Compare commits
1
Commits
| Author | SHA1 | Date | |
|---|---|---|---|
|
|
d132bbe716 |
+7
-27
@@ -1,4 +1,3 @@
|
|||||||
# syntax=docker/dockerfile:1
|
|
||||||
###############
|
###############
|
||||||
### STAGE 1: Build app
|
### STAGE 1: Build app
|
||||||
###############
|
###############
|
||||||
@@ -10,13 +9,10 @@ ARG NPM_REGISTRY_URL=https://registry.npmjs.org/
|
|||||||
ARG BUILD_ENVIRONMENT_OPTIONS="--configuration production"
|
ARG BUILD_ENVIRONMENT_OPTIONS="--configuration production"
|
||||||
ARG PUPPETEER_DOWNLOAD_HOST_ARG=https://storage.googleapis.com
|
ARG PUPPETEER_DOWNLOAD_HOST_ARG=https://storage.googleapis.com
|
||||||
ARG PUPPETEER_CHROMIUM_REVISION_ARG=1011831
|
ARG PUPPETEER_CHROMIUM_REVISION_ARG=1011831
|
||||||
# Build ko Chromium nahi chahiye — skip (warna npm ci Chromium download par atak jata hai).
|
ARG PUPPETEER_SKIP_DOWNLOAD_ARG
|
||||||
ARG PUPPETEER_SKIP_DOWNLOAD_ARG=true
|
|
||||||
|
|
||||||
# Set the environment variable to increase Node.js memory limit
|
# Set the environment variable to increase Node.js memory limit
|
||||||
# (Mifos web-app ka production build memory-heavy hai; upstream build:prod
|
ENV NODE_OPTIONS="--max-old-space-size=4096"
|
||||||
# 16384 use karta hai. 4096 par 'ng build' OOM ho jata hai.)
|
|
||||||
ENV NODE_OPTIONS="--max-old-space-size=8192"
|
|
||||||
|
|
||||||
RUN apk add --no-cache git
|
RUN apk add --no-cache git
|
||||||
|
|
||||||
@@ -29,22 +25,14 @@ ENV PUPPETEER_DOWNLOAD_HOST=$PUPPETEER_DOWNLOAD_HOST_ARG
|
|||||||
ENV PUPPETEER_CHROMIUM_REVISION=$PUPPETEER_CHROMIUM_REVISION_ARG
|
ENV PUPPETEER_CHROMIUM_REVISION=$PUPPETEER_CHROMIUM_REVISION_ARG
|
||||||
ENV PUPPETEER_SKIP_DOWNLOAD=$PUPPETEER_SKIP_DOWNLOAD_ARG
|
ENV PUPPETEER_SKIP_DOWNLOAD=$PUPPETEER_SKIP_DOWNLOAD_ARG
|
||||||
|
|
||||||
# Test/e2e tooling ke bhaari binary downloads skip karo — build inhe use nahi
|
|
||||||
# karta, aur inke bina npm ci turant complete ho jata hai.
|
|
||||||
# Cypress -> ~250MB binary (CI me sabse zyada atakta hai)
|
|
||||||
# Playwright-> browser binaries
|
|
||||||
ENV CYPRESS_INSTALL_BINARY=0
|
|
||||||
ENV PLAYWRIGHT_SKIP_BROWSER_DOWNLOAD=1
|
|
||||||
|
|
||||||
COPY ./ /usr/src/app/
|
COPY ./ /usr/src/app/
|
||||||
|
|
||||||
RUN npm config set fetch-retry-maxtimeout 120000 \
|
RUN npm cache clear --force
|
||||||
&& npm config set registry $NPM_REGISTRY_URL --location=global
|
|
||||||
|
|
||||||
# BuildKit cache mount: npm ka download cache builds ke beech persist hota hai,
|
RUN npm config set fetch-retry-maxtimeout 120000
|
||||||
# isliye har build par saare packages dobara download nahi hote (bahut fast).
|
RUN npm config set registry $NPM_REGISTRY_URL --location=global
|
||||||
# 'npm cache clear --force' hata diya — wo har build par cache wipe kar deta tha.
|
|
||||||
RUN --mount=type=cache,target=/root/.npm npm ci --no-audit --no-fund
|
RUN npm ci
|
||||||
|
|
||||||
RUN sh -c "ng build --output-path=/dist $BUILD_ENVIRONMENT_OPTIONS"
|
RUN sh -c "ng build --output-path=/dist $BUILD_ENVIRONMENT_OPTIONS"
|
||||||
|
|
||||||
@@ -53,14 +41,6 @@ RUN sh -c "ng build --output-path=/dist $BUILD_ENVIRONMENT_OPTIONS"
|
|||||||
###############
|
###############
|
||||||
FROM $NGINX_IMAGE
|
FROM $NGINX_IMAGE
|
||||||
|
|
||||||
# envsubst (gettext) alpine-slim me nahi hota — runtime env.js generation ke
|
|
||||||
# liye zaroori hai, isliye explicitly install kar rahe hain.
|
|
||||||
RUN apk add --no-cache gettext
|
|
||||||
|
|
||||||
# Static-only nginx config (SPA fallback, no API proxy). Stock default.conf
|
|
||||||
# ko replace karta hai taaki deep-link refresh par 404 na aaye.
|
|
||||||
COPY nginx.spa.conf /etc/nginx/conf.d/default.conf
|
|
||||||
|
|
||||||
COPY --from=builder /dist/browser /usr/share/nginx/html
|
COPY --from=builder /dist/browser /usr/share/nginx/html
|
||||||
|
|
||||||
EXPOSE 80
|
EXPOSE 80
|
||||||
|
|||||||
+2
-2
@@ -69,8 +69,8 @@
|
|||||||
"budgets": [
|
"budgets": [
|
||||||
{
|
{
|
||||||
"type": "initial",
|
"type": "initial",
|
||||||
"maximumWarning": "18mb",
|
"maximumWarning": "15mb",
|
||||||
"maximumError": "20mb"
|
"maximumError": "17mb"
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
"type": "anyComponentStyle",
|
"type": "anyComponentStyle",
|
||||||
|
|||||||
@@ -1,45 +0,0 @@
|
|||||||
# Static-only nginx config for the CBSNexora Angular UI.
|
|
||||||
# NOTE: No API reverse-proxy here by design — the browser calls the Fineract
|
|
||||||
# backend directly via FINERACT_API_URL (env.js). nginx sirf static files
|
|
||||||
# serve karta hai + Angular SPA routing handle karta hai.
|
|
||||||
|
|
||||||
server {
|
|
||||||
listen 80;
|
|
||||||
server_name _;
|
|
||||||
|
|
||||||
root /usr/share/nginx/html;
|
|
||||||
index index.html;
|
|
||||||
|
|
||||||
# ---- Compression ----
|
|
||||||
gzip on;
|
|
||||||
gzip_comp_level 6;
|
|
||||||
gzip_min_length 1024;
|
|
||||||
gzip_proxied any;
|
|
||||||
gzip_types text/plain text/css application/javascript application/json
|
|
||||||
application/xml image/svg+xml font/woff font/woff2;
|
|
||||||
|
|
||||||
# ---- Runtime env: env.js aur index.html kabhi cache na ho ----
|
|
||||||
# (env.js har container start par envsubst se regenerate hoti hai;
|
|
||||||
# index.html hashed asset filenames point karti hai)
|
|
||||||
location = /assets/env.js {
|
|
||||||
add_header Cache-Control "no-store, no-cache, must-revalidate";
|
|
||||||
expires -1;
|
|
||||||
}
|
|
||||||
|
|
||||||
location = /index.html {
|
|
||||||
add_header Cache-Control "no-store, no-cache, must-revalidate";
|
|
||||||
expires -1;
|
|
||||||
}
|
|
||||||
|
|
||||||
# ---- Hashed static assets: lambe time cache ----
|
|
||||||
location ~* \.(?:js|css|png|jpg|jpeg|gif|ico|svg|woff|woff2|ttf|eot)$ {
|
|
||||||
expires 7d;
|
|
||||||
add_header Cache-Control "public";
|
|
||||||
try_files $uri =404;
|
|
||||||
}
|
|
||||||
|
|
||||||
# ---- Angular SPA fallback: har route index.html par ----
|
|
||||||
location / {
|
|
||||||
try_files $uri $uri/ /index.html;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
Generated
+5363
-74
File diff suppressed because it is too large
Load Diff
@@ -72,7 +72,6 @@ import { ViewJournalEntryTransactionComponent } from 'app/shared/accounting/view
|
|||||||
import { JournalEntryTransactionResolver } from './common-resolvers/journal-entry-transaction.resolver';
|
import { JournalEntryTransactionResolver } from './common-resolvers/journal-entry-transaction.resolver';
|
||||||
import { ExternalAssetOwnerJournalEntryResolver } from 'app/loans/common-resolvers/external-asset-owner-journal-entry.resolver';
|
import { ExternalAssetOwnerJournalEntryResolver } from 'app/loans/common-resolvers/external-asset-owner-journal-entry.resolver';
|
||||||
import { ExternalAssetConfigurationResolver } from './common-resolvers/external-asset-configuration.resolver';
|
import { ExternalAssetConfigurationResolver } from './common-resolvers/external-asset-configuration.resolver';
|
||||||
import { accountingFeatureEnabledGuard } from './disabled-features';
|
|
||||||
|
|
||||||
/** Accounting Routes */
|
/** Accounting Routes */
|
||||||
const routes: Routes = [
|
const routes: Routes = [
|
||||||
@@ -100,8 +99,7 @@ const routes: Routes = [
|
|||||||
{
|
{
|
||||||
path: 'frequent-postings',
|
path: 'frequent-postings',
|
||||||
component: FrequentPostingsComponent,
|
component: FrequentPostingsComponent,
|
||||||
canActivate: [accountingFeatureEnabledGuard],
|
data: { title: 'Frequent Postings', breadcrumb: 'Frequent Postings' },
|
||||||
data: { title: 'Frequent Postings', breadcrumb: 'Frequent Postings', feature: 'frequentPostings' },
|
|
||||||
resolve: {
|
resolve: {
|
||||||
offices: OfficesResolver,
|
offices: OfficesResolver,
|
||||||
accountingRules: AccountingRulesAssociationsResolver,
|
accountingRules: AccountingRulesAssociationsResolver,
|
||||||
@@ -112,8 +110,7 @@ const routes: Routes = [
|
|||||||
{
|
{
|
||||||
path: 'create',
|
path: 'create',
|
||||||
component: CreateJournalEntryComponent,
|
component: CreateJournalEntryComponent,
|
||||||
canActivate: [accountingFeatureEnabledGuard],
|
data: { title: 'Create Journal Entry', breadcrumb: 'Create' },
|
||||||
data: { title: 'Create Journal Entry', breadcrumb: 'Create', feature: 'createJournalEntries' },
|
|
||||||
resolve: {
|
resolve: {
|
||||||
offices: OfficesResolver,
|
offices: OfficesResolver,
|
||||||
currencies: CurrenciesResolver,
|
currencies: CurrenciesResolver,
|
||||||
@@ -197,11 +194,6 @@ const routes: Routes = [
|
|||||||
offices: OfficesResolver
|
offices: OfficesResolver
|
||||||
}
|
}
|
||||||
},
|
},
|
||||||
{
|
|
||||||
path: 'balance-sheet',
|
|
||||||
loadComponent: () => import('./balance-sheet/balance-sheet.component').then((c) => c.BalanceSheetComponent),
|
|
||||||
data: { title: 'Balance Sheet', breadcrumb: 'Balance Sheet' }
|
|
||||||
},
|
|
||||||
{
|
{
|
||||||
path: 'chart-of-accounts',
|
path: 'chart-of-accounts',
|
||||||
data: { title: 'Chart of Accounts', breadcrumb: 'Chart of Accounts' },
|
data: { title: 'Chart of Accounts', breadcrumb: 'Chart of Accounts' },
|
||||||
@@ -252,8 +244,7 @@ const routes: Routes = [
|
|||||||
},
|
},
|
||||||
{
|
{
|
||||||
path: 'closing-entries',
|
path: 'closing-entries',
|
||||||
canActivate: [accountingFeatureEnabledGuard],
|
data: { title: 'Accounting Closures', breadcrumb: 'Closing Entries' },
|
||||||
data: { title: 'Accounting Closures', breadcrumb: 'Closing Entries', feature: 'closingEntries' },
|
|
||||||
children: [
|
children: [
|
||||||
{
|
{
|
||||||
path: '',
|
path: '',
|
||||||
@@ -294,8 +285,7 @@ const routes: Routes = [
|
|||||||
},
|
},
|
||||||
{
|
{
|
||||||
path: 'accounting-rules',
|
path: 'accounting-rules',
|
||||||
canActivate: [accountingFeatureEnabledGuard],
|
data: { title: 'Accounting Rules', breadcrumb: 'Accounting Rules' },
|
||||||
data: { title: 'Accounting Rules', breadcrumb: 'Accounting Rules', feature: 'accountingRules' },
|
|
||||||
children: [
|
children: [
|
||||||
{
|
{
|
||||||
path: '',
|
path: '',
|
||||||
@@ -342,17 +332,11 @@ const routes: Routes = [
|
|||||||
{
|
{
|
||||||
path: 'periodic-accruals',
|
path: 'periodic-accruals',
|
||||||
component: PeriodicAccrualsComponent,
|
component: PeriodicAccrualsComponent,
|
||||||
canActivate: [accountingFeatureEnabledGuard],
|
data: { title: 'Periodic Accrual Accounting', breadcrumb: 'Execute Periodic Accrual Accounting' }
|
||||||
data: {
|
|
||||||
title: 'Periodic Accrual Accounting',
|
|
||||||
breadcrumb: 'Execute Periodic Accrual Accounting',
|
|
||||||
feature: 'accruals'
|
|
||||||
}
|
|
||||||
},
|
},
|
||||||
{
|
{
|
||||||
path: 'provisioning-entries',
|
path: 'provisioning-entries',
|
||||||
canActivate: [accountingFeatureEnabledGuard],
|
data: { title: 'Provisioning Entries', breadcrumb: 'Provisioning Entries' },
|
||||||
data: { title: 'Provisioning Entries', breadcrumb: 'Provisioning Entries', feature: 'provisioningEntries' },
|
|
||||||
children: [
|
children: [
|
||||||
{
|
{
|
||||||
path: '',
|
path: '',
|
||||||
|
|||||||
@@ -17,39 +17,35 @@
|
|||||||
|
|
||||||
<!-- Cards Grid -->
|
<!-- Cards Grid -->
|
||||||
<div class="acc-grid">
|
<div class="acc-grid">
|
||||||
<!-- Frequent Postings — hidden while disabled, see disabled-features.ts -->
|
<!-- Frequent Postings -->
|
||||||
@if (!disabledFeatures.frequentPostings) {
|
<a
|
||||||
<a
|
class="acc-card"
|
||||||
class="acc-card"
|
[routerLink]="['journal-entries/frequent-postings']"
|
||||||
[routerLink]="['journal-entries/frequent-postings']"
|
*mifosxHasPermission="'CREATE_JOURNALENTRY'"
|
||||||
*mifosxHasPermission="'CREATE_JOURNALENTRY'"
|
#frequentPostings
|
||||||
#frequentPostings
|
>
|
||||||
>
|
<div class="acc-card__icon blue"><i class="fas fa-sync-alt"></i></div>
|
||||||
<div class="acc-card__icon blue"><i class="fas fa-sync-alt"></i></div>
|
<div class="acc-card__info">
|
||||||
<div class="acc-card__info">
|
<span class="acc-card__title">{{ 'labels.heading.Frequent Postings' | translate }}</span>
|
||||||
<span class="acc-card__title">{{ 'labels.heading.Frequent Postings' | translate }}</span>
|
<span class="acc-card__desc">{{ 'labels.text.These are predefined postings' | translate }}</span>
|
||||||
<span class="acc-card__desc">{{ 'labels.text.These are predefined postings' | translate }}</span>
|
</div>
|
||||||
</div>
|
</a>
|
||||||
</a>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Create Journal Entries — hidden while disabled, see disabled-features.ts -->
|
<!-- Create Journal Entries -->
|
||||||
@if (!disabledFeatures.createJournalEntries) {
|
<a
|
||||||
<a
|
class="acc-card"
|
||||||
class="acc-card"
|
[routerLink]="['journal-entries/create']"
|
||||||
[routerLink]="['journal-entries/create']"
|
*mifosxHasPermission="'CREATE_JOURNALENTRY'"
|
||||||
*mifosxHasPermission="'CREATE_JOURNALENTRY'"
|
#createJournalEntries
|
||||||
#createJournalEntries
|
>
|
||||||
>
|
<div class="acc-card__icon green"><i class="fas fa-plus-circle"></i></div>
|
||||||
<div class="acc-card__icon green"><i class="fas fa-plus-circle"></i></div>
|
<div class="acc-card__info">
|
||||||
<div class="acc-card__info">
|
<span class="acc-card__title">{{ 'labels.heading.Create Journal Entries' | translate }}</span>
|
||||||
<span class="acc-card__title">{{ 'labels.heading.Create Journal Entries' | translate }}</span>
|
<span class="acc-card__desc">{{
|
||||||
<span class="acc-card__desc">{{
|
'labels.text.Manual journal entry transactions recorded in a journal' | translate
|
||||||
'labels.text.Manual journal entry transactions recorded in a journal' | translate
|
}}</span>
|
||||||
}}</span>
|
</div>
|
||||||
</div>
|
</a>
|
||||||
</a>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Search Journal Entries -->
|
<!-- Search Journal Entries -->
|
||||||
<a class="acc-card" [routerLink]="['journal-entries']" *mifosxHasPermission="'READ_JOURNALENTRY'">
|
<a class="acc-card" [routerLink]="['journal-entries']" *mifosxHasPermission="'READ_JOURNALENTRY'">
|
||||||
@@ -117,64 +113,43 @@
|
|||||||
</div>
|
</div>
|
||||||
</a>
|
</a>
|
||||||
|
|
||||||
<!-- Balance Sheet -->
|
<!-- Closing Entries -->
|
||||||
<a class="acc-card" [routerLink]="['balance-sheet']" *mifosxHasPermission="'READ_GLACCOUNT'" #balanceSheet>
|
<a class="acc-card" [routerLink]="['closing-entries']" *mifosxHasPermission="'READ_GLCLOSURE'" #closingEntries>
|
||||||
<div class="acc-card__icon teal"><i class="fas fa-balance-scale"></i></div>
|
<div class="acc-card__icon red"><i class="fas fa-archive"></i></div>
|
||||||
<div class="acc-card__info">
|
<div class="acc-card__info">
|
||||||
<span class="acc-card__title">Balance Sheet</span>
|
<span class="acc-card__title">{{ 'labels.heading.Closing Entries' | translate }}</span>
|
||||||
<span class="acc-card__desc">Header/Detail balances as on any date</span>
|
<span class="acc-card__desc">{{
|
||||||
|
'labels.text.Journal entries made at the end of accounting period' | translate
|
||||||
|
}}</span>
|
||||||
</div>
|
</div>
|
||||||
</a>
|
</a>
|
||||||
|
|
||||||
<!-- Closing Entries — hidden while disabled, see disabled-features.ts -->
|
<!-- Accounting Rules -->
|
||||||
@if (!disabledFeatures.closingEntries) {
|
<a class="acc-card" [routerLink]="['accounting-rules']" *mifosxHasPermission="'READ_ACCOUNTINGRULE'">
|
||||||
<a class="acc-card" [routerLink]="['closing-entries']" *mifosxHasPermission="'READ_GLCLOSURE'" #closingEntries>
|
<div class="acc-card__icon purple"><i class="fas fa-list-ul"></i></div>
|
||||||
<div class="acc-card__icon red"><i class="fas fa-archive"></i></div>
|
<div class="acc-card__info">
|
||||||
<div class="acc-card__info">
|
<span class="acc-card__title">{{ 'labels.heading.Accounting Rules' | translate }}</span>
|
||||||
<span class="acc-card__title">{{ 'labels.heading.Closing Entries' | translate }}</span>
|
<span class="acc-card__desc">{{ 'labels.text.List of all accounting rules' | translate }}</span>
|
||||||
<span class="acc-card__desc">{{
|
</div>
|
||||||
'labels.text.Journal entries made at the end of accounting period' | translate
|
</a>
|
||||||
}}</span>
|
|
||||||
</div>
|
|
||||||
</a>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Accounting Rules — hidden while disabled, see disabled-features.ts -->
|
<!-- Accruals -->
|
||||||
@if (!disabledFeatures.accountingRules) {
|
<a class="acc-card" [routerLink]="['periodic-accruals']" *mifosxHasPermission="'EXECUTE_PERIODICACCRUALACCOUNTING'">
|
||||||
<a class="acc-card" [routerLink]="['accounting-rules']" *mifosxHasPermission="'READ_ACCOUNTINGRULE'">
|
<div class="acc-card__icon green"><i class="fas fa-calendar-check"></i></div>
|
||||||
<div class="acc-card__icon purple"><i class="fas fa-list-ul"></i></div>
|
<div class="acc-card__info">
|
||||||
<div class="acc-card__info">
|
<span class="acc-card__title">{{ 'labels.heading.Accruals' | translate }}</span>
|
||||||
<span class="acc-card__title">{{ 'labels.heading.Accounting Rules' | translate }}</span>
|
<span class="acc-card__desc">{{ 'labels.text.Accrues income, expenses and liabilities' | translate }}</span>
|
||||||
<span class="acc-card__desc">{{ 'labels.text.List of all accounting rules' | translate }}</span>
|
</div>
|
||||||
</div>
|
</a>
|
||||||
</a>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Accruals — hidden while disabled, see disabled-features.ts -->
|
<!-- Provisioning Entries -->
|
||||||
@if (!disabledFeatures.accruals) {
|
<a class="acc-card" [routerLink]="['provisioning-entries']" *mifosxHasPermission="'VIEW_PROVISIONING_ENTRIES'">
|
||||||
<a
|
<div class="acc-card__icon amber"><i class="fas fa-cogs"></i></div>
|
||||||
class="acc-card"
|
<div class="acc-card__info">
|
||||||
[routerLink]="['periodic-accruals']"
|
<span class="acc-card__title">{{ 'labels.heading.Provisioning Entries' | translate }}</span>
|
||||||
*mifosxHasPermission="'EXECUTE_PERIODICACCRUALACCOUNTING'"
|
<span class="acc-card__desc">{{ 'labels.text.Create provisioning entries' | translate }}</span>
|
||||||
>
|
</div>
|
||||||
<div class="acc-card__icon green"><i class="fas fa-calendar-check"></i></div>
|
</a>
|
||||||
<div class="acc-card__info">
|
|
||||||
<span class="acc-card__title">{{ 'labels.heading.Accruals' | translate }}</span>
|
|
||||||
<span class="acc-card__desc">{{ 'labels.text.Accrues income, expenses and liabilities' | translate }}</span>
|
|
||||||
</div>
|
|
||||||
</a>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Provisioning Entries — hidden while disabled, see disabled-features.ts -->
|
|
||||||
@if (!disabledFeatures.provisioningEntries) {
|
|
||||||
<a class="acc-card" [routerLink]="['provisioning-entries']" *mifosxHasPermission="'VIEW_PROVISIONING_ENTRIES'">
|
|
||||||
<div class="acc-card__icon amber"><i class="fas fa-cogs"></i></div>
|
|
||||||
<div class="acc-card__info">
|
|
||||||
<span class="acc-card__title">{{ 'labels.heading.Provisioning Entries' | translate }}</span>
|
|
||||||
<span class="acc-card__desc">{{ 'labels.text.Create provisioning entries' | translate }}</span>
|
|
||||||
</div>
|
|
||||||
</a>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
|
|||||||
@@ -18,7 +18,6 @@ import { MatIcon } from '@angular/material/icon';
|
|||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
import { MatLine } from '@angular/material/grid-list';
|
import { MatLine } from '@angular/material/grid-list';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
import { DISABLED_ACCOUNTING_FEATURES } from './disabled-features';
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Accounting component.
|
* Accounting component.
|
||||||
@@ -64,9 +63,6 @@ export class AccountingComponent implements AfterViewInit {
|
|||||||
// Initialize an array of 10 boolean values, all set to false
|
// Initialize an array of 10 boolean values, all set to false
|
||||||
arrowBooleans: boolean[] = new Array(10).fill(false);
|
arrowBooleans: boolean[] = new Array(10).fill(false);
|
||||||
|
|
||||||
/** Which accounting tiles are switched off for this installation — see disabled-features.ts. */
|
|
||||||
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Popover function
|
* Popover function
|
||||||
* @param template TemplateRef<any>.
|
* @param template TemplateRef<any>.
|
||||||
@@ -108,15 +104,12 @@ export class AccountingComponent implements AfterViewInit {
|
|||||||
);
|
);
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
// Closing Entries and Create Journal Entries can be switched off (see disabled-features.ts), in
|
if (this.configurationWizardService.showClosingEntries) {
|
||||||
// which case their tiles never render and these refs stay undefined — the wizard simply has no
|
|
||||||
// step to point at, rather than throwing on a missing element.
|
|
||||||
if (this.configurationWizardService.showClosingEntries && this.closingEntries) {
|
|
||||||
setTimeout(() => {
|
setTimeout(() => {
|
||||||
this.showPopover(this.templateClosingEntries, this.closingEntries.nativeElement, 'bottom', true);
|
this.showPopover(this.templateClosingEntries, this.closingEntries.nativeElement, 'bottom', true);
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
if (this.configurationWizardService.showCreateJournalEntries && this.createJournalEntries) {
|
if (this.configurationWizardService.showCreateJournalEntries) {
|
||||||
setTimeout(() => {
|
setTimeout(() => {
|
||||||
this.showPopover(this.templateCreateJournalEntries, this.createJournalEntries.nativeElement, 'bottom', true);
|
this.showPopover(this.templateCreateJournalEntries, this.createJournalEntries.nativeElement, 'bottom', true);
|
||||||
});
|
});
|
||||||
|
|||||||
@@ -116,22 +116,6 @@ export class AccountingService {
|
|||||||
return this.http.get(`/glaccounts`, { params: httpParams });
|
return this.http.get(`/glaccounts`, { params: httpParams });
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* As-on-date balance sheet, grouped by Header/Detail hierarchy — see BalanceSheetApiResource.
|
|
||||||
* @param asOnDate yyyy-MM-dd. Defaults to today on the backend when omitted.
|
|
||||||
* @param officeId Optional — scopes every balance to one office instead of the whole organization.
|
|
||||||
*/
|
|
||||||
getBalanceSheet(asOnDate?: string, officeId?: number): Observable<any> {
|
|
||||||
let httpParams = new HttpParams();
|
|
||||||
if (asOnDate) {
|
|
||||||
httpParams = httpParams.set('asOnDate', asOnDate);
|
|
||||||
}
|
|
||||||
if (officeId != null) {
|
|
||||||
httpParams = httpParams.set('officeId', officeId.toString());
|
|
||||||
}
|
|
||||||
return this.http.get('/accounting/balancesheet', { params: httpParams });
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* @param transactionId Transaction ID of journal entries.
|
* @param transactionId Transaction ID of journal entries.
|
||||||
* @returns {Observable<any>} Journal Entries.
|
* @returns {Observable<any>} Journal Entries.
|
||||||
|
|||||||
@@ -1,363 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
/*
|
|
||||||
* Builds the Consolidated Balance Sheet PDF, laid out like the bank's printed report: liabilities
|
|
||||||
* on the left, assets on the right, each top-level group a named block with its accounts listed
|
|
||||||
* under it and a subtotal in the TOTAL column.
|
|
||||||
*
|
|
||||||
* Drawn directly with jsPDF rather than printed from the DOM: window.print() carries the whole app
|
|
||||||
* shell (sidenav, toolbar, ticker) into the output and gives no control over where a page breaks,
|
|
||||||
* which is what made the printed sheet unreadable. Here each column is paginated on its own, the
|
|
||||||
* way the printed report does it — the left side can run onto page 2 while the right side is still
|
|
||||||
* on page 1 — and every page repeats the heading.
|
|
||||||
*/
|
|
||||||
|
|
||||||
import { jsPDF } from 'jspdf';
|
|
||||||
|
|
||||||
export interface BalanceSheetPdfNode {
|
|
||||||
name: string;
|
|
||||||
glCode: string;
|
|
||||||
usage: 'HEADER' | 'DETAIL';
|
|
||||||
balance: number;
|
|
||||||
children: BalanceSheetPdfNode[];
|
|
||||||
}
|
|
||||||
|
|
||||||
export interface BalanceSheetPdfSide {
|
|
||||||
label: string;
|
|
||||||
total: number;
|
|
||||||
groups: { classification: string; total: number; nodes: BalanceSheetPdfNode[] }[];
|
|
||||||
}
|
|
||||||
|
|
||||||
export interface BalanceSheetPdfInput {
|
|
||||||
bankName: string;
|
|
||||||
officeLabel: string;
|
|
||||||
/** yyyy-MM-dd */
|
|
||||||
asOnDate: string;
|
|
||||||
creditSide: BalanceSheetPdfSide;
|
|
||||||
debitSide: BalanceSheetPdfSide;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Page geometry, in mm on A4 portrait ─────────────────────────────────────
|
|
||||||
const PAGE_W = 210;
|
|
||||||
const PAGE_H = 297;
|
|
||||||
const MARGIN = 8;
|
|
||||||
const COL_W = (PAGE_W - MARGIN * 2) / 2;
|
|
||||||
const COL_X = [
|
|
||||||
MARGIN,
|
|
||||||
MARGIN + COL_W
|
|
||||||
];
|
|
||||||
/** Right edges of the BALANCE and TOTAL columns, relative to a column's left edge. */
|
|
||||||
const BALANCE_R = COL_W - 26;
|
|
||||||
const TOTAL_R = COL_W - 2;
|
|
||||||
/** Name text wraps within this width so it never runs under the BALANCE column. */
|
|
||||||
const NAME_W = COL_W - 30;
|
|
||||||
|
|
||||||
const BODY_TOP = 36;
|
|
||||||
/** Leaves room under the body for the sign-off row and the print-date footer. */
|
|
||||||
const BODY_BOTTOM = PAGE_H - 21;
|
|
||||||
const LINE_H = 3.1;
|
|
||||||
|
|
||||||
const INK: [number, number, number] = [
|
|
||||||
20,
|
|
||||||
20,
|
|
||||||
20
|
|
||||||
];
|
|
||||||
const MUTED: [number, number, number] = [
|
|
||||||
90,
|
|
||||||
90,
|
|
||||||
90
|
|
||||||
];
|
|
||||||
|
|
||||||
type Line =
|
|
||||||
| { kind: 'block'; text: string }
|
|
||||||
| { kind: 'subhead'; text: string; depth: number }
|
|
||||||
| { kind: 'detail'; lines: string[]; amount: string; depth: number }
|
|
||||||
| { kind: 'subsubtotal'; amount: string }
|
|
||||||
| { kind: 'subtotal'; amount: string }
|
|
||||||
| { kind: 'standalone'; lines: string[]; amount: string }
|
|
||||||
| { kind: 'grand'; amount: string }
|
|
||||||
| { kind: 'gap' };
|
|
||||||
|
|
||||||
function money(value: number): string {
|
|
||||||
return new Intl.NumberFormat('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(value ?? 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
function ddmmyyyy(iso: string): string {
|
|
||||||
if (!iso) {
|
|
||||||
return '';
|
|
||||||
}
|
|
||||||
const [
|
|
||||||
y,
|
|
||||||
m,
|
|
||||||
d
|
|
||||||
] = iso.split('-');
|
|
||||||
return `${d}/${m}/${y}`;
|
|
||||||
}
|
|
||||||
|
|
||||||
function heightOf(line: Line): number {
|
|
||||||
switch (line.kind) {
|
|
||||||
case 'block':
|
|
||||||
// Heading plus the short dashed rule beneath it.
|
|
||||||
return LINE_H + 1.8;
|
|
||||||
case 'detail':
|
|
||||||
case 'standalone':
|
|
||||||
return LINE_H * line.lines.length;
|
|
||||||
case 'gap':
|
|
||||||
return 2.4;
|
|
||||||
case 'grand':
|
|
||||||
// Rule above, the figure, and the double rule beneath it.
|
|
||||||
return LINE_H + 6;
|
|
||||||
default:
|
|
||||||
return LINE_H;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Flattens one side into the exact sequence of printed lines. Done up front so pagination is a
|
|
||||||
* matter of measuring heights, with no recursion happening mid-page.
|
|
||||||
*/
|
|
||||||
function flatten(doc: jsPDF, side: BalanceSheetPdfSide): Line[] {
|
|
||||||
const out: Line[] = [];
|
|
||||||
// splitTextToSize measures with whatever font is currently set, so it has to match the font the
|
|
||||||
// detail lines are actually drawn in — otherwise names wrap at the wrong width.
|
|
||||||
doc.setFont('helvetica', 'normal').setFontSize(6.8);
|
|
||||||
|
|
||||||
const pushNode = (node: BalanceSheetPdfNode, depth: number): void => {
|
|
||||||
if (node.usage === 'DETAIL') {
|
|
||||||
const indent = depth * 2;
|
|
||||||
const wrapped: string[] = doc.splitTextToSize(node.name, NAME_W - indent);
|
|
||||||
out.push({ kind: 'detail', lines: wrapped, amount: money(node.balance), depth });
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
out.push({ kind: 'subhead', text: node.name, depth });
|
|
||||||
node.children.forEach((child) => pushNode(child, depth + 1));
|
|
||||||
out.push({ kind: 'subsubtotal', amount: money(node.balance) });
|
|
||||||
};
|
|
||||||
|
|
||||||
for (const group of side.groups) {
|
|
||||||
for (const root of group.nodes) {
|
|
||||||
if (root.usage === 'DETAIL') {
|
|
||||||
// A Detail account sitting under no group at all: a group of one, printed on a single line
|
|
||||||
// carrying both its balance and its total, rather than a heading and a figure on separate
|
|
||||||
// rows with the BALANCE column left empty.
|
|
||||||
out.push({
|
|
||||||
kind: 'standalone',
|
|
||||||
lines: doc.splitTextToSize(root.name.toUpperCase(), NAME_W),
|
|
||||||
amount: money(root.balance)
|
|
||||||
});
|
|
||||||
out.push({ kind: 'gap' });
|
|
||||||
continue;
|
|
||||||
}
|
|
||||||
out.push({ kind: 'block', text: root.name });
|
|
||||||
root.children.forEach((child) => pushNode(child, 0));
|
|
||||||
out.push({ kind: 'subtotal', amount: money(root.balance) });
|
|
||||||
out.push({ kind: 'gap' });
|
|
||||||
}
|
|
||||||
}
|
|
||||||
// Carried as a line of its own so pagination reserves room for it, rather than squeezing it
|
|
||||||
// against the bottom margin under the last block.
|
|
||||||
out.push({ kind: 'grand', amount: money(side.total) });
|
|
||||||
return out;
|
|
||||||
}
|
|
||||||
|
|
||||||
function dottedLine(doc: jsPDF, x1: number, y: number, x2: number): void {
|
|
||||||
doc.setLineDashPattern(
|
|
||||||
[
|
|
||||||
0.4,
|
|
||||||
0.6
|
|
||||||
],
|
|
||||||
0
|
|
||||||
);
|
|
||||||
doc.setLineWidth(0.15);
|
|
||||||
doc.line(x1, y, x2, y);
|
|
||||||
doc.setLineDashPattern([], 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
function drawPageFrame(doc: jsPDF, input: BalanceSheetPdfInput, page: number, pageCount: number): void {
|
|
||||||
doc.setTextColor(...INK);
|
|
||||||
|
|
||||||
doc.setFont('helvetica', 'bold').setFontSize(9.5);
|
|
||||||
doc.text(`${input.bankName.toUpperCase()} , HEAD OFFICE`, PAGE_W / 2, 11, { align: 'center' });
|
|
||||||
|
|
||||||
doc.setFontSize(8);
|
|
||||||
doc.text(`CONSOLIDATED BALANCE SHEET (SUB GROUP WISE) AS ON : ${ddmmyyyy(input.asOnDate)}`, PAGE_W / 2, 16, {
|
|
||||||
align: 'center'
|
|
||||||
});
|
|
||||||
doc.setFont('helvetica', 'normal').setFontSize(7);
|
|
||||||
doc.text(`Page ${page} of ${pageCount}`, PAGE_W - MARGIN, 16, { align: 'right' });
|
|
||||||
doc.text(`FOR BRANCHES : ${input.officeLabel}`, PAGE_W / 2, 20, { align: 'center' });
|
|
||||||
|
|
||||||
dottedLine(doc, MARGIN, 23, PAGE_W - MARGIN);
|
|
||||||
|
|
||||||
// Side titles and column headings, drawn per column.
|
|
||||||
const titles = [
|
|
||||||
'LIABILITIES ( CREDIT )',
|
|
||||||
'ASSETS ( DEBIT )'
|
|
||||||
];
|
|
||||||
for (let c = 0; c < 2; c++) {
|
|
||||||
const x = COL_X[c];
|
|
||||||
doc.setFont('helvetica', 'bold').setFontSize(7.5);
|
|
||||||
doc.text(titles[c], x + 1, 27.5);
|
|
||||||
doc.setFontSize(6.5);
|
|
||||||
doc.text('ACCOUNT NAME', x + 1, 32);
|
|
||||||
doc.text('BALANCE', x + BALANCE_R, 32, { align: 'right' });
|
|
||||||
doc.text('TOTAL', x + TOTAL_R, 32, { align: 'right' });
|
|
||||||
dottedLine(doc, x + 1, 33.4, x + COL_W - 2);
|
|
||||||
}
|
|
||||||
|
|
||||||
// The divider between the two sides.
|
|
||||||
doc.setLineWidth(0.15);
|
|
||||||
doc.setDrawColor(150, 150, 150);
|
|
||||||
doc.line(COL_X[1], 24, COL_X[1], BODY_BOTTOM + 2);
|
|
||||||
doc.setDrawColor(0, 0, 0);
|
|
||||||
|
|
||||||
// Footer.
|
|
||||||
dottedLine(doc, MARGIN, BODY_BOTTOM + 6, PAGE_W - MARGIN);
|
|
||||||
doc
|
|
||||||
.setFont('helvetica', 'normal')
|
|
||||||
.setFontSize(6.5)
|
|
||||||
.setTextColor(...MUTED);
|
|
||||||
const now = new Date();
|
|
||||||
const stamp =
|
|
||||||
`${`${now.getDate()}`.padStart(2, '0')}/${`${now.getMonth() + 1}`.padStart(2, '0')}/${now.getFullYear()} ` +
|
|
||||||
`${`${now.getHours()}`.padStart(2, '0')}:${`${now.getMinutes()}`.padStart(2, '0')}:${`${now.getSeconds()}`.padStart(2, '0')}`;
|
|
||||||
doc.text(`Print Date : ${stamp}`, MARGIN, BODY_BOTTOM + 10);
|
|
||||||
doc.text('Consolidated Balance Sheet (Sub Group Wise)', PAGE_W - MARGIN, BODY_BOTTOM + 10, { align: 'right' });
|
|
||||||
doc.setTextColor(...INK);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Draws one line into a column at y, and returns the y the next line starts at. */
|
|
||||||
function drawLine(doc: jsPDF, line: Line, x: number, y: number): number {
|
|
||||||
switch (line.kind) {
|
|
||||||
case 'block': {
|
|
||||||
doc.setFont('helvetica', 'bold').setFontSize(7);
|
|
||||||
doc.text(line.text.toUpperCase(), x + 1, y);
|
|
||||||
dottedLine(doc, x + 1, y + 1.1, x + 34);
|
|
||||||
return y + heightOf(line);
|
|
||||||
}
|
|
||||||
case 'subhead': {
|
|
||||||
doc.setFont('helvetica', 'bold').setFontSize(6.8);
|
|
||||||
doc.text(line.text, x + 1 + line.depth * 2, y);
|
|
||||||
return y + heightOf(line);
|
|
||||||
}
|
|
||||||
case 'detail': {
|
|
||||||
doc.setFont('helvetica', 'normal').setFontSize(6.8);
|
|
||||||
const indent = x + 2 + line.depth * 2;
|
|
||||||
line.lines.forEach((text, i) => doc.text(text, indent, y + i * LINE_H));
|
|
||||||
// The amount sits on the first line of a wrapped name, as the printed report has it.
|
|
||||||
doc.text(line.amount, x + BALANCE_R, y, { align: 'right' });
|
|
||||||
return y + heightOf(line);
|
|
||||||
}
|
|
||||||
case 'subsubtotal': {
|
|
||||||
doc.setFont('helvetica', 'bold').setFontSize(6.8);
|
|
||||||
dottedLine(doc, x + BALANCE_R - 22, y - 2.2, x + BALANCE_R);
|
|
||||||
doc.text(line.amount, x + BALANCE_R, y, { align: 'right' });
|
|
||||||
return y + heightOf(line);
|
|
||||||
}
|
|
||||||
case 'subtotal': {
|
|
||||||
doc.setFont('helvetica', 'bold').setFontSize(7);
|
|
||||||
doc.text(line.amount, x + TOTAL_R, y, { align: 'right' });
|
|
||||||
return y + heightOf(line);
|
|
||||||
}
|
|
||||||
case 'standalone': {
|
|
||||||
doc.setFont('helvetica', 'bold').setFontSize(7);
|
|
||||||
line.lines.forEach((text, i) => doc.text(text, x + 1, y + i * LINE_H));
|
|
||||||
doc.text(line.amount, x + BALANCE_R, y, { align: 'right' });
|
|
||||||
doc.text(line.amount, x + TOTAL_R, y, { align: 'right' });
|
|
||||||
return y + heightOf(line);
|
|
||||||
}
|
|
||||||
case 'grand': {
|
|
||||||
const top = y + 1.5;
|
|
||||||
doc.setLineWidth(0.3);
|
|
||||||
doc.line(x + 1, top, x + COL_W - 2, top);
|
|
||||||
doc.setFont('helvetica', 'bold').setFontSize(7.5);
|
|
||||||
doc.text(line.amount, x + TOTAL_R, top + 3.6, { align: 'right' });
|
|
||||||
doc.setLineWidth(0.2);
|
|
||||||
doc.line(x + 1, top + 5, x + COL_W - 2, top + 5);
|
|
||||||
doc.line(x + 1, top + 5.7, x + COL_W - 2, top + 5.7);
|
|
||||||
return y + heightOf(line);
|
|
||||||
}
|
|
||||||
default:
|
|
||||||
return y + heightOf(line);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Splits one side's lines into per-page chunks that fit between BODY_TOP and BODY_BOTTOM. */
|
|
||||||
function paginate(lines: Line[]): Line[][] {
|
|
||||||
const pages: Line[][] = [];
|
|
||||||
let current: Line[] = [];
|
|
||||||
let y = BODY_TOP;
|
|
||||||
|
|
||||||
for (const line of lines) {
|
|
||||||
const h = heightOf(line);
|
|
||||||
if (y + h > BODY_BOTTOM) {
|
|
||||||
pages.push(current);
|
|
||||||
current = [];
|
|
||||||
y = BODY_TOP;
|
|
||||||
}
|
|
||||||
current.push(line);
|
|
||||||
y += h;
|
|
||||||
}
|
|
||||||
// Keep the trailing chunk only if it has something on it, but always return at least one page so
|
|
||||||
// a side with no balances still gets its heading and a zero total.
|
|
||||||
if (current.length > 0 || pages.length === 0) {
|
|
||||||
pages.push(current);
|
|
||||||
}
|
|
||||||
return pages;
|
|
||||||
}
|
|
||||||
|
|
||||||
export function buildBalanceSheetPdf(input: BalanceSheetPdfInput): jsPDF {
|
|
||||||
const doc = new jsPDF({ orientation: 'p', unit: 'mm', format: 'a4', compress: true });
|
|
||||||
|
|
||||||
const creditPages = paginate(flatten(doc, input.creditSide));
|
|
||||||
const debitPages = paginate(flatten(doc, input.debitSide));
|
|
||||||
// Both sides print side by side, so the sheet runs as long as the longer of the two, plus a
|
|
||||||
// final page for the grand totals when they would not fit under the last block.
|
|
||||||
const pageCount = Math.max(creditPages.length, debitPages.length);
|
|
||||||
|
|
||||||
for (let p = 0; p < pageCount; p++) {
|
|
||||||
if (p > 0) {
|
|
||||||
doc.addPage();
|
|
||||||
}
|
|
||||||
drawPageFrame(doc, input, p + 1, pageCount);
|
|
||||||
|
|
||||||
const sides = [
|
|
||||||
creditPages[p] ?? [],
|
|
||||||
debitPages[p] ?? []
|
|
||||||
];
|
|
||||||
|
|
||||||
for (let c = 0; c < 2; c++) {
|
|
||||||
const x = COL_X[c];
|
|
||||||
let y = BODY_TOP;
|
|
||||||
for (const line of sides[c]) {
|
|
||||||
y = drawLine(doc, line, x, y);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// Sign-off row, on the closing page only.
|
|
||||||
if (p === pageCount - 1) {
|
|
||||||
doc
|
|
||||||
.setFont('helvetica', 'normal')
|
|
||||||
.setFontSize(6.5)
|
|
||||||
.setTextColor(...MUTED);
|
|
||||||
const roles = [
|
|
||||||
'CLERK',
|
|
||||||
'ACCOUNTANT / OFFICER',
|
|
||||||
'ASST. GEN MANAGER',
|
|
||||||
'GENERAL MANAGER',
|
|
||||||
'CHAIRMAN'
|
|
||||||
];
|
|
||||||
const step = (PAGE_W - MARGIN * 2) / roles.length;
|
|
||||||
roles.forEach((role, i) => doc.text(role, MARGIN + step * i + step / 2, BODY_BOTTOM + 2, { align: 'center' }));
|
|
||||||
doc.setTextColor(...INK);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
return doc;
|
|
||||||
}
|
|
||||||
@@ -1,182 +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="bs-page">
|
|
||||||
<!-- Controls — not part of the printed sheet. -->
|
|
||||||
<div class="bs-controls">
|
|
||||||
<label class="bs-field">
|
|
||||||
<span>As on date</span>
|
|
||||||
<input type="date" [(ngModel)]="asOnDate" (change)="load()" />
|
|
||||||
</label>
|
|
||||||
<label class="bs-field">
|
|
||||||
<span>Branch</span>
|
|
||||||
<select [(ngModel)]="officeId" (ngModelChange)="load()">
|
|
||||||
<option [ngValue]="null">All branches</option>
|
|
||||||
@for (office of offices; track office.id) {
|
|
||||||
<option [ngValue]="office.id">{{ office.name }}</option>
|
|
||||||
}
|
|
||||||
</select>
|
|
||||||
</label>
|
|
||||||
<label class="bs-check">
|
|
||||||
<input type="checkbox" [(ngModel)]="hideZeroBalances" (ngModelChange)="applyZeroFilter()" />
|
|
||||||
<span>Hide nil balances</span>
|
|
||||||
</label>
|
|
||||||
<span class="bs-controls__spacer"></span>
|
|
||||||
@if (!loading && debitSide && creditSide) {
|
|
||||||
<span class="bs-tally" [class.bs-tally--off]="!tallied">
|
|
||||||
{{ tallied ? 'Balanced' : 'Out of balance by ' + fmt(difference) }}
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
<button type="button" class="bs-btn" (click)="load()" [disabled]="loading">
|
|
||||||
{{ loading ? 'Loading…' : 'Refresh' }}
|
|
||||||
</button>
|
|
||||||
<button type="button" class="bs-btn bs-btn--primary" (click)="downloadPdf()" [disabled]="loading || !debitSide">
|
|
||||||
Download PDF
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (error) {
|
|
||||||
<div class="bs-alert">{{ error }}</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (loading) {
|
|
||||||
<div class="bs-loading">Loading balance sheet…</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (!loading && debitSide && creditSide) {
|
|
||||||
<!-- The sheet itself — this block is what prints. -->
|
|
||||||
<div class="bs-sheet">
|
|
||||||
<header class="bs-sheet__head">
|
|
||||||
<h2>CONSOLIDATED BALANCE SHEET (SUB GROUP WISE)</h2>
|
|
||||||
<p>AS ON : {{ displayDate(asOnDateLoaded) }}</p>
|
|
||||||
<p class="bs-sheet__branches">FOR BRANCHES : {{ officeLabel }}</p>
|
|
||||||
</header>
|
|
||||||
|
|
||||||
<div class="bs-sheet__body">
|
|
||||||
<!-- Liabilities (credit) on the left, assets (debit) on the right — as the printed sheet reads. -->
|
|
||||||
<section class="bs-col">
|
|
||||||
<div class="bs-col__title">LIABILITIES ( CREDIT )</div>
|
|
||||||
<div class="bs-row bs-row--colhead">
|
|
||||||
<span>ACCOUNT NAME</span>
|
|
||||||
<span>BALANCE</span>
|
|
||||||
<span>TOTAL</span>
|
|
||||||
</div>
|
|
||||||
@for (group of creditSide.groups; track group.classification) {
|
|
||||||
@for (root of group.nodes; track root.id) {
|
|
||||||
<ng-container *ngTemplateOutlet="block; context: { $implicit: root }"></ng-container>
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@if (creditSide.groups.length === 0) {
|
|
||||||
<div class="bs-empty">No liability, equity or income balances as on this date.</div>
|
|
||||||
}
|
|
||||||
<div class="bs-row bs-row--grand">
|
|
||||||
<span></span>
|
|
||||||
<span></span>
|
|
||||||
<span>{{ fmt(creditSide.total) }}</span>
|
|
||||||
</div>
|
|
||||||
</section>
|
|
||||||
|
|
||||||
<section class="bs-col">
|
|
||||||
<div class="bs-col__title">ASSETS ( DEBIT )</div>
|
|
||||||
<div class="bs-row bs-row--colhead">
|
|
||||||
<span>ACCOUNT NAME</span>
|
|
||||||
<span>BALANCE</span>
|
|
||||||
<span>TOTAL</span>
|
|
||||||
</div>
|
|
||||||
@for (group of debitSide.groups; track group.classification) {
|
|
||||||
@for (root of group.nodes; track root.id) {
|
|
||||||
<ng-container *ngTemplateOutlet="block; context: { $implicit: root }"></ng-container>
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@if (debitSide.groups.length === 0) {
|
|
||||||
<div class="bs-empty">No asset or expense balances as on this date.</div>
|
|
||||||
}
|
|
||||||
<div class="bs-row bs-row--grand">
|
|
||||||
<span></span>
|
|
||||||
<span></span>
|
|
||||||
<span>{{ fmt(debitSide.total) }}</span>
|
|
||||||
</div>
|
|
||||||
</section>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<footer class="bs-sheet__foot">
|
|
||||||
<span>CLERK</span>
|
|
||||||
<span>ACCOUNTANT / OFFICER</span>
|
|
||||||
<span>ASST. GEN MANAGER</span>
|
|
||||||
<span>GENERAL MANAGER</span>
|
|
||||||
<span>CHAIRMAN</span>
|
|
||||||
</footer>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!--
|
|
||||||
One top-level block: the Header account's name, a rule, its lines, then its subtotal in the TOTAL
|
|
||||||
column.
|
|
||||||
-->
|
|
||||||
<ng-template #block let-root>
|
|
||||||
@if (root.usage === 'DETAIL') {
|
|
||||||
<!-- A Detail account with no Header of its own: a group of one, so it gets a single line
|
|
||||||
carrying both its balance and its total rather than a heading repeating its own name. -->
|
|
||||||
<div class="bs-block bs-block--single">
|
|
||||||
<div class="bs-row bs-row--standalone">
|
|
||||||
<span class="bs-name" [title]="root.glCode">{{ root.name }}</span>
|
|
||||||
<span class="bs-amt">{{ fmt(root.balance) }}</span>
|
|
||||||
<span class="bs-amt">{{ fmt(root.balance) }}</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="bs-block">
|
|
||||||
<div class="bs-block__name" [title]="root.glCode">{{ root.name }}</div>
|
|
||||||
<div class="bs-block__rule"></div>
|
|
||||||
@for (child of root.children; track child.id) {
|
|
||||||
<ng-container *ngTemplateOutlet="lines; context: { $implicit: child, depth: 0 }"></ng-container>
|
|
||||||
}
|
|
||||||
@if (root.children.length === 0) {
|
|
||||||
<div class="bs-row bs-row--line">
|
|
||||||
<span class="bs-name bs-name--muted">No accounts under this group</span>
|
|
||||||
<span></span>
|
|
||||||
<span></span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
<div class="bs-row bs-row--subtotal">
|
|
||||||
<span></span>
|
|
||||||
<span></span>
|
|
||||||
<span>{{ fmt(root.balance) }}</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</ng-template>
|
|
||||||
|
|
||||||
<!--
|
|
||||||
Everything below a top-level block. A nested Header keeps its own name and its own subtotal, so a
|
|
||||||
Header inside a Header still reads as its own sub-group rather than flattening into the parent.
|
|
||||||
-->
|
|
||||||
<ng-template #lines let-node let-depth="depth">
|
|
||||||
@if (node.usage === 'DETAIL') {
|
|
||||||
<div class="bs-row bs-row--line">
|
|
||||||
<span class="bs-name" [style.paddingLeft.px]="depth * 14" [title]="node.glCode">{{ node.name }}</span>
|
|
||||||
<span class="bs-amt">{{ fmt(node.balance) }}</span>
|
|
||||||
<span></span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="bs-row bs-row--subhead">
|
|
||||||
<span class="bs-name" [style.paddingLeft.px]="depth * 14" [title]="node.glCode">{{ node.name }}</span>
|
|
||||||
<span></span>
|
|
||||||
<span></span>
|
|
||||||
</div>
|
|
||||||
@for (child of node.children; track child.id) {
|
|
||||||
<ng-container *ngTemplateOutlet="lines; context: { $implicit: child, depth: depth + 1 }"></ng-container>
|
|
||||||
}
|
|
||||||
<div class="bs-row bs-row--subsubtotal">
|
|
||||||
<span></span>
|
|
||||||
<span class="bs-amt">{{ fmt(node.balance) }}</span>
|
|
||||||
<span></span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</ng-template>
|
|
||||||
@@ -1,372 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
$ink: #111827;
|
|
||||||
$ink-soft: #374151;
|
|
||||||
$ink-faint: #9ca3af;
|
|
||||||
$rule: #cbd5e1;
|
|
||||||
$border: #e2e8f0;
|
|
||||||
$accent: #1d4ed8;
|
|
||||||
$ok: #15803d;
|
|
||||||
$ok-soft: #f0fdf4;
|
|
||||||
$danger: #b91c1c;
|
|
||||||
$danger-soft: #fef2f2;
|
|
||||||
|
|
||||||
// Amount columns share one width so BALANCE and TOTAL line up down the whole sheet.
|
|
||||||
$amt-col: 128px;
|
|
||||||
|
|
||||||
.bs-page {
|
|
||||||
padding: 20px 24px 40px;
|
|
||||||
background: #f1f5f9;
|
|
||||||
min-height: 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Controls (screen only) ────────────────────────────────────────────────
|
|
||||||
.bs-controls {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-end;
|
|
||||||
gap: 14px;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
margin-bottom: 18px;
|
|
||||||
|
|
||||||
&__spacer {
|
|
||||||
flex: 1 1 auto;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-field {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 4px;
|
|
||||||
font-size: 10.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.06em;
|
|
||||||
color: $ink-soft;
|
|
||||||
|
|
||||||
input,
|
|
||||||
select {
|
|
||||||
height: 36px;
|
|
||||||
padding: 0 10px;
|
|
||||||
border: 1px solid $border;
|
|
||||||
border-radius: 6px;
|
|
||||||
background: #fff;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 500;
|
|
||||||
text-transform: none;
|
|
||||||
letter-spacing: normal;
|
|
||||||
color: $ink;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-check {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 6px;
|
|
||||||
height: 36px;
|
|
||||||
font-size: 12.5px;
|
|
||||||
font-weight: 600;
|
|
||||||
color: $ink-soft;
|
|
||||||
cursor: pointer;
|
|
||||||
user-select: none;
|
|
||||||
|
|
||||||
input {
|
|
||||||
width: 15px;
|
|
||||||
height: 15px;
|
|
||||||
cursor: pointer;
|
|
||||||
accent-color: $accent;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-btn {
|
|
||||||
height: 36px;
|
|
||||||
padding: 0 16px;
|
|
||||||
border: 1px solid $border;
|
|
||||||
border-radius: 6px;
|
|
||||||
background: #fff;
|
|
||||||
color: $ink-soft;
|
|
||||||
font-size: 12.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
cursor: pointer;
|
|
||||||
|
|
||||||
&--primary {
|
|
||||||
background: $ink;
|
|
||||||
border-color: $ink;
|
|
||||||
color: #fff;
|
|
||||||
}
|
|
||||||
|
|
||||||
&:disabled {
|
|
||||||
opacity: 0.55;
|
|
||||||
cursor: not-allowed;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-tally {
|
|
||||||
padding: 6px 12px;
|
|
||||||
border-radius: 999px;
|
|
||||||
background: $ok-soft;
|
|
||||||
color: $ok;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
|
|
||||||
&--off {
|
|
||||||
background: $danger-soft;
|
|
||||||
color: $danger;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-alert {
|
|
||||||
padding: 10px 14px;
|
|
||||||
border-radius: 6px;
|
|
||||||
background: $danger-soft;
|
|
||||||
color: $danger;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
font-size: 13px;
|
|
||||||
margin-bottom: 14px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-loading {
|
|
||||||
padding: 48px 0;
|
|
||||||
text-align: center;
|
|
||||||
color: $ink-faint;
|
|
||||||
font-size: 13.5px;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── The printed sheet ─────────────────────────────────────────────────────
|
|
||||||
.bs-sheet {
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid $border;
|
|
||||||
padding: 22px 26px 18px;
|
|
||||||
// The ledger reads as a printed report, so the whole sheet is set in a mono face with
|
|
||||||
// figures on tabular numerals — columns stay aligned however long the names run.
|
|
||||||
font-family: 'DejaVu Sans Mono', 'Liberation Mono', Consolas, 'Courier New', monospace;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
color: $ink;
|
|
||||||
|
|
||||||
&__head {
|
|
||||||
text-align: center;
|
|
||||||
border-bottom: 1px dotted $rule;
|
|
||||||
padding-bottom: 10px;
|
|
||||||
margin-bottom: 12px;
|
|
||||||
|
|
||||||
h2 {
|
|
||||||
margin: 0;
|
|
||||||
font-size: 13.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.04em;
|
|
||||||
}
|
|
||||||
|
|
||||||
p {
|
|
||||||
margin: 4px 0 0;
|
|
||||||
font-size: 11.5px;
|
|
||||||
color: $ink-soft;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__branches {
|
|
||||||
letter-spacing: 0.05em;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__body {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: 1fr 1fr;
|
|
||||||
gap: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__foot {
|
|
||||||
display: flex;
|
|
||||||
justify-content: space-between;
|
|
||||||
gap: 8px;
|
|
||||||
margin-top: 26px;
|
|
||||||
padding-top: 10px;
|
|
||||||
border-top: 1px dotted $rule;
|
|
||||||
font-size: 10px;
|
|
||||||
letter-spacing: 0.05em;
|
|
||||||
color: $ink-soft;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-col {
|
|
||||||
padding: 0 16px;
|
|
||||||
min-width: 0;
|
|
||||||
|
|
||||||
&:first-child {
|
|
||||||
border-right: 1px dotted $rule;
|
|
||||||
padding-left: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&:last-child {
|
|
||||||
padding-right: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.05em;
|
|
||||||
padding-bottom: 6px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Rows: one grid so name / BALANCE / TOTAL align across every block ──────
|
|
||||||
.bs-row {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: minmax(0, 1fr) $amt-col $amt-col;
|
|
||||||
gap: 8px;
|
|
||||||
align-items: baseline;
|
|
||||||
font-size: 11.5px;
|
|
||||||
line-height: 1.55;
|
|
||||||
|
|
||||||
> span:nth-child(2),
|
|
||||||
> span:nth-child(3) {
|
|
||||||
text-align: right;
|
|
||||||
white-space: nowrap;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--colhead {
|
|
||||||
font-weight: 700;
|
|
||||||
font-size: 10.5px;
|
|
||||||
letter-spacing: 0.05em;
|
|
||||||
border-bottom: 1px dotted $rule;
|
|
||||||
padding-bottom: 4px;
|
|
||||||
margin-bottom: 6px;
|
|
||||||
color: $ink-soft;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--line {
|
|
||||||
color: $ink-soft;
|
|
||||||
}
|
|
||||||
|
|
||||||
// A nested Header inside a block: its own named sub-group.
|
|
||||||
&--subhead {
|
|
||||||
font-weight: 700;
|
|
||||||
color: $ink;
|
|
||||||
padding-top: 3px;
|
|
||||||
}
|
|
||||||
|
|
||||||
// Sub-group subtotal sits in the BALANCE column, so it never collides with the
|
|
||||||
// block's own figure in TOTAL.
|
|
||||||
&--subsubtotal {
|
|
||||||
border-top: 1px dotted $rule;
|
|
||||||
font-weight: 700;
|
|
||||||
color: $accent;
|
|
||||||
}
|
|
||||||
|
|
||||||
// Top-level block subtotal, in the TOTAL column.
|
|
||||||
&--subtotal {
|
|
||||||
font-weight: 700;
|
|
||||||
color: $ink;
|
|
||||||
padding-top: 2px;
|
|
||||||
}
|
|
||||||
|
|
||||||
// A Header-less Detail account: its own one-line group.
|
|
||||||
&--standalone {
|
|
||||||
font-weight: 700;
|
|
||||||
color: $ink;
|
|
||||||
|
|
||||||
.bs-name {
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.03em;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&--grand {
|
|
||||||
margin-top: 14px;
|
|
||||||
padding-top: 8px;
|
|
||||||
border-top: 1px solid $ink;
|
|
||||||
border-bottom: 3px double $ink;
|
|
||||||
font-weight: 700;
|
|
||||||
font-size: 12.5px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-name {
|
|
||||||
overflow-wrap: anywhere;
|
|
||||||
|
|
||||||
&--muted {
|
|
||||||
color: $ink-faint;
|
|
||||||
font-style: italic;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-amt {
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-block {
|
|
||||||
margin-bottom: 14px;
|
|
||||||
|
|
||||||
&--single {
|
|
||||||
margin-bottom: 10px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__name {
|
|
||||||
font-size: 11.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.03em;
|
|
||||||
text-transform: uppercase;
|
|
||||||
}
|
|
||||||
|
|
||||||
// The short dashed rule the printed sheet puts under every group heading.
|
|
||||||
&__rule {
|
|
||||||
width: 130px;
|
|
||||||
border-top: 1px dotted $ink-faint;
|
|
||||||
margin: 2px 0 4px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-empty {
|
|
||||||
padding: 14px 0;
|
|
||||||
font-size: 11.5px;
|
|
||||||
color: $ink-faint;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Narrow screens: stack the two sides instead of squeezing the columns ───
|
|
||||||
@media (width <= 1100px) {
|
|
||||||
.bs-sheet__body {
|
|
||||||
grid-template-columns: 1fr;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-col {
|
|
||||||
padding: 0;
|
|
||||||
|
|
||||||
&:first-child {
|
|
||||||
border-right: none;
|
|
||||||
border-bottom: 1px dotted $rule;
|
|
||||||
padding-bottom: 16px;
|
|
||||||
margin-bottom: 16px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Print: only the sheet, at report proportions ───────────────────────────
|
|
||||||
@media print {
|
|
||||||
.bs-controls,
|
|
||||||
.bs-alert,
|
|
||||||
.bs-loading {
|
|
||||||
display: none !important;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-page {
|
|
||||||
padding: 0;
|
|
||||||
background: #fff;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-sheet {
|
|
||||||
border: none;
|
|
||||||
padding: 0;
|
|
||||||
font-size: 10px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-sheet__body {
|
|
||||||
grid-template-columns: 1fr 1fr;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bs-block {
|
|
||||||
break-inside: avoid;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,218 +0,0 @@
|
|||||||
/**
|
|
||||||
* Copyright since 2025 Mifos Initiative
|
|
||||||
*
|
|
||||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
|
||||||
import { CommonModule } from '@angular/common';
|
|
||||||
import { FormsModule } from '@angular/forms';
|
|
||||||
import { AccountingService } from '../accounting.service';
|
|
||||||
import { OrganizationService } from '../../organization/organization.service';
|
|
||||||
import { buildBalanceSheetPdf } from './balance-sheet-pdf';
|
|
||||||
|
|
||||||
interface BalanceSheetNode {
|
|
||||||
id: number;
|
|
||||||
name: string;
|
|
||||||
glCode: string;
|
|
||||||
usage: 'HEADER' | 'DETAIL';
|
|
||||||
balance: number;
|
|
||||||
children: BalanceSheetNode[];
|
|
||||||
}
|
|
||||||
|
|
||||||
interface BalanceSheetGroup {
|
|
||||||
classification: string;
|
|
||||||
total: number;
|
|
||||||
nodes: BalanceSheetNode[];
|
|
||||||
}
|
|
||||||
|
|
||||||
interface BalanceSheetSide {
|
|
||||||
label: string;
|
|
||||||
total: number;
|
|
||||||
groups: BalanceSheetGroup[];
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Consolidated Balance Sheet (sub-group wise), laid out the way the bank's own printed balance
|
|
||||||
* sheet reads: liabilities on the left, assets on the right, each top-level Header account a named
|
|
||||||
* block whose Detail accounts are listed under it and subtotalled in the TOTAL column.
|
|
||||||
*
|
|
||||||
* Balances come from BalanceSheetApiResource, which reads the live ledger - a Detail account's own
|
|
||||||
* postings, and a Header's as the recursive sum of its children (a Header never carries a posting
|
|
||||||
* of its own). A Detail account that sits under no Header at all is shown as its own one-line block
|
|
||||||
* rather than being dropped.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-balance-sheet',
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
CommonModule,
|
|
||||||
FormsModule
|
|
||||||
],
|
|
||||||
templateUrl: './balance-sheet.component.html',
|
|
||||||
styleUrl: './balance-sheet.component.scss'
|
|
||||||
})
|
|
||||||
export class BalanceSheetComponent implements OnInit {
|
|
||||||
private accountingService = inject(AccountingService);
|
|
||||||
private organizationService = inject(OrganizationService);
|
|
||||||
|
|
||||||
/** Printed at the head of the PDF. Falls back to a neutral title if the profile is not set up. */
|
|
||||||
bankName = 'Bank';
|
|
||||||
|
|
||||||
asOnDate: string = new Date().toISOString().slice(0, 10);
|
|
||||||
officeId: number | null = null;
|
|
||||||
offices: { id: number; name: string }[] = [];
|
|
||||||
|
|
||||||
loading = false;
|
|
||||||
error = '';
|
|
||||||
asOnDateLoaded = '';
|
|
||||||
|
|
||||||
/** What the server returned, kept whole so the zero-balance toggle never needs a refetch. */
|
|
||||||
private rawDebitSide: BalanceSheetSide | null = null;
|
|
||||||
private rawCreditSide: BalanceSheetSide | null = null;
|
|
||||||
|
|
||||||
debitSide: BalanceSheetSide | null = null;
|
|
||||||
creditSide: BalanceSheetSide | null = null;
|
|
||||||
|
|
||||||
/**
|
|
||||||
* A working chart of accounts carries far more accounts than a bank actually operates, and a
|
|
||||||
* printed balance sheet lists only the ones carrying a balance — leaving every nil line in makes
|
|
||||||
* the sheet unreadable. On by default for that reason; switch it off to audit the full chart.
|
|
||||||
*/
|
|
||||||
hideZeroBalances = true;
|
|
||||||
|
|
||||||
/** Both sides are derived from the same double-entry ledger, so they can only disagree if a
|
|
||||||
* posting is missing a leg — worth surfacing rather than hiding. */
|
|
||||||
get tallied(): boolean {
|
|
||||||
if (!this.debitSide || !this.creditSide) {
|
|
||||||
return true;
|
|
||||||
}
|
|
||||||
return Math.abs(this.debitSide.total - this.creditSide.total) < 0.01;
|
|
||||||
}
|
|
||||||
|
|
||||||
get difference(): number {
|
|
||||||
if (!this.debitSide || !this.creditSide) {
|
|
||||||
return 0;
|
|
||||||
}
|
|
||||||
return Math.abs(this.debitSide.total - this.creditSide.total);
|
|
||||||
}
|
|
||||||
|
|
||||||
get officeLabel(): string {
|
|
||||||
if (this.officeId == null) {
|
|
||||||
return 'ALL BRANCHES';
|
|
||||||
}
|
|
||||||
return (this.offices.find((o) => o.id === this.officeId)?.name ?? '').toUpperCase();
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
this.accountingService.getOffices().subscribe({
|
|
||||||
next: (offices) => (this.offices = offices || []),
|
|
||||||
error: () => (this.offices = [])
|
|
||||||
});
|
|
||||||
this.organizationService.getInstitutionProfile().subscribe({
|
|
||||||
next: (profile: any) => {
|
|
||||||
this.bankName = profile?.statementHeaderName || profile?.bankName || this.bankName;
|
|
||||||
},
|
|
||||||
// A missing institution profile must not stop the sheet from loading — the PDF just carries
|
|
||||||
// the fallback title.
|
|
||||||
error: () => undefined
|
|
||||||
});
|
|
||||||
this.load();
|
|
||||||
}
|
|
||||||
|
|
||||||
load(): void {
|
|
||||||
this.loading = true;
|
|
||||||
this.error = '';
|
|
||||||
this.accountingService.getBalanceSheet(this.asOnDate, this.officeId ?? undefined).subscribe({
|
|
||||||
next: (res: any) => {
|
|
||||||
this.rawDebitSide = res.debitSide;
|
|
||||||
this.rawCreditSide = res.creditSide;
|
|
||||||
this.asOnDateLoaded = res.asOnDate;
|
|
||||||
this.applyZeroFilter();
|
|
||||||
this.loading = false;
|
|
||||||
},
|
|
||||||
error: () => {
|
|
||||||
this.error = 'Could not load the balance sheet for this date.';
|
|
||||||
this.loading = false;
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Rebuilds the displayed sides from what the server sent, dropping nil lines when asked. The
|
|
||||||
* totals are deliberately left as the server computed them — hiding a nil line must never change
|
|
||||||
* a figure, and a group total is unaffected by removing children that summed to nothing.
|
|
||||||
*/
|
|
||||||
applyZeroFilter(): void {
|
|
||||||
this.debitSide = this.filterSide(this.rawDebitSide);
|
|
||||||
this.creditSide = this.filterSide(this.rawCreditSide);
|
|
||||||
}
|
|
||||||
|
|
||||||
private filterSide(side: BalanceSheetSide | null): BalanceSheetSide | null {
|
|
||||||
if (!side) {
|
|
||||||
return null;
|
|
||||||
}
|
|
||||||
if (!this.hideZeroBalances) {
|
|
||||||
return side;
|
|
||||||
}
|
|
||||||
const groups = side.groups
|
|
||||||
.map((group) => ({
|
|
||||||
...group,
|
|
||||||
nodes: group.nodes
|
|
||||||
.map((node) => this.pruneZeros(node))
|
|
||||||
.filter((node): node is BalanceSheetNode => node !== null)
|
|
||||||
}))
|
|
||||||
.filter((group) => group.nodes.length > 0);
|
|
||||||
return { ...side, groups };
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Drops a node whose balance is nil, and any Header left with nothing under it. */
|
|
||||||
private pruneZeros(node: BalanceSheetNode): BalanceSheetNode | null {
|
|
||||||
if (Math.abs(node.balance) < 0.005) {
|
|
||||||
return null;
|
|
||||||
}
|
|
||||||
const children = node.children
|
|
||||||
.map((child) => this.pruneZeros(child))
|
|
||||||
.filter((child): child is BalanceSheetNode => child !== null);
|
|
||||||
return { ...node, children };
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Indian grouping with two decimals, matching the printed report (2,76,92,608.00). */
|
|
||||||
fmt(value: number): string {
|
|
||||||
return new Intl.NumberFormat('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(value ?? 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** dd/MM/yyyy, as the printed report dates it. */
|
|
||||||
displayDate(iso: string): string {
|
|
||||||
if (!iso) {
|
|
||||||
return '';
|
|
||||||
}
|
|
||||||
const [
|
|
||||||
y,
|
|
||||||
m,
|
|
||||||
d
|
|
||||||
] = iso.split('-');
|
|
||||||
return `${d}/${m}/${y}`;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Builds the report as a real PDF rather than printing the page: window.print() takes the whole
|
|
||||||
* app shell with it and breaks pages wherever they happen to fall, which is what made the earlier
|
|
||||||
* output unusable.
|
|
||||||
*/
|
|
||||||
downloadPdf(): void {
|
|
||||||
if (!this.debitSide || !this.creditSide) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
const doc = buildBalanceSheetPdf({
|
|
||||||
bankName: this.bankName,
|
|
||||||
officeLabel: this.officeLabel,
|
|
||||||
asOnDate: this.asOnDateLoaded || this.asOnDate,
|
|
||||||
creditSide: this.creditSide,
|
|
||||||
debitSide: this.debitSide
|
|
||||||
});
|
|
||||||
doc.save(`balance-sheet-${this.asOnDateLoaded || this.asOnDate}.pdf`);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,43 +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 { inject } from '@angular/core';
|
|
||||||
import { Router, CanActivateFn } from '@angular/router';
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Accounting features switched off for this installation.
|
|
||||||
*
|
|
||||||
* Nothing is deleted — the components, routes and services all stay in place, and flipping a flag
|
|
||||||
* back to `false` brings the feature back with its tile and its route. The matching API block lives
|
|
||||||
* in DisabledFeatureApiFilter on the backend, so a hidden feature cannot be reached by calling the
|
|
||||||
* endpoint directly either.
|
|
||||||
*/
|
|
||||||
export const DISABLED_ACCOUNTING_FEATURES = {
|
|
||||||
createJournalEntries: true,
|
|
||||||
frequentPostings: true,
|
|
||||||
closingEntries: true,
|
|
||||||
accruals: true,
|
|
||||||
provisioningEntries: true,
|
|
||||||
accountingRules: true
|
|
||||||
};
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Blocks a route belonging to a disabled feature, for anyone who reaches it by typing the URL
|
|
||||||
* rather than through a tile. `data.feature` names the flag to check.
|
|
||||||
*/
|
|
||||||
export const accountingFeatureEnabledGuard: CanActivateFn = (route) => {
|
|
||||||
const router = inject(Router);
|
|
||||||
const feature = route.data?.['feature'] as keyof typeof DISABLED_ACCOUNTING_FEATURES | undefined;
|
|
||||||
|
|
||||||
if (!feature || !DISABLED_ACCOUNTING_FEATURES[feature]) {
|
|
||||||
return true;
|
|
||||||
}
|
|
||||||
|
|
||||||
router.navigate(['/accounting'], { replaceUrl: true });
|
|
||||||
return false;
|
|
||||||
};
|
|
||||||
+15
-6
@@ -16,7 +16,6 @@ import { AccountingService } from '../../accounting.service';
|
|||||||
import { GLAccount } from 'app/shared/models/general.model';
|
import { GLAccount } from 'app/shared/models/general.model';
|
||||||
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
import { accountOptionsForActivity } from '../financial-activity-account-options';
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Create financial activity mapping component.
|
* Create financial activity mapping component.
|
||||||
@@ -88,11 +87,21 @@ export class CreateFinancialActivityMappingComponent implements OnInit {
|
|||||||
*/
|
*/
|
||||||
setGlAccountData() {
|
setGlAccountData() {
|
||||||
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
||||||
this.glAccountData = accountOptionsForActivity(
|
switch (financialActivityId) {
|
||||||
this.financialActivityData,
|
case 100:
|
||||||
financialActivityId,
|
case 101:
|
||||||
this.glAccountOptions
|
case 102:
|
||||||
);
|
case 103:
|
||||||
|
this.glAccountData = this.glAccountOptions.assetAccountOptions;
|
||||||
|
break;
|
||||||
|
case 200:
|
||||||
|
case 201:
|
||||||
|
this.glAccountData = this.glAccountOptions.liabilityAccountOptions;
|
||||||
|
break;
|
||||||
|
case 300:
|
||||||
|
this.glAccountData = this.glAccountOptions.equityAccountOptions;
|
||||||
|
break;
|
||||||
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
+15
-6
@@ -16,7 +16,6 @@ import { AccountingService } from '../../accounting.service';
|
|||||||
import { GLAccount } from 'app/shared/models/general.model';
|
import { GLAccount } from 'app/shared/models/general.model';
|
||||||
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
import { accountOptionsForActivity } from '../financial-activity-account-options';
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Edit financial activity mapping component.
|
* Edit financial activity mapping component.
|
||||||
@@ -99,11 +98,21 @@ export class EditFinancialActivityMappingComponent implements OnInit {
|
|||||||
*/
|
*/
|
||||||
setGLAccountData() {
|
setGLAccountData() {
|
||||||
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
||||||
this.glAccountData = accountOptionsForActivity(
|
switch (financialActivityId) {
|
||||||
this.financialActivityData,
|
case 100:
|
||||||
financialActivityId,
|
case 101:
|
||||||
this.glAccountOptions
|
case 102:
|
||||||
);
|
case 103:
|
||||||
|
this.glAccountData = this.glAccountOptions.assetAccountOptions;
|
||||||
|
break;
|
||||||
|
case 200:
|
||||||
|
case 201:
|
||||||
|
this.glAccountData = this.glAccountOptions.liabilityAccountOptions;
|
||||||
|
break;
|
||||||
|
case 300:
|
||||||
|
this.glAccountData = this.glAccountOptions.equityAccountOptions;
|
||||||
|
break;
|
||||||
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -1,38 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
/**
|
|
||||||
* The GL accounts a financial activity may be mapped to.
|
|
||||||
*
|
|
||||||
* The activity itself says which kind of account it needs — the template returns `mappedGLAccountType` on every
|
|
||||||
* option — so the answer is read from the activity rather than worked out from its id. The screens used to switch on
|
|
||||||
* the id instead, listing the ones they knew:
|
|
||||||
*
|
|
||||||
* case 100, 101, 102, 103 → asset
|
|
||||||
* case 200, 201 → liability
|
|
||||||
* case 300 → equity
|
|
||||||
*
|
|
||||||
* Every activity added since fell through that switch and left the account dropdown empty, which is how dividendPaid
|
|
||||||
* (202), reserveForDividend (301), distributableProfit (302), retainedProfit (303) and dividendRoundOff (304) became
|
|
||||||
* unmappable — the screen offered no accounts and gave no reason. A list keyed on ids has to be extended by hand for
|
|
||||||
* each new activity, and is silently wrong until someone notices; asking the activity what it needs cannot fall out
|
|
||||||
* of step with the backend.
|
|
||||||
*
|
|
||||||
* @param activities the template's financialActivityOptions
|
|
||||||
* @param activityId the activity the user picked
|
|
||||||
* @param glAccountOptions the template's glAccountOptions, keyed assetAccountOptions / liabilityAccountOptions / …
|
|
||||||
*/
|
|
||||||
export function accountOptionsForActivity(activities: any[], activityId: number, glAccountOptions: any): any[] {
|
|
||||||
const activity = (activities || []).find((a) => a?.id === activityId);
|
|
||||||
const accountType = activity?.mappedGLAccountType;
|
|
||||||
if (!accountType || !glAccountOptions) {
|
|
||||||
return [];
|
|
||||||
}
|
|
||||||
// ASSET → assetAccountOptions, and so on for LIABILITY, EQUITY, INCOME and EXPENSE.
|
|
||||||
return glAccountOptions[`${accountType.toLowerCase()}AccountOptions`] ?? [];
|
|
||||||
}
|
|
||||||
+104
-129
@@ -49,144 +49,119 @@
|
|||||||
}
|
}
|
||||||
|
|
||||||
@if (glStatus && !glError) {
|
@if (glStatus && !glError) {
|
||||||
@if (todayAlreadyOpen) {
|
<!-- Step 2: what the ledger already says, so the count is counted against something concrete. -->
|
||||||
<!-- This screen is a one-time "day 1" tool - today's business day already exists, so counting
|
<div class="mcd-gl" [class.mcd-gl--fresh]="!glHasBalance">
|
||||||
a drawer here would only be rejected at submit (BranchDayRegisterApiResource rejects
|
<mat-icon>account_balance</mat-icon>
|
||||||
reopening an already-open day). Day Register is where every day after the first belongs. -->
|
<div>
|
||||||
<div class="mcd-gl mcd-gl--error">
|
<div class="mcd-gl__label">Cash GL Account</div>
|
||||||
<mat-icon>lock</mat-icon>
|
<div class="mcd-gl__value">({{ glStatus.glCode }}) {{ glStatus.glAccountName }}</div>
|
||||||
<div>
|
|
||||||
<div class="mcd-gl__label">Business Day Already Open</div>
|
|
||||||
<div class="mcd-gl__value">
|
|
||||||
{{ todayOpenInfo.businessDate }} — opened by {{ todayOpenInfo.openedByName }}, opening cash ₹{{
|
|
||||||
todayOpenInfo.openingCash | number: '1.2-2'
|
|
||||||
}}
|
|
||||||
</div>
|
|
||||||
<div class="mcd-gl__hint">
|
|
||||||
This branch has already opened today's business day — counting the drawer again here would only be rejected
|
|
||||||
on submit. Deposits, withdrawals and closing today's day happen from Day Register instead.
|
|
||||||
</div>
|
|
||||||
<button type="button" mat-stroked-button (click)="goToBranchDay()">Go to Day Register</button>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<!-- Step 2: what the ledger already says, so the count is counted against something concrete. -->
|
|
||||||
<div class="mcd-gl" [class.mcd-gl--fresh]="!glHasBalance">
|
|
||||||
<mat-icon>account_balance</mat-icon>
|
|
||||||
<div>
|
|
||||||
<div class="mcd-gl__label">Cash GL Account</div>
|
|
||||||
<div class="mcd-gl__value">({{ glStatus.glCode }}) {{ glStatus.glAccountName }}</div>
|
|
||||||
@if (glHasBalance) {
|
|
||||||
<div class="mcd-gl__hint">
|
|
||||||
Already holds
|
|
||||||
<strong>₹{{ glTarget.toLocaleString('en-IN') }}</strong>
|
|
||||||
— count the drawer to exactly this amount.
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="mcd-gl__hint">
|
|
||||||
No opening balance posted yet — whatever you count below becomes this account's opening balance.
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Step 3: the actual count. -->
|
|
||||||
<mat-card class="mcd-card mcd-card--flush">
|
|
||||||
<mat-card-content>
|
|
||||||
<div class="mcd-grid mcd-grid--head">
|
|
||||||
<div class="mcd-grid__denom">Denomination</div>
|
|
||||||
<div class="mcd-grid__count">Count</div>
|
|
||||||
<div class="mcd-grid__amt">Amount</div>
|
|
||||||
</div>
|
|
||||||
@for (d of allDenoms; track d.id) {
|
|
||||||
<div class="mcd-grid mcd-grid--row">
|
|
||||||
<div class="mcd-grid__denom">
|
|
||||||
{{ d.label }} <span class="mcd-grid__kind">{{ d.kind }}</span>
|
|
||||||
</div>
|
|
||||||
<div class="mcd-grid__count">
|
|
||||||
<button type="button" mat-icon-button (click)="bumpCount(d, -1)"><mat-icon>remove</mat-icon></button>
|
|
||||||
<input
|
|
||||||
type="number"
|
|
||||||
min="0"
|
|
||||||
class="mcd-grid__input"
|
|
||||||
[style.width.ch]="countInputWidthCh(d)"
|
|
||||||
[ngModel]="countFor(d)"
|
|
||||||
(ngModelChange)="onCountChange(d, $event)"
|
|
||||||
/>
|
|
||||||
<button type="button" mat-icon-button (click)="bumpCount(d, 1)"><mat-icon>add</mat-icon></button>
|
|
||||||
</div>
|
|
||||||
<div class="mcd-grid__amt">₹{{ subtotalFor(d).toLocaleString('en-IN') }}</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</mat-card-content>
|
|
||||||
</mat-card>
|
|
||||||
|
|
||||||
<!-- The one number that matters. -->
|
|
||||||
<div class="mcd-balance" [class.mcd-balance--ok]="isReconciled">
|
|
||||||
<div class="mcd-balance__figure">
|
|
||||||
<span class="mcd-balance__label">Counted Total</span>
|
|
||||||
<span class="mcd-balance__amt">₹{{ countedTotal.toLocaleString('en-IN') }}</span>
|
|
||||||
</div>
|
|
||||||
@if (glHasBalance) {
|
@if (glHasBalance) {
|
||||||
<div class="mcd-balance__figure">
|
<div class="mcd-gl__hint">
|
||||||
<span class="mcd-balance__label">GL Target</span>
|
Already holds
|
||||||
<span class="mcd-balance__amt">₹{{ glTarget.toLocaleString('en-IN') }}</span>
|
<strong>₹{{ glTarget.toLocaleString('en-IN') }}</strong>
|
||||||
|
— count the drawer to exactly this amount.
|
||||||
|
</div>
|
||||||
|
} @else {
|
||||||
|
<div class="mcd-gl__hint">
|
||||||
|
No opening balance posted yet — whatever you count below becomes this account's opening balance.
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
<div class="mcd-balance__status">
|
|
||||||
@if (countedTotal <= 0) {
|
|
||||||
<mat-icon>edit_note</mat-icon>
|
|
||||||
<span>Count each denomination above</span>
|
|
||||||
} @else if (isReconciled) {
|
|
||||||
<mat-icon>check_circle</mat-icon>
|
|
||||||
<span>{{ glHasBalance ? 'Matches the GL balance' : 'Will define the GL opening balance' }}</span>
|
|
||||||
} @else {
|
|
||||||
<mat-icon>error</mat-icon>
|
|
||||||
<span
|
|
||||||
>Off by ₹{{
|
|
||||||
(countedTotal - glTarget < 0 ? glTarget - countedTotal : countedTotal - glTarget).toLocaleString(
|
|
||||||
'en-IN'
|
|
||||||
)
|
|
||||||
}}</span
|
|
||||||
>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
@if (needsDifferenceReason) {
|
<!-- Step 3: the actual count. -->
|
||||||
<mat-card class="mcd-card">
|
<mat-card class="mcd-card mcd-card--flush">
|
||||||
<mat-card-content>
|
<mat-card-content>
|
||||||
<mat-form-field class="mcd-reason">
|
<div class="mcd-grid mcd-grid--head">
|
||||||
<mat-label>Why does the count differ from the GL balance?</mat-label>
|
<div class="mcd-grid__denom">Denomination</div>
|
||||||
<input matInput [(ngModel)]="differenceReason" />
|
<div class="mcd-grid__count">Count</div>
|
||||||
</mat-form-field>
|
<div class="mcd-grid__amt">Amount</div>
|
||||||
</mat-card-content>
|
</div>
|
||||||
</mat-card>
|
@for (d of allDenoms; track d.id) {
|
||||||
}
|
<div class="mcd-grid mcd-grid--row">
|
||||||
|
<div class="mcd-grid__denom">
|
||||||
@if (errorMsg) {
|
{{ d.label }} <span class="mcd-grid__kind">{{ d.kind }}</span>
|
||||||
<div class="mcd-error">{{ errorMsg }}</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (successMsg) {
|
|
||||||
<div class="mcd-success">
|
|
||||||
<mat-icon>check_circle</mat-icon>
|
|
||||||
<div>
|
|
||||||
{{ successMsg }}
|
|
||||||
<div class="mcd-success__actions">
|
|
||||||
<button type="button" mat-stroked-button (click)="goToBranchDay()">Go to Day Register</button>
|
|
||||||
</div>
|
</div>
|
||||||
|
<div class="mcd-grid__count">
|
||||||
|
<button type="button" mat-icon-button (click)="bumpCount(d, -1)"><mat-icon>remove</mat-icon></button>
|
||||||
|
<input
|
||||||
|
type="number"
|
||||||
|
min="0"
|
||||||
|
class="mcd-grid__input"
|
||||||
|
[ngModel]="countFor(d)"
|
||||||
|
(ngModelChange)="onCountChange(d, $event)"
|
||||||
|
/>
|
||||||
|
<button type="button" mat-icon-button (click)="bumpCount(d, 1)"><mat-icon>add</mat-icon></button>
|
||||||
|
</div>
|
||||||
|
<div class="mcd-grid__amt">₹{{ subtotalFor(d).toLocaleString('en-IN') }}</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</mat-card-content>
|
||||||
|
</mat-card>
|
||||||
|
|
||||||
|
<!-- The one number that matters. -->
|
||||||
|
<div class="mcd-balance" [class.mcd-balance--ok]="isReconciled">
|
||||||
|
<div class="mcd-balance__figure">
|
||||||
|
<span class="mcd-balance__label">Counted Total</span>
|
||||||
|
<span class="mcd-balance__amt">₹{{ countedTotal.toLocaleString('en-IN') }}</span>
|
||||||
|
</div>
|
||||||
|
@if (glHasBalance) {
|
||||||
|
<div class="mcd-balance__figure">
|
||||||
|
<span class="mcd-balance__label">GL Target</span>
|
||||||
|
<span class="mcd-balance__amt">₹{{ glTarget.toLocaleString('en-IN') }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
<div class="mcd-balance__status">
|
||||||
|
@if (countedTotal <= 0) {
|
||||||
|
<mat-icon>edit_note</mat-icon>
|
||||||
|
<span>Count each denomination above</span>
|
||||||
|
} @else if (isReconciled) {
|
||||||
|
<mat-icon>check_circle</mat-icon>
|
||||||
|
<span>{{ glHasBalance ? 'Matches the GL balance' : 'Will define the GL opening balance' }}</span>
|
||||||
|
} @else {
|
||||||
|
<mat-icon>error</mat-icon>
|
||||||
|
<span
|
||||||
|
>Off by ₹{{
|
||||||
|
(countedTotal - glTarget < 0 ? glTarget - countedTotal : countedTotal - glTarget).toLocaleString('en-IN')
|
||||||
|
}}</span
|
||||||
|
>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (needsDifferenceReason) {
|
||||||
|
<mat-card class="mcd-card">
|
||||||
|
<mat-card-content>
|
||||||
|
<mat-form-field class="mcd-reason">
|
||||||
|
<mat-label>Why does the count differ from the GL balance?</mat-label>
|
||||||
|
<input matInput [(ngModel)]="differenceReason" />
|
||||||
|
</mat-form-field>
|
||||||
|
</mat-card-content>
|
||||||
|
</mat-card>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (errorMsg) {
|
||||||
|
<div class="mcd-error">{{ errorMsg }}</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (successMsg) {
|
||||||
|
<div class="mcd-success">
|
||||||
|
<mat-icon>check_circle</mat-icon>
|
||||||
|
<div>
|
||||||
|
{{ successMsg }}
|
||||||
|
<div class="mcd-success__actions">
|
||||||
|
<button type="button" mat-stroked-button (click)="goToBranchDay()">Go to Day Register</button>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
}
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
@if (!successMsg) {
|
@if (!successMsg) {
|
||||||
<div class="mcd-actions">
|
<div class="mcd-actions">
|
||||||
<button mat-raised-button color="primary" [disabled]="!canSubmit" (click)="submit()">
|
<button mat-raised-button color="primary" [disabled]="!canSubmit" (click)="submit()">
|
||||||
{{ submitting ? 'Submitting…' : 'Migrate & Open Business Day' }}
|
{{ submitting ? 'Submitting…' : 'Migrate & Open Business Day' }}
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
}
|
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
</div>
|
</div>
|
||||||
|
|||||||
+1
-9
@@ -115,10 +115,6 @@
|
|||||||
color: #64748b;
|
color: #64748b;
|
||||||
line-height: 1.4;
|
line-height: 1.4;
|
||||||
}
|
}
|
||||||
|
|
||||||
button {
|
|
||||||
margin-top: 10px;
|
|
||||||
}
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.mcd-grid {
|
.mcd-grid {
|
||||||
@@ -175,11 +171,7 @@
|
|||||||
}
|
}
|
||||||
|
|
||||||
&__input {
|
&__input {
|
||||||
/* Width is set inline per row (see countInputWidthCh()), growing with the digit count typed —
|
width: 48px;
|
||||||
min-width here only covers the fallback before Angular has bound anything. */
|
|
||||||
min-width: 48px;
|
|
||||||
max-width: 96px;
|
|
||||||
transition: width 0.1s ease-out;
|
|
||||||
text-align: center;
|
text-align: center;
|
||||||
font-variant-numeric: tabular-nums;
|
font-variant-numeric: tabular-nums;
|
||||||
border: 1px solid #e2e8f0;
|
border: 1px solid #e2e8f0;
|
||||||
|
|||||||
@@ -66,14 +66,6 @@ export class MigrateCashDenominationComponent implements OnInit {
|
|||||||
glStatus: any = null;
|
glStatus: any = null;
|
||||||
glError = '';
|
glError = '';
|
||||||
|
|
||||||
/** Set once per office change: whether TODAY's business day is already open for this office. This
|
|
||||||
* screen is a one-time "day 1" tool (see the class doc) - once a day has actually been opened,
|
|
||||||
* reopening the same one is exactly what BranchDayRegisterApiResource#migrateCashDenomination
|
|
||||||
* itself refuses (its own openDayInternal call rejects a day that is already open), so this is
|
|
||||||
* checked here too, before the user counts an entire drawer only to have the submit rejected. */
|
|
||||||
todayAlreadyOpen = false;
|
|
||||||
todayOpenInfo: any = null;
|
|
||||||
|
|
||||||
notes: Denom[] = [];
|
notes: Denom[] = [];
|
||||||
coins: Denom[] = [];
|
coins: Denom[] = [];
|
||||||
counts: Record<number, number> = {};
|
counts: Record<number, number> = {};
|
||||||
@@ -126,8 +118,6 @@ export class MigrateCashDenominationComponent implements OnInit {
|
|||||||
this.result = null;
|
this.result = null;
|
||||||
this.successMsg = '';
|
this.successMsg = '';
|
||||||
this.errorMsg = '';
|
this.errorMsg = '';
|
||||||
this.todayAlreadyOpen = false;
|
|
||||||
this.todayOpenInfo = null;
|
|
||||||
if (!this.officeId) return;
|
if (!this.officeId) return;
|
||||||
|
|
||||||
this.glLoading = true;
|
this.glLoading = true;
|
||||||
@@ -141,15 +131,6 @@ export class MigrateCashDenominationComponent implements OnInit {
|
|||||||
this.glError = res.message || 'No cash GL account is configured for this tenant yet.';
|
this.glError = res.message || 'No cash GL account is configured for this tenant yet.';
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
|
|
||||||
this.service
|
|
||||||
.branchDayRegister(this.officeId)
|
|
||||||
.pipe(catchError(() => of(null)))
|
|
||||||
.subscribe((res: any) => {
|
|
||||||
const openDay = res?.openDay;
|
|
||||||
this.todayAlreadyOpen = !!openDay && openDay.businessDate === res?.today;
|
|
||||||
this.todayOpenInfo = this.todayAlreadyOpen ? openDay : null;
|
|
||||||
});
|
|
||||||
}
|
}
|
||||||
|
|
||||||
countFor(d: Denom): number {
|
countFor(d: Denom): number {
|
||||||
@@ -168,12 +149,6 @@ export class MigrateCashDenominationComponent implements OnInit {
|
|||||||
this.counts[d.id] = Math.max(0, (this.counts[d.id] || 0) + delta);
|
this.counts[d.id] = Math.max(0, (this.counts[d.id] || 0) + delta);
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Widens the count box as the typed count grows more digits, so a large count (hundreds,
|
|
||||||
* thousands) is never clipped or hard to read inside a field sized for one or two digits. */
|
|
||||||
countInputWidthCh(d: Denom): number {
|
|
||||||
return Math.max(3, String(this.countFor(d)).length + 2);
|
|
||||||
}
|
|
||||||
|
|
||||||
get countedTotal(): number {
|
get countedTotal(): number {
|
||||||
return this.allDenoms.reduce((s, d) => s + this.subtotalFor(d), 0);
|
return this.allDenoms.reduce((s, d) => s + this.subtotalFor(d), 0);
|
||||||
}
|
}
|
||||||
|
|||||||
+1
-12
@@ -162,18 +162,7 @@
|
|||||||
<div class="mob-grid mob-grid--data" formArrayName="glAccountEntries">
|
<div class="mob-grid mob-grid--data" formArrayName="glAccountEntries">
|
||||||
<div class="mob-grid__row" [formGroupName]="i">
|
<div class="mob-grid__row" [formGroupName]="i">
|
||||||
<div class="mob-grid__code">{{ openingBalancesData.glAccounts[i].glAccountCode }}</div>
|
<div class="mob-grid__code">{{ openingBalancesData.glAccounts[i].glAccountCode }}</div>
|
||||||
<div class="mob-grid__name">
|
<div class="mob-grid__name">{{ openingBalancesData.glAccounts[i].glAccountName }}</div>
|
||||||
{{ openingBalancesData.glAccounts[i].glAccountName }}
|
|
||||||
@if (isDenominationManaged(openingBalancesData.glAccounts[i].glAccountId)) {
|
|
||||||
<span
|
|
||||||
class="mob-grid__lock"
|
|
||||||
matTooltip="Set by Migrate Cash Denomination — use that screen to change it"
|
|
||||||
>
|
|
||||||
<mat-icon inline="true">lock</mat-icon>
|
|
||||||
<a [routerLink]="['/accounting/migrate-cash-denomination']">Migrate Cash Denomination</a>
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
<div class="mob-grid__amt">
|
<div class="mob-grid__amt">
|
||||||
<mat-form-field class="mob-grid__input">
|
<mat-form-field class="mob-grid__input">
|
||||||
<input matInput type="number" min="0" formControlName="debit" placeholder="0.00" />
|
<input matInput type="number" min="0" formControlName="debit" placeholder="0.00" />
|
||||||
|
|||||||
@@ -219,33 +219,6 @@
|
|||||||
word-break: break-word;
|
word-break: break-word;
|
||||||
}
|
}
|
||||||
|
|
||||||
/* Cash at Vault / Cash at Teller — locked, see MigrateOpeningBalancesComponent.isDenominationManaged. */
|
|
||||||
&__lock {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 4px;
|
|
||||||
margin-left: 8px;
|
|
||||||
padding: 1px 8px 1px 6px;
|
|
||||||
border-radius: 999px;
|
|
||||||
background: #fff7ed;
|
|
||||||
color: #9a3412;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 600;
|
|
||||||
white-space: nowrap;
|
|
||||||
vertical-align: middle;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 13px;
|
|
||||||
width: 13px;
|
|
||||||
height: 13px;
|
|
||||||
}
|
|
||||||
|
|
||||||
a {
|
|
||||||
color: inherit;
|
|
||||||
text-decoration: underline;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__amt {
|
&__amt {
|
||||||
text-align: right;
|
text-align: right;
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -17,7 +17,6 @@ import {
|
|||||||
} from '@angular/forms';
|
} from '@angular/forms';
|
||||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
|
||||||
|
|
||||||
/** Custom Services */
|
/** Custom Services */
|
||||||
import { AccountingService } from '../accounting.service';
|
import { AccountingService } from '../accounting.service';
|
||||||
@@ -44,8 +43,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
|||||||
...STANDALONE_SHARED_IMPORTS,
|
...STANDALONE_SHARED_IMPORTS,
|
||||||
GlAccountDisplayComponent,
|
GlAccountDisplayComponent,
|
||||||
CurrencyPipe,
|
CurrencyPipe,
|
||||||
MatIconModule,
|
MatIconModule
|
||||||
MatTooltipModule
|
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
||||||
@@ -76,13 +74,6 @@ export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
|||||||
debitsSum = 0;
|
debitsSum = 0;
|
||||||
/** Sum total of credits. */
|
/** Sum total of credits. */
|
||||||
creditsSum = 0;
|
creditsSum = 0;
|
||||||
/** GL account ids mapped to Financial Activity 101 (Cash at Vault) / 102 (Cash at Teller) — the
|
|
||||||
* account(s) Migrate Cash Denomination owns. Their opening balance is shown here for visibility
|
|
||||||
* but locked against editing: redefining it as a bare number here, instead of through a counted
|
|
||||||
* denomination breakdown, would let the GL figure drift away from what is physically in the till.
|
|
||||||
* The backend enforces the same rule independently (see defineOpeningBalance's
|
|
||||||
* validateNoDenominationManagedCashAccounts) — this is a convenience, not the source of truth. */
|
|
||||||
denominationManagedGlAccountIds: number[] = [];
|
|
||||||
|
|
||||||
/* Reference of search form */
|
/* Reference of search form */
|
||||||
@ViewChild('searchFormRef') searchFormRef: ElementRef<any>;
|
@ViewChild('searchFormRef') searchFormRef: ElementRef<any>;
|
||||||
@@ -104,22 +95,6 @@ export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
|||||||
this.officeData = data.offices;
|
this.officeData = data.offices;
|
||||||
this.currencyData = data.currencies.selectedCurrencyOptions;
|
this.currencyData = data.currencies.selectedCurrencyOptions;
|
||||||
});
|
});
|
||||||
// Office-independent: which GL account(s) this tenant has mapped to Cash at Vault / Cash at
|
|
||||||
// Teller, so their row can be locked the moment the office's accounts are drawn.
|
|
||||||
this.accountingService.getFinancialActivityAccounts().subscribe((mappings: any[]) => {
|
|
||||||
this.denominationManagedGlAccountIds = (mappings || [])
|
|
||||||
.filter((mapping) => mapping.financialActivityData?.id === 101 || mapping.financialActivityData?.id === 102)
|
|
||||||
.map((mapping) => mapping.glAccountData?.id)
|
|
||||||
.filter((id) => id != null);
|
|
||||||
// Retrieve may already have run before this (fast) request came back — lock any row it
|
|
||||||
// missed rather than leaving it editable for the rest of this visit.
|
|
||||||
this.glAccountEntries?.controls.forEach((control) => {
|
|
||||||
const glAccountId = control.get('glAccountId')?.value;
|
|
||||||
if (this.isDenominationManaged(glAccountId) && control.enabled) {
|
|
||||||
control.disable();
|
|
||||||
}
|
|
||||||
});
|
|
||||||
});
|
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
@@ -161,31 +136,14 @@ export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
|||||||
* @returns {FormGroup} GL Account entry form.
|
* @returns {FormGroup} GL Account entry form.
|
||||||
*/
|
*/
|
||||||
createGLAccountEntryForm(glAccount: any): UntypedFormGroup {
|
createGLAccountEntryForm(glAccount: any): UntypedFormGroup {
|
||||||
// A never-touched account arrives as a placeholder row (amount/entryType both null); one that
|
return this.formBuilder.group(
|
||||||
// already carries an opening balance arrives with its real, committed figure — show that
|
|
||||||
// instead of leaving the field looking blank.
|
|
||||||
const existingDebit = glAccount.entryType?.value === 'DEBIT' ? glAccount.amount : null;
|
|
||||||
const existingCredit = glAccount.entryType?.value === 'CREDIT' ? glAccount.amount : null;
|
|
||||||
const group = this.formBuilder.group(
|
|
||||||
{
|
{
|
||||||
glAccountId: [glAccount.glAccountId],
|
glAccountId: [glAccount.glAccountId],
|
||||||
debit: [existingDebit],
|
debit: [null],
|
||||||
credit: [existingCredit]
|
credit: [null]
|
||||||
},
|
},
|
||||||
{ validator: onlyOneOfTheFieldsIsRequiredValidator }
|
{ validator: onlyOneOfTheFieldsIsRequiredValidator }
|
||||||
);
|
);
|
||||||
if (this.isDenominationManaged(glAccount.glAccountId)) {
|
|
||||||
// Disabling excludes this row from the form's own .value, so it is never resubmitted here —
|
|
||||||
// the account keeps whatever Migrate Cash Denomination last set it to.
|
|
||||||
group.disable();
|
|
||||||
}
|
|
||||||
return group;
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Whether this GL account is Cash at Vault / Cash at Teller — locked here, see
|
|
||||||
* denominationManagedGlAccountIds. */
|
|
||||||
isDenominationManaged(glAccountId: number): boolean {
|
|
||||||
return this.denominationManagedGlAccountIds.includes(glAccountId);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
@@ -218,30 +176,17 @@ export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
|||||||
|
|
||||||
this.openingBalancesData = openingBalancesData;
|
this.openingBalancesData = openingBalancesData;
|
||||||
|
|
||||||
entry.valueChanges.subscribe(() => this.recomputeSums());
|
entry.valueChanges.subscribe(() => {
|
||||||
// Runs once immediately too: valueChanges only fires on a later edit, and the locked cash
|
this.debitsSum = 0;
|
||||||
// row's own prefilled figure (set once, above, never through a further value change) would
|
this.creditsSum = 0;
|
||||||
// otherwise never be reflected in the banner at all.
|
entry.controls.forEach((value) => {
|
||||||
this.recomputeSums();
|
this.debitsSum += value.value.debit;
|
||||||
|
this.creditsSum += value.value.credit;
|
||||||
|
});
|
||||||
|
});
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Total Debit / Total Credit shown in the balance banner. A locked (denomination-managed) row is
|
|
||||||
* excluded here exactly as it is excluded from the form's own .value used at submit time — this
|
|
||||||
* screen only needs to balance the accounts it is itself about to (re)define, not the one
|
|
||||||
* Migrate Cash Denomination already settled and this form can never touch. */
|
|
||||||
private recomputeSums(): void {
|
|
||||||
this.debitsSum = 0;
|
|
||||||
this.creditsSum = 0;
|
|
||||||
this.glAccountEntries.controls.forEach((control) => {
|
|
||||||
if (control.disabled) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.debitsSum += control.value.debit || 0;
|
|
||||||
this.creditsSum += control.value.credit || 0;
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Submits the opening balances form and defines opening balances,
|
* Submits the opening balances form and defines opening balances,
|
||||||
* if successful redirects to view created transaction.
|
* if successful redirects to view created transaction.
|
||||||
|
|||||||
@@ -53,13 +53,10 @@
|
|||||||
<fa-icon icon="sync" [class.fa-spin]="ledgerLoading"></fa-icon>
|
<fa-icon icon="sync" [class.fa-spin]="ledgerLoading"></fa-icon>
|
||||||
Refresh
|
Refresh
|
||||||
</button>
|
</button>
|
||||||
<!-- New Entry — hidden while Create Journal Entries is disabled, see disabled-features.ts -->
|
<button class="gl-hero-btn gl-hero-btn--primary" [routerLink]="['/accounting/journal-entries/create']">
|
||||||
@if (!disabledFeatures.createJournalEntries) {
|
<fa-icon icon="plus"></fa-icon>
|
||||||
<button class="gl-hero-btn gl-hero-btn--primary" [routerLink]="['/accounting/journal-entries/create']">
|
New Entry
|
||||||
<fa-icon icon="plus"></fa-icon>
|
</button>
|
||||||
New Entry
|
|
||||||
</button>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@@ -718,10 +715,7 @@
|
|||||||
></mat-row>
|
></mat-row>
|
||||||
</mat-table>
|
</mat-table>
|
||||||
|
|
||||||
<!-- Keyed off the rows actually rendered, not totalEntries: that count comes from the ledger
|
@if (totalEntries === 0) {
|
||||||
summary, which only reports a figure once a GL account is chosen, so the search view would
|
|
||||||
otherwise show "No entries found" above a full table. -->
|
|
||||||
@if (((dataSource?.entries$ | async) || []).length === 0) {
|
|
||||||
<div class="gl-empty">
|
<div class="gl-empty">
|
||||||
<div class="gl-empty__icon"><fa-icon icon="search"></fa-icon></div>
|
<div class="gl-empty__icon"><fa-icon icon="search"></fa-icon></div>
|
||||||
<div class="gl-empty__title">No entries found</div>
|
<div class="gl-empty__title">No entries found</div>
|
||||||
@@ -730,11 +724,7 @@
|
|||||||
}
|
}
|
||||||
|
|
||||||
<div class="gl-pager-wrap">
|
<div class="gl-pager-wrap">
|
||||||
<mat-paginator
|
<mat-paginator [pageSizeOptions]="[10, 25, 50, 100]" showFirstLastButtons></mat-paginator>
|
||||||
[length]="(dataSource?.records$ | async) || 0"
|
|
||||||
[pageSizeOptions]="[10, 25, 50, 100]"
|
|
||||||
showFirstLastButtons
|
|
||||||
></mat-paginator>
|
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|||||||
@@ -14,7 +14,6 @@ import { ActivatedRoute, RouterLink } from '@angular/router';
|
|||||||
import { merge } from 'rxjs';
|
import { merge } from 'rxjs';
|
||||||
import { tap, startWith, map, distinctUntilChanged, debounceTime } from 'rxjs/operators';
|
import { tap, startWith, map, distinctUntilChanged, debounceTime } from 'rxjs/operators';
|
||||||
import { AccountingService } from '../accounting.service';
|
import { AccountingService } from '../accounting.service';
|
||||||
import { DISABLED_ACCOUNTING_FEATURES } from '../disabled-features';
|
|
||||||
import { SettingsService } from 'app/settings/settings.service';
|
import { SettingsService } from 'app/settings/settings.service';
|
||||||
import { JournalEntriesDataSource } from './journal-entry.datasource';
|
import { JournalEntriesDataSource } from './journal-entry.datasource';
|
||||||
import { Dates } from 'app/core/utils/dates';
|
import { Dates } from 'app/core/utils/dates';
|
||||||
@@ -91,8 +90,6 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
|
|||||||
// ── Misc ──────────────────────────────────────────────────────────────────
|
// ── Misc ──────────────────────────────────────────────────────────────────
|
||||||
minDate = new Date(2000, 0, 1);
|
minDate = new Date(2000, 0, 1);
|
||||||
maxDate = new Date();
|
maxDate = new Date();
|
||||||
/** Accounting features switched off for this installation — see disabled-features.ts. */
|
|
||||||
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
|
||||||
|
|
||||||
// ── Filter controls ───────────────────────────────────────────────────────
|
// ── Filter controls ───────────────────────────────────────────────────────
|
||||||
officeName = new UntypedFormControl();
|
officeName = new UntypedFormControl();
|
||||||
|
|||||||
@@ -11,14 +11,6 @@ import { Routes, RouterModule } from '@angular/router';
|
|||||||
|
|
||||||
import { Route } from '../core/route/route.service';
|
import { Route } from '../core/route/route.service';
|
||||||
import { AccountsListComponent } from './accounts-list/accounts-list.component';
|
import { AccountsListComponent } from './accounts-list/accounts-list.component';
|
||||||
import { PartyMasterComponent } from '../deposits/party-master/party-master.component';
|
|
||||||
import { CreatePartyComponent } from '../deposits/party-master/create-party/create-party.component';
|
|
||||||
import { DueForClosureComponent } from '../deposits/party-master/due-for-closure/due-for-closure.component';
|
|
||||||
import { DailyTransactionEntryComponent } from '../deposits/daily-transaction-entry/daily-transaction-entry.component';
|
|
||||||
import { DdsReportsComponent } from '../deposits/dds-reports/dds-reports.component';
|
|
||||||
import { ReportViewerComponent } from '../deposits/dds-reports/report-viewer/report-viewer.component';
|
|
||||||
import { DdsAccountsComponent } from '../deposits/dds-accounts/dds-accounts.component';
|
|
||||||
import { DdsAccountViewComponent } from '../deposits/dds-accounts/dds-account-view/dds-account-view.component';
|
|
||||||
|
|
||||||
const routes: Routes = [
|
const routes: Routes = [
|
||||||
Route.withShell([
|
Route.withShell([
|
||||||
@@ -49,59 +41,6 @@ const routes: Routes = [
|
|||||||
title: 'Recurring Deposit Accounts',
|
title: 'Recurring Deposit Accounts',
|
||||||
breadcrumb: 'Recurring Deposit Accounts'
|
breadcrumb: 'Recurring Deposit Accounts'
|
||||||
}
|
}
|
||||||
},
|
|
||||||
{
|
|
||||||
path: 'dds',
|
|
||||||
data: { title: 'Daily Deposit Scheme — Party Master', breadcrumb: 'Party Master' },
|
|
||||||
children: [
|
|
||||||
{ path: '', component: PartyMasterComponent },
|
|
||||||
{
|
|
||||||
path: 'create',
|
|
||||||
component: CreatePartyComponent,
|
|
||||||
data: { title: 'Create Party', breadcrumb: 'Create' }
|
|
||||||
},
|
|
||||||
{
|
|
||||||
// Ahead of the :partyId routes, so "dueforclosure" is not read as a party id.
|
|
||||||
path: 'dueforclosure',
|
|
||||||
component: DueForClosureComponent,
|
|
||||||
data: { title: 'Accounts Due for Closure', breadcrumb: 'Due for Closure' }
|
|
||||||
},
|
|
||||||
{
|
|
||||||
path: ':partyId/edit',
|
|
||||||
component: CreatePartyComponent,
|
|
||||||
data: { title: 'Edit Party', breadcrumb: 'Edit' }
|
|
||||||
}
|
|
||||||
]
|
|
||||||
},
|
|
||||||
{
|
|
||||||
// The DDS accounts listed like Savings Accounts, each opening onto its transactions.
|
|
||||||
path: 'dds-accounts',
|
|
||||||
data: { title: 'DDS Accounts', breadcrumb: 'DDS Accounts' },
|
|
||||||
children: [
|
|
||||||
{ path: '', component: DdsAccountsComponent },
|
|
||||||
{
|
|
||||||
path: ':partyId',
|
|
||||||
component: DdsAccountViewComponent,
|
|
||||||
data: { title: 'DDS Account', breadcrumb: 'Account', routeParamBreadcrumb: false }
|
|
||||||
}
|
|
||||||
]
|
|
||||||
},
|
|
||||||
{
|
|
||||||
path: 'dds-collection',
|
|
||||||
component: DailyTransactionEntryComponent,
|
|
||||||
data: { title: 'Daily Transaction Entry', breadcrumb: 'Daily Transaction Entry' }
|
|
||||||
},
|
|
||||||
{
|
|
||||||
path: 'dds-reports',
|
|
||||||
data: { title: 'DDS Reports', breadcrumb: 'DDS Reports' },
|
|
||||||
children: [
|
|
||||||
{ path: '', component: DdsReportsComponent },
|
|
||||||
{
|
|
||||||
path: 'view/:reportName',
|
|
||||||
component: ReportViewerComponent,
|
|
||||||
data: { title: 'DDS Report', breadcrumb: 'reportName', routeParamBreadcrumb: 'reportName' }
|
|
||||||
}
|
|
||||||
]
|
|
||||||
}
|
}
|
||||||
]
|
]
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -34,17 +34,6 @@ export class AmlService {
|
|||||||
return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes });
|
return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes });
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* Decides named rules within one alert, leaving its other rules open.
|
|
||||||
*
|
|
||||||
* <p>
|
|
||||||
* The alert's own status follows from what is left undecided, so it is not sent: whitelisting five of six rules
|
|
||||||
* leaves the alert open on the sixth.
|
|
||||||
*/
|
|
||||||
reviewAlertRules(alertId: number, ruleCodes: string[], disposition: string, notes: string): Observable<any> {
|
|
||||||
return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes, ruleCodes });
|
|
||||||
}
|
|
||||||
|
|
||||||
// ═══ Recurring-alert review queue ═══
|
// ═══ Recurring-alert review queue ═══
|
||||||
|
|
||||||
/**
|
/**
|
||||||
@@ -133,15 +122,6 @@ export class AmlService {
|
|||||||
return this.http.get<any[]>('/aml/ctr-reports');
|
return this.http.get<any[]>('/aml/ctr-reports');
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* The reportable lines behind the generated CTRs, each resolved to the account, customer, branch
|
|
||||||
* and date a FIU-IND filing names. Omit `reportId` for every generated month.
|
|
||||||
*/
|
|
||||||
getCtrReportLines(reportId?: number): Observable<any[]> {
|
|
||||||
const params = reportId ? new HttpParams().set('reportId', String(reportId)) : undefined;
|
|
||||||
return this.http.get<any[]>('/aml/ctr-reports/lines', { params });
|
|
||||||
}
|
|
||||||
|
|
||||||
/** month format: yyyy-MM */
|
/** month format: yyyy-MM */
|
||||||
generateCtrReport(month: string): Observable<any> {
|
generateCtrReport(month: string): Observable<any> {
|
||||||
return this.http.post('/aml/ctr-reports/generate', { month });
|
return this.http.post('/aml/ctr-reports/generate', { month });
|
||||||
@@ -152,38 +132,4 @@ export class AmlService {
|
|||||||
getRiskCategoryHistory(clientId: number): Observable<any[]> {
|
getRiskCategoryHistory(clientId: number): Observable<any[]> {
|
||||||
return this.http.get<any[]>(`/clients/${clientId}/risk-category-history`);
|
return this.http.get<any[]>(`/clients/${clientId}/risk-category-history`);
|
||||||
}
|
}
|
||||||
|
|
||||||
// ═══ Risk-category changes (maker-checker) ═══
|
|
||||||
//
|
|
||||||
// The rating decides how often a customer is re-KYC'd and what AML thresholds apply to them, so
|
|
||||||
// it moves only once a checker agrees rather than on one officer's say-so.
|
|
||||||
|
|
||||||
/** @param requestedCategory 1 Low, 2 Medium, 3 High */
|
|
||||||
requestRiskChange(clientId: number, requestedCategory: number, reason: string): Observable<any> {
|
|
||||||
return this.http.post('/aml/risk-change-requests', { clientId, requestedCategory, reason });
|
|
||||||
}
|
|
||||||
|
|
||||||
getRiskChangeRequests(status?: string): Observable<any[]> {
|
|
||||||
const params = status ? new HttpParams().set('status', status) : undefined;
|
|
||||||
return this.http.get<any[]>('/aml/risk-change-requests', { params });
|
|
||||||
}
|
|
||||||
|
|
||||||
approveRiskChange(requestId: number): Observable<any> {
|
|
||||||
return this.http.post(`/aml/risk-change-requests/${requestId}/approve`, {});
|
|
||||||
}
|
|
||||||
|
|
||||||
rejectRiskChange(requestId: number, rejectionReason: string): Observable<any> {
|
|
||||||
return this.http.post(`/aml/risk-change-requests/${requestId}/reject`, { rejectionReason });
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* The latest behaviour window for each customer, as the nightly job computed it.
|
|
||||||
*
|
|
||||||
* One row per customer carrying the review period's figures and the rating they suggest. The Risk Review report
|
|
||||||
* prefers these over its own per-alert reckoning, because a rating describes a period rather than the handful of
|
|
||||||
* transactions that happened to trip a rule.
|
|
||||||
*/
|
|
||||||
getBehaviourWindows(): Observable<any[]> {
|
|
||||||
return this.http.get<any[]>('/risk-review/behaviour-windows');
|
|
||||||
}
|
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -1,147 +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="bor-root">
|
|
||||||
<div class="bor-head">
|
|
||||||
<div class="bor-head-left">
|
|
||||||
<fa-icon icon="gavel" class="bor-head-ic"></fa-icon>
|
|
||||||
<div>
|
|
||||||
<h2 class="bor-head-t">Board of Resolution Register — Share Capital</h2>
|
|
||||||
<p class="bor-head-s">
|
|
||||||
Every share account with the board resolution that authorised the allotment. Accounts with no resolution on
|
|
||||||
record sort to the top.
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
<button class="bor-btn bor-btn--xls" type="button" [disabled]="exporting || !filtered.length" (click)="exportExcel()">
|
|
||||||
<fa-icon icon="file-excel"></fa-icon>
|
|
||||||
{{ exporting ? 'Exporting…' : 'Export' }}
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (loading) {
|
|
||||||
<div class="bor-note">Loading the register…</div>
|
|
||||||
} @else if (loadError) {
|
|
||||||
<div class="bor-note bor-note--warn"><fa-icon icon="exclamation-triangle"></fa-icon> {{ loadError }}</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (!loading && !loadError) {
|
|
||||||
<!-- Counted over the whole register, not the filtered view: it is a standing figure the
|
|
||||||
secretary acts on, and hiding it behind a filter would hide the problem. -->
|
|
||||||
@if (missingResolutionCount > 0) {
|
|
||||||
<div class="bor-note bor-note--warn">
|
|
||||||
<fa-icon icon="exclamation-triangle"></fa-icon>
|
|
||||||
{{ missingResolutionCount }} share account{{ missingResolutionCount === 1 ? '' : 's' }} carr{{
|
|
||||||
missingResolutionCount === 1 ? 'ies' : 'y'
|
|
||||||
}}
|
|
||||||
no resolution number. Share capital allotted without a board resolution cannot be evidenced to the Registrar.
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<div class="bor-kpis">
|
|
||||||
<div class="bor-kpi">
|
|
||||||
<div class="bor-kpi-n">{{ filtered.length | number }}</div>
|
|
||||||
<div class="bor-kpi-l">Share Accounts</div>
|
|
||||||
</div>
|
|
||||||
<div class="bor-kpi bor-kpi--blue">
|
|
||||||
<div class="bor-kpi-n">{{ distinctResolutions | number }}</div>
|
|
||||||
<div class="bor-kpi-l">Resolutions</div>
|
|
||||||
</div>
|
|
||||||
<div class="bor-kpi bor-kpi--green">
|
|
||||||
<div class="bor-kpi-n">{{ totalShares | number }}</div>
|
|
||||||
<div class="bor-kpi-l">Shares Allotted</div>
|
|
||||||
</div>
|
|
||||||
<div class="bor-kpi bor-kpi--amber">
|
|
||||||
<div class="bor-kpi-n">₹{{ totalValue | number: '1.0-0' }}</div>
|
|
||||||
<div class="bor-kpi-l">Share Value</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="bor-filters">
|
|
||||||
<div class="bor-filter">
|
|
||||||
<label>Resolution No.</label>
|
|
||||||
<input class="bor-inp" type="text" [(ngModel)]="filterResolution" placeholder="e.g. BOR/2026-27/001" />
|
|
||||||
</div>
|
|
||||||
<div class="bor-filter">
|
|
||||||
<label>Branch</label>
|
|
||||||
<select class="bor-inp" [(ngModel)]="filterBranch">
|
|
||||||
<option value="">All branches</option>
|
|
||||||
@for (b of branches; track b) {
|
|
||||||
<option [value]="b">{{ b }}</option>
|
|
||||||
}
|
|
||||||
</select>
|
|
||||||
</div>
|
|
||||||
<div class="bor-filter">
|
|
||||||
<label>Status</label>
|
|
||||||
<select class="bor-inp" [(ngModel)]="filterStatus">
|
|
||||||
<option [ngValue]="''">Any status</option>
|
|
||||||
@for (s of statuses; track s) {
|
|
||||||
<option [ngValue]="s">{{ statusText(s) }}</option>
|
|
||||||
}
|
|
||||||
</select>
|
|
||||||
</div>
|
|
||||||
<div class="bor-filter bor-filter--grow">
|
|
||||||
<label>Search</label>
|
|
||||||
<input class="bor-inp" type="text" [(ngModel)]="search" placeholder="Member name, share A/c or CIF…" />
|
|
||||||
</div>
|
|
||||||
<label class="bor-check">
|
|
||||||
<input type="checkbox" [(ngModel)]="missingOnly" />
|
|
||||||
No resolution only
|
|
||||||
</label>
|
|
||||||
<button class="bor-btn" type="button" (click)="resetFilters()"><fa-icon icon="undo"></fa-icon> Reset</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="bor-table-wrap">
|
|
||||||
<table class="bor-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Resolution No.</th>
|
|
||||||
<th>Resolution Date</th>
|
|
||||||
<th>Share A/c No.</th>
|
|
||||||
<th>CIF No.</th>
|
|
||||||
<th>Member Name</th>
|
|
||||||
<th>Branch</th>
|
|
||||||
<th>Product</th>
|
|
||||||
<th class="num">Shares</th>
|
|
||||||
<th class="num">Share Value</th>
|
|
||||||
<th class="num">Tranches</th>
|
|
||||||
<th>Status</th>
|
|
||||||
<th>Activated On</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (r of filtered; track r.shareAccountId) {
|
|
||||||
<tr [class.bor-row--missing]="!r.resolutionNumber">
|
|
||||||
<td>
|
|
||||||
@if (r.resolutionNumber) {
|
|
||||||
<strong class="bor-res">{{ r.resolutionNumber }}</strong>
|
|
||||||
} @else {
|
|
||||||
<span class="bor-missing">Not recorded</span>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td class="mono">{{ r.resolutionDate || '—' }}</td>
|
|
||||||
<td class="mono">{{ r.accountNo }}</td>
|
|
||||||
<td class="mono">{{ r.cifNumber || '—' }}</td>
|
|
||||||
<td>{{ r.clientName }}</td>
|
|
||||||
<td>{{ r.officeName || '—' }}</td>
|
|
||||||
<td>{{ r.productName || '—' }}</td>
|
|
||||||
<td class="num">{{ r.approvedShares | number }}</td>
|
|
||||||
<td class="num strong">{{ r.shareValue | number: '1.2-2' }}</td>
|
|
||||||
<td class="num">{{ r.trancheCount }}</td>
|
|
||||||
<td><span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span></td>
|
|
||||||
<td class="mono">{{ r.activatedDate || '—' }}</td>
|
|
||||||
</tr>
|
|
||||||
} @empty {
|
|
||||||
<tr>
|
|
||||||
<td colspan="12" class="bor-empty">No share account matches the filters.</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
@@ -1,313 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
.bor-root {
|
|
||||||
padding: 20px 24px 40px;
|
|
||||||
background: #f8fafc;
|
|
||||||
min-height: 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-head {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
justify-content: space-between;
|
|
||||||
gap: 16px;
|
|
||||||
margin-bottom: 18px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-head-left {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-head-ic {
|
|
||||||
font-size: 26px;
|
|
||||||
color: #0f4f3c;
|
|
||||||
margin-top: 2px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-head-t {
|
|
||||||
margin: 0 0 3px;
|
|
||||||
font-size: 20px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #1e293b;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-head-s {
|
|
||||||
margin: 0;
|
|
||||||
max-width: 780px;
|
|
||||||
font-size: 13px;
|
|
||||||
line-height: 1.5;
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-note {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 9px;
|
|
||||||
padding: 11px 14px;
|
|
||||||
margin-bottom: 14px;
|
|
||||||
border: 1px solid #bfdbfe;
|
|
||||||
border-radius: 9px;
|
|
||||||
background: #eff6ff;
|
|
||||||
color: #1e3a8a;
|
|
||||||
font-size: 12.5px;
|
|
||||||
line-height: 1.55;
|
|
||||||
|
|
||||||
fa-icon {
|
|
||||||
flex: 0 0 auto;
|
|
||||||
margin-top: 1px;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* An allotment with no resolution behind it is the finding, not a detail. */
|
|
||||||
&--warn {
|
|
||||||
border-color: #fde68a;
|
|
||||||
background: #fffbeb;
|
|
||||||
color: #92400e;
|
|
||||||
|
|
||||||
fa-icon {
|
|
||||||
color: #d97706;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-kpis {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
|
|
||||||
gap: 12px;
|
|
||||||
margin-bottom: 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-kpi {
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-left: 4px solid #0f4f3c;
|
|
||||||
border-radius: 11px;
|
|
||||||
padding: 12px 16px;
|
|
||||||
|
|
||||||
&--blue {
|
|
||||||
border-left-color: #2563eb;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--green {
|
|
||||||
border-left-color: #15803d;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--amber {
|
|
||||||
border-left-color: #d97706;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-kpi-n {
|
|
||||||
font-size: 22px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #1e293b;
|
|
||||||
line-height: 1.2;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-kpi-l {
|
|
||||||
font-size: 12px;
|
|
||||||
color: #64748b;
|
|
||||||
margin-top: 2px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-filters {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
align-items: flex-end;
|
|
||||||
gap: 12px;
|
|
||||||
padding: 14px 16px;
|
|
||||||
margin-bottom: 14px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 11px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-filter {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 4px;
|
|
||||||
|
|
||||||
label {
|
|
||||||
font-size: 10.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.04em;
|
|
||||||
text-transform: uppercase;
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--grow {
|
|
||||||
flex: 1 1 240px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-inp {
|
|
||||||
height: 34px;
|
|
||||||
min-width: 170px;
|
|
||||||
padding: 0 10px;
|
|
||||||
border: 1px solid #cbd5e1;
|
|
||||||
border-radius: 7px;
|
|
||||||
font: inherit;
|
|
||||||
font-size: 13px;
|
|
||||||
color: #1e293b;
|
|
||||||
background: #fff;
|
|
||||||
|
|
||||||
&:focus {
|
|
||||||
outline: 2px solid #2563eb;
|
|
||||||
outline-offset: -1px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-check {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 6px;
|
|
||||||
height: 34px;
|
|
||||||
font-size: 12.5px;
|
|
||||||
color: #334155;
|
|
||||||
cursor: pointer;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-btn {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 7px;
|
|
||||||
height: 34px;
|
|
||||||
padding: 0 14px;
|
|
||||||
border: 1px solid #cbd5e1;
|
|
||||||
border-radius: 7px;
|
|
||||||
background: #fff;
|
|
||||||
font: inherit;
|
|
||||||
font-size: 12.5px;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #334155;
|
|
||||||
cursor: pointer;
|
|
||||||
|
|
||||||
&:hover:not(:disabled) {
|
|
||||||
background: #f1f5f9;
|
|
||||||
}
|
|
||||||
|
|
||||||
&:disabled {
|
|
||||||
opacity: 0.55;
|
|
||||||
cursor: default;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--xls {
|
|
||||||
border-color: #15803d;
|
|
||||||
background: #16a34a;
|
|
||||||
color: #fff;
|
|
||||||
|
|
||||||
&:hover:not(:disabled) {
|
|
||||||
background: #15803d;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-table-wrap {
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 11px;
|
|
||||||
overflow-x: auto;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-table {
|
|
||||||
width: 100%;
|
|
||||||
border-collapse: collapse;
|
|
||||||
font-size: 12.5px;
|
|
||||||
|
|
||||||
th {
|
|
||||||
text-align: left;
|
|
||||||
padding: 10px;
|
|
||||||
background: #f1f5f9;
|
|
||||||
font-size: 10.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.04em;
|
|
||||||
color: #475569;
|
|
||||||
white-space: nowrap;
|
|
||||||
border-bottom: 1px solid #e2e8f0;
|
|
||||||
}
|
|
||||||
|
|
||||||
td {
|
|
||||||
padding: 11px 10px;
|
|
||||||
border-bottom: 1px solid #f1f5f9;
|
|
||||||
vertical-align: middle;
|
|
||||||
color: #334155;
|
|
||||||
}
|
|
||||||
|
|
||||||
.num {
|
|
||||||
text-align: right;
|
|
||||||
font-family: 'DM Mono', monospace;
|
|
||||||
}
|
|
||||||
|
|
||||||
.mono {
|
|
||||||
font-family: 'DM Mono', monospace;
|
|
||||||
}
|
|
||||||
|
|
||||||
.strong {
|
|
||||||
font-weight: 700;
|
|
||||||
}
|
|
||||||
|
|
||||||
tbody tr:hover {
|
|
||||||
background: #f8fafc;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* The row an auditor is looking for, marked in the table as well as counted above it. */
|
|
||||||
.bor-row--missing {
|
|
||||||
background: #fffbeb;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-res {
|
|
||||||
color: #0f4f3c;
|
|
||||||
font-family: 'DM Mono', monospace;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-missing {
|
|
||||||
display: inline-block;
|
|
||||||
padding: 2px 8px;
|
|
||||||
border-radius: 999px;
|
|
||||||
background: #fef3c7;
|
|
||||||
color: #92400e;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-status {
|
|
||||||
display: inline-block;
|
|
||||||
padding: 2px 9px;
|
|
||||||
border-radius: 999px;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
background: #f1f5f9;
|
|
||||||
color: #475569;
|
|
||||||
|
|
||||||
&--active {
|
|
||||||
background: #dcfce7;
|
|
||||||
color: #15803d;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--submitted,
|
|
||||||
&--approved {
|
|
||||||
background: #fef3c7;
|
|
||||||
color: #b45309;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--rejected,
|
|
||||||
&--closed {
|
|
||||||
background: #fee2e2;
|
|
||||||
color: #b91c1c;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bor-empty {
|
|
||||||
padding: 30px;
|
|
||||||
text-align: center;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
@@ -1,221 +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 { FormsModule } from '@angular/forms';
|
|
||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
|
||||||
|
|
||||||
import { exportWorkbook } from '../cashier/cashier-export';
|
|
||||||
import { BorRegisterRow, BorReportService } from './bor-report.service';
|
|
||||||
|
|
||||||
/** m_share_account.status_enum, as the register labels it. */
|
|
||||||
const STATUS_LABEL: Record<number, string> = {
|
|
||||||
100: 'Submitted',
|
|
||||||
200: 'Approved',
|
|
||||||
300: 'Active',
|
|
||||||
400: 'Rejected',
|
|
||||||
500: 'Closed',
|
|
||||||
600: 'Inactive'
|
|
||||||
};
|
|
||||||
|
|
||||||
/**
|
|
||||||
* The Board of Resolution register for share capital.
|
|
||||||
*
|
|
||||||
* A co-operative allots shares only under a board resolution, and this is the list the Registrar or
|
|
||||||
* an auditor asks for: every member's holding against the resolution that authorised it. The
|
|
||||||
* account with no resolution recorded is the point of the register, so it sorts to the top and is
|
|
||||||
* counted on its own rather than being left to be noticed.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-bor-report',
|
|
||||||
templateUrl: './bor-report.component.html',
|
|
||||||
styleUrls: ['./bor-report.component.scss'],
|
|
||||||
imports: [
|
|
||||||
...STANDALONE_SHARED_IMPORTS,
|
|
||||||
FaIconComponent,
|
|
||||||
FormsModule
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class BorReportComponent implements OnInit {
|
|
||||||
private borService = inject(BorReportService);
|
|
||||||
|
|
||||||
readonly statusLabel = STATUS_LABEL;
|
|
||||||
|
|
||||||
rows: BorRegisterRow[] = [];
|
|
||||||
loading = false;
|
|
||||||
loadError = '';
|
|
||||||
|
|
||||||
/** '' = every status. */
|
|
||||||
filterStatus: number | '' = '';
|
|
||||||
filterBranch = '';
|
|
||||||
filterResolution = '';
|
|
||||||
search = '';
|
|
||||||
/** Only the accounts with no resolution on file — the ones that need chasing. */
|
|
||||||
missingOnly = false;
|
|
||||||
|
|
||||||
exporting = false;
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
this.load();
|
|
||||||
}
|
|
||||||
|
|
||||||
load(): void {
|
|
||||||
this.loading = true;
|
|
||||||
this.loadError = '';
|
|
||||||
this.borService.getRegister().subscribe({
|
|
||||||
next: (rows) => {
|
|
||||||
this.loading = false;
|
|
||||||
this.rows = rows;
|
|
||||||
},
|
|
||||||
error: (err: any) => {
|
|
||||||
this.loading = false;
|
|
||||||
this.rows = [];
|
|
||||||
this.loadError = err?.error?.defaultUserMessage || 'Could not load the BOR register.';
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Branches present in the data, so the filter offers only what can actually be selected. */
|
|
||||||
get branches(): string[] {
|
|
||||||
return [...new Set(this.rows.map((r) => r.officeName).filter(Boolean))].sort();
|
|
||||||
}
|
|
||||||
|
|
||||||
get statuses(): number[] {
|
|
||||||
return [...new Set(this.rows.map((r) => r.statusEnum))].sort((a, b) => a - b);
|
|
||||||
}
|
|
||||||
|
|
||||||
get filtered(): BorRegisterRow[] {
|
|
||||||
const needle = this.search.trim().toLowerCase();
|
|
||||||
const resolutionNeedle = this.filterResolution.trim().toLowerCase();
|
|
||||||
return this.rows.filter((r) => {
|
|
||||||
if (this.filterStatus !== '' && r.statusEnum !== this.filterStatus) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
if (this.filterBranch && r.officeName !== this.filterBranch) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
if (this.missingOnly && r.resolutionNumber) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
if (resolutionNeedle && !r.resolutionNumber.toLowerCase().includes(resolutionNeedle)) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
if (
|
|
||||||
needle &&
|
|
||||||
!(
|
|
||||||
r.clientName.toLowerCase().includes(needle) ||
|
|
||||||
r.accountNo.toLowerCase().includes(needle) ||
|
|
||||||
r.cifNumber.toLowerCase().includes(needle)
|
|
||||||
)
|
|
||||||
) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
return true;
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
get totalShares(): number {
|
|
||||||
return this.filtered.reduce((s, r) => s + r.approvedShares, 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get totalValue(): number {
|
|
||||||
return this.filtered.reduce((s, r) => s + r.shareValue, 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** How many resolutions the filtered holdings were authorised under. */
|
|
||||||
get distinctResolutions(): number {
|
|
||||||
return new Set(this.filtered.map((r) => r.resolutionNumber).filter(Boolean)).size;
|
|
||||||
}
|
|
||||||
|
|
||||||
get missingResolutionCount(): number {
|
|
||||||
return this.rows.filter((r) => !r.resolutionNumber).length;
|
|
||||||
}
|
|
||||||
|
|
||||||
statusText(statusEnum: number): string {
|
|
||||||
return STATUS_LABEL[statusEnum] || '—';
|
|
||||||
}
|
|
||||||
|
|
||||||
statusClass(statusEnum: number): string {
|
|
||||||
return 'bor-status bor-status--' + (STATUS_LABEL[statusEnum] || 'unknown').toLowerCase();
|
|
||||||
}
|
|
||||||
|
|
||||||
resetFilters(): void {
|
|
||||||
this.filterStatus = '';
|
|
||||||
this.filterBranch = '';
|
|
||||||
this.filterResolution = '';
|
|
||||||
this.search = '';
|
|
||||||
this.missingOnly = false;
|
|
||||||
}
|
|
||||||
|
|
||||||
async exportExcel(): Promise<void> {
|
|
||||||
this.exporting = true;
|
|
||||||
try {
|
|
||||||
const rows = this.filtered;
|
|
||||||
await exportWorkbook(
|
|
||||||
[
|
|
||||||
{
|
|
||||||
sheetName: 'BOR Register',
|
|
||||||
title: 'Board of Resolution Register — Share Capital',
|
|
||||||
subtitle: `${rows.length} share account(s) · ${this.distinctResolutions} resolution(s) · ${this.totalShares} shares`,
|
|
||||||
headers: [
|
|
||||||
'Resolution No.',
|
|
||||||
'Resolution Date',
|
|
||||||
'Share A/c No.',
|
|
||||||
'CIF No.',
|
|
||||||
'Member Name',
|
|
||||||
'Branch',
|
|
||||||
'Product',
|
|
||||||
'Shares',
|
|
||||||
'Unit Price',
|
|
||||||
'Share Value',
|
|
||||||
'Tranches',
|
|
||||||
'Status',
|
|
||||||
'Activated On'
|
|
||||||
],
|
|
||||||
widths: [
|
|
||||||
20,
|
|
||||||
16,
|
|
||||||
18,
|
|
||||||
16,
|
|
||||||
30,
|
|
||||||
18,
|
|
||||||
18,
|
|
||||||
10,
|
|
||||||
12,
|
|
||||||
14,
|
|
||||||
10,
|
|
||||||
12,
|
|
||||||
14
|
|
||||||
],
|
|
||||||
rows: rows.map((r) => [
|
|
||||||
// Named rather than left blank, because an empty cell in a filing reads as an
|
|
||||||
// oversight in the export rather than a gap in the register.
|
|
||||||
r.resolutionNumber || 'NOT RECORDED',
|
|
||||||
r.resolutionDate || '—',
|
|
||||||
r.accountNo,
|
|
||||||
r.cifNumber,
|
|
||||||
r.clientName,
|
|
||||||
r.officeName,
|
|
||||||
r.productName,
|
|
||||||
r.approvedShares,
|
|
||||||
r.unitPrice,
|
|
||||||
r.shareValue,
|
|
||||||
r.trancheCount,
|
|
||||||
this.statusText(r.statusEnum),
|
|
||||||
r.activatedDate || '—'
|
|
||||||
])
|
|
||||||
}
|
|
||||||
],
|
|
||||||
'BOR-Register'
|
|
||||||
);
|
|
||||||
} finally {
|
|
||||||
this.exporting = false;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,94 +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 { Injectable, inject } from '@angular/core';
|
|
||||||
import { HttpClient, HttpParams } from '@angular/common/http';
|
|
||||||
import { Observable, map } from 'rxjs';
|
|
||||||
|
|
||||||
/** Custom Helpers */
|
|
||||||
import { toIsoDate } from '../core/utils/api-date';
|
|
||||||
|
|
||||||
/** One share account and the board resolution that authorised it. */
|
|
||||||
export interface BorRegisterRow {
|
|
||||||
shareAccountId: number;
|
|
||||||
accountNo: string;
|
|
||||||
clientId: number;
|
|
||||||
cifNumber: string;
|
|
||||||
clientName: string;
|
|
||||||
officeId: number | null;
|
|
||||||
officeName: string;
|
|
||||||
productName: string;
|
|
||||||
currencyCode: string;
|
|
||||||
statusEnum: number;
|
|
||||||
approvedShares: number;
|
|
||||||
pendingShares: number;
|
|
||||||
unitPrice: number;
|
|
||||||
shareValue: number;
|
|
||||||
resolutionNumber: string;
|
|
||||||
/** ISO date, or '' where no meeting date was ever recorded against the allotment. */
|
|
||||||
resolutionDate: string;
|
|
||||||
/** How many purchase tranches make up the holding. */
|
|
||||||
trancheCount: number;
|
|
||||||
submittedDate: string;
|
|
||||||
approvedDate: string;
|
|
||||||
activatedDate: string;
|
|
||||||
closedDate: string;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* The BOR register.
|
|
||||||
*
|
|
||||||
* One call returns every account with its resolution. The share allotment report next door fetches
|
|
||||||
* each account separately and stops at two hundred, which is a limit on a register rather than on a
|
|
||||||
* page of one.
|
|
||||||
*/
|
|
||||||
@Injectable({ providedIn: 'root' })
|
|
||||||
export class BorReportService {
|
|
||||||
private http = inject(HttpClient);
|
|
||||||
|
|
||||||
getRegister(status?: number, officeId?: number): Observable<BorRegisterRow[]> {
|
|
||||||
let params = new HttpParams();
|
|
||||||
if (status != null) {
|
|
||||||
params = params.set('status', String(status));
|
|
||||||
}
|
|
||||||
if (officeId != null) {
|
|
||||||
params = params.set('officeId', String(officeId));
|
|
||||||
}
|
|
||||||
return this.http
|
|
||||||
.get<any[]>('/shareaccounts/bor-register', { params })
|
|
||||||
.pipe(map((rows) => (rows || []).map((r) => this.toRow(r))));
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Dates arrive as [y, M, d] arrays; flattened to ISO so they sort and filter as strings. */
|
|
||||||
private toRow(r: any): BorRegisterRow {
|
|
||||||
return {
|
|
||||||
shareAccountId: r.shareAccountId,
|
|
||||||
accountNo: r.accountNo || '',
|
|
||||||
clientId: r.clientId,
|
|
||||||
cifNumber: r.cifNumber || '',
|
|
||||||
clientName: r.clientName || '',
|
|
||||||
officeId: r.officeId ?? null,
|
|
||||||
officeName: r.officeName || '',
|
|
||||||
productName: r.productName || '',
|
|
||||||
currencyCode: r.currencyCode || 'INR',
|
|
||||||
statusEnum: Number(r.statusEnum) || 0,
|
|
||||||
approvedShares: Number(r.approvedShares) || 0,
|
|
||||||
pendingShares: Number(r.pendingShares) || 0,
|
|
||||||
unitPrice: Number(r.unitPrice) || 0,
|
|
||||||
shareValue: Number(r.shareValue) || 0,
|
|
||||||
resolutionNumber: (r.resolutionNumber || '').trim(),
|
|
||||||
resolutionDate: toIsoDate(r.resolutionDate),
|
|
||||||
trancheCount: Number(r.trancheCount) || 0,
|
|
||||||
submittedDate: toIsoDate(r.submittedDate),
|
|
||||||
approvedDate: toIsoDate(r.approvedDate),
|
|
||||||
activatedDate: toIsoDate(r.activatedDate),
|
|
||||||
closedDate: toIsoDate(r.closedDate)
|
|
||||||
};
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -49,18 +49,6 @@
|
|||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
@if (firstOpenNeedsCashMigration && !missedOnly) {
|
|
||||||
<div class="bd-locked">
|
|
||||||
<mat-icon>lock</mat-icon>
|
|
||||||
<span>
|
|
||||||
This branch has never opened a business day, and its Cash at Vault GL account has no opening balance yet. Count
|
|
||||||
the vault and open the first business day together from
|
|
||||||
<a [routerLink]="['/accounting/migrate-cash-denomination']">Migrate Cash Denomination</a> — Open Day here is
|
|
||||||
locked until that is done, so today's cash tracking never starts out of step with the ledger.
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Missed closes first: these are the ones that need action. -->
|
<!-- Missed closes first: these are the ones that need action. -->
|
||||||
@if (missed.length > 0) {
|
@if (missed.length > 0) {
|
||||||
<div class="db-exceptions">
|
<div class="db-exceptions">
|
||||||
@@ -715,10 +703,10 @@
|
|||||||
<span class="db-muted">· {{ timeOnly(d.closedAt) }}</span>
|
<span class="db-muted">· {{ timeOnly(d.closedAt) }}</span>
|
||||||
}
|
}
|
||||||
</td>
|
</td>
|
||||||
<td class="num">{{ hasValue(d.closingCash) ? '₹' + (d.closingCash | number: '1.2-2') : '—' }}</td>
|
<td class="num">{{ d.closingCash != null ? '₹' + (d.closingCash | number: '1.2-2') : '—' }}</td>
|
||||||
<td class="num">{{ hasValue(d.bookCash) ? '₹' + (d.bookCash | number: '1.2-2') : '—' }}</td>
|
<td class="num">{{ d.bookCash != null ? '₹' + (d.bookCash | number: '1.2-2') : '—' }}</td>
|
||||||
<td>
|
<td>
|
||||||
@if (!hasValue(d.cashDifference)) {
|
@if (d.cashDifference == null) {
|
||||||
—
|
—
|
||||||
} @else if (d.cashDifference === 0) {
|
} @else if (d.cashDifference === 0) {
|
||||||
<span class="db-badge db-badge--ok">Tallied</span>
|
<span class="db-badge db-badge--ok">Tallied</span>
|
||||||
|
|||||||
@@ -30,36 +30,6 @@
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
/* Blocks Open Day until the branch's first-ever open has gone through Migrate Cash Denomination —
|
|
||||||
see BranchDayComponent.checkFirstOpenCashMigration(). Same shape as .ve-note, in the error palette
|
|
||||||
the rest of this screen already uses for a missed close (.bd-missed). */
|
|
||||||
.bd-locked {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 8px;
|
|
||||||
padding: 10px 14px;
|
|
||||||
margin-bottom: 14px;
|
|
||||||
background: #fef2f2;
|
|
||||||
border: 1px solid #fecaca;
|
|
||||||
border-radius: 8px;
|
|
||||||
color: #b91c1c;
|
|
||||||
font-size: 12px;
|
|
||||||
line-height: 1.5;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
flex: none;
|
|
||||||
font-size: 18px;
|
|
||||||
width: 18px;
|
|
||||||
height: 18px;
|
|
||||||
}
|
|
||||||
|
|
||||||
a {
|
|
||||||
color: inherit;
|
|
||||||
font-weight: 600;
|
|
||||||
text-decoration: underline;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.bd-success {
|
.bd-success {
|
||||||
padding: 10px 14px;
|
padding: 10px 14px;
|
||||||
margin-bottom: 14px;
|
margin-bottom: 14px;
|
||||||
|
|||||||
@@ -10,7 +10,7 @@ import { Component, OnInit, inject } from '@angular/core';
|
|||||||
import { CommonModule } from '@angular/common';
|
import { CommonModule } from '@angular/common';
|
||||||
import { FormsModule } from '@angular/forms';
|
import { FormsModule } from '@angular/forms';
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
import { ActivatedRoute, RouterLink } from '@angular/router';
|
import { ActivatedRoute } from '@angular/router';
|
||||||
import { catchError, forkJoin, map, of, switchMap } from 'rxjs';
|
import { catchError, forkJoin, map, of, switchMap } from 'rxjs';
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
|
|
||||||
@@ -61,8 +61,7 @@ interface BranchDay {
|
|||||||
imports: [
|
imports: [
|
||||||
CommonModule,
|
CommonModule,
|
||||||
FormsModule,
|
FormsModule,
|
||||||
MatIconModule,
|
MatIconModule
|
||||||
RouterLink
|
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
export class BranchDayComponent implements OnInit {
|
export class BranchDayComponent implements OnInit {
|
||||||
@@ -86,12 +85,6 @@ export class BranchDayComponent implements OnInit {
|
|||||||
loaded = false;
|
loaded = false;
|
||||||
errorMsg = '';
|
errorMsg = '';
|
||||||
successMsg = '';
|
successMsg = '';
|
||||||
/** True only for a branch that has never opened a business day and whose Cash at Vault / Cash at
|
|
||||||
* Teller GL account has never had anything posted to it — Open Day here would let day-to-day cash
|
|
||||||
* tracking begin while the ledger silently stays wherever it already was. The backend enforces
|
|
||||||
* this independently too (see BranchDayRegisterApiResource#requireCashMigrationBeforeFirstEverOpen);
|
|
||||||
* this flag only steers the user to the right screen before they hit that rejection. */
|
|
||||||
firstOpenNeedsCashMigration = false;
|
|
||||||
|
|
||||||
// Open-day form
|
// Open-day form
|
||||||
showOpenForm = false;
|
showOpenForm = false;
|
||||||
@@ -209,7 +202,6 @@ export class BranchDayComponent implements OnInit {
|
|||||||
this.today = res?.today ?? '';
|
this.today = res?.today ?? '';
|
||||||
this.canOperate = !!res?.canOperate;
|
this.canOperate = !!res?.canOperate;
|
||||||
this.openDate = this.today;
|
this.openDate = this.today;
|
||||||
this.checkFirstOpenCashMigration();
|
|
||||||
});
|
});
|
||||||
|
|
||||||
this.service
|
this.service
|
||||||
@@ -220,42 +212,9 @@ export class BranchDayComponent implements OnInit {
|
|||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* Only relevant the moment this branch has never opened a business day before — every later
|
|
||||||
* open/close on this screen is untouched, so there is nothing to re-check once history exists.
|
|
||||||
*/
|
|
||||||
private checkFirstOpenCashMigration(): void {
|
|
||||||
if (this.days.length > 0 || this.openDay) {
|
|
||||||
this.firstOpenNeedsCashMigration = false;
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.service.cashGlStatus().subscribe({
|
|
||||||
next: (status: any) => {
|
|
||||||
// configured === false means this tenant has no Cash at Vault / Cash at Teller account
|
|
||||||
// mapped at all — nothing for this check to reconcile against, so it does not block.
|
|
||||||
this.firstOpenNeedsCashMigration = status?.configured !== false && !status?.hasBalance;
|
|
||||||
},
|
|
||||||
error: () => {
|
|
||||||
this.firstOpenNeedsCashMigration = false;
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** True when the branch has no open day at all, so today can be opened. */
|
/** True when the branch has no open day at all, so today can be opened. */
|
||||||
get canOpenToday(): boolean {
|
get canOpenToday(): boolean {
|
||||||
return this.canOperate && !this.openDay && !this.firstOpenNeedsCashMigration;
|
return this.canOperate && !this.openDay;
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* A still-open day's closing/book figures are dropped from the API response entirely (the
|
|
||||||
* backend's Gson instance omits a null map value rather than sending it as JSON null), so the
|
|
||||||
* field arrives as undefined, not null. Checking only `!== null` against that — which a stricter
|
|
||||||
* pass of this file made the mistake of doing — leaves undefined on the "has a value" branch,
|
|
||||||
* which then renders `'₹' + null` (the number pipe's own null output, string-concatenated) as the
|
|
||||||
* literal text "₹null". This checks for either, the way an open day actually shows up.
|
|
||||||
*/
|
|
||||||
hasValue(value: number | null | undefined): boolean {
|
|
||||||
return value !== null && value !== undefined;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
startOpen(): void {
|
startOpen(): void {
|
||||||
|
|||||||
@@ -26,6 +26,7 @@ import { VaultPositionComponent } from './vault-position/vault-position.componen
|
|||||||
import { AccountRegisterComponent } from './account-register/account-register.component';
|
import { AccountRegisterComponent } from './account-register/account-register.component';
|
||||||
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
||||||
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
||||||
|
import { ShareCollectionComponent } from './share-collection/share-collection.component';
|
||||||
|
|
||||||
const routes: Routes = [
|
const routes: Routes = [
|
||||||
Route.withShell([
|
Route.withShell([
|
||||||
@@ -344,6 +345,11 @@ const routes: Routes = [
|
|||||||
component: ExcessTransactionReportComponent,
|
component: ExcessTransactionReportComponent,
|
||||||
data: { title: 'Excess Transaction Report', breadcrumb: 'Excess Transaction Report' }
|
data: { title: 'Excess Transaction Report', breadcrumb: 'Excess Transaction Report' }
|
||||||
},
|
},
|
||||||
|
{
|
||||||
|
path: 'share-collection',
|
||||||
|
component: ShareCollectionComponent,
|
||||||
|
data: { title: 'Share Collection', breadcrumb: 'Share Collection' }
|
||||||
|
},
|
||||||
{
|
{
|
||||||
path: 'transaction-entry',
|
path: 'transaction-entry',
|
||||||
canActivate: [CashierOnlyGuard],
|
canActivate: [CashierOnlyGuard],
|
||||||
|
|||||||
@@ -20,6 +20,7 @@ import { ReconciliationComponent } from './reconciliation/reconciliation.compone
|
|||||||
import { CashHistoryComponent } from './cash-history/cash-history.component';
|
import { CashHistoryComponent } from './cash-history/cash-history.component';
|
||||||
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
||||||
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
||||||
|
import { ShareCollectionComponent } from './share-collection/share-collection.component';
|
||||||
|
|
||||||
@NgModule({
|
@NgModule({
|
||||||
imports: [
|
imports: [
|
||||||
@@ -34,7 +35,8 @@ import { ExcessTransactionReportComponent } from './excess-transaction-report/ex
|
|||||||
ReconciliationComponent,
|
ReconciliationComponent,
|
||||||
CashHistoryComponent,
|
CashHistoryComponent,
|
||||||
ClosingCashReportComponent,
|
ClosingCashReportComponent,
|
||||||
ExcessTransactionReportComponent
|
ExcessTransactionReportComponent,
|
||||||
|
ShareCollectionComponent
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
export class CashierModule {}
|
export class CashierModule {}
|
||||||
|
|||||||
@@ -178,13 +178,6 @@ export class CashierService {
|
|||||||
return this.http.get('/vouchers/my-work', { params });
|
return this.http.get('/vouchers/my-work', { params });
|
||||||
}
|
}
|
||||||
|
|
||||||
/** One voucher and every debit/credit line it is made of — the full slip behind a summarised
|
|
||||||
* row (a "+2 more" badge in a register only ever shows the first side of each). */
|
|
||||||
voucherDetail(voucherNo: string): Observable<any> {
|
|
||||||
const params = new HttpParams().set('voucherNo', voucherNo);
|
|
||||||
return this.http.get('/vouchers/detail', { params });
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Account register for one date: what opened and closed that day, each account's balance as it
|
* Account register for one date: what opened and closed that day, each account's balance as it
|
||||||
* stood then, and what it holds now.
|
* stood then, and what it holds now.
|
||||||
@@ -364,6 +357,19 @@ export class CashierService {
|
|||||||
return this.http.get<any[]>('/paymenttypes');
|
return this.http.get<any[]>('/paymenttypes');
|
||||||
}
|
}
|
||||||
|
|
||||||
|
// ── Share Collection ──
|
||||||
|
getShareAccountForCollection(accountId: string): Observable<any> {
|
||||||
|
return this.http.get(`/accounts/share/${accountId}`);
|
||||||
|
}
|
||||||
|
|
||||||
|
collectSharePayment(data: any): Observable<any> {
|
||||||
|
return this.http.post('/cashier/sharecollection', data);
|
||||||
|
}
|
||||||
|
|
||||||
|
getShareCollectionStatus(shareAccountId: number): Observable<any> {
|
||||||
|
return this.http.get(`/cashier/sharecollection/${shareAccountId}`);
|
||||||
|
}
|
||||||
|
|
||||||
/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
|
/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
|
||||||
getShareAdvanceByVoucher(voucherNo: string, glAccountNo: string, clientId?: number): Observable<any> {
|
getShareAdvanceByVoucher(voucherNo: string, glAccountNo: string, clientId?: number): Observable<any> {
|
||||||
// The voucher travels as a query parameter, not a path segment: numbers are formatted
|
// The voucher travels as a query parameter, not a path segment: numbers are formatted
|
||||||
@@ -390,18 +396,10 @@ export class CashierService {
|
|||||||
return this.http.get('/shareadvancecollection/requirement', { params: { shareAccountId: String(shareAccountId) } });
|
return this.http.get('/shareadvancecollection/requirement', { params: { shareAccountId: String(shareAccountId) } });
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/** Receipts still sitting in Share Sundry, optionally for a single member. */
|
||||||
* Everything an Apply screen needs, in one call: `own` is this member's own unapplied receipts,
|
getUnappliedShareAdvances(clientId?: number): Observable<any> {
|
||||||
* ready to tick; `rows` is every other Share Collection receipt still available — unclaimed GL
|
const suffix = clientId ? `?clientId=${clientId}` : '';
|
||||||
* deposits and receipts linked to another member — which attach by voucher instead.
|
return this.http.get(`/shareadvancecollection${suffix}`);
|
||||||
*
|
|
||||||
* One request rather than two: both lists come from the same table under the same filters, and
|
|
||||||
* splitting them across endpoints only meant the same rows were fetched twice and, where they
|
|
||||||
* overlapped, drawn twice on the same screen.
|
|
||||||
*/
|
|
||||||
getShareCollectionReceipts(clientId?: number): Observable<any> {
|
|
||||||
const params = clientId ? new HttpParams().set('clientId', String(clientId)) : undefined;
|
|
||||||
return this.http.get('/shareadvancecollection/unattributed', { params });
|
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Moves a receipt out of Sundry into share capital for an activated account. */
|
/** Moves a receipt out of Sundry into share capital for an activated account. */
|
||||||
@@ -409,12 +407,6 @@ export class CashierService {
|
|||||||
return this.http.post(`/shareadvancecollection/${collectionId}/apply`, data);
|
return this.http.post(`/shareadvancecollection/${collectionId}/apply`, data);
|
||||||
}
|
}
|
||||||
|
|
||||||
/** The receipt's own real Dr/Cr GL legs — never the GL account currently picked in a search box,
|
|
||||||
* which is unrelated screen state that can name a different account than this receipt sits in. */
|
|
||||||
getShareAdvanceGlEntries(collectionId: number): Observable<any> {
|
|
||||||
return this.http.get(`/shareadvancecollection/${collectionId}/gl-entries`);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Every additional-share tranche awaiting approval, across every share account. */
|
/** Every additional-share tranche awaiting approval, across every share account. */
|
||||||
getShareAdditionRequests(): Observable<any> {
|
getShareAdditionRequests(): Observable<any> {
|
||||||
return this.http.get('/shareadditionrequests');
|
return this.http.get('/shareadditionrequests');
|
||||||
@@ -427,14 +419,4 @@ export class CashierService {
|
|||||||
getShareAdditionRequest(transactionId: number): Observable<any> {
|
getShareAdditionRequest(transactionId: number): Observable<any> {
|
||||||
return this.http.get(`/shareadditionrequests/${transactionId}`);
|
return this.http.get(`/shareadditionrequests/${transactionId}`);
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* Entry Type options for a GL credit (General / Share Collection / DD Issue / …) — the
|
|
||||||
* "GLEntryType" code under Admin > System > Manage Codes, so an admin can add another type later
|
|
||||||
* without a deployment. Empty on failure rather than erroring, since a row missing this dropdown's
|
|
||||||
* options should still be usable for every other field.
|
|
||||||
*/
|
|
||||||
getEntryTypeOptions(): Observable<any[]> {
|
|
||||||
return this.http.get<any[]>('/codes/name/GLEntryType/codevalues').pipe(catchError(() => of([])));
|
|
||||||
}
|
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -303,8 +303,8 @@
|
|||||||
<tr>
|
<tr>
|
||||||
<th class="gl-th--voucher">Voucher No</th>
|
<th class="gl-th--voucher">Voucher No</th>
|
||||||
<th class="gl-th--date">Date</th>
|
<th class="gl-th--date">Date</th>
|
||||||
<th>Debit</th>
|
<th>A/C No</th>
|
||||||
<th>Credit</th>
|
<th>A/C Name</th>
|
||||||
<th class="gl-th--pt">Payment Type</th>
|
<th class="gl-th--pt">Payment Type</th>
|
||||||
<th class="gl-th--teller">Teller</th>
|
<th class="gl-th--teller">Teller</th>
|
||||||
<th class="num gl-th--dr">DR (₹)</th>
|
<th class="num gl-th--dr">DR (₹)</th>
|
||||||
@@ -326,25 +326,8 @@
|
|||||||
<div class="gl-time">{{ r.txnTime }}</div>
|
<div class="gl-time">{{ r.txnTime }}</div>
|
||||||
}
|
}
|
||||||
</td>
|
</td>
|
||||||
<!-- Both legs of the voucher, the same pair My Vouchers shows — not just the one
|
<td class="gl-acno">{{ r.acNo }}</td>
|
||||||
side this row's own denomination breakdown happens to know about. Falls back
|
<td class="gl-acname">{{ r.acName }}</td>
|
||||||
to that one side (acNo/acName) when the voucher predates m_voucher_line. -->
|
|
||||||
<td class="gl-acname">
|
|
||||||
<div>{{ r.debitParty || r.acName }}</div>
|
|
||||||
@if (r.debitAccount || r.acNo) {
|
|
||||||
<div class="gl-acno">{{ r.debitAccount || r.acNo }}</div>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td class="gl-acname">
|
|
||||||
@if (r.creditParty) {
|
|
||||||
<div>{{ r.creditParty }}</div>
|
|
||||||
@if (r.creditAccount) {
|
|
||||||
<div class="gl-acno">{{ r.creditAccount }}</div>
|
|
||||||
}
|
|
||||||
} @else {
|
|
||||||
<span class="gl-pt-none">—</span>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td class="gl-pt">
|
<td class="gl-pt">
|
||||||
@if (r.paymentType) {
|
@if (r.paymentType) {
|
||||||
<span class="gl-pt-badge">{{ r.paymentType }}</span>
|
<span class="gl-pt-badge">{{ r.paymentType }}</span>
|
||||||
|
|||||||
@@ -174,24 +174,19 @@ export class ClosingCashReportComponent implements OnInit {
|
|||||||
return this.noteRows.reduce((s, r) => s + Number(r.settledOutAmount ?? 0), 0);
|
return this.noteRows.reduce((s, r) => s + Number(r.settledOutAmount ?? 0), 0);
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* Summed from each row's own `netCount`, not re-derived from today's legs — a row's `netCount`
|
|
||||||
* already carries forward what a cashier was holding from before today (`openingCount`), for the
|
|
||||||
* force-closed-day/late-settlement case. Recomputing here from only today's vaultIn/deposit/
|
|
||||||
* withdrawal/settledOut dropped that carry-forward and put the Total row back into negative
|
|
||||||
* numbers a cashier had already reconciled.
|
|
||||||
*/
|
|
||||||
get noteNetCount(): number {
|
get noteNetCount(): number {
|
||||||
return this.noteRows.reduce((s, r) => s + Number(r.netCount ?? 0), 0);
|
return this.noteVaultInCount + this.noteDepositCount - this.noteWithdrawalCount - this.noteSettledOutCount;
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* What is left in the drawer in notes: everything that came in, less everything that went out —
|
* What is left in the drawer in notes: everything that came in, less everything that went out.
|
||||||
* including cash carried forward from before today. See `noteNetCount` for why this sums each
|
*
|
||||||
* row's own `netAmount` rather than re-deriving it from today's legs.
|
* Was deposits minus withdrawals, which is the counter's movement rather than the drawer's
|
||||||
|
* contents — it left out the cash drawn from the vault, so a teller holding a ₹500 note saw a net
|
||||||
|
* of zero and had nothing to count against.
|
||||||
*/
|
*/
|
||||||
get noteNetAmount(): number {
|
get noteNetAmount(): number {
|
||||||
return this.noteRows.reduce((s, r) => s + Number(r.netAmount ?? 0), 0);
|
return this.noteVaultInAmount + this.noteDepositAmount - this.noteWithdrawalAmount - this.noteSettledOutAmount;
|
||||||
}
|
}
|
||||||
get coinRows(): any[] {
|
get coinRows(): any[] {
|
||||||
return this.rows.filter((r) => r.kind === 'coin');
|
return this.rows.filter((r) => r.kind === 'coin');
|
||||||
|
|||||||
@@ -152,21 +152,9 @@
|
|||||||
<tbody>
|
<tbody>
|
||||||
@for (r of g.rows; track r.voucherNo) {
|
@for (r of g.rows; track r.voucherNo) {
|
||||||
<!-- The left edge repeats the section's own colour, so a row still says which part it
|
<!-- The left edge repeats the section's own colour, so a row still says which part it
|
||||||
is when the heading has scrolled away. Clicking anywhere on the row opens the full
|
is when the heading has scrolled away. -->
|
||||||
slip -- every line, not just the first debit and first credit this table has room
|
<tr [class]="'mw-row mw-row--' + r.myRole">
|
||||||
to show. -->
|
<td class="mw-vno">{{ r.voucherNo }}</td>
|
||||||
<tr
|
|
||||||
[class]="'mw-row mw-row--' + r.myRole"
|
|
||||||
class="mw-row--clickable"
|
|
||||||
(click)="openDetail(r.voucherNo)"
|
|
||||||
[attr.aria-busy]="loadingDetailFor === r.voucherNo"
|
|
||||||
>
|
|
||||||
<td class="mw-vno">
|
|
||||||
{{ r.voucherNo }}
|
|
||||||
@if (loadingDetailFor === r.voucherNo) {
|
|
||||||
<mat-icon class="mw-vno__spinner" inline>hourglass_empty</mat-icon>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td>
|
<td>
|
||||||
<span class="mw-badge" [class]="'mw-badge--' + (r.side || 'JV')">{{ sideLabel(r.side) }}</span>
|
<span class="mw-badge" [class]="'mw-badge--' + (r.side || 'JV')">{{ sideLabel(r.side) }}</span>
|
||||||
</td>
|
</td>
|
||||||
@@ -183,7 +171,7 @@
|
|||||||
<span class="mw-acct">{{ r.creditAccount }}</span>
|
<span class="mw-acct">{{ r.creditAccount }}</span>
|
||||||
}
|
}
|
||||||
@if (r.extraLines > 0) {
|
@if (r.extraLines > 0) {
|
||||||
<span class="mw-more" title="Click the row to see every line">+{{ r.extraLines }} more</span>
|
<span class="mw-more">+{{ r.extraLines }} more</span>
|
||||||
}
|
}
|
||||||
</td>
|
</td>
|
||||||
<td class="num">₹{{ r.amount | number: '1.2-2' }}</td>
|
<td class="num">₹{{ r.amount | number: '1.2-2' }}</td>
|
||||||
|
|||||||
@@ -178,21 +178,6 @@
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
.mw-row--clickable {
|
|
||||||
cursor: pointer;
|
|
||||||
|
|
||||||
&:hover {
|
|
||||||
background: #f8fafc;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.mw-vno__spinner {
|
|
||||||
margin-left: 4px;
|
|
||||||
font-size: 14px;
|
|
||||||
vertical-align: middle;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* One section per part played. The heading carries the section's own count and total, so a maker's
|
/* One section per part played. The heading carries the section's own count and total, so a maker's
|
||||||
tally and a checker's are each readable without adding rows up. */
|
tally and a checker's are each readable without adding rows up. */
|
||||||
.mw-group {
|
.mw-group {
|
||||||
|
|||||||
@@ -10,10 +10,8 @@ import { Component, OnInit, inject } from '@angular/core';
|
|||||||
import { CommonModule } from '@angular/common';
|
import { CommonModule } from '@angular/common';
|
||||||
import { FormsModule } from '@angular/forms';
|
import { FormsModule } from '@angular/forms';
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
import { MatDialog, MatDialogModule } from '@angular/material/dialog';
|
import { catchError, of } from 'rxjs';
|
||||||
import { catchError, finalize, of } from 'rxjs';
|
|
||||||
import { CashierService } from '../cashier.service';
|
import { CashierService } from '../cashier.service';
|
||||||
import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component';
|
|
||||||
|
|
||||||
/** What the signed-in user's part in a voucher was. */
|
/** What the signed-in user's part in a voucher was. */
|
||||||
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
|
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
|
||||||
@@ -74,17 +72,11 @@ interface MyWorkReport {
|
|||||||
imports: [
|
imports: [
|
||||||
CommonModule,
|
CommonModule,
|
||||||
FormsModule,
|
FormsModule,
|
||||||
MatIconModule,
|
MatIconModule
|
||||||
MatDialogModule
|
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
export class MyWorkComponent implements OnInit {
|
export class MyWorkComponent implements OnInit {
|
||||||
private service = inject(CashierService);
|
private service = inject(CashierService);
|
||||||
private dialog = inject(MatDialog);
|
|
||||||
|
|
||||||
/** Which voucher's detail is currently being fetched, so the row that was clicked can show its
|
|
||||||
* own spinner instead of a page-wide one for what is a small, single-row lookup. */
|
|
||||||
loadingDetailFor: string | null = null;
|
|
||||||
|
|
||||||
/** Day is the working default; a month is what a close or an audit asks for. */
|
/** Day is the working default; a month is what a close or an audit asks for. */
|
||||||
period: 'DAY' | 'MONTH' = 'DAY';
|
period: 'DAY' | 'MONTH' = 'DAY';
|
||||||
@@ -331,31 +323,6 @@ export class MyWorkComponent implements OnInit {
|
|||||||
return { from: first, to: lastIso };
|
return { from: first, to: lastIso };
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Opens the full slip for one voucher — every debit and credit line, not just the first side of
|
|
||||||
* each a table row has room to show. */
|
|
||||||
openDetail(voucherNo: string): void {
|
|
||||||
if (this.loadingDetailFor) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.loadingDetailFor = voucherNo;
|
|
||||||
this.service
|
|
||||||
.voucherDetail(voucherNo)
|
|
||||||
.pipe(
|
|
||||||
catchError(() => of(null)),
|
|
||||||
finalize(() => (this.loadingDetailFor = null))
|
|
||||||
)
|
|
||||||
.subscribe((detail: any) => {
|
|
||||||
if (!detail) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.dialog.open(VoucherDetailDialogComponent, {
|
|
||||||
data: { detail },
|
|
||||||
width: '600px',
|
|
||||||
autoFocus: false
|
|
||||||
});
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
private todayIso(): string {
|
private todayIso(): string {
|
||||||
const d = new Date();
|
const d = new Date();
|
||||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
|
|||||||
@@ -1,320 +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 { CommonModule } from '@angular/common';
|
|
||||||
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
|
||||||
import { MatButtonModule } from '@angular/material/button';
|
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
|
||||||
|
|
||||||
export interface VoucherDetailDialogData {
|
|
||||||
/** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
|
|
||||||
* only renders, so one loading state lives in the row's own click handler rather than being
|
|
||||||
* duplicated inside every dialog that could ever show a voucher. */
|
|
||||||
detail: {
|
|
||||||
voucherNo: string;
|
|
||||||
voucherType: string | null;
|
|
||||||
amount: number | null;
|
|
||||||
branchName: string | null;
|
|
||||||
createdBy: string | null;
|
|
||||||
createdAt: string | null;
|
|
||||||
totalDebit: number;
|
|
||||||
totalCredit: number;
|
|
||||||
balanced: boolean;
|
|
||||||
lines: {
|
|
||||||
lineNo: number;
|
|
||||||
entryType: 'DR' | 'CR';
|
|
||||||
partyName: string | null;
|
|
||||||
accountNo: string | null;
|
|
||||||
amount: number;
|
|
||||||
description: string | null;
|
|
||||||
}[];
|
|
||||||
/** GL entries a native platform command posted for the same underlying event, outside this
|
|
||||||
* voucher entirely — a share redemption's Dr Share Capital / Cr Share Sundry pair, posted at
|
|
||||||
* manager approval, before this voucher's own Dr Sundry / Cr Cash at Vault settlement leg even
|
|
||||||
* exists. Empty for every voucher that already is the whole transaction on its own. */
|
|
||||||
relatedLines: {
|
|
||||||
stage: string;
|
|
||||||
entryType: 'DR' | 'CR';
|
|
||||||
partyName: string | null;
|
|
||||||
accountNo: string | null;
|
|
||||||
amount: number;
|
|
||||||
description: string | null;
|
|
||||||
}[];
|
|
||||||
};
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The full slip behind a summarised register row — every debit and credit line a voucher is
|
|
||||||
* made of, not just the first side of each that a table row has room for. */
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-voucher-detail-dialog',
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
CommonModule,
|
|
||||||
MatDialogModule,
|
|
||||||
MatButtonModule,
|
|
||||||
MatIconModule
|
|
||||||
],
|
|
||||||
template: `
|
|
||||||
<div class="vd-shell">
|
|
||||||
<div class="vd-header">
|
|
||||||
<div class="vd-header__title">
|
|
||||||
<mat-icon class="vd-icon">receipt_long</mat-icon>
|
|
||||||
<div>
|
|
||||||
<h2>{{ detail.voucherNo }}</h2>
|
|
||||||
<p>{{ detail.voucherType || 'Voucher' }} · {{ detail.branchName || 'Head Office' }}</p>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
<button mat-icon-button mat-dialog-close aria-label="Close">
|
|
||||||
<mat-icon>close</mat-icon>
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="vd-meta">
|
|
||||||
<span
|
|
||||||
>Raised by <strong>{{ detail.createdBy || '—' }}</strong></span
|
|
||||||
>
|
|
||||||
@if (detail.createdAt) {
|
|
||||||
<span>{{ detail.createdAt | date: 'dd MMM yyyy, h:mm a' }}</span>
|
|
||||||
}
|
|
||||||
@if (!detail.balanced) {
|
|
||||||
<span class="vd-unbalanced">
|
|
||||||
<mat-icon inline>warning</mat-icon>
|
|
||||||
Debit and credit do not balance
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<table class="vd-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Side</th>
|
|
||||||
<th>Party</th>
|
|
||||||
<th>Account No.</th>
|
|
||||||
<th class="num">Amount</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (line of detail.lines; track line.lineNo) {
|
|
||||||
<tr>
|
|
||||||
<td>
|
|
||||||
<span
|
|
||||||
class="vd-side"
|
|
||||||
[class.vd-side--dr]="line.entryType === 'DR'"
|
|
||||||
[class.vd-side--cr]="line.entryType === 'CR'"
|
|
||||||
>
|
|
||||||
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
|
||||||
</span>
|
|
||||||
</td>
|
|
||||||
<td>{{ line.partyName || '—' }}</td>
|
|
||||||
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
|
||||||
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
@if (line.description) {
|
|
||||||
<tr class="vd-desc-row">
|
|
||||||
<td></td>
|
|
||||||
<td colspan="3" class="vd-desc">{{ line.description }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
} @empty {
|
|
||||||
<tr>
|
|
||||||
<td colspan="4" class="vd-empty">This voucher's individual lines were not recorded.</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
@if (detail.lines.length > 0) {
|
|
||||||
<tfoot>
|
|
||||||
<tr>
|
|
||||||
<td colspan="3">Total</td>
|
|
||||||
<td class="num">
|
|
||||||
₹{{ detail.totalDebit | number: '1.2-2' }} / ₹{{ detail.totalCredit | number: '1.2-2' }}
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
</tfoot>
|
|
||||||
}
|
|
||||||
</table>
|
|
||||||
|
|
||||||
@if (detail.relatedLines.length > 0) {
|
|
||||||
<div class="vd-related">
|
|
||||||
<div class="vd-related__title">
|
|
||||||
<mat-icon inline>link</mat-icon>
|
|
||||||
Also posted for this transaction — not part of this voucher
|
|
||||||
</div>
|
|
||||||
<table class="vd-table vd-table--related">
|
|
||||||
<tbody>
|
|
||||||
@for (line of detail.relatedLines; track $index) {
|
|
||||||
<tr>
|
|
||||||
<td>
|
|
||||||
<span
|
|
||||||
class="vd-side"
|
|
||||||
[class.vd-side--dr]="line.entryType === 'DR'"
|
|
||||||
[class.vd-side--cr]="line.entryType === 'CR'"
|
|
||||||
>
|
|
||||||
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
|
||||||
</span>
|
|
||||||
</td>
|
|
||||||
<td>{{ line.partyName || '—' }}</td>
|
|
||||||
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
|
||||||
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
<p class="vd-related__hint">
|
|
||||||
{{ detail.relatedLines[0].stage }} — this and the lines above are the same transaction's full accounting.
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<div class="vd-actions">
|
|
||||||
<button mat-flat-button color="primary" mat-dialog-close>Close</button>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
`,
|
|
||||||
styles: [
|
|
||||||
`
|
|
||||||
.vd-shell {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 16px;
|
|
||||||
padding: 20px 24px 16px;
|
|
||||||
min-width: 420px;
|
|
||||||
max-width: 560px;
|
|
||||||
}
|
|
||||||
.vd-header {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
justify-content: space-between;
|
|
||||||
}
|
|
||||||
.vd-header__title {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 12px;
|
|
||||||
}
|
|
||||||
.vd-header__title h2 {
|
|
||||||
margin: 0;
|
|
||||||
font-size: 18px;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
.vd-header__title p {
|
|
||||||
margin: 2px 0 0;
|
|
||||||
font-size: 13px;
|
|
||||||
color: rgba(0, 0, 0, 0.6);
|
|
||||||
}
|
|
||||||
.vd-icon {
|
|
||||||
color: #1976d2;
|
|
||||||
}
|
|
||||||
.vd-meta {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 6px 16px;
|
|
||||||
font-size: 13px;
|
|
||||||
color: rgba(0, 0, 0, 0.65);
|
|
||||||
}
|
|
||||||
.vd-unbalanced {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 4px;
|
|
||||||
color: #b91c1c;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
.vd-table {
|
|
||||||
width: 100%;
|
|
||||||
border-collapse: collapse;
|
|
||||||
font-size: 13px;
|
|
||||||
}
|
|
||||||
.vd-table th {
|
|
||||||
text-align: left;
|
|
||||||
text-transform: uppercase;
|
|
||||||
font-size: 11px;
|
|
||||||
letter-spacing: 0.03em;
|
|
||||||
color: rgba(0, 0, 0, 0.5);
|
|
||||||
padding: 6px 8px;
|
|
||||||
border-bottom: 1px solid rgba(0, 0, 0, 0.1);
|
|
||||||
}
|
|
||||||
.vd-table td {
|
|
||||||
padding: 8px;
|
|
||||||
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
|
||||||
}
|
|
||||||
.vd-table .num {
|
|
||||||
text-align: right;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
.vd-acct {
|
|
||||||
color: rgba(0, 0, 0, 0.55);
|
|
||||||
}
|
|
||||||
.vd-side {
|
|
||||||
display: inline-block;
|
|
||||||
padding: 2px 8px;
|
|
||||||
border-radius: 4px;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
.vd-side--dr {
|
|
||||||
background: #fee2e2;
|
|
||||||
color: #b91c1c;
|
|
||||||
}
|
|
||||||
.vd-side--cr {
|
|
||||||
background: #dcfce7;
|
|
||||||
color: #15803d;
|
|
||||||
}
|
|
||||||
.vd-desc-row td {
|
|
||||||
padding-top: 0;
|
|
||||||
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
|
||||||
}
|
|
||||||
.vd-desc {
|
|
||||||
font-size: 12px;
|
|
||||||
color: rgba(0, 0, 0, 0.5);
|
|
||||||
font-style: italic;
|
|
||||||
}
|
|
||||||
.vd-empty {
|
|
||||||
text-align: center;
|
|
||||||
color: rgba(0, 0, 0, 0.5);
|
|
||||||
padding: 16px 8px;
|
|
||||||
}
|
|
||||||
.vd-table tfoot td {
|
|
||||||
font-weight: 600;
|
|
||||||
border-bottom: none;
|
|
||||||
border-top: 1px solid rgba(0, 0, 0, 0.1);
|
|
||||||
}
|
|
||||||
.vd-related {
|
|
||||||
border-top: 1px dashed rgba(0, 0, 0, 0.15);
|
|
||||||
padding-top: 12px;
|
|
||||||
}
|
|
||||||
.vd-related__title {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 6px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 600;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.03em;
|
|
||||||
color: #6d28d9;
|
|
||||||
margin-bottom: 8px;
|
|
||||||
}
|
|
||||||
.vd-table--related td {
|
|
||||||
background: #faf5ff;
|
|
||||||
}
|
|
||||||
.vd-related__hint {
|
|
||||||
margin: 6px 0 0;
|
|
||||||
font-size: 12px;
|
|
||||||
color: rgba(0, 0, 0, 0.5);
|
|
||||||
}
|
|
||||||
.vd-actions {
|
|
||||||
display: flex;
|
|
||||||
justify-content: flex-end;
|
|
||||||
}
|
|
||||||
`
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class VoucherDetailDialogComponent {
|
|
||||||
dialogRef = inject(MatDialogRef<VoucherDetailDialogComponent>);
|
|
||||||
private data = inject<VoucherDetailDialogData>(MAT_DIALOG_DATA);
|
|
||||||
|
|
||||||
detail = this.data.detail;
|
|
||||||
}
|
|
||||||
@@ -0,0 +1,375 @@
|
|||||||
|
<!--
|
||||||
|
Copyright since 2025 Mifos Initiative
|
||||||
|
|
||||||
|
This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
-->
|
||||||
|
|
||||||
|
<div class="pg">
|
||||||
|
<!-- ── HEADER ── -->
|
||||||
|
<header class="pg-head">
|
||||||
|
<div>
|
||||||
|
<div class="pg-eyebrow">CASHIER · SHARE COLLECTION</div>
|
||||||
|
<h1 class="pg-title">Share Collection</h1>
|
||||||
|
<p class="pg-sub">
|
||||||
|
Collect cash from member for share purchase — amounts are held in Sundry GL until the account is activated.
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
</header>
|
||||||
|
|
||||||
|
<!-- ── SEARCH BAR ── -->
|
||||||
|
@if (pageState !== 'success') {
|
||||||
|
<div class="sc-search-bar">
|
||||||
|
<div class="sc-search-bar__input-wrap">
|
||||||
|
<mat-icon class="sc-search-bar__icon">search</mat-icon>
|
||||||
|
<input
|
||||||
|
class="sc-search-bar__input"
|
||||||
|
type="text"
|
||||||
|
placeholder="Enter Share Account ID or Account No."
|
||||||
|
[(ngModel)]="accountInput"
|
||||||
|
(keyup.enter)="searchAccount()"
|
||||||
|
/>
|
||||||
|
</div>
|
||||||
|
<button
|
||||||
|
type="button"
|
||||||
|
class="pg-btn pg-btn--primary"
|
||||||
|
[disabled]="pageState === 'searching' || !accountInput.trim()"
|
||||||
|
(click)="searchAccount()"
|
||||||
|
>
|
||||||
|
<mat-icon>manage_search</mat-icon>
|
||||||
|
{{ pageState === 'searching' ? 'Searching…' : 'Search' }}
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- ── ERROR ── -->
|
||||||
|
@if (errorMsg) {
|
||||||
|
<div class="sc-alert sc-alert--error">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<span>{{ errorMsg }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- ── SEARCHING SPINNER ── -->
|
||||||
|
@if (pageState === 'searching') {
|
||||||
|
<div class="pg-empty">
|
||||||
|
<mat-icon class="sc-spin">hourglass_empty</mat-icon>
|
||||||
|
<p>Looking up account…</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- ── ACCOUNT LOADED ── -->
|
||||||
|
@if (pageState === 'loaded') {
|
||||||
|
<!-- Member Card -->
|
||||||
|
<div class="sc-member-card">
|
||||||
|
<div class="sc-member-card__avatar">
|
||||||
|
<mat-icon>person</mat-icon>
|
||||||
|
</div>
|
||||||
|
<div class="sc-member-card__info">
|
||||||
|
<div class="sc-member-card__name">{{ account.clientName }}</div>
|
||||||
|
<div class="sc-member-card__meta">
|
||||||
|
<span class="sc-badge sc-badge--account">{{ account.accountNo }}</span>
|
||||||
|
<span class="sc-badge sc-badge--product">{{ account.productName }}</span>
|
||||||
|
<span
|
||||||
|
class="sc-badge"
|
||||||
|
[class.sc-badge--pending]="account.status?.code?.includes('pending')"
|
||||||
|
[class.sc-badge--active]="account.status?.code?.includes('active')"
|
||||||
|
>{{ account.status?.value }}</span
|
||||||
|
>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Editable Shares + Price -->
|
||||||
|
<div class="sc-member-card__shares">
|
||||||
|
<div class="sc-shares-inputs">
|
||||||
|
<div class="sc-shares-field">
|
||||||
|
<label class="sc-shares-label">No. of Shares</label>
|
||||||
|
<input
|
||||||
|
class="sc-shares-input"
|
||||||
|
type="number"
|
||||||
|
min="0"
|
||||||
|
[(ngModel)]="requestedSharesInput"
|
||||||
|
(input)="recalc()"
|
||||||
|
placeholder="0"
|
||||||
|
/>
|
||||||
|
</div>
|
||||||
|
<div class="sc-shares-sep">×</div>
|
||||||
|
<div class="sc-shares-field">
|
||||||
|
<label class="sc-shares-label">Price / Share (₹)</label>
|
||||||
|
<input
|
||||||
|
class="sc-shares-input"
|
||||||
|
type="number"
|
||||||
|
min="0"
|
||||||
|
[(ngModel)]="pricePerShare"
|
||||||
|
(input)="recalc()"
|
||||||
|
placeholder="0.00"
|
||||||
|
/>
|
||||||
|
</div>
|
||||||
|
<div class="sc-shares-sep">=</div>
|
||||||
|
<div class="sc-shares-result">
|
||||||
|
<div class="sc-shares-label">Share Amount</div>
|
||||||
|
<div class="sc-shares-total">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Amount Breakdown + GL Preview -->
|
||||||
|
<div class="sc-split">
|
||||||
|
<!-- LEFT: Amount Breakdown -->
|
||||||
|
<div class="pg-card sc-breakdown">
|
||||||
|
<div class="sc-breakdown__header">
|
||||||
|
<mat-icon>receipt_long</mat-icon>
|
||||||
|
<span>Amount Breakdown</span>
|
||||||
|
</div>
|
||||||
|
<table class="pg-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Description</th>
|
||||||
|
<th class="num">Amount</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
Share Amount
|
||||||
|
<span class="sc-dim">
|
||||||
|
({{ requestedSharesInput }} shares × {{ currencySymbol }}{{ pricePerShare | number: '1.2-2' }})
|
||||||
|
</span>
|
||||||
|
</td>
|
||||||
|
<td class="num">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
@for (charge of charges; track charge.id) {
|
||||||
|
<tr>
|
||||||
|
<td>{{ charge.name }}</td>
|
||||||
|
<td class="num sc-charge-amount">
|
||||||
|
<input class="sc-charge-input" type="number" min="0" [(ngModel)]="charge.amount" (input)="recalc()" />
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
@if (charges.length === 0) {
|
||||||
|
<tr>
|
||||||
|
<td colspan="2">
|
||||||
|
<span class="sc-dim">No charges applicable</span>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
<tfoot>
|
||||||
|
<tr class="sc-total-row">
|
||||||
|
<td><strong>Total Payable</strong></td>
|
||||||
|
<td class="num sc-total-amount">
|
||||||
|
<strong>{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</strong>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
</tfoot>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- RIGHT: GL Preview -->
|
||||||
|
<div class="pg-card sc-gl-preview">
|
||||||
|
<div class="sc-breakdown__header">
|
||||||
|
<mat-icon>account_tree</mat-icon>
|
||||||
|
<span>GL Entries Preview</span>
|
||||||
|
</div>
|
||||||
|
<table class="pg-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Account</th>
|
||||||
|
<th>Dr / Cr</th>
|
||||||
|
<th class="num">Amount</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
<tr class="gl-row--dr">
|
||||||
|
<td class="gl-acname">Cash Vault GL</td>
|
||||||
|
<td><span class="sc-dr-badge">Dr</span></td>
|
||||||
|
<td class="num gl-amt--dr">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
<tr class="gl-row--cr">
|
||||||
|
<td class="gl-acname">Share Sundry GL</td>
|
||||||
|
<td><span class="sc-cr-badge">Cr</span></td>
|
||||||
|
<td class="num gl-amt--cr">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
@if (totalChargeAmount > 0) {
|
||||||
|
<tr class="gl-row--cr">
|
||||||
|
<td class="gl-acname">Charge Receivable GL</td>
|
||||||
|
<td><span class="sc-cr-badge">Cr</span></td>
|
||||||
|
<td class="num gl-amt--cr">{{ currencySymbol }}{{ totalChargeAmount | number: '1.2-2' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
<div class="sc-gl-note">
|
||||||
|
<mat-icon>info_outline</mat-icon>
|
||||||
|
Funds move to Share GL & Income GL when account is <strong>activated</strong>.
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- ── DENOMINATION (Cash Only) ── -->
|
||||||
|
@if (isCashPayment && allDenominations.length > 0) {
|
||||||
|
<div class="pg-card sc-denom">
|
||||||
|
<div class="sc-breakdown__header">
|
||||||
|
<mat-icon>payments</mat-icon>
|
||||||
|
<span>Denomination Entry</span>
|
||||||
|
@if (denominationTotal > 0) {
|
||||||
|
<span
|
||||||
|
class="sc-denom-badge"
|
||||||
|
[class.sc-denom-badge--match]="denomMatchesTotal"
|
||||||
|
[class.sc-denom-badge--mismatch]="!denomMatchesTotal"
|
||||||
|
>
|
||||||
|
₹{{ denominationTotal | number: '1.2-2' }}
|
||||||
|
{{ denomMatchesTotal ? '✓ Matches' : '≠ Mismatch' }}
|
||||||
|
</span>
|
||||||
|
}
|
||||||
|
@if (denominationTotal === 0) {
|
||||||
|
<span class="sc-denom-required">⚠ Required for Cash</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
<div class="sc-denom-body">
|
||||||
|
<table class="pg-table sc-denom-table">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th>Denomination</th>
|
||||||
|
<th class="num">Count</th>
|
||||||
|
<th class="num">Amount</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
@for (d of allDenominations; track d.id) {
|
||||||
|
<tr>
|
||||||
|
<td>
|
||||||
|
<span class="sc-denom-chip" [class.sc-denom-chip--coin]="d.kind === 'coin'">{{ d.label }}</span>
|
||||||
|
</td>
|
||||||
|
<td class="num">
|
||||||
|
<div class="sc-denom-stepper">
|
||||||
|
<button type="button" (click)="bumpDenom(d, -1)" [disabled]="countFor(d) === 0">−</button>
|
||||||
|
<input
|
||||||
|
type="number"
|
||||||
|
min="0"
|
||||||
|
[value]="countFor(d) || ''"
|
||||||
|
placeholder="0"
|
||||||
|
(input)="onDenomChange(d, $any($event.target).value)"
|
||||||
|
/>
|
||||||
|
<button type="button" (click)="bumpDenom(d, 1)">+</button>
|
||||||
|
</div>
|
||||||
|
</td>
|
||||||
|
<td class="num">{{ subtotalFor(d) > 0 ? (subtotalFor(d) | number: '1.2-2') : '—' }}</td>
|
||||||
|
</tr>
|
||||||
|
}
|
||||||
|
</tbody>
|
||||||
|
<tfoot>
|
||||||
|
<tr>
|
||||||
|
<td><strong>Total</strong></td>
|
||||||
|
<td></td>
|
||||||
|
<td class="num">
|
||||||
|
<strong>₹{{ denominationTotal | number: '1.2-2' }}</strong>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
</tfoot>
|
||||||
|
</table>
|
||||||
|
@if (!denomMatchesTotal && denominationTotal > 0) {
|
||||||
|
<div class="sc-denom-mismatch">
|
||||||
|
<mat-icon>warning</mat-icon>
|
||||||
|
Denomination ₹{{ denominationTotal | number: '1.2-2' }} must equal Total Payable ₹{{
|
||||||
|
totalAmount | number: '1.2-2'
|
||||||
|
}}.
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (denominationTotal > 0) {
|
||||||
|
<div class="sc-denom-actions">
|
||||||
|
<button type="button" class="pg-btn pg-btn--ghost" (click)="clearDenominations()">
|
||||||
|
<mat-icon>clear</mat-icon> Clear
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- Transaction Details -->
|
||||||
|
<div class="pg-toolbar pg-toolbar--mat">
|
||||||
|
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||||
|
<mat-label>Transaction Date *</mat-label>
|
||||||
|
<input matInput type="date" [(ngModel)]="transactionDate" />
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||||
|
<mat-label>Payment Mode</mat-label>
|
||||||
|
<mat-select [(ngModel)]="paymentTypeId">
|
||||||
|
<mat-option [value]="null">— Cash (Default) —</mat-option>
|
||||||
|
@for (pt of paymentTypes; track pt.id) {
|
||||||
|
<mat-option [value]="pt.id">{{ pt.name }}</mat-option>
|
||||||
|
}
|
||||||
|
</mat-select>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
|
||||||
|
<mat-label>Note (Optional)</mat-label>
|
||||||
|
<input matInput type="text" [(ngModel)]="note" placeholder="e.g. Share purchase for 100 shares" />
|
||||||
|
</mat-form-field>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- Footer Submit Bar -->
|
||||||
|
<div class="pg-total-bar sc-footer">
|
||||||
|
<div class="sc-footer__summary">
|
||||||
|
<span class="sc-footer__label">Total to Collect</span>
|
||||||
|
<span class="sc-footer__amount">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
<div class="sc-footer__actions">
|
||||||
|
<button type="button" class="pg-btn pg-btn--ghost" (click)="reset()"><mat-icon>close</mat-icon> Cancel</button>
|
||||||
|
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!isValid || saving" (click)="submit()">
|
||||||
|
<mat-icon>payments</mat-icon>
|
||||||
|
{{ saving ? 'Posting…' : 'Collect & Post' }}
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- ── SUCCESS ── -->
|
||||||
|
@if (pageState === 'success' && collectionResult) {
|
||||||
|
<div class="sc-success">
|
||||||
|
<div class="sc-success__icon-wrap">
|
||||||
|
<mat-icon>check_circle</mat-icon>
|
||||||
|
</div>
|
||||||
|
<h2 class="sc-success__title">Collection Posted Successfully</h2>
|
||||||
|
<p class="sc-success__sub">
|
||||||
|
Cash of
|
||||||
|
<strong>{{ collectionResult.currencyCode }} {{ collectionResult.totalAmount | number: '1.2-2' }}</strong>
|
||||||
|
collected from <strong>{{ collectionResult.clientName }}</strong> on
|
||||||
|
<strong>{{ collectionResult.collectionDate }}</strong> by <strong>{{ collectionResult.collectedBy }}</strong
|
||||||
|
>.
|
||||||
|
</p>
|
||||||
|
|
||||||
|
<!-- Transaction reference -->
|
||||||
|
<div class="sc-success__ref">
|
||||||
|
<span class="sc-success__ref-label">Transaction ID</span>
|
||||||
|
<span class="sc-success__ref-val">{{ collectionResult.transactionId }}</span>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<!-- GL entries from backend -->
|
||||||
|
<div class="sc-success__gl">
|
||||||
|
@for (entry of collectionResult.glEntries; track entry.account) {
|
||||||
|
<div
|
||||||
|
class="sc-success__gl-row"
|
||||||
|
[class.sc-success__gl-row--dr]="entry.type === 'Dr'"
|
||||||
|
[class.sc-success__gl-row--cr]="entry.type === 'Cr'"
|
||||||
|
>
|
||||||
|
<span>{{ entry.type }}. {{ entry.account }}</span>
|
||||||
|
<span>{{ entry.currency }} {{ entry.amount | number: '1.2-2' }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<p class="sc-success__note">
|
||||||
|
Funds are held in Sundry GL. They will move to Share Equity GL when the account is activated.
|
||||||
|
</p>
|
||||||
|
|
||||||
|
<button type="button" class="pg-btn pg-btn--primary" (click)="reset()">
|
||||||
|
<mat-icon>add</mat-icon> New Collection
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
@@ -0,0 +1,701 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
// ── Search Bar ───────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-search-bar {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 12px;
|
||||||
|
padding: 10px 14px;
|
||||||
|
|
||||||
|
&__input-wrap {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 8px;
|
||||||
|
flex: 1 1 auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__icon {
|
||||||
|
color: #94a3b8;
|
||||||
|
font-size: 20px;
|
||||||
|
width: 20px;
|
||||||
|
height: 20px;
|
||||||
|
flex-shrink: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__input {
|
||||||
|
flex: 1 1 auto;
|
||||||
|
border: none;
|
||||||
|
outline: none;
|
||||||
|
font-size: 14px;
|
||||||
|
font-family: inherit;
|
||||||
|
color: #0d1b2a;
|
||||||
|
background: transparent;
|
||||||
|
|
||||||
|
&::placeholder {
|
||||||
|
color: #94a3b8;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Alert ────────────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-alert {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
border-radius: 10px;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 500;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
font-size: 20px;
|
||||||
|
width: 20px;
|
||||||
|
height: 20px;
|
||||||
|
flex-shrink: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--error {
|
||||||
|
background: #fef2f2;
|
||||||
|
border: 1px solid #fecaca;
|
||||||
|
color: #dc2626;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Spinner ──────────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-spin {
|
||||||
|
animation: sc-spin 1.2s linear infinite;
|
||||||
|
display: block;
|
||||||
|
margin: 0 auto 8px;
|
||||||
|
font-size: 32px !important;
|
||||||
|
width: 32px !important;
|
||||||
|
height: 32px !important;
|
||||||
|
color: #94a3b8;
|
||||||
|
}
|
||||||
|
|
||||||
|
@keyframes sc-spin {
|
||||||
|
from {
|
||||||
|
transform: rotate(0deg);
|
||||||
|
}
|
||||||
|
|
||||||
|
to {
|
||||||
|
transform: rotate(360deg);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Member Card ──────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-member-card {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 16px;
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 12px;
|
||||||
|
padding: 16px 20px;
|
||||||
|
|
||||||
|
&__avatar {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
justify-content: center;
|
||||||
|
width: 48px;
|
||||||
|
height: 48px;
|
||||||
|
border-radius: 50%;
|
||||||
|
background: #eff6ff;
|
||||||
|
flex-shrink: 0;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
color: #2563eb;
|
||||||
|
font-size: 24px;
|
||||||
|
width: 24px;
|
||||||
|
height: 24px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
&__info {
|
||||||
|
flex: 1 1 auto;
|
||||||
|
min-width: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__name {
|
||||||
|
font-size: 16px;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #1e293b;
|
||||||
|
margin-bottom: 6px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__meta {
|
||||||
|
display: flex;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
gap: 6px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__shares {
|
||||||
|
flex-shrink: 0;
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Badges ───────────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-badge {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
height: 22px;
|
||||||
|
padding: 0 8px;
|
||||||
|
border-radius: 5px;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 700;
|
||||||
|
background: #f1f5f9;
|
||||||
|
color: #475569;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
|
||||||
|
&--account {
|
||||||
|
background: #eff6ff;
|
||||||
|
color: #1d4ed8;
|
||||||
|
border-color: #bfdbfe;
|
||||||
|
font-family: 'Roboto Mono', monospace;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--product {
|
||||||
|
background: #f0fdf4;
|
||||||
|
color: #15803d;
|
||||||
|
border-color: #bbf7d0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--pending {
|
||||||
|
background: #fffbeb;
|
||||||
|
color: #d97706;
|
||||||
|
border-color: #fde68a;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--active {
|
||||||
|
background: #f0fdf4;
|
||||||
|
color: #15803d;
|
||||||
|
border-color: #bbf7d0;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Editable Share Inputs ────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-shares-inputs {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
flex-wrap: wrap;
|
||||||
|
justify-content: flex-end;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-shares-field {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 3px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-shares-label {
|
||||||
|
font-size: 10px;
|
||||||
|
font-weight: 700;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.07em;
|
||||||
|
color: #94a3b8;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-shares-input {
|
||||||
|
width: 110px;
|
||||||
|
height: 38px;
|
||||||
|
border: 1.5px solid #e2e8f0;
|
||||||
|
border-radius: 8px;
|
||||||
|
padding: 0 10px;
|
||||||
|
font-size: 14px;
|
||||||
|
font-weight: 700;
|
||||||
|
font-family: inherit;
|
||||||
|
color: #1353a0;
|
||||||
|
text-align: right;
|
||||||
|
outline: none;
|
||||||
|
background: #f8fafc;
|
||||||
|
transition: border-color 0.15s;
|
||||||
|
|
||||||
|
&:focus {
|
||||||
|
border-color: #1353a0;
|
||||||
|
background: #fff;
|
||||||
|
}
|
||||||
|
|
||||||
|
&::-webkit-outer-spin-button,
|
||||||
|
&::-webkit-inner-spin-button {
|
||||||
|
appearance: none;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-shares-sep {
|
||||||
|
font-size: 20px;
|
||||||
|
font-weight: 300;
|
||||||
|
color: #94a3b8;
|
||||||
|
padding-top: 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-shares-result {
|
||||||
|
text-align: right;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-shares-total {
|
||||||
|
font-size: 20px;
|
||||||
|
font-weight: 800;
|
||||||
|
color: #0f4f3c;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Editable Charge Amount ───────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-charge-amount {
|
||||||
|
padding: 4px 14px !important;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-charge-input {
|
||||||
|
width: 100px;
|
||||||
|
height: 32px;
|
||||||
|
border: 1.5px solid #e2e8f0;
|
||||||
|
border-radius: 6px;
|
||||||
|
padding: 0 8px;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 700;
|
||||||
|
font-family: inherit;
|
||||||
|
color: #1353a0;
|
||||||
|
text-align: right;
|
||||||
|
outline: none;
|
||||||
|
background: #f8fafc;
|
||||||
|
transition: border-color 0.15s;
|
||||||
|
|
||||||
|
&:focus {
|
||||||
|
border-color: #1353a0;
|
||||||
|
background: #fff;
|
||||||
|
}
|
||||||
|
|
||||||
|
&::-webkit-outer-spin-button,
|
||||||
|
&::-webkit-inner-spin-button {
|
||||||
|
appearance: none;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Split Layout ─────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-split {
|
||||||
|
display: grid;
|
||||||
|
grid-template-columns: 1fr 1fr;
|
||||||
|
gap: 16px;
|
||||||
|
|
||||||
|
@media (width <= 900px) {
|
||||||
|
grid-template-columns: 1fr;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Breakdown Card ───────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-breakdown {
|
||||||
|
&__header {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 8px;
|
||||||
|
padding: 12px 16px;
|
||||||
|
background: #f8fafc;
|
||||||
|
border-bottom: 1px solid #e2e8f0;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #334155;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
font-size: 18px;
|
||||||
|
width: 18px;
|
||||||
|
height: 18px;
|
||||||
|
color: #0f4f3c;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-gl-preview {
|
||||||
|
.sc-breakdown__header {
|
||||||
|
mat-icon {
|
||||||
|
color: #1d4ed8;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-gl-note {
|
||||||
|
display: flex;
|
||||||
|
align-items: flex-start;
|
||||||
|
gap: 6px;
|
||||||
|
padding: 10px 14px;
|
||||||
|
font-size: 12px;
|
||||||
|
color: #64748b;
|
||||||
|
background: #f8fafc;
|
||||||
|
border-top: 1px solid #e2e8f0;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
font-size: 16px;
|
||||||
|
width: 16px;
|
||||||
|
height: 16px;
|
||||||
|
flex-shrink: 0;
|
||||||
|
margin-top: 1px;
|
||||||
|
color: #94a3b8;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Table helpers ────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-dim {
|
||||||
|
color: #94a3b8;
|
||||||
|
font-size: 12px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-total-row td {
|
||||||
|
background: #f8fafc;
|
||||||
|
border-top: 2px solid #e2e8f0;
|
||||||
|
font-size: 14px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-total-amount {
|
||||||
|
color: #0f4f3c;
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Dr / Cr badges ───────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-dr-badge,
|
||||||
|
.sc-cr-badge {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
justify-content: center;
|
||||||
|
width: 32px;
|
||||||
|
height: 20px;
|
||||||
|
border-radius: 4px;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 800;
|
||||||
|
letter-spacing: 0.04em;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-dr-badge {
|
||||||
|
background: #fef2f2;
|
||||||
|
color: #dc2626;
|
||||||
|
border: 1px solid #fecaca;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-cr-badge {
|
||||||
|
background: #f0fdf4;
|
||||||
|
color: #15803d;
|
||||||
|
border: 1px solid #bbf7d0;
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Footer ───────────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-footer {
|
||||||
|
justify-content: space-between !important;
|
||||||
|
|
||||||
|
&__summary {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 2px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__label {
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 700;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.07em;
|
||||||
|
color: #64748b;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__amount {
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 800;
|
||||||
|
color: #0f4f3c;
|
||||||
|
font-variant-numeric: tabular-nums;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__actions {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Denomination Panel ────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-denom {
|
||||||
|
padding: 0;
|
||||||
|
overflow: hidden;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-denom-body {
|
||||||
|
padding: 14px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-denom-table {
|
||||||
|
width: 100%;
|
||||||
|
|
||||||
|
th,
|
||||||
|
td {
|
||||||
|
padding: 7px 10px;
|
||||||
|
font-size: 13px;
|
||||||
|
}
|
||||||
|
|
||||||
|
tfoot td {
|
||||||
|
border-top: 2px solid #e2e8f0;
|
||||||
|
background: #f8fafc;
|
||||||
|
font-size: 14px;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-denom-chip {
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
height: 24px;
|
||||||
|
padding: 0 10px;
|
||||||
|
border-radius: 5px;
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 700;
|
||||||
|
background: #eff6ff;
|
||||||
|
color: #1d4ed8;
|
||||||
|
border: 1px solid #bfdbfe;
|
||||||
|
|
||||||
|
&--coin {
|
||||||
|
background: #fffbeb;
|
||||||
|
color: #d97706;
|
||||||
|
border-color: #fde68a;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-denom-stepper {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 4px;
|
||||||
|
justify-content: flex-end;
|
||||||
|
|
||||||
|
button {
|
||||||
|
width: 26px;
|
||||||
|
height: 26px;
|
||||||
|
border: 1.5px solid #e2e8f0;
|
||||||
|
border-radius: 5px;
|
||||||
|
background: #f8fafc;
|
||||||
|
color: #475569;
|
||||||
|
font-size: 16px;
|
||||||
|
line-height: 1;
|
||||||
|
cursor: pointer;
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
justify-content: center;
|
||||||
|
padding: 0;
|
||||||
|
|
||||||
|
&:hover:not(:disabled) {
|
||||||
|
background: #e0f2fe;
|
||||||
|
border-color: #7dd3fc;
|
||||||
|
color: #0369a1;
|
||||||
|
}
|
||||||
|
|
||||||
|
&:disabled {
|
||||||
|
opacity: 0.35;
|
||||||
|
cursor: not-allowed;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
input {
|
||||||
|
width: 62px;
|
||||||
|
height: 28px;
|
||||||
|
border: 1.5px solid #e2e8f0;
|
||||||
|
border-radius: 6px;
|
||||||
|
padding: 0 6px;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 600;
|
||||||
|
font-family: inherit;
|
||||||
|
text-align: right;
|
||||||
|
outline: none;
|
||||||
|
background: #fff;
|
||||||
|
|
||||||
|
&:focus {
|
||||||
|
border-color: #1353a0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&::-webkit-outer-spin-button,
|
||||||
|
&::-webkit-inner-spin-button {
|
||||||
|
appearance: none;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-denom-badge {
|
||||||
|
margin-left: auto;
|
||||||
|
display: inline-flex;
|
||||||
|
align-items: center;
|
||||||
|
height: 22px;
|
||||||
|
padding: 0 10px;
|
||||||
|
border-radius: 5px;
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 700;
|
||||||
|
|
||||||
|
&--match {
|
||||||
|
background: #f0fdf4;
|
||||||
|
color: #15803d;
|
||||||
|
border: 1px solid #bbf7d0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--mismatch {
|
||||||
|
background: #fef2f2;
|
||||||
|
color: #dc2626;
|
||||||
|
border: 1px solid #fecaca;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-denom-required {
|
||||||
|
margin-left: auto;
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #d97706;
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-denom-mismatch {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 6px;
|
||||||
|
margin-top: 10px;
|
||||||
|
padding: 9px 12px;
|
||||||
|
background: #fef2f2;
|
||||||
|
border: 1px solid #fecaca;
|
||||||
|
border-radius: 8px;
|
||||||
|
font-size: 12px;
|
||||||
|
font-weight: 600;
|
||||||
|
color: #dc2626;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
font-size: 16px;
|
||||||
|
width: 16px;
|
||||||
|
height: 16px;
|
||||||
|
flex-shrink: 0;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
.sc-denom-actions {
|
||||||
|
display: flex;
|
||||||
|
justify-content: flex-end;
|
||||||
|
margin-top: 10px;
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Success ──────────────────────────────────────────────────────────────────
|
||||||
|
|
||||||
|
.sc-success {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
align-items: center;
|
||||||
|
text-align: center;
|
||||||
|
padding: 40px 24px;
|
||||||
|
gap: 16px;
|
||||||
|
background: #fff;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 16px;
|
||||||
|
|
||||||
|
&__icon-wrap {
|
||||||
|
width: 72px;
|
||||||
|
height: 72px;
|
||||||
|
border-radius: 50%;
|
||||||
|
background: #f0fdf4;
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
justify-content: center;
|
||||||
|
|
||||||
|
mat-icon {
|
||||||
|
font-size: 40px;
|
||||||
|
width: 40px;
|
||||||
|
height: 40px;
|
||||||
|
color: #16a34a;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
&__title {
|
||||||
|
font-size: 22px;
|
||||||
|
font-weight: 700;
|
||||||
|
color: #1e293b;
|
||||||
|
margin: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__sub {
|
||||||
|
font-size: 14px;
|
||||||
|
color: #64748b;
|
||||||
|
max-width: 480px;
|
||||||
|
margin: 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__ref {
|
||||||
|
display: flex;
|
||||||
|
align-items: center;
|
||||||
|
gap: 10px;
|
||||||
|
background: #f1f5f9;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 8px;
|
||||||
|
padding: 8px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__ref-label {
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 700;
|
||||||
|
text-transform: uppercase;
|
||||||
|
letter-spacing: 0.07em;
|
||||||
|
color: #94a3b8;
|
||||||
|
white-space: nowrap;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__ref-val {
|
||||||
|
font-family: 'Roboto Mono', 'Courier New', monospace;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 600;
|
||||||
|
color: #1353a0;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__note {
|
||||||
|
font-size: 12px;
|
||||||
|
color: #94a3b8;
|
||||||
|
max-width: 420px;
|
||||||
|
margin: 0;
|
||||||
|
text-align: center;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__gl {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
gap: 6px;
|
||||||
|
width: 100%;
|
||||||
|
max-width: 400px;
|
||||||
|
background: #f8fafc;
|
||||||
|
border: 1px solid #e2e8f0;
|
||||||
|
border-radius: 10px;
|
||||||
|
padding: 14px 16px;
|
||||||
|
}
|
||||||
|
|
||||||
|
&__gl-row {
|
||||||
|
display: flex;
|
||||||
|
justify-content: space-between;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 600;
|
||||||
|
padding: 4px 0;
|
||||||
|
border-bottom: 1px dotted #e2e8f0;
|
||||||
|
|
||||||
|
&:last-child {
|
||||||
|
border-bottom: none;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--dr {
|
||||||
|
color: #dc2626;
|
||||||
|
}
|
||||||
|
|
||||||
|
&--cr {
|
||||||
|
color: #15803d;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -0,0 +1,282 @@
|
|||||||
|
/**
|
||||||
|
* Copyright since 2025 Mifos Initiative
|
||||||
|
*
|
||||||
|
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||||
|
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||||
|
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||||
|
*/
|
||||||
|
|
||||||
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
|
import { CommonModule } from '@angular/common';
|
||||||
|
import { FormsModule } from '@angular/forms';
|
||||||
|
import { RouterModule } from '@angular/router';
|
||||||
|
import { MatIconModule } from '@angular/material/icon';
|
||||||
|
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||||
|
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||||
|
import { MatSelectModule } from '@angular/material/select';
|
||||||
|
import { MatInputModule } from '@angular/material/input';
|
||||||
|
import { catchError } from 'rxjs/operators';
|
||||||
|
import { of } from 'rxjs';
|
||||||
|
import { CashierService } from '../cashier.service';
|
||||||
|
|
||||||
|
type PageState = 'idle' | 'searching' | 'loaded' | 'submitting' | 'success';
|
||||||
|
|
||||||
|
interface Denomination {
|
||||||
|
id: number;
|
||||||
|
value: number;
|
||||||
|
kind: 'note' | 'coin';
|
||||||
|
label: string;
|
||||||
|
}
|
||||||
|
|
||||||
|
interface ShareCharge {
|
||||||
|
id: number;
|
||||||
|
name: string;
|
||||||
|
amount: number;
|
||||||
|
currencySymbol: string;
|
||||||
|
}
|
||||||
|
|
||||||
|
@Component({
|
||||||
|
selector: 'mifosx-share-collection',
|
||||||
|
templateUrl: './share-collection.component.html',
|
||||||
|
styleUrls: [
|
||||||
|
'../cashier-shared.scss',
|
||||||
|
'./share-collection.component.scss'
|
||||||
|
],
|
||||||
|
standalone: true,
|
||||||
|
imports: [
|
||||||
|
CommonModule,
|
||||||
|
FormsModule,
|
||||||
|
RouterModule,
|
||||||
|
MatIconModule,
|
||||||
|
MatSnackBarModule,
|
||||||
|
MatFormFieldModule,
|
||||||
|
MatSelectModule,
|
||||||
|
MatInputModule
|
||||||
|
]
|
||||||
|
})
|
||||||
|
export class ShareCollectionComponent implements OnInit {
|
||||||
|
private service = inject(CashierService);
|
||||||
|
private snackBar = inject(MatSnackBar);
|
||||||
|
|
||||||
|
pageState: PageState = 'idle';
|
||||||
|
accountInput = '';
|
||||||
|
transactionDate = '';
|
||||||
|
paymentTypeId: number | null = null;
|
||||||
|
paymentTypes: any[] = [];
|
||||||
|
note = '';
|
||||||
|
errorMsg = '';
|
||||||
|
saving = false;
|
||||||
|
|
||||||
|
account: any = null;
|
||||||
|
charges: ShareCharge[] = [];
|
||||||
|
collectionResult: any = null; // filled after successful POST
|
||||||
|
|
||||||
|
// Editable fields — cashier can override if API returns 0
|
||||||
|
requestedSharesInput = 0;
|
||||||
|
pricePerShare = 0;
|
||||||
|
|
||||||
|
// ── Denomination ────────────────────────────────────────────────────────────
|
||||||
|
notes: Denomination[] = [];
|
||||||
|
coins: Denomination[] = [];
|
||||||
|
denominationCounts: Record<string, number> = {};
|
||||||
|
|
||||||
|
get shareAmount(): number {
|
||||||
|
return this.requestedSharesInput * this.pricePerShare;
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalChargeAmount(): number {
|
||||||
|
return this.charges.reduce((s, c) => s + c.amount, 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get totalAmount(): number {
|
||||||
|
return this.shareAmount + this.totalChargeAmount;
|
||||||
|
}
|
||||||
|
|
||||||
|
get currencySymbol(): string {
|
||||||
|
return this.account?.currency?.displaySymbol ?? '₹';
|
||||||
|
}
|
||||||
|
|
||||||
|
get isCashPayment(): boolean {
|
||||||
|
if (this.paymentTypeId === null) return true;
|
||||||
|
const pt = this.paymentTypes.find((p: any) => p.id === this.paymentTypeId);
|
||||||
|
return !!pt?.isCashPayment;
|
||||||
|
}
|
||||||
|
|
||||||
|
get allDenominations(): Denomination[] {
|
||||||
|
const desc = (a: Denomination, b: Denomination) => b.value - a.value;
|
||||||
|
return [
|
||||||
|
...[...this.notes].sort(desc),
|
||||||
|
...[...this.coins].sort(desc)
|
||||||
|
];
|
||||||
|
}
|
||||||
|
|
||||||
|
get denominationTotal(): number {
|
||||||
|
return this.allDenominations.reduce((s, d) => s + this.subtotalFor(d), 0);
|
||||||
|
}
|
||||||
|
|
||||||
|
get denomMatchesTotal(): boolean {
|
||||||
|
return this.denominationTotal === this.totalAmount;
|
||||||
|
}
|
||||||
|
|
||||||
|
get isValid(): boolean {
|
||||||
|
if (!this.account || this.totalAmount <= 0 || !this.transactionDate) return false;
|
||||||
|
if (this.isCashPayment && this.allDenominations.length > 0) {
|
||||||
|
return this.denomMatchesTotal;
|
||||||
|
}
|
||||||
|
return true;
|
||||||
|
}
|
||||||
|
|
||||||
|
ngOnInit(): void {
|
||||||
|
const d = new Date();
|
||||||
|
this.transactionDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||||
|
this.service
|
||||||
|
.getPaymentTypes()
|
||||||
|
.pipe(catchError(() => of([])))
|
||||||
|
.subscribe((types: any[]) => (this.paymentTypes = types || []));
|
||||||
|
this.loadDenominations();
|
||||||
|
}
|
||||||
|
|
||||||
|
private loadDenominations(): void {
|
||||||
|
this.service
|
||||||
|
.getActiveDenominations()
|
||||||
|
.pipe(catchError(() => of([])))
|
||||||
|
.subscribe((list: any[]) => {
|
||||||
|
const rows: Denomination[] = (list || []).map((d: any) => ({
|
||||||
|
id: d.id,
|
||||||
|
value: d.denomination ?? d.value,
|
||||||
|
kind: d.type === 'coin' ? 'coin' : 'note',
|
||||||
|
label: '₹' + (d.denomination ?? d.value)
|
||||||
|
}));
|
||||||
|
const order = (a: Denomination, b: Denomination) => b.value - a.value;
|
||||||
|
this.notes = rows.filter((r) => r.kind === 'note').sort(order);
|
||||||
|
this.coins = rows.filter((r) => r.kind === 'coin').sort(order);
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
// ── Denomination helpers ──────────────────────────────────────────────────
|
||||||
|
|
||||||
|
denomKey(d: Denomination): string {
|
||||||
|
return `${d.kind}:${d.value}`;
|
||||||
|
}
|
||||||
|
|
||||||
|
countFor(d: Denomination): number {
|
||||||
|
return this.denominationCounts[this.denomKey(d)] || 0;
|
||||||
|
}
|
||||||
|
|
||||||
|
subtotalFor(d: Denomination): number {
|
||||||
|
return this.countFor(d) * d.value;
|
||||||
|
}
|
||||||
|
|
||||||
|
onDenomChange(d: Denomination, raw: any): void {
|
||||||
|
this.denominationCounts[this.denomKey(d)] = Math.max(0, Math.floor(Number(raw) || 0));
|
||||||
|
}
|
||||||
|
|
||||||
|
bumpDenom(d: Denomination, delta: number): void {
|
||||||
|
this.denominationCounts[this.denomKey(d)] = Math.max(0, this.countFor(d) + delta);
|
||||||
|
}
|
||||||
|
|
||||||
|
clearDenominations(): void {
|
||||||
|
this.denominationCounts = {};
|
||||||
|
}
|
||||||
|
|
||||||
|
searchAccount(): void {
|
||||||
|
const query = this.accountInput.trim();
|
||||||
|
if (!query) return;
|
||||||
|
this.pageState = 'searching';
|
||||||
|
this.account = null;
|
||||||
|
this.charges = [];
|
||||||
|
this.errorMsg = '';
|
||||||
|
|
||||||
|
this.service
|
||||||
|
.getShareAccountForCollection(query)
|
||||||
|
.pipe(
|
||||||
|
catchError((err) => {
|
||||||
|
this.errorMsg =
|
||||||
|
err?.error?.errors?.[0]?.defaultUserMessage ||
|
||||||
|
err?.error?.developerMessage ||
|
||||||
|
'Account not found. Please check the account ID and try again.';
|
||||||
|
this.pageState = 'idle';
|
||||||
|
return of(null);
|
||||||
|
})
|
||||||
|
)
|
||||||
|
.subscribe((acc: any) => {
|
||||||
|
if (!acc) return;
|
||||||
|
this.account = acc;
|
||||||
|
|
||||||
|
// Auto-detect shares from summary or first pending purchasedShares entry
|
||||||
|
const pendingTx = (acc.purchasedShares || []).find(
|
||||||
|
(t: any) =>
|
||||||
|
t.status?.code === 'purchasedSharesStatusType.applied' && t.type?.code === 'purchasedSharesType.purchased'
|
||||||
|
);
|
||||||
|
this.requestedSharesInput = Number(
|
||||||
|
acc.summary?.totalPendingForApprovalShares || pendingTx?.numberOfShares || acc.requestedShares || 0
|
||||||
|
);
|
||||||
|
this.pricePerShare = Number(pendingTx?.purchasedPrice || acc.currentMarketPrice || acc.unitPrice || 0);
|
||||||
|
|
||||||
|
// Show ALL charges on the account — no type filtering
|
||||||
|
this.charges = (acc.charges || []).map((c: any) => ({
|
||||||
|
id: c.chargeId ?? c.id,
|
||||||
|
name: c.name,
|
||||||
|
amount: Number(c.amount ?? c.amountOutstanding ?? 0),
|
||||||
|
currencySymbol: c.currency?.displaySymbol ?? '₹'
|
||||||
|
}));
|
||||||
|
|
||||||
|
this.pageState = 'loaded';
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
recalc(): void {
|
||||||
|
// triggered by input changes — nothing extra needed, getters auto-recalculate
|
||||||
|
}
|
||||||
|
|
||||||
|
submit(): void {
|
||||||
|
if (!this.isValid || this.saving) return;
|
||||||
|
this.saving = true;
|
||||||
|
const payload = {
|
||||||
|
shareAccountId: this.account.id,
|
||||||
|
accountNo: this.account.accountNo,
|
||||||
|
clientName: this.account.clientName,
|
||||||
|
transactionDate: this.transactionDate,
|
||||||
|
requestedShares: this.requestedSharesInput,
|
||||||
|
pricePerShare: this.pricePerShare,
|
||||||
|
shareAmount: this.shareAmount,
|
||||||
|
chargeAmount: this.totalChargeAmount,
|
||||||
|
totalAmount: this.totalAmount,
|
||||||
|
paymentTypeId: this.paymentTypeId || null,
|
||||||
|
note: this.note || null
|
||||||
|
};
|
||||||
|
|
||||||
|
this.service.collectSharePayment(payload).subscribe({
|
||||||
|
next: (result: any) => {
|
||||||
|
this.collectionResult = result;
|
||||||
|
this.snackBar.open('Share collection posted successfully.', 'Close', { duration: 3000 });
|
||||||
|
this.pageState = 'success';
|
||||||
|
this.saving = false;
|
||||||
|
},
|
||||||
|
error: (err: any) => {
|
||||||
|
const msg =
|
||||||
|
err?.error?.errors?.[0]?.defaultUserMessage ||
|
||||||
|
err?.error?.developerMessage ||
|
||||||
|
err?.error?.defaultUserMessage ||
|
||||||
|
'Collection failed. Please try again.';
|
||||||
|
this.snackBar.open(msg, 'Close', { duration: 8000 });
|
||||||
|
this.saving = false;
|
||||||
|
}
|
||||||
|
});
|
||||||
|
}
|
||||||
|
|
||||||
|
reset(): void {
|
||||||
|
this.pageState = 'idle';
|
||||||
|
this.accountInput = '';
|
||||||
|
this.account = null;
|
||||||
|
this.charges = [];
|
||||||
|
this.errorMsg = '';
|
||||||
|
this.note = '';
|
||||||
|
this.paymentTypeId = null;
|
||||||
|
this.requestedSharesInput = 0;
|
||||||
|
this.pricePerShare = 0;
|
||||||
|
this.collectionResult = null;
|
||||||
|
this.saving = false;
|
||||||
|
this.clearDenominations();
|
||||||
|
}
|
||||||
|
}
|
||||||
@@ -8,7 +8,7 @@
|
|||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
import { Component, OnInit, inject } from '@angular/core';
|
||||||
import { CommonModule } from '@angular/common';
|
import { CommonModule } from '@angular/common';
|
||||||
import { FormsModule, ReactiveFormsModule, FormBuilder, FormGroup, FormArray, Validators } from '@angular/forms';
|
import { FormsModule, ReactiveFormsModule, FormBuilder, FormGroup, Validators } from '@angular/forms';
|
||||||
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
||||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||||
import { MatInputModule } from '@angular/material/input';
|
import { MatInputModule } from '@angular/material/input';
|
||||||
@@ -35,35 +35,6 @@ export interface CashierIssueDdDialogData {
|
|||||||
accountNo?: string;
|
accountNo?: string;
|
||||||
/** The account holder, for the same reason. */
|
/** The account holder, for the same reason. */
|
||||||
accountHolderName?: string;
|
accountHolderName?: string;
|
||||||
/**
|
|
||||||
* How many drafts this slip raises. Absent or 1 is the ordinary single draft and the dialog is
|
|
||||||
* unchanged; 2 or more turns it into a slip, asking for a face value, charge and beneficiary per
|
|
||||||
* draft and reporting the combined total the account will be debited for.
|
|
||||||
*/
|
|
||||||
ddCount?: number;
|
|
||||||
/**
|
|
||||||
* Whether the funding account is a GL account rather than a member's. Only affects wording: a GL
|
|
||||||
* account has no passbook, so it is not promised one.
|
|
||||||
*/
|
|
||||||
glFunded?: boolean;
|
|
||||||
/**
|
|
||||||
* The leaflets provisionally shown against each line of a slip.
|
|
||||||
*
|
|
||||||
* Only ever indicative. The server allocates the real numbers inside the locked transaction that
|
|
||||||
* submits the slip, so what is shown here is the next-available run at the moment the dialog was
|
|
||||||
* opened — accurate unless another clerk submits first, which is precisely why the numbers cannot
|
|
||||||
* be promised until submit returns them.
|
|
||||||
*/
|
|
||||||
previewDdNumbers?: string[];
|
|
||||||
}
|
|
||||||
|
|
||||||
/** One captured draft on a multi-DD slip. */
|
|
||||||
export interface DdSlipLineResult {
|
|
||||||
beneficiaryName: string;
|
|
||||||
payableAtBranch: string;
|
|
||||||
payableAtCity: string;
|
|
||||||
faceValue: number;
|
|
||||||
chargesAmount: number;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
@Component({
|
@Component({
|
||||||
@@ -85,20 +56,10 @@ export interface DdSlipLineResult {
|
|||||||
<div class="dd-dialog-header__title">
|
<div class="dd-dialog-header__title">
|
||||||
<mat-icon class="dd-icon">receipt_long</mat-icon>
|
<mat-icon class="dd-icon">receipt_long</mat-icon>
|
||||||
<div>
|
<div>
|
||||||
<h2>
|
<h2>{{ isAccountDebit ? 'Account-Debit Demand Draft (DD)' : 'Walk-in Cash Demand Draft (DD)' }}</h2>
|
||||||
@if (isSlip) {
|
|
||||||
Multi-DD Slip · {{ lineCount }} Demand Drafts
|
|
||||||
} @else {
|
|
||||||
{{ isAccountDebit ? 'Account-Debit Demand Draft (DD)' : 'Walk-in Cash Demand Draft (DD)' }}
|
|
||||||
}
|
|
||||||
</h2>
|
|
||||||
<p>
|
<p>
|
||||||
@if (isSlip) {
|
Next available DD leaflet auto-selected ·
|
||||||
One debit funds all {{ lineCount }} drafts · Enter each draft's beneficiary and amount
|
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
||||||
} @else {
|
|
||||||
Next available DD leaflet auto-selected ·
|
|
||||||
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
|
||||||
}
|
|
||||||
</p>
|
</p>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@@ -108,91 +69,38 @@ export interface DdSlipLineResult {
|
|||||||
</div>
|
</div>
|
||||||
|
|
||||||
<mat-dialog-content class="dd-dialog-body">
|
<mat-dialog-content class="dd-dialog-body">
|
||||||
<!--
|
<!-- Draft & Financials Summary Card -->
|
||||||
Slip running total.
|
<div class="dd-summary-card">
|
||||||
|
<div class="summary-col">
|
||||||
A slip's figures are not known until every line is typed — different drafts carry different
|
<span class="label">Auto-Selected Leaflet</span>
|
||||||
face values and different charges — so the total the account will be debited for is built
|
<strong class="dd-number-highlight">{{ data.leaflet.ddNumber }}</strong>
|
||||||
up here as the clerk works, rather than shown as a fixed figure up front. Answering "what
|
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
||||||
is this going to cost my member" without it would mean adding the lines by hand.
|
|
||||||
-->
|
|
||||||
@if (isSlip) {
|
|
||||||
<div class="dd-summary-card">
|
|
||||||
<div class="summary-col">
|
|
||||||
<span class="label">Drafts On This Slip</span>
|
|
||||||
<strong class="dd-number-highlight">{{ lineCount }}</strong>
|
|
||||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
|
||||||
</div>
|
|
||||||
<div class="summary-divider"></div>
|
|
||||||
<div class="summary-col">
|
|
||||||
<span class="label">Total Face Value</span>
|
|
||||||
<strong class="amount">₹{{ slipFaceValue | number: '1.2-2' }}</strong>
|
|
||||||
<span class="sublabel">+ Charges ₹{{ slipCharges | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
<div class="summary-divider"></div>
|
|
||||||
<div class="summary-col">
|
|
||||||
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
|
||||||
<strong class="amount">₹{{ slipGst | number: '1.2-2' }}</strong>
|
|
||||||
<span class="sublabel">on charges only</span>
|
|
||||||
</div>
|
|
||||||
<div class="summary-divider"></div>
|
|
||||||
<div class="summary-col highlight-col">
|
|
||||||
<span class="label">Total To Debit</span>
|
|
||||||
<strong class="total-amount">₹{{ slipTotal | number: '1.2-2' }}</strong>
|
|
||||||
<span class="sublabel">{{ data.accountNo || 'Account' }} · one debit</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
</div>
|
||||||
|
<div class="summary-divider"></div>
|
||||||
<!--
|
<div class="summary-col">
|
||||||
Said plainly because the numbers on screen are the one thing in this dialog the clerk
|
<span class="label">Face Value</span>
|
||||||
cannot rely on. They are the next-available run as it stood when the dialog opened; the
|
<strong class="amount">₹{{ data.faceValue | number: '1.2-2' }}</strong>
|
||||||
binding allocation happens inside the submit transaction, so a slip filed after another
|
<span class="sublabel">+ Charges ₹{{ data.chargesAmount | number: '1.2-2' }}</span>
|
||||||
clerk's gets the following numbers instead.
|
|
||||||
-->
|
|
||||||
<div class="dd-preview-note">
|
|
||||||
<mat-icon>info</mat-icon>
|
|
||||||
<div>
|
|
||||||
DD numbers below are <strong>provisional</strong>. The final numbers are allocated when the slip is
|
|
||||||
submitted and will be confirmed on the receipt.
|
|
||||||
</div>
|
|
||||||
</div>
|
</div>
|
||||||
} @else {
|
<div class="summary-divider"></div>
|
||||||
<!-- Draft & Financials Summary Card -->
|
<div class="summary-col">
|
||||||
<div class="dd-summary-card">
|
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
||||||
<!-- The number the customer will actually see printed on the instrument. "Auto-Selected
|
<strong class="amount">₹{{ data.gstAmount | number: '1.2-2' }}</strong>
|
||||||
Leaflet" named the stock item rather than the draft, so it was not obvious that this
|
<span class="sublabel">on charges only</span>
|
||||||
is the DD number being issued. -->
|
|
||||||
<div class="summary-col">
|
|
||||||
<span class="label">DD Number Being Issued</span>
|
|
||||||
<strong class="dd-number-highlight">{{ data.leaflet.ddNumber }}</strong>
|
|
||||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
|
||||||
</div>
|
|
||||||
<div class="summary-divider"></div>
|
|
||||||
<div class="summary-col">
|
|
||||||
<span class="label">Face Value</span>
|
|
||||||
<strong class="amount">₹{{ data.faceValue | number: '1.2-2' }}</strong>
|
|
||||||
<span class="sublabel">+ Charges ₹{{ data.chargesAmount | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
<div class="summary-divider"></div>
|
|
||||||
<div class="summary-col">
|
|
||||||
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
|
||||||
<strong class="amount">₹{{ data.gstAmount | number: '1.2-2' }}</strong>
|
|
||||||
<span class="sublabel">on charges only</span>
|
|
||||||
</div>
|
|
||||||
<div class="summary-divider"></div>
|
|
||||||
<div class="summary-col highlight-col">
|
|
||||||
<span class="label">{{ isAccountDebit ? 'Total Debited' : 'Total Cash Collected' }}</span>
|
|
||||||
<strong class="total-amount">₹{{ data.totalCashPayable | number: '1.2-2' }}</strong>
|
|
||||||
<span class="sublabel">
|
|
||||||
@if (isAccountDebit) {
|
|
||||||
{{ data.accountNo || 'Account' }}
|
|
||||||
} @else {
|
|
||||||
Denominations verified
|
|
||||||
}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
</div>
|
||||||
}
|
<div class="summary-divider"></div>
|
||||||
|
<div class="summary-col highlight-col">
|
||||||
|
<span class="label">{{ isAccountDebit ? 'Total Debited' : 'Total Cash Collected' }}</span>
|
||||||
|
<strong class="total-amount">₹{{ data.totalCashPayable | number: '1.2-2' }}</strong>
|
||||||
|
<span class="sublabel">
|
||||||
|
@if (isAccountDebit) {
|
||||||
|
{{ data.accountNo || 'Account' }}
|
||||||
|
} @else {
|
||||||
|
Denominations verified
|
||||||
|
}
|
||||||
|
</span>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
<!--
|
<!--
|
||||||
The account funding the draft, stated before the form.
|
The account funding the draft, stated before the form.
|
||||||
@@ -210,237 +118,123 @@ export interface DdSlipLineResult {
|
|||||||
· {{ data.accountHolderName }}
|
· {{ data.accountHolderName }}
|
||||||
}
|
}
|
||||||
<div class="dd-funding-sub">
|
<div class="dd-funding-sub">
|
||||||
@if (isSlip) {
|
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
||||||
₹{{ slipTotal | number: '1.2-2' }} will be debited from this account as a
|
approves. No cash is taken at the counter.
|
||||||
<strong>single transaction</strong> covering all {{ lineCount }} drafts, when a checker approves the
|
|
||||||
slip —
|
|
||||||
<!-- A GL account has no passbook, so the reassurance a member gets is phrased for
|
|
||||||
the ledger instead of promising a statement line that does not exist. -->
|
|
||||||
@if (isGlFunded) {
|
|
||||||
one journal entry against this GL account, not {{ lineCount }}.
|
|
||||||
} @else {
|
|
||||||
the member's passbook shows one entry, not {{ lineCount }}.
|
|
||||||
}
|
|
||||||
} @else {
|
|
||||||
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
|
||||||
approves. No cash is taken at the counter.
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
<!--
|
<form [formGroup]="form" class="dd-form">
|
||||||
A slip's drafts, one card each.
|
<!--
|
||||||
|
|
||||||
Face value and charge sit on the line rather than on the slip because that is how the bank
|
|
||||||
actually uses this: three drafts to three institutions are three different amounts, and the
|
|
||||||
charge is levied per draft. The server stores and posts them per line for the same reason.
|
|
||||||
-->
|
|
||||||
@if (isSlip) {
|
|
||||||
<form [formGroup]="slipForm" class="dd-form">
|
|
||||||
<div formArrayName="lines">
|
|
||||||
@for (lineCtrl of slipLines.controls; track $index) {
|
|
||||||
<div class="dd-line-card" [formGroupName]="$index">
|
|
||||||
<div class="dd-line-head">
|
|
||||||
<span class="dd-line-badge">DD {{ $index + 1 }} of {{ lineCount }}</span>
|
|
||||||
@if (previewNumberAt($index)) {
|
|
||||||
<span class="dd-line-number">No. {{ previewNumberAt($index) }} <em>(provisional)</em></span>
|
|
||||||
}
|
|
||||||
<span class="dd-line-total"> Debit ₹{{ lineTotalAt($index) | number: '1.2-2' }} </span>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="full-width">
|
|
||||||
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="beneficiaryName"
|
|
||||||
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
|
||||||
maxlength="120"
|
|
||||||
style="text-transform: uppercase;"
|
|
||||||
/>
|
|
||||||
<mat-error *ngIf="lineCtrl.get('beneficiaryName')?.hasError('required')"
|
|
||||||
>Beneficiary name is required</mat-error
|
|
||||||
>
|
|
||||||
<mat-error *ngIf="lineCtrl.get('beneficiaryName')?.hasError('maxlength')"
|
|
||||||
>Max 120 characters</mat-error
|
|
||||||
>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<div class="form-row">
|
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
|
||||||
<mat-label>Payable At - Branch *</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="payableAtBranch"
|
|
||||||
placeholder="e.g. FORT BRANCH"
|
|
||||||
maxlength="150"
|
|
||||||
style="text-transform: uppercase;"
|
|
||||||
/>
|
|
||||||
<mat-error *ngIf="lineCtrl.get('payableAtBranch')?.hasError('required')"
|
|
||||||
>Payable Branch is required</mat-error
|
|
||||||
>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
|
||||||
<mat-label>Payable At - City *</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="payableAtCity"
|
|
||||||
placeholder="e.g. MUMBAI"
|
|
||||||
maxlength="100"
|
|
||||||
style="text-transform: uppercase;"
|
|
||||||
/>
|
|
||||||
<mat-error *ngIf="lineCtrl.get('payableAtCity')?.hasError('required')"
|
|
||||||
>Payable City is required</mat-error
|
|
||||||
>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="form-row">
|
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
|
||||||
<mat-label>Face Value *</mat-label>
|
|
||||||
<input matInput type="number" formControlName="faceValue" placeholder="0.00" />
|
|
||||||
<span matPrefix>₹ </span>
|
|
||||||
<mat-error *ngIf="lineCtrl.get('faceValue')?.hasError('required')"
|
|
||||||
>Face value is required</mat-error
|
|
||||||
>
|
|
||||||
<mat-error *ngIf="lineCtrl.get('faceValue')?.hasError('min')"
|
|
||||||
>Face value must be greater than zero</mat-error
|
|
||||||
>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
|
||||||
<mat-label>Charges</mat-label>
|
|
||||||
<input matInput type="number" formControlName="chargesAmount" placeholder="0.00" />
|
|
||||||
<span matPrefix>₹ </span>
|
|
||||||
<mat-hint>GST ₹{{ lineGstAt($index) | number: '1.2-2' }} at {{ data.gstPercentage }}%</mat-hint>
|
|
||||||
<mat-error *ngIf="lineCtrl.get('chargesAmount')?.hasError('min')"
|
|
||||||
>Charges cannot be negative</mat-error
|
|
||||||
>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</form>
|
|
||||||
} @else {
|
|
||||||
<form [formGroup]="form" class="dd-form">
|
|
||||||
<!--
|
|
||||||
Purchaser identity is asked for only when the bank has none: a walk-in paying cash. On an
|
Purchaser identity is asked for only when the bank has none: a walk-in paying cash. On an
|
||||||
account debit the purchaser IS the account holder, already identified and KYC'd, and
|
account debit the purchaser IS the account holder, already identified and KYC'd, and
|
||||||
re-capturing a name and Aadhaar here would invite a mismatch against the account on record.
|
re-capturing a name and Aadhaar here would invite a mismatch against the account on record.
|
||||||
-->
|
-->
|
||||||
@if (!isAccountDebit) {
|
@if (!isAccountDebit) {
|
||||||
<div class="form-section-title">Walk-in Purchaser Details</div>
|
<div class="form-section-title">Walk-in Purchaser Details</div>
|
||||||
|
|
||||||
<div class="form-row">
|
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
|
||||||
<mat-label>Walk-in Purchaser Name *</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="walkinPurchaserName"
|
|
||||||
placeholder="e.g. RAMESH CHANDRA"
|
|
||||||
style="text-transform: uppercase;"
|
|
||||||
/>
|
|
||||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('required')"
|
|
||||||
>Purchaser name is required</mat-error
|
|
||||||
>
|
|
||||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('minlength')"
|
|
||||||
>Must be at least 3 characters</mat-error
|
|
||||||
>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
|
||||||
<mat-label>12-Digit Aadhaar Number *</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="walkinPurchaserAadhaar"
|
|
||||||
placeholder="12-digit Aadhaar"
|
|
||||||
maxlength="12"
|
|
||||||
/>
|
|
||||||
<mat-hint>Masked to last 4 digits before storage</mat-hint>
|
|
||||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('required')"
|
|
||||||
>Aadhaar number is required</mat-error
|
|
||||||
>
|
|
||||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('pattern')"
|
|
||||||
>Must be exactly 12 numeric digits</mat-error
|
|
||||||
>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="full-width">
|
|
||||||
<mat-label>Purchaser Address / Location *</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="walkinPurchaserAddress"
|
|
||||||
placeholder="e.g. 14, SECTOR 5, MAIN ROAD, MUMBAI"
|
|
||||||
style="text-transform: uppercase;"
|
|
||||||
/>
|
|
||||||
<mat-error *ngIf="form.get('walkinPurchaserAddress')?.hasError('required')"
|
|
||||||
>Address is required</mat-error
|
|
||||||
>
|
|
||||||
</mat-form-field>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Beneficiary Section -->
|
|
||||||
<div class="form-section-title">Beneficiary & Payment Details</div>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="full-width">
|
|
||||||
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="beneficiaryName"
|
|
||||||
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
|
||||||
maxlength="120"
|
|
||||||
style="text-transform: uppercase;"
|
|
||||||
/>
|
|
||||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('required')"
|
|
||||||
>Beneficiary name is required</mat-error
|
|
||||||
>
|
|
||||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('maxlength')">Max 120 characters</mat-error>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<div class="form-row">
|
<div class="form-row">
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
<mat-form-field appearance="outline" class="form-field-flex">
|
||||||
<mat-label>Payable At - Branch *</mat-label>
|
<mat-label>Walk-in Purchaser Name *</mat-label>
|
||||||
<input
|
<input
|
||||||
matInput
|
matInput
|
||||||
formControlName="payableAtBranch"
|
formControlName="walkinPurchaserName"
|
||||||
placeholder="e.g. FORT BRANCH"
|
placeholder="e.g. RAMESH CHANDRA"
|
||||||
maxlength="150"
|
|
||||||
style="text-transform: uppercase;"
|
style="text-transform: uppercase;"
|
||||||
/>
|
/>
|
||||||
<mat-error *ngIf="form.get('payableAtBranch')?.hasError('required')"
|
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('required')"
|
||||||
>Payable Branch is required</mat-error
|
>Purchaser name is required</mat-error
|
||||||
|
>
|
||||||
|
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('minlength')"
|
||||||
|
>Must be at least 3 characters</mat-error
|
||||||
>
|
>
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="form-field-flex">
|
<mat-form-field appearance="outline" class="form-field-flex">
|
||||||
<mat-label>Payable At - City *</mat-label>
|
<mat-label>12-Digit Aadhaar Number *</mat-label>
|
||||||
<input
|
<input
|
||||||
matInput
|
matInput
|
||||||
formControlName="payableAtCity"
|
formControlName="walkinPurchaserAadhaar"
|
||||||
placeholder="e.g. MUMBAI"
|
placeholder="12-digit Aadhaar"
|
||||||
maxlength="100"
|
maxlength="12"
|
||||||
style="text-transform: uppercase;"
|
|
||||||
/>
|
/>
|
||||||
<mat-error *ngIf="form.get('payableAtCity')?.hasError('required')">Payable City is required</mat-error>
|
<mat-hint>Masked to last 4 digits before storage</mat-hint>
|
||||||
|
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('required')"
|
||||||
|
>Aadhaar number is required</mat-error
|
||||||
|
>
|
||||||
|
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('pattern')"
|
||||||
|
>Must be exactly 12 numeric digits</mat-error
|
||||||
|
>
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
</div>
|
</div>
|
||||||
</form>
|
|
||||||
}
|
<mat-form-field appearance="outline" class="full-width">
|
||||||
|
<mat-label>Purchaser Address / Location *</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
formControlName="walkinPurchaserAddress"
|
||||||
|
placeholder="e.g. 14, SECTOR 5, MAIN ROAD, MUMBAI"
|
||||||
|
style="text-transform: uppercase;"
|
||||||
|
/>
|
||||||
|
<mat-error *ngIf="form.get('walkinPurchaserAddress')?.hasError('required')"
|
||||||
|
>Address is required</mat-error
|
||||||
|
>
|
||||||
|
</mat-form-field>
|
||||||
|
}
|
||||||
|
|
||||||
|
<!-- Beneficiary Section -->
|
||||||
|
<div class="form-section-title">Beneficiary & Payment Details</div>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="full-width">
|
||||||
|
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
formControlName="beneficiaryName"
|
||||||
|
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
||||||
|
maxlength="120"
|
||||||
|
style="text-transform: uppercase;"
|
||||||
|
/>
|
||||||
|
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('required')"
|
||||||
|
>Beneficiary name is required</mat-error
|
||||||
|
>
|
||||||
|
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('maxlength')">Max 120 characters</mat-error>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<div class="form-row">
|
||||||
|
<mat-form-field appearance="outline" class="form-field-flex">
|
||||||
|
<mat-label>Payable At - Branch *</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
formControlName="payableAtBranch"
|
||||||
|
placeholder="e.g. FORT BRANCH"
|
||||||
|
maxlength="150"
|
||||||
|
style="text-transform: uppercase;"
|
||||||
|
/>
|
||||||
|
<mat-error *ngIf="form.get('payableAtBranch')?.hasError('required')"
|
||||||
|
>Payable Branch is required</mat-error
|
||||||
|
>
|
||||||
|
</mat-form-field>
|
||||||
|
|
||||||
|
<mat-form-field appearance="outline" class="form-field-flex">
|
||||||
|
<mat-label>Payable At - City *</mat-label>
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
formControlName="payableAtCity"
|
||||||
|
placeholder="e.g. MUMBAI"
|
||||||
|
maxlength="100"
|
||||||
|
style="text-transform: uppercase;"
|
||||||
|
/>
|
||||||
|
<mat-error *ngIf="form.get('payableAtCity')?.hasError('required')">Payable City is required</mat-error>
|
||||||
|
</mat-form-field>
|
||||||
|
</div>
|
||||||
|
</form>
|
||||||
</mat-dialog-content>
|
</mat-dialog-content>
|
||||||
|
|
||||||
<mat-dialog-actions class="dd-dialog-actions" align="end">
|
<mat-dialog-actions class="dd-dialog-actions" align="end">
|
||||||
@if (isSlip) {
|
|
||||||
<span class="dd-actions-total">
|
|
||||||
{{ lineCount }} drafts · <strong>₹{{ slipTotal | number: '1.2-2' }}</strong> to debit
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
<button mat-button type="button" (click)="onClose()">Cancel</button>
|
<button mat-button type="button" (click)="onClose()">Cancel</button>
|
||||||
<button mat-flat-button color="primary" [disabled]="activeForm.invalid" (click)="onSubmit()">
|
<button mat-flat-button color="primary" [disabled]="form.invalid" (click)="onSubmit()">
|
||||||
{{ isSlip ? 'Save Slip Details' : 'Save DD Details' }}
|
Submit for Manager Approval
|
||||||
</button>
|
</button>
|
||||||
</mat-dialog-actions>
|
</mat-dialog-actions>
|
||||||
</div>
|
</div>
|
||||||
@@ -598,81 +392,6 @@ export interface DdSlipLineResult {
|
|||||||
line-height: 1.5;
|
line-height: 1.5;
|
||||||
color: #64748b;
|
color: #64748b;
|
||||||
}
|
}
|
||||||
/* One card per draft on a slip — the boundary is what stops a clerk typing line 2's
|
|
||||||
beneficiary against line 1's amount. */
|
|
||||||
.dd-line-card {
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-left: 3px solid #0369a1;
|
|
||||||
border-radius: 8px;
|
|
||||||
padding: 14px 16px 4px;
|
|
||||||
margin-bottom: 14px;
|
|
||||||
background: #fcfdff;
|
|
||||||
}
|
|
||||||
.dd-line-head {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
margin-bottom: 12px;
|
|
||||||
}
|
|
||||||
.dd-line-badge {
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.4px;
|
|
||||||
color: #ffffff;
|
|
||||||
background: #0369a1;
|
|
||||||
padding: 3px 9px;
|
|
||||||
border-radius: 999px;
|
|
||||||
}
|
|
||||||
.dd-line-number {
|
|
||||||
font-family: monospace;
|
|
||||||
font-size: 12px;
|
|
||||||
color: #475569;
|
|
||||||
}
|
|
||||||
.dd-line-number em {
|
|
||||||
font-style: normal;
|
|
||||||
color: #94a3b8;
|
|
||||||
font-size: 11px;
|
|
||||||
}
|
|
||||||
.dd-line-total {
|
|
||||||
margin-left: auto;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #065f46;
|
|
||||||
background: #ecfdf5;
|
|
||||||
border: 1px solid #a7f3d0;
|
|
||||||
padding: 3px 10px;
|
|
||||||
border-radius: 6px;
|
|
||||||
}
|
|
||||||
.dd-preview-note {
|
|
||||||
display: flex;
|
|
||||||
gap: 8px;
|
|
||||||
align-items: flex-start;
|
|
||||||
margin: 0 0 16px;
|
|
||||||
padding: 9px 12px;
|
|
||||||
background: #fffbeb;
|
|
||||||
border: 1px solid #fde68a;
|
|
||||||
border-radius: 6px;
|
|
||||||
font-size: 12px;
|
|
||||||
line-height: 1.5;
|
|
||||||
color: #78350f;
|
|
||||||
}
|
|
||||||
.dd-preview-note mat-icon {
|
|
||||||
color: #b45309;
|
|
||||||
font-size: 18px;
|
|
||||||
width: 18px;
|
|
||||||
height: 18px;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
.dd-actions-total {
|
|
||||||
margin-right: auto;
|
|
||||||
font-size: 13px;
|
|
||||||
color: #475569;
|
|
||||||
}
|
|
||||||
.dd-actions-total strong {
|
|
||||||
color: #065f46;
|
|
||||||
}
|
|
||||||
`
|
`
|
||||||
]
|
]
|
||||||
})
|
})
|
||||||
@@ -682,127 +401,13 @@ export class CashierIssueDdDialogComponent implements OnInit {
|
|||||||
public data: CashierIssueDdDialogData = inject(MAT_DIALOG_DATA);
|
public data: CashierIssueDdDialogData = inject(MAT_DIALOG_DATA);
|
||||||
|
|
||||||
form!: FormGroup;
|
form!: FormGroup;
|
||||||
/** Built only in slip mode; `form` stays untouched so the single-draft path is unchanged. */
|
|
||||||
slipForm!: FormGroup;
|
|
||||||
|
|
||||||
/** Whether the draft is funded by debiting a member's account rather than by cash at the counter. */
|
/** Whether the draft is funded by debiting a member's account rather than by cash at the counter. */
|
||||||
get isAccountDebit(): boolean {
|
get isAccountDebit(): boolean {
|
||||||
return this.data.paymentMethod === 'ACCOUNT_DEBIT';
|
return this.data.paymentMethod === 'ACCOUNT_DEBIT';
|
||||||
}
|
}
|
||||||
|
|
||||||
/** How many drafts this dialog is capturing — 1 unless the clerk asked for a slip. */
|
|
||||||
get lineCount(): number {
|
|
||||||
const n = Number(this.data.ddCount) || 1;
|
|
||||||
return n > 1 ? n : 1;
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Whether this dialog is capturing a multi-DD slip rather than a single draft. */
|
|
||||||
get isSlip(): boolean {
|
|
||||||
return this.lineCount > 1;
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Whether the debit lands on a GL account rather than a member's — wording only. */
|
|
||||||
get isGlFunded(): boolean {
|
|
||||||
return !!this.data.glFunded;
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The form the Save button validates against — whichever of the two was built. */
|
|
||||||
get activeForm(): FormGroup {
|
|
||||||
return this.isSlip ? this.slipForm : this.form;
|
|
||||||
}
|
|
||||||
|
|
||||||
get slipLines(): FormArray {
|
|
||||||
return this.slipForm.get('lines') as FormArray;
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The provisional leaflet number shown against a line, if the caller supplied a run of them. */
|
|
||||||
previewNumberAt(index: number): string | null {
|
|
||||||
return this.data.previewDdNumbers?.[index] ?? null;
|
|
||||||
}
|
|
||||||
|
|
||||||
private lineValueAt(index: number, field: string): number {
|
|
||||||
return Number(this.slipLines.at(index)?.get(field)?.value) || 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* GST on one line's charge.
|
|
||||||
*
|
|
||||||
* Rounded per line, matching the server, which computes and stores GST against each draft rather
|
|
||||||
* than once for the slip. Summing rounded lines and rounding a summed charge can differ by a
|
|
||||||
* paisa, and it is the per-line figure that ends up on the draft.
|
|
||||||
*/
|
|
||||||
lineGstAt(index: number): number {
|
|
||||||
const charges = this.lineValueAt(index, 'chargesAmount');
|
|
||||||
if (charges <= 0) return 0;
|
|
||||||
return Math.round(charges * (Number(this.data.gstPercentage) || 0)) / 100;
|
|
||||||
}
|
|
||||||
|
|
||||||
/** What one line adds to the debit — its face value, its charge and the GST on that charge. */
|
|
||||||
lineTotalAt(index: number): number {
|
|
||||||
return this.lineValueAt(index, 'faceValue') + this.lineValueAt(index, 'chargesAmount') + this.lineGstAt(index);
|
|
||||||
}
|
|
||||||
|
|
||||||
get slipFaceValue(): number {
|
|
||||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineValueAt(i, 'faceValue'), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get slipCharges(): number {
|
|
||||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineValueAt(i, 'chargesAmount'), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get slipGst(): number {
|
|
||||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineGstAt(i), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The figure the account is debited for — rounded up to the whole rupee, as the single flow does. */
|
|
||||||
get slipTotal(): number {
|
|
||||||
return Math.ceil(this.slipFaceValue + this.slipCharges + this.slipGst - 1e-9);
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
if (this.isSlip) {
|
|
||||||
this.slipForm = this.fb.group({
|
|
||||||
lines: this.fb.array(
|
|
||||||
Array.from({ length: this.lineCount }, () =>
|
|
||||||
this.fb.group({
|
|
||||||
beneficiaryName: [
|
|
||||||
'',
|
|
||||||
[
|
|
||||||
Validators.required,
|
|
||||||
Validators.maxLength(120)
|
|
||||||
]
|
|
||||||
],
|
|
||||||
payableAtBranch: [
|
|
||||||
'',
|
|
||||||
[Validators.required]
|
|
||||||
],
|
|
||||||
payableAtCity: [
|
|
||||||
'',
|
|
||||||
[Validators.required]
|
|
||||||
],
|
|
||||||
// Zero is rejected rather than merely warned about: the server refuses a line with a
|
|
||||||
// face value at or below zero, and a slip that fails there has already cost the clerk
|
|
||||||
// every other line they typed.
|
|
||||||
faceValue: [
|
|
||||||
null as
|
|
||||||
| number
|
|
||||||
| null,
|
|
||||||
[
|
|
||||||
Validators.required,
|
|
||||||
Validators.min(0.01)
|
|
||||||
]
|
|
||||||
],
|
|
||||||
chargesAmount: [
|
|
||||||
0,
|
|
||||||
[Validators.min(0)]
|
|
||||||
]
|
|
||||||
})
|
|
||||||
)
|
|
||||||
)
|
|
||||||
});
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
|
|
||||||
// Walk-in identity is required for cash and rejected outright for an account debit — the server
|
// Walk-in identity is required for cash and rejected outright for an account debit — the server
|
||||||
// refuses a walk-in name alongside an account — so the controls are only built when they apply.
|
// refuses a walk-in name alongside an account — so the controls are only built when they apply.
|
||||||
// Registering them unconditionally and merely hiding them would hold the form invalid on a
|
// Registering them unconditionally and merely hiding them would hold the form invalid on a
|
||||||
@@ -869,25 +474,7 @@ export class CashierIssueDdDialogComponent implements OnInit {
|
|||||||
}
|
}
|
||||||
|
|
||||||
onSubmit(): void {
|
onSubmit(): void {
|
||||||
if (this.activeForm.invalid) return;
|
if (this.form.invalid) return;
|
||||||
|
|
||||||
// A slip closes with its lines. There is no walk-in branch here: a slip is only ever offered on
|
|
||||||
// a member-account debit, where the purchaser is the account holder already on record.
|
|
||||||
if (this.isSlip) {
|
|
||||||
const lines: DdSlipLineResult[] = this.slipLines.controls.map((c) => {
|
|
||||||
const v = c.value;
|
|
||||||
return {
|
|
||||||
beneficiaryName: (v.beneficiaryName || '').trim().toUpperCase(),
|
|
||||||
payableAtBranch: (v.payableAtBranch || '').trim().toUpperCase(),
|
|
||||||
payableAtCity: (v.payableAtCity || '').trim().toUpperCase(),
|
|
||||||
faceValue: Number(v.faceValue) || 0,
|
|
||||||
chargesAmount: Number(v.chargesAmount) || 0
|
|
||||||
};
|
|
||||||
});
|
|
||||||
this.dialogRef.close({ lines });
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
|
|
||||||
const val = this.form.value;
|
const val = this.form.value;
|
||||||
const beneficiary = {
|
const beneficiary = {
|
||||||
beneficiaryName: (val.beneficiaryName || '').trim().toUpperCase(),
|
beneficiaryName: (val.beneficiaryName || '').trim().toUpperCase(),
|
||||||
|
|||||||
@@ -166,50 +166,23 @@
|
|||||||
</div>
|
</div>
|
||||||
<div class="ws-f ws-f--actyp">
|
<div class="ws-f ws-f--actyp">
|
||||||
<label class="ws-f__lbl" title="Account Type">AC. TP.</label>
|
<label class="ws-f__lbl" title="Account Type">AC. TP.</label>
|
||||||
@if (acTypLockedByToken && row === selectedRow) {
|
<select
|
||||||
<span
|
class="ws-f__ctl"
|
||||||
class="ws-f__ctl ws-f__ctl--locked"
|
[(ngModel)]="row.acTyp"
|
||||||
title="Locked — filled from a token-driven request, not a normal account entry"
|
(click)="$event.stopPropagation()"
|
||||||
>{{ acTypLockedLabel }}</span
|
(change)="
|
||||||
>
|
row.acTyp === 'GL' &&
|
||||||
} @else {
|
row.typ !== 'Disbursement' &&
|
||||||
<select
|
row.typ !== 'Fund Transfer' &&
|
||||||
class="ws-f__ctl"
|
row.typ !== 'Enter Bank Transfer' &&
|
||||||
[(ngModel)]="row.acTyp"
|
(row.dbCr = 'Cr')
|
||||||
(click)="$event.stopPropagation()"
|
"
|
||||||
(change)="
|
>
|
||||||
row.acTyp === 'GL' &&
|
@for (a of acTypOptions; track a) {
|
||||||
row.typ !== 'Disbursement' &&
|
<option [value]="a">{{ a }}</option>
|
||||||
row.typ !== 'Fund Transfer' &&
|
}
|
||||||
row.typ !== 'Enter Bank Transfer' &&
|
</select>
|
||||||
(row.dbCr = 'Cr')
|
|
||||||
"
|
|
||||||
>
|
|
||||||
@for (a of acTypOptionsFor(row); track a) {
|
|
||||||
<option [value]="a">{{ a }}</option>
|
|
||||||
}
|
|
||||||
</select>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
@if (showsEntryType(row)) {
|
|
||||||
<div class="ws-f ws-f--paytype">
|
|
||||||
<label
|
|
||||||
class="ws-f__lbl ws-f__lbl--accent"
|
|
||||||
title="What this money was actually collected for — checked before a share application or DD issuance can adopt this voucher"
|
|
||||||
>ENTRY TYPE</label
|
|
||||||
>
|
|
||||||
<select
|
|
||||||
class="ws-f__ctl ws-f__ctl--accent"
|
|
||||||
[(ngModel)]="row.entryTypeCvId"
|
|
||||||
(click)="$event.stopPropagation()"
|
|
||||||
>
|
|
||||||
<option [ngValue]="null">Select…</option>
|
|
||||||
@for (t of entryTypeOptions; track t.id) {
|
|
||||||
<option [ngValue]="t.id">{{ t.name }}</option>
|
|
||||||
}
|
|
||||||
</select>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
@@ -233,20 +206,14 @@
|
|||||||
? ddGlMapping?.ddPayableGlCode || 'Auto GL'
|
? ddGlMapping?.ddPayableGlCode || 'Auto GL'
|
||||||
: 'Account number'
|
: 'Account number'
|
||||||
"
|
"
|
||||||
[readonly]="
|
[readonly]="row.typ === 'DD' && !isDdAccountDebitRow(row)"
|
||||||
(row.typ === 'DD' && !isDdAccountDebitRow(row)) || (acTypLockedByToken && row === selectedRow)
|
[class.ws-f__ctl--readonly]="row.typ === 'DD' && !isDdAccountDebitRow(row)"
|
||||||
"
|
|
||||||
[class.ws-f__ctl--readonly]="
|
|
||||||
(row.typ === 'DD' && !isDdAccountDebitRow(row)) || (acTypLockedByToken && row === selectedRow)
|
|
||||||
"
|
|
||||||
[title]="
|
[title]="
|
||||||
acTypLockedByToken && row === selectedRow
|
isDdAccountDebitRow(row)
|
||||||
? 'Locked — filled from a token-driven request, not a normal account entry'
|
? 'Member account the draft is funded from'
|
||||||
: isDdAccountDebitRow(row)
|
: row.typ === 'DD'
|
||||||
? 'Member account the draft is funded from'
|
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||||
: row.typ === 'DD'
|
: 'Account number'
|
||||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
|
||||||
: 'Account number'
|
|
||||||
"
|
"
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -319,13 +286,9 @@
|
|||||||
[value]="row.amount ?? ''"
|
[value]="row.amount ?? ''"
|
||||||
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
||||||
(click)="$event.stopPropagation()"
|
(click)="$event.stopPropagation()"
|
||||||
[placeholder]="isMultiDdRow(row) ? 'Per draft' : row.acTyp === 'SHR' ? '0' : '0.00'"
|
[placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||||
[readonly]="
|
[readonly]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
[class.ws-amt-input--locked]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||||
"
|
|
||||||
[class.ws-amt-input--locked]="
|
|
||||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
|
||||||
"
|
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@if (row.acTyp === 'SHR' && rowSharePrices[row.acNo]) {
|
@if (row.acTyp === 'SHR' && rowSharePrices[row.acNo]) {
|
||||||
@@ -335,19 +298,6 @@
|
|||||||
}}/share</span
|
}}/share</span
|
||||||
>
|
>
|
||||||
}
|
}
|
||||||
<!-- On a slip the face value belongs to each draft, so the row total is the sum of
|
|
||||||
them and is filled in by the dialog rather than typed here. A clerk-typed
|
|
||||||
figure could disagree with the drafts, and the account would be debited for
|
|
||||||
a total the drafts do not add up to. -->
|
|
||||||
@if (isMultiDdRow(row)) {
|
|
||||||
<span class="ws-f__hint">
|
|
||||||
{{
|
|
||||||
row.ddLines?.length
|
|
||||||
? 'Total of ' + row.ddLines?.length + ' drafts'
|
|
||||||
: 'Set per draft in Fill DD Details'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
@if (row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')) {
|
@if (row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')) {
|
||||||
<div class="ws-f ws-f--cheqno">
|
<div class="ws-f ws-f--cheqno">
|
||||||
@@ -427,36 +377,9 @@
|
|||||||
<div class="ws-group ws-group--flex">
|
<div class="ws-group ws-group--flex">
|
||||||
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
||||||
<div class="ws-group__fields">
|
<div class="ws-group__fields">
|
||||||
<!-- How many drafts this one debit funds. Typed before the details are filled in,
|
|
||||||
because it is what decides how many beneficiary forms the dialog presents.
|
|
||||||
Offered only where the server can honour it: a member savings/current
|
|
||||||
account debit, never a GL or cash draft. -->
|
|
||||||
@if (canRowBeMultiDd(row)) {
|
|
||||||
<div class="ws-f ws-f--amt">
|
|
||||||
<label class="ws-f__lbl" title="Number of demand drafts to raise against this single debit"
|
|
||||||
>NO. OF DD</label
|
|
||||||
>
|
|
||||||
<div class="ws-amt-wrap">
|
|
||||||
<input
|
|
||||||
class="ws-f__ctl ws-amt-input"
|
|
||||||
type="number"
|
|
||||||
min="1"
|
|
||||||
[max]="maxDdSlipLines"
|
|
||||||
step="1"
|
|
||||||
[value]="ddCountFor(row)"
|
|
||||||
(input)="onDdCountChange(row, +$any($event.target).value)"
|
|
||||||
(click)="$event.stopPropagation()"
|
|
||||||
placeholder="1"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
@if (isMultiDdRow(row)) {
|
|
||||||
<span class="ws-f__hint">One debit · {{ ddCountFor(row) }} drafts</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
<div class="ws-f ws-f--amt">
|
<div class="ws-f ws-f--amt">
|
||||||
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
||||||
<div class="ws-amt-wrap" [class.ws-amt-wrap--locked]="isMultiDdRow(row)">
|
<div class="ws-amt-wrap">
|
||||||
<span class="ws-amt-prefix">₹</span>
|
<span class="ws-amt-prefix">₹</span>
|
||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input"
|
class="ws-f__ctl ws-amt-input"
|
||||||
@@ -465,15 +388,8 @@
|
|||||||
(input)="row.ddCharges = +$any($event.target).value"
|
(input)="row.ddCharges = +$any($event.target).value"
|
||||||
(click)="$event.stopPropagation()"
|
(click)="$event.stopPropagation()"
|
||||||
placeholder="0.00"
|
placeholder="0.00"
|
||||||
[readonly]="isMultiDdRow(row)"
|
|
||||||
[class.ws-amt-input--locked]="isMultiDdRow(row)"
|
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
<!-- Charges are levied per draft and can differ between them, so on a slip they
|
|
||||||
are entered against each draft and totalled here. -->
|
|
||||||
@if (isMultiDdRow(row)) {
|
|
||||||
<span class="ws-f__hint">Set per draft</span>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
<div class="ws-f ws-f--amt">
|
<div class="ws-f ws-f--amt">
|
||||||
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
||||||
@@ -484,7 +400,7 @@
|
|||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||||
type="text"
|
type="text"
|
||||||
[value]="ddGstDisplayFor(row)"
|
[value]="ddGstAmountFor(row) | number: '1.2-2'"
|
||||||
readonly
|
readonly
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -498,7 +414,7 @@
|
|||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||||
type="text"
|
type="text"
|
||||||
[value]="ddTotalDisplayFor(row)"
|
[value]="ddTotalPayableFor(row)"
|
||||||
readonly
|
readonly
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -511,28 +427,13 @@
|
|||||||
[disabled]="saving"
|
[disabled]="saving"
|
||||||
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
||||||
[title]="
|
[title]="
|
||||||
isMultiDdRow(row)
|
isDdAccountDebitRow(row)
|
||||||
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||||
: isDdAccountDebitRow(row)
|
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
|
||||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
|
||||||
"
|
"
|
||||||
>
|
>
|
||||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">{{
|
<mat-icon style="font-size: 18px; width: 18px; height: 18px">post_add</mat-icon>
|
||||||
row.ddDetails || row.ddLines?.length ? 'edit_note' : 'post_add'
|
<span>Fill DD Details & Send for Approval</span>
|
||||||
}}</mat-icon>
|
|
||||||
<!-- Names the leaflet once details are captured, so the clerk can see at a
|
|
||||||
glance which rows are ready before pressing Save. A slip names the count
|
|
||||||
instead: its numbers are not allocated until it is submitted. -->
|
|
||||||
<span>{{
|
|
||||||
row.ddLines?.length
|
|
||||||
? row.ddLines?.length + ' Drafts Captured · Edit Slip'
|
|
||||||
: row.ddDetails
|
|
||||||
? 'DD ' + row.ddDetails.ddNumber + ' · Edit Details'
|
|
||||||
: isMultiDdRow(row)
|
|
||||||
? 'Fill ' + ddCountFor(row) + ' DD Details'
|
|
||||||
: 'Fill DD Details'
|
|
||||||
}}</span>
|
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@@ -1616,50 +1517,23 @@
|
|||||||
</div>
|
</div>
|
||||||
<div class="ws-f ws-f--actyp">
|
<div class="ws-f ws-f--actyp">
|
||||||
<label class="ws-f__lbl">AC. TP.</label>
|
<label class="ws-f__lbl">AC. TP.</label>
|
||||||
@if (acTypLockedByToken && row === selectedRow) {
|
<select
|
||||||
<span
|
class="ws-f__ctl"
|
||||||
class="ws-f__ctl ws-f__ctl--locked"
|
[(ngModel)]="row.acTyp"
|
||||||
title="Locked — filled from a token-driven request, not a normal account entry"
|
(click)="$event.stopPropagation()"
|
||||||
>{{ acTypLockedLabel }}</span
|
(change)="
|
||||||
>
|
row.acTyp === 'GL' &&
|
||||||
} @else {
|
row.typ !== 'Disbursement' &&
|
||||||
<select
|
row.typ !== 'Fund Transfer' &&
|
||||||
class="ws-f__ctl"
|
row.typ !== 'Enter Bank Transfer' &&
|
||||||
[(ngModel)]="row.acTyp"
|
(row.dbCr = 'Cr')
|
||||||
(click)="$event.stopPropagation()"
|
"
|
||||||
(change)="
|
>
|
||||||
row.acTyp === 'GL' &&
|
@for (a of acTypOptions; track a) {
|
||||||
row.typ !== 'Disbursement' &&
|
<option [value]="a">{{ a }}</option>
|
||||||
row.typ !== 'Fund Transfer' &&
|
}
|
||||||
row.typ !== 'Enter Bank Transfer' &&
|
</select>
|
||||||
(row.dbCr = 'Cr')
|
|
||||||
"
|
|
||||||
>
|
|
||||||
@for (a of acTypOptionsFor(row); track a) {
|
|
||||||
<option [value]="a">{{ a }}</option>
|
|
||||||
}
|
|
||||||
</select>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
@if (showsEntryType(row)) {
|
|
||||||
<div class="ws-f ws-f--paytype">
|
|
||||||
<label
|
|
||||||
class="ws-f__lbl ws-f__lbl--accent"
|
|
||||||
title="What this money was actually collected for — checked before a share application or DD issuance can adopt this voucher"
|
|
||||||
>ENTRY TYPE</label
|
|
||||||
>
|
|
||||||
<select
|
|
||||||
class="ws-f__ctl ws-f__ctl--accent"
|
|
||||||
[(ngModel)]="row.entryTypeCvId"
|
|
||||||
(click)="$event.stopPropagation()"
|
|
||||||
>
|
|
||||||
<option [ngValue]="null">Select…</option>
|
|
||||||
@for (t of entryTypeOptions; track t.id) {
|
|
||||||
<option [ngValue]="t.id">{{ t.name }}</option>
|
|
||||||
}
|
|
||||||
</select>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
<div class="ws-vdivider"></div>
|
<div class="ws-vdivider"></div>
|
||||||
@@ -1676,16 +1550,10 @@
|
|||||||
[placeholder]="
|
[placeholder]="
|
||||||
row.typ === 'DD' ? ddGlMapping?.ddPayableGlCode || 'Auto GL' : 'Account number'
|
row.typ === 'DD' ? ddGlMapping?.ddPayableGlCode || 'Auto GL' : 'Account number'
|
||||||
"
|
"
|
||||||
[readonly]="row.typ === 'DD' || (acTypLockedByToken && row === selectedRow)"
|
[readonly]="row.typ === 'DD'"
|
||||||
[class.ws-f__ctl--readonly]="
|
[class.ws-f__ctl--readonly]="row.typ === 'DD'"
|
||||||
row.typ === 'DD' || (acTypLockedByToken && row === selectedRow)
|
|
||||||
"
|
|
||||||
[title]="
|
[title]="
|
||||||
acTypLockedByToken && row === selectedRow
|
row.typ === 'DD' ? 'Configured Sponsor DD Payable GL (Auto-selected)' : 'Account number'
|
||||||
? 'Locked — filled from a token-driven request, not a normal account entry'
|
|
||||||
: row.typ === 'DD'
|
|
||||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
|
||||||
: 'Account number'
|
|
||||||
"
|
"
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -1754,12 +1622,10 @@
|
|||||||
[value]="row.amount ?? ''"
|
[value]="row.amount ?? ''"
|
||||||
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
||||||
(click)="$event.stopPropagation()"
|
(click)="$event.stopPropagation()"
|
||||||
[placeholder]="isMultiDdRow(row) ? 'Per draft' : row.acTyp === 'SHR' ? '0' : '0.00'"
|
[placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||||
[readonly]="
|
[readonly]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
|
||||||
"
|
|
||||||
[class.ws-amt-input--locked]="
|
[class.ws-amt-input--locked]="
|
||||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)
|
||||||
"
|
"
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -1770,19 +1636,6 @@
|
|||||||
}}/share</span
|
}}/share</span
|
||||||
>
|
>
|
||||||
}
|
}
|
||||||
<!-- On a slip the face value belongs to each draft, so the row total is the
|
|
||||||
sum of them and is filled in by the dialog rather than typed here. A
|
|
||||||
clerk-typed figure could disagree with the drafts, and the account would
|
|
||||||
be debited for a total the drafts do not add up to. -->
|
|
||||||
@if (isMultiDdRow(row)) {
|
|
||||||
<span class="ws-f__hint">
|
|
||||||
{{
|
|
||||||
row.ddLines?.length
|
|
||||||
? 'Total of ' + row.ddLines?.length + ' drafts'
|
|
||||||
: 'Set per draft in Fill DD Details'
|
|
||||||
}}
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
@if (
|
@if (
|
||||||
row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')
|
row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')
|
||||||
@@ -1847,38 +1700,9 @@
|
|||||||
<div class="ws-group ws-group--flex">
|
<div class="ws-group ws-group--flex">
|
||||||
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
||||||
<div class="ws-group__fields">
|
<div class="ws-group__fields">
|
||||||
<!-- How many drafts this one debit funds. Typed before the details are filled
|
|
||||||
in, because it is what decides how many beneficiary forms the dialog
|
|
||||||
presents. Offered only where the server can honour it: a member
|
|
||||||
savings/current account debit, never a GL or cash draft. -->
|
|
||||||
@if (canRowBeMultiDd(row)) {
|
|
||||||
<div class="ws-f ws-f--amt">
|
|
||||||
<label
|
|
||||||
class="ws-f__lbl"
|
|
||||||
title="Number of demand drafts to raise against this single debit"
|
|
||||||
>NO. OF DD</label
|
|
||||||
>
|
|
||||||
<div class="ws-amt-wrap">
|
|
||||||
<input
|
|
||||||
class="ws-f__ctl ws-amt-input"
|
|
||||||
type="number"
|
|
||||||
min="1"
|
|
||||||
[max]="maxDdSlipLines"
|
|
||||||
step="1"
|
|
||||||
[value]="ddCountFor(row)"
|
|
||||||
(input)="onDdCountChange(row, +$any($event.target).value)"
|
|
||||||
(click)="$event.stopPropagation()"
|
|
||||||
placeholder="1"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
@if (isMultiDdRow(row)) {
|
|
||||||
<span class="ws-f__hint">One debit · {{ ddCountFor(row) }} drafts</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
<div class="ws-f ws-f--amt">
|
<div class="ws-f ws-f--amt">
|
||||||
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
||||||
<div class="ws-amt-wrap" [class.ws-amt-wrap--locked]="isMultiDdRow(row)">
|
<div class="ws-amt-wrap">
|
||||||
<span class="ws-amt-prefix">₹</span>
|
<span class="ws-amt-prefix">₹</span>
|
||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input"
|
class="ws-f__ctl ws-amt-input"
|
||||||
@@ -1887,15 +1711,8 @@
|
|||||||
(input)="row.ddCharges = +$any($event.target).value"
|
(input)="row.ddCharges = +$any($event.target).value"
|
||||||
(click)="$event.stopPropagation()"
|
(click)="$event.stopPropagation()"
|
||||||
placeholder="0.00"
|
placeholder="0.00"
|
||||||
[readonly]="isMultiDdRow(row)"
|
|
||||||
[class.ws-amt-input--locked]="isMultiDdRow(row)"
|
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
<!-- Charges are levied per draft and can differ between them, so on a slip
|
|
||||||
they are entered against each draft and totalled here. -->
|
|
||||||
@if (isMultiDdRow(row)) {
|
|
||||||
<span class="ws-f__hint">Set per draft</span>
|
|
||||||
}
|
|
||||||
</div>
|
</div>
|
||||||
<div class="ws-f ws-f--amt">
|
<div class="ws-f ws-f--amt">
|
||||||
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
||||||
@@ -1906,7 +1723,7 @@
|
|||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||||
type="text"
|
type="text"
|
||||||
[value]="ddGstDisplayFor(row)"
|
[value]="ddGstAmountFor(row) | number: '1.2-2'"
|
||||||
readonly
|
readonly
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -1920,7 +1737,7 @@
|
|||||||
<input
|
<input
|
||||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||||
type="text"
|
type="text"
|
||||||
[value]="ddTotalDisplayFor(row)"
|
[value]="ddTotalPayableFor(row)"
|
||||||
readonly
|
readonly
|
||||||
/>
|
/>
|
||||||
</div>
|
</div>
|
||||||
@@ -1933,28 +1750,13 @@
|
|||||||
[disabled]="saving"
|
[disabled]="saving"
|
||||||
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
||||||
[title]="
|
[title]="
|
||||||
isMultiDdRow(row)
|
isDdAccountDebitRow(row)
|
||||||
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||||
: isDdAccountDebitRow(row)
|
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
|
||||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
|
||||||
"
|
"
|
||||||
>
|
>
|
||||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">{{
|
<mat-icon style="font-size: 18px; width: 18px; height: 18px">post_add</mat-icon>
|
||||||
row.ddDetails || row.ddLines?.length ? 'edit_note' : 'post_add'
|
<span>Fill DD Details & Send for Approval</span>
|
||||||
}}</mat-icon>
|
|
||||||
<!-- Names what has been captured, so the clerk can see at a glance which
|
|
||||||
rows are ready before pressing Save. A slip names its count instead:
|
|
||||||
its numbers are not allocated until it is submitted. -->
|
|
||||||
<span>{{
|
|
||||||
row.ddLines?.length
|
|
||||||
? row.ddLines?.length + ' Drafts Captured · Edit Slip'
|
|
||||||
: row.ddDetails
|
|
||||||
? 'DD ' + row.ddDetails.ddNumber + ' · Edit Details'
|
|
||||||
: isMultiDdRow(row)
|
|
||||||
? 'Fill ' + ddCountFor(row) + ' DD Details'
|
|
||||||
: 'Fill DD Details'
|
|
||||||
}}</span>
|
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|||||||
@@ -916,20 +916,6 @@ input.ws-f__ctl--readonly {
|
|||||||
font-size: 11px;
|
font-size: 11px;
|
||||||
}
|
}
|
||||||
|
|
||||||
/* AC.TP shown as a locked label instead of the normal editable select, while the row is filled
|
|
||||||
from a token-driven request whose real account type row.acTyp cannot show (see
|
|
||||||
acTypLockedByToken in the component). */
|
|
||||||
span.ws-f__ctl--locked {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
background: #f1f5f9;
|
|
||||||
color: #475569;
|
|
||||||
cursor: not-allowed;
|
|
||||||
user-select: none;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
|
|
||||||
input.ws-amt-input--locked {
|
input.ws-amt-input--locked {
|
||||||
background: #fef9c3;
|
background: #fef9c3;
|
||||||
color: #713f12;
|
color: #713f12;
|
||||||
|
|||||||
File diff suppressed because it is too large
Load Diff
+1
-10
@@ -969,11 +969,6 @@
|
|||||||
createClientForm.get('alternateMobileNo')?.touched
|
createClientForm.get('alternateMobileNo')?.touched
|
||||||
) {
|
) {
|
||||||
<mat-error>Enter valid 10-digit number (starts with 6-9)</mat-error>
|
<mat-error>Enter valid 10-digit number (starts with 6-9)</mat-error>
|
||||||
} @else if (
|
|
||||||
createClientForm.get('alternateMobileNo')?.hasError('sameAsMobile') &&
|
|
||||||
createClientForm.get('alternateMobileNo')?.touched
|
|
||||||
) {
|
|
||||||
<mat-error>Alternate number can't be the same as Mobile No</mat-error>
|
|
||||||
}
|
}
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
|
|
||||||
@@ -984,11 +979,7 @@
|
|||||||
color="primary"
|
color="primary"
|
||||||
type="button"
|
type="button"
|
||||||
class="verify-btn"
|
class="verify-btn"
|
||||||
[disabled]="
|
[disabled]="readOnly || createClientForm.get('alternateMobileNo')?.value?.length !== 10"
|
||||||
readOnly ||
|
|
||||||
createClientForm.get('alternateMobileNo')?.value?.length !== 10 ||
|
|
||||||
createClientForm.get('alternateMobileNo')?.hasError('sameAsMobile')
|
|
||||||
"
|
|
||||||
(click)="verifyAlternateDIP()"
|
(click)="verifyAlternateDIP()"
|
||||||
>
|
>
|
||||||
<fa-icon icon="shield-alt" class="m-r-10"></fa-icon>
|
<fa-icon icon="shield-alt" class="m-r-10"></fa-icon>
|
||||||
|
|||||||
+2
-20
@@ -25,10 +25,7 @@ import {
|
|||||||
UntypedFormGroup,
|
UntypedFormGroup,
|
||||||
Validators,
|
Validators,
|
||||||
UntypedFormControl,
|
UntypedFormControl,
|
||||||
ReactiveFormsModule,
|
ReactiveFormsModule
|
||||||
ValidatorFn,
|
|
||||||
AbstractControl,
|
|
||||||
ValidationErrors
|
|
||||||
} from '@angular/forms';
|
} from '@angular/forms';
|
||||||
import { Subject, Subscription, merge } from 'rxjs';
|
import { Subject, Subscription, merge } from 'rxjs';
|
||||||
import { filter, switchMap, takeUntil } from 'rxjs/operators';
|
import { filter, switchMap, takeUntil } from 'rxjs/operators';
|
||||||
@@ -925,16 +922,6 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Alternate Mobile No must differ from Mobile No — the same number saved in both fields is
|
|
||||||
* meaningless (there's no second contact route) and the DIP checks would just repeat. */
|
|
||||||
private notSameAsMobileNoValidator(): ValidatorFn {
|
|
||||||
return (control: AbstractControl): ValidationErrors | null => {
|
|
||||||
const value = control.value;
|
|
||||||
const mobileNo = control.parent?.get('mobileNo')?.value;
|
|
||||||
return value && mobileNo && value === mobileNo ? { sameAsMobile: true } : null;
|
|
||||||
};
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Creates the client form.
|
* Creates the client form.
|
||||||
*/
|
*/
|
||||||
@@ -974,8 +961,7 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
|||||||
'',
|
'',
|
||||||
[
|
[
|
||||||
Validators.pattern(/^[6-9]\d{9}$/),
|
Validators.pattern(/^[6-9]\d{9}$/),
|
||||||
Validators.maxLength(10),
|
Validators.maxLength(10)
|
||||||
this.notSameAsMobileNoValidator()
|
|
||||||
]
|
]
|
||||||
],
|
],
|
||||||
emailAddress: [
|
emailAddress: [
|
||||||
@@ -1348,10 +1334,6 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
|||||||
// invalid) and its own reset never had a chance to run.
|
// invalid) and its own reset never had a chance to run.
|
||||||
this.mobileOtpVerified = false;
|
this.mobileOtpVerified = false;
|
||||||
this.mobileNewOtpId = null;
|
this.mobileNewOtpId = null;
|
||||||
// Alternate Mobile No's "not same as Mobile No" validator reads mobileNo's current
|
|
||||||
// value, so re-run it here too — otherwise fixing mobileNo away from a clash leaves
|
|
||||||
// the alternate field's error stuck until the user also edits that field.
|
|
||||||
this.createClientForm.get('alternateMobileNo')?.updateValueAndValidity({ emitEvent: false });
|
|
||||||
});
|
});
|
||||||
|
|
||||||
this.createClientForm
|
this.createClientForm
|
||||||
|
|||||||
+12
-44
@@ -221,22 +221,6 @@
|
|||||||
<mat-datepicker #addrIssueDatePicker></mat-datepicker>
|
<mat-datepicker #addrIssueDatePicker></mat-datepicker>
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
}
|
}
|
||||||
<mat-form-field appearance="outline" class="addr-ff">
|
|
||||||
<mat-label>Expiry date (optional)</mat-label>
|
|
||||||
<span matPrefix class="addr-prefix"><mat-icon>event_busy</mat-icon></span>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
[matDatepicker]="addrExpiryDatePicker"
|
|
||||||
formControlName="expiryDate"
|
|
||||||
[readonly]="readOnly || isAddressProofLinkedToKyc"
|
|
||||||
/>
|
|
||||||
<mat-datepicker-toggle
|
|
||||||
matSuffix
|
|
||||||
[for]="addrExpiryDatePicker"
|
|
||||||
[disabled]="readOnly || isAddressProofLinkedToKyc"
|
|
||||||
></mat-datepicker-toggle>
|
|
||||||
<mat-datepicker #addrExpiryDatePicker></mat-datepicker>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
<div class="addr-upload-grid" [class.addr-upload-grid--two]="selectedAddrProof.sides === 2">
|
<div class="addr-upload-grid" [class.addr-upload-grid--two]="selectedAddrProof.sides === 2">
|
||||||
@@ -254,18 +238,14 @@
|
|||||||
@if (existingAddressProofDocuments.length > 0 && !addrFiles.front && readOnly) {
|
@if (existingAddressProofDocuments.length > 0 && !addrFiles.front && readOnly) {
|
||||||
<div class="addr-dropzone addr-dropzone--has addr-dropzone--locked">
|
<div class="addr-dropzone addr-dropzone--has addr-dropzone--locked">
|
||||||
<div class="addr-dropzone__existing">
|
<div class="addr-dropzone__existing">
|
||||||
@if (existingAddrFrontSlotPreview) {
|
@if (addrMergedPreview) {
|
||||||
<img
|
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
|
||||||
[src]="existingAddrFrontSlotPreview"
|
|
||||||
alt="Saved address proof"
|
|
||||||
class="addr-dropzone__thumb"
|
|
||||||
/>
|
|
||||||
} @else {
|
} @else {
|
||||||
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
||||||
}
|
}
|
||||||
<div class="addr-dropzone__existing-meta">
|
<div class="addr-dropzone__existing-meta">
|
||||||
<span class="addr-dropzone__existing-name">
|
<span class="addr-dropzone__existing-name">
|
||||||
{{ existingAddrFrontSlotName }}
|
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
|
||||||
</span>
|
</span>
|
||||||
<button type="button" class="addr-dropzone__view" (click)="viewExistingAddressProof()">
|
<button type="button" class="addr-dropzone__view" (click)="viewExistingAddressProof()">
|
||||||
<mat-icon>visibility</mat-icon>
|
<mat-icon>visibility</mat-icon>
|
||||||
@@ -298,18 +278,14 @@
|
|||||||
<!-- Edit mode WITH existing doc — let the user view it OR
|
<!-- Edit mode WITH existing doc — let the user view it OR
|
||||||
click anywhere to replace. -->
|
click anywhere to replace. -->
|
||||||
<div class="addr-dropzone__existing">
|
<div class="addr-dropzone__existing">
|
||||||
@if (existingAddrFrontSlotPreview) {
|
@if (addrMergedPreview) {
|
||||||
<img
|
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
|
||||||
[src]="existingAddrFrontSlotPreview"
|
|
||||||
alt="Saved address proof"
|
|
||||||
class="addr-dropzone__thumb"
|
|
||||||
/>
|
|
||||||
} @else {
|
} @else {
|
||||||
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
||||||
}
|
}
|
||||||
<div class="addr-dropzone__existing-meta">
|
<div class="addr-dropzone__existing-meta">
|
||||||
<span class="addr-dropzone__existing-name">
|
<span class="addr-dropzone__existing-name">
|
||||||
{{ existingAddrFrontSlotName }}
|
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
|
||||||
</span>
|
</span>
|
||||||
<div class="addr-dropzone__existing-actions">
|
<div class="addr-dropzone__existing-actions">
|
||||||
<button
|
<button
|
||||||
@@ -351,18 +327,14 @@
|
|||||||
@if (existingAddressProofDocuments.length > 0 && !addrFiles.back && readOnly) {
|
@if (existingAddressProofDocuments.length > 0 && !addrFiles.back && readOnly) {
|
||||||
<div class="addr-dropzone addr-dropzone--has addr-dropzone--locked">
|
<div class="addr-dropzone addr-dropzone--has addr-dropzone--locked">
|
||||||
<div class="addr-dropzone__existing">
|
<div class="addr-dropzone__existing">
|
||||||
@if (existingAddrBackSlotPreview) {
|
@if (addrMergedPreview) {
|
||||||
<img
|
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
|
||||||
[src]="existingAddrBackSlotPreview"
|
|
||||||
alt="Saved address proof"
|
|
||||||
class="addr-dropzone__thumb"
|
|
||||||
/>
|
|
||||||
} @else {
|
} @else {
|
||||||
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
||||||
}
|
}
|
||||||
<div class="addr-dropzone__existing-meta">
|
<div class="addr-dropzone__existing-meta">
|
||||||
<span class="addr-dropzone__existing-name">
|
<span class="addr-dropzone__existing-name">
|
||||||
{{ existingAddrBackSlotName }}
|
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
|
||||||
</span>
|
</span>
|
||||||
<button type="button" class="addr-dropzone__view" (click)="viewExistingAddressProof()">
|
<button type="button" class="addr-dropzone__view" (click)="viewExistingAddressProof()">
|
||||||
<mat-icon>visibility</mat-icon>
|
<mat-icon>visibility</mat-icon>
|
||||||
@@ -395,18 +367,14 @@
|
|||||||
<!-- Edit mode WITH existing combined doc — same view + replace
|
<!-- Edit mode WITH existing combined doc — same view + replace
|
||||||
pattern as the front slot, anchored to the saved file. -->
|
pattern as the front slot, anchored to the saved file. -->
|
||||||
<div class="addr-dropzone__existing">
|
<div class="addr-dropzone__existing">
|
||||||
@if (existingAddrBackSlotPreview) {
|
@if (addrMergedPreview) {
|
||||||
<img
|
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
|
||||||
[src]="existingAddrBackSlotPreview"
|
|
||||||
alt="Saved address proof"
|
|
||||||
class="addr-dropzone__thumb"
|
|
||||||
/>
|
|
||||||
} @else {
|
} @else {
|
||||||
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
||||||
}
|
}
|
||||||
<div class="addr-dropzone__existing-meta">
|
<div class="addr-dropzone__existing-meta">
|
||||||
<span class="addr-dropzone__existing-name">
|
<span class="addr-dropzone__existing-name">
|
||||||
{{ existingAddrBackSlotName }}
|
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
|
||||||
</span>
|
</span>
|
||||||
<div class="addr-dropzone__existing-actions">
|
<div class="addr-dropzone__existing-actions">
|
||||||
<button
|
<button
|
||||||
|
|||||||
+11
-103
@@ -102,8 +102,7 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
Validators.required
|
Validators.required
|
||||||
],
|
],
|
||||||
documentKey: [''],
|
documentKey: [''],
|
||||||
issueDate: [''],
|
issueDate: ['']
|
||||||
expiryDate: ['']
|
|
||||||
});
|
});
|
||||||
|
|
||||||
currentForm: UntypedFormGroup = this.fb.group({
|
currentForm: UntypedFormGroup = this.fb.group({
|
||||||
@@ -223,12 +222,6 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
size: number;
|
size: number;
|
||||||
previewUrl: string | null;
|
previewUrl: string | null;
|
||||||
}[] = [];
|
}[] = [];
|
||||||
/** Set only when the saved documents are separately-uploaded "<Proof> — Front"/"— Back"
|
|
||||||
* files (the CKYC tab / client-kyc-step convention) rather than this component's own single
|
|
||||||
* merged-PNG upload — lets the two slots show their own file instead of both showing
|
|
||||||
* whichever one happened to be first. */
|
|
||||||
private existingAddrFrontPreview: string | null = null;
|
|
||||||
private existingAddrBackPreview: string | null = null;
|
|
||||||
|
|
||||||
residenceTypes = [
|
residenceTypes = [
|
||||||
'Owned',
|
'Owned',
|
||||||
@@ -314,10 +307,11 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
this.existingAddressProofDocuments = [];
|
this.existingAddressProofDocuments = [];
|
||||||
if (this.existingKycDocSides.front) this.existingAddressProofDocuments.push(this.existingKycDocSides.front);
|
if (this.existingKycDocSides.front) this.existingAddressProofDocuments.push(this.existingKycDocSides.front);
|
||||||
if (this.existingKycDocSides.back) this.existingAddressProofDocuments.push(this.existingKycDocSides.back);
|
if (this.existingKycDocSides.back) this.existingAddressProofDocuments.push(this.existingKycDocSides.back);
|
||||||
// These already carry their own per-side preview from the KYC step's own mapping —
|
if (this.existingKycDocSides.front?.previewUrl) {
|
||||||
// keep the two slots distinct rather than collapsing them into one shared preview.
|
this.addrMergedPreview = this.existingKycDocSides.front.previewUrl;
|
||||||
this.existingAddrFrontPreview = this.existingKycDocSides.front?.previewUrl || null;
|
} else if (this.existingKycDocSides.back?.previewUrl) {
|
||||||
this.existingAddrBackPreview = this.existingKycDocSides.back?.previewUrl || null;
|
this.addrMergedPreview = this.existingKycDocSides.back.previewUrl;
|
||||||
|
}
|
||||||
this.existingAddressProofIdentifierId = this.existingKycIdentifierId;
|
this.existingAddressProofIdentifierId = this.existingKycIdentifierId;
|
||||||
}
|
}
|
||||||
} else if (this.isAddressProofLinkedToKyc) {
|
} else if (this.isAddressProofLinkedToKyc) {
|
||||||
@@ -333,8 +327,6 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
this.currentForm.patchValue({ documentKey: '', issueDate: null });
|
this.currentForm.patchValue({ documentKey: '', issueDate: null });
|
||||||
this.addrFiles = { front: null, back: null };
|
this.addrFiles = { front: null, back: null };
|
||||||
this.addrMergedPreview = null;
|
this.addrMergedPreview = null;
|
||||||
this.existingAddrFrontPreview = null;
|
|
||||||
this.existingAddrBackPreview = null;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
@@ -364,8 +356,6 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
this.addrFiles = { front: null, back: null };
|
this.addrFiles = { front: null, back: null };
|
||||||
this.addrMergedFile = null;
|
this.addrMergedFile = null;
|
||||||
this.addrMergedPreview = null;
|
this.addrMergedPreview = null;
|
||||||
this.existingAddrFrontPreview = null;
|
|
||||||
this.existingAddrBackPreview = null;
|
|
||||||
this.existingAddressProofIdentifierId = null;
|
this.existingAddressProofIdentifierId = null;
|
||||||
this.existingAddressProofDocuments = [];
|
this.existingAddressProofDocuments = [];
|
||||||
this.addressLoaded = false;
|
this.addressLoaded = false;
|
||||||
@@ -498,7 +488,6 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
proofId: any;
|
proofId: any;
|
||||||
documentKey: string;
|
documentKey: string;
|
||||||
issueDate: string;
|
issueDate: string;
|
||||||
expiryDate: string;
|
|
||||||
files: { slot: string; file: File }[];
|
files: { slot: string; file: File }[];
|
||||||
} {
|
} {
|
||||||
const files: { slot: string; file: File }[] = [];
|
const files: { slot: string; file: File }[] = [];
|
||||||
@@ -511,13 +500,11 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
const rawIssueDate = this.permanentForm.get('issueDate')?.value;
|
const rawIssueDate = this.permanentForm.get('issueDate')?.value;
|
||||||
const rawExpiryDate = this.permanentForm.get('expiryDate')?.value;
|
|
||||||
return {
|
return {
|
||||||
proof: this.selectedAddrProof,
|
proof: this.selectedAddrProof,
|
||||||
proofId: this.permanentForm.get('proofId')?.value || '',
|
proofId: this.permanentForm.get('proofId')?.value || '',
|
||||||
documentKey: this.permanentForm.get('documentKey')?.value || '',
|
documentKey: this.permanentForm.get('documentKey')?.value || '',
|
||||||
issueDate: rawIssueDate ? this.dates.getDate(rawIssueDate) : '',
|
issueDate: rawIssueDate ? this.dates.getDate(rawIssueDate) : '',
|
||||||
expiryDate: rawExpiryDate ? this.dates.getDate(rawExpiryDate) : '',
|
|
||||||
files
|
files
|
||||||
};
|
};
|
||||||
}
|
}
|
||||||
@@ -657,14 +644,7 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
this.tryLinkKycData();
|
this.tryLinkKycData();
|
||||||
return;
|
return;
|
||||||
}
|
}
|
||||||
// Aadhaar, Passport, Voter ID and Driving Licence are valid OVDs for both this slot and
|
const identifier = identifiers.find((i: any) => this.findMatchingProof(i?.documentType?.name));
|
||||||
// the separate identity-proof one (client-kyc-step) — when a client has two such
|
|
||||||
// dual-purpose identifiers, that step always runs first and picks the OLDEST match (the
|
|
||||||
// one on file first, historically the identity proof), so picking the NEWEST match here
|
|
||||||
// lands this step on the other row without the two steps needing to coordinate.
|
|
||||||
const identifier = [...identifiers]
|
|
||||||
.sort((a: any, b: any) => (b?.id ?? 0) - (a?.id ?? 0))
|
|
||||||
.find((i: any) => this.findMatchingProof(i?.documentType?.name));
|
|
||||||
if (!identifier?.id) {
|
if (!identifier?.id) {
|
||||||
this.existingAddressProofCheckComplete = true;
|
this.existingAddressProofCheckComplete = true;
|
||||||
this.tryLinkKycData();
|
this.tryLinkKycData();
|
||||||
@@ -684,19 +664,14 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
proofId: matchedProof.id,
|
proofId: matchedProof.id,
|
||||||
documentKey: identifier.documentKey || ''
|
documentKey: identifier.documentKey || ''
|
||||||
});
|
});
|
||||||
// The description carries "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" when set on
|
// The description carries `Issue date: yyyy-MM-dd` when set on create (see
|
||||||
// create (see create-client.saveAddressProof / CkycTabComponent) — pull both out so the
|
// create-client.saveAddressProof) — pull it out so the form's issueDate field
|
||||||
// form's date fields show what was previously entered. Each match stops at the next
|
// shows what was previously entered.
|
||||||
// comma so adding expiry after issue doesn't get swallowed into the issue-date capture.
|
|
||||||
const desc: string = identifier.description || '';
|
const desc: string = identifier.description || '';
|
||||||
const issueMatch = desc.match(/Issue date:\s*([^,|]+)/i);
|
const issueMatch = desc.match(/Issue date:\s*(.+)$/i);
|
||||||
const expiryMatch = desc.match(/Expiry date:\s*([^,|]+)/i);
|
|
||||||
if (issueMatch) {
|
if (issueMatch) {
|
||||||
this.permanentForm.patchValue({ issueDate: this.dates.parseDate(issueMatch[1].trim()) });
|
this.permanentForm.patchValue({ issueDate: this.dates.parseDate(issueMatch[1].trim()) });
|
||||||
}
|
}
|
||||||
if (expiryMatch) {
|
|
||||||
this.permanentForm.patchValue({ expiryDate: this.dates.parseDate(expiryMatch[1].trim()) });
|
|
||||||
}
|
|
||||||
}
|
}
|
||||||
|
|
||||||
this.clientsService.getClientIdentificationDocuments(this.existingAddressProofIdentifierId).subscribe({
|
this.clientsService.getClientIdentificationDocuments(this.existingAddressProofIdentifierId).subscribe({
|
||||||
@@ -710,29 +685,6 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
size: d.size || 0,
|
size: d.size || 0,
|
||||||
previewUrl: null as string | null
|
previewUrl: null as string | null
|
||||||
}));
|
}));
|
||||||
|
|
||||||
const sideOf = (d: { name: string; fileName: string }): 'front' | 'back' | null => {
|
|
||||||
const text = `${d.name || ''} ${d.fileName || ''}`.toLowerCase();
|
|
||||||
if (text.includes('back')) return 'back';
|
|
||||||
if (text.includes('front')) return 'front';
|
|
||||||
return null;
|
|
||||||
};
|
|
||||||
// Changing the document type (e.g. Aadhaar -> Passport) keeps the old front/back
|
|
||||||
// files attached to this same identifier rather than removing them, so there can be
|
|
||||||
// more than one "— Front"/"— Back" pair on file — sort newest-first before matching
|
|
||||||
// or this would keep showing the very first scan ever uploaded here.
|
|
||||||
const byNewest = [...this.existingAddressProofDocuments].sort((a, b) => Number(b.id) - Number(a.id));
|
|
||||||
const frontDoc = byNewest.find((d) => sideOf(d) === 'front');
|
|
||||||
const backDoc = byNewest.find((d) => sideOf(d) === 'back');
|
|
||||||
|
|
||||||
if (frontDoc || backDoc) {
|
|
||||||
// Separately-uploaded front/back — each side gets its own preview.
|
|
||||||
if (frontDoc) this.downloadAddrSidePreview(frontDoc, 'front');
|
|
||||||
if (backDoc) this.downloadAddrSidePreview(backDoc, 'back');
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
|
|
||||||
// Legacy/single-file case: one combined (or unlabelled) document covers both slots.
|
|
||||||
const firstImage = this.existingAddressProofDocuments.find((d) =>
|
const firstImage = this.existingAddressProofDocuments.find((d) =>
|
||||||
(d.type || '').toLowerCase().startsWith('image/')
|
(d.type || '').toLowerCase().startsWith('image/')
|
||||||
);
|
);
|
||||||
@@ -763,50 +715,6 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
|||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
private downloadAddrSidePreview(doc: { id: string; fileName: string; name: string }, slot: 'front' | 'back'): void {
|
|
||||||
this.clientsService.downloadClientIdentificationDocument(this.existingAddressProofIdentifierId!, doc.id).subscribe({
|
|
||||||
next: async (blob: any) => {
|
|
||||||
const buffer = await blob.arrayBuffer();
|
|
||||||
const bytes = new Uint8Array(buffer);
|
|
||||||
let binary = '';
|
|
||||||
for (let i = 0; i < bytes.length; i++) {
|
|
||||||
binary += String.fromCharCode(bytes[i]);
|
|
||||||
}
|
|
||||||
const url = 'data:' + blob.type + ';base64,' + btoa(binary);
|
|
||||||
if (slot === 'front') this.existingAddrFrontPreview = url;
|
|
||||||
else this.existingAddrBackPreview = url;
|
|
||||||
},
|
|
||||||
error: () => {}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** What the Front slot should show: its own saved file when front/back were uploaded
|
|
||||||
* separately, falling back to the single combined preview for legacy/merged uploads. */
|
|
||||||
get existingAddrFrontSlotPreview(): string | null {
|
|
||||||
return this.existingAddrFrontPreview || this.addrMergedPreview;
|
|
||||||
}
|
|
||||||
|
|
||||||
get existingAddrFrontSlotName(): string {
|
|
||||||
const front = this.existingAddressProofDocuments.find((d) =>
|
|
||||||
`${d.name} ${d.fileName}`.toLowerCase().includes('front')
|
|
||||||
);
|
|
||||||
const doc = front || this.existingAddressProofDocuments[0];
|
|
||||||
return doc?.fileName || doc?.name || '';
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Same as above, for the Back slot. */
|
|
||||||
get existingAddrBackSlotPreview(): string | null {
|
|
||||||
return this.existingAddrBackPreview || this.addrMergedPreview;
|
|
||||||
}
|
|
||||||
|
|
||||||
get existingAddrBackSlotName(): string {
|
|
||||||
const back = this.existingAddressProofDocuments.find((d) =>
|
|
||||||
`${d.name} ${d.fileName}`.toLowerCase().includes('back')
|
|
||||||
);
|
|
||||||
const doc = back || this.existingAddressProofDocuments[0];
|
|
||||||
return doc?.fileName || doc?.name || '';
|
|
||||||
}
|
|
||||||
|
|
||||||
onPinInput(tab: string) {
|
onPinInput(tab: string) {
|
||||||
const form = this.getForm(tab);
|
const form = this.getForm(tab);
|
||||||
const pin = form.get('pinCode')?.value?.replace(/\D/g, '') || '';
|
const pin = form.get('pinCode')?.value?.replace(/\D/g, '') || '';
|
||||||
|
|||||||
@@ -7,7 +7,6 @@
|
|||||||
*/
|
*/
|
||||||
|
|
||||||
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
|
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
|
||||||
import { forkJoin, catchError, of } from 'rxjs';
|
|
||||||
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
|
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
|
||||||
import {
|
import {
|
||||||
MatDialog,
|
MatDialog,
|
||||||
@@ -1267,14 +1266,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
this.loadExistingKycIdentifier(data?.kycDocumentName);
|
this.loadExistingKycIdentifier(data?.kycDocumentName);
|
||||||
},
|
},
|
||||||
error: () => {
|
error: () => {
|
||||||
// No m_client_kyc row yet (e.g. CERSAI sync hasn't run) — that's fine, but the client
|
// No existing KYC — that's fine for new clients
|
||||||
// can still have a KYC-type identifier already on file (uploaded via the CKYC tab,
|
|
||||||
// which writes straight to client_identifier and never touches this record). Look it
|
|
||||||
// up the same way the success branch does, just without a document-name hint.
|
|
||||||
this.kycLoaded = true;
|
this.kycLoaded = true;
|
||||||
this.loadExistingPhoto();
|
|
||||||
this.loadExistingSignature();
|
|
||||||
this.loadExistingKycIdentifier(undefined);
|
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
@@ -1290,13 +1283,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
*/
|
*/
|
||||||
private loadExistingKycIdentifier(kycDocumentName: string | undefined): void {
|
private loadExistingKycIdentifier(kycDocumentName: string | undefined): void {
|
||||||
if (!this.clientId) return;
|
if (!this.clientId) return;
|
||||||
forkJoin({
|
this.clientsService.getClientIdentifiers(this.clientId).subscribe({
|
||||||
identifiers: this.clientsService.getClientIdentifiers(this.clientId),
|
next: (identifiers: any[]) => {
|
||||||
// Only needed to spot the dual-purpose OVD types (Aadhaar/Passport/Voter ID/Driving
|
|
||||||
// Licence) below — a failure here just means that disambiguation step is skipped.
|
|
||||||
proofTypes: this.clientsService.getKycProofTypes().pipe(catchError(() => of({ addressProofs: [] })))
|
|
||||||
}).subscribe({
|
|
||||||
next: ({ identifiers, proofTypes }: { identifiers: any[]; proofTypes: any }) => {
|
|
||||||
if (!identifiers || identifiers.length === 0) return;
|
if (!identifiers || identifiers.length === 0) return;
|
||||||
const cleanStr = (s: string) => (s || '').toLowerCase().replace(/[^a-z0-9]/g, '');
|
const cleanStr = (s: string) => (s || '').toLowerCase().replace(/[^a-z0-9]/g, '');
|
||||||
const isKycType = (i: any) => {
|
const isKycType = (i: any) => {
|
||||||
@@ -1309,13 +1297,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
})
|
})
|
||||||
);
|
);
|
||||||
};
|
};
|
||||||
// Aadhaar, Passport, Voter ID and Driving Licence are valid OVDs for BOTH this slot and
|
|
||||||
// the separate address-proof one (client-india-address-step) — a client with, say, a PAN
|
|
||||||
// identity proof and an Aadhaar address proof has two client_identifier rows that both
|
|
||||||
// pass isKycType. Without a name to go on, prefer whichever candidate is NOT also an
|
|
||||||
// address-proof type, so this slot doesn't grab the other step's file.
|
|
||||||
const addressTypeNames = new Set<string>((proofTypes?.addressProofs || []).map((p: any) => cleanStr(p?.name)));
|
|
||||||
const isAddressType = (i: any) => addressTypeNames.has(cleanStr(i?.documentType?.name));
|
|
||||||
// Re-uploading a KYC document creates a new identifier row rather than updating the
|
// Re-uploading a KYC document creates a new identifier row rather than updating the
|
||||||
// old one in place (same pattern as OVD identifiers), so sort newest-first before
|
// old one in place (same pattern as OVD identifiers), so sort newest-first before
|
||||||
// picking — otherwise a repeat upload of the same document type would keep showing
|
// picking — otherwise a repeat upload of the same document type would keep showing
|
||||||
@@ -1330,15 +1311,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
return name === kName || name.includes(kName) || kName.includes(name);
|
return name === kName || name.includes(kName) || kName.includes(name);
|
||||||
})
|
})
|
||||||
: null;
|
: null;
|
||||||
// Last resort, when EVERY kyc-type candidate is also address-eligible (e.g. a client
|
const identifier = match || sorted.find(isKycType);
|
||||||
// whose identity proof and address proof are both Aadhaar/Passport/Voter ID/Driving
|
|
||||||
// Licence): this stepper always runs before the address step in both the create and
|
|
||||||
// edit wizards, so the identity proof is the one that was on file first — pick the
|
|
||||||
// OLDEST match here, and the address step (client-india-address-step) picks the NEWEST
|
|
||||||
// among ITS own address-eligible candidates, so the two steps land on different rows
|
|
||||||
// without needing to coordinate at runtime.
|
|
||||||
const identifier =
|
|
||||||
match || sorted.find((i) => isKycType(i) && !isAddressType(i)) || [...sorted].reverse().find(isKycType);
|
|
||||||
if (!identifier?.id) return;
|
if (!identifier?.id) return;
|
||||||
|
|
||||||
this.existingKycIdentifierId = identifier.id.toString();
|
this.existingKycIdentifierId = identifier.id.toString();
|
||||||
@@ -1354,19 +1327,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
|||||||
kycDocumentNumber: identifier.documentKey || ''
|
kycDocumentNumber: identifier.documentKey || ''
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
// Same for issue/expiry date — the CKYC tab (and client-india-address-step, for address
|
|
||||||
// proof) write "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" into the identifier's
|
|
||||||
// description; read it back here only to fill in whatever the KYC record itself doesn't
|
|
||||||
// already have, same as the documentKey backfill above.
|
|
||||||
const desc: string = identifier?.description || '';
|
|
||||||
const issueMatch = desc.match(/Issue date:\s*([^,|]+)/i);
|
|
||||||
const expiryMatch = desc.match(/Expiry date:\s*([^,|]+)/i);
|
|
||||||
if (issueMatch && !this.kycForm.get('kycDocIssueDate')?.value) {
|
|
||||||
this.kycForm.patchValue({ kycDocIssueDate: this.parseApiDate(issueMatch[1].trim()) });
|
|
||||||
}
|
|
||||||
if (expiryMatch && !this.kycForm.get('kycDocExpiryDate')?.value) {
|
|
||||||
this.kycForm.patchValue({ kycDocExpiryDate: this.parseApiDate(expiryMatch[1].trim()) });
|
|
||||||
}
|
|
||||||
|
|
||||||
this.clientsService.getClientIdentificationDocuments(this.existingKycIdentifierId).subscribe({
|
this.clientsService.getClientIdentificationDocuments(this.existingKycIdentifierId).subscribe({
|
||||||
next: (docs: any[]) => {
|
next: (docs: any[]) => {
|
||||||
|
|||||||
@@ -187,6 +187,124 @@
|
|||||||
}
|
}
|
||||||
|
|
||||||
<div class="ckyc-upload-grid">
|
<div class="ckyc-upload-grid">
|
||||||
|
<!-- ID Proof Document -->
|
||||||
|
<mat-card class="ckyc-upload-card">
|
||||||
|
<mat-card-content>
|
||||||
|
<div class="ckyc-upload-header">
|
||||||
|
<mat-icon class="ckyc-upload-icon">badge</mat-icon>
|
||||||
|
<span>{{ 'labels.inputs.ID Proof Document' | translate }}</span>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
@if (existing.ID_PROOF.present) {
|
||||||
|
<div class="ckyc-existing">
|
||||||
|
<div class="ckyc-existing__head">
|
||||||
|
<fa-icon icon="check-circle" class="ckyc-existing__ok"></fa-icon>
|
||||||
|
<div>
|
||||||
|
<strong>Already available</strong>
|
||||||
|
<span class="ckyc-existing__source">from {{ existing.ID_PROOF.source }}</span>
|
||||||
|
@if (existing.ID_PROOF.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
@if (existing.ID_PROOF.previewUrl && isImage('ID_PROOF')) {
|
||||||
|
<img [src]="existing.ID_PROOF.previewUrl" alt="ID proof" class="ckyc-existing__thumb" />
|
||||||
|
}
|
||||||
|
@if (existing.ID_PROOF.previewUrl) {
|
||||||
|
<button mat-stroked-button type="button" class="ckyc-existing__view" (click)="openDocument('ID_PROOF')">
|
||||||
|
<fa-icon icon="eye"></fa-icon>
|
||||||
|
View document
|
||||||
|
</button>
|
||||||
|
}
|
||||||
|
<div class="ckyc-existing__meta">
|
||||||
|
<fa-icon icon="file-alt"></fa-icon>
|
||||||
|
<span>{{ existing.ID_PROOF.name }}</span>
|
||||||
|
@if (existing.ID_PROOF.documentKey) {
|
||||||
|
<span class="ckyc-existing__key">{{ existing.ID_PROOF.documentKey }}</span>
|
||||||
|
}
|
||||||
|
@if (existing.ID_PROOF.fileCount && existing.ID_PROOF.fileCount > 0) {
|
||||||
|
<span class="ckyc-existing__count">
|
||||||
|
{{ existing.ID_PROOF.fileCount }}
|
||||||
|
{{ existing.ID_PROOF.fileCount === 1 ? 'file' : 'files' }}
|
||||||
|
</span>
|
||||||
|
}
|
||||||
|
</div>
|
||||||
|
<button
|
||||||
|
mat-stroked-button
|
||||||
|
type="button"
|
||||||
|
class="ckyc-existing__replace"
|
||||||
|
(click)="toggleReplace('ID_PROOF')"
|
||||||
|
>
|
||||||
|
<fa-icon [icon]="existing.ID_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
|
||||||
|
{{ existing.ID_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
|
||||||
|
@if (!existing.ID_PROOF.present || existing.ID_PROOF.expanded) {
|
||||||
|
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
|
||||||
|
<div class="ckyc-file-row">
|
||||||
|
<input
|
||||||
|
type="file"
|
||||||
|
#idProofInput
|
||||||
|
accept=".png,.jpeg,.jpg,.pdf"
|
||||||
|
(change)="onFileSelect($event, 'ID_PROOF')"
|
||||||
|
[style.display]="'none'"
|
||||||
|
/>
|
||||||
|
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
[readonly]="true"
|
||||||
|
[value]="idProofFile?.name || ''"
|
||||||
|
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||||
|
/>
|
||||||
|
</mat-form-field>
|
||||||
|
<button mat-stroked-button type="button" (click)="idProofInput.click()">
|
||||||
|
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||||
|
{{ 'labels.buttons.Browse' | translate }}
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
<button
|
||||||
|
mat-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
[disabled]="!idProofFile || uploading['ID_PROOF']"
|
||||||
|
(click)="uploadDocument('ID_PROOF')"
|
||||||
|
>
|
||||||
|
@if (uploading['ID_PROOF']) {
|
||||||
|
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||||
|
} @else {
|
||||||
|
{{ 'labels.buttons.Upload' | translate }}
|
||||||
|
}
|
||||||
|
</button>
|
||||||
|
@if (uploadErrors['ID_PROOF']) {
|
||||||
|
<div class="ckyc-upload-error">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<span>{{ uploadErrors['ID_PROOF'] }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (uploadResponses['ID_PROOF']) {
|
||||||
|
<div class="ckyc-upload-response">
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['ID_PROOF'].status }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['ID_PROOF'].requestId }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||||
|
{{ uploadResponses['ID_PROOF'].acknowledgementNumber }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||||
|
{{ uploadResponses['ID_PROOF'].processingStatus }}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
}
|
||||||
|
</mat-card-content>
|
||||||
|
</mat-card>
|
||||||
|
|
||||||
<!-- Address Proof Document -->
|
<!-- Address Proof Document -->
|
||||||
<mat-card class="ckyc-upload-card">
|
<mat-card class="ckyc-upload-card">
|
||||||
<mat-card-content>
|
<mat-card-content>
|
||||||
@@ -202,25 +320,24 @@
|
|||||||
<div>
|
<div>
|
||||||
<strong>Already available</strong>
|
<strong>Already available</strong>
|
||||||
<span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span>
|
<span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span>
|
||||||
|
@if (existing.ADDRESS_PROOF.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@if (existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) {
|
@if (existing.ADDRESS_PROOF.previewUrl && isImage('ADDRESS_PROOF')) {
|
||||||
<div class="ckyc-existing__thumbs">
|
<img [src]="existing.ADDRESS_PROOF.previewUrl" alt="Address proof" class="ckyc-existing__thumb" />
|
||||||
@if (existing.ADDRESS_PROOF.previewUrl) {
|
}
|
||||||
<img
|
@if (existing.ADDRESS_PROOF.previewUrl) {
|
||||||
[src]="existing.ADDRESS_PROOF.previewUrl"
|
<button
|
||||||
alt="Address proof scan - front"
|
mat-stroked-button
|
||||||
class="ckyc-existing__thumb"
|
type="button"
|
||||||
/>
|
class="ckyc-existing__view"
|
||||||
}
|
(click)="openDocument('ADDRESS_PROOF')"
|
||||||
@if (existing.ADDRESS_PROOF.previewUrlBack) {
|
>
|
||||||
<img
|
<fa-icon icon="eye"></fa-icon>
|
||||||
[src]="existing.ADDRESS_PROOF.previewUrlBack"
|
View document
|
||||||
alt="Address proof scan - back"
|
</button>
|
||||||
class="ckyc-existing__thumb"
|
|
||||||
/>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
}
|
||||||
<div class="ckyc-existing__meta">
|
<div class="ckyc-existing__meta">
|
||||||
<fa-icon icon="file-alt"></fa-icon>
|
<fa-icon icon="file-alt"></fa-icon>
|
||||||
@@ -235,51 +352,78 @@
|
|||||||
</span>
|
</span>
|
||||||
}
|
}
|
||||||
</div>
|
</div>
|
||||||
@if (cardDate('ADDRESS_PROOF', 'issue') || cardDate('ADDRESS_PROOF', 'expiry')) {
|
|
||||||
<div class="ckyc-existing__dates">
|
|
||||||
@if (cardDate('ADDRESS_PROOF', 'issue')) {
|
|
||||||
<span
|
|
||||||
><fa-icon icon="calendar-check"></fa-icon> Issued {{ cardDate('ADDRESS_PROOF', 'issue') }}</span
|
|
||||||
>
|
|
||||||
}
|
|
||||||
@if (cardDate('ADDRESS_PROOF', 'expiry')) {
|
|
||||||
<span
|
|
||||||
><fa-icon icon="calendar-check"></fa-icon> Expires {{ cardDate('ADDRESS_PROOF', 'expiry') }}</span
|
|
||||||
>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
<button
|
<button
|
||||||
mat-stroked-button
|
mat-stroked-button
|
||||||
type="button"
|
type="button"
|
||||||
class="ckyc-existing__replace"
|
class="ckyc-existing__replace"
|
||||||
(click)="openUploadDialog('ADDRESS_PROOF')"
|
(click)="toggleReplace('ADDRESS_PROOF')"
|
||||||
>
|
>
|
||||||
<fa-icon icon="upload"></fa-icon>
|
<fa-icon [icon]="existing.ADDRESS_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
|
||||||
Upload new version
|
{{ existing.ADDRESS_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="ckyc-missing">
|
|
||||||
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG, PDF</p>
|
|
||||||
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('ADDRESS_PROOF')">
|
|
||||||
<fa-icon icon="upload"></fa-icon>
|
|
||||||
{{ 'labels.buttons.Upload' | translate }}
|
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
@if (uploading['ADDRESS_PROOF']) {
|
@if (!existing.ADDRESS_PROOF.present || existing.ADDRESS_PROOF.expanded) {
|
||||||
<div class="ckyc-uploading">
|
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
|
||||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
<div class="ckyc-file-row">
|
||||||
<span>Uploading…</span>
|
<input
|
||||||
</div>
|
type="file"
|
||||||
}
|
#addressProofInput
|
||||||
@if (uploadErrors['ADDRESS_PROOF']) {
|
accept=".png,.jpeg,.jpg,.pdf"
|
||||||
<div class="ckyc-upload-error">
|
(change)="onFileSelect($event, 'ADDRESS_PROOF')"
|
||||||
<mat-icon>error_outline</mat-icon>
|
[style.display]="'none'"
|
||||||
<span>{{ uploadErrors['ADDRESS_PROOF'] }}</span>
|
/>
|
||||||
|
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
[readonly]="true"
|
||||||
|
[value]="addressProofFile?.name || ''"
|
||||||
|
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||||
|
/>
|
||||||
|
</mat-form-field>
|
||||||
|
<button mat-stroked-button type="button" (click)="addressProofInput.click()">
|
||||||
|
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||||
|
{{ 'labels.buttons.Browse' | translate }}
|
||||||
|
</button>
|
||||||
</div>
|
</div>
|
||||||
|
<button
|
||||||
|
mat-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
[disabled]="!addressProofFile || uploading['ADDRESS_PROOF']"
|
||||||
|
(click)="uploadDocument('ADDRESS_PROOF')"
|
||||||
|
>
|
||||||
|
@if (uploading['ADDRESS_PROOF']) {
|
||||||
|
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||||
|
} @else {
|
||||||
|
{{ 'labels.buttons.Upload' | translate }}
|
||||||
|
}
|
||||||
|
</button>
|
||||||
|
@if (uploadErrors['ADDRESS_PROOF']) {
|
||||||
|
<div class="ckyc-upload-error">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<span>{{ uploadErrors['ADDRESS_PROOF'] }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (uploadResponses['ADDRESS_PROOF']) {
|
||||||
|
<div class="ckyc-upload-response">
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['ADDRESS_PROOF'].status }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['ADDRESS_PROOF'].requestId }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||||
|
{{ uploadResponses['ADDRESS_PROOF'].acknowledgementNumber }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||||
|
{{ uploadResponses['ADDRESS_PROOF'].processingStatus }}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
}
|
}
|
||||||
</mat-card-content>
|
</mat-card-content>
|
||||||
</mat-card>
|
</mat-card>
|
||||||
@@ -299,25 +443,24 @@
|
|||||||
<div>
|
<div>
|
||||||
<strong>Already available</strong>
|
<strong>Already available</strong>
|
||||||
<span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span>
|
<span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span>
|
||||||
|
@if (existing.PHOTO_PROOF.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@if (existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) {
|
@if (existing.PHOTO_PROOF.previewUrl && isImage('PHOTO_PROOF')) {
|
||||||
<div class="ckyc-existing__thumbs">
|
<img [src]="existing.PHOTO_PROOF.previewUrl" alt="Photo proof" class="ckyc-existing__thumb" />
|
||||||
@if (existing.PHOTO_PROOF.previewUrl) {
|
}
|
||||||
<img
|
@if (existing.PHOTO_PROOF.previewUrl) {
|
||||||
[src]="existing.PHOTO_PROOF.previewUrl"
|
<button
|
||||||
alt="ID proof scan - front"
|
mat-stroked-button
|
||||||
class="ckyc-existing__thumb"
|
type="button"
|
||||||
/>
|
class="ckyc-existing__view"
|
||||||
}
|
(click)="openDocument('PHOTO_PROOF')"
|
||||||
@if (existing.PHOTO_PROOF.previewUrlBack) {
|
>
|
||||||
<img
|
<fa-icon icon="eye"></fa-icon>
|
||||||
[src]="existing.PHOTO_PROOF.previewUrlBack"
|
View document
|
||||||
alt="ID proof scan - back"
|
</button>
|
||||||
class="ckyc-existing__thumb"
|
|
||||||
/>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
}
|
||||||
<div class="ckyc-existing__meta">
|
<div class="ckyc-existing__meta">
|
||||||
<fa-icon icon="id-card"></fa-icon>
|
<fa-icon icon="id-card"></fa-icon>
|
||||||
@@ -331,49 +474,78 @@
|
|||||||
</span>
|
</span>
|
||||||
}
|
}
|
||||||
</div>
|
</div>
|
||||||
@if (cardDate('PHOTO_PROOF', 'issue') || cardDate('PHOTO_PROOF', 'expiry')) {
|
|
||||||
<div class="ckyc-existing__dates">
|
|
||||||
@if (cardDate('PHOTO_PROOF', 'issue')) {
|
|
||||||
<span><fa-icon icon="calendar-check"></fa-icon> Issued {{ cardDate('PHOTO_PROOF', 'issue') }}</span>
|
|
||||||
}
|
|
||||||
@if (cardDate('PHOTO_PROOF', 'expiry')) {
|
|
||||||
<span
|
|
||||||
><fa-icon icon="calendar-check"></fa-icon> Expires {{ cardDate('PHOTO_PROOF', 'expiry') }}</span
|
|
||||||
>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
<button
|
<button
|
||||||
mat-stroked-button
|
mat-stroked-button
|
||||||
type="button"
|
type="button"
|
||||||
class="ckyc-existing__replace"
|
class="ckyc-existing__replace"
|
||||||
(click)="openUploadDialog('PHOTO_PROOF')"
|
(click)="toggleReplace('PHOTO_PROOF')"
|
||||||
>
|
>
|
||||||
<fa-icon icon="upload"></fa-icon>
|
<fa-icon [icon]="existing.PHOTO_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
|
||||||
Upload new version
|
{{ existing.PHOTO_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="ckyc-missing">
|
|
||||||
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG, PDF</p>
|
|
||||||
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('PHOTO_PROOF')">
|
|
||||||
<fa-icon icon="upload"></fa-icon>
|
|
||||||
{{ 'labels.buttons.Upload' | translate }}
|
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
@if (uploading['PHOTO_PROOF']) {
|
@if (!existing.PHOTO_PROOF.present || existing.PHOTO_PROOF.expanded) {
|
||||||
<div class="ckyc-uploading">
|
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
|
||||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
<div class="ckyc-file-row">
|
||||||
<span>Uploading…</span>
|
<input
|
||||||
</div>
|
type="file"
|
||||||
}
|
#photoProofInput
|
||||||
@if (uploadErrors['PHOTO_PROOF']) {
|
accept=".png,.jpeg,.jpg,.pdf"
|
||||||
<div class="ckyc-upload-error">
|
(change)="onFileSelect($event, 'PHOTO_PROOF')"
|
||||||
<mat-icon>error_outline</mat-icon>
|
[style.display]="'none'"
|
||||||
<span>{{ uploadErrors['PHOTO_PROOF'] }}</span>
|
/>
|
||||||
|
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
[readonly]="true"
|
||||||
|
[value]="photoProofFile?.name || ''"
|
||||||
|
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||||
|
/>
|
||||||
|
</mat-form-field>
|
||||||
|
<button mat-stroked-button type="button" (click)="photoProofInput.click()">
|
||||||
|
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||||
|
{{ 'labels.buttons.Browse' | translate }}
|
||||||
|
</button>
|
||||||
</div>
|
</div>
|
||||||
|
<button
|
||||||
|
mat-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
[disabled]="!photoProofFile || uploading['PHOTO_PROOF']"
|
||||||
|
(click)="uploadDocument('PHOTO_PROOF')"
|
||||||
|
>
|
||||||
|
@if (uploading['PHOTO_PROOF']) {
|
||||||
|
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||||
|
} @else {
|
||||||
|
{{ 'labels.buttons.Upload' | translate }}
|
||||||
|
}
|
||||||
|
</button>
|
||||||
|
@if (uploadErrors['PHOTO_PROOF']) {
|
||||||
|
<div class="ckyc-upload-error">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<span>{{ uploadErrors['PHOTO_PROOF'] }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (uploadResponses['PHOTO_PROOF']) {
|
||||||
|
<div class="ckyc-upload-response">
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['PHOTO_PROOF'].status }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['PHOTO_PROOF'].requestId }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||||
|
{{ uploadResponses['PHOTO_PROOF'].acknowledgementNumber }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||||
|
{{ uploadResponses['PHOTO_PROOF'].processingStatus }}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
}
|
}
|
||||||
</mat-card-content>
|
</mat-card-content>
|
||||||
</mat-card>
|
</mat-card>
|
||||||
@@ -393,42 +565,95 @@
|
|||||||
<div>
|
<div>
|
||||||
<strong>Already available</strong>
|
<strong>Already available</strong>
|
||||||
<span class="ckyc-existing__source">from {{ existing.CLIENT_IMAGE.source }}</span>
|
<span class="ckyc-existing__source">from {{ existing.CLIENT_IMAGE.source }}</span>
|
||||||
|
@if (existing.CLIENT_IMAGE.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@if (existing.CLIENT_IMAGE.previewUrl) {
|
@if (existing.CLIENT_IMAGE.previewUrl) {
|
||||||
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
|
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
|
||||||
|
<button
|
||||||
|
mat-stroked-button
|
||||||
|
type="button"
|
||||||
|
class="ckyc-existing__view"
|
||||||
|
(click)="openDocument('CLIENT_IMAGE')"
|
||||||
|
>
|
||||||
|
<fa-icon icon="eye"></fa-icon>
|
||||||
|
View document
|
||||||
|
</button>
|
||||||
}
|
}
|
||||||
<button
|
<button
|
||||||
mat-stroked-button
|
mat-stroked-button
|
||||||
type="button"
|
type="button"
|
||||||
class="ckyc-existing__replace"
|
class="ckyc-existing__replace"
|
||||||
(click)="openUploadDialog('CLIENT_IMAGE')"
|
(click)="toggleReplace('CLIENT_IMAGE')"
|
||||||
>
|
>
|
||||||
<fa-icon icon="upload"></fa-icon>
|
<fa-icon [icon]="existing.CLIENT_IMAGE.expanded ? 'times' : 'upload'"></fa-icon>
|
||||||
Upload new version
|
{{ existing.CLIENT_IMAGE.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="ckyc-missing">
|
|
||||||
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG</p>
|
|
||||||
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('CLIENT_IMAGE')">
|
|
||||||
<fa-icon icon="upload"></fa-icon>
|
|
||||||
{{ 'labels.buttons.Upload' | translate }}
|
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
@if (uploading['CLIENT_IMAGE']) {
|
@if (!existing.CLIENT_IMAGE.present || existing.CLIENT_IMAGE.expanded) {
|
||||||
<div class="ckyc-uploading">
|
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG</p>
|
||||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
<div class="ckyc-file-row">
|
||||||
<span>Uploading…</span>
|
<input
|
||||||
</div>
|
type="file"
|
||||||
}
|
#clientImageInput
|
||||||
@if (uploadErrors['CLIENT_IMAGE']) {
|
accept=".png,.jpeg,.jpg"
|
||||||
<div class="ckyc-upload-error">
|
(change)="onFileSelect($event, 'CLIENT_IMAGE')"
|
||||||
<mat-icon>error_outline</mat-icon>
|
[style.display]="'none'"
|
||||||
<span>{{ uploadErrors['CLIENT_IMAGE'] }}</span>
|
/>
|
||||||
|
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
[readonly]="true"
|
||||||
|
[value]="clientImageFile?.name || ''"
|
||||||
|
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||||
|
/>
|
||||||
|
</mat-form-field>
|
||||||
|
<button mat-stroked-button type="button" (click)="clientImageInput.click()">
|
||||||
|
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||||
|
{{ 'labels.buttons.Browse' | translate }}
|
||||||
|
</button>
|
||||||
</div>
|
</div>
|
||||||
|
<button
|
||||||
|
mat-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
[disabled]="!clientImageFile || uploading['CLIENT_IMAGE']"
|
||||||
|
(click)="uploadDocument('CLIENT_IMAGE')"
|
||||||
|
>
|
||||||
|
@if (uploading['CLIENT_IMAGE']) {
|
||||||
|
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||||
|
} @else {
|
||||||
|
{{ 'labels.buttons.Upload' | translate }}
|
||||||
|
}
|
||||||
|
</button>
|
||||||
|
@if (uploadErrors['CLIENT_IMAGE']) {
|
||||||
|
<div class="ckyc-upload-error">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<span>{{ uploadErrors['CLIENT_IMAGE'] }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (uploadResponses['CLIENT_IMAGE']) {
|
||||||
|
<div class="ckyc-upload-response">
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['CLIENT_IMAGE'].status }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['CLIENT_IMAGE'].requestId }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||||
|
{{ uploadResponses['CLIENT_IMAGE'].acknowledgementNumber }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||||
|
{{ uploadResponses['CLIENT_IMAGE'].processingStatus }}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
}
|
}
|
||||||
</mat-card-content>
|
</mat-card-content>
|
||||||
</mat-card>
|
</mat-card>
|
||||||
@@ -448,6 +673,9 @@
|
|||||||
<div>
|
<div>
|
||||||
<strong>Already available</strong>
|
<strong>Already available</strong>
|
||||||
<span class="ckyc-existing__source">from {{ existing.CLIENT_SIGNATURE.source }}</span>
|
<span class="ckyc-existing__source">from {{ existing.CLIENT_SIGNATURE.source }}</span>
|
||||||
|
@if (existing.CLIENT_SIGNATURE.previewUnavailable) {
|
||||||
|
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||||
|
}
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
@if (existing.CLIENT_SIGNATURE.previewUrl) {
|
@if (existing.CLIENT_SIGNATURE.previewUrl) {
|
||||||
@@ -457,6 +685,17 @@
|
|||||||
class="ckyc-existing__thumb ckyc-existing__thumb--wide"
|
class="ckyc-existing__thumb ckyc-existing__thumb--wide"
|
||||||
/>
|
/>
|
||||||
}
|
}
|
||||||
|
@if (existing.CLIENT_SIGNATURE.previewUrl) {
|
||||||
|
<button
|
||||||
|
mat-stroked-button
|
||||||
|
type="button"
|
||||||
|
class="ckyc-existing__view"
|
||||||
|
(click)="openDocument('CLIENT_SIGNATURE')"
|
||||||
|
>
|
||||||
|
<fa-icon icon="eye"></fa-icon>
|
||||||
|
View document
|
||||||
|
</button>
|
||||||
|
}
|
||||||
<div class="ckyc-existing__meta">
|
<div class="ckyc-existing__meta">
|
||||||
<fa-icon icon="file-signature"></fa-icon>
|
<fa-icon icon="file-signature"></fa-icon>
|
||||||
<span>{{ existing.CLIENT_SIGNATURE.name }}</span>
|
<span>{{ existing.CLIENT_SIGNATURE.name }}</span>
|
||||||
@@ -465,33 +704,75 @@
|
|||||||
mat-stroked-button
|
mat-stroked-button
|
||||||
type="button"
|
type="button"
|
||||||
class="ckyc-existing__replace"
|
class="ckyc-existing__replace"
|
||||||
(click)="openUploadDialog('CLIENT_SIGNATURE')"
|
(click)="toggleReplace('CLIENT_SIGNATURE')"
|
||||||
>
|
>
|
||||||
<fa-icon icon="upload"></fa-icon>
|
<fa-icon [icon]="existing.CLIENT_SIGNATURE.expanded ? 'times' : 'upload'"></fa-icon>
|
||||||
Upload new version
|
{{ existing.CLIENT_SIGNATURE.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="ckyc-missing">
|
|
||||||
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG</p>
|
|
||||||
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('CLIENT_SIGNATURE')">
|
|
||||||
<fa-icon icon="upload"></fa-icon>
|
|
||||||
{{ 'labels.buttons.Upload' | translate }}
|
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
@if (uploading['CLIENT_SIGNATURE']) {
|
@if (!existing.CLIENT_SIGNATURE.present || existing.CLIENT_SIGNATURE.expanded) {
|
||||||
<div class="ckyc-uploading">
|
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG</p>
|
||||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
<div class="ckyc-file-row">
|
||||||
<span>Uploading…</span>
|
<input
|
||||||
</div>
|
type="file"
|
||||||
}
|
#clientSignatureInput
|
||||||
@if (uploadErrors['CLIENT_SIGNATURE']) {
|
accept=".png,.jpeg,.jpg"
|
||||||
<div class="ckyc-upload-error">
|
(change)="onFileSelect($event, 'CLIENT_SIGNATURE')"
|
||||||
<mat-icon>error_outline</mat-icon>
|
[style.display]="'none'"
|
||||||
<span>{{ uploadErrors['CLIENT_SIGNATURE'] }}</span>
|
/>
|
||||||
|
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||||
|
<input
|
||||||
|
matInput
|
||||||
|
[readonly]="true"
|
||||||
|
[value]="clientSignatureFile?.name || ''"
|
||||||
|
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||||
|
/>
|
||||||
|
</mat-form-field>
|
||||||
|
<button mat-stroked-button type="button" (click)="clientSignatureInput.click()">
|
||||||
|
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||||
|
{{ 'labels.buttons.Browse' | translate }}
|
||||||
|
</button>
|
||||||
</div>
|
</div>
|
||||||
|
<button
|
||||||
|
mat-raised-button
|
||||||
|
color="primary"
|
||||||
|
type="button"
|
||||||
|
[disabled]="!clientSignatureFile || uploading['CLIENT_SIGNATURE']"
|
||||||
|
(click)="uploadDocument('CLIENT_SIGNATURE')"
|
||||||
|
>
|
||||||
|
@if (uploading['CLIENT_SIGNATURE']) {
|
||||||
|
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||||
|
} @else {
|
||||||
|
{{ 'labels.buttons.Upload' | translate }}
|
||||||
|
}
|
||||||
|
</button>
|
||||||
|
@if (uploadErrors['CLIENT_SIGNATURE']) {
|
||||||
|
<div class="ckyc-upload-error">
|
||||||
|
<mat-icon>error_outline</mat-icon>
|
||||||
|
<span>{{ uploadErrors['CLIENT_SIGNATURE'] }}</span>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
|
@if (uploadResponses['CLIENT_SIGNATURE']) {
|
||||||
|
<div class="ckyc-upload-response">
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['CLIENT_SIGNATURE'].status }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Request ID' | translate }}:</b>
|
||||||
|
{{ uploadResponses['CLIENT_SIGNATURE'].requestId }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||||
|
{{ uploadResponses['CLIENT_SIGNATURE'].acknowledgementNumber }}
|
||||||
|
</p>
|
||||||
|
<p>
|
||||||
|
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||||
|
{{ uploadResponses['CLIENT_SIGNATURE'].processingStatus }}
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
}
|
||||||
}
|
}
|
||||||
</mat-card-content>
|
</mat-card-content>
|
||||||
</mat-card>
|
</mat-card>
|
||||||
|
|||||||
@@ -553,21 +553,15 @@
|
|||||||
margin: 0 0 12px;
|
margin: 0 0 12px;
|
||||||
}
|
}
|
||||||
|
|
||||||
.ckyc-missing {
|
.ckyc-file-row {
|
||||||
margin-top: 14px;
|
|
||||||
display: flex;
|
display: flex;
|
||||||
flex-direction: column;
|
|
||||||
gap: 10px;
|
|
||||||
align-items: flex-start;
|
align-items: flex-start;
|
||||||
|
gap: 8px;
|
||||||
|
margin-bottom: 12px;
|
||||||
}
|
}
|
||||||
|
|
||||||
.ckyc-uploading {
|
.ckyc-file-name-field {
|
||||||
display: flex;
|
flex: 1;
|
||||||
align-items: center;
|
|
||||||
gap: 8px;
|
|
||||||
margin-top: 10px;
|
|
||||||
font-size: 12px;
|
|
||||||
color: #5f6368;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
.ckyc-upload-error {
|
.ckyc-upload-error {
|
||||||
@@ -589,6 +583,19 @@
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
|
.ckyc-upload-response {
|
||||||
|
margin-top: 12px;
|
||||||
|
padding: 10px 14px;
|
||||||
|
background-color: #e8f5e9;
|
||||||
|
border: 1px solid #a5d6a7;
|
||||||
|
border-radius: 8px;
|
||||||
|
font-size: 12px;
|
||||||
|
|
||||||
|
p {
|
||||||
|
margin: 4px 0;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
@media (width <= 900px) {
|
@media (width <= 900px) {
|
||||||
.ckyc-upload-grid {
|
.ckyc-upload-grid {
|
||||||
grid-template-columns: 1fr;
|
grid-template-columns: 1fr;
|
||||||
@@ -603,6 +610,14 @@
|
|||||||
.ckyc-upload-grid {
|
.ckyc-upload-grid {
|
||||||
grid-template-columns: 1fr;
|
grid-template-columns: 1fr;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
.ckyc-file-row {
|
||||||
|
flex-direction: column;
|
||||||
|
}
|
||||||
|
|
||||||
|
.ckyc-file-name-field {
|
||||||
|
width: 100%;
|
||||||
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
/* ===================== Already-available banners ===================== */
|
/* ===================== Already-available banners ===================== */
|
||||||
@@ -623,6 +638,35 @@
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/* Opens the uploaded artefact full size in a new tab. Sits directly under the thumbnail, and is
|
||||||
|
the only way to inspect a PDF - which cannot render as an inline <img>. */
|
||||||
|
.ckyc-existing__view {
|
||||||
|
align-self: flex-start;
|
||||||
|
color: #1d6fd0;
|
||||||
|
border-color: #bcd8f5;
|
||||||
|
background: #fff;
|
||||||
|
font-size: 13px;
|
||||||
|
font-weight: 600;
|
||||||
|
|
||||||
|
&:hover {
|
||||||
|
background: #eef6ff;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Shown when a document row exists but its file could not be fetched from the content store,
|
||||||
|
so "Already available" is not silently misleading. */
|
||||||
|
.ckyc-existing__warn {
|
||||||
|
display: inline-block;
|
||||||
|
margin-left: 8px;
|
||||||
|
padding: 1px 8px;
|
||||||
|
border-radius: 10px;
|
||||||
|
background: #fdecec;
|
||||||
|
border: 1px solid #f3c2c2;
|
||||||
|
color: #a12b2b;
|
||||||
|
font-size: 11px;
|
||||||
|
font-weight: 600;
|
||||||
|
}
|
||||||
|
|
||||||
.ckyc-existing {
|
.ckyc-existing {
|
||||||
display: flex;
|
display: flex;
|
||||||
flex-direction: column;
|
flex-direction: column;
|
||||||
@@ -716,34 +760,6 @@
|
|||||||
letter-spacing: 0.3px;
|
letter-spacing: 0.3px;
|
||||||
}
|
}
|
||||||
|
|
||||||
&__thumbs {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
gap: 10px;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__dates {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
font-size: 11px;
|
|
||||||
color: #0f6e56;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
|
|
||||||
span {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 5px;
|
|
||||||
}
|
|
||||||
|
|
||||||
fa-icon {
|
|
||||||
color: #1d9e75;
|
|
||||||
font-size: 11px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__thumb {
|
&__thumb {
|
||||||
width: 100px;
|
width: 100px;
|
||||||
height: 100px;
|
height: 100px;
|
||||||
|
|||||||
@@ -9,37 +9,78 @@
|
|||||||
/** Angular Imports */
|
/** Angular Imports */
|
||||||
import { Component, OnInit, OnDestroy, inject } from '@angular/core';
|
import { Component, OnInit, OnDestroy, inject } from '@angular/core';
|
||||||
import { ActivatedRoute } from '@angular/router';
|
import { ActivatedRoute } from '@angular/router';
|
||||||
import { Subject, Observable, takeUntil, catchError, of, forkJoin } from 'rxjs';
|
import { Subject, takeUntil, catchError, of } from 'rxjs';
|
||||||
|
|
||||||
/** Custom Services */
|
/** Custom Services */
|
||||||
import { ClientsService } from '../../clients.service';
|
import { ClientsService } from '../../clients.service';
|
||||||
import { AlertService } from 'app/core/alert/alert.service';
|
import { AlertService } from 'app/core/alert/alert.service';
|
||||||
import { MatIcon } from '@angular/material/icon';
|
import { MatIcon } from '@angular/material/icon';
|
||||||
import { MatProgressSpinner } from '@angular/material/progress-spinner';
|
import { MatProgressSpinner } from '@angular/material/progress-spinner';
|
||||||
import { MatDialog } from '@angular/material/dialog';
|
|
||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
import { Dates } from 'app/core/utils/dates';
|
|
||||||
import { ProofType, normalizeProofType } from '../../shared/kyc-proof-types';
|
|
||||||
import { CkycUploadDialogComponent, CkycUploadDialogResult } from './ckyc-upload-dialog/ckyc-upload-dialog.component';
|
|
||||||
|
|
||||||
interface ExistingArtefact {
|
interface ExistingArtefact {
|
||||||
present: boolean;
|
present: boolean;
|
||||||
name?: string;
|
name?: string;
|
||||||
source?: string;
|
source?: string;
|
||||||
previewUrl?: string;
|
previewUrl?: string;
|
||||||
previewUrlBack?: string;
|
|
||||||
documentId?: string;
|
documentId?: string;
|
||||||
documentTypeId?: string;
|
|
||||||
documentKey?: string;
|
documentKey?: string;
|
||||||
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention client-india-address-step
|
|
||||||
* already writes/reads for address proof; now shared by the photo/identity proof too. */
|
|
||||||
description?: string;
|
|
||||||
fileCount?: number;
|
fileCount?: number;
|
||||||
|
expanded?: boolean;
|
||||||
|
/** Set when the stored file could not be fetched - the row exists but its content is gone. */
|
||||||
|
previewUnavailable?: boolean;
|
||||||
|
/** Stored MIME type, so the card knows whether it can render an inline thumbnail. */
|
||||||
|
mimeType?: string;
|
||||||
}
|
}
|
||||||
|
|
||||||
type ProofKind = 'ADDRESS_PROOF' | 'PHOTO_PROOF';
|
/**
|
||||||
type CkycDocKind = ProofKind | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
|
* Multipart `name` / `description` sent for each CKYC artefact type.
|
||||||
|
*
|
||||||
|
* The platform has no CKYC-specific document API; these are stored through the generic
|
||||||
|
* DocumentApiResource, whose contract carries no document-type field. The artefact type therefore
|
||||||
|
* travels in `name`, which is the same mechanism the client signature already uses - so
|
||||||
|
* `CLIENT_SIGNATURE` deliberately reuses the existing `clientSignature` value that
|
||||||
|
* loadExistingArtefacts() (and uploadClientSignatureImage()) match on. Changing that string would
|
||||||
|
* orphan every previously uploaded signature.
|
||||||
|
*/
|
||||||
|
export type CkycDocumentType = 'ID_PROOF' | 'ADDRESS_PROOF' | 'PHOTO_PROOF' | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
|
||||||
|
|
||||||
|
const CKYC_DOCUMENT_META: Record<CkycDocumentType, { name: string; description: string }> = {
|
||||||
|
ID_PROOF: { name: 'ckycIdProof', description: 'CKYC ID proof' },
|
||||||
|
ADDRESS_PROOF: { name: 'ckycAddressProof', description: 'CKYC address proof' },
|
||||||
|
PHOTO_PROOF: { name: 'ckycPhotoProof', description: 'CKYC photo proof' },
|
||||||
|
CLIENT_IMAGE: { name: 'ckycClientImage', description: 'CKYC client photograph' },
|
||||||
|
CLIENT_SIGNATURE: { name: 'clientSignature', description: 'Client signature' }
|
||||||
|
};
|
||||||
|
|
||||||
|
const CKYC_DOCUMENT_TYPES = Object.keys(CKYC_DOCUMENT_META) as CkycDocumentType[];
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Client-side upload guards, kept deliberately in step with the backend so a file that passes here
|
||||||
|
* is not rejected server-side:
|
||||||
|
* - 5 MB matches `spring.servlet.multipart.max-file-size`
|
||||||
|
* - the extension list is the intersection of the backend `fineract.content.regex-whitelist`
|
||||||
|
* with what these cards can actually render.
|
||||||
|
* `accept=` on the input is only a file-picker hint and is trivially bypassed, so the real check
|
||||||
|
* lives in onFileSelect().
|
||||||
|
*/
|
||||||
|
const MAX_UPLOAD_BYTES = 5 * 1024 * 1024;
|
||||||
|
const IMAGE_EXTENSIONS = [
|
||||||
|
'png',
|
||||||
|
'jpeg',
|
||||||
|
'jpg'
|
||||||
|
];
|
||||||
|
const DOCUMENT_EXTENSIONS = [
|
||||||
|
...IMAGE_EXTENSIONS,
|
||||||
|
'pdf'
|
||||||
|
];
|
||||||
|
|
||||||
|
/** Types whose card renders an inline <img> preview, so a PDF would not display. */
|
||||||
|
const IMAGE_ONLY_TYPES: CkycDocumentType[] = [
|
||||||
|
'CLIENT_IMAGE',
|
||||||
|
'CLIENT_SIGNATURE'
|
||||||
|
];
|
||||||
|
|
||||||
@Component({
|
@Component({
|
||||||
selector: 'mifosx-ckyc-tab',
|
selector: 'mifosx-ckyc-tab',
|
||||||
@@ -57,8 +98,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
private route = inject(ActivatedRoute);
|
private route = inject(ActivatedRoute);
|
||||||
private clientsService = inject(ClientsService);
|
private clientsService = inject(ClientsService);
|
||||||
private alertService = inject(AlertService);
|
private alertService = inject(AlertService);
|
||||||
private dialog = inject(MatDialog);
|
|
||||||
private dates = inject(Dates);
|
|
||||||
|
|
||||||
private destroy$ = new Subject<void>();
|
private destroy$ = new Subject<void>();
|
||||||
|
|
||||||
@@ -92,55 +131,37 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
return this.panVerified && this.aadhaarVerified;
|
return this.panVerified && this.aadhaarVerified;
|
||||||
}
|
}
|
||||||
|
|
||||||
/** Pre-existing artefacts detected from client data */
|
/** CKYC artefacts already uploaded for this client, keyed by artefact type. */
|
||||||
existing: Record<CkycDocKind, ExistingArtefact> = {
|
existing: Record<CkycDocumentType, ExistingArtefact> = {
|
||||||
|
ID_PROOF: { present: false },
|
||||||
ADDRESS_PROOF: { present: false },
|
ADDRESS_PROOF: { present: false },
|
||||||
PHOTO_PROOF: { present: false },
|
PHOTO_PROOF: { present: false },
|
||||||
CLIENT_IMAGE: { present: false },
|
CLIENT_IMAGE: { present: false },
|
||||||
CLIENT_SIGNATURE: { present: false }
|
CLIENT_SIGNATURE: { present: false }
|
||||||
};
|
};
|
||||||
|
|
||||||
/** Document-type options for the proof pickers, fetched once from /kyc/proof-types */
|
|
||||||
addressProofOptions: ProofType[] = [];
|
|
||||||
idProofOptions: ProofType[] = [];
|
|
||||||
|
|
||||||
/** Document type currently selected in each proof card's picker */
|
|
||||||
selectedProofType: Record<ProofKind, ProofType | null> = {
|
|
||||||
ADDRESS_PROOF: null,
|
|
||||||
PHOTO_PROOF: null
|
|
||||||
};
|
|
||||||
|
|
||||||
/** Front/back files staged for the two proof cards; other cards keep a single file each */
|
|
||||||
docFiles: Record<ProofKind, { front: File | null; back: File | null }> = {
|
|
||||||
ADDRESS_PROOF: { front: null, back: null },
|
|
||||||
PHOTO_PROOF: { front: null, back: null }
|
|
||||||
};
|
|
||||||
|
|
||||||
/** Document number + issue/expiry dates staged from the upload dialog, same fields client
|
|
||||||
* creation collects for a KYC/address proof — persisted onto the identifier's documentKey
|
|
||||||
* and description ("Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd"). */
|
|
||||||
private documentDetails: Record<
|
|
||||||
ProofKind,
|
|
||||||
{ documentKey: string; issueDate: string | null; expiryDate: string | null }
|
|
||||||
> = {
|
|
||||||
ADDRESS_PROOF: { documentKey: '', issueDate: null, expiryDate: null },
|
|
||||||
PHOTO_PROOF: { documentKey: '', issueDate: null, expiryDate: null }
|
|
||||||
};
|
|
||||||
|
|
||||||
/** File references */
|
/** File references */
|
||||||
|
idProofFile: File | null = null;
|
||||||
|
addressProofFile: File | null = null;
|
||||||
|
photoProofFile: File | null = null;
|
||||||
clientImageFile: File | null = null;
|
clientImageFile: File | null = null;
|
||||||
clientSignatureFile: File | null = null;
|
clientSignatureFile: File | null = null;
|
||||||
|
|
||||||
/** Per-document upload state */
|
/** Per-document upload state */
|
||||||
uploading: { [key: string]: boolean } = {
|
uploading: { [key: string]: boolean } = {
|
||||||
|
ID_PROOF: false,
|
||||||
ADDRESS_PROOF: false,
|
ADDRESS_PROOF: false,
|
||||||
PHOTO_PROOF: false,
|
PHOTO_PROOF: false,
|
||||||
CLIENT_IMAGE: false,
|
CLIENT_IMAGE: false,
|
||||||
CLIENT_SIGNATURE: false
|
CLIENT_SIGNATURE: false
|
||||||
};
|
};
|
||||||
|
|
||||||
|
/** Per-document upload response */
|
||||||
|
uploadResponses: { [key: string]: any } = {};
|
||||||
|
|
||||||
/** Per-document error messages */
|
/** Per-document error messages */
|
||||||
uploadErrors: { [key: string]: string | null } = {
|
uploadErrors: { [key: string]: string | null } = {
|
||||||
|
ID_PROOF: null,
|
||||||
ADDRESS_PROOF: null,
|
ADDRESS_PROOF: null,
|
||||||
PHOTO_PROOF: null,
|
PHOTO_PROOF: null,
|
||||||
CLIENT_IMAGE: null,
|
CLIENT_IMAGE: null,
|
||||||
@@ -242,168 +263,191 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Fetch photo (profile image), signature (client document),
|
* Loads every CKYC artefact from the client's documents (`m_document`), which is the single
|
||||||
* ID proof and address proof (client identifiers) so already-uploaded
|
* source of truth for this screen: each card matches the `name` its own upload writes, so what
|
||||||
* artefacts are shown here instead of forcing re-upload.
|
* the checker sees is exactly what CKYC stored.
|
||||||
|
*
|
||||||
|
* Deliberately does NOT read the profile image or client identifiers any more. Those belong to
|
||||||
|
* client registration and the Identities section; reading them here showed artefacts this screen
|
||||||
|
* had never uploaded, and hid the ones it had. Those other screens are untouched.
|
||||||
|
*
|
||||||
|
* A client can accumulate several rows for one artefact (older uploads pre-date replacement, and
|
||||||
|
* the signature is also written by client registration), so the newest row - highest `id` - wins.
|
||||||
*/
|
*/
|
||||||
private loadExistingArtefacts(): void {
|
private loadExistingArtefacts(): void {
|
||||||
this.checkingExisting = true;
|
this.checkingExisting = true;
|
||||||
|
|
||||||
forkJoin({
|
this.clientsService
|
||||||
photo: this.clientsService.getClientProfileImage(this.clientId).pipe(catchError(() => of(null))),
|
.getClientDocuments(this.clientId)
|
||||||
documents: this.clientsService.getClientDocuments(this.clientId).pipe(catchError(() => of([]))),
|
.pipe(
|
||||||
identifiers: this.clientsService.getClientIdentifiers(this.clientId).pipe(catchError(() => of([]))),
|
takeUntil(this.destroy$),
|
||||||
proofTypes: this.clientsService.getKycProofTypes().pipe(catchError(() => of({ idProofs: [], addressProofs: [] })))
|
catchError(() => of([]))
|
||||||
})
|
)
|
||||||
.pipe(takeUntil(this.destroy$))
|
.subscribe((documents: any) => {
|
||||||
.subscribe(({ photo, documents, identifiers, proofTypes }) => {
|
|
||||||
this.checkingExisting = false;
|
this.checkingExisting = false;
|
||||||
|
|
||||||
// 1. Photo / image of client — from m_client.image_id
|
const list: any[] = Array.isArray(documents) ? documents : (documents?.pageItems ?? []);
|
||||||
if (photo && typeof photo === 'string' && photo.length > 0) {
|
|
||||||
this.existing.CLIENT_IMAGE = {
|
|
||||||
present: true,
|
|
||||||
source: 'Client registration',
|
|
||||||
previewUrl: photo,
|
|
||||||
name: 'Profile photo'
|
|
||||||
};
|
|
||||||
}
|
|
||||||
|
|
||||||
// 2. Signature — client document with name='clientSignature'. Multiple rows can exist
|
for (const type of CKYC_DOCUMENT_TYPES) {
|
||||||
// for clients who re-cropped/replaced their signature before uploads became single-slot,
|
const expectedName = CKYC_DOCUMENT_META[type].name;
|
||||||
// so pick the highest id (latest) rather than the first unordered match.
|
|
||||||
const signatureDoc = (documents as any[])
|
|
||||||
?.filter((d: any) => d?.name === 'clientSignature')
|
|
||||||
?.sort((a: any, b: any) => b.id - a.id)?.[0];
|
|
||||||
if (signatureDoc) {
|
|
||||||
this.existing.CLIENT_SIGNATURE = {
|
|
||||||
present: true,
|
|
||||||
source: 'Client registration',
|
|
||||||
name: signatureDoc.fileName || 'Client signature',
|
|
||||||
documentId: signatureDoc.id
|
|
||||||
};
|
|
||||||
// Fetch blob for preview
|
|
||||||
this.clientsService
|
|
||||||
.getClientSignatureImage(this.clientId, signatureDoc.id)
|
|
||||||
.pipe(takeUntil(this.destroy$))
|
|
||||||
.subscribe({
|
|
||||||
next: (blob: any) => {
|
|
||||||
if (blob) {
|
|
||||||
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
|
||||||
}
|
|
||||||
},
|
|
||||||
error: () => undefined
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
// 3 & 4. ID proof + Address proof — client identifiers classified via proof-types
|
const doc = list
|
||||||
this.idProofOptions = (proofTypes?.idProofs || []).map((p: any) => normalizeProofType(p));
|
.filter((d: any) => d?.name === expectedName)
|
||||||
this.addressProofOptions = (proofTypes?.addressProofs || []).map((p: any) => normalizeProofType(p));
|
.sort((a: any, b: any) => (b?.id ?? 0) - (a?.id ?? 0))[0];
|
||||||
const idProofIds = new Set<string>((proofTypes?.idProofs || []).map((p: any) => String(p.id)));
|
|
||||||
const addressProofIds = new Set<string>((proofTypes?.addressProofs || []).map((p: any) => String(p.id)));
|
|
||||||
|
|
||||||
const idList = Array.isArray(identifiers) ? identifiers : (identifiers as any)?.pageItems || [];
|
if (!doc) {
|
||||||
|
// No upload yet for this artefact - leave the card in its empty state.
|
||||||
for (const identity of idList) {
|
this.existing[type] = { present: false };
|
||||||
const docTypeId = String(identity?.documentType?.id ?? '');
|
continue;
|
||||||
const isActive =
|
|
||||||
!identity?.status ||
|
|
||||||
identity?.status?.code === 'clientIdentifierStatusType.active' ||
|
|
||||||
identity?.status === 'clientIdentifierStatusType.active' ||
|
|
||||||
identity?.status === 'Active';
|
|
||||||
if (!isActive) continue;
|
|
||||||
|
|
||||||
const proofName = identity?.documentType?.name || 'Identifier';
|
|
||||||
// Address proof documentKey is auto-generated as "<ProofName> - <clientId>"
|
|
||||||
// in identities-tab; hide it when it's just that synthetic key.
|
|
||||||
const rawKey = identity?.documentKey || '';
|
|
||||||
const isSyntheticKey = rawKey.startsWith(`${proofName} - `);
|
|
||||||
const common = {
|
|
||||||
present: true,
|
|
||||||
source: 'Identities section',
|
|
||||||
name: proofName,
|
|
||||||
documentKey: isSyntheticKey ? '' : rawKey,
|
|
||||||
documentId: identity?.id,
|
|
||||||
documentTypeId: docTypeId,
|
|
||||||
description: identity?.description || '',
|
|
||||||
fileCount: (identity?.documents || []).length
|
|
||||||
};
|
|
||||||
|
|
||||||
if (idProofIds.has(docTypeId) && !this.existing.PHOTO_PROOF.present) {
|
|
||||||
this.existing.PHOTO_PROOF = common;
|
|
||||||
this.selectedProofType.PHOTO_PROOF = this.idProofOptions.find((p) => String(p.id) === docTypeId) || null;
|
|
||||||
this.loadIdentifierDocPreview('PHOTO_PROOF', identity.id);
|
|
||||||
} else if (addressProofIds.has(docTypeId) && !this.existing.ADDRESS_PROOF.present) {
|
|
||||||
this.existing.ADDRESS_PROOF = common;
|
|
||||||
this.selectedProofType.ADDRESS_PROOF =
|
|
||||||
this.addressProofOptions.find((p) => String(p.id) === docTypeId) || null;
|
|
||||||
this.loadIdentifierDocPreview('ADDRESS_PROOF', identity.id);
|
|
||||||
}
|
}
|
||||||
|
|
||||||
|
this.existing[type] = {
|
||||||
|
present: true,
|
||||||
|
source: 'CKYC upload',
|
||||||
|
name: doc.fileName || expectedName,
|
||||||
|
documentId: doc.id,
|
||||||
|
mimeType: doc.type
|
||||||
|
};
|
||||||
|
|
||||||
|
this.loadPreview(type, doc.id);
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* The scanned ID/address-proof card only showed its file name and key — never the scan
|
* Fetches the stored file so the card can show a thumbnail. A failure here is reported on the
|
||||||
* itself, unlike the photo and signature cards right beside it. Mirrors those two: fetch
|
* card rather than swallowed: the usual cause is a `m_document` row whose file is no longer in
|
||||||
* the identifier's own attached document(s) (m_client_identifier -> m_document, the same
|
* the content store, and silently showing "Already available" with no image hides that.
|
||||||
* chain the Identities tab and the create-client stepper read) and download the latest for
|
|
||||||
* an inline preview. Two-sided proof types (Aadhaar, Passport, Voter ID, Driving Licence)
|
|
||||||
* store front/back as two separate documents named "<Proof> — Front"/"— Back" (the same
|
|
||||||
* convention the create-client stepper writes), so both are matched and previewed here;
|
|
||||||
* a legacy single upload with no such marker just shows as the one preview.
|
|
||||||
*/
|
*/
|
||||||
private loadIdentifierDocPreview(kind: ProofKind, identifierId: string): void {
|
private loadPreview(type: CkycDocumentType, documentId: string | number): void {
|
||||||
this.clientsService
|
this.clientsService
|
||||||
.getClientIdentificationDocuments(identifierId)
|
// silent: a missing stored file returns 500, and the card below already reports that. Without
|
||||||
.pipe(
|
// this the global error interceptor pops an "Internal Server Error" modal on every page load
|
||||||
takeUntil(this.destroy$),
|
// and after every upload, for a failure the user cannot act on.
|
||||||
catchError(() => of([]))
|
.downloadClientDocument(this.clientId, String(documentId), true)
|
||||||
)
|
|
||||||
.subscribe((docs: any) => {
|
|
||||||
const list = Array.isArray(docs) ? docs : [];
|
|
||||||
if (!list.length) return;
|
|
||||||
this.existing[kind].fileCount = list.length;
|
|
||||||
|
|
||||||
const byNewest = (a: any, b: any) => b.id - a.id;
|
|
||||||
const label = (d: any) => (d?.name || d?.fileName || '').toString();
|
|
||||||
const back = [...list].filter((d: any) => /back/i.test(label(d))).sort(byNewest)[0];
|
|
||||||
const front =
|
|
||||||
[...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] ||
|
|
||||||
[...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0];
|
|
||||||
|
|
||||||
if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front');
|
|
||||||
if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back');
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
private downloadIdentifierDocPreview(
|
|
||||||
identifierId: string,
|
|
||||||
documentId: string,
|
|
||||||
kind: ProofKind,
|
|
||||||
slot: 'front' | 'back'
|
|
||||||
): void {
|
|
||||||
this.clientsService
|
|
||||||
.downloadClientIdentificationDocument(identifierId, documentId)
|
|
||||||
.pipe(takeUntil(this.destroy$))
|
.pipe(takeUntil(this.destroy$))
|
||||||
.subscribe({
|
.subscribe({
|
||||||
next: (blob: any) => {
|
next: (blob: any) => {
|
||||||
if (!blob) return;
|
if (blob && blob.size > 0) {
|
||||||
const url = URL.createObjectURL(blob);
|
this.existing[type].previewUrl = URL.createObjectURL(blob);
|
||||||
if (slot === 'front') this.existing[kind].previewUrl = url;
|
} else {
|
||||||
else this.existing[kind].previewUrlBack = url;
|
// A 200 with an empty body still means there is nothing to show. Without this the card
|
||||||
|
// would sit there claiming "Already available" with no thumbnail and no explanation.
|
||||||
|
this.existing[type].previewUnavailable = true;
|
||||||
|
}
|
||||||
},
|
},
|
||||||
error: () => undefined
|
error: () => {
|
||||||
|
this.existing[type].previewUnavailable = true;
|
||||||
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* True when the stored file can be shown as an inline thumbnail. A PDF cannot, so its card falls
|
||||||
|
* back to the "View document" button alone rather than rendering a broken image.
|
||||||
|
*/
|
||||||
|
isImage(documentType: CkycDocumentType): boolean {
|
||||||
|
const entry = this.existing[documentType];
|
||||||
|
if (entry?.mimeType) {
|
||||||
|
return entry.mimeType.startsWith('image/');
|
||||||
|
}
|
||||||
|
// Older rows can have no stored MIME type - fall back to the file extension.
|
||||||
|
const extension = (entry?.name?.split('.').pop() || '').toLowerCase();
|
||||||
|
return IMAGE_EXTENSIONS.includes(extension);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Opens the uploaded document full size in a new tab. Uses the blob already fetched for the
|
||||||
|
* thumbnail, so it works for PDFs too and costs no extra request.
|
||||||
|
*/
|
||||||
|
openDocument(documentType: CkycDocumentType): void {
|
||||||
|
const url = this.existing[documentType]?.previewUrl;
|
||||||
|
if (url) {
|
||||||
|
window.open(url, '_blank', 'noopener');
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
toggleReplace(documentType: string): void {
|
||||||
|
const entry = (this.existing as any)[documentType];
|
||||||
|
if (entry) entry.expanded = !entry.expanded;
|
||||||
|
}
|
||||||
|
|
||||||
onAccountSelect(accountNo: string): void {
|
onAccountSelect(accountNo: string): void {
|
||||||
this.selectedAccount = this.allAccounts.find((a) => a.accountNo === accountNo) || null;
|
this.selectedAccount = this.allAccounts.find((a) => a.accountNo === accountNo) || null;
|
||||||
this.selectedAccountType = this.selectedAccount?.accountType || '';
|
this.selectedAccountType = this.selectedAccount?.accountType || '';
|
||||||
}
|
}
|
||||||
|
|
||||||
|
/** Extensions a given card can both store and render. */
|
||||||
|
private allowedExtensions(documentType: string): string[] {
|
||||||
|
return IMAGE_ONLY_TYPES.includes(documentType as CkycDocumentType) ? IMAGE_EXTENSIONS : DOCUMENT_EXTENSIONS;
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
* Rejects a file the backend would refuse (or the card could not render) before it is uploaded,
|
||||||
|
* so the user gets a clear message instead of a raw server error. Returns null when the file is
|
||||||
|
* acceptable.
|
||||||
|
*/
|
||||||
|
private validationError(file: File, documentType: string): string | null {
|
||||||
|
const allowed = this.allowedExtensions(documentType);
|
||||||
|
const extension = (file.name.split('.').pop() || '').toLowerCase();
|
||||||
|
|
||||||
|
if (!allowed.includes(extension)) {
|
||||||
|
return `Unsupported file type ".${extension}". Allowed: ${allowed.map((e) => e.toUpperCase()).join(', ')}.`;
|
||||||
|
}
|
||||||
|
if (file.size > MAX_UPLOAD_BYTES) {
|
||||||
|
const mb = (file.size / (1024 * 1024)).toFixed(1);
|
||||||
|
return `File is ${mb} MB. The maximum allowed size is 5 MB.`;
|
||||||
|
}
|
||||||
|
if (file.size === 0) {
|
||||||
|
return 'The selected file is empty.';
|
||||||
|
}
|
||||||
|
return null;
|
||||||
|
}
|
||||||
|
|
||||||
|
private setFile(documentType: string, file: File | null): void {
|
||||||
|
switch (documentType) {
|
||||||
|
case 'ID_PROOF':
|
||||||
|
this.idProofFile = file;
|
||||||
|
break;
|
||||||
|
case 'ADDRESS_PROOF':
|
||||||
|
this.addressProofFile = file;
|
||||||
|
break;
|
||||||
|
case 'PHOTO_PROOF':
|
||||||
|
this.photoProofFile = file;
|
||||||
|
break;
|
||||||
|
case 'CLIENT_IMAGE':
|
||||||
|
this.clientImageFile = file;
|
||||||
|
break;
|
||||||
|
case 'CLIENT_SIGNATURE':
|
||||||
|
this.clientSignatureFile = file;
|
||||||
|
break;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
onFileSelect(event: any, documentType: string): void {
|
||||||
|
const file = event.target?.files?.[0];
|
||||||
|
if (!file) return;
|
||||||
|
|
||||||
|
const error = this.validationError(file, documentType);
|
||||||
|
if (error) {
|
||||||
|
this.setFile(documentType, null);
|
||||||
|
this.uploadErrors[documentType] = error;
|
||||||
|
event.target.value = '';
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
this.setFile(documentType, file);
|
||||||
|
this.uploadErrors[documentType] = null;
|
||||||
|
}
|
||||||
|
|
||||||
getFile(documentType: string): File | null {
|
getFile(documentType: string): File | null {
|
||||||
switch (documentType) {
|
switch (documentType) {
|
||||||
|
case 'ID_PROOF':
|
||||||
|
return this.idProofFile;
|
||||||
|
case 'ADDRESS_PROOF':
|
||||||
|
return this.addressProofFile;
|
||||||
|
case 'PHOTO_PROOF':
|
||||||
|
return this.photoProofFile;
|
||||||
case 'CLIENT_IMAGE':
|
case 'CLIENT_IMAGE':
|
||||||
return this.clientImageFile;
|
return this.clientImageFile;
|
||||||
case 'CLIENT_SIGNATURE':
|
case 'CLIENT_SIGNATURE':
|
||||||
@@ -413,287 +457,72 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
|||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
private static readonly CARD_TITLES: Record<CkycDocKind, string> = {
|
uploadDocument(documentType: CkycDocumentType): void {
|
||||||
ADDRESS_PROOF: 'Address Proof Document',
|
|
||||||
PHOTO_PROOF: 'Photo Proof Document',
|
|
||||||
CLIENT_IMAGE: 'Image of Client',
|
|
||||||
CLIENT_SIGNATURE: 'Signature of Client'
|
|
||||||
};
|
|
||||||
|
|
||||||
/** Opens the picker/preview popup for one card and, once the user confirms a file there, feeds
|
|
||||||
* the picked type/file(s) into the same upload path the card always used. Picking and preview
|
|
||||||
* now live entirely in the dialog — this screen only stages the result and re-runs upload. */
|
|
||||||
openUploadDialog(kind: CkycDocKind): void {
|
|
||||||
const isProofKind = kind === 'ADDRESS_PROOF' || kind === 'PHOTO_PROOF';
|
|
||||||
const action = this.existing[kind].present ? 'Replace' : 'Upload';
|
|
||||||
const existingDates = isProofKind
|
|
||||||
? this.parseDescriptionDates(this.existing[kind].description)
|
|
||||||
: { issueDate: null, expiryDate: null };
|
|
||||||
|
|
||||||
const ref = this.dialog.open(CkycUploadDialogComponent, {
|
|
||||||
width: '480px',
|
|
||||||
maxWidth: '95vw',
|
|
||||||
data: {
|
|
||||||
title: `${action} ${CkycTabComponent.CARD_TITLES[kind]}`,
|
|
||||||
isProofKind,
|
|
||||||
accept: isProofKind ? '.png,.jpeg,.jpg,.pdf' : '.png,.jpeg,.jpg',
|
|
||||||
proofOptions:
|
|
||||||
kind === 'PHOTO_PROOF'
|
|
||||||
? this.idProofOptions
|
|
||||||
: kind === 'ADDRESS_PROOF'
|
|
||||||
? this.addressProofOptions
|
|
||||||
: undefined,
|
|
||||||
initialProofType: isProofKind ? this.selectedProofType[kind as ProofKind] : undefined,
|
|
||||||
initialDocumentKey: isProofKind ? this.existing[kind].documentKey || '' : undefined,
|
|
||||||
initialIssueDate: existingDates.issueDate,
|
|
||||||
initialExpiryDate: existingDates.expiryDate
|
|
||||||
}
|
|
||||||
});
|
|
||||||
|
|
||||||
ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => {
|
|
||||||
if (!result) return;
|
|
||||||
if (isProofKind) {
|
|
||||||
const proofKind = kind as ProofKind;
|
|
||||||
this.selectedProofType[proofKind] = result.proofType || null;
|
|
||||||
this.docFiles[proofKind] = { front: result.front, back: result.back || null };
|
|
||||||
this.documentDetails[proofKind] = {
|
|
||||||
documentKey: result.documentKey || '',
|
|
||||||
issueDate: result.issueDate || null,
|
|
||||||
expiryDate: result.expiryDate || null
|
|
||||||
};
|
|
||||||
} else if (kind === 'CLIENT_IMAGE') {
|
|
||||||
this.clientImageFile = result.front;
|
|
||||||
} else {
|
|
||||||
this.clientSignatureFile = result.front;
|
|
||||||
}
|
|
||||||
this.uploadDocument(kind);
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and
|
|
||||||
* client-india-address-step, for address proof) writes into the identifier's description. */
|
|
||||||
private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } {
|
|
||||||
const issueMatch = (description || '').match(/Issue date:\s*([^,|]+)/i);
|
|
||||||
const expiryMatch = (description || '').match(/Expiry date:\s*([^,|]+)/i);
|
|
||||||
return {
|
|
||||||
issueDate: issueMatch ? this.dates.parseDate(issueMatch[1].trim()) : null,
|
|
||||||
expiryDate: expiryMatch ? this.dates.parseDate(expiryMatch[1].trim()) : null
|
|
||||||
};
|
|
||||||
}
|
|
||||||
|
|
||||||
private buildDescription(issueDate: string | null, expiryDate: string | null): string {
|
|
||||||
const parts: string[] = [];
|
|
||||||
if (issueDate) parts.push(`Issue date: ${issueDate}`);
|
|
||||||
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
|
|
||||||
return parts.join(', ');
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Issue/expiry date for display on the card, formatted dd-MM-yyyy — parsed from the same
|
|
||||||
* description text the upload dialog writes. */
|
|
||||||
cardDate(kind: ProofKind, which: 'issue' | 'expiry'): string {
|
|
||||||
const parsed = this.parseDescriptionDates(this.existing[kind].description);
|
|
||||||
const value = which === 'issue' ? parsed.issueDate : parsed.expiryDate;
|
|
||||||
return value ? this.dates.formatDate(value, 'dd-MM-yyyy') : '';
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Routes each card to whichever real endpoint that artefact is actually stored through — there
|
|
||||||
* is no single "/clients/{id}/ckyc/documents" resource on the backend, so posting every card to
|
|
||||||
* one made-up URL 404'd for all four. A photo goes to the image endpoint, a signature to the
|
|
||||||
* client's own documents, and an ID/address proof to the m_client_identifier it already belongs
|
|
||||||
* to (the same one the Identities tab and create-client stepper post to) — never a fresh,
|
|
||||||
* type-less upload, since which identifier a proof belongs to is exactly what makes it that
|
|
||||||
* proof rather than some other file on the client's record.
|
|
||||||
*/
|
|
||||||
uploadDocument(documentType: string): void {
|
|
||||||
if (documentType === 'PHOTO_PROOF' || documentType === 'ADDRESS_PROOF') {
|
|
||||||
this.uploadProofDocument(documentType);
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
|
|
||||||
const file = this.getFile(documentType);
|
const file = this.getFile(documentType);
|
||||||
if (!file) return;
|
if (!file) return;
|
||||||
|
|
||||||
this.uploading[documentType] = true;
|
this.uploading[documentType] = true;
|
||||||
this.uploadErrors[documentType] = null;
|
this.uploadErrors[documentType] = null;
|
||||||
const key = documentType as keyof typeof this.existing;
|
|
||||||
|
|
||||||
let request$: Observable<any>;
|
// DocumentApiResource consumes multipart/form-data with body parts `file`, `name` and
|
||||||
switch (documentType) {
|
// `description` (file + description mandatory). There is no document-type field in that
|
||||||
case 'CLIENT_IMAGE':
|
// contract, so the artefact type is carried in `name` - which is also the key
|
||||||
request$ = this.clientsService.uploadClientProfileImage(this.clientId, file);
|
// loadExistingArtefacts() matches on when reading the document back.
|
||||||
break;
|
const meta = CKYC_DOCUMENT_META[documentType];
|
||||||
case 'CLIENT_SIGNATURE':
|
|
||||||
request$ = this.clientsService.uploadClientSignatureImage(this.clientId, file);
|
const formData = new FormData();
|
||||||
break;
|
formData.append('file', file);
|
||||||
default:
|
formData.append('name', meta.name);
|
||||||
return;
|
formData.append('description', meta.description);
|
||||||
}
|
|
||||||
|
// Replace in place when this artefact already has a usable document, so a re-upload updates the
|
||||||
|
// existing row (same document id, same content-store location) instead of stacking up another
|
||||||
|
// copy. Falls back to create for the first upload of an artefact.
|
||||||
|
//
|
||||||
|
// Deliberately create instead of replace when the stored file is missing: the backend's update
|
||||||
|
// path writes the new content relative to the row's existing `location` and never calls
|
||||||
|
// setLocation(), so replacing a row whose file is already gone writes the upload to a fresh
|
||||||
|
// folder while the row keeps pointing at the missing one - the artefact would stay broken and
|
||||||
|
// the user would get a success message. Creating a new row repairs the card instead.
|
||||||
|
const entry = this.existing[documentType];
|
||||||
|
const replacing = !!entry?.documentId && !entry?.previewUnavailable;
|
||||||
|
const existingId = entry?.documentId;
|
||||||
|
|
||||||
|
const request$ = replacing
|
||||||
|
? this.clientsService.replaceClientDocument(this.clientId, String(existingId), formData)
|
||||||
|
: this.clientsService.uploadCkycDocument(this.clientId, formData);
|
||||||
|
|
||||||
request$.pipe(takeUntil(this.destroy$)).subscribe({
|
request$.pipe(takeUntil(this.destroy$)).subscribe({
|
||||||
next: () => {
|
next: (response: any) => {
|
||||||
this.uploading[documentType] = false;
|
this.uploading[documentType] = false;
|
||||||
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
|
this.uploadResponses[documentType] = response;
|
||||||
this.refreshPreview(documentType);
|
this.setFile(documentType, null);
|
||||||
},
|
this.alertService.alert({
|
||||||
error: (err: any) => {
|
type: 'success',
|
||||||
this.uploading[documentType] = false;
|
message:
|
||||||
this.uploadErrors[documentType] = this.extractErrorMessage(err);
|
response?.message || (replacing ? 'Document replaced successfully.' : 'Document uploaded successfully.')
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Proof cards work like the create-client KYC step: pick a document type first (its `sides`
|
|
||||||
* decides whether one image or a front+back pair is required), then upload. Reuses the same
|
|
||||||
* identifier the Identities tab manages — updates its documentTypeId if the picked type
|
|
||||||
* changed, or creates a fresh identifier when none exists yet, so this card never depends on
|
|
||||||
* a separate trip to the Identities tab.
|
|
||||||
*/
|
|
||||||
private uploadProofDocument(kind: ProofKind): void {
|
|
||||||
const proof = this.selectedProofType[kind];
|
|
||||||
if (!proof) {
|
|
||||||
this.uploadErrors[kind] = 'Select a document type first.';
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
const files = this.docFiles[kind];
|
|
||||||
if (!files.front || (proof.sides === 2 && !files.back)) {
|
|
||||||
this.uploadErrors[kind] =
|
|
||||||
proof.sides === 2
|
|
||||||
? 'Both front and back images are required for this document type.'
|
|
||||||
: 'Select a file to upload.';
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
|
|
||||||
this.uploading[kind] = true;
|
|
||||||
this.uploadErrors[kind] = null;
|
|
||||||
|
|
||||||
const existingId = this.existing[kind].documentId;
|
|
||||||
const details = this.documentDetails[kind];
|
|
||||||
const documentKey = details.documentKey || `${proof.name} - ${this.clientId}`;
|
|
||||||
const description = this.buildDescription(details.issueDate, details.expiryDate);
|
|
||||||
|
|
||||||
const identifier$: Observable<any> = !existingId
|
|
||||||
? this.clientsService.addClientIdentifier(this.clientId, {
|
|
||||||
documentTypeId: proof.id,
|
|
||||||
status: 'ACTIVE',
|
|
||||||
documentKey,
|
|
||||||
description: description || 'KYC document'
|
|
||||||
})
|
|
||||||
: this.clientsService.updateClientIdentifier(this.clientId, existingId, {
|
|
||||||
documentTypeId: proof.id,
|
|
||||||
status: 'ACTIVE',
|
|
||||||
documentKey,
|
|
||||||
description
|
|
||||||
});
|
});
|
||||||
|
// Re-read from m_document so the card reflects what was actually stored, rather than
|
||||||
identifier$.pipe(takeUntil(this.destroy$)).subscribe({
|
// assuming the write succeeded exactly as sent.
|
||||||
next: (res: any) => {
|
this.loadExistingArtefacts();
|
||||||
const identifierId = existingId || res?.resourceId;
|
|
||||||
const uploads: Observable<any>[] = [];
|
|
||||||
|
|
||||||
const front = new FormData();
|
|
||||||
front.append('name', proof.sides === 2 ? `${proof.name} — Front` : proof.name);
|
|
||||||
front.append('file', files.front!);
|
|
||||||
uploads.push(this.clientsService.uploadClientIdentifierDocument(identifierId, front));
|
|
||||||
|
|
||||||
if (proof.sides === 2 && files.back) {
|
|
||||||
const back = new FormData();
|
|
||||||
back.append('name', `${proof.name} — Back`);
|
|
||||||
back.append('file', files.back);
|
|
||||||
uploads.push(this.clientsService.uploadClientIdentifierDocument(identifierId, back));
|
|
||||||
}
|
|
||||||
|
|
||||||
forkJoin(uploads)
|
|
||||||
.pipe(takeUntil(this.destroy$))
|
|
||||||
.subscribe({
|
|
||||||
next: () => {
|
|
||||||
this.uploading[kind] = false;
|
|
||||||
this.existing[kind].present = true;
|
|
||||||
this.existing[kind].documentId = identifierId;
|
|
||||||
this.existing[kind].documentTypeId = String(proof.id);
|
|
||||||
this.existing[kind].documentKey = details.documentKey || '';
|
|
||||||
this.existing[kind].description = description;
|
|
||||||
this.existing[kind].name = proof.name;
|
|
||||||
this.existing[kind].source = this.existing[kind].source || 'Identities section';
|
|
||||||
this.docFiles[kind] = { front: null, back: null };
|
|
||||||
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
|
|
||||||
this.refreshPreview(kind);
|
|
||||||
},
|
|
||||||
error: (err: any) => {
|
|
||||||
this.uploading[kind] = false;
|
|
||||||
this.uploadErrors[kind] = this.extractErrorMessage(err);
|
|
||||||
}
|
|
||||||
});
|
|
||||||
},
|
},
|
||||||
error: (err: any) => {
|
error: (err: any) => {
|
||||||
this.uploading[kind] = false;
|
this.uploading[documentType] = false;
|
||||||
this.uploadErrors[kind] = this.extractErrorMessage(err);
|
this.uploadErrors[documentType] =
|
||||||
|
err?.error?.developerMessage ||
|
||||||
|
err?.error?.defaultUserMessage ||
|
||||||
|
err?.message ||
|
||||||
|
'Failed to upload document.';
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
private extractErrorMessage(err: any): string {
|
|
||||||
return (
|
|
||||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
|
||||||
err?.error?.developerMessage ||
|
|
||||||
err?.error?.defaultUserMessage ||
|
|
||||||
err?.message ||
|
|
||||||
'Failed to upload document.'
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Re-fetches whichever artefact was just replaced, so its preview reflects the new file
|
|
||||||
* immediately instead of the one this screen loaded on entry. */
|
|
||||||
private refreshPreview(documentType: string): void {
|
|
||||||
const staleKey = documentType as keyof typeof this.existing;
|
|
||||||
if (this.existing[staleKey].previewUrl?.startsWith('blob:')) {
|
|
||||||
URL.revokeObjectURL(this.existing[staleKey].previewUrl!);
|
|
||||||
}
|
|
||||||
if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) {
|
|
||||||
URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!);
|
|
||||||
}
|
|
||||||
switch (documentType) {
|
|
||||||
case 'CLIENT_IMAGE':
|
|
||||||
this.clientsService
|
|
||||||
.getClientProfileImage(this.clientId)
|
|
||||||
.pipe(takeUntil(this.destroy$))
|
|
||||||
.subscribe((photo: any) => {
|
|
||||||
if (photo) this.existing.CLIENT_IMAGE.previewUrl = photo;
|
|
||||||
});
|
|
||||||
break;
|
|
||||||
case 'CLIENT_SIGNATURE':
|
|
||||||
this.clientsService
|
|
||||||
.getClientDocuments(this.clientId)
|
|
||||||
.pipe(takeUntil(this.destroy$))
|
|
||||||
.subscribe((documents: any) => {
|
|
||||||
const doc = (documents as any[])
|
|
||||||
?.filter((d: any) => d?.name === 'clientSignature')
|
|
||||||
?.sort((a: any, b: any) => b.id - a.id)?.[0];
|
|
||||||
if (!doc) return;
|
|
||||||
this.existing.CLIENT_SIGNATURE.documentId = doc.id;
|
|
||||||
this.clientsService
|
|
||||||
.getClientSignatureImage(this.clientId, doc.id)
|
|
||||||
.pipe(takeUntil(this.destroy$))
|
|
||||||
.subscribe((blob: any) => {
|
|
||||||
if (blob) this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
|
||||||
});
|
|
||||||
});
|
|
||||||
break;
|
|
||||||
case 'PHOTO_PROOF':
|
|
||||||
case 'ADDRESS_PROOF':
|
|
||||||
this.loadIdentifierDocPreview(documentType, this.existing[documentType].documentId!);
|
|
||||||
break;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnDestroy(): void {
|
ngOnDestroy(): void {
|
||||||
this.destroy$.next();
|
this.destroy$.next();
|
||||||
this.destroy$.complete();
|
this.destroy$.complete();
|
||||||
// Release object URLs
|
// Release object URLs
|
||||||
Object.values(this.existing).forEach((e) => {
|
Object.values(this.existing).forEach((e) => {
|
||||||
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
|
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
|
||||||
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
|
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
-167
@@ -1,167 +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="cud-header">
|
|
||||||
<div class="cud-header__badge">
|
|
||||||
<fa-icon icon="folder-open"></fa-icon>
|
|
||||||
</div>
|
|
||||||
<div class="cud-header__text">
|
|
||||||
<h2 mat-dialog-title class="cud-title">{{ data.title }}</h2>
|
|
||||||
<p class="cud-subtitle">Fill in the document details, then attach the scan.</p>
|
|
||||||
</div>
|
|
||||||
<button mat-icon-button mat-dialog-close class="cud-close" aria-label="Close">
|
|
||||||
<fa-icon icon="times"></fa-icon>
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<mat-dialog-content class="cud-body">
|
|
||||||
@if (data.isProofKind) {
|
|
||||||
<div class="cud-section">
|
|
||||||
<span class="cud-section__label"><fa-icon icon="id-card"></fa-icon> Document type</span>
|
|
||||||
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
|
|
||||||
<mat-select
|
|
||||||
[value]="selectedProofType"
|
|
||||||
[compareWith]="compareProofType"
|
|
||||||
placeholder="Select document type"
|
|
||||||
(selectionChange)="onProofTypeChange($event.value)"
|
|
||||||
>
|
|
||||||
@for (p of data.proofOptions; track p.id) {
|
|
||||||
<mat-option [value]="p">{{ p.name }}</mat-option>
|
|
||||||
}
|
|
||||||
</mat-select>
|
|
||||||
</mat-form-field>
|
|
||||||
<p class="cud-hint">Upload requirements will update automatically based on the type you pick.</p>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (selectedProofType) {
|
|
||||||
@if (selectedProofType.info) {
|
|
||||||
<div class="cud-banner">
|
|
||||||
<fa-icon icon="check-circle"></fa-icon>
|
|
||||||
<span>{{ selectedProofType.info }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<div class="cud-section">
|
|
||||||
<span class="cud-section__label">
|
|
||||||
<fa-icon icon="hashtag"></fa-icon>
|
|
||||||
{{ selectedProofType.documentKeyLabel || 'Document number' }}
|
|
||||||
</span>
|
|
||||||
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
[(ngModel)]="documentKey"
|
|
||||||
[ngModelOptions]="{ standalone: true }"
|
|
||||||
[placeholder]="selectedProofType.documentKeyPlaceholder || 'Enter document number'"
|
|
||||||
/>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="cud-section cud-section--dates">
|
|
||||||
<div class="cud-date-field">
|
|
||||||
<span class="cud-section__label"><fa-icon icon="calendar-check"></fa-icon> Issue date</span>
|
|
||||||
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
readonly
|
|
||||||
[matDatepicker]="issuePicker"
|
|
||||||
[(ngModel)]="issueDate"
|
|
||||||
[ngModelOptions]="{ standalone: true }"
|
|
||||||
placeholder="Optional"
|
|
||||||
(click)="issuePicker.open()"
|
|
||||||
/>
|
|
||||||
<mat-datepicker-toggle matSuffix [for]="issuePicker"></mat-datepicker-toggle>
|
|
||||||
<mat-datepicker #issuePicker></mat-datepicker>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
<div class="cud-date-field">
|
|
||||||
<span class="cud-section__label"><fa-icon icon="calendar-check"></fa-icon> Expiry date</span>
|
|
||||||
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
readonly
|
|
||||||
[matDatepicker]="expiryPicker"
|
|
||||||
[(ngModel)]="expiryDate"
|
|
||||||
[ngModelOptions]="{ standalone: true }"
|
|
||||||
placeholder="Optional"
|
|
||||||
(click)="expiryPicker.open()"
|
|
||||||
/>
|
|
||||||
<mat-datepicker-toggle matSuffix [for]="expiryPicker"></mat-datepicker-toggle>
|
|
||||||
<mat-datepicker #expiryPicker></mat-datepicker>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="cud-divider"><span>Scan</span></div>
|
|
||||||
|
|
||||||
<div class="cud-grid" [class.cud-grid--two]="sides === 2">
|
|
||||||
<div class="cud-slot">
|
|
||||||
<span class="cud-slot__label">{{ sides === 2 ? 'Front side' : 'Document' }}</span>
|
|
||||||
<label class="cud-dropzone" [class.cud-dropzone--has]="front">
|
|
||||||
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('front', $event)" />
|
|
||||||
@if (frontPreview) {
|
|
||||||
<img [src]="frontPreview" alt="Front side preview" class="cud-dropzone__img" />
|
|
||||||
} @else if (front) {
|
|
||||||
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
|
|
||||||
<p class="cud-dropzone__name">{{ front.name }}</p>
|
|
||||||
} @else {
|
|
||||||
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
|
|
||||||
<p class="cud-dropzone__text">Click to choose file</p>
|
|
||||||
}
|
|
||||||
</label>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (sides === 2) {
|
|
||||||
<div class="cud-slot">
|
|
||||||
<span class="cud-slot__label">Back side</span>
|
|
||||||
<label class="cud-dropzone" [class.cud-dropzone--has]="back">
|
|
||||||
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('back', $event)" />
|
|
||||||
@if (backPreview) {
|
|
||||||
<img [src]="backPreview" alt="Back side preview" class="cud-dropzone__img" />
|
|
||||||
} @else if (back) {
|
|
||||||
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
|
|
||||||
<p class="cud-dropzone__name">{{ back.name }}</p>
|
|
||||||
} @else {
|
|
||||||
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
|
|
||||||
<p class="cud-dropzone__text">Click to choose file</p>
|
|
||||||
}
|
|
||||||
</label>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
} @else {
|
|
||||||
<div class="cud-grid">
|
|
||||||
<div class="cud-slot">
|
|
||||||
<span class="cud-slot__label">Document</span>
|
|
||||||
<label class="cud-dropzone" [class.cud-dropzone--has]="front">
|
|
||||||
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('front', $event)" />
|
|
||||||
@if (frontPreview) {
|
|
||||||
<img [src]="frontPreview" alt="Preview" class="cud-dropzone__img" />
|
|
||||||
} @else if (front) {
|
|
||||||
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
|
|
||||||
<p class="cud-dropzone__name">{{ front.name }}</p>
|
|
||||||
} @else {
|
|
||||||
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
|
|
||||||
<p class="cud-dropzone__text">Click to choose file</p>
|
|
||||||
}
|
|
||||||
</label>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</mat-dialog-content>
|
|
||||||
|
|
||||||
<mat-dialog-actions class="cud-actions" align="end">
|
|
||||||
<button mat-stroked-button type="button" (click)="cancel()">
|
|
||||||
<fa-icon icon="times"></fa-icon>
|
|
||||||
Cancel
|
|
||||||
</button>
|
|
||||||
<button mat-flat-button color="primary" type="button" [disabled]="!canSubmit" (click)="submit()">
|
|
||||||
<fa-icon icon="upload"></fa-icon>
|
|
||||||
Upload
|
|
||||||
</button>
|
|
||||||
</mat-dialog-actions>
|
|
||||||
-270
@@ -1,270 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
:host {
|
|
||||||
display: block;
|
|
||||||
max-width: 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ===================== Header ===================== */
|
|
||||||
.cud-header {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 12px;
|
|
||||||
padding: 20px 24px 16px;
|
|
||||||
border-bottom: 1px solid #eef1f4;
|
|
||||||
|
|
||||||
&__badge {
|
|
||||||
flex-shrink: 0;
|
|
||||||
width: 36px;
|
|
||||||
height: 36px;
|
|
||||||
border-radius: 9px;
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
font-size: 15px;
|
|
||||||
color: #fff;
|
|
||||||
background: linear-gradient(135deg, #1a73e8, #4285f4);
|
|
||||||
box-shadow: 0 3px 10px rgb(26 115 232 / 28%);
|
|
||||||
}
|
|
||||||
|
|
||||||
&__text {
|
|
||||||
flex: 1;
|
|
||||||
min-width: 0;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-title {
|
|
||||||
margin: 0 !important;
|
|
||||||
padding: 0;
|
|
||||||
font-size: 16px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #1a1d21;
|
|
||||||
line-height: 1.3;
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-subtitle {
|
|
||||||
margin: 2px 0 0;
|
|
||||||
font-size: 12px;
|
|
||||||
color: #6b7280;
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-close {
|
|
||||||
flex-shrink: 0;
|
|
||||||
width: 32px;
|
|
||||||
height: 32px;
|
|
||||||
margin: -4px -4px 0 0;
|
|
||||||
color: #9aa0a6;
|
|
||||||
|
|
||||||
&:hover {
|
|
||||||
color: #3c4043;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ===================== Body / sections ===================== */
|
|
||||||
.cud-body.mat-mdc-dialog-content {
|
|
||||||
padding: 18px 24px !important;
|
|
||||||
max-height: 70vh;
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-section {
|
|
||||||
margin-bottom: 14px;
|
|
||||||
|
|
||||||
&--dates {
|
|
||||||
display: flex;
|
|
||||||
gap: 14px;
|
|
||||||
|
|
||||||
.cud-date-field {
|
|
||||||
flex: 1;
|
|
||||||
min-width: 0;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__label {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 7px;
|
|
||||||
font-size: 11px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #475569;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.05em;
|
|
||||||
margin-bottom: 6px;
|
|
||||||
|
|
||||||
fa-icon {
|
|
||||||
color: #1a73e8;
|
|
||||||
font-size: 10.5px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-field {
|
|
||||||
width: 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-hint {
|
|
||||||
font-size: 12px;
|
|
||||||
color: #6b7280;
|
|
||||||
margin: 6px 0 0;
|
|
||||||
line-height: 1.4;
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-banner {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 9px;
|
|
||||||
padding: 10px 14px;
|
|
||||||
margin-bottom: 14px;
|
|
||||||
background: #f0fbf6;
|
|
||||||
border: 1px solid #cfecdd;
|
|
||||||
border-radius: 10px;
|
|
||||||
font-size: 12.5px;
|
|
||||||
color: #085041;
|
|
||||||
line-height: 1.45;
|
|
||||||
|
|
||||||
fa-icon {
|
|
||||||
margin-top: 2px;
|
|
||||||
color: #1d9e75;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-divider {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
margin: 16px 0 12px;
|
|
||||||
font-size: 10.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #9aa0a6;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.08em;
|
|
||||||
|
|
||||||
&::before,
|
|
||||||
&::after {
|
|
||||||
content: '';
|
|
||||||
flex: 1;
|
|
||||||
height: 1px;
|
|
||||||
background: #eef1f4;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ===================== Front/back scan grid ===================== */
|
|
||||||
.cud-grid {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: 1fr;
|
|
||||||
gap: 12px;
|
|
||||||
|
|
||||||
&--two {
|
|
||||||
grid-template-columns: repeat(2, 1fr);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-slot {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 6px;
|
|
||||||
|
|
||||||
&__label {
|
|
||||||
font-size: 10.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #5f6368;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.05em;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-dropzone {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
gap: 8px;
|
|
||||||
min-height: 130px;
|
|
||||||
padding: 16px;
|
|
||||||
border: 2px dashed #cbd5e1;
|
|
||||||
border-radius: 12px;
|
|
||||||
cursor: pointer;
|
|
||||||
text-align: center;
|
|
||||||
background: #fafbfc;
|
|
||||||
transition:
|
|
||||||
border-color 0.15s,
|
|
||||||
background 0.15s,
|
|
||||||
box-shadow 0.15s;
|
|
||||||
|
|
||||||
&:hover {
|
|
||||||
border-color: #1a73e8;
|
|
||||||
background: #f5f9ff;
|
|
||||||
box-shadow: 0 2px 10px rgb(26 115 232 / 10%);
|
|
||||||
}
|
|
||||||
|
|
||||||
&--has {
|
|
||||||
border-style: solid;
|
|
||||||
border-color: #1d9e75;
|
|
||||||
background: #f0fbf6;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__icon {
|
|
||||||
font-size: 22px;
|
|
||||||
color: #9aa5b1;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--has &__icon {
|
|
||||||
color: #1d9e75;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__text {
|
|
||||||
font-size: 12px;
|
|
||||||
color: #64748b;
|
|
||||||
margin: 0;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__name {
|
|
||||||
font-size: 11.5px;
|
|
||||||
color: #085041;
|
|
||||||
font-weight: 600;
|
|
||||||
margin: 0;
|
|
||||||
word-break: break-all;
|
|
||||||
padding: 0 8px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__img {
|
|
||||||
max-width: 100%;
|
|
||||||
max-height: 150px;
|
|
||||||
border-radius: 8px;
|
|
||||||
object-fit: contain;
|
|
||||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ===================== Actions ===================== */
|
|
||||||
.cud-actions {
|
|
||||||
padding: 12px 24px !important;
|
|
||||||
margin: 0 !important;
|
|
||||||
border-top: 1px solid #eef1f4;
|
|
||||||
|
|
||||||
fa-icon {
|
|
||||||
font-size: 12px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
@media (width <= 560px) {
|
|
||||||
:host {
|
|
||||||
width: 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-section--dates {
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 14px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.cud-grid--two {
|
|
||||||
grid-template-columns: 1fr;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
-155
@@ -1,155 +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, OnDestroy, inject } from '@angular/core';
|
|
||||||
import { FormsModule } from '@angular/forms';
|
|
||||||
import {
|
|
||||||
MatDialogRef,
|
|
||||||
MAT_DIALOG_DATA,
|
|
||||||
MatDialogTitle,
|
|
||||||
MatDialogContent,
|
|
||||||
MatDialogActions,
|
|
||||||
MatDialogClose
|
|
||||||
} from '@angular/material/dialog';
|
|
||||||
import { MatIconButton } from '@angular/material/button';
|
|
||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
|
||||||
import { Dates } from 'app/core/utils/dates';
|
|
||||||
import { ProofType } from '../../../shared/kyc-proof-types';
|
|
||||||
|
|
||||||
export interface CkycUploadDialogData {
|
|
||||||
title: string;
|
|
||||||
isProofKind: boolean;
|
|
||||||
accept: string;
|
|
||||||
proofOptions?: ProofType[];
|
|
||||||
initialProofType?: ProofType | null;
|
|
||||||
initialDocumentKey?: string;
|
|
||||||
initialIssueDate?: Date | null;
|
|
||||||
initialExpiryDate?: Date | null;
|
|
||||||
}
|
|
||||||
|
|
||||||
export interface CkycUploadDialogResult {
|
|
||||||
proofType?: ProofType | null;
|
|
||||||
front: File;
|
|
||||||
back?: File;
|
|
||||||
/** Document number (Aadhaar/PAN/Passport number, etc.) — same field client creation collects. */
|
|
||||||
documentKey?: string;
|
|
||||||
/** 'yyyy-MM-dd', same as the rest of this app's date fields. */
|
|
||||||
issueDate?: string | null;
|
|
||||||
expiryDate?: string | null;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* A focused popup for replacing/uploading one CKYC artefact at a time — opened from each card on
|
|
||||||
* the CKYC tab instead of expanding a form inline underneath it. Collects the same details
|
|
||||||
* client creation does for an identity/address proof (document type, number, issue + expiry
|
|
||||||
* date) and shows a client-side preview of whatever image is picked before it's ever sent to the
|
|
||||||
* server; the actual upload still happens back in CkycTabComponent (this dialog only collects
|
|
||||||
* the type, number, dates and file(s), then hands them back).
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-ckyc-upload-dialog',
|
|
||||||
templateUrl: './ckyc-upload-dialog.component.html',
|
|
||||||
styleUrls: ['./ckyc-upload-dialog.component.scss'],
|
|
||||||
imports: [
|
|
||||||
...STANDALONE_SHARED_IMPORTS,
|
|
||||||
FormsModule,
|
|
||||||
MatDialogTitle,
|
|
||||||
MatDialogContent,
|
|
||||||
MatDialogActions,
|
|
||||||
MatDialogClose,
|
|
||||||
MatIconButton,
|
|
||||||
FaIconComponent
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class CkycUploadDialogComponent implements OnDestroy {
|
|
||||||
private dates = inject(Dates);
|
|
||||||
dialogRef = inject<MatDialogRef<CkycUploadDialogComponent, CkycUploadDialogResult | null>>(MatDialogRef);
|
|
||||||
data = inject<CkycUploadDialogData>(MAT_DIALOG_DATA);
|
|
||||||
|
|
||||||
selectedProofType: ProofType | null = this.data.initialProofType || null;
|
|
||||||
documentKey = this.data.initialDocumentKey || '';
|
|
||||||
issueDate: Date | null = this.data.initialIssueDate || null;
|
|
||||||
expiryDate: Date | null = this.data.initialExpiryDate || null;
|
|
||||||
|
|
||||||
front: File | null = null;
|
|
||||||
back: File | null = null;
|
|
||||||
frontPreview: string | null = null;
|
|
||||||
backPreview: string | null = null;
|
|
||||||
|
|
||||||
get sides(): number {
|
|
||||||
return this.data.isProofKind ? (this.selectedProofType?.sides ?? 1) : 1;
|
|
||||||
}
|
|
||||||
|
|
||||||
get canSubmit(): boolean {
|
|
||||||
if (this.data.isProofKind) {
|
|
||||||
if (!this.selectedProofType) return false;
|
|
||||||
if (!this.documentKey.trim()) return false;
|
|
||||||
}
|
|
||||||
if (!this.front) return false;
|
|
||||||
if (this.sides === 2 && !this.back) return false;
|
|
||||||
return true;
|
|
||||||
}
|
|
||||||
|
|
||||||
compareProofType = (a: ProofType | null, b: ProofType | null): boolean => (a?.id ?? null) === (b?.id ?? null);
|
|
||||||
|
|
||||||
onProofTypeChange(proof: ProofType | null): void {
|
|
||||||
this.selectedProofType = proof;
|
|
||||||
this.clearSlot('front');
|
|
||||||
this.clearSlot('back');
|
|
||||||
}
|
|
||||||
|
|
||||||
onFilePick(slot: 'front' | 'back', event: any): void {
|
|
||||||
const file = event?.target?.files?.[0];
|
|
||||||
if (event?.target) event.target.value = '';
|
|
||||||
if (!file) return;
|
|
||||||
|
|
||||||
this.clearSlot(slot);
|
|
||||||
const preview = file.type?.startsWith('image/') ? URL.createObjectURL(file) : null;
|
|
||||||
if (slot === 'front') {
|
|
||||||
this.front = file;
|
|
||||||
this.frontPreview = preview;
|
|
||||||
} else {
|
|
||||||
this.back = file;
|
|
||||||
this.backPreview = preview;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
private clearSlot(slot: 'front' | 'back'): void {
|
|
||||||
if (slot === 'front') {
|
|
||||||
if (this.frontPreview) URL.revokeObjectURL(this.frontPreview);
|
|
||||||
this.front = null;
|
|
||||||
this.frontPreview = null;
|
|
||||||
} else {
|
|
||||||
if (this.backPreview) URL.revokeObjectURL(this.backPreview);
|
|
||||||
this.back = null;
|
|
||||||
this.backPreview = null;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
submit(): void {
|
|
||||||
if (!this.canSubmit) return;
|
|
||||||
this.dialogRef.close({
|
|
||||||
proofType: this.selectedProofType,
|
|
||||||
front: this.front!,
|
|
||||||
back: this.sides === 2 ? this.back! : undefined,
|
|
||||||
documentKey: this.data.isProofKind ? this.documentKey.trim() : undefined,
|
|
||||||
issueDate: this.issueDate ? this.dates.getDate(this.issueDate) : null,
|
|
||||||
expiryDate: this.expiryDate ? this.dates.getDate(this.expiryDate) : null
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
cancel(): void {
|
|
||||||
this.dialogRef.close(null);
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnDestroy(): void {
|
|
||||||
if (this.frontPreview) URL.revokeObjectURL(this.frontPreview);
|
|
||||||
if (this.backPreview) URL.revokeObjectURL(this.backPreview);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -229,7 +229,7 @@ export class IdentitiesTabComponent implements OnDestroy {
|
|||||||
}
|
}
|
||||||
const identifierData = {
|
const identifierData = {
|
||||||
documentTypeId,
|
documentTypeId,
|
||||||
status: 'ACTIVE',
|
status: 'Active',
|
||||||
documentKey: kind === 'id' ? section.documentKey : `${proofName} - ${this.clientId}`,
|
documentKey: kind === 'id' ? section.documentKey : `${proofName} - ${this.clientId}`,
|
||||||
description: kind === 'address' && section.address ? section.address : description
|
description: kind === 'address' && section.address ? section.address : description
|
||||||
};
|
};
|
||||||
|
|||||||
@@ -82,13 +82,12 @@
|
|||||||
<strong class="kyc-doc-alert__title">{{ kycDocumentAlertTitle }}</strong>
|
<strong class="kyc-doc-alert__title">{{ kycDocumentAlertTitle }}</strong>
|
||||||
<p class="kyc-doc-alert__text">{{ kycDocumentAlertMessage }}</p>
|
<p class="kyc-doc-alert__text">{{ kycDocumentAlertMessage }}</p>
|
||||||
</div>
|
</div>
|
||||||
<!-- Same dialog as the document's own row: the banner is asking for exactly that. -->
|
|
||||||
<button
|
<button
|
||||||
mat-flat-button
|
mat-flat-button
|
||||||
color="primary"
|
color="primary"
|
||||||
type="button"
|
type="button"
|
||||||
class="kyc-doc-alert__action"
|
class="kyc-doc-alert__action"
|
||||||
(click)="updateKycDocument()"
|
(click)="toggleEditMode()"
|
||||||
>
|
>
|
||||||
Update Document
|
Update Document
|
||||||
</button>
|
</button>
|
||||||
@@ -471,11 +470,7 @@
|
|||||||
}
|
}
|
||||||
</span>
|
</span>
|
||||||
<span class="kv-table__col kv-table__col--action">
|
<span class="kv-table__col kv-table__col--action">
|
||||||
<!-- The document is re-collected in its own dialog, the way PAN and Aadhaar are dealt
|
<button mat-stroked-button class="kv-action-btn" type="button" (click)="toggleEditMode()">Update</button>
|
||||||
with on their rows, rather than by opening the whole KYC form for editing. -->
|
|
||||||
<button mat-stroked-button class="kv-action-btn" type="button" (click)="updateKycDocument()">
|
|
||||||
Update
|
|
||||||
</button>
|
|
||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
@@ -1142,46 +1137,6 @@
|
|||||||
</mat-select>
|
</mat-select>
|
||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
|
|
||||||
<!-- Risk profile. These are determinations about the customer rather than about anything they
|
|
||||||
transacted, and the re-rating policy reads them directly: a PEP or a sanctions match holds the
|
|
||||||
rating at High however ordinary the period's activity looks, and the declared income is what
|
|
||||||
turnover is measured against. Until they are recorded the policy has nothing to test. -->
|
|
||||||
<div class="full-span kyc-doc-fields">
|
|
||||||
<div class="kyc-doc-fields__head">
|
|
||||||
<h4 class="kyc-doc-fields__title">Risk Profile</h4>
|
|
||||||
<span class="kyc-doc-fields__hint">Used by the periodic risk review</span>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="kyc-risk-flags">
|
|
||||||
<mat-checkbox formControlName="isPep">
|
|
||||||
Politically Exposed Person
|
|
||||||
<span class="kyc-risk-hint">Holds the rating at High; never lowered on ordinary activity</span>
|
|
||||||
</mat-checkbox>
|
|
||||||
<mat-checkbox formControlName="sanctionsMatch">
|
|
||||||
Sanctions / watch-list match
|
|
||||||
<span class="kyc-risk-hint">UNSC, MHA or internal watch list</span>
|
|
||||||
</mat-checkbox>
|
|
||||||
<mat-checkbox formControlName="adverseMediaMatch">
|
|
||||||
Adverse media / regulatory action
|
|
||||||
<span class="kyc-risk-hint">FIR, court proceedings or published action</span>
|
|
||||||
</mat-checkbox>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="kyc-doc-fields__grid">
|
|
||||||
<mat-form-field appearance="outline">
|
|
||||||
<mat-label>Declared annual income (₹)</mat-label>
|
|
||||||
<input matInput type="number" min="0" formControlName="declaredAnnualIncome" />
|
|
||||||
<mat-hint>As stated by the customer</mat-hint>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline">
|
|
||||||
<mat-label>Declared annual turnover (₹)</mat-label>
|
|
||||||
<input matInput type="number" min="0" formControlName="declaredAnnualTurnover" />
|
|
||||||
<mat-hint>For a business customer</mat-hint>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Officially Valid Document. Shown when one is on file or the alert is asking for
|
<!-- Officially Valid Document. Shown when one is on file or the alert is asking for
|
||||||
it, so re-collecting an expired document is done on this form rather than
|
it, so re-collecting an expired document is done on this form rather than
|
||||||
sending the officer somewhere else. -->
|
sending the officer somewhere else. -->
|
||||||
@@ -1233,83 +1188,15 @@
|
|||||||
</mat-form-field>
|
</mat-form-field>
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
<!-- The scan, where the document it belongs to is. Re-collecting an expiring
|
<!-- The scans live with the document itself, on the identifier the customer's
|
||||||
document is what this panel is for, so sending the officer to the client
|
original was attached to. Re-scanning is done there rather than duplicated
|
||||||
edit screen to change the image made them leave the record they were
|
here, so both sides, the cropper and the replace-in-place all behave the
|
||||||
working on and find the same document again. -->
|
same way they did when the document was first collected. -->
|
||||||
<div class="kyc-doc-scans">
|
<a class="kyc-doc-scans-link" [routerLink]="['/clients', clientId, 'edit']">
|
||||||
<div class="kyc-doc-scans__head">
|
<mat-icon>photo_library</mat-icon>
|
||||||
<mat-icon>photo_library</mat-icon>
|
<span>Replace the scanned front / back of this document</span>
|
||||||
<span>Scanned document</span>
|
<mat-icon class="kyc-doc-scans-link__go">chevron_right</mat-icon>
|
||||||
@if (docScansLoading) {
|
</a>
|
||||||
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (!docScansLoading && !docScans.front && !docScans.back) {
|
|
||||||
<div class="kyc-doc-scans__empty">
|
|
||||||
No scan is on file for this document. Upload one below.
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<div class="kyc-doc-scans__sides">
|
|
||||||
@for (slot of docScanSlots; track slot) {
|
|
||||||
<div class="kyc-doc-side">
|
|
||||||
<div class="kyc-doc-side__label">{{ slot === 'front' ? 'Front' : 'Back' }}</div>
|
|
||||||
|
|
||||||
<div class="kyc-doc-side__frame">
|
|
||||||
@if (docScanOf(slot)?.previewUrl) {
|
|
||||||
<img
|
|
||||||
[src]="docScanOf(slot)!.previewUrl"
|
|
||||||
[alt]="slot === 'front' ? 'Front of document' : 'Back of document'"
|
|
||||||
/>
|
|
||||||
} @else if (docScanOf(slot)) {
|
|
||||||
<!-- On file but not an image (a PDF, say) — named rather than shown. -->
|
|
||||||
<div class="kyc-doc-side__file">
|
|
||||||
<mat-icon>description</mat-icon>
|
|
||||||
<span>{{ docScanOf(slot)!.fileName }}</span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="kyc-doc-side__none">Not on file</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
mat-stroked-button
|
|
||||||
class="kyc-doc-side__btn"
|
|
||||||
[disabled]="!!docScanUploading || docScansLoading"
|
|
||||||
(click)="scanInput.click()"
|
|
||||||
>
|
|
||||||
@if (docScanUploading === slot) {
|
|
||||||
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
|
|
||||||
Uploading…
|
|
||||||
} @else {
|
|
||||||
{{ docScanOf(slot) ? 'Replace' : 'Upload' }}
|
|
||||||
}
|
|
||||||
</button>
|
|
||||||
<input
|
|
||||||
#scanInput
|
|
||||||
type="file"
|
|
||||||
hidden
|
|
||||||
accept="image/*,application/pdf"
|
|
||||||
(change)="onDocScanSelected($event, slot)"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (docScanError) {
|
|
||||||
<div class="kyc-doc-scans__msg kyc-doc-scans__msg--err">
|
|
||||||
<mat-icon>error_outline</mat-icon><span>{{ docScanError }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (docScanSuccess) {
|
|
||||||
<div class="kyc-doc-scans__msg kyc-doc-scans__msg--ok">
|
|
||||||
<mat-icon>check_circle</mat-icon><span>{{ docScanSuccess }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
</div>
|
||||||
}
|
}
|
||||||
|
|
||||||
|
|||||||
@@ -1681,154 +1681,3 @@
|
|||||||
.kyc-doc-scans-link__go {
|
.kyc-doc-scans-link__go {
|
||||||
margin-left: auto;
|
margin-left: auto;
|
||||||
}
|
}
|
||||||
|
|
||||||
/* The scan itself, beside the number and dates it belongs to. */
|
|
||||||
.kyc-doc-scans {
|
|
||||||
margin-top: 10px;
|
|
||||||
padding: 12px;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 8px;
|
|
||||||
background: #fff;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-scans__head {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 8px;
|
|
||||||
margin-bottom: 10px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.03em;
|
|
||||||
text-transform: uppercase;
|
|
||||||
color: #475569;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 18px;
|
|
||||||
width: 18px;
|
|
||||||
height: 18px;
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-scans__empty {
|
|
||||||
margin-bottom: 10px;
|
|
||||||
font-size: 12.5px;
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-scans__sides {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 14px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-side {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 6px;
|
|
||||||
width: 190px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-side__label {
|
|
||||||
font-size: 11.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #334155;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Fixed height so front and back line up whatever the scan's aspect ratio is. */
|
|
||||||
.kyc-doc-side__frame {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
height: 118px;
|
|
||||||
padding: 6px;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 6px;
|
|
||||||
background: #f8fafc;
|
|
||||||
overflow: hidden;
|
|
||||||
|
|
||||||
img {
|
|
||||||
max-width: 100%;
|
|
||||||
max-height: 100%;
|
|
||||||
object-fit: contain;
|
|
||||||
border-radius: 3px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-side__none {
|
|
||||||
font-size: 12px;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-side__file {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
align-items: center;
|
|
||||||
gap: 4px;
|
|
||||||
padding: 0 6px;
|
|
||||||
font-size: 11px;
|
|
||||||
color: #475569;
|
|
||||||
text-align: center;
|
|
||||||
word-break: break-word;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-side__btn {
|
|
||||||
font-size: 12px;
|
|
||||||
|
|
||||||
mat-progress-spinner {
|
|
||||||
display: inline-block;
|
|
||||||
margin-right: 6px;
|
|
||||||
vertical-align: middle;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-doc-scans__msg {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 6px;
|
|
||||||
margin-top: 10px;
|
|
||||||
font-size: 12.5px;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
font-size: 17px;
|
|
||||||
width: 17px;
|
|
||||||
height: 17px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--err {
|
|
||||||
color: #b91c1c;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--ok {
|
|
||||||
color: #15803d;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ── Risk profile ────────────────────────────────────────────────────────────
|
|
||||||
Determinations about the customer, which the periodic risk review reads directly. Grouped with
|
|
||||||
the document block so the form reads as "what we know about them" rather than scattering a PEP
|
|
||||||
flag among the identifier fields. */
|
|
||||||
|
|
||||||
.kyc-doc-fields__hint {
|
|
||||||
font-size: 12px;
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kyc-risk-flags {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 10px;
|
|
||||||
padding: 4px 0 14px;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Sits under its checkbox label: the consequence of ticking the box matters more than the box. */
|
|
||||||
.kyc-risk-hint {
|
|
||||||
display: block;
|
|
||||||
font-size: 12px;
|
|
||||||
color: #64748b;
|
|
||||||
line-height: 1.4;
|
|
||||||
}
|
|
||||||
|
|||||||
@@ -11,7 +11,7 @@ import { Component, OnInit, OnDestroy, inject } from '@angular/core';
|
|||||||
import { ActivatedRoute } from '@angular/router';
|
import { ActivatedRoute } from '@angular/router';
|
||||||
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
|
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
|
||||||
import { MatDialog } from '@angular/material/dialog';
|
import { MatDialog } from '@angular/material/dialog';
|
||||||
import { catchError, forkJoin, map, of, Subject, takeUntil } from 'rxjs';
|
import { catchError, of, Subject, takeUntil } from 'rxjs';
|
||||||
|
|
||||||
/** Custom Services */
|
/** Custom Services */
|
||||||
import { ClientsService } from '../../clients.service';
|
import { ClientsService } from '../../clients.service';
|
||||||
@@ -30,11 +30,6 @@ import {
|
|||||||
AadhaarReceiptDialogComponent,
|
AadhaarReceiptDialogComponent,
|
||||||
AadhaarReceiptResult
|
AadhaarReceiptResult
|
||||||
} from '../../shared/aadhaar-receipt-dialog/aadhaar-receipt-dialog.component';
|
} from '../../shared/aadhaar-receipt-dialog/aadhaar-receipt-dialog.component';
|
||||||
import {
|
|
||||||
KycDocumentUpdateDialogComponent,
|
|
||||||
KycDocumentUpdateData,
|
|
||||||
KycDocumentUpdateResult
|
|
||||||
} from '../../shared/kyc-document-update-dialog/kyc-document-update-dialog.component';
|
|
||||||
import { Dates } from 'app/core/utils/dates';
|
import { Dates } from 'app/core/utils/dates';
|
||||||
import { jsPDF } from 'jspdf';
|
import { jsPDF } from 'jspdf';
|
||||||
import { MatIcon } from '@angular/material/icon';
|
import { MatIcon } from '@angular/material/icon';
|
||||||
@@ -43,15 +38,6 @@ import { MatProgressSpinner } from '@angular/material/progress-spinner';
|
|||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
|
|
||||||
/** One side of the scanned KYC document, with the preview once it has been fetched. */
|
|
||||||
interface DocScanSide {
|
|
||||||
documentId: string;
|
|
||||||
/** The identifier row this scan hangs off; the two sides can sit on different rows. */
|
|
||||||
identifierId: string;
|
|
||||||
fileName: string;
|
|
||||||
previewUrl: string | null;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* KYC Tab Component.
|
* KYC Tab Component.
|
||||||
* Displays and manages KYC (Know Your Customer) details for an existing client.
|
* Displays and manages KYC (Know Your Customer) details for an existing client.
|
||||||
@@ -140,13 +126,6 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
1,
|
1,
|
||||||
[Validators.required]
|
[Validators.required]
|
||||||
],
|
],
|
||||||
// Risk profile. Determinations about the customer, which the periodic risk review reads directly - a PEP or a
|
|
||||||
// sanctions match holds the rating at High whatever the period's activity looks like.
|
|
||||||
isPep: [false],
|
|
||||||
sanctionsMatch: [false],
|
|
||||||
adverseMediaMatch: [false],
|
|
||||||
declaredAnnualIncome: [null],
|
|
||||||
declaredAnnualTurnover: [null],
|
|
||||||
// The officially valid document, so a lapsed one can be re-collected on this form. The
|
// The officially valid document, so a lapsed one can be re-collected on this form. The
|
||||||
// backend has always accepted these four; only the fields were missing.
|
// backend has always accepted these four; only the fields were missing.
|
||||||
kycDocumentName: [''],
|
kycDocumentName: [''],
|
||||||
@@ -170,39 +149,9 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
exceptionReason: [[]]
|
exceptionReason: [[]]
|
||||||
});
|
});
|
||||||
|
|
||||||
// ── Officially valid document scans ────────────────────────────────────────
|
|
||||||
|
|
||||||
/**
|
|
||||||
* The scans of the document named above, by side.
|
|
||||||
*
|
|
||||||
* The screen used to show the document's number and dates but not the image behind them, and
|
|
||||||
* sent the officer to the client edit screen to change it. Re-collecting an expiring document is
|
|
||||||
* the one thing this panel exists for, so the scan is shown and replaced here.
|
|
||||||
*/
|
|
||||||
docScans: { front: DocScanSide | null; back: DocScanSide | null } = { front: null, back: null };
|
|
||||||
|
|
||||||
/** The two sides, in display order, so the template loops rather than repeating itself. */
|
|
||||||
readonly docScanSlots: ('front' | 'back')[] = ['front', 'back'];
|
|
||||||
|
|
||||||
docScanOf(slot: 'front' | 'back') {
|
|
||||||
return this.docScans[slot];
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Identifier row replacements are filed against. Null when the document has no identifier. */
|
|
||||||
private docIdentifierId: string | null = null;
|
|
||||||
/** Every identifier row carrying this document, since the sides can be split across them. */
|
|
||||||
private docIdentifierIds: string[] = [];
|
|
||||||
docScansLoading = false;
|
|
||||||
/** Which side is mid-upload, so only that button shows a spinner. */
|
|
||||||
docScanUploading: 'front' | 'back' | null = null;
|
|
||||||
docScanError: string | null = null;
|
|
||||||
docScanSuccess: string | null = null;
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
ngOnInit(): void {
|
||||||
this.route.parent.params.subscribe((params: any) => {
|
this.route.parent.params.subscribe((params: any) => {
|
||||||
this.clientId = params['clientId'];
|
this.clientId = params['clientId'];
|
||||||
// Scans are matched against the document number on the KYC record, so they are loaded once
|
|
||||||
// that record has arrived rather than alongside it.
|
|
||||||
this.loadKycData();
|
this.loadKycData();
|
||||||
this.loadClientDateOfBirth();
|
this.loadClientDateOfBirth();
|
||||||
});
|
});
|
||||||
@@ -228,11 +177,6 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
this.kycForm.patchValue({
|
this.kycForm.patchValue({
|
||||||
kycType: data.kycType || 1,
|
kycType: data.kycType || 1,
|
||||||
riskCategory: data.riskCategory || 1,
|
riskCategory: data.riskCategory || 1,
|
||||||
isPep: !!data.isPep,
|
|
||||||
sanctionsMatch: !!data.sanctionsMatch,
|
|
||||||
adverseMediaMatch: !!data.adverseMediaMatch,
|
|
||||||
declaredAnnualIncome: data.declaredAnnualIncome ?? null,
|
|
||||||
declaredAnnualTurnover: data.declaredAnnualTurnover ?? null,
|
|
||||||
panNumber: data.panNumber || '',
|
panNumber: data.panNumber || '',
|
||||||
// Aadhaar is stored masked on the server; user must re-enter
|
// Aadhaar is stored masked on the server; user must re-enter
|
||||||
// the full 12-digit number to re-verify, so don't pre-fill.
|
// the full 12-digit number to re-verify, so don't pre-fill.
|
||||||
@@ -246,8 +190,6 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
isException: data.isException || false,
|
isException: data.isException || false,
|
||||||
exceptionReason: data.exceptionReason ? data.exceptionReason.split(', ') : []
|
exceptionReason: data.exceptionReason ? data.exceptionReason.split(', ') : []
|
||||||
});
|
});
|
||||||
// Now that the document number is known, the scans filed under it can be found.
|
|
||||||
this.loadDocumentScans();
|
|
||||||
}
|
}
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
@@ -458,28 +400,6 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
return new Date();
|
return new Date();
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* The customer's risk profile, as every save has to carry it.
|
|
||||||
*
|
|
||||||
* <p>
|
|
||||||
* Sent from every path that writes the KYC record rather than only the main Save, because the form holds one set of
|
|
||||||
* values: a save triggered from the PAN declaration or the Aadhaar receipt would otherwise write the record without
|
|
||||||
* these and silently clear a PEP flag the officer had just ticked.
|
|
||||||
*/
|
|
||||||
private buildRiskProfileFields() {
|
|
||||||
const v = this.kycForm.value;
|
|
||||||
return {
|
|
||||||
isPep: !!v.isPep,
|
|
||||||
sanctionsMatch: !!v.sanctionsMatch,
|
|
||||||
adverseMediaMatch: !!v.adverseMediaMatch,
|
|
||||||
// Blank stays null rather than becoming zero: an income nobody asked for is unknown, and a zero would read as a
|
|
||||||
// customer who declared no income at all.
|
|
||||||
declaredAnnualIncome: v.declaredAnnualIncome === '' || v.declaredAnnualIncome == null ? null : v.declaredAnnualIncome,
|
|
||||||
declaredAnnualTurnover:
|
|
||||||
v.declaredAnnualTurnover === '' || v.declaredAnnualTurnover == null ? null : v.declaredAnnualTurnover
|
|
||||||
};
|
|
||||||
}
|
|
||||||
|
|
||||||
private buildExceptionFields() {
|
private buildExceptionFields() {
|
||||||
const panVerified = this.verificationStatus.pan === 'VERIFIED' || this.kycData?.panVerified === true;
|
const panVerified = this.verificationStatus.pan === 'VERIFIED' || this.kycData?.panVerified === true;
|
||||||
const aadhaarVerified = this.verificationStatus.aadhaar === 'VERIFIED' || this.kycData?.aadhaarVerified === true;
|
const aadhaarVerified = this.verificationStatus.aadhaar === 'VERIFIED' || this.kycData?.aadhaarVerified === true;
|
||||||
@@ -518,8 +438,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
// dateFormat is required so the backend can parse exceptionResolvedOn when an exception closes.
|
// dateFormat is required so the backend can parse exceptionResolvedOn when an exception closes.
|
||||||
dateFormat: 'dd MMMM yyyy',
|
dateFormat: 'dd MMMM yyyy',
|
||||||
...this.buildDocumentFields(),
|
...this.buildDocumentFields(),
|
||||||
...this.buildRiskProfileFields(),
|
...this.buildExceptionFields()
|
||||||
...this.buildExceptionFields()
|
|
||||||
};
|
};
|
||||||
|
|
||||||
if (!this.kycId) {
|
if (!this.kycId) {
|
||||||
@@ -565,7 +484,6 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
remarks: this.kycForm.value.remarks || null,
|
remarks: this.kycForm.value.remarks || null,
|
||||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||||
dateFormat: 'dd MMMM yyyy',
|
dateFormat: 'dd MMMM yyyy',
|
||||||
...this.buildRiskProfileFields(),
|
|
||||||
...this.buildExceptionFields()
|
...this.buildExceptionFields()
|
||||||
};
|
};
|
||||||
|
|
||||||
@@ -765,8 +683,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
dateFormat,
|
dateFormat,
|
||||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||||
...declarationFields,
|
...declarationFields,
|
||||||
...this.buildRiskProfileFields(),
|
...this.buildExceptionFields()
|
||||||
...this.buildExceptionFields()
|
|
||||||
};
|
};
|
||||||
|
|
||||||
this.clientsService
|
this.clientsService
|
||||||
@@ -926,8 +843,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
|||||||
dateFormat,
|
dateFormat,
|
||||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||||
...receiptFields,
|
...receiptFields,
|
||||||
...this.buildRiskProfileFields(),
|
...this.buildExceptionFields()
|
||||||
...this.buildExceptionFields()
|
|
||||||
};
|
};
|
||||||
|
|
||||||
this.clientsService
|
this.clientsService
|
||||||
@@ -1391,297 +1307,6 @@ I further confirm that:
|
|||||||
doc.save(`Self_Declaration_${cifNumber}_${clientName.replace(/\s/g, '_')}.pdf`);
|
doc.save(`Self_Declaration_${cifNumber}_${clientName.replace(/\s/g, '_')}.pdf`);
|
||||||
}
|
}
|
||||||
|
|
||||||
// ── Document scans ─────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Finds the identifier the KYC document was filed under and loads its scans.
|
|
||||||
*
|
|
||||||
* The KYC record keeps the document's name and number but not the identifier id, so the two are
|
|
||||||
* matched on the number — that is what makes them the same document, and it survives the client
|
|
||||||
* holding several identifiers of the same type.
|
|
||||||
*/
|
|
||||||
private loadDocumentScans(): void {
|
|
||||||
if (!this.clientId) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.docScansLoading = true;
|
|
||||||
this.clientsService
|
|
||||||
.getClientIdentifiers(this.clientId)
|
|
||||||
.pipe(catchError(() => of([] as any[])))
|
|
||||||
.subscribe((identifiers: any[]) => {
|
|
||||||
const wantedKey = (this.kycData?.kycDocumentNumber || '').toString().trim();
|
|
||||||
const wantedName = (this.kycData?.kycDocumentName || '').toString().trim().toLowerCase();
|
|
||||||
const norm = (s: any) => (s || '').toString().trim().toLowerCase();
|
|
||||||
|
|
||||||
// Every identifier carrying this document number, not just the first. The onboarding step
|
|
||||||
// files each side against its own identifier row, so this client's Aadhaar front sits on
|
|
||||||
// one row and the back on another under the same number - taking only the first match
|
|
||||||
// showed the front and reported the back as missing.
|
|
||||||
let matches = (identifiers || []).filter((i) => wantedKey && norm(i.documentKey) === norm(wantedKey));
|
|
||||||
if (!matches.length) {
|
|
||||||
matches = (identifiers || []).filter((i) => wantedName && norm(i.documentType?.name) === wantedName);
|
|
||||||
}
|
|
||||||
|
|
||||||
if (!matches.length) {
|
|
||||||
this.docScansLoading = false;
|
|
||||||
this.docIdentifierId = null;
|
|
||||||
this.docIdentifierIds = [];
|
|
||||||
this.docScans = { front: null, back: null };
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
// Replacements are filed against the first row, so the sides stay together from here on.
|
|
||||||
this.docIdentifierId = String(matches[0].id);
|
|
||||||
this.docIdentifierIds = matches.map((m: any) => String(m.id));
|
|
||||||
this.fetchScansFor(this.docIdentifierIds);
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Sides are read off the document name, which is how they were written at upload
|
|
||||||
* ("<Proof> — Front" / "— Back"). Where the name says nothing, upload order stands in, front
|
|
||||||
* first, rather than leaving a scan the officer cannot see.
|
|
||||||
*/
|
|
||||||
private fetchScansFor(identifierIds: string[]): void {
|
|
||||||
forkJoin(
|
|
||||||
identifierIds.map((id) =>
|
|
||||||
this.clientsService.getClientIdentificationDocuments(id).pipe(
|
|
||||||
// Tagged with the row it came from, because the download call needs the parent id and
|
|
||||||
// the sides can be spread across more than one.
|
|
||||||
map((docs: any) => ((docs as any[]) || []).map((d) => ({ ...d, identifierId: id }))),
|
|
||||||
catchError(() => of([] as any[]))
|
|
||||||
)
|
|
||||||
)
|
|
||||||
).subscribe((perIdentifier: any[][]) => {
|
|
||||||
this.docScansLoading = false;
|
|
||||||
// This runs again after every replace, so the previews being thrown away are revoked
|
|
||||||
// rather than left holding their blobs.
|
|
||||||
for (const old of [this.docScans.front, this.docScans.back]) {
|
|
||||||
if (old?.previewUrl) {
|
|
||||||
URL.revokeObjectURL(old.previewUrl);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// Oldest first by document id, so the newest upload for a side is the last one written and
|
|
||||||
// therefore the one that stands. Identifier order cannot do this job: a replacement is filed
|
|
||||||
// against the first row while the original sits on the second, so reading the rows in order
|
|
||||||
// let a document uploaded months ago overwrite the scan collected a moment ago - the officer
|
|
||||||
// pressed Replace, saw "replaced", and the old image came straight back.
|
|
||||||
const docs = perIdentifier.flat().sort((a, b) => Number(a.id) - Number(b.id));
|
|
||||||
const sides: typeof this.docScans = { front: null, back: null };
|
|
||||||
const unlabelled: any[] = [];
|
|
||||||
|
|
||||||
const entryOf = (d: any): DocScanSide => ({
|
|
||||||
documentId: String(d.id),
|
|
||||||
identifierId: String(d.identifierId),
|
|
||||||
fileName: d.fileName || d.name,
|
|
||||||
previewUrl: null
|
|
||||||
});
|
|
||||||
|
|
||||||
for (const d of docs) {
|
|
||||||
const text = `${d.name || ''} ${d.fileName || ''}`.toLowerCase();
|
|
||||||
// Later uploads win, so a replaced side shows the new scan rather than the original.
|
|
||||||
if (text.includes('back')) {
|
|
||||||
sides.back = entryOf(d);
|
|
||||||
} else if (text.includes('front')) {
|
|
||||||
sides.front = entryOf(d);
|
|
||||||
} else {
|
|
||||||
unlabelled.push(d);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
for (const d of unlabelled) {
|
|
||||||
if (!sides.front) {
|
|
||||||
sides.front = entryOf(d);
|
|
||||||
} else if (!sides.back) {
|
|
||||||
sides.back = entryOf(d);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
this.docScans = sides;
|
|
||||||
for (const key of ['front', 'back'] as const) {
|
|
||||||
if (sides[key]) {
|
|
||||||
this.loadScanPreview(sides[key]!);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
private loadScanPreview(side: DocScanSide): void {
|
|
||||||
this.clientsService
|
|
||||||
.downloadClientIdentificationDocument(side.identifierId, side.documentId)
|
|
||||||
.pipe(catchError(() => of(null)))
|
|
||||||
.subscribe((blob: Blob | null) => {
|
|
||||||
if (!blob || !blob.type?.startsWith('image/')) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
// Revoked in ngOnDestroy; a preview left behind holds the blob in memory for the life of
|
|
||||||
// the tab.
|
|
||||||
side.previewUrl = URL.createObjectURL(blob);
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Replaces one side with a freshly collected scan.
|
|
||||||
*
|
|
||||||
* The new file is uploaded under the same side name, which is what the readers here and on the
|
|
||||||
* client screen key on, so the latest upload becomes the scan on show. The old file is left in
|
|
||||||
* place deliberately: a KYC document that has been re-collected is a record of what was held
|
|
||||||
* before and when it changed, and destroying it would leave the audit trail with a gap.
|
|
||||||
*/
|
|
||||||
onDocScanSelected(event: Event, slot: 'front' | 'back'): void {
|
|
||||||
const input = event.target as HTMLInputElement;
|
|
||||||
const file = input.files?.[0];
|
|
||||||
// Cleared so choosing the same filename twice still fires a change event.
|
|
||||||
input.value = '';
|
|
||||||
if (!file || !this.docIdentifierId) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
|
|
||||||
this.docScanError = null;
|
|
||||||
this.docScanSuccess = null;
|
|
||||||
this.docScanUploading = slot;
|
|
||||||
|
|
||||||
const label = slot === 'front' ? 'Front' : 'Back';
|
|
||||||
const docName = this.kycForm.get('kycDocumentName')?.value || this.kycData?.kycDocumentName || 'KYC document';
|
|
||||||
|
|
||||||
const formData = new FormData();
|
|
||||||
formData.append('file', file);
|
|
||||||
formData.append('name', `${docName} — ${label}`);
|
|
||||||
formData.append('description', `Re-collected on ${new Date().toLocaleDateString('en-IN')}`);
|
|
||||||
|
|
||||||
this.clientsService.uploadClientIdentifierDocument(this.docIdentifierId, formData).subscribe({
|
|
||||||
next: () => {
|
|
||||||
this.docScanUploading = null;
|
|
||||||
this.docScanSuccess = `${label} side replaced.`;
|
|
||||||
// Re-read every row, not just the one written to: the other side still lives on its own.
|
|
||||||
this.fetchScansFor(this.docIdentifierIds);
|
|
||||||
},
|
|
||||||
error: (err: any) => {
|
|
||||||
this.docScanUploading = null;
|
|
||||||
this.docScanError =
|
|
||||||
err?.error?.defaultUserMessage || err?.error?.developerMessage || `Could not replace the ${label.toLowerCase()} side.`;
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* A verified record only accepts an amendment with a reason on it, so the dialog has to ask for
|
|
||||||
* one. 300 is VERIFIED; the code form is checked too, since either can arrive on the payload.
|
|
||||||
*/
|
|
||||||
private get isKycVerified(): boolean {
|
|
||||||
return this.kycData?.kycStatus === 300 || this.kycData?.kycStatusCode === 'clientKycStatus.verified';
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Re-collects the officially valid document from its own row.
|
|
||||||
*
|
|
||||||
* PAN and Aadhaar are each handled on their row; this one sent the officer into edit mode on the
|
|
||||||
* whole KYC form to do the same job. The dialog asks for the number, the dates and each side of
|
|
||||||
* the scan together, which is what re-collecting a document actually is.
|
|
||||||
*/
|
|
||||||
updateKycDocument(): void {
|
|
||||||
if (!this.kycId) {
|
|
||||||
this.docScanError = 'KYC record not found. Save KYC details first.';
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
|
|
||||||
this.dialog
|
|
||||||
.open(KycDocumentUpdateDialogComponent, {
|
|
||||||
width: '640px',
|
|
||||||
maxWidth: '95vw',
|
|
||||||
disableClose: true,
|
|
||||||
data: {
|
|
||||||
documentName: this.kycData?.kycDocumentName || 'KYC document',
|
|
||||||
documentNumber: this.kycData?.kycDocumentNumber || '',
|
|
||||||
issueDate: this.parseApiDate(this.kycData?.kycDocIssueDate),
|
|
||||||
expiryDate: this.parseApiDate(this.kycData?.kycDocExpiryDate),
|
|
||||||
reason: this.showKycDocumentAlert ? this.kycDocumentAlertMessage : '',
|
|
||||||
currentFront: this.docScans.front?.previewUrl || null,
|
|
||||||
currentBack: this.docScans.back?.previewUrl || null,
|
|
||||||
requiresRemarks: this.isKycVerified
|
|
||||||
} as KycDocumentUpdateData
|
|
||||||
})
|
|
||||||
.afterClosed()
|
|
||||||
.subscribe((result: KycDocumentUpdateResult | undefined) => {
|
|
||||||
if (result) {
|
|
||||||
this.persistKycDocument(result);
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Saves the corrected details, then uploads whichever sides were re-scanned.
|
|
||||||
*
|
|
||||||
* The details go first: they are the record, and a scan attached to a document whose number was
|
|
||||||
* never corrected would file the new image under the old identity.
|
|
||||||
*/
|
|
||||||
private persistKycDocument(result: KycDocumentUpdateResult): void {
|
|
||||||
this.saving = true;
|
|
||||||
this.docScanError = null;
|
|
||||||
this.docScanSuccess = null;
|
|
||||||
|
|
||||||
const dateFormat = 'dd MMMM yyyy';
|
|
||||||
const payload: any = {
|
|
||||||
locale: 'en',
|
|
||||||
dateFormat,
|
|
||||||
kycDocumentName: this.kycData?.kycDocumentName || null,
|
|
||||||
kycDocumentNumber: result.documentNumber || null,
|
|
||||||
kycDocIssueDate: result.issueDate ? this.dateUtils.formatDate(result.issueDate, dateFormat) : null,
|
|
||||||
kycDocExpiryDate: result.expiryDate ? this.dateUtils.formatDate(result.expiryDate, dateFormat) : null
|
|
||||||
};
|
|
||||||
// The server refuses an amendment to a verified record without one, and records it as the
|
|
||||||
// reason the document changed.
|
|
||||||
if (result.remarks) {
|
|
||||||
payload.remarks = result.remarks;
|
|
||||||
}
|
|
||||||
|
|
||||||
this.clientsService.updateClientKyc(this.clientId, this.kycId!, payload).subscribe({
|
|
||||||
next: () => {
|
|
||||||
this.saving = false;
|
|
||||||
this.docScanSuccess = 'Document updated.';
|
|
||||||
this.loadKycData();
|
|
||||||
this.uploadReplacedSides(result);
|
|
||||||
},
|
|
||||||
error: (err: any) => {
|
|
||||||
this.saving = false;
|
|
||||||
this.docScanError =
|
|
||||||
err?.error?.defaultUserMessage || err?.error?.developerMessage || 'Could not update the document.';
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Sends each re-scanned side through the same upload path the panel below uses. */
|
|
||||||
private uploadReplacedSides(result: KycDocumentUpdateResult): void {
|
|
||||||
if (!this.docIdentifierId) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
const sides: { slot: 'front' | 'back'; file: File }[] = [];
|
|
||||||
if (result.front) {
|
|
||||||
sides.push({ slot: 'front', file: result.front });
|
|
||||||
}
|
|
||||||
if (result.back) {
|
|
||||||
sides.push({ slot: 'back', file: result.back });
|
|
||||||
}
|
|
||||||
if (!sides.length) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
|
|
||||||
const docName = this.kycData?.kycDocumentName || 'KYC document';
|
|
||||||
forkJoin(
|
|
||||||
sides.map(({ slot, file }) => {
|
|
||||||
const formData = new FormData();
|
|
||||||
formData.append('file', file);
|
|
||||||
formData.append('name', `${docName} — ${slot === 'front' ? 'Front' : 'Back'}`);
|
|
||||||
formData.append('description', `Re-collected on ${new Date().toLocaleDateString('en-IN')}`);
|
|
||||||
return this.clientsService
|
|
||||||
.uploadClientIdentifierDocument(this.docIdentifierId!, formData)
|
|
||||||
.pipe(catchError(() => of(null)));
|
|
||||||
})
|
|
||||||
).subscribe(() => {
|
|
||||||
this.docScanSuccess = 'Document and scan updated.';
|
|
||||||
this.fetchScansFor(this.docIdentifierIds);
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Handle file selection for signed declaration upload */
|
/** Handle file selection for signed declaration upload */
|
||||||
onDeclarationFileSelected(event: Event): void {
|
onDeclarationFileSelected(event: Event): void {
|
||||||
const input = event.target as HTMLInputElement;
|
const input = event.target as HTMLInputElement;
|
||||||
@@ -1740,11 +1365,5 @@ I further confirm that:
|
|||||||
ngOnDestroy(): void {
|
ngOnDestroy(): void {
|
||||||
this.destroy$.next();
|
this.destroy$.next();
|
||||||
this.destroy$.complete();
|
this.destroy$.complete();
|
||||||
// Object URLs are held by the browser until revoked, so the scan blobs would outlive the tab.
|
|
||||||
for (const side of [this.docScans.front, this.docScans.back]) {
|
|
||||||
if (side?.previewUrl) {
|
|
||||||
URL.revokeObjectURL(side.previewUrl);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|||||||
@@ -569,8 +569,19 @@ export class ClientsService {
|
|||||||
return this.http.get(`/clients/${clientId}/documents`);
|
return this.http.get(`/clients/${clientId}/documents`);
|
||||||
}
|
}
|
||||||
|
|
||||||
downloadClientDocument(parentEntityId: string, documentId: string) {
|
/**
|
||||||
return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, { responseType: 'blob' });
|
* Fetches a client document's stored file.
|
||||||
|
*
|
||||||
|
* `silent` opts the request out of ErrorHandlerInterceptor's alert. Pass it when the caller
|
||||||
|
* renders its own failure state - notably thumbnail fetches, where a `m_document` row whose file
|
||||||
|
* is no longer in the content store returns 500 and would otherwise pop a modal the user can do
|
||||||
|
* nothing about. The interceptor still rethrows, so the caller's error callback continues to run.
|
||||||
|
*/
|
||||||
|
downloadClientDocument(parentEntityId: string, documentId: string, silent = false) {
|
||||||
|
return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, {
|
||||||
|
responseType: 'blob',
|
||||||
|
...(silent ? { context: new HttpContext().set(SILENT_HTTP_ERROR, true) } : {})
|
||||||
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
uploadClientDocument(clientId: string, documentData: any) {
|
uploadClientDocument(clientId: string, documentData: any) {
|
||||||
@@ -992,12 +1003,28 @@ export class ClientsService {
|
|||||||
return this.http.post(`/clients/${clientId}/entityclassification/${category}`, data);
|
return this.http.post(`/clients/${clientId}/entityclassification/${category}`, data);
|
||||||
}
|
}
|
||||||
|
|
||||||
getClientCkyc(clientId: string): Observable<any> {
|
/**
|
||||||
return this.http.get(`/clients/${clientId}/ckyc`);
|
* Uploads a single CKYC artefact against the client, using the platform's generic document
|
||||||
|
* endpoint (DocumentApiResource, POST /v1/{entityType}/{entityId}/documents). There is no
|
||||||
|
* CKYC-specific document API on the backend - the earlier `/clients/{id}/ckyc/documents` path
|
||||||
|
* was never implemented and returned 404.
|
||||||
|
*
|
||||||
|
* The multipart body must carry `file`, `name` and `description`; the caller builds those so the
|
||||||
|
* stored document stays identifiable by CKYC artefact type. See ckyc-tab.component.ts.
|
||||||
|
*/
|
||||||
|
uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
|
||||||
|
return this.http.post(`/clients/${clientId}/documents`, formData);
|
||||||
}
|
}
|
||||||
|
|
||||||
uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
|
/**
|
||||||
return this.http.post(`/clients/${clientId}/ckyc/documents`, formData);
|
* Replaces the content of an existing client document in place (DocumentApiResource PUT
|
||||||
|
* /v1/{entityType}/{entityId}/documents/{documentId}), keeping the same document id.
|
||||||
|
*
|
||||||
|
* Used by the CKYC screen's "Upload new version" so a re-upload updates the existing artefact
|
||||||
|
* rather than adding another row. Takes the same multipart body as the create call.
|
||||||
|
*/
|
||||||
|
replaceClientDocument(clientId: string, documentId: string, formData: FormData): Observable<any> {
|
||||||
|
return this.http.put(`/clients/${clientId}/documents/${documentId}`, formData);
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
/**
|
||||||
|
|||||||
@@ -840,15 +840,6 @@ export class CreateClientComponent {
|
|||||||
this.saveAddressProof(clientId);
|
this.saveAddressProof(clientId);
|
||||||
}
|
}
|
||||||
|
|
||||||
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention the CKYC tab and
|
|
||||||
* client-india-address-step's own "load existing" parsing both read back. */
|
|
||||||
private buildProofDescription(issueDate: string | null | undefined, expiryDate: string | null | undefined): string {
|
|
||||||
const parts: string[] = [];
|
|
||||||
if (issueDate) parts.push(`Issue date: ${issueDate}`);
|
|
||||||
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
|
|
||||||
return parts.join(', ');
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Save the address-proof picked on the permanent tab as a client identifier
|
* Save the address-proof picked on the permanent tab as a client identifier
|
||||||
* + upload each selected file as a document attached to that identifier.
|
* + upload each selected file as a document attached to that identifier.
|
||||||
@@ -864,9 +855,9 @@ export class CreateClientComponent {
|
|||||||
const proofName = payload.proof?.name || 'Address Proof';
|
const proofName = payload.proof?.name || 'Address Proof';
|
||||||
const identifierData: any = {
|
const identifierData: any = {
|
||||||
documentTypeId: payload.proofId,
|
documentTypeId: payload.proofId,
|
||||||
status: 'ACTIVE',
|
status: 'Active',
|
||||||
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
||||||
description: this.buildProofDescription(payload.issueDate, payload.expiryDate)
|
description: payload.issueDate ? `Issue date: ${payload.issueDate}` : ''
|
||||||
};
|
};
|
||||||
|
|
||||||
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
|
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
|
||||||
@@ -913,7 +904,7 @@ export class CreateClientComponent {
|
|||||||
}
|
}
|
||||||
const identifierData: any = {
|
const identifierData: any = {
|
||||||
documentTypeId,
|
documentTypeId,
|
||||||
status: 'ACTIVE',
|
status: 'Active',
|
||||||
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
||||||
description: 'KYC document'
|
description: 'KYC document'
|
||||||
};
|
};
|
||||||
|
|||||||
@@ -164,13 +164,6 @@ export class ContactOtpBlockComponent implements OnChanges, OnDestroy {
|
|||||||
request$.subscribe({
|
request$.subscribe({
|
||||||
next: (res: any) => {
|
next: (res: any) => {
|
||||||
this.sending = false;
|
this.sending = false;
|
||||||
// The backend reports failure to actually dispatch the OTP (gateway error, flagged
|
|
||||||
// number, SMTP failure...) as a 200 response with success:false and a real reason in
|
|
||||||
// `message` — never a thrown error. Surface that reason instead of treating it as sent.
|
|
||||||
if (res?.success === false) {
|
|
||||||
this.errorMessage = res?.message || 'Could not send OTP.';
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.otpId = res?.otpId ?? res?.resourceId ?? null;
|
this.otpId = res?.otpId ?? res?.resourceId ?? null;
|
||||||
this.otpSent = true;
|
this.otpSent = true;
|
||||||
this.clearAllDigits();
|
this.clearAllDigits();
|
||||||
|
|||||||
@@ -1035,15 +1035,6 @@ export class EditClientComponent {
|
|||||||
this.saveAddressProof(clientId);
|
this.saveAddressProof(clientId);
|
||||||
}
|
}
|
||||||
|
|
||||||
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention the CKYC tab and
|
|
||||||
* client-india-address-step's own "load existing" parsing both read back. */
|
|
||||||
private buildProofDescription(issueDate: string | null | undefined, expiryDate: string | null | undefined): string {
|
|
||||||
const parts: string[] = [];
|
|
||||||
if (issueDate) parts.push(`Issue date: ${issueDate}`);
|
|
||||||
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
|
|
||||||
return parts.join(', ');
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
/**
|
||||||
* Save the address-proof picked on the permanent tab as a client identifier
|
* Save the address-proof picked on the permanent tab as a client identifier
|
||||||
* + upload each selected file as a document attached to that identifier.
|
* + upload each selected file as a document attached to that identifier.
|
||||||
@@ -1059,9 +1050,9 @@ export class EditClientComponent {
|
|||||||
const proofName = payload.proof?.name || 'Address Proof';
|
const proofName = payload.proof?.name || 'Address Proof';
|
||||||
const identifierData: any = {
|
const identifierData: any = {
|
||||||
documentTypeId: payload.proofId,
|
documentTypeId: payload.proofId,
|
||||||
status: 'ACTIVE',
|
status: 'Active',
|
||||||
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
||||||
description: this.buildProofDescription(payload.issueDate, payload.expiryDate)
|
description: payload.issueDate ? `Issue date: ${payload.issueDate}` : ''
|
||||||
};
|
};
|
||||||
|
|
||||||
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
|
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
|
||||||
@@ -1114,7 +1105,7 @@ export class EditClientComponent {
|
|||||||
const existingId = this.clientKycStep?.existingKycIdentifierId;
|
const existingId = this.clientKycStep?.existingKycIdentifierId;
|
||||||
if (existingId) {
|
if (existingId) {
|
||||||
this.resolveDocumentTypeId(payload.proofId, proofName).subscribe((documentTypeId: number | null) => {
|
this.resolveDocumentTypeId(payload.proofId, proofName).subscribe((documentTypeId: number | null) => {
|
||||||
const update: any = { documentKey: payload.documentKey || `${proofName} - ${clientId}`, status: 'ACTIVE' };
|
const update: any = { documentKey: payload.documentKey || `${proofName} - ${clientId}`, status: 'Active' };
|
||||||
if (documentTypeId != null) {
|
if (documentTypeId != null) {
|
||||||
update.documentTypeId = documentTypeId;
|
update.documentTypeId = documentTypeId;
|
||||||
}
|
}
|
||||||
@@ -1137,7 +1128,7 @@ export class EditClientComponent {
|
|||||||
}
|
}
|
||||||
const identifierData: any = {
|
const identifierData: any = {
|
||||||
documentTypeId,
|
documentTypeId,
|
||||||
status: 'ACTIVE',
|
status: 'Active',
|
||||||
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
||||||
description: 'KYC document'
|
description: 'KYC document'
|
||||||
};
|
};
|
||||||
|
|||||||
-137
@@ -1,137 +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="kdu-title">
|
|
||||||
<mat-icon>description</mat-icon>
|
|
||||||
Update {{ data.documentName }}
|
|
||||||
</h2>
|
|
||||||
|
|
||||||
<mat-dialog-content class="kdu-body">
|
|
||||||
<!-- Why this is being asked for, in the words the alert used. -->
|
|
||||||
@if (data.reason) {
|
|
||||||
<div class="kdu-reason">
|
|
||||||
<mat-icon>schedule</mat-icon>
|
|
||||||
<span>{{ data.reason }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<form [formGroup]="form" class="kdu-form">
|
|
||||||
<mat-form-field appearance="outline" class="kdu-field kdu-field--wide">
|
|
||||||
<mat-label>Document Number</mat-label>
|
|
||||||
<input matInput formControlName="documentNumber" autocomplete="off" />
|
|
||||||
@if (form.get('documentNumber')?.hasError('required') && form.get('documentNumber')?.touched) {
|
|
||||||
<mat-error>Document number is required</mat-error>
|
|
||||||
}
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="kdu-field">
|
|
||||||
<mat-label>Issued On</mat-label>
|
|
||||||
<input matInput [matDatepicker]="issuePicker" formControlName="issueDate" />
|
|
||||||
<mat-datepicker-toggle matSuffix [for]="issuePicker"></mat-datepicker-toggle>
|
|
||||||
<mat-datepicker #issuePicker></mat-datepicker>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="kdu-field">
|
|
||||||
<mat-label>Valid Till</mat-label>
|
|
||||||
<input matInput [matDatepicker]="expiryPicker" formControlName="expiryDate" />
|
|
||||||
<mat-datepicker-toggle matSuffix [for]="expiryPicker"></mat-datepicker-toggle>
|
|
||||||
<mat-datepicker #expiryPicker></mat-datepicker>
|
|
||||||
<mat-hint>Blank if it does not expire</mat-hint>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<!-- Only where the KYC record is already verified. Changing what a verified record holds is an
|
|
||||||
amendment, and the reason goes on the record with it. -->
|
|
||||||
@if (data.requiresRemarks) {
|
|
||||||
<mat-form-field appearance="outline" class="kdu-field kdu-field--wide">
|
|
||||||
<mat-label>Reason for update</mat-label>
|
|
||||||
<textarea
|
|
||||||
matInput
|
|
||||||
formControlName="remarks"
|
|
||||||
rows="2"
|
|
||||||
placeholder="e.g. Document expired — fresh copy collected from the customer"
|
|
||||||
></textarea>
|
|
||||||
<mat-hint>Recorded against the verified KYC record</mat-hint>
|
|
||||||
@if (form.get('remarks')?.hasError('required') && form.get('remarks')?.touched) {
|
|
||||||
<mat-error>A reason is required to change a verified KYC record</mat-error>
|
|
||||||
}
|
|
||||||
</mat-form-field>
|
|
||||||
}
|
|
||||||
</form>
|
|
||||||
|
|
||||||
<div class="kdu-scans">
|
|
||||||
<div class="kdu-scans__head">Scanned copy</div>
|
|
||||||
<p class="kdu-scans__hint">
|
|
||||||
Leave a side untouched to keep the scan already on file. The previous copy is kept either way.
|
|
||||||
</p>
|
|
||||||
|
|
||||||
<div class="kdu-sides">
|
|
||||||
@for (slot of slots; track slot) {
|
|
||||||
<div class="kdu-side">
|
|
||||||
<div class="kdu-side__label">
|
|
||||||
{{ slot === 'front' ? 'Front' : 'Back' }}
|
|
||||||
@if (isReplaced(slot)) {
|
|
||||||
<span class="kdu-side__new">New</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="kdu-side__frame" [class.kdu-side__frame--new]="isReplaced(slot)">
|
|
||||||
@if (previewOf(slot)) {
|
|
||||||
<img [src]="previewOf(slot)" [alt]="slot === 'front' ? 'Front of document' : 'Back of document'" />
|
|
||||||
} @else if (isReplaced(slot)) {
|
|
||||||
<!-- Picked, but not an image (a PDF, say) — named rather than shown. -->
|
|
||||||
<div class="kdu-side__file">
|
|
||||||
<mat-icon>insert_drive_file</mat-icon>
|
|
||||||
<span>{{ pickedName(slot) }}</span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="kdu-side__none">Not on file</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="kdu-side__actions">
|
|
||||||
<button type="button" mat-stroked-button class="kdu-side__btn" (click)="sideInput.click()">
|
|
||||||
{{ previewOf(slot) || isReplaced(slot) ? 'Choose new scan' : 'Upload scan' }}
|
|
||||||
</button>
|
|
||||||
@if (isReplaced(slot)) {
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
mat-icon-button
|
|
||||||
class="kdu-side__undo"
|
|
||||||
matTooltip="Keep the scan already on file"
|
|
||||||
(click)="clearPick(slot)"
|
|
||||||
>
|
|
||||||
<mat-icon>undo</mat-icon>
|
|
||||||
</button>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
<input
|
|
||||||
#sideInput
|
|
||||||
type="file"
|
|
||||||
hidden
|
|
||||||
accept="image/*,application/pdf"
|
|
||||||
(change)="onFilePicked($event, slot)"
|
|
||||||
/>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</mat-dialog-content>
|
|
||||||
|
|
||||||
<mat-dialog-actions align="end" class="kdu-actions">
|
|
||||||
<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
|
|
||||||
<button
|
|
||||||
mat-flat-button
|
|
||||||
color="primary"
|
|
||||||
type="button"
|
|
||||||
[disabled]="form.invalid || !hasChanges"
|
|
||||||
[matTooltip]="!hasChanges ? 'Change a detail or add a scan first' : ''"
|
|
||||||
(click)="submit()"
|
|
||||||
>
|
|
||||||
Save Document
|
|
||||||
</button>
|
|
||||||
</mat-dialog-actions>
|
|
||||||
-172
@@ -1,172 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
.kdu-title {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 8px;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-body {
|
|
||||||
padding-top: 4px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-reason {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 8px;
|
|
||||||
margin-bottom: 16px;
|
|
||||||
padding: 10px 12px;
|
|
||||||
border: 1px solid #fde68a;
|
|
||||||
border-radius: 6px;
|
|
||||||
background: #fffbeb;
|
|
||||||
color: #92400e;
|
|
||||||
font-size: 13px;
|
|
||||||
line-height: 1.5;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
flex: 0 0 auto;
|
|
||||||
font-size: 18px;
|
|
||||||
width: 18px;
|
|
||||||
height: 18px;
|
|
||||||
color: #d97706;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-form {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-field {
|
|
||||||
flex: 1 1 180px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-field--wide {
|
|
||||||
flex: 1 1 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-scans {
|
|
||||||
margin-top: 8px;
|
|
||||||
padding: 12px;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 8px;
|
|
||||||
background: #f8fafc;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-scans__head {
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.03em;
|
|
||||||
text-transform: uppercase;
|
|
||||||
color: #475569;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-scans__hint {
|
|
||||||
margin: 4px 0 12px;
|
|
||||||
font-size: 12px;
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-sides {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-side {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 6px;
|
|
||||||
width: 210px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-side__label {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 6px;
|
|
||||||
font-size: 12px;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #334155;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Marks the side the officer has just re-scanned, so it is obvious what will change on save. */
|
|
||||||
.kdu-side__new {
|
|
||||||
padding: 1px 7px;
|
|
||||||
border-radius: 999px;
|
|
||||||
background: #dcfce7;
|
|
||||||
color: #15803d;
|
|
||||||
font-size: 10.5px;
|
|
||||||
font-weight: 700;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-side__frame {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
height: 132px;
|
|
||||||
padding: 6px;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 6px;
|
|
||||||
background: #fff;
|
|
||||||
overflow: hidden;
|
|
||||||
|
|
||||||
img {
|
|
||||||
max-width: 100%;
|
|
||||||
max-height: 100%;
|
|
||||||
object-fit: contain;
|
|
||||||
border-radius: 3px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--new {
|
|
||||||
border-color: #86efac;
|
|
||||||
box-shadow: 0 0 0 1px #86efac;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-side__none {
|
|
||||||
font-size: 12px;
|
|
||||||
color: #94a3b8;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-side__file {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
align-items: center;
|
|
||||||
gap: 4px;
|
|
||||||
padding: 0 6px;
|
|
||||||
font-size: 11px;
|
|
||||||
color: #475569;
|
|
||||||
text-align: center;
|
|
||||||
word-break: break-word;
|
|
||||||
|
|
||||||
mat-icon {
|
|
||||||
color: #64748b;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-side__actions {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 4px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-side__btn {
|
|
||||||
flex: 1;
|
|
||||||
font-size: 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.kdu-actions {
|
|
||||||
padding: 8px 24px 20px;
|
|
||||||
gap: 8px;
|
|
||||||
}
|
|
||||||
-215
@@ -1,215 +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, OnDestroy, inject } from '@angular/core';
|
|
||||||
import { CommonModule } from '@angular/common';
|
|
||||||
import { UntypedFormBuilder, UntypedFormGroup, Validators, ReactiveFormsModule } from '@angular/forms';
|
|
||||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
|
||||||
import { MatButtonModule } from '@angular/material/button';
|
|
||||||
import { MatDatepickerModule } from '@angular/material/datepicker';
|
|
||||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
|
||||||
import { MatInputModule } from '@angular/material/input';
|
|
||||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
|
||||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
|
||||||
|
|
||||||
/** What the caller hands in: the document as it stands, and the scans already on file. */
|
|
||||||
export interface KycDocumentUpdateData {
|
|
||||||
documentName: string;
|
|
||||||
documentNumber: string;
|
|
||||||
issueDate: Date | string | null;
|
|
||||||
expiryDate: Date | string | null;
|
|
||||||
/** Why the document is being asked for, shown at the top so the officer sees the reason. */
|
|
||||||
reason: string;
|
|
||||||
/** Previews of what is currently held, so the officer can see what they are replacing. */
|
|
||||||
currentFront: string | null;
|
|
||||||
currentBack: string | null;
|
|
||||||
/**
|
|
||||||
* True when the KYC record is already verified. Changing data on one of those needs a reason on
|
|
||||||
* the record, which the server enforces - so the dialog asks for it rather than letting the
|
|
||||||
* officer fill the whole form in and be refused on submit.
|
|
||||||
*/
|
|
||||||
requiresRemarks: boolean;
|
|
||||||
}
|
|
||||||
|
|
||||||
/** What the caller gets back: the corrected details, plus whichever sides were re-scanned. */
|
|
||||||
export interface KycDocumentUpdateResult {
|
|
||||||
documentNumber: string;
|
|
||||||
issueDate: Date | null;
|
|
||||||
expiryDate: Date | null;
|
|
||||||
front: File | null;
|
|
||||||
back: File | null;
|
|
||||||
/** Why the document was re-collected. Blank unless the record was already verified. */
|
|
||||||
remarks: string;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Re-collects an officially valid document without leaving the KYC record.
|
|
||||||
*
|
|
||||||
* PAN and Aadhaar are each dealt with on their own row of the verification table. The OVD was the
|
|
||||||
* exception: its Update button put the whole KYC form into edit mode, so re-collecting one expiring
|
|
||||||
* document meant scrolling a form of unrelated fields and finding the same document again. The work
|
|
||||||
* is the same either way - a new number, new dates, a fresh scan of each side - so it is asked for
|
|
||||||
* in one place.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-kyc-document-update-dialog',
|
|
||||||
templateUrl: './kyc-document-update-dialog.component.html',
|
|
||||||
styleUrls: ['./kyc-document-update-dialog.component.scss'],
|
|
||||||
standalone: true,
|
|
||||||
// The shared set carries the date adapter the two datepickers below need; the sibling dialogs
|
|
||||||
// pull it in the same way.
|
|
||||||
imports: [
|
|
||||||
...STANDALONE_SHARED_IMPORTS,
|
|
||||||
CommonModule,
|
|
||||||
ReactiveFormsModule,
|
|
||||||
MatDialogModule,
|
|
||||||
MatButtonModule,
|
|
||||||
MatDatepickerModule,
|
|
||||||
MatFormFieldModule,
|
|
||||||
MatIconModule,
|
|
||||||
MatInputModule,
|
|
||||||
MatProgressSpinnerModule,
|
|
||||||
MatTooltipModule
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class KycDocumentUpdateDialogComponent implements OnDestroy {
|
|
||||||
private formBuilder = inject(UntypedFormBuilder);
|
|
||||||
private dialogRef = inject<MatDialogRef<KycDocumentUpdateDialogComponent>>(MatDialogRef);
|
|
||||||
data = inject<KycDocumentUpdateData>(MAT_DIALOG_DATA);
|
|
||||||
|
|
||||||
form: UntypedFormGroup;
|
|
||||||
|
|
||||||
/** Newly chosen files, with a local preview so the officer sees what they picked. */
|
|
||||||
picked: { front: File | null; back: File | null } = { front: null, back: null };
|
|
||||||
pickedPreview: { front: string | null; back: string | null } = { front: null, back: null };
|
|
||||||
|
|
||||||
readonly slots: ('front' | 'back')[] = [
|
|
||||||
'front',
|
|
||||||
'back'
|
|
||||||
];
|
|
||||||
|
|
||||||
constructor() {
|
|
||||||
this.form = this.formBuilder.group({
|
|
||||||
documentNumber: [
|
|
||||||
this.data.documentNumber || '',
|
|
||||||
[Validators.required]
|
|
||||||
],
|
|
||||||
issueDate: [this.toDate(this.data.issueDate)],
|
|
||||||
// Left free rather than required: a passport expires, a PAN card does not.
|
|
||||||
expiryDate: [this.toDate(this.data.expiryDate)],
|
|
||||||
// Required only where the server requires it, so completing a record that was never verified
|
|
||||||
// does not demand a justification for filling in blanks.
|
|
||||||
remarks: [
|
|
||||||
'',
|
|
||||||
this.data.requiresRemarks ? [Validators.required] : []
|
|
||||||
]
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
private toDate(value: Date | string | null): Date | null {
|
|
||||||
if (!value) {
|
|
||||||
return null;
|
|
||||||
}
|
|
||||||
const d = value instanceof Date ? value : new Date(value);
|
|
||||||
return isNaN(d.getTime()) ? null : d;
|
|
||||||
}
|
|
||||||
|
|
||||||
previewOf(slot: 'front' | 'back'): string | null {
|
|
||||||
return this.pickedPreview[slot] || (slot === 'front' ? this.data.currentFront : this.data.currentBack);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** True once this side has been re-scanned in this dialog, so the label can say so. */
|
|
||||||
isReplaced(slot: 'front' | 'back'): boolean {
|
|
||||||
return !!this.picked[slot];
|
|
||||||
}
|
|
||||||
|
|
||||||
pickedName(slot: 'front' | 'back'): string {
|
|
||||||
return this.picked[slot]?.name || '';
|
|
||||||
}
|
|
||||||
|
|
||||||
onFilePicked(event: Event, slot: 'front' | 'back'): void {
|
|
||||||
const input = event.target as HTMLInputElement;
|
|
||||||
const file = input.files?.[0] || null;
|
|
||||||
// Cleared so re-picking the same filename still fires a change event.
|
|
||||||
input.value = '';
|
|
||||||
if (!file) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
if (this.pickedPreview[slot]) {
|
|
||||||
URL.revokeObjectURL(this.pickedPreview[slot]!);
|
|
||||||
}
|
|
||||||
this.picked[slot] = file;
|
|
||||||
this.pickedPreview[slot] = file.type.startsWith('image/') ? URL.createObjectURL(file) : null;
|
|
||||||
}
|
|
||||||
|
|
||||||
clearPick(slot: 'front' | 'back'): void {
|
|
||||||
if (this.pickedPreview[slot]) {
|
|
||||||
URL.revokeObjectURL(this.pickedPreview[slot]!);
|
|
||||||
}
|
|
||||||
this.picked[slot] = null;
|
|
||||||
this.pickedPreview[slot] = null;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Something has to change for the update to mean anything - either a corrected detail or a fresh
|
|
||||||
* scan. Submitting an untouched form would reopen a verified KYC record for no reason.
|
|
||||||
*/
|
|
||||||
get hasChanges(): boolean {
|
|
||||||
if (this.picked.front || this.picked.back) {
|
|
||||||
return true;
|
|
||||||
}
|
|
||||||
const v = this.form.value;
|
|
||||||
const sameNumber = (v.documentNumber || '').trim() === (this.data.documentNumber || '').trim();
|
|
||||||
const sameIssue = this.sameDay(v.issueDate, this.toDate(this.data.issueDate));
|
|
||||||
const sameExpiry = this.sameDay(v.expiryDate, this.toDate(this.data.expiryDate));
|
|
||||||
return !(sameNumber && sameIssue && sameExpiry);
|
|
||||||
}
|
|
||||||
|
|
||||||
private sameDay(a: Date | null, b: Date | null): boolean {
|
|
||||||
if (!a && !b) {
|
|
||||||
return true;
|
|
||||||
}
|
|
||||||
if (!a || !b) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
return a.getFullYear() === b.getFullYear() && a.getMonth() === b.getMonth() && a.getDate() === b.getDate();
|
|
||||||
}
|
|
||||||
|
|
||||||
submit(): void {
|
|
||||||
if (this.form.invalid || !this.hasChanges) {
|
|
||||||
this.form.markAllAsTouched();
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
const v = this.form.value;
|
|
||||||
const result: KycDocumentUpdateResult = {
|
|
||||||
documentNumber: (v.documentNumber || '').trim(),
|
|
||||||
issueDate: v.issueDate || null,
|
|
||||||
expiryDate: v.expiryDate || null,
|
|
||||||
front: this.picked.front,
|
|
||||||
back: this.picked.back,
|
|
||||||
remarks: (v.remarks || '').trim()
|
|
||||||
};
|
|
||||||
this.dialogRef.close(result);
|
|
||||||
}
|
|
||||||
|
|
||||||
cancel(): void {
|
|
||||||
this.dialogRef.close();
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnDestroy(): void {
|
|
||||||
// Only the previews this dialog created; the caller owns the ones it passed in.
|
|
||||||
for (const slot of this.slots) {
|
|
||||||
if (this.pickedPreview[slot]) {
|
|
||||||
URL.revokeObjectURL(this.pickedPreview[slot]!);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -310,6 +310,41 @@
|
|||||||
</nav>
|
</nav>
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
|
<!-- Live KPI ticker items — referenced twice below for seamless marquee loop -->
|
||||||
|
<ng-template #kpiTickerItems>
|
||||||
|
<span class="ti"><span class="ti-k">CASH</span><span class="ti-v amber">₹14,82,500</span></span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
<span class="ti">
|
||||||
|
<span class="ti-k">TXN TODAY</span>
|
||||||
|
<span class="ti-v">1,247</span>
|
||||||
|
<span class="ti-v up">↑ 8.2%</span>
|
||||||
|
</span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
<span class="ti"><span class="ti-k">CLEARING IN</span><span class="ti-v">42</span></span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
<span class="ti"><span class="ti-k">CLEARING OUT</span><span class="ti-v">38</span></span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
<span class="ti">
|
||||||
|
<span class="ti-k">NPA·GROSS</span>
|
||||||
|
<span class="ti-v amber">3.47%</span>
|
||||||
|
<span class="ti-v down">↑ 0.12</span>
|
||||||
|
</span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
<span class="ti"><span class="ti-k">CASA</span><span class="ti-v">58.2%</span></span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
<span class="ti"><span class="ti-k">CD RATIO</span><span class="ti-v">71.8%</span></span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
<span class="ti">
|
||||||
|
<span class="ti-k">RBI CIRC</span>
|
||||||
|
<span class="ti-v">DBR.AML.NO.4/14.01.001</span>
|
||||||
|
<span class="ti-v amber">NEW</span>
|
||||||
|
</span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
<span class="ti"><span class="ti-k">REPO</span><span class="ti-v">6.50%</span></span>
|
||||||
|
<span class="ti-d">│</span>
|
||||||
|
</ng-template>
|
||||||
|
|
||||||
<!-- ============================================================
|
<!-- ============================================================
|
||||||
Main Header — 2-Row Navigation
|
Main Header — 2-Row Navigation
|
||||||
============================================================
|
============================================================
|
||||||
@@ -588,11 +623,18 @@
|
|||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
<!-- The KPI ticker that sat here has been removed. Every figure in it was written into the template — cash on
|
<!-- LIVE KPI TICKER (below the menu — pauses on hover) -->
|
||||||
hand, transactions today, CASA, CD ratio, gross NPA, a circular reference — and none came from the bank's
|
<div class="kpi-ticker" role="marquee" aria-label="Live key-performance ticker">
|
||||||
own books. Under a "LIVE" badge on every screen in the application, that is not decoration: a figure a
|
<span class="kpi-live">
|
||||||
branch manager can read as the day's cash position, or an inspector as the NPA ratio, has to be the real
|
<span class="kpi-live-dot"></span>
|
||||||
one or must not be shown. The band returns when there is a source behind it. -->
|
LIVE
|
||||||
|
</span>
|
||||||
|
<div class="kpi-track">
|
||||||
|
<!-- Render the item block twice so the marquee loops seamlessly. -->
|
||||||
|
<ng-container *ngTemplateOutlet="kpiTickerItems"></ng-container>
|
||||||
|
<ng-container *ngTemplateOutlet="kpiTickerItems"></ng-container>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
}
|
}
|
||||||
<!-- end @if (!hideShellLayout) -->
|
<!-- end @if (!hideShellLayout) -->
|
||||||
|
|
||||||
@@ -671,9 +713,6 @@
|
|||||||
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
|
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
|
||||||
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
|
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item routerLink="/reports/bor" tabindex="0">
|
|
||||||
<i class="fa fa-gavel menu-item-icon"></i> BOR Register — Share Capital
|
|
||||||
</button>
|
|
||||||
</mat-menu>
|
</mat-menu>
|
||||||
|
|
||||||
<!-- Admin Mega Menu — 3-column rectangular panel grouping Setup,
|
<!-- Admin Mega Menu — 3-column rectangular panel grouping Setup,
|
||||||
@@ -883,11 +922,7 @@
|
|||||||
(click)="subLedgerOpen = false"
|
(click)="subLedgerOpen = false"
|
||||||
><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
|
><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
|
||||||
>
|
>
|
||||||
<a
|
<a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('Locker Entry')" (click)="subLedgerOpen = false"
|
||||||
class="gl-link"
|
|
||||||
[class.hidden]="!matchesSubLedgerSearch('Locker Entry')"
|
|
||||||
routerLink="/locker"
|
|
||||||
(click)="subLedgerOpen = false"
|
|
||||||
><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
|
><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
|
||||||
>
|
>
|
||||||
<a
|
<a
|
||||||
@@ -1179,29 +1214,14 @@
|
|||||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
|
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
|
||||||
<fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
|
<fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds']" (click)="depositsMenu.closed.emit()">
|
<button mat-menu-item tabindex="0"><fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS</button>
|
||||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Party Master
|
|
||||||
</button>
|
|
||||||
<button
|
|
||||||
mat-menu-item
|
|
||||||
tabindex="0"
|
|
||||||
[routerLink]="['/accounts/dds-accounts']"
|
|
||||||
(click)="depositsMenu.closed.emit()"
|
|
||||||
>
|
|
||||||
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> DDS Accounts
|
|
||||||
</button>
|
|
||||||
</div>
|
</div>
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Agent</div>
|
<div class="deposit-group-title">Agent</div>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
|
<fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
|
||||||
</button>
|
</button>
|
||||||
<button
|
<button mat-menu-item tabindex="0">
|
||||||
mat-menu-item
|
|
||||||
tabindex="0"
|
|
||||||
[routerLink]="['/accounts/dds-collection']"
|
|
||||||
(click)="depositsMenu.closed.emit()"
|
|
||||||
>
|
|
||||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
|
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0">
|
||||||
@@ -1216,14 +1236,6 @@
|
|||||||
</div>
|
</div>
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Reports</div>
|
<div class="deposit-group-title">Reports</div>
|
||||||
<button
|
|
||||||
mat-menu-item
|
|
||||||
tabindex="0"
|
|
||||||
[routerLink]="['/accounts/dds-reports']"
|
|
||||||
(click)="depositsMenu.closed.emit()"
|
|
||||||
>
|
|
||||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Reports
|
|
||||||
</button>
|
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/savings-daily-interest']">
|
<button mat-menu-item tabindex="0" [routerLink]="['/savings-daily-interest']">
|
||||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
|
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
|
||||||
</button>
|
</button>
|
||||||
@@ -1327,79 +1339,72 @@
|
|||||||
<!-- Share Operations -->
|
<!-- Share Operations -->
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Share Operations</div>
|
<div class="deposit-group-title">Share Operations</div>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/nominal-shares']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Nominal Share Report
|
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Nominal Share Report
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-wise']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Share Wise Report
|
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Share Wise Report
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/guarantor-detail']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="user-shield" class="menu-item-icon"></fa-icon> Guarantor Detail
|
<fa-icon icon="user-shield" class="menu-item-icon"></fa-icon> Guarantor Detail
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/member-interest']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="calculator" class="menu-item-icon"></fa-icon> Total Int Rec
|
<fa-icon icon="calculator" class="menu-item-icon"></fa-icon> Total Int Rec
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/enquiry']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="search" class="menu-item-icon"></fa-icon> Share Enquiry
|
<fa-icon icon="search" class="menu-item-icon"></fa-icon> Share Enquiry
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
<!-- Share Documents -->
|
<!-- Share Documents -->
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Share Documents</div>
|
<div class="deposit-group-title">Share Documents</div>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/payment-certificate']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Share Payment Certificate
|
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Share Payment Certificate
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-detail']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> Share Detail
|
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> Share Detail
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/dividend-statement']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="dollar-sign" class="menu-item-icon"></fa-icon> Dividend Statement
|
<fa-icon icon="dollar-sign" class="menu-item-icon"></fa-icon> Dividend Statement
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/transfers']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Share Transfer
|
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Share Transfer
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/folio-statement']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Folio Statement
|
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Folio Statement
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
<!-- Share Reports -->
|
<!-- Share Reports -->
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Share Reports</div>
|
<div class="deposit-group-title">Share Reports</div>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/final-balance']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Final Balance
|
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Final Balance
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/account-statement']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Account Statement
|
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Account Statement
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-issued']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Share Issued
|
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Share Issued
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/share-holders']">
|
<button mat-menu-item tabindex="0" [routerLink]="['/shares/share-holders']">
|
||||||
<fa-icon icon="users" class="menu-item-icon"></fa-icon> Share Holder
|
<fa-icon icon="users" class="menu-item-icon"></fa-icon> Share Holder
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-status']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="info-circle" class="menu-item-icon"></fa-icon> Share Status
|
<fa-icon icon="info-circle" class="menu-item-icon"></fa-icon> Share Status
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/product-summary']">
|
|
||||||
<fa-icon icon="layer-group" class="menu-item-icon"></fa-icon> Product Summary
|
|
||||||
</button>
|
|
||||||
</div>
|
</div>
|
||||||
<!-- Share Admin -->
|
<!-- Share Admin -->
|
||||||
<div class="deposit-menu-group">
|
<div class="deposit-menu-group">
|
||||||
<div class="deposit-group-title">Share Admin</div>
|
<div class="deposit-group-title">Share Admin</div>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/distinctive-numbers']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Devede No Detail
|
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Devede No Detail
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/area-wise']">
|
<button mat-menu-item tabindex="0"><fa-icon icon="map" class="menu-item-icon"></fa-icon> Area Wise</button>
|
||||||
<fa-icon icon="map" class="menu-item-icon"></fa-icon> Area Wise
|
<button mat-menu-item tabindex="0"><fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Label</button>
|
||||||
</button>
|
<button mat-menu-item tabindex="0">
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/labels']">
|
|
||||||
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Label
|
|
||||||
</button>
|
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/letters']">
|
|
||||||
<fa-icon icon="envelope" class="menu-item-icon"></fa-icon> Share Letter
|
<fa-icon icon="envelope" class="menu-item-icon"></fa-icon> Share Letter
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item tabindex="0" [routerLink]="['/letter-mgmt/share-member']">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Share Member Details
|
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Share Member Details
|
||||||
</button>
|
</button>
|
||||||
</div>
|
</div>
|
||||||
@@ -1421,9 +1426,7 @@
|
|||||||
<button mat-menu-item tabindex="0">
|
<button mat-menu-item tabindex="0">
|
||||||
<fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
|
<fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
|
||||||
</button>
|
</button>
|
||||||
<button mat-menu-item routerLink="/locker" tabindex="0">
|
<button mat-menu-item tabindex="0"><fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker</button>
|
||||||
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker
|
|
||||||
</button>
|
|
||||||
<button mat-menu-item routerLink="/investment/bonds" tabindex="0">
|
<button mat-menu-item routerLink="/investment/bonds" tabindex="0">
|
||||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
|
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
|
||||||
</button>
|
</button>
|
||||||
|
|||||||
@@ -299,38 +299,32 @@
|
|||||||
</mat-icon>
|
</mat-icon>
|
||||||
<a matLine>{{ 'labels.menus.Notifications' | translate }}</a>
|
<a matLine>{{ 'labels.menus.Notifications' | translate }}</a>
|
||||||
</mat-list-item>
|
</mat-list-item>
|
||||||
<!-- Frequent Postings / Create Journal Entry — hidden while disabled, see
|
<mat-list-item
|
||||||
accounting/disabled-features.ts -->
|
[routerLink]="['/accounting/journal-entries/frequent-postings']"
|
||||||
@if (!disabledFeatures.frequentPostings) {
|
[matTooltipPosition]="tooltipPosition"
|
||||||
<mat-list-item
|
matTooltip="{{ 'tooltips.Frequent Postings' | translate }}"
|
||||||
[routerLink]="['/accounting/journal-entries/frequent-postings']"
|
routerLinkActive="active-menu"
|
||||||
[matTooltipPosition]="tooltipPosition"
|
[routerLinkActiveOptions]="{ exact: false }"
|
||||||
matTooltip="{{ 'tooltips.Frequent Postings' | translate }}"
|
*mifosxHasPermission="'SIDEBAR_FREQUENT_POSTINGS'"
|
||||||
routerLinkActive="active-menu"
|
>
|
||||||
[routerLinkActiveOptions]="{ exact: false }"
|
<mat-icon matListIcon>
|
||||||
*mifosxHasPermission="'SIDEBAR_FREQUENT_POSTINGS'"
|
<fa-icon icon="sync" size="sm"></fa-icon>
|
||||||
>
|
</mat-icon>
|
||||||
<mat-icon matListIcon>
|
<a matLine #frequentPostings>{{ 'labels.menus.Frequent Postings' | translate }}</a>
|
||||||
<fa-icon icon="sync" size="sm"></fa-icon>
|
</mat-list-item>
|
||||||
</mat-icon>
|
<mat-list-item
|
||||||
<a matLine #frequentPostings>{{ 'labels.menus.Frequent Postings' | translate }}</a>
|
[routerLink]="['/accounting/journal-entries/create']"
|
||||||
</mat-list-item>
|
[matTooltipPosition]="tooltipPosition"
|
||||||
}
|
matTooltip="{{ 'tooltips.Create Journal Entry' | translate }}"
|
||||||
@if (!disabledFeatures.createJournalEntries) {
|
routerLinkActive="active-menu"
|
||||||
<mat-list-item
|
[routerLinkActiveOptions]="{ exact: false }"
|
||||||
[routerLink]="['/accounting/journal-entries/create']"
|
*mifosxHasPermission="'SIDEBAR_JOURNAL_ENTRY'"
|
||||||
[matTooltipPosition]="tooltipPosition"
|
>
|
||||||
matTooltip="{{ 'tooltips.Create Journal Entry' | translate }}"
|
<mat-icon matListIcon>
|
||||||
routerLinkActive="active-menu"
|
<fa-icon icon="plus" size="sm"></fa-icon>
|
||||||
[routerLinkActiveOptions]="{ exact: false }"
|
</mat-icon>
|
||||||
*mifosxHasPermission="'SIDEBAR_JOURNAL_ENTRY'"
|
<a matLine #createJournalEntry>{{ 'labels.menus.Create Journal Entry' | translate }}</a>
|
||||||
>
|
</mat-list-item>
|
||||||
<mat-icon matListIcon>
|
|
||||||
<fa-icon icon="plus" size="sm"></fa-icon>
|
|
||||||
</mat-icon>
|
|
||||||
<a matLine #createJournalEntry>{{ 'labels.menus.Create Journal Entry' | translate }}</a>
|
|
||||||
</mat-list-item>
|
|
||||||
}
|
|
||||||
<mat-list-item
|
<mat-list-item
|
||||||
[routerLink]="['/accounting/chart-of-accounts']"
|
[routerLink]="['/accounting/chart-of-accounts']"
|
||||||
[matTooltipPosition]="tooltipPosition"
|
[matTooltipPosition]="tooltipPosition"
|
||||||
|
|||||||
@@ -33,7 +33,6 @@ import { MatIcon } from '@angular/material/icon';
|
|||||||
import { MatLine } from '@angular/material/grid-list';
|
import { MatLine } from '@angular/material/grid-list';
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||||
import { remittanceConfig } from '../../../remittances/remittance.config';
|
import { remittanceConfig } from '../../../remittances/remittance.config';
|
||||||
import { DISABLED_ACCOUNTING_FEATURES } from '../../../accounting/disabled-features';
|
|
||||||
import { environment } from '../../../../environments/environment';
|
import { environment } from '../../../../environments/environment';
|
||||||
|
|
||||||
import { catchError, finalize, of, take } from 'rxjs';
|
import { catchError, finalize, of, take } from 'rxjs';
|
||||||
@@ -82,8 +81,6 @@ export class SidenavComponent implements OnInit, AfterViewInit {
|
|||||||
frequentActivities: any[] = frequentActivities;
|
frequentActivities: any[] = frequentActivities;
|
||||||
/** Whether remittance feature is enabled */
|
/** Whether remittance feature is enabled */
|
||||||
mifosRemittanceEnabled = remittanceConfig.isRemittanceEnabled;
|
mifosRemittanceEnabled = remittanceConfig.isRemittanceEnabled;
|
||||||
/** Accounting features switched off for this installation — see accounting/disabled-features.ts. */
|
|
||||||
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
|
||||||
/** Whether Superset Analytics is enabled */
|
/** Whether Superset Analytics is enabled */
|
||||||
supersetEnabled = environment.supersetEnabled;
|
supersetEnabled = environment.supersetEnabled;
|
||||||
|
|
||||||
|
|||||||
@@ -35,32 +35,3 @@ export function toIsoDate(value: any): string {
|
|||||||
}
|
}
|
||||||
return String(value).slice(0, 10);
|
return String(value).slice(0, 10);
|
||||||
}
|
}
|
||||||
|
|
||||||
/**
|
|
||||||
* A Fineract timestamp as a real Date, so Angular's `date` pipe can format it.
|
|
||||||
*
|
|
||||||
* LocalDateTime arrives as [y, M, d, H, m, s] — an array the pipe renders as nothing at all, which
|
|
||||||
* is how a "Raised On" column came to sit empty next to an alert that plainly had been raised.
|
|
||||||
* Month is 1-based on the wire and 0-based in Date, hence the shift.
|
|
||||||
*/
|
|
||||||
export function toApiDate(value: any): Date | null {
|
|
||||||
if (!value) {
|
|
||||||
return null;
|
|
||||||
}
|
|
||||||
if (Array.isArray(value)) {
|
|
||||||
const [
|
|
||||||
year,
|
|
||||||
month,
|
|
||||||
day,
|
|
||||||
hour = 0,
|
|
||||||
minute = 0,
|
|
||||||
second = 0
|
|
||||||
] = value;
|
|
||||||
if (!year || !month || !day) {
|
|
||||||
return null;
|
|
||||||
}
|
|
||||||
return new Date(year, month - 1, day, hour, minute, second);
|
|
||||||
}
|
|
||||||
const parsed = new Date(value);
|
|
||||||
return isNaN(parsed.getTime()) ? null : parsed;
|
|
||||||
}
|
|
||||||
|
|||||||
-381
@@ -1,381 +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="dialog-wrapper">
|
|
||||||
<div class="dialog-header">
|
|
||||||
<div class="header-icon">
|
|
||||||
<mat-icon>account_balance_wallet</mat-icon>
|
|
||||||
</div>
|
|
||||||
<div class="header-text">
|
|
||||||
<h2>Apply DDS Receipt</h2>
|
|
||||||
<p>
|
|
||||||
Agent <strong class="mono">{{ data.agentCode }}</strong> · {{ data.agentName }}
|
|
||||||
@if (data.glCode) {
|
|
||||||
· GL <strong class="mono">{{ data.glCode }}</strong>
|
|
||||||
}
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
<button type="button" mat-icon-button class="header-close" [mat-dialog-close]="false" aria-label="Close">
|
|
||||||
<mat-icon>close</mat-icon>
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<mat-dialog-content class="dialog-body">
|
|
||||||
@if (loading) {
|
|
||||||
<div class="state-block">
|
|
||||||
<mat-spinner diameter="30"></mat-spinner>
|
|
||||||
<span>Loading entries and receipts…</span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<!-- What the picked vouchers have to cover, and whether they do. -->
|
|
||||||
<div class="sc-card">
|
|
||||||
<div class="sc-row" [class.sc-ok]="canApply" [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0">
|
|
||||||
<div class="sc-left">
|
|
||||||
<span class="sc-label">Collections up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</span>
|
|
||||||
<span class="sc-sub"
|
|
||||||
>{{ pickedEntryCount }} {{ pickedEntryCount === 1 ? 'entry' : 'entries' }} to settle</span
|
|
||||||
>
|
|
||||||
</div>
|
|
||||||
<div class="sc-right">
|
|
||||||
<span class="sc-val">{{ required | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
<div
|
|
||||||
class="sc-row sc-sep"
|
|
||||||
[class.sc-ok]="canApply"
|
|
||||||
[class.sc-bad]="pickedReceipts.size > 0 && difference !== 0"
|
|
||||||
>
|
|
||||||
<div class="sc-left">
|
|
||||||
<span class="sc-label">Vouchers picked</span>
|
|
||||||
<span class="sc-sub"
|
|
||||||
>{{ pickedReceipts.size }} {{ pickedReceipts.size === 1 ? 'voucher' : 'vouchers' }}</span
|
|
||||||
>
|
|
||||||
</div>
|
|
||||||
<div class="sc-right">
|
|
||||||
<span
|
|
||||||
class="sc-val"
|
|
||||||
[class.sc-val-ok]="canApply"
|
|
||||||
[class.sc-val-bad]="pickedReceipts.size > 0 && difference !== 0"
|
|
||||||
>
|
|
||||||
{{ received | number: '1.2-2' }}
|
|
||||||
</span>
|
|
||||||
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference < 0) {
|
|
||||||
<span class="sc-tag sc-tag-bad">Short {{ -difference | number: '1.2-2' }}</span>
|
|
||||||
} @else if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference > 0) {
|
|
||||||
<span class="sc-tag sc-tag-bad">Over {{ difference | number: '1.2-2' }}</span>
|
|
||||||
} @else if (canApply) {
|
|
||||||
<span class="sc-tag sc-tag-ok">✓ Matches</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="sc-total-row" [class.sc-total-ok]="canApply">
|
|
||||||
<span class="sc-total-lbl">Total to Apply</span>
|
|
||||||
<div class="sc-total-nums">
|
|
||||||
<span class="sc-total-req mono">{{ required | number: '1.2-2' }}</span>
|
|
||||||
<span class="sc-arrow">→</span>
|
|
||||||
<span class="sc-total-got mono" [class.sc-total-got-ok]="canApply">{{ received | number: '1.2-2' }}</span>
|
|
||||||
<span class="sc-status-pill" [class.sc-pill-ok]="canApply" [class.sc-pill-pending]="!canApply">
|
|
||||||
{{ canApply ? '✓ Ready' : 'Pending' }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- ── 1: the days the agent wrote down ──────────────────────────────────── -->
|
|
||||||
<section class="slot">
|
|
||||||
<header class="slot-head">
|
|
||||||
<span class="slot-step">1</span>
|
|
||||||
<div class="slot-title">
|
|
||||||
<h3>Outstanding up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</h3>
|
|
||||||
<p>Everything the agent wrote down and has not handed in, day by day. Open a day to see its lines.</p>
|
|
||||||
</div>
|
|
||||||
</header>
|
|
||||||
|
|
||||||
@if (days.length) {
|
|
||||||
<ul class="options">
|
|
||||||
@for (day of days; track day.date) {
|
|
||||||
<li class="option" (click)="toggleOpen(day, $event)">
|
|
||||||
<div class="option-main">
|
|
||||||
<span class="option-voucher mono">{{ day.date | date: 'dd/MM/yyyy' }}</span>
|
|
||||||
<span class="option-meta"
|
|
||||||
>{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}</span
|
|
||||||
>
|
|
||||||
</div>
|
|
||||||
<span class="option-amount mono">{{ day.total | number: '1.2-2' }}</span>
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
class="option-info"
|
|
||||||
(click)="toggleOpen(day, $event)"
|
|
||||||
aria-label="Show the day's lines"
|
|
||||||
>
|
|
||||||
<mat-icon>{{ openDay === day.date ? 'expand_less' : 'expand_more' }}</mat-icon>
|
|
||||||
</button>
|
|
||||||
</li>
|
|
||||||
@if (openDay === day.date) {
|
|
||||||
<li class="day-lines">
|
|
||||||
@if (day.entries.length > 8) {
|
|
||||||
<input
|
|
||||||
class="day-search"
|
|
||||||
type="text"
|
|
||||||
[(ngModel)]="daySearch"
|
|
||||||
placeholder="Search party code or name"
|
|
||||||
autocomplete="off"
|
|
||||||
/>
|
|
||||||
}
|
|
||||||
<div class="day-scroll">
|
|
||||||
<table class="entries">
|
|
||||||
<tbody>
|
|
||||||
@for (entry of visibleEntries(day); track entry.id) {
|
|
||||||
<tr>
|
|
||||||
<td class="entry-code">{{ entry.partyCode }}</td>
|
|
||||||
<td class="entry-name">{{ entry.partyName }}</td>
|
|
||||||
<td>
|
|
||||||
{{ entry.transactionMode }}
|
|
||||||
@if (entry.advanceDays) {
|
|
||||||
· {{ entry.advanceDays }}d advance
|
|
||||||
}
|
|
||||||
@if (entry.arrearsDays) {
|
|
||||||
· {{ entry.arrearsDays }}d previous
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td class="num mono">{{ entry.amount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
} @empty {
|
|
||||||
<tr>
|
|
||||||
<td colspan="4" class="entry-name">No line matches.</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
</li>
|
|
||||||
}
|
|
||||||
}
|
|
||||||
</ul>
|
|
||||||
} @else {
|
|
||||||
<p class="slot-empty">
|
|
||||||
{{ data.agentName }} has nothing outstanding for {{ data.entryDate | date: 'dd/MM/yyyy' }}. Change the date
|
|
||||||
on the screen to the day the entries were written.
|
|
||||||
</p>
|
|
||||||
}
|
|
||||||
</section>
|
|
||||||
|
|
||||||
<!-- ── 2: the cashier's receipts ─────────────────────────────────────────── -->
|
|
||||||
<section class="slot">
|
|
||||||
<header class="slot-head">
|
|
||||||
<span class="slot-step">2</span>
|
|
||||||
<div class="slot-title">
|
|
||||||
<h3>DDS Cash Receipts</h3>
|
|
||||||
<p>Tick the vouchers. Posts Dr Agent GL / Cr DDS Customer Deposits.</p>
|
|
||||||
</div>
|
|
||||||
<button type="button" class="slot-search" (click)="openSearch()">
|
|
||||||
<mat-icon>search</mat-icon>
|
|
||||||
<span>Find by voucher</span>
|
|
||||||
</button>
|
|
||||||
</header>
|
|
||||||
|
|
||||||
@if (available.length) {
|
|
||||||
<ul class="options">
|
|
||||||
@for (option of available; track option.id) {
|
|
||||||
<li class="option" [class.option-picked]="pickedReceipts.has(option.id)" (click)="toggleReceipt(option)">
|
|
||||||
<mat-icon class="option-check">{{
|
|
||||||
pickedReceipts.has(option.id) ? 'check_box' : 'check_box_outline_blank'
|
|
||||||
}}</mat-icon>
|
|
||||||
<div class="option-main">
|
|
||||||
<span class="option-voucher mono">{{ option.voucherNo }}</span>
|
|
||||||
<span class="option-meta">{{ option.txnDate }} · {{ glLabel(option) }}</span>
|
|
||||||
@if (option.description) {
|
|
||||||
<span class="option-desc">{{ option.description }}</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
<span class="option-amount mono">{{ option.amount | number: '1.2-2' }}</span>
|
|
||||||
<button type="button" class="option-info" (click)="openDetail(option, $event)" aria-label="GL entries">
|
|
||||||
<mat-icon>receipt_long</mat-icon>
|
|
||||||
</button>
|
|
||||||
</li>
|
|
||||||
}
|
|
||||||
</ul>
|
|
||||||
} @else {
|
|
||||||
<p class="slot-empty">
|
|
||||||
No DDS receipt is waiting on this agent's GL account. Collect the cash at
|
|
||||||
<em>Cashier › Transaction Entry</em> with entry type <strong>DDS</strong> and have the manager approve it,
|
|
||||||
or find an earlier voucher by number.
|
|
||||||
</p>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference !== 0) {
|
|
||||||
<p class="slot-note note-bad">
|
|
||||||
The vouchers ({{ received | number: '1.2-2' }}) have to match the day's entries ({{
|
|
||||||
required | number: '1.2-2'
|
|
||||||
}}) exactly, so every customer is credited what the agent wrote down.
|
|
||||||
</p>
|
|
||||||
}
|
|
||||||
</section>
|
|
||||||
|
|
||||||
@if (errorMsg && !searchOpen) {
|
|
||||||
<div class="alert">
|
|
||||||
<mat-icon>error_outline</mat-icon>
|
|
||||||
<span>{{ errorMsg }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
}
|
|
||||||
</mat-dialog-content>
|
|
||||||
|
|
||||||
<mat-dialog-actions class="dialog-actions">
|
|
||||||
<button type="button" mat-stroked-button [mat-dialog-close]="false" [disabled]="submitting">Cancel</button>
|
|
||||||
<button type="button" mat-flat-button color="primary" [disabled]="!canApply" (click)="apply()">
|
|
||||||
@if (submitting) {
|
|
||||||
<mat-spinner diameter="16"></mat-spinner>
|
|
||||||
<span>Applying…</span>
|
|
||||||
} @else {
|
|
||||||
<mat-icon>check</mat-icon>
|
|
||||||
<span>Apply Receipt</span>
|
|
||||||
}
|
|
||||||
</button>
|
|
||||||
</mat-dialog-actions>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- ── Find a voucher the list does not carry ───────────────────────────────── -->
|
|
||||||
@if (searchOpen) {
|
|
||||||
<div class="overlay" (click)="closeSearch()">
|
|
||||||
<div class="popup" (click)="$event.stopPropagation()">
|
|
||||||
<header class="popup-head">
|
|
||||||
<h3>Find a DDS receipt</h3>
|
|
||||||
<button type="button" mat-icon-button (click)="closeSearch()" aria-label="Close">
|
|
||||||
<mat-icon>close</mat-icon>
|
|
||||||
</button>
|
|
||||||
</header>
|
|
||||||
|
|
||||||
<div class="popup-body">
|
|
||||||
<label class="field">
|
|
||||||
<span>GL Account</span>
|
|
||||||
<div class="field-readonly mono">{{ data.glCode || '—' }} · {{ data.agentCode }}</div>
|
|
||||||
</label>
|
|
||||||
|
|
||||||
<label class="field">
|
|
||||||
<span>Voucher No.</span>
|
|
||||||
<input
|
|
||||||
type="text"
|
|
||||||
[(ngModel)]="searchVoucherNo"
|
|
||||||
placeholder="CR/24092026/0001"
|
|
||||||
(keyup.enter)="runSearch()"
|
|
||||||
autocomplete="off"
|
|
||||||
/>
|
|
||||||
</label>
|
|
||||||
|
|
||||||
@if (errorMsg) {
|
|
||||||
<div class="alert">
|
|
||||||
<mat-icon>error_outline</mat-icon>
|
|
||||||
<span>{{ errorMsg }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<footer class="popup-foot">
|
|
||||||
<button type="button" mat-stroked-button (click)="closeSearch()">Cancel</button>
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
mat-flat-button
|
|
||||||
color="primary"
|
|
||||||
[disabled]="!searchVoucherNo.trim() || searching"
|
|
||||||
(click)="runSearch()"
|
|
||||||
>
|
|
||||||
@if (searching) {
|
|
||||||
<mat-spinner diameter="16"></mat-spinner>
|
|
||||||
} @else {
|
|
||||||
<span>Find & Use</span>
|
|
||||||
}
|
|
||||||
</button>
|
|
||||||
</footer>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- ── A receipt's own GL entries ───────────────────────────────────────────── -->
|
|
||||||
@if (viewing) {
|
|
||||||
<div class="overlay" (click)="closeDetail()">
|
|
||||||
<div class="popup" (click)="$event.stopPropagation()">
|
|
||||||
<header class="popup-head">
|
|
||||||
<h3>
|
|
||||||
Voucher <span class="mono">{{ viewing.voucherNo }}</span>
|
|
||||||
</h3>
|
|
||||||
<button type="button" mat-icon-button (click)="closeDetail()" aria-label="Close">
|
|
||||||
<mat-icon>close</mat-icon>
|
|
||||||
</button>
|
|
||||||
</header>
|
|
||||||
|
|
||||||
<div class="popup-body">
|
|
||||||
<dl class="detail-list">
|
|
||||||
<div>
|
|
||||||
<dt>Date</dt>
|
|
||||||
<dd class="mono">{{ viewing.txnDate }}</dd>
|
|
||||||
</div>
|
|
||||||
<div>
|
|
||||||
<dt>Amount</dt>
|
|
||||||
<dd class="mono">{{ viewing.amount | number: '1.2-2' }}</dd>
|
|
||||||
</div>
|
|
||||||
<div>
|
|
||||||
<dt>GL Account</dt>
|
|
||||||
<dd>{{ glLabel(viewing) }}</dd>
|
|
||||||
</div>
|
|
||||||
@if (viewing.cashierName) {
|
|
||||||
<div>
|
|
||||||
<dt>Collected By</dt>
|
|
||||||
<dd>{{ viewing.cashierName }}</dd>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (viewing.managerName) {
|
|
||||||
<div>
|
|
||||||
<dt>Approved By</dt>
|
|
||||||
<dd>{{ viewing.managerName }}</dd>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (viewing.description) {
|
|
||||||
<div>
|
|
||||||
<dt>Description</dt>
|
|
||||||
<dd>{{ viewing.description }}</dd>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</dl>
|
|
||||||
|
|
||||||
<h4 class="detail-heading">Journal Entries</h4>
|
|
||||||
@if (loadingGlEntries) {
|
|
||||||
<div class="state-block"><mat-spinner diameter="22"></mat-spinner></div>
|
|
||||||
} @else if (viewingGlEntries?.length) {
|
|
||||||
<table class="gl-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Account</th>
|
|
||||||
<th class="num">Debit</th>
|
|
||||||
<th class="num">Credit</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (entry of viewingGlEntries; track entry.id) {
|
|
||||||
<tr>
|
|
||||||
<td>
|
|
||||||
<span class="mono">{{ entry.glCode }}</span> {{ entry.glName }}
|
|
||||||
</td>
|
|
||||||
<td class="num mono">{{ entry.drCr === 'DR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
|
||||||
<td class="num mono">{{ entry.drCr === 'CR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
} @else {
|
|
||||||
<p class="slot-empty">No journal entries are recorded against this receipt.</p>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<footer class="popup-foot">
|
|
||||||
<button type="button" mat-stroked-button (click)="closeDetail()">Close</button>
|
|
||||||
</footer>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
-95
@@ -1,95 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
// The same look as Apply Additional Shares, on purpose: both apply a cashier's receipt to what it was
|
|
||||||
// collected for, and the counter should meet one screen, not two. Used as it is, never changed here.
|
|
||||||
@use '../../../shares/share-dialog.shared' as *;
|
|
||||||
|
|
||||||
:host {
|
|
||||||
display: block;
|
|
||||||
width: 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
// The agent's outstanding lines - read only, what the receipt has to cover.
|
|
||||||
.entries {
|
|
||||||
width: 100%;
|
|
||||||
border-collapse: collapse;
|
|
||||||
font-size: 13px;
|
|
||||||
|
|
||||||
td {
|
|
||||||
padding: 7px 4px;
|
|
||||||
border-bottom: 1px solid #eef2f7;
|
|
||||||
}
|
|
||||||
|
|
||||||
tr:last-child td {
|
|
||||||
border-bottom: none;
|
|
||||||
}
|
|
||||||
|
|
||||||
.entry-date {
|
|
||||||
color: #64748b;
|
|
||||||
white-space: nowrap;
|
|
||||||
}
|
|
||||||
|
|
||||||
.entry-code {
|
|
||||||
font-weight: 600;
|
|
||||||
white-space: nowrap;
|
|
||||||
}
|
|
||||||
|
|
||||||
.entry-name {
|
|
||||||
color: #475569;
|
|
||||||
}
|
|
||||||
|
|
||||||
.num {
|
|
||||||
text-align: right;
|
|
||||||
white-space: nowrap;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// Days and vouchers are ticked, any number of each - a check box where the share dialog has a radio.
|
|
||||||
.option-check {
|
|
||||||
color: #94a3b8;
|
|
||||||
flex-shrink: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
.option-picked {
|
|
||||||
border-color: #2563eb !important;
|
|
||||||
background: #eff6ff !important;
|
|
||||||
|
|
||||||
.option-check {
|
|
||||||
color: #2563eb;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// A day's own lines, opened under it. Scrolls inside itself, so a thousand customers do not make the
|
|
||||||
// dialog a thousand lines tall.
|
|
||||||
.day-lines {
|
|
||||||
list-style: none;
|
|
||||||
padding: 6px 10px 10px 42px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.day-search {
|
|
||||||
width: 100%;
|
|
||||||
margin-bottom: 6px;
|
|
||||||
padding: 6px 10px;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 6px;
|
|
||||||
font: inherit;
|
|
||||||
font-size: 13px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.day-scroll {
|
|
||||||
max-height: 240px;
|
|
||||||
overflow-y: auto;
|
|
||||||
}
|
|
||||||
|
|
||||||
.field-readonly {
|
|
||||||
padding: 8px 10px;
|
|
||||||
border: 1px solid #e2e8f0;
|
|
||||||
border-radius: 6px;
|
|
||||||
background: #f8fafc;
|
|
||||||
}
|
|
||||||
-351
@@ -1,351 +0,0 @@
|
|||||||
/**
|
|
||||||
* Copyright since 2025 Mifos Initiative
|
|
||||||
*
|
|
||||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
|
||||||
import { CommonModule } from '@angular/common';
|
|
||||||
import { FormsModule } from '@angular/forms';
|
|
||||||
import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
|
|
||||||
import { MatButtonModule } from '@angular/material/button';
|
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
|
||||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
|
||||||
import { catchError } from 'rxjs/operators';
|
|
||||||
import { of } from 'rxjs';
|
|
||||||
import { OrganizationService } from 'app/organization/organization.service';
|
|
||||||
import { SettingsService } from 'app/settings/settings.service';
|
|
||||||
|
|
||||||
/** One day of an agent's outstanding entries, as the dialog lists them. */
|
|
||||||
export interface EntryDay {
|
|
||||||
date: string;
|
|
||||||
entries: any[];
|
|
||||||
total: number;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Applies the cashier's DDS receipts to an agent's outstanding collections.
|
|
||||||
*
|
|
||||||
* The agent's cash is already in the bank: the cashier took it at the counter into the agent's own GL
|
|
||||||
* account, tagged DDS, and the manager approved it. Applying it here hands the money on to the
|
|
||||||
* customers the agent wrote down - Dr the agent's GL, Cr DDS Customer Deposits - and each entry is
|
|
||||||
* settled against the application. The same screen as Apply Additional Shares.
|
|
||||||
*
|
|
||||||
* Everything outstanding up to the day chosen on the screen, shown a day at a time - nothing to tick,
|
|
||||||
* because what the agent wrote down is settled whole, and an agent who comes in after several days
|
|
||||||
* brings several days' cash. The vouchers are ticked, since a day's
|
|
||||||
* cash can come in more than one visit. They have to agree exactly: what the agent wrote down is what
|
|
||||||
* each customer is owed, so vouchers short of it leave somebody uncredited and vouchers over it leave
|
|
||||||
* money nobody can place.
|
|
||||||
*
|
|
||||||
* The day is shown totalled and its lines opened only when asked for - an agent with a thousand
|
|
||||||
* customers is a thousand lines, and the day's total is what the counter is checking.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-apply-dds-receipt-dialog',
|
|
||||||
templateUrl: './apply-dds-receipt-dialog.component.html',
|
|
||||||
styleUrls: ['./apply-dds-receipt-dialog.component.scss'],
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
CommonModule,
|
|
||||||
FormsModule,
|
|
||||||
MatDialogModule,
|
|
||||||
MatButtonModule,
|
|
||||||
MatIconModule,
|
|
||||||
MatProgressSpinnerModule
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class ApplyDdsReceiptDialogComponent implements OnInit {
|
|
||||||
private organizationService = inject(OrganizationService);
|
|
||||||
private settingsService = inject(SettingsService);
|
|
||||||
|
|
||||||
public dialogRef = inject(MatDialogRef<ApplyDdsReceiptDialogComponent>);
|
|
||||||
public data = inject<{
|
|
||||||
agentId: number;
|
|
||||||
agentCode: string;
|
|
||||||
agentName: string;
|
|
||||||
glCode: string | null;
|
|
||||||
entryDate: string;
|
|
||||||
}>(MAT_DIALOG_DATA);
|
|
||||||
|
|
||||||
loadingEntries = true;
|
|
||||||
loadingReceipts = true;
|
|
||||||
submitting = false;
|
|
||||||
errorMsg = '';
|
|
||||||
|
|
||||||
/** The chosen day's outstanding entries - one day, or none when nothing is outstanding on it. */
|
|
||||||
days: EntryDay[] = [];
|
|
||||||
|
|
||||||
/** DDS receipts on the agent's GL account, approved and not yet applied. */
|
|
||||||
available: any[] = [];
|
|
||||||
|
|
||||||
/**
|
|
||||||
* The day is settled whole, so it is always included. The vouchers are the clerk's choice, and none
|
|
||||||
* is picked for them even when only one is listed.
|
|
||||||
*/
|
|
||||||
pickedDays = new Set<string>();
|
|
||||||
pickedReceipts = new Set<number>();
|
|
||||||
|
|
||||||
/** The day whose lines are open, and the search within it. */
|
|
||||||
openDay: string | null = null;
|
|
||||||
daySearch = '';
|
|
||||||
|
|
||||||
get loading(): boolean {
|
|
||||||
return this.loadingEntries || this.loadingReceipts;
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
// Everything outstanding up to the chosen date, whatever day it was written - an agent's cash for
|
|
||||||
// several days arrives in one visit, and all of it is settled together.
|
|
||||||
this.organizationService
|
|
||||||
.getAgentPendingCollections(this.data.agentId)
|
|
||||||
.pipe(
|
|
||||||
catchError((err) => {
|
|
||||||
this.errorMsg = this.readError(err, "Could not load the agent's entries.");
|
|
||||||
return of(null);
|
|
||||||
})
|
|
||||||
)
|
|
||||||
.subscribe((res: any) => {
|
|
||||||
this.days = groupByDay(
|
|
||||||
(res?.entries || []).filter(
|
|
||||||
(entry: any) => entry.status === 'PENDING' && String(entry.entryDate) <= this.data.entryDate
|
|
||||||
)
|
|
||||||
);
|
|
||||||
this.pickedDays = new Set(this.days.map((day) => day.date));
|
|
||||||
this.loadingEntries = false;
|
|
||||||
});
|
|
||||||
|
|
||||||
this.organizationService
|
|
||||||
.getAgentCashReceipts(this.data.agentId)
|
|
||||||
.pipe(
|
|
||||||
catchError((err) => {
|
|
||||||
this.errorMsg = this.readError(err, 'Could not load the available receipts.');
|
|
||||||
return of([]);
|
|
||||||
})
|
|
||||||
)
|
|
||||||
.subscribe((rows: any) => {
|
|
||||||
this.available = Array.isArray(rows) ? rows : [];
|
|
||||||
this.loadingReceipts = false;
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Picking ─────────────────────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
toggleReceipt(receipt: any): void {
|
|
||||||
if (this.submitting) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.pickedReceipts.has(receipt.id) ? this.pickedReceipts.delete(receipt.id) : this.pickedReceipts.add(receipt.id);
|
|
||||||
}
|
|
||||||
|
|
||||||
toggleOpen(day: EntryDay, event: Event): void {
|
|
||||||
event.stopPropagation();
|
|
||||||
this.openDay = this.openDay === day.date ? null : day.date;
|
|
||||||
this.daySearch = '';
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The open day's lines, narrowed by party code or name. */
|
|
||||||
visibleEntries(day: EntryDay): any[] {
|
|
||||||
const term = this.daySearch.trim().toLowerCase();
|
|
||||||
if (!term) {
|
|
||||||
return day.entries;
|
|
||||||
}
|
|
||||||
return day.entries.filter(
|
|
||||||
(entry: any) =>
|
|
||||||
String(entry.partyCode || '')
|
|
||||||
.toLowerCase()
|
|
||||||
.includes(term) ||
|
|
||||||
String(entry.partyName || '')
|
|
||||||
.toLowerCase()
|
|
||||||
.includes(term)
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── What has to be covered ──────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
get entryCount(): number {
|
|
||||||
return this.days.reduce((sum, day) => sum + day.entries.length, 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get outstandingTotal(): number {
|
|
||||||
return this.days.reduce((sum, day) => sum + day.total, 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get pickedEntryCount(): number {
|
|
||||||
return this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.entries.length, 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get required(): number {
|
|
||||||
return round2(this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.total, 0));
|
|
||||||
}
|
|
||||||
|
|
||||||
get received(): number {
|
|
||||||
return round2(
|
|
||||||
this.available.filter((r) => this.pickedReceipts.has(r.id)).reduce((sum, r) => sum + Number(r.amount || 0), 0)
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Vouchers less entries: below zero they are short, above zero they are over. */
|
|
||||||
get difference(): number {
|
|
||||||
return round2(this.received - this.required);
|
|
||||||
}
|
|
||||||
|
|
||||||
get canApply(): boolean {
|
|
||||||
return this.pickedDays.size > 0 && this.pickedReceipts.size > 0 && this.difference === 0 && !this.submitting;
|
|
||||||
}
|
|
||||||
|
|
||||||
glLabel(option: any): string {
|
|
||||||
return [
|
|
||||||
option?.glCode,
|
|
||||||
option?.glName
|
|
||||||
]
|
|
||||||
.filter(Boolean)
|
|
||||||
.join(' — ');
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Voucher search, for a receipt the list does not carry ───────────────────────────────────
|
|
||||||
|
|
||||||
searching = false;
|
|
||||||
searchOpen = false;
|
|
||||||
searchVoucherNo = '';
|
|
||||||
|
|
||||||
openSearch(): void {
|
|
||||||
this.searchOpen = true;
|
|
||||||
this.searchVoucherNo = '';
|
|
||||||
this.errorMsg = '';
|
|
||||||
}
|
|
||||||
|
|
||||||
closeSearch(): void {
|
|
||||||
this.searchOpen = false;
|
|
||||||
this.errorMsg = '';
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Finds one voucher on the agent's GL account and, when it cannot be used, says why - not taken as
|
|
||||||
* DDS, not approved yet, or already applied - rather than simply not finding it.
|
|
||||||
*/
|
|
||||||
runSearch(): void {
|
|
||||||
const voucher = this.searchVoucherNo.trim();
|
|
||||||
if (!voucher || this.searching) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.searching = true;
|
|
||||||
this.errorMsg = '';
|
|
||||||
this.organizationService
|
|
||||||
.getAgentCashReceipts(this.data.agentId, voucher)
|
|
||||||
.pipe(
|
|
||||||
catchError((err) => {
|
|
||||||
this.errorMsg = this.readError(err, `Voucher ${voucher} could not be looked up.`);
|
|
||||||
return of(null);
|
|
||||||
})
|
|
||||||
)
|
|
||||||
.subscribe((rows: any) => {
|
|
||||||
this.searching = false;
|
|
||||||
if (rows === null) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
const found = (Array.isArray(rows) ? rows : [])[0];
|
|
||||||
if (!found) {
|
|
||||||
this.errorMsg = `Voucher ${voucher} is not on ${this.data.agentCode}'s GL account ${this.data.glCode || ''}.`;
|
|
||||||
} else if (found.entryType !== 'DDS') {
|
|
||||||
this.errorMsg = `Voucher ${voucher} was taken as "${found.entryType || 'untagged'}", not DDS. Ask the cashier to correct the entry type.`;
|
|
||||||
} else if (found.status !== 'APPROVED') {
|
|
||||||
this.errorMsg = `Voucher ${voucher} is ${found.status}. It can be applied once the manager approves it.`;
|
|
||||||
} else if (found.applied) {
|
|
||||||
this.errorMsg = `Voucher ${voucher} has already been applied.`;
|
|
||||||
} else {
|
|
||||||
this.available = [
|
|
||||||
found,
|
|
||||||
...this.available.filter((entry) => entry.id !== found.id)
|
|
||||||
];
|
|
||||||
this.pickedReceipts.add(found.id);
|
|
||||||
this.searchOpen = false;
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── A receipt's own GL entries ──────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
viewing: any = null;
|
|
||||||
viewingGlEntries: any[] | null = null;
|
|
||||||
loadingGlEntries = false;
|
|
||||||
|
|
||||||
openDetail(option: any, event: Event): void {
|
|
||||||
event.stopPropagation();
|
|
||||||
this.viewing = option;
|
|
||||||
this.viewingGlEntries = null;
|
|
||||||
this.loadingGlEntries = true;
|
|
||||||
this.organizationService
|
|
||||||
.getCashReceiptGlEntries(option.id)
|
|
||||||
.pipe(catchError(() => of([])))
|
|
||||||
.subscribe((rows: any) => {
|
|
||||||
this.viewingGlEntries = Array.isArray(rows) ? rows : [];
|
|
||||||
this.loadingGlEntries = false;
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
closeDetail(): void {
|
|
||||||
this.viewing = null;
|
|
||||||
this.viewingGlEntries = null;
|
|
||||||
}
|
|
||||||
|
|
||||||
// ── Submission ──────────────────────────────────────────────────────────────────────────────
|
|
||||||
|
|
||||||
apply(): void {
|
|
||||||
if (!this.canApply) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
this.submitting = true;
|
|
||||||
this.errorMsg = '';
|
|
||||||
const vouchers = this.available.filter((r) => this.pickedReceipts.has(r.id)).map((r) => r.voucherNo);
|
|
||||||
const entries = this.pickedEntryCount;
|
|
||||||
const amount = this.required;
|
|
||||||
this.organizationService
|
|
||||||
.settleAgentCollections({
|
|
||||||
agentId: Number(this.data.agentId),
|
|
||||||
cashierDepositRequestIds: Array.from(this.pickedReceipts),
|
|
||||||
entryDates: Array.from(this.pickedDays),
|
|
||||||
locale: this.settingsService.language.code
|
|
||||||
})
|
|
||||||
.pipe(
|
|
||||||
catchError((err) => {
|
|
||||||
this.errorMsg = this.readError(err, 'The receipts could not be applied.');
|
|
||||||
this.submitting = false;
|
|
||||||
return of(null);
|
|
||||||
})
|
|
||||||
)
|
|
||||||
.subscribe((res: any) => {
|
|
||||||
if (res) {
|
|
||||||
this.dialogRef.close({ vouchers, entries, amount, response: res });
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
private readError(err: any, fallback: string): string {
|
|
||||||
return (
|
|
||||||
err?.error?.errors?.[0]?.defaultUserMessage ??
|
|
||||||
err?.error?.defaultUserMessage ??
|
|
||||||
err?.error?.developerMessage ??
|
|
||||||
fallback
|
|
||||||
);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Entries grouped by the day they were collected, oldest first, each day totalled. */
|
|
||||||
export function groupByDay(entries: any[]): EntryDay[] {
|
|
||||||
const byDay = new Map<string, EntryDay>();
|
|
||||||
for (const entry of entries) {
|
|
||||||
const date = String(entry.entryDate);
|
|
||||||
const day = byDay.get(date) ?? { date, entries: [], total: 0 };
|
|
||||||
day.entries.push(entry);
|
|
||||||
day.total = round2(day.total + Number(entry.amount || 0));
|
|
||||||
byDay.set(date, day);
|
|
||||||
}
|
|
||||||
return Array.from(byDay.values()).sort((a, b) => a.date.localeCompare(b.date));
|
|
||||||
}
|
|
||||||
|
|
||||||
function round2(value: number): number {
|
|
||||||
return Math.round(value * 100) / 100;
|
|
||||||
}
|
|
||||||
@@ -1,468 +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="dte-container">
|
|
||||||
<div class="dte-header">
|
|
||||||
<button mat-stroked-button [routerLink]="['../']" class="dte-back">
|
|
||||||
<i class="fas fa-arrow-left"></i> Deposits
|
|
||||||
</button>
|
|
||||||
<h2 class="dte-header__title">Daily Transaction Detail</h2>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="dte-card">
|
|
||||||
<form [formGroup]="entryForm">
|
|
||||||
<div class="dte-info-panels">
|
|
||||||
<div class="dte-info-panel">
|
|
||||||
<div class="dte-info-panel__title">Agent Information</div>
|
|
||||||
<dl>
|
|
||||||
<dt>Name</dt>
|
|
||||||
<dd>{{ agentInfo.name || '—' }}</dd>
|
|
||||||
<dt>Address</dt>
|
|
||||||
<dd>{{ agentInfo.address || '—' }}</dd>
|
|
||||||
<dt>City</dt>
|
|
||||||
<dd>{{ agentInfo.city || '—' }}</dd>
|
|
||||||
<dt>A/C</dt>
|
|
||||||
<dd>{{ agentInfo.accountNo || '—' }}</dd>
|
|
||||||
<dt>Guarantor</dt>
|
|
||||||
<dd>{{ agentInfo.guarantor1 || '—' }}</dd>
|
|
||||||
<dt>Guarantor</dt>
|
|
||||||
<dd>{{ agentInfo.guarantor2 || '—' }}</dd>
|
|
||||||
<dt>Curr Bal</dt>
|
|
||||||
<dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
|
|
||||||
</dl>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="dte-info-panel">
|
|
||||||
<div class="dte-info-panel__title">Party Information</div>
|
|
||||||
@if (partyInfo) {
|
|
||||||
<dl>
|
|
||||||
<dt>Client Id</dt>
|
|
||||||
<dd>{{ partyInfo.clientId }}</dd>
|
|
||||||
<dt>Name</dt>
|
|
||||||
<dd>{{ partyInfo.partyName }}</dd>
|
|
||||||
<dt>Address</dt>
|
|
||||||
<dd>{{ partyInfo.address1 || '—' }}</dd>
|
|
||||||
<dt>City</dt>
|
|
||||||
<dd>{{ partyInfo.city || '—' }}</dd>
|
|
||||||
<dt>Op. Date</dt>
|
|
||||||
<dd>{{ partyInfo.openingDate ? (partyInfo.openingDate | dateFormat) : '—' }}</dd>
|
|
||||||
<dt>Maturity</dt>
|
|
||||||
<dd>{{ partyInfo.maturityDate ? (partyInfo.maturityDate | dateFormat) : '—' }}</dd>
|
|
||||||
<dt>Daily Depo</dt>
|
|
||||||
<dd>{{ partyInfo.dailyDepositAmount | number: '1.2-2' }}</dd>
|
|
||||||
<dt>Ledger</dt>
|
|
||||||
<dd>{{ partyInfo.ledgerNo || '—' }}</dd>
|
|
||||||
<dt>Aadhar No</dt>
|
|
||||||
<dd>{{ partyInfo.aadharNo || '—' }}</dd>
|
|
||||||
<dt>Curr Bal</dt>
|
|
||||||
<dd>{{ partyInfo.currentBalance | number: '1.2-2' }}</dd>
|
|
||||||
<!--
|
|
||||||
What should have been collected by today against what has been. Beside the balance
|
|
||||||
rather than instead of it: the balance is what the customer holds, this is whether
|
|
||||||
they have kept to the scheme.
|
|
||||||
-->
|
|
||||||
<dt>Due So Far</dt>
|
|
||||||
<dd>{{ partyInfo.expectedToDate | number: '1.2-2' }}</dd>
|
|
||||||
<dt>Collected</dt>
|
|
||||||
<dd>{{ partyInfo.collectedToDate | number: '1.2-2' }}</dd>
|
|
||||||
@if (schedule(partyInfo); as sched) {
|
|
||||||
<dt [class]="'dte-sched dte-sched--' + sched.state">Schedule</dt>
|
|
||||||
<dd [class]="'dte-sched dte-sched--' + sched.state">{{ sched.text }}</dd>
|
|
||||||
}
|
|
||||||
<dt class="dte-after">Bal. After This Tr</dt>
|
|
||||||
<dd class="dte-after">{{ partyBalanceAfter | number: '1.2-2' }}</dd>
|
|
||||||
</dl>
|
|
||||||
} @else {
|
|
||||||
<p class="dte-info-panel__hint">
|
|
||||||
Pick a party in a collection row below — this panel shows whose account it is and what the balance
|
|
||||||
becomes.
|
|
||||||
</p>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="dte-controls">
|
|
||||||
<mat-form-field appearance="outline" class="dte-field dte-field--agent">
|
|
||||||
<mat-label>Agent</mat-label>
|
|
||||||
<mat-select required formControlName="agentId" (selectionChange)="loadAgent()">
|
|
||||||
@for (agent of selectableAgents; track agent.id) {
|
|
||||||
<mat-option [value]="agent.id">
|
|
||||||
{{ agent.agentCode }} · {{ agent.agentNameId }}
|
|
||||||
@if (!agent.active) {
|
|
||||||
<span class="dte-agent-off">— not collecting</span>
|
|
||||||
}
|
|
||||||
</mat-option>
|
|
||||||
}
|
|
||||||
</mat-select>
|
|
||||||
@if (selectableAgents.length === 0) {
|
|
||||||
<mat-hint class="dte-hint--missing">No active agent on file</mat-hint>
|
|
||||||
} @else if (pickedAgentIsInactive) {
|
|
||||||
<!-- Only reachable on a settlement: this agent no longer collects, but the cash they
|
|
||||||
already hold still has to be able to reach a branch. -->
|
|
||||||
<mat-hint class="dte-hint--missing">This agent no longer collects — settling held cash only</mat-hint>
|
|
||||||
} @else if (agentInfo.name) {
|
|
||||||
<mat-hint class="dte-hint--found">
|
|
||||||
{{ agentParties.length }} {{ agentParties.length === 1 ? 'party' : 'parties' }} to collect from
|
|
||||||
</mat-hint>
|
|
||||||
}
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Date</mat-label>
|
|
||||||
<!-- The date picks out a round, not just a posting date: a Party Tran settles whatever
|
|
||||||
the agent wrote down for that day, so changing it has to fetch that day's list. -->
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
required
|
|
||||||
[matDatepicker]="txnDatePicker"
|
|
||||||
formControlName="transactionDate"
|
|
||||||
(dateChange)="loadPendingEntries(); loadAgentMoney()"
|
|
||||||
/>
|
|
||||||
<mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
|
|
||||||
<mat-datepicker #txnDatePicker></mat-datepicker>
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Tran. Type</mat-label>
|
|
||||||
<mat-select required formControlName="transactionType">
|
|
||||||
@for (type of transactionTypes; track type.label) {
|
|
||||||
<mat-option [value]="type.label" [disabled]="!type.supported">
|
|
||||||
{{ type.label }}
|
|
||||||
@if (!type.supported) {
|
|
||||||
<span class="dte-soon"> — not available yet</span>
|
|
||||||
}
|
|
||||||
</mat-option>
|
|
||||||
}
|
|
||||||
</mat-select>
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!--
|
|
||||||
What the agent wrote down on their round, waiting to be counted.
|
|
||||||
|
|
||||||
This used to be an empty grid the clerk typed the round into, and typing it posted it: a
|
|
||||||
customer was credited the moment a line was keyed, whether or not the cash behind it ever
|
|
||||||
reached the branch. The agent records their own collections now, and what the clerk does here
|
|
||||||
is agree with them - so there is nothing to type, only a list to check against a bag of cash.
|
|
||||||
-->
|
|
||||||
@if (isPartyTran && agentInfo.name) {
|
|
||||||
<div class="dte-section">
|
|
||||||
<div class="dte-section__header">
|
|
||||||
<i class="fas fa-list"></i>
|
|
||||||
<h3>Collections up to {{ entryForm.get('transactionDate')?.value | dateFormat }}</h3>
|
|
||||||
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadPendingEntries()">
|
|
||||||
<i class="fas fa-sync"></i> Refresh
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (pendingLoading) {
|
|
||||||
<p class="dte-empty">Reading this agent's entries...</p>
|
|
||||||
} @else if (pendingEntries.length === 0) {
|
|
||||||
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding up to this date.</p>
|
|
||||||
} @else {
|
|
||||||
@for (entry of pendingEntries; track entry.id) {
|
|
||||||
<div class="dte-pending-row">
|
|
||||||
<!-- The day the agent took it, on the line itself. All the lines carry the date
|
|
||||||
chosen above, but a row that says so can be read, printed or shown to the agent
|
|
||||||
on its own without the header to explain it. -->
|
|
||||||
<span class="dte-pending-row__date">{{ entry.entryDate | dateFormat }}</span>
|
|
||||||
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
|
||||||
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
|
||||||
<span class="dte-pending-row__mode"
|
|
||||||
>{{ entry.transactionMode }}
|
|
||||||
@if (entry.advanceDays) {
|
|
||||||
· {{ entry.advanceDays }}d advance
|
|
||||||
}
|
|
||||||
@if (entry.arrearsDays) {
|
|
||||||
· {{ entry.arrearsDays }}d previous
|
|
||||||
}
|
|
||||||
</span>
|
|
||||||
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<div class="dte-total">
|
|
||||||
<span>{{ pendingEntries.length }} {{ pendingEntries.length === 1 ? 'entry' : 'entries' }}</span>
|
|
||||||
<strong>{{ pendingTotal | number: '1.2-2' }}</strong>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!--
|
|
||||||
The figure the clerk counts against, said in words rather than left as a column total -
|
|
||||||
it is the one number they are acting on, and the rest of the panel is working out.
|
|
||||||
|
|
||||||
It says what the agent wrote down and stops there. The money side - what is owed, what the
|
|
||||||
cashier has taken in, and applying it - is Agent Tran, so each type has one job.
|
|
||||||
-->
|
|
||||||
<p class="dte-expected dte-expected--note">
|
|
||||||
Everything {{ agentInfo.name }} wrote down and has not handed in yet, up to this date, customer by
|
|
||||||
customer. The cash and its receipts are under Agent Tran.
|
|
||||||
</p>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!--
|
|
||||||
The agent's money: what they owe on everything written down, what the cashier has taken in
|
|
||||||
against it, and what is left.
|
|
||||||
|
|
||||||
This used to be a form the clerk typed an amount into to take the agent's cash in here. The
|
|
||||||
cash is taken at the cashier's counter now, into the agent's own GL account, and one way to take
|
|
||||||
the same cash in is the only safe number of ways - so there is nothing to type. What is done here
|
|
||||||
is applying the cashier's receipts to the customers, in Apply DDS Receipt.
|
|
||||||
-->
|
|
||||||
@if (isAgentTran && agentInfo.name) {
|
|
||||||
<div class="dte-section">
|
|
||||||
<div class="dte-section__header">
|
|
||||||
<i class="fas fa-hand-holding-usd"></i>
|
|
||||||
<h3>Agent's cash</h3>
|
|
||||||
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadAgentMoney()">
|
|
||||||
<i class="fas fa-sync"></i> Refresh
|
|
||||||
</button>
|
|
||||||
<button
|
|
||||||
mat-raised-button
|
|
||||||
color="primary"
|
|
||||||
type="button"
|
|
||||||
class="dte-apply-receipt"
|
|
||||||
(click)="openApplyReceipt()"
|
|
||||||
>
|
|
||||||
<i class="fas fa-receipt"></i> Apply DDS Receipt
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (!agentGlCode) {
|
|
||||||
<p class="dte-expected dte-expected--note">
|
|
||||||
{{ agentInfo.name }} has no GL account, so the cashier has nowhere to take their cash. Set one on Agent
|
|
||||||
Master.
|
|
||||||
</p>
|
|
||||||
} @else {
|
|
||||||
<!-- The GL the cashier takes this agent's cash into - the code to key at Transaction Entry. -->
|
|
||||||
<p class="dte-expected">
|
|
||||||
Agent GL: <strong>{{ agentGlCode }}{{ agentGlName ? ' · ' + agentGlName : '' }}</strong> — the cashier
|
|
||||||
takes {{ agentInfo.name }}'s cash into this GL (Entry Type DDS).
|
|
||||||
</p>
|
|
||||||
}
|
|
||||||
|
|
||||||
<div class="dte-money">
|
|
||||||
<div class="dte-money__box">
|
|
||||||
<span class="dte-money__label">To take</span>
|
|
||||||
<strong>{{ agentOwed | number: '1.2-2' }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dte-money__box">
|
|
||||||
<span class="dte-money__label">Received (approved)</span>
|
|
||||||
<strong>{{ agentReceived | number: '1.2-2' }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dte-money__box" [class.dte-money__box--due]="agentBalance > 0">
|
|
||||||
<span class="dte-money__label">Still to take</span>
|
|
||||||
<strong>{{ agentBalance | number: '1.2-2' }}</strong>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
@if (agentReceivedBeyondDay > 0) {
|
|
||||||
<p class="dte-expected dte-expected--note">
|
|
||||||
{{ agentReceivedBeyondDay | number: '1.2-2' }} received at the counter is more than everything outstanding
|
|
||||||
up to {{ entryForm.get('transactionDate')?.value | dateFormat }}. Check the voucher was taken for the
|
|
||||||
right agent.
|
|
||||||
</p>
|
|
||||||
}
|
|
||||||
@if (agentWaiting > 0) {
|
|
||||||
<p class="dte-expected dte-expected--note">
|
|
||||||
{{ agentWaiting | number: '1.2-2' }} more is at the counter awaiting the manager's approval.
|
|
||||||
</p>
|
|
||||||
}
|
|
||||||
|
|
||||||
<h4 class="dte-subhead">
|
|
||||||
Outstanding entries up to {{ entryForm.get('transactionDate')?.value | dateFormat }}
|
|
||||||
</h4>
|
|
||||||
@if (agentMoneyLoading) {
|
|
||||||
<p class="dte-empty">Reading this agent's entries...</p>
|
|
||||||
} @else if (agentDays.length === 0) {
|
|
||||||
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding.</p>
|
|
||||||
} @else {
|
|
||||||
@for (day of agentDays; track day.date) {
|
|
||||||
<div class="dte-pending-row dte-pending-row--day" (click)="toggleAgentDay(day.date)">
|
|
||||||
<span class="dte-pending-row__date">{{ day.date | dateFormat }}</span>
|
|
||||||
<span class="dte-pending-row__name">
|
|
||||||
{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}
|
|
||||||
</span>
|
|
||||||
<span class="dte-pending-row__amount">{{ day.total | number: '1.2-2' }}</span>
|
|
||||||
<i [class]="agentOpenDay === day.date ? 'fas fa-chevron-up' : 'fas fa-chevron-down'"></i>
|
|
||||||
</div>
|
|
||||||
@if (agentOpenDay === day.date) {
|
|
||||||
<div class="dte-day-lines">
|
|
||||||
@for (entry of day.entries; track entry.id) {
|
|
||||||
<div class="dte-pending-row">
|
|
||||||
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
|
||||||
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
|
||||||
<span class="dte-pending-row__mode"
|
|
||||||
>{{ entry.transactionMode }}
|
|
||||||
@if (entry.advanceDays) {
|
|
||||||
· {{ entry.advanceDays }}d advance
|
|
||||||
}
|
|
||||||
@if (entry.arrearsDays) {
|
|
||||||
· {{ entry.arrearsDays }}d previous
|
|
||||||
}
|
|
||||||
</span>
|
|
||||||
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
<h4 class="dte-subhead">Cashier receipts</h4>
|
|
||||||
@if (agentReceipts.length === 0) {
|
|
||||||
<p class="dte-empty">
|
|
||||||
No DDS receipt on {{ agentInfo.name }}'s GL account{{ agentGlCode ? ' ' + agentGlCode : '' }} waiting to
|
|
||||||
be applied.
|
|
||||||
</p>
|
|
||||||
} @else {
|
|
||||||
@for (receipt of agentReceipts; track receipt.id) {
|
|
||||||
<div class="dte-pending-row">
|
|
||||||
<span class="dte-pending-row__code">{{ receipt.voucherNo }}</span>
|
|
||||||
<span class="dte-pending-row__date">{{ receipt.txnDate | dateFormat }}</span>
|
|
||||||
<span class="dte-pending-row__name">{{ receipt.cashierName || '—' }}</span>
|
|
||||||
<span class="dte-status" [class.dte-status--ok]="receipt.status === 'APPROVED'">
|
|
||||||
{{ receipt.status === 'APPROVED' ? 'Approved' : 'Awaiting manager' }}
|
|
||||||
</span>
|
|
||||||
<span class="dte-pending-row__amount">{{ receipt.amount | number: '1.2-2' }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (isWithdrawDeposite) {
|
|
||||||
<div class="dte-section">
|
|
||||||
<div class="dte-section__header">
|
|
||||||
<i class="fas fa-exchange-alt"></i>
|
|
||||||
<h3>Withdraw Deposite</h3>
|
|
||||||
</div>
|
|
||||||
<div class="dte-grid">
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Creditor Party Code</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="creditorPartyCode"
|
|
||||||
[matAutocomplete]="creditorAuto"
|
|
||||||
#creditorTrigger="matAutocompleteTrigger"
|
|
||||||
(click)="creditorTrigger.openPanel()"
|
|
||||||
(focus)="creditorTrigger.openPanel()"
|
|
||||||
(blur)="settleTransferParty('creditor')"
|
|
||||||
placeholder="Search by code or name…"
|
|
||||||
autocomplete="off"
|
|
||||||
/>
|
|
||||||
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
|
|
||||||
>arrow_drop_down</mat-icon
|
|
||||||
>
|
|
||||||
<mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
|
||||||
@for (party of transferPartyOptions('creditor'); track party.id) {
|
|
||||||
<mat-option [value]="party.partyCode">
|
|
||||||
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
|
||||||
</mat-option>
|
|
||||||
}
|
|
||||||
@if (transferPartyOptions('creditor').length === 0) {
|
|
||||||
<mat-option disabled>No open DDS account matches</mat-option>
|
|
||||||
}
|
|
||||||
</mat-autocomplete>
|
|
||||||
<mat-hint>Account the money goes into</mat-hint>
|
|
||||||
</mat-form-field>
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Creditor Party Name</mat-label>
|
|
||||||
<input matInput formControlName="creditorPartyName" readonly />
|
|
||||||
</mat-form-field>
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Creditor Curr Bal</mat-label>
|
|
||||||
<input matInput formControlName="creditorPartyBalance" readonly />
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Debit Party Code</mat-label>
|
|
||||||
<input
|
|
||||||
matInput
|
|
||||||
formControlName="debitPartyCode"
|
|
||||||
[matAutocomplete]="debitAuto"
|
|
||||||
#debitTrigger="matAutocompleteTrigger"
|
|
||||||
(click)="debitTrigger.openPanel()"
|
|
||||||
(focus)="debitTrigger.openPanel()"
|
|
||||||
(blur)="settleTransferParty('debit')"
|
|
||||||
placeholder="Search by code or name…"
|
|
||||||
autocomplete="off"
|
|
||||||
/>
|
|
||||||
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); debitTrigger.openPanel()"
|
|
||||||
>arrow_drop_down</mat-icon
|
|
||||||
>
|
|
||||||
<mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
|
||||||
@for (party of transferPartyOptions('debit'); track party.id) {
|
|
||||||
<mat-option [value]="party.partyCode">
|
|
||||||
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
|
||||||
</mat-option>
|
|
||||||
}
|
|
||||||
@if (transferPartyOptions('debit').length === 0) {
|
|
||||||
<mat-option disabled>No open DDS account matches</mat-option>
|
|
||||||
}
|
|
||||||
</mat-autocomplete>
|
|
||||||
@if (transferToItself) {
|
|
||||||
<mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
|
|
||||||
} @else {
|
|
||||||
<mat-hint>Account the money is taken from</mat-hint>
|
|
||||||
}
|
|
||||||
</mat-form-field>
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Debit Party Name</mat-label>
|
|
||||||
<input matInput formControlName="debitPartyName" readonly />
|
|
||||||
</mat-form-field>
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Debit Curr Bal</mat-label>
|
|
||||||
<input matInput formControlName="debitPartyBalance" readonly />
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="dte-field">
|
|
||||||
<mat-label>Amount</mat-label>
|
|
||||||
<input matInput type="number" formControlName="withdrawAmount" />
|
|
||||||
</mat-form-field>
|
|
||||||
<mat-form-field appearance="outline" class="dte-field dte-field--wide">
|
|
||||||
<mat-label>Description</mat-label>
|
|
||||||
<input matInput formControlName="withdrawDescription" />
|
|
||||||
</mat-form-field>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
|
|
||||||
<div class="dte-section">
|
|
||||||
<p class="dte-empty">
|
|
||||||
"{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
|
|
||||||
the backend distinguishes these transaction types.
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<div class="dte-action-bar">
|
|
||||||
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
|
||||||
<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
|
|
||||||
<button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
|
|
||||||
<button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
|
|
||||||
<button mat-stroked-button type="button" (click)="signature()">Signature</button>
|
|
||||||
<!-- Party Tran and Agent Tran are read here, never saved: the agent writes the round down on
|
|
||||||
their own screen and the cash is taken in at the cashier's counter. Agent Tran applies the
|
|
||||||
cashier's receipts from its own Apply DDS Receipt. Only Withdraw Deposite still saves. -->
|
|
||||||
@if (!isPartyTran && !isAgentTran) {
|
|
||||||
<button
|
|
||||||
mat-raised-button
|
|
||||||
color="primary"
|
|
||||||
type="button"
|
|
||||||
[disabled]="entryForm.invalid || transferToItself"
|
|
||||||
(click)="save()"
|
|
||||||
>
|
|
||||||
Save
|
|
||||||
</button>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</form>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
@@ -1,488 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
$primary: #0f766e;
|
|
||||||
|
|
||||||
.dte-container {
|
|
||||||
// Wider than a normal form page: a collection row carries six fields side by side, and a clerk
|
|
||||||
// keying a round should see the whole of it.
|
|
||||||
max-width: 1280px;
|
|
||||||
margin: 0 auto;
|
|
||||||
padding: 20px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-header {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 16px;
|
|
||||||
margin-bottom: 20px;
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
margin: 0;
|
|
||||||
font-size: 22px;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-back {
|
|
||||||
color: $primary;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-card {
|
|
||||||
background: var(--md-sys-color-surface, #fff);
|
|
||||||
border-radius: 8px;
|
|
||||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
|
||||||
padding: 20px 24px 24px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-info-panels {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: 1fr 1fr;
|
|
||||||
gap: 16px;
|
|
||||||
margin-bottom: 20px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-info-panel {
|
|
||||||
border: 1px solid rgb(0 0 0 / 10%);
|
|
||||||
border-radius: 8px;
|
|
||||||
padding: 12px 16px;
|
|
||||||
background: rgb(15 118 110 / 4%);
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
font-weight: 600;
|
|
||||||
font-size: 13px;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.04em;
|
|
||||||
color: $primary;
|
|
||||||
margin-bottom: 8px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__hint {
|
|
||||||
margin: 0;
|
|
||||||
color: rgb(0 0 0 / 50%);
|
|
||||||
font-size: 13px;
|
|
||||||
}
|
|
||||||
|
|
||||||
dl {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: auto 1fr;
|
|
||||||
gap: 4px 12px;
|
|
||||||
margin: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
dt {
|
|
||||||
font-weight: 500;
|
|
||||||
color: rgb(0 0 0 / 60%);
|
|
||||||
font-size: 13px;
|
|
||||||
}
|
|
||||||
|
|
||||||
dd {
|
|
||||||
margin: 0;
|
|
||||||
font-size: 13px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-controls {
|
|
||||||
display: flex;
|
|
||||||
align-items: flex-start;
|
|
||||||
gap: 12px;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
margin-bottom: 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
// A sensible floor for the fields laid out with flex in .dte-controls, where there is room to spare.
|
|
||||||
.dte-field {
|
|
||||||
min-width: 180px;
|
|
||||||
|
|
||||||
&--wide {
|
|
||||||
grid-column: span 2;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// Inside the collection grid the track decides the width, not the field. Left to its own 180px
|
|
||||||
// floor a field refuses to shrink into a narrower track and overruns the one beside it.
|
|
||||||
.dte-collection-row .dte-field {
|
|
||||||
width: 100%;
|
|
||||||
min-width: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-section {
|
|
||||||
padding: 16px 0;
|
|
||||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
|
||||||
// A very narrow window scrolls the grid sideways rather than the whole page.
|
|
||||||
overflow-x: auto;
|
|
||||||
|
|
||||||
&__header {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
margin-bottom: 16px;
|
|
||||||
|
|
||||||
i {
|
|
||||||
color: $primary;
|
|
||||||
}
|
|
||||||
|
|
||||||
h3 {
|
|
||||||
margin: 0;
|
|
||||||
font-size: 16px;
|
|
||||||
font-weight: 600;
|
|
||||||
flex: 1;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-add-row {
|
|
||||||
color: $primary;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-empty {
|
|
||||||
color: rgb(0 0 0 / 50%);
|
|
||||||
font-size: 14px;
|
|
||||||
margin: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-grid {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: repeat(3, 1fr);
|
|
||||||
gap: 8px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
/*
|
|
||||||
* One collection per row. Fixed columns rather than an even split, so the row holds its shape as
|
|
||||||
* fields come and go - Cheque No and Token No only appear for a non-cash entry - and the party
|
|
||||||
* picker gets the width its "code · name · daily amount" needs.
|
|
||||||
*/
|
|
||||||
.dte-collection-row {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns:
|
|
||||||
minmax(0, 2.2fr) /* Party */
|
|
||||||
minmax(0, 1fr) /* TRTP */
|
|
||||||
minmax(0, 1fr) /* AC Type */
|
|
||||||
minmax(0, 1.4fr) /* A/C No. */
|
|
||||||
minmax(0, 1fr) /* Amount */
|
|
||||||
minmax(0, 1.6fr) /* Description */
|
|
||||||
auto; /* remove */
|
|
||||||
|
|
||||||
gap: 8px 12px;
|
|
||||||
align-items: start;
|
|
||||||
padding: 10px 0;
|
|
||||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
|
||||||
|
|
||||||
&:first-of-type {
|
|
||||||
border-top: none;
|
|
||||||
}
|
|
||||||
|
|
||||||
// Cheque No and Token No push Description and the remove button onto a second line, which is
|
|
||||||
// what a non-cash entry should look like rather than a row running off the screen.
|
|
||||||
&:has(.dte-field--instrument) {
|
|
||||||
grid-template-columns:
|
|
||||||
minmax(0, 2.2fr) minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.4fr) minmax(0, 1fr)
|
|
||||||
minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.6fr) auto;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-collection-row .dte-field--wide {
|
|
||||||
grid-column: span 2;
|
|
||||||
}
|
|
||||||
|
|
||||||
@media (width <= 1200px) {
|
|
||||||
.dte-collection-row,
|
|
||||||
.dte-collection-row:has(.dte-field--instrument) {
|
|
||||||
grid-template-columns: repeat(3, minmax(0, 1fr)) auto;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-remove-row {
|
|
||||||
color: #b91c1c;
|
|
||||||
margin-top: 8px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-action-bar {
|
|
||||||
display: flex;
|
|
||||||
justify-content: flex-end;
|
|
||||||
gap: 12px;
|
|
||||||
margin-top: 20px;
|
|
||||||
padding-top: 16px;
|
|
||||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
|
||||||
flex-wrap: wrap;
|
|
||||||
}
|
|
||||||
|
|
||||||
@media (width <= 1000px) {
|
|
||||||
.dte-info-panels {
|
|
||||||
grid-template-columns: 1fr;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-grid {
|
|
||||||
grid-template-columns: repeat(2, 1fr);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-collection-row {
|
|
||||||
grid-template-columns: repeat(2, 1fr);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Resolved name under an Agent / Party Code field — the check that the right record was found. */
|
|
||||||
.dte-hint--found {
|
|
||||||
color: #15803d;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-hint--missing {
|
|
||||||
color: #b91c1c;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Marks an agent in the list who is no longer collecting - only offered for settlement. */
|
|
||||||
.dte-agent-off {
|
|
||||||
color: #b45309;
|
|
||||||
font-size: 12px;
|
|
||||||
font-style: italic;
|
|
||||||
margin-left: 6px;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* The figure the clerk actually verifies against the passbook before saving. */
|
|
||||||
.dte-after {
|
|
||||||
font-weight: 600;
|
|
||||||
color: #0f766e;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* What the agent should be handing over for this round. */
|
|
||||||
.dte-total {
|
|
||||||
display: flex;
|
|
||||||
justify-content: flex-end;
|
|
||||||
align-items: baseline;
|
|
||||||
gap: 14px;
|
|
||||||
padding: 10px 4px 2px;
|
|
||||||
border-top: 1px solid rgb(0 0 0 / 10%);
|
|
||||||
font-size: 0.88rem;
|
|
||||||
color: rgb(0 0 0 / 60%);
|
|
||||||
|
|
||||||
strong {
|
|
||||||
font-size: 1.1rem;
|
|
||||||
color: rgb(0 0 0 / 85%);
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Marks a transaction type the system does not handle yet, so it reads as pending rather than broken. */
|
|
||||||
.dte-soon {
|
|
||||||
font-size: 0.78rem;
|
|
||||||
font-style: italic;
|
|
||||||
color: rgb(0 0 0 / 45%);
|
|
||||||
}
|
|
||||||
|
|
||||||
/*
|
|
||||||
* Marks a party this agent has already collected from today, on the row where it is picked.
|
|
||||||
*
|
|
||||||
* Amber, not red: a customer paying twice in a day is legitimate - arrears, or two days at once -
|
|
||||||
* so this is a second look, not an error. Blocking it would stop real work; saying nothing lets a
|
|
||||||
* whole round be credited twice.
|
|
||||||
*/
|
|
||||||
.dte-hint--again {
|
|
||||||
color: #b45309;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
/*
|
|
||||||
* Where a party stands against its instalments. Three states rather than one colour, because they
|
|
||||||
* call for three different things from the clerk: ahead means take nothing, behind means take more
|
|
||||||
* than the daily amount, level means take the daily amount as usual.
|
|
||||||
*
|
|
||||||
* Behind is amber, not red - falling a few days behind is ordinary in daily collection and is the
|
|
||||||
* agent's job to recover, not an error. Red here would cry wolf on most rows.
|
|
||||||
*/
|
|
||||||
.dte-hint--ahead,
|
|
||||||
.dte-sched--ahead {
|
|
||||||
color: #15803d;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-hint--behind,
|
|
||||||
.dte-sched--behind {
|
|
||||||
color: #b45309;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-hint--level,
|
|
||||||
.dte-sched--level {
|
|
||||||
color: rgb(0 0 0 / 55%);
|
|
||||||
}
|
|
||||||
|
|
||||||
/* In the party panel the schedule line carries more weight than the fields around it. */
|
|
||||||
.dte-sched {
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Says why a party in the list cannot be picked, beside the party rather than in a tooltip. */
|
|
||||||
.dte-covered {
|
|
||||||
color: #15803d;
|
|
||||||
font-size: 0.8rem;
|
|
||||||
}
|
|
||||||
|
|
||||||
/*
|
|
||||||
* An amount that looks like a slip. Red rather than the amber used for arrears: arrears are ordinary
|
|
||||||
* and the agent's job to recover, while this is a figure that probably was not handed over at all,
|
|
||||||
* and once saved it cannot be taken back. It still does not block - the clerk decides.
|
|
||||||
*/
|
|
||||||
.dte-hint--overpay {
|
|
||||||
color: #b91c1c;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
/*
|
|
||||||
The agent's written-down round, as the counter reads it.
|
|
||||||
|
|
||||||
Laid out as lines rather than as the input grid this replaced: there is nothing to fill in here,
|
|
||||||
only a list to check a bag of cash against, and controls would invite editing something the clerk
|
|
||||||
has no business editing.
|
|
||||||
*/
|
|
||||||
.dte-pending-row {
|
|
||||||
display: flex;
|
|
||||||
align-items: baseline;
|
|
||||||
gap: 12px;
|
|
||||||
padding: 10px 2px;
|
|
||||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
|
||||||
|
|
||||||
&:last-of-type {
|
|
||||||
border-bottom: none;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* First, and in the quieter weight: the date is context for the line, not what is being read. */
|
|
||||||
&__date {
|
|
||||||
min-width: 96px;
|
|
||||||
opacity: 0.7;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__code {
|
|
||||||
font-weight: 600;
|
|
||||||
min-width: 84px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__name {
|
|
||||||
flex: 1;
|
|
||||||
min-width: 0;
|
|
||||||
overflow: hidden;
|
|
||||||
text-overflow: ellipsis;
|
|
||||||
white-space: nowrap;
|
|
||||||
opacity: 0.75;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__mode {
|
|
||||||
font-size: 12px;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.5px;
|
|
||||||
opacity: 0.6;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Amounts are read down the column and compared, so the digits have to line up. */
|
|
||||||
&__amount {
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
font-weight: 600;
|
|
||||||
min-width: 96px;
|
|
||||||
text-align: right;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* The one figure the clerk acts on, said as a sentence so it is not read as another column total. */
|
|
||||||
.dte-expected {
|
|
||||||
margin: 14px 2px 0;
|
|
||||||
font-size: 14px;
|
|
||||||
line-height: 1.5;
|
|
||||||
|
|
||||||
strong {
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Quieter than the figure above it: a note about how the screen behaves, not part of the count. */
|
|
||||||
.dte-expected--note {
|
|
||||||
font-size: 13px;
|
|
||||||
opacity: 0.65;
|
|
||||||
margin-top: 4px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-apply-receipt {
|
|
||||||
margin-left: 8px;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Agent Tran: what the agent owes, what the cashier has taken in, and what is left. */
|
|
||||||
.dte-money {
|
|
||||||
display: flex;
|
|
||||||
gap: 12px;
|
|
||||||
margin: 8px 0 12px;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
|
|
||||||
&__box {
|
|
||||||
flex: 1;
|
|
||||||
min-width: 160px;
|
|
||||||
padding: 10px 14px;
|
|
||||||
border: 1px solid rgb(0 0 0 / 10%);
|
|
||||||
border-radius: 8px;
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 4px;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
|
|
||||||
strong {
|
|
||||||
font-size: 18px;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--due {
|
|
||||||
border-color: rgb(198 40 40 / 40%);
|
|
||||||
background: rgb(198 40 40 / 4%);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__label {
|
|
||||||
font-size: 12px;
|
|
||||||
opacity: 0.7;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.04em;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-subhead {
|
|
||||||
margin: 16px 0 4px;
|
|
||||||
font-size: 14px;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-pending-row--day {
|
|
||||||
cursor: pointer;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-day-lines {
|
|
||||||
margin-left: 24px;
|
|
||||||
max-height: 280px;
|
|
||||||
overflow-y: auto;
|
|
||||||
border-left: 3px solid rgb(25 118 210 / 30%);
|
|
||||||
padding-left: 10px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-status {
|
|
||||||
font-size: 12px;
|
|
||||||
padding: 2px 8px;
|
|
||||||
border-radius: 10px;
|
|
||||||
background: rgb(237 108 2 / 12%);
|
|
||||||
color: #b45309;
|
|
||||||
|
|
||||||
&--ok {
|
|
||||||
background: rgb(46 125 50 / 12%);
|
|
||||||
color: #2e7d32;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-list-arrow {
|
|
||||||
cursor: pointer;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dte-same-party {
|
|
||||||
color: #c62828;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
File diff suppressed because it is too large
Load Diff
-58
@@ -1,58 +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>{{ title }}</h2>
|
|
||||||
|
|
||||||
<mat-dialog-content>
|
|
||||||
<mat-form-field appearance="outline" class="dcd-field">
|
|
||||||
<mat-label>Party</mat-label>
|
|
||||||
<mat-select [(ngModel)]="partyCode" (selectionChange)="partyChanged()">
|
|
||||||
@for (p of eligibleParties; track p.id) {
|
|
||||||
<mat-option [value]="p.partyCode">
|
|
||||||
{{ p.partyCode }} · {{ p.partyName }} · Daily {{ p.dailyDepositAmount | number: '1.0-0' }}
|
|
||||||
</mat-option>
|
|
||||||
}
|
|
||||||
</mat-select>
|
|
||||||
@if (eligibleParties.length === 0) {
|
|
||||||
<!-- Only reachable on the arrears side: nobody is behind within the window. -->
|
|
||||||
<mat-hint class="dcd-none">No party has recoverable days</mat-hint>
|
|
||||||
}
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<mat-form-field appearance="outline" class="dcd-field">
|
|
||||||
<mat-label>Days</mat-label>
|
|
||||||
<mat-select [(ngModel)]="days" [disabled]="!partyCode">
|
|
||||||
@for (d of dayOptions; track d) {
|
|
||||||
<mat-option [value]="d">{{ d }} {{ d === 1 ? 'day' : 'days' }}</mat-option>
|
|
||||||
}
|
|
||||||
</mat-select>
|
|
||||||
@if (isAdvance) {
|
|
||||||
<mat-hint>Up to 5 days</mat-hint>
|
|
||||||
} @else if (partyCode) {
|
|
||||||
<mat-hint>Only days still within the catch-up window</mat-hint>
|
|
||||||
}
|
|
||||||
</mat-form-field>
|
|
||||||
|
|
||||||
<!--
|
|
||||||
What it comes to, shown before it is added rather than after. The clerk quotes this to the
|
|
||||||
customer, so it has to be the scheme's own figure and has to be visible while deciding.
|
|
||||||
-->
|
|
||||||
@if (amount > 0) {
|
|
||||||
<div class="dcd-amount">
|
|
||||||
<span class="dcd-amount__figure">{{ amount | number: '1.2-2' }}</span>
|
|
||||||
<span class="dcd-amount__basis">
|
|
||||||
{{ days }} × {{ party?.dailyDepositAmount | number: '1.2-2' }} daily
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</mat-dialog-content>
|
|
||||||
|
|
||||||
<mat-dialog-actions align="end">
|
|
||||||
<button mat-button mat-dialog-close type="button">Cancel</button>
|
|
||||||
<button mat-raised-button color="primary" type="button" [disabled]="!canAdd" (click)="add()">Add</button>
|
|
||||||
</mat-dialog-actions>
|
|
||||||
-42
@@ -1,42 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
.dcd-field {
|
|
||||||
width: 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dcd-none {
|
|
||||||
color: #b45309;
|
|
||||||
}
|
|
||||||
|
|
||||||
/*
|
|
||||||
* The figure the clerk quotes at the counter. Larger than the fields above it because it is the one
|
|
||||||
* thing the customer is told, and it is shown with its basis so the clerk can say where it came from
|
|
||||||
* rather than just naming a number.
|
|
||||||
*/
|
|
||||||
.dcd-amount {
|
|
||||||
display: flex;
|
|
||||||
align-items: baseline;
|
|
||||||
gap: 10px;
|
|
||||||
margin-top: 6px;
|
|
||||||
padding: 12px 14px;
|
|
||||||
border-radius: 6px;
|
|
||||||
background: rgb(15 118 110 / 8%);
|
|
||||||
|
|
||||||
&__figure {
|
|
||||||
font-size: 1.3rem;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #0f766e;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__basis {
|
|
||||||
font-size: 0.8rem;
|
|
||||||
color: rgb(0 0 0 / 60%);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
-117
@@ -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, inject } from '@angular/core';
|
|
||||||
import { CommonModule } from '@angular/common';
|
|
||||||
import { FormsModule } from '@angular/forms';
|
|
||||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
|
||||||
import { MatButtonModule } from '@angular/material/button';
|
|
||||||
import { MatSelectModule } from '@angular/material/select';
|
|
||||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
|
||||||
import { MatInputModule } from '@angular/material/input';
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Collecting for days other than today - either paid ahead, or owed from days gone by.
|
|
||||||
*
|
|
||||||
* Both are the same act from the counter's side: the customer is paying for a number of days, and
|
|
||||||
* what that comes to is the scheme's business, not the clerk's. So the clerk picks days and the
|
|
||||||
* amount follows. Typing an amount instead would let the daily figure be worked around a little at a
|
|
||||||
* time, and would quote the customer something the scheme does not charge.
|
|
||||||
*
|
|
||||||
* The two differ only in how many days are on offer. Paying ahead is capped by the bank's allowance.
|
|
||||||
* Paying arrears is capped by what is still inside the catch-up window - older instalments are gone,
|
|
||||||
* and offering them would have the clerk asking for money the bank has already written off.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-day-collection-dialog',
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
CommonModule,
|
|
||||||
FormsModule,
|
|
||||||
MatDialogModule,
|
|
||||||
MatButtonModule,
|
|
||||||
MatSelectModule,
|
|
||||||
MatFormFieldModule,
|
|
||||||
MatInputModule
|
|
||||||
],
|
|
||||||
templateUrl: './day-collection-dialog.component.html',
|
|
||||||
styleUrls: ['./day-collection-dialog.component.scss']
|
|
||||||
})
|
|
||||||
export class DayCollectionDialogComponent {
|
|
||||||
private dialogRef = inject(MatDialogRef<DayCollectionDialogComponent>);
|
|
||||||
/** { mode: 'advance' | 'previous', parties: [] } - the agent's parties, as the screen already has them. */
|
|
||||||
data = inject<any>(MAT_DIALOG_DATA);
|
|
||||||
|
|
||||||
partyCode = '';
|
|
||||||
days: number | '' = '';
|
|
||||||
|
|
||||||
get isAdvance(): boolean {
|
|
||||||
return this.data?.mode === 'advance';
|
|
||||||
}
|
|
||||||
|
|
||||||
get title(): string {
|
|
||||||
return this.isAdvance ? 'Collect in advance' : 'Collect previous days';
|
|
||||||
}
|
|
||||||
|
|
||||||
get party(): any {
|
|
||||||
return (this.data?.parties || []).find((p: any) => String(p.partyCode) === this.partyCode) || null;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* The parties this can be used on.
|
|
||||||
*
|
|
||||||
* Paying ahead is offered to anyone. Paying arrears is offered only where there are arrears still
|
|
||||||
* inside the window - on an account that is up to date there is nothing to collect for past days,
|
|
||||||
* and listing it would invite an entry that is really an advance in disguise.
|
|
||||||
*/
|
|
||||||
get eligibleParties(): any[] {
|
|
||||||
const parties = this.data?.parties || [];
|
|
||||||
return this.isAdvance ? parties : parties.filter((p: any) => Number(p.recoverableAmount || 0) > 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* How many days may be picked. Five ahead, matching the bank's allowance and the server's own
|
|
||||||
* check; for arrears, only what has not yet fallen out of the catch-up window.
|
|
||||||
*/
|
|
||||||
get dayOptions(): number[] {
|
|
||||||
const daily = Number(this.party?.dailyDepositAmount || 0);
|
|
||||||
if (!this.party || daily <= 0) {
|
|
||||||
return [];
|
|
||||||
}
|
|
||||||
const limit = this.isAdvance
|
|
||||||
? 5
|
|
||||||
: Math.floor(Number(this.party.recoverableAmount || 0) / daily);
|
|
||||||
return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1);
|
|
||||||
}
|
|
||||||
|
|
||||||
get amount(): number {
|
|
||||||
return Number(this.party?.dailyDepositAmount || 0) * Number(this.days || 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Clearing the days when the party changes - a count valid for one account is not for another. */
|
|
||||||
partyChanged(): void {
|
|
||||||
this.days = '';
|
|
||||||
}
|
|
||||||
|
|
||||||
get canAdd(): boolean {
|
|
||||||
return !!this.partyCode && Number(this.days) > 0 && this.amount > 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
add(): void {
|
|
||||||
this.dialogRef.close({
|
|
||||||
partyCode: this.partyCode,
|
|
||||||
days: Number(this.days),
|
|
||||||
amount: this.amount,
|
|
||||||
// Sent as days, not just an amount: the server recomputes what they come to and checks it
|
|
||||||
// against this account, so the figure quoted here is the one that gets posted.
|
|
||||||
advanceDays: this.isAdvance ? Number(this.days) : undefined,
|
|
||||||
arrearsDays: this.isAdvance ? undefined : Number(this.days)
|
|
||||||
});
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,21 +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="nd-head">
|
|
||||||
<span class="nd-head__ic"><fa-icon icon="info-circle"></fa-icon></span>
|
|
||||||
<h2 class="nd-head__title">{{ data.heading }}</h2>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<mat-dialog-content>
|
|
||||||
<p class="nd-message">{{ data.message }}</p>
|
|
||||||
</mat-dialog-content>
|
|
||||||
|
|
||||||
<!-- One button, because there is nothing here to agree to or call off. -->
|
|
||||||
<mat-dialog-actions align="end">
|
|
||||||
<button mat-flat-button color="primary" mat-dialog-close>OK</button>
|
|
||||||
</mat-dialog-actions>
|
|
||||||
@@ -1,44 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
.nd-head {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 12px;
|
|
||||||
padding: 18px 24px 4px;
|
|
||||||
|
|
||||||
/*
|
|
||||||
* Teal rather than the amber or red the platform's other dialogs use. Nothing has gone wrong here
|
|
||||||
* and nothing is at risk - the clerk is being told a fact about the agent they picked, and a
|
|
||||||
* warning colour would send them looking for a fault that is not there.
|
|
||||||
*/
|
|
||||||
&__ic {
|
|
||||||
display: grid;
|
|
||||||
place-items: center;
|
|
||||||
width: 34px;
|
|
||||||
height: 34px;
|
|
||||||
border-radius: 8px;
|
|
||||||
background: rgb(15 118 110 / 10%);
|
|
||||||
color: #0f766e;
|
|
||||||
flex: none;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
margin: 0;
|
|
||||||
font-size: 1.05rem;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.nd-message {
|
|
||||||
margin: 0;
|
|
||||||
max-width: 44ch;
|
|
||||||
font-size: 0.9rem;
|
|
||||||
line-height: 1.55;
|
|
||||||
color: rgb(0 0 0 / 70%);
|
|
||||||
}
|
|
||||||
@@ -1,39 +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, inject } from '@angular/core';
|
|
||||||
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
|
||||||
import { MatButtonModule } from '@angular/material/button';
|
|
||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Something the clerk needs told, with nothing to decide.
|
|
||||||
*
|
|
||||||
* The platform's confirmation dialog asks a question - Cancel or Confirm - and its buttons imply a
|
|
||||||
* choice. Used for a plain statement it leaves the clerk hunting for what they are agreeing to, and
|
|
||||||
* "Cancel" reads as though the thing being described could be undone. The error dialog has the right
|
|
||||||
* single button but dresses the message in red, which turns "this agent has no parties" into a fault.
|
|
||||||
*
|
|
||||||
* So: one button, and the message stands on its own.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-notice-dialog',
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
MatDialogModule,
|
|
||||||
MatButtonModule,
|
|
||||||
FaIconComponent
|
|
||||||
],
|
|
||||||
templateUrl: './notice-dialog.component.html',
|
|
||||||
styleUrls: ['./notice-dialog.component.scss']
|
|
||||||
})
|
|
||||||
export class NoticeDialogComponent {
|
|
||||||
/** { heading, message } */
|
|
||||||
data = inject<any>(MAT_DIALOG_DATA);
|
|
||||||
}
|
|
||||||
@@ -1,557 +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="dav-page">
|
|
||||||
@if (isLoading) {
|
|
||||||
<div class="dav-card dav-state">
|
|
||||||
<mat-spinner diameter="32"></mat-spinner>
|
|
||||||
<span>Loading account…</span>
|
|
||||||
</div>
|
|
||||||
} @else if (!account) {
|
|
||||||
<div class="dav-card dav-state">
|
|
||||||
<fa-icon icon="inbox" size="2x"></fa-icon>
|
|
||||||
<span>DDS account not found</span>
|
|
||||||
<button class="dav-btn" (click)="back()"><fa-icon icon="arrow-left"></fa-icon> DDS Accounts</button>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<!-- Banner, as the savings account page opens -->
|
|
||||||
<div class="dav-banner">
|
|
||||||
<div class="dav-banner__icon"><fa-icon icon="coins"></fa-icon></div>
|
|
||||||
<div class="dav-banner__text">
|
|
||||||
<span class="dav-pill" [ngClass]="'dav-pill--' + (account.status || '').toLowerCase()"
|
|
||||||
>● {{ account.status }}</span
|
|
||||||
>
|
|
||||||
<h2 class="dav-banner__title">{{ account.subType }}</h2>
|
|
||||||
<div class="dav-banner__meta">
|
|
||||||
<span class="dav-banner__label">Account Number</span>
|
|
||||||
<span class="dav-banner__value dav-mono">{{ account.accountNo }}</span>
|
|
||||||
<span class="dav-banner__label">Client Name</span>
|
|
||||||
<span class="dav-banner__value">{{ account.clientName || account.partyName }}</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
<div class="dav-banner__boxes">
|
|
||||||
<div class="dav-box">
|
|
||||||
<span class="dav-box__label">Current Balance</span>
|
|
||||||
<span class="dav-box__value">₹{{ account.currentBalance || 0 | formatNumber }}</span>
|
|
||||||
</div>
|
|
||||||
<div class="dav-box">
|
|
||||||
<span class="dav-box__label">Maturity Amount</span>
|
|
||||||
<span class="dav-box__value">₹{{ account.maturityAmount || 0 | formatNumber }}</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
<div class="dav-banner__actions">
|
|
||||||
<button class="dav-icon-btn" (click)="back()" matTooltip="Back to DDS Accounts">
|
|
||||||
<fa-icon icon="arrow-left"></fa-icon>
|
|
||||||
</button>
|
|
||||||
<button class="dav-icon-btn" (click)="openInPartyMaster()" matTooltip="Open in DDS Party Master">
|
|
||||||
<fa-icon icon="pen"></fa-icon>
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Tabs -->
|
|
||||||
<div class="dav-tabs">
|
|
||||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'general'" (click)="tab = 'general'">
|
|
||||||
<fa-icon icon="info-circle"></fa-icon> General
|
|
||||||
</button>
|
|
||||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'transactions'" (click)="tab = 'transactions'">
|
|
||||||
<fa-icon icon="exchange-alt"></fa-icon> Transactions
|
|
||||||
</button>
|
|
||||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'passbook'" (click)="tab = 'passbook'">
|
|
||||||
<fa-icon icon="book"></fa-icon> Passbook
|
|
||||||
</button>
|
|
||||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'nominees'" (click)="tab = 'nominees'">
|
|
||||||
<fa-icon icon="user"></fa-icon> Nominees
|
|
||||||
</button>
|
|
||||||
@if (account.status === 'CLOSED') {
|
|
||||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'closure'" (click)="tab = 'closure'">
|
|
||||||
<fa-icon icon="lock"></fa-icon> Closure
|
|
||||||
</button>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Closure: how a closed account was closed and where its money went -->
|
|
||||||
@if (tab === 'closure') {
|
|
||||||
@if (!closure) {
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-row"><span>Loading closure details…</span></div>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="dav-columns">
|
|
||||||
<div class="dav-column">
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-card__head"><span class="dav-card__dot"></span> How It Closed</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Type</span>
|
|
||||||
<strong>
|
|
||||||
{{ closureLabels[closure.closureType] || closure.closureType }}
|
|
||||||
@if (closure.withinLockin) {
|
|
||||||
<em class="dav-closure-tag">within lock-in</em>
|
|
||||||
}
|
|
||||||
</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Closed On</span><strong>{{ closure.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
|
||||||
</div>
|
|
||||||
@if (closure.paidOutBy) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Paid Out By</span><strong>{{ closure.paidOutBy }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Closed By</span><strong>{{ closure.closedBy || '—' }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Approved By</span><strong>{{ closure.approvedBy || '—' }}</strong>
|
|
||||||
</div>
|
|
||||||
@if (closure.lockinOverrideReason) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Reason</span><strong>{{ closure.lockinOverrideReason }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (closure.shortfallBorneBy) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Cost Borne By</span>
|
|
||||||
<strong>{{
|
|
||||||
closure.shortfallBorneBy === 'AGENT' ? 'Agent — ' + closure.agentCode : 'Customer'
|
|
||||||
}}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-card__head"><span class="dav-card__dot"></span> The Money</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Balance at Close</span><strong>₹{{ closure.balanceAtClose || 0 | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
@if (closure.interestRecovered > 0) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Interest Recovered</span
|
|
||||||
><strong class="dav-dr">− ₹{{ closure.interestRecovered | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (closure.interestToppedUpByAgent > 0) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Interest Funded by Agent</span
|
|
||||||
><strong class="dav-cr">+ ₹{{ closure.interestToppedUpByAgent | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
<div class="dav-row dav-closure-total">
|
|
||||||
<span>Paid Out</span><strong>₹{{ closure.paidOut || 0 | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
@if (closure.closureType === 'PREMATURE') {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Agent Penalty ({{ closure.agentCode }})</span
|
|
||||||
><strong>₹{{ closure.agentCommissionPenalty || 0 | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="dav-column">
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Where It Went</div>
|
|
||||||
@if (closure.destination === 'OWN_ACCOUNT') {
|
|
||||||
<div class="dav-row"><span>Paid Into</span><strong>Customer's own account</strong></div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Account</span><strong class="dav-mono">{{ closure.creditedAccount?.accountNo }}</strong>
|
|
||||||
</div>
|
|
||||||
@if (closure.creditedAccount?.productName) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Product</span><strong>{{ closure.creditedAccount.productName }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (closure.creditedAccount?.owner) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Holder</span><strong>{{ closure.creditedAccount.owner }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
} @else if (closure.destination === 'SUNDRY') {
|
|
||||||
<div class="dav-row"><span>Parked In</span><strong>Sundry (customer has no account here)</strong></div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>GL Account</span
|
|
||||||
><strong class="dav-mono">{{ closure.sundryGl?.glCode }} · {{ closure.sundryGl?.glName }}</strong>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="dav-row"><span>Paid Out</span><strong>Nothing - the balance was nil</strong></div>
|
|
||||||
}
|
|
||||||
@if (closure.voucherNo) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Voucher</span><strong class="dav-mono">{{ closure.voucherNo }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (closure.payoutDate) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Paid On</span><strong>{{ closure.payoutDate | date: 'dd MMMM yyyy' }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
@if (closure.passbookNote) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Passbook Note</span><strong>{{ closure.passbookNote }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (closure.ledgerEntries?.length) {
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Ledger Entry</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Transaction ID</span><strong class="dav-mono">{{ closure.ledgerTransactionId }}</strong>
|
|
||||||
</div>
|
|
||||||
@for (leg of closure.ledgerEntries; track $index) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>{{ leg.glCode }} · {{ leg.glName }}</span>
|
|
||||||
<strong [class.dav-dr]="leg.side === 'DR'" [class.dav-cr]="leg.side === 'CR'">
|
|
||||||
{{ leg.side }} ₹{{ leg.amount | formatNumber }}
|
|
||||||
</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- General -->
|
|
||||||
@if (tab === 'general') {
|
|
||||||
<div class="dav-columns">
|
|
||||||
<div class="dav-column">
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-card__head"><span class="dav-card__dot"></span> DDS Details</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Account Number</span><strong class="dav-mono">{{ account.accountNo }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Party Code</span><strong>{{ account.partyCode }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Client Name</span><strong>{{ account.clientName }} ({{ account.clientId }})</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Agent</span><strong>{{ account.agentCode }} · {{ account.agentName }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Branch</span><strong>{{ account.officeName }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Product</span><strong>{{ account.subType }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Opened On</span><strong>{{ account.openingDate | date: 'dd MMMM yyyy' }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Matures On</span><strong>{{ account.maturityDate | date: 'dd MMMM yyyy' }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Daily Deposit</span><strong>₹{{ account.dailyDepositAmount || 0 | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Term</span><strong>{{ account.month }} months · {{ account.days }} days</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Interest Rate</span><strong>{{ account.interestRate }} %</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Currency</span><strong>Indian Rupee <em class="dav-mono">[INR]</em></strong>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Performance History</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Total Collected</span><strong class="dav-cr">₹{{ totalOf('PARTY_TRAN') | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Total Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Total Paid Out</span><strong class="dav-dr">₹{{ totalDebitsAll | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="dav-column">
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Account Summary</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Collected to Date</span><strong>₹{{ account.collectedToDate || 0 | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Expected to Date</span><strong>₹{{ account.expectedToDate || 0 | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Standing</span>
|
|
||||||
<strong>
|
|
||||||
@if (account.advanceDays > 0) {
|
|
||||||
{{ account.advanceDays }} days ahead
|
|
||||||
} @else if (account.arrearsDays > 0) {
|
|
||||||
<span class="dav-dr">{{ account.arrearsDays }} days behind</span>
|
|
||||||
} @else {
|
|
||||||
Up to date
|
|
||||||
}
|
|
||||||
</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Instalments Due</span><strong>{{ account.instalmentsDue ?? 0 }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Interest Calculated, Not Posted</span
|
|
||||||
><strong>₹{{ account.interestCalc || 0 | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row"><span>Interest Calculated Using</span><strong>Daily Balance</strong></div>
|
|
||||||
<div class="dav-row"><span>Days in Year</span><strong>365 Days</strong></div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Last Interest Date</span
|
|
||||||
><strong>{{ account.interestDate ? (account.interestDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Last Transaction Date</span
|
|
||||||
><strong>{{ lastTransactionDate ? (lastTransactionDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Maturity Amount</span><strong>₹{{ account.maturityAmount || 0 | formatNumber }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Lien</span>
|
|
||||||
<strong>{{ account.lien ? 'Yes — ₹' + (account.amountHeldUnderLien || 0) : 'No' }}</strong>
|
|
||||||
</div>
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Freeze</span><strong>{{ account.freezeCode || 'Normal' }}</strong>
|
|
||||||
</div>
|
|
||||||
@if (account.closeDate) {
|
|
||||||
<div class="dav-row">
|
|
||||||
<span>Closed On</span><strong>{{ account.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Transactions -->
|
|
||||||
@if (tab === 'transactions') {
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-toolbar">
|
|
||||||
<div class="dav-datepick">
|
|
||||||
<span>From</span>
|
|
||||||
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
|
||||||
</div>
|
|
||||||
<div class="dav-datepick">
|
|
||||||
<span>To</span>
|
|
||||||
<input type="date" [formControl]="toDateControl" [max]="today" />
|
|
||||||
</div>
|
|
||||||
<button class="dav-btn" (click)="showToday()"><fa-icon icon="clock"></fa-icon> Today</button>
|
|
||||||
@if (hasDateFilters) {
|
|
||||||
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
|
||||||
}
|
|
||||||
<div class="dav-totals">
|
|
||||||
<span class="dav-cr">Credits ₹{{ totalCredits | formatNumber }}</span>
|
|
||||||
<span class="dav-dr">Debits ₹{{ totalDebits | formatNumber }}</span>
|
|
||||||
</div>
|
|
||||||
<button class="dav-btn dav-btn--primary" (click)="exportCsv()" [disabled]="shownTransactions.length === 0">
|
|
||||||
Export
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (shownTransactions.length === 0) {
|
|
||||||
<div class="dav-state">
|
|
||||||
<fa-icon icon="inbox" size="2x"></fa-icon>
|
|
||||||
<span>{{
|
|
||||||
hasDateFilters
|
|
||||||
? 'Nothing moved on this account in these dates'
|
|
||||||
: 'Nothing has been credited to this account yet'
|
|
||||||
}}</span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="dav-table-wrap">
|
|
||||||
<table class="dav-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>#</th>
|
|
||||||
<th>ID</th>
|
|
||||||
<th>Transaction Date</th>
|
|
||||||
<th>Transaction Type</th>
|
|
||||||
<th>Voucher</th>
|
|
||||||
<th>Description</th>
|
|
||||||
<th class="dav-right">Debit</th>
|
|
||||||
<th class="dav-right">Credit</th>
|
|
||||||
<th class="dav-right">Balance</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (txn of shownTransactions; track txn.id; let i = $index) {
|
|
||||||
<tr>
|
|
||||||
<td>{{ i + 1 }}</td>
|
|
||||||
<td>{{ txn.id }}</td>
|
|
||||||
<td>{{ txn.transactionDate | date: 'dd MMMM yyyy' }}</td>
|
|
||||||
<td>{{ label(txn.transactionType) }}</td>
|
|
||||||
<td class="dav-mono">{{ txn.voucherNo || '—' }}</td>
|
|
||||||
<td class="dav-desc">{{ txn.description }}</td>
|
|
||||||
<td class="dav-right">
|
|
||||||
{{ txn.direction === 'DEBIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
|
||||||
</td>
|
|
||||||
<td class="dav-right">
|
|
||||||
{{ txn.direction === 'CREDIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
|
||||||
</td>
|
|
||||||
<td class="dav-right">
|
|
||||||
<strong>₹{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Passbook: the same entries oldest first, the way a passbook is written up, and printable -->
|
|
||||||
@if (tab === 'passbook') {
|
|
||||||
<div class="dav-card">
|
|
||||||
<div class="dav-toolbar dav-noprint">
|
|
||||||
<div class="dav-datepick">
|
|
||||||
<span>From</span>
|
|
||||||
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
|
||||||
</div>
|
|
||||||
<div class="dav-datepick">
|
|
||||||
<span>To</span>
|
|
||||||
<input type="date" [formControl]="toDateControl" [max]="today" />
|
|
||||||
</div>
|
|
||||||
@if (hasDateFilters) {
|
|
||||||
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
|
||||||
}
|
|
||||||
<button class="dav-btn dav-btn--primary dav-push" (click)="printPassbook()">
|
|
||||||
<fa-icon icon="print"></fa-icon> Print
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="dav-passbook" id="dds-passbook">
|
|
||||||
<div class="dav-pb-head">
|
|
||||||
<div>
|
|
||||||
<div class="dav-pb-title">DDS Passbook</div>
|
|
||||||
<div class="dav-pb-sub">{{ account.officeName }}</div>
|
|
||||||
</div>
|
|
||||||
<div class="dav-pb-grid">
|
|
||||||
<span>Account No</span><strong class="dav-mono">{{ account.accountNo }}</strong> <span>Party Code</span
|
|
||||||
><strong>{{ account.partyCode }}</strong> <span>Name</span
|
|
||||||
><strong>{{ account.clientName || account.partyName }}</strong> <span>Product</span
|
|
||||||
><strong>{{ account.subType }} · {{ account.interestRate }} %</strong> <span>Opened On</span
|
|
||||||
><strong>{{ account.openingDate | date: 'dd/MM/yyyy' }}</strong> <span>Agent</span
|
|
||||||
><strong>{{ account.agentCode }}</strong>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (passbookEntries.length === 0) {
|
|
||||||
<div class="dav-state">
|
|
||||||
<span>{{ hasDateFilters ? 'No entries in these dates' : 'No entries yet' }}</span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<table class="dav-table dav-pb-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>Date</th>
|
|
||||||
<th>Voucher</th>
|
|
||||||
<th>Particulars</th>
|
|
||||||
<th class="dav-right">Withdrawals</th>
|
|
||||||
<th class="dav-right">Deposits</th>
|
|
||||||
<th class="dav-right">Balance</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (txn of passbookEntries; track txn.id) {
|
|
||||||
<tr>
|
|
||||||
<td>{{ txn.transactionDate | date: 'dd/MM/yyyy' }}</td>
|
|
||||||
<td class="dav-mono">{{ txn.voucherNo || '' }}</td>
|
|
||||||
<td>
|
|
||||||
{{ label(txn.transactionType) }}
|
|
||||||
@if (txn.description) {
|
|
||||||
<span class="dav-pb-note">{{ txn.description }}</span>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td class="dav-right">{{ txn.direction === 'DEBIT' ? (txn.amount | formatNumber) : '' }}</td>
|
|
||||||
<td class="dav-right">{{ txn.direction === 'CREDIT' ? (txn.amount | formatNumber) : '' }}</td>
|
|
||||||
<td class="dav-right">
|
|
||||||
<strong>{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
<tfoot>
|
|
||||||
<tr>
|
|
||||||
<td colspan="3"><strong>Total</strong></td>
|
|
||||||
<td class="dav-right">
|
|
||||||
<strong>{{ totalDebits | formatNumber }}</strong>
|
|
||||||
</td>
|
|
||||||
<td class="dav-right">
|
|
||||||
<strong>{{ totalCredits | formatNumber }}</strong>
|
|
||||||
</td>
|
|
||||||
<td class="dav-right">
|
|
||||||
<strong>{{ passbookClosingBalance | formatNumber }}</strong>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
</tfoot>
|
|
||||||
</table>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Nominees -->
|
|
||||||
@if (tab === 'nominees') {
|
|
||||||
<div class="dav-card">
|
|
||||||
@if (!account.nominees || account.nominees.length === 0) {
|
|
||||||
<div class="dav-state">
|
|
||||||
<fa-icon icon="user" size="2x"></fa-icon>
|
|
||||||
<span>No nominee on this account</span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="dav-table-wrap">
|
|
||||||
<table class="dav-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>#</th>
|
|
||||||
<th>Name</th>
|
|
||||||
<th>Relation</th>
|
|
||||||
<th>Gender</th>
|
|
||||||
<th>Mobile</th>
|
|
||||||
<th>Birth Date</th>
|
|
||||||
<th>Nominated On</th>
|
|
||||||
<th>Guardian</th>
|
|
||||||
<th class="dav-right">{{ account.nomineeSplitMode === 'Sequence' ? 'Order' : 'Share %' }}</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (nominee of account.nominees; track nominee.id; let i = $index) {
|
|
||||||
<tr>
|
|
||||||
<td>{{ i + 1 }}</td>
|
|
||||||
<td>
|
|
||||||
<strong>{{ nominee.name }}</strong>
|
|
||||||
</td>
|
|
||||||
<td>{{ nominee.relation }}</td>
|
|
||||||
<td>{{ nominee.gender }}</td>
|
|
||||||
<td>{{ nominee.mobileNo || '—' }}</td>
|
|
||||||
<td>{{ nominee.birthDate ? (nominee.birthDate | date: 'dd MMM yyyy') : '—' }}</td>
|
|
||||||
<td>{{ nominee.nominationDate ? (nominee.nominationDate | date: 'dd MMM yyyy') : '—' }}</td>
|
|
||||||
<td>{{ nominee.guardianName || '—' }}</td>
|
|
||||||
<td class="dav-right">
|
|
||||||
{{ account.nomineeSplitMode === 'Sequence' ? nominee.sequenceNo : (nominee.sharePercent ?? '—') }}
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
@@ -1,459 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
/* One DDS account's page, laid out the way the savings account page is: a banner, tabs, cards. */
|
|
||||||
|
|
||||||
.dav-page {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 16px;
|
|
||||||
padding: 24px 32px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-mono {
|
|
||||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
|
||||||
font-style: normal;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-cr {
|
|
||||||
color: #047857;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-dr {
|
|
||||||
color: #b91c1c;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-right {
|
|
||||||
text-align: right !important;
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ── Banner ───────────────────────────────────────────────────────────── */
|
|
||||||
|
|
||||||
.dav-banner {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 16px;
|
|
||||||
padding: 16px 24px;
|
|
||||||
border-radius: 16px;
|
|
||||||
color: #fff;
|
|
||||||
background: linear-gradient(90deg, #1e3a8a 0%, #2d3fb4 55%, #5b47d6 100%);
|
|
||||||
box-shadow: 0 8px 24px rgb(30 58 138 / 25%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__icon {
|
|
||||||
width: 48px;
|
|
||||||
height: 48px;
|
|
||||||
border-radius: 12px;
|
|
||||||
display: grid;
|
|
||||||
place-items: center;
|
|
||||||
font-size: 1.3rem;
|
|
||||||
background: rgb(255 255 255 / 16%);
|
|
||||||
border: 1px solid rgb(255 255 255 / 25%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__text {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 4px;
|
|
||||||
min-width: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-pill {
|
|
||||||
align-self: flex-start;
|
|
||||||
padding: 2px 10px;
|
|
||||||
border-radius: 999px;
|
|
||||||
font-size: 0.7rem;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.04em;
|
|
||||||
background: rgb(16 185 129 / 25%);
|
|
||||||
color: #a7f3d0;
|
|
||||||
border: 1px solid rgb(167 243 208 / 40%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-pill--closed {
|
|
||||||
background: rgb(148 163 184 / 25%);
|
|
||||||
color: #e2e8f0;
|
|
||||||
border-color: rgb(226 232 240 / 40%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__title {
|
|
||||||
margin: 0;
|
|
||||||
font-size: 1.25rem;
|
|
||||||
font-weight: 700;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__meta {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
align-items: baseline;
|
|
||||||
gap: 6px 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__label {
|
|
||||||
font-size: 0.7rem;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.06em;
|
|
||||||
text-transform: uppercase;
|
|
||||||
color: rgb(255 255 255 / 60%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__value {
|
|
||||||
font-size: 0.9rem;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__boxes {
|
|
||||||
margin-left: auto;
|
|
||||||
display: flex;
|
|
||||||
gap: 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-box {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 4px;
|
|
||||||
padding: 10px 18px;
|
|
||||||
border-radius: 12px;
|
|
||||||
background: rgb(255 255 255 / 12%);
|
|
||||||
border: 1px solid rgb(255 255 255 / 25%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-box__label {
|
|
||||||
font-size: 0.68rem;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.06em;
|
|
||||||
text-transform: uppercase;
|
|
||||||
color: rgb(255 255 255 / 70%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-box__value {
|
|
||||||
font-size: 1.15rem;
|
|
||||||
font-weight: 700;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__actions {
|
|
||||||
display: flex;
|
|
||||||
gap: 8px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-icon-btn {
|
|
||||||
width: 38px;
|
|
||||||
height: 38px;
|
|
||||||
border-radius: 50%;
|
|
||||||
border: 1px solid rgb(255 255 255 / 35%);
|
|
||||||
background: rgb(255 255 255 / 12%);
|
|
||||||
color: #fff;
|
|
||||||
cursor: pointer;
|
|
||||||
|
|
||||||
&:hover {
|
|
||||||
background: rgb(255 255 255 / 22%);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ── Tabs ─────────────────────────────────────────────────────────────── */
|
|
||||||
|
|
||||||
.dav-tabs {
|
|
||||||
display: flex;
|
|
||||||
gap: 8px;
|
|
||||||
padding: 8px;
|
|
||||||
border-radius: 14px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid rgb(0 0 0 / 7%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-tab {
|
|
||||||
flex: 1;
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
justify-content: center;
|
|
||||||
gap: 6px;
|
|
||||||
padding: 10px 16px;
|
|
||||||
border: 0;
|
|
||||||
border-radius: 10px;
|
|
||||||
background: transparent;
|
|
||||||
font-size: 0.95rem;
|
|
||||||
font-weight: 600;
|
|
||||||
color: #475569;
|
|
||||||
cursor: pointer;
|
|
||||||
|
|
||||||
&:hover {
|
|
||||||
background: #f1f5f9;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-tab--on {
|
|
||||||
color: #fff;
|
|
||||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
|
||||||
box-shadow: 0 4px 12px rgb(37 99 235 / 30%);
|
|
||||||
|
|
||||||
&:hover {
|
|
||||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ── Cards ────────────────────────────────────────────────────────────── */
|
|
||||||
|
|
||||||
.dav-columns {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: repeat(auto-fit, minmax(380px, 1fr));
|
|
||||||
gap: 16px;
|
|
||||||
align-items: start;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-column {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-card {
|
|
||||||
border-radius: 14px;
|
|
||||||
background: #fff;
|
|
||||||
border: 1px solid rgb(0 0 0 / 7%);
|
|
||||||
overflow: hidden;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-card__head {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 12px;
|
|
||||||
padding: 14px 20px;
|
|
||||||
font-size: 1rem;
|
|
||||||
font-weight: 700;
|
|
||||||
background: #f8fafc;
|
|
||||||
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-card__dot {
|
|
||||||
width: 30px;
|
|
||||||
height: 30px;
|
|
||||||
border-radius: 8px;
|
|
||||||
background: linear-gradient(135deg, #2563eb, #1e40af);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-row {
|
|
||||||
display: flex;
|
|
||||||
justify-content: space-between;
|
|
||||||
gap: 16px;
|
|
||||||
padding: 12px 20px;
|
|
||||||
border-bottom: 1px dashed rgb(0 0 0 / 7%);
|
|
||||||
font-size: 0.92rem;
|
|
||||||
|
|
||||||
&:last-child {
|
|
||||||
border-bottom: 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
span {
|
|
||||||
color: #334155;
|
|
||||||
}
|
|
||||||
|
|
||||||
strong {
|
|
||||||
text-align: right;
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-state {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
align-items: center;
|
|
||||||
gap: 10px;
|
|
||||||
padding: 48px 16px;
|
|
||||||
color: rgb(0 0 0 / 50%);
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ── Transactions ─────────────────────────────────────────────────────── */
|
|
||||||
|
|
||||||
.dav-toolbar {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 12px;
|
|
||||||
padding: 14px 20px;
|
|
||||||
background: #f8fafc;
|
|
||||||
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-datepick {
|
|
||||||
display: flex;
|
|
||||||
flex-direction: column;
|
|
||||||
gap: 2px;
|
|
||||||
|
|
||||||
span {
|
|
||||||
font-size: 0.68rem;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.06em;
|
|
||||||
text-transform: uppercase;
|
|
||||||
color: rgb(0 0 0 / 45%);
|
|
||||||
}
|
|
||||||
|
|
||||||
input {
|
|
||||||
padding: 6px 10px;
|
|
||||||
border-radius: 8px;
|
|
||||||
border: 1px solid rgb(0 0 0 / 15%);
|
|
||||||
font: inherit;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-btn {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 6px;
|
|
||||||
padding: 8px 14px;
|
|
||||||
border-radius: 8px;
|
|
||||||
border: 1px solid rgb(0 0 0 / 15%);
|
|
||||||
background: #fff;
|
|
||||||
font-weight: 600;
|
|
||||||
cursor: pointer;
|
|
||||||
|
|
||||||
&:disabled {
|
|
||||||
opacity: 0.5;
|
|
||||||
cursor: default;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-btn--primary {
|
|
||||||
color: #fff;
|
|
||||||
border-color: transparent;
|
|
||||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-totals {
|
|
||||||
margin-left: auto;
|
|
||||||
display: flex;
|
|
||||||
gap: 16px;
|
|
||||||
font-size: 0.88rem;
|
|
||||||
font-weight: 700;
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-table-wrap {
|
|
||||||
overflow-x: auto;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-table {
|
|
||||||
width: 100%;
|
|
||||||
border-collapse: collapse;
|
|
||||||
font-size: 0.92rem;
|
|
||||||
|
|
||||||
th {
|
|
||||||
padding: 14px 16px;
|
|
||||||
text-align: left;
|
|
||||||
font-size: 0.72rem;
|
|
||||||
font-weight: 700;
|
|
||||||
letter-spacing: 0.06em;
|
|
||||||
text-transform: uppercase;
|
|
||||||
color: #475569;
|
|
||||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
|
||||||
white-space: nowrap;
|
|
||||||
}
|
|
||||||
|
|
||||||
td {
|
|
||||||
padding: 16px;
|
|
||||||
border-bottom: 1px solid rgb(0 0 0 / 5%);
|
|
||||||
font-variant-numeric: tabular-nums;
|
|
||||||
}
|
|
||||||
|
|
||||||
tbody tr:nth-child(odd) {
|
|
||||||
background: #f8fafc;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-desc {
|
|
||||||
max-width: 320px;
|
|
||||||
color: rgb(0 0 0 / 65%);
|
|
||||||
}
|
|
||||||
|
|
||||||
@media (width <= 720px) {
|
|
||||||
.dav-page {
|
|
||||||
padding: 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-banner__boxes {
|
|
||||||
margin-left: 0;
|
|
||||||
width: 100%;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-tab {
|
|
||||||
font-size: 0.85rem;
|
|
||||||
padding: 8px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
/* ── Passbook ─────────────────────────────────────────────────────────── */
|
|
||||||
|
|
||||||
.dav-push {
|
|
||||||
margin-left: auto;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-passbook {
|
|
||||||
padding: 20px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-pb-head {
|
|
||||||
display: flex;
|
|
||||||
justify-content: space-between;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 16px 32px;
|
|
||||||
margin-bottom: 16px;
|
|
||||||
padding-bottom: 16px;
|
|
||||||
border-bottom: 2px solid #1e3a8a;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-pb-title {
|
|
||||||
font-size: 1.2rem;
|
|
||||||
font-weight: 700;
|
|
||||||
color: #1e3a8a;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-pb-sub {
|
|
||||||
font-size: 0.85rem;
|
|
||||||
color: rgb(0 0 0 / 55%);
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-pb-grid {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: auto auto;
|
|
||||||
gap: 4px 16px;
|
|
||||||
font-size: 0.88rem;
|
|
||||||
|
|
||||||
span {
|
|
||||||
color: rgb(0 0 0 / 55%);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-pb-table {
|
|
||||||
tfoot td {
|
|
||||||
padding: 14px 16px;
|
|
||||||
border-top: 2px solid rgb(0 0 0 / 15%);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-pb-note {
|
|
||||||
display: block;
|
|
||||||
font-size: 0.78rem;
|
|
||||||
color: rgb(0 0 0 / 50%);
|
|
||||||
}
|
|
||||||
|
|
||||||
/* Closure tab */
|
|
||||||
.dav-closure-tag {
|
|
||||||
margin-left: 8px;
|
|
||||||
padding: 1px 8px;
|
|
||||||
border-radius: 999px;
|
|
||||||
background: #fff3e0;
|
|
||||||
color: #e65100;
|
|
||||||
font-size: 0.75rem;
|
|
||||||
font-style: normal;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dav-closure-total {
|
|
||||||
border-top: 1px solid rgb(0 0 0 / 10%);
|
|
||||||
font-weight: 600;
|
|
||||||
}
|
|
||||||
@@ -1,297 +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 { FormControl, ReactiveFormsModule } from '@angular/forms';
|
|
||||||
import { NgClass } from '@angular/common';
|
|
||||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
|
||||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
|
||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
|
||||||
import { forkJoin, of } from 'rxjs';
|
|
||||||
import { catchError } from 'rxjs/operators';
|
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
|
||||||
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
|
||||||
import { OrganizationService } from 'app/organization/organization.service';
|
|
||||||
|
|
||||||
/** What each DDS transaction type is called on screen. */
|
|
||||||
const TRANSACTION_LABELS: Record<string, string> = {
|
|
||||||
PARTY_TRAN: 'Collection',
|
|
||||||
INTEREST_POST: 'Interest',
|
|
||||||
OD_INTEREST_POST: 'OD Interest',
|
|
||||||
MATURITY_PAYOUT: 'Maturity Payout',
|
|
||||||
PREMATURE_PAYOUT: 'Premature Payout',
|
|
||||||
PREMATURE_INT_RECOVERY: 'Interest Recovered (Premature)',
|
|
||||||
PREMATURE_AGENT_TOP_UP: 'Interest Funded by Agent',
|
|
||||||
WITHDRAW_DEPOSITE: 'Transfer (Withdraw Deposite)',
|
|
||||||
TRANSFER: 'Transfer'
|
|
||||||
};
|
|
||||||
|
|
||||||
/**
|
|
||||||
* One DDS account and everything that has moved on it, as the savings account page shows a savings
|
|
||||||
* account: the account's terms and where it stands, then its transactions with the balance after
|
|
||||||
* each, narrowed to a day or a range.
|
|
||||||
*
|
|
||||||
* Read-only. The account is changed from DDS Party Master; its money moves through collections, the
|
|
||||||
* cashier and the batch runs.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-dds-account-view',
|
|
||||||
templateUrl: './dds-account-view.component.html',
|
|
||||||
styleUrls: ['./dds-account-view.component.scss'],
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
...STANDALONE_SHARED_IMPORTS,
|
|
||||||
ReactiveFormsModule,
|
|
||||||
NgClass,
|
|
||||||
FaIconComponent,
|
|
||||||
MatTooltipModule,
|
|
||||||
MatProgressSpinnerModule,
|
|
||||||
FormatNumberPipe
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class DdsAccountViewComponent implements OnInit {
|
|
||||||
private route = inject(ActivatedRoute);
|
|
||||||
private router = inject(Router);
|
|
||||||
private organizationService = inject(OrganizationService);
|
|
||||||
|
|
||||||
isLoading = true;
|
|
||||||
account: any = null;
|
|
||||||
private transactions: any[] = [];
|
|
||||||
|
|
||||||
/** The page's tabs, as the savings account page has them - only those that apply to DDS. */
|
|
||||||
tab: 'general' | 'transactions' | 'passbook' | 'nominees' | 'closure' = 'general';
|
|
||||||
|
|
||||||
/** How a closed account was closed - read only for closed accounts, for the Closure tab. */
|
|
||||||
closure: any = null;
|
|
||||||
|
|
||||||
/** What each kind of closure is called on screen. */
|
|
||||||
readonly closureLabels: Record<string, string> = {
|
|
||||||
PREMATURE: 'Premature Close',
|
|
||||||
MATURITY_PAYOUT_AND_CLOSE: 'Maturity Payout & Close',
|
|
||||||
MATURITY_PAYOUT_THEN_CLOSE: 'Maturity Payout, then Closed',
|
|
||||||
MATURITY_AUTO_CLOSE: 'Maturity Auto Close (night job)',
|
|
||||||
CLOSED_NIL_BALANCE: 'Closed with nil balance'
|
|
||||||
};
|
|
||||||
|
|
||||||
/** The passbook reads oldest first, as it is written up. */
|
|
||||||
get passbookEntries(): any[] {
|
|
||||||
return [...this.shownTransactions].reverse();
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The balance after the last entry shown. */
|
|
||||||
get passbookClosingBalance(): number {
|
|
||||||
const entries = this.passbookEntries;
|
|
||||||
return entries.length > 0 ? Number(entries[entries.length - 1].balanceAfterTransaction || 0) : 0;
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Prints the passbook alone. It is copied into a window of its own with only its own styles, so the
|
|
||||||
* page's menus, banner and tabs do not come out on the paper.
|
|
||||||
*/
|
|
||||||
printPassbook(): void {
|
|
||||||
const passbook = document.getElementById('dds-passbook');
|
|
||||||
const popup = window.open('', '_blank', 'width=900,height=700');
|
|
||||||
if (!passbook || !popup) {
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
popup.document.write(`<html><head><title>${this.account?.accountNo || 'DDS'} Passbook</title><style>
|
|
||||||
body { font-family: Arial, sans-serif; margin: 24px; color: #111; }
|
|
||||||
.dav-pb-head { display: flex; justify-content: space-between; gap: 24px; margin-bottom: 16px; }
|
|
||||||
.dav-pb-title { font-size: 20px; font-weight: 700; }
|
|
||||||
.dav-pb-sub { color: #555; }
|
|
||||||
.dav-pb-grid { display: grid; grid-template-columns: auto auto; gap: 2px 12px; font-size: 13px; }
|
|
||||||
.dav-pb-grid span { color: #555; }
|
|
||||||
table { width: 100%; border-collapse: collapse; font-size: 13px; }
|
|
||||||
th, td { border: 1px solid #999; padding: 6px 8px; text-align: left; }
|
|
||||||
.dav-right { text-align: right; }
|
|
||||||
.dav-pb-note { display: block; font-size: 11px; color: #555; }
|
|
||||||
</style></head><body>${passbook.innerHTML}</body></html>`);
|
|
||||||
popup.document.close();
|
|
||||||
popup.focus();
|
|
||||||
popup.print();
|
|
||||||
}
|
|
||||||
|
|
||||||
fromDateControl = new FormControl('');
|
|
||||||
toDateControl = new FormControl('');
|
|
||||||
|
|
||||||
readonly today = new Date().toISOString().split('T')[0];
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
const partyId = this.route.snapshot.paramMap.get('partyId');
|
|
||||||
if (!partyId) {
|
|
||||||
this.isLoading = false;
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
forkJoin({
|
|
||||||
account: this.organizationService.getParty(partyId).pipe(catchError(() => of(null))),
|
|
||||||
transactions: this.organizationService.getPartyTransactionsOfParty(partyId).pipe(catchError(() => of([])))
|
|
||||||
}).subscribe(({ account, transactions }) => {
|
|
||||||
this.account = account;
|
|
||||||
if (account?.status === 'CLOSED') {
|
|
||||||
this.organizationService.getPartyClosure(partyId).subscribe({
|
|
||||||
next: (closure: any) => (this.closure = closure),
|
|
||||||
error: () => (this.closure = null)
|
|
||||||
});
|
|
||||||
}
|
|
||||||
// Newest first, and within a day the later entry first - the order a passbook is read back in.
|
|
||||||
this.transactions = (Array.isArray(transactions) ? transactions : []).sort(
|
|
||||||
(a: any, b: any) =>
|
|
||||||
String(b.transactionDate).localeCompare(String(a.transactionDate)) || Number(b.id) - Number(a.id)
|
|
||||||
);
|
|
||||||
this.isLoading = false;
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The transactions in the chosen range - all of them when no range is set. */
|
|
||||||
get shownTransactions(): any[] {
|
|
||||||
const from = this.fromDateControl.value;
|
|
||||||
const to = this.toDateControl.value;
|
|
||||||
return this.transactions.filter((txn: any) => {
|
|
||||||
const day = String(txn.transactionDate || '');
|
|
||||||
if (from && day < String(from)) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
if (to && day > String(to)) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
return true;
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
get totalCredits(): number {
|
|
||||||
return this.sumOf('CREDIT');
|
|
||||||
}
|
|
||||||
|
|
||||||
get totalDebits(): number {
|
|
||||||
return this.sumOf('DEBIT');
|
|
||||||
}
|
|
||||||
|
|
||||||
private sumOf(direction: string): number {
|
|
||||||
return this.shownTransactions
|
|
||||||
.filter((txn: any) => txn.direction === direction)
|
|
||||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Everything of one type ever credited, whatever the date filter says - for the summary cards. */
|
|
||||||
totalOf(type: string): number {
|
|
||||||
return this.transactions
|
|
||||||
.filter((txn: any) => txn.transactionType === type && txn.direction === 'CREDIT')
|
|
||||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Interest credited, less any taken back on an early closure. */
|
|
||||||
get interestEarned(): number {
|
|
||||||
const recovered = this.transactions
|
|
||||||
.filter((txn: any) => txn.transactionType === 'PREMATURE_INT_RECOVERY')
|
|
||||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
|
||||||
return (
|
|
||||||
this.totalOf('INTEREST_POST') +
|
|
||||||
this.totalOf('OD_INTEREST_POST') +
|
|
||||||
this.totalOf('PREMATURE_AGENT_TOP_UP') -
|
|
||||||
recovered
|
|
||||||
);
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Money that has left the account - payouts, withdrawals, transfers out. */
|
|
||||||
get totalDebitsAll(): number {
|
|
||||||
return this.transactions
|
|
||||||
.filter((txn: any) => txn.direction === 'DEBIT' && txn.transactionType !== 'PREMATURE_INT_RECOVERY')
|
|
||||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get lastTransactionDate(): string | null {
|
|
||||||
return this.transactions.length > 0 ? this.transactions[0].transactionDate : null;
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The rows on screen, as a spreadsheet the branch can keep or send on. */
|
|
||||||
exportCsv(): void {
|
|
||||||
const header = [
|
|
||||||
'#',
|
|
||||||
'ID',
|
|
||||||
'Transaction Date',
|
|
||||||
'Transaction Type',
|
|
||||||
'Voucher',
|
|
||||||
'Description',
|
|
||||||
'Account',
|
|
||||||
'Debit',
|
|
||||||
'Credit',
|
|
||||||
'Balance'
|
|
||||||
];
|
|
||||||
const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
|
|
||||||
const lines = this.shownTransactions.map((txn: any, index: number) =>
|
|
||||||
[
|
|
||||||
index + 1,
|
|
||||||
txn.id,
|
|
||||||
txn.transactionDate,
|
|
||||||
this.label(txn.transactionType),
|
|
||||||
txn.voucherNo,
|
|
||||||
txn.description,
|
|
||||||
txn.accountNo,
|
|
||||||
txn.direction === 'DEBIT' ? txn.amount : '',
|
|
||||||
txn.direction === 'CREDIT' ? txn.amount : '',
|
|
||||||
txn.balanceAfterTransaction
|
|
||||||
]
|
|
||||||
.map(quote)
|
|
||||||
.join(',')
|
|
||||||
);
|
|
||||||
const blob = new Blob(
|
|
||||||
[[
|
|
||||||
header.map(quote).join(','),
|
|
||||||
...lines
|
|
||||||
].join('\r\n')],
|
|
||||||
{ type: 'text/csv;charset=utf-8' }
|
|
||||||
);
|
|
||||||
const link = document.createElement('a');
|
|
||||||
link.href = URL.createObjectURL(blob);
|
|
||||||
link.download = `${this.account?.accountNo || 'dds-account'}-transactions.csv`;
|
|
||||||
link.click();
|
|
||||||
URL.revokeObjectURL(link.href);
|
|
||||||
}
|
|
||||||
|
|
||||||
get hasDateFilters(): boolean {
|
|
||||||
return !!(this.fromDateControl.value || this.toDateControl.value);
|
|
||||||
}
|
|
||||||
|
|
||||||
showToday(): void {
|
|
||||||
this.fromDateControl.setValue(this.today);
|
|
||||||
this.toDateControl.setValue(this.today);
|
|
||||||
}
|
|
||||||
|
|
||||||
clearDateFilters(): void {
|
|
||||||
this.fromDateControl.setValue('');
|
|
||||||
this.toDateControl.setValue('');
|
|
||||||
}
|
|
||||||
|
|
||||||
label(type: string): string {
|
|
||||||
return TRANSACTION_LABELS[type] || String(type || '').replace(/_/g, ' ');
|
|
||||||
}
|
|
||||||
|
|
||||||
statusClass(): string {
|
|
||||||
switch (this.account?.status) {
|
|
||||||
case 'ACTIVE':
|
|
||||||
return 'status--active';
|
|
||||||
case 'CLOSED':
|
|
||||||
return 'status--closed';
|
|
||||||
default:
|
|
||||||
return 'status--default';
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
back(): void {
|
|
||||||
this.router.navigate(['/accounts/dds-accounts']);
|
|
||||||
}
|
|
||||||
|
|
||||||
openInPartyMaster(): void {
|
|
||||||
this.router.navigate([
|
|
||||||
'/accounts/dds',
|
|
||||||
this.account.id,
|
|
||||||
'edit'
|
|
||||||
]);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,211 +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="acl-page">
|
|
||||||
<!-- Header -->
|
|
||||||
<div class="acl-header accent--rd">
|
|
||||||
<div class="acl-header__icon">
|
|
||||||
<fa-icon icon="coins"></fa-icon>
|
|
||||||
</div>
|
|
||||||
<div class="acl-header__text">
|
|
||||||
<h2 class="acl-header__title">DDS Accounts</h2>
|
|
||||||
<span class="acl-header__count">
|
|
||||||
@if (isLoading) {
|
|
||||||
Loading...
|
|
||||||
} @else {
|
|
||||||
{{ allCount }} accounts · {{ activeCount }} active · {{ closedCount }} closed
|
|
||||||
}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Search Bar -->
|
|
||||||
<div class="acl-search-wrap">
|
|
||||||
<div class="acl-search">
|
|
||||||
<fa-icon icon="search" class="acl-search__icon"></fa-icon>
|
|
||||||
<input
|
|
||||||
[formControl]="searchControl"
|
|
||||||
class="acl-search__input"
|
|
||||||
[placeholder]="
|
|
||||||
searchType === 'accountNo' ? 'Search by account number or party code…' : 'Search by client name…'
|
|
||||||
"
|
|
||||||
/>
|
|
||||||
@if (searchControl.value) {
|
|
||||||
<button class="acl-search__clear" (click)="clearSearch()">
|
|
||||||
<fa-icon icon="times"></fa-icon>
|
|
||||||
</button>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
<button
|
|
||||||
class="acl-btn acl-btn--toggle"
|
|
||||||
(click)="toggleSearchType()"
|
|
||||||
[matTooltip]="'Switch to ' + (searchType === 'accountNo' ? 'client name' : 'account number') + ' search'"
|
|
||||||
>
|
|
||||||
<fa-icon icon="exchange-alt"></fa-icon>
|
|
||||||
{{ searchType === 'accountNo' ? 'Acct No' : 'Client' }}
|
|
||||||
</button>
|
|
||||||
<button class="acl-btn acl-btn--icon" (click)="loadAccounts()" matTooltip="Refresh">
|
|
||||||
<fa-icon icon="sync-alt"></fa-icon>
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Status: all accounts, only the open ones, or only the closed -->
|
|
||||||
<div class="dds-status-filter" role="tablist">
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
class="dds-status-filter__btn"
|
|
||||||
[class.is-on]="statusFilter === 'ALL'"
|
|
||||||
(click)="setStatusFilter('ALL')"
|
|
||||||
>
|
|
||||||
All <span class="dds-status-filter__count">{{ allCount }}</span>
|
|
||||||
</button>
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
class="dds-status-filter__btn dds-status-filter__btn--active"
|
|
||||||
[class.is-on]="statusFilter === 'ACTIVE'"
|
|
||||||
(click)="setStatusFilter('ACTIVE')"
|
|
||||||
>
|
|
||||||
Active <span class="dds-status-filter__count">{{ activeCount }}</span>
|
|
||||||
</button>
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
class="dds-status-filter__btn dds-status-filter__btn--closed"
|
|
||||||
[class.is-on]="statusFilter === 'CLOSED'"
|
|
||||||
(click)="setStatusFilter('CLOSED')"
|
|
||||||
>
|
|
||||||
Closed <span class="dds-status-filter__count">{{ closedCount }}</span>
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Date Filters: by the day the account was opened -->
|
|
||||||
<div class="acl-filters">
|
|
||||||
<div class="acl-filters__group">
|
|
||||||
<div class="acl-datepick">
|
|
||||||
<span class="acl-datepick__label">Opened From</span>
|
|
||||||
<input type="date" class="acl-datepick__input" [formControl]="fromDateControl" [max]="today" />
|
|
||||||
</div>
|
|
||||||
<div class="acl-filters__arrow">
|
|
||||||
<fa-icon icon="arrow-right"></fa-icon>
|
|
||||||
</div>
|
|
||||||
<div class="acl-datepick">
|
|
||||||
<span class="acl-datepick__label">To</span>
|
|
||||||
<input type="date" class="acl-datepick__input" [formControl]="toDateControl" [max]="today" />
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="acl-filters__sep"></div>
|
|
||||||
|
|
||||||
<div class="acl-datepick acl-datepick--ason">
|
|
||||||
<span class="acl-datepick__label">
|
|
||||||
<fa-icon icon="clock"></fa-icon>
|
|
||||||
As On Date
|
|
||||||
</span>
|
|
||||||
<input type="date" class="acl-datepick__input" [formControl]="asOnDateControl" [max]="today" />
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (hasDateFilters) {
|
|
||||||
<button class="acl-filters__clear" (click)="clearDateFilters()">
|
|
||||||
<fa-icon icon="times"></fa-icon>
|
|
||||||
Clear
|
|
||||||
</button>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Table -->
|
|
||||||
<div class="acl-card">
|
|
||||||
@if (isLoading) {
|
|
||||||
<div class="acl-state acl-state--loading">
|
|
||||||
<mat-spinner diameter="32"></mat-spinner>
|
|
||||||
<span>Loading accounts…</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (!isLoading && rows.length === 0) {
|
|
||||||
<div class="acl-state acl-state--empty">
|
|
||||||
<div class="acl-state__icon">
|
|
||||||
<fa-icon icon="inbox"></fa-icon>
|
|
||||||
</div>
|
|
||||||
<p class="acl-state__title">No DDS accounts found</p>
|
|
||||||
<p class="acl-state__sub">Try adjusting your search</p>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (!isLoading && rows.length > 0) {
|
|
||||||
<div class="acl-table-wrap">
|
|
||||||
<table mat-table [dataSource]="rows" class="acl-table">
|
|
||||||
<ng-container matColumnDef="accountNo">
|
|
||||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Account No</th>
|
|
||||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
|
||||||
<span class="acl-acct-no">{{ row.accountNo }}</span>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<ng-container matColumnDef="depositType">
|
|
||||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Type</th>
|
|
||||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
|
||||||
<span class="acl-type-badge dtype--rd">DDS</span>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<ng-container matColumnDef="clientName">
|
|
||||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Client</th>
|
|
||||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
|
||||||
<div class="acl-client">
|
|
||||||
<div class="acl-client__avatar">{{ (row.clientName || row.partyName || '?')[0] }}</div>
|
|
||||||
<span class="acl-client__name">{{ row.clientName || row.partyName }}</span>
|
|
||||||
</div>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<ng-container matColumnDef="productName">
|
|
||||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Product</th>
|
|
||||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
|
||||||
<span class="acl-product">{{ row.subType }}</span>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<ng-container matColumnDef="balance">
|
|
||||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--right">Balance</th>
|
|
||||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--right">
|
|
||||||
<span class="acl-balance">₹ {{ row.currentBalance || 0 | formatNumber }}</span>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<ng-container matColumnDef="status">
|
|
||||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Status</th>
|
|
||||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
|
||||||
<span class="acl-status" [ngClass]="getStatusClass(row)">{{ row.status }}</span>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<ng-container matColumnDef="actions">
|
|
||||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Actions</th>
|
|
||||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
|
||||||
<button class="acl-view-btn" (click)="$event.stopPropagation(); viewAccount(row)" matTooltip="View">
|
|
||||||
<fa-icon icon="eye"></fa-icon>
|
|
||||||
</button>
|
|
||||||
</td>
|
|
||||||
</ng-container>
|
|
||||||
|
|
||||||
<tr mat-header-row *matHeaderRowDef="displayedColumns" class="acl-header-row"></tr>
|
|
||||||
<tr mat-row *matRowDef="let row; columns: displayedColumns" class="acl-row" (click)="viewAccount(row)"></tr>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<mat-paginator
|
|
||||||
[length]="totalRecords"
|
|
||||||
[pageSize]="pageSize"
|
|
||||||
[pageIndex]="pageIndex"
|
|
||||||
[pageSizeOptions]="[10, 20, 50, 100]"
|
|
||||||
(page)="onPageChange($event)"
|
|
||||||
class="acl-paginator"
|
|
||||||
showFirstLastButtons
|
|
||||||
></mat-paginator>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
@@ -1,56 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
/* All / Active / Closed - which DDS accounts the list shows. */
|
|
||||||
.dds-status-filter {
|
|
||||||
display: flex;
|
|
||||||
flex-wrap: wrap;
|
|
||||||
gap: 8px;
|
|
||||||
margin: 0 0 12px;
|
|
||||||
|
|
||||||
&__btn {
|
|
||||||
display: inline-flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 8px;
|
|
||||||
padding: 6px 14px;
|
|
||||||
border: 1px solid rgb(0 0 0 / 12%);
|
|
||||||
border-radius: 999px;
|
|
||||||
background: #fff;
|
|
||||||
color: rgb(0 0 0 / 70%);
|
|
||||||
font-size: 0.85rem;
|
|
||||||
font-weight: 500;
|
|
||||||
cursor: pointer;
|
|
||||||
|
|
||||||
&.is-on {
|
|
||||||
border-color: #1565c0;
|
|
||||||
background: #e3f2fd;
|
|
||||||
color: #0d47a1;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--active.is-on {
|
|
||||||
border-color: #2e7d32;
|
|
||||||
background: #e8f5e9;
|
|
||||||
color: #1b5e20;
|
|
||||||
}
|
|
||||||
|
|
||||||
&--closed.is-on {
|
|
||||||
border-color: #c62828;
|
|
||||||
background: #ffebee;
|
|
||||||
color: #b71c1c;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
&__count {
|
|
||||||
min-width: 22px;
|
|
||||||
padding: 0 6px;
|
|
||||||
border-radius: 999px;
|
|
||||||
background: rgb(0 0 0 / 8%);
|
|
||||||
font-size: 0.75rem;
|
|
||||||
text-align: center;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,265 +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, OnDestroy, OnInit, inject } from '@angular/core';
|
|
||||||
import { Router } from '@angular/router';
|
|
||||||
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
|
||||||
import { NgClass } from '@angular/common';
|
|
||||||
import { MatPaginator, PageEvent } from '@angular/material/paginator';
|
|
||||||
import {
|
|
||||||
MatCell,
|
|
||||||
MatCellDef,
|
|
||||||
MatColumnDef,
|
|
||||||
MatHeaderCell,
|
|
||||||
MatHeaderCellDef,
|
|
||||||
MatHeaderRow,
|
|
||||||
MatHeaderRowDef,
|
|
||||||
MatRow,
|
|
||||||
MatRowDef,
|
|
||||||
MatTable
|
|
||||||
} from '@angular/material/table';
|
|
||||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
|
||||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
|
||||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
|
||||||
import { Subject, merge } from 'rxjs';
|
|
||||||
import { debounceTime, distinctUntilChanged, takeUntil } from 'rxjs/operators';
|
|
||||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
|
||||||
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
|
||||||
import { OrganizationService } from 'app/organization/organization.service';
|
|
||||||
|
|
||||||
/**
|
|
||||||
* The DDS accounts, listed the way Savings Accounts lists savings: account number, client, product,
|
|
||||||
* balance and status, searched by account number or client and narrowed by opening date. Each opens
|
|
||||||
* onto the account's own page and its transactions.
|
|
||||||
*
|
|
||||||
* Read-only. Accounts are opened and changed from DDS Party Master; money moves through collections,
|
|
||||||
* the cashier and the batch runs.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-dds-accounts',
|
|
||||||
templateUrl: './dds-accounts.component.html',
|
|
||||||
// The Savings Accounts list's own look, so the two screens read as one family.
|
|
||||||
styleUrls: [
|
|
||||||
'../../accounts/accounts-list/accounts-list.component.scss',
|
|
||||||
'./dds-accounts.component.scss'
|
|
||||||
],
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
...STANDALONE_SHARED_IMPORTS,
|
|
||||||
ReactiveFormsModule,
|
|
||||||
NgClass,
|
|
||||||
FaIconComponent,
|
|
||||||
MatTable,
|
|
||||||
MatColumnDef,
|
|
||||||
MatHeaderCellDef,
|
|
||||||
MatHeaderCell,
|
|
||||||
MatCellDef,
|
|
||||||
MatCell,
|
|
||||||
MatHeaderRowDef,
|
|
||||||
MatHeaderRow,
|
|
||||||
MatRowDef,
|
|
||||||
MatRow,
|
|
||||||
MatPaginator,
|
|
||||||
MatTooltipModule,
|
|
||||||
MatProgressSpinnerModule,
|
|
||||||
FormatNumberPipe
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class DdsAccountsComponent implements OnInit, OnDestroy {
|
|
||||||
private organizationService = inject(OrganizationService);
|
|
||||||
private router = inject(Router);
|
|
||||||
private destroy$ = new Subject<void>();
|
|
||||||
|
|
||||||
displayedColumns = [
|
|
||||||
'accountNo',
|
|
||||||
'depositType',
|
|
||||||
'clientName',
|
|
||||||
'productName',
|
|
||||||
'balance',
|
|
||||||
'status',
|
|
||||||
'actions'
|
|
||||||
];
|
|
||||||
|
|
||||||
/** Every DDS account, fetched once; search, dates and paging work on this. */
|
|
||||||
private allAccounts: any[] = [];
|
|
||||||
/** The accounts matching the search and dates, whatever their status - what the status counts read. */
|
|
||||||
private beforeStatus: any[] = [];
|
|
||||||
/** The accounts matching the search, dates and status, before paging. */
|
|
||||||
private matching: any[] = [];
|
|
||||||
|
|
||||||
/** Which accounts are shown: all of them, only the open ones, or only the closed. */
|
|
||||||
statusFilter: 'ALL' | 'ACTIVE' | 'CLOSED' = 'ALL';
|
|
||||||
/** The page on screen. */
|
|
||||||
rows: any[] = [];
|
|
||||||
|
|
||||||
pageSize = 20;
|
|
||||||
pageIndex = 0;
|
|
||||||
isLoading = false;
|
|
||||||
|
|
||||||
searchControl = new FormControl('');
|
|
||||||
searchType: 'accountNo' | 'clientName' = 'accountNo';
|
|
||||||
fromDateControl = new FormControl('');
|
|
||||||
toDateControl = new FormControl('');
|
|
||||||
asOnDateControl = new FormControl('');
|
|
||||||
|
|
||||||
readonly today = new Date().toISOString().split('T')[0];
|
|
||||||
|
|
||||||
get totalRecords(): number {
|
|
||||||
return this.matching.length;
|
|
||||||
}
|
|
||||||
|
|
||||||
get activeCount(): number {
|
|
||||||
return this.beforeStatus.filter((account) => account.status === 'ACTIVE').length;
|
|
||||||
}
|
|
||||||
|
|
||||||
get closedCount(): number {
|
|
||||||
return this.beforeStatus.filter((account) => account.status === 'CLOSED').length;
|
|
||||||
}
|
|
||||||
|
|
||||||
get allCount(): number {
|
|
||||||
return this.beforeStatus.length;
|
|
||||||
}
|
|
||||||
|
|
||||||
setStatusFilter(status: 'ALL' | 'ACTIVE' | 'CLOSED'): void {
|
|
||||||
this.statusFilter = status;
|
|
||||||
this.pageIndex = 0;
|
|
||||||
this.applyFilters();
|
|
||||||
}
|
|
||||||
|
|
||||||
get hasDateFilters(): boolean {
|
|
||||||
return !!((this.fromDateControl.value && this.toDateControl.value) || this.asOnDateControl.value);
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
this.loadAccounts();
|
|
||||||
|
|
||||||
this.searchControl.valueChanges
|
|
||||||
.pipe(debounceTime(300), distinctUntilChanged(), takeUntil(this.destroy$))
|
|
||||||
.subscribe(() => {
|
|
||||||
this.pageIndex = 0;
|
|
||||||
this.applyFilters();
|
|
||||||
});
|
|
||||||
merge(this.fromDateControl.valueChanges, this.toDateControl.valueChanges, this.asOnDateControl.valueChanges)
|
|
||||||
.pipe(debounceTime(300), takeUntil(this.destroy$))
|
|
||||||
.subscribe(() => {
|
|
||||||
this.pageIndex = 0;
|
|
||||||
this.applyFilters();
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
ngOnDestroy(): void {
|
|
||||||
this.destroy$.next();
|
|
||||||
this.destroy$.complete();
|
|
||||||
}
|
|
||||||
|
|
||||||
loadAccounts(): void {
|
|
||||||
this.isLoading = true;
|
|
||||||
this.organizationService
|
|
||||||
.getParties()
|
|
||||||
.pipe(takeUntil(this.destroy$))
|
|
||||||
.subscribe({
|
|
||||||
next: (parties: any) => {
|
|
||||||
// Newest first, as the savings list shows them.
|
|
||||||
this.allAccounts = (Array.isArray(parties) ? parties : parties?.pageItems || []).sort(
|
|
||||||
(a: any, b: any) => Number(b.id) - Number(a.id)
|
|
||||||
);
|
|
||||||
this.isLoading = false;
|
|
||||||
this.applyFilters();
|
|
||||||
},
|
|
||||||
error: () => {
|
|
||||||
this.allAccounts = [];
|
|
||||||
this.isLoading = false;
|
|
||||||
this.applyFilters();
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Search by account number or client, and by the day the account was opened. */
|
|
||||||
private applyFilters(): void {
|
|
||||||
const term = String(this.searchControl.value || '')
|
|
||||||
.trim()
|
|
||||||
.toLowerCase();
|
|
||||||
const fromVal = this.fromDateControl.value;
|
|
||||||
const toVal = this.toDateControl.value;
|
|
||||||
const bothDates = !!(fromVal && toVal);
|
|
||||||
const asOn = this.asOnDateControl.value;
|
|
||||||
|
|
||||||
this.beforeStatus = this.allAccounts.filter((account: any) => {
|
|
||||||
if (term) {
|
|
||||||
const haystack =
|
|
||||||
this.searchType === 'accountNo'
|
|
||||||
? `${account.accountNo || ''} ${account.partyCode || ''}`
|
|
||||||
: `${account.clientName || ''} ${account.partyName || ''}`;
|
|
||||||
if (!haystack.toLowerCase().includes(term)) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
const opened = String(account.openingDate || '');
|
|
||||||
if (bothDates && opened && (opened < String(fromVal) || opened > String(toVal))) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
// As on a date: the accounts that had been opened by then.
|
|
||||||
if (asOn && opened && opened > String(asOn)) {
|
|
||||||
return false;
|
|
||||||
}
|
|
||||||
return true;
|
|
||||||
});
|
|
||||||
this.matching =
|
|
||||||
this.statusFilter === 'ALL'
|
|
||||||
? this.beforeStatus
|
|
||||||
: this.beforeStatus.filter((account: any) => account.status === this.statusFilter);
|
|
||||||
this.showPage();
|
|
||||||
}
|
|
||||||
|
|
||||||
private showPage(): void {
|
|
||||||
const start = this.pageIndex * this.pageSize;
|
|
||||||
this.rows = this.matching.slice(start, start + this.pageSize);
|
|
||||||
}
|
|
||||||
|
|
||||||
onPageChange(event: PageEvent): void {
|
|
||||||
this.pageIndex = event.pageIndex;
|
|
||||||
this.pageSize = event.pageSize;
|
|
||||||
this.showPage();
|
|
||||||
}
|
|
||||||
|
|
||||||
toggleSearchType(): void {
|
|
||||||
this.searchType = this.searchType === 'accountNo' ? 'clientName' : 'accountNo';
|
|
||||||
this.pageIndex = 0;
|
|
||||||
this.applyFilters();
|
|
||||||
}
|
|
||||||
|
|
||||||
clearSearch(): void {
|
|
||||||
this.searchControl.setValue('');
|
|
||||||
}
|
|
||||||
|
|
||||||
clearDateFilters(): void {
|
|
||||||
this.fromDateControl.setValue('', { emitEvent: false });
|
|
||||||
this.toDateControl.setValue('', { emitEvent: false });
|
|
||||||
this.asOnDateControl.setValue('', { emitEvent: false });
|
|
||||||
this.pageIndex = 0;
|
|
||||||
this.applyFilters();
|
|
||||||
}
|
|
||||||
|
|
||||||
viewAccount(account: any): void {
|
|
||||||
this.router.navigate([
|
|
||||||
'/accounts/dds-accounts',
|
|
||||||
account.id
|
|
||||||
]);
|
|
||||||
}
|
|
||||||
|
|
||||||
getStatusClass(account: any): string {
|
|
||||||
switch (account?.status) {
|
|
||||||
case 'ACTIVE':
|
|
||||||
return 'status--active';
|
|
||||||
case 'CLOSED':
|
|
||||||
return 'status--closed';
|
|
||||||
default:
|
|
||||||
return 'status--default';
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,46 +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 { OrganizationService } from 'app/organization/organization.service';
|
|
||||||
import { AlertService } from 'app/core/alert/alert.service';
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Whether the server held a DDS entry for a checker rather than carrying it out. The reply then
|
|
||||||
* names the entry (commandId) and asks for the work to be rolled back, and carries no result of its own.
|
|
||||||
*/
|
|
||||||
export function heldForApproval(response: any): boolean {
|
|
||||||
return !!response?.rollbackTransaction || (!!response?.commandId && response?.resourceId == null);
|
|
||||||
}
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Tells the clerk their entry went to a checker - with the voucher it will move under - instead of
|
|
||||||
* saying it was done. Nothing has moved yet, and a message that read as though it had would send them
|
|
||||||
* looking for money that is still waiting on a manager.
|
|
||||||
*/
|
|
||||||
export function announceHeldForApproval(
|
|
||||||
response: any,
|
|
||||||
what: string,
|
|
||||||
organizationService: OrganizationService,
|
|
||||||
alertService: AlertService
|
|
||||||
): void {
|
|
||||||
const say = (voucherNo?: string) =>
|
|
||||||
alertService.alert({
|
|
||||||
type: 'Sent for Approval',
|
|
||||||
message:
|
|
||||||
`${what} sent for approval${voucherNo ? ' under voucher ' + voucherNo : ''}. ` +
|
|
||||||
'It takes effect once a checker approves it in Approval Center › DDS Approvals.'
|
|
||||||
});
|
|
||||||
if (!response?.commandId) {
|
|
||||||
say();
|
|
||||||
return;
|
|
||||||
}
|
|
||||||
organizationService.getDdsApproval(response.commandId).subscribe({
|
|
||||||
next: (entry: any) => say(entry?.voucherNo),
|
|
||||||
error: () => say()
|
|
||||||
});
|
|
||||||
}
|
|
||||||
-265
@@ -1,265 +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/.
|
|
||||||
-->
|
|
||||||
|
|
||||||
<!-- Laid out as Disbursement & Transfers reviews its requests, and styled by the same sheet. -->
|
|
||||||
<div class="dri dri--dialog">
|
|
||||||
<nav class="cashier-nav cashier-nav--clerk">
|
|
||||||
<span class="dri-header-title">DDS {{ entry.type }} Review</span>
|
|
||||||
<span class="cashier-nav__esc-hint" (click)="close()">✕ Close</span>
|
|
||||||
</nav>
|
|
||||||
|
|
||||||
@if (loading) {
|
|
||||||
<div class="dri-loading">
|
|
||||||
<mat-icon class="dri-loading__icon">hourglass_empty</mat-icon>
|
|
||||||
<span>Loading entry…</span>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="dri-body">
|
|
||||||
<!-- Header card: the voucher it moves under, its status, who made it and when -->
|
|
||||||
<div class="dri-card dri-card--header">
|
|
||||||
<div class="dri-card-header">
|
|
||||||
<div class="dri-card-header__left">
|
|
||||||
<span class="dri-voucher">{{ voucherNo || '—' }}</span>
|
|
||||||
<span class="dri-status" [ngClass]="statusClass(entry.status)">
|
|
||||||
{{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
<div class="dri-card-header__meta">
|
|
||||||
<span class="dri-meta-item">
|
|
||||||
<mat-icon>person</mat-icon>
|
|
||||||
{{ entry.makerName || entry.maker }} ({{ entry.maker }})
|
|
||||||
</span>
|
|
||||||
<span class="dri-meta-item">
|
|
||||||
<mat-icon>schedule</mat-icon>
|
|
||||||
{{ formatDateTime(entry.madeOn) }}
|
|
||||||
</span>
|
|
||||||
@if (entry.status !== 'PENDING' && entry.checker) {
|
|
||||||
<span class="dri-meta-item">
|
|
||||||
<mat-icon>check_circle</mat-icon>
|
|
||||||
Actioned by: {{ entry.checkerName || entry.checker }}
|
|
||||||
</span>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Summary -->
|
|
||||||
<div class="dri-card">
|
|
||||||
<div class="dri-section-title">
|
|
||||||
<mat-icon>swap_horiz</mat-icon>
|
|
||||||
{{ entry.type }} Summary
|
|
||||||
</div>
|
|
||||||
<div class="dri-detail-grid">
|
|
||||||
<div class="dri-detail-item">
|
|
||||||
<span class="dri-detail-label">Total Amount</span>
|
|
||||||
<span class="dri-detail-value dri-amount">
|
|
||||||
{{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
|
|
||||||
</span>
|
|
||||||
</div>
|
|
||||||
<div class="dri-detail-item">
|
|
||||||
<span class="dri-detail-label">DR Accounts</span>
|
|
||||||
<span class="dri-detail-value"
|
|
||||||
>{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
|
|
||||||
>
|
|
||||||
</div>
|
|
||||||
<div class="dri-detail-item">
|
|
||||||
<span class="dri-detail-label">CR Accounts</span>
|
|
||||||
<span class="dri-detail-value"
|
|
||||||
>{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
|
|
||||||
>
|
|
||||||
</div>
|
|
||||||
<div class="dri-detail-item dri-detail-item--full">
|
|
||||||
<span class="dri-detail-label">Details</span>
|
|
||||||
<span class="dri-detail-value">{{ entry.details || '—' }}</span>
|
|
||||||
</div>
|
|
||||||
@if (detail?.description) {
|
|
||||||
<div class="dri-detail-item dri-detail-item--full">
|
|
||||||
<span class="dri-detail-label">Description</span>
|
|
||||||
<span class="dri-detail-value">{{ detail.description }}</span>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<!-- Debit entries -->
|
|
||||||
@if (debitLines.length) {
|
|
||||||
<div class="dri-card">
|
|
||||||
<div class="dri-section-title">
|
|
||||||
<mat-icon>arrow_upward</mat-icon>
|
|
||||||
Debit Entries ({{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }} — funds out)
|
|
||||||
</div>
|
|
||||||
<table class="dri-cr-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>#</th>
|
|
||||||
<th>Account No</th>
|
|
||||||
<th>Account Name</th>
|
|
||||||
<th>Type</th>
|
|
||||||
<th class="num">Amount (DR)</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (line of debitLines; track $index; let i = $index) {
|
|
||||||
<tr>
|
|
||||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
|
||||||
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
|
||||||
<td>{{ line.accountName || '—' }}</td>
|
|
||||||
<td>
|
|
||||||
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
|
||||||
</td>
|
|
||||||
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
<tr class="dri-cr-total-row">
|
|
||||||
<td colspan="4" class="dri-cr-total-label">Total Debit</td>
|
|
||||||
<td class="num dri-cr-total-amount">₹{{ total(debitLines) | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
<!-- Credit entries -->
|
|
||||||
@if (creditLines.length) {
|
|
||||||
<div class="dri-card">
|
|
||||||
<div class="dri-section-title">
|
|
||||||
<mat-icon>arrow_downward</mat-icon>
|
|
||||||
Credit Entries ({{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }} — funds in)
|
|
||||||
</div>
|
|
||||||
<table class="dri-cr-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th>#</th>
|
|
||||||
<th>Account No</th>
|
|
||||||
<th>Account Name</th>
|
|
||||||
<th>Type</th>
|
|
||||||
<th class="num">Amount (CR)</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (line of creditLines; track $index; let i = $index) {
|
|
||||||
<tr>
|
|
||||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
|
||||||
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
|
||||||
<td>{{ line.accountName || '—' }}</td>
|
|
||||||
<td>
|
|
||||||
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
|
||||||
</td>
|
|
||||||
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
<tr class="dri-cr-total-row">
|
|
||||||
<td colspan="4" class="dri-cr-total-label">Total Credit</td>
|
|
||||||
<td class="num dri-cr-total-amount">₹{{ total(creditLines) | number: '1.2-2' }}</td>
|
|
||||||
</tr>
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (entry.status === 'PENDING' && isMine && !done) {
|
|
||||||
<div class="dri-card dri-card--processing">
|
|
||||||
<div class="dri-section-title">
|
|
||||||
<mat-icon>info</mat-icon>
|
|
||||||
Your own entry
|
|
||||||
</div>
|
|
||||||
<p class="dri-processing-text">
|
|
||||||
You made this entry, so another user with checker rights has to approve or reject it.
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (entry.status === 'REJECTED') {
|
|
||||||
<div class="dri-card dri-card--rejected">
|
|
||||||
<div class="dri-section-title">
|
|
||||||
<mat-icon>cancel</mat-icon>
|
|
||||||
Rejected
|
|
||||||
</div>
|
|
||||||
<p class="dri-rejection-text">
|
|
||||||
Nothing was done{{ voucherNo ? '. Voucher ' + voucherNo + ' is cancelled and will not be used' : '' }}.
|
|
||||||
</p>
|
|
||||||
@if (entry.checker) {
|
|
||||||
<div class="dri-meta-item" style="margin-top: 8px">
|
|
||||||
<mat-icon>manage_accounts</mat-icon>
|
|
||||||
{{ entry.checker }}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (entry.status === 'APPROVED') {
|
|
||||||
<div class="dri-card dri-card--approved">
|
|
||||||
<div class="dri-section-title">
|
|
||||||
<mat-icon>check_circle</mat-icon>
|
|
||||||
Approved and carried out
|
|
||||||
</div>
|
|
||||||
<p class="dri-txn-refs cell-mono">
|
|
||||||
{{
|
|
||||||
voucherNo
|
|
||||||
? 'Voucher ' + voucherNo
|
|
||||||
: entry.entity === 'DDSBATCH'
|
|
||||||
? 'Posting is running - refresh for its voucher'
|
|
||||||
: '—'
|
|
||||||
}}
|
|
||||||
</p>
|
|
||||||
<div class="dri-meta-item" style="margin-top: 8px">
|
|
||||||
<mat-icon>manage_accounts</mat-icon>
|
|
||||||
Approved by: {{ entry.checker || '—' }}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (error) {
|
|
||||||
<div class="dri-card dri-card--failed">
|
|
||||||
<div class="dri-section-title">
|
|
||||||
<mat-icon>error</mat-icon>
|
|
||||||
Could not complete
|
|
||||||
</div>
|
|
||||||
<p class="dri-rejection-text">{{ error }}</p>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
|
|
||||||
@if (entry.status === 'PENDING' && !done) {
|
|
||||||
<div class="dri-actions">
|
|
||||||
@if (!confirmReject) {
|
|
||||||
<button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
|
|
||||||
<mat-icon>check_circle</mat-icon>
|
|
||||||
{{ working ? 'Processing…' : 'Approve ' + entry.type }}
|
|
||||||
</button>
|
|
||||||
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="confirmReject = true">
|
|
||||||
<mat-icon>cancel</mat-icon>
|
|
||||||
Reject
|
|
||||||
</button>
|
|
||||||
} @else {
|
|
||||||
<div class="dri-reject-form">
|
|
||||||
<label class="dri-reject-label">
|
|
||||||
Reject this entry? Nothing will be done{{
|
|
||||||
voucherNo ? ' and voucher ' + voucherNo + ' will be cancelled' : ''
|
|
||||||
}}.
|
|
||||||
</label>
|
|
||||||
<div class="dri-reject-actions">
|
|
||||||
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="act('reject')">
|
|
||||||
<mat-icon>cancel</mat-icon>
|
|
||||||
{{ working ? 'Processing…' : 'Confirm Rejection' }}
|
|
||||||
</button>
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
class="dri-btn dri-btn--ghost"
|
|
||||||
[disabled]="working"
|
|
||||||
(click)="confirmReject = false"
|
|
||||||
>
|
|
||||||
Cancel
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
@@ -1,148 +0,0 @@
|
|||||||
/**
|
|
||||||
* Copyright since 2025 Mifos Initiative
|
|
||||||
*
|
|
||||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
|
||||||
import { CommonModule } from '@angular/common';
|
|
||||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
|
||||||
|
|
||||||
import { OrganizationService } from 'app/organization/organization.service';
|
|
||||||
|
|
||||||
/**
|
|
||||||
* One DDS entry, laid out the way Disbursement & Transfers reviews a request - voucher and status on
|
|
||||||
* top, who made it and when, then the debit and credit entries it moves - and styled by the same
|
|
||||||
* sheet, so a checker reads both queues the same way.
|
|
||||||
*
|
|
||||||
* The checker approves it, which carries it out under the voucher numbered when it was sent, or
|
|
||||||
* rejects it, which leaves nothing done and cancels that number. Neither is offered to the user who
|
|
||||||
* made the entry, and the server refuses it as well.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-dds-approval-review',
|
|
||||||
templateUrl: './dds-approval-review.component.html',
|
|
||||||
styleUrls: ['../../../clerk/disbursement-review/disbursement-review.component.scss'],
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
CommonModule,
|
|
||||||
MatDialogModule,
|
|
||||||
MatIconModule
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class DdsApprovalReviewComponent implements OnInit {
|
|
||||||
private organizationService = inject(OrganizationService);
|
|
||||||
private dialogRef = inject(MatDialogRef<DdsApprovalReviewComponent>);
|
|
||||||
data = inject<any>(MAT_DIALOG_DATA);
|
|
||||||
|
|
||||||
entry: any = this.data.entry;
|
|
||||||
/** The entry in full, with the debit and credit sides it moves. */
|
|
||||||
detail: any = null;
|
|
||||||
loading = true;
|
|
||||||
working = false;
|
|
||||||
confirmReject = false;
|
|
||||||
done = false;
|
|
||||||
error = '';
|
|
||||||
/** Set by an approval, in case the list row did not carry the number yet. */
|
|
||||||
approvedVoucher = '';
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
this.load();
|
|
||||||
}
|
|
||||||
|
|
||||||
private load(): void {
|
|
||||||
this.organizationService.getDdsApproval(this.entry.id).subscribe({
|
|
||||||
next: (detail: any) => {
|
|
||||||
this.detail = detail;
|
|
||||||
this.entry = { ...this.entry, ...detail };
|
|
||||||
this.loading = false;
|
|
||||||
},
|
|
||||||
error: () => (this.loading = false)
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
get voucherNo(): string {
|
|
||||||
return this.approvedVoucher || this.entry?.voucherNo || '';
|
|
||||||
}
|
|
||||||
|
|
||||||
get debitLines(): any[] {
|
|
||||||
return (this.detail?.lines || []).filter((line: any) => line.side === 'DR');
|
|
||||||
}
|
|
||||||
|
|
||||||
get creditLines(): any[] {
|
|
||||||
return (this.detail?.lines || []).filter((line: any) => line.side === 'CR');
|
|
||||||
}
|
|
||||||
|
|
||||||
total(lines: any[]): number {
|
|
||||||
return lines.reduce((sum: number, line: any) => sum + Number(line.amount || 0), 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
get isMine(): boolean {
|
|
||||||
return !!this.data.currentUserId && Number(this.entry.makerId) === Number(this.data.currentUserId);
|
|
||||||
}
|
|
||||||
|
|
||||||
get canAct(): boolean {
|
|
||||||
return this.entry.status === 'PENDING' && !this.isMine && !this.done && !this.working;
|
|
||||||
}
|
|
||||||
|
|
||||||
statusClass(status: string): string {
|
|
||||||
const map: Record<string, string> = {
|
|
||||||
PENDING: 'dri-status--pending',
|
|
||||||
APPROVED: 'dri-status--approved',
|
|
||||||
REJECTED: 'dri-status--rejected'
|
|
||||||
};
|
|
||||||
return map[status] ?? '';
|
|
||||||
}
|
|
||||||
|
|
||||||
act(command: 'approve' | 'reject'): void {
|
|
||||||
this.working = true;
|
|
||||||
this.error = '';
|
|
||||||
this.organizationService.actOnDdsApproval(this.entry.id, command).subscribe({
|
|
||||||
next: (result: any) => {
|
|
||||||
this.working = false;
|
|
||||||
this.done = true;
|
|
||||||
this.approvedVoucher = result?.voucherNo || '';
|
|
||||||
this.entry = {
|
|
||||||
...this.entry,
|
|
||||||
status: command === 'approve' ? 'APPROVED' : 'REJECTED',
|
|
||||||
voucherCancelled: command === 'reject' && !!this.voucherNo
|
|
||||||
};
|
|
||||||
// The approved entry's sides are now the voucher's own lines.
|
|
||||||
this.load();
|
|
||||||
},
|
|
||||||
error: (err: any) => {
|
|
||||||
this.working = false;
|
|
||||||
const body = err?.error;
|
|
||||||
this.error =
|
|
||||||
body?.errors?.[0]?.defaultUserMessage ||
|
|
||||||
body?.defaultUserMessage ||
|
|
||||||
body?.developerMessage ||
|
|
||||||
'Could not complete this.';
|
|
||||||
}
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
/** The same form Disbursement & Transfers prints its times in: 29 Sept 2026, 01:25 pm. */
|
|
||||||
formatDateTime(val: any): string {
|
|
||||||
if (!val) {
|
|
||||||
return '—';
|
|
||||||
}
|
|
||||||
const d = new Date(String(val).replace(' ', 'T'));
|
|
||||||
return isNaN(d.getTime())
|
|
||||||
? String(val)
|
|
||||||
: d.toLocaleString('en-IN', {
|
|
||||||
day: '2-digit',
|
|
||||||
month: 'short',
|
|
||||||
year: 'numeric',
|
|
||||||
hour: '2-digit',
|
|
||||||
minute: '2-digit'
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
close(): void {
|
|
||||||
this.dialogRef.close(this.done);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,176 +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="cv-tab-content wri-tab">
|
|
||||||
<div class="wri-action-bar">
|
|
||||||
<div class="wri-action-bar__left">
|
|
||||||
<mat-icon class="wri-action-bar__icon">savings</mat-icon>
|
|
||||||
<div>
|
|
||||||
<div class="wri-action-bar__title">DDS Approvals</div>
|
|
||||||
<div class="wri-action-bar__sub">
|
|
||||||
Review, approve or reject DDS entries - transfers, payouts, early closures, receipts applied and postings.
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="wri-filter-bar">
|
|
||||||
<select class="wri-filter-select" [(ngModel)]="filterStatus" (change)="onFilterChange()">
|
|
||||||
@for (opt of statusOptions; track opt.value) {
|
|
||||||
<option [value]="opt.value">{{ opt.label }}</option>
|
|
||||||
}
|
|
||||||
</select>
|
|
||||||
|
|
||||||
<span class="wri-fb-sep"></span>
|
|
||||||
|
|
||||||
<div class="wri-presets">
|
|
||||||
@for (p of datePresets; track p.key) {
|
|
||||||
<button
|
|
||||||
type="button"
|
|
||||||
class="wri-preset-chip"
|
|
||||||
[class.wri-preset-chip--active]="activePreset === p.key"
|
|
||||||
(click)="applyPreset(p.key)"
|
|
||||||
>
|
|
||||||
{{ p.label }}
|
|
||||||
</button>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<span class="wri-fb-sep"></span>
|
|
||||||
|
|
||||||
<div class="wri-date-range">
|
|
||||||
<div class="wri-date-box">
|
|
||||||
<span class="wri-date-box__lbl">From</span>
|
|
||||||
<input
|
|
||||||
class="wri-date-box__input"
|
|
||||||
[matDatepicker]="fromPicker"
|
|
||||||
[(ngModel)]="fromDate"
|
|
||||||
[max]="maxDate"
|
|
||||||
(dateChange)="onFromDateChange()"
|
|
||||||
readonly
|
|
||||||
/>
|
|
||||||
<button type="button" class="wri-date-box__btn" (click)="fromPicker.open()">
|
|
||||||
<mat-icon>event</mat-icon>
|
|
||||||
</button>
|
|
||||||
<mat-datepicker #fromPicker></mat-datepicker>
|
|
||||||
</div>
|
|
||||||
<span class="wri-date-range__sep">—</span>
|
|
||||||
<div class="wri-date-box">
|
|
||||||
<span class="wri-date-box__lbl">To</span>
|
|
||||||
<input
|
|
||||||
class="wri-date-box__input"
|
|
||||||
[matDatepicker]="toPicker"
|
|
||||||
[(ngModel)]="toDate"
|
|
||||||
[min]="fromDate"
|
|
||||||
[max]="maxDate"
|
|
||||||
(dateChange)="onToDateChange()"
|
|
||||||
readonly
|
|
||||||
/>
|
|
||||||
<button type="button" class="wri-date-box__btn" (click)="toPicker.open()">
|
|
||||||
<mat-icon>event</mat-icon>
|
|
||||||
</button>
|
|
||||||
<mat-datepicker #toPicker></mat-datepicker>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<button type="button" class="wri-btn wri-btn--refresh" (click)="load()" [disabled]="loading">
|
|
||||||
<mat-icon>refresh</mat-icon>
|
|
||||||
</button>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@if (loading) {
|
|
||||||
<div class="empty-state">
|
|
||||||
<p class="empty-title">Loading…</p>
|
|
||||||
</div>
|
|
||||||
} @else if (loaded && entries.length === 0) {
|
|
||||||
<div class="empty-state">
|
|
||||||
<i class="fas fa-inbox empty-icon"></i>
|
|
||||||
<p class="empty-title">No DDS entries</p>
|
|
||||||
<p class="empty-text">
|
|
||||||
@if (filterStatus === 'PENDING') {
|
|
||||||
There are no DDS entries waiting for approval.
|
|
||||||
} @else {
|
|
||||||
No {{ filterStatus | lowercase }} DDS entries found.
|
|
||||||
}
|
|
||||||
</p>
|
|
||||||
</div>
|
|
||||||
} @else {
|
|
||||||
<div class="wri-table-wrap">
|
|
||||||
<table class="wri-table">
|
|
||||||
<thead>
|
|
||||||
<tr>
|
|
||||||
<th class="wri-th-id">Voucher No</th>
|
|
||||||
<th>Type</th>
|
|
||||||
<th>Account / Details</th>
|
|
||||||
<th class="num">Amount</th>
|
|
||||||
<th>Entries</th>
|
|
||||||
<th>Clerk</th>
|
|
||||||
<th>Reviewed By</th>
|
|
||||||
<th>Submitted At</th>
|
|
||||||
<th>Status</th>
|
|
||||||
<th class="wri-th-action">Action</th>
|
|
||||||
</tr>
|
|
||||||
</thead>
|
|
||||||
<tbody>
|
|
||||||
@for (e of pagedEntries; track e.id) {
|
|
||||||
<tr class="wri-row" (click)="review(e)">
|
|
||||||
<td class="cell-mono wri-voucher">
|
|
||||||
{{ e.voucherNo || '—' }}
|
|
||||||
@if (e.voucherCancelled) {
|
|
||||||
<span class="wri-gl-name">(cancelled)</span>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td>
|
|
||||||
<span class="wri-credit-badge" [style.background]="typeColor(e)">{{ e.type }}</span>
|
|
||||||
</td>
|
|
||||||
<td>
|
|
||||||
<span class="wri-gl-name">{{ e.details || '—' }}</span>
|
|
||||||
</td>
|
|
||||||
<td class="num wri-amount">
|
|
||||||
{{ e.amount !== null && e.amount !== undefined ? '₹' + (e.amount | number: '1.2-2') : '—' }}
|
|
||||||
</td>
|
|
||||||
<td class="wri-credit-count">
|
|
||||||
@if (e.entries) {
|
|
||||||
<span class="wri-credit-badge">{{ e.entries }} account{{ e.entries !== 1 ? 's' : '' }}</span>
|
|
||||||
} @else {
|
|
||||||
—
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td>
|
|
||||||
{{ e.makerName || e.maker || '—' }}
|
|
||||||
@if (isMine(e) && e.status === 'PENDING') {
|
|
||||||
<span class="wri-gl-name">(you)</span>
|
|
||||||
}
|
|
||||||
</td>
|
|
||||||
<td>{{ e.status === 'PENDING' ? '—' : e.checkerName || e.checker || '—' }}</td>
|
|
||||||
<td class="wri-dt">{{ formatDateTime(e.madeOn) }}</td>
|
|
||||||
<td>
|
|
||||||
<span class="wri-status" [ngClass]="statusClass(e.status)">{{ e.status | titlecase }}</span>
|
|
||||||
</td>
|
|
||||||
<td class="wri-action-cell" (click)="$event.stopPropagation()">
|
|
||||||
<button type="button" class="wri-btn wri-btn--review" (click)="review(e)">
|
|
||||||
<mat-icon>rate_review</mat-icon>
|
|
||||||
Review
|
|
||||||
</button>
|
|
||||||
</td>
|
|
||||||
</tr>
|
|
||||||
}
|
|
||||||
</tbody>
|
|
||||||
</table>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<mat-paginator
|
|
||||||
[length]="entries.length"
|
|
||||||
[pageSize]="pageSize"
|
|
||||||
[pageSizeOptions]="pageSizeOptions"
|
|
||||||
[pageIndex]="pageIndex"
|
|
||||||
showFirstLastButtons
|
|
||||||
(page)="onPageChange($event)"
|
|
||||||
></mat-paginator>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
@@ -1,215 +0,0 @@
|
|||||||
/**
|
|
||||||
* Copyright since 2025 Mifos Initiative
|
|
||||||
*
|
|
||||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
|
||||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
||||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
import { Component, OnInit, inject } from '@angular/core';
|
|
||||||
import { CommonModule } from '@angular/common';
|
|
||||||
import { FormsModule } from '@angular/forms';
|
|
||||||
import { MatIconModule } from '@angular/material/icon';
|
|
||||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
|
||||||
import { MatDialog } from '@angular/material/dialog';
|
|
||||||
import { MatNativeDateModule } from '@angular/material/core';
|
|
||||||
import { MatDatepickerModule } from '@angular/material/datepicker';
|
|
||||||
import { catchError } from 'rxjs/operators';
|
|
||||||
import { of } from 'rxjs';
|
|
||||||
|
|
||||||
import { OrganizationService } from 'app/organization/organization.service';
|
|
||||||
import { SettingsService } from 'app/settings/settings.service';
|
|
||||||
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
|
||||||
import { DdsApprovalReviewComponent } from './dds-approval-review/dds-approval-review.component';
|
|
||||||
|
|
||||||
/**
|
|
||||||
* Approval Center › DDS Approvals: every DDS entry waiting on a checker, in the clerk's terms - what
|
|
||||||
* it does, on which accounts, for how much - and, once approved, the voucher it moved under.
|
|
||||||
*
|
|
||||||
* Laid out like Disbursement & Transfers beside it, and sharing its styles, so the two queues read the
|
|
||||||
* same way. The entries are the platform's own maker-checker entries; approving one here carries it out.
|
|
||||||
*/
|
|
||||||
@Component({
|
|
||||||
selector: 'mifosx-dds-approvals',
|
|
||||||
templateUrl: './dds-approvals.component.html',
|
|
||||||
styleUrls: ['../../tasks/checker-inbox-and-tasks-tabs/disbursement-requests/disbursement-requests.component.scss'],
|
|
||||||
standalone: true,
|
|
||||||
imports: [
|
|
||||||
CommonModule,
|
|
||||||
FormsModule,
|
|
||||||
MatIconModule,
|
|
||||||
MatPaginatorModule,
|
|
||||||
MatNativeDateModule,
|
|
||||||
MatDatepickerModule
|
|
||||||
]
|
|
||||||
})
|
|
||||||
export class DdsApprovalsComponent implements OnInit {
|
|
||||||
private organizationService = inject(OrganizationService);
|
|
||||||
private settingsService = inject(SettingsService);
|
|
||||||
private authenticationService = inject(AuthenticationService);
|
|
||||||
private dialog = inject(MatDialog);
|
|
||||||
|
|
||||||
entries: any[] = [];
|
|
||||||
pageSize = 20;
|
|
||||||
pageIndex = 0;
|
|
||||||
readonly pageSizeOptions = [
|
|
||||||
10,
|
|
||||||
20,
|
|
||||||
50
|
|
||||||
];
|
|
||||||
|
|
||||||
/** The page of entries on screen. */
|
|
||||||
get pagedEntries(): any[] {
|
|
||||||
const start = this.pageIndex * this.pageSize;
|
|
||||||
return this.entries.slice(start, start + this.pageSize);
|
|
||||||
}
|
|
||||||
|
|
||||||
onPageChange(event: PageEvent): void {
|
|
||||||
this.pageSize = event.pageSize;
|
|
||||||
this.pageIndex = event.pageIndex;
|
|
||||||
}
|
|
||||||
filterStatus = 'PENDING';
|
|
||||||
fromDate: Date | null = null;
|
|
||||||
toDate: Date | null = null;
|
|
||||||
maxDate!: Date;
|
|
||||||
activePreset = 'today';
|
|
||||||
loading = false;
|
|
||||||
loaded = false;
|
|
||||||
|
|
||||||
readonly currentUserId = this.authenticationService.getCredentials()?.userId;
|
|
||||||
|
|
||||||
readonly statusOptions = [
|
|
||||||
{ value: 'PENDING', label: 'Pending' },
|
|
||||||
{ value: 'APPROVED', label: 'Approved' },
|
|
||||||
{ value: 'REJECTED', label: 'Rejected' }
|
|
||||||
];
|
|
||||||
|
|
||||||
readonly datePresets = [
|
|
||||||
{ key: 'today', label: 'Today' },
|
|
||||||
{ key: 'week', label: 'This Week' },
|
|
||||||
{ key: 'month', label: 'This Month' },
|
|
||||||
{ key: 'all', label: 'All' }
|
|
||||||
];
|
|
||||||
|
|
||||||
ngOnInit(): void {
|
|
||||||
const today = new Date(this.settingsService.businessDate || new Date());
|
|
||||||
today.setHours(0, 0, 0, 0);
|
|
||||||
this.maxDate = today;
|
|
||||||
this.applyPreset('today');
|
|
||||||
}
|
|
||||||
|
|
||||||
load(): void {
|
|
||||||
this.loading = true;
|
|
||||||
this.organizationService
|
|
||||||
.getDdsApprovals(this.filterStatus, this.isoDate(this.fromDate), this.isoDate(this.toDate))
|
|
||||||
.pipe(catchError(() => of([])))
|
|
||||||
.subscribe((rows: any) => {
|
|
||||||
this.entries = Array.isArray(rows) ? rows : [];
|
|
||||||
this.pageIndex = 0;
|
|
||||||
this.loading = false;
|
|
||||||
this.loaded = true;
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
onFilterChange(): void {
|
|
||||||
this.load();
|
|
||||||
}
|
|
||||||
|
|
||||||
onFromDateChange(): void {
|
|
||||||
this.activePreset = '';
|
|
||||||
if (this.fromDate && this.toDate && this.fromDate > this.toDate) {
|
|
||||||
this.toDate = new Date(this.fromDate);
|
|
||||||
}
|
|
||||||
this.load();
|
|
||||||
}
|
|
||||||
|
|
||||||
onToDateChange(): void {
|
|
||||||
this.activePreset = '';
|
|
||||||
this.load();
|
|
||||||
}
|
|
||||||
|
|
||||||
applyPreset(key: string): void {
|
|
||||||
this.activePreset = key;
|
|
||||||
const today = new Date(this.settingsService.businessDate || new Date());
|
|
||||||
today.setHours(0, 0, 0, 0);
|
|
||||||
if (key === 'today') {
|
|
||||||
this.fromDate = new Date(today);
|
|
||||||
this.toDate = new Date(today);
|
|
||||||
} else if (key === 'week') {
|
|
||||||
const start = new Date(today);
|
|
||||||
start.setDate(today.getDate() - today.getDay());
|
|
||||||
this.fromDate = start;
|
|
||||||
this.toDate = new Date(today);
|
|
||||||
} else if (key === 'month') {
|
|
||||||
this.fromDate = new Date(today.getFullYear(), today.getMonth(), 1);
|
|
||||||
this.toDate = new Date(today);
|
|
||||||
} else {
|
|
||||||
this.fromDate = null;
|
|
||||||
this.toDate = null;
|
|
||||||
}
|
|
||||||
this.load();
|
|
||||||
}
|
|
||||||
|
|
||||||
review(entry: any): void {
|
|
||||||
this.dialog
|
|
||||||
.open(DdsApprovalReviewComponent, { data: { entry, currentUserId: this.currentUserId }, autoFocus: false })
|
|
||||||
.afterClosed()
|
|
||||||
// However the dialog was closed - its Close button, a click outside, Esc - the list is read
|
|
||||||
// again, so an entry just approved or rejected leaves the Pending list at once.
|
|
||||||
.subscribe(() => this.load());
|
|
||||||
}
|
|
||||||
|
|
||||||
/** Whose entry it is - a checker cannot pass their own. */
|
|
||||||
isMine(entry: any): boolean {
|
|
||||||
return !!this.currentUserId && Number(entry.makerId) === Number(this.currentUserId);
|
|
||||||
}
|
|
||||||
|
|
||||||
statusClass(status: string): string {
|
|
||||||
const map: Record<string, string> = {
|
|
||||||
PENDING: 'wri-status--pending',
|
|
||||||
APPROVED: 'wri-status--approved',
|
|
||||||
REJECTED: 'wri-status--rejected'
|
|
||||||
};
|
|
||||||
return map[status] ?? '';
|
|
||||||
}
|
|
||||||
|
|
||||||
typeColor(entry: any): string {
|
|
||||||
const map: Record<string, string> = {
|
|
||||||
Transfer: '#e3f2fd',
|
|
||||||
'Apply Receipt': '#fce4ec'
|
|
||||||
};
|
|
||||||
if (String(entry.type).startsWith('Premature')) {
|
|
||||||
return '#fff3e0';
|
|
||||||
}
|
|
||||||
if (String(entry.type).startsWith('Maturity')) {
|
|
||||||
return '#e8f5e9';
|
|
||||||
}
|
|
||||||
if (String(entry.type).startsWith('Post')) {
|
|
||||||
return '#ede7f6';
|
|
||||||
}
|
|
||||||
return map[entry.type] ?? '#f5f5f5';
|
|
||||||
}
|
|
||||||
|
|
||||||
formatDateTime(val: any): string {
|
|
||||||
if (!val) {
|
|
||||||
return '—';
|
|
||||||
}
|
|
||||||
const d = new Date(String(val).replace(' ', 'T'));
|
|
||||||
return isNaN(d.getTime())
|
|
||||||
? String(val)
|
|
||||||
: d.toLocaleString('en-IN', {
|
|
||||||
day: '2-digit',
|
|
||||||
month: 'short',
|
|
||||||
year: 'numeric',
|
|
||||||
hour: '2-digit',
|
|
||||||
minute: '2-digit'
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
private isoDate(d: Date | null): string | undefined {
|
|
||||||
if (!d) {
|
|
||||||
return undefined;
|
|
||||||
}
|
|
||||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
@@ -1,33 +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="dr-container">
|
|
||||||
<div class="dr-header">
|
|
||||||
<button mat-stroked-button [routerLink]="['../']" class="dr-back">
|
|
||||||
<i class="fas fa-arrow-left"></i> Deposits
|
|
||||||
</button>
|
|
||||||
<h2 class="dr-header__title">DDS Reports</h2>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
@for (group of reportGroups; track group.title) {
|
|
||||||
<div class="dr-group">
|
|
||||||
<div class="dr-group__title">{{ group.title }}</div>
|
|
||||||
<div class="dr-grid">
|
|
||||||
@for (report of group.reports; track report) {
|
|
||||||
<a class="dr-card" [routerLink]="['view', report]">
|
|
||||||
<div class="dr-card__icon">
|
|
||||||
<i class="fas fa-file-alt"></i>
|
|
||||||
</div>
|
|
||||||
<div class="dr-card__title">{{ report }}</div>
|
|
||||||
<i class="fas fa-chevron-right dr-card__arrow"></i>
|
|
||||||
</a>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
}
|
|
||||||
</div>
|
|
||||||
@@ -1,97 +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/.
|
|
||||||
*/
|
|
||||||
|
|
||||||
$primary: #0f766e;
|
|
||||||
|
|
||||||
.dr-container {
|
|
||||||
max-width: 1080px;
|
|
||||||
margin: 0 auto;
|
|
||||||
padding: 24px 16px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dr-header {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 16px;
|
|
||||||
margin-bottom: 24px;
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
margin: 0;
|
|
||||||
font-size: 22px;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dr-back {
|
|
||||||
color: $primary;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dr-group {
|
|
||||||
margin-bottom: 24px;
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
font-size: 13px;
|
|
||||||
text-transform: uppercase;
|
|
||||||
letter-spacing: 0.05em;
|
|
||||||
color: $primary;
|
|
||||||
font-weight: 700;
|
|
||||||
margin-bottom: 10px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
.dr-grid {
|
|
||||||
display: grid;
|
|
||||||
grid-template-columns: repeat(3, 1fr);
|
|
||||||
gap: 12px;
|
|
||||||
}
|
|
||||||
|
|
||||||
.dr-card {
|
|
||||||
display: flex;
|
|
||||||
align-items: center;
|
|
||||||
gap: 12px;
|
|
||||||
background: var(--md-sys-color-surface, #fff);
|
|
||||||
border: 1px solid rgb(0 0 0 / 8%);
|
|
||||||
border-radius: 8px;
|
|
||||||
padding: 12px 14px;
|
|
||||||
text-decoration: none;
|
|
||||||
color: inherit;
|
|
||||||
transition: box-shadow 0.15s ease;
|
|
||||||
|
|
||||||
&:hover {
|
|
||||||
box-shadow: 0 2px 8px rgb(0 0 0 / 10%);
|
|
||||||
}
|
|
||||||
|
|
||||||
&__icon {
|
|
||||||
color: $primary;
|
|
||||||
font-size: 16px;
|
|
||||||
flex: none;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__title {
|
|
||||||
flex: 1;
|
|
||||||
font-size: 13px;
|
|
||||||
font-weight: 500;
|
|
||||||
}
|
|
||||||
|
|
||||||
&__arrow {
|
|
||||||
color: rgb(0 0 0 / 30%);
|
|
||||||
font-size: 12px;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
@media (width <= 900px) {
|
|
||||||
.dr-grid {
|
|
||||||
grid-template-columns: repeat(2, 1fr);
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
@media (width <= 600px) {
|
|
||||||
.dr-grid {
|
|
||||||
grid-template-columns: 1fr;
|
|
||||||
}
|
|
||||||
}
|
|
||||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user