Compare commits
4
Commits
| Author | SHA1 | Date | |
|---|---|---|---|
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885b39d970 | ||
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d47e0860f6 | ||
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e2eff9914f | ||
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57a61b3057 |
+2
-2
@@ -69,8 +69,8 @@
|
||||
"budgets": [
|
||||
{
|
||||
"type": "initial",
|
||||
"maximumWarning": "15mb",
|
||||
"maximumError": "17mb"
|
||||
"maximumWarning": "18mb",
|
||||
"maximumError": "20mb"
|
||||
},
|
||||
{
|
||||
"type": "anyComponentStyle",
|
||||
|
||||
Generated
+74
-5363
File diff suppressed because it is too large
Load Diff
+1
-1
@@ -15,7 +15,7 @@
|
||||
"ng": "ng",
|
||||
"build": "node version.js && npm run env -s && ng build --configuration production --output-hashing=none",
|
||||
"build:prod": "node version.js && node --max-old-space-size=16384 ./node_modules/@angular/cli/bin/ng build --configuration production --output-hashing=none --base-href=/web-app/",
|
||||
"start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=4096\" ng serve --proxy-config proxy.localhost.conf.js",
|
||||
"start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.localhost.conf.js",
|
||||
"start:share": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --host 0.0.0.0 --proxy-config proxy.localhost.conf.js",
|
||||
"start:demo": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.conf.js",
|
||||
"serve:dev": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --source-map --proxy-config proxy.localhost.conf.js",
|
||||
|
||||
@@ -279,7 +279,7 @@
|
||||
<div class="gl-fgroup">
|
||||
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> From Date</label>
|
||||
<mat-form-field appearance="outline" class="gl-ffield">
|
||||
<input matInput [matDatepicker]="dpFrom" [min]="minDate" [formControl]="transactionDateFrom" />
|
||||
<input matInput [matDatepicker]="dpFrom" [min]="minDate" [max]="maxDate" [formControl]="transactionDateFrom" />
|
||||
<mat-datepicker-toggle matSuffix [for]="dpFrom"></mat-datepicker-toggle>
|
||||
<mat-datepicker #dpFrom></mat-datepicker>
|
||||
</mat-form-field>
|
||||
@@ -288,7 +288,7 @@
|
||||
<div class="gl-fgroup">
|
||||
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> To Date</label>
|
||||
<mat-form-field appearance="outline" class="gl-ffield">
|
||||
<input matInput [matDatepicker]="dpTo" [min]="minDate" [formControl]="transactionDateTo" />
|
||||
<input matInput [matDatepicker]="dpTo" [min]="minDate" [max]="maxDate" [formControl]="transactionDateTo" />
|
||||
<mat-datepicker-toggle matSuffix [for]="dpTo"></mat-datepicker-toggle>
|
||||
<mat-datepicker #dpTo></mat-datepicker>
|
||||
</mat-form-field>
|
||||
@@ -357,6 +357,7 @@
|
||||
matInput
|
||||
[matDatepicker]="dpSubFrom"
|
||||
[min]="minDate"
|
||||
[max]="maxDate"
|
||||
[formControl]="submittedOnDateFrom"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="dpSubFrom"></mat-datepicker-toggle>
|
||||
@@ -367,7 +368,7 @@
|
||||
<div class="gl-fgroup">
|
||||
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted To</label>
|
||||
<mat-form-field appearance="outline" class="gl-ffield">
|
||||
<input matInput [matDatepicker]="dpSubTo" [min]="minDate" [formControl]="submittedOnDateTo" />
|
||||
<input matInput [matDatepicker]="dpSubTo" [min]="minDate" [max]="maxDate" [formControl]="submittedOnDateTo" />
|
||||
<mat-datepicker-toggle matSuffix [for]="dpSubTo"></mat-datepicker-toggle>
|
||||
<mat-datepicker #dpSubTo></mat-datepicker>
|
||||
</mat-form-field>
|
||||
@@ -538,7 +539,7 @@
|
||||
</div>
|
||||
|
||||
<div class="gl-table-shell">
|
||||
<mat-table [dataSource]="dataSource" matSort matSortActive="id" matSortDirection="desc" class="gl-mat-table">
|
||||
<mat-table [dataSource]="dataSource" matSort class="gl-mat-table">
|
||||
<!-- #ID -->
|
||||
<ng-container matColumnDef="id">
|
||||
<mat-header-cell *matHeaderCellDef mat-sort-header class="gl-th">#</mat-header-cell>
|
||||
|
||||
@@ -90,7 +90,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
|
||||
|
||||
// ── Misc ──────────────────────────────────────────────────────────────────
|
||||
minDate = new Date(2000, 0, 1);
|
||||
maxDate: Date = null;
|
||||
maxDate = new Date();
|
||||
/** Accounting features switched off for this installation — see disabled-features.ts. */
|
||||
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
||||
|
||||
@@ -208,7 +208,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
|
||||
}
|
||||
|
||||
ngOnInit() {
|
||||
this.maxDate = null;
|
||||
this.maxDate = this.settingsService.businessDate;
|
||||
this.paginator.pageSize = 10;
|
||||
this.restoreState();
|
||||
this.setFilteredOffices();
|
||||
|
||||
@@ -11,6 +11,14 @@ import { Routes, RouterModule } from '@angular/router';
|
||||
|
||||
import { Route } from '../core/route/route.service';
|
||||
import { AccountsListComponent } from './accounts-list/accounts-list.component';
|
||||
import { PartyMasterComponent } from '../deposits/party-master/party-master.component';
|
||||
import { 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 = [
|
||||
Route.withShell([
|
||||
@@ -41,6 +49,59 @@ const routes: Routes = [
|
||||
title: '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' }
|
||||
}
|
||||
]
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
@@ -74,17 +74,6 @@ export class AccountsService {
|
||||
return this.http.get('/fixeddepositaccounts', { params: httpParams });
|
||||
}
|
||||
|
||||
/**
|
||||
* FD Dashboard's data source: every ACTIVE FD, id/account/client/product identity, maturity date
|
||||
* and deposit/maturity amounts only. Deliberately a separate, narrow endpoint rather than
|
||||
* getFixedDepositAccounts() above -- that one's backend query joins in six more tables (audit
|
||||
* who-did-what-when, currency, tax group) an unbounded dashboard fetch does not need, over columns
|
||||
* that had no index until this feature added one (see backend migration 0571).
|
||||
*/
|
||||
getFixedDepositMaturityDashboard(): Observable<any> {
|
||||
return this.http.get('/fixeddepositaccounts/maturity-dashboard');
|
||||
}
|
||||
|
||||
getRecurringDepositAccounts(params: AccountListParams = {}): Observable<any> {
|
||||
let httpParams = new HttpParams()
|
||||
.set('paged', 'true')
|
||||
|
||||
@@ -63,7 +63,6 @@ import { CfcfrmsModule } from './cfcfrms/cfcfrms.module';
|
||||
import { BankCalendarModule } from './bank-calendar/bank-calendar.module';
|
||||
import { DeafModule } from './deaf/deaf.module';
|
||||
import { SavingsDailyInterestModule } from './savings-daily-interest/savings-daily-interest.module';
|
||||
import { FdDashboardModule } from './fd-dashboard/fd-dashboard.module';
|
||||
import { DicgcModule } from './dicgc/dicgc.module';
|
||||
import { FiuModule } from './fiu/fiu.module';
|
||||
import { GlReportsModule } from './gl-reports/gl-reports.module';
|
||||
@@ -177,7 +176,6 @@ export function HttpLoaderFactory(http: HttpClient) {
|
||||
BankCalendarModule,
|
||||
DeafModule,
|
||||
SavingsDailyInterestModule,
|
||||
FdDashboardModule,
|
||||
DicgcModule,
|
||||
FiuModule,
|
||||
GlReportsModule,
|
||||
|
||||
@@ -17,12 +17,7 @@
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<button
|
||||
class="bor-btn bor-btn--xls"
|
||||
type="button"
|
||||
[disabled]="exporting || !filtered.length"
|
||||
(click)="exportExcel()"
|
||||
>
|
||||
<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>
|
||||
@@ -137,9 +132,7 @@
|
||||
<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><span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span></td>
|
||||
<td class="mono">{{ r.activatedDate || '—' }}</td>
|
||||
</tr>
|
||||
} @empty {
|
||||
|
||||
@@ -107,26 +107,11 @@
|
||||
</span>
|
||||
</div>
|
||||
@if (canOperate) {
|
||||
<button
|
||||
type="button"
|
||||
class="pg-btn pg-btn--primary"
|
||||
(click)="startClose(openDay)"
|
||||
[disabled]="interestPending.length > 0"
|
||||
>
|
||||
<button type="button" class="pg-btn pg-btn--primary" (click)="startClose(openDay)">
|
||||
<mat-icon>lock</mat-icon> Close Day
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
@if (interestPending.length > 0) {
|
||||
<div class="bd-interest-alert">
|
||||
<mat-icon>warning</mat-icon>
|
||||
<span>
|
||||
Savings interest posting report is not approved for <strong>{{ interestPending.join(', ') }}</strong
|
||||
>. Approve it in <a routerLink="/reports/interest-posting">Reports → Interest Posting Reports</a> before
|
||||
closing the day.
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
} @else if (loaded && canOperate) {
|
||||
<div class="bd-current bd-current--shut">
|
||||
<div class="bd-current__main">
|
||||
|
||||
@@ -372,30 +372,3 @@
|
||||
color: #d97706;
|
||||
}
|
||||
}
|
||||
|
||||
// Shown under the open day while a savings interest posting report due today is unapproved.
|
||||
.bd-interest-alert {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 8px;
|
||||
margin: 8px 0 12px;
|
||||
padding: 10px 14px;
|
||||
border: 1px solid #f59e0b;
|
||||
border-radius: 8px;
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
font-size: 13px;
|
||||
|
||||
mat-icon {
|
||||
flex-shrink: 0;
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
}
|
||||
|
||||
a {
|
||||
color: inherit;
|
||||
font-weight: 600;
|
||||
text-decoration: underline;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -189,23 +189,6 @@ export class BranchDayComponent implements OnInit {
|
||||
return this.totalOf(this.closeCounts);
|
||||
}
|
||||
|
||||
/**
|
||||
* Savings products whose interest posting report is due today and not yet approved. The close is
|
||||
* refused by the backend while any is pending; this only says so before the user tries.
|
||||
*/
|
||||
interestPending: string[] = [];
|
||||
|
||||
private checkInterestReports(): void {
|
||||
if (!this.openDay?.businessDate) {
|
||||
this.interestPending = [];
|
||||
return;
|
||||
}
|
||||
this.service
|
||||
.interestDayCloseCheck(this.openDay.businessDate, this.openDay.officeId)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((res) => (this.interestPending = res?.pendingProducts ?? []));
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.errorMsg = '';
|
||||
@@ -227,7 +210,6 @@ export class BranchDayComponent implements OnInit {
|
||||
this.canOperate = !!res?.canOperate;
|
||||
this.openDate = this.today;
|
||||
this.checkFirstOpenCashMigration();
|
||||
this.checkInterestReports();
|
||||
});
|
||||
|
||||
this.service
|
||||
|
||||
@@ -205,23 +205,6 @@ export class CashierService {
|
||||
return this.http.get('/branchday', { params });
|
||||
}
|
||||
|
||||
/**
|
||||
* The savings products whose interest posting report is due for the date and not yet approved —
|
||||
* the backend refuses to close any branch's day while one is pending.
|
||||
*/
|
||||
interestDayCloseCheck(
|
||||
date?: string,
|
||||
officeId?: number
|
||||
): Observable<{ businessDate: string; canClose: boolean; pendingProducts: string[] }> {
|
||||
let params = new HttpParams();
|
||||
if (date) params = params.set('date', date);
|
||||
if (officeId) params = params.set('officeId', String(officeId));
|
||||
return this.http.get<{ businessDate: string; canClose: boolean; pendingProducts: string[] }>(
|
||||
'/savingsinterestpostingreports/day-close-check',
|
||||
{ params }
|
||||
);
|
||||
}
|
||||
|
||||
/** Days opened and never closed — today's own open day excluded. */
|
||||
branchDayMissed(officeId?: number): Observable<any> {
|
||||
let params = new HttpParams();
|
||||
|
||||
@@ -5804,21 +5804,13 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
return;
|
||||
}
|
||||
|
||||
// Cashier deposit (savings/current/FD/RD/GL) → route through maker-checker (create PENDING request,
|
||||
// no direct credit). FD and RD are their own account-type codes (see creditEntryAccountType()) and
|
||||
// belong here just as much as a plain savings deposit -- a cashier crediting an FD/RD must not be
|
||||
// able to move money in without a manager's approval either.
|
||||
// Cashier deposit (savings/current/GL) → route through maker-checker (create PENDING request, no direct credit)
|
||||
// Use the dialog-confirmed amount — for cash that is the denomination total
|
||||
if (
|
||||
!this.isClerk &&
|
||||
!this.reviewMode &&
|
||||
isDeposit &&
|
||||
(row.acTyp === 'SD' ||
|
||||
row.acTyp === 'CA' ||
|
||||
row.acTyp === 'CB' ||
|
||||
row.acTyp === 'FD' ||
|
||||
row.acTyp === 'RD' ||
|
||||
row.acTyp === 'GL')
|
||||
(row.acTyp === 'SD' || row.acTyp === 'CA' || row.acTyp === 'CB' || row.acTyp === 'GL')
|
||||
) {
|
||||
this.submitCashierDepositRequest(row, this.confirmData?.amount ?? amount);
|
||||
return;
|
||||
@@ -6041,12 +6033,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
this.editRequest = req;
|
||||
}
|
||||
|
||||
// Same bug, same fix as the token-driven withdrawal-slip lookup above (see its comment): the
|
||||
// request carries its own real account_type (SAVINGS, CURRENT, FIXED_DEPOSIT or
|
||||
// RECURRING_DEPOSIT), and hardcoding 'SD' here searched every non-savings account on the
|
||||
// wrong endpoint, so reviewing a Current-account withdrawal always failed with "Account not
|
||||
// found".
|
||||
const acTyp = TransactionEntryComponent.SEARCH_ACCOUNT_TYPE_TO_AC_TYP[req.account_type || ''] || 'SD';
|
||||
const acTyp = 'SD';
|
||||
const row = this.rows[0];
|
||||
row.acNo = req.account_no ?? '';
|
||||
row.acTyp = acTyp;
|
||||
|
||||
@@ -643,9 +643,8 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
||||
this.createClientForm.get('degreeQualificationId')?.setValue('');
|
||||
}
|
||||
});
|
||||
// Constitution options by code NAME, never by id: code ids differ per tenant (on abc_bank id 17 is the empty
|
||||
// ClientClassification code and Constitution is id 24), so a hardcoded id left the dropdown empty.
|
||||
this.clientService.getCodeValuesByName('Constitution').subscribe((options) => {
|
||||
// Fetch all constitution options from code ID 17
|
||||
this.clientService.getCodeValuesById(17).subscribe((options) => {
|
||||
if (options?.length) {
|
||||
this.constitutionOptions = options;
|
||||
// Sort master by value length descending so longer/more-specific keys match first
|
||||
|
||||
@@ -1321,11 +1321,6 @@
|
||||
kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched
|
||||
) {
|
||||
<mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error>
|
||||
} @else if (
|
||||
kycForm.get('kycDocumentNumber')?.hasError('aadhaarLast4Mismatch') &&
|
||||
kycForm.get('kycDocumentNumber')?.touched
|
||||
) {
|
||||
<mat-error>Last 4 digits do not match the Aadhaar number entered above</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
|
||||
@@ -8,14 +8,7 @@
|
||||
|
||||
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
|
||||
import { forkJoin, catchError, of } from 'rxjs';
|
||||
import {
|
||||
UntypedFormBuilder,
|
||||
UntypedFormGroup,
|
||||
Validators,
|
||||
FormsModule,
|
||||
AbstractControl,
|
||||
ValidationErrors
|
||||
} from '@angular/forms';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
|
||||
import {
|
||||
MatDialog,
|
||||
MAT_DIALOG_DATA,
|
||||
@@ -574,28 +567,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
/** Existing signature document ID (for re-upload/delete) */
|
||||
existingSignatureDocId: string = '';
|
||||
|
||||
/**
|
||||
* Cross-field check for the OVD "Document Number" field (kycDocumentNumber): when Aadhaar Card
|
||||
* is the selected KYC document, its value must identify the same Aadhaar as the aadhaarNumber
|
||||
* field captured earlier in this step - the last 4 digits are what's compared, since
|
||||
* aadhaarNumber may hold either the raw 12-digit number or a masked value (masking only ever
|
||||
* obscures the first 8 digits - see aadhaarMasked in the kycData getter below - so the last 4
|
||||
* characters are always the real digits either way). Not applicable to any other document type,
|
||||
* where kycDocumentNumber is unrelated to Aadhaar entirely.
|
||||
*/
|
||||
private aadhaarLast4MatchValidator = (control: AbstractControl): ValidationErrors | null => {
|
||||
if (this.selectedKycDoc?.code !== 'AADHAAR') {
|
||||
return null;
|
||||
}
|
||||
const docNumber = (control.value || '').toString().trim();
|
||||
const aadhaarValue = (control.parent?.get('aadhaarNumber')?.value || '').toString().trim();
|
||||
if (docNumber.length < 4 || aadhaarValue.length < 4) {
|
||||
// Required/pattern validators already flag an empty or too-short value on their own.
|
||||
return null;
|
||||
}
|
||||
return docNumber.slice(-4) === aadhaarValue.slice(-4) ? null : { aadhaarLast4Mismatch: true };
|
||||
};
|
||||
|
||||
/** KYC Form */
|
||||
kycForm: UntypedFormGroup = this.formBuilder.group({
|
||||
hasPan: [true],
|
||||
@@ -645,8 +616,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
[
|
||||
Validators.required,
|
||||
Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/),
|
||||
Validators.maxLength(30),
|
||||
this.aadhaarLast4MatchValidator
|
||||
Validators.maxLength(30)
|
||||
]
|
||||
],
|
||||
kycDocIssueDate: [''],
|
||||
@@ -769,14 +739,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
this.kycForm.get('ecgcSalFlag')?.disable();
|
||||
this.kycForm.get('dormantFlag')?.disable();
|
||||
}
|
||||
|
||||
// aadhaarLast4MatchValidator (on kycDocumentNumber) reads this control's value directly rather
|
||||
// than through its own valueChanges, so a re-check has to be triggered explicitly whenever the
|
||||
// Aadhaar field itself changes - otherwise fixing aadhaarNumber after kycDocumentNumber was
|
||||
// already entered would leave a stale mismatch error in place.
|
||||
this.kycForm.get('aadhaarNumber')?.valueChanges.subscribe(() => {
|
||||
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||
});
|
||||
}
|
||||
|
||||
/** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs,
|
||||
@@ -1047,9 +1009,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
// Reset uploads + merged preview when document type changes
|
||||
this.kycDocFiles = { front: null, back: null };
|
||||
this.kycDocMergedPreview = null;
|
||||
// aadhaarLast4MatchValidator only applies while Aadhaar Card is selected - re-check so switching
|
||||
// to/away from it immediately picks up (or clears) the mismatch error.
|
||||
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||
}
|
||||
|
||||
isKycDocSelected(proof: ProofType): boolean {
|
||||
@@ -1230,9 +1189,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
// Sync chip-picker selection with the prefilled document name
|
||||
if (data.kycDocumentName) {
|
||||
this.selectedKycDoc = this.findKycDocProofByName(data.kycDocumentName);
|
||||
// patchValue above ran kycDocumentNumber's validators before selectedKycDoc was known,
|
||||
// so aadhaarLast4MatchValidator needs a fresh check now that it is.
|
||||
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||
}
|
||||
// Set verification statuses from existing data
|
||||
if (data.panVerified) {
|
||||
|
||||
@@ -61,7 +61,6 @@ import { KycTabComponent } from './clients-view/kyc-tab/kyc-tab.component';
|
||||
import { CkycTabComponent } from './clients-view/ckyc-tab/ckyc-tab.component';
|
||||
import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.component';
|
||||
import { Form121TabComponent } from './clients-view/form121-tab/form121-tab.component';
|
||||
import { tdsConfigResolver } from '../letter-mgmt/certificates/form-15gh/tds-config.service';
|
||||
import { EntityClassificationTabComponent } from './clients-view/entity-classification-tab/entity-classification-tab.component';
|
||||
import { AuthorizedSignatoriesTabComponent } from './clients-view/authorized-signatories-tab/authorized-signatories-tab.component';
|
||||
import { familyAllowedGuard, nomineeAllowedGuard } from './utils/family-nominee.guard';
|
||||
@@ -199,7 +198,6 @@ const routes: Routes = [
|
||||
{
|
||||
path: 'form121',
|
||||
component: Form121TabComponent,
|
||||
resolve: { tdsConfig: tdsConfigResolver },
|
||||
data: { title: 'Form 121 / TDS', breadcrumb: 'Form 121 / TDS', routeParamBreadcrumb: false }
|
||||
},
|
||||
{
|
||||
|
||||
@@ -202,14 +202,9 @@
|
||||
<div>
|
||||
<strong>Already available</strong>
|
||||
<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>
|
||||
@if (
|
||||
(existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) && isImage('ADDRESS_PROOF')
|
||||
) {
|
||||
@if (existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) {
|
||||
<div class="ckyc-existing__thumbs">
|
||||
@if (existing.ADDRESS_PROOF.previewUrl) {
|
||||
<img
|
||||
@@ -227,17 +222,6 @@
|
||||
}
|
||||
</div>
|
||||
}
|
||||
@if (existing.ADDRESS_PROOF.previewUrl) {
|
||||
<button
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="ckyc-existing__view"
|
||||
(click)="openDocument('ADDRESS_PROOF')"
|
||||
>
|
||||
<fa-icon icon="eye"></fa-icon>
|
||||
View document
|
||||
</button>
|
||||
}
|
||||
<div class="ckyc-existing__meta">
|
||||
<fa-icon icon="file-alt"></fa-icon>
|
||||
<span>{{ existing.ADDRESS_PROOF.name }}</span>
|
||||
@@ -315,12 +299,9 @@
|
||||
<div>
|
||||
<strong>Already available</strong>
|
||||
<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>
|
||||
@if ((existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) && isImage('PHOTO_PROOF')) {
|
||||
@if (existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) {
|
||||
<div class="ckyc-existing__thumbs">
|
||||
@if (existing.PHOTO_PROOF.previewUrl) {
|
||||
<img
|
||||
@@ -338,17 +319,6 @@
|
||||
}
|
||||
</div>
|
||||
}
|
||||
@if (existing.PHOTO_PROOF.previewUrl) {
|
||||
<button
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="ckyc-existing__view"
|
||||
(click)="openDocument('PHOTO_PROOF')"
|
||||
>
|
||||
<fa-icon icon="eye"></fa-icon>
|
||||
View document
|
||||
</button>
|
||||
}
|
||||
<div class="ckyc-existing__meta">
|
||||
<fa-icon icon="id-card"></fa-icon>
|
||||
<span>{{ existing.PHOTO_PROOF.name }}</span>
|
||||
@@ -423,24 +393,10 @@
|
||||
<div>
|
||||
<strong>Already available</strong>
|
||||
<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>
|
||||
@if (existing.CLIENT_IMAGE.previewUrl && isImage('CLIENT_IMAGE')) {
|
||||
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
|
||||
}
|
||||
@if (existing.CLIENT_IMAGE.previewUrl) {
|
||||
<button
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="ckyc-existing__view"
|
||||
(click)="openDocument('CLIENT_IMAGE')"
|
||||
>
|
||||
<fa-icon icon="eye"></fa-icon>
|
||||
View document
|
||||
</button>
|
||||
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
|
||||
}
|
||||
<button
|
||||
mat-stroked-button
|
||||
@@ -492,29 +448,15 @@
|
||||
<div>
|
||||
<strong>Already available</strong>
|
||||
<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>
|
||||
@if (existing.CLIENT_SIGNATURE.previewUrl && isImage('CLIENT_SIGNATURE')) {
|
||||
@if (existing.CLIENT_SIGNATURE.previewUrl) {
|
||||
<img
|
||||
[src]="existing.CLIENT_SIGNATURE.previewUrl"
|
||||
alt="Client signature"
|
||||
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">
|
||||
<fa-icon icon="file-signature"></fa-icon>
|
||||
<span>{{ existing.CLIENT_SIGNATURE.name }}</span>
|
||||
|
||||
@@ -623,35 +623,6 @@
|
||||
}
|
||||
}
|
||||
|
||||
/* 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 {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
|
||||
@@ -36,41 +36,11 @@ interface ExistingArtefact {
|
||||
* already writes/reads for address proof; now shared by the photo/identity proof too. */
|
||||
description?: string;
|
||||
fileCount?: number;
|
||||
/** 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';
|
||||
|
||||
/**
|
||||
* 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.
|
||||
* The dialog's `accept=` is only a file-picker hint and is trivially bypassed, so the real check
|
||||
* runs here, on the file the dialog hands back, before anything is sent.
|
||||
*/
|
||||
const MAX_UPLOAD_BYTES = 5 * 1024 * 1024;
|
||||
const IMAGE_EXTENSIONS = [
|
||||
'png',
|
||||
'jpeg',
|
||||
'jpg'
|
||||
];
|
||||
const DOCUMENT_EXTENSIONS = [
|
||||
...IMAGE_EXTENSIONS,
|
||||
'pdf'
|
||||
];
|
||||
|
||||
/** Cards that render an inline <img>, so a PDF would not display in them. */
|
||||
const IMAGE_ONLY_KINDS: CkycDocKind[] = [
|
||||
'CLIENT_IMAGE',
|
||||
'CLIENT_SIGNATURE'
|
||||
];
|
||||
|
||||
@Component({
|
||||
selector: 'mifosx-ckyc-tab',
|
||||
templateUrl: './ckyc-tab.component.html',
|
||||
@@ -180,11 +150,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
ngOnInit(): void {
|
||||
this.route.parent.params.subscribe((params: any) => {
|
||||
this.clientId = params['clientId'];
|
||||
// Angular reuses this component when only the clientId in the route changes, and
|
||||
// loadExistingArtefacts() only ever *assigns* what it finds - it has no "not found" branch.
|
||||
// Without clearing first, a client with no photo (or no signature, or no proof) keeps showing
|
||||
// the previous client's card.
|
||||
this.resetArtefactState();
|
||||
this.loadClientInfo();
|
||||
this.loadAccounts();
|
||||
this.loadCkycData();
|
||||
@@ -192,46 +157,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Returns every per-client card to its empty state, so nothing from the client just viewed can
|
||||
* survive into the next one. Covers all four cards plus the details staged for an upload - a file
|
||||
* or document number left over from another client must never be submitted against this one.
|
||||
*/
|
||||
private resetArtefactState(): void {
|
||||
this.revokePreviewUrls();
|
||||
this.existing = {
|
||||
ADDRESS_PROOF: { present: false },
|
||||
PHOTO_PROOF: { present: false },
|
||||
CLIENT_IMAGE: { present: false },
|
||||
CLIENT_SIGNATURE: { present: false }
|
||||
};
|
||||
this.selectedProofType = { ADDRESS_PROOF: null, PHOTO_PROOF: null };
|
||||
this.docFiles = {
|
||||
ADDRESS_PROOF: { front: null, back: null },
|
||||
PHOTO_PROOF: { front: null, back: null }
|
||||
};
|
||||
this.documentDetails = {
|
||||
ADDRESS_PROOF: { documentKey: '', issueDate: null, expiryDate: null },
|
||||
PHOTO_PROOF: { documentKey: '', issueDate: null, expiryDate: null }
|
||||
};
|
||||
this.clientImageFile = null;
|
||||
this.clientSignatureFile = null;
|
||||
this.uploadErrors = {
|
||||
ADDRESS_PROOF: null,
|
||||
PHOTO_PROOF: null,
|
||||
CLIENT_IMAGE: null,
|
||||
CLIENT_SIGNATURE: null
|
||||
};
|
||||
}
|
||||
|
||||
/** Frees the blob URLs held by the current cards before their references are dropped. */
|
||||
private revokePreviewUrls(): void {
|
||||
Object.values(this.existing).forEach((e) => {
|
||||
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
|
||||
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
|
||||
});
|
||||
}
|
||||
|
||||
private loadClientInfo(): void {
|
||||
this.route.parent.data.subscribe((data: any) => {
|
||||
const cv = data?.clientViewData;
|
||||
@@ -355,29 +280,19 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
present: true,
|
||||
source: 'Client registration',
|
||||
name: signatureDoc.fileName || 'Client signature',
|
||||
documentId: signatureDoc.id,
|
||||
mimeType: signatureDoc.type
|
||||
documentId: signatureDoc.id
|
||||
};
|
||||
// Same endpoint getClientSignatureImage() uses, but opted out of the global error alert:
|
||||
// a m_document row whose file is no longer in the content store returns 500, and the card
|
||||
// below reports that itself. Without `silent` the interceptor pops an "Internal Server
|
||||
// Error" modal on every page load, for a failure the user cannot act on.
|
||||
// Fetch blob for preview
|
||||
this.clientsService
|
||||
.downloadClientDocument(this.clientId, String(signatureDoc.id), true)
|
||||
.getClientSignatureImage(this.clientId, signatureDoc.id)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (blob: any) => {
|
||||
if (blob && blob.size > 0) {
|
||||
if (blob) {
|
||||
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
||||
} else {
|
||||
// A 200 with an empty body still means there is nothing to show. Without this the
|
||||
// card would claim "Already available" with no thumbnail and no explanation.
|
||||
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||
}
|
||||
},
|
||||
error: () => {
|
||||
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||
}
|
||||
error: () => undefined
|
||||
});
|
||||
}
|
||||
|
||||
@@ -449,7 +364,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
const list = Array.isArray(docs) ? docs : [];
|
||||
if (!list.length) return;
|
||||
this.existing[kind].fileCount = list.length;
|
||||
this.existing[kind].previewUnavailable = false;
|
||||
|
||||
const byNewest = (a: any, b: any) => b.id - a.id;
|
||||
const label = (d: any) => (d?.name || d?.fileName || '').toString();
|
||||
@@ -458,9 +372,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
[...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] ||
|
||||
[...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0];
|
||||
|
||||
// A proof can be scanned to PDF, which no <img> can render - remember what was stored so the
|
||||
// card offers "View document" instead of a broken thumbnail.
|
||||
if (front) this.existing[kind].mimeType = front.type;
|
||||
if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front');
|
||||
if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back');
|
||||
});
|
||||
@@ -477,19 +388,12 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (blob: any) => {
|
||||
if (!blob || blob.size === 0) {
|
||||
this.existing[kind].previewUnavailable = true;
|
||||
return;
|
||||
}
|
||||
if (!blob) return;
|
||||
const url = URL.createObjectURL(blob);
|
||||
if (slot === 'front') this.existing[kind].previewUrl = url;
|
||||
else this.existing[kind].previewUrlBack = url;
|
||||
},
|
||||
// The row exists but its file is gone from the content store. Saying so on the card beats
|
||||
// showing "Already available" next to a blank space.
|
||||
error: () => {
|
||||
this.existing[kind].previewUnavailable = true;
|
||||
}
|
||||
error: () => undefined
|
||||
});
|
||||
}
|
||||
|
||||
@@ -548,18 +452,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
|
||||
ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => {
|
||||
if (!result) return;
|
||||
|
||||
// The dialog's `accept=` filter is only a hint to the file picker and is trivially bypassed,
|
||||
// so the size/type guard runs here on what actually came back. Catching it now turns a raw
|
||||
// server rejection into a message on the card.
|
||||
const rejection =
|
||||
this.validationError(result.front, kind) ?? (result.back ? this.validationError(result.back, kind) : null);
|
||||
if (rejection) {
|
||||
this.uploadErrors[kind] = rejection;
|
||||
return;
|
||||
}
|
||||
this.uploadErrors[kind] = null;
|
||||
|
||||
if (isProofKind) {
|
||||
const proofKind = kind as ProofKind;
|
||||
this.selectedProofType[proofKind] = result.proofType || null;
|
||||
@@ -578,66 +470,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
});
|
||||
}
|
||||
|
||||
/** Extensions a given card can both store and render. */
|
||||
private allowedExtensions(kind: CkycDocKind): string[] {
|
||||
return IMAGE_ONLY_KINDS.includes(kind) ? 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 | null | undefined, kind: CkycDocKind): string | null {
|
||||
if (!file) {
|
||||
return null;
|
||||
}
|
||||
const allowed = this.allowedExtensions(kind);
|
||||
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 ${mb} MB. The maximum allowed size is 5 MB.`;
|
||||
}
|
||||
if (file.size === 0) {
|
||||
return 'The selected file is empty.';
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
/**
|
||||
* True when the stored file can be shown as an inline thumbnail. A PDF cannot, so its card falls
|
||||
* back to the "View document" button alone rather than rendering a broken image.
|
||||
*/
|
||||
isImage(kind: CkycDocKind): boolean {
|
||||
const entry = this.existing[kind];
|
||||
// The profile image arrives as a `data:image/...;base64,` URL, which declares its own type -
|
||||
// it has neither a stored MIME type nor a file extension for the checks below to read.
|
||||
if (entry?.previewUrl?.startsWith('data:')) {
|
||||
return entry.previewUrl.startsWith('data:image/');
|
||||
}
|
||||
if (entry?.mimeType) {
|
||||
return entry.mimeType.startsWith('image/');
|
||||
}
|
||||
// Older rows can have no stored MIME type - fall back to the file extension.
|
||||
const extension = (entry?.name?.split('.').pop() || '').toLowerCase();
|
||||
return IMAGE_EXTENSIONS.includes(extension);
|
||||
}
|
||||
|
||||
/**
|
||||
* Opens the uploaded document full size in a new tab. Uses the blob already fetched for the
|
||||
* thumbnail, so it works for PDFs too and costs no extra request.
|
||||
*/
|
||||
openDocument(kind: CkycDocKind): void {
|
||||
const url = this.existing[kind]?.previewUrl;
|
||||
if (url) {
|
||||
window.open(url, '_blank', 'noopener');
|
||||
}
|
||||
}
|
||||
|
||||
/** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and
|
||||
* client-india-address-step, for address proof) writes into the identifier's description. */
|
||||
private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } {
|
||||
@@ -701,10 +533,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
request$.pipe(takeUntil(this.destroy$)).subscribe({
|
||||
next: () => {
|
||||
this.uploading[documentType] = false;
|
||||
// The card is gated on `present`; without this a successful upload left it reading
|
||||
// "Not uploaded yet". uploadProofDocument() sets the same flag for the proof cards.
|
||||
this.existing[key].present = true;
|
||||
this.existing[key].source = this.existing[key].source || 'CKYC upload';
|
||||
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
|
||||
this.refreshPreview(documentType);
|
||||
},
|
||||
@@ -825,22 +653,13 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) {
|
||||
URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!);
|
||||
}
|
||||
// The upload that triggered this refresh is what repairs a previously missing file, so the
|
||||
// warning has to be cleared before the re-read - otherwise a fixed card keeps the old badge.
|
||||
this.existing[staleKey].previewUrl = undefined;
|
||||
this.existing[staleKey].previewUrlBack = undefined;
|
||||
this.existing[staleKey].previewUnavailable = false;
|
||||
switch (documentType) {
|
||||
case 'CLIENT_IMAGE':
|
||||
this.clientsService
|
||||
.getClientProfileImage(this.clientId)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe((photo: any) => {
|
||||
if (photo) {
|
||||
this.existing.CLIENT_IMAGE.previewUrl = photo;
|
||||
} else {
|
||||
this.existing.CLIENT_IMAGE.previewUnavailable = true;
|
||||
}
|
||||
if (photo) this.existing.CLIENT_IMAGE.previewUrl = photo;
|
||||
});
|
||||
break;
|
||||
case 'CLIENT_SIGNATURE':
|
||||
@@ -853,21 +672,11 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
?.sort((a: any, b: any) => b.id - a.id)?.[0];
|
||||
if (!doc) return;
|
||||
this.existing.CLIENT_SIGNATURE.documentId = doc.id;
|
||||
this.existing.CLIENT_SIGNATURE.mimeType = doc.type;
|
||||
this.clientsService
|
||||
.downloadClientDocument(this.clientId, String(doc.id), true)
|
||||
.getClientSignatureImage(this.clientId, doc.id)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (blob: any) => {
|
||||
if (blob && blob.size > 0) {
|
||||
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
||||
} else {
|
||||
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||
}
|
||||
},
|
||||
error: () => {
|
||||
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||
}
|
||||
.subscribe((blob: any) => {
|
||||
if (blob) this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
||||
});
|
||||
});
|
||||
break;
|
||||
@@ -881,6 +690,10 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
ngOnDestroy(): void {
|
||||
this.destroy$.next();
|
||||
this.destroy$.complete();
|
||||
this.revokePreviewUrls();
|
||||
// Release object URLs
|
||||
Object.values(this.existing).forEach((e) => {
|
||||
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
|
||||
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
@@ -55,10 +55,7 @@
|
||||
<div class="f121__note">
|
||||
<mat-icon>info_outline</mat-icon>
|
||||
<div>
|
||||
@if (configMissing) {
|
||||
TDS rates for FY {{ fy }} are not configured, so the tax cannot be computed. Set them up under Organization
|
||||
› TDS Configuration.
|
||||
} @else if (!dateOfBirth) {
|
||||
@if (!dateOfBirth) {
|
||||
Date of birth is not on record, so the senior-citizen threshold cannot be determined. Add it on the Personal
|
||||
Data tab.
|
||||
} @else {
|
||||
|
||||
@@ -153,8 +153,6 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
schedule: TdsSchedule | null = null;
|
||||
actualTds = 0;
|
||||
tdsSaved = 0;
|
||||
/** The selected year has no entry on Organization › TDS Configuration. */
|
||||
configMissing = false;
|
||||
|
||||
/** Raw account inputs, kept so the year selector can recompute cheaply. */
|
||||
private accountInputs: (TdsAccountInput & { meta: Form121AccountRow })[] = [];
|
||||
@@ -214,8 +212,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
this.panWellFormed = isWellFormedPan(this.pan);
|
||||
this.declarationOnRecord = !!kyc?.form15Applicable;
|
||||
this.declarationKind = kyc?.form15Type === '15H' ? '15H' : '15G';
|
||||
this.declarationForm =
|
||||
this.fy && FY_TAX_CONFIG[normaliseFy(this.fy)] ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
|
||||
this.declarationForm = this.fy ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
|
||||
this.declarationFy = kyc?.form15FY ?? '';
|
||||
this.acceptanceDateKnown = false;
|
||||
}
|
||||
@@ -336,7 +333,6 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
const year = normaliseFy(this.fy);
|
||||
this.configMissing = !FY_TAX_CONFIG[year];
|
||||
|
||||
// Per-account interest for the selected year, for the three lists.
|
||||
for (const a of this.accountInputs) {
|
||||
@@ -344,7 +340,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
this.actualTds = this.actualTdsByFy.get(year) ?? 0;
|
||||
|
||||
if (!this.dateOfBirth || this.configMissing) {
|
||||
if (!this.dateOfBirth) {
|
||||
return;
|
||||
}
|
||||
|
||||
@@ -415,7 +411,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
|
||||
/** The form the payee would file for the selected year. */
|
||||
get formLabel(): string {
|
||||
if (!this.fy || this.configMissing) {
|
||||
if (!this.fy) {
|
||||
return '—';
|
||||
}
|
||||
const form = declarationFormFor(this.fy, this.dateOfBirth);
|
||||
|
||||
@@ -1247,7 +1247,9 @@
|
||||
</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__empty">
|
||||
No scan is on file for this document. Upload one below.
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="kyc-doc-scans__sides">
|
||||
|
||||
@@ -182,10 +182,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
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'
|
||||
];
|
||||
readonly docScanSlots: ('front' | 'back')[] = ['front', 'back'];
|
||||
|
||||
docScanOf(slot: 'front' | 'back') {
|
||||
return this.docScans[slot];
|
||||
@@ -477,8 +474,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
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,
|
||||
declaredAnnualIncome: v.declaredAnnualIncome === '' || v.declaredAnnualIncome == null ? null : v.declaredAnnualIncome,
|
||||
declaredAnnualTurnover:
|
||||
v.declaredAnnualTurnover === '' || v.declaredAnnualTurnover == null ? null : v.declaredAnnualTurnover
|
||||
};
|
||||
@@ -523,7 +519,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
dateFormat: 'dd MMMM yyyy',
|
||||
...this.buildDocumentFields(),
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
if (!this.kycId) {
|
||||
@@ -770,7 +766,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||
...declarationFields,
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
this.clientsService
|
||||
@@ -931,7 +927,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||
...receiptFields,
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
this.clientsService
|
||||
@@ -1459,10 +1455,7 @@ I further confirm that:
|
||||
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
|
||||
]) {
|
||||
for (const old of [this.docScans.front, this.docScans.back]) {
|
||||
if (old?.previewUrl) {
|
||||
URL.revokeObjectURL(old.previewUrl);
|
||||
}
|
||||
@@ -1504,10 +1497,7 @@ I further confirm that:
|
||||
}
|
||||
|
||||
this.docScans = sides;
|
||||
for (const key of [
|
||||
'front',
|
||||
'back'
|
||||
] as const) {
|
||||
for (const key of ['front', 'back'] as const) {
|
||||
if (sides[key]) {
|
||||
this.loadScanPreview(sides[key]!);
|
||||
}
|
||||
@@ -1568,9 +1558,7 @@ I further confirm that:
|
||||
error: (err: any) => {
|
||||
this.docScanUploading = null;
|
||||
this.docScanError =
|
||||
err?.error?.defaultUserMessage ||
|
||||
err?.error?.developerMessage ||
|
||||
`Could not replace the ${label.toLowerCase()} side.`;
|
||||
err?.error?.defaultUserMessage || err?.error?.developerMessage || `Could not replace the ${label.toLowerCase()} side.`;
|
||||
}
|
||||
});
|
||||
}
|
||||
@@ -1753,10 +1741,7 @@ I further confirm that:
|
||||
this.destroy$.next();
|
||||
this.destroy$.complete();
|
||||
// Object URLs are held by the browser until revoked, so the scan blobs would outlive the tab.
|
||||
for (const side of [
|
||||
this.docScans.front,
|
||||
this.docScans.back
|
||||
]) {
|
||||
for (const side of [this.docScans.front, this.docScans.back]) {
|
||||
if (side?.previewUrl) {
|
||||
URL.revokeObjectURL(side.previewUrl);
|
||||
}
|
||||
|
||||
@@ -569,19 +569,8 @@ export class ClientsService {
|
||||
return this.http.get(`/clients/${clientId}/documents`);
|
||||
}
|
||||
|
||||
/**
|
||||
* 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) } : {})
|
||||
});
|
||||
downloadClientDocument(parentEntityId: string, documentId: string) {
|
||||
return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, { responseType: 'blob' });
|
||||
}
|
||||
|
||||
uploadClientDocument(clientId: string, documentData: any) {
|
||||
@@ -1003,28 +992,12 @@ export class ClientsService {
|
||||
return this.http.post(`/clients/${clientId}/entityclassification/${category}`, data);
|
||||
}
|
||||
|
||||
/**
|
||||
* 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/${clientId}/documents`, formData);
|
||||
getClientCkyc(clientId: string): Observable<any> {
|
||||
return this.http.get(`/clients/${clientId}/ckyc`);
|
||||
}
|
||||
|
||||
/**
|
||||
* 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);
|
||||
uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
|
||||
return this.http.post(`/clients/${clientId}/ckyc/documents`, formData);
|
||||
}
|
||||
|
||||
/**
|
||||
|
||||
+7
-1
@@ -109,7 +109,13 @@
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
<input #sideInput type="file" hidden accept="image/*,application/pdf" (change)="onFilePicked($event, slot)" />
|
||||
<input
|
||||
#sideInput
|
||||
type="file"
|
||||
hidden
|
||||
accept="image/*,application/pdf"
|
||||
(change)="onFilePicked($event, slot)"
|
||||
/>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@@ -25,24 +25,6 @@ import { environment } from '../../../environments/environment';
|
||||
export class CacheInterceptor implements HttpInterceptor {
|
||||
private forceUpdate = false;
|
||||
|
||||
/**
|
||||
* Endpoints that compute a live figure from the current ledger/configuration and must never be
|
||||
* served from cache. Caching them meant a report kept showing a stale response after its
|
||||
* underlying GL mapping changed — the request was answered from cachedData and the backend was
|
||||
* never hit again. Matched as a substring of the request URL.
|
||||
*/
|
||||
private static readonly NEVER_CACHE = [
|
||||
'/rbireservereturn',
|
||||
'/rbireserveconfig',
|
||||
'/tdsconfig',
|
||||
'/tds/deposit-interest',
|
||||
'/savingsinterestpostingreports'
|
||||
];
|
||||
|
||||
private isCacheable(url: string): boolean {
|
||||
return !CacheInterceptor.NEVER_CACHE.some((fragment) => url.includes(fragment));
|
||||
}
|
||||
|
||||
// eslint-disable-next-line @angular-eslint/prefer-inject
|
||||
constructor(private httpCacheService: HttpCacheService) {}
|
||||
|
||||
@@ -60,7 +42,7 @@ export class CacheInterceptor implements HttpInterceptor {
|
||||
}
|
||||
|
||||
intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> {
|
||||
if (request.method !== 'GET' || !this.isCacheable(request.urlWithParams)) {
|
||||
if (request.method !== 'GET') {
|
||||
return next.handle(request);
|
||||
}
|
||||
|
||||
|
||||
@@ -65,14 +65,6 @@
|
||||
<span class="cashier-nav__esc-hint" (click)="onEscapeKey()"> <kbd>ESC</kbd> Show Header </span>
|
||||
</nav>
|
||||
}
|
||||
<!-- FD Dashboard fullscreen — ESC hint bar -->
|
||||
@else if (currentUrl.includes('/fd-dashboard')) {
|
||||
<nav class="cashier-nav cashier-nav--election">
|
||||
<span class="cashier-nav__esc-hint" (click)="onEscapeKey()">
|
||||
<kbd>ESC</kbd> Exit Fullscreen (Show Header & Footer)
|
||||
</span>
|
||||
</nav>
|
||||
}
|
||||
<!-- Clerk Dashboard fullscreen nav — only visible at /clerk/* -->
|
||||
@else if (currentUrl.includes('/clerk/')) {
|
||||
<nav class="cashier-nav cashier-nav--clerk">
|
||||
@@ -663,12 +655,6 @@
|
||||
<button mat-menu-item routerLink="/reports/savings-interest" tabindex="0">
|
||||
<i class="fa fa-percentage menu-item-icon"></i> Savings Interest Posted
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/interest-posting" tabindex="0">
|
||||
<i class="fa fa-clipboard-check menu-item-icon"></i> Interest Posting Reports
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/interest-posting-summary" tabindex="0">
|
||||
<i class="fa fa-table menu-item-icon"></i> Interest Posting Summary (Branch-wise)
|
||||
</button>
|
||||
<!--
|
||||
The Principal Officer clears flagged UNSC screenings here. It is not a runnable report,
|
||||
so it never shows up under the report categories above and had no nav entry at all.
|
||||
@@ -897,7 +883,11 @@
|
||||
(click)="subLedgerOpen = false"
|
||||
><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
|
||||
>
|
||||
<a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('Locker Entry')" (click)="subLedgerOpen = false"
|
||||
<a
|
||||
class="gl-link"
|
||||
[class.hidden]="!matchesSubLedgerSearch('Locker Entry')"
|
||||
routerLink="/locker"
|
||||
(click)="subLedgerOpen = false"
|
||||
><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
|
||||
>
|
||||
<a
|
||||
@@ -1189,14 +1179,29 @@
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
|
||||
<fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds']" (click)="depositsMenu.closed.emit()">
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Party Master
|
||||
</button>
|
||||
<button
|
||||
mat-menu-item
|
||||
tabindex="0"
|
||||
[routerLink]="['/accounts/dds-accounts']"
|
||||
(click)="depositsMenu.closed.emit()"
|
||||
>
|
||||
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> DDS Accounts
|
||||
</button>
|
||||
</div>
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Agent</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button
|
||||
mat-menu-item
|
||||
tabindex="0"
|
||||
[routerLink]="['/accounts/dds-collection']"
|
||||
(click)="depositsMenu.closed.emit()"
|
||||
>
|
||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
@@ -1211,14 +1216,22 @@
|
||||
</div>
|
||||
<div class="deposit-menu-group">
|
||||
<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']">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="clock" class="menu-item-icon"></fa-icon> Account Expiry
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/fd-dashboard']">
|
||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> FD Dashboard
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> FD Maturity Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> FD Interest Report
|
||||
@@ -1408,7 +1421,9 @@
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker</button>
|
||||
<button mat-menu-item routerLink="/locker" tabindex="0">
|
||||
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/investment/bonds" tabindex="0">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
|
||||
</button>
|
||||
@@ -2077,35 +2092,6 @@
|
||||
<fa-icon icon="users" class="gl-icon" style="color: #4f46e5"></fa-icon> Members & Share Capital
|
||||
</a>
|
||||
</div>
|
||||
<!-- Reserve Returns — CRR and SLR, computed live from the ledger. Grouped apart from the
|
||||
OSS returns because they are filed on their own cycles: Form 1 twice a month, Form 9
|
||||
at month end. -->
|
||||
<div class="gl-group">
|
||||
<div class="gl-group-title">Reserve Returns</div>
|
||||
<!-- The statutory form is a tab on Form 1 rather than an entry of its own: two menu
|
||||
items for one return had a filer guessing which one they were looking at. -->
|
||||
<a
|
||||
class="gl-link"
|
||||
[class.hidden]="!matchesRbiSearch('Form 1 CRR Cash Reserve Ratio')"
|
||||
routerLink="/rbi/form1"
|
||||
(click)="rbiMenuOpen = false"
|
||||
>
|
||||
<fa-icon icon="percentage" class="gl-icon" style="color: #b45309"></fa-icon> Form 1 — CRR (fortnightly)
|
||||
</a>
|
||||
<!-- Form 9 (SLR) has no entry of its own. Section 24 is settled on the statutory Form 1,
|
||||
at Part C, on the same liabilities Part B charges the cash reserve on — so the SLR
|
||||
position is read there rather than on a second screen that computed it from a
|
||||
differently drawn base and disagreed. -->
|
||||
<a
|
||||
class="gl-link"
|
||||
[class.hidden]="!matchesRbiSearch('Form IX R408 Return on Assets and Liabilities balance sheet')"
|
||||
routerLink="/rbi/form9-return"
|
||||
(click)="rbiMenuOpen = false"
|
||||
>
|
||||
<fa-icon icon="percentage" class="gl-icon" style="color: #b45309"></fa-icon> Form IX — Assets &
|
||||
Liabilities (R408)
|
||||
</a>
|
||||
</div>
|
||||
<!-- CIMS / XBRL Returns -->
|
||||
<div class="gl-group">
|
||||
<div class="gl-group-title">CIMS / XBRL Returns</div>
|
||||
|
||||
@@ -167,9 +167,7 @@ export class ShellComponent implements OnInit, OnDestroy {
|
||||
url.includes('/clerk/withdrawal-request') ||
|
||||
url.includes('/clerk/my-disbursement-requests');
|
||||
const isElectionRoute = url.includes('/election');
|
||||
const isFdDashboardRoute = url.includes('/fd-dashboard');
|
||||
this.hideShellLayout =
|
||||
isCashierOnly || isClerkRoute || isElectionRoute || isFdDashboardRoute || this.isWithdrawalReviewUrl;
|
||||
this.hideShellLayout = isCashierOnly || isClerkRoute || isElectionRoute || this.isWithdrawalReviewUrl;
|
||||
this.cdr.detectChanges();
|
||||
};
|
||||
this.routeSub = this.router.events.pipe(filter((e) => e instanceof NavigationEnd)).subscribe(() => checkLayout());
|
||||
@@ -182,7 +180,10 @@ export class ShellComponent implements OnInit, OnDestroy {
|
||||
});
|
||||
}
|
||||
|
||||
/** Toggles the current collapsed state of sidenav according to the emitted event. */
|
||||
/**
|
||||
* Toggles the current collapsed state of sidenav according to the emitted event.
|
||||
* @param {boolean} event denotes state of sidenav
|
||||
*/
|
||||
toggleCollapse($event: boolean) {
|
||||
this.sidenavCollapsed = $event;
|
||||
this.cdr.detectChanges();
|
||||
@@ -203,15 +204,12 @@ export class ShellComponent implements OnInit, OnDestroy {
|
||||
return /\/checker-inbox-and-tasks\/(share-)?withdrawal-requests\/\d+\/review/.test(this.router.url);
|
||||
}
|
||||
|
||||
/** ESC key — exit fullscreen at Clerk Dashboard / Election / FD Dashboard / review screen, restoring full shell header. */
|
||||
/** ESC key — exit fullscreen at Clerk Dashboard / Election / review screen, restoring full shell header. */
|
||||
@HostListener('document:keydown.escape')
|
||||
onEscapeKey(): void {
|
||||
if (
|
||||
this.hideShellLayout &&
|
||||
(this.router.url.includes('/clerk/') ||
|
||||
this.router.url.includes('/election') ||
|
||||
this.router.url.includes('/fd-dashboard') ||
|
||||
this.isWithdrawalReviewUrl)
|
||||
(this.router.url.includes('/clerk/') || this.router.url.includes('/election') || this.isWithdrawalReviewUrl)
|
||||
) {
|
||||
this.hideShellLayout = false;
|
||||
this.cdr.detectChanges();
|
||||
|
||||
@@ -8,10 +8,7 @@
|
||||
|
||||
<div class="cur-view">
|
||||
<!-- ─── Dormancy risk alert (only when subStatus has left Active) ──── -->
|
||||
<!-- Shown only when the account's product has Dormancy Alert = Yes -->
|
||||
@if (currentAccountData?.dormancyAlert) {
|
||||
<mifosx-dormancy-alert-panel [accountData]="currentAccountData"></mifosx-dormancy-alert-panel>
|
||||
}
|
||||
<mifosx-dormancy-alert-panel [accountData]="currentAccountData"></mifosx-dormancy-alert-panel>
|
||||
|
||||
<!-- ─── Gradient hero header ─────────────────────────────────────── -->
|
||||
<header class="cur-hero">
|
||||
|
||||
+153
-71
@@ -59,7 +59,16 @@
|
||||
<span class="nx-mono">[{{ currentAccountData.currency.code }}]</span>
|
||||
</span>
|
||||
</div>
|
||||
<!-- A current account earns no interest, so no interest rate is shown here; OD interest is under Overdraft. -->
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Nominal Interest Rate' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
@if (currentAccountData.nominalAnnualInterestRate) {
|
||||
{{ currentAccountData.nominalAnnualInterestRate | formatNumber }} %
|
||||
} @else {
|
||||
0 %
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Field Officer' | translate }}</span>
|
||||
@@ -93,17 +102,17 @@
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.summary.totalWithdrawals) {
|
||||
@if (currentAccountData.summary.totalInterestEarned >= 0) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount nx-row__value--negative">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Total Interest Earned' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{
|
||||
currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
currentAccountData.summary.totalInterestEarned | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (!currentAccountData.summary.totalDeposits && !currentAccountData.summary.totalWithdrawals) {
|
||||
@if (!currentAccountData.summary.totalDeposits && !(currentAccountData.summary.totalInterestEarned >= 0)) {
|
||||
<div class="nx-empty">
|
||||
<fa-icon icon="inbox" class="nx-empty__ico"></fa-icon>
|
||||
<span>No activity yet.</span>
|
||||
@@ -123,7 +132,16 @@
|
||||
<h3 class="nx-card__title">{{ 'labels.heading.Account Summary' | translate }}</h3>
|
||||
</header>
|
||||
<div class="nx-card__body">
|
||||
<!-- A current account earns no interest: no interest earned/posted rows. OD interest has its own card. -->
|
||||
@if (currentAccountData.summary.totalWithdrawals) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount nx-row__value--negative">
|
||||
{{
|
||||
currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.summary.totalWithdrawalFees) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Withdrawals Fees' | translate }}</span>
|
||||
@@ -142,6 +160,89 @@
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.summary.totalInterestEarned >= 0) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Earned' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{
|
||||
currentAccountData.summary.totalInterestEarned | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.summary.totalInterestPosted) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Posted' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{
|
||||
currentAccountData.summary.totalInterestPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.summary.interestNotPosted >= 0) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Earned Not Posted' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{
|
||||
currentAccountData.summary.interestNotPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.summary.totalOverdraftInterestDerived) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Interest On Overdraft' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{
|
||||
currentAccountData.summary.totalOverdraftInterestDerived
|
||||
| currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.summary.interestNotPosted < 0) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Overdraft Interest Not Posted' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{
|
||||
currentAccountData.summary.interestNotPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.nominalAnnualInterestRate) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Nominal Interest Rate' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{ currentAccountData.nominalAnnualInterestRate | formatNumber }} %
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Compounding Period' | translate }}</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.interestCompoundingPeriodType.value | translateKey: 'catalogs' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Posting Period' | translate }}</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.interestPostingPeriodType.value | translateKey: 'catalogs' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Calculated Using' | translate }}</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.interestCalculationType.value | translateKey: 'catalogs' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.interestCalculationDaysInYearType.value | translateKey: 'catalogs' }}
|
||||
</span>
|
||||
</div>
|
||||
@if (currentAccountData.withdrawalFee) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Withdrawal Fee' | translate }}</span>
|
||||
@@ -188,6 +289,37 @@
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.allowOverdraft) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Overdraft Limit' | translate }}</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.allowOverdraft) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">
|
||||
{{ 'labels.inputs.Minimum Overdraft Required for Interest Calculation' | translate }}
|
||||
</span>
|
||||
<span class="nx-row__value">
|
||||
{{
|
||||
currentAccountData.minOverdraftForInterestCalculation
|
||||
| currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.minBalanceForInterestCalculation) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">
|
||||
{{ 'labels.inputs.Min Balance Required for Interest Calculation' | translate }}
|
||||
</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.minBalanceForInterestCalculation | formatNumber }}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.minRequiredBalance) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Minimum Required Balance' | translate }}</span>
|
||||
@@ -200,6 +332,14 @@
|
||||
<span class="nx-row__value">{{ currentAccountData.enforceMinRequiredBalance | yesNo }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.summary.lastInterestCalculationDate) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Interest Recalculation Date' | translate }}</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.summary.lastInterestCalculationDate | dateFormat }}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.onHoldFunds) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.On Hold Funds' | translate }}</span>
|
||||
@@ -210,72 +350,14 @@
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.withHoldTax) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Withhold Tax Group' | translate }}</span>
|
||||
<span class="nx-row__value">{{ currentAccountData.taxGroup.name }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Overdraft: the only interest on a current account is what the customer pays on an OD. -->
|
||||
@if (currentAccountData.allowOverdraft) {
|
||||
<section class="nx-card">
|
||||
<header class="nx-card__head">
|
||||
<fa-icon icon="hand-holding-usd" class="nx-card__ico"></fa-icon>
|
||||
<h3 class="nx-card__title">Overdraft (OD)</h3>
|
||||
</header>
|
||||
<div class="nx-card__body">
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">Maximum OD Limit (per product)</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
|
||||
</span>
|
||||
</div>
|
||||
@if (currentAccountData.nominalAnnualInterestRateOverdraft) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">OD Interest Rate</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.nominalAnnualInterestRateOverdraft | formatNumber }} % p.a.
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (currentAccountData.minOverdraftForInterestCalculation) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">Minimum OD for Interest</span>
|
||||
<span class="nx-row__value">
|
||||
{{
|
||||
currentAccountData.minOverdraftForInterestCalculation
|
||||
| currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">OD Interest Posting</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.interestPostingPeriodType?.value | translateKey: 'catalogs' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
|
||||
<span class="nx-row__value">
|
||||
{{ currentAccountData.interestCalculationDaysInYearType?.value | translateKey: 'catalogs' }}
|
||||
</span>
|
||||
</div>
|
||||
@if (currentAccountData.validForPeriod) {
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">Sanction Validity</span>
|
||||
<span class="nx-row__value">{{ currentAccountData.validForPeriod }}</span>
|
||||
</div>
|
||||
}
|
||||
<div class="nx-row">
|
||||
<span class="nx-row__label">OD Interest Charged</span>
|
||||
<span class="nx-row__value nx-row__value--amount">
|
||||
{{
|
||||
currentAccountData.summary.totalOverdraftInterestDerived || 0
|
||||
| currency: currency.code : 'symbol-narrow' : '1.2-2'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
}
|
||||
} @else {
|
||||
<section class="nx-card">
|
||||
<header class="nx-card__head">
|
||||
|
||||
+2
-21
@@ -54,8 +54,8 @@
|
||||
<mat-icon>account_balance</mat-icon>
|
||||
</div>
|
||||
<div class="bank-name-block">
|
||||
<div class="bank-title">{{ bankName }}</div>
|
||||
<div class="bank-subtitle">{{ bankSubtitle }}</div>
|
||||
<div class="bank-title">LincPay Co-operative Bank Ltd.</div>
|
||||
<div class="bank-subtitle">Current Account Statement</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="statement-label">
|
||||
@@ -64,25 +64,6 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Branch line — IFSC/MICR are how a UCB customer identifies which branch issued this, and are
|
||||
needed for NEFT/RTGS/cheque printing, so a real passbook always carries them. -->
|
||||
@if (branchName || ifscCode || micrCode) {
|
||||
<div class="branch-line">
|
||||
@if (branchName) {
|
||||
<span>{{ branchName }} Branch</span>
|
||||
}
|
||||
@if (branchAddress) {
|
||||
<span>{{ branchAddress }}</span>
|
||||
}
|
||||
@if (ifscCode) {
|
||||
<span>IFSC: {{ ifscCode }}</span>
|
||||
}
|
||||
@if (micrCode) {
|
||||
<span>MICR: {{ micrCode }}</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Account Details -->
|
||||
<div class="account-details-band">
|
||||
<div class="account-details-grid">
|
||||
|
||||
-12
@@ -127,18 +127,6 @@ $header-text: #fff;
|
||||
}
|
||||
}
|
||||
|
||||
// ─── Branch Identification Line ──────────────────────────────────────────────
|
||||
.branch-line {
|
||||
background: #e8edf5;
|
||||
border-bottom: 1px solid $border-color;
|
||||
padding: 6px 24px;
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 18px;
|
||||
font-size: 11px;
|
||||
color: #4a5a7a;
|
||||
}
|
||||
|
||||
// ─── Account Details Band ────────────────────────────────────────────────────
|
||||
.account-details-band {
|
||||
background: #f0f3f9;
|
||||
|
||||
+1
-53
@@ -11,12 +11,11 @@ import { Component, OnInit, OnDestroy, inject, ElementRef, ViewChild } from '@an
|
||||
import { ActivatedRoute } from '@angular/router';
|
||||
import { UntypedFormBuilder } from '@angular/forms';
|
||||
import { CurrencyPipe } from '@angular/common';
|
||||
import { Subject, takeUntil, catchError, forkJoin, of } from 'rxjs';
|
||||
import { Subject, takeUntil } from 'rxjs';
|
||||
|
||||
/** Custom Services */
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { OrganizationService } from '../../../organization/organization.service';
|
||||
import { Currency } from 'app/shared/models/general.model';
|
||||
import {
|
||||
CurrentAccountTransaction,
|
||||
@@ -45,7 +44,6 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
private organizationService = inject(OrganizationService);
|
||||
|
||||
private destroy$ = new Subject<void>();
|
||||
|
||||
@@ -62,17 +60,6 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
|
||||
availableBalance: number = 0;
|
||||
activatedOnDate: any = null;
|
||||
|
||||
/** Bank/branch letterhead — real values from Institution Profile + Branch Profile (Organization
|
||||
* module) rather than a hardcoded name, so a printed passbook actually identifies which bank and
|
||||
* branch issued it, the way a real UCB's core banking system does. Falls back to a generic label
|
||||
* if the profile was never filled in, rather than showing a fabricated bank name. */
|
||||
bankName = 'Bank';
|
||||
bankSubtitle = 'Current Account Statement';
|
||||
branchName = '';
|
||||
branchAddress = '';
|
||||
ifscCode = '';
|
||||
micrCode = '';
|
||||
|
||||
/** Transactions */
|
||||
allTransactions: CurrentAccountTransaction[] = [];
|
||||
filteredTransactions: CurrentAccountTransaction[] = [];
|
||||
@@ -105,33 +92,6 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
|
||||
fromDate: [''],
|
||||
toDate: ['']
|
||||
});
|
||||
|
||||
this.loadLetterhead();
|
||||
}
|
||||
|
||||
/** Institution Profile is the bank's own single record; Branch Profile is per-office. There is no
|
||||
* office id on the current account data reaching this tab, and this deployment runs a single
|
||||
* branch, so the first branch profile on record is the correct one here — a genuinely
|
||||
* multi-branch deployment would need the account's own office id threaded through instead. */
|
||||
private loadLetterhead(): void {
|
||||
forkJoin({
|
||||
institution: this.organizationService.getInstitutionProfile().pipe(catchError(() => of(null))),
|
||||
branches: this.organizationService.getBranchProfiles().pipe(catchError(() => of([])))
|
||||
}).subscribe(({ institution, branches }: any) => {
|
||||
if (institution) {
|
||||
this.bankName = institution.passbookHeaderName || institution.bankName || institution.legalName || 'Bank';
|
||||
this.bankSubtitle = institution.licenseNumber
|
||||
? `Lic. No. ${institution.licenseNumber}`
|
||||
: 'Current Account Statement';
|
||||
}
|
||||
const branch = Array.isArray(branches) ? branches[0] : null;
|
||||
if (branch) {
|
||||
this.branchName = branch.officeName || '';
|
||||
this.branchAddress = branch.address || '';
|
||||
this.ifscCode = branch.ifscCode || '';
|
||||
this.micrCode = branch.micrCode || '';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private computeRunningBalances(transactions: CurrentAccountTransaction[]): CurrentAccountTransaction[] {
|
||||
@@ -319,18 +279,6 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
|
||||
margin-top: 3px;
|
||||
}
|
||||
|
||||
/* Branch identification line */
|
||||
.branch-line {
|
||||
background: #e8edf5;
|
||||
border-bottom: 1px solid #d0d7e3;
|
||||
padding: 5px 20px;
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 16px;
|
||||
font-size: 9.5px;
|
||||
color: #4a5a7a;
|
||||
}
|
||||
|
||||
/* Account details band */
|
||||
.account-details-band {
|
||||
background: #f0f3f9;
|
||||
|
||||
+381
@@ -0,0 +1,381 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="dialog-wrapper">
|
||||
<div class="dialog-header">
|
||||
<div class="header-icon">
|
||||
<mat-icon>account_balance_wallet</mat-icon>
|
||||
</div>
|
||||
<div class="header-text">
|
||||
<h2>Apply DDS Receipt</h2>
|
||||
<p>
|
||||
Agent <strong class="mono">{{ data.agentCode }}</strong> · {{ data.agentName }}
|
||||
@if (data.glCode) {
|
||||
· GL <strong class="mono">{{ data.glCode }}</strong>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
<button type="button" mat-icon-button class="header-close" [mat-dialog-close]="false" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<mat-dialog-content class="dialog-body">
|
||||
@if (loading) {
|
||||
<div class="state-block">
|
||||
<mat-spinner diameter="30"></mat-spinner>
|
||||
<span>Loading entries and receipts…</span>
|
||||
</div>
|
||||
} @else {
|
||||
<!-- What the picked vouchers have to cover, and whether they do. -->
|
||||
<div class="sc-card">
|
||||
<div class="sc-row" [class.sc-ok]="canApply" [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0">
|
||||
<div class="sc-left">
|
||||
<span class="sc-label">Collections up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</span>
|
||||
<span class="sc-sub"
|
||||
>{{ pickedEntryCount }} {{ pickedEntryCount === 1 ? 'entry' : 'entries' }} to settle</span
|
||||
>
|
||||
</div>
|
||||
<div class="sc-right">
|
||||
<span class="sc-val">{{ required | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="sc-row sc-sep"
|
||||
[class.sc-ok]="canApply"
|
||||
[class.sc-bad]="pickedReceipts.size > 0 && difference !== 0"
|
||||
>
|
||||
<div class="sc-left">
|
||||
<span class="sc-label">Vouchers picked</span>
|
||||
<span class="sc-sub"
|
||||
>{{ pickedReceipts.size }} {{ pickedReceipts.size === 1 ? 'voucher' : 'vouchers' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="sc-right">
|
||||
<span
|
||||
class="sc-val"
|
||||
[class.sc-val-ok]="canApply"
|
||||
[class.sc-val-bad]="pickedReceipts.size > 0 && difference !== 0"
|
||||
>
|
||||
{{ received | number: '1.2-2' }}
|
||||
</span>
|
||||
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference < 0) {
|
||||
<span class="sc-tag sc-tag-bad">Short {{ -difference | number: '1.2-2' }}</span>
|
||||
} @else if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference > 0) {
|
||||
<span class="sc-tag sc-tag-bad">Over {{ difference | number: '1.2-2' }}</span>
|
||||
} @else if (canApply) {
|
||||
<span class="sc-tag sc-tag-ok">✓ Matches</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="sc-total-row" [class.sc-total-ok]="canApply">
|
||||
<span class="sc-total-lbl">Total to Apply</span>
|
||||
<div class="sc-total-nums">
|
||||
<span class="sc-total-req mono">{{ required | number: '1.2-2' }}</span>
|
||||
<span class="sc-arrow">→</span>
|
||||
<span class="sc-total-got mono" [class.sc-total-got-ok]="canApply">{{ received | number: '1.2-2' }}</span>
|
||||
<span class="sc-status-pill" [class.sc-pill-ok]="canApply" [class.sc-pill-pending]="!canApply">
|
||||
{{ canApply ? '✓ Ready' : 'Pending' }}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── 1: the days the agent wrote down ──────────────────────────────────── -->
|
||||
<section class="slot">
|
||||
<header class="slot-head">
|
||||
<span class="slot-step">1</span>
|
||||
<div class="slot-title">
|
||||
<h3>Outstanding up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</h3>
|
||||
<p>Everything the agent wrote down and has not handed in, day by day. Open a day to see its lines.</p>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
@if (days.length) {
|
||||
<ul class="options">
|
||||
@for (day of days; track day.date) {
|
||||
<li class="option" (click)="toggleOpen(day, $event)">
|
||||
<div class="option-main">
|
||||
<span class="option-voucher mono">{{ day.date | date: 'dd/MM/yyyy' }}</span>
|
||||
<span class="option-meta"
|
||||
>{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}</span
|
||||
>
|
||||
</div>
|
||||
<span class="option-amount mono">{{ day.total | number: '1.2-2' }}</span>
|
||||
<button
|
||||
type="button"
|
||||
class="option-info"
|
||||
(click)="toggleOpen(day, $event)"
|
||||
aria-label="Show the day's lines"
|
||||
>
|
||||
<mat-icon>{{ openDay === day.date ? 'expand_less' : 'expand_more' }}</mat-icon>
|
||||
</button>
|
||||
</li>
|
||||
@if (openDay === day.date) {
|
||||
<li class="day-lines">
|
||||
@if (day.entries.length > 8) {
|
||||
<input
|
||||
class="day-search"
|
||||
type="text"
|
||||
[(ngModel)]="daySearch"
|
||||
placeholder="Search party code or name"
|
||||
autocomplete="off"
|
||||
/>
|
||||
}
|
||||
<div class="day-scroll">
|
||||
<table class="entries">
|
||||
<tbody>
|
||||
@for (entry of visibleEntries(day); track entry.id) {
|
||||
<tr>
|
||||
<td class="entry-code">{{ entry.partyCode }}</td>
|
||||
<td class="entry-name">{{ entry.partyName }}</td>
|
||||
<td>
|
||||
{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</td>
|
||||
<td class="num mono">{{ entry.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="4" class="entry-name">No line matches.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</li>
|
||||
}
|
||||
}
|
||||
</ul>
|
||||
} @else {
|
||||
<p class="slot-empty">
|
||||
{{ data.agentName }} has nothing outstanding for {{ data.entryDate | date: 'dd/MM/yyyy' }}. Change the date
|
||||
on the screen to the day the entries were written.
|
||||
</p>
|
||||
}
|
||||
</section>
|
||||
|
||||
<!-- ── 2: the cashier's receipts ─────────────────────────────────────────── -->
|
||||
<section class="slot">
|
||||
<header class="slot-head">
|
||||
<span class="slot-step">2</span>
|
||||
<div class="slot-title">
|
||||
<h3>DDS Cash Receipts</h3>
|
||||
<p>Tick the vouchers. Posts Dr Agent GL / Cr DDS Customer Deposits.</p>
|
||||
</div>
|
||||
<button type="button" class="slot-search" (click)="openSearch()">
|
||||
<mat-icon>search</mat-icon>
|
||||
<span>Find by voucher</span>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
@if (available.length) {
|
||||
<ul class="options">
|
||||
@for (option of available; track option.id) {
|
||||
<li class="option" [class.option-picked]="pickedReceipts.has(option.id)" (click)="toggleReceipt(option)">
|
||||
<mat-icon class="option-check">{{
|
||||
pickedReceipts.has(option.id) ? 'check_box' : 'check_box_outline_blank'
|
||||
}}</mat-icon>
|
||||
<div class="option-main">
|
||||
<span class="option-voucher mono">{{ option.voucherNo }}</span>
|
||||
<span class="option-meta">{{ option.txnDate }} · {{ glLabel(option) }}</span>
|
||||
@if (option.description) {
|
||||
<span class="option-desc">{{ option.description }}</span>
|
||||
}
|
||||
</div>
|
||||
<span class="option-amount mono">{{ option.amount | number: '1.2-2' }}</span>
|
||||
<button type="button" class="option-info" (click)="openDetail(option, $event)" aria-label="GL entries">
|
||||
<mat-icon>receipt_long</mat-icon>
|
||||
</button>
|
||||
</li>
|
||||
}
|
||||
</ul>
|
||||
} @else {
|
||||
<p class="slot-empty">
|
||||
No DDS receipt is waiting on this agent's GL account. Collect the cash at
|
||||
<em>Cashier › Transaction Entry</em> with entry type <strong>DDS</strong> and have the manager approve it,
|
||||
or find an earlier voucher by number.
|
||||
</p>
|
||||
}
|
||||
|
||||
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference !== 0) {
|
||||
<p class="slot-note note-bad">
|
||||
The vouchers ({{ received | number: '1.2-2' }}) have to match the day's entries ({{
|
||||
required | number: '1.2-2'
|
||||
}}) exactly, so every customer is credited what the agent wrote down.
|
||||
</p>
|
||||
}
|
||||
</section>
|
||||
|
||||
@if (errorMsg && !searchOpen) {
|
||||
<div class="alert">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ errorMsg }}</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions class="dialog-actions">
|
||||
<button type="button" mat-stroked-button [mat-dialog-close]="false" [disabled]="submitting">Cancel</button>
|
||||
<button type="button" mat-flat-button color="primary" [disabled]="!canApply" (click)="apply()">
|
||||
@if (submitting) {
|
||||
<mat-spinner diameter="16"></mat-spinner>
|
||||
<span>Applying…</span>
|
||||
} @else {
|
||||
<mat-icon>check</mat-icon>
|
||||
<span>Apply Receipt</span>
|
||||
}
|
||||
</button>
|
||||
</mat-dialog-actions>
|
||||
</div>
|
||||
|
||||
<!-- ── Find a voucher the list does not carry ───────────────────────────────── -->
|
||||
@if (searchOpen) {
|
||||
<div class="overlay" (click)="closeSearch()">
|
||||
<div class="popup" (click)="$event.stopPropagation()">
|
||||
<header class="popup-head">
|
||||
<h3>Find a DDS receipt</h3>
|
||||
<button type="button" mat-icon-button (click)="closeSearch()" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="popup-body">
|
||||
<label class="field">
|
||||
<span>GL Account</span>
|
||||
<div class="field-readonly mono">{{ data.glCode || '—' }} · {{ data.agentCode }}</div>
|
||||
</label>
|
||||
|
||||
<label class="field">
|
||||
<span>Voucher No.</span>
|
||||
<input
|
||||
type="text"
|
||||
[(ngModel)]="searchVoucherNo"
|
||||
placeholder="CR/24092026/0001"
|
||||
(keyup.enter)="runSearch()"
|
||||
autocomplete="off"
|
||||
/>
|
||||
</label>
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="alert">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ errorMsg }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<footer class="popup-foot">
|
||||
<button type="button" mat-stroked-button (click)="closeSearch()">Cancel</button>
|
||||
<button
|
||||
type="button"
|
||||
mat-flat-button
|
||||
color="primary"
|
||||
[disabled]="!searchVoucherNo.trim() || searching"
|
||||
(click)="runSearch()"
|
||||
>
|
||||
@if (searching) {
|
||||
<mat-spinner diameter="16"></mat-spinner>
|
||||
} @else {
|
||||
<span>Find & Use</span>
|
||||
}
|
||||
</button>
|
||||
</footer>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── A receipt's own GL entries ───────────────────────────────────────────── -->
|
||||
@if (viewing) {
|
||||
<div class="overlay" (click)="closeDetail()">
|
||||
<div class="popup" (click)="$event.stopPropagation()">
|
||||
<header class="popup-head">
|
||||
<h3>
|
||||
Voucher <span class="mono">{{ viewing.voucherNo }}</span>
|
||||
</h3>
|
||||
<button type="button" mat-icon-button (click)="closeDetail()" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="popup-body">
|
||||
<dl class="detail-list">
|
||||
<div>
|
||||
<dt>Date</dt>
|
||||
<dd class="mono">{{ viewing.txnDate }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Amount</dt>
|
||||
<dd class="mono">{{ viewing.amount | number: '1.2-2' }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>GL Account</dt>
|
||||
<dd>{{ glLabel(viewing) }}</dd>
|
||||
</div>
|
||||
@if (viewing.cashierName) {
|
||||
<div>
|
||||
<dt>Collected By</dt>
|
||||
<dd>{{ viewing.cashierName }}</dd>
|
||||
</div>
|
||||
}
|
||||
@if (viewing.managerName) {
|
||||
<div>
|
||||
<dt>Approved By</dt>
|
||||
<dd>{{ viewing.managerName }}</dd>
|
||||
</div>
|
||||
}
|
||||
@if (viewing.description) {
|
||||
<div>
|
||||
<dt>Description</dt>
|
||||
<dd>{{ viewing.description }}</dd>
|
||||
</div>
|
||||
}
|
||||
</dl>
|
||||
|
||||
<h4 class="detail-heading">Journal Entries</h4>
|
||||
@if (loadingGlEntries) {
|
||||
<div class="state-block"><mat-spinner diameter="22"></mat-spinner></div>
|
||||
} @else if (viewingGlEntries?.length) {
|
||||
<table class="gl-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Account</th>
|
||||
<th class="num">Debit</th>
|
||||
<th class="num">Credit</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (entry of viewingGlEntries; track entry.id) {
|
||||
<tr>
|
||||
<td>
|
||||
<span class="mono">{{ entry.glCode }}</span> {{ entry.glName }}
|
||||
</td>
|
||||
<td class="num mono">{{ entry.drCr === 'DR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
||||
<td class="num mono">{{ entry.drCr === 'CR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
} @else {
|
||||
<p class="slot-empty">No journal entries are recorded against this receipt.</p>
|
||||
}
|
||||
</div>
|
||||
|
||||
<footer class="popup-foot">
|
||||
<button type="button" mat-stroked-button (click)="closeDetail()">Close</button>
|
||||
</footer>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
+95
@@ -0,0 +1,95 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
// The same look as Apply Additional Shares, on purpose: both apply a cashier's receipt to what it was
|
||||
// collected for, and the counter should meet one screen, not two. Used as it is, never changed here.
|
||||
@use '../../../shares/share-dialog.shared' as *;
|
||||
|
||||
:host {
|
||||
display: block;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
// The agent's outstanding lines - read only, what the receipt has to cover.
|
||||
.entries {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 13px;
|
||||
|
||||
td {
|
||||
padding: 7px 4px;
|
||||
border-bottom: 1px solid #eef2f7;
|
||||
}
|
||||
|
||||
tr:last-child td {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
.entry-date {
|
||||
color: #64748b;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.entry-code {
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.entry-name {
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
|
||||
// Days and vouchers are ticked, any number of each - a check box where the share dialog has a radio.
|
||||
.option-check {
|
||||
color: #94a3b8;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
.option-picked {
|
||||
border-color: #2563eb !important;
|
||||
background: #eff6ff !important;
|
||||
|
||||
.option-check {
|
||||
color: #2563eb;
|
||||
}
|
||||
}
|
||||
|
||||
// A day's own lines, opened under it. Scrolls inside itself, so a thousand customers do not make the
|
||||
// dialog a thousand lines tall.
|
||||
.day-lines {
|
||||
list-style: none;
|
||||
padding: 6px 10px 10px 42px;
|
||||
}
|
||||
|
||||
.day-search {
|
||||
width: 100%;
|
||||
margin-bottom: 6px;
|
||||
padding: 6px 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
font: inherit;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
.day-scroll {
|
||||
max-height: 240px;
|
||||
overflow-y: auto;
|
||||
}
|
||||
|
||||
.field-readonly {
|
||||
padding: 8px 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
background: #f8fafc;
|
||||
}
|
||||
+351
@@ -0,0 +1,351 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
|
||||
/** One day of an agent's outstanding entries, as the dialog lists them. */
|
||||
export interface EntryDay {
|
||||
date: string;
|
||||
entries: any[];
|
||||
total: number;
|
||||
}
|
||||
|
||||
/**
|
||||
* Applies the cashier's DDS receipts to an agent's outstanding collections.
|
||||
*
|
||||
* The agent's cash is already in the bank: the cashier took it at the counter into the agent's own GL
|
||||
* account, tagged DDS, and the manager approved it. Applying it here hands the money on to the
|
||||
* customers the agent wrote down - Dr the agent's GL, Cr DDS Customer Deposits - and each entry is
|
||||
* settled against the application. The same screen as Apply Additional Shares.
|
||||
*
|
||||
* Everything outstanding up to the day chosen on the screen, shown a day at a time - nothing to tick,
|
||||
* because what the agent wrote down is settled whole, and an agent who comes in after several days
|
||||
* brings several days' cash. The vouchers are ticked, since a day's
|
||||
* cash can come in more than one visit. They have to agree exactly: what the agent wrote down is what
|
||||
* each customer is owed, so vouchers short of it leave somebody uncredited and vouchers over it leave
|
||||
* money nobody can place.
|
||||
*
|
||||
* The day is shown totalled and its lines opened only when asked for - an agent with a thousand
|
||||
* customers is a thousand lines, and the day's total is what the counter is checking.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-apply-dds-receipt-dialog',
|
||||
templateUrl: './apply-dds-receipt-dialog.component.html',
|
||||
styleUrls: ['./apply-dds-receipt-dialog.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatIconModule,
|
||||
MatProgressSpinnerModule
|
||||
]
|
||||
})
|
||||
export class ApplyDdsReceiptDialogComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private settingsService = inject(SettingsService);
|
||||
|
||||
public dialogRef = inject(MatDialogRef<ApplyDdsReceiptDialogComponent>);
|
||||
public data = inject<{
|
||||
agentId: number;
|
||||
agentCode: string;
|
||||
agentName: string;
|
||||
glCode: string | null;
|
||||
entryDate: string;
|
||||
}>(MAT_DIALOG_DATA);
|
||||
|
||||
loadingEntries = true;
|
||||
loadingReceipts = true;
|
||||
submitting = false;
|
||||
errorMsg = '';
|
||||
|
||||
/** The chosen day's outstanding entries - one day, or none when nothing is outstanding on it. */
|
||||
days: EntryDay[] = [];
|
||||
|
||||
/** DDS receipts on the agent's GL account, approved and not yet applied. */
|
||||
available: any[] = [];
|
||||
|
||||
/**
|
||||
* The day is settled whole, so it is always included. The vouchers are the clerk's choice, and none
|
||||
* is picked for them even when only one is listed.
|
||||
*/
|
||||
pickedDays = new Set<string>();
|
||||
pickedReceipts = new Set<number>();
|
||||
|
||||
/** The day whose lines are open, and the search within it. */
|
||||
openDay: string | null = null;
|
||||
daySearch = '';
|
||||
|
||||
get loading(): boolean {
|
||||
return this.loadingEntries || this.loadingReceipts;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
// Everything outstanding up to the chosen date, whatever day it was written - an agent's cash for
|
||||
// several days arrives in one visit, and all of it is settled together.
|
||||
this.organizationService
|
||||
.getAgentPendingCollections(this.data.agentId)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, "Could not load the agent's entries.");
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.days = groupByDay(
|
||||
(res?.entries || []).filter(
|
||||
(entry: any) => entry.status === 'PENDING' && String(entry.entryDate) <= this.data.entryDate
|
||||
)
|
||||
);
|
||||
this.pickedDays = new Set(this.days.map((day) => day.date));
|
||||
this.loadingEntries = false;
|
||||
});
|
||||
|
||||
this.organizationService
|
||||
.getAgentCashReceipts(this.data.agentId)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, 'Could not load the available receipts.');
|
||||
return of([]);
|
||||
})
|
||||
)
|
||||
.subscribe((rows: any) => {
|
||||
this.available = Array.isArray(rows) ? rows : [];
|
||||
this.loadingReceipts = false;
|
||||
});
|
||||
}
|
||||
|
||||
// ── Picking ─────────────────────────────────────────────────────────────────────────────────
|
||||
|
||||
toggleReceipt(receipt: any): void {
|
||||
if (this.submitting) {
|
||||
return;
|
||||
}
|
||||
this.pickedReceipts.has(receipt.id) ? this.pickedReceipts.delete(receipt.id) : this.pickedReceipts.add(receipt.id);
|
||||
}
|
||||
|
||||
toggleOpen(day: EntryDay, event: Event): void {
|
||||
event.stopPropagation();
|
||||
this.openDay = this.openDay === day.date ? null : day.date;
|
||||
this.daySearch = '';
|
||||
}
|
||||
|
||||
/** The open day's lines, narrowed by party code or name. */
|
||||
visibleEntries(day: EntryDay): any[] {
|
||||
const term = this.daySearch.trim().toLowerCase();
|
||||
if (!term) {
|
||||
return day.entries;
|
||||
}
|
||||
return day.entries.filter(
|
||||
(entry: any) =>
|
||||
String(entry.partyCode || '')
|
||||
.toLowerCase()
|
||||
.includes(term) ||
|
||||
String(entry.partyName || '')
|
||||
.toLowerCase()
|
||||
.includes(term)
|
||||
);
|
||||
}
|
||||
|
||||
// ── What has to be covered ──────────────────────────────────────────────────────────────────
|
||||
|
||||
get entryCount(): number {
|
||||
return this.days.reduce((sum, day) => sum + day.entries.length, 0);
|
||||
}
|
||||
|
||||
get outstandingTotal(): number {
|
||||
return this.days.reduce((sum, day) => sum + day.total, 0);
|
||||
}
|
||||
|
||||
get pickedEntryCount(): number {
|
||||
return this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.entries.length, 0);
|
||||
}
|
||||
|
||||
get required(): number {
|
||||
return round2(this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.total, 0));
|
||||
}
|
||||
|
||||
get received(): number {
|
||||
return round2(
|
||||
this.available.filter((r) => this.pickedReceipts.has(r.id)).reduce((sum, r) => sum + Number(r.amount || 0), 0)
|
||||
);
|
||||
}
|
||||
|
||||
/** Vouchers less entries: below zero they are short, above zero they are over. */
|
||||
get difference(): number {
|
||||
return round2(this.received - this.required);
|
||||
}
|
||||
|
||||
get canApply(): boolean {
|
||||
return this.pickedDays.size > 0 && this.pickedReceipts.size > 0 && this.difference === 0 && !this.submitting;
|
||||
}
|
||||
|
||||
glLabel(option: any): string {
|
||||
return [
|
||||
option?.glCode,
|
||||
option?.glName
|
||||
]
|
||||
.filter(Boolean)
|
||||
.join(' — ');
|
||||
}
|
||||
|
||||
// ── Voucher search, for a receipt the list does not carry ───────────────────────────────────
|
||||
|
||||
searching = false;
|
||||
searchOpen = false;
|
||||
searchVoucherNo = '';
|
||||
|
||||
openSearch(): void {
|
||||
this.searchOpen = true;
|
||||
this.searchVoucherNo = '';
|
||||
this.errorMsg = '';
|
||||
}
|
||||
|
||||
closeSearch(): void {
|
||||
this.searchOpen = false;
|
||||
this.errorMsg = '';
|
||||
}
|
||||
|
||||
/**
|
||||
* Finds one voucher on the agent's GL account and, when it cannot be used, says why - not taken as
|
||||
* DDS, not approved yet, or already applied - rather than simply not finding it.
|
||||
*/
|
||||
runSearch(): void {
|
||||
const voucher = this.searchVoucherNo.trim();
|
||||
if (!voucher || this.searching) {
|
||||
return;
|
||||
}
|
||||
this.searching = true;
|
||||
this.errorMsg = '';
|
||||
this.organizationService
|
||||
.getAgentCashReceipts(this.data.agentId, voucher)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, `Voucher ${voucher} could not be looked up.`);
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((rows: any) => {
|
||||
this.searching = false;
|
||||
if (rows === null) {
|
||||
return;
|
||||
}
|
||||
const found = (Array.isArray(rows) ? rows : [])[0];
|
||||
if (!found) {
|
||||
this.errorMsg = `Voucher ${voucher} is not on ${this.data.agentCode}'s GL account ${this.data.glCode || ''}.`;
|
||||
} else if (found.entryType !== 'DDS') {
|
||||
this.errorMsg = `Voucher ${voucher} was taken as "${found.entryType || 'untagged'}", not DDS. Ask the cashier to correct the entry type.`;
|
||||
} else if (found.status !== 'APPROVED') {
|
||||
this.errorMsg = `Voucher ${voucher} is ${found.status}. It can be applied once the manager approves it.`;
|
||||
} else if (found.applied) {
|
||||
this.errorMsg = `Voucher ${voucher} has already been applied.`;
|
||||
} else {
|
||||
this.available = [
|
||||
found,
|
||||
...this.available.filter((entry) => entry.id !== found.id)
|
||||
];
|
||||
this.pickedReceipts.add(found.id);
|
||||
this.searchOpen = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// ── A receipt's own GL entries ──────────────────────────────────────────────────────────────
|
||||
|
||||
viewing: any = null;
|
||||
viewingGlEntries: any[] | null = null;
|
||||
loadingGlEntries = false;
|
||||
|
||||
openDetail(option: any, event: Event): void {
|
||||
event.stopPropagation();
|
||||
this.viewing = option;
|
||||
this.viewingGlEntries = null;
|
||||
this.loadingGlEntries = true;
|
||||
this.organizationService
|
||||
.getCashReceiptGlEntries(option.id)
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((rows: any) => {
|
||||
this.viewingGlEntries = Array.isArray(rows) ? rows : [];
|
||||
this.loadingGlEntries = false;
|
||||
});
|
||||
}
|
||||
|
||||
closeDetail(): void {
|
||||
this.viewing = null;
|
||||
this.viewingGlEntries = null;
|
||||
}
|
||||
|
||||
// ── Submission ──────────────────────────────────────────────────────────────────────────────
|
||||
|
||||
apply(): void {
|
||||
if (!this.canApply) {
|
||||
return;
|
||||
}
|
||||
this.submitting = true;
|
||||
this.errorMsg = '';
|
||||
const vouchers = this.available.filter((r) => this.pickedReceipts.has(r.id)).map((r) => r.voucherNo);
|
||||
const entries = this.pickedEntryCount;
|
||||
const amount = this.required;
|
||||
this.organizationService
|
||||
.settleAgentCollections({
|
||||
agentId: Number(this.data.agentId),
|
||||
cashierDepositRequestIds: Array.from(this.pickedReceipts),
|
||||
entryDates: Array.from(this.pickedDays),
|
||||
locale: this.settingsService.language.code
|
||||
})
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, 'The receipts could not be applied.');
|
||||
this.submitting = false;
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
if (res) {
|
||||
this.dialogRef.close({ vouchers, entries, amount, response: res });
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private readError(err: any, fallback: string): string {
|
||||
return (
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
err?.error?.defaultUserMessage ??
|
||||
err?.error?.developerMessage ??
|
||||
fallback
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
/** Entries grouped by the day they were collected, oldest first, each day totalled. */
|
||||
export function groupByDay(entries: any[]): EntryDay[] {
|
||||
const byDay = new Map<string, EntryDay>();
|
||||
for (const entry of entries) {
|
||||
const date = String(entry.entryDate);
|
||||
const day = byDay.get(date) ?? { date, entries: [], total: 0 };
|
||||
day.entries.push(entry);
|
||||
day.total = round2(day.total + Number(entry.amount || 0));
|
||||
byDay.set(date, day);
|
||||
}
|
||||
return Array.from(byDay.values()).sort((a, b) => a.date.localeCompare(b.date));
|
||||
}
|
||||
|
||||
function round2(value: number): number {
|
||||
return Math.round(value * 100) / 100;
|
||||
}
|
||||
@@ -0,0 +1,468 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="dte-container">
|
||||
<div class="dte-header">
|
||||
<button mat-stroked-button [routerLink]="['../']" class="dte-back">
|
||||
<i class="fas fa-arrow-left"></i> Deposits
|
||||
</button>
|
||||
<h2 class="dte-header__title">Daily Transaction Detail</h2>
|
||||
</div>
|
||||
|
||||
<div class="dte-card">
|
||||
<form [formGroup]="entryForm">
|
||||
<div class="dte-info-panels">
|
||||
<div class="dte-info-panel">
|
||||
<div class="dte-info-panel__title">Agent Information</div>
|
||||
<dl>
|
||||
<dt>Name</dt>
|
||||
<dd>{{ agentInfo.name || '—' }}</dd>
|
||||
<dt>Address</dt>
|
||||
<dd>{{ agentInfo.address || '—' }}</dd>
|
||||
<dt>City</dt>
|
||||
<dd>{{ agentInfo.city || '—' }}</dd>
|
||||
<dt>A/C</dt>
|
||||
<dd>{{ agentInfo.accountNo || '—' }}</dd>
|
||||
<dt>Guarantor</dt>
|
||||
<dd>{{ agentInfo.guarantor1 || '—' }}</dd>
|
||||
<dt>Guarantor</dt>
|
||||
<dd>{{ agentInfo.guarantor2 || '—' }}</dd>
|
||||
<dt>Curr Bal</dt>
|
||||
<dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
|
||||
</dl>
|
||||
</div>
|
||||
|
||||
<div class="dte-info-panel">
|
||||
<div class="dte-info-panel__title">Party Information</div>
|
||||
@if (partyInfo) {
|
||||
<dl>
|
||||
<dt>Client Id</dt>
|
||||
<dd>{{ partyInfo.clientId }}</dd>
|
||||
<dt>Name</dt>
|
||||
<dd>{{ partyInfo.partyName }}</dd>
|
||||
<dt>Address</dt>
|
||||
<dd>{{ partyInfo.address1 || '—' }}</dd>
|
||||
<dt>City</dt>
|
||||
<dd>{{ partyInfo.city || '—' }}</dd>
|
||||
<dt>Op. Date</dt>
|
||||
<dd>{{ partyInfo.openingDate ? (partyInfo.openingDate | dateFormat) : '—' }}</dd>
|
||||
<dt>Maturity</dt>
|
||||
<dd>{{ partyInfo.maturityDate ? (partyInfo.maturityDate | dateFormat) : '—' }}</dd>
|
||||
<dt>Daily Depo</dt>
|
||||
<dd>{{ partyInfo.dailyDepositAmount | number: '1.2-2' }}</dd>
|
||||
<dt>Ledger</dt>
|
||||
<dd>{{ partyInfo.ledgerNo || '—' }}</dd>
|
||||
<dt>Aadhar No</dt>
|
||||
<dd>{{ partyInfo.aadharNo || '—' }}</dd>
|
||||
<dt>Curr Bal</dt>
|
||||
<dd>{{ partyInfo.currentBalance | number: '1.2-2' }}</dd>
|
||||
<!--
|
||||
What should have been collected by today against what has been. Beside the balance
|
||||
rather than instead of it: the balance is what the customer holds, this is whether
|
||||
they have kept to the scheme.
|
||||
-->
|
||||
<dt>Due So Far</dt>
|
||||
<dd>{{ partyInfo.expectedToDate | number: '1.2-2' }}</dd>
|
||||
<dt>Collected</dt>
|
||||
<dd>{{ partyInfo.collectedToDate | number: '1.2-2' }}</dd>
|
||||
@if (schedule(partyInfo); as sched) {
|
||||
<dt [class]="'dte-sched dte-sched--' + sched.state">Schedule</dt>
|
||||
<dd [class]="'dte-sched dte-sched--' + sched.state">{{ sched.text }}</dd>
|
||||
}
|
||||
<dt class="dte-after">Bal. After This Tr</dt>
|
||||
<dd class="dte-after">{{ partyBalanceAfter | number: '1.2-2' }}</dd>
|
||||
</dl>
|
||||
} @else {
|
||||
<p class="dte-info-panel__hint">
|
||||
Pick a party in a collection row below — this panel shows whose account it is and what the balance
|
||||
becomes.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dte-controls">
|
||||
<mat-form-field appearance="outline" class="dte-field dte-field--agent">
|
||||
<mat-label>Agent</mat-label>
|
||||
<mat-select required formControlName="agentId" (selectionChange)="loadAgent()">
|
||||
@for (agent of selectableAgents; track agent.id) {
|
||||
<mat-option [value]="agent.id">
|
||||
{{ agent.agentCode }} · {{ agent.agentNameId }}
|
||||
@if (!agent.active) {
|
||||
<span class="dte-agent-off">— not collecting</span>
|
||||
}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (selectableAgents.length === 0) {
|
||||
<mat-hint class="dte-hint--missing">No active agent on file</mat-hint>
|
||||
} @else if (pickedAgentIsInactive) {
|
||||
<!-- Only reachable on a settlement: this agent no longer collects, but the cash they
|
||||
already hold still has to be able to reach a branch. -->
|
||||
<mat-hint class="dte-hint--missing">This agent no longer collects — settling held cash only</mat-hint>
|
||||
} @else if (agentInfo.name) {
|
||||
<mat-hint class="dte-hint--found">
|
||||
{{ agentParties.length }} {{ agentParties.length === 1 ? 'party' : 'parties' }} to collect from
|
||||
</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Date</mat-label>
|
||||
<!-- The date picks out a round, not just a posting date: a Party Tran settles whatever
|
||||
the agent wrote down for that day, so changing it has to fetch that day's list. -->
|
||||
<input
|
||||
matInput
|
||||
required
|
||||
[matDatepicker]="txnDatePicker"
|
||||
formControlName="transactionDate"
|
||||
(dateChange)="loadPendingEntries(); loadAgentMoney()"
|
||||
/>
|
||||
<mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #txnDatePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Tran. Type</mat-label>
|
||||
<mat-select required formControlName="transactionType">
|
||||
@for (type of transactionTypes; track type.label) {
|
||||
<mat-option [value]="type.label" [disabled]="!type.supported">
|
||||
{{ type.label }}
|
||||
@if (!type.supported) {
|
||||
<span class="dte-soon"> — not available yet</span>
|
||||
}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
What the agent wrote down on their round, waiting to be counted.
|
||||
|
||||
This used to be an empty grid the clerk typed the round into, and typing it posted it: a
|
||||
customer was credited the moment a line was keyed, whether or not the cash behind it ever
|
||||
reached the branch. The agent records their own collections now, and what the clerk does here
|
||||
is agree with them - so there is nothing to type, only a list to check against a bag of cash.
|
||||
-->
|
||||
@if (isPartyTran && agentInfo.name) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-list"></i>
|
||||
<h3>Collections up to {{ entryForm.get('transactionDate')?.value | dateFormat }}</h3>
|
||||
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadPendingEntries()">
|
||||
<i class="fas fa-sync"></i> Refresh
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (pendingLoading) {
|
||||
<p class="dte-empty">Reading this agent's entries...</p>
|
||||
} @else if (pendingEntries.length === 0) {
|
||||
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding up to this date.</p>
|
||||
} @else {
|
||||
@for (entry of pendingEntries; track entry.id) {
|
||||
<div class="dte-pending-row">
|
||||
<!-- The day the agent took it, on the line itself. All the lines carry the date
|
||||
chosen above, but a row that says so can be read, printed or shown to the agent
|
||||
on its own without the header to explain it. -->
|
||||
<span class="dte-pending-row__date">{{ entry.entryDate | dateFormat }}</span>
|
||||
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
||||
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
||||
<span class="dte-pending-row__mode"
|
||||
>{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="dte-total">
|
||||
<span>{{ pendingEntries.length }} {{ pendingEntries.length === 1 ? 'entry' : 'entries' }}</span>
|
||||
<strong>{{ pendingTotal | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
The figure the clerk counts against, said in words rather than left as a column total -
|
||||
it is the one number they are acting on, and the rest of the panel is working out.
|
||||
|
||||
It says what the agent wrote down and stops there. The money side - what is owed, what the
|
||||
cashier has taken in, and applying it - is Agent Tran, so each type has one job.
|
||||
-->
|
||||
<p class="dte-expected dte-expected--note">
|
||||
Everything {{ agentInfo.name }} wrote down and has not handed in yet, up to this date, customer by
|
||||
customer. The cash and its receipts are under Agent Tran.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!--
|
||||
The agent's money: what they owe on everything written down, what the cashier has taken in
|
||||
against it, and what is left.
|
||||
|
||||
This used to be a form the clerk typed an amount into to take the agent's cash in here. The
|
||||
cash is taken at the cashier's counter now, into the agent's own GL account, and one way to take
|
||||
the same cash in is the only safe number of ways - so there is nothing to type. What is done here
|
||||
is applying the cashier's receipts to the customers, in Apply DDS Receipt.
|
||||
-->
|
||||
@if (isAgentTran && agentInfo.name) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-hand-holding-usd"></i>
|
||||
<h3>Agent's cash</h3>
|
||||
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadAgentMoney()">
|
||||
<i class="fas fa-sync"></i> Refresh
|
||||
</button>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
class="dte-apply-receipt"
|
||||
(click)="openApplyReceipt()"
|
||||
>
|
||||
<i class="fas fa-receipt"></i> Apply DDS Receipt
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (!agentGlCode) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentInfo.name }} has no GL account, so the cashier has nowhere to take their cash. Set one on Agent
|
||||
Master.
|
||||
</p>
|
||||
} @else {
|
||||
<!-- The GL the cashier takes this agent's cash into - the code to key at Transaction Entry. -->
|
||||
<p class="dte-expected">
|
||||
Agent GL: <strong>{{ agentGlCode }}{{ agentGlName ? ' · ' + agentGlName : '' }}</strong> — the cashier
|
||||
takes {{ agentInfo.name }}'s cash into this GL (Entry Type DDS).
|
||||
</p>
|
||||
}
|
||||
|
||||
<div class="dte-money">
|
||||
<div class="dte-money__box">
|
||||
<span class="dte-money__label">To take</span>
|
||||
<strong>{{ agentOwed | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="dte-money__box">
|
||||
<span class="dte-money__label">Received (approved)</span>
|
||||
<strong>{{ agentReceived | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="dte-money__box" [class.dte-money__box--due]="agentBalance > 0">
|
||||
<span class="dte-money__label">Still to take</span>
|
||||
<strong>{{ agentBalance | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
@if (agentReceivedBeyondDay > 0) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentReceivedBeyondDay | number: '1.2-2' }} received at the counter is more than everything outstanding
|
||||
up to {{ entryForm.get('transactionDate')?.value | dateFormat }}. Check the voucher was taken for the
|
||||
right agent.
|
||||
</p>
|
||||
}
|
||||
@if (agentWaiting > 0) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentWaiting | number: '1.2-2' }} more is at the counter awaiting the manager's approval.
|
||||
</p>
|
||||
}
|
||||
|
||||
<h4 class="dte-subhead">
|
||||
Outstanding entries up to {{ entryForm.get('transactionDate')?.value | dateFormat }}
|
||||
</h4>
|
||||
@if (agentMoneyLoading) {
|
||||
<p class="dte-empty">Reading this agent's entries...</p>
|
||||
} @else if (agentDays.length === 0) {
|
||||
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding.</p>
|
||||
} @else {
|
||||
@for (day of agentDays; track day.date) {
|
||||
<div class="dte-pending-row dte-pending-row--day" (click)="toggleAgentDay(day.date)">
|
||||
<span class="dte-pending-row__date">{{ day.date | dateFormat }}</span>
|
||||
<span class="dte-pending-row__name">
|
||||
{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ day.total | number: '1.2-2' }}</span>
|
||||
<i [class]="agentOpenDay === day.date ? 'fas fa-chevron-up' : 'fas fa-chevron-down'"></i>
|
||||
</div>
|
||||
@if (agentOpenDay === day.date) {
|
||||
<div class="dte-day-lines">
|
||||
@for (entry of day.entries; track entry.id) {
|
||||
<div class="dte-pending-row">
|
||||
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
||||
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
||||
<span class="dte-pending-row__mode"
|
||||
>{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
<h4 class="dte-subhead">Cashier receipts</h4>
|
||||
@if (agentReceipts.length === 0) {
|
||||
<p class="dte-empty">
|
||||
No DDS receipt on {{ agentInfo.name }}'s GL account{{ agentGlCode ? ' ' + agentGlCode : '' }} waiting to
|
||||
be applied.
|
||||
</p>
|
||||
} @else {
|
||||
@for (receipt of agentReceipts; track receipt.id) {
|
||||
<div class="dte-pending-row">
|
||||
<span class="dte-pending-row__code">{{ receipt.voucherNo }}</span>
|
||||
<span class="dte-pending-row__date">{{ receipt.txnDate | dateFormat }}</span>
|
||||
<span class="dte-pending-row__name">{{ receipt.cashierName || '—' }}</span>
|
||||
<span class="dte-status" [class.dte-status--ok]="receipt.status === 'APPROVED'">
|
||||
{{ receipt.status === 'APPROVED' ? 'Approved' : 'Awaiting manager' }}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ receipt.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (isWithdrawDeposite) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-exchange-alt"></i>
|
||||
<h3>Withdraw Deposite</h3>
|
||||
</div>
|
||||
<div class="dte-grid">
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Party Code</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="creditorPartyCode"
|
||||
[matAutocomplete]="creditorAuto"
|
||||
#creditorTrigger="matAutocompleteTrigger"
|
||||
(click)="creditorTrigger.openPanel()"
|
||||
(focus)="creditorTrigger.openPanel()"
|
||||
(blur)="settleTransferParty('creditor')"
|
||||
placeholder="Search by code or name…"
|
||||
autocomplete="off"
|
||||
/>
|
||||
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
|
||||
>arrow_drop_down</mat-icon
|
||||
>
|
||||
<mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||
@for (party of transferPartyOptions('creditor'); track party.id) {
|
||||
<mat-option [value]="party.partyCode">
|
||||
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
||||
</mat-option>
|
||||
}
|
||||
@if (transferPartyOptions('creditor').length === 0) {
|
||||
<mat-option disabled>No open DDS account matches</mat-option>
|
||||
}
|
||||
</mat-autocomplete>
|
||||
<mat-hint>Account the money goes into</mat-hint>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Party Name</mat-label>
|
||||
<input matInput formControlName="creditorPartyName" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Curr Bal</mat-label>
|
||||
<input matInput formControlName="creditorPartyBalance" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Party Code</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="debitPartyCode"
|
||||
[matAutocomplete]="debitAuto"
|
||||
#debitTrigger="matAutocompleteTrigger"
|
||||
(click)="debitTrigger.openPanel()"
|
||||
(focus)="debitTrigger.openPanel()"
|
||||
(blur)="settleTransferParty('debit')"
|
||||
placeholder="Search by code or name…"
|
||||
autocomplete="off"
|
||||
/>
|
||||
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); debitTrigger.openPanel()"
|
||||
>arrow_drop_down</mat-icon
|
||||
>
|
||||
<mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||
@for (party of transferPartyOptions('debit'); track party.id) {
|
||||
<mat-option [value]="party.partyCode">
|
||||
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
||||
</mat-option>
|
||||
}
|
||||
@if (transferPartyOptions('debit').length === 0) {
|
||||
<mat-option disabled>No open DDS account matches</mat-option>
|
||||
}
|
||||
</mat-autocomplete>
|
||||
@if (transferToItself) {
|
||||
<mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
|
||||
} @else {
|
||||
<mat-hint>Account the money is taken from</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Party Name</mat-label>
|
||||
<input matInput formControlName="debitPartyName" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Curr Bal</mat-label>
|
||||
<input matInput formControlName="debitPartyBalance" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Amount</mat-label>
|
||||
<input matInput type="number" formControlName="withdrawAmount" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field dte-field--wide">
|
||||
<mat-label>Description</mat-label>
|
||||
<input matInput formControlName="withdrawDescription" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
|
||||
<div class="dte-section">
|
||||
<p class="dte-empty">
|
||||
"{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
|
||||
the backend distinguishes these transaction types.
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="dte-action-bar">
|
||||
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||
<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
|
||||
<button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
|
||||
<button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
|
||||
<button mat-stroked-button type="button" (click)="signature()">Signature</button>
|
||||
<!-- Party Tran and Agent Tran are read here, never saved: the agent writes the round down on
|
||||
their own screen and the cash is taken in at the cashier's counter. Agent Tran applies the
|
||||
cashier's receipts from its own Apply DDS Receipt. Only Withdraw Deposite still saves. -->
|
||||
@if (!isPartyTran && !isAgentTran) {
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="entryForm.invalid || transferToItself"
|
||||
(click)="save()"
|
||||
>
|
||||
Save
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,488 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.dte-container {
|
||||
// Wider than a normal form page: a collection row carries six fields side by side, and a clerk
|
||||
// keying a round should see the whole of it.
|
||||
max-width: 1280px;
|
||||
margin: 0 auto;
|
||||
padding: 20px 16px;
|
||||
}
|
||||
|
||||
.dte-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dte-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
padding: 20px 24px 24px;
|
||||
}
|
||||
|
||||
.dte-info-panels {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
|
||||
.dte-info-panel {
|
||||
border: 1px solid rgb(0 0 0 / 10%);
|
||||
border-radius: 8px;
|
||||
padding: 12px 16px;
|
||||
background: rgb(15 118 110 / 4%);
|
||||
|
||||
&__title {
|
||||
font-weight: 600;
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: $primary;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
|
||||
&__hint {
|
||||
margin: 0;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
dl {
|
||||
display: grid;
|
||||
grid-template-columns: auto 1fr;
|
||||
gap: 4px 12px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
dt {
|
||||
font-weight: 500;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
dd {
|
||||
margin: 0;
|
||||
font-size: 13px;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-controls {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 12px;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
// A sensible floor for the fields laid out with flex in .dte-controls, where there is room to spare.
|
||||
.dte-field {
|
||||
min-width: 180px;
|
||||
|
||||
&--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
}
|
||||
|
||||
// Inside the collection grid the track decides the width, not the field. Left to its own 180px
|
||||
// floor a field refuses to shrink into a narrower track and overruns the one beside it.
|
||||
.dte-collection-row .dte-field {
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.dte-section {
|
||||
padding: 16px 0;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
// A very narrow window scrolls the grid sideways rather than the whole page.
|
||||
overflow-x: auto;
|
||||
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
margin-bottom: 16px;
|
||||
|
||||
i {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
h3 {
|
||||
margin: 0;
|
||||
font-size: 16px;
|
||||
font-weight: 600;
|
||||
flex: 1;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.dte-add-row {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dte-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
.dte-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 8px 16px;
|
||||
}
|
||||
|
||||
/*
|
||||
* One collection per row. Fixed columns rather than an even split, so the row holds its shape as
|
||||
* fields come and go - Cheque No and Token No only appear for a non-cash entry - and the party
|
||||
* picker gets the width its "code · name · daily amount" needs.
|
||||
*/
|
||||
.dte-collection-row {
|
||||
display: grid;
|
||||
grid-template-columns:
|
||||
minmax(0, 2.2fr) /* Party */
|
||||
minmax(0, 1fr) /* TRTP */
|
||||
minmax(0, 1fr) /* AC Type */
|
||||
minmax(0, 1.4fr) /* A/C No. */
|
||||
minmax(0, 1fr) /* Amount */
|
||||
minmax(0, 1.6fr) /* Description */
|
||||
auto; /* remove */
|
||||
|
||||
gap: 8px 12px;
|
||||
align-items: start;
|
||||
padding: 10px 0;
|
||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||
|
||||
&:first-of-type {
|
||||
border-top: none;
|
||||
}
|
||||
|
||||
// Cheque No and Token No push Description and the remove button onto a second line, which is
|
||||
// what a non-cash entry should look like rather than a row running off the screen.
|
||||
&:has(.dte-field--instrument) {
|
||||
grid-template-columns:
|
||||
minmax(0, 2.2fr) minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.4fr) minmax(0, 1fr)
|
||||
minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.6fr) auto;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-collection-row .dte-field--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
|
||||
@media (width <= 1200px) {
|
||||
.dte-collection-row,
|
||||
.dte-collection-row:has(.dte-field--instrument) {
|
||||
grid-template-columns: repeat(3, minmax(0, 1fr)) auto;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-remove-row {
|
||||
color: #b91c1c;
|
||||
margin-top: 8px;
|
||||
}
|
||||
|
||||
.dte-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
@media (width <= 1000px) {
|
||||
.dte-info-panels {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.dte-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
|
||||
.dte-collection-row {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
|
||||
/* Resolved name under an Agent / Party Code field — the check that the right record was found. */
|
||||
.dte-hint--found {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--missing {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Marks an agent in the list who is no longer collecting - only offered for settlement. */
|
||||
.dte-agent-off {
|
||||
color: #b45309;
|
||||
font-size: 12px;
|
||||
font-style: italic;
|
||||
margin-left: 6px;
|
||||
}
|
||||
|
||||
/* The figure the clerk actually verifies against the passbook before saving. */
|
||||
.dte-after {
|
||||
font-weight: 600;
|
||||
color: #0f766e;
|
||||
}
|
||||
|
||||
/* What the agent should be handing over for this round. */
|
||||
.dte-total {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
align-items: baseline;
|
||||
gap: 14px;
|
||||
padding: 10px 4px 2px;
|
||||
border-top: 1px solid rgb(0 0 0 / 10%);
|
||||
font-size: 0.88rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
|
||||
strong {
|
||||
font-size: 1.1rem;
|
||||
color: rgb(0 0 0 / 85%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
/* Marks a transaction type the system does not handle yet, so it reads as pending rather than broken. */
|
||||
.dte-soon {
|
||||
font-size: 0.78rem;
|
||||
font-style: italic;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
/*
|
||||
* Marks a party this agent has already collected from today, on the row where it is picked.
|
||||
*
|
||||
* Amber, not red: a customer paying twice in a day is legitimate - arrears, or two days at once -
|
||||
* so this is a second look, not an error. Blocking it would stop real work; saying nothing lets a
|
||||
* whole round be credited twice.
|
||||
*/
|
||||
.dte-hint--again {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
* Where a party stands against its instalments. Three states rather than one colour, because they
|
||||
* call for three different things from the clerk: ahead means take nothing, behind means take more
|
||||
* than the daily amount, level means take the daily amount as usual.
|
||||
*
|
||||
* Behind is amber, not red - falling a few days behind is ordinary in daily collection and is the
|
||||
* agent's job to recover, not an error. Red here would cry wolf on most rows.
|
||||
*/
|
||||
.dte-hint--ahead,
|
||||
.dte-sched--ahead {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--behind,
|
||||
.dte-sched--behind {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--level,
|
||||
.dte-sched--level {
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
/* In the party panel the schedule line carries more weight than the fields around it. */
|
||||
.dte-sched {
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Says why a party in the list cannot be picked, beside the party rather than in a tooltip. */
|
||||
.dte-covered {
|
||||
color: #15803d;
|
||||
font-size: 0.8rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* An amount that looks like a slip. Red rather than the amber used for arrears: arrears are ordinary
|
||||
* and the agent's job to recover, while this is a figure that probably was not handed over at all,
|
||||
* and once saved it cannot be taken back. It still does not block - the clerk decides.
|
||||
*/
|
||||
.dte-hint--overpay {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
The agent's written-down round, as the counter reads it.
|
||||
|
||||
Laid out as lines rather than as the input grid this replaced: there is nothing to fill in here,
|
||||
only a list to check a bag of cash against, and controls would invite editing something the clerk
|
||||
has no business editing.
|
||||
*/
|
||||
.dte-pending-row {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 12px;
|
||||
padding: 10px 2px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
|
||||
&:last-of-type {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
/* First, and in the quieter weight: the date is context for the line, not what is being read. */
|
||||
&__date {
|
||||
min-width: 96px;
|
||||
opacity: 0.7;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__code {
|
||||
font-weight: 600;
|
||||
min-width: 84px;
|
||||
}
|
||||
|
||||
&__name {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
opacity: 0.75;
|
||||
}
|
||||
|
||||
&__mode {
|
||||
font-size: 12px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.5px;
|
||||
opacity: 0.6;
|
||||
}
|
||||
|
||||
/* Amounts are read down the column and compared, so the digits have to line up. */
|
||||
&__amount {
|
||||
font-variant-numeric: tabular-nums;
|
||||
font-weight: 600;
|
||||
min-width: 96px;
|
||||
text-align: right;
|
||||
}
|
||||
}
|
||||
|
||||
/* The one figure the clerk acts on, said as a sentence so it is not read as another column total. */
|
||||
.dte-expected {
|
||||
margin: 14px 2px 0;
|
||||
font-size: 14px;
|
||||
line-height: 1.5;
|
||||
|
||||
strong {
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
/* Quieter than the figure above it: a note about how the screen behaves, not part of the count. */
|
||||
.dte-expected--note {
|
||||
font-size: 13px;
|
||||
opacity: 0.65;
|
||||
margin-top: 4px;
|
||||
}
|
||||
|
||||
.dte-apply-receipt {
|
||||
margin-left: 8px;
|
||||
}
|
||||
|
||||
/* Agent Tran: what the agent owes, what the cashier has taken in, and what is left. */
|
||||
.dte-money {
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
margin: 8px 0 12px;
|
||||
flex-wrap: wrap;
|
||||
|
||||
&__box {
|
||||
flex: 1;
|
||||
min-width: 160px;
|
||||
padding: 10px 14px;
|
||||
border: 1px solid rgb(0 0 0 / 10%);
|
||||
border-radius: 8px;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
font-variant-numeric: tabular-nums;
|
||||
|
||||
strong {
|
||||
font-size: 18px;
|
||||
}
|
||||
|
||||
&--due {
|
||||
border-color: rgb(198 40 40 / 40%);
|
||||
background: rgb(198 40 40 / 4%);
|
||||
}
|
||||
}
|
||||
|
||||
&__label {
|
||||
font-size: 12px;
|
||||
opacity: 0.7;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-subhead {
|
||||
margin: 16px 0 4px;
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.dte-pending-row--day {
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.dte-day-lines {
|
||||
margin-left: 24px;
|
||||
max-height: 280px;
|
||||
overflow-y: auto;
|
||||
border-left: 3px solid rgb(25 118 210 / 30%);
|
||||
padding-left: 10px;
|
||||
}
|
||||
|
||||
.dte-status {
|
||||
font-size: 12px;
|
||||
padding: 2px 8px;
|
||||
border-radius: 10px;
|
||||
background: rgb(237 108 2 / 12%);
|
||||
color: #b45309;
|
||||
|
||||
&--ok {
|
||||
background: rgb(46 125 50 / 12%);
|
||||
color: #2e7d32;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-list-arrow {
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.dte-same-party {
|
||||
color: #c62828;
|
||||
font-weight: 600;
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
+58
@@ -0,0 +1,58 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title>{{ title }}</h2>
|
||||
|
||||
<mat-dialog-content>
|
||||
<mat-form-field appearance="outline" class="dcd-field">
|
||||
<mat-label>Party</mat-label>
|
||||
<mat-select [(ngModel)]="partyCode" (selectionChange)="partyChanged()">
|
||||
@for (p of eligibleParties; track p.id) {
|
||||
<mat-option [value]="p.partyCode">
|
||||
{{ p.partyCode }} · {{ p.partyName }} · Daily {{ p.dailyDepositAmount | number: '1.0-0' }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (eligibleParties.length === 0) {
|
||||
<!-- Only reachable on the arrears side: nobody is behind within the window. -->
|
||||
<mat-hint class="dcd-none">No party has recoverable days</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dcd-field">
|
||||
<mat-label>Days</mat-label>
|
||||
<mat-select [(ngModel)]="days" [disabled]="!partyCode">
|
||||
@for (d of dayOptions; track d) {
|
||||
<mat-option [value]="d">{{ d }} {{ d === 1 ? 'day' : 'days' }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (isAdvance) {
|
||||
<mat-hint>Up to 5 days</mat-hint>
|
||||
} @else if (partyCode) {
|
||||
<mat-hint>Only days still within the catch-up window</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<!--
|
||||
What it comes to, shown before it is added rather than after. The clerk quotes this to the
|
||||
customer, so it has to be the scheme's own figure and has to be visible while deciding.
|
||||
-->
|
||||
@if (amount > 0) {
|
||||
<div class="dcd-amount">
|
||||
<span class="dcd-amount__figure">{{ amount | number: '1.2-2' }}</span>
|
||||
<span class="dcd-amount__basis">
|
||||
{{ days }} × {{ party?.dailyDepositAmount | number: '1.2-2' }} daily
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-button mat-dialog-close type="button">Cancel</button>
|
||||
<button mat-raised-button color="primary" type="button" [disabled]="!canAdd" (click)="add()">Add</button>
|
||||
</mat-dialog-actions>
|
||||
+42
@@ -0,0 +1,42 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.dcd-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.dcd-none {
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
/*
|
||||
* The figure the clerk quotes at the counter. Larger than the fields above it because it is the one
|
||||
* thing the customer is told, and it is shown with its basis so the clerk can say where it came from
|
||||
* rather than just naming a number.
|
||||
*/
|
||||
.dcd-amount {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 10px;
|
||||
margin-top: 6px;
|
||||
padding: 12px 14px;
|
||||
border-radius: 6px;
|
||||
background: rgb(15 118 110 / 8%);
|
||||
|
||||
&__figure {
|
||||
font-size: 1.3rem;
|
||||
font-weight: 600;
|
||||
color: #0f766e;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__basis {
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
}
|
||||
+117
@@ -0,0 +1,117 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatSelectModule } from '@angular/material/select';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
|
||||
/**
|
||||
* Collecting for days other than today - either paid ahead, or owed from days gone by.
|
||||
*
|
||||
* Both are the same act from the counter's side: the customer is paying for a number of days, and
|
||||
* what that comes to is the scheme's business, not the clerk's. So the clerk picks days and the
|
||||
* amount follows. Typing an amount instead would let the daily figure be worked around a little at a
|
||||
* time, and would quote the customer something the scheme does not charge.
|
||||
*
|
||||
* The two differ only in how many days are on offer. Paying ahead is capped by the bank's allowance.
|
||||
* Paying arrears is capped by what is still inside the catch-up window - older instalments are gone,
|
||||
* and offering them would have the clerk asking for money the bank has already written off.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-day-collection-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatSelectModule,
|
||||
MatFormFieldModule,
|
||||
MatInputModule
|
||||
],
|
||||
templateUrl: './day-collection-dialog.component.html',
|
||||
styleUrls: ['./day-collection-dialog.component.scss']
|
||||
})
|
||||
export class DayCollectionDialogComponent {
|
||||
private dialogRef = inject(MatDialogRef<DayCollectionDialogComponent>);
|
||||
/** { mode: 'advance' | 'previous', parties: [] } - the agent's parties, as the screen already has them. */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
partyCode = '';
|
||||
days: number | '' = '';
|
||||
|
||||
get isAdvance(): boolean {
|
||||
return this.data?.mode === 'advance';
|
||||
}
|
||||
|
||||
get title(): string {
|
||||
return this.isAdvance ? 'Collect in advance' : 'Collect previous days';
|
||||
}
|
||||
|
||||
get party(): any {
|
||||
return (this.data?.parties || []).find((p: any) => String(p.partyCode) === this.partyCode) || null;
|
||||
}
|
||||
|
||||
/**
|
||||
* The parties this can be used on.
|
||||
*
|
||||
* Paying ahead is offered to anyone. Paying arrears is offered only where there are arrears still
|
||||
* inside the window - on an account that is up to date there is nothing to collect for past days,
|
||||
* and listing it would invite an entry that is really an advance in disguise.
|
||||
*/
|
||||
get eligibleParties(): any[] {
|
||||
const parties = this.data?.parties || [];
|
||||
return this.isAdvance ? parties : parties.filter((p: any) => Number(p.recoverableAmount || 0) > 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* How many days may be picked. Five ahead, matching the bank's allowance and the server's own
|
||||
* check; for arrears, only what has not yet fallen out of the catch-up window.
|
||||
*/
|
||||
get dayOptions(): number[] {
|
||||
const daily = Number(this.party?.dailyDepositAmount || 0);
|
||||
if (!this.party || daily <= 0) {
|
||||
return [];
|
||||
}
|
||||
const limit = this.isAdvance
|
||||
? 5
|
||||
: Math.floor(Number(this.party.recoverableAmount || 0) / daily);
|
||||
return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1);
|
||||
}
|
||||
|
||||
get amount(): number {
|
||||
return Number(this.party?.dailyDepositAmount || 0) * Number(this.days || 0);
|
||||
}
|
||||
|
||||
/** Clearing the days when the party changes - a count valid for one account is not for another. */
|
||||
partyChanged(): void {
|
||||
this.days = '';
|
||||
}
|
||||
|
||||
get canAdd(): boolean {
|
||||
return !!this.partyCode && Number(this.days) > 0 && this.amount > 0;
|
||||
}
|
||||
|
||||
add(): void {
|
||||
this.dialogRef.close({
|
||||
partyCode: this.partyCode,
|
||||
days: Number(this.days),
|
||||
amount: this.amount,
|
||||
// Sent as days, not just an amount: the server recomputes what they come to and checks it
|
||||
// against this account, so the figure quoted here is the one that gets posted.
|
||||
advanceDays: this.isAdvance ? Number(this.days) : undefined,
|
||||
arrearsDays: this.isAdvance ? undefined : Number(this.days)
|
||||
});
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,21 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="nd-head">
|
||||
<span class="nd-head__ic"><fa-icon icon="info-circle"></fa-icon></span>
|
||||
<h2 class="nd-head__title">{{ data.heading }}</h2>
|
||||
</div>
|
||||
|
||||
<mat-dialog-content>
|
||||
<p class="nd-message">{{ data.message }}</p>
|
||||
</mat-dialog-content>
|
||||
|
||||
<!-- One button, because there is nothing here to agree to or call off. -->
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-flat-button color="primary" mat-dialog-close>OK</button>
|
||||
</mat-dialog-actions>
|
||||
@@ -0,0 +1,44 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.nd-head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
padding: 18px 24px 4px;
|
||||
|
||||
/*
|
||||
* Teal rather than the amber or red the platform's other dialogs use. Nothing has gone wrong here
|
||||
* and nothing is at risk - the clerk is being told a fact about the agent they picked, and a
|
||||
* warning colour would send them looking for a fault that is not there.
|
||||
*/
|
||||
&__ic {
|
||||
display: grid;
|
||||
place-items: center;
|
||||
width: 34px;
|
||||
height: 34px;
|
||||
border-radius: 8px;
|
||||
background: rgb(15 118 110 / 10%);
|
||||
color: #0f766e;
|
||||
flex: none;
|
||||
}
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 1.05rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
.nd-message {
|
||||
margin: 0;
|
||||
max-width: 44ch;
|
||||
font-size: 0.9rem;
|
||||
line-height: 1.55;
|
||||
color: rgb(0 0 0 / 70%);
|
||||
}
|
||||
@@ -0,0 +1,39 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
|
||||
/**
|
||||
* Something the clerk needs told, with nothing to decide.
|
||||
*
|
||||
* The platform's confirmation dialog asks a question - Cancel or Confirm - and its buttons imply a
|
||||
* choice. Used for a plain statement it leaves the clerk hunting for what they are agreeing to, and
|
||||
* "Cancel" reads as though the thing being described could be undone. The error dialog has the right
|
||||
* single button but dresses the message in red, which turns "this agent has no parties" into a fault.
|
||||
*
|
||||
* So: one button, and the message stands on its own.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-notice-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
FaIconComponent
|
||||
],
|
||||
templateUrl: './notice-dialog.component.html',
|
||||
styleUrls: ['./notice-dialog.component.scss']
|
||||
})
|
||||
export class NoticeDialogComponent {
|
||||
/** { heading, message } */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
}
|
||||
@@ -0,0 +1,557 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="dav-page">
|
||||
@if (isLoading) {
|
||||
<div class="dav-card dav-state">
|
||||
<mat-spinner diameter="32"></mat-spinner>
|
||||
<span>Loading account…</span>
|
||||
</div>
|
||||
} @else if (!account) {
|
||||
<div class="dav-card dav-state">
|
||||
<fa-icon icon="inbox" size="2x"></fa-icon>
|
||||
<span>DDS account not found</span>
|
||||
<button class="dav-btn" (click)="back()"><fa-icon icon="arrow-left"></fa-icon> DDS Accounts</button>
|
||||
</div>
|
||||
} @else {
|
||||
<!-- Banner, as the savings account page opens -->
|
||||
<div class="dav-banner">
|
||||
<div class="dav-banner__icon"><fa-icon icon="coins"></fa-icon></div>
|
||||
<div class="dav-banner__text">
|
||||
<span class="dav-pill" [ngClass]="'dav-pill--' + (account.status || '').toLowerCase()"
|
||||
>● {{ account.status }}</span
|
||||
>
|
||||
<h2 class="dav-banner__title">{{ account.subType }}</h2>
|
||||
<div class="dav-banner__meta">
|
||||
<span class="dav-banner__label">Account Number</span>
|
||||
<span class="dav-banner__value dav-mono">{{ account.accountNo }}</span>
|
||||
<span class="dav-banner__label">Client Name</span>
|
||||
<span class="dav-banner__value">{{ account.clientName || account.partyName }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="dav-banner__boxes">
|
||||
<div class="dav-box">
|
||||
<span class="dav-box__label">Current Balance</span>
|
||||
<span class="dav-box__value">₹{{ account.currentBalance || 0 | formatNumber }}</span>
|
||||
</div>
|
||||
<div class="dav-box">
|
||||
<span class="dav-box__label">Maturity Amount</span>
|
||||
<span class="dav-box__value">₹{{ account.maturityAmount || 0 | formatNumber }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="dav-banner__actions">
|
||||
<button class="dav-icon-btn" (click)="back()" matTooltip="Back to DDS Accounts">
|
||||
<fa-icon icon="arrow-left"></fa-icon>
|
||||
</button>
|
||||
<button class="dav-icon-btn" (click)="openInPartyMaster()" matTooltip="Open in DDS Party Master">
|
||||
<fa-icon icon="pen"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Tabs -->
|
||||
<div class="dav-tabs">
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'general'" (click)="tab = 'general'">
|
||||
<fa-icon icon="info-circle"></fa-icon> General
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'transactions'" (click)="tab = 'transactions'">
|
||||
<fa-icon icon="exchange-alt"></fa-icon> Transactions
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'passbook'" (click)="tab = 'passbook'">
|
||||
<fa-icon icon="book"></fa-icon> Passbook
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'nominees'" (click)="tab = 'nominees'">
|
||||
<fa-icon icon="user"></fa-icon> Nominees
|
||||
</button>
|
||||
@if (account.status === 'CLOSED') {
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'closure'" (click)="tab = 'closure'">
|
||||
<fa-icon icon="lock"></fa-icon> Closure
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Closure: how a closed account was closed and where its money went -->
|
||||
@if (tab === 'closure') {
|
||||
@if (!closure) {
|
||||
<div class="dav-card">
|
||||
<div class="dav-row"><span>Loading closure details…</span></div>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-columns">
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> How It Closed</div>
|
||||
<div class="dav-row">
|
||||
<span>Type</span>
|
||||
<strong>
|
||||
{{ closureLabels[closure.closureType] || closure.closureType }}
|
||||
@if (closure.withinLockin) {
|
||||
<em class="dav-closure-tag">within lock-in</em>
|
||||
}
|
||||
</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Closed On</span><strong>{{ closure.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
@if (closure.paidOutBy) {
|
||||
<div class="dav-row">
|
||||
<span>Paid Out By</span><strong>{{ closure.paidOutBy }}</strong>
|
||||
</div>
|
||||
}
|
||||
<div class="dav-row">
|
||||
<span>Closed By</span><strong>{{ closure.closedBy || '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Approved By</span><strong>{{ closure.approvedBy || '—' }}</strong>
|
||||
</div>
|
||||
@if (closure.lockinOverrideReason) {
|
||||
<div class="dav-row">
|
||||
<span>Reason</span><strong>{{ closure.lockinOverrideReason }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.shortfallBorneBy) {
|
||||
<div class="dav-row">
|
||||
<span>Cost Borne By</span>
|
||||
<strong>{{
|
||||
closure.shortfallBorneBy === 'AGENT' ? 'Agent — ' + closure.agentCode : 'Customer'
|
||||
}}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> The Money</div>
|
||||
<div class="dav-row">
|
||||
<span>Balance at Close</span><strong>₹{{ closure.balanceAtClose || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
@if (closure.interestRecovered > 0) {
|
||||
<div class="dav-row">
|
||||
<span>Interest Recovered</span
|
||||
><strong class="dav-dr">− ₹{{ closure.interestRecovered | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.interestToppedUpByAgent > 0) {
|
||||
<div class="dav-row">
|
||||
<span>Interest Funded by Agent</span
|
||||
><strong class="dav-cr">+ ₹{{ closure.interestToppedUpByAgent | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
<div class="dav-row dav-closure-total">
|
||||
<span>Paid Out</span><strong>₹{{ closure.paidOut || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
@if (closure.closureType === 'PREMATURE') {
|
||||
<div class="dav-row">
|
||||
<span>Agent Penalty ({{ closure.agentCode }})</span
|
||||
><strong>₹{{ closure.agentCommissionPenalty || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Where It Went</div>
|
||||
@if (closure.destination === 'OWN_ACCOUNT') {
|
||||
<div class="dav-row"><span>Paid Into</span><strong>Customer's own account</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>Account</span><strong class="dav-mono">{{ closure.creditedAccount?.accountNo }}</strong>
|
||||
</div>
|
||||
@if (closure.creditedAccount?.productName) {
|
||||
<div class="dav-row">
|
||||
<span>Product</span><strong>{{ closure.creditedAccount.productName }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.creditedAccount?.owner) {
|
||||
<div class="dav-row">
|
||||
<span>Holder</span><strong>{{ closure.creditedAccount.owner }}</strong>
|
||||
</div>
|
||||
}
|
||||
} @else if (closure.destination === 'SUNDRY') {
|
||||
<div class="dav-row"><span>Parked In</span><strong>Sundry (customer has no account here)</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>GL Account</span
|
||||
><strong class="dav-mono">{{ closure.sundryGl?.glCode }} · {{ closure.sundryGl?.glName }}</strong>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-row"><span>Paid Out</span><strong>Nothing - the balance was nil</strong></div>
|
||||
}
|
||||
@if (closure.voucherNo) {
|
||||
<div class="dav-row">
|
||||
<span>Voucher</span><strong class="dav-mono">{{ closure.voucherNo }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.payoutDate) {
|
||||
<div class="dav-row">
|
||||
<span>Paid On</span><strong>{{ closure.payoutDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.passbookNote) {
|
||||
<div class="dav-row">
|
||||
<span>Passbook Note</span><strong>{{ closure.passbookNote }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@if (closure.ledgerEntries?.length) {
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Ledger Entry</div>
|
||||
<div class="dav-row">
|
||||
<span>Transaction ID</span><strong class="dav-mono">{{ closure.ledgerTransactionId }}</strong>
|
||||
</div>
|
||||
@for (leg of closure.ledgerEntries; track $index) {
|
||||
<div class="dav-row">
|
||||
<span>{{ leg.glCode }} · {{ leg.glName }}</span>
|
||||
<strong [class.dav-dr]="leg.side === 'DR'" [class.dav-cr]="leg.side === 'CR'">
|
||||
{{ leg.side }} ₹{{ leg.amount | formatNumber }}
|
||||
</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- General -->
|
||||
@if (tab === 'general') {
|
||||
<div class="dav-columns">
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> DDS Details</div>
|
||||
<div class="dav-row">
|
||||
<span>Account Number</span><strong class="dav-mono">{{ account.accountNo }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Party Code</span><strong>{{ account.partyCode }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Client Name</span><strong>{{ account.clientName }} ({{ account.clientId }})</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Agent</span><strong>{{ account.agentCode }} · {{ account.agentName }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Branch</span><strong>{{ account.officeName }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Product</span><strong>{{ account.subType }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Opened On</span><strong>{{ account.openingDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Matures On</span><strong>{{ account.maturityDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Daily Deposit</span><strong>₹{{ account.dailyDepositAmount || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Term</span><strong>{{ account.month }} months · {{ account.days }} days</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Rate</span><strong>{{ account.interestRate }} %</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Currency</span><strong>Indian Rupee <em class="dav-mono">[INR]</em></strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Performance History</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Collected</span><strong class="dav-cr">₹{{ totalOf('PARTY_TRAN') | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Paid Out</span><strong class="dav-dr">₹{{ totalDebitsAll | formatNumber }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Account Summary</div>
|
||||
<div class="dav-row">
|
||||
<span>Collected to Date</span><strong>₹{{ account.collectedToDate || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Expected to Date</span><strong>₹{{ account.expectedToDate || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Standing</span>
|
||||
<strong>
|
||||
@if (account.advanceDays > 0) {
|
||||
{{ account.advanceDays }} days ahead
|
||||
} @else if (account.arrearsDays > 0) {
|
||||
<span class="dav-dr">{{ account.arrearsDays }} days behind</span>
|
||||
} @else {
|
||||
Up to date
|
||||
}
|
||||
</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Instalments Due</span><strong>{{ account.instalmentsDue ?? 0 }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Calculated, Not Posted</span
|
||||
><strong>₹{{ account.interestCalc || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row"><span>Interest Calculated Using</span><strong>Daily Balance</strong></div>
|
||||
<div class="dav-row"><span>Days in Year</span><strong>365 Days</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>Last Interest Date</span
|
||||
><strong>{{ account.interestDate ? (account.interestDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Last Transaction Date</span
|
||||
><strong>{{ lastTransactionDate ? (lastTransactionDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Maturity Amount</span><strong>₹{{ account.maturityAmount || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Lien</span>
|
||||
<strong>{{ account.lien ? 'Yes — ₹' + (account.amountHeldUnderLien || 0) : 'No' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Freeze</span><strong>{{ account.freezeCode || 'Normal' }}</strong>
|
||||
</div>
|
||||
@if (account.closeDate) {
|
||||
<div class="dav-row">
|
||||
<span>Closed On</span><strong>{{ account.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Transactions -->
|
||||
@if (tab === 'transactions') {
|
||||
<div class="dav-card">
|
||||
<div class="dav-toolbar">
|
||||
<div class="dav-datepick">
|
||||
<span>From</span>
|
||||
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="dav-datepick">
|
||||
<span>To</span>
|
||||
<input type="date" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
<button class="dav-btn" (click)="showToday()"><fa-icon icon="clock"></fa-icon> Today</button>
|
||||
@if (hasDateFilters) {
|
||||
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
||||
}
|
||||
<div class="dav-totals">
|
||||
<span class="dav-cr">Credits ₹{{ totalCredits | formatNumber }}</span>
|
||||
<span class="dav-dr">Debits ₹{{ totalDebits | formatNumber }}</span>
|
||||
</div>
|
||||
<button class="dav-btn dav-btn--primary" (click)="exportCsv()" [disabled]="shownTransactions.length === 0">
|
||||
Export
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (shownTransactions.length === 0) {
|
||||
<div class="dav-state">
|
||||
<fa-icon icon="inbox" size="2x"></fa-icon>
|
||||
<span>{{
|
||||
hasDateFilters
|
||||
? 'Nothing moved on this account in these dates'
|
||||
: 'Nothing has been credited to this account yet'
|
||||
}}</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-table-wrap">
|
||||
<table class="dav-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>ID</th>
|
||||
<th>Transaction Date</th>
|
||||
<th>Transaction Type</th>
|
||||
<th>Voucher</th>
|
||||
<th>Description</th>
|
||||
<th class="dav-right">Debit</th>
|
||||
<th class="dav-right">Credit</th>
|
||||
<th class="dav-right">Balance</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (txn of shownTransactions; track txn.id; let i = $index) {
|
||||
<tr>
|
||||
<td>{{ i + 1 }}</td>
|
||||
<td>{{ txn.id }}</td>
|
||||
<td>{{ txn.transactionDate | date: 'dd MMMM yyyy' }}</td>
|
||||
<td>{{ label(txn.transactionType) }}</td>
|
||||
<td class="dav-mono">{{ txn.voucherNo || '—' }}</td>
|
||||
<td class="dav-desc">{{ txn.description }}</td>
|
||||
<td class="dav-right">
|
||||
{{ txn.direction === 'DEBIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
{{ txn.direction === 'CREDIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>₹{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Passbook: the same entries oldest first, the way a passbook is written up, and printable -->
|
||||
@if (tab === 'passbook') {
|
||||
<div class="dav-card">
|
||||
<div class="dav-toolbar dav-noprint">
|
||||
<div class="dav-datepick">
|
||||
<span>From</span>
|
||||
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="dav-datepick">
|
||||
<span>To</span>
|
||||
<input type="date" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
@if (hasDateFilters) {
|
||||
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
||||
}
|
||||
<button class="dav-btn dav-btn--primary dav-push" (click)="printPassbook()">
|
||||
<fa-icon icon="print"></fa-icon> Print
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="dav-passbook" id="dds-passbook">
|
||||
<div class="dav-pb-head">
|
||||
<div>
|
||||
<div class="dav-pb-title">DDS Passbook</div>
|
||||
<div class="dav-pb-sub">{{ account.officeName }}</div>
|
||||
</div>
|
||||
<div class="dav-pb-grid">
|
||||
<span>Account No</span><strong class="dav-mono">{{ account.accountNo }}</strong> <span>Party Code</span
|
||||
><strong>{{ account.partyCode }}</strong> <span>Name</span
|
||||
><strong>{{ account.clientName || account.partyName }}</strong> <span>Product</span
|
||||
><strong>{{ account.subType }} · {{ account.interestRate }} %</strong> <span>Opened On</span
|
||||
><strong>{{ account.openingDate | date: 'dd/MM/yyyy' }}</strong> <span>Agent</span
|
||||
><strong>{{ account.agentCode }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (passbookEntries.length === 0) {
|
||||
<div class="dav-state">
|
||||
<span>{{ hasDateFilters ? 'No entries in these dates' : 'No entries yet' }}</span>
|
||||
</div>
|
||||
} @else {
|
||||
<table class="dav-table dav-pb-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
<th>Voucher</th>
|
||||
<th>Particulars</th>
|
||||
<th class="dav-right">Withdrawals</th>
|
||||
<th class="dav-right">Deposits</th>
|
||||
<th class="dav-right">Balance</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (txn of passbookEntries; track txn.id) {
|
||||
<tr>
|
||||
<td>{{ txn.transactionDate | date: 'dd/MM/yyyy' }}</td>
|
||||
<td class="dav-mono">{{ txn.voucherNo || '' }}</td>
|
||||
<td>
|
||||
{{ label(txn.transactionType) }}
|
||||
@if (txn.description) {
|
||||
<span class="dav-pb-note">{{ txn.description }}</span>
|
||||
}
|
||||
</td>
|
||||
<td class="dav-right">{{ txn.direction === 'DEBIT' ? (txn.amount | formatNumber) : '' }}</td>
|
||||
<td class="dav-right">{{ txn.direction === 'CREDIT' ? (txn.amount | formatNumber) : '' }}</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td colspan="3"><strong>Total</strong></td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ totalDebits | formatNumber }}</strong>
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ totalCredits | formatNumber }}</strong>
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ passbookClosingBalance | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Nominees -->
|
||||
@if (tab === 'nominees') {
|
||||
<div class="dav-card">
|
||||
@if (!account.nominees || account.nominees.length === 0) {
|
||||
<div class="dav-state">
|
||||
<fa-icon icon="user" size="2x"></fa-icon>
|
||||
<span>No nominee on this account</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-table-wrap">
|
||||
<table class="dav-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Name</th>
|
||||
<th>Relation</th>
|
||||
<th>Gender</th>
|
||||
<th>Mobile</th>
|
||||
<th>Birth Date</th>
|
||||
<th>Nominated On</th>
|
||||
<th>Guardian</th>
|
||||
<th class="dav-right">{{ account.nomineeSplitMode === 'Sequence' ? 'Order' : 'Share %' }}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (nominee of account.nominees; track nominee.id; let i = $index) {
|
||||
<tr>
|
||||
<td>{{ i + 1 }}</td>
|
||||
<td>
|
||||
<strong>{{ nominee.name }}</strong>
|
||||
</td>
|
||||
<td>{{ nominee.relation }}</td>
|
||||
<td>{{ nominee.gender }}</td>
|
||||
<td>{{ nominee.mobileNo || '—' }}</td>
|
||||
<td>{{ nominee.birthDate ? (nominee.birthDate | date: 'dd MMM yyyy') : '—' }}</td>
|
||||
<td>{{ nominee.nominationDate ? (nominee.nominationDate | date: 'dd MMM yyyy') : '—' }}</td>
|
||||
<td>{{ nominee.guardianName || '—' }}</td>
|
||||
<td class="dav-right">
|
||||
{{ account.nomineeSplitMode === 'Sequence' ? nominee.sequenceNo : (nominee.sharePercent ?? '—') }}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,459 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/* One DDS account's page, laid out the way the savings account page is: a banner, tabs, cards. */
|
||||
|
||||
.dav-page {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 16px;
|
||||
padding: 24px 32px;
|
||||
}
|
||||
|
||||
.dav-mono {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-style: normal;
|
||||
}
|
||||
|
||||
.dav-cr {
|
||||
color: #047857;
|
||||
}
|
||||
|
||||
.dav-dr {
|
||||
color: #b91c1c;
|
||||
}
|
||||
|
||||
.dav-right {
|
||||
text-align: right !important;
|
||||
}
|
||||
|
||||
/* ── Banner ───────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-banner {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 16px;
|
||||
padding: 16px 24px;
|
||||
border-radius: 16px;
|
||||
color: #fff;
|
||||
background: linear-gradient(90deg, #1e3a8a 0%, #2d3fb4 55%, #5b47d6 100%);
|
||||
box-shadow: 0 8px 24px rgb(30 58 138 / 25%);
|
||||
}
|
||||
|
||||
.dav-banner__icon {
|
||||
width: 48px;
|
||||
height: 48px;
|
||||
border-radius: 12px;
|
||||
display: grid;
|
||||
place-items: center;
|
||||
font-size: 1.3rem;
|
||||
background: rgb(255 255 255 / 16%);
|
||||
border: 1px solid rgb(255 255 255 / 25%);
|
||||
}
|
||||
|
||||
.dav-banner__text {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.dav-pill {
|
||||
align-self: flex-start;
|
||||
padding: 2px 10px;
|
||||
border-radius: 999px;
|
||||
font-size: 0.7rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.04em;
|
||||
background: rgb(16 185 129 / 25%);
|
||||
color: #a7f3d0;
|
||||
border: 1px solid rgb(167 243 208 / 40%);
|
||||
}
|
||||
|
||||
.dav-pill--closed {
|
||||
background: rgb(148 163 184 / 25%);
|
||||
color: #e2e8f0;
|
||||
border-color: rgb(226 232 240 / 40%);
|
||||
}
|
||||
|
||||
.dav-banner__title {
|
||||
margin: 0;
|
||||
font-size: 1.25rem;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.dav-banner__meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
align-items: baseline;
|
||||
gap: 6px 12px;
|
||||
}
|
||||
|
||||
.dav-banner__label {
|
||||
font-size: 0.7rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(255 255 255 / 60%);
|
||||
}
|
||||
|
||||
.dav-banner__value {
|
||||
font-size: 0.9rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.dav-banner__boxes {
|
||||
margin-left: auto;
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.dav-box {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
padding: 10px 18px;
|
||||
border-radius: 12px;
|
||||
background: rgb(255 255 255 / 12%);
|
||||
border: 1px solid rgb(255 255 255 / 25%);
|
||||
}
|
||||
|
||||
.dav-box__label {
|
||||
font-size: 0.68rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(255 255 255 / 70%);
|
||||
}
|
||||
|
||||
.dav-box__value {
|
||||
font-size: 1.15rem;
|
||||
font-weight: 700;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.dav-banner__actions {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.dav-icon-btn {
|
||||
width: 38px;
|
||||
height: 38px;
|
||||
border-radius: 50%;
|
||||
border: 1px solid rgb(255 255 255 / 35%);
|
||||
background: rgb(255 255 255 / 12%);
|
||||
color: #fff;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: rgb(255 255 255 / 22%);
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Tabs ─────────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-tabs {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
padding: 8px;
|
||||
border-radius: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-tab {
|
||||
flex: 1;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
gap: 6px;
|
||||
padding: 10px 16px;
|
||||
border: 0;
|
||||
border-radius: 10px;
|
||||
background: transparent;
|
||||
font-size: 0.95rem;
|
||||
font-weight: 600;
|
||||
color: #475569;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #f1f5f9;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-tab--on {
|
||||
color: #fff;
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
box-shadow: 0 4px 12px rgb(37 99 235 / 30%);
|
||||
|
||||
&:hover {
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Cards ────────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-columns {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(380px, 1fr));
|
||||
gap: 16px;
|
||||
align-items: start;
|
||||
}
|
||||
|
||||
.dav-column {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 16px;
|
||||
}
|
||||
|
||||
.dav-card {
|
||||
border-radius: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid rgb(0 0 0 / 7%);
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
.dav-card__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
padding: 14px 20px;
|
||||
font-size: 1rem;
|
||||
font-weight: 700;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-card__dot {
|
||||
width: 30px;
|
||||
height: 30px;
|
||||
border-radius: 8px;
|
||||
background: linear-gradient(135deg, #2563eb, #1e40af);
|
||||
}
|
||||
|
||||
.dav-row {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
padding: 12px 20px;
|
||||
border-bottom: 1px dashed rgb(0 0 0 / 7%);
|
||||
font-size: 0.92rem;
|
||||
|
||||
&:last-child {
|
||||
border-bottom: 0;
|
||||
}
|
||||
|
||||
span {
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
strong {
|
||||
text-align: right;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-state {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 48px 16px;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/* ── Transactions ─────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 12px;
|
||||
padding: 14px 20px;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-datepick {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
|
||||
span {
|
||||
font-size: 0.68rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
input {
|
||||
padding: 6px 10px;
|
||||
border-radius: 8px;
|
||||
border: 1px solid rgb(0 0 0 / 15%);
|
||||
font: inherit;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 8px 14px;
|
||||
border-radius: 8px;
|
||||
border: 1px solid rgb(0 0 0 / 15%);
|
||||
background: #fff;
|
||||
font-weight: 600;
|
||||
cursor: pointer;
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.5;
|
||||
cursor: default;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-btn--primary {
|
||||
color: #fff;
|
||||
border-color: transparent;
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
}
|
||||
|
||||
.dav-totals {
|
||||
margin-left: auto;
|
||||
display: flex;
|
||||
gap: 16px;
|
||||
font-size: 0.88rem;
|
||||
font-weight: 700;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.dav-table-wrap {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.dav-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 0.92rem;
|
||||
|
||||
th {
|
||||
padding: 14px 16px;
|
||||
text-align: left;
|
||||
font-size: 0.72rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: #475569;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 16px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 5%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
tbody tr:nth-child(odd) {
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-desc {
|
||||
max-width: 320px;
|
||||
color: rgb(0 0 0 / 65%);
|
||||
}
|
||||
|
||||
@media (width <= 720px) {
|
||||
.dav-page {
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
.dav-banner__boxes {
|
||||
margin-left: 0;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.dav-tab {
|
||||
font-size: 0.85rem;
|
||||
padding: 8px;
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Passbook ─────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-push {
|
||||
margin-left: auto;
|
||||
}
|
||||
|
||||
.dav-passbook {
|
||||
padding: 20px;
|
||||
}
|
||||
|
||||
.dav-pb-head {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
flex-wrap: wrap;
|
||||
gap: 16px 32px;
|
||||
margin-bottom: 16px;
|
||||
padding-bottom: 16px;
|
||||
border-bottom: 2px solid #1e3a8a;
|
||||
}
|
||||
|
||||
.dav-pb-title {
|
||||
font-size: 1.2rem;
|
||||
font-weight: 700;
|
||||
color: #1e3a8a;
|
||||
}
|
||||
|
||||
.dav-pb-sub {
|
||||
font-size: 0.85rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.dav-pb-grid {
|
||||
display: grid;
|
||||
grid-template-columns: auto auto;
|
||||
gap: 4px 16px;
|
||||
font-size: 0.88rem;
|
||||
|
||||
span {
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
}
|
||||
|
||||
.dav-pb-table {
|
||||
tfoot td {
|
||||
padding: 14px 16px;
|
||||
border-top: 2px solid rgb(0 0 0 / 15%);
|
||||
}
|
||||
}
|
||||
|
||||
.dav-pb-note {
|
||||
display: block;
|
||||
font-size: 0.78rem;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/* Closure tab */
|
||||
.dav-closure-tag {
|
||||
margin-left: 8px;
|
||||
padding: 1px 8px;
|
||||
border-radius: 999px;
|
||||
background: #fff3e0;
|
||||
color: #e65100;
|
||||
font-size: 0.75rem;
|
||||
font-style: normal;
|
||||
}
|
||||
|
||||
.dav-closure-total {
|
||||
border-top: 1px solid rgb(0 0 0 / 10%);
|
||||
font-weight: 600;
|
||||
}
|
||||
@@ -0,0 +1,297 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
||||
import { NgClass } from '@angular/common';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { forkJoin, of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/** What each DDS transaction type is called on screen. */
|
||||
const TRANSACTION_LABELS: Record<string, string> = {
|
||||
PARTY_TRAN: 'Collection',
|
||||
INTEREST_POST: 'Interest',
|
||||
OD_INTEREST_POST: 'OD Interest',
|
||||
MATURITY_PAYOUT: 'Maturity Payout',
|
||||
PREMATURE_PAYOUT: 'Premature Payout',
|
||||
PREMATURE_INT_RECOVERY: 'Interest Recovered (Premature)',
|
||||
PREMATURE_AGENT_TOP_UP: 'Interest Funded by Agent',
|
||||
WITHDRAW_DEPOSITE: 'Transfer (Withdraw Deposite)',
|
||||
TRANSFER: 'Transfer'
|
||||
};
|
||||
|
||||
/**
|
||||
* One DDS account and everything that has moved on it, as the savings account page shows a savings
|
||||
* account: the account's terms and where it stands, then its transactions with the balance after
|
||||
* each, narrowed to a day or a range.
|
||||
*
|
||||
* Read-only. The account is changed from DDS Party Master; its money moves through collections, the
|
||||
* cashier and the batch runs.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-account-view',
|
||||
templateUrl: './dds-account-view.component.html',
|
||||
styleUrls: ['./dds-account-view.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
ReactiveFormsModule,
|
||||
NgClass,
|
||||
FaIconComponent,
|
||||
MatTooltipModule,
|
||||
MatProgressSpinnerModule,
|
||||
FormatNumberPipe
|
||||
]
|
||||
})
|
||||
export class DdsAccountViewComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private organizationService = inject(OrganizationService);
|
||||
|
||||
isLoading = true;
|
||||
account: any = null;
|
||||
private transactions: any[] = [];
|
||||
|
||||
/** The page's tabs, as the savings account page has them - only those that apply to DDS. */
|
||||
tab: 'general' | 'transactions' | 'passbook' | 'nominees' | 'closure' = 'general';
|
||||
|
||||
/** How a closed account was closed - read only for closed accounts, for the Closure tab. */
|
||||
closure: any = null;
|
||||
|
||||
/** What each kind of closure is called on screen. */
|
||||
readonly closureLabels: Record<string, string> = {
|
||||
PREMATURE: 'Premature Close',
|
||||
MATURITY_PAYOUT_AND_CLOSE: 'Maturity Payout & Close',
|
||||
MATURITY_PAYOUT_THEN_CLOSE: 'Maturity Payout, then Closed',
|
||||
MATURITY_AUTO_CLOSE: 'Maturity Auto Close (night job)',
|
||||
CLOSED_NIL_BALANCE: 'Closed with nil balance'
|
||||
};
|
||||
|
||||
/** The passbook reads oldest first, as it is written up. */
|
||||
get passbookEntries(): any[] {
|
||||
return [...this.shownTransactions].reverse();
|
||||
}
|
||||
|
||||
/** The balance after the last entry shown. */
|
||||
get passbookClosingBalance(): number {
|
||||
const entries = this.passbookEntries;
|
||||
return entries.length > 0 ? Number(entries[entries.length - 1].balanceAfterTransaction || 0) : 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* Prints the passbook alone. It is copied into a window of its own with only its own styles, so the
|
||||
* page's menus, banner and tabs do not come out on the paper.
|
||||
*/
|
||||
printPassbook(): void {
|
||||
const passbook = document.getElementById('dds-passbook');
|
||||
const popup = window.open('', '_blank', 'width=900,height=700');
|
||||
if (!passbook || !popup) {
|
||||
return;
|
||||
}
|
||||
popup.document.write(`<html><head><title>${this.account?.accountNo || 'DDS'} Passbook</title><style>
|
||||
body { font-family: Arial, sans-serif; margin: 24px; color: #111; }
|
||||
.dav-pb-head { display: flex; justify-content: space-between; gap: 24px; margin-bottom: 16px; }
|
||||
.dav-pb-title { font-size: 20px; font-weight: 700; }
|
||||
.dav-pb-sub { color: #555; }
|
||||
.dav-pb-grid { display: grid; grid-template-columns: auto auto; gap: 2px 12px; font-size: 13px; }
|
||||
.dav-pb-grid span { color: #555; }
|
||||
table { width: 100%; border-collapse: collapse; font-size: 13px; }
|
||||
th, td { border: 1px solid #999; padding: 6px 8px; text-align: left; }
|
||||
.dav-right { text-align: right; }
|
||||
.dav-pb-note { display: block; font-size: 11px; color: #555; }
|
||||
</style></head><body>${passbook.innerHTML}</body></html>`);
|
||||
popup.document.close();
|
||||
popup.focus();
|
||||
popup.print();
|
||||
}
|
||||
|
||||
fromDateControl = new FormControl('');
|
||||
toDateControl = new FormControl('');
|
||||
|
||||
readonly today = new Date().toISOString().split('T')[0];
|
||||
|
||||
ngOnInit(): void {
|
||||
const partyId = this.route.snapshot.paramMap.get('partyId');
|
||||
if (!partyId) {
|
||||
this.isLoading = false;
|
||||
return;
|
||||
}
|
||||
forkJoin({
|
||||
account: this.organizationService.getParty(partyId).pipe(catchError(() => of(null))),
|
||||
transactions: this.organizationService.getPartyTransactionsOfParty(partyId).pipe(catchError(() => of([])))
|
||||
}).subscribe(({ account, transactions }) => {
|
||||
this.account = account;
|
||||
if (account?.status === 'CLOSED') {
|
||||
this.organizationService.getPartyClosure(partyId).subscribe({
|
||||
next: (closure: any) => (this.closure = closure),
|
||||
error: () => (this.closure = null)
|
||||
});
|
||||
}
|
||||
// Newest first, and within a day the later entry first - the order a passbook is read back in.
|
||||
this.transactions = (Array.isArray(transactions) ? transactions : []).sort(
|
||||
(a: any, b: any) =>
|
||||
String(b.transactionDate).localeCompare(String(a.transactionDate)) || Number(b.id) - Number(a.id)
|
||||
);
|
||||
this.isLoading = false;
|
||||
});
|
||||
}
|
||||
|
||||
/** The transactions in the chosen range - all of them when no range is set. */
|
||||
get shownTransactions(): any[] {
|
||||
const from = this.fromDateControl.value;
|
||||
const to = this.toDateControl.value;
|
||||
return this.transactions.filter((txn: any) => {
|
||||
const day = String(txn.transactionDate || '');
|
||||
if (from && day < String(from)) {
|
||||
return false;
|
||||
}
|
||||
if (to && day > String(to)) {
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
});
|
||||
}
|
||||
|
||||
get totalCredits(): number {
|
||||
return this.sumOf('CREDIT');
|
||||
}
|
||||
|
||||
get totalDebits(): number {
|
||||
return this.sumOf('DEBIT');
|
||||
}
|
||||
|
||||
private sumOf(direction: string): number {
|
||||
return this.shownTransactions
|
||||
.filter((txn: any) => txn.direction === direction)
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
/** Everything of one type ever credited, whatever the date filter says - for the summary cards. */
|
||||
totalOf(type: string): number {
|
||||
return this.transactions
|
||||
.filter((txn: any) => txn.transactionType === type && txn.direction === 'CREDIT')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
/** Interest credited, less any taken back on an early closure. */
|
||||
get interestEarned(): number {
|
||||
const recovered = this.transactions
|
||||
.filter((txn: any) => txn.transactionType === 'PREMATURE_INT_RECOVERY')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
return (
|
||||
this.totalOf('INTEREST_POST') +
|
||||
this.totalOf('OD_INTEREST_POST') +
|
||||
this.totalOf('PREMATURE_AGENT_TOP_UP') -
|
||||
recovered
|
||||
);
|
||||
}
|
||||
|
||||
/** Money that has left the account - payouts, withdrawals, transfers out. */
|
||||
get totalDebitsAll(): number {
|
||||
return this.transactions
|
||||
.filter((txn: any) => txn.direction === 'DEBIT' && txn.transactionType !== 'PREMATURE_INT_RECOVERY')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
get lastTransactionDate(): string | null {
|
||||
return this.transactions.length > 0 ? this.transactions[0].transactionDate : null;
|
||||
}
|
||||
|
||||
/** The rows on screen, as a spreadsheet the branch can keep or send on. */
|
||||
exportCsv(): void {
|
||||
const header = [
|
||||
'#',
|
||||
'ID',
|
||||
'Transaction Date',
|
||||
'Transaction Type',
|
||||
'Voucher',
|
||||
'Description',
|
||||
'Account',
|
||||
'Debit',
|
||||
'Credit',
|
||||
'Balance'
|
||||
];
|
||||
const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
|
||||
const lines = this.shownTransactions.map((txn: any, index: number) =>
|
||||
[
|
||||
index + 1,
|
||||
txn.id,
|
||||
txn.transactionDate,
|
||||
this.label(txn.transactionType),
|
||||
txn.voucherNo,
|
||||
txn.description,
|
||||
txn.accountNo,
|
||||
txn.direction === 'DEBIT' ? txn.amount : '',
|
||||
txn.direction === 'CREDIT' ? txn.amount : '',
|
||||
txn.balanceAfterTransaction
|
||||
]
|
||||
.map(quote)
|
||||
.join(',')
|
||||
);
|
||||
const blob = new Blob(
|
||||
[[
|
||||
header.map(quote).join(','),
|
||||
...lines
|
||||
].join('\r\n')],
|
||||
{ type: 'text/csv;charset=utf-8' }
|
||||
);
|
||||
const link = document.createElement('a');
|
||||
link.href = URL.createObjectURL(blob);
|
||||
link.download = `${this.account?.accountNo || 'dds-account'}-transactions.csv`;
|
||||
link.click();
|
||||
URL.revokeObjectURL(link.href);
|
||||
}
|
||||
|
||||
get hasDateFilters(): boolean {
|
||||
return !!(this.fromDateControl.value || this.toDateControl.value);
|
||||
}
|
||||
|
||||
showToday(): void {
|
||||
this.fromDateControl.setValue(this.today);
|
||||
this.toDateControl.setValue(this.today);
|
||||
}
|
||||
|
||||
clearDateFilters(): void {
|
||||
this.fromDateControl.setValue('');
|
||||
this.toDateControl.setValue('');
|
||||
}
|
||||
|
||||
label(type: string): string {
|
||||
return TRANSACTION_LABELS[type] || String(type || '').replace(/_/g, ' ');
|
||||
}
|
||||
|
||||
statusClass(): string {
|
||||
switch (this.account?.status) {
|
||||
case 'ACTIVE':
|
||||
return 'status--active';
|
||||
case 'CLOSED':
|
||||
return 'status--closed';
|
||||
default:
|
||||
return 'status--default';
|
||||
}
|
||||
}
|
||||
|
||||
back(): void {
|
||||
this.router.navigate(['/accounts/dds-accounts']);
|
||||
}
|
||||
|
||||
openInPartyMaster(): void {
|
||||
this.router.navigate([
|
||||
'/accounts/dds',
|
||||
this.account.id,
|
||||
'edit'
|
||||
]);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,211 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="acl-page">
|
||||
<!-- Header -->
|
||||
<div class="acl-header accent--rd">
|
||||
<div class="acl-header__icon">
|
||||
<fa-icon icon="coins"></fa-icon>
|
||||
</div>
|
||||
<div class="acl-header__text">
|
||||
<h2 class="acl-header__title">DDS Accounts</h2>
|
||||
<span class="acl-header__count">
|
||||
@if (isLoading) {
|
||||
Loading...
|
||||
} @else {
|
||||
{{ allCount }} accounts · {{ activeCount }} active · {{ closedCount }} closed
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Search Bar -->
|
||||
<div class="acl-search-wrap">
|
||||
<div class="acl-search">
|
||||
<fa-icon icon="search" class="acl-search__icon"></fa-icon>
|
||||
<input
|
||||
[formControl]="searchControl"
|
||||
class="acl-search__input"
|
||||
[placeholder]="
|
||||
searchType === 'accountNo' ? 'Search by account number or party code…' : 'Search by client name…'
|
||||
"
|
||||
/>
|
||||
@if (searchControl.value) {
|
||||
<button class="acl-search__clear" (click)="clearSearch()">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
<button
|
||||
class="acl-btn acl-btn--toggle"
|
||||
(click)="toggleSearchType()"
|
||||
[matTooltip]="'Switch to ' + (searchType === 'accountNo' ? 'client name' : 'account number') + ' search'"
|
||||
>
|
||||
<fa-icon icon="exchange-alt"></fa-icon>
|
||||
{{ searchType === 'accountNo' ? 'Acct No' : 'Client' }}
|
||||
</button>
|
||||
<button class="acl-btn acl-btn--icon" (click)="loadAccounts()" matTooltip="Refresh">
|
||||
<fa-icon icon="sync-alt"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Status: all accounts, only the open ones, or only the closed -->
|
||||
<div class="dds-status-filter" role="tablist">
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn"
|
||||
[class.is-on]="statusFilter === 'ALL'"
|
||||
(click)="setStatusFilter('ALL')"
|
||||
>
|
||||
All <span class="dds-status-filter__count">{{ allCount }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn dds-status-filter__btn--active"
|
||||
[class.is-on]="statusFilter === 'ACTIVE'"
|
||||
(click)="setStatusFilter('ACTIVE')"
|
||||
>
|
||||
Active <span class="dds-status-filter__count">{{ activeCount }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn dds-status-filter__btn--closed"
|
||||
[class.is-on]="statusFilter === 'CLOSED'"
|
||||
(click)="setStatusFilter('CLOSED')"
|
||||
>
|
||||
Closed <span class="dds-status-filter__count">{{ closedCount }}</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Date Filters: by the day the account was opened -->
|
||||
<div class="acl-filters">
|
||||
<div class="acl-filters__group">
|
||||
<div class="acl-datepick">
|
||||
<span class="acl-datepick__label">Opened From</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="acl-filters__arrow">
|
||||
<fa-icon icon="arrow-right"></fa-icon>
|
||||
</div>
|
||||
<div class="acl-datepick">
|
||||
<span class="acl-datepick__label">To</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="acl-filters__sep"></div>
|
||||
|
||||
<div class="acl-datepick acl-datepick--ason">
|
||||
<span class="acl-datepick__label">
|
||||
<fa-icon icon="clock"></fa-icon>
|
||||
As On Date
|
||||
</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="asOnDateControl" [max]="today" />
|
||||
</div>
|
||||
|
||||
@if (hasDateFilters) {
|
||||
<button class="acl-filters__clear" (click)="clearDateFilters()">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
Clear
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Table -->
|
||||
<div class="acl-card">
|
||||
@if (isLoading) {
|
||||
<div class="acl-state acl-state--loading">
|
||||
<mat-spinner diameter="32"></mat-spinner>
|
||||
<span>Loading accounts…</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isLoading && rows.length === 0) {
|
||||
<div class="acl-state acl-state--empty">
|
||||
<div class="acl-state__icon">
|
||||
<fa-icon icon="inbox"></fa-icon>
|
||||
</div>
|
||||
<p class="acl-state__title">No DDS accounts found</p>
|
||||
<p class="acl-state__sub">Try adjusting your search</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isLoading && rows.length > 0) {
|
||||
<div class="acl-table-wrap">
|
||||
<table mat-table [dataSource]="rows" class="acl-table">
|
||||
<ng-container matColumnDef="accountNo">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Account No</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<span class="acl-acct-no">{{ row.accountNo }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="depositType">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Type</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<span class="acl-type-badge dtype--rd">DDS</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="clientName">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Client</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<div class="acl-client">
|
||||
<div class="acl-client__avatar">{{ (row.clientName || row.partyName || '?')[0] }}</div>
|
||||
<span class="acl-client__name">{{ row.clientName || row.partyName }}</span>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="productName">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Product</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<span class="acl-product">{{ row.subType }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="balance">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--right">Balance</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--right">
|
||||
<span class="acl-balance">₹ {{ row.currentBalance || 0 | formatNumber }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="status">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Status</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<span class="acl-status" [ngClass]="getStatusClass(row)">{{ row.status }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="actions">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Actions</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<button class="acl-view-btn" (click)="$event.stopPropagation(); viewAccount(row)" matTooltip="View">
|
||||
<fa-icon icon="eye"></fa-icon>
|
||||
</button>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<tr mat-header-row *matHeaderRowDef="displayedColumns" class="acl-header-row"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: displayedColumns" class="acl-row" (click)="viewAccount(row)"></tr>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<mat-paginator
|
||||
[length]="totalRecords"
|
||||
[pageSize]="pageSize"
|
||||
[pageIndex]="pageIndex"
|
||||
[pageSizeOptions]="[10, 20, 50, 100]"
|
||||
(page)="onPageChange($event)"
|
||||
class="acl-paginator"
|
||||
showFirstLastButtons
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,56 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/* All / Active / Closed - which DDS accounts the list shows. */
|
||||
.dds-status-filter {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
margin: 0 0 12px;
|
||||
|
||||
&__btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
padding: 6px 14px;
|
||||
border: 1px solid rgb(0 0 0 / 12%);
|
||||
border-radius: 999px;
|
||||
background: #fff;
|
||||
color: rgb(0 0 0 / 70%);
|
||||
font-size: 0.85rem;
|
||||
font-weight: 500;
|
||||
cursor: pointer;
|
||||
|
||||
&.is-on {
|
||||
border-color: #1565c0;
|
||||
background: #e3f2fd;
|
||||
color: #0d47a1;
|
||||
}
|
||||
|
||||
&--active.is-on {
|
||||
border-color: #2e7d32;
|
||||
background: #e8f5e9;
|
||||
color: #1b5e20;
|
||||
}
|
||||
|
||||
&--closed.is-on {
|
||||
border-color: #c62828;
|
||||
background: #ffebee;
|
||||
color: #b71c1c;
|
||||
}
|
||||
}
|
||||
|
||||
&__count {
|
||||
min-width: 22px;
|
||||
padding: 0 6px;
|
||||
border-radius: 999px;
|
||||
background: rgb(0 0 0 / 8%);
|
||||
font-size: 0.75rem;
|
||||
text-align: center;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,265 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnDestroy, OnInit, inject } from '@angular/core';
|
||||
import { Router } from '@angular/router';
|
||||
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
||||
import { NgClass } from '@angular/common';
|
||||
import { MatPaginator, PageEvent } from '@angular/material/paginator';
|
||||
import {
|
||||
MatCell,
|
||||
MatCellDef,
|
||||
MatColumnDef,
|
||||
MatHeaderCell,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderRow,
|
||||
MatHeaderRowDef,
|
||||
MatRow,
|
||||
MatRowDef,
|
||||
MatTable
|
||||
} from '@angular/material/table';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { Subject, merge } from 'rxjs';
|
||||
import { debounceTime, distinctUntilChanged, takeUntil } from 'rxjs/operators';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/**
|
||||
* The DDS accounts, listed the way Savings Accounts lists savings: account number, client, product,
|
||||
* balance and status, searched by account number or client and narrowed by opening date. Each opens
|
||||
* onto the account's own page and its transactions.
|
||||
*
|
||||
* Read-only. Accounts are opened and changed from DDS Party Master; money moves through collections,
|
||||
* the cashier and the batch runs.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-accounts',
|
||||
templateUrl: './dds-accounts.component.html',
|
||||
// The Savings Accounts list's own look, so the two screens read as one family.
|
||||
styleUrls: [
|
||||
'../../accounts/accounts-list/accounts-list.component.scss',
|
||||
'./dds-accounts.component.scss'
|
||||
],
|
||||
standalone: true,
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
ReactiveFormsModule,
|
||||
NgClass,
|
||||
FaIconComponent,
|
||||
MatTable,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow,
|
||||
MatPaginator,
|
||||
MatTooltipModule,
|
||||
MatProgressSpinnerModule,
|
||||
FormatNumberPipe
|
||||
]
|
||||
})
|
||||
export class DdsAccountsComponent implements OnInit, OnDestroy {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private router = inject(Router);
|
||||
private destroy$ = new Subject<void>();
|
||||
|
||||
displayedColumns = [
|
||||
'accountNo',
|
||||
'depositType',
|
||||
'clientName',
|
||||
'productName',
|
||||
'balance',
|
||||
'status',
|
||||
'actions'
|
||||
];
|
||||
|
||||
/** Every DDS account, fetched once; search, dates and paging work on this. */
|
||||
private allAccounts: any[] = [];
|
||||
/** The accounts matching the search and dates, whatever their status - what the status counts read. */
|
||||
private beforeStatus: any[] = [];
|
||||
/** The accounts matching the search, dates and status, before paging. */
|
||||
private matching: any[] = [];
|
||||
|
||||
/** Which accounts are shown: all of them, only the open ones, or only the closed. */
|
||||
statusFilter: 'ALL' | 'ACTIVE' | 'CLOSED' = 'ALL';
|
||||
/** The page on screen. */
|
||||
rows: any[] = [];
|
||||
|
||||
pageSize = 20;
|
||||
pageIndex = 0;
|
||||
isLoading = false;
|
||||
|
||||
searchControl = new FormControl('');
|
||||
searchType: 'accountNo' | 'clientName' = 'accountNo';
|
||||
fromDateControl = new FormControl('');
|
||||
toDateControl = new FormControl('');
|
||||
asOnDateControl = new FormControl('');
|
||||
|
||||
readonly today = new Date().toISOString().split('T')[0];
|
||||
|
||||
get totalRecords(): number {
|
||||
return this.matching.length;
|
||||
}
|
||||
|
||||
get activeCount(): number {
|
||||
return this.beforeStatus.filter((account) => account.status === 'ACTIVE').length;
|
||||
}
|
||||
|
||||
get closedCount(): number {
|
||||
return this.beforeStatus.filter((account) => account.status === 'CLOSED').length;
|
||||
}
|
||||
|
||||
get allCount(): number {
|
||||
return this.beforeStatus.length;
|
||||
}
|
||||
|
||||
setStatusFilter(status: 'ALL' | 'ACTIVE' | 'CLOSED'): void {
|
||||
this.statusFilter = status;
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
get hasDateFilters(): boolean {
|
||||
return !!((this.fromDateControl.value && this.toDateControl.value) || this.asOnDateControl.value);
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
this.loadAccounts();
|
||||
|
||||
this.searchControl.valueChanges
|
||||
.pipe(debounceTime(300), distinctUntilChanged(), takeUntil(this.destroy$))
|
||||
.subscribe(() => {
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
});
|
||||
merge(this.fromDateControl.valueChanges, this.toDateControl.valueChanges, this.asOnDateControl.valueChanges)
|
||||
.pipe(debounceTime(300), takeUntil(this.destroy$))
|
||||
.subscribe(() => {
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
});
|
||||
}
|
||||
|
||||
ngOnDestroy(): void {
|
||||
this.destroy$.next();
|
||||
this.destroy$.complete();
|
||||
}
|
||||
|
||||
loadAccounts(): void {
|
||||
this.isLoading = true;
|
||||
this.organizationService
|
||||
.getParties()
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (parties: any) => {
|
||||
// Newest first, as the savings list shows them.
|
||||
this.allAccounts = (Array.isArray(parties) ? parties : parties?.pageItems || []).sort(
|
||||
(a: any, b: any) => Number(b.id) - Number(a.id)
|
||||
);
|
||||
this.isLoading = false;
|
||||
this.applyFilters();
|
||||
},
|
||||
error: () => {
|
||||
this.allAccounts = [];
|
||||
this.isLoading = false;
|
||||
this.applyFilters();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Search by account number or client, and by the day the account was opened. */
|
||||
private applyFilters(): void {
|
||||
const term = String(this.searchControl.value || '')
|
||||
.trim()
|
||||
.toLowerCase();
|
||||
const fromVal = this.fromDateControl.value;
|
||||
const toVal = this.toDateControl.value;
|
||||
const bothDates = !!(fromVal && toVal);
|
||||
const asOn = this.asOnDateControl.value;
|
||||
|
||||
this.beforeStatus = this.allAccounts.filter((account: any) => {
|
||||
if (term) {
|
||||
const haystack =
|
||||
this.searchType === 'accountNo'
|
||||
? `${account.accountNo || ''} ${account.partyCode || ''}`
|
||||
: `${account.clientName || ''} ${account.partyName || ''}`;
|
||||
if (!haystack.toLowerCase().includes(term)) {
|
||||
return false;
|
||||
}
|
||||
}
|
||||
const opened = String(account.openingDate || '');
|
||||
if (bothDates && opened && (opened < String(fromVal) || opened > String(toVal))) {
|
||||
return false;
|
||||
}
|
||||
// As on a date: the accounts that had been opened by then.
|
||||
if (asOn && opened && opened > String(asOn)) {
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
});
|
||||
this.matching =
|
||||
this.statusFilter === 'ALL'
|
||||
? this.beforeStatus
|
||||
: this.beforeStatus.filter((account: any) => account.status === this.statusFilter);
|
||||
this.showPage();
|
||||
}
|
||||
|
||||
private showPage(): void {
|
||||
const start = this.pageIndex * this.pageSize;
|
||||
this.rows = this.matching.slice(start, start + this.pageSize);
|
||||
}
|
||||
|
||||
onPageChange(event: PageEvent): void {
|
||||
this.pageIndex = event.pageIndex;
|
||||
this.pageSize = event.pageSize;
|
||||
this.showPage();
|
||||
}
|
||||
|
||||
toggleSearchType(): void {
|
||||
this.searchType = this.searchType === 'accountNo' ? 'clientName' : 'accountNo';
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
clearSearch(): void {
|
||||
this.searchControl.setValue('');
|
||||
}
|
||||
|
||||
clearDateFilters(): void {
|
||||
this.fromDateControl.setValue('', { emitEvent: false });
|
||||
this.toDateControl.setValue('', { emitEvent: false });
|
||||
this.asOnDateControl.setValue('', { emitEvent: false });
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
viewAccount(account: any): void {
|
||||
this.router.navigate([
|
||||
'/accounts/dds-accounts',
|
||||
account.id
|
||||
]);
|
||||
}
|
||||
|
||||
getStatusClass(account: any): string {
|
||||
switch (account?.status) {
|
||||
case 'ACTIVE':
|
||||
return 'status--active';
|
||||
case 'CLOSED':
|
||||
return 'status--closed';
|
||||
default:
|
||||
return 'status--default';
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,46 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
|
||||
/**
|
||||
* Whether the server held a DDS entry for a checker rather than carrying it out. The reply then
|
||||
* names the entry (commandId) and asks for the work to be rolled back, and carries no result of its own.
|
||||
*/
|
||||
export function heldForApproval(response: any): boolean {
|
||||
return !!response?.rollbackTransaction || (!!response?.commandId && response?.resourceId == null);
|
||||
}
|
||||
|
||||
/**
|
||||
* Tells the clerk their entry went to a checker - with the voucher it will move under - instead of
|
||||
* saying it was done. Nothing has moved yet, and a message that read as though it had would send them
|
||||
* looking for money that is still waiting on a manager.
|
||||
*/
|
||||
export function announceHeldForApproval(
|
||||
response: any,
|
||||
what: string,
|
||||
organizationService: OrganizationService,
|
||||
alertService: AlertService
|
||||
): void {
|
||||
const say = (voucherNo?: string) =>
|
||||
alertService.alert({
|
||||
type: 'Sent for Approval',
|
||||
message:
|
||||
`${what} sent for approval${voucherNo ? ' under voucher ' + voucherNo : ''}. ` +
|
||||
'It takes effect once a checker approves it in Approval Center › DDS Approvals.'
|
||||
});
|
||||
if (!response?.commandId) {
|
||||
say();
|
||||
return;
|
||||
}
|
||||
organizationService.getDdsApproval(response.commandId).subscribe({
|
||||
next: (entry: any) => say(entry?.voucherNo),
|
||||
error: () => say()
|
||||
});
|
||||
}
|
||||
+265
@@ -0,0 +1,265 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<!-- Laid out as Disbursement & Transfers reviews its requests, and styled by the same sheet. -->
|
||||
<div class="dri dri--dialog">
|
||||
<nav class="cashier-nav cashier-nav--clerk">
|
||||
<span class="dri-header-title">DDS {{ entry.type }} Review</span>
|
||||
<span class="cashier-nav__esc-hint" (click)="close()">✕ Close</span>
|
||||
</nav>
|
||||
|
||||
@if (loading) {
|
||||
<div class="dri-loading">
|
||||
<mat-icon class="dri-loading__icon">hourglass_empty</mat-icon>
|
||||
<span>Loading entry…</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dri-body">
|
||||
<!-- Header card: the voucher it moves under, its status, who made it and when -->
|
||||
<div class="dri-card dri-card--header">
|
||||
<div class="dri-card-header">
|
||||
<div class="dri-card-header__left">
|
||||
<span class="dri-voucher">{{ voucherNo || '—' }}</span>
|
||||
<span class="dri-status" [ngClass]="statusClass(entry.status)">
|
||||
{{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="dri-card-header__meta">
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>person</mat-icon>
|
||||
{{ entry.makerName || entry.maker }} ({{ entry.maker }})
|
||||
</span>
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>schedule</mat-icon>
|
||||
{{ formatDateTime(entry.madeOn) }}
|
||||
</span>
|
||||
@if (entry.status !== 'PENDING' && entry.checker) {
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
Actioned by: {{ entry.checkerName || entry.checker }}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Summary -->
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>swap_horiz</mat-icon>
|
||||
{{ entry.type }} Summary
|
||||
</div>
|
||||
<div class="dri-detail-grid">
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">Total Amount</span>
|
||||
<span class="dri-detail-value dri-amount">
|
||||
{{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">DR Accounts</span>
|
||||
<span class="dri-detail-value"
|
||||
>{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">CR Accounts</span>
|
||||
<span class="dri-detail-value"
|
||||
>{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="dri-detail-item dri-detail-item--full">
|
||||
<span class="dri-detail-label">Details</span>
|
||||
<span class="dri-detail-value">{{ entry.details || '—' }}</span>
|
||||
</div>
|
||||
@if (detail?.description) {
|
||||
<div class="dri-detail-item dri-detail-item--full">
|
||||
<span class="dri-detail-label">Description</span>
|
||||
<span class="dri-detail-value">{{ detail.description }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Debit entries -->
|
||||
@if (debitLines.length) {
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>arrow_upward</mat-icon>
|
||||
Debit Entries ({{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }} — funds out)
|
||||
</div>
|
||||
<table class="dri-cr-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Account No</th>
|
||||
<th>Account Name</th>
|
||||
<th>Type</th>
|
||||
<th class="num">Amount (DR)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (line of debitLines; track $index; let i = $index) {
|
||||
<tr>
|
||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
||||
<td>{{ line.accountName || '—' }}</td>
|
||||
<td>
|
||||
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
||||
</td>
|
||||
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="dri-cr-total-row">
|
||||
<td colspan="4" class="dri-cr-total-label">Total Debit</td>
|
||||
<td class="num dri-cr-total-amount">₹{{ total(debitLines) | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Credit entries -->
|
||||
@if (creditLines.length) {
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>arrow_downward</mat-icon>
|
||||
Credit Entries ({{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }} — funds in)
|
||||
</div>
|
||||
<table class="dri-cr-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Account No</th>
|
||||
<th>Account Name</th>
|
||||
<th>Type</th>
|
||||
<th class="num">Amount (CR)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (line of creditLines; track $index; let i = $index) {
|
||||
<tr>
|
||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
||||
<td>{{ line.accountName || '—' }}</td>
|
||||
<td>
|
||||
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
||||
</td>
|
||||
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="dri-cr-total-row">
|
||||
<td colspan="4" class="dri-cr-total-label">Total Credit</td>
|
||||
<td class="num dri-cr-total-amount">₹{{ total(creditLines) | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'PENDING' && isMine && !done) {
|
||||
<div class="dri-card dri-card--processing">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>info</mat-icon>
|
||||
Your own entry
|
||||
</div>
|
||||
<p class="dri-processing-text">
|
||||
You made this entry, so another user with checker rights has to approve or reject it.
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'REJECTED') {
|
||||
<div class="dri-card dri-card--rejected">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
Rejected
|
||||
</div>
|
||||
<p class="dri-rejection-text">
|
||||
Nothing was done{{ voucherNo ? '. Voucher ' + voucherNo + ' is cancelled and will not be used' : '' }}.
|
||||
</p>
|
||||
@if (entry.checker) {
|
||||
<div class="dri-meta-item" style="margin-top: 8px">
|
||||
<mat-icon>manage_accounts</mat-icon>
|
||||
{{ entry.checker }}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'APPROVED') {
|
||||
<div class="dri-card dri-card--approved">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
Approved and carried out
|
||||
</div>
|
||||
<p class="dri-txn-refs cell-mono">
|
||||
{{
|
||||
voucherNo
|
||||
? 'Voucher ' + voucherNo
|
||||
: entry.entity === 'DDSBATCH'
|
||||
? 'Posting is running - refresh for its voucher'
|
||||
: '—'
|
||||
}}
|
||||
</p>
|
||||
<div class="dri-meta-item" style="margin-top: 8px">
|
||||
<mat-icon>manage_accounts</mat-icon>
|
||||
Approved by: {{ entry.checker || '—' }}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (error) {
|
||||
<div class="dri-card dri-card--failed">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>error</mat-icon>
|
||||
Could not complete
|
||||
</div>
|
||||
<p class="dri-rejection-text">{{ error }}</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'PENDING' && !done) {
|
||||
<div class="dri-actions">
|
||||
@if (!confirmReject) {
|
||||
<button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
{{ working ? 'Processing…' : 'Approve ' + entry.type }}
|
||||
</button>
|
||||
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="confirmReject = true">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
Reject
|
||||
</button>
|
||||
} @else {
|
||||
<div class="dri-reject-form">
|
||||
<label class="dri-reject-label">
|
||||
Reject this entry? Nothing will be done{{
|
||||
voucherNo ? ' and voucher ' + voucherNo + ' will be cancelled' : ''
|
||||
}}.
|
||||
</label>
|
||||
<div class="dri-reject-actions">
|
||||
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="act('reject')">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
{{ working ? 'Processing…' : 'Confirm Rejection' }}
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dri-btn dri-btn--ghost"
|
||||
[disabled]="working"
|
||||
(click)="confirmReject = false"
|
||||
>
|
||||
Cancel
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,148 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/**
|
||||
* One DDS entry, laid out the way Disbursement & Transfers reviews a request - voucher and status on
|
||||
* top, who made it and when, then the debit and credit entries it moves - and styled by the same
|
||||
* sheet, so a checker reads both queues the same way.
|
||||
*
|
||||
* The checker approves it, which carries it out under the voucher numbered when it was sent, or
|
||||
* rejects it, which leaves nothing done and cancels that number. Neither is offered to the user who
|
||||
* made the entry, and the server refuses it as well.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-approval-review',
|
||||
templateUrl: './dds-approval-review.component.html',
|
||||
styleUrls: ['../../../clerk/disbursement-review/disbursement-review.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatIconModule
|
||||
]
|
||||
})
|
||||
export class DdsApprovalReviewComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dialogRef = inject(MatDialogRef<DdsApprovalReviewComponent>);
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
entry: any = this.data.entry;
|
||||
/** The entry in full, with the debit and credit sides it moves. */
|
||||
detail: any = null;
|
||||
loading = true;
|
||||
working = false;
|
||||
confirmReject = false;
|
||||
done = false;
|
||||
error = '';
|
||||
/** Set by an approval, in case the list row did not carry the number yet. */
|
||||
approvedVoucher = '';
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
private load(): void {
|
||||
this.organizationService.getDdsApproval(this.entry.id).subscribe({
|
||||
next: (detail: any) => {
|
||||
this.detail = detail;
|
||||
this.entry = { ...this.entry, ...detail };
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => (this.loading = false)
|
||||
});
|
||||
}
|
||||
|
||||
get voucherNo(): string {
|
||||
return this.approvedVoucher || this.entry?.voucherNo || '';
|
||||
}
|
||||
|
||||
get debitLines(): any[] {
|
||||
return (this.detail?.lines || []).filter((line: any) => line.side === 'DR');
|
||||
}
|
||||
|
||||
get creditLines(): any[] {
|
||||
return (this.detail?.lines || []).filter((line: any) => line.side === 'CR');
|
||||
}
|
||||
|
||||
total(lines: any[]): number {
|
||||
return lines.reduce((sum: number, line: any) => sum + Number(line.amount || 0), 0);
|
||||
}
|
||||
|
||||
get isMine(): boolean {
|
||||
return !!this.data.currentUserId && Number(this.entry.makerId) === Number(this.data.currentUserId);
|
||||
}
|
||||
|
||||
get canAct(): boolean {
|
||||
return this.entry.status === 'PENDING' && !this.isMine && !this.done && !this.working;
|
||||
}
|
||||
|
||||
statusClass(status: string): string {
|
||||
const map: Record<string, string> = {
|
||||
PENDING: 'dri-status--pending',
|
||||
APPROVED: 'dri-status--approved',
|
||||
REJECTED: 'dri-status--rejected'
|
||||
};
|
||||
return map[status] ?? '';
|
||||
}
|
||||
|
||||
act(command: 'approve' | 'reject'): void {
|
||||
this.working = true;
|
||||
this.error = '';
|
||||
this.organizationService.actOnDdsApproval(this.entry.id, command).subscribe({
|
||||
next: (result: any) => {
|
||||
this.working = false;
|
||||
this.done = true;
|
||||
this.approvedVoucher = result?.voucherNo || '';
|
||||
this.entry = {
|
||||
...this.entry,
|
||||
status: command === 'approve' ? 'APPROVED' : 'REJECTED',
|
||||
voucherCancelled: command === 'reject' && !!this.voucherNo
|
||||
};
|
||||
// The approved entry's sides are now the voucher's own lines.
|
||||
this.load();
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.working = false;
|
||||
const body = err?.error;
|
||||
this.error =
|
||||
body?.errors?.[0]?.defaultUserMessage ||
|
||||
body?.defaultUserMessage ||
|
||||
body?.developerMessage ||
|
||||
'Could not complete this.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** The same form Disbursement & Transfers prints its times in: 29 Sept 2026, 01:25 pm. */
|
||||
formatDateTime(val: any): string {
|
||||
if (!val) {
|
||||
return '—';
|
||||
}
|
||||
const d = new Date(String(val).replace(' ', 'T'));
|
||||
return isNaN(d.getTime())
|
||||
? String(val)
|
||||
: d.toLocaleString('en-IN', {
|
||||
day: '2-digit',
|
||||
month: 'short',
|
||||
year: 'numeric',
|
||||
hour: '2-digit',
|
||||
minute: '2-digit'
|
||||
});
|
||||
}
|
||||
|
||||
close(): void {
|
||||
this.dialogRef.close(this.done);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,176 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="cv-tab-content wri-tab">
|
||||
<div class="wri-action-bar">
|
||||
<div class="wri-action-bar__left">
|
||||
<mat-icon class="wri-action-bar__icon">savings</mat-icon>
|
||||
<div>
|
||||
<div class="wri-action-bar__title">DDS Approvals</div>
|
||||
<div class="wri-action-bar__sub">
|
||||
Review, approve or reject DDS entries - transfers, payouts, early closures, receipts applied and postings.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wri-filter-bar">
|
||||
<select class="wri-filter-select" [(ngModel)]="filterStatus" (change)="onFilterChange()">
|
||||
@for (opt of statusOptions; track opt.value) {
|
||||
<option [value]="opt.value">{{ opt.label }}</option>
|
||||
}
|
||||
</select>
|
||||
|
||||
<span class="wri-fb-sep"></span>
|
||||
|
||||
<div class="wri-presets">
|
||||
@for (p of datePresets; track p.key) {
|
||||
<button
|
||||
type="button"
|
||||
class="wri-preset-chip"
|
||||
[class.wri-preset-chip--active]="activePreset === p.key"
|
||||
(click)="applyPreset(p.key)"
|
||||
>
|
||||
{{ p.label }}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<span class="wri-fb-sep"></span>
|
||||
|
||||
<div class="wri-date-range">
|
||||
<div class="wri-date-box">
|
||||
<span class="wri-date-box__lbl">From</span>
|
||||
<input
|
||||
class="wri-date-box__input"
|
||||
[matDatepicker]="fromPicker"
|
||||
[(ngModel)]="fromDate"
|
||||
[max]="maxDate"
|
||||
(dateChange)="onFromDateChange()"
|
||||
readonly
|
||||
/>
|
||||
<button type="button" class="wri-date-box__btn" (click)="fromPicker.open()">
|
||||
<mat-icon>event</mat-icon>
|
||||
</button>
|
||||
<mat-datepicker #fromPicker></mat-datepicker>
|
||||
</div>
|
||||
<span class="wri-date-range__sep">—</span>
|
||||
<div class="wri-date-box">
|
||||
<span class="wri-date-box__lbl">To</span>
|
||||
<input
|
||||
class="wri-date-box__input"
|
||||
[matDatepicker]="toPicker"
|
||||
[(ngModel)]="toDate"
|
||||
[min]="fromDate"
|
||||
[max]="maxDate"
|
||||
(dateChange)="onToDateChange()"
|
||||
readonly
|
||||
/>
|
||||
<button type="button" class="wri-date-box__btn" (click)="toPicker.open()">
|
||||
<mat-icon>event</mat-icon>
|
||||
</button>
|
||||
<mat-datepicker #toPicker></mat-datepicker>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<button type="button" class="wri-btn wri-btn--refresh" (click)="load()" [disabled]="loading">
|
||||
<mat-icon>refresh</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (loading) {
|
||||
<div class="empty-state">
|
||||
<p class="empty-title">Loading…</p>
|
||||
</div>
|
||||
} @else if (loaded && entries.length === 0) {
|
||||
<div class="empty-state">
|
||||
<i class="fas fa-inbox empty-icon"></i>
|
||||
<p class="empty-title">No DDS entries</p>
|
||||
<p class="empty-text">
|
||||
@if (filterStatus === 'PENDING') {
|
||||
There are no DDS entries waiting for approval.
|
||||
} @else {
|
||||
No {{ filterStatus | lowercase }} DDS entries found.
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="wri-table-wrap">
|
||||
<table class="wri-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="wri-th-id">Voucher No</th>
|
||||
<th>Type</th>
|
||||
<th>Account / Details</th>
|
||||
<th class="num">Amount</th>
|
||||
<th>Entries</th>
|
||||
<th>Clerk</th>
|
||||
<th>Reviewed By</th>
|
||||
<th>Submitted At</th>
|
||||
<th>Status</th>
|
||||
<th class="wri-th-action">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (e of pagedEntries; track e.id) {
|
||||
<tr class="wri-row" (click)="review(e)">
|
||||
<td class="cell-mono wri-voucher">
|
||||
{{ e.voucherNo || '—' }}
|
||||
@if (e.voucherCancelled) {
|
||||
<span class="wri-gl-name">(cancelled)</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<span class="wri-credit-badge" [style.background]="typeColor(e)">{{ e.type }}</span>
|
||||
</td>
|
||||
<td>
|
||||
<span class="wri-gl-name">{{ e.details || '—' }}</span>
|
||||
</td>
|
||||
<td class="num wri-amount">
|
||||
{{ e.amount !== null && e.amount !== undefined ? '₹' + (e.amount | number: '1.2-2') : '—' }}
|
||||
</td>
|
||||
<td class="wri-credit-count">
|
||||
@if (e.entries) {
|
||||
<span class="wri-credit-badge">{{ e.entries }} account{{ e.entries !== 1 ? 's' : '' }}</span>
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
{{ e.makerName || e.maker || '—' }}
|
||||
@if (isMine(e) && e.status === 'PENDING') {
|
||||
<span class="wri-gl-name">(you)</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ e.status === 'PENDING' ? '—' : e.checkerName || e.checker || '—' }}</td>
|
||||
<td class="wri-dt">{{ formatDateTime(e.madeOn) }}</td>
|
||||
<td>
|
||||
<span class="wri-status" [ngClass]="statusClass(e.status)">{{ e.status | titlecase }}</span>
|
||||
</td>
|
||||
<td class="wri-action-cell" (click)="$event.stopPropagation()">
|
||||
<button type="button" class="wri-btn wri-btn--review" (click)="review(e)">
|
||||
<mat-icon>rate_review</mat-icon>
|
||||
Review
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<mat-paginator
|
||||
[length]="entries.length"
|
||||
[pageSize]="pageSize"
|
||||
[pageSizeOptions]="pageSizeOptions"
|
||||
[pageIndex]="pageIndex"
|
||||
showFirstLastButtons
|
||||
(page)="onPageChange($event)"
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,215 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { MatNativeDateModule } from '@angular/material/core';
|
||||
import { MatDatepickerModule } from '@angular/material/datepicker';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
||||
import { DdsApprovalReviewComponent } from './dds-approval-review/dds-approval-review.component';
|
||||
|
||||
/**
|
||||
* Approval Center › DDS Approvals: every DDS entry waiting on a checker, in the clerk's terms - what
|
||||
* it does, on which accounts, for how much - and, once approved, the voucher it moved under.
|
||||
*
|
||||
* Laid out like Disbursement & Transfers beside it, and sharing its styles, so the two queues read the
|
||||
* same way. The entries are the platform's own maker-checker entries; approving one here carries it out.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-approvals',
|
||||
templateUrl: './dds-approvals.component.html',
|
||||
styleUrls: ['../../tasks/checker-inbox-and-tasks-tabs/disbursement-requests/disbursement-requests.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule,
|
||||
MatPaginatorModule,
|
||||
MatNativeDateModule,
|
||||
MatDatepickerModule
|
||||
]
|
||||
})
|
||||
export class DdsApprovalsComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private authenticationService = inject(AuthenticationService);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
entries: any[] = [];
|
||||
pageSize = 20;
|
||||
pageIndex = 0;
|
||||
readonly pageSizeOptions = [
|
||||
10,
|
||||
20,
|
||||
50
|
||||
];
|
||||
|
||||
/** The page of entries on screen. */
|
||||
get pagedEntries(): any[] {
|
||||
const start = this.pageIndex * this.pageSize;
|
||||
return this.entries.slice(start, start + this.pageSize);
|
||||
}
|
||||
|
||||
onPageChange(event: PageEvent): void {
|
||||
this.pageSize = event.pageSize;
|
||||
this.pageIndex = event.pageIndex;
|
||||
}
|
||||
filterStatus = 'PENDING';
|
||||
fromDate: Date | null = null;
|
||||
toDate: Date | null = null;
|
||||
maxDate!: Date;
|
||||
activePreset = 'today';
|
||||
loading = false;
|
||||
loaded = false;
|
||||
|
||||
readonly currentUserId = this.authenticationService.getCredentials()?.userId;
|
||||
|
||||
readonly statusOptions = [
|
||||
{ value: 'PENDING', label: 'Pending' },
|
||||
{ value: 'APPROVED', label: 'Approved' },
|
||||
{ value: 'REJECTED', label: 'Rejected' }
|
||||
];
|
||||
|
||||
readonly datePresets = [
|
||||
{ key: 'today', label: 'Today' },
|
||||
{ key: 'week', label: 'This Week' },
|
||||
{ key: 'month', label: 'This Month' },
|
||||
{ key: 'all', label: 'All' }
|
||||
];
|
||||
|
||||
ngOnInit(): void {
|
||||
const today = new Date(this.settingsService.businessDate || new Date());
|
||||
today.setHours(0, 0, 0, 0);
|
||||
this.maxDate = today;
|
||||
this.applyPreset('today');
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.organizationService
|
||||
.getDdsApprovals(this.filterStatus, this.isoDate(this.fromDate), this.isoDate(this.toDate))
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((rows: any) => {
|
||||
this.entries = Array.isArray(rows) ? rows : [];
|
||||
this.pageIndex = 0;
|
||||
this.loading = false;
|
||||
this.loaded = true;
|
||||
});
|
||||
}
|
||||
|
||||
onFilterChange(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
onFromDateChange(): void {
|
||||
this.activePreset = '';
|
||||
if (this.fromDate && this.toDate && this.fromDate > this.toDate) {
|
||||
this.toDate = new Date(this.fromDate);
|
||||
}
|
||||
this.load();
|
||||
}
|
||||
|
||||
onToDateChange(): void {
|
||||
this.activePreset = '';
|
||||
this.load();
|
||||
}
|
||||
|
||||
applyPreset(key: string): void {
|
||||
this.activePreset = key;
|
||||
const today = new Date(this.settingsService.businessDate || new Date());
|
||||
today.setHours(0, 0, 0, 0);
|
||||
if (key === 'today') {
|
||||
this.fromDate = new Date(today);
|
||||
this.toDate = new Date(today);
|
||||
} else if (key === 'week') {
|
||||
const start = new Date(today);
|
||||
start.setDate(today.getDate() - today.getDay());
|
||||
this.fromDate = start;
|
||||
this.toDate = new Date(today);
|
||||
} else if (key === 'month') {
|
||||
this.fromDate = new Date(today.getFullYear(), today.getMonth(), 1);
|
||||
this.toDate = new Date(today);
|
||||
} else {
|
||||
this.fromDate = null;
|
||||
this.toDate = null;
|
||||
}
|
||||
this.load();
|
||||
}
|
||||
|
||||
review(entry: any): void {
|
||||
this.dialog
|
||||
.open(DdsApprovalReviewComponent, { data: { entry, currentUserId: this.currentUserId }, autoFocus: false })
|
||||
.afterClosed()
|
||||
// However the dialog was closed - its Close button, a click outside, Esc - the list is read
|
||||
// again, so an entry just approved or rejected leaves the Pending list at once.
|
||||
.subscribe(() => this.load());
|
||||
}
|
||||
|
||||
/** Whose entry it is - a checker cannot pass their own. */
|
||||
isMine(entry: any): boolean {
|
||||
return !!this.currentUserId && Number(entry.makerId) === Number(this.currentUserId);
|
||||
}
|
||||
|
||||
statusClass(status: string): string {
|
||||
const map: Record<string, string> = {
|
||||
PENDING: 'wri-status--pending',
|
||||
APPROVED: 'wri-status--approved',
|
||||
REJECTED: 'wri-status--rejected'
|
||||
};
|
||||
return map[status] ?? '';
|
||||
}
|
||||
|
||||
typeColor(entry: any): string {
|
||||
const map: Record<string, string> = {
|
||||
Transfer: '#e3f2fd',
|
||||
'Apply Receipt': '#fce4ec'
|
||||
};
|
||||
if (String(entry.type).startsWith('Premature')) {
|
||||
return '#fff3e0';
|
||||
}
|
||||
if (String(entry.type).startsWith('Maturity')) {
|
||||
return '#e8f5e9';
|
||||
}
|
||||
if (String(entry.type).startsWith('Post')) {
|
||||
return '#ede7f6';
|
||||
}
|
||||
return map[entry.type] ?? '#f5f5f5';
|
||||
}
|
||||
|
||||
formatDateTime(val: any): string {
|
||||
if (!val) {
|
||||
return '—';
|
||||
}
|
||||
const d = new Date(String(val).replace(' ', 'T'));
|
||||
return isNaN(d.getTime())
|
||||
? String(val)
|
||||
: d.toLocaleString('en-IN', {
|
||||
day: '2-digit',
|
||||
month: 'short',
|
||||
year: 'numeric',
|
||||
hour: '2-digit',
|
||||
minute: '2-digit'
|
||||
});
|
||||
}
|
||||
|
||||
private isoDate(d: Date | null): string | undefined {
|
||||
if (!d) {
|
||||
return undefined;
|
||||
}
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,33 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="dr-container">
|
||||
<div class="dr-header">
|
||||
<button mat-stroked-button [routerLink]="['../']" class="dr-back">
|
||||
<i class="fas fa-arrow-left"></i> Deposits
|
||||
</button>
|
||||
<h2 class="dr-header__title">DDS Reports</h2>
|
||||
</div>
|
||||
|
||||
@for (group of reportGroups; track group.title) {
|
||||
<div class="dr-group">
|
||||
<div class="dr-group__title">{{ group.title }}</div>
|
||||
<div class="dr-grid">
|
||||
@for (report of group.reports; track report) {
|
||||
<a class="dr-card" [routerLink]="['view', report]">
|
||||
<div class="dr-card__icon">
|
||||
<i class="fas fa-file-alt"></i>
|
||||
</div>
|
||||
<div class="dr-card__title">{{ report }}</div>
|
||||
<i class="fas fa-chevron-right dr-card__arrow"></i>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,97 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.dr-container {
|
||||
max-width: 1080px;
|
||||
margin: 0 auto;
|
||||
padding: 24px 16px;
|
||||
}
|
||||
|
||||
.dr-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 24px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.dr-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dr-group {
|
||||
margin-bottom: 24px;
|
||||
|
||||
&__title {
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.05em;
|
||||
color: $primary;
|
||||
font-weight: 700;
|
||||
margin-bottom: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
.dr-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.dr-card {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border: 1px solid rgb(0 0 0 / 8%);
|
||||
border-radius: 8px;
|
||||
padding: 12px 14px;
|
||||
text-decoration: none;
|
||||
color: inherit;
|
||||
transition: box-shadow 0.15s ease;
|
||||
|
||||
&:hover {
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
&__icon {
|
||||
color: $primary;
|
||||
font-size: 16px;
|
||||
flex: none;
|
||||
}
|
||||
|
||||
&__title {
|
||||
flex: 1;
|
||||
font-size: 13px;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
&__arrow {
|
||||
color: rgb(0 0 0 / 30%);
|
||||
font-size: 12px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
.dr-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 600px) {
|
||||
.dr-grid {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,73 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component } from '@angular/core';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
* DDS Reports hub component.
|
||||
*
|
||||
* Lists every DDS report from the legacy Reports menu, grouped the same
|
||||
* way (As-On-Date, Interest, Daily/Balance/Master, Transaction). Each
|
||||
* links to the shared report viewer, parameterised by report name.
|
||||
*
|
||||
* UI only for now: no report actually queries the backend yet — see
|
||||
* ReportViewerComponent.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-reports',
|
||||
templateUrl: './dds-reports.component.html',
|
||||
styleUrls: ['./dds-reports.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class DdsReportsComponent {
|
||||
reportGroups = [
|
||||
{
|
||||
title: 'As On Date',
|
||||
reports: [
|
||||
'Supplementary-DDS (As On)',
|
||||
'Agent Check List',
|
||||
'Party Check List-As On',
|
||||
'Party Balance',
|
||||
'Agent Wise Balance',
|
||||
'Agent Wise Monthly Collection',
|
||||
'Commission Register',
|
||||
'Collection Summary Agent Wise',
|
||||
'Close Party Ac Register',
|
||||
'Agent Partywise Daily Collection',
|
||||
'Daily Collection Balance',
|
||||
'Interest Certificate',
|
||||
'Mature Date Wise Report'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Interest',
|
||||
reports: [
|
||||
'Party Int. Register',
|
||||
'Commission Register'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Daily / Balance / Master',
|
||||
reports: [
|
||||
'Daily Collection Report',
|
||||
'Balance Summary',
|
||||
'Master Data Export'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Transaction',
|
||||
reports: ['Transaction Register']
|
||||
},
|
||||
{
|
||||
title: 'Statements',
|
||||
reports: ['Agent Commission Statement']
|
||||
}
|
||||
];
|
||||
}
|
||||
@@ -0,0 +1,148 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="rv-container">
|
||||
<div class="rv-header">
|
||||
<button mat-stroked-button [routerLink]="['../../']" class="rv-back">
|
||||
<i class="fas fa-arrow-left"></i> DDS Reports
|
||||
</button>
|
||||
<h2 class="rv-header__title">{{ reportName }}</h2>
|
||||
</div>
|
||||
|
||||
<div class="rv-card">
|
||||
<form [formGroup]="filterForm">
|
||||
<!-- Only the filters this report's query actually reads are offered. One that changed nothing
|
||||
would read as a report ignoring what it was asked. -->
|
||||
@if (!hasNoFilters) {
|
||||
<div class="rv-grid">
|
||||
@if (usesDate) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>{{ dateLabel }} — from</mat-label>
|
||||
<input matInput required [matDatepicker]="fromPicker" formControlName="fromDate" />
|
||||
<mat-datepicker-toggle matIconSuffix [for]="fromPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #fromPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>{{ dateLabel }} — to</mat-label>
|
||||
<input matInput required [matDatepicker]="toPicker" formControlName="toDate" />
|
||||
<mat-datepicker-toggle matIconSuffix [for]="toPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #toPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (usesAgent) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Agent From</mat-label>
|
||||
<input matInput type="number" formControlName="agentFrom" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Agent To</mat-label>
|
||||
<input matInput type="number" formControlName="agentTo" />
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (usesParty) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Party From</mat-label>
|
||||
<input matInput type="number" formControlName="partyFrom" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Party To</mat-label>
|
||||
<input matInput type="number" formControlName="partyTo" />
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="rv-action-bar">
|
||||
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||
<!-- A report with nothing to fill in has already run itself; the button then only offers to
|
||||
fetch the figures again, which is what it is called. -->
|
||||
<button mat-raised-button color="primary" type="button" [disabled]="filterForm.invalid" (click)="runReport()">
|
||||
<i class="fas" [class.fa-play]="!hasNoFilters" [class.fa-rotate-right]="hasNoFilters"></i>
|
||||
{{ hasNoFilters ? 'Refresh' : 'Run Report' }}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (hasRun) {
|
||||
<div class="rv-results">
|
||||
@if (!available) {
|
||||
<p class="rv-empty">{{ unavailableMessage }}</p>
|
||||
} @else if (rows.length === 0) {
|
||||
<p class="rv-empty">No rows matched these filters.</p>
|
||||
} @else {
|
||||
<!-- Laid out as the legacy statement printed it: a heading naming the report and the
|
||||
period, numbered rows, and a total under every money column. -->
|
||||
<div class="rv-statement">
|
||||
<div class="rv-statement__head">
|
||||
<h3 class="rv-statement__title">{{ reportName }}</h3>
|
||||
@if (usesDate) {
|
||||
<p class="rv-statement__period">
|
||||
{{ dateLabel | lowercase }} {{ ranFromDate | dateFormat }} and
|
||||
{{ ranToDate | dateFormat }}
|
||||
</p>
|
||||
} @else {
|
||||
<p class="rv-statement__period">as on {{ ranOnDate | dateFormat }}</p>
|
||||
}
|
||||
<button mat-stroked-button type="button" class="rv-print" (click)="print()">
|
||||
<i class="fas fa-print"></i> Print
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="rv-table-scroll">
|
||||
<table class="rv-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="rv-sr">#</th>
|
||||
@for (column of columns; track column) {
|
||||
<th [class.rv-num]="isAmountColumn(column)">{{ column }}</th>
|
||||
}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (row of rows; track $index) {
|
||||
<tr>
|
||||
<td class="rv-sr">{{ $index + 1 }}</td>
|
||||
@for (column of columns; track column) {
|
||||
<td [class.rv-num]="isAmountColumn(column)">{{ cell(row, column) }}</td>
|
||||
}
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
@if (hasTotalledColumn) {
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td class="rv-sr"></td>
|
||||
@for (column of columns; track column; let first = $first) {
|
||||
<td [class.rv-num]="isAmountColumn(column)">
|
||||
@if (first) {
|
||||
Total :
|
||||
} @else if (isTotalledColumn(column)) {
|
||||
{{ columnTotal(column) }}
|
||||
}
|
||||
</td>
|
||||
}
|
||||
</tr>
|
||||
</tfoot>
|
||||
}
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<p class="rv-statement__count">
|
||||
{{ rows.length }} {{ rows.length === 1 ? 'row' : 'rows' }}
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,190 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.rv-container {
|
||||
max-width: 1100px;
|
||||
margin: 0 auto;
|
||||
padding: 24px 16px;
|
||||
}
|
||||
|
||||
.rv-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.rv-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.rv-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
padding: 20px 24px 24px;
|
||||
}
|
||||
|
||||
.rv-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 8px 16px;
|
||||
}
|
||||
|
||||
.rv-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.rv-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.rv-results {
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.rv-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0;
|
||||
text-align: center;
|
||||
padding: 24px 0;
|
||||
}
|
||||
|
||||
.rv-table-scroll {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.rv-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
white-space: nowrap;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
padding: 8px 10px;
|
||||
border-bottom: 2px solid rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 8px 10px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
}
|
||||
|
||||
/* Figures line up column-wise so a wrong order of magnitude is visible at a glance. */
|
||||
.rv-num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
/* The row number down the left, as the printed statement carried it. */
|
||||
.rv-sr {
|
||||
width: 1%;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
font-style: italic;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
tfoot td {
|
||||
border-bottom: none;
|
||||
border-top: 2px solid rgb(0 0 0 / 20%);
|
||||
font-weight: 600;
|
||||
padding-top: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
/* ---- the statement block: heading, table, footer count ---- */
|
||||
|
||||
.rv-action-bar i {
|
||||
margin-right: 6px;
|
||||
}
|
||||
|
||||
.rv-statement__head {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 12px;
|
||||
margin-bottom: 14px;
|
||||
}
|
||||
|
||||
.rv-statement__title {
|
||||
margin: 0;
|
||||
font-size: 17px;
|
||||
font-weight: 600;
|
||||
flex: 0 0 auto;
|
||||
}
|
||||
|
||||
.rv-statement__period {
|
||||
margin: 0;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.rv-print {
|
||||
margin-left: auto;
|
||||
|
||||
i {
|
||||
margin-right: 6px;
|
||||
}
|
||||
}
|
||||
|
||||
.rv-statement__count {
|
||||
margin: 10px 0 0;
|
||||
font-size: 12px;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
/* Printing a statement should give the statement, not the screen around it. */
|
||||
@media print {
|
||||
.rv-header,
|
||||
.rv-grid,
|
||||
.rv-action-bar,
|
||||
.rv-print {
|
||||
display: none !important;
|
||||
}
|
||||
|
||||
.rv-card {
|
||||
box-shadow: none;
|
||||
padding: 0;
|
||||
}
|
||||
|
||||
.rv-table-scroll {
|
||||
overflow-x: visible;
|
||||
}
|
||||
|
||||
.rv-table {
|
||||
white-space: normal;
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
.rv-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,346 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
|
||||
/**
|
||||
* Generic DDS report viewer.
|
||||
*
|
||||
* One shared screen for all 13+ DDS reports — the report name comes from
|
||||
* the route and is mapped to a backend report key. Every report in the
|
||||
* legacy system shared the same basic filter shape (date, agent range,
|
||||
* party range), so this avoids building a bespoke screen per report - the
|
||||
* backend returns a generic {columns, rows} shape this renders as one
|
||||
* table regardless of which report it is.
|
||||
*
|
||||
* One legacy report (Close Party Ac Register) has no corresponding data in
|
||||
* the backend yet - Party accounts have no closed/open status at all. Run
|
||||
* Report still calls through, and the backend's `available: false` +
|
||||
* message is shown instead of a table.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-report-viewer',
|
||||
templateUrl: './report-viewer.component.html',
|
||||
styleUrls: ['./report-viewer.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class ReportViewerComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
private static readonly REPORT_KEYS: Record<string, string> = {
|
||||
'Supplementary-DDS (As On)': 'SUPPLEMENTARY_DDS',
|
||||
'Agent Check List': 'AGENT_CHECK_LIST',
|
||||
'Party Check List-As On': 'PARTY_CHECK_LIST',
|
||||
'Party Balance': 'PARTY_BALANCE',
|
||||
'Agent Wise Balance': 'AGENT_WISE_BALANCE',
|
||||
'Agent Wise Monthly Collection': 'AGENT_WISE_MONTHLY_COLLECTION',
|
||||
'Commission Register': 'COMMISSION_REGISTER',
|
||||
'Collection Summary Agent Wise': 'COLLECTION_SUMMARY_AGENT_WISE',
|
||||
'Close Party Ac Register': 'CLOSE_PARTY_AC_REGISTER',
|
||||
'Agent Partywise Daily Collection': 'AGENT_PARTYWISE_DAILY_COLLECTION',
|
||||
'Daily Collection Balance': 'DAILY_COLLECTION_REPORT',
|
||||
'Interest Certificate': 'INTEREST_CERTIFICATE',
|
||||
'Mature Date Wise Report': 'MATURE_DATE_WISE',
|
||||
'Party Int. Register': 'PARTY_INTEREST_REGISTER',
|
||||
'Daily Collection Report': 'DAILY_COLLECTION_REPORT',
|
||||
'Balance Summary': 'BALANCE_SUMMARY',
|
||||
'Master Data Export': 'MASTER_DATA_EXPORT',
|
||||
'Transaction Register': 'TRANSACTION_REGISTER',
|
||||
'Agent Commission Statement': 'AGENT_COMMISSION_STATEMENT'
|
||||
};
|
||||
|
||||
/**
|
||||
* Which filters each report actually uses, and what its date range means.
|
||||
*
|
||||
* Every report used to be offered the same six filters whether it read them or not — so a date
|
||||
* range could be typed on the Agent Check List, which has no date in its query at all, and the
|
||||
* same rows would come back however it was set. A filter that changes nothing is worse than no
|
||||
* filter: it reads as a report that ignores what it was asked.
|
||||
*
|
||||
* Kept in step with the backend by hand; the source of truth is the switch in
|
||||
* `DdsReportReadPlatformServiceImpl.runReport`.
|
||||
*/
|
||||
private static readonly REPORT_FILTERS: Record<string, { date?: string; agent?: boolean; party?: boolean }> = {
|
||||
AGENT_CHECK_LIST: {},
|
||||
PARTY_CHECK_LIST: { agent: true, party: true },
|
||||
PARTY_BALANCE: { agent: true, party: true },
|
||||
AGENT_WISE_BALANCE: { agent: true },
|
||||
BALANCE_SUMMARY: { agent: true, party: true },
|
||||
MASTER_DATA_EXPORT: { agent: true, party: true },
|
||||
|
||||
AGENT_WISE_MONTHLY_COLLECTION: { date: 'Collected between', agent: true },
|
||||
COLLECTION_SUMMARY_AGENT_WISE: { date: 'Collected between', agent: true },
|
||||
DAILY_COLLECTION_REPORT: { date: 'Collected between', agent: true },
|
||||
AGENT_PARTYWISE_DAILY_COLLECTION: { date: 'Collected between', agent: true, party: true },
|
||||
SUPPLEMENTARY_DDS: { date: 'Collected between', agent: true, party: true },
|
||||
|
||||
COMMISSION_REGISTER: { date: 'Posted between', agent: true },
|
||||
AGENT_COMMISSION_STATEMENT: { date: 'Posted between' },
|
||||
PARTY_INTEREST_REGISTER: { date: 'Posted between', party: true },
|
||||
INTEREST_CERTIFICATE: { date: 'Interest earned between', agent: true, party: true },
|
||||
|
||||
TRANSACTION_REGISTER: { date: 'Transacted between', agent: true, party: true },
|
||||
CLOSE_PARTY_AC_REGISTER: { date: 'Closed between', agent: true, party: true },
|
||||
MATURE_DATE_WISE: { date: 'Maturing between', agent: true, party: true }
|
||||
};
|
||||
|
||||
reportName: string = this.route.snapshot.paramMap.get('reportName') || 'Report';
|
||||
|
||||
hasRun = false;
|
||||
available = true;
|
||||
unavailableMessage = '';
|
||||
columns: string[] = [];
|
||||
rows: Array<Record<string, any>> = [];
|
||||
|
||||
/** The range the rows on screen were actually fetched for — not whatever the filter says now. */
|
||||
ranFromDate: Date | null = null;
|
||||
ranToDate: Date | null = null;
|
||||
|
||||
/** When a report carries no date range, the moment it was run is what dates its figures. */
|
||||
ranOnDate: Date | null = null;
|
||||
|
||||
private static readonly MONEY = new Intl.NumberFormat('en-IN', {
|
||||
minimumFractionDigits: 2,
|
||||
maximumFractionDigits: 2
|
||||
});
|
||||
|
||||
private static readonly DATE = new Intl.DateTimeFormat('en-GB', {
|
||||
day: '2-digit',
|
||||
month: '2-digit',
|
||||
year: 'numeric'
|
||||
});
|
||||
|
||||
/**
|
||||
* One cell, rendered the way a printed statement shows it.
|
||||
*
|
||||
* Dates arrive from the platform as `[yyyy, m, d]` and numbers as raw decimals, so printing them
|
||||
* as they come gives "2026,9,2" and "10052.6" — unreadable on a statement someone checks figures
|
||||
* against. Amounts get Indian grouping and two decimals; identifiers that merely look numeric
|
||||
* (account numbers, codes) are left alone, since grouping them would corrupt them.
|
||||
*/
|
||||
cell(row: Record<string, any>, column: string): string {
|
||||
const value = row[column];
|
||||
|
||||
if (value === null || value === undefined || value === '') {
|
||||
return '—';
|
||||
}
|
||||
if (Array.isArray(value) && value.length >= 3) {
|
||||
return ReportViewerComponent.DATE.format(new Date(value[0], value[1] - 1, value[2]));
|
||||
}
|
||||
if (this.isAmountColumn(column) && typeof value === 'number') {
|
||||
return ReportViewerComponent.MONEY.format(value);
|
||||
}
|
||||
return String(value);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether a column holds money, and so should be right-aligned with two decimals.
|
||||
*
|
||||
* Decided from the column's name rather than its values: a count column and an account-number
|
||||
* column are both numbers, and neither reads as an amount.
|
||||
*/
|
||||
isAmountColumn(column: string): boolean {
|
||||
const name = column.toLowerCase();
|
||||
|
||||
// Ruled out first, because several of these also contain a money word: a rate is a percentage,
|
||||
// "Total Accounts" is a count that happens to say total, and an account number is an identifier
|
||||
// that would be corrupted by grouping.
|
||||
//
|
||||
// "agents" is matched exactly rather than as a substring: the two count columns are named
|
||||
// "Total Agents" and "Active Agents", but "Cash With Agents" and "Commission Due To Agents"
|
||||
// are money, and a substring test swept those two up and printed them ungrouped.
|
||||
//
|
||||
// A "type" column names a kind, never a quantity — "Interest Type" holds the word "Interest",
|
||||
// which is enough for the money test below to claim it and put a meaningless total under it.
|
||||
if (
|
||||
name.includes('a/c no') ||
|
||||
name.includes('code') ||
|
||||
name.includes('rate') ||
|
||||
name.includes('%') ||
|
||||
name.includes('count') ||
|
||||
name.includes('entries') ||
|
||||
name.includes('accounts') ||
|
||||
name === 'total agents' ||
|
||||
name === 'active agents' ||
|
||||
name.includes('type') ||
|
||||
name.includes('pan')
|
||||
) {
|
||||
return false;
|
||||
}
|
||||
|
||||
return (
|
||||
name.includes('amount') ||
|
||||
name.includes('balance') ||
|
||||
name.includes('collect') ||
|
||||
name.includes('commission') ||
|
||||
name.includes('deduction') ||
|
||||
name.includes('deposit') ||
|
||||
name.includes('advance') ||
|
||||
name.includes('interest') ||
|
||||
name.includes('tds') ||
|
||||
name.includes('total') ||
|
||||
name.includes('diff') ||
|
||||
name.includes('cash') ||
|
||||
name.includes('debit') ||
|
||||
name.includes('credit') ||
|
||||
name.includes('settled') ||
|
||||
name.includes('shortfall') ||
|
||||
name.includes('due')
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether a total under this column would mean anything.
|
||||
*
|
||||
* Not every amount is worth adding up. A "Balance After" on a transaction register is the running
|
||||
* balance *at that moment*, so its column holds several snapshots of the same account at different
|
||||
* times — summing them produces a figure that corresponds to nothing, and a reader would sooner or
|
||||
* later try to reconcile it against something.
|
||||
*
|
||||
* A plain balance on a listing report is different: there each row is one account's position at
|
||||
* one moment, and the sum is the real "total held", which is exactly what a branch wants to see.
|
||||
*/
|
||||
isTotalledColumn(column: string): boolean {
|
||||
if (!this.isAmountColumn(column)) {
|
||||
return false;
|
||||
}
|
||||
return !column.toLowerCase().includes('balance after');
|
||||
}
|
||||
|
||||
/** The figure printed under a column, as the legacy statement's "Total :" row does. */
|
||||
columnTotal(column: string): string {
|
||||
const sum = this.rows.reduce((running, row) => {
|
||||
const value = row[column];
|
||||
return running + (typeof value === 'number' ? value : 0);
|
||||
}, 0);
|
||||
return ReportViewerComponent.MONEY.format(sum);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether to print a Total row at all.
|
||||
*
|
||||
* A single-row report is already its own total - Balance Summary is one line of figures for the
|
||||
* whole scheme, and repeating it underneath itself only invites the reader to look for a difference
|
||||
* between the two.
|
||||
*/
|
||||
get hasTotalledColumn(): boolean {
|
||||
return this.rows.length > 1 && this.columns.some((column) => this.isTotalledColumn(column));
|
||||
}
|
||||
|
||||
print(): void {
|
||||
window.print();
|
||||
}
|
||||
|
||||
filterForm: UntypedFormGroup = this.formBuilder.group({
|
||||
fromDate: [''],
|
||||
toDate: [''],
|
||||
agentFrom: [1],
|
||||
agentTo: [99999],
|
||||
partyFrom: [1],
|
||||
partyTo: [99999999]
|
||||
});
|
||||
|
||||
private get filters(): { date?: string; agent?: boolean; party?: boolean } {
|
||||
return ReportViewerComponent.REPORT_FILTERS[ReportViewerComponent.REPORT_KEYS[this.reportName]] ?? {};
|
||||
}
|
||||
|
||||
/** True when this report's query actually reads a date range - only then is one asked for. */
|
||||
get usesDate(): boolean {
|
||||
return !!this.filters.date;
|
||||
}
|
||||
|
||||
/** What this report's date range means, e.g. "Posted between" rather than a bare "From Date". */
|
||||
get dateLabel(): string {
|
||||
return this.filters.date ?? '';
|
||||
}
|
||||
|
||||
get usesAgent(): boolean {
|
||||
return !!this.filters.agent;
|
||||
}
|
||||
|
||||
get usesParty(): boolean {
|
||||
return !!this.filters.party;
|
||||
}
|
||||
|
||||
/** True when this report takes no filters at all, so there is nothing for anyone to fill in. */
|
||||
get hasNoFilters(): boolean {
|
||||
return !this.usesDate && !this.usesAgent && !this.usesParty;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
// A date is required exactly for the reports that read one, so a report without dates can be run
|
||||
// straight away instead of demanding two values it will ignore.
|
||||
if (this.usesDate) {
|
||||
this.filterForm.get('fromDate')?.setValidators([Validators.required]);
|
||||
this.filterForm.get('toDate')?.setValidators([Validators.required]);
|
||||
this.filterForm.get('fromDate')?.updateValueAndValidity();
|
||||
this.filterForm.get('toDate')?.updateValueAndValidity();
|
||||
}
|
||||
|
||||
// Nothing to narrow it by means nothing to decide, so the report simply opens showing its
|
||||
// figures. Making someone press Run on an empty form asks a question with only one answer.
|
||||
if (this.hasNoFilters) {
|
||||
this.runReport();
|
||||
}
|
||||
}
|
||||
|
||||
runReport(): void {
|
||||
const reportKey = ReportViewerComponent.REPORT_KEYS[this.reportName];
|
||||
if (!reportKey) {
|
||||
return;
|
||||
}
|
||||
const raw = this.filterForm.getRawValue();
|
||||
|
||||
// Only what this report reads is sent. The backend defaults the rest to the full range, so a
|
||||
// report that ignores a filter is never handed a value that looks like it was applied.
|
||||
const params: Record<string, any> = {};
|
||||
if (this.usesDate) {
|
||||
params['fromDate'] = this.dateUtils.getDate(raw.fromDate);
|
||||
params['toDate'] = this.dateUtils.getDate(raw.toDate);
|
||||
}
|
||||
if (this.usesAgent) {
|
||||
params['agentFrom'] = raw.agentFrom;
|
||||
params['agentTo'] = raw.agentTo;
|
||||
}
|
||||
if (this.usesParty) {
|
||||
params['partyFrom'] = raw.partyFrom;
|
||||
params['partyTo'] = raw.partyTo;
|
||||
}
|
||||
|
||||
this.organizationService
|
||||
.runDdsReport(reportKey, params)
|
||||
.subscribe((result: any) => {
|
||||
this.available = result.available;
|
||||
this.unavailableMessage = result.message || '';
|
||||
this.columns = result.columns || [];
|
||||
this.rows = result.rows || [];
|
||||
// Captured here so the printed heading names the range these rows came from, and does not
|
||||
// silently change if the filter is edited without re-running.
|
||||
this.ranFromDate = raw.fromDate;
|
||||
this.ranToDate = raw.toDate;
|
||||
this.ranOnDate = new Date();
|
||||
this.hasRun = true;
|
||||
});
|
||||
}
|
||||
|
||||
exit(): void {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
}
|
||||
}
|
||||
+6
-20
@@ -334,19 +334,14 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
|
||||
const frequencyId = this.resolveFrequencyId(this.tenurePeriodUnit);
|
||||
|
||||
if (this.principalAmount && this.principalAmount > 0) {
|
||||
// Years and Months convert exactly; a Days tenure is sent as days and never converted.
|
||||
let tenureInMonths: number | undefined;
|
||||
let tenureInDays: number | undefined;
|
||||
// Convert tenure to months for backend API
|
||||
let tenureInMonths = 0;
|
||||
if (this.tenurePeriodUnit === 'Years') {
|
||||
tenureInMonths = this.tenureValue * 12;
|
||||
} else if (this.tenurePeriodUnit === 'Months') {
|
||||
tenureInMonths = this.tenureValue;
|
||||
} else {
|
||||
// Sent as days, whatever the count. Converting to whole months silently dropped the
|
||||
// remainder — a 200-day deposit quoted as six months lost 20 days of interest, and the
|
||||
// screen still said "200 Days" above the figure. The backend takes days directly and
|
||||
// works the calendar out itself.
|
||||
tenureInDays = enteredDays;
|
||||
tenureInMonths = Math.floor(enteredDays / 30);
|
||||
}
|
||||
|
||||
// Map compounding period type id → months (0=Daily, 1=Daily, 4=Monthly, 5=Quarterly, 6=SemiAnnual, 7=Annual)
|
||||
@@ -400,7 +395,6 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
|
||||
principalAmount: this.principalAmount,
|
||||
annualInterestRate: rate,
|
||||
tenureInMonths,
|
||||
tenureInDays,
|
||||
interestCompoundingPeriodInMonths: compMonths, // 0 = daily, now supported by backend
|
||||
interestPostingPeriodInMonths: postMonths,
|
||||
submittedOnDate: submittedOnDateStr,
|
||||
@@ -423,18 +417,10 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
|
||||
Math.round(this.principalAmount * Math.pow(1 + r / daysInYearVal, enteredDays) * 100) / 100;
|
||||
} else {
|
||||
const n = 12 / compMonths;
|
||||
const effectiveMonths = tenureInMonths ?? enteredDays / 30;
|
||||
const totalCompoundings = Math.floor(tenureInMonths / compMonths);
|
||||
const rPerCompounding = rate / (n * 100);
|
||||
// Whole compounding periods, then simple interest on the days left over. Flooring the
|
||||
// periods and stopping there dropped the remainder entirely: a 200-day deposit
|
||||
// compounding monthly quoted only six months of interest and lost the other twenty
|
||||
// days, which is the depositor's money.
|
||||
const wholePeriods = Math.floor(effectiveMonths / compMonths);
|
||||
const compounded = this.principalAmount * Math.pow(1 + rPerCompounding, wholePeriods);
|
||||
const leftoverDays = enteredDays - wholePeriods * compMonths * 30;
|
||||
const leftoverInterest =
|
||||
leftoverDays > 0 ? (compounded * rate * leftoverDays) / (100 * daysInYearVal) : 0;
|
||||
result.maturityAmount = Math.round((compounded + leftoverInterest) * 100) / 100;
|
||||
result.maturityAmount =
|
||||
Math.round(this.principalAmount * Math.pow(1 + rPerCompounding, totalCompoundings) * 100) / 100;
|
||||
}
|
||||
result.interestEarned = Math.round((result.maturityAmount - this.principalAmount) * 100) / 100;
|
||||
this.matchResult = { ...result };
|
||||
|
||||
+5
-19
@@ -7,29 +7,17 @@
|
||||
-->
|
||||
|
||||
<form [formGroup]="closureSettingsForm" class="layout-row-wrap gap-2px responsive-column">
|
||||
<h4 class="mat-h4 flex-98">{{ 'labels.heading.Maturity Instructions' | translate }}</h4>
|
||||
<h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
|
||||
|
||||
<mat-form-field class="flex-48">
|
||||
<mat-label>{{ 'labels.inputs.Maturity Instructions' | translate }}</mat-label>
|
||||
<mat-select formControlName="maturityInstructionId">
|
||||
<mat-option [value]="''">-- Not selected (decide later via FD Dashboard) --</mat-option>
|
||||
@for (maturityInstruction of maturityInstructionOptions; track maturityInstruction) {
|
||||
<mat-option [value]="maturityInstruction.id">
|
||||
{{ maturityInstruction.value | translateKey: 'catalogs' }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (closureSettingsForm.value.maturityInstructionId) {
|
||||
<button
|
||||
mat-icon-button
|
||||
matSuffix
|
||||
type="button"
|
||||
title="Clear -- decide later via FD Dashboard"
|
||||
(click)="$event.stopPropagation(); closureSettingsForm.get('maturityInstructionId')?.setValue('')"
|
||||
>
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
@if (closureSettingsForm.contains('transferToSavingsId')) {
|
||||
@@ -40,8 +28,8 @@
|
||||
<mat-icon>savings</mat-icon>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="dal-card__title">{{ transferAccountCardTitle }}</h3>
|
||||
<span class="dal-card__sub">{{ transferAccountCardSubtitle }}</span>
|
||||
<h3 class="dal-card__title">{{ 'labels.inputs.Transfer to savings account' | translate }}</h3>
|
||||
<span class="dal-card__sub">Maturity proceeds will be credited to this account</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -81,7 +69,7 @@
|
||||
</div>
|
||||
} @else {
|
||||
<mat-form-field appearance="outline" class="flex-98">
|
||||
<mat-label>{{ transferAccountCardTitle }}</mat-label>
|
||||
<mat-label>{{ 'labels.inputs.Transfer to savings account' | translate }}</mat-label>
|
||||
<mat-select formControlName="transferToSavingsId" required>
|
||||
@for (account of savingsAccountsData; track account) {
|
||||
<mat-option [value]="account.id">
|
||||
@@ -89,15 +77,13 @@
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
<mat-error>{{ transferAccountCardTitle }} is required</mat-error>
|
||||
<mat-error>Transfer to savings account is required</mat-error>
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
|
||||
|
||||
<mat-checkbox class="flex-98 margin-v" labelPosition="before" formControlName="preClosurePenalApplicable">
|
||||
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
|
||||
</mat-checkbox>
|
||||
|
||||
+5
-43
@@ -11,7 +11,6 @@ import { Component, Input, OnChanges, SimpleChanges, inject } from '@angular/cor
|
||||
import { UntypedFormGroup, UntypedFormBuilder, UntypedFormControl, Validators } from '@angular/forms';
|
||||
import { MatCheckbox } from '@angular/material/checkbox';
|
||||
import { MatIcon } from '@angular/material/icon';
|
||||
import { MatIconButton } from '@angular/material/button';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
@@ -26,8 +25,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
MatCheckbox,
|
||||
MatIcon,
|
||||
MatIconButton
|
||||
MatIcon
|
||||
]
|
||||
})
|
||||
export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges {
|
||||
@@ -55,12 +53,9 @@ export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges
|
||||
preClosurePenalInterestOnTypeId: ['']
|
||||
});
|
||||
this.closureSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
|
||||
// 200 = Transfer to Savings -- the whole matured balance goes here. 400 = Reinvest Principal
|
||||
// Only -- the principal rolls into a new FD, but the leftover interest still needs the same
|
||||
// kind of target so it isn't left stranded on the closed account (a real gap the account used
|
||||
// to silently hit before this field also asked for it here). Reinvest Principal + Interest
|
||||
// (300) rolls the whole balance into the same account, so it never needs a target at all.
|
||||
if (value === 200 || value === 400) {
|
||||
// 200 = Transfer to Savings -- Withdraw Deposit (100) needs no target account, and both
|
||||
// Reinvest options (300/400) open a brand-new FD instead, so they ignore this field too.
|
||||
if (value === 200) {
|
||||
this.closureSettingsForm.addControl(
|
||||
'transferToSavingsId',
|
||||
new UntypedFormControl(this.linkedSavingsAccountId ?? '', Validators.required)
|
||||
@@ -96,48 +91,15 @@ export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges
|
||||
});
|
||||
}
|
||||
}
|
||||
// Editing an existing account: its own already-saved Maturity Instructions choice lives on
|
||||
// `fixedDepositsAccountTemplate` (the real account+template GET, FixedDepositAccountData's
|
||||
// `onAccountClosure`) -- NOT on `fixedDepositsAccountProductTemplate`, which is only the blank
|
||||
// per-product default template refetched from the Product dropdown's own productId (via
|
||||
// getFixedDepositsAccountTemplate(clientId, productId)) and carries no account-specific data at
|
||||
// all. This was never read from the right place before, so Edit always opened onto a blank
|
||||
// picker even for an account that really does have an instruction saved. `.dirty` guards it the
|
||||
// same way the penal-interest fields above do, so a maker's own in-progress edit here is never
|
||||
// silently overwritten if this input fires again mid-edit.
|
||||
if (this.fixedDepositsAccountTemplate && !this.closureSettingsForm.get('maturityInstructionId').dirty) {
|
||||
this.closureSettingsForm
|
||||
.get('maturityInstructionId')
|
||||
?.setValue(this.fixedDepositsAccountTemplate.onAccountClosure?.id ?? '');
|
||||
const transferControl = this.closureSettingsForm.get('transferToSavingsId');
|
||||
if (transferControl) {
|
||||
transferControl.setValue(
|
||||
this.fixedDepositsAccountTemplate.transferToSavingsId ?? this.linkedSavingsAccountId ?? ''
|
||||
);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
/** The linked-savings account for the transfer-to-savings / reinvest-principal-only-interest
|
||||
* maturity instruction, once picked. */
|
||||
/** The linked-savings account for the transfer-to-savings maturity instruction, once picked. */
|
||||
get selectedTransferAccount(): any {
|
||||
const id = this.closureSettingsForm.value.transferToSavingsId;
|
||||
if (!id) return null;
|
||||
return this.savingsAccountsData.find((account: any) => account.id === id) ?? null;
|
||||
}
|
||||
|
||||
get transferAccountCardTitle(): string {
|
||||
return this.closureSettingsForm.value.maturityInstructionId === 400
|
||||
? 'Interest payout account'
|
||||
: 'Transfer to savings account';
|
||||
}
|
||||
|
||||
get transferAccountCardSubtitle(): string {
|
||||
return this.closureSettingsForm.value.maturityInstructionId === 400
|
||||
? 'The principal renews into a new FD; interest earned is paid out to this account.'
|
||||
: 'Maturity proceeds will be credited to this account.';
|
||||
}
|
||||
|
||||
clearTransferAccount(): void {
|
||||
this.closureSettingsForm.get('transferToSavingsId')?.setValue('');
|
||||
}
|
||||
|
||||
+31
-112
@@ -8,24 +8,11 @@
|
||||
|
||||
<div class="pmt">
|
||||
<div class="pmt__header">
|
||||
<div class="pmt__header-left">
|
||||
<span class="pmt__header-ico"><fa-icon icon="sync-alt"></fa-icon></span>
|
||||
<div class="pmt__header-text">
|
||||
<h2 class="pmt__title">
|
||||
{{ isDashboardRenewalMode ? 'Renew Fixed Deposit' : ('labels.heading.Payment' | translate) }}
|
||||
</h2>
|
||||
<p class="pmt__subtitle">
|
||||
{{
|
||||
isDashboardRenewalMode
|
||||
? 'Renew ' + (dashboardRenewalRow?.accountNo ?? 'this matured FD') + '.'
|
||||
: 'Process this matured Fixed Deposit now.'
|
||||
}}
|
||||
</p>
|
||||
</div>
|
||||
<span class="pmt__header-ico"><fa-icon icon="sync-alt"></fa-icon></span>
|
||||
<div class="pmt__header-text">
|
||||
<h2 class="pmt__title">{{ 'labels.heading.Payment' | translate }}</h2>
|
||||
<p class="pmt__subtitle">Process this Fixed Deposit now -- works whether it's Active or Matured.</p>
|
||||
</div>
|
||||
<button type="button" class="pmt__header-close" mat-dialog-close [disabled]="submitting" title="Close">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div mat-dialog-content class="pmt__content">
|
||||
@@ -40,92 +27,37 @@
|
||||
</div>
|
||||
} @else {
|
||||
<form [formGroup]="paymentForm">
|
||||
@if (isMaturedRenewal) {
|
||||
<p class="pmt__hint">
|
||||
<fa-icon icon="info-circle" class="m-r-5"></fa-icon>
|
||||
{{ maturedRenewalTimingText }}
|
||||
</p>
|
||||
|
||||
@if (renewalPreviewLoading) {
|
||||
<p class="pmt__hint">
|
||||
<fa-icon icon="spinner" [class.fa-spin]="true" class="m-r-5"></fa-icon>
|
||||
Calculating gap-period interest...
|
||||
</p>
|
||||
} @else if (renewalPreview && !renewalPreview.withinGrace) {
|
||||
@if (!renewalPreview.linkedAccountId) {
|
||||
<p class="pmt__hint pmt__hint--warn" role="alert">
|
||||
<fa-icon icon="info-circle" class="m-r-5"></fa-icon>
|
||||
This FD has no Deposit Account Link, so there is no account to read a gap-interest rate from. Link a
|
||||
Savings account to it before renewing late.
|
||||
</p>
|
||||
} @else {
|
||||
<div class="pmt__preview">
|
||||
<div class="pmt__preview-row">
|
||||
<span class="pmt__preview-label">FD Maturity Balance (renews as-is below)</span>
|
||||
<span class="pmt__preview-value">{{ renewalPreview.currentBalance | formatNumber }}</span>
|
||||
</div>
|
||||
<div class="pmt__preview-row">
|
||||
<span class="pmt__preview-label">Gap Days ({{ renewalPreview.maturityDate }} → today)</span>
|
||||
<span class="pmt__preview-value">{{ renewalPreview.gapDays }}</span>
|
||||
</div>
|
||||
<div class="pmt__preview-row">
|
||||
<span class="pmt__preview-label">Deposit Account Link</span>
|
||||
<span class="pmt__preview-value">{{ renewalPreview.linkedAccountNo }}</span>
|
||||
</div>
|
||||
<div class="pmt__preview-row">
|
||||
<span class="pmt__preview-label">Its Interest Rate</span>
|
||||
<span class="pmt__preview-value">{{ renewalPreview.linkedAccountRate }}%</span>
|
||||
</div>
|
||||
<div class="pmt__preview-row pmt__preview-row--highlight pmt__preview-row--total">
|
||||
<span class="pmt__preview-label"
|
||||
>Gap-Period Interest → paid to {{ renewalPreview.linkedAccountNo }}</span
|
||||
>
|
||||
<span class="pmt__preview-value">+ {{ renewalPreview.gapInterestAmount | formatNumber }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<p class="pmt__hint">
|
||||
<fa-icon icon="info-circle" class="m-r-5"></fa-icon>
|
||||
This gap interest was earned at the linked account's own rate, not the FD's -- it is credited straight
|
||||
to account {{ renewalPreview.linkedAccountNo }} (the FD's Deposit Account Link), separately from
|
||||
whatever you choose below. The FD itself renews from its own maturity balance, unchanged.
|
||||
</p>
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@if (reinvestCap !== null && reinvestCap !== undefined) {
|
||||
<div class="pmt__stat">
|
||||
<span class="pmt__stat-label">
|
||||
{{
|
||||
isMaturedRenewal || !remainderIsApproximate
|
||||
? ('labels.inputs.Maturity Amount' | translate)
|
||||
: 'Amount available on the selected date'
|
||||
remainderIsApproximate
|
||||
? 'Amount available on the selected date'
|
||||
: ('labels.inputs.Maturity Amount' | translate)
|
||||
}}
|
||||
</span>
|
||||
<span class="pmt__stat-value">{{ reinvestCap | formatNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isMaturedRenewal) {
|
||||
<mat-form-field appearance="outline" class="pmt__date" (click)="closedOnDatePicker.open()">
|
||||
<mat-label>{{ 'labels.inputs.Closed On Date' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[max]="maxDate"
|
||||
[matDatepicker]="closedOnDatePicker"
|
||||
required
|
||||
formControlName="closedOnDate"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #closedOnDatePicker></mat-datepicker>
|
||||
@if (paymentForm.controls.closedOnDate.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Closed On Date' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
<mat-form-field appearance="outline" class="pmt__date" (click)="closedOnDatePicker.open()">
|
||||
<mat-label>{{ 'labels.inputs.Closed On Date' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[max]="maxDate"
|
||||
[matDatepicker]="closedOnDatePicker"
|
||||
required
|
||||
formControlName="closedOnDate"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #closedOnDatePicker></mat-datepicker>
|
||||
@if (paymentForm.controls.closedOnDate.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Closed On Date' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<div class="pmt__section-label" id="pmt-action-label">{{ 'labels.inputs.Action' | translate }}</div>
|
||||
<div class="pmt__options" role="radiogroup" aria-labelledby="pmt-action-label">
|
||||
@@ -230,12 +162,10 @@
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (!isMaturedRenewal) {
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
|
||||
<textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
|
||||
</mat-form-field>
|
||||
}
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
|
||||
<textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
|
||||
</mat-form-field>
|
||||
|
||||
@if (submitError) {
|
||||
<p class="pmt__error" role="alert">
|
||||
@@ -248,25 +178,14 @@
|
||||
</div>
|
||||
|
||||
<div mat-dialog-actions align="end" class="pmt__actions">
|
||||
<button mat-button mat-dialog-close [disabled]="submitting" class="pmt__btn-cancel">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
<button mat-button mat-dialog-close [disabled]="submitting">{{ 'labels.buttons.Cancel' | translate }}</button>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
class="pmt__btn-submit"
|
||||
[disabled]="!paymentForm?.valid || submitting || loadFailed"
|
||||
(click)="submit()"
|
||||
>
|
||||
{{
|
||||
submitting
|
||||
? isDashboardRenewalMode
|
||||
? 'Renewing...'
|
||||
: ('labels.buttons.Processing' | translate)
|
||||
: isDashboardRenewalMode
|
||||
? 'Confirm & Renew'
|
||||
: ('labels.buttons.Confirm' | translate)
|
||||
}}
|
||||
{{ submitting ? ('labels.buttons.Processing' | translate) : ('labels.buttons.Confirm' | translate) }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
+204
-379
@@ -6,466 +6,291 @@
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/**
|
||||
* Payment / Renewal Dialog Styles
|
||||
* CBSNexora Core Banking System
|
||||
*/
|
||||
$navy: #0d1b2a;
|
||||
$slate: #475569;
|
||||
$muted: #64748b;
|
||||
$border: #e2e8f0;
|
||||
$soft: #f8fafc;
|
||||
$blue: #1e40af;
|
||||
$blue-soft: #eff6ff;
|
||||
$green: #166534;
|
||||
$green-soft: #f0fdf4;
|
||||
|
||||
.pmt {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
height: 100%;
|
||||
max-height: 92vh;
|
||||
box-sizing: border-box;
|
||||
font-family:
|
||||
'DM Sans',
|
||||
system-ui,
|
||||
-apple-system,
|
||||
sans-serif;
|
||||
color: #0f172a;
|
||||
border-radius: 16px;
|
||||
min-height: 320px;
|
||||
max-height: 85vh;
|
||||
overflow: hidden;
|
||||
box-shadow: 0 24px 48px -12px rgb(15 23 42 / 25%);
|
||||
margin: -24px;
|
||||
}
|
||||
|
||||
.pmt__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
padding: 26px 30px;
|
||||
background: linear-gradient(135deg, #1e3a8a 0%, #1d4ed8 55%, #2563eb 100%);
|
||||
align-items: flex-start;
|
||||
gap: 14px;
|
||||
padding: 22px 28px 18px;
|
||||
background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 55%, #4338ca 100%);
|
||||
color: #fff;
|
||||
flex-shrink: 0;
|
||||
position: relative;
|
||||
overflow: hidden;
|
||||
flex: 0 0 auto;
|
||||
}
|
||||
|
||||
&::after {
|
||||
content: '';
|
||||
position: absolute;
|
||||
inset: 0;
|
||||
background: radial-gradient(circle at 88% -20%, rgb(255 255 255 / 22%), transparent 55%);
|
||||
pointer-events: none;
|
||||
}
|
||||
|
||||
&-left {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
position: relative;
|
||||
z-index: 1;
|
||||
}
|
||||
|
||||
&-ico {
|
||||
width: 48px;
|
||||
height: 48px;
|
||||
border-radius: 14px;
|
||||
background: rgb(255 255 255 / 16%);
|
||||
border: 1px solid rgb(255 255 255 / 25%);
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
font-size: 20px;
|
||||
color: #fff;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
&-text {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
}
|
||||
|
||||
&-close {
|
||||
position: relative;
|
||||
z-index: 1;
|
||||
background: rgb(255 255 255 / 14%);
|
||||
border: none;
|
||||
color: #fff;
|
||||
width: 34px;
|
||||
height: 34px;
|
||||
border-radius: 50%;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
cursor: pointer;
|
||||
transition: all 0.2s ease;
|
||||
flex-shrink: 0;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: rgb(255 255 255 / 28%);
|
||||
transform: rotate(90deg);
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.5;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
}
|
||||
.pmt__header-ico {
|
||||
width: 40px;
|
||||
height: 40px;
|
||||
min-width: 40px;
|
||||
border-radius: 10px;
|
||||
background: rgb(255 255 255 / 15%);
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
font-size: 18px;
|
||||
}
|
||||
|
||||
.pmt__title {
|
||||
margin: 0;
|
||||
font-size: 20px;
|
||||
font-weight: 800;
|
||||
color: #fff;
|
||||
line-height: 1.25;
|
||||
letter-spacing: -0.01em;
|
||||
font-size: 19px;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.pmt__subtitle {
|
||||
margin: 5px 0 0;
|
||||
font-size: 13px;
|
||||
color: rgb(255 255 255 / 88%);
|
||||
margin: 4px 0 0;
|
||||
font-size: 12.5px;
|
||||
color: rgb(255 255 255 / 82%);
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
.pmt__content {
|
||||
padding: 26px 30px !important;
|
||||
padding: 22px 28px 8px !important;
|
||||
overflow-y: auto;
|
||||
flex: 1 1 auto;
|
||||
background: #fbfcfe;
|
||||
|
||||
mat-form-field {
|
||||
width: 100%;
|
||||
}
|
||||
}
|
||||
|
||||
.pmt__loading {
|
||||
display: flex;
|
||||
justify-content: center;
|
||||
align-items: center;
|
||||
min-height: 240px;
|
||||
min-height: 260px;
|
||||
}
|
||||
|
||||
.pmt__stat {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
background: linear-gradient(135deg, #eff6ff 0%, #e0e9ff 100%);
|
||||
border: 1px solid #bfdbfe;
|
||||
border-radius: 14px;
|
||||
padding: 18px 22px;
|
||||
gap: 2px;
|
||||
background: $blue-soft;
|
||||
border: 1px solid #dbeafe;
|
||||
border-radius: 10px;
|
||||
padding: 12px 16px;
|
||||
margin-bottom: 18px;
|
||||
|
||||
&-label {
|
||||
font-size: 11.5px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.07em;
|
||||
color: #1d4ed8;
|
||||
}
|
||||
|
||||
&-value {
|
||||
font-family: 'JetBrains Mono', 'DM Sans', monospace;
|
||||
font-size: 28px;
|
||||
font-weight: 800;
|
||||
color: #0f172a;
|
||||
letter-spacing: -0.01em;
|
||||
}
|
||||
}
|
||||
|
||||
.pmt__preview {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 14px;
|
||||
padding: 4px 18px;
|
||||
margin: 0 0 18px;
|
||||
.pmt__stat-label {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.05em;
|
||||
color: $blue;
|
||||
}
|
||||
|
||||
&-row {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 12px;
|
||||
padding: 11px 0;
|
||||
border-bottom: 1px solid #f1f5f9;
|
||||
.pmt__stat-value {
|
||||
font-size: 22px;
|
||||
font-weight: 800;
|
||||
color: $navy;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&:last-child {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
&--highlight {
|
||||
.pmt__preview-value {
|
||||
color: #0d9488;
|
||||
font-weight: 800;
|
||||
}
|
||||
}
|
||||
|
||||
&--total {
|
||||
margin: 0 -18px;
|
||||
padding: 14px 18px;
|
||||
background: linear-gradient(135deg, #eff6ff 0%, #e0e9ff 100%);
|
||||
border-bottom: none;
|
||||
border-radius: 0 0 12px 12px;
|
||||
|
||||
.pmt__preview-label {
|
||||
color: #1d4ed8;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.pmt__preview-value {
|
||||
color: #0f172a;
|
||||
font-size: 18px;
|
||||
font-weight: 800;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
&-label {
|
||||
font-size: 12.5px;
|
||||
color: #64748b;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
&-value {
|
||||
font-family: 'JetBrains Mono', 'DM Sans', monospace;
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
.pmt__date {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.pmt__section-label {
|
||||
font-size: 12px;
|
||||
font-size: 11.5px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.06em;
|
||||
color: #475569;
|
||||
margin: 10px 0 12px;
|
||||
letter-spacing: 0.05em;
|
||||
color: $slate;
|
||||
margin: 4px 0 10px;
|
||||
}
|
||||
|
||||
/* Action Options Grid - 2 Equal Columns, comfortably wide now that the dialog itself is wider */
|
||||
.pmt__options {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
gap: 14px;
|
||||
margin-bottom: 18px;
|
||||
|
||||
@media (width <= 560px) {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
grid-template-columns: repeat(auto-fit, minmax(190px, 1fr));
|
||||
gap: 10px;
|
||||
margin-bottom: 6px;
|
||||
}
|
||||
|
||||
.pmt__option {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 14px;
|
||||
gap: 10px;
|
||||
text-align: left;
|
||||
background: #fff;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 14px;
|
||||
padding: 16px;
|
||||
border: 1.5px solid $border;
|
||||
border-radius: 10px;
|
||||
padding: 12px 14px;
|
||||
cursor: pointer;
|
||||
font: inherit;
|
||||
transition: all 0.2s cubic-bezier(0.4, 0, 0.2, 1);
|
||||
position: relative;
|
||||
transition:
|
||||
border-color 0.15s,
|
||||
background 0.15s,
|
||||
box-shadow 0.15s;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
border-color: #93c5fd;
|
||||
background: #f8fafc;
|
||||
box-shadow: 0 6px 16px rgb(15 23 42 / 6%);
|
||||
transform: translateY(-1px);
|
||||
}
|
||||
.pmt__option:hover {
|
||||
border-color: #93c5fd;
|
||||
background: $blue-soft;
|
||||
}
|
||||
|
||||
&--active {
|
||||
border-color: #2563eb;
|
||||
background: #eff6ff;
|
||||
box-shadow: 0 0 0 1.5px #2563eb;
|
||||
.pmt__option--active {
|
||||
border-color: $blue;
|
||||
background: $blue-soft;
|
||||
box-shadow: 0 0 0 1px $blue;
|
||||
}
|
||||
|
||||
.pmt__option-ico {
|
||||
background: #2563eb;
|
||||
color: #fff;
|
||||
border-color: #2563eb;
|
||||
}
|
||||
}
|
||||
.pmt__option-ico {
|
||||
width: 30px;
|
||||
height: 30px;
|
||||
min-width: 30px;
|
||||
border-radius: 8px;
|
||||
background: $soft;
|
||||
color: $blue;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
&-ico {
|
||||
width: 38px;
|
||||
height: 38px;
|
||||
min-width: 38px;
|
||||
border-radius: 10px;
|
||||
background: #f1f5f9;
|
||||
border: 1px solid #e2e8f0;
|
||||
color: #2563eb;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
font-size: 15px;
|
||||
flex-shrink: 0;
|
||||
transition: all 0.2s ease;
|
||||
}
|
||||
.pmt__option--active .pmt__option-ico {
|
||||
background: $blue;
|
||||
color: #fff;
|
||||
}
|
||||
|
||||
// Distinct accent per option while unselected, purely presentational -- helps the four cards read
|
||||
// apart at a glance. Selecting a card always fills its icon blue (see &--active above), matching the
|
||||
// blue selection border/check regardless of which option it is, rather than mixing selection-blue
|
||||
// with the option's own accent.
|
||||
&:not(.pmt__option--active):nth-child(2) .pmt__option-ico {
|
||||
color: #7c3aed;
|
||||
}
|
||||
.pmt__option-text {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
}
|
||||
|
||||
&:not(.pmt__option--active):nth-child(3) .pmt__option-ico {
|
||||
color: #0d9488;
|
||||
}
|
||||
.pmt__option-title {
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
color: $navy;
|
||||
}
|
||||
|
||||
&:not(.pmt__option--active):nth-child(4) .pmt__option-ico {
|
||||
color: #d97706;
|
||||
}
|
||||
.pmt__option-desc {
|
||||
font-size: 11px;
|
||||
color: $muted;
|
||||
line-height: 1.35;
|
||||
}
|
||||
|
||||
&-text {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
flex: 1;
|
||||
}
|
||||
.pmt__option:focus-visible {
|
||||
outline: 2px solid $blue;
|
||||
outline-offset: 2px;
|
||||
}
|
||||
|
||||
&-title {
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
line-height: 1.3;
|
||||
}
|
||||
|
||||
&-desc {
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
&-check {
|
||||
color: #2563eb;
|
||||
font-size: 17px;
|
||||
position: absolute;
|
||||
top: 14px;
|
||||
right: 14px;
|
||||
}
|
||||
.pmt__option-check {
|
||||
margin-left: auto;
|
||||
color: $blue;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
.pmt__option-error {
|
||||
color: #b91c1c;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
margin: -10px 0 14px;
|
||||
}
|
||||
|
||||
.pmt__split {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
background: #f8fafc;
|
||||
border: 1px dashed #cbd5e1;
|
||||
border-radius: 14px;
|
||||
padding: 18px;
|
||||
margin: 10px 0 18px;
|
||||
flex-wrap: wrap;
|
||||
|
||||
&-input {
|
||||
flex: 1 1 220px;
|
||||
}
|
||||
|
||||
&-arrow {
|
||||
color: #94a3b8;
|
||||
font-size: 17px;
|
||||
}
|
||||
|
||||
&-remainder {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 3px;
|
||||
background: #f0fdf4;
|
||||
border: 1px solid #bbf7d0;
|
||||
border-radius: 10px;
|
||||
padding: 12px 16px;
|
||||
flex: 1 1 220px;
|
||||
|
||||
&-label {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: #166534;
|
||||
}
|
||||
|
||||
&-value {
|
||||
font-family: 'JetBrains Mono', 'DM Sans', monospace;
|
||||
font-size: 19px;
|
||||
font-weight: 800;
|
||||
color: #166534;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pmt__hint {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 10px;
|
||||
background: #f0f9ff;
|
||||
border: 1px solid #bae6fd;
|
||||
border-left: 4px solid #0284c7;
|
||||
border-radius: 10px;
|
||||
color: #0369a1;
|
||||
font-size: 13px;
|
||||
line-height: 1.5;
|
||||
padding: 12px 16px;
|
||||
margin: 0 0 18px;
|
||||
|
||||
&--warn {
|
||||
background: #fffbeb;
|
||||
border-color: #fde68a;
|
||||
border-left-color: #d97706;
|
||||
color: #b45309;
|
||||
}
|
||||
margin: 4px 0 14px;
|
||||
}
|
||||
|
||||
.pmt__error {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 10px;
|
||||
gap: 4px;
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
border-left: 4px solid #ef4444;
|
||||
border-radius: 10px;
|
||||
border-radius: 8px;
|
||||
color: #b91c1c;
|
||||
font-size: 13px;
|
||||
padding: 12px 16px;
|
||||
margin: 10px 0;
|
||||
font-size: 12.5px;
|
||||
line-height: 1.45;
|
||||
padding: 10px 14px;
|
||||
margin: 4px 0 8px;
|
||||
}
|
||||
|
||||
.pmt__hint {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 4px;
|
||||
background: $soft;
|
||||
border: 1px solid $border;
|
||||
border-radius: 8px;
|
||||
color: $slate;
|
||||
font-size: 12px;
|
||||
line-height: 1.45;
|
||||
padding: 9px 13px;
|
||||
margin: 0 0 10px;
|
||||
}
|
||||
|
||||
.pmt__hint--warn {
|
||||
background: #fffbeb;
|
||||
border-color: #fde68a;
|
||||
color: #92400e;
|
||||
}
|
||||
|
||||
.pmt__split {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
background: $soft;
|
||||
border: 1px dashed #cbd5e1;
|
||||
border-radius: 10px;
|
||||
padding: 14px 16px 0;
|
||||
margin: 4px 0 8px;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
.pmt__split-input {
|
||||
flex: 1 1 180px;
|
||||
min-width: 160px;
|
||||
}
|
||||
|
||||
.pmt__split-arrow {
|
||||
color: $muted;
|
||||
font-size: 14px;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
|
||||
.pmt__split-remainder {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
background: $green-soft;
|
||||
border: 1px solid #bbf7d0;
|
||||
border-radius: 8px;
|
||||
padding: 8px 14px;
|
||||
margin-bottom: 14px;
|
||||
flex: 1 1 180px;
|
||||
min-width: 160px;
|
||||
}
|
||||
|
||||
.pmt__split-remainder-label {
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: $green;
|
||||
}
|
||||
|
||||
.pmt__split-remainder-value {
|
||||
font-size: 16px;
|
||||
font-weight: 800;
|
||||
color: $green;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.pmt__content mat-form-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.pmt__actions {
|
||||
padding: 18px 30px !important;
|
||||
border-top: 1px solid #e2e8f0;
|
||||
background: #fff;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: flex-end;
|
||||
gap: 14px;
|
||||
flex-shrink: 0;
|
||||
|
||||
.pmt__btn-cancel {
|
||||
border-radius: 10px;
|
||||
font-weight: 600;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.pmt__btn-submit {
|
||||
border-radius: 10px;
|
||||
font-weight: 700;
|
||||
padding: 0 26px;
|
||||
height: 42px;
|
||||
background: linear-gradient(135deg, #1d4ed8 0%, #2563eb 100%);
|
||||
color: #fff;
|
||||
box-shadow: 0 8px 20px rgb(37 99 235 / 30%);
|
||||
transition: all 0.2s ease;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
box-shadow: 0 10px 24px rgb(37 99 235 / 40%);
|
||||
transform: translateY(-1px);
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
background: #cbd5e1;
|
||||
box-shadow: none;
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
padding: 14px 28px 20px !important;
|
||||
border-top: 1px solid $border;
|
||||
flex: 0 0 auto;
|
||||
}
|
||||
|
||||
+2
-117
@@ -24,26 +24,15 @@ import { UntypedFormBuilder, UntypedFormGroup, UntypedFormControl, ValidatorFn,
|
||||
/** Custom Services */
|
||||
import { FixedDepositsService } from '../../../fixed-deposits.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { FormatNumberPipe } from '../../../../../pipes/format-number.pipe';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { FdMaturityRow } from 'app/fd-dashboard/fd-dashboard.compute';
|
||||
|
||||
/**
|
||||
* "Payment" dialog -- an always-available alternative to Premature Close (Active-only, no reinvest) and
|
||||
* Close (Matured-only, no partial option). Works on an FD in either state and offers a fourth choice,
|
||||
* Partial Reinvest, alongside the ones the backend's `DepositAccountOnClosureType` already had: the
|
||||
* entered amount renews on this same account, the rest transfers to a savings account picked here.
|
||||
*
|
||||
* Doubles as the FD Dashboard's Renew action when opened with `data.dashboardRenewal` set: same form,
|
||||
* same full set of closure types (nothing removed -- Transfer to Savings and Partial Reinvest work from
|
||||
* the Dashboard too, not just the two Reinvest options). The only two differences in that mode: the
|
||||
* Closed On Date is computed from the FD's grace window instead of picked freely (backdated to the
|
||||
* original maturity date within grace, today once it's passed -- the picker is hidden, not just
|
||||
* defaulted, so it can't accidentally be moved off that date), and submit() first calls
|
||||
* `creditGapInterestIfPastGrace` when past grace, crediting the gap-period interest (at the linked
|
||||
* account's rate) onto the FD before the normal `payment` command runs and reads its balance.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-payment-dialog',
|
||||
@@ -87,18 +76,11 @@ export class PaymentDialogComponent implements OnInit {
|
||||
};
|
||||
|
||||
dialogRef = inject<MatDialogRef<PaymentDialogComponent>>(MatDialogRef);
|
||||
data: {
|
||||
accountId: number | string;
|
||||
accountBalance?: number;
|
||||
maturityDate?: any;
|
||||
/** Present only when opened from the FD Dashboard's Renew action. */
|
||||
dashboardRenewal?: { row: FdMaturityRow };
|
||||
} = inject(MAT_DIALOG_DATA);
|
||||
data: { accountId: number | string; accountBalance?: number; maturityDate?: any } = inject(MAT_DIALOG_DATA);
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private fixedDepositsService = inject(FixedDepositsService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
private alertService = inject(AlertService);
|
||||
|
||||
paymentForm: UntypedFormGroup;
|
||||
/** Loaded once, on open, from the same closure template the existing Close action already uses. */
|
||||
@@ -111,16 +93,6 @@ export class PaymentDialogComponent implements OnInit {
|
||||
submitError: string = null;
|
||||
maxDate: Date;
|
||||
|
||||
/** Whether gap-interest still needs crediting before this submits -- only ever true once, right
|
||||
* after open; cleared as soon as `submit()` has credited it, so a retried submit doesn't double-post. */
|
||||
private gapInterestPending = false;
|
||||
|
||||
/** Read-only numbers (current balance, linked account's rate, gap days, gap-interest amount,
|
||||
* projected new balance) fetched once on open in dashboard-renewal mode, shown above the Action
|
||||
* cards so staff see exactly what a late renewal is about to credit before confirming anything. */
|
||||
renewalPreview: any = null;
|
||||
renewalPreviewLoading = false;
|
||||
|
||||
ngOnInit(): void {
|
||||
this.maxDate = this.settingsService.businessDate;
|
||||
this.paymentForm = this.formBuilder.group({
|
||||
@@ -134,34 +106,6 @@ export class PaymentDialogComponent implements OnInit {
|
||||
],
|
||||
note: ['']
|
||||
});
|
||||
|
||||
// Fetched every time this dialog opens, not just from the FD Dashboard -- Payment is now only ever
|
||||
// offered once an FD has Matured (see FixedDepositsButtonsConfiguration), so a plain Payment on it
|
||||
// is exactly the same "late renewal" scenario the Dashboard's Renew action handles, and needs the
|
||||
// exact same date-locking/gap-interest treatment, or an FD closed this way instead of from the
|
||||
// Dashboard would silently skip crediting interest it genuinely earned.
|
||||
this.renewalPreviewLoading = true;
|
||||
this.fixedDepositsService.getFdRenewalPreview(this.data.accountId).subscribe({
|
||||
next: (preview: any) => {
|
||||
this.renewalPreview = preview;
|
||||
this.renewalPreviewLoading = false;
|
||||
if (preview?.isMatured) {
|
||||
// Computed from the grace window, never picked -- the date field stays in the form (the
|
||||
// generic submit path and reinvestCap/processingOnOrAfterMaturity both key off it) but its
|
||||
// picker is hidden once matured (see the template), so it can't be moved off this value.
|
||||
this.paymentForm
|
||||
.get('closedOnDate')
|
||||
.setValue(preview.withinGrace ? new Date(preview.maturityDate) : this.maxDate);
|
||||
this.gapInterestPending = !preview.withinGrace;
|
||||
}
|
||||
},
|
||||
// Non-fatal -- Confirm still works from here (backend re-derives the same numbers on submit),
|
||||
// only the numeric preview and its date-locking are unavailable, not the action itself.
|
||||
error: () => {
|
||||
this.renewalPreviewLoading = false;
|
||||
}
|
||||
});
|
||||
|
||||
this.paymentForm.get('onAccountClosureId').valueChanges.subscribe((id: number) => this.onClosureTypeChange(id));
|
||||
// The cap depends on whether the chosen date is on or after maturity, so a date change can make an
|
||||
// already-entered amount valid or invalid. Without this the amount keeps its verdict from the old date.
|
||||
@@ -192,31 +136,6 @@ export class PaymentDialogComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
get isDashboardRenewalMode(): boolean {
|
||||
return !!this.data.dashboardRenewal;
|
||||
}
|
||||
|
||||
get dashboardRenewalRow(): FdMaturityRow | null {
|
||||
return this.data.dashboardRenewal?.row ?? null;
|
||||
}
|
||||
|
||||
/** True once the loaded preview confirms this FD has actually Matured -- which, since Payment is
|
||||
* only ever offered on a Matured account, is every real open of this dialog now, from either entry
|
||||
* point. Drives the date-locking and gap-interest preview/crediting identically either way. */
|
||||
get isMaturedRenewal(): boolean {
|
||||
return !!this.renewalPreview?.isMatured;
|
||||
}
|
||||
|
||||
/** What clicking Confirm is actually about to do -- shown above the (hidden-picker) date once
|
||||
* matured, since the date itself is no longer visible to explain it. */
|
||||
get maturedRenewalTimingText(): string {
|
||||
if (!this.renewalPreview) return '';
|
||||
return this.renewalPreview.withinGrace
|
||||
? `Backdated to its original maturity date (${this.renewalPreview.maturityDate}), at the currently active interest rate.`
|
||||
: `This FD's grace period has passed -- gap-period interest (for the days since maturity) will be ` +
|
||||
`credited at the linked account's rate first, then this renews from today.`;
|
||||
}
|
||||
|
||||
/**
|
||||
* The amount being split, and the bound the entered partial amount is checked against.
|
||||
* <p>
|
||||
@@ -340,31 +259,6 @@ export class PaymentDialogComponent implements OnInit {
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
if (this.gapInterestPending) {
|
||||
this.submitting = true;
|
||||
this.submitError = null;
|
||||
this.fixedDepositsService.creditGapInterestIfPastGrace(this.data.accountId).subscribe({
|
||||
next: () => {
|
||||
this.gapInterestPending = false;
|
||||
this.submitGenericPayment();
|
||||
},
|
||||
error: (error: any) => {
|
||||
this.submitting = false;
|
||||
this.submitError =
|
||||
error?.error?.defaultUserMessage ??
|
||||
error?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
'Could not credit gap-period interest. Please review the details and try again.';
|
||||
}
|
||||
});
|
||||
return;
|
||||
}
|
||||
this.submitGenericPayment();
|
||||
}
|
||||
|
||||
/** The same `command=payment` submission every non-Dashboard call to this dialog already used --
|
||||
* Dashboard-renewal mode reaches it too, once any gap-interest pre-step above has cleared, so every
|
||||
* closure type behaves identically regardless of where the dialog was opened from. */
|
||||
private submitGenericPayment(): void {
|
||||
const formValue = { ...this.paymentForm.value };
|
||||
const locale = this.settingsService.language.code;
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
@@ -377,16 +271,7 @@ export class PaymentDialogComponent implements OnInit {
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.data.accountId as string, 'payment', data)
|
||||
.subscribe({
|
||||
next: (response: any) => {
|
||||
// Parked in the Checker Inbox rather than executed -- see the same handling in
|
||||
// PrematureCloseDialogComponent for why an HTTP 200 here can still mean "not applied yet".
|
||||
if (response?.rollbackTransaction) {
|
||||
this.alertService.alert({
|
||||
type: 'Success',
|
||||
message:
|
||||
'This payment has been submitted for approval. The deposit is unchanged until a checker approves it.'
|
||||
});
|
||||
}
|
||||
next: () => {
|
||||
this.dialogRef.close({ confirm: true });
|
||||
},
|
||||
// Keep the dialog open with the entered values and say what went wrong, rather than leaving a
|
||||
|
||||
-282
@@ -1,282 +0,0 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="pcd">
|
||||
<div class="pcd__header">
|
||||
<div class="pcd__header-left">
|
||||
<span class="pcd__header-ico"><fa-icon icon="times-circle"></fa-icon></span>
|
||||
<div class="pcd__header-text">
|
||||
<h2 class="pcd__title">{{ 'labels.heading.Premature Close' | translate }}</h2>
|
||||
<p class="pcd__subtitle">
|
||||
Close {{ data.accountNo ?? 'this account' }} before maturity -- interest is recalculated as of the date below,
|
||||
usually at a lower, penalty rate.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<button type="button" class="pcd__header-close" mat-dialog-close [disabled]="submitting" title="Close">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div mat-dialog-content class="pcd__content">
|
||||
@if (loadFailed) {
|
||||
<div class="pcd__error" role="alert">
|
||||
<fa-icon icon="times-circle" class="m-r-10"></fa-icon>
|
||||
Could not calculate the premature-closure amount for this account. Close this dialog and try again.
|
||||
</div>
|
||||
} @else {
|
||||
<form [formGroup]="prematureCloseForm">
|
||||
<mat-form-field appearance="outline" class="pcd__date" (click)="closedOnDatePicker.open()">
|
||||
<mat-label>{{ 'labels.inputs.Premature Close Date' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[min]="minDate"
|
||||
[max]="maxDate"
|
||||
[matDatepicker]="closedOnDatePicker"
|
||||
required
|
||||
formControlName="closedOnDate"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #closedOnDatePicker></mat-datepicker>
|
||||
@if (prematureCloseForm.controls.closedOnDate.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Premature Close Date' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>Closure Reason</mat-label>
|
||||
<mat-select formControlName="prematureClosureReasonId">
|
||||
@for (reason of closureReasonOptions; track reason.id) {
|
||||
<mat-option [value]="reason.id">{{ reason.label }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
@if (loadingAmount) {
|
||||
<div class="pcd__loading">
|
||||
<mat-spinner diameter="28"></mat-spinner>
|
||||
<span>Calculating premature-closure amount...</span>
|
||||
</div>
|
||||
} @else {
|
||||
@if (data.activatedOnDate || data.maturityDate || data.currentBalance !== undefined) {
|
||||
<div class="pcd__preview pcd__preview--tenure">
|
||||
@if (data.activatedOnDate) {
|
||||
<div class="pcd__preview-row">
|
||||
<span class="pcd__preview-label">Current Term Started</span>
|
||||
<span class="pcd__preview-value">{{ activatedOnDateDisplay }}</span>
|
||||
</div>
|
||||
<div class="pcd__preview-row">
|
||||
<span class="pcd__preview-label">Tenure Completed (this term)</span>
|
||||
<span class="pcd__preview-value"
|
||||
>{{ tenureElapsedDisplay }} <span class="pcd__preview-sub">({{ daysElapsed }} days)</span></span
|
||||
>
|
||||
</div>
|
||||
}
|
||||
@if (data.maturityDate) {
|
||||
<div class="pcd__preview-row">
|
||||
<span class="pcd__preview-label">Scheduled Maturity Date</span>
|
||||
<span class="pcd__preview-value"
|
||||
>{{ maturityDateDisplay }}
|
||||
<span class="pcd__preview-sub">({{ daysRemainingToMaturity }} days left)</span></span
|
||||
>
|
||||
</div>
|
||||
}
|
||||
@if (data.currentBalance !== undefined && data.currentBalance !== null) {
|
||||
<div class="pcd__preview-row">
|
||||
<span class="pcd__preview-label">Current Balance (as of today)</span>
|
||||
<span class="pcd__preview-value">{{ data.currentBalance | formatNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (maturityAmount !== null && maturityAmount !== undefined) {
|
||||
<div class="pcd__preview">
|
||||
@if (data.depositAmount) {
|
||||
<div class="pcd__preview-row">
|
||||
<span class="pcd__preview-label">Deposit Amount</span>
|
||||
<span class="pcd__preview-value">{{ data.depositAmount | formatNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (data.nominalAnnualInterestRate) {
|
||||
<div class="pcd__preview-row">
|
||||
<span class="pcd__preview-label">Contracted Interest Rate</span>
|
||||
<span class="pcd__preview-value">{{ data.nominalAnnualInterestRate }}%</span>
|
||||
</div>
|
||||
}
|
||||
@if (effectiveInterestRate !== null && effectiveInterestRate !== undefined) {
|
||||
<div class="pcd__preview-row pcd__preview-row--highlight">
|
||||
<span class="pcd__preview-label">Effective Rate for this closure</span>
|
||||
<span class="pcd__preview-value">{{ effectiveInterestRate }}%</span>
|
||||
</div>
|
||||
}
|
||||
@if (data.preClosurePenalApplicable) {
|
||||
<div
|
||||
class="pcd__preview-row"
|
||||
[class.pcd__preview-row--waived]="prematureCloseForm.get('waivePreClosurePenalty').value"
|
||||
>
|
||||
<span class="pcd__preview-label"
|
||||
>Pre-Closure Penalty (on {{ data.preClosurePenalInterestOnType?.value }})</span
|
||||
>
|
||||
<span class="pcd__preview-value">
|
||||
@if (prematureCloseForm.get('waivePreClosurePenalty').value) {
|
||||
<span class="pcd__penalty-waived-tag">Waived</span>
|
||||
} @else {
|
||||
− {{ data.preClosurePenalInterest }}%
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (interestEarned !== null) {
|
||||
<div class="pcd__preview-row pcd__preview-row--highlight">
|
||||
<span class="pcd__preview-label"
|
||||
>Interest Earned (to {{ 'labels.inputs.Premature Close Date' | translate }})</span
|
||||
>
|
||||
<span class="pcd__preview-value"
|
||||
>{{ interestEarned >= 0 ? '+' : '' }} {{ interestEarned | formatNumber }}</span
|
||||
>
|
||||
</div>
|
||||
}
|
||||
<div class="pcd__preview-row pcd__preview-row--total">
|
||||
<span class="pcd__preview-label">{{ 'labels.inputs.Maturity Amount' | translate }}</span>
|
||||
<span class="pcd__preview-value">{{ maturityAmount | formatNumber }}</span>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (data.preClosurePenalApplicable) {
|
||||
@if (isAutoWaivedReason) {
|
||||
<div class="pcd__waive-locked">
|
||||
<fa-icon icon="check-circle" class="m-r-10"></fa-icon>
|
||||
<span>
|
||||
Penalty automatically waived -- <strong>{{ selectedReasonLabel }}</strong> always waives the
|
||||
pre-closure penalty, regardless of this checkbox.
|
||||
</span>
|
||||
</div>
|
||||
} @else {
|
||||
<mat-checkbox formControlName="waivePreClosurePenalty" class="pcd__waive-checkbox">
|
||||
Waive the pre-closure penalty for this closure
|
||||
<span class="pcd__waive-hint">
|
||||
Interest recalculates at the full contracted rate instead of the penalty rate above. This does not
|
||||
change the product's own penalty setting -- it applies to this one closure only.
|
||||
</span>
|
||||
</mat-checkbox>
|
||||
}
|
||||
}
|
||||
|
||||
<div class="pcd__section-label" id="pcd-action-label">{{ 'labels.inputs.Action' | translate }}</div>
|
||||
<div class="pcd__options" role="radiogroup" aria-labelledby="pcd-action-label">
|
||||
@for (closureOption of onAccountClosureOptions; track closureOption) {
|
||||
<button
|
||||
type="button"
|
||||
class="pcd__option"
|
||||
role="radio"
|
||||
[attr.aria-checked]="prematureCloseForm.get('onAccountClosureId').value === closureOption.id"
|
||||
[class.pcd__option--active]="prematureCloseForm.get('onAccountClosureId').value === closureOption.id"
|
||||
(click)="selectClosureType(closureOption.id)"
|
||||
>
|
||||
<span class="pcd__option-ico"><fa-icon [icon]="iconFor(closureOption.id)"></fa-icon></span>
|
||||
<span class="pcd__option-text">
|
||||
<span class="pcd__option-title">{{ closureOption.value }}</span>
|
||||
<span class="pcd__option-desc">{{ descriptionFor(closureOption.id) }}</span>
|
||||
</span>
|
||||
@if (prematureCloseForm.get('onAccountClosureId').value === closureOption.id) {
|
||||
<fa-icon icon="check-circle" class="pcd__option-check"></fa-icon>
|
||||
}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
@if (
|
||||
prematureCloseForm.controls.onAccountClosureId?.hasError('required') &&
|
||||
prematureCloseForm.controls.onAccountClosureId?.touched
|
||||
) {
|
||||
<div class="pcd__option-error">
|
||||
{{ 'labels.inputs.Account action' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
{{ 'labels.commons.required' | translate }}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (noDestinationAccounts) {
|
||||
<p class="pcd__hint pcd__hint--warn" role="alert">
|
||||
<fa-icon icon="info-circle" class="m-r-5"></fa-icon>
|
||||
This customer has no active savings account to transfer into. Premature closure has to be paid into a
|
||||
savings account, so open one for this customer before closing this deposit.
|
||||
</p>
|
||||
}
|
||||
|
||||
@if (prematureCloseForm.contains('toSavingsAccountId')) {
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>{{ 'labels.inputs.Transfer to Savings' | translate }}</mat-label>
|
||||
<mat-select required formControlName="toSavingsAccountId">
|
||||
@for (account of savingsAccountsData; track account) {
|
||||
<mat-option [value]="account.id">
|
||||
{{ account.accountNo }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (prematureCloseForm.controls.toSavingsAccountId?.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Transfer to savings account' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (prematureCloseForm.contains('toGlAccountId')) {
|
||||
<mifosx-gl-account-selector
|
||||
[inputFormControl]="toGlAccountControl"
|
||||
[glAccountList]="glAccountsData"
|
||||
[required]="true"
|
||||
[inputLabel]="'Transfer to GL Account'"
|
||||
>
|
||||
</mifosx-gl-account-selector>
|
||||
}
|
||||
|
||||
@if (prematureCloseForm.contains('transferDescription')) {
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>{{ 'labels.inputs.Transfer Description' | translate }}</mat-label>
|
||||
<input matInput formControlName="transferDescription" />
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (prematureCloseForm.contains('note')) {
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
|
||||
<textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
|
||||
</mat-form-field>
|
||||
}
|
||||
}
|
||||
|
||||
@if (submitError) {
|
||||
<p class="pcd__error" role="alert">
|
||||
<fa-icon icon="times-circle" class="m-r-5"></fa-icon>
|
||||
{{ submitError }}
|
||||
</p>
|
||||
}
|
||||
</form>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div mat-dialog-actions align="end" class="pcd__actions">
|
||||
<button mat-button mat-dialog-close [disabled]="submitting" class="pcd__btn-cancel">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
<button
|
||||
mat-raised-button
|
||||
class="pcd__btn-submit"
|
||||
[disabled]="!prematureCloseForm?.valid || submitting || loadFailed || loadingAmount"
|
||||
(click)="submit()"
|
||||
>
|
||||
{{ submitting ? ('labels.buttons.Processing' | translate) : ('labels.buttons.Confirm' | translate) }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
-468
@@ -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/.
|
||||
*/
|
||||
|
||||
/**
|
||||
* Premature Close Dialog Styles
|
||||
* CBSNexora Core Banking System
|
||||
*
|
||||
* Same shape/spacing/typography as the Payment dialog (.pmt__*), in this Danger Zone action's own red
|
||||
* accent on the header and Confirm button, rather than Payment's blue -- an irreversible, usually
|
||||
* penalty-bearing action reads differently from a routine one, everywhere else stays identical so the
|
||||
* two dialogs feel like the same product.
|
||||
*/
|
||||
|
||||
.pcd {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
height: 100%;
|
||||
max-height: 92vh;
|
||||
box-sizing: border-box;
|
||||
font-family:
|
||||
'DM Sans',
|
||||
system-ui,
|
||||
-apple-system,
|
||||
sans-serif;
|
||||
color: #0f172a;
|
||||
border-radius: 16px;
|
||||
overflow: hidden;
|
||||
box-shadow: 0 24px 48px -12px rgb(15 23 42 / 25%);
|
||||
}
|
||||
|
||||
.pcd__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
padding: 26px 30px;
|
||||
background: linear-gradient(135deg, #7f1d1d 0%, #b91c1c 55%, #dc2626 100%);
|
||||
color: #fff;
|
||||
flex-shrink: 0;
|
||||
position: relative;
|
||||
overflow: hidden;
|
||||
|
||||
&::after {
|
||||
content: '';
|
||||
position: absolute;
|
||||
inset: 0;
|
||||
background: radial-gradient(circle at 88% -20%, rgb(255 255 255 / 22%), transparent 55%);
|
||||
pointer-events: none;
|
||||
}
|
||||
|
||||
&-left {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
position: relative;
|
||||
z-index: 1;
|
||||
}
|
||||
|
||||
&-ico {
|
||||
width: 48px;
|
||||
height: 48px;
|
||||
border-radius: 14px;
|
||||
background: rgb(255 255 255 / 16%);
|
||||
border: 1px solid rgb(255 255 255 / 25%);
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
font-size: 20px;
|
||||
color: #fff;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
&-text {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
}
|
||||
|
||||
&-close {
|
||||
position: relative;
|
||||
z-index: 1;
|
||||
background: rgb(255 255 255 / 14%);
|
||||
border: none;
|
||||
color: #fff;
|
||||
width: 34px;
|
||||
height: 34px;
|
||||
border-radius: 50%;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
cursor: pointer;
|
||||
transition: all 0.2s ease;
|
||||
flex-shrink: 0;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: rgb(255 255 255 / 28%);
|
||||
transform: rotate(90deg);
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.5;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__title {
|
||||
margin: 0;
|
||||
font-size: 20px;
|
||||
font-weight: 800;
|
||||
color: #fff;
|
||||
line-height: 1.25;
|
||||
letter-spacing: -0.01em;
|
||||
}
|
||||
|
||||
.pcd__subtitle {
|
||||
margin: 5px 0 0;
|
||||
font-size: 13px;
|
||||
color: rgb(255 255 255 / 88%);
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
.pcd__content {
|
||||
padding: 26px 30px !important;
|
||||
overflow-y: auto;
|
||||
flex: 1 1 auto;
|
||||
background: #fbfcfe;
|
||||
|
||||
mat-form-field {
|
||||
width: 100%;
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__loading {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
color: #64748b;
|
||||
font-size: 13px;
|
||||
padding: 14px 0 18px;
|
||||
}
|
||||
|
||||
.pcd__preview {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 14px;
|
||||
padding: 4px 18px;
|
||||
margin: 0 0 18px;
|
||||
|
||||
&-row {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 12px;
|
||||
padding: 11px 0;
|
||||
border-bottom: 1px solid #f1f5f9;
|
||||
|
||||
&:last-child {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
&--highlight {
|
||||
.pcd__preview-value {
|
||||
color: #b91c1c;
|
||||
font-weight: 800;
|
||||
}
|
||||
}
|
||||
|
||||
&--total {
|
||||
margin: 0 -18px;
|
||||
padding: 14px 18px;
|
||||
background: linear-gradient(135deg, #fef2f2 0%, #fee2e2 100%);
|
||||
border-bottom: none;
|
||||
border-radius: 0 0 12px 12px;
|
||||
|
||||
.pcd__preview-label {
|
||||
color: #b91c1c;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.pcd__preview-value {
|
||||
color: #0f172a;
|
||||
font-size: 18px;
|
||||
font-weight: 800;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
&-label {
|
||||
font-size: 12.5px;
|
||||
color: #64748b;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
&-value {
|
||||
font-family: 'JetBrains Mono', 'DM Sans', monospace;
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&-sub {
|
||||
font-family: 'DM Sans', sans-serif;
|
||||
font-size: 11px;
|
||||
font-weight: 500;
|
||||
color: #94a3b8;
|
||||
margin-left: 4px;
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__preview--tenure {
|
||||
margin-bottom: 14px;
|
||||
}
|
||||
|
||||
.pcd__preview-row--waived {
|
||||
.pcd__preview-label {
|
||||
color: #16a34a;
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__penalty-waived-tag {
|
||||
font-family: 'DM Sans', sans-serif;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: #15803d;
|
||||
background: #dcfce7;
|
||||
border: 1px solid #86efac;
|
||||
border-radius: 999px;
|
||||
padding: 3px 10px;
|
||||
}
|
||||
|
||||
.pcd__waive-checkbox {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
padding: 14px 16px;
|
||||
margin: 0 0 18px;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: #0f172a;
|
||||
|
||||
::ng-deep .mdc-form-field {
|
||||
align-items: flex-start;
|
||||
}
|
||||
|
||||
::ng-deep .mdc-checkbox {
|
||||
margin-top: -9px;
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__waive-locked {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 10px;
|
||||
background: #f0fdf4;
|
||||
border: 1px solid #bbf7d0;
|
||||
border-left: 4px solid #16a34a;
|
||||
border-radius: 10px;
|
||||
color: #15803d;
|
||||
font-size: 13px;
|
||||
line-height: 1.5;
|
||||
padding: 12px 16px;
|
||||
margin: 0 0 18px;
|
||||
|
||||
strong {
|
||||
color: #166534;
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__waive-hint {
|
||||
display: block;
|
||||
font-size: 12px;
|
||||
font-weight: 500;
|
||||
color: #64748b;
|
||||
margin-top: 3px;
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
.pcd__section-label {
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.06em;
|
||||
color: #475569;
|
||||
margin: 10px 0 12px;
|
||||
}
|
||||
|
||||
/* Action Options Grid - 2 Equal Columns */
|
||||
.pcd__options {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
gap: 14px;
|
||||
margin-bottom: 18px;
|
||||
|
||||
@media (width <= 560px) {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__option {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 14px;
|
||||
text-align: left;
|
||||
background: #fff;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 14px;
|
||||
padding: 16px;
|
||||
cursor: pointer;
|
||||
font: inherit;
|
||||
transition: all 0.2s cubic-bezier(0.4, 0, 0.2, 1);
|
||||
position: relative;
|
||||
|
||||
&:hover {
|
||||
border-color: #fca5a5;
|
||||
background: #f8fafc;
|
||||
box-shadow: 0 6px 16px rgb(15 23 42 / 6%);
|
||||
transform: translateY(-1px);
|
||||
}
|
||||
|
||||
&--active {
|
||||
border-color: #dc2626;
|
||||
background: #fef2f2;
|
||||
box-shadow: 0 0 0 1.5px #dc2626;
|
||||
|
||||
.pcd__option-ico {
|
||||
background: #dc2626;
|
||||
color: #fff;
|
||||
border-color: #dc2626;
|
||||
}
|
||||
}
|
||||
|
||||
&-ico {
|
||||
width: 38px;
|
||||
height: 38px;
|
||||
min-width: 38px;
|
||||
border-radius: 10px;
|
||||
background: #f1f5f9;
|
||||
border: 1px solid #e2e8f0;
|
||||
color: #dc2626;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
font-size: 15px;
|
||||
flex-shrink: 0;
|
||||
transition: all 0.2s ease;
|
||||
}
|
||||
|
||||
&-text {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
flex: 1;
|
||||
}
|
||||
|
||||
&-title {
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
line-height: 1.3;
|
||||
}
|
||||
|
||||
&-desc {
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
&-check {
|
||||
color: #dc2626;
|
||||
font-size: 17px;
|
||||
position: absolute;
|
||||
top: 14px;
|
||||
right: 14px;
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__option-error {
|
||||
color: #b91c1c;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
margin: -10px 0 14px;
|
||||
}
|
||||
|
||||
.pcd__hint {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 10px;
|
||||
background: #f0f9ff;
|
||||
border: 1px solid #bae6fd;
|
||||
border-left: 4px solid #0284c7;
|
||||
border-radius: 10px;
|
||||
color: #0369a1;
|
||||
font-size: 13px;
|
||||
line-height: 1.5;
|
||||
padding: 12px 16px;
|
||||
margin: 0 0 18px;
|
||||
|
||||
&--warn {
|
||||
background: #fffbeb;
|
||||
border-color: #fde68a;
|
||||
border-left-color: #d97706;
|
||||
color: #b45309;
|
||||
}
|
||||
}
|
||||
|
||||
.pcd__error {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 10px;
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
border-left: 4px solid #ef4444;
|
||||
border-radius: 10px;
|
||||
color: #b91c1c;
|
||||
font-size: 13px;
|
||||
padding: 12px 16px;
|
||||
margin: 10px 0;
|
||||
}
|
||||
|
||||
.pcd__actions {
|
||||
padding: 18px 30px !important;
|
||||
border-top: 1px solid #e2e8f0;
|
||||
background: #fff;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: flex-end;
|
||||
gap: 14px;
|
||||
flex-shrink: 0;
|
||||
|
||||
.pcd__btn-cancel {
|
||||
border-radius: 10px;
|
||||
font-weight: 600;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.pcd__btn-submit {
|
||||
border-radius: 10px;
|
||||
font-weight: 700;
|
||||
padding: 0 26px;
|
||||
height: 42px;
|
||||
background: linear-gradient(135deg, #b91c1c 0%, #dc2626 100%);
|
||||
color: #fff;
|
||||
box-shadow: 0 8px 20px rgb(220 38 38 / 30%);
|
||||
transition: all 0.2s ease;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
box-shadow: 0 10px 24px rgb(220 38 38 / 40%);
|
||||
transform: translateY(-1px);
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
background: #cbd5e1;
|
||||
box-shadow: none;
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
}
|
||||
-446
@@ -1,446 +0,0 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import {
|
||||
MAT_DIALOG_DATA,
|
||||
MatDialogRef,
|
||||
MatDialogContent,
|
||||
MatDialogActions,
|
||||
MatDialogClose
|
||||
} from '@angular/material/dialog';
|
||||
import { CdkScrollable } from '@angular/cdk/scrolling';
|
||||
import { CdkTextareaAutosize } from '@angular/cdk/text-field';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, UntypedFormControl, Validators } from '@angular/forms';
|
||||
|
||||
/** Custom Services */
|
||||
import { FixedDepositsService } from '../../../fixed-deposits.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { AccountingService } from 'app/accounting/accounting.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { FormatNumberPipe } from '../../../../../pipes/format-number.pipe';
|
||||
import { GlAccountSelectorComponent } from 'app/shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||
import { GLAccount } from 'app/shared/models/general.model';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
* "Premature Close" dialog -- Active-only, no reinvest option (the deposit hasn't matured, so there's
|
||||
* nothing to renew): transfer the pre-maturity balance to a savings account, or post it to a GL account.
|
||||
* There is deliberately no cash payout -- the backend does not offer or accept one for a premature
|
||||
* closure, so the proceeds always stay traceable to an account. Same
|
||||
* `.pcd__*` visual language as the Payment dialog ({@link PaymentDialogComponent}), in this Danger Zone
|
||||
* action's own red accent rather than Payment's blue, since it's an irreversible, usually
|
||||
* penalty-bearing action rather than a routine one.
|
||||
* <p>
|
||||
* The premature amount is date-dependent (unlike Payment's one-shot template load): every change to
|
||||
* Closed On Date re-calls `calculatePrematureAmount`, same as the full-page form this replaces did.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-premature-close-dialog',
|
||||
templateUrl: './premature-close-dialog.component.html',
|
||||
styleUrls: ['./premature-close-dialog.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
CdkScrollable,
|
||||
MatDialogContent,
|
||||
MatDialogActions,
|
||||
MatDialogClose,
|
||||
CdkTextareaAutosize,
|
||||
FaIconComponent,
|
||||
FormatNumberPipe,
|
||||
GlAccountSelectorComponent
|
||||
]
|
||||
})
|
||||
export class PrematureCloseDialogComponent implements OnInit {
|
||||
/** The `onAccountClosureId` codes Premature Close can offer -- same codes Payment/Close use. */
|
||||
private static readonly WITHDRAW_DEPOSIT_ID = 100;
|
||||
private static readonly TRANSFER_TO_SAVINGS_ID = 200;
|
||||
private static readonly TRANSFER_TO_GL_ID = 600;
|
||||
|
||||
private static readonly ACTION_ICONS: Record<number, string> = {
|
||||
[PrematureCloseDialogComponent.WITHDRAW_DEPOSIT_ID]: 'money-bill-wave',
|
||||
[PrematureCloseDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'wallet',
|
||||
[PrematureCloseDialogComponent.TRANSFER_TO_GL_ID]: 'book'
|
||||
};
|
||||
|
||||
private static readonly ACTION_DESCRIPTIONS: Record<number, string> = {
|
||||
[PrematureCloseDialogComponent.WITHDRAW_DEPOSIT_ID]: 'Pay out the full balance in cash',
|
||||
[PrematureCloseDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'Move the full balance to another savings account',
|
||||
[PrematureCloseDialogComponent.TRANSFER_TO_GL_ID]: 'Post the full balance to a GL account'
|
||||
};
|
||||
|
||||
/**
|
||||
* Mirrors the backend's PrematureClosureReasonType values exactly -- see that enum for why these
|
||||
* four (everything but Normal) always waive the penalty by RBI policy rather than at the maker's
|
||||
* discretion. `gatedBy` is the product-facility flag (from `data`) that must be true for the option
|
||||
* to even be offered; `null` means always offered. Deceased Settlement / Nominee-Legal Heir Closure
|
||||
* are gated because they are the product's own opt-in facilities (see SavingsProduct
|
||||
* deceasedSettlement/noPenaltyNomineeHeirClosure) -- a product that never enabled one shouldn't let
|
||||
* a maker pick it to bypass a penalty that product's terms don't actually exempt.
|
||||
*/
|
||||
private static readonly NORMAL_REASON_ID = 100;
|
||||
private static readonly ALL_CLOSURE_REASONS: {
|
||||
id: number;
|
||||
label: string;
|
||||
autoWaived: boolean;
|
||||
gatedBy: 'deceasedSettlement' | 'noPenaltyNomineeHeirClosure' | null;
|
||||
}[] = [
|
||||
{ id: 100, label: 'Normal Premature Closure', autoWaived: false, gatedBy: null },
|
||||
{ id: 200, label: 'Premature Extension / Renewal', autoWaived: true, gatedBy: null },
|
||||
{ id: 300, label: 'Conversion to Another Term Deposit', autoWaived: true, gatedBy: null },
|
||||
{ id: 400, label: 'Deceased Settlement', autoWaived: true, gatedBy: 'deceasedSettlement' },
|
||||
{ id: 500, label: 'Nominee / Legal Heir Closure', autoWaived: true, gatedBy: 'noPenaltyNomineeHeirClosure' }
|
||||
];
|
||||
|
||||
dialogRef = inject<MatDialogRef<PrematureCloseDialogComponent>>(MatDialogRef);
|
||||
data: {
|
||||
accountId: number | string;
|
||||
accountNo?: string;
|
||||
depositAmount?: number;
|
||||
nominalAnnualInterestRate?: number;
|
||||
preClosurePenalApplicable?: boolean;
|
||||
preClosurePenalInterest?: number;
|
||||
preClosurePenalInterestOnType?: { value: string };
|
||||
deceasedSettlement?: boolean;
|
||||
noPenaltyNomineeHeirClosure?: boolean;
|
||||
activatedOnDate?: any;
|
||||
maturityDate?: any;
|
||||
currentBalance?: number;
|
||||
} = inject(MAT_DIALOG_DATA);
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private fixedDepositsService = inject(FixedDepositsService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private accountingService = inject(AccountingService);
|
||||
private alertService = inject(AlertService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
prematureCloseForm: UntypedFormGroup;
|
||||
onAccountClosureOptions: any[] = [];
|
||||
savingsAccountsData: any[] = [];
|
||||
/** Postable GL accounts, loaded once -- only read when the GL action is chosen. */
|
||||
glAccountsData: GLAccount[] = [];
|
||||
maturityAmount: number = null;
|
||||
/** The rate actually resolved for THIS preview by the backend (actual-period vs contracted,
|
||||
* penalty-deducted or not) -- distinct from data.nominalAnnualInterestRate, which is always the
|
||||
* account's unmodified contracted rate. Read fresh on every recalculation. */
|
||||
effectiveInterestRate: number = null;
|
||||
loadingAmount = true;
|
||||
loadFailed = false;
|
||||
submitting = false;
|
||||
submitError: string = null;
|
||||
minDate = new Date(2000, 0, 1);
|
||||
maxDate: Date;
|
||||
|
||||
ngOnInit(): void {
|
||||
this.maxDate = this.settingsService.businessDate;
|
||||
this.prematureCloseForm = this.formBuilder.group({
|
||||
closedOnDate: [
|
||||
this.maxDate,
|
||||
Validators.required
|
||||
],
|
||||
// Both always present (not added conditionally like onAccountClosureId below) so submit()
|
||||
// always carries a value, even for a product with no penalty configured at all -- the backend
|
||||
// ignores them there anyway, since there is nothing to waive.
|
||||
prematureClosureReasonId: [PrematureCloseDialogComponent.NORMAL_REASON_ID],
|
||||
waivePreClosurePenalty: [false]
|
||||
});
|
||||
|
||||
this.prematureCloseForm
|
||||
.get('closedOnDate')
|
||||
.valueChanges.subscribe((date: Date) => this.calculatePrematureAmount(date));
|
||||
// Waiving/un-waiving recalculates the preview the same way changing the date does -- the maker
|
||||
// should see the actual amount they're about to confirm, not the penalty-applied one, the moment
|
||||
// they tick the box.
|
||||
this.prematureCloseForm
|
||||
.get('waivePreClosurePenalty')
|
||||
.valueChanges.subscribe(() => this.calculatePrematureAmount(this.prematureCloseForm.get('closedOnDate').value));
|
||||
// Picking an RBI-mandated waiver reason forces the checkbox on (see onClosureReasonChange) and,
|
||||
// like it, recalculates the preview so the amount shown always matches the reason selected.
|
||||
this.prematureCloseForm
|
||||
.get('prematureClosureReasonId')
|
||||
.valueChanges.subscribe((id: number) => this.onClosureReasonChange(id));
|
||||
// Same date the form already starts with -- without this the amount/options never load unless the
|
||||
// maker happens to touch the date picker, which the full-page form this replaces required too.
|
||||
this.calculatePrematureAmount(this.maxDate);
|
||||
}
|
||||
|
||||
/** The reason list this account's product actually allows -- see ALL_CLOSURE_REASONS' `gatedBy`. */
|
||||
get closureReasonOptions(): { id: number; label: string; autoWaived: boolean }[] {
|
||||
return PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.filter(
|
||||
(reason) => !reason.gatedBy || this.data[reason.gatedBy]
|
||||
);
|
||||
}
|
||||
|
||||
/** True when the selected reason waives the penalty by policy, not maker choice -- the checkbox is
|
||||
* hidden in favour of a plain statement of that fact when this is true (see the template). */
|
||||
get isAutoWaivedReason(): boolean {
|
||||
return !!this.selectedReason?.autoWaived;
|
||||
}
|
||||
|
||||
get selectedReasonLabel(): string {
|
||||
return this.selectedReason?.label ?? '';
|
||||
}
|
||||
|
||||
private get selectedReason(): { id: number; label: string; autoWaived: boolean } | undefined {
|
||||
const id = this.prematureCloseForm?.get('prematureClosureReasonId')?.value;
|
||||
return PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.find((reason) => reason.id === id);
|
||||
}
|
||||
|
||||
private onClosureReasonChange(reasonId: number): void {
|
||||
const reason = PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.find((r) => r.id === reasonId);
|
||||
if (reason?.autoWaived) {
|
||||
// emitEvent: false -- the explicit calculatePrematureAmount call below already covers this
|
||||
// change; without it, this setValue would also fire waivePreClosurePenalty's own subscription
|
||||
// and the amount would be calculated twice for one reason change.
|
||||
this.prematureCloseForm.get('waivePreClosurePenalty').setValue(true, { emitEvent: false });
|
||||
}
|
||||
this.calculatePrematureAmount(this.prematureCloseForm.get('closedOnDate').value);
|
||||
}
|
||||
|
||||
private calculatePrematureAmount(date: Date): void {
|
||||
this.loadingAmount = true;
|
||||
this.loadFailed = false;
|
||||
const locale = this.settingsService.language.code;
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const data = {
|
||||
closedOnDate: this.dateUtils.formatDate(date, dateFormat),
|
||||
dateFormat,
|
||||
locale,
|
||||
prematureClosureReasonId: this.prematureCloseForm.get('prematureClosureReasonId')?.value,
|
||||
waivePreClosurePenalty: !!this.prematureCloseForm.get('waivePreClosurePenalty')?.value
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.data.accountId as string, 'calculatePrematureAmount', data)
|
||||
.subscribe({
|
||||
next: (response: any) => {
|
||||
this.savingsAccountsData = response.savingsAccounts ?? [];
|
||||
this.onAccountClosureOptions = response.onAccountClosureOptions ?? [];
|
||||
this.maturityAmount = response.maturityAmount;
|
||||
this.effectiveInterestRate = response.nominalAnnualInterestRate ?? null;
|
||||
this.loadingAmount = false;
|
||||
if (!this.prematureCloseForm.contains('onAccountClosureId')) {
|
||||
this.prematureCloseForm.addControl('onAccountClosureId', new UntypedFormControl('', Validators.required));
|
||||
this.prematureCloseForm.addControl('note', new UntypedFormControl(''));
|
||||
this.prematureCloseForm
|
||||
.get('onAccountClosureId')
|
||||
.valueChanges.subscribe((id: number) => this.onClosureTypeChange(id));
|
||||
}
|
||||
},
|
||||
// Without this the spinner would run forever on a failed load, leaving Cancel as the only way out.
|
||||
error: () => {
|
||||
this.loadingAmount = false;
|
||||
this.loadFailed = true;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Adds/removes the destination control to match what the chosen type needs. */
|
||||
private onClosureTypeChange(id: number): void {
|
||||
const toSavings = id === PrematureCloseDialogComponent.TRANSFER_TO_SAVINGS_ID;
|
||||
const toGl = id === PrematureCloseDialogComponent.TRANSFER_TO_GL_ID;
|
||||
|
||||
if (toSavings && !this.prematureCloseForm.contains('toSavingsAccountId')) {
|
||||
this.prematureCloseForm.addControl('toSavingsAccountId', new UntypedFormControl('', Validators.required));
|
||||
} else if (!toSavings) {
|
||||
this.prematureCloseForm.removeControl('toSavingsAccountId');
|
||||
}
|
||||
|
||||
if (toGl) {
|
||||
if (!this.prematureCloseForm.contains('toGlAccountId')) {
|
||||
this.prematureCloseForm.addControl('toGlAccountId', new UntypedFormControl('', Validators.required));
|
||||
}
|
||||
this.loadGlAccounts();
|
||||
} else {
|
||||
this.prematureCloseForm.removeControl('toGlAccountId');
|
||||
}
|
||||
|
||||
// Both destinations carry the description through -- to the account transfer, or to the narration on
|
||||
// the journal entry that credits the GL account.
|
||||
if ((toSavings || toGl) && !this.prematureCloseForm.contains('transferDescription')) {
|
||||
this.prematureCloseForm.addControl('transferDescription', new UntypedFormControl(''));
|
||||
} else if (!toSavings && !toGl) {
|
||||
this.prematureCloseForm.removeControl('transferDescription');
|
||||
}
|
||||
}
|
||||
|
||||
/** Fetched on first use rather than with the dialog, since most closures never pick the GL action. */
|
||||
private loadGlAccounts(): void {
|
||||
if (this.glAccountsData.length) {
|
||||
return;
|
||||
}
|
||||
this.accountingService.getGlAccounts().subscribe((accounts: GLAccount[]) => {
|
||||
this.glAccountsData = accounts ?? [];
|
||||
});
|
||||
}
|
||||
|
||||
/** The GL selector takes a control instance, not a control name. */
|
||||
get toGlAccountControl(): UntypedFormControl {
|
||||
return this.prematureCloseForm.get('toGlAccountId') as UntypedFormControl;
|
||||
}
|
||||
|
||||
/** The gap between the deposit and the computed maturity amount -- the actual interest this premature
|
||||
* closure earns, at whatever rate (contracted, or the lower pre-closure-penalty one below) applied. */
|
||||
get interestEarned(): number | null {
|
||||
if (this.maturityAmount === null || this.maturityAmount === undefined || !this.data.depositAmount) {
|
||||
return null;
|
||||
}
|
||||
return Number(this.maturityAmount) - Number(this.data.depositAmount);
|
||||
}
|
||||
|
||||
get activatedOnDateDisplay(): string {
|
||||
return this.formatFullDate(this.data.activatedOnDate);
|
||||
}
|
||||
|
||||
get maturityDateDisplay(): string {
|
||||
return this.formatFullDate(this.data.maturityDate);
|
||||
}
|
||||
|
||||
/**
|
||||
* The date every "as of" figure in this dialog is measured against -- the maker's own chosen Premature
|
||||
* Close Date, falling back to Fineract's configured Business Date. Deliberately NOT the real-world
|
||||
* clock (`new Date()`): Fineract's business date can lag behind the calendar (a bank's own admin
|
||||
* advances it), and the backend's interest calculation is measured from THIS date, not today's actual
|
||||
* date. Using the real clock here previously showed a "days elapsed" figure that disagreed with the
|
||||
* interest the backend actually computed for the same closure -- both must read off the same clock.
|
||||
*/
|
||||
private get referenceDate(): Date {
|
||||
const picked = this.prematureCloseForm?.get('closedOnDate')?.value;
|
||||
return picked instanceof Date ? picked : this.maxDate;
|
||||
}
|
||||
|
||||
/** Days from the current term's start to the chosen closure date -- 0 if the date is missing or the
|
||||
* closure date is somehow before it, rather than a negative. */
|
||||
get daysElapsed(): number | null {
|
||||
const start = this.data.activatedOnDate ? this.dateUtils.parseDate(this.data.activatedOnDate) : null;
|
||||
if (!start) {
|
||||
return null;
|
||||
}
|
||||
return Math.max(0, this.dateUtils.calculateDiff(start, this.referenceDate));
|
||||
}
|
||||
|
||||
/** Days from the chosen closure date to the scheduled maturity date -- 0 once matured/overdue rather
|
||||
* than negative, since this dialog is for a still-Active account closing early, not a matured one. */
|
||||
get daysRemainingToMaturity(): number | null {
|
||||
const maturity = this.data.maturityDate ? this.dateUtils.parseDate(this.data.maturityDate) : null;
|
||||
if (!maturity) {
|
||||
return null;
|
||||
}
|
||||
return Math.max(0, this.dateUtils.calculateDiff(this.referenceDate, maturity));
|
||||
}
|
||||
|
||||
/** Elapsed tenure as Years/Months/Days, the way a real passbook states it, rather than a raw day
|
||||
* count that is hard to read for a multi-year FD. */
|
||||
get tenureElapsedDisplay(): string {
|
||||
const start = this.data.activatedOnDate ? this.dateUtils.parseDate(this.data.activatedOnDate) : null;
|
||||
if (!start) {
|
||||
return '—';
|
||||
}
|
||||
const { years, months, days } = PrematureCloseDialogComponent.yearsMonthsDaysBetween(start, this.referenceDate);
|
||||
const parts: string[] = [];
|
||||
if (years > 0) {
|
||||
parts.push(`${years} yr${years === 1 ? '' : 's'}`);
|
||||
}
|
||||
if (months > 0) {
|
||||
parts.push(`${months} mo${months === 1 ? '' : 's'}`);
|
||||
}
|
||||
if (days > 0 || parts.length === 0) {
|
||||
parts.push(`${days} day${days === 1 ? '' : 's'}`);
|
||||
}
|
||||
return parts.join(', ');
|
||||
}
|
||||
|
||||
private formatFullDate(value: any): string {
|
||||
if (!value) {
|
||||
return '—';
|
||||
}
|
||||
const parsed = this.dateUtils.parseDate(value);
|
||||
// "28 September 2026" -- day/month-name/year, so this reads unambiguously regardless of the
|
||||
// account's own configured short date format elsewhere in the app.
|
||||
return this.dateUtils.formatDate(parsed, 'd MMMM y');
|
||||
}
|
||||
|
||||
private static yearsMonthsDaysBetween(start: Date, end: Date): { years: number; months: number; days: number } {
|
||||
let years = end.getFullYear() - start.getFullYear();
|
||||
let months = end.getMonth() - start.getMonth();
|
||||
let days = end.getDate() - start.getDate();
|
||||
if (days < 0) {
|
||||
months -= 1;
|
||||
const daysInPreviousMonth = new Date(end.getFullYear(), end.getMonth(), 0).getDate();
|
||||
days += daysInPreviousMonth;
|
||||
}
|
||||
if (months < 0) {
|
||||
years -= 1;
|
||||
months += 12;
|
||||
}
|
||||
return { years: Math.max(0, years), months: Math.max(0, months), days: Math.max(0, days) };
|
||||
}
|
||||
|
||||
/** True when the chosen action needs a destination account but the customer has none to pick. */
|
||||
get noDestinationAccounts(): boolean {
|
||||
return (
|
||||
!this.loadingAmount &&
|
||||
this.prematureCloseForm?.contains('toSavingsAccountId') &&
|
||||
this.savingsAccountsData.length === 0
|
||||
);
|
||||
}
|
||||
|
||||
iconFor(id: number): string {
|
||||
return PrematureCloseDialogComponent.ACTION_ICONS[id] ?? 'circle';
|
||||
}
|
||||
|
||||
descriptionFor(id: number): string {
|
||||
return PrematureCloseDialogComponent.ACTION_DESCRIPTIONS[id] ?? '';
|
||||
}
|
||||
|
||||
selectClosureType(id: number): void {
|
||||
this.prematureCloseForm.get('onAccountClosureId').setValue(id);
|
||||
this.prematureCloseForm.get('onAccountClosureId').markAsTouched();
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
const formValue = { ...this.prematureCloseForm.value };
|
||||
const locale = this.settingsService.language.code;
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
if (formValue.closedOnDate instanceof Date) {
|
||||
formValue.closedOnDate = this.dateUtils.formatDate(formValue.closedOnDate, dateFormat);
|
||||
}
|
||||
const data = { ...formValue, dateFormat, locale };
|
||||
this.submitting = true;
|
||||
this.submitError = null;
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.data.accountId as string, 'prematureClose', data)
|
||||
.subscribe({
|
||||
next: (response: any) => {
|
||||
// A command on a maker-checker permission is parked in the Checker Inbox, not executed:
|
||||
// the platform rolls its transaction back and still answers HTTP 200 with
|
||||
// rollbackTransaction: true. Without saying so, the dialog closes and the account reloads
|
||||
// unchanged -- which reads as "nothing happened" rather than "waiting for approval".
|
||||
if (response?.rollbackTransaction) {
|
||||
this.alertService.alert({
|
||||
type: 'Success',
|
||||
message:
|
||||
'Premature closure has been submitted for approval. The deposit is unchanged until a checker approves it.'
|
||||
});
|
||||
}
|
||||
this.dialogRef.close({ confirm: true });
|
||||
},
|
||||
// Keep the dialog open with the entered values and say what went wrong, rather than leaving a
|
||||
// permanently disabled Confirm behind whatever modal the global interceptor threw up.
|
||||
error: (error: any) => {
|
||||
this.submitting = false;
|
||||
this.submitError =
|
||||
error?.error?.defaultUserMessage ??
|
||||
error?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
'This account could not be prematurely closed. Please review the details and try again.';
|
||||
}
|
||||
});
|
||||
}
|
||||
}
|
||||
+5
-75
@@ -17,7 +17,6 @@ import { CalculateInterestDialogComponent } from './custom-dialogs/calculate-int
|
||||
import { PostInterestDialogComponent } from './custom-dialogs/post-interest-dialog/post-interest-dialog.component';
|
||||
import { ToggleWithholdTaxDialogComponent } from './custom-dialogs/toggle-withhold-tax-dialog/toggle-withhold-tax-dialog.component';
|
||||
import { PaymentDialogComponent } from './custom-dialogs/payment-dialog/payment-dialog.component';
|
||||
import { PrematureCloseDialogComponent } from './custom-dialogs/premature-close-dialog/premature-close-dialog.component';
|
||||
import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
|
||||
|
||||
/** Custom Button Config. */
|
||||
@@ -30,7 +29,6 @@ import { AccountsService } from 'app/accounts/accounts.service';
|
||||
import { Currency } from 'app/shared/models/general.model';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { AuthenticationService } from '../../../core/authentication/authentication.service';
|
||||
import { MatTooltip } from '@angular/material/tooltip';
|
||||
import { NgClass, CurrencyPipe } from '@angular/common';
|
||||
@@ -75,7 +73,6 @@ import { DormancyAlertPanelComponent } from 'app/shared/dormancy-alert-panel/dor
|
||||
export class FixedDepositAccountViewComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private alertService = inject(AlertService);
|
||||
private fixedDepositsService = inject(FixedDepositsService);
|
||||
private savingsService = inject(SavingsService);
|
||||
private accountsService = inject(AccountsService);
|
||||
@@ -241,6 +238,7 @@ export class FixedDepositAccountViewComponent implements OnInit {
|
||||
case 'Undo Activation':
|
||||
case 'Add Charge':
|
||||
case 'Withdrawn by Client':
|
||||
case 'Premature Close':
|
||||
case 'Deposit':
|
||||
case 'Withdrawal':
|
||||
this.router.navigate([`actions/${name}`], { relativeTo: this.route });
|
||||
@@ -269,21 +267,16 @@ export class FixedDepositAccountViewComponent implements OnInit {
|
||||
case 'Payment':
|
||||
this.openPaymentDialog();
|
||||
break;
|
||||
case 'Premature Close':
|
||||
this.openPrematureCloseDialog();
|
||||
break;
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Opens the Payment action -- only offered once the FD has actually Matured (see
|
||||
* FixedDepositsButtonsConfiguration), and the only place a Partial Reinvest can be done. Also the
|
||||
* exact same dialog the FD Dashboard's Renew action opens (see fd-dashboard.component.ts's
|
||||
* openRenewDialog), just without dashboardRenewal data, so its date picker stays visible.
|
||||
* Opens the Payment action -- unlike Premature Close/Close, works whether the account is Active or
|
||||
* Matured, and is the only place a Partial Reinvest can be done.
|
||||
*/
|
||||
private openPaymentDialog(): void {
|
||||
const paymentDialogRef = this.dialog.open(PaymentDialogComponent, {
|
||||
width: '720px',
|
||||
width: '640px',
|
||||
maxWidth: '95vw',
|
||||
data: {
|
||||
accountId: this.fixedDepositsAccountData.id,
|
||||
@@ -300,60 +293,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* The start date of the term currently running -- the last entry in renewalHistory, which is ordered
|
||||
* oldest-first (see RenewalHistoryTabComponent). Falls back to the account's own activation date for
|
||||
* an FD that has never been renewed (or whose renewalHistory hasn't loaded), which is the same date
|
||||
* in that case anyway.
|
||||
*/
|
||||
private get currentTermStartDate(): any {
|
||||
const history = this.fixedDepositsAccountData?.renewalHistory;
|
||||
const latestTerm = Array.isArray(history) && history.length > 0 ? history[history.length - 1] : null;
|
||||
return latestTerm?.activatedondate ?? this.fixedDepositsAccountData?.timeline?.activatedOnDate;
|
||||
}
|
||||
|
||||
/**
|
||||
* Opens the Premature Close action -- Active-only, no reinvest option, since the deposit hasn't
|
||||
* matured yet.
|
||||
*/
|
||||
private openPrematureCloseDialog(): void {
|
||||
const prematureCloseDialogRef = this.dialog.open(PrematureCloseDialogComponent, {
|
||||
width: '720px',
|
||||
maxWidth: '95vw',
|
||||
data: {
|
||||
accountId: this.fixedDepositsAccountData.id,
|
||||
accountNo: this.fixedDepositsAccountData.fdAccountNumber || this.fixedDepositsAccountData.accountNo,
|
||||
// calculatePrematureAmount only ever returns the final maturityAmount, not how it was reached --
|
||||
// these come from the account's own data (already loaded for this page) so the dialog can show
|
||||
// the breakdown (deposit, contracted rate, penalty, interest earned) behind that one number.
|
||||
depositAmount: this.fixedDepositsAccountData.depositAmount,
|
||||
nominalAnnualInterestRate: this.fixedDepositsAccountData.nominalAnnualInterestRate,
|
||||
preClosurePenalApplicable: this.fixedDepositsAccountData.preClosurePenalApplicable,
|
||||
preClosurePenalInterest: this.fixedDepositsAccountData.preClosurePenalInterest,
|
||||
preClosurePenalInterestOnType: this.fixedDepositsAccountData.preClosurePenalInterestOnType,
|
||||
// Gate which RBI-mandated waiver reasons the dialog offers -- these two are the product's own
|
||||
// facility toggles (Deceased Settlement / No Penalty Nominee-Heir Closure), off by default, so
|
||||
// a product that never enabled them shouldn't offer a reason implying it did.
|
||||
deceasedSettlement: this.fixedDepositsAccountData.deceasedSettlement,
|
||||
noPenaltyNomineeHeirClosure: this.fixedDepositsAccountData.noPenaltyNomineeHeirClosure,
|
||||
// Tenure context (current term's start date, maturity date, current balance) so the dialog can
|
||||
// show how far into THIS term the account is and how much is actually sitting in it today, not
|
||||
// just the penalty-adjusted amount calculatePrematureAmount returns. Deliberately the current
|
||||
// term's own start (see currentTermStartDate), not the account's original activation -- a
|
||||
// renewed FD's interest/tenure runs from the renewal, and showing the original activation date
|
||||
// here would make an account renewed days ago look like it has been running for months.
|
||||
activatedOnDate: this.currentTermStartDate,
|
||||
maturityDate: this.fixedDepositsAccountData.maturityDate,
|
||||
currentBalance: this.fixedDepositsAccountData.summary?.accountBalance
|
||||
}
|
||||
});
|
||||
prematureCloseDialogRef.afterClosed().subscribe((response: any) => {
|
||||
if (response?.confirm) {
|
||||
this.reload();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Deletes Fixed Deposits Account.
|
||||
*/
|
||||
@@ -421,16 +360,7 @@ export class FixedDepositAccountViewComponent implements OnInit {
|
||||
if (response.confirm) {
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.fixedDepositsAccountData.id, 'postInterest', {})
|
||||
.subscribe((commandResponse: any) => {
|
||||
// Parked in the Checker Inbox rather than executed (HTTP 200 with
|
||||
// rollbackTransaction: true), so the reload below shows no new interest posting.
|
||||
if (commandResponse?.rollbackTransaction) {
|
||||
this.alertService.alert({
|
||||
type: 'Success',
|
||||
message:
|
||||
'Interest posting has been sent for checker approval. No interest is posted until a checker approves it.'
|
||||
});
|
||||
}
|
||||
.subscribe(() => {
|
||||
this.reload();
|
||||
});
|
||||
}
|
||||
|
||||
+4
-16
@@ -57,12 +57,11 @@ export class FixedDepositsButtonsConfiguration {
|
||||
];
|
||||
break;
|
||||
case 'Matured':
|
||||
// 'Close' (the generic Fineract apply-maturity-instructions action) is deliberately left out
|
||||
// here -- what happens to a matured FD is now handled either automatically by the nightly job
|
||||
// (an account opened with an explicit instruction) or manually via the FD Dashboard's Renew
|
||||
// action (an account left without one, backdated within grace / gap-interest after). Closing
|
||||
// from here would go around both of those paths.
|
||||
this.buttonsArray = [
|
||||
{
|
||||
name: 'Close',
|
||||
icon: 'fa fa-arrow-right'
|
||||
},
|
||||
{
|
||||
name: 'Calculate Interest',
|
||||
icon: 'fa fa-table'
|
||||
@@ -110,18 +109,7 @@ export class FixedDepositsButtonsConfiguration {
|
||||
setOptions(status: string) {
|
||||
switch (status) {
|
||||
case 'Active':
|
||||
this.optionArray = [
|
||||
{
|
||||
name: 'Post Interest'
|
||||
},
|
||||
{
|
||||
name: 'Add Charge'
|
||||
}
|
||||
];
|
||||
break;
|
||||
case 'Matured':
|
||||
// Payment only makes sense once the deposit has actually matured -- an Active FD that needs
|
||||
// closing early already has Premature Close for that.
|
||||
this.optionArray = [
|
||||
{
|
||||
name: 'Post Interest'
|
||||
|
||||
+10
-8
@@ -41,8 +41,8 @@
|
||||
) {
|
||||
<div class="rh-node">
|
||||
<div class="rh-node__rail">
|
||||
<span class="rh-node__dot" [class.rh-node__dot--active]="isTermActive(term, last)">
|
||||
@if (isTermActive(term, last)) {
|
||||
<span class="rh-node__dot" [class.rh-node__dot--active]="term.renewalstatus === 'ACTIVE'">
|
||||
@if (term.renewalstatus === 'ACTIVE') {
|
||||
<span class="rh-node__pulse"></span>
|
||||
}
|
||||
</span>
|
||||
@@ -51,15 +51,15 @@
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="rh-card" [class.rh-card--active]="isTermActive(term, last)">
|
||||
<div class="rh-card" [class.rh-card--active]="term.renewalstatus === 'ACTIVE'">
|
||||
<div class="rh-card__head">
|
||||
<div class="rh-card__title-group">
|
||||
<h4 class="rh-card__title">
|
||||
{{ term.renewalcycleno === 0 ? 'Original Term' : 'Renewal ' + term.renewalcycleno }}
|
||||
</h4>
|
||||
<span class="rh-badge" [class.rh-badge--active]="isTermActive(term, last)">
|
||||
<fa-icon [icon]="isTermActive(term, last) ? 'check-circle' : 'clock'"></fa-icon>
|
||||
{{ termStatusLabel(term, last) }}
|
||||
<span class="rh-badge" [class.rh-badge--active]="term.renewalstatus === 'ACTIVE'">
|
||||
<fa-icon [icon]="term.renewalstatus === 'ACTIVE' ? 'check-circle' : 'clock'"></fa-icon>
|
||||
{{ term.renewalstatus === 'ACTIVE' ? 'Active' : 'Matured' }}
|
||||
</span>
|
||||
@if (renewalTypeLabel(term)) {
|
||||
<span class="rh-tag">
|
||||
@@ -95,7 +95,7 @@
|
||||
</div>
|
||||
<div class="rh-stat">
|
||||
<span class="rh-stat__label">{{
|
||||
isTermActive(term, last) ? 'Interest So Far' : 'Interest Earned'
|
||||
term.renewalstatus === 'ACTIVE' ? 'Interest So Far' : 'Interest Earned'
|
||||
}}</span>
|
||||
<span class="rh-stat__value rh-stat__value--positive">
|
||||
{{
|
||||
@@ -106,7 +106,9 @@
|
||||
</span>
|
||||
</div>
|
||||
<div class="rh-stat rh-stat--highlight">
|
||||
<span class="rh-stat__label">{{ maturityLabel(term, last) }}</span>
|
||||
<span class="rh-stat__label">{{
|
||||
term.maturedamount === null || term.maturedamount === undefined ? 'Projected Maturity' : 'Matured At'
|
||||
}}</span>
|
||||
<span class="rh-stat__value">
|
||||
{{ maturityFor(term) | currency: currency.code : 'symbol-narrow' }}
|
||||
</span>
|
||||
|
||||
-45
@@ -183,51 +183,6 @@ export class RenewalHistoryTabComponent implements OnInit {
|
||||
return term?.renewaltype === 'MANUAL' ? 'user-cog' : 'robot';
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether one term's card should show as "still running". `term.renewalstatus` only ever flips from
|
||||
* ACTIVE to MATURED when a term rolls into its successor (see FixedDepositRenewalHistory#markMatured
|
||||
* on the backend) -- a premature closure never touches that row, so the latest term's archived status
|
||||
* would read ACTIVE forever even after the whole account has closed. For the LAST term only, this
|
||||
* cross-checks the account's own live status instead of trusting the archived flag; every earlier
|
||||
* term is reliably matured already (something renewed past it), so its own renewalstatus is
|
||||
* trustworthy as-is and doesn't need the live account status at all.
|
||||
*/
|
||||
isTermActive(term: any, isLast: boolean): boolean {
|
||||
if (isLast && this.fixedDepositsAccountData?.status) {
|
||||
return !!this.fixedDepositsAccountData.status.active;
|
||||
}
|
||||
return term?.renewalstatus === 'ACTIVE';
|
||||
}
|
||||
|
||||
/** Badge text for one term's card -- see {@link isTermActive} for why the last term needs its own check. */
|
||||
termStatusLabel(term: any, isLast: boolean): string {
|
||||
if (this.isTermActive(term, isLast)) {
|
||||
return 'Active';
|
||||
}
|
||||
if (isLast && this.fixedDepositsAccountData?.status?.prematureClosed) {
|
||||
return 'Premature Closed';
|
||||
}
|
||||
return 'Matured';
|
||||
}
|
||||
|
||||
/**
|
||||
* Label for the maturity/value figure -- "Projected Maturity" only makes sense while the term is
|
||||
* still genuinely running towards that projection. `term.maturedamount` (the archived settled value)
|
||||
* is only ever written when a term rolls into its successor, same gap as {@link isTermActive}: a
|
||||
* premature closure settles the account without ever touching that column, so the last term would
|
||||
* keep reading as a live projection forever even though the figure showing is already the final,
|
||||
* settled one (see {@link maturityFor}).
|
||||
*/
|
||||
maturityLabel(term: any, isLast: boolean): string {
|
||||
if (term?.maturedamount != null) {
|
||||
return 'Matured At';
|
||||
}
|
||||
if (isLast && !this.isTermActive(term, isLast)) {
|
||||
return 'Closed At';
|
||||
}
|
||||
return 'Projected Maturity';
|
||||
}
|
||||
|
||||
/**
|
||||
* The rate-by-tenure chart for one term of this FD's history, normalised to one shape regardless of source.
|
||||
*
|
||||
|
||||
+11
-27
@@ -11,7 +11,6 @@ import { Component, OnInit, inject } from '@angular/core';
|
||||
import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
|
||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
|
||||
/** Custom Services */
|
||||
import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
|
||||
@@ -38,7 +37,6 @@ export class ApproveFixedDepositsAccountComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private settingsService = inject(SettingsService);
|
||||
private alertService = inject(AlertService);
|
||||
|
||||
/** Minimum date allowed. */
|
||||
minDate = new Date(2000, 0, 1);
|
||||
@@ -100,31 +98,17 @@ export class ApproveFixedDepositsAccountComponent implements OnInit {
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, 'approve', data)
|
||||
.subscribe((response: any) => {
|
||||
// Parked in the Checker Inbox rather than executed (HTTP 200 with rollbackTransaction: true).
|
||||
// The account is therefore still pending, so chaining activation onto it would be applied to an
|
||||
// unapproved account -- stop here and say what is actually waiting.
|
||||
if (response?.rollbackTransaction) {
|
||||
this.alertService.alert({
|
||||
type: 'Success',
|
||||
message:
|
||||
'This approval has been sent for checker approval. The account stays pending until a checker approves it.'
|
||||
});
|
||||
this.fixedDepositsService.executeFixedDepositsAccountCommand(this.accountId, 'approve', data).subscribe(() => {
|
||||
const activationData = {
|
||||
activatedOnDate: approveFixedDepositsAccountFormData.approvedOnDate,
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, 'activate', activationData)
|
||||
.subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
return;
|
||||
}
|
||||
const activationData = {
|
||||
activatedOnDate: approveFixedDepositsAccountFormData.approvedOnDate,
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, 'activate', activationData)
|
||||
.subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
});
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
+3
-15
@@ -21,7 +21,6 @@ import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
import { FixedDepositsService } from '../../fixed-deposits.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { CdkTextareaAutosize } from '@angular/cdk/text-field';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
@@ -44,7 +43,6 @@ export class CloseFixedDepositsAccountComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private settingsService = inject(SettingsService);
|
||||
private alertService = inject(AlertService);
|
||||
|
||||
/** Minimum date allowed. */
|
||||
minDate = new Date(2000, 0, 1);
|
||||
@@ -141,18 +139,8 @@ export class CloseFixedDepositsAccountComponent implements OnInit {
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, 'close', data)
|
||||
.subscribe((response: any) => {
|
||||
// Parked in the Checker Inbox rather than executed (HTTP 200 with rollbackTransaction: true),
|
||||
// so the deposit reloads unchanged -- say so instead of letting that read as "nothing happened".
|
||||
if (response?.rollbackTransaction) {
|
||||
this.alertService.alert({
|
||||
type: 'Success',
|
||||
message: 'Closure has been sent for checker approval. The deposit is unchanged until a checker approves it.'
|
||||
});
|
||||
}
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
this.fixedDepositsService.executeFixedDepositsAccountCommand(this.accountId, 'close', data).subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
+3
@@ -24,6 +24,9 @@
|
||||
@if (actions['Add Charge']) {
|
||||
<mifosx-add-charge-fixed-deposits-account></mifosx-add-charge-fixed-deposits-account>
|
||||
}
|
||||
@if (actions['Premature Close']) {
|
||||
<mifosx-premature-close-fixed-deposits-account></mifosx-premature-close-fixed-deposits-account>
|
||||
}
|
||||
@if (actions['Close']) {
|
||||
<mifosx-close-fixed-deposits-account></mifosx-close-fixed-deposits-account>
|
||||
}
|
||||
|
||||
+4
@@ -15,6 +15,7 @@ import { ActivateFixedDepositsAccountComponent } from './activate-fixed-deposits
|
||||
import { UndoApprovalFixedDepositsAccountComponent } from './undo-approval-fixed-deposits-account/undo-approval-fixed-deposits-account.component';
|
||||
import { WithdrawByClientFixedDepositsAccountComponent } from './withdraw-by-client-fixed-deposits-account/withdraw-by-client-fixed-deposits-account.component';
|
||||
import { AddChargeFixedDepositsAccountComponent } from './add-charge-fixed-deposits-account/add-charge-fixed-deposits-account.component';
|
||||
import { PrematureCloseFixedDepositsAccountComponent } from './premature-close-fixed-deposits-account/premature-close-fixed-deposits-account.component';
|
||||
import { CloseFixedDepositsAccountComponent } from './close-fixed-deposits-account/close-fixed-deposits-account.component';
|
||||
import { FixedDepositsCashTransactionComponent } from './fixed-deposits-cash-transaction/fixed-deposits-cash-transaction.component';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
@@ -34,6 +35,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
UndoApprovalFixedDepositsAccountComponent,
|
||||
WithdrawByClientFixedDepositsAccountComponent,
|
||||
AddChargeFixedDepositsAccountComponent,
|
||||
PrematureCloseFixedDepositsAccountComponent,
|
||||
CloseFixedDepositsAccountComponent,
|
||||
FixedDepositsCashTransactionComponent
|
||||
]
|
||||
@@ -50,6 +52,7 @@ export class FixedDepositsAccountActionsComponent {
|
||||
'Undo Approval': boolean;
|
||||
'Undo Activation': boolean;
|
||||
'Add Charge': boolean;
|
||||
'Premature Close': boolean;
|
||||
'Withdrawn by Client': boolean;
|
||||
Withdrawal: boolean;
|
||||
Deposit: boolean;
|
||||
@@ -61,6 +64,7 @@ export class FixedDepositsAccountActionsComponent {
|
||||
'Undo Approval': false,
|
||||
'Undo Activation': false,
|
||||
'Add Charge': false,
|
||||
'Premature Close': false,
|
||||
'Withdrawn by Client': false,
|
||||
Withdrawal: false,
|
||||
Deposit: false
|
||||
|
||||
+105
@@ -0,0 +1,105 @@
|
||||
<!--
|
||||
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="container">
|
||||
<mat-card>
|
||||
<form [formGroup]="prematureCloseAccountForm" (ngSubmit)="submit()">
|
||||
<mat-card-content>
|
||||
<div class="layout-column">
|
||||
<mat-form-field (click)="closedOnDatePicker.open()">
|
||||
<mat-label>{{ 'labels.inputs.Premature Close Date' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[min]="minDate"
|
||||
[max]="maxDate"
|
||||
[matDatepicker]="closedOnDatePicker"
|
||||
required
|
||||
formControlName="closedOnDate"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #closedOnDatePicker></mat-datepicker>
|
||||
@if (prematureCloseAccountForm.controls.closedOnDate.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Premature Close Date' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
@if (prematureCloseAccountForm.controls.maturityAmount) {
|
||||
<mat-form-field>
|
||||
<mat-label>{{ 'labels.inputs.Maturity Amount' | translate }}</mat-label>
|
||||
<input type="number" matInput formControlName="maturityAmount" />
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (prematureCloseAccountForm.contains('onAccountClosureId')) {
|
||||
<mat-form-field>
|
||||
<mat-label>{{ 'labels.inputs.Action' | translate }}</mat-label>
|
||||
<mat-select required formControlName="onAccountClosureId">
|
||||
@for (closureOption of onAccountClosureOptions; track closureOption) {
|
||||
<mat-option [value]="closureOption.id">
|
||||
{{ closureOption.value }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (prematureCloseAccountForm.controls.onAccountClosureId.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Account action' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (prematureCloseAccountForm.contains('toSavingsAccountId')) {
|
||||
<mat-form-field>
|
||||
<mat-label>{{ 'labels.inputs.Transfer to Savings' | translate }}</mat-label>
|
||||
<mat-select required formControlName="toSavingsAccountId">
|
||||
@for (account of savingsAccountsData; track account) {
|
||||
<mat-option [value]="account.id">
|
||||
{{ account.accountNo }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (prematureCloseAccountForm.controls.toSavingsAccountId.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Transfer to savings account' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (prematureCloseAccountForm.contains('transferDescription')) {
|
||||
<mat-form-field>
|
||||
<mat-label>{{ 'labels.inputs.Transfer Description' | translate }}</mat-label>
|
||||
<input matInput formControlName="transferDescription" />
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (prematureCloseAccountForm.contains('note')) {
|
||||
<mat-form-field>
|
||||
<mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
|
||||
<textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
</mat-card-content>
|
||||
|
||||
<mat-card-actions class="layout-row align-center gap-5px responsive-column">
|
||||
<button type="button" mat-raised-button [routerLink]="['../../']">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="warn" [disabled]="!prematureCloseAccountForm.valid">
|
||||
{{ 'labels.buttons.Confirm' | translate }}
|
||||
</button>
|
||||
</mat-card-actions>
|
||||
</form>
|
||||
</mat-card>
|
||||
</div>
|
||||
+11
@@ -0,0 +1,11 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
.container {
|
||||
max-width: 37rem;
|
||||
}
|
||||
+179
@@ -0,0 +1,179 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import {
|
||||
UntypedFormGroup,
|
||||
UntypedFormBuilder,
|
||||
Validators,
|
||||
UntypedFormControl,
|
||||
ReactiveFormsModule
|
||||
} from '@angular/forms';
|
||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
|
||||
/** Custom Services */
|
||||
import { FixedDepositsService } from '../../fixed-deposits.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { CdkTextareaAutosize } from '@angular/cdk/text-field';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
* Premature Close Fixed Deposits Account Component
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-premature-close-fixed-deposits-account',
|
||||
templateUrl: './premature-close-fixed-deposits-account.component.html',
|
||||
styleUrls: ['./premature-close-fixed-deposits-account.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
CdkTextareaAutosize
|
||||
]
|
||||
})
|
||||
export class PrematureCloseFixedDepositsAccountComponent implements OnInit {
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private fixedDepositsService = inject(FixedDepositsService);
|
||||
private dateUtils = inject(Dates);
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private settingsService = inject(SettingsService);
|
||||
|
||||
/** Minimum date allowed. */
|
||||
minDate = new Date(2000, 0, 1);
|
||||
/** Maximum date allowed. */
|
||||
maxDate = new Date();
|
||||
/** Premature Close FD Account form. */
|
||||
prematureCloseAccountForm: UntypedFormGroup;
|
||||
/** Savings Account Data */
|
||||
savingsAccountsData: any;
|
||||
/** On account Closure Options */
|
||||
onAccountClosureOptions: any;
|
||||
/** Fixed Deposits Account Id */
|
||||
accountId: any;
|
||||
/** Form submission event */
|
||||
isSubmitted = false;
|
||||
|
||||
/**
|
||||
* @param {FormBuilder} formBuilder Form Builder
|
||||
* @param {FixedDepositsService} fixedDepositsService Fixed Deposits Service
|
||||
* @param {Dates} dateUtils Date Utils
|
||||
* @param {ActivatedRoute} route Activated Route
|
||||
* @param {Router} router Router
|
||||
* @param {SettingsService} settingsService Settings Service
|
||||
*/
|
||||
constructor() {
|
||||
this.accountId = this.route.parent.snapshot.params['fixedDepositAccountId'];
|
||||
}
|
||||
|
||||
/**
|
||||
* Creates the premature close fd account form.
|
||||
*/
|
||||
ngOnInit() {
|
||||
this.maxDate = this.settingsService.businessDate;
|
||||
this.createPrematureCloseAccountForm();
|
||||
this.buildDependencies();
|
||||
}
|
||||
|
||||
/**
|
||||
* Creates the premature close fd account form.
|
||||
*/
|
||||
createPrematureCloseAccountForm() {
|
||||
this.prematureCloseAccountForm = this.formBuilder.group({
|
||||
closedOnDate: [
|
||||
'',
|
||||
Validators.required
|
||||
]
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Subscribes to value changes of parent control.
|
||||
*/
|
||||
buildDependencies() {
|
||||
this.prematureCloseAccountForm.get('closedOnDate').valueChanges.subscribe((value: Date) => {
|
||||
if (!this.isSubmitted) {
|
||||
this.calculatePrematureAmount(value);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Calculates prematue amount based on closed on date.
|
||||
* @param {Date} date Premature Close Date
|
||||
*/
|
||||
calculatePrematureAmount(date: Date) {
|
||||
const locale = this.settingsService.language.code;
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const data = {
|
||||
closedOnDate: this.dateUtils.formatDate(date, dateFormat),
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, 'calculatePrematureAmount', data)
|
||||
.subscribe((response: any) => {
|
||||
this.savingsAccountsData = response.savingsAccounts;
|
||||
this.onAccountClosureOptions = response.onAccountClosureOptions;
|
||||
this.prematureCloseAccountForm.addControl(
|
||||
'maturityAmount',
|
||||
new UntypedFormControl({ value: '', disabled: true })
|
||||
);
|
||||
this.prematureCloseAccountForm.addControl(
|
||||
'onAccountClosureId',
|
||||
new UntypedFormControl('', Validators.required)
|
||||
);
|
||||
this.prematureCloseAccountForm.addControl('note', new UntypedFormControl(''));
|
||||
this.prematureCloseAccountForm.get('maturityAmount').patchValue(response.maturityAmount);
|
||||
this.addTransferDetails();
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Subscribes to value changes of `onAccountClosureId` adds and removes transfer details accordingly.
|
||||
*/
|
||||
addTransferDetails() {
|
||||
this.prematureCloseAccountForm.get('onAccountClosureId').valueChanges.subscribe((id: any) => {
|
||||
if (id === 200) {
|
||||
this.prematureCloseAccountForm.addControl(
|
||||
'toSavingsAccountId',
|
||||
new UntypedFormControl('', Validators.required)
|
||||
);
|
||||
this.prematureCloseAccountForm.addControl('transferDescription', new UntypedFormControl(''));
|
||||
} else {
|
||||
this.prematureCloseAccountForm.removeControl('toSavingsAccountId');
|
||||
this.prematureCloseAccountForm.removeControl('transferDescription');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Submits the form and premature closes the fd account,
|
||||
* if successful redirects to the fd account.
|
||||
*/
|
||||
submit() {
|
||||
const prematureCloseAccountFormData = this.prematureCloseAccountForm.value;
|
||||
this.isSubmitted = true;
|
||||
const locale = this.settingsService.language.code;
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const prevClosedDate: Date = this.prematureCloseAccountForm.value.closedOnDate;
|
||||
if (prematureCloseAccountFormData.closedOnDate instanceof Date) {
|
||||
prematureCloseAccountFormData.closedOnDate = this.dateUtils.formatDate(prevClosedDate, dateFormat);
|
||||
}
|
||||
const data = {
|
||||
...prematureCloseAccountFormData,
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, 'prematureClose', data)
|
||||
.subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
}
|
||||
}
|
||||
+3
-16
@@ -11,7 +11,6 @@ import { Component, OnInit, inject } from '@angular/core';
|
||||
import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
|
||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
|
||||
/** Custom Services */
|
||||
import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
|
||||
@@ -38,7 +37,6 @@ export class RejectFixedDepositsAccountComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private settingsService = inject(SettingsService);
|
||||
private alertService = inject(AlertService);
|
||||
|
||||
/** Minimum date allowed. */
|
||||
minDate = new Date(2000, 0, 1);
|
||||
@@ -99,19 +97,8 @@ export class RejectFixedDepositsAccountComponent implements OnInit {
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, 'reject', data)
|
||||
.subscribe((response: any) => {
|
||||
// Parked in the Checker Inbox rather than executed (HTTP 200 with rollbackTransaction: true),
|
||||
// so the application is still open -- say so instead of letting that read as "nothing happened".
|
||||
if (response?.rollbackTransaction) {
|
||||
this.alertService.alert({
|
||||
type: 'Success',
|
||||
message:
|
||||
'Rejection has been sent for checker approval. The application is unchanged until a checker approves it.'
|
||||
});
|
||||
}
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
this.fixedDepositsService.executeFixedDepositsAccountCommand(this.accountId, 'reject', data).subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
+3
-23
@@ -12,7 +12,6 @@ import { UntypedFormGroup, UntypedFormBuilder, ReactiveFormsModule } from '@angu
|
||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
|
||||
/** Custom Services */
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { SavingsService } from 'app/savings/savings.service';
|
||||
import { FixedDepositsService } from '../../fixed-deposits.service';
|
||||
import { CdkTextareaAutosize } from '@angular/cdk/text-field';
|
||||
@@ -36,7 +35,6 @@ export class UndoApprovalFixedDepositsAccountComponent implements OnInit {
|
||||
private fixedDepositsService = inject(FixedDepositsService);
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private alertService = inject(AlertService);
|
||||
|
||||
/** Undo Approval Fixed Deposits Account form. */
|
||||
undoApprovalFixedDepositsAccountForm: UntypedFormGroup;
|
||||
@@ -89,30 +87,12 @@ export class UndoApprovalFixedDepositsAccountComponent implements OnInit {
|
||||
if (this.undoAction === 'Undo Activation') {
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, this.undoCommand, data)
|
||||
.subscribe((response: any) => {
|
||||
this.notifyIfSentForApproval(response);
|
||||
.subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
} else {
|
||||
this.savingsService
|
||||
.executeSavingsAccountCommand(this.accountId, this.undoCommand, data)
|
||||
.subscribe((response: any) => {
|
||||
this.notifyIfSentForApproval(response);
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Both undo commands sit on maker-checker permissions, so either can come back parked in the
|
||||
* Checker Inbox rather than executed -- HTTP 200 with rollbackTransaction: true, and the account
|
||||
* reloaded unchanged. Without this the navigation away reads as "it worked".
|
||||
*/
|
||||
private notifyIfSentForApproval(response: any): void {
|
||||
if (response?.rollbackTransaction) {
|
||||
this.alertService.alert({
|
||||
type: 'Success',
|
||||
message: `${this.undoAction} has been sent for checker approval. The account is unchanged until a checker approves it.`
|
||||
this.savingsService.executeSavingsAccountCommand(this.accountId, this.undoCommand, data).subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
+1
-12
@@ -11,7 +11,6 @@ import { Component, OnInit, inject } from '@angular/core';
|
||||
import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
|
||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
|
||||
/** Custom Services */
|
||||
import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
|
||||
@@ -38,7 +37,6 @@ export class WithdrawByClientFixedDepositsAccountComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private settingsService = inject(SettingsService);
|
||||
private alertService = inject(AlertService);
|
||||
|
||||
/** Minimum date allowed. */
|
||||
minDate = new Date(2000, 0, 1);
|
||||
@@ -101,16 +99,7 @@ export class WithdrawByClientFixedDepositsAccountComponent implements OnInit {
|
||||
};
|
||||
this.fixedDepositsService
|
||||
.executeFixedDepositsAccountCommand(this.accountId, 'withdrawnByApplicant', data)
|
||||
.subscribe((response: any) => {
|
||||
// Parked in the Checker Inbox rather than executed (HTTP 200 with rollbackTransaction: true),
|
||||
// so the application is still open -- say so instead of letting that read as "nothing happened".
|
||||
if (response?.rollbackTransaction) {
|
||||
this.alertService.alert({
|
||||
type: 'Success',
|
||||
message:
|
||||
'Withdrawal has been sent for checker approval. The application is unchanged until a checker approves it.'
|
||||
});
|
||||
}
|
||||
.subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
});
|
||||
}
|
||||
|
||||
@@ -35,6 +35,7 @@ import { ViewTransactionComponent } from './fixed-deposit-account-view/view-tran
|
||||
import { WaiveChargeDialogComponent } from './fixed-deposit-account-view/custom-dialogs/waive-charge-dialog/waive-charge-dialog.component';
|
||||
import { InactivateChargeDialogComponent } from './fixed-deposit-account-view/custom-dialogs/inactivate-charge-dialog/inactivate-charge-dialog.component';
|
||||
import { AddChargeFixedDepositsAccountComponent } from './fixed-deposits-account-actions/add-charge-fixed-deposits-account/add-charge-fixed-deposits-account.component';
|
||||
import { PrematureCloseFixedDepositsAccountComponent } from './fixed-deposits-account-actions/premature-close-fixed-deposits-account/premature-close-fixed-deposits-account.component';
|
||||
import { CloseFixedDepositsAccountComponent } from './fixed-deposits-account-actions/close-fixed-deposits-account/close-fixed-deposits-account.component';
|
||||
import { CreateFixedDepositAccountComponent } from './create-fixed-deposit-account/create-fixed-deposit-account.component';
|
||||
import { FixedDepositAccountDetailsStepComponent } from './fixed-deposit-account-stepper/fixed-deposit-account-details-step/fixed-deposit-account-details-step.component';
|
||||
@@ -77,6 +78,7 @@ import { FixedDepositsCashTransactionComponent } from './fixed-deposits-account-
|
||||
WaiveChargeDialogComponent,
|
||||
InactivateChargeDialogComponent,
|
||||
AddChargeFixedDepositsAccountComponent,
|
||||
PrematureCloseFixedDepositsAccountComponent,
|
||||
CloseFixedDepositsAccountComponent,
|
||||
CreateFixedDepositAccountComponent,
|
||||
FixedDepositAccountDetailsStepComponent,
|
||||
|
||||
@@ -133,8 +133,7 @@ export class FixedDepositsService {
|
||||
calculateFixedDepositInterest(params: {
|
||||
principalAmount: number;
|
||||
annualInterestRate: number;
|
||||
tenureInMonths?: number;
|
||||
tenureInDays?: number; // alternative to tenureInMonths, for sub-month FD Single tenures
|
||||
tenureInMonths: number;
|
||||
interestCompoundingPeriodInMonths: number;
|
||||
interestPostingPeriodInMonths: number;
|
||||
submittedOnDate?: string; // yyyy-MM-dd — enables exact calendar calculation
|
||||
@@ -154,33 +153,6 @@ export class FixedDepositsService {
|
||||
return this.http.get(`/fixeddepositaccounts/calculate-fd-interest`, { params: httpParams });
|
||||
}
|
||||
|
||||
/**
|
||||
* FD Dashboard's "Renew" action on a matured FD whose product has a renewal grace period
|
||||
* configured: backdated to the original maturity date within the grace window, or from today
|
||||
* with a gap-period interest credit (at the linked Savings account's rate) once it has passed.
|
||||
* @param accountId Fixed Deposit Account Id
|
||||
* @returns {Observable<any>} { renewedAccountId, maturityDate, maturityAmount, backdated, gapInterestAmount? }
|
||||
*/
|
||||
/** `reinvestType` is the staff's choice made at renewal time: 300 = Reinvest Principal + Interest,
|
||||
* 400 = Reinvest Principal Only (rest of the balance goes to the FD's linked Savings account). */
|
||||
renewFixedDepositAccount(accountId: string | number, reinvestType: 300 | 400): Observable<any> {
|
||||
return this.http.post(`/fixeddepositaccounts/${accountId}/renew`, { reinvestType });
|
||||
}
|
||||
|
||||
/** Pre-step the Payment dialog calls, from the FD Dashboard, before submitting the generic `payment`
|
||||
* command -- credits gap-period interest (at the linked account's rate) if the product's renewal
|
||||
* grace window has passed; a no-op (`gapInterestAmount: 0`) if still within it. */
|
||||
creditGapInterestIfPastGrace(accountId: string | number): Observable<any> {
|
||||
return this.http.post(`/fixeddepositaccounts/${accountId}/credit-gap-interest`, {});
|
||||
}
|
||||
|
||||
/** Read-only -- what a Renew is about to do (current balance, linked account's rate, gap days,
|
||||
* gap-interest amount, projected new balance), shown in the Payment dialog before anything is
|
||||
* confirmed. Posts nothing; safe to call as often as the dialog needs. */
|
||||
getFdRenewalPreview(accountId: string | number): Observable<any> {
|
||||
return this.http.get(`/fixeddepositaccounts/${accountId}/renewal-preview`);
|
||||
}
|
||||
|
||||
/**
|
||||
* @param fixedDepositAccount Fixed Deposit Account
|
||||
* @returns {Observable<any>}
|
||||
|
||||
@@ -0,0 +1,11 @@
|
||||
{
|
||||
"folders": [
|
||||
{
|
||||
"path": "../../../../../../CBS-Backend"
|
||||
},
|
||||
{
|
||||
"path": "../../../../.."
|
||||
}
|
||||
],
|
||||
"settings": {}
|
||||
}
|
||||
@@ -0,0 +1,49 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Observable, forkJoin, of } from 'rxjs';
|
||||
import { catchError, map } from 'rxjs/operators';
|
||||
import { ClientsService } from 'app/clients/clients.service';
|
||||
|
||||
/**
|
||||
* Finds clients by name whatever case the officer types it in.
|
||||
*
|
||||
* The platform's name filter matches anywhere in the name but only in the exact case typed, so
|
||||
* "sneha" finds nobody while "Sneha" finds Ms. Sneha Iyer. Names are stored capitalised, so the term
|
||||
* is tried as typed, capitalised word by word, and in upper and lower case, and the results merged.
|
||||
* Done here rather than by changing the platform's search, which every other screen relies on.
|
||||
*/
|
||||
export function searchClientsAnyCase(clientsService: ClientsService, term: string, officeId?: any): Observable<any[]> {
|
||||
const variants = Array.from(
|
||||
new Set([
|
||||
term,
|
||||
term.toLowerCase().replace(/(^|[\s.])(\p{L})/gu, (_match, lead, letter) => lead + letter.toUpperCase()),
|
||||
term.toUpperCase(),
|
||||
term.toLowerCase()
|
||||
])
|
||||
);
|
||||
return forkJoin(
|
||||
variants.map((variant) =>
|
||||
clientsService.getFilteredClients('displayName', 'ASC', false, variant, officeId).pipe(
|
||||
map((response: any) => {
|
||||
const found = response?.pageItems || response || [];
|
||||
return Array.isArray(found) ? found : [];
|
||||
}),
|
||||
catchError(() => of([]))
|
||||
)
|
||||
)
|
||||
).pipe(
|
||||
map((lists: any[][]) => {
|
||||
const byId = new Map<number, any>();
|
||||
for (const client of lists.flat()) {
|
||||
byId.set(client.id, client);
|
||||
}
|
||||
return Array.from(byId.values()).sort((a, b) => String(a.displayName).localeCompare(String(b.displayName)));
|
||||
})
|
||||
);
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,526 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.pm-container {
|
||||
// Wider than the usual form page: the extra width is what keeps this many fields off a
|
||||
// second screen.
|
||||
max-width: 1280px;
|
||||
margin: 0 auto;
|
||||
padding: 12px 16px 20px;
|
||||
}
|
||||
|
||||
.pm-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 14px;
|
||||
margin-bottom: 10px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 18px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.pm-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.pm-tabs {
|
||||
::ng-deep .mat-mdc-tab-body-wrapper {
|
||||
min-height: 300px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-tab-content {
|
||||
padding: 20px 24px;
|
||||
}
|
||||
|
||||
.pm-section {
|
||||
padding: 16px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
|
||||
&:last-of-type {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
// The subtitle sits beside the title where there is room and drops below it where there is not.
|
||||
flex-wrap: wrap;
|
||||
gap: 2px 10px;
|
||||
margin-bottom: 16px;
|
||||
|
||||
i {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
h3 {
|
||||
margin: 0;
|
||||
font-size: 16px;
|
||||
font-weight: 600;
|
||||
// Held at its natural width: letting it shrink breaks a two-word heading onto three lines.
|
||||
flex: 0 0 auto;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(4, 1fr);
|
||||
gap: 2px 18px;
|
||||
align-items: start;
|
||||
}
|
||||
|
||||
/*
|
||||
* Label to the left of its field, the way the screen this replaces laid them out. A stacked label
|
||||
* costs a whole row of height per field, and with 60-odd fields that is the difference between an
|
||||
* operator seeing the form at once and scrolling through three screens of it.
|
||||
*/
|
||||
.pm-f {
|
||||
display: grid;
|
||||
grid-template-columns: 104px minmax(0, 1fr);
|
||||
align-items: start;
|
||||
column-gap: 7px;
|
||||
|
||||
&--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-f-lbl {
|
||||
font-size: 11.5px;
|
||||
line-height: 1.25;
|
||||
text-align: right;
|
||||
color: rgb(0 0 0 / 68%);
|
||||
padding-top: 7px;
|
||||
|
||||
// Required marker, in the same red the legacy screen used.
|
||||
b {
|
||||
color: #c1121f;
|
||||
font-weight: 400;
|
||||
margin-left: 2px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.pm-checkbox-field {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
height: 56px;
|
||||
}
|
||||
|
||||
.pm-radio-group {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
height: 56px;
|
||||
}
|
||||
|
||||
.pm-add-nominee {
|
||||
color: $primary;
|
||||
height: fit-content;
|
||||
align-self: center;
|
||||
}
|
||||
|
||||
/*
|
||||
* The running total of the shares entered, beside the button that adds another. Reads as ordinary
|
||||
* text while the split still adds up and turns to the warning colour when it does not, so the clerk
|
||||
* sees the state of the whole nomination without having to try to save it.
|
||||
*/
|
||||
.pm-share-total {
|
||||
align-self: center;
|
||||
margin-left: 12px;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.pm-share-total-bad {
|
||||
color: #b3261e;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.pm-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0 0 8px;
|
||||
}
|
||||
|
||||
/*
|
||||
* One nominee, laid out as fields that wrap rather than columns that must all fit.
|
||||
*
|
||||
* A fixed column per field only works while the count is fixed, and it is not - the Share % field
|
||||
* appears and disappears with the split mode, and a tenth column pushed the remove button onto a
|
||||
* line of its own. Each field instead states the width it needs to stay readable and the row breaks
|
||||
* where it runs out of space, so nothing is squeezed and nothing is orphaned.
|
||||
*/
|
||||
.pm-nominee-row {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 12px;
|
||||
align-items: start;
|
||||
padding: 12px 0;
|
||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||
|
||||
&:first-of-type {
|
||||
border-top: none;
|
||||
}
|
||||
|
||||
/* Names and addresses need room; a date, Yes/No or a percentage does not. */
|
||||
.pm-f {
|
||||
flex: 1 1 170px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.pm-f--date {
|
||||
flex: 0 1 140px;
|
||||
}
|
||||
|
||||
.pm-f--tight {
|
||||
flex: 0 1 100px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-remove-nominee {
|
||||
color: #b91c1c;
|
||||
margin-top: 8px;
|
||||
}
|
||||
|
||||
.pm-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
padding: 16px 24px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.pm-callout {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
margin: 0 24px;
|
||||
padding: 12px 16px;
|
||||
background: rgb(185 28 28 / 8%);
|
||||
border: 1px solid rgb(185 28 28 / 25%);
|
||||
border-radius: 6px;
|
||||
color: #b91c1c;
|
||||
font-size: 0.9rem;
|
||||
}
|
||||
|
||||
@media (width <= 1000px) {
|
||||
.pm-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
/* Resolved name shown under a Client / Agent / Guardian id, as the legacy screen did in red. */
|
||||
.pm-hint--found {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.pm-hint--missing {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Explains why a block of fields is absent, so the screen does not just look unfinished. */
|
||||
.pm-note {
|
||||
margin: 4px 0 0;
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
font-style: italic;
|
||||
}
|
||||
|
||||
.pm-closed-badge {
|
||||
margin-left: 12px;
|
||||
padding: 3px 11px;
|
||||
border-radius: 11px;
|
||||
font-size: 0.72rem;
|
||||
font-weight: 500;
|
||||
background: rgb(0 0 0 / 7%);
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
/* Says whose details a block of fields is for, so the screen explains itself. */
|
||||
.pm-section__sub {
|
||||
flex: 1 1 auto;
|
||||
min-width: 0;
|
||||
font-size: 0.78rem;
|
||||
font-weight: 400;
|
||||
line-height: 1.45;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.pm-search-ic {
|
||||
color: rgb(0 0 0 / 38%);
|
||||
font-size: 0.85rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* Money reads right to left, so a column of figures only lines up when it is right-aligned; the
|
||||
* tabular figures keep every digit the same width so the decimal points stack.
|
||||
*/
|
||||
input.pm-money {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
/* One row of a Client / Sub Type search list: the id, the name, and where it belongs. */
|
||||
.pm-opt {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 10px;
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
/* The "there are more" footer row. Quieter than a real option, since it is not one. */
|
||||
.pm-opt-more {
|
||||
font-size: 0.75rem;
|
||||
font-style: italic;
|
||||
opacity: 0.75;
|
||||
}
|
||||
|
||||
.pm-opt-id {
|
||||
flex: 0 0 auto;
|
||||
min-width: 52px;
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.78rem;
|
||||
color: var(--pl-accent, #b45309);
|
||||
}
|
||||
|
||||
/*
|
||||
The name is the reason the row exists, so it gets whatever width is going and is the last thing
|
||||
to be cut. Before this the branch was fixed-width and the name carried the ellipsis, so in the
|
||||
narrow panel every customer read as a single letter.
|
||||
*/
|
||||
|
||||
.pm-opt-main {
|
||||
flex: 1 1 auto;
|
||||
min-width: 8rem;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.pm-opt-sub {
|
||||
flex: 0 1 auto;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/*
|
||||
* Dense data-entry layout.
|
||||
*
|
||||
* The screen this replaces fitted the whole form on one page - an officer opening accounts all day
|
||||
* reads it at a glance and never scrolls. Material's default field height and spacing turn the same
|
||||
* 56 fields into three screens' worth, so the whole card is tightened: shorter fields, smaller type,
|
||||
* and just enough room under each field for the hint that names the client or agent it resolved.
|
||||
*/
|
||||
/*
|
||||
* With the label moved outside, the box only has to hold the value - so it loses the height Material
|
||||
* reserves for a floating label, and the form fits a screen instead of three.
|
||||
*/
|
||||
.pm-card {
|
||||
::ng-deep {
|
||||
.mat-mdc-form-field {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-infix {
|
||||
min-height: 26px;
|
||||
padding-top: 3px !important;
|
||||
padding-bottom: 3px !important;
|
||||
border-top: 0;
|
||||
}
|
||||
|
||||
.mat-mdc-text-field-wrapper {
|
||||
padding-left: 8px;
|
||||
padding-right: 8px;
|
||||
}
|
||||
|
||||
.mat-mdc-input-element,
|
||||
.mat-mdc-select-value-text {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
|
||||
// Room for one line of hint - the resolved client/agent name that confirms the right record.
|
||||
.mat-mdc-form-field-subscript-wrapper {
|
||||
height: 14px;
|
||||
min-height: 14px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-hint {
|
||||
font-size: 10.5px;
|
||||
line-height: 14px;
|
||||
}
|
||||
|
||||
// Suffix icons and the datepicker toggle default to a 48px touch target, which reopens all the
|
||||
// height just saved.
|
||||
.mat-mdc-icon-button.mat-mdc-button-base {
|
||||
width: 26px;
|
||||
height: 26px;
|
||||
padding: 3px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-icon-suffix {
|
||||
padding-left: 2px;
|
||||
|
||||
.mat-datepicker-toggle svg {
|
||||
width: 15px;
|
||||
height: 15px;
|
||||
}
|
||||
}
|
||||
|
||||
.mat-mdc-tab-body-wrapper {
|
||||
min-height: 0;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-tab-content {
|
||||
padding: 8px 16px;
|
||||
}
|
||||
|
||||
/*
|
||||
* Blocks drawn the way the screen this replaces drew them: a hairline between groups of fields,
|
||||
* with the group's name as a quiet caption above it rather than a heading bar of its own. An
|
||||
* operator who has filled this form a hundred times navigates by field position; one filling their
|
||||
* first still gets told which block is which.
|
||||
*/
|
||||
.pm-section {
|
||||
padding: 8px 0 2px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 11%);
|
||||
|
||||
&__header {
|
||||
margin-bottom: 6px;
|
||||
gap: 0 10px;
|
||||
|
||||
// Decoration the legacy screen did without, and the row is tighter for losing it.
|
||||
i {
|
||||
display: none;
|
||||
}
|
||||
|
||||
h3 {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.07em;
|
||||
text-transform: uppercase;
|
||||
color: $primary;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-section__sub {
|
||||
font-size: 0.72rem;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
.pm-grid {
|
||||
gap: 0 12px;
|
||||
}
|
||||
|
||||
.pm-checkbox-field,
|
||||
.pm-radio-group {
|
||||
height: 28px;
|
||||
|
||||
::ng-deep label {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
}
|
||||
|
||||
// The nominee grid is its own row of fields, so its labels sit above rather than beside - there is
|
||||
// no room for a label column eight fields across.
|
||||
.pm-nominee-row {
|
||||
gap: 0 10px;
|
||||
padding: 3px 0;
|
||||
|
||||
.pm-f {
|
||||
grid-template-columns: minmax(0, 1fr);
|
||||
row-gap: 1px;
|
||||
}
|
||||
|
||||
.pm-f-lbl {
|
||||
text-align: left;
|
||||
padding-top: 0;
|
||||
font-size: 10.5px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-note {
|
||||
margin: 0;
|
||||
font-size: 0.74rem;
|
||||
}
|
||||
|
||||
.pm-action-bar {
|
||||
padding: 10px 18px;
|
||||
}
|
||||
|
||||
/*
|
||||
The customer's real deposit account. Not a form field - nothing here is typed, it is what the
|
||||
bank's books say - so it reads as a fact rather than sitting in an input box pretending to be one.
|
||||
*/
|
||||
.pm-account {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
padding: 3px 0;
|
||||
min-height: 26px;
|
||||
justify-content: center;
|
||||
}
|
||||
|
||||
.pm-account-no {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.85rem;
|
||||
letter-spacing: 0.02em;
|
||||
}
|
||||
|
||||
.pm-account-meta {
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.pm-account-live {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Said plainly: this party has no account behind it, which is a real gap, not a blank field. */
|
||||
.pm-account-missing {
|
||||
font-size: 0.75rem;
|
||||
font-style: italic;
|
||||
color: #9b2c2c;
|
||||
}
|
||||
|
||||
/*
|
||||
Something the branch has to do, rather than something that has gone wrong - so it reads as an
|
||||
instruction in the warning colour, not an error in red like the closed-account notice.
|
||||
*/
|
||||
.pm-callout--action {
|
||||
background: rgb(180 83 9 / 8%);
|
||||
border-color: rgb(180 83 9 / 25%);
|
||||
color: #b45309;
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,166 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="pl-root">
|
||||
<div class="pl-header">
|
||||
<div class="pl-header-left">
|
||||
<div class="pl-header-ic"><fa-icon icon="clipboard-check"></fa-icon></div>
|
||||
<div class="pl-header-text">
|
||||
<h2>Accounts Due for Closure</h2>
|
||||
<p>Matured DDS accounts still open — pay the customer, then close the account.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="pl-header-right">
|
||||
<button class="pl-create-btn" type="button" [routerLink]="['/accounts/dds']">
|
||||
<fa-icon icon="arrow-left"></fa-icon>
|
||||
<span>Party Master</span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!loading && parties.length > 0) {
|
||||
<div class="pl-kpis">
|
||||
<div class="pl-kpi pl-kpi--purple" matTooltip="Matured accounts still open, at either step">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="clipboard-check"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ parties.length | number }}</div>
|
||||
<div class="pl-kpi-l">Outstanding</div>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="pl-kpi pl-kpi--teal"
|
||||
matTooltip="Money the bank is holding on matured accounts it has not yet paid out"
|
||||
>
|
||||
<div class="pl-kpi-ic"><fa-icon icon="wallet"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ totalPayable | number: '1.2-2' }}</div>
|
||||
<div class="pl-kpi-l">Still to Pay</div>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Already paid, waiting only on the close. Separated because it is the quicker half of the
|
||||
list and needs no customer to be reached. -->
|
||||
@if (awaitingCloseCount > 0) {
|
||||
<div class="pl-kpi pl-kpi--blue" matTooltip="Paid out in full — these only need closing">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="check"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ awaitingCloseCount | number }}</div>
|
||||
<div class="pl-kpi-l">Ready to Close</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="pl-card">
|
||||
@if (loading) {
|
||||
<div class="pl-empty"><p>Loading…</p></div>
|
||||
} @else if (parties.length === 0) {
|
||||
<!-- An empty list here is good news, so it says so rather than looking like a failed load. -->
|
||||
<div class="pl-empty">
|
||||
<div class="pl-empty-ic dfc-empty-ic"><fa-icon icon="check"></fa-icon></div>
|
||||
<h3>Nothing to close</h3>
|
||||
<p>No DDS account has matured and been left open. Every matured account has been paid out and closed.</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="pl-table-wrap">
|
||||
<table class="pl-table dfc-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Party</th>
|
||||
<th>Customer</th>
|
||||
<th>Collected By</th>
|
||||
<th>Matured On</th>
|
||||
<th class="num">Payable</th>
|
||||
<th class="num">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (party of parties; track party.id) {
|
||||
<tr class="pl-row">
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.partyCode }}</div>
|
||||
<div class="pl-product-sub dfc-account">{{ party.accountNo || party.savingsAccountNo || '—' }}</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>{{ party.partyName }}</td>
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.agentName || '—' }}</div>
|
||||
<div class="pl-product-sub">{{ party.agentCode }}</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.maturityDate | dateFormat }}</div>
|
||||
<!-- How long the bank has been holding it. A maturity from months back is a
|
||||
different problem from yesterday's, and the date alone does not say so. -->
|
||||
<div class="pl-product-sub" [class.dfc-stale]="daysOverdue(party) > 30">
|
||||
{{ daysOverdue(party) }} {{ daysOverdue(party) === 1 ? 'day' : 'days' }} ago
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="num">
|
||||
@if (awaitingPayout(party)) {
|
||||
<strong>{{ party.currentBalance | number: '1.2-2' }}</strong>
|
||||
} @else {
|
||||
<!-- Paid. Shown as words rather than 0.00 so a settled account is not mistaken for
|
||||
one that was never collected on. -->
|
||||
<span class="dfc-paid">Paid out</span>
|
||||
}
|
||||
</td>
|
||||
<td class="num">
|
||||
<!--
|
||||
Two steps, and an account stays on this list through both: pay the customer, then
|
||||
close. The officer sees the balance fall to nil before closing, so nothing is
|
||||
closed on a payment nobody checked.
|
||||
-->
|
||||
@if (heldUnderLien(party)) {
|
||||
<!--
|
||||
Pledged against a loan. Offering Pay Out here would only be refused by the
|
||||
server, so the row says why instead — the deposit is the bank's security until
|
||||
the borrowing against it is cleared.
|
||||
-->
|
||||
<span
|
||||
class="dfc-lien"
|
||||
[matTooltip]="
|
||||
(party.amountHeldUnderLien | number: '1.2-2') +
|
||||
' is pledged against a loan. It is paid out once the loan is repaid and the lien released.'
|
||||
"
|
||||
>
|
||||
<fa-icon icon="lock"></fa-icon>
|
||||
<span>Held under lien</span>
|
||||
</span>
|
||||
} @else if (awaitingPayout(party)) {
|
||||
<button
|
||||
type="button"
|
||||
class="pl-action-btn pl-action-btn--edit"
|
||||
(click)="payOut(party)"
|
||||
matTooltip="Pay this money out to the customer"
|
||||
>
|
||||
<fa-icon icon="wallet"></fa-icon><span>Pay Out</span>
|
||||
</button>
|
||||
} @else {
|
||||
<button
|
||||
type="button"
|
||||
class="pl-action-btn dfc-close-btn"
|
||||
(click)="closeAccount(party)"
|
||||
matTooltip="The money has gone out — close this account"
|
||||
>
|
||||
<fa-icon icon="check"></fa-icon><span>Close Account</span>
|
||||
</button>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,97 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
@use 'assets/styles/product-list' as pl;
|
||||
|
||||
@include pl.product-list-styles;
|
||||
|
||||
/* An empty list here means the work is done, so the mark is the reassuring colour, not the grey one. */
|
||||
.dfc-empty-ic {
|
||||
color: #15803d;
|
||||
}
|
||||
|
||||
.dfc-account {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.75rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* A maturity the bank has been sitting on for over a month. Called out because the date alone reads
|
||||
* the same whether it passed yesterday or in the spring, and the two are not the same problem.
|
||||
*/
|
||||
.dfc-stale {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
* An account whose money has already gone out. Words rather than 0.00, so a settled account is not
|
||||
* read as one that was never collected on - both would show the same figure.
|
||||
*/
|
||||
.dfc-paid {
|
||||
color: #15803d;
|
||||
font-weight: 600;
|
||||
font-size: 0.78rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* The close action. Green rather than the list's usual blue because it is the step that finishes the
|
||||
* account, and it only ever appears on a row already paid.
|
||||
*/
|
||||
.dfc-close-btn {
|
||||
color: #15803d;
|
||||
border-color: rgb(21 128 61 / 30%);
|
||||
background: rgb(21 128 61 / 6%);
|
||||
|
||||
&:hover {
|
||||
background: rgb(21 128 61 / 12%);
|
||||
border-color: rgb(21 128 61 / 45%);
|
||||
}
|
||||
}
|
||||
|
||||
/*
|
||||
* A deposit pledged against a loan. Not a button, because there is nothing for the clerk to do here
|
||||
* until the loan is cleared — showing one would only lead to a refusal.
|
||||
*/
|
||||
.dfc-lien {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 4px 10px;
|
||||
border: 1px solid rgb(90 74 156 / 30%);
|
||||
border-radius: 4px;
|
||||
background: rgb(90 74 156 / 8%);
|
||||
color: #5a4a9c;
|
||||
font-size: 0.78rem;
|
||||
font-weight: 600;
|
||||
cursor: help;
|
||||
}
|
||||
|
||||
/* Plain table rather than mat-table: this list is short by design and needs no sort or paging. */
|
||||
.dfc-table {
|
||||
th,
|
||||
td {
|
||||
padding: 10px 14px;
|
||||
text-align: left;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
}
|
||||
|
||||
th {
|
||||
font-size: 0.72rem;
|
||||
font-weight: 600;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
background: rgb(0 0 0 / 2%);
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,214 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
|
||||
/** Custom Components */
|
||||
import { PayoutDialogComponent } from '../payout-dialog/payout-dialog.component';
|
||||
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
|
||||
|
||||
/**
|
||||
* The DDS accounts whose term has run out and which are still open - the branch's list of closures
|
||||
* waiting to be done.
|
||||
*
|
||||
* A list of work, not a report. Nothing closes itself: a matured account is money the bank now owes
|
||||
* the customer, and where it goes has to be agreed with them, so each one waits here until an
|
||||
* officer deals with it. Before this existed the maturity date simply passed and nobody was told -
|
||||
* the bank held the money and the customer had to think to ask for it.
|
||||
*
|
||||
* Two steps, not one, and an account stays on this list through both:
|
||||
*
|
||||
* balance owing pay it out - to another account of theirs, or into matured-deposits payable
|
||||
* balance nil paid; close it
|
||||
*
|
||||
* Splitting them is what a branch actually does. The officer pays, sees the balance fall to nil and
|
||||
* the money land where it was meant to, and only then closes. One click doing both would close
|
||||
* accounts whose payment nobody had checked, and a closed account is far harder to put right.
|
||||
*
|
||||
* Oldest maturity first, because that is the one the bank has been holding longest.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-due-for-closure',
|
||||
templateUrl: './due-for-closure.component.html',
|
||||
styleUrls: ['./due-for-closure.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FaIconComponent
|
||||
]
|
||||
})
|
||||
export class DueForClosureComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dialog = inject(MatDialog);
|
||||
private alertService = inject(AlertService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
parties: any[] = [];
|
||||
loading = true;
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
private load(): void {
|
||||
this.loading = true;
|
||||
this.organizationService.getPartiesDueForClosure().subscribe({
|
||||
next: (parties: any) => {
|
||||
this.parties = Array.isArray(parties) ? parties : parties?.pageItems || [];
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => {
|
||||
this.parties = [];
|
||||
this.loading = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** What the bank is holding in total across every matured account still open. */
|
||||
get totalPayable(): number {
|
||||
return this.parties.reduce((sum, party) => sum + Number(party.currentBalance || 0), 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether this one is still waiting on its payment. Anything left on the account is the customer's
|
||||
* money, so it is paid before the account can be closed.
|
||||
*/
|
||||
awaitingPayout(party: any): boolean {
|
||||
return Number(party.currentBalance || 0) > 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether this deposit is standing as security for a loan.
|
||||
*
|
||||
* The term has ended and the money is owed, but it cannot leave while it is pledged - so the row
|
||||
* says so rather than offering a Pay Out the server would refuse. A customer who needed cash before
|
||||
* their term ended borrowed against the deposit instead of breaking it; the deposit is paid when
|
||||
* that loan is cleared.
|
||||
*/
|
||||
heldUnderLien(party: any): boolean {
|
||||
return Number(party.amountHeldUnderLien || 0) > 0;
|
||||
}
|
||||
|
||||
/** How many are already paid and now only need closing - the quicker half of the list. */
|
||||
get awaitingCloseCount(): number {
|
||||
return this.parties.filter((party) => !this.awaitingPayout(party)).length;
|
||||
}
|
||||
|
||||
/**
|
||||
* How long the bank has been sitting on this one. Shown because a maturity from three months ago
|
||||
* is a different problem from one from yesterday, and the list alone would not say so.
|
||||
*/
|
||||
daysOverdue(party: any): number {
|
||||
const matured = this.toDate(party.maturityDate);
|
||||
if (!matured) {
|
||||
return 0;
|
||||
}
|
||||
return Math.max(0, Math.floor((Date.now() - matured.getTime()) / 86400000));
|
||||
}
|
||||
|
||||
/** The API sends dates as [year, month, day]; month is 1-based there and 0-based in Date. */
|
||||
private toDate(value: any): Date | null {
|
||||
if (Array.isArray(value) && value.length >= 3) {
|
||||
return new Date(value[0], value[1] - 1, value[2]);
|
||||
}
|
||||
return value ? new Date(value) : null;
|
||||
}
|
||||
|
||||
payOut(party: any): void {
|
||||
const dialogRef = this.dialog.open(PayoutDialogComponent, {
|
||||
data: party,
|
||||
width: '520px',
|
||||
autoFocus: false
|
||||
});
|
||||
|
||||
dialogRef.afterClosed().subscribe((payoutCommand: any) => {
|
||||
if (!payoutCommand) {
|
||||
return;
|
||||
}
|
||||
this.organizationService.payOutParty(party.id, payoutCommand).subscribe({
|
||||
next: (result: any) => {
|
||||
if (awaitingApproval(result)) {
|
||||
this.alertService.alert({
|
||||
type: 'Sent for Approval',
|
||||
message: `Payout of ${party.partyCode} is waiting for a manager's approval. Nothing has been paid yet.`
|
||||
});
|
||||
this.load();
|
||||
return;
|
||||
}
|
||||
this.alertService.alert({
|
||||
type: 'Party Paid Out',
|
||||
message: payoutCommand.toSavingsAccountNo
|
||||
? `${party.partyCode} paid into ${payoutCommand.toSavingsAccountNo} and the account is closed.`
|
||||
: `${party.partyCode} parked in Sundry in the customer's name and the account is closed.`
|
||||
});
|
||||
this.load();
|
||||
}
|
||||
// A refusal is shown by the platform's own error handler, which names the reason - repeating
|
||||
// it here would say the same thing twice.
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Closes an account whose money has already gone out. The server refuses one still carrying a
|
||||
* balance, so this cannot close an account out from under an unpaid customer.
|
||||
*
|
||||
* Asked for first, because closing is the one step here with no way back.
|
||||
*/
|
||||
closeAccount(party: any): void {
|
||||
const confirmation = this.dialog.open(ConfirmationDialogComponent, {
|
||||
data: {
|
||||
heading: `Close ${party.partyCode}?`,
|
||||
dialogContext: `${party.partyName}'s account has been paid out in full and can be closed. It cannot be reopened.`,
|
||||
type: 'warn'
|
||||
}
|
||||
});
|
||||
|
||||
confirmation.afterClosed().subscribe((response: any) => {
|
||||
if (!response?.confirm) {
|
||||
return;
|
||||
}
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const locale = this.settingsService.language.code;
|
||||
this.organizationService
|
||||
.closeParty(party.id, {
|
||||
closeDate: this.dateUtils.formatDate(this.settingsService.businessDate || new Date(), dateFormat),
|
||||
dateFormat,
|
||||
locale
|
||||
})
|
||||
.subscribe({
|
||||
next: (result: any) => {
|
||||
this.alertService.alert(
|
||||
awaitingApproval(result)
|
||||
? {
|
||||
type: 'Sent for Approval',
|
||||
message: `Closing ${party.partyCode} is waiting for a manager's approval. It stays open until then.`
|
||||
}
|
||||
: { type: 'Party Closed', message: `${party.partyCode} is closed.` }
|
||||
);
|
||||
this.load();
|
||||
}
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
/** Under maker-checker the command is only recorded - it has a command id but no resource yet. */
|
||||
function awaitingApproval(result: any): boolean {
|
||||
return !!result?.commandId && result?.resourceId == null;
|
||||
}
|
||||
@@ -0,0 +1,73 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title class="nd-title">
|
||||
Nominees
|
||||
<span class="nd-party">{{ data.partyCode }} · {{ data.partyName }}</span>
|
||||
</h2>
|
||||
|
||||
<mat-dialog-content class="nd-body">
|
||||
@if (nominees.length === 0) {
|
||||
<p class="nd-empty">Nobody is nominated on this account.</p>
|
||||
} @else {
|
||||
<p class="nd-mode">
|
||||
@if (bySequence) {
|
||||
Paid in the order listed — the first named who can be found receives the deposit.
|
||||
} @else {
|
||||
Split by share of the deposit.
|
||||
}
|
||||
</p>
|
||||
|
||||
<table class="nd-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>@if (bySequence) { Order } @else { # }</th>
|
||||
<th>Name</th>
|
||||
<th>Relation</th>
|
||||
<th>Nominated</th>
|
||||
@if (!bySequence) {
|
||||
<th class="nd-num">Share</th>
|
||||
}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (nominee of nominees; track nominee.id; let i = $index) {
|
||||
<tr>
|
||||
<!-- The stated order where there is one; otherwise just the position in the list. -->
|
||||
<td class="nd-seq">{{ nominee.sequenceNo ?? i + 1 }}</td>
|
||||
<td>
|
||||
{{ nominee.name }}
|
||||
@if (nominee.minor) {
|
||||
<span class="nd-minor">minor · guardian {{ nominee.guardianName || '—' }}</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ nominee.relation }}</td>
|
||||
<td>{{ nominee.nominationDate | dateFormat }}</td>
|
||||
@if (!bySequence) {
|
||||
<td class="nd-num">
|
||||
@if (nominee.sharePercent !== null && nominee.sharePercent !== undefined) {
|
||||
{{ nominee.sharePercent }}%
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</td>
|
||||
}
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
@if (shareWarning) {
|
||||
<p class="nd-warn">{{ shareWarning }}</p>
|
||||
}
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-raised-button color="primary" mat-dialog-close>Close</button>
|
||||
</mat-dialog-actions>
|
||||
@@ -0,0 +1,84 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.nd-title {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
margin-bottom: 0;
|
||||
}
|
||||
|
||||
.nd-party {
|
||||
font-size: 13px;
|
||||
font-weight: 400;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.nd-body {
|
||||
min-width: 420px;
|
||||
padding-top: 8px;
|
||||
}
|
||||
|
||||
.nd-mode {
|
||||
margin: 0 0 12px;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.nd-empty {
|
||||
margin: 8px 0;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.nd-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 14px;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
font-weight: 500;
|
||||
font-size: 12px;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
padding: 0 8px 6px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 8px 8px 8px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
vertical-align: top;
|
||||
}
|
||||
}
|
||||
|
||||
/* Shares line up to be read down the column, not across the row. */
|
||||
.nd-num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
padding-right: 0;
|
||||
}
|
||||
|
||||
.nd-seq {
|
||||
width: 32px;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.nd-minor {
|
||||
display: block;
|
||||
font-size: 12px;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
.nd-warn {
|
||||
margin: 12px 0 0;
|
||||
font-size: 13px;
|
||||
color: #b3261e;
|
||||
}
|
||||
@@ -0,0 +1,82 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
|
||||
/** Custom Pipes */
|
||||
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
|
||||
|
||||
/**
|
||||
* Who this account is nominated to, read without opening it for editing.
|
||||
*
|
||||
* A clerk asked "who is on this account" has one question, not an intention to change anything, and
|
||||
* the edit form answers it only after a load, a tab and a scroll - with every field live the whole
|
||||
* time. This states it and closes.
|
||||
*
|
||||
* What is shown follows the split the account was nominated under: a share per nominee under
|
||||
* Percentage, and the order they are paid in under Sequence, because that ordering is the whole of
|
||||
* what Sequence records.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-nominee-list-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
DateFormatPipe
|
||||
],
|
||||
templateUrl: './nominee-list-dialog.component.html',
|
||||
styleUrls: ['./nominee-list-dialog.component.scss']
|
||||
})
|
||||
export class NomineeListDialogComponent {
|
||||
/** { partyCode, partyName, splitMode, nominees } */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
get bySequence(): boolean {
|
||||
return this.data?.splitMode === 'Sequence';
|
||||
}
|
||||
|
||||
get nominees(): any[] {
|
||||
return this.data?.nominees || [];
|
||||
}
|
||||
|
||||
/**
|
||||
* What the shares come to. Shown only when it is not the whole deposit - a nomination recorded
|
||||
* before shares were captured reads as complete otherwise, and the remainder has nobody named
|
||||
* to receive it.
|
||||
*/
|
||||
get shareTotal(): number | null {
|
||||
if (this.bySequence) {
|
||||
return null;
|
||||
}
|
||||
const stated = this.nominees.filter((n) => n?.sharePercent !== null && n?.sharePercent !== undefined);
|
||||
if (stated.length === 0) {
|
||||
return null;
|
||||
}
|
||||
return stated.reduce((sum, n) => sum + Number(n.sharePercent || 0), 0);
|
||||
}
|
||||
|
||||
get shareWarning(): string | null {
|
||||
if (this.bySequence) {
|
||||
// Under Sequence the order is the whole of the nomination, so an order nobody stated is the
|
||||
// same gap a missing share is under Percentage.
|
||||
const stated = this.nominees.filter((n) => n?.sequenceNo !== null && n?.sequenceNo !== undefined);
|
||||
return stated.length === this.nominees.length ? null : 'No order was recorded against these nominees.';
|
||||
}
|
||||
const total = this.shareTotal;
|
||||
if (total === null) {
|
||||
return 'No shares were recorded against these nominees.';
|
||||
}
|
||||
return total === 100 ? null : `The shares come to ${total}%, not 100%.`;
|
||||
}
|
||||
}
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user