this.prematureCloseForm?.get('closedOnDate')?.value;
|
||||
return picked instanceof Date ? picked : this.maxDate;
|
||||
}
|
||||
|
||||
/** Days from the current term's start to the chosen closure date -- 0 if the date is missing or the
|
||||
* closure date is somehow before it, rather than a negative. */
|
||||
get daysElapsed(): number | null {
|
||||
const start = this.data.activatedOnDate ? this.dateUtils.parseDate(this.data.activatedOnDate) : null;
|
||||
if (!start) {
|
||||
return null;
|
||||
}
|
||||
return Math.max(0, this.dateUtils.calculateDiff(start, this.referenceDate));
|
||||
}
|
||||
|
||||
/** Days from the chosen closure date to the scheduled maturity date -- 0 once matured/overdue rather
|
||||
* than negative, since this dialog is for a still-Active account closing early, not a matured one. */
|
||||
get daysRemainingToMaturity(): number | null {
|
||||
const maturity = this.data.maturityDate ? this.dateUtils.parseDate(this.data.maturityDate) : null;
|
||||
if (!maturity) {
|
||||
return null;
|
||||
}
|
||||
return Math.max(0, this.dateUtils.calculateDiff(this.referenceDate, maturity));
|
||||
}
|
||||
|
||||
/** Elapsed tenure as Years/Months/Days, the way a real passbook states it, rather than a raw day
|
||||
* count that is hard to read for a multi-year FD. */
|
||||
get tenureElapsedDisplay(): string {
|
||||
const start = this.data.activatedOnDate ? this.dateUtils.parseDate(this.data.activatedOnDate) : null;
|
||||
if (!start) {
|
||||
return '—';
|
||||
}
|
||||
const { years, months, days } = PrematureCloseDialogComponent.yearsMonthsDaysBetween(start, this.referenceDate);
|
||||
const parts: string[] = [];
|
||||
if (years > 0) {
|
||||
parts.push(`${years} yr${years === 1 ? '' : 's'}`);
|
||||
}
|
||||
if (months > 0) {
|
||||
parts.push(`${months} mo${months === 1 ? '' : 's'}`);
|
||||
}
|
||||
if (days > 0 || parts.length === 0) {
|
||||
parts.push(`${days} day${days === 1 ? '' : 's'}`);
|
||||
}
|
||||
return parts.join(', ');
|
||||
}
|
||||
|
||||
private formatFullDate(value: any): string {
|
||||
if (!value) {
|
||||
return '—';
|
||||
}
|
||||
const parsed = this.dateUtils.parseDate(value);
|
||||
// "28 September 2026" -- day/month-name/year, so this reads unambiguously regardless of the
|
||||
// account's own configured short date format elsewhere in the app.
|
||||
return this.dateUtils.formatDate(parsed, 'd MMMM y');
|
||||
}
|
||||
|
||||
private static yearsMonthsDaysBetween(start: Date, end: Date): { years: number; months: number; days: number } {
|
||||
let years = end.getFullYear() - start.getFullYear();
|
||||
let months = end.getMonth() - start.getMonth();
|
||||
let days = end.getDate() - start.getDate();
|
||||
if (days < 0) {
|
||||
months -= 1;
|
||||
const daysInPreviousMonth = new Date(end.getFullYear(), end.getMonth(), 0).getDate();
|
||||
days += daysInPreviousMonth;
|
||||
}
|
||||
if (months < 0) {
|
||||
years -= 1;
|
||||
months += 12;
|
||||
}
|
||||
return { years: Math.max(0, years), months: Math.max(0, months), days: Math.max(0, days) };
|
||||
}
|
||||
|
||||
/** True when the chosen action needs a destination account but the customer has none to pick. */
|
||||
get noDestinationAccounts(): boolean {
|
||||
return (
|
||||
|
||||
+27
-1
@@ -298,6 +298,18 @@ export class FixedDepositAccountViewComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* The start date of the term currently running -- the last entry in renewalHistory, which is ordered
|
||||
* oldest-first (see RenewalHistoryTabComponent). Falls back to the account's own activation date for
|
||||
* an FD that has never been renewed (or whose renewalHistory hasn't loaded), which is the same date
|
||||
* in that case anyway.
|
||||
*/
|
||||
private get currentTermStartDate(): any {
|
||||
const history = this.fixedDepositsAccountData?.renewalHistory;
|
||||
const latestTerm = Array.isArray(history) && history.length > 0 ? history[history.length - 1] : null;
|
||||
return latestTerm?.activatedondate ?? this.fixedDepositsAccountData?.timeline?.activatedOnDate;
|
||||
}
|
||||
|
||||
/**
|
||||
* Opens the Premature Close action -- Active-only, no reinvest option, since the deposit hasn't
|
||||
* matured yet.
|
||||
@@ -316,7 +328,21 @@ export class FixedDepositAccountViewComponent implements OnInit {
|
||||
nominalAnnualInterestRate: this.fixedDepositsAccountData.nominalAnnualInterestRate,
|
||||
preClosurePenalApplicable: this.fixedDepositsAccountData.preClosurePenalApplicable,
|
||||
preClosurePenalInterest: this.fixedDepositsAccountData.preClosurePenalInterest,
|
||||
preClosurePenalInterestOnType: this.fixedDepositsAccountData.preClosurePenalInterestOnType
|
||||
preClosurePenalInterestOnType: this.fixedDepositsAccountData.preClosurePenalInterestOnType,
|
||||
// Gate which RBI-mandated waiver reasons the dialog offers -- these two are the product's own
|
||||
// facility toggles (Deceased Settlement / No Penalty Nominee-Heir Closure), off by default, so
|
||||
// a product that never enabled them shouldn't offer a reason implying it did.
|
||||
deceasedSettlement: this.fixedDepositsAccountData.deceasedSettlement,
|
||||
noPenaltyNomineeHeirClosure: this.fixedDepositsAccountData.noPenaltyNomineeHeirClosure,
|
||||
// Tenure context (current term's start date, maturity date, current balance) so the dialog can
|
||||
// show how far into THIS term the account is and how much is actually sitting in it today, not
|
||||
// just the penalty-adjusted amount calculatePrematureAmount returns. Deliberately the current
|
||||
// term's own start (see currentTermStartDate), not the account's original activation -- a
|
||||
// renewed FD's interest/tenure runs from the renewal, and showing the original activation date
|
||||
// here would make an account renewed days ago look like it has been running for months.
|
||||
activatedOnDate: this.currentTermStartDate,
|
||||
maturityDate: this.fixedDepositsAccountData.maturityDate,
|
||||
currentBalance: this.fixedDepositsAccountData.summary?.accountBalance
|
||||
}
|
||||
});
|
||||
prematureCloseDialogRef.afterClosed().subscribe((response: any) => {
|
||||
|
||||
+8
-10
@@ -41,8 +41,8 @@
|
||||
) {
|
||||
<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__dot" [class.rh-node__dot--active]="isTermActive(term, last)">
|
||||
@if (isTermActive(term, last)) {
|
||||
<span class="rh-node__pulse"></span>
|
||||
}
|
||||
</span>
|
||||
@@ -51,15 +51,15 @@
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="rh-card" [class.rh-card--active]="term.renewalstatus === 'ACTIVE'">
|
||||
<div class="rh-card" [class.rh-card--active]="isTermActive(term, last)">
|
||||
<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 class="rh-badge" [class.rh-badge--active]="isTermActive(term, last)">
|
||||
<fa-icon [icon]="isTermActive(term, last) ? 'check-circle' : 'clock'"></fa-icon>
|
||||
{{ termStatusLabel(term, last) }}
|
||||
</span>
|
||||
@if (renewalTypeLabel(term)) {
|
||||
<span class="rh-tag">
|
||||
@@ -95,7 +95,7 @@
|
||||
</div>
|
||||
<div class="rh-stat">
|
||||
<span class="rh-stat__label">{{
|
||||
term.renewalstatus === 'ACTIVE' ? 'Interest So Far' : 'Interest Earned'
|
||||
isTermActive(term, last) ? 'Interest So Far' : 'Interest Earned'
|
||||
}}</span>
|
||||
<span class="rh-stat__value rh-stat__value--positive">
|
||||
{{
|
||||
@@ -106,9 +106,7 @@
|
||||
</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__label">{{ maturityLabel(term, last) }}</span>
|
||||
<span class="rh-stat__value">
|
||||
{{ maturityFor(term) | currency: currency.code : 'symbol-narrow' }}
|
||||
</span>
|
||||
|
||||
+45
@@ -183,6 +183,51 @@ export class RenewalHistoryTabComponent implements OnInit {
|
||||
return term?.renewaltype === 'MANUAL' ? 'user-cog' : 'robot';
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether one term's card should show as "still running". `term.renewalstatus` only ever flips from
|
||||
* ACTIVE to MATURED when a term rolls into its successor (see FixedDepositRenewalHistory#markMatured
|
||||
* on the backend) -- a premature closure never touches that row, so the latest term's archived status
|
||||
* would read ACTIVE forever even after the whole account has closed. For the LAST term only, this
|
||||
* cross-checks the account's own live status instead of trusting the archived flag; every earlier
|
||||
* term is reliably matured already (something renewed past it), so its own renewalstatus is
|
||||
* trustworthy as-is and doesn't need the live account status at all.
|
||||
*/
|
||||
isTermActive(term: any, isLast: boolean): boolean {
|
||||
if (isLast && this.fixedDepositsAccountData?.status) {
|
||||
return !!this.fixedDepositsAccountData.status.active;
|
||||
}
|
||||
return term?.renewalstatus === 'ACTIVE';
|
||||
}
|
||||
|
||||
/** Badge text for one term's card -- see {@link isTermActive} for why the last term needs its own check. */
|
||||
termStatusLabel(term: any, isLast: boolean): string {
|
||||
if (this.isTermActive(term, isLast)) {
|
||||
return 'Active';
|
||||
}
|
||||
if (isLast && this.fixedDepositsAccountData?.status?.prematureClosed) {
|
||||
return 'Premature Closed';
|
||||
}
|
||||
return 'Matured';
|
||||
}
|
||||
|
||||
/**
|
||||
* Label for the maturity/value figure -- "Projected Maturity" only makes sense while the term is
|
||||
* still genuinely running towards that projection. `term.maturedamount` (the archived settled value)
|
||||
* is only ever written when a term rolls into its successor, same gap as {@link isTermActive}: a
|
||||
* premature closure settles the account without ever touching that column, so the last term would
|
||||
* keep reading as a live projection forever even though the figure showing is already the final,
|
||||
* settled one (see {@link maturityFor}).
|
||||
*/
|
||||
maturityLabel(term: any, isLast: boolean): string {
|
||||
if (term?.maturedamount != null) {
|
||||
return 'Matured At';
|
||||
}
|
||||
if (isLast && !this.isTermActive(term, isLast)) {
|
||||
return 'Closed At';
|
||||
}
|
||||
return 'Projected Maturity';
|
||||
}
|
||||
|
||||
/**
|
||||
* The rate-by-tenure chart for one term of this FD's history, normalised to one shape regardless of source.
|
||||
*
|
||||
|
||||
+77
-5
@@ -52,16 +52,29 @@ export class ProductEditDiffDialogComponent implements OnInit {
|
||||
productName = '';
|
||||
rows: DiffRow[] = [];
|
||||
|
||||
/** Request plumbing the edit form has to send, but which isn't a product setting a checker reviews. */
|
||||
/** Request plumbing the edit form has to send, but which isn't a product setting a checker reviews.
|
||||
* otherGlMappings is here too -- it is a nested {assets,liabilities,expenses,income} document, not
|
||||
* a scalar, so it is handled separately by namedGlMappingRows() rather than the generic loop below
|
||||
* (which would otherwise dump it as a raw, unreadable JSON blob). */
|
||||
private static readonly IGNORED_KEYS = new Set([
|
||||
'locale',
|
||||
'dateFormat',
|
||||
'monthDayFormat',
|
||||
'id',
|
||||
'productId',
|
||||
'savingsProductId'
|
||||
'savingsProductId',
|
||||
'otherGlMappings'
|
||||
]);
|
||||
|
||||
/** The two reserved otherGlMappings entries a checker actually needs to see by name -- see
|
||||
* AccountingProcessorHelper.SAVINGS_INTEREST_PAYABLE_MAPPING / SAVINGS_INTEREST_PAID_MAPPING. Any
|
||||
* other entry in the assets/liabilities/expenses/income lists is a free-form "Other" row with no
|
||||
* fixed identity to diff against by name, so those are left out of this dialog same as before. */
|
||||
private static readonly NAMED_GL_MAPPINGS = [
|
||||
'Savings Interest Payable',
|
||||
'Savings Interest Paid'
|
||||
];
|
||||
|
||||
/**
|
||||
* Payload fields the stored product exposes under a different path, so the "current" side has
|
||||
* something to compare against instead of always reading as newly set.
|
||||
@@ -115,6 +128,9 @@ export class ProductEditDiffDialogComponent implements OnInit {
|
||||
};
|
||||
|
||||
private glAccountNamesById = new Map<string, string>();
|
||||
/** Same pool as glAccountNamesById, keyed by GL code instead of id -- otherGlMappings entries (see
|
||||
* namedGlMappingRows) identify an account by its code, not its id. */
|
||||
private glAccountNamesByCode = new Map<string, string>();
|
||||
|
||||
ngOnInit(): void {
|
||||
this.productName = this.data.productName ?? '';
|
||||
@@ -131,10 +147,11 @@ export class ProductEditDiffDialogComponent implements OnInit {
|
||||
original: this.displayValue(originalValue, key, original),
|
||||
proposed: this.displayValue(proposed[key], key, original)
|
||||
}))
|
||||
.concat(this.namedGlMappingRows(original, proposed))
|
||||
.sort((a, b) => a.label.localeCompare(b.label));
|
||||
}
|
||||
|
||||
/** Pools every GL account the template offers so an account id can be shown as its name. */
|
||||
/** Pools every GL account the template offers so an account id/code can be shown as its name. */
|
||||
private buildGlAccountLookup(template: any): void {
|
||||
const optionGroups = template?.accountingMappingOptions ?? {};
|
||||
for (const group of Object.values<any>(optionGroups)) {
|
||||
@@ -146,13 +163,68 @@ export class ProductEditDiffDialogComponent implements OnInit {
|
||||
continue;
|
||||
}
|
||||
const label = account.name ?? account.glCode ?? null;
|
||||
if (label) {
|
||||
this.glAccountNamesById.set(String(account.id), account.glCode ? `${label} (${account.glCode})` : label);
|
||||
if (!label) {
|
||||
continue;
|
||||
}
|
||||
const display = account.glCode ? `${label} (${account.glCode})` : label;
|
||||
this.glAccountNamesById.set(String(account.id), display);
|
||||
if (account.glCode) {
|
||||
this.glAccountNamesByCode.set(String(account.glCode), display);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Diffs the two reserved otherGlMappings entries by name across every category (assets/liabilities/
|
||||
* expenses/income) rather than the generic key loop above, since otherGlMappings is a nested
|
||||
* {assets,liabilities,expenses,income} document whose entries move category if the maker changes
|
||||
* which account type they picked -- comparing category-by-category would miss that. `original`
|
||||
* carries this document as otherGlMappingsMap (falling back to the older otherGlMappings key for a
|
||||
* template response that hasn't been re-fetched since), `proposed` as otherGlMappings.
|
||||
*/
|
||||
private namedGlMappingRows(original: any, proposed: any): DiffRow[] {
|
||||
const proposedOther = proposed?.otherGlMappings;
|
||||
if (proposedOther === undefined) {
|
||||
// Not part of this edit at all -- nothing to compare, same as any other field the maker didn't touch.
|
||||
return [];
|
||||
}
|
||||
const originalOther = original?.otherGlMappingsMap ?? original?.otherGlMappings;
|
||||
|
||||
const findByName = (doc: any, accountName: string): { glCode?: string } | null => {
|
||||
const categories: any[] = doc ? Object.values(doc) : [];
|
||||
for (const category of categories) {
|
||||
if (!Array.isArray(category)) {
|
||||
continue;
|
||||
}
|
||||
const match = category.find((entry: any) => entry?.accountName === accountName);
|
||||
if (match) {
|
||||
return match;
|
||||
}
|
||||
}
|
||||
return null;
|
||||
};
|
||||
|
||||
const resolve = (entry: { glCode?: string } | null): string => {
|
||||
if (!entry?.glCode) {
|
||||
return '—';
|
||||
}
|
||||
return this.glAccountNamesByCode.get(String(entry.glCode)) ?? entry.glCode;
|
||||
};
|
||||
|
||||
return ProductEditDiffDialogComponent.NAMED_GL_MAPPINGS.map((accountName) => {
|
||||
const before = findByName(originalOther, accountName);
|
||||
const after = findByName(proposedOther, accountName);
|
||||
return { accountName, before, after };
|
||||
})
|
||||
.filter(({ before, after }) => (before?.glCode ?? null) !== (after?.glCode ?? null))
|
||||
.map(({ accountName, before, after }) => ({
|
||||
label: accountName,
|
||||
original: resolve(before),
|
||||
proposed: resolve(after)
|
||||
}));
|
||||
}
|
||||
|
||||
/** Reads the current value for a payload field, following an alias or GL mapping when needed. */
|
||||
private originalValueFor(key: string, original: any): any {
|
||||
const glMappingKey = ProductEditDiffDialogComponent.GL_FIELD_TO_MAPPING[key];
|
||||
|
||||
Reference in New Issue
Block a user