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139 changed files with 5585 additions and 5795 deletions
-7
View File
@@ -69,10 +69,3 @@ src/environments/.env.ts
/playwright-report/
/blob-report/
/playwright/.cache/
# JVM crash / replay logs
hs_err_pid*.log
replay_pid*.log
# Microsoft Office temporary lock files
~$*.xlsx
@@ -119,7 +119,7 @@
<button
mat-raised-button
color="primary"
[disabled]="!glAccountForm.valid"
[disabled]="!glAccountForm.valid || submitting"
*mifosxHasPermission="'CREATE_GLACCOUNT'"
>
{{ 'labels.buttons.Submit' | translate }}
@@ -14,6 +14,7 @@ import { MatDialog } from '@angular/material/dialog';
/** Custom Services */
import { AccountingService } from '../../accounting.service';
import { AlertService } from 'app/core/alert/alert.service';
import { PopoverService } from '../../../configuration-wizard/popover/popover.service';
import { ConfigurationWizardService } from '../../../configuration-wizard/configuration-wizard.service';
@@ -42,6 +43,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateGlAccountComponent implements OnInit, AfterViewInit {
private formBuilder = inject(UntypedFormBuilder);
private accountingService = inject(AccountingService);
private alertService = inject(AlertService);
private route = inject(ActivatedRoute);
private router = inject(Router);
private configurationWizardService = inject(ConfigurationWizardService);
@@ -50,6 +52,8 @@ export class CreateGlAccountComponent implements OnInit, AfterViewInit {
/** GL account form. */
glAccountForm: UntypedFormGroup;
/** Submitting state to prevent duplicate submissions. */
submitting = false;
/** Chart of accounts data. */
chartOfAccountsData: any;
/** Account type data. */
@@ -166,24 +170,40 @@ export class CreateGlAccountComponent implements OnInit, AfterViewInit {
/**
* Submits the gl account form and creates gl account,
* if successful redirects to view created account.
* if successful redirects to view created account or back to list if awaiting approval.
*/
submit() {
if (this.glAccountForm.invalid) {
if (this.glAccountForm.invalid || this.submitting) {
return;
}
this.accountingService.createGlAccount(this.glAccountForm.value).subscribe((response: any) => {
if (this.configurationWizardService.showChartofAccounts) {
this.configurationWizardService.showChartofAccounts = false;
this.openDialog();
} else {
this.router.navigate(
[
'../view',
response.resourceId
],
{ relativeTo: this.route }
);
this.submitting = true;
this.accountingService.createGlAccount(this.glAccountForm.value).subscribe({
next: (response: any) => {
if (response?.resourceId) {
if (this.configurationWizardService.showChartofAccounts) {
this.configurationWizardService.showChartofAccounts = false;
this.openDialog();
} else {
this.router.navigate(
[
'../view',
response.resourceId
],
{ relativeTo: this.route }
);
}
} else if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'GL Account submitted successfully for approval.'
});
this.router.navigate([this.cancelRoute], { relativeTo: this.route });
} else {
this.router.navigate([this.cancelRoute], { relativeTo: this.route });
}
},
error: () => {
this.submitting = false;
}
});
}
+1 -1
View File
@@ -16,7 +16,7 @@ import { Observable, of, throwError } from 'rxjs';
import { switchMap } from 'rxjs/operators';
import { map, catchError } from 'rxjs/operators';
import { environment } from 'environments/environment';
import { environment } from '../../environments/environment';
import { dataUrlToFile } from 'app/shared/utils/data-url.util';
/**
@@ -11,7 +11,7 @@ import { UntypedFormGroup } from '@angular/forms';
import { Subject } from 'rxjs';
import { debounceTime, distinctUntilChanged, filter, switchMap, takeUntil, timeout, catchError } from 'rxjs/operators';
import { of } from 'rxjs';
import { environment } from 'environments/environment';
import { environment } from '../../../environments/environment';
import { ClientsService } from '../clients.service';
import {
EXTERNAL_ID_STATUS_KEYS,
@@ -0,0 +1,228 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject, OnDestroy } from '@angular/core';
import { Router, ActivatedRoute } from '@angular/router';
import { fromEvent, Subscription, BehaviorSubject } from 'rxjs';
import { KeyboardShortcutsConfiguration } from '../../keyboards-shortcut-config';
import { AuthenticationService } from '../authentication/authentication.service';
import { UserPreferenceService } from './user-preference.service';
import { DocumentationLinksService } from '../../shared/services/documentation-links.service';
export interface ShortcutItem {
title: string;
ctrlKey: boolean;
shiftKey: boolean;
altKey: boolean;
key: string;
route: string;
id?: string;
custom?: boolean;
action?: string;
}
@Injectable({
providedIn: 'root'
})
export class KeyboardShortcutService implements OnDestroy {
private router = inject(Router);
private activatedRoute = inject(ActivatedRoute);
private authenticationService = inject(AuthenticationService);
private userPreferenceService = inject(UserPreferenceService);
private documentationLinks = inject(DocumentationLinksService);
private keydownSubscription: Subscription;
private activeShortcutsSubject = new BehaviorSubject<ShortcutItem[]>([]);
public activeShortcuts$ = this.activeShortcutsSubject.asObservable();
constructor() {
this.keydownSubscription = fromEvent<KeyboardEvent>(window, 'keydown').subscribe((event) => {
this.handleKeydown(event);
});
}
ngOnDestroy(): void {
if (this.keydownSubscription) {
this.keydownSubscription.unsubscribe();
}
}
public initShortcuts(): void {
const credentials = this.authenticationService.getCredentials();
if (!credentials || !credentials.userId) {
this.loadDefaults();
return;
}
this.userPreferenceService.getPreference(credentials.userId, 'keyboard_shortcuts').subscribe({
next: (data) => {
if (data && data.value) {
try {
const parsed = JSON.parse(data.value);
if (Array.isArray(parsed)) {
parsed.forEach((shortcut: ShortcutItem) => {
if (shortcut.custom && shortcut.action === 'navigate' && shortcut.route) {
shortcut.route = this.normalizeRouteStr(shortcut.route);
}
});
}
this.activeShortcutsSubject.next(parsed);
} catch (e) {
console.error('Error parsing shortcuts', e);
this.loadDefaults();
}
} else {
this.loadDefaults();
}
},
error: () => {
this.loadDefaults();
}
});
}
public loadDefaults(): void {
const config = new KeyboardShortcutsConfiguration();
this.activeShortcutsSubject.next(config.buttonsArray);
}
public updateShortcuts(shortcuts: ShortcutItem[]): void {
const credentials = this.authenticationService.getCredentials();
if (credentials && credentials.userId) {
const cleanedShortcuts = shortcuts.map((s) => {
const clean: any = {
title: s.title,
ctrlKey: s.ctrlKey,
shiftKey: s.shiftKey,
altKey: s.altKey,
key: s.key,
route: s.route
};
if (s.id !== undefined) clean.id = s.id;
if (s.custom !== undefined) clean.custom = s.custom;
if (s.action !== undefined) clean.action = s.action;
return clean;
});
this.userPreferenceService
.updatePreference(credentials.userId, 'keyboard_shortcuts', JSON.stringify(cleanedShortcuts))
.subscribe(() => {
this.activeShortcutsSubject.next(shortcuts);
});
} else {
this.activeShortcutsSubject.next(shortcuts);
}
}
public resetToDefaults(): void {
const credentials = this.authenticationService.getCredentials();
const config = new KeyboardShortcutsConfiguration();
if (credentials && credentials.userId) {
this.userPreferenceService
.updatePreference(credentials.userId, 'keyboard_shortcuts', JSON.stringify(config.buttonsArray))
.subscribe(() => {
this.activeShortcutsSubject.next(config.buttonsArray);
});
} else {
this.activeShortcutsSubject.next(config.buttonsArray);
}
}
private handleKeydown(event: KeyboardEvent): void {
const activeShortcuts = this.activeShortcutsSubject.getValue();
const routeD = activeShortcuts.find(
(x) =>
x.ctrlKey === event.ctrlKey &&
x.shiftKey === event.shiftKey &&
x.altKey === event.altKey &&
x.key.toLowerCase() === event.key.toLowerCase()
);
if (routeD !== undefined) {
event.preventDefault(); // Prevent default browser actions for matched shortcuts
if (routeD.custom) {
if (routeD.action === 'navigate' && routeD.route) {
this.router.navigate([routeD.route]);
}
} else {
switch (routeD.id) {
case 'logout':
this.authenticationService.logout().subscribe(() => this.router.navigate(['/login'], { replaceUrl: true }));
break;
case 'help':
this.documentationLinks.open('userManual');
break;
case 'runReport':
const runReportElement = document.getElementById('runReport');
if (runReportElement) runReportElement.click();
break;
case 'cancel':
const cancelEl = document.querySelector('[data-shortcut-action="cancel"]') as HTMLElement;
if (cancelEl) {
cancelEl.click();
} else {
const cancelButtons = Array.from(document.querySelectorAll('button')).filter(
(el) => el.textContent && el.textContent.trim() === 'Cancel'
);
if (cancelButtons.length > 0) cancelButtons[0].click();
}
break;
case 'submit':
const submitEl = document.querySelector('[data-shortcut-action="submit"]') as HTMLElement;
if (submitEl) {
submitEl.click();
} else {
const submitButtons = Array.from(document.querySelectorAll('button')).filter(
(el) => el.textContent && el.textContent.trim() === 'Submit'
);
if (submitButtons.length > 0) submitButtons[0].click();
}
break;
default:
this.router.navigate([routeD.route], { relativeTo: this.activatedRoute });
}
}
}
}
public normalizeRouteStr(route: string | undefined | null): string {
if (!route) return '';
let r = route.trim();
try {
if (r.startsWith('http://') || r.startsWith('https://')) {
const url = new URL(r);
if (url.hash && url.hash.startsWith('#')) {
let path = url.hash.substring(1);
if (!path.startsWith('/')) {
path = '/' + path;
}
return path;
}
return url.pathname + url.search;
}
} catch (e) {
// Ignore
}
if (r.includes('#/')) {
r = r.substring(r.indexOf('#/') + 1);
}
if (/^[a-zA-Z0-9]+:/.test(r)) {
return '/';
}
if (!r.startsWith('/')) {
r = '/' + r;
}
return r;
}
}
@@ -0,0 +1,161 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject, OnDestroy } from '@angular/core';
import { Router, NavigationEnd } from '@angular/router';
import { Title } from '@angular/platform-browser';
import { MatSnackBar } from '@angular/material/snack-bar';
import { MatDialog } from '@angular/material/dialog';
import { AuthenticationService } from '../authentication/authentication.service';
import { KeyboardShortcutService } from './keyboard-shortcut.service';
import { UserPreferenceService } from './user-preference.service';
import { KeyboardShortcutsDialogComponent } from '../../shared/keyboard-shortcuts-dialog/keyboard-shortcuts-dialog.component';
import { filter, take } from 'rxjs/operators';
import { Subscription } from 'rxjs';
@Injectable({
providedIn: 'root'
})
export class ShortcutSuggestionService implements OnDestroy {
private router = inject(Router);
private titleService = inject(Title);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
private authenticationService = inject(AuthenticationService);
private keyboardShortcutService = inject(KeyboardShortcutService);
private userPreferenceService = inject(UserPreferenceService);
private readonly FREQUENCY_THRESHOLD = 5;
private readonly PREF_KEY = 'shortcut_suggestions_state';
private routerSubscription!: Subscription;
private state: { dismissed: string[] } = { dismissed: [] };
private get userId(): number | null {
const creds = this.authenticationService.getCredentials();
return creds ? creds.userId : null;
}
private getVisitsKey(): string {
return `route_visits_${this.userId}`;
}
private getVisits(): Record<string, number> {
const key = this.getVisitsKey();
if (!key) return {};
const val = localStorage.getItem(key);
return val ? JSON.parse(val) : {};
}
private saveVisits(visits: Record<string, number>) {
const key = this.getVisitsKey();
if (key) {
localStorage.setItem(key, JSON.stringify(visits));
}
}
private isSuggestionOpen = false;
public init() {
const uid = this.userId;
if (uid) {
this.userPreferenceService.getPreference(uid, this.PREF_KEY).subscribe({
next: (data) => {
if (data && data.value) {
try {
this.state = JSON.parse(data.value);
if (!this.state.dismissed) this.state.dismissed = [];
} catch (e) {
this.state = { dismissed: [] };
}
}
},
error: () => {}
});
}
this.routerSubscription = this.router.events
.pipe(filter((event) => event instanceof NavigationEnd))
.subscribe((event: any) => {
this.handleNavigation(event.urlAfterRedirects);
});
}
private handleNavigation(url: string) {
if (!this.userId) return;
let path = url.split('?')[0];
path = this.keyboardShortcutService.normalizeRouteStr(path);
const visits = this.getVisits();
visits[path] = (visits[path] || 0) + 1;
this.saveVisits(visits);
}
public getUsageData(): { route: string; pageName: string; visits: number; hasShortcut: boolean }[] {
const visits = this.getVisits();
const result: { route: string; pageName: string; visits: number; hasShortcut: boolean }[] = [];
// Get current shortcuts (sync)
let currentShortcuts: any[] = [];
this.keyboardShortcutService.activeShortcuts$.pipe(take(1)).subscribe((s) => (currentShortcuts = s));
for (const route of Object.keys(visits)) {
const count = visits[route];
const hasShortcut = currentShortcuts.some(
(s) =>
(s.custom && s.action === 'navigate' && this.keyboardShortcutService.normalizeRouteStr(s.route) === route) ||
(!s.custom && this.keyboardShortcutService.normalizeRouteStr(s.route) === route)
);
let pageName = route.split('/').pop() || route;
// Capitalize and clean
pageName = pageName.replace(/-/g, ' ');
pageName = pageName.charAt(0).toUpperCase() + pageName.slice(1);
result.push({ route, pageName, visits: count, hasShortcut });
}
return result.sort((a, b) => b.visits - a.visits);
}
public markAsDismissed(route: string) {
if (!this.state.dismissed.includes(route)) {
this.state.dismissed.push(route);
const uid = this.userId;
if (uid) {
this.userPreferenceService.updatePreference(uid, this.PREF_KEY, JSON.stringify(this.state)).subscribe();
}
}
}
public openCreateShortcutDialog(pageName: string, route: string) {
this.dialog
.open(KeyboardShortcutsDialogComponent, {
data: {
prefill: {
title: pageName,
route: route,
action: 'navigate'
}
}
})
.afterClosed()
.subscribe((saved) => {
if (saved) {
this.markAsDismissed(route);
}
});
}
ngOnDestroy() {
if (this.routerSubscription) {
this.routerSubscription.unsubscribe();
}
}
}
@@ -0,0 +1,28 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject } from '@angular/core';
import { HttpClient } from '@angular/common/http';
import { Observable } from 'rxjs';
@Injectable({
providedIn: 'root'
})
export class UserPreferenceService {
private http = inject(HttpClient);
getPreference(userId: number, preferenceName: string): Observable<{ name: string; value: string }> {
const timestamp = new Date().getTime();
return this.http.get<{ name: string; value: string }>(
`/users/${userId}/preferences/${preferenceName}?_t=${timestamp}`
);
}
updatePreference(userId: number, preferenceName: string, value: string): Observable<{ name: string; value: string }> {
return this.http.put<{ name: string; value: string }>(`/users/${userId}/preferences/${preferenceName}`, { value });
}
}
@@ -33,7 +33,6 @@
<mifosx-fixed-deposit-account-details-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountTemplate"
(fixedDepositsAccountProductTemplate)="setTemplate($event)"
[externalLinkedAccountId]="fixedDepositAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
[hideButtons]="true"
>
</mifosx-fixed-deposit-account-details-step>
@@ -108,40 +107,7 @@
</div>
</mat-tab>
<!-- Tab 4: Terms -->
<mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="file-alt" class="cfa-tab__icon"></fa-icon>
Terms
</ng-template>
<div class="cfa-tab-body">
@if (fixedDepositsAccountProductTemplate) {
<mifosx-fixed-deposit-account-maturity-terms-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountTemplate"
[fixedDepositsAccountProductTemplate]="fixedDepositsAccountProductTemplate"
[linkedSavingsAccountId]="
fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
? fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.id
: null
"
></mifosx-fixed-deposit-account-maturity-terms-step>
}
<div class="cfa-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cfa-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 5: Preview -->
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cfa-tab__icon"></fa-icon>
@@ -155,7 +121,6 @@
[fixedDepositAccountData]="fixedDepositAccount"
[selectedTenure]="selectedTenure"
[fdNominees]="fixedDepositAccountCurrencyStep?.nominees ?? []"
[closureSettings]="fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}"
[hideButtons]="true"
(submitEvent)="submit()"
></mifosx-fixed-deposit-account-preview-step>
@@ -24,7 +24,6 @@ import { MatTabsModule } from '@angular/material/tabs';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { FixedDepositAccountInterestRateChartStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component';
import { FixedDepositAccountPreviewStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component';
import { FixedDepositAccountMaturityTermsStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -41,7 +40,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
FixedDepositAccountDetailsStepComponent,
FixedDepositAccountInterestRateChartStepComponent,
FixedDepositAccountCurrencyStepComponent,
FixedDepositAccountMaturityTermsStepComponent,
FixedDepositAccountPreviewStepComponent
]
})
@@ -58,10 +56,6 @@ export class CreateFixedDepositAccountComponent {
fixedDepositsAccountDetailsStep: FixedDepositAccountDetailsStepComponent;
@ViewChild(FixedDepositAccountCurrencyStepComponent)
fixedDepositAccountCurrencyStep: FixedDepositAccountCurrencyStepComponent;
@ViewChild(FixedDepositAccountPreviewStepComponent)
fixedDepositAccountPreviewStep: FixedDepositAccountPreviewStepComponent;
@ViewChild(FixedDepositAccountMaturityTermsStepComponent)
fixedDepositAccountMaturityTermsStep: FixedDepositAccountMaturityTermsStepComponent;
/** Fixed Deposits Account Template */
fixedDepositsAccountTemplate: any;
@@ -69,8 +63,8 @@ export class CreateFixedDepositAccountComponent {
fixedDepositsAccountProductTemplate: any;
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
/** Total wizard tabs — Product, Currency, Chart, Terms, Preview. */
private readonly totalTabs = 5;
/** Total wizard tabs — Product, Currency, Chart, Preview. */
private readonly totalTabs = 4;
/** Active CBS base interest rate versions for the selected product's FD type */
cbsBaseRates: any[] = [];
/** Tenure selected from the interest rate chart step */
@@ -249,7 +243,6 @@ export class CreateFixedDepositAccountComponent {
...this.fixedDepositAccount,
...terms,
...settings,
...(this.fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}),
...(this.selectedTenure
? {
depositPeriod: this.selectedTenure.depositPeriod,
@@ -35,7 +35,6 @@
<mifosx-fixed-deposit-account-details-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountAndTemplate"
(fixedDepositsAccountProductTemplate)="setTemplate($event)"
[externalLinkedAccountId]="fixedDepositAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
[hideButtons]="true"
>
</mifosx-fixed-deposit-account-details-step>
@@ -112,40 +111,7 @@
</div>
</mat-tab>
<!-- Tab 4: Terms -->
<mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="file-alt" class="cfa-tab__icon"></fa-icon>
Terms
</ng-template>
<div class="cfa-tab-body">
@if (fixedDepositsAccountProductTemplate) {
<mifosx-fixed-deposit-account-maturity-terms-step
[fixedDepositsAccountTemplate]="fixedDepositsAccountAndTemplate"
[fixedDepositsAccountProductTemplate]="fixedDepositsAccountProductTemplate"
[linkedSavingsAccountId]="
fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
? fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.id
: null
"
></mifosx-fixed-deposit-account-maturity-terms-step>
}
<div class="cfa-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cfa-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 5: Preview -->
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cfa-tab__icon"></fa-icon>
@@ -159,7 +125,6 @@
[fixedDepositAccountData]="fixedDepositAccount"
[selectedTenure]="selectedTenure"
[fdNominees]="fixedDepositAccountCurrencyStep?.nominees ?? []"
[closureSettings]="fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}"
[hideButtons]="true"
(submitEvent)="submit()"
></mifosx-fixed-deposit-account-preview-step>
@@ -25,7 +25,6 @@ import { MatTabsModule } from '@angular/material/tabs';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { FixedDepositAccountInterestRateChartStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component';
import { FixedDepositAccountPreviewStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component';
import { FixedDepositAccountMaturityTermsStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -42,7 +41,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
FixedDepositAccountDetailsStepComponent,
FixedDepositAccountInterestRateChartStepComponent,
FixedDepositAccountCurrencyStepComponent,
FixedDepositAccountMaturityTermsStepComponent,
FixedDepositAccountPreviewStepComponent
]
})
@@ -60,10 +58,6 @@ export class EditFixedDepositAccountComponent {
fixedDepositsAccountDetailsStep: FixedDepositAccountDetailsStepComponent;
@ViewChild(FixedDepositAccountCurrencyStepComponent)
fixedDepositAccountCurrencyStep: FixedDepositAccountCurrencyStepComponent;
@ViewChild(FixedDepositAccountPreviewStepComponent)
fixedDepositAccountPreviewStep: FixedDepositAccountPreviewStepComponent;
@ViewChild(FixedDepositAccountMaturityTermsStepComponent)
fixedDepositAccountMaturityTermsStep: FixedDepositAccountMaturityTermsStepComponent;
/** Full account data + template from resolver */
fixedDepositsAccountAndTemplate: any;
@@ -71,7 +65,7 @@ export class EditFixedDepositAccountComponent {
fixedDepositsAccountProductTemplate: any;
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
private readonly totalTabs = 5;
private readonly totalTabs = 4;
/** Active CBS base interest rate versions for the selected product's FD type */
cbsBaseRates: any[] = [];
/** Tenure selected from the interest rate chart step */
@@ -242,7 +236,6 @@ export class EditFixedDepositAccountComponent {
...this.fixedDepositAccount,
...terms,
...settings,
...(this.fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}),
...(this.selectedTenure
? {
depositPeriod: this.selectedTenure.depositPeriod,
@@ -7,17 +7,7 @@
*/
/** Angular Imports */
import {
Component,
OnInit,
OnChanges,
SimpleChanges,
Input,
Output,
EventEmitter,
inject,
ChangeDetectorRef
} from '@angular/core';
import { Component, OnInit, Input, Output, EventEmitter, inject, ChangeDetectorRef } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, Validators, FormsModule } from '@angular/forms';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
@@ -53,7 +43,7 @@ import { IntroducerSearchComponent } from 'app/shared/introducer-search/introduc
IntroducerSearchComponent
]
})
export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChanges {
export class FixedDepositAccountDetailsStepComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private fixedDepositsService = inject(FixedDepositsService);
private settingsService = inject(SettingsService);
@@ -66,9 +56,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
/** Fixed Deposits Account Template */
@Input() fixedDepositsAccountTemplate: any;
@Input() hideButtons = false;
/** Linked-account id picked elsewhere in the wizard (e.g. the Terms step's Transfer to Savings
* account) -- pre-fills this card so the officer doesn't have to pick the same account twice. */
@Input() externalLinkedAccountId: number | null = null;
/** Minimum date allowed. */
minDate = new Date(2000, 0, 1);
@@ -235,23 +222,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
this.dalSearch = '';
}
ngOnChanges(changes: SimpleChanges): void {
if (!changes.externalLinkedAccountId || this.selectedLinkedAccount) {
return;
}
const id = this.externalLinkedAccountId;
if (!id) return;
const savings = this.dalAllSavings.find((a: any) => a.id === id);
const current = this.dalAllCurrent.find((a: any) => a.id === id);
if (savings) {
this.dalSelectedType = 'SAVINGS';
this.selectedLinkedAccount = savings;
} else if (current) {
this.dalSelectedType = 'CURRENT';
this.selectedLinkedAccount = current;
}
}
private loadClientAccounts(): void {
const clientId = String(this.fixedDepositsAccountTemplate?.clientId);
if (!clientId) return;
@@ -1,108 +0,0 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<form [formGroup]="closureSettingsForm" class="layout-row-wrap gap-2px responsive-column">
<h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Maturity Instructions' | translate }}</mat-label>
<mat-select formControlName="maturityInstructionId">
@for (maturityInstruction of maturityInstructionOptions; track maturityInstruction) {
<mat-option [value]="maturityInstruction.id">
{{ maturityInstruction.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
@if (closureSettingsForm.contains('transferToSavingsId')) {
<div class="dal-card flex-98">
<div class="dal-card__header">
<div class="dal-card__header-left">
<div class="dal-card__icon">
<mat-icon>savings</mat-icon>
</div>
<div>
<h3 class="dal-card__title">{{ 'labels.inputs.Transfer to savings account' | translate }}</h3>
<span class="dal-card__sub">Maturity proceeds will be credited to this account</span>
</div>
</div>
</div>
<div class="dal-card__body">
@if (selectedTransferAccount) {
<div class="dal-selected">
<div class="dal-selected__info">
<span class="dal-type-badge dal-type-badge--savings">
<mat-icon>savings</mat-icon>
Savings
</span>
<div class="dal-selected__details">
<span class="dal-selected__accno">{{ selectedTransferAccount.accountNo }}</span>
<span class="dal-selected__product">{{ selectedTransferAccount.savingsProductName }}</span>
</div>
@if (selectedTransferAccount.summary?.accountBalance != null) {
<div class="dal-selected__balance">
<span class="dal-selected__bal-label">Balance</span>
<span class="dal-selected__bal-amount">
{{ selectedTransferAccount.currency?.code }}
{{ selectedTransferAccount.summary.accountBalance | number: '1.2-2' }}
</span>
</div>
}
</div>
<button
mat-stroked-button
color="primary"
type="button"
class="dal-change-btn"
(click)="clearTransferAccount()"
>
<mat-icon>swap_horiz</mat-icon>
Change
</button>
</div>
} @else {
<mat-form-field appearance="outline" class="flex-98">
<mat-label>{{ 'labels.inputs.Transfer to savings account' | translate }}</mat-label>
<mat-select formControlName="transferToSavingsId" required>
@for (account of savingsAccountsData; track account) {
<mat-option [value]="account.id">
({{ account.accountNo }}) {{ account.savingsProductName }}
</mat-option>
}
</mat-select>
<mat-error>Transfer to savings account is required</mat-error>
</mat-form-field>
}
</div>
</div>
}
<mat-checkbox class="flex-98 margin-v" labelPosition="before" formControlName="preClosurePenalApplicable">
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
</mat-checkbox>
@if (closureSettingsForm.value.preClosurePenalApplicable) {
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Penal Interest' | translate }} (%)</mat-label>
<input type="number" matInput formControlName="preClosurePenalInterest" min="0" step="0.01" />
</mat-form-field>
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Period' | translate }}</mat-label>
<mat-select formControlName="preClosurePenalInterestOnTypeId">
@for (preClosurePenalInterestOnType of preClosurePenalInterestOnTypeData; track preClosurePenalInterestOnType) {
<mat-option [value]="preClosurePenalInterestOnType.id">
{{ preClosurePenalInterestOnType.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
}
</form>
@@ -1,152 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
// ── Transfer-to-Savings account card (mirrors the Deposit Account Link card) ──
.dal-card {
margin-top: 16px;
border: 1px solid #e2e8f0;
border-radius: 12px;
background: #fff;
overflow: hidden;
&__header {
display: flex;
align-items: center;
gap: 14px;
padding: 16px 24px;
border-bottom: 1px solid #f1f5f9;
background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
}
&__header-left {
display: flex;
align-items: center;
gap: 14px;
}
&__icon {
width: 44px;
height: 44px;
border-radius: 10px;
background: #0ea5e9;
display: flex;
align-items: center;
justify-content: center;
color: #fff;
}
&__title {
margin: 0;
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
}
&__sub {
display: block;
font-size: 12px;
color: #64748b;
margin-top: 2px;
}
&__body {
padding: 20px 24px;
}
}
.dal-selected {
display: flex;
align-items: center;
gap: 16px;
padding: 16px 20px;
border: 2px solid #0ea5e9;
border-radius: 12px;
background: #f0f9ff;
&__info {
display: flex;
align-items: center;
gap: 14px;
flex: 1;
flex-wrap: wrap;
}
&__details {
display: flex;
flex-direction: column;
gap: 2px;
flex: 1;
}
&__accno {
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
font-family: monospace;
}
&__product {
font-size: 12px;
color: #64748b;
}
&__balance {
display: flex;
flex-direction: column;
align-items: flex-end;
gap: 2px;
}
&__bal-label {
font-size: 10px;
color: #94a3b8;
text-transform: uppercase;
letter-spacing: 0.5px;
}
&__bal-amount {
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
}
}
.dal-change-btn {
white-space: nowrap;
}
.dal-type-badge {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 4px 12px;
border-radius: 999px;
font-size: 12px;
font-weight: 700;
white-space: nowrap;
background: #f1f5f9;
color: #475569;
border: 1px solid #e2e8f0;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&--savings {
background: #eff6ff;
color: #1d4ed8;
border-color: #bfdbfe;
mat-icon {
color: #2563eb;
}
}
}
@@ -1,117 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, Input, OnChanges, SimpleChanges, inject } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, UntypedFormControl, Validators } from '@angular/forms';
import { MatCheckbox } from '@angular/material/checkbox';
import { MatIcon } from '@angular/material/icon';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Fixed Deposit Account Maturity Terms Step -- what happens to this account at maturity
* (Withdraw / Transfer to Savings / Reinvest) and the pre-mature-closure penalty, decided
* per account rather than silently inherited from the product.
*/
@Component({
selector: 'mifosx-fixed-deposit-account-maturity-terms-step',
templateUrl: './fixed-deposit-account-maturity-terms-step.component.html',
styleUrls: ['./fixed-deposit-account-maturity-terms-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatCheckbox,
MatIcon
]
})
export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges {
private formBuilder = inject(UntypedFormBuilder);
@Input() fixedDepositsAccountTemplate: any;
@Input() fixedDepositsAccountProductTemplate: any;
/** Account already linked elsewhere in the wizard (the Details step's Deposit Account Link) --
* pre-fills Transfer to Savings so the officer doesn't have to pick the same account twice. */
@Input() linkedSavingsAccountId: number | null = null;
closureSettingsForm: UntypedFormGroup;
maturityInstructionOptions: any[] = [];
savingsAccountsData: any[] = [];
preClosurePenalInterestOnTypeData: any[] = [];
constructor() {
this.closureSettingsForm = this.formBuilder.group({
maturityInstructionId: [''],
preClosurePenalApplicable: [false],
preClosurePenalInterest: [
'',
Validators.min(0)
],
preClosurePenalInterestOnTypeId: ['']
});
this.closureSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
// 200 = Transfer to Savings -- Withdraw Deposit (100) needs no target account, and both
// Reinvest options (300/400) open a brand-new FD instead, so they ignore this field too.
if (value === 200) {
this.closureSettingsForm.addControl(
'transferToSavingsId',
new UntypedFormControl(this.linkedSavingsAccountId ?? '', Validators.required)
);
} else {
this.closureSettingsForm.removeControl('transferToSavingsId');
}
});
}
ngOnChanges(changes: SimpleChanges) {
if (changes.linkedSavingsAccountId) {
const control = this.closureSettingsForm.get('transferToSavingsId');
if (control && !control.value && this.linkedSavingsAccountId) {
control.setValue(this.linkedSavingsAccountId);
}
}
if (this.fixedDepositsAccountProductTemplate) {
// Withdraw Deposit (id 100) books the maturity proceeds out of the bank's cash/vault the moment
// the account matures, before the customer has actually collected it -- disabled everywhere.
this.maturityInstructionOptions = (
this.fixedDepositsAccountProductTemplate.maturityInstructionOptions ?? []
).filter((option: any) => option.id !== 100);
this.savingsAccountsData = this.fixedDepositsAccountProductTemplate.savingsAccounts ?? [];
this.preClosurePenalInterestOnTypeData =
this.fixedDepositsAccountProductTemplate.preClosurePenalInterestOnTypeOptions ?? [];
if (!this.closureSettingsForm.get('preClosurePenalApplicable').dirty) {
this.closureSettingsForm.patchValue({
preClosurePenalApplicable: this.fixedDepositsAccountProductTemplate.preClosurePenalApplicable ?? false,
preClosurePenalInterest: this.fixedDepositsAccountProductTemplate.preClosurePenalInterest ?? '',
preClosurePenalInterestOnTypeId:
this.fixedDepositsAccountProductTemplate.preClosurePenalInterestOnType?.id ?? ''
});
}
}
}
/** The linked-savings account for the transfer-to-savings maturity instruction, once picked. */
get selectedTransferAccount(): any {
const id = this.closureSettingsForm.value.transferToSavingsId;
if (!id) return null;
return this.savingsAccountsData.find((account: any) => account.id === id) ?? null;
}
clearTransferAccount(): void {
this.closureSettingsForm.get('transferToSavingsId')?.setValue('');
}
/** Chosen maturity/closure settings, ready to merge into the submit payload. */
get closureSettings() {
const settings = this.closureSettingsForm.getRawValue();
for (const key in settings) {
if (settings[key] === '') {
delete settings[key];
}
}
return settings;
}
}
@@ -683,41 +683,6 @@
</div>
</div>
<div class="preview-section">
<div class="preview-section__header">
<i class="fas fa-flag-checkered preview-section__icon"></i>
<span class="preview-section__title">Maturity &amp; Pre-mature Closure</span>
</div>
<div class="preview-body">
<div class="preview-grid preview-grid--three">
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Maturity Instructions' | translate }}</span>
<span class="preview-value">{{ closureMaturityInstructionLabel }}</span>
</div>
@if (closureSettings?.transferToSavingsId) {
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Transfer to savings account' | translate }}</span>
<span class="preview-value">{{ closureTransferToSavingsLabel }}</span>
</div>
}
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}</span>
<span class="preview-value">{{ closureSettings?.preClosurePenalApplicable | yesNo }}</span>
</div>
@if (closureSettings?.preClosurePenalApplicable) {
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Penal Interest' | translate }} (%)</span>
<span class="preview-value">{{ closureSettings?.preClosurePenalInterest }}%</span>
</div>
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Period' | translate }}</span>
<span class="preview-value">{{ closurePenalInterestOnTypeLabel }}</span>
</div>
}
</div>
</div>
</div>
@if (!hideButtons) {
<div class="layout-row responsive-column align-center gap-2px margin-t">
<button mat-raised-button matStepperPrevious>
@@ -164,26 +164,7 @@ export class FixedDepositAccountPreviewStepComponent implements OnChanges {
/** Form submission event */
@Output() submitEvent = new EventEmitter();
/** Maturity/pre-mature-closure choices made in the Terms step -- shown here read-only. */
@Input() closureSettings: any = {};
get closureMaturityInstructionLabel(): string {
const options = this.fixedDepositsAccountProductTemplate?.maturityInstructionOptions ?? [];
const match = options.find((o: any) => o.id === this.closureSettings?.maturityInstructionId);
return match?.value ?? '—';
}
get closureTransferToSavingsLabel(): string {
const accounts = this.fixedDepositsAccountProductTemplate?.savingsAccounts ?? [];
const match = accounts.find((a: any) => a.id === this.closureSettings?.transferToSavingsId);
return match ? `(${match.accountNo}) ${match.savingsProductName}` : '—';
}
get closurePenalInterestOnTypeLabel(): string {
const options = this.fixedDepositsAccountProductTemplate?.preClosurePenalInterestOnTypeOptions ?? [];
const match = options.find((o: any) => o.id === this.closureSettings?.preClosurePenalInterestOnTypeId);
return match?.value ?? '—';
}
constructor() {}
ngOnChanges() {
if (this.fixedDepositsAccountProductTemplate) {
@@ -79,16 +79,6 @@
<!-- Action menu (kebab) -->
<div class="fd-hero__actions">
@if (!fixedDepositsAccountData.status.rejected && !fixedDepositsAccountData.status.submittedAndPendingApproval) {
<button
mat-icon-button
matTooltip="Print Certificate"
(click)="printCertificate()"
aria-label="Print certificate"
>
<fa-icon icon="print"></fa-icon>
</button>
}
<button mat-icon-button [matMenuTriggerFor]="accountMenu" aria-label="Account actions" yPosition="below">
<fa-icon icon="ellipsis-v"></fa-icon>
</button>
@@ -16,7 +16,6 @@ import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/conf
import { CalculateInterestDialogComponent } from './custom-dialogs/calculate-interest-dialog/calculate-interest-dialog.component';
import { PostInterestDialogComponent } from './custom-dialogs/post-interest-dialog/post-interest-dialog.component';
import { ToggleWithholdTaxDialogComponent } from './custom-dialogs/toggle-withhold-tax-dialog/toggle-withhold-tax-dialog.component';
import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
/** Custom Button Config. */
import { FixedDepositsButtonsConfiguration } from './fixed-deposits-buttons.config';
@@ -359,20 +358,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
});
}
/**
* Opens a printable deposit certificate for this account.
*/
printCertificate() {
this.dialog.open(DepositCertificateDialogComponent, {
width: '900px',
data: {
accountType: 'FD',
accountData: this.fixedDepositsAccountData,
clientId: this.fixedDepositsAccountData.clientId
}
});
}
/**
* Disables withhold tax for fixed deposits account
* Fixed deposits endpoint is not supported so using Savings endpoint.
@@ -33,7 +33,6 @@
<mifosx-recurring-deposits-account-details-step
[recurringDepositsAccountTemplate]="recurringDepositsAccountTemplate"
(recurringDepositsAccountProductTemplate)="setTemplate($event)"
[externalLinkedAccountId]="recurringDepositsAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
>
</mifosx-recurring-deposits-account-details-step>
@@ -112,40 +111,7 @@
</div>
</mat-tab>
<!-- Tab 4: Terms -->
<mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="file-alt" class="cra-tab__icon"></fa-icon>
Terms
</ng-template>
<div class="cra-tab-body">
@if (recurringDepositsAccountProductTemplate) {
<mifosx-recurring-deposits-account-maturity-terms-step
[recurringDepositsAccountTemplate]="recurringDepositsAccountTemplate"
[recurringDepositsAccountProductTemplate]="recurringDepositsAccountProductTemplate"
[linkedSavingsAccountId]="
recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
? recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.id
: null
"
></mifosx-recurring-deposits-account-maturity-terms-step>
}
<div class="cra-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cra-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 5: Preview -->
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cra-tab__icon"></fa-icon>
@@ -166,7 +132,6 @@
[rdDaysInYear]="rdDaysInYear"
[rdAppliedRate]="rdAppliedRate"
[rdIsSeniorCitizen]="rdIsSeniorCitizen"
[closureSettings]="recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}"
[hideButtons]="true"
(submitEvent)="submit()"
>
@@ -24,7 +24,6 @@ import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { RecurringDepositsAccountCurrencyStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-currency-step/recurring-deposits-account-currency-step.component';
import { RecurringDepositsAccountInterestRateChartStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-interest-rate-chart-step/recurring-deposits-account-interest-rate-chart-step.component';
import { RecurringDepositsAccountPreviewStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component';
import { RecurringDepositsAccountMaturityTermsStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -41,7 +40,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
RecurringDepositsAccountDetailsStepComponent,
RecurringDepositsAccountCurrencyStepComponent,
RecurringDepositsAccountInterestRateChartStepComponent,
RecurringDepositsAccountMaturityTermsStepComponent,
RecurringDepositsAccountPreviewStepComponent
]
})
@@ -63,12 +61,6 @@ export class CreateRecurringDepositsAccountComponent {
@ViewChild(RecurringDepositsAccountInterestRateChartStepComponent)
recurringDepositsAccountChartStep: RecurringDepositsAccountInterestRateChartStepComponent;
@ViewChild(RecurringDepositsAccountPreviewStepComponent)
recurringDepositsAccountPreviewStep: RecurringDepositsAccountPreviewStepComponent;
@ViewChild(RecurringDepositsAccountMaturityTermsStepComponent)
recurringDepositsAccountMaturityTermsStep: RecurringDepositsAccountMaturityTermsStepComponent;
/** Recurring Deposits Account Template */
recurringDepositsAccountTemplate: any;
/** Recurring Deposit Account Product Template */
@@ -76,7 +68,7 @@ export class CreateRecurringDepositsAccountComponent {
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
/** Total wizard tabs — Product, Currency, Chart, Preview. */
private readonly totalTabs = 5;
private readonly totalTabs = 4;
/** Active CBS base interest rate versions */
cbsBaseRates: any[] = [];
/** Selected tenure value and frequency from calculator */
@@ -266,7 +258,6 @@ export class CreateRecurringDepositsAccountComponent {
...details,
...terms,
...settings,
...(this.recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}),
...productDefaults,
clientId: this.recurringDepositsAccountTemplate.clientId,
mandatoryRecommendedDepositAmount: pt?.minDepositAmount ?? 0,
@@ -35,7 +35,6 @@
<mifosx-recurring-deposits-account-details-step
[recurringDepositsAccountTemplate]="recurringDepositsAccountAndTemplate"
(recurringDepositsAccountProductTemplate)="setTemplate($event)"
[externalLinkedAccountId]="recurringDepositsAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
>
</mifosx-recurring-deposits-account-details-step>
@@ -116,40 +115,7 @@
</div>
</mat-tab>
<!-- Tab 4: Terms -->
<mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="file-alt" class="cra-tab__icon"></fa-icon>
Terms
</ng-template>
<div class="cra-tab-body">
@if (recurringDepositsAccountProductTemplate) {
<mifosx-recurring-deposits-account-maturity-terms-step
[recurringDepositsAccountTemplate]="recurringDepositsAccountAndTemplate"
[recurringDepositsAccountProductTemplate]="recurringDepositsAccountProductTemplate"
[linkedSavingsAccountId]="
recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
? recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.id
: null
"
></mifosx-recurring-deposits-account-maturity-terms-step>
}
<div class="cra-actions">
<button mat-stroked-button (click)="prev()">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<span class="cra-actions__spacer"></span>
<button mat-raised-button color="primary" (click)="next()">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
</mat-tab>
<!-- Tab 5: Preview -->
<!-- Tab 4: Preview -->
<mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
<ng-template mat-tab-label>
<fa-icon icon="eye" class="cra-tab__icon"></fa-icon>
@@ -170,7 +136,6 @@
[rdDaysInYear]="rdDaysInYear"
[rdAppliedRate]="rdAppliedRate"
[rdIsSeniorCitizen]="rdIsSeniorCitizen"
[closureSettings]="recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}"
[hideButtons]="true"
(submitEvent)="submit()"
>
@@ -25,7 +25,6 @@ import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { RecurringDepositsAccountCurrencyStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-currency-step/recurring-deposits-account-currency-step.component';
import { RecurringDepositsAccountInterestRateChartStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-interest-rate-chart-step/recurring-deposits-account-interest-rate-chart-step.component';
import { RecurringDepositsAccountPreviewStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component';
import { RecurringDepositsAccountMaturityTermsStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -42,7 +41,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
RecurringDepositsAccountDetailsStepComponent,
RecurringDepositsAccountCurrencyStepComponent,
RecurringDepositsAccountInterestRateChartStepComponent,
RecurringDepositsAccountMaturityTermsStepComponent,
RecurringDepositsAccountPreviewStepComponent
]
})
@@ -65,19 +63,13 @@ export class EditRecurringDepositAccountComponent {
@ViewChild(RecurringDepositsAccountInterestRateChartStepComponent)
recurringDepositsAccountChartStep: RecurringDepositsAccountInterestRateChartStepComponent;
@ViewChild(RecurringDepositsAccountPreviewStepComponent)
recurringDepositsAccountPreviewStep: RecurringDepositsAccountPreviewStepComponent;
@ViewChild(RecurringDepositsAccountMaturityTermsStepComponent)
recurringDepositsAccountMaturityTermsStep: RecurringDepositsAccountMaturityTermsStepComponent;
/** Full account data + template from resolver */
recurringDepositsAccountAndTemplate: any;
/** Product template emitted by details step */
recurringDepositsAccountProductTemplate: any;
/** Currently visible wizard tab (0-indexed). */
selectedTabIndex = 0;
private readonly totalTabs = 5;
private readonly totalTabs = 4;
/** Active CBS base interest rate versions */
cbsBaseRates: any[] = [];
/** Selected tenure value and frequency from calculator */
@@ -285,7 +277,6 @@ export class EditRecurringDepositAccountComponent {
...details,
...terms,
...settings,
...(this.recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}),
...productDefaults,
clientId: this.recurringDepositsAccountAndTemplate.clientId,
mandatoryRecommendedDepositAmount: pt?.minDepositAmount ?? 0,
@@ -7,17 +7,7 @@
*/
/** Angular Imports */
import {
Component,
OnInit,
OnChanges,
SimpleChanges,
Input,
Output,
EventEmitter,
inject,
ChangeDetectorRef
} from '@angular/core';
import { Component, OnInit, Input, Output, EventEmitter, inject, ChangeDetectorRef } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, Validators, FormsModule } from '@angular/forms';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
@@ -53,7 +43,7 @@ import { IntroducerSearchComponent } from 'app/shared/introducer-search/introduc
IntroducerSearchComponent
]
})
export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnChanges {
export class RecurringDepositsAccountDetailsStepComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private recurringDepositsService = inject(RecurringDepositsService);
private settingsService = inject(SettingsService);
@@ -66,10 +56,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
/** Recurring Deposits Account Template */
@Input() recurringDepositsAccountTemplate: any;
/** Linked-account id picked elsewhere in the wizard (e.g. the Terms step's Transfer to Savings
* account) -- pre-fills this card so the officer doesn't have to pick the same account twice. */
@Input() externalLinkedAccountId: number | null = null;
/** Minimum date allowed. */
minDate = new Date(2000, 0, 1);
/** Maximum date allowed. */
@@ -212,23 +198,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
this.dalSearch = '';
}
ngOnChanges(changes: SimpleChanges): void {
if (!changes.externalLinkedAccountId || this.selectedLinkedAccount) {
return;
}
const id = this.externalLinkedAccountId;
if (!id) return;
const savings = this.dalAllSavings.find((a: any) => a.id === id);
const current = this.dalAllCurrent.find((a: any) => a.id === id);
if (savings) {
this.dalSelectedType = 'SAVINGS';
this.selectedLinkedAccount = savings;
} else if (current) {
this.dalSelectedType = 'CURRENT';
this.selectedLinkedAccount = current;
}
}
private loadClientAccounts(): void {
const clientId = String(this.recurringDepositsAccountTemplate?.clientId);
if (!clientId) return;
@@ -1,108 +0,0 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<form [formGroup]="closureSettingsForm" class="layout-row-wrap gap-2px responsive-column">
<h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Maturity Instructions' | translate }}</mat-label>
<mat-select formControlName="maturityInstructionId">
@for (maturityInstruction of maturityInstructionOptions; track maturityInstruction) {
<mat-option [value]="maturityInstruction.id">
{{ maturityInstruction.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
@if (closureSettingsForm.contains('transferToSavingsId')) {
<div class="dal-card flex-98">
<div class="dal-card__header">
<div class="dal-card__header-left">
<div class="dal-card__icon">
<mat-icon>savings</mat-icon>
</div>
<div>
<h3 class="dal-card__title">{{ 'labels.inputs.Transfer to savings account' | translate }}</h3>
<span class="dal-card__sub">Maturity proceeds will be credited to this account</span>
</div>
</div>
</div>
<div class="dal-card__body">
@if (selectedTransferAccount) {
<div class="dal-selected">
<div class="dal-selected__info">
<span class="dal-type-badge dal-type-badge--savings">
<mat-icon>savings</mat-icon>
Savings
</span>
<div class="dal-selected__details">
<span class="dal-selected__accno">{{ selectedTransferAccount.accountNo }}</span>
<span class="dal-selected__product">{{ selectedTransferAccount.savingsProductName }}</span>
</div>
@if (selectedTransferAccount.summary?.accountBalance != null) {
<div class="dal-selected__balance">
<span class="dal-selected__bal-label">Balance</span>
<span class="dal-selected__bal-amount">
{{ selectedTransferAccount.currency?.code }}
{{ selectedTransferAccount.summary.accountBalance | number: '1.2-2' }}
</span>
</div>
}
</div>
<button
mat-stroked-button
color="primary"
type="button"
class="dal-change-btn"
(click)="clearTransferAccount()"
>
<mat-icon>swap_horiz</mat-icon>
Change
</button>
</div>
} @else {
<mat-form-field appearance="outline" class="flex-98">
<mat-label>{{ 'labels.inputs.Transfer to savings account' | translate }}</mat-label>
<mat-select formControlName="transferToSavingsId" required>
@for (account of savingsAccountsData; track account) {
<mat-option [value]="account.id">
({{ account.accountNo }}) {{ account.savingsProductName }}
</mat-option>
}
</mat-select>
<mat-error>Transfer to savings account is required</mat-error>
</mat-form-field>
}
</div>
</div>
}
<mat-checkbox class="flex-98 margin-v" labelPosition="before" formControlName="preClosurePenalApplicable">
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
</mat-checkbox>
@if (closureSettingsForm.value.preClosurePenalApplicable) {
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Penal Interest' | translate }} (%)</mat-label>
<input type="number" matInput formControlName="preClosurePenalInterest" min="0" step="0.01" />
</mat-form-field>
<mat-form-field class="flex-48">
<mat-label>{{ 'labels.inputs.Period' | translate }}</mat-label>
<mat-select formControlName="preClosurePenalInterestOnTypeId">
@for (preClosurePenalInterestOnType of preClosurePenalInterestOnTypeData; track preClosurePenalInterestOnType) {
<mat-option [value]="preClosurePenalInterestOnType.id">
{{ preClosurePenalInterestOnType.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
}
</form>
@@ -1,152 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
// ── Transfer-to-Savings account card (mirrors the Deposit Account Link card) ──
.dal-card {
margin-top: 16px;
border: 1px solid #e2e8f0;
border-radius: 12px;
background: #fff;
overflow: hidden;
&__header {
display: flex;
align-items: center;
gap: 14px;
padding: 16px 24px;
border-bottom: 1px solid #f1f5f9;
background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
}
&__header-left {
display: flex;
align-items: center;
gap: 14px;
}
&__icon {
width: 44px;
height: 44px;
border-radius: 10px;
background: #0ea5e9;
display: flex;
align-items: center;
justify-content: center;
color: #fff;
}
&__title {
margin: 0;
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
}
&__sub {
display: block;
font-size: 12px;
color: #64748b;
margin-top: 2px;
}
&__body {
padding: 20px 24px;
}
}
.dal-selected {
display: flex;
align-items: center;
gap: 16px;
padding: 16px 20px;
border: 2px solid #0ea5e9;
border-radius: 12px;
background: #f0f9ff;
&__info {
display: flex;
align-items: center;
gap: 14px;
flex: 1;
flex-wrap: wrap;
}
&__details {
display: flex;
flex-direction: column;
gap: 2px;
flex: 1;
}
&__accno {
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
font-family: monospace;
}
&__product {
font-size: 12px;
color: #64748b;
}
&__balance {
display: flex;
flex-direction: column;
align-items: flex-end;
gap: 2px;
}
&__bal-label {
font-size: 10px;
color: #94a3b8;
text-transform: uppercase;
letter-spacing: 0.5px;
}
&__bal-amount {
font-size: 15px;
font-weight: 700;
color: #0c4a6e;
}
}
.dal-change-btn {
white-space: nowrap;
}
.dal-type-badge {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 4px 12px;
border-radius: 999px;
font-size: 12px;
font-weight: 700;
white-space: nowrap;
background: #f1f5f9;
color: #475569;
border: 1px solid #e2e8f0;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&--savings {
background: #eff6ff;
color: #1d4ed8;
border-color: #bfdbfe;
mat-icon {
color: #2563eb;
}
}
}
@@ -1,116 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, Input, OnChanges, SimpleChanges, inject } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, UntypedFormControl, Validators } from '@angular/forms';
import { MatCheckbox } from '@angular/material/checkbox';
import { MatIcon } from '@angular/material/icon';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Recurring Deposit Account Maturity Terms Step -- what happens to this account at maturity
* (Withdraw / Transfer to Savings / Reinvest) and the pre-mature-closure penalty, decided
* per account rather than silently inherited from the product.
*/
@Component({
selector: 'mifosx-recurring-deposits-account-maturity-terms-step',
templateUrl: './recurring-deposits-account-maturity-terms-step.component.html',
styleUrls: ['./recurring-deposits-account-maturity-terms-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatCheckbox,
MatIcon
]
})
export class RecurringDepositsAccountMaturityTermsStepComponent implements OnChanges {
private formBuilder = inject(UntypedFormBuilder);
@Input() recurringDepositsAccountTemplate: any;
@Input() recurringDepositsAccountProductTemplate: any;
/** Account already linked elsewhere in the wizard (the Details step's Deposit Account Link) --
* pre-fills Transfer to Savings so the officer doesn't have to pick the same account twice. */
@Input() linkedSavingsAccountId: number | null = null;
closureSettingsForm: UntypedFormGroup;
maturityInstructionOptions: any[] = [];
savingsAccountsData: any[] = [];
preClosurePenalInterestOnTypeData: any[] = [];
constructor() {
this.closureSettingsForm = this.formBuilder.group({
maturityInstructionId: [''],
preClosurePenalApplicable: [false],
preClosurePenalInterest: [
'',
Validators.min(0)
],
preClosurePenalInterestOnTypeId: ['']
});
this.closureSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
// 200 = Transfer to Savings -- Withdraw Deposit (100) needs no target account, and both
// Reinvest options (300/400) open a brand-new RD instead, so they ignore this field too.
if (value === 200) {
this.closureSettingsForm.addControl(
'transferToSavingsId',
new UntypedFormControl(this.linkedSavingsAccountId ?? '', Validators.required)
);
} else {
this.closureSettingsForm.removeControl('transferToSavingsId');
}
});
}
ngOnChanges(changes: SimpleChanges) {
if (changes.linkedSavingsAccountId) {
const control = this.closureSettingsForm.get('transferToSavingsId');
if (control && !control.value && this.linkedSavingsAccountId) {
control.setValue(this.linkedSavingsAccountId);
}
}
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
if (template) {
// Withdraw Deposit (id 100) books the maturity proceeds out of the bank's cash/vault the moment
// the account matures, before the customer has actually collected it -- disabled everywhere.
this.maturityInstructionOptions = (template.maturityInstructionOptions ?? []).filter(
(option: any) => option.id !== 100
);
this.savingsAccountsData = template.savingsAccounts ?? [];
this.preClosurePenalInterestOnTypeData = template.preClosurePenalInterestOnTypeOptions ?? [];
if (!this.closureSettingsForm.get('preClosurePenalApplicable').dirty) {
this.closureSettingsForm.patchValue({
preClosurePenalApplicable: template.preClosurePenalApplicable ?? false,
preClosurePenalInterest: template.preClosurePenalInterest ?? '',
preClosurePenalInterestOnTypeId: template.preClosurePenalInterestOnType?.id ?? ''
});
}
}
}
/** The linked-savings account for the transfer-to-savings maturity instruction, once picked. */
get selectedTransferAccount(): any {
const id = this.closureSettingsForm.value.transferToSavingsId;
if (!id) return null;
return this.savingsAccountsData.find((account: any) => account.id === id) ?? null;
}
clearTransferAccount(): void {
this.closureSettingsForm.get('transferToSavingsId')?.setValue('');
}
/** Chosen maturity/closure settings, ready to merge into the submit payload. */
get closureSettings() {
const settings = this.closureSettingsForm.getRawValue();
for (const key in settings) {
if (settings[key] === '') {
delete settings[key];
}
}
return settings;
}
}
@@ -853,41 +853,6 @@
}
</div>
<div class="preview-section">
<div class="preview-section__header">
<i class="fas fa-flag-checkered preview-section__icon"></i>
<span class="preview-section__title">Maturity &amp; Pre-mature Closure</span>
</div>
<div class="preview-body">
<div class="preview-grid preview-grid--three">
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Maturity Instructions' | translate }}</span>
<span class="preview-value">{{ closureMaturityInstructionLabel }}</span>
</div>
@if (closureSettings?.transferToSavingsId) {
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Transfer to savings account' | translate }}</span>
<span class="preview-value">{{ closureTransferToSavingsLabel }}</span>
</div>
}
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}</span>
<span class="preview-value">{{ closureSettings?.preClosurePenalApplicable | yesNo }}</span>
</div>
@if (closureSettings?.preClosurePenalApplicable) {
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Penal Interest' | translate }} (%)</span>
<span class="preview-value">{{ closureSettings?.preClosurePenalInterest }}%</span>
</div>
<div class="preview-field">
<span class="preview-label">{{ 'labels.inputs.Period' | translate }}</span>
<span class="preview-value">{{ closurePenalInterestOnTypeLabel }}</span>
</div>
}
</div>
</div>
</div>
@if (!hideButtons) {
<div class="layout-row responsive-column align-center gap-2px margin-t">
<button mat-raised-button matStepperPrevious>
@@ -201,29 +201,7 @@ export class RecurringDepositsAccountPreviewStepComponent implements OnChanges {
/** Expand Chart Slab Index used in the view */
expandChartSlabIndex: number;
/** Maturity/pre-mature-closure choices made in the Terms step -- shown here read-only. */
@Input() closureSettings: any = {};
get closureMaturityInstructionLabel(): string {
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
const options = template?.maturityInstructionOptions ?? [];
const match = options.find((o: any) => o.id === this.closureSettings?.maturityInstructionId);
return match?.value ?? '—';
}
get closureTransferToSavingsLabel(): string {
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
const accounts = template?.savingsAccounts ?? [];
const match = accounts.find((a: any) => a.id === this.closureSettings?.transferToSavingsId);
return match ? `(${match.accountNo}) ${match.savingsProductName}` : '—';
}
get closurePenalInterestOnTypeLabel(): string {
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
const options = template?.preClosurePenalInterestOnTypeOptions ?? [];
const match = options.find((o: any) => o.id === this.closureSettings?.preClosurePenalInterestOnTypeId);
return match?.value ?? '—';
}
constructor() {}
ngOnChanges() {
const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
@@ -17,7 +17,6 @@ import {
} from '@angular/forms';
import { SettingsService } from 'app/settings/settings.service';
import { Currency } from 'app/shared/models/general.model';
import { OptionData } from 'app/shared/models/option-data.model';
import { MatCheckbox } from '@angular/material/checkbox';
import { InputAmountComponent } from '../../../../shared/input-amount/input-amount.component';
import { MatDivider } from '@angular/material/divider';
@@ -62,10 +61,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
periodFrequencyTypeData: any[] = [];
/** Preclosure Penal Interest Type on Data */
preClosurePenalInterestOnTypeData: any[] = [];
/** Options for what happens to the account at maturity */
maturityInstructionOptions: OptionData[];
/** Savings accounts eligible as a maturity-proceeds transfer target */
savingsAccountsData: any;
/** Tax Group */
taxGroup: any;
currency: Currency | null = null;
@@ -96,7 +91,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
: '',
maturityInstructions: recurringDepositsAccount.maturityInstructions ?? false,
creditMaturityProceeds: recurringDepositsAccount.creditMaturityProceeds ?? false,
maturityInstructionId: recurringDepositsAccount.maturityInstructionId ?? '',
penaltyGracePeriodMissedInstallments: recurringDepositsAccount.penaltyGracePeriodMissedInstallments ?? false,
panelRequestApplicable: recurringDepositsAccount.panelRequestApplicable ?? false,
noPenaltyNomineeHeirClosure: recurringDepositsAccount.noPenaltyNomineeHeirClosure ?? false,
@@ -188,7 +182,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
lockinPeriodFrequencyType: [''],
maturityInstructions: [false],
creditMaturityProceeds: [false],
maturityInstructionId: [''],
penaltyGracePeriodMissedInstallments: [false],
panelRequestApplicable: [false],
noPenaltyNomineeHeirClosure: [false],
@@ -224,8 +217,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
this.lockinPeriodFrequencyTypeData = recurringDepositsAccount.lockinPeriodFrequencyTypeOptions;
this.periodFrequencyTypeData = recurringDepositsAccount.periodFrequencyTypeOptions;
this.preClosurePenalInterestOnTypeData = recurringDepositsAccount.preClosurePenalInterestOnTypeOptions;
this.maturityInstructionOptions = recurringDepositsAccount.maturityInstructionOptions;
this.savingsAccountsData = recurringDepositsAccount.savingsAccounts;
}
buildDependencies() {
@@ -242,16 +233,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
this.recurringDepositAccountSettingsForm.addControl('recurringFrequencyType', new UntypedFormControl(''));
}
});
this.recurringDepositAccountSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
if (value > 100) {
this.recurringDepositAccountSettingsForm.addControl(
'transferToSavingsId',
new UntypedFormControl('', Validators.required)
);
} else {
this.recurringDepositAccountSettingsForm.removeControl('transferToSavingsId');
}
});
}
get recurringDepositAccountSettings() {
@@ -87,19 +87,6 @@
<!-- Action menu (kebab) -->
<div class="rd-hero__actions">
@if (
!recurringDepositsAccountData.status.rejected &&
!recurringDepositsAccountData.status.submittedAndPendingApproval
) {
<button
mat-icon-button
matTooltip="Print Certificate"
(click)="printCertificate()"
aria-label="Print certificate"
>
<fa-icon icon="print"></fa-icon>
</button>
}
<button mat-icon-button [matMenuTriggerFor]="accountMenu" aria-label="Account actions" yPosition="below">
<fa-icon icon="ellipsis-v"></fa-icon>
</button>
@@ -22,7 +22,6 @@ import { RecurringDepositsButtonsConfiguration } from './recurring-deposits-butt
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
import { RecurringDepositConfirmationDialogComponent } from './custom-dialogs/recurring-deposit-confirmation-dialog/recurring-deposit-confirmation-dialog.component';
import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
import { Currency } from 'app/shared/models/general.model';
import { TranslateService } from '@ngx-translate/core';
import { AccountsService } from 'app/accounts/accounts.service';
@@ -427,20 +426,6 @@ export class RecurringDepositsAccountViewComponent implements OnInit {
});
}
/**
* Opens a printable deposit certificate for this account.
*/
printCertificate() {
this.dialog.open(DepositCertificateDialogComponent, {
width: '900px',
data: {
accountType: 'RD',
accountData: this.recurringDepositsAccountData,
clientId: this.recurringDepositsAccountData.clientId
}
});
}
/**
* Disables withhold tax for recurring deposits account
* Recurring deposits endpoint is not supported so using Savings endpoint.
+20 -19
View File
@@ -31,7 +31,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'n',
route: 'navigation'
route: 'navigation',
id: 'navigation_page'
},
// Run Report - ctrl + t
{
@@ -50,17 +51,9 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'i',
route: 'checker-inbox-and-tasks/checker-inbox'
route: 'checker-inbox-and-tasks/checker-inbox',
id: 'checker_inbox'
},
// Collection Sheet- ctrl + alt + o
// {
// title: 'Collection Sheet',
// ctrlKey: true,
// shiftKey: false,
// altKey: true,
// key: 'o',
// route: ''
// },
// Create Client - ctrl + c
{
title: 'Create Client',
@@ -68,7 +61,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: true,
key: 'c',
route: 'clients/create'
route: 'clients/create',
id: 'create_client'
},
// Create Group - ctrl + g
{
@@ -77,7 +71,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'g',
route: 'groups/create'
route: 'groups/create',
id: 'create_group'
},
// Create Center - ctrl + q
{
@@ -86,7 +81,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'q',
route: 'centers/create'
route: 'centers/create',
id: 'create_center'
},
// Frequent Posting - ctrl + f
{
@@ -95,7 +91,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'f',
route: 'accounting/journal-entries/frequent-postings'
route: 'accounting/journal-entries/frequent-postings',
id: 'frequent_posting'
},
// Closure Entries - ctrl + e
{
@@ -104,7 +101,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'e',
route: 'accounting/closing-entries'
route: 'accounting/closing-entries',
id: 'closure_entries'
},
// Journal Entry - ctrl + j
{
@@ -113,7 +111,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'j',
route: 'accounting/journal-entries/create'
route: 'accounting/journal-entries/create',
id: 'journal_entry'
},
// Reports - ctrl + r
{
@@ -122,7 +121,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: false,
key: 'r',
route: 'reports'
route: 'reports',
id: 'reports_page'
},
// Accounting - ctrl + a
{
@@ -131,7 +131,8 @@ export class KeyboardShortcutsConfiguration {
shiftKey: false,
altKey: true,
key: 'a',
route: 'accounting'
route: 'accounting',
id: 'accounting_page'
},
// Save/Submit Forms - ctrl + s
{
+4
View File
@@ -59,6 +59,10 @@ export class DateFormatPipe implements PipeTransform, OnDestroy {
if (Array.isArray(value)) {
// Backend sometimes returns [yyyy, MM, dd]
dateVal = moment(value.join('-'), 'YYYY-MM-DD');
} else if (typeof value === 'number' && value < 1e12) {
// Unix timestamp in seconds (e.g. /makercheckers madeOnDate).
// moment(seconds) would treat it as milliseconds → 1970; use moment.unix() instead.
dateVal = moment.unix(value);
} else {
dateVal = moment(value);
}
@@ -20,6 +20,7 @@ import { Router, ActivatedRoute, RouterLink } from '@angular/router';
/** Custom Services */
import { ProductsService } from '../../products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Dates } from 'app/core/utils/dates';
import { minNumberValueValidator } from 'app/shared/validators/min-number-value.validator';
import { maxNumberValueValidator } from 'app/shared/validators/max-number-value.validator';
@@ -45,6 +46,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateChargeComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private route = inject(ActivatedRoute);
private router = inject(Router);
private dateUtils = inject(Dates);
@@ -352,8 +354,16 @@ export class CreateChargeComponent implements OnInit {
if (!data.maxCap) {
delete data.maxCap;
}
this.productsService.createCharge(data).subscribe((response: any) => {
this.router.navigate(['../'], { relativeTo: this.route });
this.productsService.createCharge(data).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Charge submitted successfully for approval.'
});
}
this.router.navigate(['../'], { relativeTo: this.route });
}
});
}
}
@@ -14,6 +14,7 @@ import { ActivatedRoute, Router, RouterLink } from '@angular/router';
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { maxNumberValueValidator } from 'app/shared/validators/max-number-value.validator';
import { minNumberValueValidator } from 'app/shared/validators/min-number-value.validator';
import { ValidateOnFocusDirective } from '../../../directives/validate-on-focus.directive';
@@ -37,6 +38,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
})
export class EditChargeComponent implements OnInit {
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private formBuilder = inject(UntypedFormBuilder);
private route = inject(ActivatedRoute);
private router = inject(Router);
@@ -222,8 +224,16 @@ export class EditChargeComponent implements OnInit {
if (!charges.maxCap) {
delete charges.maxCap;
}
this.productsService.updateCharge(this.chargeData.id.toString(), charges).subscribe((response: any) => {
this.router.navigate(['../'], { relativeTo: this.route });
this.productsService.updateCharge(this.chargeData.id.toString(), charges).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Charge update submitted successfully for approval.'
});
}
this.router.navigate(['../'], { relativeTo: this.route });
}
});
}
}
@@ -18,6 +18,7 @@ import { CurrentProductAccountingStepComponent } from '../current-product-steppe
import { CurrentProductPreviewStepComponent } from '../current-product-stepper/current-product-preview-step/current-product-preview-step.component';
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Accounting } from 'app/core/utils/accounting';
import { MatTabsModule } from '@angular/material/tabs';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -42,6 +43,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateCurrentProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
@@ -144,14 +146,24 @@ export class CreateCurrentProductComponent {
submit() {
const currentProduct = this.prepareCurrentProductPayload();
console.log('Current product submit payload:', currentProduct);
this.productsService.createCurrentProduct(currentProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createCurrentProduct(currentProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Current product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
}
@@ -35,7 +35,7 @@
<p class="empty-text">No slabs defined. Click "Add Slab" to begin.</p>
} @else {
<form [formGroup]="forms[fdType]">
<table mat-table [dataSource]="slabs(fdType).controls" class="slabs-table">
<table mat-table [dataSource]="slabsDataSources[fdType]" class="slabs-table">
<ng-container matColumnDef="srNo">
<th mat-header-cell *matHeaderCellDef>#</th>
<td mat-cell *matCellDef="let row">{{ row.get('srNo').value }}</td>
@@ -139,12 +139,25 @@
</mat-form-field>
</form>
@if (getSlabValidationErrors(fdType).length > 0) {
<div class="validation-errors-box">
<mat-icon color="warn">error_outline</mat-icon>
<div class="error-list">
@for (err of getSlabValidationErrors(fdType); track err) {
<p class="error-item">{{ err }}</p>
}
</div>
</div>
}
<div class="actions-row">
<button
type="button"
mat-raised-button
color="primary"
[disabled]="forms[fdType].invalid || slabs(fdType).length === 0"
[disabled]="
forms[fdType].invalid || slabs(fdType).length === 0 || getSlabValidationErrors(fdType).length > 0
"
(click)="openPreview(fdType)"
>
Preview & Save
@@ -78,6 +78,30 @@
min-width: 200px;
}
/* ── Validation Errors ── */
.validation-errors-box {
display: flex;
align-items: flex-start;
gap: 0.75rem;
padding: 0.75rem 1rem;
background: #fef2f2;
border: 1px solid #fecaca;
border-radius: 6px;
color: #b91c1c;
font-size: 0.875rem;
margin-bottom: 0.5rem;
.error-list {
display: flex;
flex-direction: column;
gap: 0.25rem;
}
.error-item {
margin: 0;
}
}
/* ── Actions ── */
.actions-row {
display: flex;
@@ -7,13 +7,14 @@
*/
import { Component, OnInit, inject } from '@angular/core';
import { FormArray, FormBuilder, FormGroup, Validators } from '@angular/forms';
import { AbstractControl, FormArray, FormBuilder, FormGroup, Validators } from '@angular/forms';
import { DecimalPipe } from '@angular/common';
import { MatTabsModule } from '@angular/material/tabs';
import { MatIconButton } from '@angular/material/button';
import { MatExpansionModule } from '@angular/material/expansion';
import {
MatTable,
MatTableDataSource,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
@@ -26,6 +27,7 @@ import {
} from '@angular/material/table';
import { MatIconModule } from '@angular/material/icon';
import { ProductsService } from 'app/products/products.service';
import { AlertService } from 'app/core/alert/alert.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@Component({
@@ -54,6 +56,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class BaseFdInterestRateChartComponent implements OnInit {
private fb = inject(FormBuilder);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
readonly fdTypes = [
'SINGLE',
@@ -87,6 +90,7 @@ export class BaseFdInterestRateChartComponent implements OnInit {
];
forms: Record<string, FormGroup> = {};
slabsDataSources: Record<string, MatTableDataSource<AbstractControl>> = {};
activeRates: Record<string, any> = {};
historyRates: any[] = [];
@@ -98,6 +102,7 @@ export class BaseFdInterestRateChartComponent implements OnInit {
ngOnInit(): void {
this.fdTypes.forEach((type) => {
this.forms[type] = this.buildForm();
this.slabsDataSources[type] = new MatTableDataSource<AbstractControl>([]);
this.isSaving[type] = false;
this.saveMessage[type] = '';
this.showPreview[type] = false;
@@ -111,15 +116,140 @@ export class BaseFdInterestRateChartComponent implements OnInit {
addSlab(fdType: string): void {
const arr = this.slabs(fdType);
arr.push(this.buildSlabRow({ srNo: arr.length + 1 }));
let nextFrom = 1;
let periodType = this.getDefaultPeriodType(fdType);
if (arr.length > 0) {
const lastSlab = arr.at(arr.length - 1).value;
periodType = lastSlab.periodTypeEnum ?? periodType;
if (lastSlab.toPeriod != null && lastSlab.toPeriod >= 0) {
nextFrom = Number(lastSlab.toPeriod) + 1;
} else if (lastSlab.fromPeriod != null && lastSlab.fromPeriod >= 0) {
nextFrom = Number(lastSlab.fromPeriod) + 1;
}
}
const desc = this.generateSlabDescription(nextFrom, null, periodType);
arr.push(
this.buildSlabRow({
srNo: arr.length + 1,
description: desc,
periodTypeEnum: periodType,
fromPeriod: nextFrom,
toPeriod: null,
annualInterestRate: 0,
seniorCitizenRate: 0
})
);
this.slabsDataSources[fdType].data = [...arr.controls];
}
removeSlab(fdType: string, index: number): void {
this.slabs(fdType).removeAt(index);
this.slabs(fdType).controls.forEach((c, i) => c.patchValue({ srNo: i + 1 }));
this.slabsDataSources[fdType].data = [...this.slabs(fdType).controls];
}
getDefaultPeriodType(fdType: string): number {
switch (fdType) {
case 'SINGLE':
return 0; // Days
case 'DOUBLE':
return 3; // Years
case 'SPECIAL':
return 2; // Months
default:
return 0;
}
}
generateSlabDescription(from: number, to: number | null, periodTypeEnum: number): string {
const unit = this.getPeriodLabel(periodTypeEnum);
if (to == null) {
return `${from}+ ${unit}`;
}
return `${from} to ${to} ${unit}`;
}
getSlabValidationErrors(fdType: string): string[] {
const errors: string[] = [];
const arr = this.slabs(fdType);
if (!arr || arr.length === 0) {
return errors;
}
const slabs = arr.controls.map((c) => c.value);
const expectedPeriodType = slabs[0].periodTypeEnum;
let expectedFrom = 1;
for (let i = 0; i < slabs.length; i++) {
const s = slabs[i];
const slabNum = i + 1;
if (s.periodTypeEnum !== expectedPeriodType) {
errors.push(`Slab #${slabNum}: Period type must be consistent across all slabs.`);
}
if (s.fromPeriod == null || s.fromPeriod < 0) {
errors.push(`Slab #${slabNum}: 'From' period must be a non-negative number.`);
} else if (s.fromPeriod !== expectedFrom) {
if (i === 0) {
errors.push(`Slab #${slabNum}: First slab must start from 1 (found: ${s.fromPeriod}).`);
} else if (s.fromPeriod < expectedFrom) {
errors.push(
`Slab #${slabNum}: Range overlaps with previous slab (expected start: ${expectedFrom}, found: ${s.fromPeriod}).`
);
} else {
errors.push(
`Slab #${slabNum}: Gap detected in range (expected start: ${expectedFrom}, found: ${s.fromPeriod}).`
);
}
}
if (i < slabs.length - 1) {
// Non-final slab
if (s.toPeriod == null) {
errors.push(`Slab #${slabNum}: 'To' period is required for non-final slabs.`);
} else {
if (s.toPeriod < 0) {
errors.push(`Slab #${slabNum}: 'To' period must be non-negative.`);
}
if (s.fromPeriod != null && s.toPeriod < s.fromPeriod) {
errors.push(
`Slab #${slabNum}: 'From' period (${s.fromPeriod}) cannot be greater than 'To' period (${s.toPeriod}).`
);
}
expectedFrom = Number(s.toPeriod) + 1;
}
} else {
// Final slab
if (s.toPeriod != null) {
if (s.toPeriod < 0) {
errors.push(`Slab #${slabNum}: 'To' period must be non-negative.`);
}
if (s.fromPeriod != null && s.toPeriod < s.fromPeriod) {
errors.push(
`Slab #${slabNum}: 'From' period (${s.fromPeriod}) cannot be greater than 'To' period (${s.toPeriod}).`
);
}
}
}
if (s.annualInterestRate == null || s.annualInterestRate < 0) {
errors.push(`Slab #${slabNum}: Annual Interest Rate cannot be negative.`);
}
if (s.seniorCitizenRate != null && s.seniorCitizenRate < 0) {
errors.push(`Slab #${slabNum}: Senior Citizen Rate cannot be negative.`);
}
}
return errors;
}
openPreview(fdType: string): void {
if (this.getSlabValidationErrors(fdType).length > 0) {
return;
}
this.showPreview[fdType] = true;
this.saveMessage[fdType] = '';
}
@@ -129,13 +259,24 @@ export class BaseFdInterestRateChartComponent implements OnInit {
}
confirmSave(fdType: string): void {
if (this.isSaving[fdType]) {
return;
}
this.isSaving[fdType] = true;
const { versionLabel, remarks, slabs } = this.forms[fdType].value;
this.productsService.saveFdBaseInterestRates({ fdType, versionLabel, remarks, slabs }).subscribe({
next: () => {
this.saveMessage[fdType] = 'New version activated. Previous version deactivated.';
this.showPreview[fdType] = false;
next: (response: any) => {
this.isSaving[fdType] = false;
this.showPreview[fdType] = false;
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Base interest rate configuration submitted successfully for approval.'
});
this.saveMessage[fdType] = 'Base interest rate configuration submitted successfully for approval.';
} else {
this.saveMessage[fdType] = 'New version activated. Previous version deactivated.';
}
this.loadAll();
},
error: () => {
@@ -171,6 +312,7 @@ export class BaseFdInterestRateChartComponent implements OnInit {
const arr = this.slabs(type);
arr.clear();
(active?.slabs ?? []).forEach((s: any) => arr.push(this.buildSlabRow(s)));
this.slabsDataSources[type].data = [...arr.controls];
this.forms[type].patchValue({ versionLabel: '', remarks: '' });
},
error: () => {
@@ -33,6 +33,7 @@ import {
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Dates } from 'app/core/utils/dates';
import { Accounting } from 'app/core/utils/accounting';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
@@ -70,6 +71,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateFixedDepositProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
@@ -265,14 +267,24 @@ export class CreateFixedDepositProductComponent {
locale: this.settingsService.language.code
});
delete fixedDepositProduct.advancedAccountingRules;
this.productsService.createFixedDepositProduct(fixedDepositProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createFixedDepositProduct(fixedDepositProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Fixed deposit product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
}
@@ -21,6 +21,7 @@ import { FixedDepositProductAccountingStepComponent } from '../fixed-deposit-pro
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { MatTabsModule } from '@angular/material/tabs';
import {
MatTable,
@@ -70,6 +71,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class EditFixedDepositProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
@@ -280,8 +282,14 @@ export class EditFixedDepositProductComponent {
delete fixedDepositProduct.advancedAccountingRules;
this.productsService
.updateFixedDepositProduct(this.fixedDepositProductsTemplate.id, fixedDepositProduct)
.subscribe((response: any) => {
this.router.navigate(['../'], { relativeTo: this.route });
.subscribe({
next: () => {
this.alertService.alert({
type: 'Success',
message: 'Fixed deposit product update submitted successfully for Checker approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
}
});
}
@@ -21,33 +21,6 @@
<mat-checkbox formControlName="lienMarked">Lien Marked</mat-checkbox>
<mat-checkbox formControlName="withdrawalFeeForTransfers">Apply Withdrawal Fee for Transfers</mat-checkbox>
</div>
<mat-checkbox class="fdps-preclosure-toggle" formControlName="preClosurePenalApplicable">
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
</mat-checkbox>
@if (fixedDepositProductSettingsForm.value.preClosurePenalApplicable) {
<div class="fdps-lockin-fields">
<mat-form-field appearance="outline" class="fdps-field">
<mat-label>{{ 'labels.inputs.Penal Interest' | translate }} (%)</mat-label>
<input type="number" matInput formControlName="preClosurePenalInterest" min="0" step="0.01" />
</mat-form-field>
<mat-form-field appearance="outline" class="fdps-field">
<mat-label>{{ 'labels.inputs.Period' | translate }}</mat-label>
<mat-select formControlName="preClosurePenalInterestOnTypeId">
@for (
preClosurePenalInterestOnType of preClosurePenalInterestOnTypeData;
track preClosurePenalInterestOnType
) {
<mat-option [value]="preClosurePenalInterestOnType.id">
{{ preClosurePenalInterestOnType.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
</div>
}
</div>
</div>
@@ -130,15 +130,6 @@ $gray-900: #202124;
}
}
.fdps-preclosure-toggle {
display: block;
margin: 4px 0 16px;
padding-bottom: 16px;
border-bottom: 1px solid $gray-200;
font-size: 14px;
color: $gray-900;
}
.fdps-layout {
display: grid;
gap: 16px;
@@ -30,7 +30,6 @@ export class FixedDepositProductSettingsStepComponent implements OnInit {
fixedDepositProductSettingsForm: UntypedFormGroup;
lockinPeriodFrequencyTypeData: any;
preClosurePenalInterestOnTypeData: any;
constructor() {
this.createFixedDepositProductSettingsForm();
@@ -38,7 +37,6 @@ export class FixedDepositProductSettingsStepComponent implements OnInit {
ngOnInit() {
this.lockinPeriodFrequencyTypeData = this.fixedDepositProductsTemplate.lockinPeriodFrequencyTypeOptions;
this.preClosurePenalInterestOnTypeData = this.fixedDepositProductsTemplate.preClosurePenalInterestOnTypeOptions;
if (this.fixedDepositProductsTemplate?.id) {
this.fixedDepositProductSettingsForm.patchValue({
@@ -50,9 +48,6 @@ export class FixedDepositProductSettingsStepComponent implements OnInit {
enableLockinPeriod: this.fixedDepositProductsTemplate.enableLockinPeriod ?? false,
lockinPeriodFrequency: this.fixedDepositProductsTemplate.lockinPeriodFrequency ?? '',
lockinPeriodFrequencyType: this.fixedDepositProductsTemplate.lockinPeriodFrequencyType?.id ?? '',
preClosurePenalApplicable: this.fixedDepositProductsTemplate.preClosurePenalApplicable ?? false,
preClosurePenalInterest: this.fixedDepositProductsTemplate.preClosurePenalInterest ?? '',
preClosurePenalInterestOnTypeId: this.fixedDepositProductsTemplate.preClosurePenalInterestOnType?.id ?? '',
maturityInstructions: this.fixedDepositProductsTemplate.maturityInstructions ?? false,
creditMaturityProceeds: this.fixedDepositProductsTemplate.creditMaturityProceeds ?? false,
penaltyGracePeriodMissedInstallments:
@@ -81,12 +76,6 @@ export class FixedDepositProductSettingsStepComponent implements OnInit {
Validators.min(0)
],
lockinPeriodFrequencyType: [''],
preClosurePenalApplicable: [false],
preClosurePenalInterest: [
'',
Validators.min(0)
],
preClosurePenalInterestOnTypeId: [''],
maturityInstructions: [false],
creditMaturityProceeds: [false],
penaltyGracePeriodMissedInstallments: [false],
@@ -33,9 +33,6 @@
<span class="flex-60">{{ loanProduct.description }}</span>
</div>
}
<ng-container
*ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.details }"
></ng-container>
<h3 class="mat-h3 flex-fill">{{ 'labels.inputs.Currency' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
@@ -301,10 +298,6 @@
<span class="flex-60">{{ loanProduct.minimumDaysBetweenDisbursalAndFirstRepayment | formatNumber }}</span>
</div>
}
<ng-container
*ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.terms }"
></ng-container>
<ng-container *ngTemplateOutlet="legacyInterestRateDetail"></ng-container>
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Settings' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
@if (loanProduct.amortizationType?.value) {
@@ -748,9 +741,6 @@
</div>
</div>
}
<ng-container
*ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.settings }"
></ng-container>
@if (loanProduct.charges.length) {
<div class="flex-fill layout-row-wrap responsive-column">
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Charges' | translate }}</h3>
@@ -823,9 +813,6 @@
</table>
</div>
}
<ng-container
*ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.charges }"
></ng-container>
@if (isAdvancedPaymentAllocation) {
<div class="flex-100 layout-row-wrap responsive-column">
<h3 class="mat-h3 flex-100">{{ 'labels.inputs.Income capitalization' | translate }}</h3>
@@ -1284,73 +1271,5 @@
</div>
</div>
}
<ng-container
*ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.accounting }"
></ng-container>
</div>
}
<!--
Legacy "Account Type Creation" tables. Rendered once here and pulled into each tab's own summary
above via ngTemplateOutlet, so a section sits with the tab it was entered on rather than in a
separate pile at the end of the preview.
-->
<ng-template #legacySections let-sections="sections">
@for (section of sections; track section.title) {
<div class="flex-100 layout-row-wrap responsive-column custom-field-section">
<h4 class="mat-h4 flex-100">{{ section.title }}</h4>
<table class="mat-elevation-z1 flex-100" mat-table [dataSource]="section.rows">
<ng-container matColumnDef="label">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Field' | translate }}</th>
<td mat-cell *matCellDef="let row">{{ row.label }}</td>
</ng-container>
<ng-container matColumnDef="value">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Value' | translate }}</th>
<td mat-cell *matCellDef="let row">
@switch (row.kind) {
@case ('yesNo') {
{{ row.yesNo | yesNo }}
}
@case ('date') {
{{ row.date | dateFormat }}
}
@case ('number') {
{{ row.number | formatNumber }}
}
@default {
{{ row.text }}
}
}
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="customFieldDisplayedColumns"></tr>
<tr mat-row *matRowDef="let row; columns: customFieldDisplayedColumns"></tr>
</table>
</div>
}
</ng-template>
<!-- The legacy Interest Rate Detail grid, shown under Terms since that is where it is filled in. -->
<ng-template #legacyInterestRateDetail>
@if (interestRateDetailRows.length > 0) {
<div class="flex-100 layout-row-wrap responsive-column">
<h4 class="mat-h4 flex-100">{{ 'labels.heading.Interest Rate Detail' | translate }}</h4>
<table class="mat-elevation-z1 flex-100" mat-table [dataSource]="interestRateDetailRows">
@for (column of interestRateDetailColumns; track column.key) {
<ng-container [matColumnDef]="column.key">
<th mat-header-cell *matHeaderCellDef>{{ column.label }}</th>
<td mat-cell *matCellDef="let row">
@if (column.key === 'calculation') {
{{ row.calculation | yesNo }}
} @else {
{{ row[column.key] }}
}
</td>
</ng-container>
}
<tr mat-header-row *matHeaderRowDef="interestRateDetailDisplayedColumns"></tr>
<tr mat-row *matRowDef="let row; columns: interestRateDetailDisplayedColumns"></tr>
</table>
</div>
}
</ng-template>
@@ -56,13 +56,3 @@ mat-divider {
.repayment-strategy {
color: $status-approved;
}
// Legacy "Account Type Creation" sections. Each is a two-column field/value table, and the widest
// of them (Interest Related Parameters) is long, so the label column is pinned to keep the value
// column from drifting between one section and the next.
.custom-field-section {
th:first-of-type,
td:first-of-type {
width: 45%;
}
}
@@ -26,15 +26,6 @@ import {
PaymentAllocation
} from '../../loan-product-stepper/loan-product-payment-strategy-step/payment-allocation-model';
import { LoanProducts } from '../../loan-products';
import {
CUSTOM_FIELD_LABELS,
CUSTOM_FIELD_SECTIONS,
CUSTOM_GL_ACCOUNT_FIELDS,
CustomFieldStep,
CustomGlAccountKind,
INTEREST_RATE_DETAIL_COLUMNS,
isCustomSectionApplicable
} from '../../loan-product-custom-fields';
import { CodeName, OptionData, StringEnumOptionData } from '../../../../shared/models/option-data.model';
import { Accounting } from 'app/core/utils/accounting';
import { DecimalPipe } from '@angular/common';
@@ -60,38 +51,6 @@ import { FormatNumberPipe } from '../../../../pipes/format-number.pipe';
import { YesnoPipe } from '../../../../pipes/yesno.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* One legacy field, ready to render. `kind` picks which pipe the template applies, so formatting
* (translation, dates, numbers) stays in the template rather than being baked into a string here.
*/
export interface CustomFieldRow {
label: string;
kind: 'text' | 'yesNo' | 'date' | 'number';
text?: string;
yesNo?: boolean;
date?: Date;
number?: number;
}
export interface CustomFieldSectionView {
title: string;
rows: CustomFieldRow[];
}
/** Legacy sections keyed by the tab they belong under, so each renders inside that tab's summary. */
export type CustomFieldSectionsByStep = Record<CustomFieldStep, CustomFieldSectionView[]>;
/** A row of the legacy Interest Rate Detail grid. */
export interface InterestRateDetailRow {
interestType: string;
calculation: boolean;
normalMinRate: number | null;
normalMaxRate: number | null;
specialMinRate: number | null;
specialMaxRate: number | null;
period: string;
}
@Component({
selector: 'mifosx-loan-product-summary',
templateUrl: './loan-product-summary.component.html',
@@ -154,12 +113,6 @@ export class LoanProductSummaryComponent implements OnInit, OnChanges {
'chargeOffReasonCodeValueId',
'expenseAccountId'
];
customFieldDisplayedColumns: string[] = [
'label',
'value'
];
readonly interestRateDetailColumns = INTEREST_RATE_DETAIL_COLUMNS;
readonly interestRateDetailDisplayedColumns: string[] = INTEREST_RATE_DETAIL_COLUMNS.map((column) => column.key);
accountingRuleData: string[] = [];
isAdvancedPaymentAllocation = false;
@@ -175,15 +128,6 @@ export class LoanProductSummaryComponent implements OnInit, OnChanges {
capitalizedIncomeClassificationToIncomeAccountMappings: ClassificationToIncomeAccountMapping[] = [];
writeOffReasonsToExpenseMappings: ChargeOffReasonToExpenseAccountMapping[] = [];
/** Legacy "Account Type Creation" sections, keyed by the tab each belongs under. */
customFieldSectionsByStep: CustomFieldSectionsByStep = LoanProductSummaryComponent.emptySectionsByStep();
/** The legacy Interest Rate Detail grid, shown as its own table since its value is a row array. */
interestRateDetailRows: InterestRateDetailRow[] = [];
private static emptySectionsByStep(): CustomFieldSectionsByStep {
return { details: [], settings: [], terms: [], charges: [], accounting: [] };
}
ngOnInit() {
this.accountingRuleData = this.accounting.getAccountingRulesForLoans();
this.setCurrentValues();
@@ -574,8 +518,6 @@ export class LoanProductSummaryComponent implements OnInit, OnChanges {
this.loanProductsTemplate.advancedPaymentAllocationFutureInstallmentAllocationRules
};
}
this.setCustomFieldValues();
}
optionDataLookUp(itemId: any, optionsData: any[]): OptionData {
@@ -716,119 +658,4 @@ export class LoanProductSummaryComponent implements OnInit, OnChanges {
mapHumanReadableValueStringEnumOptionDataList(incomingParameter: StringEnumOptionData[]): string[] {
return incomingParameter.map((v) => v.value);
}
/**
* Builds the legacy "Account Type Creation" tables, which only exist on the create/edit forms
* (see CUSTOM_FIELD_SECTIONS) — reviewed here because `LoanProducts.buildPayload()` drops them
* from the submit payload before it reaches Fineract.
*
* Sections are keyed by their originating tab so each renders inside that tab's own summary. A
* "Cheque Book Settings" table is only reviewable next to the rest of Settings; collected into
* one block at the bottom, it reads as an unrelated pile.
*
* Only genuinely unset values are hidden. A field the officer deliberately set to No or
* false is part of the configuration being reviewed, so it is shown like any other answer.
*/
private setCustomFieldValues(): void {
this.customFieldSectionsByStep = LoanProductSummaryComponent.emptySectionsByStep();
this.interestRateDetailRows = [];
if (!this.loanProduct) {
return;
}
this.interestRateDetailRows = this.buildInterestRateDetailRows((this.loanProduct as any)['interestRateDetail']);
const productSubGroup: string = (this.loanProduct as any)['productTypeSubGroup'];
for (const section of CUSTOM_FIELD_SECTIONS) {
// A section the Settings step hides for this sub-group is not part of the product's
// configuration, so listing its defaulted controls here would only invite the reader to
// review settings that do not apply -- a Gold Loan has no cheque book.
if (!isCustomSectionApplicable(section.title, productSubGroup)) {
continue;
}
const rows: CustomFieldRow[] = [];
for (const field of section.fields) {
// Rendered as its own table under the Terms summary.
if (field === 'interestRateDetail') {
continue;
}
const row = this.buildCustomFieldRow(field, (this.loanProduct as any)[field]);
if (row) {
rows.push(row);
}
}
if (rows.length > 0) {
this.customFieldSectionsByStep[section.step].push({ title: section.title, rows });
}
}
}
private buildCustomFieldRow(field: string, value: any): CustomFieldRow | null {
if (value === null || value === undefined || value === '') {
return null;
}
const label = CUSTOM_FIELD_LABELS[field] ?? field;
const glAccountKind = CUSTOM_GL_ACCOUNT_FIELDS[field];
if (glAccountKind) {
const account = this.glAccountLookUp(value, this.glAccountOptionsFor(glAccountKind));
return {
label,
kind: 'text',
// An id with no matching account means the option lists have not loaded yet, so show the
// raw id rather than a blank cell.
text: account ? '(' + account.glCode + ') ' + account.name : String(value)
};
}
if (typeof value === 'boolean') {
return { label, kind: 'yesNo', yesNo: value };
}
if (value === 'YES' || value === 'NO') {
return { label, kind: 'yesNo', yesNo: value === 'YES' };
}
// Only real Date instances go through the date pipe -- a value already formatted by a step's
// getter is left as text so it is not reformatted a second time.
if (value instanceof Date) {
return { label, kind: 'date', date: value };
}
// Numeric strings such as account or MICR codes stay text, so leading zeros survive.
if (typeof value === 'number') {
return { label, kind: 'number', number: value };
}
return { label, kind: 'text', text: String(value) };
}
/** Drops the untouched rows of the legacy Interest Rate Detail grid. */
private buildInterestRateDetailRows(value: any): InterestRateDetailRow[] {
if (!Array.isArray(value)) {
return [];
}
return value.filter((row: any) =>
this.interestRateDetailColumns.some(
(column) =>
column.key !== 'interestType' &&
row?.[column.key] !== null &&
row?.[column.key] !== undefined &&
row?.[column.key] !== '' &&
row?.[column.key] !== false
)
);
}
private glAccountOptionsFor(kind: CustomGlAccountKind): GLAccount[] {
const options = this.loanProductsTemplate?.accountingMappingOptions;
switch (kind) {
case 'asset':
return options?.assetAccountOptions || [];
case 'income':
return options?.incomeAccountOptions || [];
case 'expense':
return options?.expenseAccountOptions || [];
case 'liability':
return options?.liabilityAccountOptions || [];
}
}
}
@@ -26,7 +26,6 @@
<div class="lp-tab-content">
<mifosx-loan-product-details-step
[loanProductsTemplate]="loanProductsTemplate"
(productSubGroupChange)="setProductSubGroup($event)"
></mifosx-loan-product-details-step>
</div>
</mat-tab>
@@ -52,7 +51,6 @@
<mifosx-loan-product-settings-step
[loanProductsTemplate]="loanProductsTemplate"
[isLinkedToFloatingInterestRates]="loanProductTermsForm.get('isLinkedToFloatingInterestRates')"
[productSubGroup]="selectedProductSubGroup"
(advancePaymentStrategy)="advancePaymentStrategy($event)"
></mifosx-loan-product-settings-step>
</div>
@@ -21,6 +21,7 @@ import { LoanProductInterestRefundStepComponent } from '../loan-product-stepper/
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { AlertService } from 'app/core/alert/alert.service';
import { LoanProducts } from '../loan-products';
import {
AdvancedPaymentAllocation,
@@ -63,6 +64,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateLoanProductComponent implements OnInit {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private loanProducts = inject(LoanProducts);
private router = inject(Router);
private accounting = inject(Accounting);
@@ -88,7 +90,6 @@ export class CreateLoanProductComponent implements OnInit {
selectedTabIndex = 0;
isAdvancedPaymentStrategy = false;
selectedProductSubGroup = '';
paymentAllocation: PaymentAllocation[] = [];
creditAllocation: PaymentAllocation[] = [];
supportedInterestRefundTypes: StringEnumOptionData[] = [];
@@ -145,10 +146,6 @@ export class CreateLoanProductComponent implements OnInit {
return this.loanProductTermsStep.loanProductTermsForm;
}
setProductSubGroup(value: string) {
this.selectedProductSubGroup = value;
}
advancePaymentStrategy(value: string) {
this.isAdvancedPaymentStrategy = LoanProducts.isAdvancedPaymentAllocationStrategy(value);
if (this.isAdvancedPaymentStrategy) {
@@ -249,53 +246,6 @@ export class CreateLoanProductComponent implements OnInit {
}
get loanProductFormValid() {
// TEMP DEBUG — remove once the invalid-step diagnosis is done.
const forms: [string, any][] = [
[
'details',
this.loanProductDetailsForm
],
[
'currency',
this.loanProductCurrencyForm
],
[
'terms',
this.loanProductTermsForm
],
[
'settings',
this.loanProductSettingsForm
],
[
'accounting',
this.loanProductAccountingForm
]
];
if (this.isAdvancedPaymentStrategy) {
forms.push([
'incomeCapitalization',
this.loanIncomeCapitalizationForm
]);
}
const invalid = forms.filter(
([
,
form
]) => !form?.valid
);
if (invalid.length) {
invalid.forEach(
([
name,
form
]) => {
const invalidControls = Object.keys(form.controls || {}).filter((key) => form.get(key)?.invalid);
console.warn(`[loanProductFormValid] "${name}" form invalid. Invalid controls:`, invalidControls);
}
);
}
if (this.isAdvancedPaymentStrategy) {
return (
this.loanProductDetailsForm.valid &&
@@ -365,14 +315,24 @@ export class CreateLoanProductComponent implements OnInit {
delete loanProduct['daysInYearCustomStrategy'];
}
this.productsService.createLoanProduct(loanProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createLoanProduct(loanProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Loan product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
@@ -39,7 +39,6 @@
<mifosx-loan-product-details-step
[loanProductsTemplate]="loanProductAndTemplate"
(productSubGroupChange)="setProductSubGroup($event)"
></mifosx-loan-product-details-step>
</mat-step>
@@ -57,7 +56,6 @@
<mifosx-loan-product-settings-step
[loanProductsTemplate]="loanProductAndTemplate"
[isLinkedToFloatingInterestRates]="loanProductTermsForm.get('isLinkedToFloatingInterestRates')"
[productSubGroup]="selectedProductSubGroup"
(advancePaymentStrategy)="advancePaymentStrategy($event)"
>
</mifosx-loan-product-settings-step>
@@ -95,7 +95,6 @@ export class EditLoanProductComponent implements OnInit {
itemsByDefault: GlobalConfiguration[] = [];
isAdvancedPaymentStrategy = false;
selectedProductSubGroup = '';
wasPaymentAllocationChanged = false;
paymentAllocation: PaymentAllocation[] = [];
creditAllocation: CreditAllocation[] = [];
@@ -117,9 +116,7 @@ export class EditLoanProductComponent implements OnInit {
const loanProducts = this.loanProducts;
this.route.data.subscribe((data: { loanProductAndTemplate: any; configurations: any }) => {
// Lift the saved legacy "Account Type Creation" fields to the top level before any step reads
// them, since the backend returns them nested under `cbsExtensions`.
this.loanProductAndTemplate = loanProducts.flattenCbsExtensions(data.loanProductAndTemplate);
this.loanProductAndTemplate = data.loanProductAndTemplate;
const assetAccountData = this.loanProductAndTemplate.accountingMappingOptions.assetAccountOptions || [];
const liabilityAccountData = this.loanProductAndTemplate.accountingMappingOptions.liabilityAccountOptions || [];
this.loanProductAndTemplate.accountingMappingOptions.assetAndLiabilityAccountOptions =
@@ -221,10 +218,6 @@ export class EditLoanProductComponent implements OnInit {
this.isAdvancedPaymentStrategy = LoanProducts.isAdvancedPaymentAllocationStrategy(value);
}
setProductSubGroup(value: string): void {
this.selectedProductSubGroup = value;
}
buildAdvancedPaymentAllocation(): void {
this.advancedPaymentAllocations = this.advancedPaymentStrategy.buildAdvancedPaymentAllocationList(
this.loanProductAndTemplate
@@ -1,820 +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/.
*/
/**
* Metadata for the legacy "Account Type Creation" fields grafted onto the loan product form.
*
* These fields have no home in Fineract's loan product schema, so `LoanProducts.buildPayload()`
* strips them before submitting. They are still worth showing in full on the preview step, which is
* what this file exists for: the grouping and labels here mirror the create/edit form, so an
* officer reviews the same wording they typed against.
*
* Each section carries the `step` it was entered on, so the preview can show a section directly
* under that tab's own summary instead of collecting every legacy field into one block at the
* bottom -- reviewing "Cheque Book Settings" is only meaningful next to the rest of Settings.
*
* `CUSTOM_UI_ONLY_FIELDS` is derived from `CUSTOM_FIELD_SECTIONS` rather than kept alongside it, so
* the strip list and the preview can never disagree about which fields are custom.
*/
import { UntypedFormGroup } from '@angular/forms';
/** Which set of GL accounts a custom mapping field draws from, for resolving an id to an account. */
export type CustomGlAccountKind = 'asset' | 'income' | 'expense' | 'liability';
/** The create/edit tab a section's fields are entered on. */
export type CustomFieldStep = 'details' | 'settings' | 'terms' | 'charges' | 'accounting';
export interface CustomFieldSection {
/** Heading shown on the preview step. */
title: string;
/** Tab this section belongs under. */
step: CustomFieldStep;
fields: string[];
}
export const CUSTOM_FIELD_SECTIONS: CustomFieldSection[] = [
{
title: 'Classification & Legacy Header',
step: 'details',
fields: [
'productTypeGroup',
'productTypeSubGroup',
'debitIntCalculation',
'separatePenalInterest',
'creditIntCalculation',
'subAccountTypeBalance',
'finalIntRounding',
'roundingUpTo',
'accountTypeCode',
'micrTransactionCode',
'reservedEcsSerialNumber',
'reverseEcsNumber',
'lockChequeInfoEnabled',
'lockPageTwoInfoEnabled',
'computerizationDate',
'chequePrintDescription',
'posAccountTypeDescription',
'pfmsAccountType',
'renewalDateAddMonths',
'documentRenewalDateAddMonths',
'ppsLimit',
'isWriteOffAccountType',
'writeOffAccountTypeCode',
'renewalGraceDays'
]
},
{
title: 'Cheque Book Settings',
step: 'settings',
fields: [
'chequeBookIssueEnabled',
'chequeValidationRequired',
'isFirstChequeBookFree',
'chequePrintingAccountType',
'allowWithdrawalSlipUsage',
'maintainChequeBookStockRegistry',
'freeChequeBooksPerYear',
'allowCreditByChequeNumber',
'creditChequeValidationRequired',
'graceDaysForStockStatement'
]
},
{
title: 'Additional Product Settings',
step: 'settings',
fields: [
'accountTypeActiveForTransactions',
'subTypeActivityEnabled',
'accountOpeningCharges',
'maximumGoldLoanLimit',
'lastAccountNumberOpened',
'customerTerminationAllowed',
'chargesForCashCreditAboveLimit',
'deathInterestGLAccount',
'startingLedgerNumber',
'endingLedgerNumber',
'currentLedgerNumber',
'remittanceAccountNumber',
'isNonResidentIndianAccount',
'debitClearingGLAccount',
'missedCallAlertServiceActive',
'standingInstructionChargeGLAccount',
'standingInstructionDebitChargeSkipOption',
'openingBalanceMultiplierForRemittanceCharges',
'goldLoanPacketNumberWithYearEnabled',
'accountMoveToInoperativeEnabled',
'generateGlDiffEntryEnabled',
'subTypeWiseGlBalanceGenerationEnabled',
'validateBeforeDeletingDebitEntryEnabled',
'rcFileConceptEnabled',
'accountCloseZeroBalanceInOpenDayProcess',
'accountCloseZeroBalanceAtSubledgerTranEntry',
'limitEnhancementAgainstClearingScreenDisplayEnabled',
'advanceInterestParameterInLedgerEnabled',
'vehicleDetailInMasterEnabled',
'deletedChequeIssueEnabled',
'dpReduceInDocumentRenewalDateEnabled',
'dpReduceInRenewalDateEnabled',
'autoCloseAtDayEndEnabled',
'loanRateFromMasterEnabled',
'chequeShortName',
'statementPrintEnabled',
'neslCode'
]
},
{
title: 'Interest Related Parameters',
step: 'settings',
fields: [
'drawingPowerAndLimitGenerationProcedure',
'advancesInterestCalculationMethod',
'againstInterestCalculationEnabled',
'dayWiseAgainstClearingInterestRounding',
'interestCalculationOneFourthMethod',
'againstClearingInterestProcedureType',
'considerDebitClosingAmountForAgainstClearing',
'interestRoundingMethod',
'penaltyInterestCalculationEnabled',
'penaltyInterestCalculationMethod',
'penaltyInterestProcedureNumber',
'overdrawnInterestCalculationMethod',
'calculateOverdrawnInterestAfterRenewal',
'interestOnCreditBalance',
'penaltyInterestDateDifferentThanRegularInterest',
'fixedDepositOverdraftCertificateSortOrder',
'useDocumentSubmissionDateForInterest',
'loanManagementSystemRenewalPenaltyActive',
'minimumNormalInterestAmount',
'minimumInterestCalculationMethod',
'minimumAgainstClearingInterestAmount',
'limitIncreaseUptoInterestAmountInInterestCalculation',
'minimumPenaltyInterestAmount',
'daysForLimitIncreaseUptoInterestAmount',
'additionalInterestRateForFixedDepositOverdraft',
'considerDdPayorderInAgainstClearingInterestCalculation',
'graceDaysAfterRenewDate',
'applyUndebitedInterestConceptEnabled',
'interestRegisterPrintFormatType',
'normalGraceDaysAfterOverdue',
'allowAgainstClearingEntry',
'allowNoBalanceEntry',
'fixedDepositOverdraftPenaltyInterestCombinedWithNormalInterest',
'allowNoBalanceEntryWithPassword',
'undebitedSimpleInterestAccountWise',
'dailyInterestCalculationEnabled',
'dailyInterestCalculationStartDate',
'nonPerformingAssetPenalInterestRateUpdate',
'nonPerformingAssetPenalInterestRate',
'fixedDepositOverdraftPenalInterestRateUpdateInBranchProcess',
'addPenalInterestRate',
'atyp14SimpleInterestEnabled',
'fixedDepositOverdraftMarginType',
'checkMasterDetailEditedPassingPendingEnabled',
'creditDebitInterestCalculationSeparateEnabled',
'onTimeInterestProvisionEnabled',
'checkAgainstClearingEnabled',
'gstOnPenaltyEnabled',
'penaltyInterestGraceDays',
'overdrawnInterestRate',
'calculateDailyLimitEnhancementTodEnabled',
'fixedDepositOverdraftMultipleInterestRateEnabled',
'graceDaysAfterOverdueForMoratorium'
]
},
{
title: 'Credit Bureau Settings (CIBIL)',
step: 'settings',
fields: [
'cibilAccountType',
'cibilCommercialAccountType',
'highmarkAccountType',
'highmarkCommercialAccountType',
'experianAccountType',
'experianCommercialAccountType',
'equifaxAccountType',
'equifaxCommercialAccountType'
]
},
{
title: 'RBI Compliance & Product Category',
step: 'settings',
fields: [
'loanProductCategory',
'penalChargeMethod',
'isFloatingRate',
'foreclosureChargesApplicable',
'keyFactStatementEnabled',
'annualPercentageRateCalculationEnabled'
]
},
{
title: 'Channel & Transaction Limits',
step: 'settings',
fields: [
'isMobileAppEnabled',
'isAtmEnabled',
'atmYearlyChargeEnabled',
'atmMinimumBalance',
'emailActiveEnabled',
'isImpsEnabled',
'isUpiEnabled',
'isPosEnabled',
'isBbpsEnabled',
'interBankLimitPerDay',
'interBankLimitPerTransaction',
'neftRtgsLimitPerDay',
'neftRtgsLimitPerTransaction',
'neftCutoffLimit',
'rtgsCutoffLimit',
'neftRtgsMinimumBalance',
'isChargeRequiredNeftRtgsCbs',
'isChargeRequiredNeftRtgsMobile',
'impsLimitPerDay',
'impsLimitPerTransaction',
'impsLimitPerMonth',
'impsMinLimit',
'impsMonthlyTransactionCount'
]
},
{
title: 'POS Facility & ATM CSV Settings',
step: 'settings',
fields: [
'maxPerTransactionLimitAtm',
'maxDayTransactionLimitAtm',
'maxPerTransactionLimitPos',
'maxDayTransactionLimitPos',
'maxPerTransactionLimitEcom',
'maxDayTransactionLimitEcom',
'maxPerTransactionLimitUpi',
'maxDayTransactionLimitUpi',
'atmCsvProductCode',
'atmCsvTypeCode'
]
},
{
title: 'Auto Interest Post Parameters',
step: 'settings',
fields: [
'autoInterestPostType',
'autoInterestPostWhen',
'autoInterestPostFixDay',
'autoLastInterestDate'
]
},
{
title: 'Foreclosure / Early Account Closure',
step: 'settings',
fields: [
'calculateEarlyAccountCloseCharge',
'earlyAccountCloseCharge',
'earlyAccountClosePeriodInMonths'
]
},
{
title: 'Legacy Terms',
step: 'terms',
fields: [
'debitBalanceAllow',
'allowDebitTransAfterDueDate',
'branchLevelAccountType',
'interestRateDetail'
]
},
{
title: 'Legacy Cheque, Standing Instruction & Minimum Balance Charges',
step: 'charges',
fields: [
'chequeBookChargeEnabled',
'chequeReturnChargeEnabled',
'icChargeDebitEnabled',
'cashBundleChargeEnabled',
'cashBundleChargeWithPanLimit',
'perChequeEntryCharge',
'perChequeEntryServiceCharge',
'perInwardChequeEntryCharge',
'perOutwardChequeEntryCharge',
'creditorStandingInstructionFailCharge',
'debtorStandingInstructionFailCharge',
'minimumBalanceCheckingType',
'autoMinimumBalanceCharge',
'calculateDailyMinimumBalanceCharges',
'minimumBalanceChargeEnabled',
'minimumBalanceChargeAmount',
'minimumBalanceChargeForChequeIssue',
'minimumBalanceChargeMethod',
'monthsAfterMinBalanceChargeCalculate',
'forChequeIssue',
'forChequeIssueAvg',
'forWithdrawalSlip',
'forWithdrawalSlipAvg',
'calculateDailyAgainstClearingCharge'
]
},
{
title: 'Custom GL Account Mappings',
step: 'accounting',
fields: [
'intReceivablesGlAccountId',
'intPayableGlAccountId',
'deafIntPayableGlAccountId',
'intOverdueReserveAccountId',
'undebitedInterestAccountId',
'penalIntCrGlAccountId',
'rdMaturedGlAccountId',
'glAccountId',
'icChargeGlAccountId',
'inoperativeGlAccountId',
'creditBalanceLiabilityGlAccountId',
'creditBalanceAssetGlAccountId',
'overdueAccountsGlAccountId',
'rebateGlAccountId'
]
}
];
/** Form labels, copied from the create/edit step templates so preview wording matches. */
export const CUSTOM_FIELD_LABELS: Record<string, string> = {
productTypeGroup: 'Account Type Group',
productTypeSubGroup: 'Product Type Sub Group',
debitIntCalculation: 'Debit Int. Calculation',
separatePenalInterest: 'Separate Penal Int.',
creditIntCalculation: 'Credit Int. Calculation',
subAccountTypeBalance: 'Sub A/c Type Balance',
finalIntRounding: 'Final Int. Rounding',
roundingUpTo: 'Rounding UpTo',
accountTypeCode: 'A/c Type Code',
micrTransactionCode: 'MICR Trn. Code',
reservedEcsSerialNumber: 'Reserved Code Srno For ECS',
reverseEcsNumber: 'Reverse ECS No.',
lockChequeInfoEnabled: 'Lock Cheque Info',
lockPageTwoInfoEnabled: 'Lock Page 2 Info',
computerizationDate: 'Computerization Date',
chequePrintDescription: 'Chq. Print Description',
posAccountTypeDescription: 'POS A/c Type Description',
pfmsAccountType: 'PFMS Account Type',
renewalDateAddMonths: 'Renewal Dt. Add Months',
documentRenewalDateAddMonths: 'Doc. Renewal Dt. Add Months',
ppsLimit: 'PPS Limit',
isWriteOffAccountType: 'Is this Actyp Write Off?',
writeOffAccountTypeCode: 'Write Off Actyp',
renewalGraceDays: 'Renewal Grace Days',
chequeBookIssueEnabled: 'Cheque Book Issue Enabled',
chequeValidationRequired: 'Cheque Validation Required',
isFirstChequeBookFree: 'Is First Cheque Book Free',
chequePrintingAccountType: 'Cheque Printing Account Type',
allowWithdrawalSlipUsage: 'Allow Withdrawal Slip Usage',
maintainChequeBookStockRegistry: 'Maintain Cheque Book Stock Registry',
freeChequeBooksPerYear: 'Free Cheque Books Per Year',
allowCreditByChequeNumber: 'Allow Credit By Cheque Number',
creditChequeValidationRequired: 'Credit Cheque Validation Required',
graceDaysForStockStatement: 'Grace Days For Stock Statement',
accountTypeActiveForTransactions: 'Account Type Active For Transactions',
subTypeActivityEnabled: 'Sub Type Activity Enabled',
accountOpeningCharges: 'Account Opening Charges',
maximumGoldLoanLimit: 'Maximum Gold Loan Limit',
lastAccountNumberOpened: 'Last Account Number Opened',
customerTerminationAllowed: 'Customer Termination Allowed',
chargesForCashCreditAboveLimit: 'Charges For Cash Credit Above Limit',
deathInterestGLAccount: 'Death Interest GL Account',
startingLedgerNumber: 'Starting Ledger Number',
endingLedgerNumber: 'Ending Ledger Number',
currentLedgerNumber: 'Current Ledger Number',
remittanceAccountNumber: 'Remittance Account Number',
isNonResidentIndianAccount: 'Is Non Resident Indian Account',
debitClearingGLAccount: 'Debit Clearing GL Account',
missedCallAlertServiceActive: 'Missed Call Alert Service Active',
standingInstructionChargeGLAccount: 'Standing Instruction Charge GL Account',
standingInstructionDebitChargeSkipOption: 'Standing Instruction Debit Charge Skip Option',
openingBalanceMultiplierForRemittanceCharges: 'Opening Balance Multiplier For Remittance Charges',
goldLoanPacketNumberWithYearEnabled: 'Gold Loan [Packet No.] With Year?',
accountMoveToInoperativeEnabled: 'A/c Move To InOperative A/c',
generateGlDiffEntryEnabled: 'Generate GL Diff Entry',
subTypeWiseGlBalanceGenerationEnabled: 'Sub Type Wise GL Balance Gen',
validateBeforeDeletingDebitEntryEnabled: 'Want To Validation While Deleting Debit Entry',
rcFileConceptEnabled: 'Want To RC File Concept',
accountCloseZeroBalanceInOpenDayProcess: 'A/c Close With Zero Bal. In Open Day Process',
accountCloseZeroBalanceAtSubledgerTranEntry: 'A/c Close When Bal. Zero At Subled Tran Entry',
limitEnhancementAgainstClearingScreenDisplayEnabled: 'Lmt.Enh/Ag.Clg Screen Display',
advanceInterestParameterInLedgerEnabled: 'Advance Int. Param In Ledger',
vehicleDetailInMasterEnabled: 'Vehicle Detail In Master',
deletedChequeIssueEnabled: 'Deleted Chq. Issue',
dpReduceInDocumentRenewalDateEnabled: 'DP Reduce In Doc. Renewal Date',
dpReduceInRenewalDateEnabled: 'DP Reduce In Renewal Date',
autoCloseAtDayEndEnabled: 'Auto Close Day-End',
loanRateFromMasterEnabled: 'Loan Rate From Master',
chequeShortName: 'Cheque Short Name',
statementPrintEnabled: 'Statement Print',
neslCode: 'NESL Code',
drawingPowerAndLimitGenerationProcedure: 'Drawing Power And Limit Generation Procedure',
advancesInterestCalculationMethod: 'Advances Interest Calculation Method',
againstInterestCalculationEnabled: 'Against Interest Calculation Enabled',
dayWiseAgainstClearingInterestRounding: 'Day Wise Against Clearing Interest Rounding',
interestCalculationOneFourthMethod: 'Interest Calculation One Fourth Method',
againstClearingInterestProcedureType: 'Against Clearing Interest Procedure Type',
considerDebitClosingAmountForAgainstClearing: 'Consider Debit Closing Amount For Against Clearing',
interestRoundingMethod: 'Interest Rounding Method',
penaltyInterestCalculationEnabled: 'Penalty Interest Calculation Enabled',
penaltyInterestCalculationMethod: 'Penalty Interest Calculation Method',
penaltyInterestProcedureNumber: 'Penalty Interest Procedure Number',
overdrawnInterestCalculationMethod: 'Overdrawn Interest Calculation Method',
calculateOverdrawnInterestAfterRenewal: 'Calculate Overdrawn Interest After Renewal',
interestOnCreditBalance: 'Interest On Credit Balance',
penaltyInterestDateDifferentThanRegularInterest: 'Penalty Interest Date Different Than Regular Interest',
fixedDepositOverdraftCertificateSortOrder: 'Fixed Deposit Overdraft Certificate Sort Order',
useDocumentSubmissionDateForInterest: 'Use Document Submission Date For Interest',
loanManagementSystemRenewalPenaltyActive: 'Loan Management System Renewal Penalty Active',
minimumNormalInterestAmount: 'Minimum Normal Interest Amount',
minimumInterestCalculationMethod: 'Minimum Interest Calculation Method',
minimumAgainstClearingInterestAmount: 'Minimum Against Clearing Interest Amount',
limitIncreaseUptoInterestAmountInInterestCalculation: 'Limit Increase Upto Interest Amount In Interest Calculation',
minimumPenaltyInterestAmount: 'Minimum Penalty Interest Amount',
daysForLimitIncreaseUptoInterestAmount: 'Days For Limit Increase Upto Interest Amount',
additionalInterestRateForFixedDepositOverdraft: 'Additional Interest Rate For Fixed Deposit Overdraft',
considerDdPayorderInAgainstClearingInterestCalculation:
'Consider DD/Payorder In Against Clearing Interest Calculation',
graceDaysAfterRenewDate: 'Grace Days After Renewal Date',
applyUndebitedInterestConceptEnabled: 'Apply Undebited Interest Concept Enabled',
interestRegisterPrintFormatType: 'Interest Register Print Format Type',
normalGraceDaysAfterOverdue: 'Normal Grace Days After Overdue',
allowAgainstClearingEntry: 'Allow Against Clearing Entry',
allowNoBalanceEntry: 'Allow No Balance Entry',
fixedDepositOverdraftPenaltyInterestCombinedWithNormalInterest:
'Fixed Deposit Overdraft Penalty Interest Combined With Normal Interest',
allowNoBalanceEntryWithPassword: 'Allow No Balance Entry With Password',
undebitedSimpleInterestAccountWise: 'Undebited Simple Interest Account Wise',
dailyInterestCalculationEnabled: 'Daily Interest Calculation Enabled',
dailyInterestCalculationStartDate: 'Daily Interest Calculation Start Date',
nonPerformingAssetPenalInterestRateUpdate: 'Non Performing Asset Penal Interest Rate Update',
nonPerformingAssetPenalInterestRate: 'Non Performing Asset Penal Interest Rate',
fixedDepositOverdraftPenalInterestRateUpdateInBranchProcess:
'Fixed Deposit Overdraft Penal Interest Rate Update In Branch Process',
addPenalInterestRate: 'Add Penal Interest Rate',
atyp14SimpleInterestEnabled: 'Atyp14 Simple Int.',
fixedDepositOverdraftMarginType: 'FDOD Margin Type',
checkMasterDetailEditedPassingPendingEnabled: 'Check Master Detail Edited (Passing Pend.)',
creditDebitInterestCalculationSeparateEnabled: 'Credit/Debit Int. Calc. Separate',
onTimeInterestProvisionEnabled: 'On Time Interest Provision',
checkAgainstClearingEnabled: 'Check Against Clearing',
gstOnPenaltyEnabled: 'GST On Penalty',
penaltyInterestGraceDays: 'Penalty Int. Grace Days',
overdrawnInterestRate: 'Over Drawn Int. Rate',
calculateDailyLimitEnhancementTodEnabled: 'Calculate Daily Limit Enhancement (TOD)',
fixedDepositOverdraftMultipleInterestRateEnabled: 'FDOD Multiple Int. Rate',
graceDaysAfterOverdueForMoratorium: 'Grace Days After Overdue For Moratorium A/c',
cibilAccountType: 'CIBIL Account Type',
cibilCommercialAccountType: 'CIBIL Commercial Account Type',
highmarkAccountType: 'Highmark Account Type',
highmarkCommercialAccountType: 'Highmark Commercial Account Type',
experianAccountType: 'Experian Account Type',
experianCommercialAccountType: 'Experian Commercial Account Type',
equifaxAccountType: 'Equifax Account Type',
equifaxCommercialAccountType: 'Equifax Commercial Account Type',
loanProductCategory: 'Loan Product Category (RBI Reporting)',
penalChargeMethod: 'Penal Charge Method',
isFloatingRate: 'Penal Charge Method',
foreclosureChargesApplicable: 'Foreclosure Charges Applicable',
keyFactStatementEnabled: 'Foreclosure Charges Applicable',
annualPercentageRateCalculationEnabled: 'Foreclosure Charges Applicable',
isMobileAppEnabled: 'Is Mobile App?',
isAtmEnabled: 'Is ATM?',
atmYearlyChargeEnabled: 'ATM Yearly Charge?',
atmMinimumBalance: 'ATM Min. Balance',
emailActiveEnabled: 'Email Active?',
isImpsEnabled: 'Is IMPS?',
isUpiEnabled: 'Is UPI?',
isPosEnabled: 'Is POS?',
isBbpsEnabled: 'Is BBPS?',
interBankLimitPerDay: 'Inter Bank Limit (Per Day)',
interBankLimitPerTransaction: 'Inter Bank Limit (Per Transaction)',
neftRtgsLimitPerDay: 'NEFT/RTGS Limit (Per Day)',
neftRtgsLimitPerTransaction: 'NEFT/RTGS Limit (Per Transaction)',
neftCutoffLimit: 'NEFT Cutoff Limit',
rtgsCutoffLimit: 'RTGS Cutoff Limit',
neftRtgsMinimumBalance: 'NEFT/RTGS Min. Balance',
isChargeRequiredNeftRtgsCbs: 'Is Charge Req. NEFT/RTGS (CBS)?',
isChargeRequiredNeftRtgsMobile: 'Is Charge Req. NEFT/RTGS (Mobile)?',
impsLimitPerDay: 'IMPS Limit (Per Day)',
impsLimitPerTransaction: 'IMPS Limit (Per Transaction)',
impsLimitPerMonth: 'IMPS Limit (Per Month)',
impsMinLimit: 'IMPS Min. Limit',
impsMonthlyTransactionCount: 'IMPS Monthly Transaction Count',
maxPerTransactionLimitAtm: 'Max Per Transaction Limit (ATM)',
maxDayTransactionLimitAtm: 'Max Day Transaction Limit (ATM)',
maxPerTransactionLimitPos: 'Max Per Transaction Limit (POS)',
maxDayTransactionLimitPos: 'Max Day Transaction Limit (POS)',
maxPerTransactionLimitEcom: 'Max Per Transaction Limit (ECOM)',
maxDayTransactionLimitEcom: 'Max Day Transaction Limit (ECOM)',
maxPerTransactionLimitUpi: 'Max Per Transaction Limit (UPI)',
maxDayTransactionLimitUpi: 'Max Day Transaction Limit (UPI)',
atmCsvProductCode: 'ATM CSV Product Code',
atmCsvTypeCode: 'ATM CSV Type Code',
autoInterestPostType: 'Auto Int. Post Type',
autoInterestPostWhen: 'Auto Int. Post When',
autoInterestPostFixDay: 'Fix Day',
autoLastInterestDate: 'Auto Last Int. Date',
calculateEarlyAccountCloseCharge: 'Calculate Early A/c Close Charge?',
earlyAccountCloseCharge: 'Early A/c Close Charge',
earlyAccountClosePeriodInMonths: 'Early A/c Close Period (In Months)',
debitBalanceAllow: 'Debit Balance Allow',
allowDebitTransAfterDueDate: 'Allow Debit Trans After Due Date',
branchLevelAccountType: 'Branch Level A/c Type',
interestRateDetail: 'Interest Rate Detail',
chequeBookChargeEnabled: 'Chq. Book Charge',
chequeReturnChargeEnabled: 'Chq. Return Charge',
icChargeDebitEnabled: 'I.C. Charge Debit',
cashBundleChargeEnabled: 'Cash Bundle Charge',
cashBundleChargeWithPanLimit: 'Cash Bundle Charge With PAN Limit',
perChequeEntryCharge: 'Per Cheque Entry Charge',
perChequeEntryServiceCharge: 'Per Cheque Entry Service Charge',
perInwardChequeEntryCharge: 'Per Inward Cheque Entry Charge',
perOutwardChequeEntryCharge: 'Per Outward Cheque Entry Charge',
creditorStandingInstructionFailCharge: 'Creditor Standing Instr. Fail Charge',
debtorStandingInstructionFailCharge: 'Debtor Standing Instr. Fail Charge',
minimumBalanceCheckingType: 'Minimum Balance Checking',
autoMinimumBalanceCharge: 'Auto Minimum Balance Charge',
calculateDailyMinimumBalanceCharges: 'Calculate Daily Min. Balance Charges',
minimumBalanceChargeEnabled: 'Minimum Balance Charge',
minimumBalanceChargeAmount: 'Min. Balance Charge (Rs.)',
minimumBalanceChargeForChequeIssue: 'Min. Balance Charge For Cheque Issue (Rs.)',
minimumBalanceChargeMethod: 'Min. Balance Charge Method',
monthsAfterMinBalanceChargeCalculate: 'Months After Min. Balance Charge Calculate',
forChequeIssue: 'For Cheque Issue',
forChequeIssueAvg: 'For Cheque Issue (Avg.)',
forWithdrawalSlip: 'For Withdrawal Slip',
forWithdrawalSlipAvg: 'For Withdrawal Slip (Avg.)',
calculateDailyAgainstClearingCharge: 'Calculate Daily Against Clearing Charge',
intReceivablesGlAccountId: 'Int. Receivables GL A/c',
intPayableGlAccountId: 'Int. Payable GL A/c',
deafIntPayableGlAccountId: 'Deaf Int. Payble GL A/c',
intOverdueReserveAccountId: 'Int. Overdue Reserve A/c (AS)',
undebitedInterestAccountId: 'UnDebited Interest A/c (LI)',
penalIntCrGlAccountId: 'Penal Int. Cr. GL A/c',
rdMaturedGlAccountId: 'RD Matured GL A/c',
glAccountId: 'GL A/c No.',
icChargeGlAccountId: 'I.C. Charge GL A/c No.',
inoperativeGlAccountId: 'InOperative GL A/c',
creditBalanceLiabilityGlAccountId: 'Cr.Balance Liability GL A/c',
creditBalanceAssetGlAccountId: 'Cr.Balance Asset GL A/c',
overdueAccountsGlAccountId: 'Overdue Accounts GL A/c No.',
rebateGlAccountId: 'Rebate GL A/c No.'
};
/**
* Custom GL mapping fields hold an account id, so the preview resolves each to its account rather
* than printing a bare number. The kind picks which option list from the product template to
* search -- it matches the `options` the Accounting step's own field config uses.
*/
export const CUSTOM_GL_ACCOUNT_FIELDS: Record<string, CustomGlAccountKind> = {
intReceivablesGlAccountId: 'asset',
intPayableGlAccountId: 'liability',
deafIntPayableGlAccountId: 'asset',
intOverdueReserveAccountId: 'asset',
undebitedInterestAccountId: 'liability',
penalIntCrGlAccountId: 'income',
rdMaturedGlAccountId: 'asset',
glAccountId: 'asset',
icChargeGlAccountId: 'income',
inoperativeGlAccountId: 'asset',
creditBalanceLiabilityGlAccountId: 'liability',
creditBalanceAssetGlAccountId: 'asset',
overdueAccountsGlAccountId: 'asset',
rebateGlAccountId: 'expense'
};
/** Columns of the legacy Interest Rate Detail grid, whose value is a row array rather than a scalar. */
export const INTEREST_RATE_DETAIL_COLUMNS: { key: string; label: string }[] = [
{
key: 'interestType',
label: 'Interest Type'
},
{
key: 'calculation',
label: 'Calculation'
},
{
key: 'normalMinRate',
label: 'Normal Min. Rate'
},
{
key: 'normalMaxRate',
label: 'Normal Max. Rate'
},
{
key: 'specialMinRate',
label: 'Special Min. Rate'
},
{
key: 'specialMaxRate',
label: 'Special Max. Rate'
},
{
key: 'period',
label: 'Period'
}
];
/**
* Legacy fields whose form control is a dropdown holding the *strings* 'YES' and 'NO', not a boolean.
*
* They are stored as BOOLEAN, so a saved product comes back from the API as true/false. Patching that
* straight into the form would match no option and leave the dropdown blank, which is why
* `LoanProducts.flattenCbsExtensions()` maps them back to 'YES'/'NO' on the way in.
*/
export const CUSTOM_YES_NO_STRING_FIELDS: string[] = [
'lockChequeInfoEnabled',
'lockPageTwoInfoEnabled',
'isWriteOffAccountType',
'chequeBookIssueEnabled',
'chequeValidationRequired',
'isFirstChequeBookFree',
'allowWithdrawalSlipUsage',
'maintainChequeBookStockRegistry',
'allowCreditByChequeNumber',
'creditChequeValidationRequired',
'accountTypeActiveForTransactions',
'subTypeActivityEnabled',
'customerTerminationAllowed',
'isNonResidentIndianAccount',
'missedCallAlertServiceActive',
'goldLoanPacketNumberWithYearEnabled',
'accountMoveToInoperativeEnabled',
'generateGlDiffEntryEnabled',
'subTypeWiseGlBalanceGenerationEnabled',
'validateBeforeDeletingDebitEntryEnabled',
'rcFileConceptEnabled',
'accountCloseZeroBalanceInOpenDayProcess',
'accountCloseZeroBalanceAtSubledgerTranEntry',
'limitEnhancementAgainstClearingScreenDisplayEnabled',
'advanceInterestParameterInLedgerEnabled',
'vehicleDetailInMasterEnabled',
'deletedChequeIssueEnabled',
'dpReduceInDocumentRenewalDateEnabled',
'dpReduceInRenewalDateEnabled',
'autoCloseAtDayEndEnabled',
'loanRateFromMasterEnabled',
'statementPrintEnabled',
'againstInterestCalculationEnabled',
'dayWiseAgainstClearingInterestRounding',
'considerDebitClosingAmountForAgainstClearing',
'penaltyInterestCalculationEnabled',
'calculateOverdrawnInterestAfterRenewal',
'interestOnCreditBalance',
'penaltyInterestDateDifferentThanRegularInterest',
'useDocumentSubmissionDateForInterest',
'loanManagementSystemRenewalPenaltyActive',
'limitIncreaseUptoInterestAmountInInterestCalculation',
'considerDdPayorderInAgainstClearingInterestCalculation',
'applyUndebitedInterestConceptEnabled',
'allowAgainstClearingEntry',
'allowNoBalanceEntry',
'fixedDepositOverdraftPenaltyInterestCombinedWithNormalInterest',
'allowNoBalanceEntryWithPassword',
'undebitedSimpleInterestAccountWise',
'dailyInterestCalculationEnabled',
'nonPerformingAssetPenalInterestRateUpdate',
'fixedDepositOverdraftPenalInterestRateUpdateInBranchProcess',
'atyp14SimpleInterestEnabled',
'checkMasterDetailEditedPassingPendingEnabled',
'creditDebitInterestCalculationSeparateEnabled',
'onTimeInterestProvisionEnabled',
'checkAgainstClearingEnabled',
'gstOnPenaltyEnabled',
'calculateDailyLimitEnhancementTodEnabled',
'fixedDepositOverdraftMultipleInterestRateEnabled',
'foreclosureChargesApplicable',
'isMobileAppEnabled',
'isAtmEnabled',
'atmYearlyChargeEnabled',
'emailActiveEnabled',
'isImpsEnabled',
'isUpiEnabled',
'isPosEnabled',
'isBbpsEnabled',
'isChargeRequiredNeftRtgsCbs',
'isChargeRequiredNeftRtgsMobile',
'calculateEarlyAccountCloseCharge',
'debitBalanceAllow',
'allowDebitTransAfterDueDate',
'branchLevelAccountType',
'chequeBookChargeEnabled',
'chequeReturnChargeEnabled',
'icChargeDebitEnabled',
'cashBundleChargeEnabled',
'autoMinimumBalanceCharge',
'calculateDailyMinimumBalanceCharges',
'minimumBalanceChargeEnabled',
'calculateDailyAgainstClearingCharge'
];
/**
* Sub-groups whose products are current-account-linked and therefore carry channel limits.
* Kept here rather than only on the Settings step so the preview can apply the same rule.
*/
export const CHANNEL_ENABLED_SUB_GROUPS: string[] = [
'cc',
'overdraft'
];
/** Sub-groups that are fixed-tenure EMI term loans, the only ones foreclosure applies to. */
export const TERM_LOAN_SUB_GROUPS: string[] = [
'term',
'personal',
'housing',
'vehicle',
'education',
'business',
'gold_emi'
];
/** Sub-groups issued against pledged gold, which have no cheque book. */
export const NO_CHEQUE_BOOK_SUB_GROUPS: string[] = [
'gold',
'gold_emi'
];
/**
* Whether a legacy section applies to a product, given its sub-group.
*
* The Settings step hides three of these sections outright for some sub-groups -- a Gold Loan has no
* cheque book, no channel limits and no foreclosure charges. The preview was still listing them,
* because the controls keep their defaults whether or not the section was ever rendered, so a Gold
* Loan showed a "Cheque Book Settings" table the officer never saw. Titles are matched against
* CUSTOM_FIELD_SECTIONS, so a rename has to happen in one place.
*
* An unknown or empty sub-group shows everything, matching how the form behaves before a sub-group
* is picked.
*/
export function isCustomSectionApplicable(sectionTitle: string, productSubGroup: string | null | undefined): boolean {
if (!productSubGroup) {
return true;
}
switch (sectionTitle) {
case 'Cheque Book Settings':
return !NO_CHEQUE_BOOK_SUB_GROUPS.includes(productSubGroup);
case 'Channel & Transaction Limits':
case 'POS Facility & ATM CSV Settings':
return CHANNEL_ENABLED_SUB_GROUPS.includes(productSubGroup);
case 'Foreclosure / Early Account Closure':
return TERM_LOAN_SUB_GROUPS.includes(productSubGroup);
default:
return true;
}
}
/** Legacy date fields. Fineract returns a date as [year, month, day], which needs a real Date for the picker. */
export const CUSTOM_DATE_FIELDS: string[] = [
'computerizationDate'
];
/** Every custom field, in form order. Derived from the sections above -- do not maintain separately. */
export const CUSTOM_UI_ONLY_FIELDS: string[] = CUSTOM_FIELD_SECTIONS.flatMap((section) => section.fields);
/**
* Copies a saved product's legacy field values into one step's form.
*
* Every step calls this with its own form and the same product: a field belonging to another step
* has no control here, so it is skipped. That works because the form control names and the field
* names in this file are the same strings -- which is also where the labels and sections above were
* read from -- so there is no per-step mapping to keep in step with the forms.
*
* Written as a loop rather than 220 lines of patchValue because a field added to a step's form later
* is picked up here for free, and a typo cannot silently leave one field unpopulated.
*
* Only real values are applied: a null or absent field is left at whatever default the form set, so
* this can run after a step's own patchValue without blanking anything it deliberately defaulted.
*
* Patched twice, deliberately. Some of these controls drive others through a valueChanges
* subscription -- picking a Product Category auto-fills the four credit bureau account types, and
* the Details sub-group decides which Settings sections are shown. The first pass lets those
* subscriptions run so that dependent state is set up; the second pass repeats the same values with
* events suppressed, so a value the officer actually saved wins over whatever an auto-fill just
* wrote over it. Without the second pass, reopening a Personal Loan product silently reset its
* saved CIBIL account type back to the category default.
*/
export function patchCustomFields(form: UntypedFormGroup, product: any): void {
if (!form || !product) {
return;
}
const apply = (emitEvent: boolean) => {
for (const field of CUSTOM_UI_ONLY_FIELDS) {
const control = form.get(field);
if (!control) {
continue;
}
const value = product[field];
if (value === undefined || value === null) {
continue;
}
control.patchValue(value, { emitEvent });
}
};
apply(true);
apply(false);
}
@@ -8,7 +8,6 @@
import { Component, Input, OnChanges, OnInit, SimpleChanges, inject } from '@angular/core';
import { UntypedFormArray, UntypedFormBuilder, UntypedFormControl, UntypedFormGroup, Validators } from '@angular/forms';
import { patchCustomFields } from '../../loan-product-custom-fields';
import { MatDialog } from '@angular/material/dialog';
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
@@ -211,14 +210,7 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
intOverdueReserveAccountId: accountingMappings.intOverdueReserveAccount?.id || '',
undebitedInterestAccountId: accountingMappings.undebitedInterestAccount?.id || '',
penalIntCrGlAccountId: accountingMappings.penalIntCrGlAccount?.id || '',
rdMaturedGlAccountId: accountingMappings.rdMaturedGlAccount?.id || '',
glAccountId: accountingMappings.glAccount?.id || '',
icChargeGlAccountId: accountingMappings.icChargeGlAccount?.id || '',
inoperativeGlAccountId: accountingMappings.inoperativeGlAccount?.id || '',
creditBalanceLiabilityGlAccountId: accountingMappings.creditBalanceLiabilityGlAccount?.id || '',
creditBalanceAssetGlAccountId: accountingMappings.creditBalanceAssetGlAccount?.id || '',
overdueAccountsGlAccountId: accountingMappings.overdueAccountsGlAccount?.id || '',
rebateGlAccountId: accountingMappings.rebateGlAccount?.id || ''
rdMaturedGlAccountId: accountingMappings.rdMaturedGlAccount?.id || ''
});
if (this.loanProductsTemplate.paymentChannelToFundSourceMappings) {
@@ -242,10 +234,6 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
this.setOtherGlMappings('incomeOtherGlMappings', glMappings.income || [], this.incomeAccountData);
}
}
// Repopulate the legacy "Account Type Creation" fields saved against this product.
// Last, so a value actually stored wins over any default set above.
patchCustomFields(this.loanProductAccountingForm, this.loanProductsTemplate);
}
public createLoanProductAccountingForm() {
@@ -288,52 +276,20 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
'incomeFromGoodwillCreditInterestAccountId',
'incomeFromGoodwillCreditFeesAccountId',
'incomeFromGoodwillCreditPenaltyAccountId',
'intReceivablesGlAccountId',
'intPayableGlAccountId',
'glAccountId',
'inoperativeGlAccountId'
];
commonFields.forEach((field) => {
if (!this.loanProductAccountingForm.contains(field)) {
this.loanProductAccountingForm.addControl(field, new UntypedFormControl('', Validators.required));
}
});
// Accrual-only receivable fields: their input (mifosx-gl-account-selector) only renders
// when isAccrualAccounting() is true, so only require them in that case — otherwise they'd
// be unconditionally required with no visible field to fill them, permanently invalidating
// the form (accountingRule is hard-locked to Cash in this build).
const accrualOnlyFields = [
'receivableInterestAccountId',
'receivableFeeAccountId',
'receivablePenaltyAccountId'
];
accrualOnlyFields.forEach((field) => {
if (!this.loanProductAccountingForm.contains(field)) {
this.loanProductAccountingForm.addControl(
field,
new UntypedFormControl('', this.isAccrualAccounting() ? Validators.required : null)
);
}
});
// Optional custom GL account fields (legacy screenshot fields not marked mandatory) —
// no Validators.required, so mat-form-field does not render a required asterisk for these.
const optionalCommonFields = [
'receivablePenaltyAccountId',
'intReceivablesGlAccountId',
'intPayableGlAccountId',
'deafIntPayableGlAccountId',
'intOverdueReserveAccountId',
'undebitedInterestAccountId',
'penalIntCrGlAccountId',
'rdMaturedGlAccountId',
'icChargeGlAccountId',
'creditBalanceLiabilityGlAccountId',
'creditBalanceAssetGlAccountId',
'overdueAccountsGlAccountId',
'rebateGlAccountId'
'rdMaturedGlAccountId'
];
optionalCommonFields.forEach((field) => {
commonFields.forEach((field) => {
if (!this.loanProductAccountingForm.contains(field)) {
this.loanProductAccountingForm.addControl(field, new UntypedFormControl(''));
this.loanProductAccountingForm.addControl(field, new UntypedFormControl('', Validators.required));
}
});
@@ -664,7 +620,7 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
}
public isAccrualAccounting(): boolean {
const accountingRule = this.loanProductAccountingForm.get('accountingRule').value;
const accountingRule = this.loanProductAccountingForm.value.accountingRule;
return accountingRule === 3 || accountingRule === 4;
}
@@ -752,15 +708,15 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
{
key: 'intReceivablesGlAccountId',
label: 'Int. Receivables GL A/c',
inputLabel: 'Int Receivables GL A/c',
inputLabel: 'Int. Receivables GL A/c',
controlName: 'intReceivablesGlAccountId',
options: this.assetAccountData,
required: true
required: false
},
{
key: 'deafIntPayableGlAccountId',
label: 'Deaf Int. Payble GL A/c',
inputLabel: 'Deaf Int Payble GL A/c',
inputLabel: 'Deaf Int. Payble GL A/c',
controlName: 'deafIntPayableGlAccountId',
options: this.assetAccountData,
required: false
@@ -768,7 +724,7 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
{
key: 'intOverdueReserveAccountId',
label: 'Int. Overdue Reserve A/c (AS)',
inputLabel: 'Int Overdue Reserve A/c',
inputLabel: 'Int. Overdue Reserve A/c',
controlName: 'intOverdueReserveAccountId',
options: this.assetAccountData,
required: false
@@ -780,38 +736,6 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
controlName: 'rdMaturedGlAccountId',
options: this.assetAccountData,
required: false
},
{
key: 'glAccountId',
label: 'GL A/c No.',
inputLabel: 'GL A/c No',
controlName: 'glAccountId',
options: this.assetAccountData,
required: true
},
{
key: 'inoperativeGlAccountId',
label: 'InOperative GL A/c',
inputLabel: 'InOperative GL A/c',
controlName: 'inoperativeGlAccountId',
options: this.assetAccountData,
required: true
},
{
key: 'creditBalanceAssetGlAccountId',
label: 'Cr.Balance Asset GL A/c',
inputLabel: 'Cr Balance Asset GL A/c',
controlName: 'creditBalanceAssetGlAccountId',
options: this.assetAccountData,
required: false
},
{
key: 'overdueAccountsGlAccountId',
label: 'Overdue Accounts GL A/c No.',
inputLabel: 'Overdue Accounts GL A/c No',
controlName: 'overdueAccountsGlAccountId',
options: this.assetAccountData,
required: false
}
],
otherMappingsControlName: 'assetsOtherGlMappings',
@@ -924,18 +848,10 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
{
key: 'penalIntCrGlAccountId',
label: 'Penal Int. Cr. GL A/c',
inputLabel: 'Penal Int Cr GL A/c',
inputLabel: 'Penal Int. Cr. GL A/c',
controlName: 'penalIntCrGlAccountId',
options: this.incomeAccountData,
required: false
},
{
key: 'icChargeGlAccountId',
label: 'I.C. Charge GL A/c No.',
inputLabel: 'IC Charge GL A/c No',
controlName: 'icChargeGlAccountId',
options: this.incomeAccountData,
required: false
}
],
otherMappingsControlName: 'incomeOtherGlMappings',
@@ -987,14 +903,6 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
options: this.expenseAccountData,
required: true,
deferredBuyDownMerchantOnly: true
},
{
key: 'rebateGlAccountId',
label: 'Rebate GL A/c No.',
inputLabel: 'Rebate GL A/c No',
controlName: 'rebateGlAccountId',
options: this.expenseAccountData,
required: false
}
],
otherMappingsControlName: 'expensesOtherGlMappings',
@@ -1026,10 +934,10 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
{
key: 'intPayableGlAccountId',
label: 'Int. Payable GL A/c',
inputLabel: 'Int Payable GL A/c',
inputLabel: 'Int. Payable GL A/c',
controlName: 'intPayableGlAccountId',
options: this.liabilityAccountData,
required: true
required: false
},
{
key: 'undebitedInterestAccountId',
@@ -1038,14 +946,6 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
controlName: 'undebitedInterestAccountId',
options: this.liabilityAccountData,
required: false
},
{
key: 'creditBalanceLiabilityGlAccountId',
label: 'Cr.Balance Liability GL A/c',
inputLabel: 'Cr Balance Liability GL A/c',
controlName: 'creditBalanceLiabilityGlAccountId',
options: this.liabilityAccountData,
required: false
}
],
otherMappingsControlName: 'liabilitiesOtherGlMappings',
@@ -6,11 +6,7 @@
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<!--
Charges & Overdue Charges (native Fineract charge-picker sections) are temporarily
disabled — not currently in use (no matching backend charge data / not part of the
active workflow). Re-enable by removing this comment block when needed.
<!-- Charges -->
<div class="lpch-section">
<div class="lpch-section__header">
<i class="fas fa-receipt"></i>
@@ -93,6 +89,7 @@
</div>
</div>
<!-- Overdue Charges -->
<div class="lpch-section">
<div class="lpch-section__header">
<i class="fas fa-exclamation-circle"></i>
@@ -174,174 +171,3 @@
}
</div>
</div>
-->
<!-- Additional Charges (legacy Page 2/Page 4 charge fields) -->
<form [formGroup]="legacyChargesForm">
<div class="lpch-section">
<div class="lpch-section__header">
<i class="fas fa-money-check"></i>
<h3>Cheque &amp; Standing Instruction Charges</h3>
</div>
<div class="lpch-section__body lpch-grid-4">
<mat-form-field appearance="outline">
<mat-label>Chq. Book Charge</mat-label>
<mat-select formControlName="chequeBookChargeEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Chq. Return Charge</mat-label>
<mat-select formControlName="chequeReturnChargeEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>I.C. Charge Debit</mat-label>
<mat-select formControlName="icChargeDebitEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Cash Bundle Charge</mat-label>
<mat-select formControlName="cashBundleChargeEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Cash Bundle Charge With PAN Limit</mat-label>
<input matInput type="number" formControlName="cashBundleChargeWithPanLimit" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Per Cheque Entry Charge</mat-label>
<input matInput type="number" formControlName="perChequeEntryCharge" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Per Cheque Entry Service Charge</mat-label>
<input matInput type="number" formControlName="perChequeEntryServiceCharge" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Per Inward Cheque Entry Charge</mat-label>
<input matInput type="number" formControlName="perInwardChequeEntryCharge" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Per Outward Cheque Entry Charge</mat-label>
<input matInput type="number" formControlName="perOutwardChequeEntryCharge" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Creditor Standing Instr. Fail Charge</mat-label>
<input matInput type="number" formControlName="creditorStandingInstructionFailCharge" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Debtor Standing Instr. Fail Charge</mat-label>
<input matInput type="number" formControlName="debtorStandingInstructionFailCharge" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Calculate Daily Against Clearing Charge</mat-label>
<mat-select formControlName="calculateDailyAgainstClearingCharge">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
</div>
</div>
<div class="lpch-section">
<div class="lpch-section__header">
<i class="fas fa-wallet"></i>
<h3>Minimum Balance Charges</h3>
</div>
<div class="lpch-section__body lpch-grid-4">
<mat-form-field appearance="outline">
<mat-label>Minimum Balance Checking</mat-label>
<mat-select formControlName="minimumBalanceCheckingType">
<mat-option value="STRICT">Strict</mat-option>
<mat-option value="AVERAGE">Average</mat-option>
<mat-option value="LENIENT">Lenient</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Auto Minimum Balance Charge</mat-label>
<mat-select formControlName="autoMinimumBalanceCharge">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Calculate Daily Min. Balance Charges</mat-label>
<mat-select formControlName="calculateDailyMinimumBalanceCharges">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Minimum Balance Charge</mat-label>
<mat-select formControlName="minimumBalanceChargeEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Min. Balance Charge (Rs.)</mat-label>
<input matInput type="number" formControlName="minimumBalanceChargeAmount" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Min. Balance Charge For Cheque Issue (Rs.)</mat-label>
<input matInput type="number" formControlName="minimumBalanceChargeForChequeIssue" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Min. Balance Charge Method</mat-label>
<mat-select formControlName="minimumBalanceChargeMethod">
<mat-option value="FLAT">Flat</mat-option>
<mat-option value="SLAB">Slab</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Months After Min. Balance Charge Calculate</mat-label>
<input matInput type="number" formControlName="monthsAfterMinBalanceChargeCalculate" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>For Cheque Issue</mat-label>
<input matInput type="number" formControlName="forChequeIssue" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>For Cheque Issue (Avg.)</mat-label>
<input matInput type="number" formControlName="forChequeIssueAvg" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>For Withdrawal Slip</mat-label>
<input matInput type="number" formControlName="forWithdrawalSlip" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>For Withdrawal Slip (Avg.)</mat-label>
<input matInput type="number" formControlName="forWithdrawalSlipAvg" />
</mat-form-field>
</div>
</div>
</form>
@@ -88,27 +88,3 @@ $gray-900: #202124;
.lpch-table {
width: 100%;
}
.lpch-section__body {
display: grid;
grid-template-columns: repeat(2, 1fr);
align-items: start;
gap: 18px 16px;
padding: 20px 24px;
@media (width <= 600px) {
grid-template-columns: 1fr;
}
}
.lpch-section__body.lpch-grid-4 {
grid-template-columns: repeat(4, 1fr);
@media (width <= 1100px) {
grid-template-columns: repeat(2, 1fr);
}
@media (width <= 600px) {
grid-template-columns: 1fr;
}
}
@@ -7,8 +7,7 @@
*/
import { Component, Input, OnInit, inject } from '@angular/core';
import { UntypedFormControl, UntypedFormBuilder, UntypedFormGroup, ReactiveFormsModule } from '@angular/forms';
import { patchCustomFields } from '../../loan-product-custom-fields';
import { UntypedFormControl } from '@angular/forms';
import { MatDialog } from '@angular/material/dialog';
import { TranslateService } from '@ngx-translate/core';
@@ -52,16 +51,12 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatRow,
ChargesFilterPipe,
ChargesPenaltyFilterPipe,
FormatNumberPipe,
ReactiveFormsModule
FormatNumberPipe
]
})
export class LoanProductChargesStepComponent implements OnInit {
dialog = inject(MatDialog);
private translateService = inject(TranslateService);
private formBuilder = inject(UntypedFormBuilder);
legacyChargesForm: UntypedFormGroup;
@Input() loanProductsTemplate: any;
@Input() currencyCode: UntypedFormControl;
@@ -81,48 +76,6 @@ export class LoanProductChargesStepComponent implements OnInit {
pristine = true;
constructor() {
this.createLegacyChargesForm();
}
createLegacyChargesForm() {
this.legacyChargesForm = this.formBuilder.group({
// Cheque-related charges (legacy "A/c Mas Scr2 Para")
chequeBookChargeEnabled: ['NO'],
chequeReturnChargeEnabled: ['NO'],
icChargeDebitEnabled: ['NO'],
cashBundleChargeEnabled: ['NO'],
cashBundleChargeWithPanLimit: [''],
// Cheque transaction charges (legacy Page 4)
perChequeEntryCharge: [''],
perChequeEntryServiceCharge: [''],
perInwardChequeEntryCharge: [''],
perOutwardChequeEntryCharge: [''],
// Standing Instruction fail charges (legacy Page 4)
creditorStandingInstructionFailCharge: [''],
debtorStandingInstructionFailCharge: [''],
// Minimum Balance Information (legacy Page 2 + Page 4)
minimumBalanceCheckingType: [''],
autoMinimumBalanceCharge: [''],
calculateDailyMinimumBalanceCharges: ['NO'],
minimumBalanceChargeEnabled: ['NO'],
minimumBalanceChargeAmount: [''],
minimumBalanceChargeForChequeIssue: [''],
minimumBalanceChargeMethod: [''],
monthsAfterMinBalanceChargeCalculate: [''],
forChequeIssue: [''],
forChequeIssueAvg: [''],
forWithdrawalSlip: [''],
forWithdrawalSlipAvg: [''],
// Against Clearing charge (legacy Page 4)
calculateDailyAgainstClearingCharge: ['NO']
});
}
ngOnInit() {
this.chargeData = this.loanProductsTemplate.chargeOptions;
this.overdueChargeData = this.loanProductsTemplate.penaltyOptions
@@ -136,10 +89,6 @@ export class LoanProductChargesStepComponent implements OnInit {
this.currencyCode.valueChanges.subscribe(() => (this.chargesDataSource = []));
this.multiDisburseLoan.valueChanges.subscribe(() => (this.chargesDataSource = []));
// Repopulate the legacy "Account Type Creation" fields saved against this product.
// Last, so a value actually stored wins over any default set above.
patchCustomFields(this.legacyChargesForm, this.loanProductsTemplate);
}
addCharge(charge: any) {
@@ -163,8 +112,7 @@ export class LoanProductChargesStepComponent implements OnInit {
get loanProductCharges() {
return {
charges: this.chargesDataSource,
...this.legacyChargesForm.value
charges: this.chargesDataSource
};
}
}
@@ -1,11 +0,0 @@
{
"folders": [
{
"path": "../../../../../.."
},
{
"path": "../../../../../../../cbsnexora-backend"
}
],
"settings": {}
}
@@ -7,144 +7,40 @@
-->
<form [formGroup]="loanProductDetailsForm">
<!-- Product Classification + General Information — merged single section, 2-column layout -->
<div class="lpd-section">
<div class="lpd-section__header">
<i class="fas fa-info-circle"></i>
<h3>General Information</h3>
<h3>{{ 'labels.inputs.Product Name' | translate }} &amp; {{ 'labels.inputs.Description' | translate }}</h3>
</div>
<div class="lpd-two-col">
<div class="lpd-two-col__column">
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Account Type Group</mat-label>
<mat-select formControlName="productTypeGroup">
@for (group of productTypeGroups; track group.id) {
<mat-option [value]="group.id">{{ group.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<div class="lpd-grid">
<mat-form-field appearance="outline" class="lpd-field lpd-field--full">
<mat-label>{{ 'labels.inputs.Product Name' | translate }}</mat-label>
<input
matInput
formControlName="name"
matTooltip="{{ 'tooltips.Product name is a unique identifier' | translate }}"
required
/>
<mat-error>
{{ 'labels.inputs.Product Name' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</mat-form-field>
@if (availableSubGroups.length) {
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Product Type Sub Group</mat-label>
<mat-select formControlName="productTypeSubGroup">
@for (subGroup of availableSubGroups; track subGroup.id) {
<mat-option [value]="subGroup.id">{{ subGroup.label }}</mat-option>
}
</mat-select>
</mat-form-field>
}
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>A/c. Type Description</mat-label>
<input
matInput
formControlName="name"
matTooltip="{{ 'tooltips.Product name is a unique identifier' | translate }}"
required
/>
<mat-error>
{{ 'labels.inputs.Product Name' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>{{ 'labels.inputs.Short Name' | translate }}</mat-label>
<input
matInput
formControlName="shortName"
maxlength="4"
matTooltip="{{ 'tooltips.Short name is a unique identifier' | translate }}"
required
/>
<mat-error>
{{ 'labels.inputs.Short Name' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>A/c Type Code</mat-label>
<input matInput formControlName="accountTypeCode" maxlength="2" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>MICR Trn. Code</mat-label>
<input matInput formControlName="micrTransactionCode" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Reserved Code Srno For ECS</mat-label>
<input matInput formControlName="reservedEcsSerialNumber" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Reverse ECS No.</mat-label>
<input matInput formControlName="reverseEcsNumber" />
</mat-form-field>
</div>
<div class="lpd-two-col__column">
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Lock Cheque Info</mat-label>
<mat-select formControlName="lockChequeInfoEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Lock Page 2 Info</mat-label>
<mat-select formControlName="lockPageTwoInfoEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field" (click)="computerizationDatePicker.open()">
<mat-label>Computerization Date</mat-label>
<input
matInput
[min]="minDate"
[max]="maxDate"
[matDatepicker]="computerizationDatePicker"
formControlName="computerizationDate"
/>
<mat-datepicker-toggle matSuffix [for]="computerizationDatePicker"></mat-datepicker-toggle>
<mat-datepicker #computerizationDatePicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>PFMS Account Type</mat-label>
<input matInput formControlName="pfmsAccountType" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Chq. Print Description</mat-label>
<input matInput formControlName="chequePrintDescription" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>POS A/c Type Description</mat-label>
<input matInput formControlName="posAccountTypeDescription" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Renewal Dt. Add Months</mat-label>
<input matInput type="number" formControlName="renewalDateAddMonths" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Renewal Grace Days</mat-label>
<input matInput type="number" formControlName="renewalGraceDays" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Doc. Renewal Dt. Add Months</mat-label>
<input matInput type="number" formControlName="documentRenewalDateAddMonths" />
</mat-form-field>
</div>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>{{ 'labels.inputs.Short Name' | translate }}</mat-label>
<input
matInput
formControlName="shortName"
maxlength="4"
matTooltip="{{ 'tooltips.Short name is a unique identifier' | translate }}"
required
/>
<mat-error>
{{ 'labels.inputs.Short Name' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</mat-form-field>
</div>
</div>
@@ -201,94 +97,86 @@
<i class="fas fa-percentage"></i>
<h3>Interest Information</h3>
</div>
<div class="lpd-two-col">
<div class="lpd-two-col__column">
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Debit Int. Calculation</mat-label>
<mat-select formControlName="debitIntCalculation">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Separate Penal Int.</mat-label>
<mat-select formControlName="separatePenalInterest">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Final Int. Rounding</mat-label>
<mat-select formControlName="finalIntRounding">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (loanProductDetailsForm.get('finalIntRounding')?.value) {
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Rounding UpTo</mat-label>
<input matInput type="number" formControlName="roundingUpTo" min="0" />
</mat-form-field>
}
</div>
<div class="lpd-two-col__column">
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Credit Int. Calculation</mat-label>
<mat-select formControlName="creditIntCalculation">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Sub A/c Type Balance</mat-label>
<mat-select formControlName="subAccountTypeBalance">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
</div>
<div class="lpd-info-note">
<i class="fas fa-circle-info"></i>
GL Account mappings for these fields (Int. Receivables, Penal Int. Cr., RD Matured, Int. Payable, Deaf Int.
Payable, Int. Overdue Reserve, UnDebited Interest) are available in the <strong>Accounting</strong> tab.
</div>
</div>
<!-- PPS Limit & Write Off Details (legacy Page 1 bottom fields) -->
<div class="lpd-section">
<div class="lpd-section__header">
<i class="fas fa-ban"></i>
<h3>PPS Limit &amp; Write Off Details</h3>
</div>
<div class="lpd-grid">
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>PPS Limit</mat-label>
<input matInput type="number" formControlName="ppsLimit" />
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Is this Actyp Write Off?</mat-label>
<mat-select formControlName="isWriteOffAccountType">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
<mat-label>Debit Int. Calculation</mat-label>
<mat-select formControlName="debitIntCalculation">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (loanProductDetailsForm.get('isWriteOffAccountType')?.value === 'YES') {
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Separate Penal Int.</mat-label>
<mat-select formControlName="separatePenalInterest">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Credit Int. Calculation</mat-label>
<mat-select formControlName="creditIntCalculation">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Sub A/c Type Balance</mat-label>
<mat-select formControlName="subAccountTypeBalance">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Final Int. Rounding</mat-label>
<mat-select formControlName="finalIntRounding">
@for (opt of yesNoOptions; track opt.value) {
<mat-option [value]="opt.value">{{ opt.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (loanProductDetailsForm.get('finalIntRounding')?.value) {
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Write Off Actyp</mat-label>
<input matInput formControlName="writeOffAccountTypeCode" />
<mat-label>Rounding UpTo</mat-label>
<input matInput type="number" formControlName="roundingUpTo" min="0" />
</mat-form-field>
}
</div>
</div>
<!-- Product Classification + GL Account — combined section -->
<div class="lpd-section">
<div class="lpd-section__header">
<i class="fas fa-sitemap"></i>
<h3>Product Classification</h3>
</div>
<div class="lpd-grid">
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>Product Type Group</mat-label>
<mat-select formControlName="productTypeGroup">
@for (group of productTypeGroups; track group.id) {
<mat-option [value]="group.id">{{ group.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (loanProductDetailsForm.get('productTypeGroup')?.value) {
<mat-form-field appearance="outline" class="lpd-field">
<mat-label>GL Account ({{ glClassificationLabel }})</mat-label>
<mat-select formControlName="glAccount">
@for (acc of availableGlAccounts; track acc.id) {
<mat-option [value]="acc.id"> ({{ acc.glCode }}) {{ acc.name }} </mat-option>
}
</mat-select>
<mat-error>GL Account is required</mat-error>
</mat-form-field>
}
</div>
@@ -46,10 +46,9 @@ $gray-900: #202124;
.lpd-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
align-items: start;
gap: 18px 16px;
padding: 20px 24px;
grid-template-columns: repeat(2, 1fr);
gap: 4px 16px;
padding: 16px 24px;
@media (width <= 600px) {
grid-template-columns: 1fr;
@@ -58,7 +57,6 @@ $gray-900: #202124;
.lpd-field {
width: 100%;
min-width: 0;
&--full {
grid-column: 1 / -1;
@@ -71,43 +69,6 @@ $gray-900: #202124;
padding: 4px 0;
}
// Two independent vertical columns of fields, side by side
.lpd-two-col {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 4px 40px;
padding: 20px 24px;
align-items: start;
@media (width <= 700px) {
grid-template-columns: 1fr;
}
&__column {
display: flex;
flex-direction: column;
}
}
.lpd-info-note {
display: flex;
align-items: flex-start;
gap: 8px;
margin: 0 24px 16px;
padding: 10px 14px;
background: #eff6ff;
border: 1px solid #bfdbfe;
border-radius: 8px;
font-size: 12.5px;
color: #1e3a8a;
line-height: 1.5;
i {
color: #2563eb;
margin-top: 2px;
}
}
// GL Section
.lpd-gl-section {
border-top: 2px solid #e0f2fe;
@@ -7,9 +7,8 @@
*/
/** Angular Imports */
import { Component, OnInit, Input, Output, EventEmitter, inject } from '@angular/core';
import { Component, OnInit, Input, inject } from '@angular/core';
import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
import { CUSTOM_DATE_FIELDS, patchCustomFields } from '../../loan-product-custom-fields';
import { Dates } from 'app/core/utils/dates';
/** Custom Services */
@@ -34,7 +33,6 @@ export class LoanProductDetailsStepComponent implements OnInit {
private settingsService = inject(SettingsService);
@Input() loanProductsTemplate: any;
@Output() productSubGroupChange = new EventEmitter<string>();
loanProductDetailsForm: UntypedFormGroup;
@@ -51,10 +49,6 @@ export class LoanProductDetailsStepComponent implements OnInit {
this.createLoanProductDetailsForm();
}
assetAccountOptions: any[] = [];
incomeAccountOptions: any[] = [];
liabilityAccountOptions: any[] = [];
ngOnInit() {
this.loanProductDetailsForm.patchValue({
name: this.loanProductsTemplate.name,
@@ -64,6 +58,10 @@ export class LoanProductDetailsStepComponent implements OnInit {
closeDate: this.loanProductsTemplate.closeDate && new Date(this.loanProductsTemplate.closeDate)
});
const mappingOptions = this.loanProductsTemplate?.accountingMappingOptions ?? {};
this.assetAccountOptions = mappingOptions.assetAccountOptions ?? [];
this.liabilityAccountOptions = mappingOptions.liabilityAccountOptions ?? [];
this.loanProductDetailsForm.patchValue({
debitIntCalculation: this.loanProductsTemplate.debitIntCalculation ?? false,
separatePenalInterest: this.loanProductsTemplate.separatePenalInterest ?? false,
@@ -72,63 +70,66 @@ export class LoanProductDetailsStepComponent implements OnInit {
finalIntRounding: this.loanProductsTemplate.finalIntRounding ?? false,
roundingUpTo: this.loanProductsTemplate.roundingUpTo ?? null
});
const mappingOptions = this.loanProductsTemplate?.accountingMappingOptions ?? {};
this.assetAccountOptions = mappingOptions.assetAccountOptions ?? [];
this.incomeAccountOptions = mappingOptions.incomeAccountOptions ?? [];
this.liabilityAccountOptions = mappingOptions.liabilityAccountOptions ?? [];
const accountingMappings = this.loanProductsTemplate?.accountingMappings;
if (accountingMappings) {
this.loanProductDetailsForm.patchValue({
intReceivablesGlAccountId: accountingMappings.intReceivablesGlAccount?.id || '',
penalIntCrGlAccountId: accountingMappings.penalIntCrGlAccount?.id || '',
rdMaturedGlAccountId: accountingMappings.rdMaturedGlAccount?.id || '',
intPayableGlAccountId: accountingMappings.intPayableGlAccount?.id || '',
deafIntPayableGlAccountId: accountingMappings.deafIntPayableGlAccount?.id || '',
intOverdueReserveAccountId: accountingMappings.intOverdueReserveAccount?.id || '',
undebitedInterestAccountId: accountingMappings.undebitedInterestAccount?.id || ''
});
}
// Repopulate the legacy "Account Type Creation" fields saved against this product.
// Last, so a value actually stored wins over any default set above.
patchCustomFields(this.loanProductDetailsForm, this.loanProductsTemplate);
}
/** Product Classification data */
readonly productTypeGroups = [
{ id: 'advances', label: 'Advances A/C' },
{ id: 'loans', label: 'Loans A/C' }
{ id: 'loans', label: 'Loan' },
{ id: 'advanced', label: 'Advanced' }
];
readonly productTypeSubGroups: Record<string, { id: string; label: string }[]> = {
// Renewable, Drawing-Power/limit-based revolving credit facilities
advances: [
{ id: 'cc', label: 'Cash Credit (CC)' },
{ id: 'overdraft', label: 'Overdraft (OD)' },
{ id: 'gold', label: 'Gold Loan' },
{ id: 'warehouse', label: 'Warehouse Receipt / Pledge Loan' },
{ id: 'kcc', label: 'Kisan Credit Card (KCC)' },
{ id: 'bills', label: 'Bills Purchased / Discounted' }
],
// Fixed disbursement, fixed tenure, EMI-based term credit facilities
loans: [
{ id: 'term', label: 'Term Loan / Long Term Loan' },
{ id: 'personal', label: 'Personal Loan' },
{ id: 'housing', label: 'Housing Loan' },
{ id: 'vehicle', label: 'Vehicle Loan' },
{ id: 'education', label: 'Education Loan' },
{ id: 'business', label: 'Business / MSME Term Loan' },
{ id: 'gold_emi', label: 'Gold EMI Loan' }
{ id: 'emi', label: 'EMI' },
{ id: 'cc', label: 'CC (Cash Credit)' },
{ id: 'overdraft', label: 'Overdraft' },
{ id: 'warehouse', label: 'Warehouse' },
{ id: 'gold', label: 'Gold' }
],
advanced: [
{ id: 'fd', label: 'FD (Fixed Deposit)' },
{ id: 'rd', label: 'RD (Recurring Deposit)' }
]
};
/** Default GL per product type group */
private readonly glDefaultMap: Record<string, string> = {
loans: 'asset',
advanced: 'asset'
};
get availableSubGroups() {
const group = this.loanProductDetailsForm.get('productTypeGroup')?.value;
return group ? (this.productTypeSubGroups[group] ?? []) : [];
}
get glOptions(): string[] {
return [
'asset',
'liability'
];
}
assetAccountOptions: any[] = [];
liabilityAccountOptions: any[] = [];
get availableGlAccounts(): any[] {
const type = this.loanProductDetailsForm.get('glClassification')?.value;
if (type === 'asset') return this.assetAccountOptions;
if (type === 'liability') return this.liabilityAccountOptions;
return [];
}
get glClassificationLabel(): string {
const type = this.loanProductDetailsForm.get('glClassification')?.value;
return type === 'liability' ? 'Liability' : 'Asset';
}
get selectedGroupLabel(): string {
const group = this.loanProductDetailsForm.get('productTypeGroup')?.value;
return this.productTypeGroups.find((g) => g.id === group)?.label ?? '';
}
readonly yesNoOptions = [
{ value: true, label: 'YES' },
{ value: false, label: 'NO' }
@@ -149,46 +150,28 @@ export class LoanProductDetailsStepComponent implements OnInit {
closeDate: [''],
productTypeGroup: [''],
productTypeSubGroup: [''],
glClassification: ['asset'],
glAccount: [''],
debitIntCalculation: [false],
separatePenalInterest: [false],
creditIntCalculation: [false],
subAccountTypeBalance: [false],
finalIntRounding: [false],
roundingUpTo: [null],
// General Information (legacy Page 1 header fields)
accountTypeCode: [''],
micrTransactionCode: [''],
reservedEcsSerialNumber: [''],
reverseEcsNumber: [''],
lockChequeInfoEnabled: ['NO'],
lockPageTwoInfoEnabled: ['NO'],
computerizationDate: [''],
chequePrintDescription: [''],
posAccountTypeDescription: [''],
pfmsAccountType: [''],
renewalDateAddMonths: [''],
renewalGraceDays: [''],
documentRenewalDateAddMonths: [''],
// PPS Limit & Write Off Details
ppsLimit: [''],
isWriteOffAccountType: ['NO'],
writeOffAccountTypeCode: ['']
roundingUpTo: [null]
});
this.loanProductDetailsForm.get('productTypeSubGroup')?.valueChanges.subscribe((subGroup: string) => {
this.productSubGroupChange.emit(subGroup);
// Auto-set GL based on product type group
this.loanProductDetailsForm.get('productTypeGroup')?.valueChanges.subscribe((group: string) => {
const defaultVal = this.glDefaultMap[group] ?? 'asset';
this.loanProductDetailsForm.get('glClassification')?.setValue(defaultVal);
this.loanProductDetailsForm.get('glAccount')?.setValue('');
});
}
get loanProductDetails() {
// getRawValue() rather than value: it returns a fresh object, so the date reformatting below
// cannot write back into the form's own cached value, and any control disabled later still
// reaches the preview step instead of silently vanishing from it.
const loanProductDetailsFormData = this.loanProductDetailsForm.getRawValue();
const prevStartDate: Date = loanProductDetailsFormData.startDate;
const prevCloseDate: Date = loanProductDetailsFormData.closeDate;
const loanProductDetailsFormData = this.loanProductDetailsForm.value;
const prevStartDate: Date = this.loanProductDetailsForm.value.startDate;
const prevCloseDate: Date = this.loanProductDetailsForm.value.closeDate;
const dateFormat = this.settingsService.dateFormat;
if (loanProductDetailsFormData.startDate instanceof Date) {
loanProductDetailsFormData.startDate = this.dateUtils.formatDate(prevStartDate, dateFormat) || '';
@@ -196,17 +179,6 @@ export class LoanProductDetailsStepComponent implements OnInit {
if (loanProductDetailsFormData.closeDate instanceof Date) {
loanProductDetailsFormData.closeDate = this.dateUtils.formatDate(prevCloseDate, dateFormat) || '';
}
// The legacy date fields need the same treatment: their control holds a Date, but the API parses
// them against the dateFormat sent alongside, and rejects the raw value outright. Driven off
// CUSTOM_DATE_FIELDS rather than named here, so a legacy date added later is covered too.
for (const field of CUSTOM_DATE_FIELDS) {
const value = loanProductDetailsFormData[field];
if (value instanceof Date) {
loanProductDetailsFormData[field] = this.dateUtils.formatDate(value, dateFormat) || '';
}
}
return loanProductDetailsFormData;
}
}
@@ -235,361 +235,209 @@
</div>
</div>
<mat-accordion class="lps-accordion" multi="true">
@if (showChequeBookSettings) {
<mat-expansion-panel [expanded]="true">
<mat-expansion-panel-header>
<mat-panel-title>
<i class="fas fa-money-check lps-section__icon"></i>
Cheque Book Settings
</mat-panel-title>
</mat-expansion-panel-header>
<div class="lps-section__body lps-grid-4">
<mat-form-field appearance="outline">
<mat-label>Cheque Book Issue Enabled</mat-label>
<mat-select formControlName="chequeBookIssueEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<!-- Cheque Book Settings -->
<div class="lps-section">
<div class="lps-section__header">
<i class="fas fa-money-check lps-section__icon"></i>
<h3 class="lps-section__title">Cheque Book Settings</h3>
</div>
<div class="lps-section__body lps-grid-4">
<mat-form-field appearance="outline">
<mat-label>Cheque Book Issue Enabled</mat-label>
<mat-select formControlName="chequeBookIssueEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Cheque Validation Required</mat-label>
<mat-select formControlName="chequeValidationRequired">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Cheque Validation Required</mat-label>
<mat-select formControlName="chequeValidationRequired">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is First Cheque Book Free</mat-label>
<mat-select formControlName="isFirstChequeBookFree">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is First Cheque Book Free</mat-label>
<mat-select formControlName="isFirstChequeBookFree">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Cheque Printing Account Type</mat-label>
<mat-select formControlName="chequePrintingAccountType">
<mat-option value="SAVINGS_BANK">Savings Bank</mat-option>
<mat-option value="CURRENT_ACCOUNT">Current Account</mat-option>
<mat-option value="CASH_CREDIT">Cash Credit</mat-option>
<mat-option value="OVERDRAFT">Overdraft</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Cheque Printing Account Type</mat-label>
<mat-select formControlName="chequePrintingAccountType">
<mat-option value="SAVINGS_BANK">Savings Bank</mat-option>
<mat-option value="CURRENT_ACCOUNT">Current Account</mat-option>
<mat-option value="CASH_CREDIT">Cash Credit</mat-option>
<mat-option value="OVERDRAFT">Overdraft</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Allow Withdrawal Slip Usage</mat-label>
<mat-select formControlName="allowWithdrawalSlipUsage">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Allow Withdrawal Slip Usage</mat-label>
<mat-select formControlName="allowWithdrawalSlipUsage">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Maintain Cheque Book Stock Registry</mat-label>
<mat-select formControlName="maintainChequeBookStockRegistry">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Maintain Cheque Book Stock Registry</mat-label>
<mat-select formControlName="maintainChequeBookStockRegistry">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Free Cheque Books Per Year</mat-label>
<input type="number" matInput formControlName="freeChequeBooksPerYear" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Free Cheque Books Per Year</mat-label>
<input type="number" matInput formControlName="freeChequeBooksPerYear" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Allow Credit By Cheque Number</mat-label>
<mat-select formControlName="allowCreditByChequeNumber">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Allow Credit By Cheque Number</mat-label>
<mat-select formControlName="allowCreditByChequeNumber">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Credit Cheque Validation Required</mat-label>
<mat-select formControlName="creditChequeValidationRequired">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Credit Cheque Validation Required</mat-label>
<mat-select formControlName="creditChequeValidationRequired">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Grace Days For Stock Statement</mat-label>
<input type="number" matInput formControlName="graceDaysForStockStatement" />
</mat-form-field>
</div>
</mat-expansion-panel>
}
<mat-form-field appearance="outline">
<mat-label>Grace Days For Stock Statement</mat-label>
<input type="number" matInput formControlName="graceDaysForStockStatement" />
</mat-form-field>
</div>
</div>
<mat-expansion-panel [expanded]="true">
<mat-expansion-panel-header>
<mat-panel-title>
<i class="fas fa-cogs lps-section__icon"></i>
Additional Product Settings
</mat-panel-title>
</mat-expansion-panel-header>
<div class="lps-section__body lps-grid-4">
<mat-form-field appearance="outline">
<mat-label>Account Type Active For Transactions</mat-label>
<mat-select formControlName="accountTypeActiveForTransactions">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<!-- Additional Product Settings -->
<div class="lps-section">
<div class="lps-section__header">
<i class="fas fa-cogs lps-section__icon"></i>
<h3 class="lps-section__title">Additional Product Settings</h3>
</div>
<div class="lps-section__body lps-grid-4">
<mat-form-field appearance="outline">
<mat-label>Account Type Active For Transactions</mat-label>
<mat-select formControlName="accountTypeActiveForTransactions">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Sub Type Activity Enabled</mat-label>
<mat-select formControlName="subTypeActivityEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Sub Type Activity Enabled</mat-label>
<mat-select formControlName="subTypeActivityEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Account Opening Charges</mat-label>
<input type="number" matInput formControlName="accountOpeningCharges" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Account Opening Charges</mat-label>
<input type="number" matInput formControlName="accountOpeningCharges" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Maximum Gold Loan Limit</mat-label>
<input type="number" matInput formControlName="maximumGoldLoanLimit" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Maximum Gold Loan Limit</mat-label>
<input type="number" matInput formControlName="maximumGoldLoanLimit" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Gold Loan [Packet No.] With Year?</mat-label>
<mat-select formControlName="goldLoanPacketNumberWithYearEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Last Account Number Opened</mat-label>
<input type="text" matInput formControlName="lastAccountNumberOpened" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Last Account Number Opened</mat-label>
<input type="text" matInput formControlName="lastAccountNumberOpened" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Customer Termination Allowed</mat-label>
<mat-select formControlName="customerTerminationAllowed">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Customer Termination Allowed</mat-label>
<mat-select formControlName="customerTerminationAllowed">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Charges For Cash Credit Above Limit</mat-label>
<input type="number" matInput formControlName="chargesForCashCreditAboveLimit" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Charges For Cash Credit Above Limit</mat-label>
<input type="number" matInput formControlName="chargesForCashCreditAboveLimit" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Death Interest GL Account</mat-label>
<input type="text" matInput formControlName="deathInterestGLAccount" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Death Interest GL Account</mat-label>
<input type="text" matInput formControlName="deathInterestGLAccount" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Starting Ledger Number</mat-label>
<input type="number" matInput formControlName="startingLedgerNumber" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Starting Ledger Number</mat-label>
<input type="number" matInput formControlName="startingLedgerNumber" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Ending Ledger Number</mat-label>
<input type="number" matInput formControlName="endingLedgerNumber" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Ending Ledger Number</mat-label>
<input type="number" matInput formControlName="endingLedgerNumber" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Current Ledger Number</mat-label>
<input type="number" matInput formControlName="currentLedgerNumber" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Current Ledger Number</mat-label>
<input type="number" matInput formControlName="currentLedgerNumber" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Remittance Account Number</mat-label>
<input type="text" matInput formControlName="remittanceAccountNumber" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Remittance Account Number</mat-label>
<input type="text" matInput formControlName="remittanceAccountNumber" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is Non Resident Indian Account</mat-label>
<mat-select formControlName="isNonResidentIndianAccount">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is Non Resident Indian Account</mat-label>
<mat-select formControlName="isNonResidentIndianAccount">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Debit Clearing GL Account</mat-label>
<input type="text" matInput formControlName="debitClearingGLAccount" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Debit Clearing GL Account</mat-label>
<input type="text" matInput formControlName="debitClearingGLAccount" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Missed Call Alert Service Active</mat-label>
<mat-select formControlName="missedCallAlertServiceActive">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Missed Call Alert Service Active</mat-label>
<mat-select formControlName="missedCallAlertServiceActive">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Standing Instruction Charge GL Account</mat-label>
<input type="text" matInput formControlName="standingInstructionChargeGLAccount" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Standing Instruction Charge GL Account</mat-label>
<input type="text" matInput formControlName="standingInstructionChargeGLAccount" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Standing Instruction Debit Charge Skip Option</mat-label>
<mat-select formControlName="standingInstructionDebitChargeSkipOption">
<mat-option value="SKIP_ALWAYS">Skip Always</mat-option>
<mat-option value="SKIP_ON_FIRST_FAILURE">Skip on First Failure</mat-option>
<mat-option value="NEVER_SKIP">Never Skip</mat-option>
<mat-option value="RETRY_AFTER_24_HOURS">Retry after 24 Hours</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Standing Instruction Debit Charge Skip Option</mat-label>
<mat-select formControlName="standingInstructionDebitChargeSkipOption">
<mat-option value="SKIP_ALWAYS">Skip Always</mat-option>
<mat-option value="SKIP_ON_FIRST_FAILURE">Skip on First Failure</mat-option>
<mat-option value="NEVER_SKIP">Never Skip</mat-option>
<mat-option value="RETRY_AFTER_24_HOURS">Retry after 24 Hours</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Opening Balance Multiplier For Remittance Charges</mat-label>
<input type="number" matInput formControlName="openingBalanceMultiplierForRemittanceCharges" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>A/c Move To InOperative A/c</mat-label>
<mat-select formControlName="accountMoveToInoperativeEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Generate GL Diff Entry</mat-label>
<mat-select formControlName="generateGlDiffEntryEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Sub Type Wise GL Balance Gen</mat-label>
<mat-select formControlName="subTypeWiseGlBalanceGenerationEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Want To Validation While Deleting Debit Entry</mat-label>
<mat-select formControlName="validateBeforeDeletingDebitEntryEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Want To RC File Concept</mat-label>
<mat-select formControlName="rcFileConceptEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>A/c Close With Zero Bal. In Open Day Process</mat-label>
<mat-select formControlName="accountCloseZeroBalanceInOpenDayProcess">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>A/c Close When Bal. Zero At Subled Tran Entry</mat-label>
<mat-select formControlName="accountCloseZeroBalanceAtSubledgerTranEntry">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Lmt.Enh/Ag.Clg Screen Display</mat-label>
<mat-select formControlName="limitEnhancementAgainstClearingScreenDisplayEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Advance Int. Param In Ledger</mat-label>
<mat-select formControlName="advanceInterestParameterInLedgerEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Vehicle Detail In Master</mat-label>
<mat-select formControlName="vehicleDetailInMasterEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Deleted Chq. Issue</mat-label>
<mat-select formControlName="deletedChequeIssueEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>DP Reduce In Doc. Renewal Date</mat-label>
<mat-select formControlName="dpReduceInDocumentRenewalDateEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>DP Reduce In Renewal Date</mat-label>
<mat-select formControlName="dpReduceInRenewalDateEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Auto Close Day-End</mat-label>
<mat-select formControlName="autoCloseAtDayEndEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Loan Rate From Master</mat-label>
<mat-select formControlName="loanRateFromMasterEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Cheque Short Name</mat-label>
<input type="text" matInput formControlName="chequeShortName" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Statement Print</mat-label>
<mat-select formControlName="statementPrintEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>NESL Code</mat-label>
<input type="text" matInput formControlName="neslCode" />
</mat-form-field>
</div>
</mat-expansion-panel>
</mat-accordion>
<mat-form-field appearance="outline">
<mat-label>Opening Balance Multiplier For Remittance Charges</mat-label>
<input type="number" matInput formControlName="openingBalanceMultiplierForRemittanceCharges" />
</mat-form-field>
</div>
</div>
<!-- Interest Related Parameters (Page 3) -->
<div class="lps-section">
@@ -906,85 +754,6 @@
<mat-label>Add Penal Interest Rate</mat-label>
<input type="number" matInput formControlName="addPenalInterestRate" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Atyp14 Simple Int.</mat-label>
<mat-select formControlName="atyp14SimpleInterestEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>FDOD Margin Type</mat-label>
<input type="text" matInput formControlName="fixedDepositOverdraftMarginType" />
</mat-form-field>
<mat-form-field appearance="outline" class="lps-span-2">
<mat-label>Check Master Detail Edited (Passing Pend.)</mat-label>
<mat-select formControlName="checkMasterDetailEditedPassingPendingEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lps-span-2">
<mat-label>Credit/Debit Int. Calc. Separate</mat-label>
<mat-select formControlName="creditDebitInterestCalculationSeparateEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>On Time Interest Provision</mat-label>
<mat-select formControlName="onTimeInterestProvisionEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Check Against Clearing</mat-label>
<mat-select formControlName="checkAgainstClearingEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>GST On Penalty</mat-label>
<mat-select formControlName="gstOnPenaltyEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Penalty Int. Grace Days</mat-label>
<input type="number" min="0" matInput formControlName="penaltyInterestGraceDays" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Over Drawn Int. Rate</mat-label>
<input type="number" matInput formControlName="overdrawnInterestRate" />
</mat-form-field>
<mat-form-field appearance="outline" class="lps-span-2">
<mat-label>Calculate Daily Limit Enhancement (TOD)</mat-label>
<mat-select formControlName="calculateDailyLimitEnhancementTodEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="lps-span-2">
<mat-label>FDOD Multiple Int. Rate</mat-label>
<mat-select formControlName="fixedDepositOverdraftMultipleInterestRateEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
</div>
</div>
@@ -1032,306 +801,6 @@
</div>
</div>
<mat-accordion class="lps-accordion" multi="true">
@if (showChannelLimits) {
<mat-expansion-panel [expanded]="true">
<mat-expansion-panel-header>
<mat-panel-title>
<i class="fas fa-network-wired lps-section__icon"></i>
Channel &amp; Transaction Limits
</mat-panel-title>
</mat-expansion-panel-header>
<div class="lps-section__body lps-grid-4">
<mat-form-field appearance="outline">
<mat-label>Is Mobile App?</mat-label>
<mat-select formControlName="isMobileAppEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is ATM?</mat-label>
<mat-select formControlName="isAtmEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
@if (loanProductSettingsForm.value.isAtmEnabled === 'YES') {
<mat-form-field appearance="outline">
<mat-label>ATM Yearly Charge?</mat-label>
<mat-select formControlName="atmYearlyChargeEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>ATM Min. Balance</mat-label>
<input type="number" matInput formControlName="atmMinimumBalance" />
</mat-form-field>
}
<mat-form-field appearance="outline">
<mat-label>Email Active?</mat-label>
<mat-select formControlName="emailActiveEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is IMPS?</mat-label>
<mat-select formControlName="isImpsEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is UPI?</mat-label>
<mat-select formControlName="isUpiEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is POS?</mat-label>
<mat-select formControlName="isPosEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is BBPS?</mat-label>
<mat-select formControlName="isBbpsEnabled">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Inter Bank Limit (Per Day)</mat-label>
<input type="number" matInput formControlName="interBankLimitPerDay" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Inter Bank Limit (Per Transaction)</mat-label>
<input type="number" matInput formControlName="interBankLimitPerTransaction" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>NEFT/RTGS Limit (Per Day)</mat-label>
<input type="number" matInput formControlName="neftRtgsLimitPerDay" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>NEFT/RTGS Limit (Per Transaction)</mat-label>
<input type="number" matInput formControlName="neftRtgsLimitPerTransaction" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>NEFT Cutoff Limit</mat-label>
<input type="number" matInput formControlName="neftCutoffLimit" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>RTGS Cutoff Limit</mat-label>
<input type="number" matInput formControlName="rtgsCutoffLimit" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>NEFT/RTGS Min. Balance</mat-label>
<input type="number" matInput formControlName="neftRtgsMinimumBalance" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is Charge Req. NEFT/RTGS (CBS)?</mat-label>
<mat-select formControlName="isChargeRequiredNeftRtgsCbs">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Is Charge Req. NEFT/RTGS (Mobile)?</mat-label>
<mat-select formControlName="isChargeRequiredNeftRtgsMobile">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
@if (loanProductSettingsForm.value.isImpsEnabled === 'YES') {
<mat-form-field appearance="outline">
<mat-label>IMPS Limit (Per Day)</mat-label>
<input type="number" matInput formControlName="impsLimitPerDay" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>IMPS Limit (Per Transaction)</mat-label>
<input type="number" matInput formControlName="impsLimitPerTransaction" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>IMPS Limit (Per Month)</mat-label>
<input type="number" matInput formControlName="impsLimitPerMonth" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>IMPS Min. Limit</mat-label>
<input type="number" matInput formControlName="impsMinLimit" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>IMPS Monthly Transaction Count</mat-label>
<input type="number" matInput formControlName="impsMonthlyTransactionCount" />
</mat-form-field>
}
</div>
</mat-expansion-panel>
}
@if (
showChannelLimits &&
(loanProductSettingsForm.value.isPosEnabled === 'YES' || loanProductSettingsForm.value.isAtmEnabled === 'YES')
) {
<mat-expansion-panel [expanded]="true">
<mat-expansion-panel-header>
<mat-panel-title>
<i class="fas fa-credit-card lps-section__icon"></i>
POS Facility &amp; ATM CSV Settings
</mat-panel-title>
</mat-expansion-panel-header>
<div class="lps-section__body lps-grid-4">
<mat-form-field appearance="outline">
<mat-label>Max Per Transaction Limit (ATM)</mat-label>
<input type="number" matInput formControlName="maxPerTransactionLimitAtm" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Max Day Transaction Limit (ATM)</mat-label>
<input type="number" matInput formControlName="maxDayTransactionLimitAtm" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Max Per Transaction Limit (POS)</mat-label>
<input type="number" matInput formControlName="maxPerTransactionLimitPos" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Max Day Transaction Limit (POS)</mat-label>
<input type="number" matInput formControlName="maxDayTransactionLimitPos" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Max Per Transaction Limit (ECOM)</mat-label>
<input type="number" matInput formControlName="maxPerTransactionLimitEcom" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Max Day Transaction Limit (ECOM)</mat-label>
<input type="number" matInput formControlName="maxDayTransactionLimitEcom" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Max Per Transaction Limit (UPI)</mat-label>
<input type="number" matInput formControlName="maxPerTransactionLimitUpi" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Max Day Transaction Limit (UPI)</mat-label>
<input type="number" matInput formControlName="maxDayTransactionLimitUpi" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>ATM CSV Product Code</mat-label>
<input type="text" matInput formControlName="atmCsvProductCode" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>ATM CSV Type Code</mat-label>
<input type="text" matInput formControlName="atmCsvTypeCode" />
</mat-form-field>
</div>
</mat-expansion-panel>
}
<mat-expansion-panel [expanded]="true">
<mat-expansion-panel-header>
<mat-panel-title>
<i class="fas fa-clock lps-section__icon"></i>
Auto Interest Post Parameters
</mat-panel-title>
</mat-expansion-panel-header>
<div class="lps-section__body lps-grid-4">
<mat-form-field appearance="outline">
<mat-label>Auto Int. Post Type</mat-label>
<mat-select formControlName="autoInterestPostType">
<mat-option value="MONTHLY">Monthly</mat-option>
<mat-option value="QUARTERLY">Quarterly</mat-option>
<mat-option value="HALF_YEARLY">Half Yearly</mat-option>
<mat-option value="YEARLY">Yearly</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Auto Int. Post When</mat-label>
<mat-select formControlName="autoInterestPostWhen">
<mat-option value="MONTH_END">Month End</mat-option>
<mat-option value="FIX_DAY">Fix Day</mat-option>
</mat-select>
</mat-form-field>
@if (loanProductSettingsForm.value.autoInterestPostWhen === 'FIX_DAY') {
<mat-form-field appearance="outline">
<mat-label>Fix Day</mat-label>
<input type="number" min="1" max="31" matInput formControlName="autoInterestPostFixDay" />
</mat-form-field>
}
<mat-form-field appearance="outline">
<mat-label>Auto Last Int. Date</mat-label>
<input type="text" matInput formControlName="autoLastInterestDate" placeholder="DD/MM/YYYY" />
</mat-form-field>
</div>
</mat-expansion-panel>
@if (showForeclosureSettings) {
<mat-expansion-panel [expanded]="true">
<mat-expansion-panel-header>
<mat-panel-title>
<i class="fas fa-door-closed lps-section__icon"></i>
Foreclosure / Early Account Closure
</mat-panel-title>
</mat-expansion-panel-header>
<div class="lps-section__body lps-grid-4">
<mat-form-field appearance="outline">
<mat-label>Calculate Early A/c Close Charge?</mat-label>
<mat-select formControlName="calculateEarlyAccountCloseCharge">
<mat-option value="YES">YES</mat-option>
<mat-option value="NO">NO</mat-option>
</mat-select>
</mat-form-field>
@if (loanProductSettingsForm.value.calculateEarlyAccountCloseCharge === 'YES') {
<mat-form-field appearance="outline">
<mat-label>Early A/c Close Charge</mat-label>
<input type="number" matInput formControlName="earlyAccountCloseCharge" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Early A/c Close Period (In Months)</mat-label>
<input type="number" matInput formControlName="earlyAccountClosePeriodInMonths" />
</mat-form-field>
}
</div>
</mat-expansion-panel>
}
</mat-accordion>
<!-- Credit Bureau Settings (CIBIL) -->
<div class="lps-section">
<div class="lps-section__header">
@@ -1414,11 +883,6 @@
<input type="number" min="0" matInput formControlName="graceOnInterestPayment" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Grace Days After Overdue For Moratorium A/c</mat-label>
<input type="number" min="0" matInput formControlName="graceDaysAfterOverdueForMoratorium" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Delinquency Bucket' | translate }}</mat-label>
<mat-select formControlName="delinquencyBucketId">
@@ -50,9 +50,8 @@
&__body {
display: grid;
grid-template-columns: repeat(2, 1fr);
align-items: start;
gap: 18px 16px;
padding: 20px 24px;
gap: 4px 16px;
padding: 16px 24px;
@media (width <= 600px) {
grid-template-columns: 1fr;
@@ -84,26 +83,6 @@
grid-column: span 3;
}
.lps-narrow {
max-width: 160px;
}
.lps-accordion {
margin-top: 16px;
.lps-section__body {
padding: 16px 24px 20px;
}
mat-panel-title {
display: flex;
align-items: center;
gap: 10px;
font-size: 14px;
font-weight: 600;
}
}
.lps-checkbox-row {
display: flex;
align-items: center;
@@ -15,25 +15,12 @@ import {
ReactiveFormsModule
} from '@angular/forms';
import { LoanProducts } from '../../loan-products';
import {
CHANNEL_ENABLED_SUB_GROUPS,
CUSTOM_UI_ONLY_FIELDS,
NO_CHEQUE_BOOK_SUB_GROUPS,
TERM_LOAN_SUB_GROUPS,
patchCustomFields
} from '../../loan-product-custom-fields';
import { GlobalConfiguration } from 'app/system/configurations/global-configurations-tab/configuration.model';
import { CodeName, OptionData, StringEnumOptionData } from 'app/shared/models/option-data.model';
import { ProcessingStrategyService } from '../../services/processing-strategy.service';
import { MatTooltip } from '@angular/material/tooltip';
import { MatCheckbox } from '@angular/material/checkbox';
import { MatIconButton } from '@angular/material/button';
import {
MatAccordion,
MatExpansionPanel,
MatExpansionPanelHeader,
MatExpansionPanelTitle
} from '@angular/material/expansion';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -47,10 +34,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatTooltip,
MatCheckbox,
MatIconButton,
MatAccordion,
MatExpansionPanel,
MatExpansionPanelHeader,
MatExpansionPanelTitle,
FaIconComponent,
ReactiveFormsModule
]
@@ -62,27 +45,8 @@ export class LoanProductSettingsStepComponent implements OnInit {
@Input() toEdit: boolean;
@Input() loanProductsTemplate: any;
@Input() isLinkedToFloatingInterestRates: UntypedFormControl;
@Input() productSubGroup: string;
@Output() advancePaymentStrategy = new EventEmitter<string>();
// The sub-group lists live in loan-product-custom-fields so the preview step can apply the same
// rule: it renders these sections from the form's values, and without the shared list it listed
// sections this step had hidden.
readonly channelEnabledSubGroups = CHANNEL_ENABLED_SUB_GROUPS;
readonly termLoanSubGroups = TERM_LOAN_SUB_GROUPS;
get showChannelLimits(): boolean {
return !this.productSubGroup || CHANNEL_ENABLED_SUB_GROUPS.includes(this.productSubGroup);
}
get showChequeBookSettings(): boolean {
return !this.productSubGroup || !NO_CHEQUE_BOOK_SUB_GROUPS.includes(this.productSubGroup);
}
get showForeclosureSettings(): boolean {
return !this.productSubGroup || TERM_LOAN_SUB_GROUPS.includes(this.productSubGroup);
}
loanProductSettingsForm: UntypedFormGroup;
amortizationTypeData: any;
@@ -283,10 +247,6 @@ export class LoanProductSettingsStepComponent implements OnInit {
}
});
}
// Repopulate the legacy "Account Type Creation" fields saved against this product.
// Last, so a value actually stored wins over any default set above.
patchCustomFields(this.loanProductSettingsForm, this.loanProductsTemplate);
}
createLoanProductSettingsForm() {
@@ -406,24 +366,6 @@ export class LoanProductSettingsStepComponent implements OnInit {
standingInstructionChargeGLAccount: [''],
standingInstructionDebitChargeSkipOption: [''],
openingBalanceMultiplierForRemittanceCharges: [''],
accountMoveToInoperativeEnabled: ['NO'],
generateGlDiffEntryEnabled: ['NO'],
subTypeWiseGlBalanceGenerationEnabled: ['NO'],
validateBeforeDeletingDebitEntryEnabled: ['NO'],
rcFileConceptEnabled: ['NO'],
accountCloseZeroBalanceInOpenDayProcess: ['NO'],
accountCloseZeroBalanceAtSubledgerTranEntry: ['NO'],
limitEnhancementAgainstClearingScreenDisplayEnabled: ['NO'],
advanceInterestParameterInLedgerEnabled: ['NO'],
vehicleDetailInMasterEnabled: ['NO'],
deletedChequeIssueEnabled: ['NO'],
dpReduceInDocumentRenewalDateEnabled: ['NO'],
dpReduceInRenewalDateEnabled: ['NO'],
autoCloseAtDayEndEnabled: ['NO'],
loanRateFromMasterEnabled: ['NO'],
chequeShortName: [''],
statementPrintEnabled: ['YES'],
neslCode: [''],
// Interest Related Parameters
drawingPowerAndLimitGenerationProcedure: ['NORMAL D.P. ENTRY IS CONSIDER'],
@@ -443,7 +385,7 @@ export class LoanProductSettingsStepComponent implements OnInit {
penaltyInterestDateDifferentThanRegularInterest: ['YES'],
fixedDepositOverdraftCertificateSortOrder: ['ORDER ON INTEREST RATE'],
useDocumentSubmissionDateForInterest: ['NO'],
loanManagementSystemRenewalPenaltyActive: ['NO'],
loanManagementSystemRenewalPenaltyActive: [''],
minimumNormalInterestAmount: [''],
minimumInterestCalculationMethod: [''],
minimumAgainstClearingInterestAmount: [''],
@@ -467,18 +409,6 @@ export class LoanProductSettingsStepComponent implements OnInit {
nonPerformingAssetPenalInterestRate: [''],
fixedDepositOverdraftPenalInterestRateUpdateInBranchProcess: ['YES'],
addPenalInterestRate: [''],
atyp14SimpleInterestEnabled: ['NO'],
fixedDepositOverdraftMarginType: [''],
checkMasterDetailEditedPassingPendingEnabled: ['NO'],
creditDebitInterestCalculationSeparateEnabled: ['NO'],
onTimeInterestProvisionEnabled: ['NO'],
checkAgainstClearingEnabled: ['NO'],
gstOnPenaltyEnabled: ['NO'],
penaltyInterestGraceDays: [''],
overdrawnInterestRate: [''],
calculateDailyLimitEnhancementTodEnabled: ['NO'],
fixedDepositOverdraftMultipleInterestRateEnabled: ['NO'],
graceDaysAfterOverdueForMoratorium: [''],
// Credit Bureau Settings (CIBIL)
cibilAccountType: [''],
@@ -496,60 +426,7 @@ export class LoanProductSettingsStepComponent implements OnInit {
isFloatingRate: [false],
foreclosureChargesApplicable: ['NO'],
keyFactStatementEnabled: [true],
annualPercentageRateCalculationEnabled: [true],
// Channel & Transaction Limits
isMobileAppEnabled: ['NO'],
isAtmEnabled: ['NO'],
atmYearlyChargeEnabled: ['NO'],
atmMinimumBalance: [''],
emailActiveEnabled: ['NO'],
isImpsEnabled: ['NO'],
isUpiEnabled: ['NO'],
isPosEnabled: ['NO'],
isBbpsEnabled: ['NO'],
interBankLimitPerDay: [''],
interBankLimitPerTransaction: [''],
neftRtgsLimitPerDay: [''],
neftRtgsLimitPerTransaction: [''],
neftCutoffLimit: [''],
rtgsCutoffLimit: [''],
neftRtgsMinimumBalance: [''],
isChargeRequiredNeftRtgsCbs: [''],
isChargeRequiredNeftRtgsMobile: [''],
impsLimitPerDay: [''],
impsLimitPerTransaction: [''],
impsLimitPerMonth: [''],
impsMinLimit: [''],
impsMonthlyTransactionCount: [''],
// POS Facility
maxPerTransactionLimitAtm: [''],
maxDayTransactionLimitAtm: [''],
maxPerTransactionLimitPos: [''],
maxDayTransactionLimitPos: [''],
maxPerTransactionLimitEcom: [''],
maxDayTransactionLimitEcom: [''],
maxPerTransactionLimitUpi: [''],
maxDayTransactionLimitUpi: [''],
// ATM CSV File Related Other Details
atmCsvProductCode: [''],
atmCsvTypeCode: [''],
// Auto Interest Post Parameters
autoInterestPostType: [''],
autoInterestPostWhen: [''],
autoInterestPostFixDay: [''],
autoLastInterestDate: [''],
// Foreclosure / Early Account Closure
calculateEarlyAccountCloseCharge: ['NO'],
earlyAccountCloseCharge: [''],
earlyAccountClosePeriodInMonths: [''],
// Gold Loan Specific
goldLoanPacketNumberWithYearEnabled: ['NO']
annualPercentageRateCalculationEnabled: [true]
});
}
@@ -952,20 +829,10 @@ export class LoanProductSettingsStepComponent implements OnInit {
}
get loanProductSettings() {
const productSettings = { ...this.loanProductSettingsForm.value };
const productSettings = this.loanProductSettingsForm.value;
if (productSettings['delinquencyBucketId'] === '') {
productSettings['delinquencyBucketId'] = null;
}
// `value` omits disabled controls, which would leave a legacy field blank on the preview step
// even though the officer filled it in. Only the custom fields are added back, never the
// standard Fineract ones -- those are disabled deliberately and must stay out of the payload.
// Carrying the custom ones is free: buildPayload() strips every one of them before submitting.
for (const field of CUSTOM_UI_ONLY_FIELDS) {
const control = this.loanProductSettingsForm.get(field);
if (control?.disabled) {
productSettings[field] = control.value;
}
}
return productSettings;
}
@@ -17,69 +17,6 @@
matTooltip="{{ 'tooltips.Fields are used to define the minimum, default, and maximum principal' | translate }}"
></i>
</div>
<div class="lpt-subsection">
<div class="lpt-grid lpt-grid-4">
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Minimum' | translate }}</mat-label>
<input type="number" matInput formControlName="minPrincipal" [min]="0" />
<mat-error *ngIf="loanProductTermsForm.get('minPrincipal')?.hasError('min')">
{{ 'labels.commons.Minimum Value must be' | translate }} <strong>0</strong>
</mat-error>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Default' | translate }}</mat-label>
<input type="number" matInput formControlName="principal" required [min]="0" />
<mat-error *ngIf="loanProductTermsForm.get('principal')?.hasError('required')">
{{ 'labels.inputs.Principal' | translate }}
<span class="text-danger">{{ 'labels.commons.is required' | translate }}</span>
</mat-error>
<mat-error *ngIf="loanProductTermsForm.get('principal')?.hasError('min')">
{{ 'labels.commons.Minimum Value must be' | translate }} <strong>0</strong>
</mat-error>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Maximum' | translate }}</mat-label>
<input type="number" matInput formControlName="maxPrincipal" [min]="0" />
<mat-error *ngIf="loanProductTermsForm.get('maxPrincipal')?.hasError('min')">
{{ 'labels.commons.Minimum Value must be' | translate }} <strong>0</strong>
</mat-error>
</mat-form-field>
</div>
</div>
<div class="lpt-subsection">
<h4 class="lpt-subsection-title">
{{ 'labels.inputs.Number of Repayments' | translate }}
</h4>
<div class="lpt-grid lpt-grid-4">
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Minimum' | translate }}</mat-label>
<input type="number" matInput formControlName="minNumberOfRepayments" [min]="1" />
<mat-error *ngIf="loanProductTermsForm.get('minNumberOfRepayments')?.hasError('min')">
{{ 'labels.commons.Minimum Value must be' | translate }} <strong>1</strong>
</mat-error>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Default' | translate }}</mat-label>
<input type="number" matInput formControlName="numberOfRepayments" required [min]="1" />
<mat-error *ngIf="loanProductTermsForm.get('numberOfRepayments')?.hasError('required')">
{{ 'labels.inputs.Number of Repayments' | translate }}
<span class="text-danger">{{ 'labels.commons.is required' | translate }}</span>
</mat-error>
<mat-error *ngIf="loanProductTermsForm.get('numberOfRepayments')?.hasError('min')">
{{ 'labels.commons.Minimum Value must be' | translate }} <strong>1</strong>
</mat-error>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>{{ 'labels.inputs.Maximum' | translate }}</mat-label>
<input type="number" matInput formControlName="maxNumberOfRepayments" [min]="1" />
<mat-error *ngIf="loanProductTermsForm.get('maxNumberOfRepayments')?.hasError('min')">
{{ 'labels.commons.Minimum Value must be' | translate }} <strong>1</strong>
</mat-error>
</mat-form-field>
</div>
</div>
<div class="lpt-grid">
<div class="lpt-checkbox-row lpt-full-width">
<mat-checkbox labelPosition="before" formControlName="allowApprovedDisbursedAmountsOverApplied">
@@ -327,56 +264,90 @@
}
</div>
<!-- Interest Rate Detail Section (legacy Page 1 table) -->
<!-- Interest Rate Slabs Section -->
<div class="lpt-section">
<div class="lpt-section-header">
<i class="fas fa-table lpt-section-icon"></i>
<h3>Interest Rate Detail</h3>
<h3>Interest Rate Slabs</h3>
</div>
<div class="lpt-ird-table-wrap">
<table class="lpt-ird-table">
<thead>
<tr>
<th rowspan="2">Interest Type</th>
<th rowspan="2">Calculation</th>
<th colspan="2">Normal Category</th>
<th colspan="2">Special Category</th>
<th rowspan="2">Period</th>
</tr>
<tr>
<th>Mini. Rate</th>
<th>Maxi. Rate</th>
<th>Mini. Rate</th>
<th>Maxi. Rate</th>
</tr>
</thead>
<tbody>
@for (row of interestRateDetailGroups; track $index) {
<tr [formGroup]="row">
<td class="lpt-ird-type">{{ interestRateDetailTypes[$index] }}</td>
<td>
<select formControlName="calculation" class="lpt-ird-select">
<option [ngValue]="true">YES</option>
<option [ngValue]="false">NO</option>
</select>
</td>
<td><input type="number" formControlName="normalMinRate" class="lpt-ird-input" min="0" max="100" /></td>
<td><input type="number" formControlName="normalMaxRate" class="lpt-ird-input" min="0" max="100" /></td>
<td><input type="number" formControlName="specialMinRate" class="lpt-ird-input" min="0" max="100" /></td>
<td><input type="number" formControlName="specialMaxRate" class="lpt-ird-input" min="0" max="100" /></td>
<td>
<select formControlName="period" class="lpt-ird-select">
<option value=""></option>
@for (period of interestRateDetailPeriods; track period) {
<option [value]="period">{{ period }}</option>
}
</select>
</td>
</tr>
}
</tbody>
</table>
<div class="lpt-slab-c">
<!-- Particular Name -->
<div class="lpt-slab-c-particular">
<label class="lpt-slab-c-particular-label">Particular</label>
<input
type="text"
class="lpt-slab-c-name-input"
[formControl]="particularLabel"
placeholder="e.g. Consumer Loan"
/>
</div>
<!-- 2-column slab grid (same as before, General + Special inside each card) -->
<div class="lpt-slab-c-grid">
@for (genGroup of slabGroups; track $index) {
<div class="lpt-slab-c-item">
<span class="lpt-slab-c-range">{{ interestSlabDefinitions[$index].label }}</span>
<div class="lpt-slab-c-rate-pair">
<!-- General -->
<div class="lpt-slab-c-rate-field" [formGroup]="genGroup">
<span class="lpt-slab-c-rate-label">Gen</span>
<div class="lpt-slab-c-input-wrap">
<input
type="number"
class="lpt-slab-c-input"
formControlName="interestRate"
placeholder="0.00"
min="0"
max="100"
step="0.01"
/>
<span class="lpt-slab-c-suffix">%</span>
</div>
</div>
<!-- Special -->
<div class="lpt-slab-c-rate-field" [formGroup]="specialSlabGroups[$index]">
<span class="lpt-slab-c-rate-label lpt-slab-c-rate-label--special">Spl</span>
<div class="lpt-slab-c-input-wrap">
<input
type="number"
class="lpt-slab-c-input lpt-slab-c-input--special"
formControlName="interestRate"
placeholder="0.00"
min="0"
max="100"
step="0.01"
/>
<span class="lpt-slab-c-suffix">%</span>
</div>
</div>
</div>
</div>
}
</div>
<!-- Fixed Interest Rate row -->
<div class="lpt-slab-c-fixed" [formGroup]="fixedRateGroup">
<label class="lpt-slab-c-fixed-toggle">
<input type="checkbox" formControlName="hasFixed" class="lpt-slab-c-checkbox" />
<i class="fas fa-lock"></i>
<span>Fixed Interest Rate (%)</span>
</label>
@if (fixedRateGroup.get('hasFixed').value) {
<div class="lpt-slab-c-input-wrap">
<input
type="number"
class="lpt-slab-c-input lpt-slab-c-input--fixed"
formControlName="fixedAmount"
placeholder="0.00"
min="0"
max="100"
step="0.01"
/>
<span class="lpt-slab-c-suffix">%</span>
</div>
}
</div>
</div>
</div>
@@ -199,42 +199,175 @@ $shadow-hover: 0 4px 12px rgb(37 99 235 / 10%);
padding: 8px 4px;
}
// ─── Interest Rate Detail table (legacy Page 1 grid) ─────────────────────────
.lpt-ird-table-wrap {
// ─── Interest Rate Slabs — Option C (2-column grid) ──────────────────────────
.lpt-slab-c {
padding: 16px 24px 20px;
overflow-x: auto;
display: flex;
flex-direction: column;
gap: 0;
}
.lpt-ird-table {
width: 100%;
border-collapse: collapse;
font-size: 12.5px;
th,
td {
border: 1px solid $border;
padding: 6px 8px;
text-align: center;
}
thead th {
background: $surface-alt;
font-weight: 700;
color: $text-secondary;
text-transform: uppercase;
letter-spacing: 0.03em;
font-size: 11px;
}
// Particular row
.lpt-slab-c-particular {
display: flex;
align-items: center;
gap: 14px;
padding-bottom: 14px;
border-bottom: 1px solid $border;
margin-bottom: 12px;
flex-wrap: wrap;
}
.lpt-ird-type {
text-align: left !important;
font-weight: 600;
color: $text-primary;
.lpt-slab-c-particular-label {
font-size: 12px;
font-weight: 700;
color: $text-secondary;
text-transform: uppercase;
letter-spacing: 0.05em;
white-space: nowrap;
}
.lpt-ird-input {
.lpt-slab-c-name-input {
flex: 1;
max-width: 320px;
padding: 7px 12px;
border: 1px solid $border;
border-radius: 8px;
font-size: 13.5px;
font-weight: 600;
color: $text-primary;
background: $surface;
outline: none;
transition:
border-color 0.15s,
box-shadow 0.15s;
&::placeholder {
color: #b0b8c4;
font-weight: 400;
}
&:focus {
border-color: $primary;
box-shadow: 0 0 0 3px rgb(37 99 235 / 10%);
}
}
// General / Special tab toggle
.lpt-slab-tabs {
display: flex;
gap: 6px;
margin-left: auto;
}
.lpt-slab-tab {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 6px 16px;
border: 1.5px solid $border;
border-radius: 20px;
background: $surface;
font-size: 12.5px;
font-weight: 600;
color: $text-secondary;
cursor: pointer;
transition: all 0.15s;
i {
font-size: 11px;
}
&:hover {
border-color: $primary;
color: $primary;
}
&--active {
background: $primary;
border-color: $primary;
color: $surface;
box-shadow: 0 2px 8px rgb(37 99 235 / 25%);
}
}
// 2-column slab grid
.lpt-slab-c-grid {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 8px 16px;
@media (width <= 540px) {
grid-template-columns: 1fr;
}
}
.lpt-slab-c-item {
display: flex;
align-items: center;
justify-content: space-between;
gap: 10px;
padding: 8px 12px;
border: 1px solid $border;
border-radius: 8px;
background: $surface;
transition:
border-color 0.15s,
box-shadow 0.15s;
&:focus-within {
border-color: $primary;
box-shadow: 0 0 0 3px rgb(37 99 235 / 8%);
}
}
// General + Special pair inside each card
.lpt-slab-c-rate-pair {
display: flex;
gap: 8px;
align-items: center;
}
.lpt-slab-c-rate-field {
display: flex;
align-items: center;
gap: 4px;
}
.lpt-slab-c-rate-label {
font-size: 10px;
font-weight: 700;
color: $primary;
background: #eff6ff;
padding: 2px 5px;
border-radius: 4px;
white-space: nowrap;
&--special {
color: #92400e;
background: #fef9c3;
}
}
.lpt-slab-c-range {
font-size: 12.5px;
font-weight: 500;
color: $text-label;
flex: 1;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
// Input + suffix wrapper
.lpt-slab-c-input-wrap {
display: flex;
align-items: center;
gap: 4px;
flex-shrink: 0;
}
.lpt-slab-c-input {
width: 70px;
padding: 4px 6px;
border: 1px solid $border;
@@ -246,26 +379,79 @@ $shadow-hover: 0 4px 12px rgb(37 99 235 / 10%);
background: $surface-alt;
outline: none;
transition: border-color 0.15s;
appearance: textfield;
&::-webkit-outer-spin-button,
&::-webkit-inner-spin-button {
appearance: none;
}
&:focus {
border-color: $primary;
background: $primary-light;
}
}
.lpt-ird-select {
width: 100%;
min-width: 90px;
padding: 4px 6px;
border: 1px solid $border;
border-radius: 6px;
font-size: 13px;
font-weight: 600;
color: $text-primary;
background: $surface;
outline: none;
&:focus {
border-color: $primary;
&--fixed {
width: 90px;
}
}
.lpt-slab-c-suffix {
font-size: 12px;
font-weight: 700;
color: $text-secondary;
user-select: none;
&--special {
color: #92400e;
}
}
.lpt-slab-c-input--special {
&:focus {
border-color: #f59e0b;
background: #fef9c3;
}
}
.lpt-slab-c-error {
font-size: 10px;
color: #ef4444;
}
// Fixed Interest Rate row (below grid)
.lpt-slab-c-fixed {
display: flex;
align-items: center;
gap: 20px;
margin: 12px -24px -20px;
padding: 12px 16px;
border-top: 2px dashed $primary-border;
background: $primary-light;
border-radius: 0 0 $radius-card $radius-card;
padding-left: 24px;
padding-right: 24px;
}
.lpt-slab-c-fixed-toggle {
display: flex;
align-items: center;
gap: 8px;
cursor: pointer;
font-size: 13px;
font-weight: 600;
color: $primary;
user-select: none;
i {
font-size: 12px;
opacity: 0.7;
}
}
.lpt-slab-c-checkbox {
accent-color: $primary;
width: 15px;
height: 15px;
cursor: pointer;
}
@@ -17,7 +17,6 @@ import {
FormControl,
ReactiveFormsModule
} from '@angular/forms';
import { patchCustomFields } from '../../loan-product-custom-fields';
import { ProcessingStrategyService } from '../../services/processing-strategy.service';
import { TranslateService } from '@ngx-translate/core';
import { MatTooltip } from '@angular/material/tooltip';
@@ -58,23 +57,24 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
repaymentFrequencyTypeData: any;
repaymentStartDateTypeOptions: any;
// Legacy "Interest Rate Detail" table — 4 interest types x Normal/Special category x Min/Max Rate x Period
readonly interestRateDetailTypes = [
'Normal Debit',
'Normal Credit',
'Against Clearing',
'Penalty'
readonly interestSlabDefinitions = [
{ label: 'Upto 10,000', maxAmount: 10000 },
{ label: 'Upto 25,000', maxAmount: 25000 },
{ label: 'Upto 1,00,000', maxAmount: 100000 },
{ label: 'Upto 2,00,000', maxAmount: 200000 },
{ label: 'Upto 5,00,000', maxAmount: 500000 },
{ label: 'Upto 10,00,000', maxAmount: 1000000 },
{ label: 'Upto 15,00,000', maxAmount: 1500000 },
{ label: 'Upto 20,00,000', maxAmount: 2000000 },
{ label: 'Upto 25,00,000', maxAmount: 2500000 },
{ label: 'More than 25,00,000', maxAmount: null }
];
readonly interestRateDetailPeriods = [
'DAILY',
'MONTHLY',
'QUARTERLY',
'HALF YEARLY',
'YEARLY'
];
interestRateDetailArray: FormArray;
interestRateSlabsArray: FormArray;
specialSlabsArray: FormArray;
fixedRateGroup: FormGroup;
particularLabel = new FormControl('');
activeSlabTab: 'general' | 'special' = 'general';
constructor() {
this.createLoanProductTermsForm();
@@ -92,12 +92,6 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
];
this.loanProductTermsForm.patchValue({
minPrincipal: this.loanProductsTemplate.minPrincipal,
principal: this.loanProductsTemplate.principal,
maxPrincipal: this.loanProductsTemplate.maxPrincipal,
minNumberOfRepayments: this.loanProductsTemplate.minNumberOfRepayments,
numberOfRepayments: this.loanProductsTemplate.numberOfRepayments,
maxNumberOfRepayments: this.loanProductsTemplate.maxNumberOfRepayments,
isLinkedToFloatingInterestRates: this.loanProductsTemplate.isLinkedToFloatingInterestRates,
minInterestRatePerPeriod: this.loanProductsTemplate.minInterestRatePerPeriod,
interestRatePerPeriod: this.loanProductsTemplate.interestRatePerPeriod,
@@ -127,11 +121,6 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
});
}
// Repopulate the legacy "Account Type Creation" fields saved against this product.
// Last, so a value actually stored wins over any default set above.
patchCustomFields(this.loanProductTermsForm, this.loanProductsTemplate);
this.patchInterestRateDetail();
this.zeroInterest.patchValue(
this.loanProductsTemplate.minInterestRatePerPeriod === 0 &&
this.loanProductsTemplate.interestRatePerPeriod === 0 &&
@@ -145,63 +134,36 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
}
createLoanProductTermsForm() {
this.interestRateDetailArray = new FormArray(
this.interestRateDetailTypes.map(
this.interestRateSlabsArray = new FormArray(
this.interestSlabDefinitions.map(
() =>
new FormGroup({
calculation: new FormControl(false),
normalMinRate: new FormControl(null, [
interestRate: new FormControl(null, [
Validators.min(0),
Validators.max(100)
]),
normalMaxRate: new FormControl(null, [
Validators.min(0),
Validators.max(100)
]),
specialMinRate: new FormControl(null, [
Validators.min(0),
Validators.max(100)
]),
specialMaxRate: new FormControl(null, [
Validators.min(0),
Validators.max(100)
]),
period: new FormControl('')
])
})
)
);
this.specialSlabsArray = new FormArray(
this.interestSlabDefinitions.map(
() =>
new FormGroup({
interestRate: new FormControl(null, [
Validators.min(0),
Validators.max(100)
])
})
)
);
this.fixedRateGroup = new FormGroup({
hasFixed: new FormControl(false),
fixedAmount: new FormControl({ value: null, disabled: true }, [Validators.min(0)])
});
this.loanProductTermsForm = this.formBuilder.group({
minPrincipal: [
'',
[Validators.min(0)]
],
principal: [
'',
[
Validators.required,
Validators.min(0)
]
],
maxPrincipal: [
'',
[Validators.min(0)]
],
minNumberOfRepayments: [
'',
[Validators.min(1)]
],
numberOfRepayments: [
'',
[
Validators.required,
Validators.min(1)
]
],
maxNumberOfRepayments: [
'',
[Validators.min(1)]
],
isLinkedToFloatingInterestRates: [false],
allowApprovedDisbursedAmountsOverApplied: [false],
overAppliedCalculationType: [{ value: null, disabled: true }],
@@ -325,6 +287,15 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
}
});
this.fixedRateGroup.get('hasFixed').valueChanges.subscribe((hasFixed: boolean) => {
if (hasFixed) {
this.fixedRateGroup.get('fixedAmount').enable();
} else {
this.fixedRateGroup.get('fixedAmount').disable();
this.fixedRateGroup.get('fixedAmount').setValue(null);
}
});
this.zeroInterest.valueChanges.subscribe((zeroInterest) => {
if (zeroInterest) {
this.loanProductTermsForm.get('minInterestRatePerPeriod').patchValue(0);
@@ -351,34 +322,16 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
});
}
get interestRateDetailGroups(): FormGroup[] {
return this.interestRateDetailArray.controls as FormGroup[];
get slabGroups(): FormGroup[] {
return this.interestRateSlabsArray.controls as FormGroup[];
}
/**
* Fills the legacy Interest Rate Detail grid from a saved product. Rows are matched on
* `interestType` rather than by position, so a payload that comes back in a different order cannot
* put one interest type's rates onto another. A type with no saved row is left at its defaults.
*/
private patchInterestRateDetail(): void {
const saved: any[] = this.loanProductsTemplate?.interestRateDetail;
if (!Array.isArray(saved) || saved.length === 0) {
return;
}
this.interestRateDetailTypes.forEach((interestType, index) => {
const row = saved.find((r) => r?.interestType === interestType);
if (!row) {
return;
}
this.interestRateDetailArray.at(index).patchValue({
calculation: row.calculation ?? false,
normalMinRate: row.normalMinRate,
normalMaxRate: row.normalMaxRate,
specialMinRate: row.specialMinRate,
specialMaxRate: row.specialMaxRate,
period: row.period ?? ''
});
});
get activeSlabGroups(): FormGroup[] {
return this.interestRateSlabsArray.controls as FormGroup[];
}
get specialSlabGroups(): FormGroup[] {
return this.specialSlabsArray.controls as FormGroup[];
}
get loanProductTerms() {
@@ -396,10 +349,15 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
minInterestRatePerPeriod: normalizeDecimal(formValue.minInterestRatePerPeriod),
interestRatePerPeriod: normalizeDecimal(formValue.interestRatePerPeriod),
maxInterestRatePerPeriod: normalizeDecimal(formValue.maxInterestRatePerPeriod),
interestRateDetail: this.interestRateDetailArray.getRawValue().map((row, i) => ({
interestType: this.interestRateDetailTypes[i],
...row
}))
interestRateSlabs: this.interestRateSlabsArray.getRawValue().map((slab, i) => ({
maxAmount: this.interestSlabDefinitions[i].maxAmount,
label: this.interestSlabDefinitions[i].label,
interestRate: slab.interestRate
})),
fixedRate: (() => {
const fr = this.fixedRateGroup.getRawValue();
return fr.hasFixed ? fr.fixedAmount : null;
})()
};
}
@@ -9,10 +9,6 @@
import { Injectable, inject } from '@angular/core';
import { SettingsService } from 'app/settings/settings.service';
import { CUSTOM_DATE_FIELDS, CUSTOM_YES_NO_STRING_FIELDS } from './loan-product-custom-fields';
export { CUSTOM_UI_ONLY_FIELDS } from './loan-product-custom-fields';
@Injectable({
providedIn: 'root'
})
@@ -39,42 +35,6 @@ export class LoanProducts {
return loanProductTemplate;
}
/**
* The backend returns the legacy "Account Type Creation" fields nested under `cbsExtensions`, while
* every step form reads and writes them as flat properties on the product. Lifting them here keeps
* that difference in one place rather than teaching each step about the nesting.
*
* Two shapes also have to be converted back to what the form controls expect:
*
* - the yes/no dropdowns hold the strings 'YES'/'NO', but the column is BOOLEAN, so the API returns
* true/false -- patched as-is the control matches no option and shows blank;
* - a date arrives as Fineract's [year, month, day] array rather than a Date.
*
* Mutates and returns the product so it can be dropped into an existing resolver chain.
*/
public flattenCbsExtensions(loanProduct: any): any {
if (!loanProduct?.cbsExtensions) {
return loanProduct;
}
Object.assign(loanProduct, loanProduct.cbsExtensions);
for (const field of CUSTOM_YES_NO_STRING_FIELDS) {
const value = loanProduct[field];
if (typeof value === 'boolean') {
loanProduct[field] = value ? 'YES' : 'NO';
}
}
for (const field of CUSTOM_DATE_FIELDS) {
const value = loanProduct[field];
if (Array.isArray(value) && value.length >= 3) {
loanProduct[field] = new Date(value[0], value[1] - 1, value[2]);
}
}
return loanProduct;
}
public buildPayload(loanProductData: any, itemsByDefault: any) {
const dateFormat: string = this.settingsService.dateFormat;
const locale: string = this.settingsService.language.code;
@@ -89,12 +49,6 @@ export class LoanProducts {
delete loanProduct.allowAttributeConfiguration;
delete loanProduct.advancedAccountingRules;
// The legacy "Account Type Creation" fields used to be stripped here, because Fineract's loan
// product validator rejected any parameter it did not recognise. They are now persisted by
// LoanProductCbsExtService in a satellite table keyed on the product, so they are sent as-is:
//
// CUSTOM_UI_ONLY_FIELDS.forEach((field) => delete loanProduct[field]);
// In Fineract, the POST and PUT endpoints for /v1/loanproducts have a typo in the field
// allowPartialPeriodInterestCalculation. Until that is fixed, we need to replace the field name in the payload.
loanProduct.allowPartialPeriodInterestCalculation = loanProduct.allowPartialPeriodInterestCalculation;
+5 -5
View File
@@ -76,7 +76,7 @@ export class ProductsService {
/**
* Submitting a savings product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Savings Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingSavingsProductEdits(): Observable<any> {
return this.http.get('/savingsproducts/pending');
@@ -124,7 +124,7 @@ export class ProductsService {
/**
* Submitting a current product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingCurrentProductEdits(): Observable<any> {
return this.http.get('/currentproducts/pending');
@@ -168,7 +168,7 @@ export class ProductsService {
/**
* Submitting a share product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingShareProductEdits(): Observable<any> {
return this.http.get('/products/share/pending');
@@ -313,7 +313,7 @@ export class ProductsService {
/**
* Submitting a fixed deposit product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingFixedDepositProductEdits(): Observable<any> {
return this.http.get('/fixeddepositproducts/pending');
@@ -608,7 +608,7 @@ export class ProductsService {
/**
* Submitting a recurring deposit product update (above) puts it in the pending-approval temp table instead of
* applying it directly. These calls drive the Approvals -> Pending Product Edits screen.
* applying it directly. These calls drive the Approvals -> Product Approval screen.
*/
getPendingRecurringDepositProductEdits(): Observable<any> {
return this.http.get('/recurringdepositproducts/pending');
@@ -21,33 +21,6 @@
<mat-checkbox formControlName="lienMarked">Lien Marked</mat-checkbox>
<mat-checkbox formControlName="withdrawalFeeForTransfers">Apply Withdrawal Fee for Transfers</mat-checkbox>
</div>
<mat-checkbox class="rdps-preclosure-toggle" formControlName="preClosurePenalApplicable">
{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
</mat-checkbox>
@if (recurringDepositProductSettingsForm.value.preClosurePenalApplicable) {
<div class="rdps-lockin-fields">
<mat-form-field appearance="outline" class="rdps-field">
<mat-label>{{ 'labels.inputs.Penal Interest' | translate }} (%)</mat-label>
<input type="number" matInput formControlName="preClosurePenalInterest" min="0" step="0.01" />
</mat-form-field>
<mat-form-field appearance="outline" class="rdps-field">
<mat-label>{{ 'labels.inputs.Period' | translate }}</mat-label>
<mat-select formControlName="preClosurePenalInterestOnTypeId">
@for (
preClosurePenalInterestOnType of preClosurePenalInterestOnTypeData;
track preClosurePenalInterestOnType
) {
<mat-option [value]="preClosurePenalInterestOnType.id">
{{ preClosurePenalInterestOnType.value | translateKey: 'catalogs' }}
</mat-option>
}
</mat-select>
</mat-form-field>
</div>
}
</div>
</div>
@@ -162,12 +162,3 @@ $gray-900: #202124;
}
}
}
.rdps-preclosure-toggle {
display: block;
margin: 4px 0 16px;
padding-bottom: 16px;
border-bottom: 1px solid $gray-200;
font-size: 14px;
color: $gray-900;
}
@@ -28,7 +28,6 @@ export class RecurringDepositProductSettingsStepComponent implements OnInit {
recurringDepositProductSettingsForm: UntypedFormGroup;
lockinPeriodFrequencyTypeData: any;
preClosurePenalInterestOnTypeData: any;
constructor() {
this.createrecurringDepositProductSettingsForm();
@@ -36,7 +35,6 @@ export class RecurringDepositProductSettingsStepComponent implements OnInit {
ngOnInit() {
this.lockinPeriodFrequencyTypeData = this.recurringDepositProductsTemplate.lockinPeriodFrequencyTypeOptions;
this.preClosurePenalInterestOnTypeData = this.recurringDepositProductsTemplate.preClosurePenalInterestOnTypeOptions;
if (this.recurringDepositProductsTemplate?.id) {
this.recurringDepositProductSettingsForm.patchValue({
@@ -48,9 +46,6 @@ export class RecurringDepositProductSettingsStepComponent implements OnInit {
enableLockinPeriod: this.recurringDepositProductsTemplate.enableLockinPeriod ?? false,
lockinPeriodFrequency: this.recurringDepositProductsTemplate.lockinPeriodFrequency ?? '',
lockinPeriodFrequencyType: this.recurringDepositProductsTemplate.lockinPeriodFrequencyType?.id ?? '',
preClosurePenalApplicable: this.recurringDepositProductsTemplate.preClosurePenalApplicable ?? false,
preClosurePenalInterest: this.recurringDepositProductsTemplate.preClosurePenalInterest ?? '',
preClosurePenalInterestOnTypeId: this.recurringDepositProductsTemplate.preClosurePenalInterestOnType?.id ?? '',
maturityInstructions: this.recurringDepositProductsTemplate.maturityInstructions ?? false,
creditMaturityProceeds: this.recurringDepositProductsTemplate.creditMaturityProceeds ?? false,
penaltyGracePeriodMissedInstallments:
@@ -76,9 +71,6 @@ export class RecurringDepositProductSettingsStepComponent implements OnInit {
enableLockinPeriod: [false],
lockinPeriodFrequency: [''],
lockinPeriodFrequencyType: [''],
preClosurePenalApplicable: [false],
preClosurePenalInterest: [''],
preClosurePenalInterestOnTypeId: [''],
maturityInstructions: [false],
creditMaturityProceeds: [false],
penaltyGracePeriodMissedInstallments: [false],
@@ -1,4 +1,4 @@
/**
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
@@ -22,6 +22,7 @@ import { SavingProductAccountingStepComponent } from '../saving-product-stepper/
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Accounting } from 'app/core/utils/accounting';
import { SavingProductPreviewStepComponent } from '../saving-product-stepper/saving-product-preview-step/saving-product-preview-step.component';
import { MatTabsModule } from '@angular/material/tabs';
@@ -47,6 +48,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateSavingProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
@@ -162,14 +164,24 @@ export class CreateSavingProductComponent {
submit() {
const savingProduct = this.prepareSavingProductPayload();
console.log('Saving product submit payload:', savingProduct);
this.productsService.createSavingProduct(savingProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createSavingProduct(savingProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Savings product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
}
@@ -22,6 +22,7 @@ import { ShareProductAccountingStepComponent } from '../share-product-stepper/sh
/** Custom Services */
import { ProductsService } from 'app/products/products.service';
import { SettingsService } from 'app/settings/settings.service';
import { AlertService } from 'app/core/alert/alert.service';
import { Accounting } from 'app/core/utils/accounting';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { ShareProductPreviewStepComponent } from '../share-product-stepper/share-product-preview-step/share-product-preview-step.component';
@@ -49,6 +50,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class CreateShareProductComponent {
private route = inject(ActivatedRoute);
private productsService = inject(ProductsService);
private alertService = inject(AlertService);
private router = inject(Router);
private settingsService = inject(SettingsService);
private accounting = inject(Accounting);
@@ -143,14 +145,24 @@ export class CreateShareProductComponent {
chargesSelected: this.shareProduct.chargesSelected.map((charge: any) => ({ id: charge.id })),
locale: this.settingsService.language.code // locale required for digitsAfterDecimal
};
this.productsService.createShareProduct(shareProduct).subscribe((response: any) => {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
this.productsService.createShareProduct(shareProduct).subscribe({
next: (response: any) => {
if (response?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message: 'Share product creation request submitted successfully for approval.'
});
this.router.navigate(['../'], { relativeTo: this.route });
} else {
this.router.navigate(
[
'../',
response.resourceId
],
{ relativeTo: this.route }
);
}
}
});
}
}
@@ -28,7 +28,7 @@
}
</div>
</div>
<div style="display: flex; gap: 10px; flex-shrink: 0">
<div class="pv-hero-actions">
<button
class="pv-edit-btn"
type="button"
@@ -43,111 +43,141 @@
</div>
</div>
<div class="pv-legacy">
<h3 class="mat-h3 flex-fill">{{ 'labels.inputs.Details' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Short Name' | translate }}:</span>
<span class="flex-60">{{ shareProduct.shortName }}</span>
<!-- DETAILS -->
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--blue"><fa-icon icon="info-circle"></fa-icon></div>
<h3>{{ 'labels.inputs.Details' | translate }}</h3>
</div>
@if (shareProduct.description) {
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Description' | translate }}:</span>
<span class="flex-60">{{ shareProduct.description }}</span>
</div>
}
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Currency' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Currency' | translate }}:</span>
<span class="flex-60">{{ shareProduct.currency.name }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Decimal Places' | translate }}:</span>
<span class="flex-60">{{ shareProduct.currency.decimalPlaces }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Currency in multiples of' | translate }}:</span>
<span class="flex-60">{{ shareProduct.currency.inMultiplesOf }}</span>
</div>
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Terms' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Total Number of Shares' | translate }}:</span>
<span class="flex-60">{{ shareProduct.totalShares | formatNumber }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Shares to be Issued' | translate }}:</span>
<span class="flex-60">{{ shareProduct.totalSharesIssued | formatNumber }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Nominal/Unit Price' | translate }}:</span>
<span class="flex-60">{{ shareProduct.unitPrice | formatNumber }}</span>
</div>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Capital Value' | translate }}:</span>
<span class="flex-60">{{ shareProduct.shareCapital | formatNumber }}</span>
</div>
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Settings' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Shares per Client' | translate }}:</span>
<span class="flex-60">{{
shareProduct.nominalShares +
' (Min: ' +
(shareProduct.minimumShares ? shareProduct.minimumShares : shareProduct.nominalShares) +
', Max: ' +
(shareProduct.maximumShares ? shareProduct.maximumShares : shareProduct.nominalShares) +
')'
}}</span>
</div>
@if (shareProduct.minimumActivePeriod) {
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Minimum Active Period' | translate }}:</span>
<span class="flex-60"
>{{ shareProduct.minimumActivePeriod }}
{{ shareProduct.minimumActivePeriodForDividendsTypeEnum.value | translateKey: 'catalogs' }}</span
<div class="pv-grid">
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Short Name' | translate }}</span>
<span class="pv-v"
><strong>{{ shareProduct.shortName }}</strong></span
>
</div>
}
@if (shareProduct.description) {
<div class="pv-kv pv-kv--span">
<span class="pv-k">{{ 'labels.inputs.Description' | translate }}</span>
<span class="pv-v">{{ shareProduct.description }}</span>
</div>
}
</div>
</section>
@if (shareProduct.lockinPeriod) {
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Lock-in Period' | translate }}:</span>
<span class="flex-60"
>{{ shareProduct.lockinPeriod }} {{ shareProduct.lockPeriodTypeEnum.value | translateKey: 'catalogs' }}</span
<!-- CURRENCY -->
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--teal"><fa-icon icon="coins"></fa-icon></div>
<h3>{{ 'labels.heading.Currency' | translate }}</h3>
</div>
<div class="pv-grid">
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Currency' | translate }}</span>
<span class="pv-v"
><strong>{{ shareProduct.currency.name }}</strong></span
>
</div>
}
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Allow dividends for inactive clients' | translate }}:</span>
<span class="flex-60">{{ shareProduct.allowDividendCalculationForInactiveClients | yesNo }}</span>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Decimal Places' | translate }}</span>
<span class="pv-v">{{ shareProduct.currency.decimalPlaces }}</span>
</div>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Currency in multiples of' | translate }}</span>
<span class="pv-v">{{ shareProduct.currency.inMultiplesOf }}</span>
</div>
</div>
</section>
@if (shareProduct.marketPrice?.length) {
<div class="layout-row-wrap responsive-column flex-fill">
<h3 class="mat-h3 flex-fill">{{ 'labels.inputs.Market Price Period' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<table class="flex-fill mat-elevation-z1" mat-table [dataSource]="shareProduct.marketPrice">
<!-- TERMS -->
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--amber"><fa-icon icon="percentage"></fa-icon></div>
<h3>{{ 'labels.heading.Terms' | translate }}</h3>
</div>
<div class="pv-grid">
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Total Number of Shares' | translate }}</span>
<span class="pv-v">{{ shareProduct.totalShares | formatNumber }}</span>
</div>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Shares to be Issued' | translate }}</span>
<span class="pv-v">{{ shareProduct.totalSharesIssued | formatNumber }}</span>
</div>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Nominal/Unit Price' | translate }}</span>
<span class="pv-v">{{ shareProduct.unitPrice | formatNumber }}</span>
</div>
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Capital Value' | translate }}</span>
<span class="pv-v">{{ shareProduct.shareCapital | formatNumber }}</span>
</div>
</div>
</section>
<!-- SETTINGS -->
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--indigo"><fa-icon icon="sliders-h"></fa-icon></div>
<h3>{{ 'labels.heading.Settings' | translate }}</h3>
</div>
<div class="pv-grid">
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Shares per Client' | translate }}</span>
<span class="pv-v">{{
shareProduct.nominalShares +
' (Min: ' +
(shareProduct.minimumShares ? shareProduct.minimumShares : shareProduct.nominalShares) +
', Max: ' +
(shareProduct.maximumShares ? shareProduct.maximumShares : shareProduct.nominalShares) +
')'
}}</span>
</div>
@if (shareProduct.minimumActivePeriod) {
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Minimum Active Period' | translate }}</span>
<span class="pv-v"
>{{ shareProduct.minimumActivePeriod }}
{{ shareProduct.minimumActivePeriodForDividendsTypeEnum.value | translateKey: 'catalogs' }}</span
>
</div>
}
@if (shareProduct.lockinPeriod) {
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Lock-in Period' | translate }}</span>
<span class="pv-v"
>{{ shareProduct.lockinPeriod }}
{{ shareProduct.lockPeriodTypeEnum.value | translateKey: 'catalogs' }}</span
>
</div>
}
<div class="pv-kv">
<span class="pv-k">{{ 'labels.inputs.Allow dividends for inactive clients' | translate }}</span>
<span class="pv-v">
<span
class="pv-pill"
[class.pv-pill--green]="shareProduct.allowDividendCalculationForInactiveClients"
[class.pv-pill--gray]="!shareProduct.allowDividendCalculationForInactiveClients"
>
{{ shareProduct.allowDividendCalculationForInactiveClients | yesNo }}
</span>
</span>
</div>
</div>
</section>
<!-- MARKET PRICE -->
@if (shareProduct.marketPrice?.length) {
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--teal"><fa-icon icon="chart-line"></fa-icon></div>
<h3>{{ 'labels.inputs.Market Price Period' | translate }}</h3>
</div>
<div class="pv-table-wrap">
<table class="pv-table" mat-table [dataSource]="shareProduct.marketPrice">
<ng-container matColumnDef="fromDate">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.From Date' | translate }}</th>
<td mat-cell *matCellDef="let marketPrice">
@@ -164,13 +194,18 @@
<tr mat-row *matRowDef="let row; columns: marketPriceDisplayedColumns"></tr>
</table>
</div>
}
</section>
}
@if (shareProduct.charges.length) {
<div class="layout-row-wrap responsive-column flex-fill">
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Charges' | translate }}</h3>
<mat-divider [inset]="true"></mat-divider>
<table class="flex-fill mat-elevation-z1" mat-table [dataSource]="shareProduct.charges">
<!-- CHARGES -->
@if (shareProduct.charges.length) {
<section class="pv-section">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--red"><fa-icon icon="receipt"></fa-icon></div>
<h3>{{ 'labels.heading.Charges' | translate }}</h3>
</div>
<div class="pv-table-wrap">
<table class="pv-table" mat-table [dataSource]="shareProduct.charges">
<ng-container matColumnDef="name">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Name' | translate }}</th>
<td mat-cell *matCellDef="let charge">
@@ -199,62 +234,57 @@
<tr mat-row *matRowDef="let row; columns: chargesDisplayedColumns"></tr>
</table>
</div>
}
</section>
}
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Accounting' | translate }}</h3>
<!-- ACCOUNTING -->
<section class="pv-section pv-accounting">
<div class="pv-section-h">
<div class="pv-section-ic pv-section-ic--green"><fa-icon icon="book"></fa-icon></div>
<h3>{{ 'labels.heading.Accounting' | translate }}</h3>
</div>
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill layout-row">
<span class="flex-40">{{ 'labels.inputs.Type' | translate }}:</span>
<span class="flex-60">{{
<div class="pv-accounting-row">
<span class="pv-accounting-label">{{ 'labels.inputs.Type' | translate }}</span>
<span class="pv-accounting-value">{{
'labels.accounting.' + getAccountingRuleName(shareProduct.accountingRule.value) | translate
}}</span>
</div>
@if (shareProduct.accountingRule.id === 2) {
<div class="layout-row-wrap responsive-column flex-fill">
<h4 class="mat-h4 flex-fill">{{ 'labels.heading.Assets' | translate }}</h4>
<div class="flex-fill">
<mifosx-gl-account-display
class="flex-100"
[accountTitle]="'Share reference'"
[glAccount]="shareProduct.accountingMappings.shareReferenceId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
<h4 class="mat-h4 flex-fill">{{ 'labels.heading.Liabilities' | translate }}</h4>
<div class="flex-fill">
<mifosx-gl-account-display
class="flex-100"
[accountTitle]="'Share suspense control'"
[glAccount]="shareProduct.accountingMappings.shareSuspenseId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
<h4 class="mat-h4 flex-fill">{{ 'labels.heading.Share Equity' | translate }}</h4>
<div class="flex-fill">
<mifosx-gl-account-display
class="flex-100"
[accountTitle]="'Equity'"
[glAccount]="shareProduct.accountingMappings.shareEquityId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
<h4 class="mat-h4 flex-fill">{{ 'labels.heading.Income' | translate }}</h4>
<div class="flex-fill">
<mifosx-gl-account-display
class="flex-100"
[accountTitle]="'Income from fees'"
[glAccount]="shareProduct.accountingMappings.incomeFromFeeAccountId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
<div class="pv-accounting-details">
<h4 class="pv-sub-h">{{ 'labels.heading.Assets' | translate }}</h4>
<mifosx-gl-account-display
[accountTitle]="'Share reference'"
[glAccount]="shareProduct.accountingMappings.shareReferenceId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
<h4 class="pv-sub-h">{{ 'labels.heading.Liabilities' | translate }}</h4>
<mifosx-gl-account-display
[accountTitle]="'Share suspense control'"
[glAccount]="shareProduct.accountingMappings.shareSuspenseId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
<h4 class="pv-sub-h">{{ 'labels.heading.Share Equity' | translate }}</h4>
<mifosx-gl-account-display
[accountTitle]="'Equity'"
[glAccount]="shareProduct.accountingMappings.shareEquityId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
<h4 class="pv-sub-h">{{ 'labels.heading.Income' | translate }}</h4>
<mifosx-gl-account-display
[accountTitle]="'Income from fees'"
[glAccount]="shareProduct.accountingMappings.incomeFromFeeAccountId"
[withTitle]="'40%'"
>
</mifosx-gl-account-display>
</div>
}
</div>
</section>
</div>
@@ -6,8 +6,6 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use 'assets/styles/helper';
@use 'assets/styles/colours' as *;
@use 'assets/styles/product-view' as pv;
@include pv.product-view-styles;
@@ -18,13 +16,111 @@
--pv-accent-l: #fce7f3;
}
.tab-container {
padding: 1%;
margin: 1%;
.pv-hero-actions {
display: flex;
gap: 10px;
flex-shrink: 0;
flex-wrap: wrap;
align-items: flex-start;
}
.mat-h3 {
margin-top: 10px !important;
font-weight: 300;
color: $status-approved;
/* ───────── COMPACT ACCOUNTING SECTION ───────── */
.pv-accounting {
.pv-accounting-row {
display: grid;
grid-template-columns: minmax(220px, 40%) 1fr;
gap: 14px;
align-items: baseline;
padding: 8px 0;
border-bottom: 1px dashed var(--pv-g100);
min-height: unset;
line-height: 1.4;
}
.pv-accounting-label {
font-size: 10.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.06em;
color: var(--pv-g500);
margin: 0;
flex: none;
}
.pv-accounting-value {
font-size: 13.5px;
color: var(--pv-g900);
font-weight: 500;
word-break: break-word;
margin: 0;
flex: none;
}
.pv-accounting-details {
margin-top: 0;
h4.pv-sub-h {
margin: 16px 0 8px;
font-size: 12px;
font-weight: 700;
color: var(--pv-g700);
text-transform: uppercase;
letter-spacing: 0.05em;
line-height: 1.2;
}
mifosx-gl-account-display {
display: block;
padding: 8px 0;
min-height: unset;
line-height: 1.4;
border-bottom: 1px dashed var(--pv-g100);
&:last-child {
border-bottom: 0;
}
::ng-deep .layout-row {
display: grid;
grid-template-columns: minmax(220px, 40%) 1fr;
gap: 14px;
align-items: baseline;
margin: 0;
}
::ng-deep div {
margin: 0 !important;
line-height: 1.4;
}
::ng-deep .header {
font-size: 10.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.06em;
color: var(--pv-g500);
margin: 0 !important;
max-width: 100%;
flex: none;
}
::ng-deep div:not(.header) {
font-size: 13.5px;
color: var(--pv-g900);
font-weight: 500;
word-break: break-word;
margin: 0 !important;
max-width: 100%;
flex: none;
}
}
}
@media (width <= 600px) {
.pv-accounting-row,
.pv-accounting-details mifosx-gl-account-display ::ng-deep .layout-row {
grid-template-columns: 1fr;
gap: 4px;
}
}
}
+4
View File
@@ -7,6 +7,10 @@
-->
<div class="container m-b-10 layout-row layout-lt-md-column align-end gap-1percent">
<button mat-raised-button color="primary" class="m-r-10" (click)="configureShortcuts()">
<fa-icon icon="keyboard" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Configure Shortcuts' | translate }}
</button>
<button mat-raised-button color="primary" class="m-r-10" [routerLink]="['/system', 'roles-and-permissions']">
<fa-icon icon="check" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Permissions' | translate }}
+8 -1
View File
@@ -28,6 +28,7 @@ import { Router, RouterLink } from '@angular/router';
import { AuthenticationService } from 'app/core/authentication/authentication.service';
import { ChangePasswordDialogComponent } from 'app/shared/change-password-dialog/change-password-dialog.component';
import { SettingsService } from 'app/settings/settings.service';
import { KeyboardShortcutsDialogComponent } from 'app/shared/keyboard-shortcuts-dialog/keyboard-shortcuts-dialog.component';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -108,7 +109,13 @@ export class ProfileComponent implements OnInit {
});
}
get tenantIdentifier(): string {
get tenantIdentifier() {
return this.settingsService.tenantIdentifier || 'default';
}
configureShortcuts() {
this.dialog.open(KeyboardShortcutsDialogComponent, {
width: '800px'
});
}
}
+1 -1
View File
@@ -9,7 +9,7 @@
import { Injectable, inject } from '@angular/core';
import { HttpClient, HttpParams } from '@angular/common/http';
import { Observable } from 'rxjs';
import { environment } from 'environments/environment';
import { environment } from '../../environments/environment';
export interface OpenProjectWorkPackage {
id: number;
@@ -27,7 +27,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
imports: [
...STANDALONE_SHARED_IMPORTS,
FaIconComponent,
NgClass,
TransactionPaymentDetailComponent,
CurrencyPipe,
DateFormatPipe
@@ -60,7 +60,6 @@ import { MatTooltipModule } from '@angular/material/tooltip';
DateFormatPipe,
DatetimeFormatPipe,
FormatNumberPipe,
YesnoPipe,
MatCardModule,
MatTooltipModule
]
@@ -1,160 +0,0 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h2 mat-dialog-title class="dialog-header no-print">
<span>{{ accountType === 'FD' ? 'Fixed Deposit' : 'Recurring Deposit' }} Certificate</span>
<span class="flex-auto"></span>
</h2>
<div mat-dialog-content class="dialog-content-container">
<!-- Certificate Page Frame -->
<div class="certificate-container" id="deposit-certificate-print">
<div class="certificate-border-outer">
<div class="certificate-border-inner">
<!-- Certificate Watermark Icon/Seal -->
<div class="certificate-watermark">
<mat-icon class="watermark-icon">{{ accountType === 'FD' ? 'savings' : 'event_repeat' }}</mat-icon>
</div>
<div class="certificate-header">
<div class="bank-name">Nexora Co-operative Bank Ltd.</div>
<div class="bank-sub">Mumbai, Maharashtra, India</div>
<div class="cert-title">
{{ accountType === 'FD' ? 'FIXED DEPOSIT CERTIFICATE' : 'RECURRING DEPOSIT CERTIFICATE' }}
</div>
<div class="cert-subtitle">Issued under the Common Seal of the Bank</div>
</div>
<div class="cert-meta-row">
<div class="meta-item">
<span class="meta-label">Certificate No.</span>
<span class="meta-value">{{ certificateNo }}</span>
</div>
<div class="meta-item">
<span class="meta-label">Account No.</span>
<span class="meta-value">{{ accountData.accountNo }}</span>
</div>
<div class="meta-item">
<span class="meta-label">Date of Issue</span>
<span class="meta-value">{{ issueDate | dateFormat }}</span>
</div>
</div>
<div class="cert-body-section">
<p class="cert-main-text">
This is to certify that
<strong class="highlight-text">{{ accountData.clientName || accountData.groupName }}</strong>
holds a {{ accountType === 'FD' ? 'Fixed Deposit' : 'Recurring Deposit' }} account bearing account number
<strong class="highlight-text">{{ accountData.accountNo }}</strong>
with <strong class="highlight-text">Nexora Co-operative Bank Ltd.</strong>, as per the particulars set out
below.
</p>
<div class="issued-to-details">
<div class="issued-to-title">ISSUED TO:</div>
<div class="client-name-details">{{ accountData.clientName || accountData.groupName }}</div>
<div class="client-ids">
<span *ngIf="accountData.clientAccountNo"
><strong>Customer ID:</strong> {{ accountData.clientAccountNo }}</span
>
<span *ngIf="panNumber && panNumber !== 'Not Available'">
&middot; <strong>PAN:</strong> {{ panNumber }}</span
>
</div>
<div class="client-address" *ngIf="clientAddress">
{{ clientAddress }}
</div>
</div>
</div>
<!-- Details Grid -->
<table class="certificate-details-table">
<tbody>
<tr>
<td class="lbl-col">Product</td>
<td class="val-col">{{ accountData.depositProductName }}</td>
<td class="lbl-col">{{ accountType === 'FD' ? 'Deposit Date' : 'First Deposit Date' }}</td>
<td class="val-col">{{ depositDate | dateFormat }}</td>
</tr>
<tr *ngIf="accountType === 'FD'">
<td class="lbl-col">Deposit Amount</td>
<td class="val-col">
{{ accountData.depositAmount | currency: accountData.currency.code : 'symbol-narrow' }}
</td>
<td class="lbl-col">Tenure</td>
<td class="val-col">{{ tenureLabel }}</td>
</tr>
<tr *ngIf="accountType === 'RD'">
<td class="lbl-col">Installment Amount</td>
<td class="val-col">
{{
accountData.mandatoryRecommendedDepositAmount | currency: accountData.currency.code : 'symbol-narrow'
}}
</td>
<td class="lbl-col">Installment Frequency</td>
<td class="val-col">
Every {{ accountData.recurringFrequency }} {{ accountData.recurringFrequencyType?.value }}
</td>
</tr>
<tr *ngIf="accountType === 'RD'">
<td class="lbl-col">Tenure</td>
<td class="val-col">{{ tenureLabel }}</td>
<td class="lbl-col">Interest Rate (p.a.)</td>
<td class="val-col">{{ accountData.nominalAnnualInterestRate }}%</td>
</tr>
<tr *ngIf="accountType === 'FD'">
<td class="lbl-col">Interest Rate (p.a.)</td>
<td class="val-col">{{ accountData.nominalAnnualInterestRate }}%</td>
<td class="lbl-col">Interest Compounding</td>
<td class="val-col">{{ accountData.interestCompoundingPeriodType?.value }}</td>
</tr>
<tr>
<td class="lbl-col">Maturity Date</td>
<td class="val-col">{{ accountData.maturityDate | dateFormat }}</td>
<td class="lbl-col">Current Balance</td>
<td class="val-col">
{{ accountData.summary?.accountBalance | currency: accountData.currency.code : 'symbol-narrow' }}
</td>
</tr>
<tr class="highlight-row">
<td colspan="2" class="lbl-col-highlight">MATURITY AMOUNT</td>
<td colspan="2" class="val-col-highlight">
{{ accountData.maturityAmount | currency: accountData.currency.code : 'symbol-narrow' }}
</td>
</tr>
</tbody>
</table>
<div class="cert-footer">
<div class="seal-container">
<div class="seal-ring">
<div class="seal-text">COMMON SEAL</div>
</div>
</div>
<div class="closing-text">
Given under the common seal of the bank this {{ issueDate | date: 'd' }} day of
{{ issueDate | date: 'MMMM yyyy' }}.
</div>
<div class="signatures-container">
<div class="signature-block">
<div class="signature-line"></div>
<div class="signatory-title">Authorised Signatory</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<mat-dialog-actions align="end" class="no-print">
<button mat-button mat-dialog-close>{{ 'labels.buttons.Close' | translate }}</button>
<button mat-raised-button color="primary" (click)="printCertificate()">
<mat-icon class="m-r-5">print</mat-icon>
Print Certificate
</button>
</mat-dialog-actions>
@@ -1,512 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.dialog-header {
display: flex;
align-items: center;
border-bottom: 1px solid #e0e0e0;
padding-bottom: 12px;
margin-bottom: 16px;
font-weight: 500;
color: #1a252c;
}
.dialog-content-container {
max-height: 80vh;
overflow-y: auto;
padding: 10px;
}
/* Certificate Outer Container */
.certificate-container {
background-color: #faf8f5;
padding: 20px;
font-family: Georgia, 'Times New Roman', Times, serif;
color: #2c2520;
box-shadow: 0 4px 20px rgb(0 0 0 / 8%);
border-radius: 8px;
max-width: 800px;
margin: 0 auto;
}
/* Classic Ornate Border System */
.certificate-border-outer {
border: 5px double #c5a059; /* Gold double border */
padding: 8px;
background-color: #fdfcf7; /* Textured light cream */
border-radius: 4px;
position: relative;
}
.certificate-border-inner {
border: 1px solid #dcd1bd;
padding: 30px;
border-radius: 2px;
position: relative;
overflow: hidden;
}
/* Watermark */
.certificate-watermark {
position: absolute;
top: 50%;
left: 50%;
transform: translate(-50%, -50%);
opacity: 0.03;
pointer-events: none;
z-index: 1;
.watermark-icon {
font-size: 280px;
width: 280px;
height: 280px;
color: #c5a059;
}
}
.certificate-header,
.cert-meta-row,
.cert-body-section,
.certificate-details-table,
.cert-footer {
position: relative;
z-index: 2; /* Ensure content is above watermark */
}
/* Header styling */
.certificate-header {
text-align: center;
margin-bottom: 30px;
border-bottom: 2px solid #f2edd5;
padding-bottom: 20px;
.bank-name {
font-size: 26px;
font-weight: bold;
color: #0b3c5d; /* Dark Premium Blue */
text-transform: uppercase;
letter-spacing: 1.5px;
margin-bottom: 4px;
}
.bank-sub {
font-size: 13px;
color: #7b6f63;
font-style: italic;
letter-spacing: 1px;
margin-bottom: 20px;
}
.cert-title {
font-size: 28px;
font-weight: 400;
color: #c5a059; /* Classic Gold */
letter-spacing: 4px;
margin-bottom: 5px;
font-family: Georgia, serif;
}
.cert-subtitle {
font-size: 11px;
color: #7b6f63;
text-transform: uppercase;
letter-spacing: 2px;
}
}
/* Meta Data Grid (Top of cert) */
.cert-meta-row {
display: flex;
justify-content: space-between;
margin-bottom: 30px;
border-bottom: 1px solid #f2edd5;
padding-bottom: 15px;
.meta-item {
display: flex;
flex-direction: column;
.meta-label {
font-size: 11px;
text-transform: uppercase;
color: #928374;
letter-spacing: 1px;
margin-bottom: 3px;
}
.meta-value {
font-size: 15px;
font-weight: bold;
color: #322f2b;
}
}
}
/* Main Body text */
.cert-body-section {
margin-bottom: 35px;
.cert-main-text {
font-size: 15px;
line-height: 1.8;
text-align: center;
color: #4a453f;
margin-bottom: 25px;
.highlight-text {
color: #1a202c;
font-weight: 600;
border-bottom: 1px dotted #c5a059;
padding-bottom: 1px;
}
}
}
/* Issued To Details Block */
.issued-to-details {
border: 1px solid #f0e6d2;
background-color: #fbfaf5;
padding: 15px 20px;
border-radius: 4px;
margin: 20px auto;
max-width: 90%;
text-align: left;
.issued-to-title {
font-size: 10px;
font-weight: bold;
color: #c5a059;
letter-spacing: 1.5px;
margin-bottom: 6px;
}
.client-name-details {
font-size: 18px;
font-weight: bold;
color: #0b3c5d;
margin-bottom: 4px;
}
.client-ids {
font-size: 12px;
color: #666;
margin-bottom: 6px;
}
.client-address {
font-size: 12px;
color: #7b6f63;
line-height: 1.4;
}
}
/* Certificate Data Table */
.certificate-details-table {
width: 100%;
border-collapse: collapse;
margin-bottom: 40px;
td {
padding: 10px 12px;
border: 1px solid #ede8db;
font-size: 13px;
}
.lbl-col {
background-color: #f7f5ee;
font-weight: bold;
color: #7b6f63;
width: 25%;
}
.val-col {
color: #322f2b;
width: 25%;
}
.highlight-row {
background-color: #f5f2e9;
border-top: 2px solid #c5a059;
}
.lbl-col-highlight {
font-weight: bold;
color: #0b3c5d;
font-size: 14px;
letter-spacing: 1px;
text-align: right;
padding-right: 20px;
}
.val-col-highlight {
font-size: 16px;
font-weight: bold;
color: #b8860b; /* Dark Goldenrod */
}
}
/* Certificate Footer Seal / Signatures */
.cert-footer {
display: flex;
justify-content: space-between;
align-items: center;
margin-top: 20px;
.seal-container {
width: 25%;
.seal-ring {
width: 90px;
height: 90px;
border: 2px dashed #b8860b;
border-radius: 50%;
display: flex;
align-items: center;
justify-content: center;
margin: 0 auto;
transform: rotate(-15deg);
.seal-text {
font-size: 10px;
font-weight: bold;
color: #b8860b;
text-align: center;
line-height: 1.2;
letter-spacing: 1px;
}
}
}
.closing-text {
width: 45%;
font-size: 12px;
color: #7b6f63;
font-style: italic;
line-height: 1.5;
text-align: center;
}
.signatures-container {
width: 30%;
text-align: center;
.signature-block {
display: inline-block;
width: 80%;
.signature-line {
border-bottom: 1px solid #7b6f63;
margin-bottom: 8px;
height: 40px; /* Space for signature */
}
.signatory-title {
font-size: 12px;
color: #7b6f63;
font-weight: bold;
text-transform: uppercase;
letter-spacing: 0.5px;
}
}
}
}
/* Print CSS */
@media print {
/* Everything below `::ng-deep` reaches outside this component's own template -- html/body and
the whole Angular Material CDK overlay chain never carry this component's scoping attribute
under the default emulated encapsulation, so a plain (scoped) selector would silently never
match any of them. `::ng-deep` is deprecated but still the correct tool for a component that
genuinely needs to override its host application's shell during print. */
/* The app shell pins html/body to a fixed viewport height with overflow hidden (its inner
panels handle their own scrolling on screen) -- left in place, that caps every printed page
at one viewport's worth of content and silently cuts off the rest instead of paginating. */
::ng-deep html,
::ng-deep body {
height: auto !important;
overflow: visible !important;
}
/* Hide non-overlay contents during print */
::ng-deep body > :not(.cdk-overlay-container) {
display: none !important;
}
/* The dialog's own scroll region clips anything past 80vh -- printing only captures what a
scrollable/max-height box shows on screen, so both constraints must be lifted or the
certificate gets cut off after its first visible slice. */
.dialog-content-container {
max-height: none !important;
overflow: visible !important;
}
/* CDK's overlay wrapper/backdrop/pane are all `position: fixed` (needed to center the dialog
on screen) and the wrapper flex-centers its content -- during print, a fixed-position
ancestor is clipped to one page's height, so anything taller than that gets cut off and only
a thin cross-section (here, just the certificate's own border) survives. Every ancestor in
that chain has to become a normal, statically-flowing block for the full certificate to print. */
::ng-deep .cdk-overlay-backdrop {
display: none !important;
}
::ng-deep .cdk-overlay-container,
::ng-deep .cdk-global-overlay-wrapper,
::ng-deep .cdk-overlay-pane,
::ng-deep .mat-mdc-dialog-container,
::ng-deep .mdc-dialog__container,
::ng-deep .mdc-dialog__surface {
position: static !important;
display: block !important;
max-height: none !important;
max-width: none !important;
height: auto !important;
width: auto !important;
overflow: visible !important;
transform: none !important;
}
/* Make certificate fill page */
#deposit-certificate-print {
position: static !important;
width: 100% !important;
height: auto !important;
padding: 0 !important;
margin: 0 !important;
background-color: #fff !important;
box-shadow: none !important;
}
.certificate-border-outer {
border-width: 8px !important;
background-color: #fff !important;
}
.no-print {
display: none !important;
}
::ng-deep .mat-mdc-dialog-container {
padding: 0 !important;
}
/* Compact every spacing/font value so the whole certificate fits a single printed page --
the on-screen sizing is generous by design, but that same height doesn't fit one page. */
.certificate-container {
padding: 6px !important;
}
.certificate-border-inner {
padding: 14px !important;
}
.certificate-header {
margin-bottom: 10px !important;
padding-bottom: 10px !important;
.bank-name {
font-size: 19px !important;
margin-bottom: 2px !important;
}
.bank-sub {
font-size: 10px !important;
margin-bottom: 8px !important;
}
.cert-title {
font-size: 19px !important;
letter-spacing: 2px !important;
margin-bottom: 2px !important;
}
.cert-subtitle {
font-size: 9px !important;
}
}
.cert-meta-row {
margin-bottom: 10px !important;
padding-bottom: 8px !important;
.meta-label {
font-size: 9px !important;
margin-bottom: 1px !important;
}
.meta-value {
font-size: 12px !important;
}
}
.cert-body-section {
margin-bottom: 10px !important;
.cert-main-text {
font-size: 11px !important;
line-height: 1.4 !important;
margin-bottom: 10px !important;
}
}
.issued-to-details {
padding: 8px 14px !important;
margin: 8px auto !important;
.client-name-details {
font-size: 14px !important;
}
.client-ids,
.client-address {
font-size: 10px !important;
}
}
.certificate-details-table {
margin-bottom: 12px !important;
td {
padding: 5px 10px !important;
font-size: 10px !important;
}
.lbl-col-highlight {
font-size: 12px !important;
}
.val-col-highlight {
font-size: 13px !important;
}
}
.cert-footer {
margin-top: 8px !important;
.seal-ring {
width: 60px !important;
height: 60px !important;
}
.seal-text {
font-size: 8px !important;
}
.closing-text {
font-size: 10px !important;
}
.signature-line {
height: 22px !important;
}
.signatory-title {
font-size: 10px !important;
}
}
}
@@ -1,132 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, inject } from '@angular/core';
import {
MAT_DIALOG_DATA,
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { ClientsService } from 'app/clients/clients.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { DateFormatPipe } from '../../pipes/date-format.pipe';
import { CurrencyPipe } from '@angular/common';
import { MatButton } from '@angular/material/button';
import { MatIcon } from '@angular/material/icon';
/**
* Printable deposit certificate for a Fixed Deposit or Recurring Deposit account -- handed to the
* customer as physical proof of their deposit. Shared between FD and RD since both account shapes
* carry the same core fields (depositAmount, nominalAnnualInterestRate, depositPeriod, maturityDate,
* maturityAmount); RD additionally shows its installment/frequency details.
*/
@Component({
selector: 'mifosx-deposit-certificate-dialog',
templateUrl: './deposit-certificate-dialog.component.html',
styleUrls: ['./deposit-certificate-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
DateFormatPipe,
CurrencyPipe,
MatButton,
MatIcon
]
})
export class DepositCertificateDialogComponent implements OnInit {
dialogRef = inject<MatDialogRef<DepositCertificateDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
clientsService = inject(ClientsService);
/** 'FD' or 'RD' -- controls the title and which extra rows show. */
accountType: 'FD' | 'RD';
accountData: any;
clientData: any;
clientAddress = '';
panNumber = 'Not Available';
certificateNo = '';
issueDate: Date = new Date();
ngOnInit() {
this.accountType = this.data.accountType;
this.accountData = this.data.accountData;
const clientId = this.data.clientId != null ? String(this.data.clientId) : null;
this.certificateNo = `${this.accountType}-CERT-${this.accountData.accountNo}`;
if (!clientId) {
return;
}
this.clientsService.getClientData(clientId).subscribe({
next: (client: any) => {
this.clientData = client;
},
error: () => {}
});
this.clientsService.getClientAddressData(clientId).subscribe({
next: (addresses: any[]) => {
if (addresses && addresses.length > 0) {
const permanent = addresses.find((a) => /permanent/i.test(a?.addressType || '')) || addresses[0];
this.clientAddress = this.formatAddress(permanent);
}
},
error: () => {}
});
this.clientsService.getClientIdentifiers(clientId).subscribe({
next: (identifiers: any[]) => {
const idList = Array.isArray(identifiers) ? identifiers : (identifiers as any)?.pageItems || [];
const panId = idList.find((id: any) => /pan/i.test(id?.documentType?.name || ''));
if (panId) {
this.panNumber = panId.documentKey;
}
},
error: () => {}
});
}
formatAddress(addr: any): string {
if (!addr) return '';
return [
addr.addressLine1,
addr.addressLine2,
addr.townVillage,
addr.city,
addr.stateName,
addr.countryName,
addr.postalCode
]
.filter((p) => !!p && String(p).trim())
.join(', ');
}
get depositDate(): any {
return this.accountData?.timeline?.activatedOnDate ?? this.accountData?.timeline?.submittedOnDate ?? null;
}
get tenureLabel(): string {
const period = this.accountData?.depositPeriod;
const freq = this.accountData?.depositPeriodFrequency?.value;
if (period == null) return 'N/A';
return freq ? `${period} ${freq}` : String(period);
}
printCertificate() {
window.print();
}
}
@@ -20,9 +20,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
templateUrl: './file-upload.component.html',
styleUrls: ['./file-upload.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
NgStyle,
FaIconComponent
...STANDALONE_SHARED_IMPORTS
]
})
export class FileUploadComponent implements OnInit {
@@ -6,37 +6,205 @@
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h1 mat-dialog-title>{{ 'labels.heading.Keyboard Shortcuts' | translate }}</h1>
<div class="ks-header">
<h1 mat-dialog-title class="ks-title">{{ 'labels.heading.Configure Keyboard Shortcuts' | translate }}</h1>
<button mat-icon-button (click)="openUsagePopup()" matTooltip="Shortcut Usage">
<mat-icon>analytics</mat-icon>
</button>
</div>
<div mat-dialog-content>
<div class="layout-column gap-2px">
@for (item of buttonConfig.buttonCombinations; track item) {
<mat-divider [inset]="true"></mat-divider>
<div class="flex-fill flex-50">
<span class="flex-50">
@if (item.ctrlKey) {
<span>
<span class="modifier-key">{{ 'labels.inputs.Ctrl' | translate }}</span> +
</span>
@if (validationError) {
<div class="alert error margin-b-10">
{{ validationError }}
</div>
}
<table class="ks-table">
<thead>
<tr>
<th>{{ 'labels.inputs.Shortcut Name' | translate }}</th>
<th>{{ 'Key Combination' }}</th>
</tr>
</thead>
<tbody>
@for (item of shortcuts; track item) {
<tr style="cursor: pointer" (click)="showShortcutDetails(item)">
<td [attr.colspan]="editingShortcutId === item.id || (!item.id && editingShortcutId === item.title) ? 2 : 1">
@if (editingShortcutId === item.id || (!item.id && editingShortcutId === item.title)) {
<!-- Edit Mode -->
<div class="layout-row-wrap layout-lt-md-column gap-2percent padding-y-10">
<h4 class="flex-100 margin-0 margin-b-10">Edit Shortcut</h4>
<mat-form-field class="ks-field flex-48">
<mat-label>Shortcut Name</mat-label>
<input matInput [(ngModel)]="editingShortcutData.title" [disabled]="!item.custom" />
</mat-form-field>
@if (item.custom || item.route) {
<mat-form-field class="ks-field flex-48">
<mat-label>URL / Route</mat-label>
<input matInput [(ngModel)]="editingShortcutData.route" [disabled]="!item.custom" />
</mat-form-field>
}
@if (item.custom) {
<mat-form-field class="ks-field flex-48">
<mat-label>Action</mat-label>
<mat-select [(ngModel)]="editingShortcutData.action">
<mat-option value="navigate">Navigate</mat-option>
</mat-select>
</mat-form-field>
}
<mat-form-field class="ks-field flex-48">
<mat-label>Key Combination</mat-label>
<input
matInput
readonly
[value]="formatShortcut(editingShortcutData)"
(keydown)="onKeyDown($event, editingShortcutData, true)"
placeholder="Press keys..."
/>
</mat-form-field>
<div class="flex-100 layout-row justify-content-end gap-10px">
<button mat-stroked-button class="ks-actions__cancel" (click)="cancelEditShortcut()">Cancel</button>
<button
mat-flat-button
class="ks-actions__confirm ks-actions__confirm--basic"
(click)="saveEditShortcut()"
>
Save
</button>
</div>
</div>
} @else {
<!-- View Mode -->
<span style="text-transform: capitalize; padding: 8px 0; display: inline-block">{{ item.title }}</span>
}
</td>
@if (!(editingShortcutId === item.id || (!item.id && editingShortcutId === item.title))) {
<td (click)="$event.stopPropagation()">
<mat-form-field class="ks-field" subscriptSizing="dynamic" style="width: 250px">
<input
matInput
readonly
[value]="formatShortcut(item)"
(keydown)="onKeyDown($event, item)"
(focus)="activeInputItem = item"
(blur)="activeInputItem = null"
placeholder="Click and press keys..."
matTooltip="Click here and press your desired key combination"
/>
</mat-form-field>
</td>
}
@if (item.shiftKey) {
<span>
<span class="modifier-key">{{ 'labels.inputs.Shift' | translate }}</span> +
</span>
}
@if (item.altKey) {
<span>
<span class="modifier-key">{{ 'labels.inputs.Alt' | translate }}</span> +
</span>
}
@if (item.key) {
<span>
<span class="modifier-key">{{ item.key }}</span></span
>
}
</span>
<span class="flex-50">{{ item.title }}</span>
</tr>
}
</tbody>
</table>
@if (isAddingNew) {
<div
class="layout-row-wrap layout-lt-md-column gap-2percent padding-20 mat-elevation-z1 margin-t-10"
style="background-color: white; border-radius: 4px"
>
<h4 class="flex-100 margin-0 margin-b-10">Add Custom Shortcut</h4>
<mat-form-field class="ks-field flex-48">
<mat-label>Shortcut Name</mat-label>
<input matInput [(ngModel)]="newShortcut.title" placeholder="e.g. Share Holder" />
</mat-form-field>
<mat-form-field class="ks-field flex-48">
<mat-label>URL / Route</mat-label>
<input matInput [(ngModel)]="newShortcut.route" placeholder="e.g. /shares/share-holders" />
</mat-form-field>
<mat-form-field class="ks-field flex-48">
<mat-label>Action</mat-label>
<mat-select [(ngModel)]="newShortcut.action">
<mat-option value="navigate">Navigate</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field class="ks-field flex-48">
<mat-label>Key Combination</mat-label>
<input
matInput
readonly
[value]="formatShortcut(newShortcut)"
(keydown)="onKeyDown($event, newShortcut, true)"
placeholder="Press keys..."
/>
</mat-form-field>
<div class="flex-100 layout-row justify-content-end gap-10px">
<button mat-stroked-button class="ks-actions__cancel" (click)="cancelAddShortcut()">Cancel</button>
<button mat-flat-button class="ks-actions__confirm ks-actions__confirm--basic" (click)="saveNewShortcut()">
Save
</button>
</div>
}
</div>
</div>
} @else {
<div class="margin-t-10">
<button mat-button color="primary" (click)="startAddShortcut()"><mat-icon>add</mat-icon> Add Shortcut</button>
</div>
}
</div>
<mat-dialog-actions class="ks-actions">
<button mat-flat-button class="ks-actions__confirm ks-actions__confirm--warn" (click)="resetToDefaults()">
Reset to Defaults
</button>
<div class="ks-actions__right">
<button mat-stroked-button class="ks-actions__cancel" (click)="cancel()">
{{ 'labels.button.cancel' | translate }}
</button>
<button
mat-flat-button
class="ks-actions__confirm ks-actions__confirm--basic"
(click)="save()"
[disabled]="validationError !== null"
>
{{ 'labels.button.save' | translate }}
</button>
</div>
</mat-dialog-actions>
<ng-template #shortcutDetailsTemplate let-data>
<h2 mat-dialog-title style="text-transform: capitalize">{{ data.title }}</h2>
<div mat-dialog-content>
<div class="layout-column gap-10px padding-y-10" style="font-size: 14px">
<div>
<strong>Shortcut Name:</strong> <br />
<span style="text-transform: capitalize">{{ data.title }}</span>
</div>
<div>
<strong>Key Combination:</strong> <br />
{{ formatShortcut(data) }}
</div>
<div>
<strong>Action:</strong> <br />
{{ data.action === 'navigate' ? 'Navigate' : data.action || data.id || 'Predefined' }}
</div>
@if (data.route) {
<div>
<strong>URL / Route:</strong> <br />
{{ data.route }}
</div>
}
<div>
<strong>Description:</strong> <br />
{{ getShortcutDescription(data) }}
</div>
</div>
</div>
<mat-dialog-actions align="end">
<button mat-button color="primary" (click)="startEditShortcut(data)">Edit</button>
<button mat-button color="warn" (click)="deleteShortcut(data)">Delete</button>
<button mat-button mat-dialog-close>Close</button>
</mat-dialog-actions>
</ng-template>
@@ -6,15 +6,157 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.modifier-key {
border: 1px solid #0000004d;
padding: 0.3rem;
background: #f8f8f8;
color: #00000086;
font-weight: bold;
border-radius: 0.3rem;
}
$primary: #1a73e8;
$gray-50: #f8f9fa;
$gray-100: #f1f3f4;
$gray-200: #e8eaed;
$gray-500: #9aa0a6;
$gray-700: #5f6368;
$gray-900: #202124;
$red: #ef4444;
$navy: #0d1b2a;
$white: #fff;
.mat-divider.mat-divider-inset {
margin-left: 0;
}
/* --- Header (from form-dialog) --- */
.ks-header {
display: flex;
align-items: center;
justify-content: space-between;
padding: 16px 24px 12px;
border-bottom: 1px solid $gray-200;
}
.ks-title {
margin: 0 !important;
padding: 0 !important;
font-size: 17px !important;
font-weight: 600 !important;
color: $gray-900;
letter-spacing: -0.2px;
}
/* --- Table Rows (from bank-calendar) --- */
.ks-table {
width: 100%;
border-collapse: collapse;
font-size: 12.5px;
thead th {
position: sticky;
top: 0;
z-index: 1;
background: #f1f5f9;
color: #475569;
text-align: left;
padding: 10px 14px;
font-size: 10.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.05em;
border-bottom: 1px solid #e2e8f0;
}
tbody td {
padding: 9px 14px;
border-bottom: 1px solid #f1f5f9;
vertical-align: middle;
color: $navy;
}
tbody tr {
transition: background 0.12s;
&:hover {
background: #f8fafc;
}
}
}
/* --- Inputs/Forms (from form-dialog) --- */
.ks-field {
min-width: 0;
::ng-deep {
.mat-mdc-form-field {
width: 100%;
}
.mat-mdc-text-field-wrapper {
background: $gray-50;
border-radius: 8px;
}
.mdc-text-field--outlined .mdc-notched-outline__leading,
.mdc-text-field--outlined .mdc-notched-outline__trailing,
.mdc-text-field--outlined .mdc-notched-outline__notch {
border-color: $gray-200;
}
.mdc-text-field--outlined:not(.mdc-text-field--disabled):hover .mdc-notched-outline__leading,
.mdc-text-field--outlined:not(.mdc-text-field--disabled):hover .mdc-notched-outline__trailing,
.mdc-text-field--outlined:not(.mdc-text-field--disabled):hover .mdc-notched-outline__notch {
border-color: $primary;
}
.mat-mdc-floating-label {
font-size: 13px;
color: $gray-700;
}
input.mat-mdc-input-element {
font-size: 14px;
color: $gray-900;
}
}
}
/* --- Dialog Footer & Buttons (from confirmation-dialog) --- */
.ks-actions {
padding: 14px 24px 20px !important;
border-top: 1px solid $gray-200;
margin: 0 !important;
display: flex !important;
justify-content: space-between !important;
align-items: center !important;
gap: 10px !important;
.ks-actions__right {
display: flex;
gap: 10px;
align-items: center;
}
&__cancel {
border-radius: 8px !important;
font-size: 13px !important;
font-weight: 600 !important;
padding: 0 20px !important;
height: 38px !important;
color: $gray-700 !important;
border-color: $gray-200 !important;
}
&__confirm {
border-radius: 8px !important;
font-size: 13px !important;
font-weight: 600 !important;
padding: 0 24px !important;
height: 38px !important;
letter-spacing: 0.2px;
color: $white !important;
&--basic {
background: $primary !important;
box-shadow: 0 1px 3px rgb(26 115 232 / 30%) !important;
}
&--warn {
background: $red !important;
box-shadow: 0 1px 3px rgb(239 68 68 / 30%) !important;
}
}
}
@@ -6,16 +6,31 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { MatDialogRef, MAT_DIALOG_DATA, MatDialogTitle, MatDialogContent } from '@angular/material/dialog';
import { KeyboardShortcutsConfiguration } from '../../keyboards-shortcut-config';
import { Component, OnInit, inject, ViewChild } from '@angular/core';
import {
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialog,
MatDialogClose,
MAT_DIALOG_DATA
} from '@angular/material/dialog';
import { CdkScrollable } from '@angular/cdk/scrolling';
import { MatDivider } from '@angular/material/divider';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Delete dialog component.
*/
import { KeyboardShortcutService, ShortcutItem } from '../../core/services/keyboard-shortcut.service';
import { FormsModule } from '@angular/forms';
import { NgClass } from '@angular/common';
import { MatButton } from '@angular/material/button';
import { ConfirmationDialogComponent } from '../confirmation-dialog/confirmation-dialog.component';
import { ShortcutUsageDialogComponent } from '../shortcut-usage-dialog/shortcut-usage-dialog.component';
import { MatIcon } from '@angular/material/icon';
import { MatFormField, MatLabel } from '@angular/material/form-field';
import { MatInput } from '@angular/material/input';
import { MatSelect } from '@angular/material/select';
import { MatOption } from '@angular/material/core';
@Component({
selector: 'mifosx-keyboard-shortcuts-dialog',
templateUrl: './keyboard-shortcuts-dialog.component.html',
@@ -25,16 +40,291 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatDialogTitle,
CdkScrollable,
MatDialogContent,
MatDivider
MatDialogActions,
MatDialogClose,
MatButton,
FormsModule,
MatIcon,
MatFormField,
MatLabel,
MatInput,
MatSelect,
MatOption
]
})
export class KeyboardShortcutsDialogComponent implements OnInit {
dialogRef = inject<MatDialogRef<KeyboardShortcutsDialogComponent>>(MatDialogRef);
private keyboardShortcutService = inject(KeyboardShortcutService);
public data = inject(MAT_DIALOG_DATA, { optional: true });
buttonConfig: KeyboardShortcutsConfiguration;
shortcuts: ShortcutItem[] = [];
validationError: string | null = null;
activeInputItem: ShortcutItem | null = null;
displayedColumns: string[] = [
'title',
'keyCombination'
];
isAddingNew = false;
newShortcut: Partial<ShortcutItem> = {};
activeNewInput = false;
editingShortcutId: string | null = null;
editingShortcutData: Partial<ShortcutItem> = {};
activeEditInput = false;
ngOnInit() {
this.dialogRef.updateSize(`800px`);
this.buttonConfig = new KeyboardShortcutsConfiguration();
this.dialogRef.updateSize('800px');
this.keyboardShortcutService.activeShortcuts$.subscribe((shortcuts) => {
// Deep copy to allow editing without affecting the global state immediately
this.shortcuts = JSON.parse(JSON.stringify(shortcuts));
});
if (this.data && this.data.prefill) {
this.startAddShortcut();
this.newShortcut = {
...this.newShortcut,
...this.data.prefill
};
}
}
formatShortcut(item: Partial<ShortcutItem>): string {
if (!item || (!item.key && !item.ctrlKey && !item.shiftKey && !item.altKey)) return '';
const parts = [];
if (item.ctrlKey) parts.push('Ctrl');
if (item.shiftKey) parts.push('Shift');
if (item.altKey) parts.push('Alt');
if (item.key) parts.push(item.key.toUpperCase());
return parts.join(' + ');
}
onKeyDown(event: KeyboardEvent, item: Partial<ShortcutItem>, isNewOrEdit: boolean = false) {
event.preventDefault();
event.stopPropagation();
// Ignore if only modifier keys are pressed
if ([
'Control',
'Shift',
'Alt',
'Meta'
].includes(event.key)) {
return;
}
item.ctrlKey = event.ctrlKey;
item.shiftKey = event.shiftKey;
item.altKey = event.altKey;
item.key = event.key.toLowerCase();
if (!isNewOrEdit) {
this.activeInputItem = null;
this.validateShortcuts();
} else {
this.activeNewInput = false;
this.activeEditInput = false;
}
}
validateShortcuts() {
this.validationError = null;
const seen = new Set<string>();
for (const item of this.shortcuts) {
if (!item.key) {
this.validationError = `Invalid shortcut for ${item.title}: Key is required`;
return;
}
const keyStr = `${!!item.ctrlKey}-${!!item.shiftKey}-${!!item.altKey}-${item.key.toLowerCase()}`;
if (seen.has(keyStr)) {
this.validationError = `Duplicate shortcut detected: ${this.formatShortcut(item)}`;
return;
}
seen.add(keyStr);
}
}
startAddShortcut() {
this.isAddingNew = true;
this.newShortcut = {
title: '',
route: '',
key: '',
ctrlKey: false,
shiftKey: false,
altKey: false,
action: 'navigate',
custom: true,
id: 'custom_' + Date.now()
};
this.validationError = null;
}
cancelAddShortcut() {
this.isAddingNew = false;
this.validationError = null;
}
private dialog = inject(MatDialog);
@ViewChild('shortcutDetailsTemplate') shortcutDetailsTemplate: any;
private detailsDialogRef: MatDialogRef<any> | null = null;
showShortcutDetails(item: ShortcutItem) {
this.detailsDialogRef = this.dialog.open(this.shortcutDetailsTemplate, {
data: item,
width: '400px'
});
}
openUsagePopup() {
this.dialog.open(ShortcutUsageDialogComponent, {
width: '600px'
});
}
getShortcutDescription(item: Partial<ShortcutItem>): string {
if (item.custom) {
if (item.action === 'navigate') {
return `Navigates to the ${item.title} page.`;
}
return `Executes the ${item.action} action.`;
} else {
switch (item.id) {
case 'logout':
return 'Logs you out of the application securely.';
case 'help':
return 'Opens the user manual and help documentation.';
case 'runReport':
return 'Executes the currently selected report.';
case 'cancel':
return 'Cancels the current operation or form.';
case 'submit':
return 'Submits the current form or dialog.';
default:
return `Navigates to the predefined ${item.title} feature.`;
}
}
}
saveNewShortcut() {
if (this.newShortcut.action === 'navigate' && this.newShortcut.route) {
this.newShortcut.route = this.keyboardShortcutService.normalizeRouteStr(this.newShortcut.route);
}
if (this.validateSingleShortcut(this.newShortcut, null)) {
this.shortcuts.push(this.newShortcut as ShortcutItem);
this.isAddingNew = false;
this.validateShortcuts();
if (!this.validationError) {
this.keyboardShortcutService.updateShortcuts(this.shortcuts);
}
}
}
startEditShortcut(item: ShortcutItem) {
if (this.detailsDialogRef) {
this.detailsDialogRef.close();
this.detailsDialogRef = null;
}
this.editingShortcutId = item.id || null;
this.editingShortcutData = { ...item };
this.validationError = null;
}
cancelEditShortcut() {
this.editingShortcutId = null;
this.validationError = null;
}
saveEditShortcut() {
if (this.editingShortcutData.action === 'navigate' && this.editingShortcutData.route) {
this.editingShortcutData.route = this.keyboardShortcutService.normalizeRouteStr(this.editingShortcutData.route);
}
if (this.validateSingleShortcut(this.editingShortcutData, this.editingShortcutId)) {
const index = this.shortcuts.findIndex((s) => s.id === this.editingShortcutId);
if (index > -1) {
this.shortcuts[index] = { ...this.editingShortcutData } as ShortcutItem;
}
this.editingShortcutId = null;
this.validateShortcuts();
if (!this.validationError) {
this.keyboardShortcutService.updateShortcuts(this.shortcuts);
}
}
}
deleteShortcut(item: ShortcutItem) {
if (this.detailsDialogRef) {
this.detailsDialogRef.close();
this.detailsDialogRef = null;
}
this.shortcuts = this.shortcuts.filter((s) => (s.id ? s.id !== item.id : s.title !== item.title));
this.validateShortcuts();
if (!this.validationError) {
this.keyboardShortcutService.updateShortcuts(this.shortcuts);
}
}
validateSingleShortcut(item: Partial<ShortcutItem>, excludeId: string | null): boolean {
if (!item.title || item.title.trim() === '') {
this.validationError = 'Shortcut Name is required';
return false;
}
if (!item.key) {
this.validationError = 'Key combination is required';
return false;
}
if (item.action === 'navigate' && (!item.route || item.route.trim() === '')) {
this.validationError = 'URL / Route is required';
return false;
}
const keyStr = `${!!item.ctrlKey}-${!!item.shiftKey}-${!!item.altKey}-${item.key.toLowerCase()}`;
const seen = new Set<string>();
for (const s of this.shortcuts) {
if (excludeId && s.id === excludeId) continue;
seen.add(`${!!s.ctrlKey}-${!!s.shiftKey}-${!!s.altKey}-${s.key.toLowerCase()}`);
}
if (seen.has(keyStr)) {
this.validationError = `Duplicate shortcut detected: ${this.formatShortcut(item)}`;
return false;
}
this.validationError = null;
return true;
}
save() {
this.validateShortcuts();
if (!this.validationError) {
this.keyboardShortcutService.updateShortcuts(this.shortcuts);
this.dialogRef.close(true);
}
}
resetToDefaults() {
const dialogRef = this.dialog.open(ConfirmationDialogComponent, {
data: {
heading: 'Reset Keyboard Shortcuts',
dialogContext:
'Are you sure you want to reset all keyboard shortcuts to their default configuration? This will remove all custom shortcuts and restore default keys.',
type: 'Warn'
}
});
dialogRef.afterClosed().subscribe((confirm: boolean) => {
if (confirm) {
this.keyboardShortcutService.resetToDefaults();
this.dialogRef.close(true);
}
});
}
cancel() {
this.dialogRef.close(false);
}
}
@@ -0,0 +1,22 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="suggestion-container">
<div class="suggestion-text">
<strong
>💡 You frequently use <span style="text-transform: capitalize">{{ data.pageName }}</span></strong
><br />
Would you like to create a keyboard shortcut for faster access?
</div>
<div class="suggestion-actions margin-t-10" style="display: flex; justify-content: flex-end; gap: 8px">
<button mat-button style="color: #bbb" (click)="dismiss()">Not Now</button>
<button mat-button style="color: #fff; background-color: rgba(255, 255, 255, 0.1)" (click)="createShortcut()">
Create Shortcut
</button>
</div>
</div>
@@ -0,0 +1,19 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.suggestion-container {
display: flex;
flex-direction: column;
gap: 10px;
}
.suggestion-text {
font-size: 14px;
line-height: 1.4;
color: #fff;
}
@@ -0,0 +1,34 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, inject } from '@angular/core';
import { MAT_SNACK_BAR_DATA, MatSnackBarRef } from '@angular/material/snack-bar';
import { MatButton } from '@angular/material/button';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@Component({
selector: 'mifosx-shortcut-suggestion-snackbar',
templateUrl: './shortcut-suggestion-snackbar.component.html',
styleUrls: ['./shortcut-suggestion-snackbar.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatButton
]
})
export class ShortcutSuggestionSnackbarComponent {
snackBarRef = inject(MatSnackBarRef<ShortcutSuggestionSnackbarComponent>);
data: { pageName: string; route: string } = inject(MAT_SNACK_BAR_DATA);
createShortcut() {
this.snackBarRef.dismissWithAction();
}
dismiss() {
this.snackBarRef.dismiss();
}
}
@@ -0,0 +1,55 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="ks-header">
<h1 mat-dialog-title class="ks-title">Create Shortcut</h1>
</div>
<div mat-dialog-content>
@if (validationError) {
<div class="alert error margin-b-10" style="color: #ef4444; margin-bottom: 15px; font-size: 13px">
{{ validationError }}
</div>
}
<div class="layout-column gap-10px" style="padding-top: 10px">
<mat-form-field class="ks-field" style="width: 100%">
<mat-label>Shortcut Name</mat-label>
<input matInput [(ngModel)]="newShortcut.title" />
</mat-form-field>
<mat-form-field class="ks-field" style="width: 100%">
<mat-label>Key Combination</mat-label>
<input
matInput
readonly
[value]="formatShortcut(newShortcut)"
(keydown)="onKeyDown($event)"
placeholder="Click and press keys..."
/>
</mat-form-field>
<mat-form-field class="ks-field" style="width: 100%">
<mat-label>Route</mat-label>
<input matInput [ngModel]="newShortcut.route" disabled="true" />
</mat-form-field>
<mat-form-field class="ks-field" style="width: 100%">
<mat-label>Action</mat-label>
<input matInput [ngModel]="'Navigate'" disabled="true" />
</mat-form-field>
</div>
</div>
<mat-dialog-actions class="ks-actions">
<div style="flex: 1"></div>
<div class="ks-actions__right">
<button mat-stroked-button class="ks-actions__cancel" (click)="cancel()">Cancel</button>
<button mat-flat-button class="ks-actions__confirm ks-actions__confirm--basic" (click)="save()">Save</button>
</div>
</mat-dialog-actions>
@@ -0,0 +1,128 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, inject } from '@angular/core';
import {
MAT_DIALOG_DATA,
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions
} from '@angular/material/dialog';
import { KeyboardShortcutService, ShortcutItem } from '../../core/services/keyboard-shortcut.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { FormsModule } from '@angular/forms';
import { MatButton } from '@angular/material/button';
import { MatFormField, MatLabel, MatError } from '@angular/material/form-field';
import { MatInput } from '@angular/material/input';
import { take } from 'rxjs/operators';
@Component({
selector: 'mifosx-inline-create-shortcut-dialog',
templateUrl: './inline-create-shortcut-dialog.component.html',
styleUrls: ['../keyboard-shortcuts-dialog/keyboard-shortcuts-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatButton,
FormsModule,
MatFormField,
MatLabel,
MatInput
]
})
export class InlineCreateShortcutDialogComponent {
dialogRef = inject<MatDialogRef<InlineCreateShortcutDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
private keyboardShortcutService = inject(KeyboardShortcutService);
newShortcut: Partial<ShortcutItem> = {
title: this.data.pageName,
route: this.data.route,
action: 'navigate',
key: '',
ctrlKey: false,
shiftKey: false,
altKey: false,
custom: true,
id: 'custom_' + Date.now()
};
validationError: string | null = null;
formatShortcut(item: Partial<ShortcutItem>): string {
if (!item || (!item.key && !item.ctrlKey && !item.shiftKey && !item.altKey)) return '';
const parts = [];
if (item.ctrlKey) parts.push('Ctrl');
if (item.shiftKey) parts.push('Shift');
if (item.altKey) parts.push('Alt');
if (item.key) parts.push(item.key.toUpperCase());
return parts.join(' + ');
}
onKeyDown(event: KeyboardEvent) {
event.preventDefault();
event.stopPropagation();
// Ignore if only modifier keys are pressed
if ([
'Control',
'Shift',
'Alt',
'Meta'
].includes(event.key)) {
return;
}
this.newShortcut.ctrlKey = event.ctrlKey;
this.newShortcut.shiftKey = event.shiftKey;
this.newShortcut.altKey = event.altKey;
this.newShortcut.key = event.key.toLowerCase();
this.validationError = null;
}
save() {
if (!this.newShortcut.title || this.newShortcut.title.trim() === '') {
this.validationError = 'Shortcut Name is required';
return;
}
if (!this.newShortcut.key) {
this.validationError = 'Key combination is required';
return;
}
const keyStr = `${!!this.newShortcut.ctrlKey}-${!!this.newShortcut.shiftKey}-${!!this.newShortcut.altKey}-${this.newShortcut.key.toLowerCase()}`;
this.keyboardShortcutService.activeShortcuts$.pipe(take(1)).subscribe((shortcuts) => {
// Check for duplicates
const seen = new Set<string>();
for (const s of shortcuts) {
seen.add(`${!!s.ctrlKey}-${!!s.shiftKey}-${!!s.altKey}-${s.key.toLowerCase()}`);
}
if (seen.has(keyStr)) {
this.validationError = `Duplicate shortcut detected: ${this.formatShortcut(this.newShortcut)}`;
return;
}
// Add and save
if (this.newShortcut.route) {
this.newShortcut.route = this.keyboardShortcutService.normalizeRouteStr(this.newShortcut.route);
}
shortcuts.push(this.newShortcut as ShortcutItem);
this.keyboardShortcutService.updateShortcuts(shortcuts);
this.dialogRef.close(true);
});
}
cancel() {
this.dialogRef.close(false);
}
}
@@ -0,0 +1,58 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h1 mat-dialog-title>Shortcut Usage</h1>
<div mat-dialog-content>
<table mat-table [dataSource]="usageData" class="mat-elevation-z1" style="width: 100%; margin-top: 10px">
<!-- Page Column -->
<ng-container matColumnDef="page">
<th mat-header-cell *matHeaderCellDef>Page</th>
<td mat-cell *matCellDef="let item">
<div>{{ item.pageName }}</div>
<div style="font-size: 11px; color: #888">{{ item.route }}</div>
</td>
</ng-container>
<!-- Visits Column -->
<ng-container matColumnDef="visits">
<th mat-header-cell *matHeaderCellDef style="text-align: center">Visits</th>
<td mat-cell *matCellDef="let item" style="text-align: center">
<span style="font-weight: 500">{{ item.visits }}</span>
</td>
</ng-container>
<!-- Status / Action Column -->
<ng-container matColumnDef="status">
<th mat-header-cell *matHeaderCellDef style="text-align: right">Status / Action</th>
<td mat-cell *matCellDef="let item" style="text-align: right">
@if (item.hasShortcut) {
<span style="color: #4caf50; font-size: 13px; font-weight: 500">✓ Shortcut exists</span>
} @else if (item.visits >= 5) {
<span style="color: #ff9800; font-size: 12px; margin-right: 10px; font-weight: 500">Frequently Used</span>
<button mat-button color="primary" (click)="createShortcut(item)">Create Shortcut</button>
} @else {
<span style="color: #aaa; font-size: 12px">Not enough visits</span>
}
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
<tr mat-row *matRowDef="let row; columns: displayedColumns"></tr>
</table>
@if (usageData.length === 0) {
<div style="padding: 20px; text-align: center; color: #888; border: 1px solid #eee; border-top: none">
No usage data collected yet.
</div>
}
</div>
<mat-dialog-actions align="end">
<button mat-button mat-dialog-close>Close</button>
</mat-dialog-actions>
@@ -0,0 +1,9 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
// Usage dialog styling
@@ -0,0 +1,92 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, inject } from '@angular/core';
import {
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatDialog
} from '@angular/material/dialog';
import { ShortcutSuggestionService } from '../../core/services/shortcut-suggestion.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { MatButton } from '@angular/material/button';
import {
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
} from '@angular/material/table';
import { InlineCreateShortcutDialogComponent } from './inline-create-shortcut-dialog.component';
@Component({
selector: 'mifosx-shortcut-usage-dialog',
templateUrl: './shortcut-usage-dialog.component.html',
styleUrls: ['./shortcut-usage-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatButton,
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
]
})
export class ShortcutUsageDialogComponent implements OnInit {
dialogRef = inject<MatDialogRef<ShortcutUsageDialogComponent>>(MatDialogRef);
private shortcutSuggestionService = inject(ShortcutSuggestionService);
private dialog = inject(MatDialog);
usageData: { route: string; pageName: string; visits: number; hasShortcut: boolean }[] = [];
displayedColumns: string[] = [
'page',
'visits',
'status'
];
ngOnInit() {
this.refreshData();
}
refreshData() {
this.usageData = this.shortcutSuggestionService.getUsageData();
}
createShortcut(item: { pageName: string; route: string }) {
const inlineDialogRef = this.dialog.open(InlineCreateShortcutDialogComponent, {
data: item,
width: '400px',
disableClose: true
});
inlineDialogRef.afterClosed().subscribe((saved) => {
if (saved) {
this.shortcutSuggestionService.markAsDismissed(item.route);
this.refreshData(); // update the table so the checkmark appears!
}
});
}
}
@@ -25,8 +25,7 @@ import { SponsorDDReconciliationService } from '../sponsor-dd-reconciliation.ser
MatCardModule,
MatTableModule,
MatButtonModule,
MatSnackBarModule,
FaIconComponent
MatSnackBarModule
],
templateUrl: './reco-batch-list.component.html',
styles: [
@@ -34,8 +34,7 @@ import { SponsorDDService } from '../sponsor-dd.service';
MatTableModule,
MatButtonModule,
MatDialogModule,
MatSnackBarModule,
FaIconComponent
MatSnackBarModule
],
templateUrl: './dd-inventory-list.component.html',
styles: [
@@ -39,8 +39,7 @@ import { SponsorDDService } from '../sponsor-dd.service';
MatDialogModule,
MatSnackBarModule,
MatFormFieldModule,
MatInputModule,
FaIconComponent
MatInputModule
],
templateUrl: './dd-list.component.html',
styles: [

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