Compare commits
29
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cec5223378 | ||
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57a61b3057 |
+9
-2
@@ -31,6 +31,8 @@
|
||||
"@angular/localize/init"
|
||||
],
|
||||
"assets": [
|
||||
"src/favicon.ico",
|
||||
"src/apple-touch-icon.png",
|
||||
"src/assets/images/cbsnexora-favicon.svg",
|
||||
"src/robots.txt",
|
||||
"src/manifest.json",
|
||||
@@ -39,6 +41,11 @@
|
||||
"glob": "**/*",
|
||||
"input": "node_modules/tinymce",
|
||||
"output": "assets/tinymce"
|
||||
},
|
||||
{
|
||||
"glob": "lottie.min.js",
|
||||
"input": "node_modules/lottie-web/build/player",
|
||||
"output": "assets/js"
|
||||
}
|
||||
],
|
||||
"styles": [
|
||||
@@ -69,8 +76,8 @@
|
||||
"budgets": [
|
||||
{
|
||||
"type": "initial",
|
||||
"maximumWarning": "15mb",
|
||||
"maximumError": "17mb"
|
||||
"maximumWarning": "18mb",
|
||||
"maximumError": "20mb"
|
||||
},
|
||||
{
|
||||
"type": "anyComponentStyle",
|
||||
|
||||
Generated
+7
@@ -41,6 +41,7 @@
|
||||
"jspdf-autotable": "^5.0.2",
|
||||
"lightgallery": "^2.9.0",
|
||||
"lodash": "4.17.23",
|
||||
"lottie-web": "^5.13.0",
|
||||
"moment": "^2.29.4",
|
||||
"ngx-image-cropper": "^9.1.6",
|
||||
"ngx-mat-select-search": "^8.0.2",
|
||||
@@ -18380,6 +18381,12 @@
|
||||
"url": "https://github.com/chalk/wrap-ansi?sponsor=1"
|
||||
}
|
||||
},
|
||||
"node_modules/lottie-web": {
|
||||
"version": "5.13.0",
|
||||
"resolved": "https://registry.npmjs.org/lottie-web/-/lottie-web-5.13.0.tgz",
|
||||
"integrity": "sha512-+gfBXl6sxXMPe8tKQm7qzLnUy5DUPJPKIyRHwtpCpyUEYjHYRJC/5gjUvdkuO2c3JllrPtHXH5UJJK8LRYl5yQ==",
|
||||
"license": "MIT"
|
||||
},
|
||||
"node_modules/lru-cache": {
|
||||
"version": "5.1.1",
|
||||
"resolved": "https://registry.npmjs.org/lru-cache/-/lru-cache-5.1.1.tgz",
|
||||
|
||||
@@ -71,6 +71,7 @@
|
||||
"jspdf-autotable": "^5.0.2",
|
||||
"lightgallery": "^2.9.0",
|
||||
"lodash": "4.17.23",
|
||||
"lottie-web": "^5.13.0",
|
||||
"moment": "^2.29.4",
|
||||
"ngx-image-cropper": "^9.1.6",
|
||||
"ngx-mat-select-search": "^8.0.2",
|
||||
|
||||
@@ -7,16 +7,6 @@
|
||||
-->
|
||||
|
||||
<div class="container">
|
||||
<div class="container m-b-20 align-end gap-2px">
|
||||
@if (!viewAccountTransferData.reversed) {
|
||||
<span>
|
||||
<button mat-raised-button color="warn" *mifosxHasPermission="'ADJUST_ACCOUNTTRANSFER'">
|
||||
<fa-icon icon="undo" class="m-r-10"></fa-icon>{{ 'labels.buttons.Undo' | translate }}
|
||||
</button>
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
|
||||
<mat-card>
|
||||
<mat-card-content>
|
||||
<div class="transfer-container">
|
||||
|
||||
@@ -11,6 +11,14 @@ import { Routes, RouterModule } from '@angular/router';
|
||||
|
||||
import { Route } from '../core/route/route.service';
|
||||
import { AccountsListComponent } from './accounts-list/accounts-list.component';
|
||||
import { PartyMasterComponent } from '../deposits/party-master/party-master.component';
|
||||
import { CreatePartyComponent } from '../deposits/party-master/create-party/create-party.component';
|
||||
import { DueForClosureComponent } from '../deposits/party-master/due-for-closure/due-for-closure.component';
|
||||
import { DailyTransactionEntryComponent } from '../deposits/daily-transaction-entry/daily-transaction-entry.component';
|
||||
import { DdsReportsComponent } from '../deposits/dds-reports/dds-reports.component';
|
||||
import { ReportViewerComponent } from '../deposits/dds-reports/report-viewer/report-viewer.component';
|
||||
import { DdsAccountsComponent } from '../deposits/dds-accounts/dds-accounts.component';
|
||||
import { DdsAccountViewComponent } from '../deposits/dds-accounts/dds-account-view/dds-account-view.component';
|
||||
|
||||
const routes: Routes = [
|
||||
Route.withShell([
|
||||
@@ -41,6 +49,59 @@ const routes: Routes = [
|
||||
title: 'Recurring Deposit Accounts',
|
||||
breadcrumb: 'Recurring Deposit Accounts'
|
||||
}
|
||||
},
|
||||
{
|
||||
path: 'dds',
|
||||
data: { title: 'Daily Deposit Scheme — Party Master', breadcrumb: 'Party Master' },
|
||||
children: [
|
||||
{ path: '', component: PartyMasterComponent },
|
||||
{
|
||||
path: 'create',
|
||||
component: CreatePartyComponent,
|
||||
data: { title: 'Create Party', breadcrumb: 'Create' }
|
||||
},
|
||||
{
|
||||
// Ahead of the :partyId routes, so "dueforclosure" is not read as a party id.
|
||||
path: 'dueforclosure',
|
||||
component: DueForClosureComponent,
|
||||
data: { title: 'Accounts Due for Closure', breadcrumb: 'Due for Closure' }
|
||||
},
|
||||
{
|
||||
path: ':partyId/edit',
|
||||
component: CreatePartyComponent,
|
||||
data: { title: 'Edit Party', breadcrumb: 'Edit' }
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
// The DDS accounts listed like Savings Accounts, each opening onto its transactions.
|
||||
path: 'dds-accounts',
|
||||
data: { title: 'DDS Accounts', breadcrumb: 'DDS Accounts' },
|
||||
children: [
|
||||
{ path: '', component: DdsAccountsComponent },
|
||||
{
|
||||
path: ':partyId',
|
||||
component: DdsAccountViewComponent,
|
||||
data: { title: 'DDS Account', breadcrumb: 'Account', routeParamBreadcrumb: false }
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
path: 'dds-collection',
|
||||
component: DailyTransactionEntryComponent,
|
||||
data: { title: 'Daily Transaction Entry', breadcrumb: 'Daily Transaction Entry' }
|
||||
},
|
||||
{
|
||||
path: 'dds-reports',
|
||||
data: { title: 'DDS Reports', breadcrumb: 'DDS Reports' },
|
||||
children: [
|
||||
{ path: '', component: DdsReportsComponent },
|
||||
{
|
||||
path: 'view/:reportName',
|
||||
component: ReportViewerComponent,
|
||||
data: { title: 'DDS Report', breadcrumb: 'reportName', routeParamBreadcrumb: 'reportName' }
|
||||
}
|
||||
]
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
@@ -97,6 +97,7 @@ import { TokenInterceptor as ZitadelTokenInterceptor } from './zitadel/token.int
|
||||
import { AuthService } from './zitadel/auth.service';
|
||||
import { environment } from '../environments/environment';
|
||||
import { CallbackComponent } from './zitadel/callback/callback.component';
|
||||
import { LoadingScreenComponent } from './shared/loading-screen/loading-screen.component';
|
||||
import { OAuthModule } from 'angular-oauth2-oidc';
|
||||
|
||||
export class CustomMissingTranslationHandler implements MissingTranslationHandler {
|
||||
@@ -197,6 +198,7 @@ export function HttpLoaderFactory(http: HttpClient) {
|
||||
AppRoutingModule,
|
||||
NotFoundComponent,
|
||||
CallbackComponent,
|
||||
LoadingScreenComponent,
|
||||
OAuthModule.forRoot()
|
||||
],
|
||||
providers: [
|
||||
|
||||
@@ -44,8 +44,11 @@
|
||||
<div class="cal-stat sat2nd4th">
|
||||
<fa-icon icon="calendar-times" class="cal-stat__icon"></fa-icon>
|
||||
<div class="cal-stat__info">
|
||||
<div class="cal-stat__value">{{ overallStats.sat2nd4th }}</div>
|
||||
<div class="cal-stat__label">2nd & 4th Sat</div>
|
||||
<div class="cal-stat__value">{{ overallStats.sat2nd4th + overallStats.weeklyOff }}</div>
|
||||
<div class="cal-stat__label">
|
||||
{{ saturdayIsWorkingDay ? '2nd & 4th Sat' : 'Saturdays'
|
||||
}}{{ overallStats.weeklyOff > 0 ? ' / Weekly Off' : '' }}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="cal-stat holidays">
|
||||
@@ -69,7 +72,11 @@
|
||||
<div class="cal-legend__items">
|
||||
<div class="cal-legend__item"><span class="cal-legend__dot working"></span> Working Day</div>
|
||||
<div class="cal-legend__item"><span class="cal-legend__dot sunday"></span> Sunday</div>
|
||||
<div class="cal-legend__item"><span class="cal-legend__dot sat2nd4th"></span> 2nd / 4th Saturday</div>
|
||||
<div class="cal-legend__item">
|
||||
<span class="cal-legend__dot sat2nd4th"></span>
|
||||
{{ saturdayIsWorkingDay ? '2nd / 4th Saturday' : 'Saturday'
|
||||
}}{{ overallStats.weeklyOff > 0 ? ' / Weekly Off' : '' }}
|
||||
</div>
|
||||
<div class="cal-legend__item"><span class="cal-legend__dot holiday"></span> Holiday</div>
|
||||
<div class="cal-legend__item"><span class="cal-legend__dot today"></span> Today</div>
|
||||
</div>
|
||||
@@ -319,7 +326,9 @@
|
||||
[class.cal-grid__day--other]="!day.isCurrentMonth"
|
||||
[class.cal-grid__day--today]="day.isToday"
|
||||
[class.cal-grid__day--sunday]="day.isSunday && day.isCurrentMonth"
|
||||
[class.cal-grid__day--sat2nd4th]="(day.is2ndSaturday || day.is4thSaturday) && day.isCurrentMonth"
|
||||
[class.cal-grid__day--sat2nd4th]="
|
||||
(day.is2ndSaturday || day.is4thSaturday || day.isWeeklyOff) && day.isCurrentMonth
|
||||
"
|
||||
[class.cal-grid__day--holiday]="day.isHoliday && day.isCurrentMonth"
|
||||
[class.cal-grid__day--working]="day.isWorking && day.isCurrentMonth"
|
||||
[matTooltip]="
|
||||
@@ -328,9 +337,11 @@
|
||||
? '2nd Saturday Off'
|
||||
: day.is4thSaturday
|
||||
? '4th Saturday Off'
|
||||
: day.isSunday && day.isCurrentMonth
|
||||
? 'Sunday'
|
||||
: '')
|
||||
: day.isWeeklyOff && day.isCurrentMonth
|
||||
? weekDays[day.dayOfWeek] + ' Off (Working Days)'
|
||||
: day.isSunday && day.isCurrentMonth
|
||||
? 'Sunday'
|
||||
: '')
|
||||
"
|
||||
>
|
||||
{{ day.isCurrentMonth ? day.date : '' }}
|
||||
@@ -343,10 +354,15 @@
|
||||
@if (month.holidays > 0) {
|
||||
<span class="summary-tag holiday">{{ month.holidays }} Holiday{{ month.holidays > 1 ? 's' : '' }}</span>
|
||||
}
|
||||
<span class="summary-tag sun">{{ month.sundays }} Sun</span>
|
||||
@if (month.sundays > 0) {
|
||||
<span class="summary-tag sun">{{ month.sundays }} Sun</span>
|
||||
}
|
||||
@if (month.secondFourthSat > 0) {
|
||||
<span class="summary-tag sat">{{ month.secondFourthSat }} Sat Off</span>
|
||||
}
|
||||
@if (month.weeklyOff > 0) {
|
||||
<span class="summary-tag sat">{{ month.weeklyOff }} Weekly Off</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -63,6 +63,8 @@ interface CalendarDay {
|
||||
isSunday: boolean;
|
||||
is2ndSaturday: boolean;
|
||||
is4thSaturday: boolean;
|
||||
/** Off every week because Admin > Working Days leaves this weekday out (Sunday aside). */
|
||||
isWeeklyOff: boolean;
|
||||
holidayName?: string;
|
||||
dayOfWeek: number; // 0=Sun, 6=Sat
|
||||
}
|
||||
@@ -76,9 +78,23 @@ interface MonthData {
|
||||
nonWorkingDays: number;
|
||||
holidays: number;
|
||||
sundays: number;
|
||||
/** Saturdays off: the 2nd and 4th when Saturday is a working day, every one when it is not. */
|
||||
secondFourthSat: number;
|
||||
/** Other weekdays off every week because Working Days leaves them out. */
|
||||
weeklyOff: number;
|
||||
}
|
||||
|
||||
/** Weekday codes in Date#getDay() order, as used by the /workingdays recurrence (BYDAY=MO,TU,...). */
|
||||
const DAY_CODES = [
|
||||
'SU',
|
||||
'MO',
|
||||
'TU',
|
||||
'WE',
|
||||
'TH',
|
||||
'FR',
|
||||
'SA'
|
||||
];
|
||||
|
||||
@Component({
|
||||
selector: 'mifosx-bank-calendar',
|
||||
templateUrl: './bank-calendar.component.html',
|
||||
@@ -118,7 +134,7 @@ export class BankCalendarComponent implements OnInit {
|
||||
];
|
||||
workingDaysConfig: string[] = [];
|
||||
holidays: any[] = [];
|
||||
overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, totalDays: 0 };
|
||||
overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, weeklyOff: 0, totalDays: 0 };
|
||||
|
||||
// ───── Holiday list (office-wise) ─────
|
||||
offices: OfficeLite[] = [];
|
||||
@@ -202,7 +218,8 @@ export class BankCalendarComponent implements OnInit {
|
||||
}
|
||||
|
||||
private loadWorkingDays() {
|
||||
// Default Indian banking working days: Mon-Sat (Sun off, 2nd & 4th Sat off)
|
||||
// Default Indian banking working days: Mon-Sat (Sun off, 2nd & 4th Sat off), used until
|
||||
// Admin > Working Days answers, or if it cannot be read.
|
||||
this.workingDaysConfig = [
|
||||
'MO',
|
||||
'TU',
|
||||
@@ -215,6 +232,19 @@ export class BankCalendarComponent implements OnInit {
|
||||
this.buildCalendar();
|
||||
this.rebuildHolidayRows();
|
||||
|
||||
// The calendar has to agree with Admin > Working Days: a weekday unticked there is off every
|
||||
// week here too.
|
||||
this.organizationService.getWorkingDays().subscribe({
|
||||
next: (data: any) => {
|
||||
const configured = this.parseWorkingDays(data?.recurrence);
|
||||
if (configured.length > 0) {
|
||||
this.workingDaysConfig = configured;
|
||||
this.buildCalendar();
|
||||
}
|
||||
},
|
||||
error: () => {}
|
||||
});
|
||||
|
||||
// Pull offices then fan-out a per-office holiday fetch so each office's
|
||||
// calendar entries are surfaced in the list panel (calendar grid still
|
||||
// unions everything for the year-at-a-glance view).
|
||||
@@ -273,6 +303,23 @@ export class BankCalendarComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
/** Weekday codes out of a recurrence such as "FREQ=WEEKLY;INTERVAL=1;BYDAY=MO,TU,WE,TH,FR". */
|
||||
private parseWorkingDays(recurrence: string | undefined): string[] {
|
||||
const byDay = /BYDAY=([^;]*)/.exec(recurrence || '');
|
||||
if (!byDay) {
|
||||
return [];
|
||||
}
|
||||
return byDay[1]
|
||||
.split(',')
|
||||
.map((d) => d.trim().toUpperCase())
|
||||
.filter((d) => DAY_CODES.includes(d));
|
||||
}
|
||||
|
||||
/** True when Admin > Working Days counts Saturday as a working day (so only the 2nd and 4th are off). */
|
||||
get saturdayIsWorkingDay(): boolean {
|
||||
return this.workingDaysConfig.includes('SA');
|
||||
}
|
||||
|
||||
/** Flatten the holidays array into a presentable list with office labels. */
|
||||
private rebuildHolidayRows(): void {
|
||||
this.holidayRows = this.holidays.map((h: any) => {
|
||||
@@ -511,7 +558,15 @@ export class BankCalendarComponent implements OnInit {
|
||||
|
||||
buildCalendar() {
|
||||
this.months = [];
|
||||
this.overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, totalDays: 0 };
|
||||
this.overallStats = {
|
||||
working: 0,
|
||||
nonWorking: 0,
|
||||
holidays: 0,
|
||||
sundays: 0,
|
||||
sat2nd4th: 0,
|
||||
weeklyOff: 0,
|
||||
totalDays: 0
|
||||
};
|
||||
|
||||
for (let m = 0; m < 12; m++) {
|
||||
const monthData = this.buildMonth(m, this.currentYear);
|
||||
@@ -521,6 +576,7 @@ export class BankCalendarComponent implements OnInit {
|
||||
this.overallStats.holidays += monthData.holidays;
|
||||
this.overallStats.sundays += monthData.sundays;
|
||||
this.overallStats.sat2nd4th += monthData.secondFourthSat;
|
||||
this.overallStats.weeklyOff += monthData.weeklyOff;
|
||||
}
|
||||
this.overallStats.totalDays = this.overallStats.working + this.overallStats.nonWorking;
|
||||
}
|
||||
@@ -552,6 +608,7 @@ export class BankCalendarComponent implements OnInit {
|
||||
let holidayCount = 0;
|
||||
let sundayCount = 0;
|
||||
let sat2nd4thCount = 0;
|
||||
let weeklyOffCount = 0;
|
||||
|
||||
// Previous month padding
|
||||
const prevMonthDays = new Date(year, month, 0).getDate();
|
||||
@@ -567,6 +624,7 @@ export class BankCalendarComponent implements OnInit {
|
||||
isSunday: false,
|
||||
is2ndSaturday: false,
|
||||
is4thSaturday: false,
|
||||
isWeeklyOff: false,
|
||||
dayOfWeek: (startDayOfWeek - i - 1 + 7) % 7
|
||||
});
|
||||
}
|
||||
@@ -576,24 +634,29 @@ export class BankCalendarComponent implements OnInit {
|
||||
for (let d = 1; d <= daysInMonth; d++) {
|
||||
const date = new Date(year, month, d);
|
||||
const dow = date.getDay();
|
||||
const isSunday = dow === 0;
|
||||
const isSaturday = dow === 6;
|
||||
const isWorkingWeekday = this.workingDaysConfig.includes(DAY_CODES[dow]);
|
||||
const isSunday = dow === 0 && !isWorkingWeekday;
|
||||
|
||||
if (isSaturday) saturdayCount++;
|
||||
|
||||
const is2ndSat = isSaturday && saturdayCount === 2;
|
||||
const is4thSat = isSaturday && saturdayCount === 4;
|
||||
// RBI: when Saturday is a working day the 2nd and 4th are still off. When Working Days leaves
|
||||
// Saturday out, every Saturday is a weekly off instead.
|
||||
const is2ndSat = isSaturday && isWorkingWeekday && saturdayCount === 2;
|
||||
const is4thSat = isSaturday && isWorkingWeekday && saturdayCount === 4;
|
||||
const isWeeklyOff = dow !== 0 && !isWorkingWeekday;
|
||||
const isToday = date.toDateString() === today.toDateString();
|
||||
|
||||
// Check if holiday
|
||||
const holiday = this.getHolidayForDate(year, month, d);
|
||||
const isHoliday = !!holiday;
|
||||
|
||||
// Non-working: Sunday, 2nd Sat, 4th Sat, or holiday
|
||||
const isNonWorking = isSunday || is2ndSat || is4thSat || isHoliday;
|
||||
// Non-working: Sunday, 2nd Sat, 4th Sat, a weekly off from Working Days, or holiday
|
||||
const isNonWorking = isSunday || is2ndSat || is4thSat || isWeeklyOff || isHoliday;
|
||||
|
||||
if (isSunday) sundayCount++;
|
||||
if (is2ndSat || is4thSat) sat2nd4thCount++;
|
||||
if (is2ndSat || is4thSat || (isSaturday && isWeeklyOff)) sat2nd4thCount++;
|
||||
if (isWeeklyOff && !isSaturday) weeklyOffCount++;
|
||||
if (isHoliday) holidayCount++;
|
||||
|
||||
if (isNonWorking) {
|
||||
@@ -613,6 +676,7 @@ export class BankCalendarComponent implements OnInit {
|
||||
isSunday,
|
||||
is2ndSaturday: is2ndSat,
|
||||
is4thSaturday: is4thSat,
|
||||
isWeeklyOff,
|
||||
holidayName: holiday?.name,
|
||||
dayOfWeek: dow
|
||||
});
|
||||
@@ -632,6 +696,7 @@ export class BankCalendarComponent implements OnInit {
|
||||
isSunday: false,
|
||||
is2ndSaturday: false,
|
||||
is4thSaturday: false,
|
||||
isWeeklyOff: false,
|
||||
dayOfWeek: days.length % 7
|
||||
});
|
||||
}
|
||||
@@ -645,7 +710,8 @@ export class BankCalendarComponent implements OnInit {
|
||||
nonWorkingDays: nonWorkingCount,
|
||||
holidays: holidayCount,
|
||||
sundays: sundayCount,
|
||||
secondFourthSat: sat2nd4thCount
|
||||
secondFourthSat: sat2nd4thCount,
|
||||
weeklyOff: weeklyOffCount
|
||||
};
|
||||
}
|
||||
|
||||
|
||||
@@ -0,0 +1,114 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="pg">
|
||||
<header class="pg-head">
|
||||
<div>
|
||||
<div class="pg-eyebrow">BRANCH OPERATIONS · BRANCH CASH POSITION</div>
|
||||
<h1 class="pg-title">Branch Cash Position</h1>
|
||||
<p class="pg-sub">
|
||||
The notes and coins the branch holds, denomination by denomination: the vault plus every cashier's drawer. Cash
|
||||
moving between the vault and a cashier nets out; deposits, withdrawals and exchanges change it.
|
||||
</p>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<div class="pg-toolbar pg-toolbar--mat">
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>As of Date</mat-label>
|
||||
<input matInput type="date" [value]="asOfDate" (change)="onDateChange($any($event.target).value)" />
|
||||
</mat-form-field>
|
||||
<button type="button" class="pg-btn pg-btn--primary" (click)="load()" [disabled]="loading">
|
||||
<mat-icon>refresh</mat-icon> Refresh
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="pg-empty bcp-error">{{ errorMsg }}</div>
|
||||
}
|
||||
@if (loading) {
|
||||
<div class="pg-empty">Loading…</div>
|
||||
}
|
||||
|
||||
@if (position; as p) {
|
||||
<div class="bcp-totals">
|
||||
<div class="bcp-total">
|
||||
<span>Branch</span><strong>{{ p.officeName }}</strong>
|
||||
</div>
|
||||
<div class="bcp-total">
|
||||
<span>Vault</span><strong>₹{{ p.vaultAmount | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="bcp-total">
|
||||
<span>Cashiers' drawers</span><strong>₹{{ p.cashiersAmount | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="bcp-total bcp-total--main">
|
||||
<span>Bank total</span><strong>₹{{ p.totalAmount | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!p.vaultHasBreakdown) {
|
||||
<div class="pg-empty bcp-note">
|
||||
No vault denomination breakdown was recorded on or before {{ p.asOfDate }}, so the vault column reads 0. Open
|
||||
the business day with a note/coin count to start tracking it.
|
||||
</div>
|
||||
}
|
||||
|
||||
<ng-template #table let-rows let-label="label" let-coin="coin">
|
||||
@if (rows.length > 0) {
|
||||
<div class="pos-section-label" [class.pos-section-label--coin]="coin">{{ label }}</div>
|
||||
<table class="pg-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Denomination</th>
|
||||
<th class="num">Vault</th>
|
||||
<th class="num">Cashiers</th>
|
||||
<th class="num">Bank total (count)</th>
|
||||
<th class="num">Bank total (₹)</th>
|
||||
<th class="num">Exchange today</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (d of rows; track d.denominationId) {
|
||||
<tr>
|
||||
<td>
|
||||
<span class="pg-chip" [class.pg-chip--coin]="coin">₹{{ d.denominationValue }}</span>
|
||||
</td>
|
||||
<td class="num">{{ d.vaultCount }}</td>
|
||||
<td class="num">{{ d.cashierCount }}</td>
|
||||
<td class="num bcp-strong">{{ d.totalCount }}</td>
|
||||
<td class="num">₹{{ d.totalAmount | number: '1.2-2' }}</td>
|
||||
<td
|
||||
class="num bcp-move"
|
||||
[class.bcp-move--in]="d.exchangeNet > 0"
|
||||
[class.bcp-move--out]="d.exchangeNet < 0"
|
||||
>
|
||||
{{ movement(d.exchangeNet) }}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
}
|
||||
</ng-template>
|
||||
|
||||
<div class="pg-card bcp-card">
|
||||
<ng-container
|
||||
*ngTemplateOutlet="table; context: { $implicit: notes(), label: 'Notes', coin: false }"
|
||||
></ng-container>
|
||||
<ng-container
|
||||
*ngTemplateOutlet="table; context: { $implicit: coins(), label: 'Coins', coin: true }"
|
||||
></ng-container>
|
||||
</div>
|
||||
|
||||
<p class="bcp-foot">
|
||||
<strong>Exchange today</strong> is the notes taken in less the notes given out by cash exchanges on
|
||||
{{ p.asOfDate }}. It is already part of the Cashiers column; it is shown beside the total so a change in the mix
|
||||
can be seen.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,82 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.bcp-error {
|
||||
color: #dc2626;
|
||||
}
|
||||
|
||||
.bcp-note {
|
||||
margin-bottom: 12px;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
.bcp-totals {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 12px;
|
||||
margin-bottom: 14px;
|
||||
}
|
||||
|
||||
.bcp-total {
|
||||
flex: 1 1 180px;
|
||||
padding: 12px 14px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
|
||||
span {
|
||||
display: block;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
strong {
|
||||
font-size: 18px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&--main {
|
||||
background: #e6f4ee;
|
||||
border-color: #1f7a4d;
|
||||
|
||||
strong {
|
||||
color: #0f4f3c;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.bcp-card {
|
||||
margin-bottom: 14px;
|
||||
}
|
||||
|
||||
.bcp-strong {
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.bcp-move {
|
||||
font-weight: 700;
|
||||
color: #94a3b8;
|
||||
|
||||
&--in {
|
||||
color: #16a34a;
|
||||
}
|
||||
|
||||
&--out {
|
||||
color: #dc2626;
|
||||
}
|
||||
}
|
||||
|
||||
.bcp-foot {
|
||||
margin: 0;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
}
|
||||
@@ -0,0 +1,112 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
import { of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
interface BranchDenomRow {
|
||||
denominationId: number;
|
||||
denominationValue: number;
|
||||
kind: string;
|
||||
vaultCount: number;
|
||||
cashierCount: number;
|
||||
totalCount: number;
|
||||
totalAmount: number;
|
||||
/** Notes taken in less notes given out by exchanges on the day. */
|
||||
exchangeNet: number;
|
||||
}
|
||||
|
||||
interface BranchPosition {
|
||||
officeId: number;
|
||||
officeName: string;
|
||||
asOfDate: string;
|
||||
vaultHasBreakdown: boolean;
|
||||
vaultAmount: number;
|
||||
cashiersAmount: number;
|
||||
totalAmount: number;
|
||||
denominations: BranchDenomRow[];
|
||||
}
|
||||
|
||||
/**
|
||||
* What the branch holds, denomination by denomination: the vault plus every cashier's drawer. An exchange
|
||||
* (a customer hands in 10 x ₹500 and leaves with 50 x ₹100) leaves the vault alone and changes a drawer, so
|
||||
* it only shows up in this total -- +10 on ₹500, -50 on ₹100.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-branch-cash-position',
|
||||
templateUrl: './branch-cash-position.component.html',
|
||||
styleUrls: [
|
||||
'../cashier-shared.scss',
|
||||
'../cashier-position/cashier-position.component.scss',
|
||||
'./branch-cash-position.component.scss'
|
||||
],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatIconModule,
|
||||
MatFormFieldModule,
|
||||
MatInputModule
|
||||
]
|
||||
})
|
||||
export class BranchCashPositionComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
|
||||
asOfDate = '';
|
||||
loading = false;
|
||||
errorMsg = '';
|
||||
position: BranchPosition | null = null;
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = businessToday();
|
||||
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.load();
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.errorMsg = '';
|
||||
this.position = null;
|
||||
this.service
|
||||
.branchCashPosition(this.asOfDate)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((data: BranchPosition | null) => {
|
||||
this.loading = false;
|
||||
if (!data) {
|
||||
this.errorMsg = 'Could not load the branch cash position.';
|
||||
return;
|
||||
}
|
||||
this.position = data;
|
||||
});
|
||||
}
|
||||
|
||||
onDateChange(value: string): void {
|
||||
this.asOfDate = value;
|
||||
this.load();
|
||||
}
|
||||
|
||||
notes(): BranchDenomRow[] {
|
||||
return (this.position?.denominations || []).filter((d) => d.kind !== 'coin');
|
||||
}
|
||||
|
||||
coins(): BranchDenomRow[] {
|
||||
return (this.position?.denominations || []).filter((d) => d.kind === 'coin');
|
||||
}
|
||||
|
||||
/** "+10", "-50", or a dash when the day's exchanges did not touch the denomination. */
|
||||
movement(net: number): string {
|
||||
if (!net) return '—';
|
||||
return net > 0 ? `+${net}` : `${net}`;
|
||||
}
|
||||
}
|
||||
@@ -352,6 +352,51 @@
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Interest waiting to be posted as this branch closes. Posting runs as part of the close, so
|
||||
anything unapproved stops it: the branch sees here what it has to approve and where, rather
|
||||
than finding out from a refusal after filling in the whole count. -->
|
||||
@if (preview?.fdInterestDue?.length) {
|
||||
<div class="bd-calc bd-calc--fd">
|
||||
<div class="bd-calc__head">
|
||||
<mat-icon>savings</mat-icon>
|
||||
<strong>Fixed deposit interest due today</strong>
|
||||
</div>
|
||||
@for (d of preview.fdInterestDue; track d.productId) {
|
||||
<div class="bd-calc__row">
|
||||
<span>
|
||||
{{ d.productName }} · {{ d.fdType }} · {{ d.accountCount }} deposit(s)
|
||||
@if (d.reportStatus === 'APPROVED' || d.reportStatus === 'POSTED') {
|
||||
<span class="bd-fd-ok">{{ d.reportStatus }}</span>
|
||||
} @else {
|
||||
<span class="bd-fd-pending">{{ d.reportStatus === 'NONE' ? 'NO REPORT' : d.reportStatus }}</span>
|
||||
}
|
||||
</span>
|
||||
<span class="bd-calc__amt">₹{{ d.totalInterest | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
@if (preview?.fdInterestPending?.length) {
|
||||
<div class="bd-warn">
|
||||
<mat-icon>warning</mat-icon>
|
||||
<div>
|
||||
<strong>The day cannot be closed yet.</strong> Fixed deposit interest is not approved for:
|
||||
{{ preview.fdInterestPending.join(', ') }}. Approve it under Reports → FD Interest Posting Reports, then
|
||||
close the day. The user who generated a report cannot approve it.
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
@if (preview?.savingsInterestPending?.length) {
|
||||
<div class="bd-warn">
|
||||
<mat-icon>warning</mat-icon>
|
||||
<div>
|
||||
<strong>The day cannot be closed yet.</strong> Savings interest is not approved for:
|
||||
{{ preview.savingsInterestPending.join(', ') }}. Approve it under Reports → Interest Posting Reports, then
|
||||
close the day.
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- What every cash point under this branch is actually holding right now, fetched
|
||||
automatically — so closing the day doesn't mean separately checking Vault Position and
|
||||
every cashier's own Cashier Position screen by hand. -->
|
||||
|
||||
@@ -195,6 +195,75 @@
|
||||
font-size: 11px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
/* Names the block, for the interest panels that sit beside the cash arithmetic. */
|
||||
&__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
margin-bottom: 6px;
|
||||
padding-bottom: 6px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
font-size: 13px;
|
||||
color: #0d1b2a;
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
color: #1d4ed8;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
/* Interest is money leaving as the day closes, not cash counted in the drawer. */
|
||||
.bd-calc--fd {
|
||||
border-left: 3px solid #1d4ed8;
|
||||
}
|
||||
|
||||
.bd-fd-ok,
|
||||
.bd-fd-pending {
|
||||
display: inline-block;
|
||||
margin-left: 6px;
|
||||
padding: 1px 7px;
|
||||
border-radius: 999px;
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.02em;
|
||||
}
|
||||
|
||||
.bd-fd-ok {
|
||||
background: #dcfce7;
|
||||
color: #15803d;
|
||||
}
|
||||
|
||||
.bd-fd-pending {
|
||||
background: #fef3c7;
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
/* Why the close will be refused, said before the count is filled in rather than after. */
|
||||
.bd-warn {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 8px;
|
||||
max-width: 640px;
|
||||
margin-bottom: 14px;
|
||||
padding: 10px 14px;
|
||||
background: #fffbeb;
|
||||
border: 1px solid #fcd34d;
|
||||
border-radius: 8px;
|
||||
font-size: 12px;
|
||||
line-height: 1.5;
|
||||
color: #78350f;
|
||||
|
||||
mat-icon {
|
||||
flex-shrink: 0;
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
color: #b45309;
|
||||
}
|
||||
}
|
||||
|
||||
.bd-hint {
|
||||
|
||||
@@ -22,50 +22,255 @@
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<!-- ── Customer Info Bar ── -->
|
||||
<div class="cx-customer-bar">
|
||||
<div
|
||||
class="cx-customer-toggle"
|
||||
[class.cx-customer-toggle--active]="isAccountHolder"
|
||||
(click)="toggleAccountHolder()"
|
||||
>
|
||||
<mat-icon>{{ isAccountHolder ? 'check_box' : 'check_box_outline_blank' }}</mat-icon>
|
||||
<span>Account Holder</span>
|
||||
</div>
|
||||
|
||||
@if (isAccountHolder) {
|
||||
<label class="cx-field cx-field--inline">
|
||||
<span>Account No.</span>
|
||||
<input
|
||||
type="text"
|
||||
[value]="accountNo"
|
||||
(input)="accountNo = $any($event.target).value"
|
||||
placeholder="e.g. 000101234567"
|
||||
/>
|
||||
</label>
|
||||
} @else {
|
||||
<span class="cx-walk-in"><mat-icon>person_outline</mat-icon> Walk-in Customer</span>
|
||||
}
|
||||
|
||||
@if (needsIdProof) {
|
||||
<div class="cx-pan-required">
|
||||
<mat-icon>warning</mat-icon>
|
||||
<span>Amount ≥ ₹50,000 — Customer PAN / Aadhaar required (RBI)</span>
|
||||
<!-- ── Cashier: whose drawer takes the customer's notes and gives the change ── -->
|
||||
@if (cashier) {
|
||||
<section class="cx-cashier">
|
||||
<div class="cx-avatar cx-avatar--sm">{{ cashierInitials }}</div>
|
||||
<div class="cx-cashier__id">
|
||||
<div class="cx-cashier__label">Cashier at the counter</div>
|
||||
<div class="cx-cashier__name">{{ cashier.name || '—' }}</div>
|
||||
<div class="cx-cashier__flow">
|
||||
<span><mat-icon>south</mat-icon> Receives from customer</span>
|
||||
<span><mat-icon>north</mat-icon> Gives to customer</span>
|
||||
</div>
|
||||
</div>
|
||||
<label class="cx-field cx-field--inline cx-field--pan">
|
||||
<span>PAN / Aadhaar *</span>
|
||||
<input
|
||||
type="text"
|
||||
[value]="customerIdProof"
|
||||
(input)="customerIdProof = $any($event.target).value"
|
||||
placeholder="ABCDE1234F"
|
||||
maxlength="20"
|
||||
/>
|
||||
</label>
|
||||
}
|
||||
</div>
|
||||
<div class="cx-cashier__stats">
|
||||
<div>
|
||||
<span>Counter</span><strong>{{ cashier.tellerName || '—' }}</strong>
|
||||
</div>
|
||||
<div>
|
||||
<span>Branch</span><strong>{{ cashier.officeName || '—' }}</strong>
|
||||
</div>
|
||||
<div>
|
||||
<span>Allocated today</span
|
||||
><strong>{{
|
||||
cashier.allocatedAmount === null ? '—' : '₹' + (cashier.allocatedAmount | number: '1.2-2')
|
||||
}}</strong>
|
||||
</div>
|
||||
<div>
|
||||
<span>Cash in hand</span><strong>₹{{ cashier.totalAmount | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
} @else if (noCashier) {
|
||||
<section class="cx-cashier cx-cashier--none">
|
||||
<mat-icon>person_off</mat-icon>
|
||||
<div>
|
||||
<div class="cx-cashier__name">Your login is not linked to a cashier</div>
|
||||
<div class="cx-cashier__label">
|
||||
A cash exchange moves notes in and out of a cashier's drawer, so it can only be recorded by a cashier. Log in
|
||||
as a cashier to continue.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
}
|
||||
|
||||
<!-- ── Customer: an existing client (details from their record) or a walk-in identified at the counter ── -->
|
||||
<section class="cx-cust">
|
||||
<header class="cx-cust__head">
|
||||
<div class="cx-cust__title">
|
||||
<span class="cx-cust__title-icon"><mat-icon>groups</mat-icon></span>
|
||||
<div>
|
||||
<div class="cx-cust__title-text">Customer</div>
|
||||
<div class="cx-cust__title-sub">Who is exchanging cash at the counter</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="cx-cust__modes" role="tablist" aria-label="Customer type">
|
||||
<button
|
||||
type="button"
|
||||
role="tab"
|
||||
class="cx-cust__mode"
|
||||
[class.cx-cust__mode--active]="customerMode === 'existing'"
|
||||
[attr.aria-selected]="customerMode === 'existing'"
|
||||
(click)="setCustomerMode('existing')"
|
||||
>
|
||||
<mat-icon>badge</mat-icon> Existing Customer
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
role="tab"
|
||||
class="cx-cust__mode"
|
||||
[class.cx-cust__mode--active]="customerMode === 'walkin'"
|
||||
[attr.aria-selected]="customerMode === 'walkin'"
|
||||
(click)="setCustomerMode('walkin')"
|
||||
>
|
||||
<mat-icon>person_outline</mat-icon> Walk-in Customer
|
||||
</button>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<div class="cx-cust__body">
|
||||
<!-- Who -->
|
||||
<div class="cx-cust__who">
|
||||
@if (customerMode === 'existing') {
|
||||
@if (loadingCustomer) {
|
||||
<div class="cx-cust__empty">
|
||||
<mat-icon class="cx-cust__empty-icon cx-spin">autorenew</mat-icon>
|
||||
<div class="cx-cust__empty-title">Loading customer details…</div>
|
||||
</div>
|
||||
} @else if (!selectedCustomer) {
|
||||
<div class="cx-cust__empty">
|
||||
<mat-icon class="cx-cust__empty-icon">person_search</mat-icon>
|
||||
<div class="cx-cust__empty-title">No customer selected</div>
|
||||
<div class="cx-cust__empty-sub">Search by name, account no., PAN or Aadhaar</div>
|
||||
<button type="button" class="cx-btn cx-btn--primary" (click)="openCustomerSearch()">
|
||||
<mat-icon>search</mat-icon> Search Customer
|
||||
</button>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="cx-cust__card">
|
||||
<div class="cx-cust__card-top">
|
||||
<div class="cx-avatar">{{ customerInitials }}</div>
|
||||
<div class="cx-cust__card-id">
|
||||
<div class="cx-cust__name">{{ selectedCustomer.displayName }}</div>
|
||||
<div class="cx-cust__badges">
|
||||
<span
|
||||
class="cx-kyc"
|
||||
[class.cx-kyc--ok]="selectedCustomer.kycStatus === 'Verified'"
|
||||
[class.cx-kyc--warn]="selectedCustomer.kycStatus !== 'Verified'"
|
||||
>
|
||||
<mat-icon>{{
|
||||
selectedCustomer.kycStatus === 'Verified' ? 'verified_user' : 'gpp_maybe'
|
||||
}}</mat-icon>
|
||||
KYC: {{ selectedCustomer.kycStatus }}
|
||||
</span>
|
||||
@if (selectedCustomer.accountType) {
|
||||
<span class="cx-chip-tag">{{ selectedCustomer.accountType }}</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
<div class="cx-cust__card-actions">
|
||||
<button type="button" class="cx-link-btn" (click)="openCustomerSearch()">
|
||||
<mat-icon>swap_horiz</mat-icon> Change
|
||||
</button>
|
||||
<button type="button" class="cx-link-btn cx-link-btn--danger" (click)="clearCustomer()">
|
||||
<mat-icon>close</mat-icon> Remove
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="cx-cust__grid">
|
||||
<div>
|
||||
<span>CIF No.</span><strong>{{ selectedCustomer.cifNumber || '—' }}</strong>
|
||||
</div>
|
||||
<div>
|
||||
<span>Client ID</span><strong>{{ selectedCustomer.clientId }}</strong>
|
||||
</div>
|
||||
<div>
|
||||
<span>Mobile</span><strong>{{ selectedCustomer.mobileNo || '—' }}</strong>
|
||||
</div>
|
||||
<div>
|
||||
<span>Branch</span><strong>{{ selectedCustomer.officeName || '—' }}</strong>
|
||||
</div>
|
||||
<div>
|
||||
<span>Account</span><strong>{{ selectedCustomer.accountNo || 'No account' }}</strong>
|
||||
</div>
|
||||
<div>
|
||||
<span>PAN on record</span>
|
||||
<strong>
|
||||
{{ selectedCustomer.kycPan || 'Not on record' }}
|
||||
@if (selectedCustomer.kycPan) {
|
||||
<span
|
||||
class="cx-kyc cx-kyc--sm"
|
||||
[class.cx-kyc--ok]="selectedCustomer.panVerified"
|
||||
[class.cx-kyc--warn]="!selectedCustomer.panVerified"
|
||||
>{{ selectedCustomer.panVerified ? 'Verified' : 'Not verified' }}</span
|
||||
>
|
||||
}
|
||||
</strong>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
} @else {
|
||||
<div class="cx-cust__walkin">
|
||||
<label class="cx-field">
|
||||
<span>Customer Name{{ needsPan ? ' *' : '' }}</span>
|
||||
<input
|
||||
type="text"
|
||||
[value]="walkInName"
|
||||
(input)="walkInName = $any($event.target).value"
|
||||
placeholder="Full name as on ID"
|
||||
maxlength="150"
|
||||
autocomplete="off"
|
||||
/>
|
||||
</label>
|
||||
<label class="cx-field">
|
||||
<span>Mobile</span>
|
||||
<input
|
||||
type="tel"
|
||||
inputmode="numeric"
|
||||
[value]="walkInMobile"
|
||||
(input)="walkInMobile = $any($event.target).value"
|
||||
placeholder="10-digit mobile number"
|
||||
maxlength="15"
|
||||
autocomplete="off"
|
||||
/>
|
||||
</label>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- PAN -->
|
||||
<div
|
||||
class="cx-pan"
|
||||
[class.cx-pan--required]="panMissing"
|
||||
[class.cx-pan--invalid]="panFormatInvalid"
|
||||
[class.cx-pan--valid]="panValue && !panFormatInvalid"
|
||||
>
|
||||
<div class="cx-pan__head">
|
||||
<mat-icon>credit_card</mat-icon>
|
||||
<span class="cx-pan__label">PAN Card</span>
|
||||
<span class="cx-pan__tag" [class.cx-pan__tag--on]="needsPan">{{ needsPan ? 'Mandatory' : 'Optional' }}</span>
|
||||
</div>
|
||||
<div class="cx-pan__input">
|
||||
<input
|
||||
type="text"
|
||||
[value]="panNumber"
|
||||
(input)="panNumber = $any($event.target).value.toUpperCase()"
|
||||
placeholder="ABCDE1234F"
|
||||
maxlength="10"
|
||||
autocomplete="off"
|
||||
spellcheck="false"
|
||||
aria-label="PAN number"
|
||||
/>
|
||||
@if (panValue && !panFormatInvalid) {
|
||||
<mat-icon class="cx-pan__state cx-pan__state--ok">check_circle</mat-icon>
|
||||
} @else if (panFormatInvalid) {
|
||||
<mat-icon class="cx-pan__state cx-pan__state--bad">error</mat-icon>
|
||||
}
|
||||
</div>
|
||||
<div class="cx-pan__hint">
|
||||
@if (panFormatInvalid) {
|
||||
PAN is 5 letters, 4 digits, 1 letter (e.g. ABCDE1234F).
|
||||
} @else if (panFromKyc) {
|
||||
<mat-icon>link</mat-icon> Fetched from the customer's KYC record.
|
||||
} @else if (panMissing) {
|
||||
Required: this exchange is above ₹50,000 (Income Tax Rule 114B / RBI).
|
||||
} @else {
|
||||
Mandatory for exchanges above ₹50,000.
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<div class="cx-cols">
|
||||
<!-- The cashier's count of a denomination and what this exchange does to it, updated as counts are typed. -->
|
||||
<ng-template #drawerCell let-d="d">
|
||||
@if (availableFor(d) === null) {
|
||||
—
|
||||
} @else {
|
||||
In drawer <strong>{{ availableFor(d) }}</strong>
|
||||
@if (netFor(d) !== 0) {
|
||||
<span class="cx-after">
|
||||
<mat-icon>{{ netFor(d) > 0 ? 'trending_up' : 'trending_down' }}</mat-icon>
|
||||
<strong>{{ drawerAfter(d) }}</strong>
|
||||
<small>({{ netFor(d) > 0 ? '+' : '' }}{{ netFor(d) }})</small>
|
||||
</span>
|
||||
}
|
||||
}
|
||||
</ng-template>
|
||||
|
||||
<!-- RECEIVED -->
|
||||
<section class="cx-col cx-col--received">
|
||||
<header class="cx-col-head">
|
||||
@@ -78,7 +283,7 @@
|
||||
<div class="cx-subhead">Bank Notes</div>
|
||||
}
|
||||
@for (d of notes; track d.id) {
|
||||
<div class="cx-row">
|
||||
<div class="cx-row cx-row--stock">
|
||||
<span class="cx-chip">{{ d.label }}</span>
|
||||
<div class="cx-step">
|
||||
<button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button>
|
||||
@@ -90,6 +295,9 @@
|
||||
/>
|
||||
<button type="button" (click)="bump('r', d, 1)">+</button>
|
||||
</div>
|
||||
<span class="cx-avail" [class.cx-avail--up]="netFor(d) > 0" [class.cx-avail--down]="netFor(d) < 0">
|
||||
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
|
||||
</span>
|
||||
<span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0"
|
||||
>₹{{ subtotal('r', d) | number: '1.2-2' }}</span
|
||||
>
|
||||
@@ -99,7 +307,7 @@
|
||||
<div class="cx-subhead">Coins</div>
|
||||
}
|
||||
@for (d of coins; track d.id) {
|
||||
<div class="cx-row">
|
||||
<div class="cx-row cx-row--stock">
|
||||
<span class="cx-chip cx-chip--coin">{{ d.label }}</span>
|
||||
<div class="cx-step">
|
||||
<button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button>
|
||||
@@ -111,6 +319,9 @@
|
||||
/>
|
||||
<button type="button" (click)="bump('r', d, 1)">+</button>
|
||||
</div>
|
||||
<span class="cx-avail" [class.cx-avail--up]="netFor(d) > 0" [class.cx-avail--down]="netFor(d) < 0">
|
||||
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
|
||||
</span>
|
||||
<span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0"
|
||||
>₹{{ subtotal('r', d) | number: '1.2-2' }}</span
|
||||
>
|
||||
@@ -131,7 +342,7 @@
|
||||
<div class="cx-subhead">Bank Notes</div>
|
||||
}
|
||||
@for (d of notes; track d.id) {
|
||||
<div class="cx-row">
|
||||
<div class="cx-row cx-row--stock" [class.cx-row--over]="exceedsAvailable(d)">
|
||||
<span class="cx-chip">{{ d.label }}</span>
|
||||
<div class="cx-step">
|
||||
<button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button>
|
||||
@@ -141,8 +352,16 @@
|
||||
[value]="countFor('g', d)"
|
||||
(input)="onChange('g', d, $any($event.target).value)"
|
||||
/>
|
||||
<button type="button" (click)="bump('g', d, 1)">+</button>
|
||||
<button type="button" (click)="bump('g', d, 1)" [disabled]="!canGiveMore(d)">+</button>
|
||||
</div>
|
||||
<span
|
||||
class="cx-avail"
|
||||
[class.cx-avail--up]="netFor(d) > 0"
|
||||
[class.cx-avail--down]="netFor(d) < 0"
|
||||
[class.cx-avail--over]="exceedsAvailable(d)"
|
||||
>
|
||||
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
|
||||
</span>
|
||||
<span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0"
|
||||
>₹{{ subtotal('g', d) | number: '1.2-2' }}</span
|
||||
>
|
||||
@@ -152,7 +371,7 @@
|
||||
<div class="cx-subhead">Coins</div>
|
||||
}
|
||||
@for (d of coins; track d.id) {
|
||||
<div class="cx-row">
|
||||
<div class="cx-row cx-row--stock" [class.cx-row--over]="exceedsAvailable(d)">
|
||||
<span class="cx-chip cx-chip--coin">{{ d.label }}</span>
|
||||
<div class="cx-step">
|
||||
<button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button>
|
||||
@@ -162,8 +381,16 @@
|
||||
[value]="countFor('g', d)"
|
||||
(input)="onChange('g', d, $any($event.target).value)"
|
||||
/>
|
||||
<button type="button" (click)="bump('g', d, 1)">+</button>
|
||||
<button type="button" (click)="bump('g', d, 1)" [disabled]="!canGiveMore(d)">+</button>
|
||||
</div>
|
||||
<span
|
||||
class="cx-avail"
|
||||
[class.cx-avail--up]="netFor(d) > 0"
|
||||
[class.cx-avail--down]="netFor(d) < 0"
|
||||
[class.cx-avail--over]="exceedsAvailable(d)"
|
||||
>
|
||||
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
|
||||
</span>
|
||||
<span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0"
|
||||
>₹{{ subtotal('g', d) | number: '1.2-2' }}</span
|
||||
>
|
||||
@@ -173,6 +400,30 @@
|
||||
</section>
|
||||
</div>
|
||||
|
||||
<!-- What this exchange does to the cashier's drawer, denomination by denomination. -->
|
||||
@if (impactRows.length) {
|
||||
<div class="cx-impact">
|
||||
<div class="cx-impact__title"><mat-icon>inventory_2</mat-icon> Drawer after this exchange</div>
|
||||
<div class="cx-impact__chips">
|
||||
@for (r of impactRows; track r.id) {
|
||||
<span
|
||||
class="cx-impact__chip"
|
||||
[class.cx-impact__chip--up]="r.net > 0"
|
||||
[class.cx-impact__chip--down]="r.net < 0"
|
||||
>
|
||||
<b>{{ r.label }}</b>
|
||||
{{ r.before }} → {{ r.after }}
|
||||
<em>({{ r.net > 0 ? '+' : '' }}{{ r.net }})</em>
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
<div class="cx-impact__note">
|
||||
The branch's total for each denomination moves by the same amount; the vault is not touched (Branch Ops → Branch
|
||||
Cash Position).
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="cx-summary">
|
||||
<div class="cx-sum">
|
||||
<span>Received</span><strong>₹{{ receivedTotal | number: '1.2-2' }}</strong>
|
||||
@@ -213,9 +464,15 @@
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
@if (needsIdProof && !customerIdProof.trim()) {
|
||||
@if (panMissing) {
|
||||
<div class="cx-warn cx-warn--pan">
|
||||
<mat-icon>badge</mat-icon> Enter customer PAN / Aadhaar to proceed (amount ≥ ₹50,000).
|
||||
<mat-icon>badge</mat-icon> Enter the customer's PAN to proceed (amount above ₹50,000).
|
||||
</div>
|
||||
}
|
||||
@if (!customerIdentified && !loadingCustomer) {
|
||||
<div class="cx-warn cx-warn--pan">
|
||||
<mat-icon>person_search</mat-icon>
|
||||
{{ customerMode === 'existing' ? 'Search and select the customer.' : "Enter the walk-in customer's name." }}
|
||||
</div>
|
||||
}
|
||||
|
||||
|
||||
@@ -73,99 +73,584 @@
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Customer info bar ── */
|
||||
.cx-customer-bar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
padding: 10px 14px;
|
||||
background: #f8fafc;
|
||||
/* ── Customer: existing client or walk-in, plus PAN ── */
|
||||
.cx-cust {
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 10px;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
border-radius: 14px;
|
||||
box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
|
||||
overflow: hidden;
|
||||
|
||||
.cx-customer-toggle {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: #475569;
|
||||
cursor: pointer;
|
||||
user-select: none;
|
||||
&__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
flex-wrap: wrap;
|
||||
gap: 12px;
|
||||
padding: 12px 16px;
|
||||
background: linear-gradient(180deg, #f8fafc, #f1f5f9);
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
}
|
||||
|
||||
mat-icon {
|
||||
font-size: 20px;
|
||||
height: 20px;
|
||||
width: 20px;
|
||||
&__title {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
}
|
||||
|
||||
&__title-icon {
|
||||
display: grid;
|
||||
place-items: center;
|
||||
width: 36px;
|
||||
height: 36px;
|
||||
border-radius: 10px;
|
||||
background: #e6f4ee;
|
||||
color: #0f4f3c;
|
||||
|
||||
mat-icon {
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
}
|
||||
}
|
||||
|
||||
&__title-text {
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__title-sub {
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__modes {
|
||||
display: inline-flex;
|
||||
padding: 3px;
|
||||
background: #e2e8f0;
|
||||
border-radius: 10px;
|
||||
}
|
||||
|
||||
&__mode {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
height: 32px;
|
||||
padding: 0 14px;
|
||||
border: 0;
|
||||
border-radius: 8px;
|
||||
background: transparent;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: #475569;
|
||||
cursor: pointer;
|
||||
transition:
|
||||
background 0.15s ease,
|
||||
color 0.15s ease;
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&--active,
|
||||
&--active:hover {
|
||||
background: #fff;
|
||||
color: #0f4f3c;
|
||||
box-shadow: 0 1px 3px rgb(15 23 42 / 15%);
|
||||
}
|
||||
}
|
||||
|
||||
&__body {
|
||||
display: grid;
|
||||
grid-template-columns: minmax(0, 1.7fr) minmax(260px, 1fr);
|
||||
gap: 16px;
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
&__who {
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
/* Nothing picked yet, or loading */
|
||||
&__empty {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
gap: 4px;
|
||||
min-height: 150px;
|
||||
padding: 20px;
|
||||
text-align: center;
|
||||
background: #f8fafc;
|
||||
border: 1.5px dashed #cbd5e1;
|
||||
border-radius: 12px;
|
||||
}
|
||||
|
||||
&__empty-icon {
|
||||
font-size: 36px;
|
||||
width: 36px;
|
||||
height: 36px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
&--active {
|
||||
color: #1e40af;
|
||||
&__empty-title {
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
&__empty-sub {
|
||||
margin-bottom: 8px;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
/* A picked client */
|
||||
&__card {
|
||||
padding: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
}
|
||||
|
||||
&__card-top {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
&__card-id {
|
||||
flex: 1 1 180px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
&__name {
|
||||
font-size: 16px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
overflow-wrap: anywhere;
|
||||
}
|
||||
|
||||
&__badges {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 6px;
|
||||
margin-top: 4px;
|
||||
}
|
||||
|
||||
&__card-actions {
|
||||
display: flex;
|
||||
gap: 4px;
|
||||
}
|
||||
|
||||
&__grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fill, minmax(150px, 1fr));
|
||||
gap: 12px 16px;
|
||||
margin-top: 12px;
|
||||
padding-top: 12px;
|
||||
border-top: 1px dashed #e2e8f0;
|
||||
|
||||
span {
|
||||
display: block;
|
||||
margin-bottom: 2px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
strong {
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: #0f172a;
|
||||
}
|
||||
}
|
||||
|
||||
/* A walk-in, identified at the counter */
|
||||
&__walkin {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: 12px;
|
||||
|
||||
.cx-field {
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.cx-field input {
|
||||
width: 100%;
|
||||
height: 40px;
|
||||
box-sizing: border-box;
|
||||
}
|
||||
}
|
||||
|
||||
.cx-field input:focus {
|
||||
outline: none;
|
||||
border-color: #1f7a4d;
|
||||
box-shadow: 0 0 0 3px rgb(31 122 77 / 15%);
|
||||
}
|
||||
}
|
||||
|
||||
.cx-avatar {
|
||||
display: grid;
|
||||
place-items: center;
|
||||
flex: 0 0 auto;
|
||||
width: 44px;
|
||||
height: 44px;
|
||||
border-radius: 50%;
|
||||
background: linear-gradient(135deg, #1f7a4d, #0f4f3c);
|
||||
font-size: 15px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.02em;
|
||||
color: #fff;
|
||||
|
||||
&--sm {
|
||||
width: 40px;
|
||||
height: 40px;
|
||||
font-size: 14px;
|
||||
}
|
||||
}
|
||||
|
||||
/* The cashier at the counter, or why there is none */
|
||||
.cx-cashier {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 14px 20px;
|
||||
padding: 12px 16px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-left: 4px solid #1f7a4d;
|
||||
border-radius: 14px;
|
||||
box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
|
||||
|
||||
&__id {
|
||||
flex: 1 1 220px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
&__label {
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__name {
|
||||
font-size: 16px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__flow {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 14px;
|
||||
margin-top: 2px;
|
||||
font-size: 12px;
|
||||
color: #475569;
|
||||
|
||||
span {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 2px;
|
||||
}
|
||||
|
||||
mat-icon {
|
||||
color: #1e40af;
|
||||
font-size: 14px;
|
||||
width: 14px;
|
||||
height: 14px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
}
|
||||
|
||||
&__stats {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 10px 28px;
|
||||
|
||||
span {
|
||||
display: block;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
strong {
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
color: #0f172a;
|
||||
}
|
||||
}
|
||||
|
||||
&--none {
|
||||
background: #fffbeb;
|
||||
border-color: #fcd34d;
|
||||
border-left-color: #d97706;
|
||||
|
||||
mat-icon {
|
||||
color: #d97706;
|
||||
}
|
||||
|
||||
.cx-cashier__label {
|
||||
font-weight: 500;
|
||||
letter-spacing: 0;
|
||||
text-transform: none;
|
||||
color: #92400e;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.cx-walk-in {
|
||||
display: flex;
|
||||
.cx-kyc {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
padding: 2px 8px;
|
||||
border-radius: 999px;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
height: 16px;
|
||||
width: 16px;
|
||||
font-size: 14px;
|
||||
width: 14px;
|
||||
height: 14px;
|
||||
}
|
||||
|
||||
&--ok {
|
||||
background: #dcfce7;
|
||||
color: #166534;
|
||||
}
|
||||
|
||||
&--warn {
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
}
|
||||
|
||||
&--sm {
|
||||
margin-left: 6px;
|
||||
padding: 1px 6px;
|
||||
font-size: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
.cx-pan-required {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 4px 10px;
|
||||
background: #fffbeb;
|
||||
border: 1px solid #fcd34d;
|
||||
.cx-chip-tag {
|
||||
padding: 2px 8px;
|
||||
border-radius: 6px;
|
||||
background: #eef2ff;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
color: #3730a3;
|
||||
}
|
||||
|
||||
.cx-link-btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
height: 30px;
|
||||
padding: 0 10px;
|
||||
border: 0;
|
||||
border-radius: 8px;
|
||||
background: transparent;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #92400e;
|
||||
color: #1e40af;
|
||||
cursor: pointer;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
height: 16px;
|
||||
width: 16px;
|
||||
color: #d97706;
|
||||
height: 16px;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
background: #eff6ff;
|
||||
}
|
||||
|
||||
&--danger {
|
||||
color: #b91c1c;
|
||||
|
||||
&:hover {
|
||||
background: #fef2f2;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.cx-field--inline {
|
||||
flex-direction: row;
|
||||
align-items: center;
|
||||
/* PAN: neutral until needed, amber when required and missing, red when malformed, green when valid */
|
||||
.cx-pan {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-self: start;
|
||||
gap: 8px;
|
||||
padding: 14px;
|
||||
background: #f8fafc;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
|
||||
span {
|
||||
white-space: nowrap;
|
||||
&__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
|
||||
mat-icon {
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
color: #475569;
|
||||
}
|
||||
}
|
||||
|
||||
input {
|
||||
width: 180px;
|
||||
&__label {
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__tag {
|
||||
margin-left: auto;
|
||||
padding: 2px 8px;
|
||||
border-radius: 999px;
|
||||
background: #e2e8f0;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
color: #475569;
|
||||
|
||||
&--on {
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
}
|
||||
}
|
||||
|
||||
&__input {
|
||||
position: relative;
|
||||
|
||||
input {
|
||||
width: 100%;
|
||||
height: 44px;
|
||||
box-sizing: border-box;
|
||||
padding: 0 40px 0 12px;
|
||||
background: #fff;
|
||||
border: 1.5px solid #cbd5e1;
|
||||
border-radius: 10px;
|
||||
font-family: ui-monospace, sfmono-regular, menlo, consolas, monospace;
|
||||
font-size: 18px;
|
||||
font-weight: 600;
|
||||
letter-spacing: 0.18em;
|
||||
text-transform: uppercase;
|
||||
color: #0f172a;
|
||||
|
||||
&::placeholder {
|
||||
font-weight: 500;
|
||||
color: #cbd5e1;
|
||||
}
|
||||
|
||||
&:focus {
|
||||
outline: none;
|
||||
border-color: #1f7a4d;
|
||||
box-shadow: 0 0 0 3px rgb(31 122 77 / 15%);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
&__state {
|
||||
position: absolute;
|
||||
top: 50%;
|
||||
right: 10px;
|
||||
transform: translateY(-50%);
|
||||
font-size: 22px;
|
||||
width: 22px;
|
||||
height: 22px;
|
||||
|
||||
&--ok {
|
||||
color: #16a34a;
|
||||
}
|
||||
|
||||
&--bad {
|
||||
color: #dc2626;
|
||||
}
|
||||
}
|
||||
|
||||
&__hint {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
|
||||
mat-icon {
|
||||
font-size: 14px;
|
||||
width: 14px;
|
||||
height: 14px;
|
||||
}
|
||||
}
|
||||
|
||||
&--required {
|
||||
background: #fffbeb;
|
||||
border-color: #fcd34d;
|
||||
|
||||
.cx-pan__input input {
|
||||
border-color: #f59e0b;
|
||||
}
|
||||
|
||||
.cx-pan__hint {
|
||||
font-weight: 600;
|
||||
color: #92400e;
|
||||
}
|
||||
}
|
||||
|
||||
&--invalid {
|
||||
background: #fef2f2;
|
||||
border-color: #fecaca;
|
||||
|
||||
.cx-pan__input input {
|
||||
border-color: #ef4444;
|
||||
}
|
||||
|
||||
.cx-pan__hint {
|
||||
font-weight: 600;
|
||||
color: #b91c1c;
|
||||
}
|
||||
}
|
||||
|
||||
&--valid {
|
||||
background: #f0fdf4;
|
||||
border-color: #bbf7d0;
|
||||
|
||||
.cx-pan__input input {
|
||||
border-color: #22c55e;
|
||||
}
|
||||
|
||||
.cx-pan__hint {
|
||||
color: #166534;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.cx-field--pan input {
|
||||
width: 160px;
|
||||
border-color: #fcd34d;
|
||||
.cx-spin {
|
||||
animation: cx-spin 1s linear infinite;
|
||||
}
|
||||
|
||||
&:focus {
|
||||
outline: none;
|
||||
border-color: #d97706;
|
||||
@keyframes cx-spin {
|
||||
to {
|
||||
transform: rotate(360deg);
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
.cx-cust__body {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 600px) {
|
||||
.cx-cust__walkin {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -345,6 +830,129 @@
|
||||
border-bottom: 1px dotted #eef2f7;
|
||||
}
|
||||
|
||||
/* Both sides: the cashier's count of each denomination sits between the counter and the amount. */
|
||||
.cx-row--stock {
|
||||
grid-template-columns: 64px 120px 1fr 96px;
|
||||
}
|
||||
|
||||
.cx-row--over {
|
||||
background: #fef2f2;
|
||||
}
|
||||
|
||||
.cx-avail {
|
||||
padding-left: 6px;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
|
||||
strong {
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
/* the count after this exchange: green when it goes up, red when it goes down */
|
||||
.cx-after {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 3px;
|
||||
margin-left: 6px;
|
||||
font-weight: 600;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
}
|
||||
|
||||
small {
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
&--up .cx-after,
|
||||
&--up .cx-after strong {
|
||||
color: #15803d;
|
||||
}
|
||||
|
||||
&--down .cx-after,
|
||||
&--down .cx-after strong {
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
&--over,
|
||||
&--over strong,
|
||||
&--over .cx-after,
|
||||
&--over .cx-after strong {
|
||||
color: #b91c1c;
|
||||
}
|
||||
}
|
||||
|
||||
/* The drawer after the whole exchange, one chip per denomination it changes */
|
||||
.cx-impact {
|
||||
padding: 12px 14px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
|
||||
&__title {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
margin-bottom: 8px;
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
color: #475569;
|
||||
}
|
||||
}
|
||||
|
||||
&__chips {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
&__chip {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 5px 10px;
|
||||
border-radius: 8px;
|
||||
background: #f1f5f9;
|
||||
font-size: 12px;
|
||||
color: #334155;
|
||||
|
||||
b {
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
em {
|
||||
font-style: normal;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
&--up {
|
||||
background: #dcfce7;
|
||||
color: #166534;
|
||||
}
|
||||
|
||||
&--down {
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
}
|
||||
}
|
||||
|
||||
&__note {
|
||||
margin-top: 8px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
|
||||
.cx-chip {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
|
||||
@@ -11,7 +11,15 @@ import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { MatDialog, MatDialogModule } from '@angular/material/dialog';
|
||||
import { forkJoin, of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { ClientsService } from 'app/clients/clients.service';
|
||||
import {
|
||||
CustomerSearchDialogComponent,
|
||||
CustomerSearchResult
|
||||
} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
interface Denom {
|
||||
@@ -21,6 +29,47 @@ interface Denom {
|
||||
label: string;
|
||||
}
|
||||
|
||||
/** An existing client picked through Customer Search, with what the counter needs to identify them. */
|
||||
interface SelectedCustomer {
|
||||
clientId: number;
|
||||
displayName: string;
|
||||
cifNumber: string | null;
|
||||
mobileNo: string | null;
|
||||
officeName: string | null;
|
||||
accountNo: string | null;
|
||||
accountType: string | null;
|
||||
/** PAN on the client's KYC record, if any. */
|
||||
kycPan: string | null;
|
||||
panVerified: boolean;
|
||||
kycStatus: string;
|
||||
}
|
||||
|
||||
/** The cashier at the counter: the one who takes the customer's notes and hands over the change. */
|
||||
interface CashierInfo {
|
||||
cashierId: number;
|
||||
name: string;
|
||||
tellerName: string | null;
|
||||
officeName: string | null;
|
||||
/** Cash the vault allocated to them for the day, once known. */
|
||||
allocatedAmount: number | null;
|
||||
/** Cash they hold now. */
|
||||
totalAmount: number;
|
||||
}
|
||||
|
||||
/** Same rule as ClientKycApiConstants.PAN_REGEX on the server: 5 letters, 4 digits, 1 letter. */
|
||||
const PAN_PATTERN = /^[A-Z]{5}[0-9]{4}[A-Z]$/;
|
||||
|
||||
/** Income Tax Rule 114B / RBI: a cash exchange above this needs the customer's PAN. */
|
||||
const PAN_MANDATORY_ABOVE = 50000;
|
||||
|
||||
const KYC_STATUS: Record<number, string> = {
|
||||
100: 'Pending',
|
||||
200: 'In Progress',
|
||||
300: 'Verified',
|
||||
400: 'Rejected',
|
||||
500: 'Expired'
|
||||
};
|
||||
|
||||
/** Cashier cash-exchange entry: customer gives some denominations and takes equal-value change (net 0). */
|
||||
@Component({
|
||||
selector: 'mifosx-cash-exchange-entry',
|
||||
@@ -31,11 +80,14 @@ interface Denom {
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule,
|
||||
MatSnackBarModule
|
||||
MatSnackBarModule,
|
||||
MatDialogModule
|
||||
]
|
||||
})
|
||||
export class CashExchangeEntryComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private clientsService = inject(ClientsService);
|
||||
private dialog = inject(MatDialog);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
|
||||
notes: Denom[] = [];
|
||||
@@ -47,11 +99,17 @@ export class CashExchangeEntryComponent implements OnInit {
|
||||
saving = false;
|
||||
|
||||
// ── Customer info ──
|
||||
isAccountHolder = false;
|
||||
accountNo = '';
|
||||
customerIdProof = '';
|
||||
/** An existing client found through Customer Search, or a walk-in identified at the counter. */
|
||||
customerMode: 'existing' | 'walkin' = 'walkin';
|
||||
selectedCustomer: SelectedCustomer | null = null;
|
||||
loadingCustomer = false;
|
||||
walkInName = '';
|
||||
walkInMobile = '';
|
||||
panNumber = '';
|
||||
|
||||
// ── Cashier position (for denomination overdraft check) ──
|
||||
// ── Cashier at the counter, and their position (for the denomination overdraft check) ──
|
||||
/** The cashier linked to the logged-in user; null when the login is not a cashier's. */
|
||||
cashier: CashierInfo | null = null;
|
||||
private availableMap = new Map<number, number>();
|
||||
positionLoaded = false;
|
||||
|
||||
@@ -88,7 +146,19 @@ export class CashExchangeEntryComponent implements OnInit {
|
||||
((res?.denominations || []) as any[]).forEach((d: any) => {
|
||||
if (d.denominationId) this.availableMap.set(Number(d.denominationId), Number(d.count ?? 0));
|
||||
});
|
||||
const cashierId = res?.cashierId ? Number(res.cashierId) : null;
|
||||
this.cashier = cashierId
|
||||
? {
|
||||
cashierId,
|
||||
name: res.cashierName || '',
|
||||
tellerName: null,
|
||||
officeName: null,
|
||||
allocatedAmount: null,
|
||||
totalAmount: Number(res.totalAmount ?? 0)
|
||||
}
|
||||
: null;
|
||||
this.positionLoaded = true;
|
||||
if (cashierId) this.loadCashierDetails(cashierId);
|
||||
},
|
||||
error: () => {
|
||||
this.positionLoaded = true;
|
||||
@@ -96,6 +166,31 @@ export class CashExchangeEntryComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
/** The counter, branch and today's allocation; the card still shows name and cash in hand without them. */
|
||||
private loadCashierDetails(cashierId: number): void {
|
||||
this.service
|
||||
.getInterCashierCashierSummary(cashierId, this.exchangeDate)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((r: any) => {
|
||||
if (!r || this.cashier?.cashierId !== cashierId) return;
|
||||
this.cashier = {
|
||||
...this.cashier,
|
||||
tellerName: r.tellerName || null,
|
||||
officeName: r.officeName || null,
|
||||
allocatedAmount: Number(r.allocatedAmount ?? 0)
|
||||
};
|
||||
});
|
||||
}
|
||||
|
||||
/** Up to two letters for the cashier's avatar. */
|
||||
get cashierInitials(): string {
|
||||
const words = (this.cashier?.name || '').trim().split(/\s+/).filter(Boolean);
|
||||
if (words.length === 0) return '?';
|
||||
const first = words[0].charAt(0);
|
||||
const last = words.length > 1 ? words[words.length - 1].charAt(0) : '';
|
||||
return (first + last).toUpperCase();
|
||||
}
|
||||
|
||||
countFor(side: 'r' | 'g', d: Denom): number {
|
||||
return (side === 'r' ? this.receivedCounts : this.givenCounts)[d.id] || 0;
|
||||
}
|
||||
@@ -129,14 +224,102 @@ export class CashExchangeEntryComponent implements OnInit {
|
||||
return this.receivedTotal > 0 && this.receivedTotal === this.givenTotal;
|
||||
}
|
||||
|
||||
/** Above ₹50,000 PAN/ID is mandatory per RBI guideline */
|
||||
get needsIdProof(): boolean {
|
||||
return this.receivedTotal >= 50000;
|
||||
/** Above ₹50,000 the customer's PAN is mandatory (Income Tax Rule 114B, followed under RBI guidelines). */
|
||||
get needsPan(): boolean {
|
||||
return this.receivedTotal > PAN_MANDATORY_ABOVE;
|
||||
}
|
||||
|
||||
/** Up to two letters for the avatar: first and last word of the customer's name. */
|
||||
get customerInitials(): string {
|
||||
const words = (this.selectedCustomer?.displayName || '').trim().split(/\s+/).filter(Boolean);
|
||||
if (words.length === 0) return '?';
|
||||
const first = words[0].charAt(0);
|
||||
const last = words.length > 1 ? words[words.length - 1].charAt(0) : '';
|
||||
return (first + last).toUpperCase();
|
||||
}
|
||||
|
||||
get panValue(): string {
|
||||
return this.panNumber.trim().toUpperCase();
|
||||
}
|
||||
|
||||
/** A PAN that is entered must be well-formed, required or not. */
|
||||
get panFormatInvalid(): boolean {
|
||||
return !!this.panValue && !PAN_PATTERN.test(this.panValue);
|
||||
}
|
||||
|
||||
get panMissing(): boolean {
|
||||
return this.needsPan && !this.panValue;
|
||||
}
|
||||
|
||||
/** The PAN comes from the client's KYC record, so the cashier confirms it rather than types it. */
|
||||
get panFromKyc(): boolean {
|
||||
return !!this.selectedCustomer?.kycPan && this.panValue === this.selectedCustomer.kycPan.toUpperCase();
|
||||
}
|
||||
|
||||
/** Who the customer is has to be known: a picked client, or a walk-in's name once PAN is required. */
|
||||
get customerIdentified(): boolean {
|
||||
if (this.customerMode === 'existing') return !!this.selectedCustomer;
|
||||
return !this.needsPan || this.walkInName.trim().length > 0;
|
||||
}
|
||||
|
||||
/** A login with no cashier behind it has no drawer to take notes into or give change from. */
|
||||
get noCashier(): boolean {
|
||||
return this.positionLoaded && !this.cashier;
|
||||
}
|
||||
|
||||
/** How many of the denomination the cashier holds, or null while that is not known (loading, or no cashier). */
|
||||
availableFor(d: Denom): number | null {
|
||||
if (!this.positionLoaded || !this.cashier) return null;
|
||||
return this.availableMap.get(d.id) ?? 0;
|
||||
}
|
||||
|
||||
/** The cashier is giving more of this denomination than they hold. */
|
||||
exceedsAvailable(d: Denom): boolean {
|
||||
const available = this.availableFor(d);
|
||||
return available !== null && this.countFor('g', d) > available;
|
||||
}
|
||||
|
||||
/** The + on the given side stops at what the cashier holds; a larger typed number is still caught and shown. */
|
||||
canGiveMore(d: Denom): boolean {
|
||||
const available = this.availableFor(d);
|
||||
return available === null || this.countFor('g', d) < available;
|
||||
}
|
||||
|
||||
/** What this exchange does to the cashier's count of the denomination: notes taken in less notes given out. */
|
||||
netFor(d: Denom): number {
|
||||
return this.countFor('r', d) - this.countFor('g', d);
|
||||
}
|
||||
|
||||
/** The cashier's count of the denomination once this exchange is recorded, or null while it is not known. */
|
||||
drawerAfter(d: Denom): number | null {
|
||||
const available = this.availableFor(d);
|
||||
return available === null ? null : available + this.netFor(d);
|
||||
}
|
||||
|
||||
/**
|
||||
* The denominations this exchange changes, with the drawer's count before and after, so the effect shows
|
||||
* while the counts are being typed. The branch's total for each denomination moves by the same amount, as
|
||||
* the customer's notes go into the drawer and the change comes out of it; the vault is not involved.
|
||||
*/
|
||||
get impactRows(): Array<{ id: number; label: string; kind: string; net: number; before: number; after: number }> {
|
||||
if (!this.positionLoaded || !this.cashier) return [];
|
||||
return this.denoms
|
||||
.filter((d) => this.netFor(d) !== 0)
|
||||
.map((d) => ({
|
||||
id: d.id,
|
||||
label: d.label,
|
||||
kind: d.kind,
|
||||
net: this.netFor(d),
|
||||
before: this.availableFor(d) ?? 0,
|
||||
after: this.drawerAfter(d) ?? 0
|
||||
}));
|
||||
}
|
||||
|
||||
/** Denominations where cashier is giving more than currently available. */
|
||||
get givenOverdraftItems(): Array<{ label: string; available: number; requested: number }> {
|
||||
if (!this.positionLoaded) return [];
|
||||
// Without a cashier every denomination would read as "0 available"; the missing cashier is the
|
||||
// thing to tell the user, not a stock shortage.
|
||||
if (!this.positionLoaded || !this.cashier) return [];
|
||||
return this.denoms
|
||||
.map((d) => ({ label: d.label, available: this.availableMap.get(d.id) ?? 0, requested: this.countFor('g', d) }))
|
||||
.filter((item) => item.requested > 0 && item.requested > item.available);
|
||||
@@ -147,21 +330,77 @@ export class CashExchangeEntryComponent implements OnInit {
|
||||
}
|
||||
|
||||
get valid(): boolean {
|
||||
return this.matches && (!this.needsIdProof || this.customerIdProof.trim().length > 0) && !this.hasGivenOverdraft;
|
||||
return (
|
||||
this.matches &&
|
||||
!!this.cashier &&
|
||||
!this.hasGivenOverdraft &&
|
||||
!this.panFormatInvalid &&
|
||||
!this.panMissing &&
|
||||
this.customerIdentified &&
|
||||
!this.loadingCustomer
|
||||
);
|
||||
}
|
||||
|
||||
toggleAccountHolder(): void {
|
||||
this.isAccountHolder = !this.isAccountHolder;
|
||||
if (!this.isAccountHolder) this.accountNo = '';
|
||||
setCustomerMode(mode: 'existing' | 'walkin'): void {
|
||||
if (this.customerMode === mode) return;
|
||||
this.customerMode = mode;
|
||||
this.selectedCustomer = null;
|
||||
this.walkInName = '';
|
||||
this.walkInMobile = '';
|
||||
this.panNumber = '';
|
||||
}
|
||||
|
||||
/** Pick an existing client through Customer Search, then load their details and KYC (PAN). */
|
||||
openCustomerSearch(): void {
|
||||
this.dialog
|
||||
// An existing customer without an account is still a known customer, so the account is not required.
|
||||
.open(CustomerSearchDialogComponent, { width: '960px', maxWidth: '95vw', data: { requireAccount: false } })
|
||||
.afterClosed()
|
||||
.subscribe((result: CustomerSearchResult | undefined) => {
|
||||
if (!result?.clientId) return;
|
||||
this.loadCustomer(result);
|
||||
});
|
||||
}
|
||||
|
||||
private loadCustomer(result: CustomerSearchResult): void {
|
||||
this.loadingCustomer = true;
|
||||
const id = String(result.clientId);
|
||||
forkJoin({
|
||||
client: this.clientsService.getClientData(id, true).pipe(catchError(() => of(null))),
|
||||
kyc: this.clientsService.getClientKyc(id, true).pipe(catchError(() => of(null)))
|
||||
}).subscribe(({ client, kyc }: { client: any; kyc: any }) => {
|
||||
const kycPan: string | null = kyc?.panNumber || result.panNumber || null;
|
||||
this.selectedCustomer = {
|
||||
clientId: result.clientId,
|
||||
displayName: client?.displayName || result.displayName,
|
||||
cifNumber: client?.cifNumber || null,
|
||||
mobileNo: client?.mobileNo || result.mobileNo || null,
|
||||
officeName: client?.officeName || result.officeName || null,
|
||||
accountNo: result.accountNo || null,
|
||||
accountType: result.accountType || null,
|
||||
kycPan,
|
||||
panVerified: !!kyc?.panVerified,
|
||||
kycStatus: KYC_STATUS[Number(kyc?.kycStatus?.id ?? kyc?.kycStatus)] || 'Not on record'
|
||||
};
|
||||
this.panNumber = kycPan ? kycPan.toUpperCase() : '';
|
||||
this.loadingCustomer = false;
|
||||
});
|
||||
}
|
||||
|
||||
clearCustomer(): void {
|
||||
this.selectedCustomer = null;
|
||||
this.panNumber = '';
|
||||
}
|
||||
|
||||
clear(): void {
|
||||
this.receivedCounts = {};
|
||||
this.givenCounts = {};
|
||||
this.note = '';
|
||||
this.accountNo = '';
|
||||
this.customerIdProof = '';
|
||||
this.isAccountHolder = false;
|
||||
this.customerMode = 'walkin';
|
||||
this.selectedCustomer = null;
|
||||
this.walkInName = '';
|
||||
this.walkInMobile = '';
|
||||
this.panNumber = '';
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
@@ -171,11 +410,17 @@ export class CashExchangeEntryComponent implements OnInit {
|
||||
this.denoms
|
||||
.filter((d) => this.countFor(side, d) > 0)
|
||||
.map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(side, d) }));
|
||||
const customer = this.customerMode === 'existing' ? this.selectedCustomer : null;
|
||||
const pan = this.panValue || null;
|
||||
const payload: any = {
|
||||
exchangeDate: this.exchangeDate,
|
||||
note: this.note || null,
|
||||
customerIdProof: this.customerIdProof.trim() || null,
|
||||
accountNo: this.isAccountHolder && this.accountNo.trim() ? this.accountNo.trim() : null,
|
||||
clientId: customer?.clientId ?? null,
|
||||
accountNo: customer?.accountNo ?? null,
|
||||
customerName: customer ? customer.displayName : this.walkInName.trim() || null,
|
||||
customerMobile: customer ? customer.mobileNo : this.walkInMobile.trim() || null,
|
||||
panNumber: pan,
|
||||
customerIdProof: pan,
|
||||
received: build('r'),
|
||||
given: build('g')
|
||||
};
|
||||
|
||||
@@ -11,25 +11,11 @@
|
||||
<div>
|
||||
<div class="pg-eyebrow">CASHIER · HISTORY</div>
|
||||
<h1 class="pg-title">Cash Movement History</h1>
|
||||
<p class="pg-sub">All transfers, settlements, and inter-cashier movements. Reverse any active transaction.</p>
|
||||
<p class="pg-sub">All transfers, settlements, inter-cashier movements and cash exchanges.</p>
|
||||
</div>
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="load()"><mat-icon>refresh</mat-icon> Refresh</button>
|
||||
</header>
|
||||
|
||||
<!-- Reversal confirm panel -->
|
||||
@if (reversingId !== null) {
|
||||
<div class="reverse-panel">
|
||||
<mat-icon class="reverse-icon">warning</mat-icon>
|
||||
<span
|
||||
>Reverse <strong>#{{ reversingId }}</strong
|
||||
>? This cannot be undone.</span
|
||||
>
|
||||
<input class="reverse-reason" type="text" [(ngModel)]="reverseReason" placeholder="Reason (optional)" />
|
||||
<button type="button" class="pg-btn pg-btn--danger" (click)="confirmReverse()">Confirm Reversal</button>
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="cancelReverse()">Cancel</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (loading) {
|
||||
<div class="pg-empty">Loading…</div>
|
||||
}
|
||||
@@ -134,11 +120,6 @@
|
||||
>
|
||||
<mat-icon>visibility</mat-icon>
|
||||
</button>
|
||||
@if (!r.isReversed) {
|
||||
<button type="button" class="pg-btn pg-btn--ghost btn-sm" title="Reverse" (click)="startReverse(r)">
|
||||
<mat-icon>undo</mat-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
@@ -187,6 +168,12 @@
|
||||
<span class="detail-meta__label">Date</span>
|
||||
<span class="detail-meta__val">{{ detail.row.date }}</span>
|
||||
</div>
|
||||
@if (detail.row.type === 'exchange') {
|
||||
<div class="detail-meta__item">
|
||||
<span class="detail-meta__label">Customer PAN</span>
|
||||
<span class="detail-meta__val">{{ detail.row.panNumber || '—' }}</span>
|
||||
</div>
|
||||
}
|
||||
<div class="detail-meta__item">
|
||||
<span class="detail-meta__label">Total Amount</span>
|
||||
<span class="detail-meta__val detail-meta__val--amount">₹{{ detail.row.amount | number: '1.2-2' }}</span>
|
||||
|
||||
@@ -47,38 +47,6 @@
|
||||
}
|
||||
}
|
||||
|
||||
.reverse-panel {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
padding: 12px 16px;
|
||||
background: #fffbeb;
|
||||
border: 1px solid #fcd34d;
|
||||
border-radius: 10px;
|
||||
flex-wrap: wrap;
|
||||
font-size: 13px;
|
||||
color: #92400e;
|
||||
|
||||
.reverse-icon {
|
||||
color: #f59e0b;
|
||||
font-size: 20px;
|
||||
height: 20px;
|
||||
width: 20px;
|
||||
}
|
||||
|
||||
.reverse-reason {
|
||||
flex: 1 1 200px;
|
||||
height: 34px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #fcd34d;
|
||||
border-radius: 7px;
|
||||
font-size: 13px;
|
||||
font-family: inherit;
|
||||
background: #fff;
|
||||
color: #1a1a1a;
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Action buttons cell ── */
|
||||
.action-btns {
|
||||
display: flex;
|
||||
|
||||
@@ -8,9 +8,7 @@
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { MatTabsModule } from '@angular/material/tabs';
|
||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||
import { forkJoin, of } from 'rxjs';
|
||||
@@ -31,6 +29,8 @@ interface TxnRow {
|
||||
reversedBy: number | null;
|
||||
reversedAt: string | null;
|
||||
reverseReason: string | null;
|
||||
/** Customer PAN recorded on a cash exchange. */
|
||||
panNumber?: string | null;
|
||||
type: 'transfer' | 'settlement' | 'inter' | 'exchange';
|
||||
}
|
||||
|
||||
@@ -52,7 +52,10 @@ interface DetailView {
|
||||
loading: boolean;
|
||||
}
|
||||
|
||||
/** Unified history of all cash movements with reversal and detail view support. */
|
||||
/**
|
||||
* Unified history of all cash movements with a detail view. Read-only: cash movements cannot be reversed
|
||||
* from here (an earlier reversal still shows as Reversed, with who, when and why).
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-cash-history',
|
||||
templateUrl: './cash-history.component.html',
|
||||
@@ -63,16 +66,13 @@ interface DetailView {
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule,
|
||||
MatSnackBarModule,
|
||||
MatTabsModule,
|
||||
MatPaginatorModule
|
||||
]
|
||||
})
|
||||
export class CashHistoryComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
|
||||
transfers: TxnRow[] = [];
|
||||
settlements: TxnRow[] = [];
|
||||
@@ -99,10 +99,6 @@ export class CashHistoryComponent implements OnInit {
|
||||
|
||||
private denomKindMap = new Map<number, 'note' | 'coin'>();
|
||||
|
||||
reversingId: number | null = null;
|
||||
reversingType: string | null = null;
|
||||
reverseReason = '';
|
||||
|
||||
detail: DetailView | null = null;
|
||||
|
||||
ngOnInit(): void {
|
||||
@@ -212,7 +208,8 @@ export class CashHistoryComponent implements OnInit {
|
||||
this.exchanges = (exchangeItems as any[]).map((e) => ({
|
||||
id: e.id,
|
||||
date: e.exchangeDate,
|
||||
fromParty: e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer',
|
||||
fromParty: this.exchangeParty(e),
|
||||
panNumber: e.panNumber ?? null,
|
||||
toParty: e.performedByUsername || '—',
|
||||
amount: e.exchangeAmount,
|
||||
note: e.note,
|
||||
@@ -310,7 +307,8 @@ export class CashHistoryComponent implements OnInit {
|
||||
this.exchanges = (res.pageItems ?? []).map((e: any) => ({
|
||||
id: e.id,
|
||||
date: e.exchangeDate,
|
||||
fromParty: e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer',
|
||||
fromParty: this.exchangeParty(e),
|
||||
panNumber: e.panNumber ?? null,
|
||||
toParty: e.performedByUsername || '—',
|
||||
amount: e.exchangeAmount,
|
||||
note: e.note,
|
||||
@@ -392,39 +390,12 @@ export class CashHistoryComponent implements OnInit {
|
||||
this.detail = null;
|
||||
}
|
||||
|
||||
startReverse(row: TxnRow): void {
|
||||
this.reversingId = row.id;
|
||||
this.reversingType = row.type;
|
||||
this.reverseReason = '';
|
||||
}
|
||||
|
||||
cancelReverse(): void {
|
||||
this.reversingId = null;
|
||||
this.reversingType = null;
|
||||
this.reverseReason = '';
|
||||
}
|
||||
|
||||
confirmReverse(): void {
|
||||
if (!this.reversingId || !this.reversingType) return;
|
||||
const id = this.reversingId;
|
||||
const type = this.reversingType;
|
||||
const reason = this.reverseReason;
|
||||
this.cancelReverse();
|
||||
|
||||
let obs$;
|
||||
if (type === 'transfer') obs$ = this.service.reverseCashTransfer(id, reason);
|
||||
else if (type === 'settlement') obs$ = this.service.reverseCashSettlement(id, reason);
|
||||
else if (type === 'exchange') obs$ = this.service.reverseCashExchange(id, reason);
|
||||
else obs$ = this.service.reverseInterCashierTransfer(id, reason);
|
||||
|
||||
obs$.pipe(catchError(() => of(null))).subscribe((res: any) => {
|
||||
if (res?.reversed) {
|
||||
this.snackBar.open('Transaction reversed successfully', 'Close', { duration: 3000 });
|
||||
this.load();
|
||||
} else {
|
||||
this.snackBar.open('Reversal failed', 'Close', { duration: 3000 });
|
||||
}
|
||||
});
|
||||
/** Who the exchange was with: the customer's name (and account, if one), else the account, else a walk-in. */
|
||||
private exchangeParty(e: any): string {
|
||||
if (e.customerName) {
|
||||
return e.accountNo ? `${e.customerName} (A/C ${e.accountNo})` : e.customerName;
|
||||
}
|
||||
return e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer';
|
||||
}
|
||||
|
||||
typeLabel(type: string): string {
|
||||
|
||||
@@ -0,0 +1,229 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="cv-tab-content cta-tab">
|
||||
<!-- ── TITLE BAR ── -->
|
||||
<div class="cta-action-bar">
|
||||
<div class="cta-action-bar__left">
|
||||
<mat-icon class="cta-action-bar__icon">swap_horiz</mat-icon>
|
||||
<div>
|
||||
<div class="cta-action-bar__title">Cash Transfers</div>
|
||||
<div class="cta-action-bar__sub">
|
||||
Approve or reject an allocation of cash from the vault to a cashier. The cash leaves the vault only when it is
|
||||
approved.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="cta-counts">
|
||||
<span class="cta-count"
|
||||
><strong>{{ all.length }}</strong> waiting</span
|
||||
>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── FILTER BAR ── -->
|
||||
<div class="cta-filter-bar">
|
||||
<div class="cta-search-box">
|
||||
<mat-icon>search</mat-icon>
|
||||
<input type="text" placeholder="Search by cashier, vault, user or note" [(ngModel)]="searchTerm" />
|
||||
@if (searchTerm) {
|
||||
<button type="button" class="cta-search-box__clear" (click)="searchTerm = ''">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
<button type="button" class="cta-btn cta-btn--refresh" (click)="load()" [disabled]="loading">
|
||||
<mat-icon>refresh</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- ── TABLE ── -->
|
||||
@if (loading && !loaded) {
|
||||
<div class="cta-empty"><p class="cta-empty__title">Loading…</p></div>
|
||||
} @else if (rows.length === 0) {
|
||||
<div class="cta-empty">
|
||||
<mat-icon class="cta-empty__icon">inbox</mat-icon>
|
||||
<p class="cta-empty__title">No cash transfer waiting</p>
|
||||
<p class="cta-empty__text">There is no cash allocation waiting for approval.</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="cta-table-wrap">
|
||||
<table class="cta-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
<th>From</th>
|
||||
<th>To (Cashier)</th>
|
||||
<th class="num">Amount</th>
|
||||
<th>Note</th>
|
||||
<th>Raised By</th>
|
||||
<th>Raised At</th>
|
||||
<th class="cta-th-action">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (r of rows; track r.id) {
|
||||
<tr class="cta-row">
|
||||
<td class="cta-dt">{{ r.transfer_date || '—' }}</td>
|
||||
<td>{{ r.from_party || '—' }}</td>
|
||||
<td class="cta-strong">{{ r.to_party || '—' }}</td>
|
||||
<td class="num cta-amount">₹{{ r.total_amount | number: '1.2-2' }}</td>
|
||||
<td class="cta-reason" [title]="r.note || ''">{{ r.note || '—' }}</td>
|
||||
<td>{{ r.maker_name || '—' }}</td>
|
||||
<td class="cta-dt">{{ formatDateTime(r.maker_at) }}</td>
|
||||
<td class="cta-action-cell">
|
||||
<button type="button" class="cta-btn cta-btn--approve" (click)="review(r)">
|
||||
<mat-icon>rate_review</mat-icon> Review
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- ─── Popup: review a request, every note and coin it asks for ───────────── -->
|
||||
<ng-template #reviewDialog>
|
||||
@if (reviewing) {
|
||||
<div class="cta-dlg">
|
||||
<header class="cta-dlg__head">
|
||||
<mat-icon class="cta-dlg__ico cta-dlg__ico--ok">swap_horiz</mat-icon>
|
||||
<div class="cta-dlg__titles">
|
||||
<div class="cta-dlg__title">Review cash transfer</div>
|
||||
<div class="cta-dlg__sub">
|
||||
Raised by {{ reviewing.maker_name || '—' }} · {{ formatDateTime(reviewing.maker_at) }}
|
||||
</div>
|
||||
</div>
|
||||
<button type="button" class="cta-dlg__x" aria-label="Close" (click)="closeReview()">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="cta-dlg__body">
|
||||
<div class="cta-total">
|
||||
<span>Amount to release</span>
|
||||
<strong>₹{{ reviewing.total_amount | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
|
||||
<div class="cta-grid">
|
||||
<div class="cta-cell">
|
||||
<div class="cta-label">Transfer date</div>
|
||||
<div class="cta-value">{{ reviewing.transfer_date || '—' }}</div>
|
||||
</div>
|
||||
<div class="cta-cell">
|
||||
<div class="cta-label">From</div>
|
||||
<div class="cta-value">{{ reviewing.from_party || '—' }}</div>
|
||||
</div>
|
||||
<div class="cta-cell">
|
||||
<div class="cta-label">To (cashier)</div>
|
||||
<div class="cta-value">{{ reviewing.to_party || '—' }}</div>
|
||||
</div>
|
||||
<div class="cta-cell">
|
||||
<div class="cta-label">Notes and coins</div>
|
||||
<div class="cta-value">
|
||||
{{ piecesOf(reviewing) }} pieces · {{ linesOf(reviewing).length }} denominations
|
||||
</div>
|
||||
</div>
|
||||
@if (reviewing.note) {
|
||||
<div class="cta-cell cta-cell--wide">
|
||||
<div class="cta-label">Note</div>
|
||||
<div class="cta-value">{{ reviewing.note }}</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="cta-label">Denomination breakdown</div>
|
||||
<table class="cta-mini">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Denomination</th>
|
||||
<th class="num">Count</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (l of linesOf(reviewing); track l.value) {
|
||||
<tr>
|
||||
<td>₹{{ l.value }}</td>
|
||||
<td class="num">{{ l.count }}</td>
|
||||
<td class="num">₹{{ l.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td>Total</td>
|
||||
<td class="num">{{ piecesOf(reviewing) }}</td>
|
||||
<td class="num">₹{{ reviewing.total_amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<footer class="cta-dlg__foot">
|
||||
<button type="button" class="cta-btn cta-btn--ghost" (click)="closeReview()">Close</button>
|
||||
<button
|
||||
type="button"
|
||||
class="cta-btn cta-btn--reject"
|
||||
[disabled]="busyId === reviewing.id"
|
||||
(click)="rejectFromReview(reviewing)"
|
||||
>
|
||||
<mat-icon>close</mat-icon> Reject
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="cta-btn cta-btn--approve"
|
||||
[disabled]="busyId === reviewing.id"
|
||||
(click)="approve(reviewing)"
|
||||
>
|
||||
<mat-icon>check</mat-icon> Approve
|
||||
</button>
|
||||
</footer>
|
||||
</div>
|
||||
}
|
||||
</ng-template>
|
||||
|
||||
<!-- ─── Popup: reject with a reason ───────────────────────────────────────── -->
|
||||
<ng-template #rejectDialog>
|
||||
@if (rejecting) {
|
||||
<div class="cta-dlg">
|
||||
<header class="cta-dlg__head">
|
||||
<mat-icon class="cta-dlg__ico">block</mat-icon>
|
||||
<div class="cta-dlg__titles">
|
||||
<div class="cta-dlg__title">Reject cash transfer</div>
|
||||
<div class="cta-dlg__sub">₹{{ rejecting.total_amount | number: '1.2-2' }} to {{ rejecting.to_party }}</div>
|
||||
</div>
|
||||
<button type="button" class="cta-dlg__x" aria-label="Close" (click)="cancelReject()">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
<div class="cta-dlg__body">
|
||||
<label class="cta-label" for="cta-reason">Reason (required)</label>
|
||||
<textarea
|
||||
id="cta-reason"
|
||||
rows="3"
|
||||
placeholder="Why is this being rejected?"
|
||||
[(ngModel)]="rejectReason"
|
||||
></textarea>
|
||||
</div>
|
||||
<footer class="cta-dlg__foot">
|
||||
<button type="button" class="cta-btn cta-btn--ghost" (click)="cancelReject()">Cancel</button>
|
||||
<button
|
||||
type="button"
|
||||
class="cta-btn cta-btn--reject-solid"
|
||||
[disabled]="!rejectReason.trim() || busyId === rejecting.id"
|
||||
(click)="confirmReject()"
|
||||
>
|
||||
Confirm reject
|
||||
</button>
|
||||
</footer>
|
||||
</div>
|
||||
}
|
||||
</ng-template>
|
||||
@@ -0,0 +1,573 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
// Laid out like the other approval tabs (Withdrawal Requests): title bar, filter bar, one table.
|
||||
:host {
|
||||
display: block;
|
||||
}
|
||||
|
||||
.cta-tab {
|
||||
padding: 0;
|
||||
}
|
||||
|
||||
.cta-action-bar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
padding: 10px 16px;
|
||||
background: #fff;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
|
||||
&__left {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
&__icon {
|
||||
font-size: 22px;
|
||||
width: 22px;
|
||||
height: 22px;
|
||||
color: #0f4f3c;
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
color: #0d1b2a;
|
||||
}
|
||||
|
||||
&__sub {
|
||||
max-width: 640px;
|
||||
margin-top: 1px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
|
||||
.cta-counts {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.cta-count {
|
||||
padding: 2px 10px;
|
||||
border-radius: 999px;
|
||||
background: #f1f5f9;
|
||||
font-size: 11px;
|
||||
color: #475569;
|
||||
|
||||
strong {
|
||||
color: #0f4f3c;
|
||||
}
|
||||
}
|
||||
|
||||
.cta-filter-bar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
flex-wrap: wrap;
|
||||
padding: 6px 16px;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
}
|
||||
|
||||
.cta-fb-sep {
|
||||
flex-shrink: 0;
|
||||
width: 1px;
|
||||
height: 22px;
|
||||
margin: 0 4px;
|
||||
background: #e2e8f0;
|
||||
}
|
||||
|
||||
.cta-search-box {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
height: 30px;
|
||||
min-width: 240px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 8px;
|
||||
background: #fff;
|
||||
|
||||
mat-icon {
|
||||
flex-shrink: 0;
|
||||
font-size: 17px;
|
||||
width: 17px;
|
||||
height: 17px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
border-color: #cbd5e1;
|
||||
}
|
||||
|
||||
&:focus-within {
|
||||
border-color: #0f4f3c;
|
||||
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
|
||||
}
|
||||
|
||||
input {
|
||||
flex: 1;
|
||||
border: none;
|
||||
outline: none;
|
||||
background: transparent;
|
||||
font-family: inherit;
|
||||
font-size: 12px;
|
||||
color: #0d1b2a;
|
||||
|
||||
&::placeholder {
|
||||
color: #94a3b8;
|
||||
}
|
||||
}
|
||||
|
||||
&__clear {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
flex-shrink: 0;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
padding: 0;
|
||||
border: none;
|
||||
border-radius: 50%;
|
||||
background: none;
|
||||
color: #94a3b8;
|
||||
cursor: pointer;
|
||||
|
||||
mat-icon {
|
||||
font-size: 15px;
|
||||
width: 15px;
|
||||
height: 15px;
|
||||
color: inherit;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
color: #dc2626;
|
||||
background: #fef2f2;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.cta-filter-select {
|
||||
height: 30px;
|
||||
min-width: 140px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 7px;
|
||||
background: #fff;
|
||||
font-family: inherit;
|
||||
font-size: 12px;
|
||||
color: #0d1b2a;
|
||||
cursor: pointer;
|
||||
|
||||
&:focus {
|
||||
outline: none;
|
||||
border-color: #0f4f3c;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Buttons ─────────────────────────────────────────────────────────────────
|
||||
.cta-btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
height: 26px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid transparent;
|
||||
border-radius: 7px;
|
||||
font-family: inherit;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
cursor: pointer;
|
||||
|
||||
mat-icon {
|
||||
font-size: 14px;
|
||||
width: 14px;
|
||||
height: 14px;
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.45;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
|
||||
&--refresh {
|
||||
height: 30px;
|
||||
width: 30px;
|
||||
justify-content: center;
|
||||
padding: 0;
|
||||
margin-left: auto;
|
||||
border-color: #e2e8f0;
|
||||
background: #fff;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
&--approve {
|
||||
background: #0f4f3c;
|
||||
color: #fff;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #0a3d2e;
|
||||
}
|
||||
}
|
||||
|
||||
&--reject {
|
||||
border-color: #fecaca;
|
||||
background: #fff;
|
||||
color: #dc2626;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #fef2f2;
|
||||
}
|
||||
}
|
||||
|
||||
&--reject-solid {
|
||||
background: #dc2626;
|
||||
color: #fff;
|
||||
}
|
||||
|
||||
&--ghost {
|
||||
border-color: #e2e8f0;
|
||||
background: #fff;
|
||||
color: #475569;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Table ───────────────────────────────────────────────────────────────────
|
||||
.cta-table-wrap {
|
||||
overflow-x: auto;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
.cta-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 11px;
|
||||
|
||||
th {
|
||||
padding: 7px 10px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
font-size: 9.5px;
|
||||
font-weight: 800;
|
||||
letter-spacing: 0.06em;
|
||||
text-align: left;
|
||||
text-transform: uppercase;
|
||||
color: #94a3b8;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 5px 10px;
|
||||
border-bottom: 1px solid #eef2f7;
|
||||
vertical-align: middle;
|
||||
color: #0d1b2a;
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.cta-th-action {
|
||||
text-align: right;
|
||||
}
|
||||
}
|
||||
|
||||
.cta-row:hover td {
|
||||
background: #f8fafc;
|
||||
}
|
||||
|
||||
.cta-mono {
|
||||
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
|
||||
letter-spacing: 0.02em;
|
||||
}
|
||||
|
||||
.cta-voucher {
|
||||
font-weight: 700;
|
||||
color: #0f4f3c;
|
||||
}
|
||||
|
||||
.cta-strong {
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.cta-sub {
|
||||
margin-top: 1px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.cta-none {
|
||||
color: #cbd5e1;
|
||||
}
|
||||
|
||||
.cta-amount {
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.cta-reason {
|
||||
max-width: 220px;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.cta-dt {
|
||||
white-space: nowrap;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.cta-kind {
|
||||
display: inline-block;
|
||||
padding: 2px 10px;
|
||||
border-radius: 999px;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
|
||||
&--unpass {
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
}
|
||||
|
||||
&--correction {
|
||||
background: #dbeafe;
|
||||
color: #1e40af;
|
||||
}
|
||||
}
|
||||
|
||||
.cta-action-cell {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 6px;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
// ── Empty ───────────────────────────────────────────────────────────────────
|
||||
.cta-empty {
|
||||
padding: 28px 16px;
|
||||
text-align: center;
|
||||
color: #94a3b8;
|
||||
|
||||
&__icon {
|
||||
display: block;
|
||||
margin: 0 auto 6px;
|
||||
font-size: 30px;
|
||||
width: 30px;
|
||||
height: 30px;
|
||||
opacity: 0.6;
|
||||
}
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__text {
|
||||
margin: 3px 0 0;
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Reject popup ────────────────────────────────────────────────────────────
|
||||
.cta-dlg {
|
||||
font-size: 12px;
|
||||
|
||||
&__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 10px 14px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
}
|
||||
|
||||
&__ico {
|
||||
flex: 0 0 32px;
|
||||
height: 32px;
|
||||
width: 32px;
|
||||
border-radius: 9px;
|
||||
background: #fef2f2;
|
||||
color: #dc2626;
|
||||
font-size: 18px;
|
||||
line-height: 32px;
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
&__titles {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__sub {
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__x {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
height: 28px;
|
||||
width: 28px;
|
||||
border: 0;
|
||||
border-radius: 50%;
|
||||
background: transparent;
|
||||
color: #64748b;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #e2e8f0;
|
||||
}
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
height: 18px;
|
||||
width: 18px;
|
||||
}
|
||||
}
|
||||
|
||||
&__body {
|
||||
padding: 12px 14px;
|
||||
max-height: 64vh;
|
||||
overflow-y: auto;
|
||||
|
||||
textarea {
|
||||
width: 100%;
|
||||
padding: 7px 10px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 8px;
|
||||
font: inherit;
|
||||
font-size: 12px;
|
||||
resize: vertical;
|
||||
|
||||
&:focus {
|
||||
outline: 0;
|
||||
border-color: #0f4f3c;
|
||||
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
&__foot {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 8px;
|
||||
padding: 10px 14px;
|
||||
border-top: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
.cta-label {
|
||||
display: block;
|
||||
margin-bottom: 4px;
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.05em;
|
||||
text-transform: uppercase;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
.cta-dlg__ico--ok {
|
||||
background: #f0fdf4;
|
||||
color: #1f7a4d;
|
||||
}
|
||||
|
||||
.cta-total {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
justify-content: space-between;
|
||||
margin-bottom: 10px;
|
||||
padding: 8px 12px;
|
||||
border-radius: 10px;
|
||||
background: #ecfdf5;
|
||||
border: 1px solid #a7f3d0;
|
||||
color: #065f46;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
|
||||
strong {
|
||||
font-size: 18px;
|
||||
font-weight: 800;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
.cta-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(150px, 1fr));
|
||||
gap: 6px;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
.cta-cell {
|
||||
padding: 6px 10px;
|
||||
border-radius: 8px;
|
||||
background: #f8fafc;
|
||||
border: 1px solid #eef2f7;
|
||||
|
||||
&--wide {
|
||||
grid-column: 1 / -1;
|
||||
}
|
||||
}
|
||||
|
||||
.cta-value {
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #0f172a;
|
||||
word-break: break-word;
|
||||
}
|
||||
|
||||
.cta-mini {
|
||||
width: 100%;
|
||||
margin-top: 4px;
|
||||
border-collapse: collapse;
|
||||
font-size: 12px;
|
||||
|
||||
th {
|
||||
padding: 6px 10px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
font-size: 10px;
|
||||
font-weight: 800;
|
||||
letter-spacing: 0.05em;
|
||||
text-align: left;
|
||||
text-transform: uppercase;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 5px 10px;
|
||||
border-bottom: 1px solid #eef2f7;
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
tfoot td {
|
||||
border-top: 2px solid #e2e8f0;
|
||||
border-bottom: 0;
|
||||
font-weight: 800;
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,190 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { CashierService } from '../cashier.service';
|
||||
|
||||
/** A cash transfer request waiting for a checker, as the server keeps it (snake_case columns). */
|
||||
interface CashTransferRequest {
|
||||
id: number;
|
||||
transfer_date: string | null;
|
||||
from_party: string | null;
|
||||
to_party: string | null;
|
||||
note: string | null;
|
||||
total_amount: number;
|
||||
maker_name: string | null;
|
||||
maker_at: string | null;
|
||||
denominations: { denominationValue: number; count: number }[];
|
||||
}
|
||||
|
||||
/**
|
||||
* Checker side of Cash Transfer: approves or rejects an allocation of cash from the vault to a cashier. The cash
|
||||
* leaves the vault only when it is approved, by someone other than the person who raised it.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-cash-transfer-approvals',
|
||||
templateUrl: './cash-transfer-approvals.component.html',
|
||||
styleUrls: ['./cash-transfer-approvals.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatIconModule,
|
||||
MatSnackBarModule
|
||||
]
|
||||
})
|
||||
export class CashTransferApprovalsComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
@ViewChild('rejectDialog') rejectDialog!: TemplateRef<unknown>;
|
||||
@ViewChild('reviewDialog') reviewDialog!: TemplateRef<unknown>;
|
||||
private dialogRef: MatDialogRef<unknown> | null = null;
|
||||
private reviewRef: MatDialogRef<unknown> | null = null;
|
||||
|
||||
/** The request open in the review popup, with every note and coin it asks for. */
|
||||
reviewing: CashTransferRequest | null = null;
|
||||
|
||||
all: CashTransferRequest[] = [];
|
||||
loading = false;
|
||||
loaded = false;
|
||||
busyId: number | null = null;
|
||||
searchTerm = '';
|
||||
|
||||
rejecting: CashTransferRequest | null = null;
|
||||
rejectReason = '';
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.service
|
||||
.getCashTransferRequests('PENDING')
|
||||
.pipe(catchError(() => of([] as CashTransferRequest[])))
|
||||
.subscribe((rows) => {
|
||||
this.all = rows as CashTransferRequest[];
|
||||
this.loading = false;
|
||||
this.loaded = true;
|
||||
});
|
||||
}
|
||||
|
||||
get rows(): CashTransferRequest[] {
|
||||
const term = this.searchTerm.trim().toLowerCase();
|
||||
if (!term) return this.all;
|
||||
return this.all.filter((r) => [
|
||||
r.from_party,
|
||||
r.to_party,
|
||||
r.maker_name,
|
||||
r.note
|
||||
].some((v) => (v ?? '').toLowerCase().includes(term)));
|
||||
}
|
||||
|
||||
/** One line per denomination asked for, largest first, with what each line adds up to. */
|
||||
linesOf(r: CashTransferRequest): { value: number; count: number; amount: number }[] {
|
||||
return [...(r.denominations ?? [])]
|
||||
.filter((d) => d.count > 0)
|
||||
.sort((a, b) => b.denominationValue - a.denominationValue)
|
||||
.map((d) => ({ value: d.denominationValue, count: d.count, amount: d.denominationValue * d.count }));
|
||||
}
|
||||
|
||||
/** How many notes and coins the request asks for in all. */
|
||||
piecesOf(r: CashTransferRequest): number {
|
||||
return this.linesOf(r).reduce((sum, l) => sum + l.count, 0);
|
||||
}
|
||||
|
||||
review(r: CashTransferRequest): void {
|
||||
this.reviewing = r;
|
||||
this.reviewRef?.close();
|
||||
this.reviewRef = this.dialog.open(this.reviewDialog, { width: '560px', maxWidth: '95vw', autoFocus: false });
|
||||
this.reviewRef.afterClosed().subscribe(() => (this.reviewing = null));
|
||||
}
|
||||
|
||||
closeReview(): void {
|
||||
this.reviewRef?.close();
|
||||
}
|
||||
|
||||
/** Rejecting from the review popup: the review closes, the reason popup opens for the same request. */
|
||||
rejectFromReview(r: CashTransferRequest): void {
|
||||
this.reviewRef?.close();
|
||||
this.startReject(r);
|
||||
}
|
||||
|
||||
formatDateTime(value: string | null): string {
|
||||
if (!value) return '—';
|
||||
const d = new Date(value);
|
||||
return isNaN(d.getTime())
|
||||
? value
|
||||
: d.toLocaleString('en-IN', { day: '2-digit', month: 'short', hour: '2-digit', minute: '2-digit' });
|
||||
}
|
||||
|
||||
approve(r: CashTransferRequest): void {
|
||||
if (this.busyId) return;
|
||||
this.busyId = r.id;
|
||||
this.service.approveCashTransferRequest(r.id).subscribe({
|
||||
next: (res: any) => {
|
||||
this.busyId = null;
|
||||
this.reviewRef?.close();
|
||||
this.snackBar.open(
|
||||
res?.glWarning ? `Approved (GL warning: ${res.glWarning})` : 'Approved — cash allocated to the cashier',
|
||||
'Close',
|
||||
{ duration: 6000 }
|
||||
);
|
||||
this.load();
|
||||
},
|
||||
error: (err) => {
|
||||
this.busyId = null;
|
||||
this.fail(err, 'Could not approve');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
startReject(r: CashTransferRequest): void {
|
||||
this.rejecting = r;
|
||||
this.rejectReason = '';
|
||||
this.dialogRef = this.dialog.open(this.rejectDialog, { width: '440px', maxWidth: '95vw', autoFocus: false });
|
||||
this.dialogRef.afterClosed().subscribe(() => (this.rejecting = null));
|
||||
}
|
||||
|
||||
cancelReject(): void {
|
||||
this.dialogRef?.close();
|
||||
}
|
||||
|
||||
confirmReject(): void {
|
||||
if (!this.rejecting || !this.rejectReason.trim() || this.busyId) return;
|
||||
const id = this.rejecting.id;
|
||||
this.busyId = id;
|
||||
this.service.rejectCashTransferRequest(id, this.rejectReason.trim()).subscribe({
|
||||
next: () => {
|
||||
this.busyId = null;
|
||||
this.dialogRef?.close();
|
||||
this.snackBar.open('Rejected', 'Close', { duration: 4000 });
|
||||
this.load();
|
||||
},
|
||||
error: (err) => {
|
||||
this.busyId = null;
|
||||
this.fail(err, 'Could not reject');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private fail(err: any, fallback: string): void {
|
||||
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
|
||||
this.snackBar.open(msg, 'Close', { duration: 8000 });
|
||||
}
|
||||
}
|
||||
@@ -13,7 +13,15 @@
|
||||
<h1 class="pg-title">Cash Transfer</h1>
|
||||
<p class="pg-sub">Move cash denomination-wise from one party to another (e.g. Vault → Cashier for opening).</p>
|
||||
</div>
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
|
||||
<div class="ct-head-actions">
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="openRequests()">
|
||||
<mat-icon>pending_actions</mat-icon> My Requests
|
||||
@if (pendingCount) {
|
||||
<span class="ct-badge">{{ pendingCount }}</span>
|
||||
}
|
||||
</button>
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<div class="pg-toolbar pg-toolbar--mat">
|
||||
@@ -155,7 +163,56 @@
|
||||
<div class="pg-total-bar">
|
||||
Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong>
|
||||
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()">
|
||||
<mat-icon>swap_horiz</mat-icon> Record Transfer
|
||||
<mat-icon>send</mat-icon> Send for approval
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Popup: this person's own cash transfer requests, and where each stands. The cash moves only once a manager approves. -->
|
||||
<ng-template #requestsDialog>
|
||||
<div class="ct-dlg">
|
||||
<header class="ct-dlg__head">
|
||||
<mat-icon class="ct-dlg__ico">pending_actions</mat-icon>
|
||||
<div class="ct-dlg__titles">
|
||||
<div class="ct-dlg__title">My transfer requests</div>
|
||||
<div class="ct-dlg__sub">Cash leaves the vault only after a manager approves</div>
|
||||
</div>
|
||||
<button type="button" class="ct-dlg__x" aria-label="Close" (click)="closeRequests()">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
<div class="ct-dlg__body">
|
||||
@if (myRequests.length) {
|
||||
<table class="pg-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
<th>To</th>
|
||||
<th class="num">Amount</th>
|
||||
<th>Status</th>
|
||||
<th>Approved by</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (r of myRequests; track r.id) {
|
||||
<tr>
|
||||
<td>{{ r.transfer_date || '—' }}</td>
|
||||
<td>{{ r.to_party || '—' }}</td>
|
||||
<td class="num">₹{{ r.total_amount | number: '1.2-2' }}</td>
|
||||
<td>
|
||||
<span class="ct-status" [class]="'ct-status ct-status--' + r.status">{{ r.status }}</span>
|
||||
@if (r.rejection_reason) {
|
||||
<div class="ct-requests__note">{{ r.rejection_reason }}</div>
|
||||
}
|
||||
</td>
|
||||
<td>{{ r.checker_name || '—' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
} @else {
|
||||
<div class="pg-empty">You have not raised any cash transfer request yet.</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</ng-template>
|
||||
|
||||
@@ -49,3 +49,131 @@
|
||||
font-size: 12px;
|
||||
color: #991b1b;
|
||||
}
|
||||
|
||||
.ct-requests {
|
||||
padding: 0;
|
||||
|
||||
&__title {
|
||||
padding: 10px 14px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
color: #0d1b2a;
|
||||
}
|
||||
|
||||
&__note {
|
||||
margin-top: 2px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
|
||||
.ct-status {
|
||||
display: inline-block;
|
||||
padding: 2px 10px;
|
||||
border-radius: 999px;
|
||||
background: #e2e8f0;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
|
||||
&--PENDING {
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
}
|
||||
|
||||
&--APPROVED {
|
||||
background: #d1fae5;
|
||||
color: #065f46;
|
||||
}
|
||||
|
||||
&--REJECTED {
|
||||
background: #fee2e2;
|
||||
color: #991b1b;
|
||||
}
|
||||
}
|
||||
|
||||
.ct-head-actions {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
.ct-badge {
|
||||
min-width: 18px;
|
||||
padding: 0 6px;
|
||||
border-radius: 999px;
|
||||
background: #f59e0b;
|
||||
color: #fff;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
.ct-dlg {
|
||||
font-size: 12px;
|
||||
|
||||
&__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 10px 14px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
}
|
||||
|
||||
&__ico {
|
||||
flex: 0 0 32px;
|
||||
height: 32px;
|
||||
width: 32px;
|
||||
border-radius: 9px;
|
||||
background: #f0fdf4;
|
||||
color: #1f7a4d;
|
||||
font-size: 18px;
|
||||
line-height: 32px;
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
&__titles {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__sub {
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__x {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
height: 28px;
|
||||
width: 28px;
|
||||
border: 0;
|
||||
border-radius: 50%;
|
||||
background: transparent;
|
||||
color: #64748b;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #e2e8f0;
|
||||
}
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
height: 18px;
|
||||
width: 18px;
|
||||
}
|
||||
}
|
||||
|
||||
&__body {
|
||||
max-height: 60vh;
|
||||
overflow-y: auto;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -6,9 +6,10 @@
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
@@ -39,6 +40,7 @@ interface Denom {
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule,
|
||||
MatDialogModule,
|
||||
MatSnackBarModule,
|
||||
MatFormFieldModule,
|
||||
MatSelectModule,
|
||||
@@ -48,6 +50,10 @@ interface Denom {
|
||||
export class CashTransferComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
@ViewChild('requestsDialog') requestsDialog!: TemplateRef<unknown>;
|
||||
private requestsRef: MatDialogRef<unknown> | null = null;
|
||||
|
||||
notes: Denom[] = [];
|
||||
coins: Denom[] = [];
|
||||
@@ -82,7 +88,34 @@ export class CashTransferComponent implements OnInit {
|
||||
vaultHasBreakdown = true;
|
||||
loadingVault = false;
|
||||
|
||||
/** The caller's own transfer requests, newest first, so a request can be followed to its approval. */
|
||||
myRequests: any[] = [];
|
||||
|
||||
loadMyRequests(): void {
|
||||
this.service
|
||||
.getCashTransferRequests(undefined, true)
|
||||
.pipe(catchError(() => of([] as any[])))
|
||||
.subscribe((rows) => (this.myRequests = rows.slice(0, 20)));
|
||||
}
|
||||
|
||||
/** How many of this person's requests are still waiting for a manager. */
|
||||
get pendingCount(): number {
|
||||
return this.myRequests.filter((r) => r.status === 'PENDING').length;
|
||||
}
|
||||
|
||||
/** Opens the list of this person's requests, freshly read, so a request can be followed to its approval. */
|
||||
openRequests(): void {
|
||||
this.loadMyRequests();
|
||||
this.requestsRef?.close();
|
||||
this.requestsRef = this.dialog.open(this.requestsDialog, { width: '720px', maxWidth: '95vw', autoFocus: false });
|
||||
}
|
||||
|
||||
closeRequests(): void {
|
||||
this.requestsRef?.close();
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
this.loadMyRequests();
|
||||
const d = businessToday();
|
||||
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service.getActiveDenominations().subscribe({
|
||||
@@ -245,16 +278,11 @@ export class CashTransferComponent implements OnInit {
|
||||
.filter((d) => this.countFor(d) > 0)
|
||||
.map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(d) }))
|
||||
};
|
||||
this.service.createCashTransfer(payload).subscribe({
|
||||
next: (res: any) => {
|
||||
if (res?.glWarning) {
|
||||
this.snackBar.open(`Transfer saved (GL warning: ${res.glWarning})`, 'Close', {
|
||||
duration: 8000,
|
||||
panelClass: ['snack-warn']
|
||||
});
|
||||
} else {
|
||||
this.snackBar.open('Cash transfer recorded', 'Close', { duration: 3000 });
|
||||
}
|
||||
this.service.createCashTransferRequest(payload).subscribe({
|
||||
next: () => {
|
||||
// Nothing has moved yet: a manager approves the allocation first, and only then does the cash leave the vault.
|
||||
this.snackBar.open('Cash transfer sent for manager approval', 'Close', { duration: 5000 });
|
||||
this.loadMyRequests();
|
||||
this.clear();
|
||||
this.note = '';
|
||||
this.fromParty = '';
|
||||
|
||||
@@ -23,6 +23,7 @@ import { DayBookComponent } from './day-book/day-book.component';
|
||||
import { VoucherReportComponent } from './voucher-report/voucher-report.component';
|
||||
import { BranchDayComponent } from './branch-day/branch-day.component';
|
||||
import { VaultPositionComponent } from './vault-position/vault-position.component';
|
||||
import { BranchCashPositionComponent } from './branch-cash-position/branch-cash-position.component';
|
||||
import { AccountRegisterComponent } from './account-register/account-register.component';
|
||||
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
||||
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
||||
@@ -82,6 +83,13 @@ const routes: Routes = [
|
||||
),
|
||||
data: { title: 'My Share Requests', breadcrumb: 'My Share Requests' }
|
||||
},
|
||||
{
|
||||
// The same page as the cashier's, reached from the clerk dashboard: a clerk unpasses vouchers here.
|
||||
path: 'voucher-correction',
|
||||
loadComponent: () =>
|
||||
import('./voucher-correction/voucher-correction.component').then((m) => m.VoucherCorrectionComponent),
|
||||
data: { title: 'Voucher Correction', breadcrumb: 'Voucher Correction' }
|
||||
},
|
||||
{
|
||||
path: 'closure-requests',
|
||||
loadComponent: () =>
|
||||
@@ -225,6 +233,13 @@ const routes: Routes = [
|
||||
component: VaultPositionComponent,
|
||||
data: { title: 'Vault Position', breadcrumb: 'Vault Position' }
|
||||
},
|
||||
{
|
||||
// What the whole branch holds per denomination: the vault plus every cashier's drawer, so an
|
||||
// exchange (which leaves the vault alone) is visible in the bank's total.
|
||||
path: 'branch-position',
|
||||
component: BranchCashPositionComponent,
|
||||
data: { title: 'Branch Cash Position', breadcrumb: 'Branch Cash Position' }
|
||||
},
|
||||
{
|
||||
// The same day book the clerk and cashier read, reached from where a principal officer
|
||||
// signing the day off actually looks. It carries the Officer Verification Sheet — each
|
||||
@@ -283,6 +298,12 @@ const routes: Routes = [
|
||||
component: ReconciliationComponent,
|
||||
data: { title: 'Reconciliation', breadcrumb: 'Reconciliation' }
|
||||
},
|
||||
{
|
||||
path: 'voucher-correction',
|
||||
loadComponent: () =>
|
||||
import('./voucher-correction/voucher-correction.component').then((m) => m.VoucherCorrectionComponent),
|
||||
data: { title: 'Voucher Correction', breadcrumb: 'Voucher Correction' }
|
||||
},
|
||||
{
|
||||
path: 'cash-history',
|
||||
component: CashHistoryComponent,
|
||||
|
||||
@@ -32,9 +32,6 @@ export class CashierService {
|
||||
getCashExchange(id: number): Observable<any> {
|
||||
return this.http.get(`/cashexchange/${id}`);
|
||||
}
|
||||
reverseCashExchange(id: number, reason: string): Observable<any> {
|
||||
return this.http.post(`/cashexchange/${id}/reverse`, { reason });
|
||||
}
|
||||
|
||||
// ── Tellers / Cashiers ──
|
||||
getTellers(officeId?: number): Observable<any[]> {
|
||||
@@ -50,8 +47,21 @@ export class CashierService {
|
||||
}
|
||||
|
||||
// ── Cash Transfer ──
|
||||
createCashTransfer(data: any): Observable<any> {
|
||||
return this.http.post('/cashtransfer', data);
|
||||
/** Cash leaves the vault only when a different person approves, so the screen raises a request, not a transfer. */
|
||||
createCashTransferRequest(data: any): Observable<any> {
|
||||
return this.http.post('/cashtransfer/requests', data);
|
||||
}
|
||||
/** Requests by status (comma separated); mine narrows them to the ones the caller raised. */
|
||||
getCashTransferRequests(status?: string, mine = false): Observable<any[]> {
|
||||
let params = new HttpParams().set('mine', String(mine));
|
||||
if (status) params = params.set('status', status);
|
||||
return this.http.get<any[]>('/cashtransfer/requests', { params });
|
||||
}
|
||||
approveCashTransferRequest(id: number): Observable<any> {
|
||||
return this.http.post(`/cashtransfer/requests/${id}/approve`, {});
|
||||
}
|
||||
rejectCashTransferRequest(id: number, reason: string): Observable<any> {
|
||||
return this.http.post(`/cashtransfer/requests/${id}/reject`, { reason });
|
||||
}
|
||||
getCashTransfers(offset = 0, limit = 20): Observable<any> {
|
||||
const params = new HttpParams().set('offset', offset).set('limit', limit);
|
||||
@@ -60,9 +70,6 @@ export class CashierService {
|
||||
getCashTransferById(id: number): Observable<any> {
|
||||
return this.http.get(`/cashtransfer/${id}`);
|
||||
}
|
||||
reverseCashTransfer(id: number, reason: string): Observable<any> {
|
||||
return this.http.post(`/cashtransfer/${id}/reverse`, { reason });
|
||||
}
|
||||
|
||||
// ── Cash Settlement ──
|
||||
createCashSettlement(data: any): Observable<any> {
|
||||
@@ -75,9 +82,6 @@ export class CashierService {
|
||||
getCashSettlementById(id: number): Observable<any> {
|
||||
return this.http.get(`/cashsettlement/${id}`);
|
||||
}
|
||||
reverseCashSettlement(id: number, reason: string): Observable<any> {
|
||||
return this.http.post(`/cashsettlement/${id}/reverse`, { reason });
|
||||
}
|
||||
|
||||
// ── Inter-cashier Transfer ──
|
||||
createInterCashierTransfer(data: any): Observable<any> {
|
||||
@@ -90,8 +94,10 @@ export class CashierService {
|
||||
getInterCashierById(id: number): Observable<any> {
|
||||
return this.http.get(`/cashintercashier/${id}`);
|
||||
}
|
||||
reverseInterCashierTransfer(id: number, reason: string): Observable<any> {
|
||||
return this.http.post(`/cashintercashier/${id}/reverse`, { reason });
|
||||
/** One cashier's details, today's vault allocation and denomination-wise cash, for either side of a transfer. */
|
||||
getInterCashierCashierSummary(cashierId: number, date: string): Observable<any> {
|
||||
const params = new HttpParams().set('cashierId', cashierId).set('date', date);
|
||||
return this.http.get<any>('/cashintercashier/cashier-summary', { params });
|
||||
}
|
||||
|
||||
// ── Reconciliation ──
|
||||
@@ -318,6 +324,16 @@ export class CashierService {
|
||||
if (asOfDate) params = params.set('asOfDate', asOfDate);
|
||||
return this.http.get('/cashreports/vault-position', { params });
|
||||
}
|
||||
/**
|
||||
* Denomination-wise cash the whole branch holds: its vault(s) plus every cashier's drawer, with the day's
|
||||
* exchange movement beside it. Not for a cashier -- the server refuses it.
|
||||
*/
|
||||
branchCashPosition(asOfDate?: string, officeId?: number): Observable<any> {
|
||||
let params = new HttpParams();
|
||||
if (asOfDate) params = params.set('asOfDate', asOfDate);
|
||||
if (officeId) params = params.set('officeId', String(officeId));
|
||||
return this.http.get('/cashreports/branch-position', { params });
|
||||
}
|
||||
excessTransactionReport(threshold: number, fromDate?: string, toDate?: string): Observable<any[]> {
|
||||
let params = new HttpParams().set('threshold', String(threshold));
|
||||
if (fromDate) params = params.set('fromDate', fromDate);
|
||||
|
||||
@@ -202,6 +202,7 @@
|
||||
<th class="num">Amount</th>
|
||||
<th>Payment</th>
|
||||
<th>Status</th>
|
||||
<th>Correction</th>
|
||||
<th>By</th>
|
||||
<th>Approved By</th>
|
||||
<th>Time</th>
|
||||
@@ -231,6 +232,18 @@
|
||||
<td>
|
||||
<span [class]="statusClass(r.status)">{{ r.status }}</span>
|
||||
</td>
|
||||
<td>
|
||||
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
|
||||
<mifosx-voucher-status
|
||||
[status]="r.voucherStatus"
|
||||
[revokedBy]="r.revokedByVoucherNo"
|
||||
[replaces]="r.replacesVoucherNo"
|
||||
[note]="r.correctionNote"
|
||||
></mifosx-voucher-status>
|
||||
@if (!r.voucherStatus || r.voucherStatus === 'ACTIVE') {
|
||||
<span class="db-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ r.handledBy ?? '—' }}</td>
|
||||
<td>
|
||||
{{ r.approvedBy ?? '—' }}
|
||||
@@ -256,7 +269,7 @@
|
||||
—
|
||||
}
|
||||
</td>
|
||||
<td colspan="5"></td>
|
||||
<td colspan="6"></td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
|
||||
@@ -14,6 +14,7 @@ import { Router } from '@angular/router';
|
||||
import { catchError, of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
|
||||
|
||||
/**
|
||||
* Which part of the day's work a row came from. Set by the server, one per source register.
|
||||
@@ -26,6 +27,11 @@ type DayBookSection = 'CASHIER' | 'CLERK' | 'SYSTEM';
|
||||
|
||||
interface DayBookRow {
|
||||
voucherNo: string | null;
|
||||
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
|
||||
voucherStatus?: VoucherStatus;
|
||||
revokedByVoucherNo?: string | null;
|
||||
replacesVoucherNo?: string | null;
|
||||
correctionNote?: string | null;
|
||||
section: DayBookSection;
|
||||
side: 'CR' | 'DR';
|
||||
kind: string;
|
||||
@@ -58,7 +64,8 @@ interface DayBookRow {
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule
|
||||
MatIconModule,
|
||||
VoucherStatusComponent
|
||||
]
|
||||
})
|
||||
export class DayBookComponent implements OnInit {
|
||||
|
||||
@@ -11,41 +11,29 @@
|
||||
<div>
|
||||
<div class="pg-eyebrow">CASHIER · INTER-CASHIER TRANSFER</div>
|
||||
<h1 class="pg-title">Inter-Cashier Transfer</h1>
|
||||
<p class="pg-sub">Move denomination-wise cash between two cashiers within the same teller.</p>
|
||||
<p class="pg-sub">Hand over denomination-wise cash from your drawer to another cashier at your counter.</p>
|
||||
</div>
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
|
||||
</header>
|
||||
|
||||
<div class="pg-toolbar pg-toolbar--mat">
|
||||
@if (tellers.length === 1) {
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Teller</mat-label>
|
||||
<input matInput type="text" [value]="tellers[0].name" readonly />
|
||||
</mat-form-field>
|
||||
} @else {
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Teller</mat-label>
|
||||
<mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
|
||||
@for (t of tellers; track t.id) {
|
||||
<mat-option [value]="t.id">{{ t.name }}</mat-option>
|
||||
}
|
||||
@if (tellers.length === 0) {
|
||||
<mat-option [value]="null" disabled>No tellers configured</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
}
|
||||
@if (ownCashierMissing) {
|
||||
<div class="ict-alert">
|
||||
<mat-icon>person_off</mat-icon>
|
||||
Your login is not linked to a cashier. An inter-cashier transfer is made by the cashier handing the cash over, so
|
||||
log in as that cashier.
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="pg-toolbar pg-toolbar--mat">
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>From (Cashier)</mat-label>
|
||||
<mat-select [value]="fromCashierId" (selectionChange)="onFromSelect($event.value)" [disabled]="!selectedTellerId">
|
||||
@for (c of availableFrom; track c.id) {
|
||||
<mat-option [value]="c.id">{{ c.label }}</mat-option>
|
||||
}
|
||||
@if (selectedTellerId && allCashiers.length === 0 && !loadingCashiers) {
|
||||
<mat-option [value]="null" disabled>No cashiers</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
<mat-label>Teller</mat-label>
|
||||
<input matInput type="text" [value]="tellerName || '—'" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<!-- The sender is always the cashier who is logged in; nothing to pick. -->
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>From (You)</mat-label>
|
||||
<input matInput type="text" [value]="fromParty || '—'" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
@@ -54,7 +42,7 @@
|
||||
@for (c of availableTo; track c.id) {
|
||||
<mat-option [value]="c.id">{{ c.label }}</mat-option>
|
||||
}
|
||||
@if (fromCashierId && availableTo.length === 0) {
|
||||
@if (fromCashierId && !loadingCashiers && availableTo.length === 0) {
|
||||
<mat-option [value]="null" disabled>No other cashiers</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@@ -62,7 +50,7 @@
|
||||
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Date</mat-label>
|
||||
<input matInput type="date" [value]="transferDate" (change)="transferDate = $any($event.target).value" />
|
||||
<input matInput type="date" [value]="transferDate" (change)="onDateChange($any($event.target).value)" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
|
||||
@@ -71,26 +59,102 @@
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<!-- Both sides of the transfer: who they are, whether the vault has allocated them cash today,
|
||||
and what they hold now. -->
|
||||
@if (fromCashierId || toCashierId) {
|
||||
<div class="ict-parties">
|
||||
<ng-container
|
||||
*ngTemplateOutlet="
|
||||
partyCard;
|
||||
context: { title: 'From (Sending Cashier)', s: fromSummary, loading: loadingFrom, picked: !!fromCashierId }
|
||||
"
|
||||
></ng-container>
|
||||
<mat-icon class="ict-parties__arrow">arrow_forward</mat-icon>
|
||||
<ng-container
|
||||
*ngTemplateOutlet="
|
||||
partyCard;
|
||||
context: { title: 'To (Receiving Cashier)', s: toSummary, loading: loadingTo, picked: !!toCashierId }
|
||||
"
|
||||
></ng-container>
|
||||
</div>
|
||||
}
|
||||
|
||||
<ng-template #partyCard let-title="title" let-s="s" let-loading="loading" let-picked="picked">
|
||||
<div class="ict-party" [class.ict-party--blocked]="s && !s.cashAllocated">
|
||||
<div class="ict-party__title">{{ title }}</div>
|
||||
@if (!picked) {
|
||||
<div class="ict-party__empty">Select a cashier</div>
|
||||
} @else if (loading) {
|
||||
<div class="ict-party__empty">Loading…</div>
|
||||
} @else if (!s) {
|
||||
<div class="ict-party__empty">Could not load this cashier's details.</div>
|
||||
} @else {
|
||||
<div class="ict-party__name">{{ s.cashierName || '—' }}</div>
|
||||
<div class="ict-party__meta">
|
||||
<span><mat-icon>point_of_sale</mat-icon> {{ s.tellerName || '—' }}</span>
|
||||
<span><mat-icon>account_balance</mat-icon> {{ s.officeName || '—' }}</span>
|
||||
</div>
|
||||
<div class="ict-party__figures">
|
||||
<div>
|
||||
<div class="ict-party__label">Allocated today</div>
|
||||
<div class="ict-party__value">₹{{ s.allocatedAmount | number: '1.2-2' }}</div>
|
||||
</div>
|
||||
<div>
|
||||
<div class="ict-party__label">Cash in hand</div>
|
||||
<div class="ict-party__value">₹{{ s.totalAmount | number: '1.2-2' }}</div>
|
||||
</div>
|
||||
</div>
|
||||
@if (!s.cashAllocated) {
|
||||
<div class="ict-party__warn">
|
||||
<mat-icon>block</mat-icon> No cash allocated from the vault for this date — inter-cashier transfer is not
|
||||
allowed.
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
</ng-template>
|
||||
|
||||
@if (fromSummary && toSummary && !bothAllocated) {
|
||||
<div class="ict-alert">
|
||||
<mat-icon>block</mat-icon>
|
||||
Both cashiers must first be allocated cash from the vault (Cash Transfer) for {{ transferDate }} before an
|
||||
inter-cashier transfer.
|
||||
</div>
|
||||
}
|
||||
@if (anyExceedsHeld) {
|
||||
<div class="ict-alert">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
The sending cashier does not hold enough of the highlighted denominations.
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="pg-card">
|
||||
<table class="pg-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Denomination</th>
|
||||
<th class="num">From holds</th>
|
||||
<th style="text-align: center">Count</th>
|
||||
<th class="num">Amount</th>
|
||||
<th class="num">To holds</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@if (notes.length) {
|
||||
<tr class="pg-section">
|
||||
<td colspan="3">Bank Notes</td>
|
||||
<td colspan="5">Bank Notes</td>
|
||||
</tr>
|
||||
}
|
||||
@for (d of notes; track d.id) {
|
||||
<tr>
|
||||
<tr [class.ict-row--over]="exceedsHeld(d)">
|
||||
<td>
|
||||
<span class="pg-chip">{{ d.label }}</span>
|
||||
</td>
|
||||
<td class="num" [class.ict-held--over]="exceedsHeld(d)">
|
||||
<ng-container
|
||||
*ngTemplateOutlet="heldCell; context: { n: heldBy(fromSummary, d), delta: -countFor(d) }"
|
||||
></ng-container>
|
||||
</td>
|
||||
<td style="display: flex; justify-content: center">
|
||||
<div class="pg-step">
|
||||
<button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
|
||||
@@ -99,18 +163,28 @@
|
||||
</div>
|
||||
</td>
|
||||
<td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
|
||||
<td class="num">
|
||||
<ng-container
|
||||
*ngTemplateOutlet="heldCell; context: { n: heldBy(toSummary, d), delta: countFor(d) }"
|
||||
></ng-container>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
@if (coins.length) {
|
||||
<tr class="pg-section">
|
||||
<td colspan="3">Coins</td>
|
||||
<td colspan="5">Coins</td>
|
||||
</tr>
|
||||
}
|
||||
@for (d of coins; track d.id) {
|
||||
<tr>
|
||||
<tr [class.ict-row--over]="exceedsHeld(d)">
|
||||
<td>
|
||||
<span class="pg-chip pg-chip--coin">{{ d.label }}</span>
|
||||
</td>
|
||||
<td class="num" [class.ict-held--over]="exceedsHeld(d)">
|
||||
<ng-container
|
||||
*ngTemplateOutlet="heldCell; context: { n: heldBy(fromSummary, d), delta: -countFor(d) }"
|
||||
></ng-container>
|
||||
</td>
|
||||
<td style="display: flex; justify-content: center">
|
||||
<div class="pg-step">
|
||||
<button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
|
||||
@@ -119,17 +193,34 @@
|
||||
</div>
|
||||
</td>
|
||||
<td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
|
||||
<td class="num">
|
||||
<ng-container
|
||||
*ngTemplateOutlet="heldCell; context: { n: heldBy(toSummary, d), delta: countFor(d) }"
|
||||
></ng-container>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
@if (denoms.length === 0) {
|
||||
<tr>
|
||||
<td colspan="3" class="pg-empty">No active denominations. Add some in Cash Denomination.</td>
|
||||
<td colspan="5" class="pg-empty">No active denominations. Add some in Cash Denomination.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- A held count, with what it becomes once this transfer is recorded. -->
|
||||
<ng-template #heldCell let-n="n" let-delta="delta">
|
||||
@if (n === null) {
|
||||
—
|
||||
} @else {
|
||||
{{ n }}
|
||||
@if (delta !== 0) {
|
||||
<span class="ict-after">→ {{ n + delta }}</span>
|
||||
}
|
||||
}
|
||||
</ng-template>
|
||||
|
||||
<div class="pg-total-bar">
|
||||
Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong>
|
||||
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()">
|
||||
|
||||
@@ -0,0 +1,150 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
.ict-parties {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr auto 1fr;
|
||||
align-items: stretch;
|
||||
gap: 12px;
|
||||
margin-bottom: 12px;
|
||||
|
||||
&__arrow {
|
||||
align-self: center;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
@media (width <= 760px) {
|
||||
grid-template-columns: 1fr;
|
||||
|
||||
&__arrow {
|
||||
justify-self: center;
|
||||
transform: rotate(90deg);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.ict-party {
|
||||
padding: 12px 14px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 10px;
|
||||
|
||||
&--blocked {
|
||||
background: #fef2f2;
|
||||
border-color: #fecaca;
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__empty {
|
||||
margin-top: 8px;
|
||||
font-size: 13px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
&__name {
|
||||
margin-top: 4px;
|
||||
font-size: 16px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 14px;
|
||||
margin-top: 4px;
|
||||
font-size: 12px;
|
||||
color: #475569;
|
||||
|
||||
span {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
}
|
||||
|
||||
mat-icon {
|
||||
font-size: 14px;
|
||||
width: 14px;
|
||||
height: 14px;
|
||||
}
|
||||
}
|
||||
|
||||
&__figures {
|
||||
display: flex;
|
||||
gap: 24px;
|
||||
margin-top: 10px;
|
||||
}
|
||||
|
||||
&__label {
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__value {
|
||||
font-size: 15px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__warn {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
margin-top: 10px;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #991b1b;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.ict-alert {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
margin-bottom: 10px;
|
||||
padding: 8px 14px;
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
border-radius: 8px;
|
||||
font-size: 12px;
|
||||
color: #991b1b;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
}
|
||||
}
|
||||
|
||||
.ict-row--over {
|
||||
background: #fef2f2;
|
||||
}
|
||||
|
||||
.ict-held--over {
|
||||
color: #b91c1c;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.ict-after {
|
||||
margin-left: 4px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
@@ -29,12 +29,27 @@ interface Cashier {
|
||||
id: number;
|
||||
label: string;
|
||||
}
|
||||
/** One side of the transfer, from GET /cashintercashier/cashier-summary. */
|
||||
interface CashierSummary {
|
||||
cashierId: number;
|
||||
cashierName: string;
|
||||
tellerName: string;
|
||||
officeName: string;
|
||||
cashAllocated: boolean;
|
||||
allocatedAmount: number;
|
||||
totalAmount: number;
|
||||
/** Count held per denomination id. */
|
||||
held: Record<number, number>;
|
||||
}
|
||||
|
||||
/** Move cash denomination-wise between two cashiers under the same teller. */
|
||||
@Component({
|
||||
selector: 'mifosx-inter-cashier-transfer',
|
||||
templateUrl: './inter-cashier-transfer.component.html',
|
||||
styleUrls: ['../cashier-shared.scss'],
|
||||
styleUrls: [
|
||||
'../cashier-shared.scss',
|
||||
'./inter-cashier-transfer.component.scss'
|
||||
],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
@@ -57,7 +72,12 @@ export class InterCashierTransferComponent implements OnInit {
|
||||
note = '';
|
||||
saving = false;
|
||||
|
||||
tellers: { id: number; name: string }[] = [];
|
||||
/**
|
||||
* The sending cashier is always the one logged in: cash is handed over from their own drawer, so there is
|
||||
* no one else to pick on that side. Only the receiving cashier is chosen.
|
||||
*/
|
||||
ownCashierMissing = false;
|
||||
tellerName = '';
|
||||
allCashiers: Cashier[] = [];
|
||||
selectedTellerId: number | null = null;
|
||||
fromCashierId: number | null = null;
|
||||
@@ -66,15 +86,19 @@ export class InterCashierTransferComponent implements OnInit {
|
||||
toParty = '';
|
||||
loadingCashiers = false;
|
||||
|
||||
/** Details and denomination-wise cash of each side, so both are seen before the transfer is recorded. */
|
||||
fromSummary: CashierSummary | null = null;
|
||||
toSummary: CashierSummary | null = null;
|
||||
loadingFrom = false;
|
||||
loadingTo = false;
|
||||
|
||||
get denoms(): Denom[] {
|
||||
return [
|
||||
...this.notes,
|
||||
...this.coins
|
||||
];
|
||||
}
|
||||
get availableFrom(): Cashier[] {
|
||||
return this.allCashiers;
|
||||
}
|
||||
/** Everyone under the same teller except the sender. */
|
||||
get availableTo(): Cashier[] {
|
||||
return this.allCashiers.filter((c) => c.id !== this.fromCashierId);
|
||||
}
|
||||
@@ -98,25 +122,20 @@ export class InterCashierTransferComponent implements OnInit {
|
||||
this.coins = [];
|
||||
}
|
||||
});
|
||||
this.service
|
||||
.getTellers()
|
||||
.pipe(catchError(() => of([] as any[])))
|
||||
.subscribe((list) => {
|
||||
this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
|
||||
if (this.tellers.length === 1) {
|
||||
this.onTellerSelect(this.tellers[0].id);
|
||||
}
|
||||
});
|
||||
// The sender is the cashier behind this login; their counter then gives the receivers to pick from.
|
||||
this.service.getCurrentCashierInfo().subscribe((info) => {
|
||||
if (!info) {
|
||||
this.ownCashierMissing = true;
|
||||
return;
|
||||
}
|
||||
this.fromCashierId = info.cashierId;
|
||||
this.fromParty = info.cashierName;
|
||||
this.loadSummary('from');
|
||||
});
|
||||
}
|
||||
|
||||
onTellerSelect(tellerId: number): void {
|
||||
this.selectedTellerId = tellerId;
|
||||
this.fromCashierId = null;
|
||||
this.toCashierId = null;
|
||||
this.fromParty = '';
|
||||
this.toParty = '';
|
||||
this.allCashiers = [];
|
||||
if (!tellerId) return;
|
||||
/** The other cashiers at this counter, one of whom receives the cash. */
|
||||
private loadReceivers(tellerId: number): void {
|
||||
this.loadingCashiers = true;
|
||||
this.service
|
||||
.getCashiersForTeller(tellerId)
|
||||
@@ -127,20 +146,90 @@ export class InterCashierTransferComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
onFromSelect(cashierId: number): void {
|
||||
this.fromCashierId = cashierId;
|
||||
const c = this.allCashiers.find((x) => x.id === cashierId);
|
||||
this.fromParty = c ? c.label : '';
|
||||
if (this.toCashierId === cashierId) {
|
||||
this.toCashierId = null;
|
||||
this.toParty = '';
|
||||
}
|
||||
}
|
||||
|
||||
onToSelect(cashierId: number): void {
|
||||
this.toCashierId = cashierId;
|
||||
const c = this.allCashiers.find((x) => x.id === cashierId);
|
||||
this.toParty = c ? c.label : '';
|
||||
this.loadSummary('to');
|
||||
}
|
||||
|
||||
onDateChange(value: string): void {
|
||||
this.transferDate = value;
|
||||
this.loadSummary('from');
|
||||
this.loadSummary('to');
|
||||
}
|
||||
|
||||
/** Fetch one side's details, vault allocation and denomination-wise cash for the transfer date. */
|
||||
private loadSummary(side: 'from' | 'to'): void {
|
||||
const cashierId = side === 'from' ? this.fromCashierId : this.toCashierId;
|
||||
if (side === 'from') {
|
||||
this.fromSummary = null;
|
||||
} else {
|
||||
this.toSummary = null;
|
||||
}
|
||||
if (!cashierId || !this.transferDate) return;
|
||||
this.setLoading(side, true);
|
||||
this.service
|
||||
.getInterCashierCashierSummary(cashierId, this.transferDate)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((r: any) => {
|
||||
this.setLoading(side, false);
|
||||
// A late answer for a cashier no longer selected on that side is dropped.
|
||||
const current = side === 'from' ? this.fromCashierId : this.toCashierId;
|
||||
if (!r || current !== cashierId) return;
|
||||
// The sender's summary also tells which counter they are at, hence who they can hand cash to.
|
||||
if (side === 'from' && r.tellerId && this.selectedTellerId !== Number(r.tellerId)) {
|
||||
this.selectedTellerId = Number(r.tellerId);
|
||||
this.tellerName = r.tellerName || '';
|
||||
this.loadReceivers(this.selectedTellerId);
|
||||
}
|
||||
const held: Record<number, number> = {};
|
||||
for (const d of r.denominations || []) {
|
||||
held[d.denominationId] = (held[d.denominationId] || 0) + Number(d.count || 0);
|
||||
}
|
||||
const summary: CashierSummary = {
|
||||
cashierId: r.cashierId,
|
||||
cashierName: r.cashierName,
|
||||
tellerName: r.tellerName,
|
||||
officeName: r.officeName,
|
||||
cashAllocated: !!r.cashAllocated,
|
||||
allocatedAmount: Number(r.allocatedAmount || 0),
|
||||
totalAmount: Number(r.totalAmount || 0),
|
||||
held
|
||||
};
|
||||
if (side === 'from') {
|
||||
this.fromSummary = summary;
|
||||
} else {
|
||||
this.toSummary = summary;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private setLoading(side: 'from' | 'to', loading: boolean): void {
|
||||
if (side === 'from') {
|
||||
this.loadingFrom = loading;
|
||||
} else {
|
||||
this.loadingTo = loading;
|
||||
}
|
||||
}
|
||||
|
||||
/** Count of the denomination the cashier holds, or null while their figures are not loaded. */
|
||||
heldBy(summary: CashierSummary | null, d: Denom): number | null {
|
||||
return summary ? summary.held[d.id] || 0 : null;
|
||||
}
|
||||
|
||||
/** The sending cashier is asked to hand on more of this denomination than they hold. */
|
||||
exceedsHeld(d: Denom): boolean {
|
||||
return !!this.fromSummary && this.countFor(d) > (this.fromSummary.held[d.id] || 0);
|
||||
}
|
||||
|
||||
get anyExceedsHeld(): boolean {
|
||||
return this.denoms.some((d) => this.exceedsHeld(d));
|
||||
}
|
||||
|
||||
/** Both sides must have been allocated cash from the vault for the day before they can transfer. */
|
||||
get bothAllocated(): boolean {
|
||||
return !!this.fromSummary?.cashAllocated && !!this.toSummary?.cashAllocated;
|
||||
}
|
||||
|
||||
countFor(d: Denom): number {
|
||||
@@ -160,7 +249,14 @@ export class InterCashierTransferComponent implements OnInit {
|
||||
return this.denoms.reduce((s, d) => s + this.subtotal(d), 0);
|
||||
}
|
||||
get valid(): boolean {
|
||||
return this.total > 0 && !!this.selectedTellerId && !!this.fromCashierId && !!this.toCashierId;
|
||||
return (
|
||||
this.total > 0 &&
|
||||
!!this.selectedTellerId &&
|
||||
!!this.fromCashierId &&
|
||||
!!this.toCashierId &&
|
||||
this.bothAllocated &&
|
||||
!this.anyExceedsHeld
|
||||
);
|
||||
}
|
||||
|
||||
clear(): void {
|
||||
@@ -187,10 +283,12 @@ export class InterCashierTransferComponent implements OnInit {
|
||||
this.snackBar.open('Inter-cashier transfer recorded', 'Close', { duration: 3000 });
|
||||
this.clear();
|
||||
this.note = '';
|
||||
this.fromCashierId = null;
|
||||
// The sender stays the logged-in cashier; the receiver is picked afresh, and the sender's holdings
|
||||
// are read again now that part of them has gone.
|
||||
this.toCashierId = null;
|
||||
this.fromParty = '';
|
||||
this.toParty = '';
|
||||
this.toSummary = null;
|
||||
this.loadSummary('from');
|
||||
this.saving = false;
|
||||
},
|
||||
error: () => {
|
||||
|
||||
@@ -146,6 +146,7 @@
|
||||
<th class="num">Amount</th>
|
||||
<th>My part</th>
|
||||
<th>Status</th>
|
||||
<th>Correction</th>
|
||||
<th>Time</th>
|
||||
</tr>
|
||||
</thead>
|
||||
@@ -203,6 +204,18 @@
|
||||
{{ statusLabel(r.verificationStatus) }}
|
||||
</span>
|
||||
</td>
|
||||
<td>
|
||||
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
|
||||
<mifosx-voucher-status
|
||||
[status]="r.voucherStatus"
|
||||
[revokedBy]="r.revokedByVoucherNo"
|
||||
[replaces]="r.replacesVoucherNo"
|
||||
[note]="r.correctionNote"
|
||||
></mifosx-voucher-status>
|
||||
@if (!r.voucherStatus || r.voucherStatus === 'ACTIVE') {
|
||||
<span class="mw-acct">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="mw-time">{{ r.createdAt | date: 'HH:mm' }}</td>
|
||||
</tr>
|
||||
}
|
||||
|
||||
@@ -15,6 +15,7 @@ import { catchError, finalize, of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
|
||||
|
||||
/** What the signed-in user's part in a voucher was. */
|
||||
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
|
||||
@@ -24,6 +25,11 @@ export type VoucherSide = 'CR' | 'DR' | 'JV';
|
||||
|
||||
interface MyWorkRow {
|
||||
voucherNo: string;
|
||||
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
|
||||
voucherStatus?: VoucherStatus;
|
||||
revokedByVoucherNo?: string | null;
|
||||
replacesVoucherNo?: string | null;
|
||||
correctionNote?: string | null;
|
||||
side: VoucherSide | null;
|
||||
voucherType: string | null;
|
||||
amount: number | null;
|
||||
@@ -76,7 +82,8 @@ interface MyWorkReport {
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule,
|
||||
MatDialogModule
|
||||
MatDialogModule,
|
||||
VoucherStatusComponent
|
||||
]
|
||||
})
|
||||
export class MyWorkComponent implements OnInit {
|
||||
|
||||
@@ -11,6 +11,7 @@ import { CommonModule } from '@angular/common';
|
||||
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
|
||||
|
||||
export interface VoucherDetailDialogData {
|
||||
/** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
|
||||
@@ -18,6 +19,10 @@ export interface VoucherDetailDialogData {
|
||||
* duplicated inside every dialog that could ever show a voucher. */
|
||||
detail: {
|
||||
voucherNo: string;
|
||||
voucherStatus?: VoucherStatus;
|
||||
revokedByVoucherNo?: string | null;
|
||||
replacesVoucherNo?: string | null;
|
||||
correctionNote?: string | null;
|
||||
voucherType: string | null;
|
||||
amount: number | null;
|
||||
branchName: string | null;
|
||||
@@ -58,7 +63,8 @@ export interface VoucherDetailDialogData {
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatIconModule
|
||||
MatIconModule,
|
||||
VoucherStatusComponent
|
||||
],
|
||||
template: `
|
||||
<div class="vd-shell">
|
||||
@@ -66,7 +72,15 @@ export interface VoucherDetailDialogData {
|
||||
<div class="vd-header__title">
|
||||
<mat-icon class="vd-icon">receipt_long</mat-icon>
|
||||
<div>
|
||||
<h2>{{ detail.voucherNo }}</h2>
|
||||
<h2>
|
||||
{{ detail.voucherNo }}
|
||||
<mifosx-voucher-status
|
||||
[status]="detail.voucherStatus"
|
||||
[revokedBy]="detail.revokedByVoucherNo"
|
||||
[replaces]="detail.replacesVoucherNo"
|
||||
[note]="detail.correctionNote"
|
||||
></mifosx-voucher-status>
|
||||
</h2>
|
||||
<p>{{ detail.voucherType || 'Voucher' }} · {{ detail.branchName || 'Head Office' }}</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -19,34 +19,21 @@
|
||||
<!-- ── Entry Tab ── -->
|
||||
<mat-tab label="New Reconciliation">
|
||||
<div class="pg-tab-body">
|
||||
@if (ownCashierMissing) {
|
||||
<div class="pg-empty">
|
||||
Your login is not linked to a cashier, so there is no cash drawer to reconcile. Ask an administrator to link
|
||||
your user to a cashier.
|
||||
</div>
|
||||
}
|
||||
<div class="pg-toolbar pg-toolbar--mat">
|
||||
@if (tellers.length === 1) {
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Teller</mat-label>
|
||||
<input matInput type="text" [value]="tellers[0].name" readonly />
|
||||
</mat-form-field>
|
||||
} @else {
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Teller</mat-label>
|
||||
<mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
|
||||
@for (t of tellers; track t.id) {
|
||||
<mat-option [value]="t.id">{{ t.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<!-- A reconciliation is the cashier's own count of their own drawer: nothing to pick. -->
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Cashier</mat-label>
|
||||
<mat-select
|
||||
[value]="selectedCashierId"
|
||||
(selectionChange)="onCashierSelect($event.value)"
|
||||
[disabled]="!selectedTellerId"
|
||||
>
|
||||
@for (c of cashiers; track c.id) {
|
||||
<mat-option [value]="c.id">{{ c.label }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
<mat-label>Teller</mat-label>
|
||||
<input matInput type="text" [value]="ownTellerName || '—'" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Cashier (You)</mat-label>
|
||||
<input matInput type="text" [value]="cashierName || '—'" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
|
||||
@@ -12,7 +12,6 @@ import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatSelectModule } from '@angular/material/select';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
import { MatTabsModule } from '@angular/material/tabs';
|
||||
import { forkJoin, of } from 'rxjs';
|
||||
@@ -58,7 +57,6 @@ interface ReconRecord {
|
||||
MatIconModule,
|
||||
MatSnackBarModule,
|
||||
MatFormFieldModule,
|
||||
MatSelectModule,
|
||||
MatInputModule,
|
||||
MatTabsModule
|
||||
]
|
||||
@@ -67,9 +65,14 @@ export class ReconciliationComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
|
||||
/**
|
||||
* A reconciliation is the cashier's own count of their own drawer, so nobody else makes one and there is
|
||||
* no cashier to pick: the screen is fixed to the logged-in cashier. The server refuses anything else.
|
||||
*/
|
||||
ownCashierMissing = false;
|
||||
ownTellerName = '';
|
||||
|
||||
// ── Entry form ──
|
||||
tellers: { id: number; name: string }[] = [];
|
||||
cashiers: { id: number; label: string }[] = [];
|
||||
selectedTellerId: number | null = null;
|
||||
selectedCashierId: number | null = null;
|
||||
cashierName = '';
|
||||
@@ -88,42 +91,28 @@ export class ReconciliationComponent implements OnInit {
|
||||
ngOnInit(): void {
|
||||
const d = businessToday();
|
||||
this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service
|
||||
.getTellers()
|
||||
.pipe(catchError(() => of([] as any[])))
|
||||
.subscribe((list) => {
|
||||
this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
|
||||
if (this.tellers.length === 1) {
|
||||
this.onTellerSelect(this.tellers[0].id);
|
||||
}
|
||||
});
|
||||
this.lockToOwnCashier();
|
||||
this.loadHistory();
|
||||
}
|
||||
|
||||
onTellerSelect(tellerId: number): void {
|
||||
this.selectedTellerId = tellerId;
|
||||
this.selectedCashierId = null;
|
||||
this.cashierName = '';
|
||||
this.cashiers = [];
|
||||
this.rows = [];
|
||||
if (!tellerId) return;
|
||||
this.service
|
||||
.getCashiersForTeller(tellerId)
|
||||
.pipe(catchError(() => of({ cashiers: [] })))
|
||||
.subscribe((r: any) => {
|
||||
this.cashiers = (r?.cashiers || []).map((c: any) => ({ id: c.id, label: c.staffName }));
|
||||
if (this.cashiers.length === 1) {
|
||||
this.onCashierSelect(this.cashiers[0].id);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
onCashierSelect(cashierId: number): void {
|
||||
this.selectedCashierId = cashierId;
|
||||
const c = this.cashiers.find((x) => x.id === cashierId);
|
||||
this.cashierName = c ? c.label : '';
|
||||
this.rows = [];
|
||||
this.fetchExpected();
|
||||
/** Take the logged-in cashier as the one being reconciled, with their counter for the record. */
|
||||
private lockToOwnCashier(): void {
|
||||
this.service.getCurrentCashierInfo().subscribe((info) => {
|
||||
if (!info) {
|
||||
this.ownCashierMissing = true;
|
||||
return;
|
||||
}
|
||||
this.selectedCashierId = info.cashierId;
|
||||
this.cashierName = info.cashierName;
|
||||
this.service
|
||||
.getInterCashierCashierSummary(info.cashierId, this.reconDate)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((r: any) => {
|
||||
this.selectedTellerId = r?.tellerId ?? null;
|
||||
this.ownTellerName = r?.tellerName || '';
|
||||
});
|
||||
this.fetchExpected();
|
||||
});
|
||||
}
|
||||
|
||||
fetchExpected(): void {
|
||||
|
||||
@@ -117,6 +117,8 @@
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.typ"
|
||||
[disabled]="isTypLocked(row)"
|
||||
[title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="onTypChange(row)"
|
||||
>
|
||||
@@ -127,11 +129,16 @@
|
||||
</div>
|
||||
<div class="ws-f ws-f--branch">
|
||||
<label class="ws-f__lbl" title="Branch">BRANCH</label>
|
||||
<select class="ws-f__ctl" [(ngModel)]="row.br" (click)="$event.stopPropagation()">
|
||||
<option [ngValue]="1">001 · Main</option>
|
||||
<option [ngValue]="2">002 · M.G. Road</option>
|
||||
<option [ngValue]="14">014 · Station Rd</option>
|
||||
<option [ngValue]="27">027 · Industrial</option>
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.br"
|
||||
[disabled]="branches.length <= 1"
|
||||
[title]="branches.length <= 1 ? 'Your branch' : 'Branch'"
|
||||
(click)="$event.stopPropagation()"
|
||||
>
|
||||
@for (b of branches; track b.id) {
|
||||
<option [ngValue]="b.id">{{ b.label }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
@if (row.typ === 'DD') {
|
||||
@@ -177,13 +184,7 @@
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
(change)="isGlCreditOnly(row) && (row.dbCr = 'Cr')"
|
||||
>
|
||||
@for (a of acTypOptionsFor(row); track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
@@ -266,12 +267,7 @@
|
||||
type="button"
|
||||
class="ws-seg__btn ws-seg__btn--dr"
|
||||
[class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
|
||||
[disabled]="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer'
|
||||
"
|
||||
[disabled]="isGlCreditOnly(row)"
|
||||
(click)="row.dbCr = 'Dr'"
|
||||
>
|
||||
DR
|
||||
@@ -280,6 +276,7 @@
|
||||
type="button"
|
||||
class="ws-seg__btn ws-seg__btn--cr"
|
||||
[class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'"
|
||||
[disabled]="row.typ === 'Withdrawal Slip'"
|
||||
(click)="row.dbCr = 'Cr'"
|
||||
>
|
||||
CR
|
||||
@@ -711,70 +708,81 @@
|
||||
<circle cx="12" cy="8" r="4" />
|
||||
<path d="M4 20c0-4 3.6-7 8-7s8 3 8 7" />
|
||||
</svg>
|
||||
Personal Information
|
||||
{{ isGlAccount ? 'GL Account Information' : 'Personal Information' }}
|
||||
</div>
|
||||
<div class="te-panel__body">
|
||||
<div class="te-field">
|
||||
<span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span>
|
||||
@if (isGlAccount) {
|
||||
<div class="te-panel__body">
|
||||
@for (f of glInfo; track f.label) {
|
||||
<div class="te-field">
|
||||
<span class="te-label">{{ f.label }}</span
|
||||
><span class="te-value te-value-wrap" [class.te-mono]="f.mono">{{ f.value }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">A/c No.</span
|
||||
><span class="te-value te-mono">{{ accountDetails.accountNo }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Name</span><span class="te-value te-value-name">{{ clientName }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">S/D/W/H/O</span><span class="te-value">{{ guardianName }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Address</span><span class="te-value te-value-wrap">{{ clientAddress }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Email</span><span class="te-value">{{ clientEmail }}</span>
|
||||
</div>
|
||||
<div class="te-field-row">
|
||||
} @else {
|
||||
<div class="te-panel__body">
|
||||
<div class="te-field">
|
||||
<span class="te-label">Last Txn</span><span class="te-value">{{ lastTransactionDate }}</span>
|
||||
<span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Type</span
|
||||
><span class="te-value">{{ accountDetails.depositType?.value ?? selectedRow?.acTyp ?? '—' }}</span>
|
||||
<span class="te-label">A/c No.</span
|
||||
><span class="te-value te-mono">{{ accountDetails.accountNo }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Name</span><span class="te-value te-value-name">{{ clientName }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">S/D/W/H/O</span><span class="te-value">{{ guardianName }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Address</span><span class="te-value te-value-wrap">{{ clientAddress }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Email</span><span class="te-value">{{ clientEmail }}</span>
|
||||
</div>
|
||||
<div class="te-field-row">
|
||||
<div class="te-field">
|
||||
<span class="te-label">Last Txn</span><span class="te-value">{{ lastTransactionDate }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Type</span
|
||||
><span class="te-value">{{ accountDetails.depositType?.value ?? selectedRow?.acTyp ?? '—' }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="te-field-row">
|
||||
<div class="te-field">
|
||||
<span class="te-label">Opening Dt</span><span class="te-value">{{ openingDate }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Status</span
|
||||
><span class="te-value">{{ accountDetails.status?.value ?? '—' }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">CIF No.</span><span class="te-value te-mono">{{ cifNumber }}</span>
|
||||
</div>
|
||||
@if (isNonIndividual) {
|
||||
<div class="te-field">
|
||||
<span class="te-label">Constitution</span>
|
||||
<span class="te-value">{{
|
||||
nonPersonDetails?.constitution?.name ?? nonPersonDetails?.constitutionType?.name ?? '—'
|
||||
}}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Incorp. No.</span>
|
||||
<span class="te-value te-mono">{{
|
||||
nonPersonDetails?.incorpNo ?? nonPersonDetails?.incorporationNo ?? '—'
|
||||
}}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Main Business</span>
|
||||
<span class="te-value">{{
|
||||
nonPersonDetails?.mainBusinessLine?.name ?? nonPersonDetails?.mainBusinessLineType?.name ?? '—'
|
||||
}}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<div class="te-field-row">
|
||||
<div class="te-field">
|
||||
<span class="te-label">Opening Dt</span><span class="te-value">{{ openingDate }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Status</span
|
||||
><span class="te-value">{{ accountDetails.status?.value ?? '—' }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">CIF No.</span><span class="te-value te-mono">{{ cifNumber }}</span>
|
||||
</div>
|
||||
@if (isNonIndividual) {
|
||||
<div class="te-field">
|
||||
<span class="te-label">Constitution</span>
|
||||
<span class="te-value">{{
|
||||
nonPersonDetails?.constitution?.name ?? nonPersonDetails?.constitutionType?.name ?? '—'
|
||||
}}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Incorp. No.</span>
|
||||
<span class="te-value te-mono">{{
|
||||
nonPersonDetails?.incorpNo ?? nonPersonDetails?.incorporationNo ?? '—'
|
||||
}}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Main Business</span>
|
||||
<span class="te-value">{{
|
||||
nonPersonDetails?.mainBusinessLine?.name ?? nonPersonDetails?.mainBusinessLineType?.name ?? '—'
|
||||
}}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Joint Holders + Nominees -->
|
||||
@@ -929,76 +937,78 @@
|
||||
|
||||
<!-- Other Info + KYC + Account Balances -->
|
||||
<div class="te-panel">
|
||||
<div class="te-panel__header">
|
||||
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
|
||||
<rect x="3" y="4" width="18" height="18" rx="2" />
|
||||
<line x1="16" y1="2" x2="16" y2="6" />
|
||||
<line x1="8" y1="2" x2="8" y2="6" />
|
||||
<line x1="3" y1="10" x2="21" y2="10" />
|
||||
</svg>
|
||||
Other Information
|
||||
</div>
|
||||
<div class="te-panel__body">
|
||||
<div class="te-field">
|
||||
<span class="te-label">Phone No.</span><span class="te-value">{{ clientPhone }}</span>
|
||||
@if (!isGlAccount) {
|
||||
<div class="te-panel__header">
|
||||
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
|
||||
<rect x="3" y="4" width="18" height="18" rx="2" />
|
||||
<line x1="16" y1="2" x2="16" y2="6" />
|
||||
<line x1="8" y1="2" x2="8" y2="6" />
|
||||
<line x1="3" y1="10" x2="21" y2="10" />
|
||||
</svg>
|
||||
Other Information
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Client ID</span
|
||||
><span class="te-value te-mono">{{ accountDetails.clientId }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">PAN</span><span class="te-value te-mono">{{ panNumber }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">KYC Status</span>
|
||||
<span class="te-value" [style.color]="kycDetails?.kycStatus === 300 ? '#059669' : '#f59e0b'">{{
|
||||
kycStatus
|
||||
}}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">CKYC No.</span><span class="te-value te-mono">{{ ckycNumber }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Aadhaar</span><span class="te-value te-mono">{{ aadhaarNumber }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Product</span>
|
||||
<span class="te-value">{{
|
||||
accountDetails.savingsProductName ||
|
||||
accountDetails.depositProductName ||
|
||||
accountDetails.productName ||
|
||||
'—'
|
||||
}}</span>
|
||||
</div>
|
||||
@if (selectedRow?.acTyp === 'SHR') {
|
||||
<div class="te-panel__body">
|
||||
<div class="te-field">
|
||||
<span class="te-label">No. of Shares Held</span
|
||||
><span class="te-value te-mono">{{ accountDetails.summary?.totalApprovedShares ?? 0 }}</span>
|
||||
<span class="te-label">Phone No.</span><span class="te-value">{{ clientPhone }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Market Price / Share</span
|
||||
><span class="te-value te-mono"
|
||||
>{{ currencySymbol }}{{ accountDetails.currentMarketPrice | number: '1.2-2' }}</span
|
||||
>
|
||||
<span class="te-label">Client ID</span
|
||||
><span class="te-value te-mono">{{ accountDetails.clientId }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Resolution No.</span
|
||||
><span class="te-value te-mono">{{ accountDetails.resolutionNumber || '—' }}</span>
|
||||
<span class="te-label">PAN</span><span class="te-value te-mono">{{ panNumber }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Linked Savings A/C No.</span
|
||||
><span class="te-value te-mono">{{ accountDetails.savingsAccountNumber || '—' }}</span>
|
||||
<span class="te-label">KYC Status</span>
|
||||
<span class="te-value" [style.color]="kycDetails?.kycStatus === 300 ? '#059669' : '#f59e0b'">{{
|
||||
kycStatus
|
||||
}}</span>
|
||||
</div>
|
||||
@if (accountDetails.linkedLoanAccountNo) {
|
||||
<div class="te-field">
|
||||
<span class="te-label">CKYC No.</span><span class="te-value te-mono">{{ ckycNumber }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Aadhaar</span><span class="te-value te-mono">{{ aadhaarNumber }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Product</span>
|
||||
<span class="te-value">{{
|
||||
accountDetails.savingsProductName ||
|
||||
accountDetails.depositProductName ||
|
||||
accountDetails.productName ||
|
||||
'—'
|
||||
}}</span>
|
||||
</div>
|
||||
@if (selectedRow?.acTyp === 'SHR') {
|
||||
<div class="te-field">
|
||||
<span class="te-label">Linked Loan A/C No.</span
|
||||
><span class="te-value te-mono">{{ accountDetails.linkedLoanAccountNo }}</span>
|
||||
<span class="te-label">No. of Shares Held</span
|
||||
><span class="te-value te-mono">{{ accountDetails.summary?.totalApprovedShares ?? 0 }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Market Price / Share</span
|
||||
><span class="te-value te-mono"
|
||||
>{{ currencySymbol }}{{ accountDetails.currentMarketPrice | number: '1.2-2' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Resolution No.</span
|
||||
><span class="te-value te-mono">{{ accountDetails.resolutionNumber || '—' }}</span>
|
||||
</div>
|
||||
<div class="te-field">
|
||||
<span class="te-label">Linked Savings A/C No.</span
|
||||
><span class="te-value te-mono">{{ accountDetails.savingsAccountNumber || '—' }}</span>
|
||||
</div>
|
||||
@if (accountDetails.linkedLoanAccountNo) {
|
||||
<div class="te-field">
|
||||
<span class="te-label">Linked Loan A/C No.</span
|
||||
><span class="te-value te-mono">{{ accountDetails.linkedLoanAccountNo }}</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="te-panel__header te-panel__header--mt">
|
||||
<div class="te-panel__header" [class.te-panel__header--mt]="!isGlAccount">
|
||||
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
|
||||
<line x1="12" y1="1" x2="12" y2="23" />
|
||||
<path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6" />
|
||||
@@ -1567,6 +1577,8 @@
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.typ"
|
||||
[disabled]="isTypLocked(row)"
|
||||
[title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="onTypChange(row)"
|
||||
>
|
||||
@@ -1577,11 +1589,16 @@
|
||||
</div>
|
||||
<div class="ws-f ws-f--branch">
|
||||
<label class="ws-f__lbl">BRANCH</label>
|
||||
<select class="ws-f__ctl" [(ngModel)]="row.br" (click)="$event.stopPropagation()">
|
||||
<option [ngValue]="1">001 · Main</option>
|
||||
<option [ngValue]="2">002 · M.G. Road</option>
|
||||
<option [ngValue]="14">014 · Station Rd</option>
|
||||
<option [ngValue]="27">027 · Industrial</option>
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.br"
|
||||
[disabled]="branches.length <= 1"
|
||||
[title]="branches.length <= 1 ? 'Your branch' : 'Branch'"
|
||||
(click)="$event.stopPropagation()"
|
||||
>
|
||||
@for (b of branches; track b.id) {
|
||||
<option [ngValue]="b.id">{{ b.label }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
@if (row.typ === 'DD') {
|
||||
@@ -1627,13 +1644,7 @@
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
(change)="isGlCreditOnly(row) && (row.dbCr = 'Cr')"
|
||||
>
|
||||
@for (a of acTypOptionsFor(row); track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
@@ -1704,12 +1715,7 @@
|
||||
type="button"
|
||||
class="ws-seg__btn ws-seg__btn--dr"
|
||||
[class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
|
||||
[disabled]="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer'
|
||||
"
|
||||
[disabled]="isGlCreditOnly(row)"
|
||||
(click)="$event.stopPropagation(); row.dbCr = 'Dr'"
|
||||
>
|
||||
DR
|
||||
@@ -1718,6 +1724,7 @@
|
||||
type="button"
|
||||
class="ws-seg__btn ws-seg__btn--cr"
|
||||
[class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'"
|
||||
[disabled]="row.typ === 'Withdrawal Slip'"
|
||||
(click)="$event.stopPropagation(); row.dbCr = 'Cr'"
|
||||
>
|
||||
CR
|
||||
@@ -2043,7 +2050,13 @@
|
||||
<button class="ws-btn ws-btn--ghost" type="button" (click)="onSearch()">Search</button>
|
||||
<button class="ws-btn ws-btn--mode" type="button">Change Tr.Mode</button>
|
||||
@if (isClerk) {
|
||||
<button class="ws-btn ws-btn--add" type="button" (click)="addRow()" title="Add another transaction row">
|
||||
<button
|
||||
class="ws-btn ws-btn--add"
|
||||
type="button"
|
||||
[disabled]="selectedRow?.typ === 'Withdrawal Slip'"
|
||||
(click)="addRow()"
|
||||
title="Add another transaction row"
|
||||
>
|
||||
<svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5">
|
||||
<line x1="12" y1="5" x2="12" y2="19" />
|
||||
<line x1="5" y1="12" x2="19" y2="12" />
|
||||
|
||||
@@ -1658,6 +1658,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
|
||||
// Full account + client data
|
||||
accountDetails: any = null;
|
||||
/** Parent (header) GL of the selected GL account, shown in the GL Account Information panel. */
|
||||
glParent: { glCode?: string; name?: string } | null = null;
|
||||
clientDetails: any = null;
|
||||
kycDetails: any = null;
|
||||
nominees: any[] = [];
|
||||
@@ -1685,10 +1687,12 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
private searchToken = 0;
|
||||
private lastLoadedAcNo = '';
|
||||
private acNoInput$ = new Subject<{ row: TxnRow; index: number; value: string }>();
|
||||
/** How many characters of the A/C NO. start the automatic account search. */
|
||||
private static readonly AC_NO_AUTO_SEARCH_MIN_LENGTH = 6;
|
||||
cashVaultGlId: number | null = null;
|
||||
/** The Cash Vault GL account's own code and name — the denomination breakdown for a manual GL
|
||||
* entry has to be filed against THIS account, not whichever account the teller typed in, since
|
||||
* that account is never the one physical notes actually moved through (see submitGlJournalEntry).
|
||||
* that account is never the one physical notes actually moved through.
|
||||
* Both resolved dynamically off whatever this tenant's own financial-activity mapping names as
|
||||
* its cash/vault account (see loadCashVaultGl) — never a literal account name or code. */
|
||||
cashVaultGlCode: string | null = null;
|
||||
@@ -1873,6 +1877,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
ngOnInit(): void {
|
||||
const d = businessToday();
|
||||
this.today = `${String(d.getDate()).padStart(2, '0')}/${String(d.getMonth() + 1).padStart(2, '0')}/${d.getFullYear()}`;
|
||||
this.loadBranches();
|
||||
this.addRow();
|
||||
this.loadDenominations();
|
||||
this.loadOpeningPosition();
|
||||
@@ -1903,7 +1908,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
distinctUntilChanged((a, b) => a.value === b.value && a.row === b.row)
|
||||
)
|
||||
.subscribe(({ row, index, value }) => {
|
||||
if (value.trim().length >= 4) {
|
||||
// Searches on its own once six characters are typed, for clerk and cashier alike.
|
||||
if (value.trim().length >= TransactionEntryComponent.AC_NO_AUTO_SEARCH_MIN_LENGTH) {
|
||||
this.selectedRow = row;
|
||||
this.loadAccountDetails(value.trim(), row.acTyp);
|
||||
}
|
||||
@@ -2304,7 +2310,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
// anyway, just without the extra click to get there.
|
||||
const row: TxnRow = {
|
||||
typ: this.isClerk ? 'Withdrawal Slip' : 'Receipt',
|
||||
br: 1,
|
||||
br: this.defaultBranchId,
|
||||
trTp: '',
|
||||
acTyp: 'SD',
|
||||
acNo: '',
|
||||
@@ -2323,8 +2329,40 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
this.rows.push(row);
|
||||
}
|
||||
|
||||
/**
|
||||
* A GL row is credit-only (money received into the account) except on the transfer types, which pick
|
||||
* either side, and on a Withdrawal Slip, which is always a debit: the GL is debited and the cash
|
||||
* vault credited when cash is paid out against it (a clerk's request, approved, then paid by the cashier).
|
||||
*/
|
||||
isGlCreditOnly(row: TxnRow): boolean {
|
||||
return (
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
row.typ !== 'Withdrawal Slip'
|
||||
);
|
||||
}
|
||||
|
||||
/** Called when the TYPE dropdown changes — sets sensible defaults for TXN TP and DR/CR */
|
||||
/**
|
||||
* A cashier row that was filled from an approved token (withdrawal / account-closure) is cash
|
||||
* leaving the branch to the member, so its TYPE is fixed to Payment and cannot be changed.
|
||||
* Never true for the clerk screen or for rows keyed in by hand.
|
||||
*/
|
||||
isTypLocked(row: TxnRow): boolean {
|
||||
return (
|
||||
!this.isClerk &&
|
||||
!!row.tokNo?.trim() &&
|
||||
!!(this.activeWithdrawalRequest || this.activeDividendClaimRequest || this.activeClosureRequest)
|
||||
);
|
||||
}
|
||||
|
||||
onTypChange(row: TxnRow): void {
|
||||
if (this.isTypLocked(row)) {
|
||||
row.typ = 'Payment';
|
||||
return;
|
||||
}
|
||||
switch (row.typ) {
|
||||
case 'Withdrawal Slip':
|
||||
row.dbCr = 'Dr';
|
||||
@@ -2440,7 +2478,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
* such ambiguity — the account itself says what it's for.
|
||||
*/
|
||||
showsEntryType(row: TxnRow): boolean {
|
||||
return row.acTyp === 'GL' && row.dbCr === 'Cr';
|
||||
return row.acTyp === 'GL';
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -2618,14 +2656,47 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
return !!this.selectedRow && Math.abs(this.denominationTotal - this.ddTargetTotal) < 0.005;
|
||||
}
|
||||
|
||||
/**
|
||||
* The branches an entry can be posted against: the real offices of this installation. Read from the offices
|
||||
* themselves rather than from a fixed list, so a branch that is added or renamed shows up here without a code change.
|
||||
*/
|
||||
branches: { id: number; label: string }[] = [];
|
||||
|
||||
private loadBranches(): void {
|
||||
const own = this.authService.getCredentials();
|
||||
const ownBranch = own?.officeId
|
||||
? [{ id: own.officeId, label: this.branchLabel(own.officeId, own.officeName) }]
|
||||
: [];
|
||||
// The office list is only asked for by a login allowed to read it. A cashier or clerk is not, and asking anyway
|
||||
// makes the server refuse and the screen raise an "Unauthorized Request" popup; such a login works in its own
|
||||
// office, which is the one branch it is offered.
|
||||
const permissions = own?.permissions ?? [];
|
||||
const mayReadOffices = permissions.includes('ALL_FUNCTIONS') || permissions.includes('READ_OFFICE');
|
||||
if (!mayReadOffices) {
|
||||
this.branches = ownBranch;
|
||||
return;
|
||||
}
|
||||
this.http
|
||||
.get('/offices')
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((list: any) => {
|
||||
const offices: any[] = Array.isArray(list) ? list : [];
|
||||
this.branches =
|
||||
offices.length > 0 ? offices.map((o) => ({ id: o.id, label: this.branchLabel(o.id, o.name) })) : ownBranch;
|
||||
});
|
||||
}
|
||||
|
||||
private branchLabel(id: number, name: string | null | undefined): string {
|
||||
return `${String(id).padStart(3, '0')} · ${name ?? 'Branch ' + id}`;
|
||||
}
|
||||
|
||||
/** The office the signed-in user works in, which a new entry is posted against unless they pick another. */
|
||||
get defaultBranchId(): number {
|
||||
return this.authService.getCredentials()?.officeId ?? 1;
|
||||
}
|
||||
|
||||
branchNameFor(branchId: number): string {
|
||||
const map: Record<number, string> = {
|
||||
1: '001 · Main',
|
||||
2: '002 · M.G. Road',
|
||||
14: '014 · Station Rd',
|
||||
27: '027 · Industrial'
|
||||
};
|
||||
return map[branchId] || `Branch ${branchId}`;
|
||||
return this.branches.find((b) => b.id === branchId)?.label ?? `Branch ${branchId}`;
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -3918,7 +3989,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
SAVINGS: 'SD',
|
||||
CURRENT: 'CA',
|
||||
FIXED_DEPOSIT: 'FD',
|
||||
RECURRING_DEPOSIT: 'RD'
|
||||
RECURRING_DEPOSIT: 'RD',
|
||||
GL: 'GL'
|
||||
};
|
||||
|
||||
openCustomerSearch(): void {
|
||||
@@ -4243,6 +4315,17 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
this.accountDetails = acc;
|
||||
this.jointHolders = acc.jointHolders ?? [];
|
||||
// GL only: look up the parent (header) GL's name. Never runs for any other account type.
|
||||
this.glParent = null;
|
||||
if (acTyp?.toUpperCase() === 'GL' && acc.parentId) {
|
||||
this.http
|
||||
.get<any>(`/glaccounts/${acc.parentId}`)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((p: any) => {
|
||||
if (token !== this.searchToken) return;
|
||||
this.glParent = p ? { glCode: p.glCode, name: p.name } : null;
|
||||
});
|
||||
}
|
||||
// Cash Hold / Clearing Hold breakdown only exists for plain savings accounts (m_savings_account)
|
||||
// — FD/RD/Current/Share/GL have no such row, so there's nothing to ask for.
|
||||
if (acTyp?.toUpperCase() === 'SD' && acc.id) {
|
||||
@@ -4813,6 +4896,40 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
return this.accountDetails?.officeName ?? this.clientDetails?.officeName ?? '—';
|
||||
}
|
||||
|
||||
/** True when the loaded account is a General Ledger account (/glaccounts), which has no client behind it. */
|
||||
get isGlAccount(): boolean {
|
||||
return !!this.accountDetails?.glCode && this.selectedRow?.acTyp === 'GL';
|
||||
}
|
||||
|
||||
/** The GL account's own details, shown in place of the client panels. */
|
||||
get glInfo(): { label: string; value: string; mono?: boolean }[] {
|
||||
const gl = this.accountDetails;
|
||||
if (!gl) return [];
|
||||
const type = gl.type?.value ?? '—';
|
||||
const nature = [
|
||||
'ASSET',
|
||||
'EXPENSE'
|
||||
].includes(String(type).toUpperCase()) ? 'Debit' : 'Credit';
|
||||
return [
|
||||
{ label: 'GL Code', value: gl.glCode ?? '—', mono: true },
|
||||
{ label: 'GL Name', value: gl.name ?? '—' },
|
||||
{ label: 'Account Type', value: type },
|
||||
{ label: 'Usage', value: gl.usage?.value ?? '—' },
|
||||
{ label: 'Normal Balance', value: nature },
|
||||
{
|
||||
label: 'Parent GL',
|
||||
value: this.glParent?.name
|
||||
? `${this.glParent.glCode ? this.glParent.glCode.trim() + ' - ' : ''}${this.glParent.name.trim()}`
|
||||
: gl.parentId != null
|
||||
? `ID ${gl.parentId}`
|
||||
: '—'
|
||||
},
|
||||
{ label: 'Manual Entries', value: gl.manualEntriesAllowed ? 'Allowed' : 'Not allowed' },
|
||||
{ label: 'Status', value: gl.disabled ? 'Disabled' : 'Enabled' },
|
||||
{ label: 'Description', value: gl.description || '—' }
|
||||
];
|
||||
}
|
||||
|
||||
get openingDate(): string {
|
||||
const raw =
|
||||
this.accountDetails?.timeline?.submittedOnDate ??
|
||||
@@ -5847,10 +5964,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
return;
|
||||
}
|
||||
|
||||
// GL withdrawal → direct journal entry (no maker-checker)
|
||||
// GL deposit → falls through to maker-checker block below
|
||||
if (row.acTyp === 'GL' && !isDeposit) {
|
||||
this.submitGlJournalEntry(row, amount, isDeposit);
|
||||
// A GL withdrawal slip is raised by the clerk and paid by the cashier against its token, exactly like a
|
||||
// savings withdrawal (the clerk branch and the token branch below). Nothing posts from this screen directly:
|
||||
// manual journal entries are switched off on the server.
|
||||
if (row.acTyp === 'GL' && !isDeposit && !this.clerkMode && !this.activeWithdrawalRequest) {
|
||||
this.showAlert('error', 'GL Withdrawal', [
|
||||
'A GL withdrawal is raised by a clerk and paid by the cashier against its token.',
|
||||
'Enter the token number of the approved request to pay it.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
|
||||
@@ -6223,17 +6344,34 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
|
||||
const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
|
||||
|
||||
const isGl = row.acTyp === 'GL';
|
||||
// The Entry Type picked for a GL slip has no column of its own on the request, so it rides on the narration.
|
||||
const entryTypeName = isGl ? this.entryTypeOptions.find((e) => e.id === row.entryTypeCvId)?.name : undefined;
|
||||
const description = [
|
||||
row.description,
|
||||
entryTypeName ? `[Entry Type: ${entryTypeName}]` : ''
|
||||
]
|
||||
.filter(Boolean)
|
||||
.join(' ');
|
||||
|
||||
return {
|
||||
accountNo: this.accountDetails.accountNo,
|
||||
accountNo: isGl ? (this.accountDetails.glCode ?? this.accountDetails.name) : this.accountDetails.accountNo,
|
||||
accountType: this.creditEntryAccountType(row.acTyp),
|
||||
savingsAccountId: this.accountDetails.id,
|
||||
clientId: this.accountDetails.clientId ?? this.clientDetails?.id ?? null,
|
||||
clientName: this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null,
|
||||
savingsAccountId: isGl ? null : this.accountDetails.id,
|
||||
// GL-specific fields: the GL being paid out of and the cash GL it is paid from (null for other types)
|
||||
glAccountId: isGl ? this.accountDetails.id : null,
|
||||
contraGlId: isGl ? this.cashVaultGlId : null,
|
||||
officeId: isGl ? row.br || 1 : null,
|
||||
currencyCode: isGl ? (this.accountDetails?.currency?.code ?? 'INR') : null,
|
||||
clientId: isGl ? null : (this.accountDetails.clientId ?? this.clientDetails?.id ?? null),
|
||||
clientName: isGl
|
||||
? (this.accountDetails?.name ?? null)
|
||||
: (this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null),
|
||||
amount,
|
||||
txnDate: txnDateIso,
|
||||
paymentTypeId: row.paymentTypeId || null,
|
||||
paymentTypeName: selectedPt?.name ?? 'Cash',
|
||||
description: row.description || null,
|
||||
description: description || null,
|
||||
chequeNo: row.chequeNo || null,
|
||||
bankName: row.bankName || null,
|
||||
tokNo: row.tokNo?.trim() || null,
|
||||
@@ -6425,106 +6563,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
this.addRow();
|
||||
}
|
||||
|
||||
private submitGlJournalEntry(row: TxnRow, amount: number, isDeposit: boolean): void {
|
||||
if (!this.cashVaultGlId) {
|
||||
this.showAlert('error', 'Cash Vault GL Not Configured', [
|
||||
'Financial Activity Account (CASH_AT_TELLER) is not configured.',
|
||||
'Please configure it in System → Financial Activity Accounts.'
|
||||
]);
|
||||
this.saving = false;
|
||||
return;
|
||||
}
|
||||
|
||||
const today = businessToday();
|
||||
const txnDate = `${String(today.getDate()).padStart(2, '0')}/${String(today.getMonth() + 1).padStart(2, '0')}/${today.getFullYear()}`;
|
||||
const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
|
||||
|
||||
const selectedGlId = this.accountDetails.id;
|
||||
const contraGlId = this.cashVaultGlId;
|
||||
|
||||
// isDeposit (CR button) = cashier receives cash → credit selected GL, debit contra (cash vault)
|
||||
// isWithdrawal (DR button) = cashier pays out cash → debit selected GL, credit contra (cash vault)
|
||||
const credits = isDeposit ? [{ glAccountId: selectedGlId, amount }] : [{ glAccountId: contraGlId, amount }];
|
||||
const debits = isDeposit ? [{ glAccountId: contraGlId, amount }] : [{ glAccountId: selectedGlId, amount }];
|
||||
|
||||
const payload: any = {
|
||||
officeId: row.br || 1,
|
||||
transactionDate: txnDate,
|
||||
dateFormat: 'dd/MM/yyyy',
|
||||
locale: 'en',
|
||||
currencyCode: this.accountDetails?.currency?.code ?? 'INR',
|
||||
comments: row.description || null,
|
||||
credits,
|
||||
debits,
|
||||
paymentTypeId: row.paymentTypeId
|
||||
};
|
||||
|
||||
// Check if cash payment so we can record denomination after journal entry
|
||||
const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
|
||||
const isCashPayment = !!selectedPt?.isCashPayment;
|
||||
|
||||
this.saving = true;
|
||||
this.http
|
||||
.post('/journalentries', payload)
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
const msg =
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
err?.error?.developerMessage ??
|
||||
'Journal entry failed. Please try again.';
|
||||
this.showAlert('error', 'Transaction Failed', [msg]);
|
||||
this.saving = false;
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.saving = false;
|
||||
if (res) {
|
||||
// Record denomination so cashier position stays accurate
|
||||
// Same condition as savings: cash + denom entered + denom matches posted amount
|
||||
if (isCashPayment && this.denominationTotal > 0 && this.denominationTotal === amount) {
|
||||
const denomBreakdown = [
|
||||
...this.notes,
|
||||
...this.coins
|
||||
]
|
||||
.filter((d) => this.countFor(d) > 0)
|
||||
.map((d) => ({
|
||||
denominationId: d.id,
|
||||
denominationValue: d.value,
|
||||
kind: d.kind,
|
||||
count: this.countFor(d),
|
||||
subtotal: this.subtotalFor(d)
|
||||
}));
|
||||
// Filed against the Cash Vault GL, not the account the teller selected on screen: that
|
||||
// selected account (e.g. Sundry Creditors) is the other leg of the journal entry, and
|
||||
// never the one whose physical notes actually changed hands. Tagging the breakdown to it
|
||||
// instead of the vault is why this cash never reached the cashier/vault position.
|
||||
this.http
|
||||
.post('/cashier/gl-denomination', {
|
||||
txnId: res.transactionId ?? res.resourceId,
|
||||
accountNo: this.cashVaultGlCode ?? row.acNo,
|
||||
accountName: this.cashVaultGlName ?? 'Cash at Vault',
|
||||
txnType: isDeposit ? 'DEPOSIT' : 'WITHDRAWAL',
|
||||
txnDate: txnDateIso,
|
||||
paymentTypeName: selectedPt?.name ?? 'Cash',
|
||||
denominationBreakdown: denomBreakdown
|
||||
})
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe();
|
||||
}
|
||||
|
||||
const ref = res.transactionId ?? res.resourceId ?? 'N/A';
|
||||
this.showAlert('success', 'GL Transaction Posted', [
|
||||
`Journal entry of ₹${amount.toLocaleString('en-IN', { minimumFractionDigits: 2 })} posted successfully.`,
|
||||
`Transaction ID: ${ref}`
|
||||
]);
|
||||
this.clearDenominations();
|
||||
this.loadOpeningPosition();
|
||||
this.loadAccountDetails(row.acNo.trim(), row.acTyp);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
onSearch(): void {
|
||||
if (this.selectedRow?.acNo.trim()) {
|
||||
this.loadAccountDetails(this.selectedRow.acNo.trim(), this.selectedRow.acTyp);
|
||||
|
||||
+170
@@ -0,0 +1,170 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="cv-tab-content vca-tab">
|
||||
<!-- ── TITLE BAR ── -->
|
||||
<div class="vca-action-bar">
|
||||
<div class="vca-action-bar__left">
|
||||
<mat-icon class="vca-action-bar__icon">undo</mat-icon>
|
||||
<div>
|
||||
<div class="vca-action-bar__title">Voucher Corrections</div>
|
||||
<div class="vca-action-bar__sub">
|
||||
Approve or reject a voucher unpass, and the correction entry that follows it. Only the correction approval
|
||||
moves money.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="vca-counts">
|
||||
<span class="vca-count"
|
||||
><strong>{{ unpassCount }}</strong> unpass</span
|
||||
>
|
||||
<span class="vca-count"
|
||||
><strong>{{ correctionCount }}</strong> correction</span
|
||||
>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── FILTER BAR ── -->
|
||||
<div class="vca-filter-bar">
|
||||
<div class="vca-search-box">
|
||||
<mat-icon>search</mat-icon>
|
||||
<input type="text" placeholder="Search by voucher, account, customer or user" [(ngModel)]="searchTerm" />
|
||||
@if (searchTerm) {
|
||||
<button type="button" class="vca-search-box__clear" (click)="searchTerm = ''">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<span class="vca-fb-sep"></span>
|
||||
|
||||
<select class="vca-filter-select" [(ngModel)]="kindFilter">
|
||||
@for (opt of kindOptions; track opt.value) {
|
||||
<option [value]="opt.value">{{ opt.label }}</option>
|
||||
}
|
||||
</select>
|
||||
|
||||
<button type="button" class="vca-btn vca-btn--refresh" (click)="load()" [disabled]="loading">
|
||||
<mat-icon>refresh</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- ── TABLE ── -->
|
||||
@if (loading && !loaded) {
|
||||
<div class="vca-empty"><p class="vca-empty__title">Loading…</p></div>
|
||||
} @else if (rows.length === 0) {
|
||||
<div class="vca-empty">
|
||||
<mat-icon class="vca-empty__icon">inbox</mat-icon>
|
||||
<p class="vca-empty__title">No voucher correction waiting</p>
|
||||
<p class="vca-empty__text">There is no unpass request or correction entry waiting for review.</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="vca-table-wrap">
|
||||
<table class="vca-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Voucher No</th>
|
||||
<th>Request</th>
|
||||
<th>Posted To (Wrong)</th>
|
||||
<th>Correct Account</th>
|
||||
<th class="num">Amount</th>
|
||||
<th>Reason</th>
|
||||
<th>Raised By</th>
|
||||
<th>Raised At</th>
|
||||
<th class="vca-th-action">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (r of rows; track r.request.id) {
|
||||
<tr class="vca-row">
|
||||
<td class="vca-mono vca-voucher">{{ r.request.original_voucher_no }}</td>
|
||||
<td>
|
||||
<span class="vca-kind" [class]="'vca-kind vca-kind--' + r.kind">{{ kindLabel(r.kind) }}</span>
|
||||
</td>
|
||||
<td>
|
||||
<div class="vca-mono">{{ r.request.wrong_account_no }}</div>
|
||||
<div class="vca-sub">{{ r.request.wrong_client_name || '—' }}</div>
|
||||
</td>
|
||||
<td>
|
||||
@if (r.kind === 'correction') {
|
||||
<div class="vca-mono vca-strong">{{ r.request.correct_account_no }}</div>
|
||||
<div class="vca-sub">{{ r.request.correct_client_name || '—' }}</div>
|
||||
} @else {
|
||||
<span class="vca-none">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="num vca-amount">₹{{ r.request.amount | number: '1.2-2' }}</td>
|
||||
<td class="vca-reason" [title]="r.request.reason || ''">{{ r.request.reason || '—' }}</td>
|
||||
<td>{{ r.raisedBy || '—' }}</td>
|
||||
<td class="vca-dt">{{ formatDateTime(r.raisedAt) }}</td>
|
||||
<td class="vca-action-cell">
|
||||
<button
|
||||
type="button"
|
||||
class="vca-btn vca-btn--reject"
|
||||
[disabled]="busyId === r.request.id"
|
||||
(click)="startReject(r)"
|
||||
>
|
||||
<mat-icon>close</mat-icon> Reject
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="vca-btn vca-btn--approve"
|
||||
[disabled]="busyId === r.request.id"
|
||||
(click)="approve(r)"
|
||||
>
|
||||
<mat-icon>check</mat-icon>
|
||||
{{ r.kind === 'unpass' ? 'Approve unpass' : 'Approve correction' }}
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- ─── Popup: reject with a reason ───────────────────────────────────────── -->
|
||||
<ng-template #rejectDialog>
|
||||
@if (rejecting) {
|
||||
<div class="vca-dlg">
|
||||
<header class="vca-dlg__head">
|
||||
<mat-icon class="vca-dlg__ico">block</mat-icon>
|
||||
<div class="vca-dlg__titles">
|
||||
<div class="vca-dlg__title">
|
||||
Reject {{ rejecting.kind === 'unpass' ? 'unpass request' : 'correction entry' }}
|
||||
</div>
|
||||
<div class="vca-dlg__sub vca-mono">{{ rejecting.request.original_voucher_no }}</div>
|
||||
</div>
|
||||
<button type="button" class="vca-dlg__x" aria-label="Close" (click)="cancelReject()">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
<div class="vca-dlg__body">
|
||||
<label class="vca-label" for="vca-reason">Reason (required)</label>
|
||||
<textarea
|
||||
id="vca-reason"
|
||||
rows="3"
|
||||
placeholder="Why is this being rejected?"
|
||||
[(ngModel)]="rejectReason"
|
||||
></textarea>
|
||||
</div>
|
||||
<footer class="vca-dlg__foot">
|
||||
<button type="button" class="vca-btn vca-btn--ghost" (click)="cancelReject()">Cancel</button>
|
||||
<button
|
||||
type="button"
|
||||
class="vca-btn vca-btn--reject-solid"
|
||||
[disabled]="!rejectReason.trim() || busyId === rejecting.request.id"
|
||||
(click)="confirmReject()"
|
||||
>
|
||||
Confirm reject
|
||||
</button>
|
||||
</footer>
|
||||
</div>
|
||||
}
|
||||
</ng-template>
|
||||
+485
@@ -0,0 +1,485 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
// Laid out like the other approval tabs (Withdrawal Requests): title bar, filter bar, one table.
|
||||
:host {
|
||||
display: block;
|
||||
}
|
||||
|
||||
.vca-tab {
|
||||
padding: 0;
|
||||
}
|
||||
|
||||
.vca-action-bar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
padding: 10px 16px;
|
||||
background: #fff;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
|
||||
&__left {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
&__icon {
|
||||
font-size: 22px;
|
||||
width: 22px;
|
||||
height: 22px;
|
||||
color: #0f4f3c;
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
color: #0d1b2a;
|
||||
}
|
||||
|
||||
&__sub {
|
||||
max-width: 640px;
|
||||
margin-top: 1px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
|
||||
.vca-counts {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.vca-count {
|
||||
padding: 2px 10px;
|
||||
border-radius: 999px;
|
||||
background: #f1f5f9;
|
||||
font-size: 11px;
|
||||
color: #475569;
|
||||
|
||||
strong {
|
||||
color: #0f4f3c;
|
||||
}
|
||||
}
|
||||
|
||||
.vca-filter-bar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
flex-wrap: wrap;
|
||||
padding: 6px 16px;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
}
|
||||
|
||||
.vca-fb-sep {
|
||||
flex-shrink: 0;
|
||||
width: 1px;
|
||||
height: 22px;
|
||||
margin: 0 4px;
|
||||
background: #e2e8f0;
|
||||
}
|
||||
|
||||
.vca-search-box {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
height: 30px;
|
||||
min-width: 240px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 8px;
|
||||
background: #fff;
|
||||
|
||||
mat-icon {
|
||||
flex-shrink: 0;
|
||||
font-size: 17px;
|
||||
width: 17px;
|
||||
height: 17px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
border-color: #cbd5e1;
|
||||
}
|
||||
|
||||
&:focus-within {
|
||||
border-color: #0f4f3c;
|
||||
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
|
||||
}
|
||||
|
||||
input {
|
||||
flex: 1;
|
||||
border: none;
|
||||
outline: none;
|
||||
background: transparent;
|
||||
font-family: inherit;
|
||||
font-size: 12px;
|
||||
color: #0d1b2a;
|
||||
|
||||
&::placeholder {
|
||||
color: #94a3b8;
|
||||
}
|
||||
}
|
||||
|
||||
&__clear {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
flex-shrink: 0;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
padding: 0;
|
||||
border: none;
|
||||
border-radius: 50%;
|
||||
background: none;
|
||||
color: #94a3b8;
|
||||
cursor: pointer;
|
||||
|
||||
mat-icon {
|
||||
font-size: 15px;
|
||||
width: 15px;
|
||||
height: 15px;
|
||||
color: inherit;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
color: #dc2626;
|
||||
background: #fef2f2;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.vca-filter-select {
|
||||
height: 30px;
|
||||
min-width: 140px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 7px;
|
||||
background: #fff;
|
||||
font-family: inherit;
|
||||
font-size: 12px;
|
||||
color: #0d1b2a;
|
||||
cursor: pointer;
|
||||
|
||||
&:focus {
|
||||
outline: none;
|
||||
border-color: #0f4f3c;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Buttons ─────────────────────────────────────────────────────────────────
|
||||
.vca-btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
height: 26px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid transparent;
|
||||
border-radius: 7px;
|
||||
font-family: inherit;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
cursor: pointer;
|
||||
|
||||
mat-icon {
|
||||
font-size: 14px;
|
||||
width: 14px;
|
||||
height: 14px;
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.45;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
|
||||
&--refresh {
|
||||
height: 30px;
|
||||
width: 30px;
|
||||
justify-content: center;
|
||||
padding: 0;
|
||||
margin-left: auto;
|
||||
border-color: #e2e8f0;
|
||||
background: #fff;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
&--approve {
|
||||
background: #0f4f3c;
|
||||
color: #fff;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #0a3d2e;
|
||||
}
|
||||
}
|
||||
|
||||
&--reject {
|
||||
border-color: #fecaca;
|
||||
background: #fff;
|
||||
color: #dc2626;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #fef2f2;
|
||||
}
|
||||
}
|
||||
|
||||
&--reject-solid {
|
||||
background: #dc2626;
|
||||
color: #fff;
|
||||
}
|
||||
|
||||
&--ghost {
|
||||
border-color: #e2e8f0;
|
||||
background: #fff;
|
||||
color: #475569;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Table ───────────────────────────────────────────────────────────────────
|
||||
.vca-table-wrap {
|
||||
overflow-x: auto;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
.vca-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 11px;
|
||||
|
||||
th {
|
||||
padding: 7px 10px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
font-size: 9.5px;
|
||||
font-weight: 800;
|
||||
letter-spacing: 0.06em;
|
||||
text-align: left;
|
||||
text-transform: uppercase;
|
||||
color: #94a3b8;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 5px 10px;
|
||||
border-bottom: 1px solid #eef2f7;
|
||||
vertical-align: middle;
|
||||
color: #0d1b2a;
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.vca-th-action {
|
||||
text-align: right;
|
||||
}
|
||||
}
|
||||
|
||||
.vca-row:hover td {
|
||||
background: #f8fafc;
|
||||
}
|
||||
|
||||
.vca-mono {
|
||||
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
|
||||
letter-spacing: 0.02em;
|
||||
}
|
||||
|
||||
.vca-voucher {
|
||||
font-weight: 700;
|
||||
color: #0f4f3c;
|
||||
}
|
||||
|
||||
.vca-strong {
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.vca-sub {
|
||||
margin-top: 1px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.vca-none {
|
||||
color: #cbd5e1;
|
||||
}
|
||||
|
||||
.vca-amount {
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.vca-reason {
|
||||
max-width: 220px;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.vca-dt {
|
||||
white-space: nowrap;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.vca-kind {
|
||||
display: inline-block;
|
||||
padding: 2px 10px;
|
||||
border-radius: 999px;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
|
||||
&--unpass {
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
}
|
||||
|
||||
&--correction {
|
||||
background: #dbeafe;
|
||||
color: #1e40af;
|
||||
}
|
||||
}
|
||||
|
||||
.vca-action-cell {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 6px;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
// ── Empty ───────────────────────────────────────────────────────────────────
|
||||
.vca-empty {
|
||||
padding: 28px 16px;
|
||||
text-align: center;
|
||||
color: #94a3b8;
|
||||
|
||||
&__icon {
|
||||
display: block;
|
||||
margin: 0 auto 6px;
|
||||
font-size: 30px;
|
||||
width: 30px;
|
||||
height: 30px;
|
||||
opacity: 0.6;
|
||||
}
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__text {
|
||||
margin: 3px 0 0;
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Reject popup ────────────────────────────────────────────────────────────
|
||||
.vca-dlg {
|
||||
font-size: 12px;
|
||||
|
||||
&__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 10px 14px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
}
|
||||
|
||||
&__ico {
|
||||
flex: 0 0 32px;
|
||||
height: 32px;
|
||||
width: 32px;
|
||||
border-radius: 9px;
|
||||
background: #fef2f2;
|
||||
color: #dc2626;
|
||||
font-size: 18px;
|
||||
line-height: 32px;
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
&__titles {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__sub {
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__x {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
height: 28px;
|
||||
width: 28px;
|
||||
border: 0;
|
||||
border-radius: 50%;
|
||||
background: transparent;
|
||||
color: #64748b;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #e2e8f0;
|
||||
}
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
height: 18px;
|
||||
width: 18px;
|
||||
}
|
||||
}
|
||||
|
||||
&__body {
|
||||
padding: 12px 14px;
|
||||
|
||||
textarea {
|
||||
width: 100%;
|
||||
padding: 7px 10px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 8px;
|
||||
font: inherit;
|
||||
font-size: 12px;
|
||||
resize: vertical;
|
||||
|
||||
&:focus {
|
||||
outline: 0;
|
||||
border-color: #0f4f3c;
|
||||
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
&__foot {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 8px;
|
||||
padding: 10px 14px;
|
||||
border-top: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
.vca-label {
|
||||
display: block;
|
||||
margin-bottom: 4px;
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.05em;
|
||||
text-transform: uppercase;
|
||||
color: #94a3b8;
|
||||
}
|
||||
+192
@@ -0,0 +1,192 @@
|
||||
/**
|
||||
* 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, TemplateRef, ViewChild, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { VoucherCorrection, VoucherCorrectionService } from '../voucher-correction.service';
|
||||
|
||||
type Kind = 'unpass' | 'correction';
|
||||
type KindFilter = 'ALL' | Kind;
|
||||
|
||||
/** One row of the approvals table: a request, and which of the two steps it is waiting at. */
|
||||
interface ApprovalRow {
|
||||
kind: Kind;
|
||||
request: VoucherCorrection;
|
||||
raisedBy: string | null;
|
||||
raisedAt: string | null;
|
||||
}
|
||||
|
||||
/**
|
||||
* Manager side of the voucher correction, laid out like the other approval tabs: approves or rejects the unpass of a
|
||||
* voucher, and later the correction entry the cashier made. Only the second approval moves money.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-voucher-correction-approvals',
|
||||
templateUrl: './voucher-correction-approvals.component.html',
|
||||
styleUrls: ['./voucher-correction-approvals.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatIconModule,
|
||||
MatSnackBarModule
|
||||
]
|
||||
})
|
||||
export class VoucherCorrectionApprovalsComponent implements OnInit {
|
||||
private service = inject(VoucherCorrectionService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
@ViewChild('rejectDialog') rejectDialog!: TemplateRef<unknown>;
|
||||
private dialogRef: MatDialogRef<unknown> | null = null;
|
||||
|
||||
all: ApprovalRow[] = [];
|
||||
loading = false;
|
||||
loaded = false;
|
||||
busyId: number | null = null;
|
||||
|
||||
kindFilter: KindFilter = 'ALL';
|
||||
searchTerm = '';
|
||||
|
||||
/** The row being rejected, and the reason typed for it. */
|
||||
rejecting: ApprovalRow | null = null;
|
||||
rejectReason = '';
|
||||
|
||||
readonly kindOptions: { value: KindFilter; label: string }[] = [
|
||||
{ value: 'ALL', label: 'All requests' },
|
||||
{ value: 'unpass', label: 'Unpass requests' },
|
||||
{ value: 'correction', label: 'Correction entries' }
|
||||
];
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.service
|
||||
.list('UNPASS_PENDING,CORRECTION_PENDING')
|
||||
.pipe(catchError(() => of([] as VoucherCorrection[])))
|
||||
.subscribe((rows) => {
|
||||
this.all = rows.map((r) =>
|
||||
r.status === 'UNPASS_PENDING'
|
||||
? { kind: 'unpass', request: r, raisedBy: r.unpass_by_name, raisedAt: r.unpass_at }
|
||||
: { kind: 'correction', request: r, raisedBy: r.correction_by_name, raisedAt: r.correction_at }
|
||||
);
|
||||
this.loading = false;
|
||||
this.loaded = true;
|
||||
});
|
||||
}
|
||||
|
||||
/** The table: the kind picked, narrowed by whatever is typed in the search box. */
|
||||
get rows(): ApprovalRow[] {
|
||||
const term = this.searchTerm.trim().toLowerCase();
|
||||
return this.all.filter((r) => {
|
||||
if (this.kindFilter !== 'ALL' && r.kind !== this.kindFilter) return false;
|
||||
if (!term) return true;
|
||||
const q = r.request;
|
||||
return [
|
||||
q.original_voucher_no,
|
||||
q.wrong_account_no,
|
||||
q.wrong_client_name,
|
||||
q.correct_account_no,
|
||||
q.correct_client_name,
|
||||
r.raisedBy
|
||||
].some((v) => (v ?? '').toLowerCase().includes(term));
|
||||
});
|
||||
}
|
||||
|
||||
get unpassCount(): number {
|
||||
return this.all.filter((r) => r.kind === 'unpass').length;
|
||||
}
|
||||
|
||||
get correctionCount(): number {
|
||||
return this.all.filter((r) => r.kind === 'correction').length;
|
||||
}
|
||||
|
||||
kindLabel(kind: Kind): string {
|
||||
return kind === 'unpass' ? 'Unpass' : 'Correction';
|
||||
}
|
||||
|
||||
formatDateTime(value: string | null): string {
|
||||
if (!value) return '—';
|
||||
const d = new Date(value);
|
||||
return isNaN(d.getTime())
|
||||
? value
|
||||
: d.toLocaleString('en-IN', { day: '2-digit', month: 'short', hour: '2-digit', minute: '2-digit' });
|
||||
}
|
||||
|
||||
approve(row: ApprovalRow): void {
|
||||
if (this.busyId) return;
|
||||
const id = row.request.id;
|
||||
this.busyId = id;
|
||||
const call = row.kind === 'unpass' ? this.service.approveUnpass(id) : this.service.approveCorrection(id);
|
||||
call.subscribe({
|
||||
next: (res: any) => {
|
||||
this.busyId = null;
|
||||
this.snackBar.open(
|
||||
row.kind === 'unpass'
|
||||
? `Voucher ${row.request.original_voucher_no} unpassed — the cashier can now enter the correct account`
|
||||
: `Corrected. New voucher ${res?.newVoucherNo ?? ''}`,
|
||||
'Close',
|
||||
{ duration: 6000 }
|
||||
);
|
||||
this.load();
|
||||
},
|
||||
error: (err) => {
|
||||
this.busyId = null;
|
||||
this.fail(err, 'Could not approve');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
startReject(row: ApprovalRow): void {
|
||||
this.rejecting = row;
|
||||
this.rejectReason = '';
|
||||
this.dialogRef = this.dialog.open(this.rejectDialog, { width: '440px', maxWidth: '95vw', autoFocus: false });
|
||||
this.dialogRef.afterClosed().subscribe(() => (this.rejecting = null));
|
||||
}
|
||||
|
||||
cancelReject(): void {
|
||||
this.dialogRef?.close();
|
||||
}
|
||||
|
||||
confirmReject(): void {
|
||||
if (!this.rejecting || !this.rejectReason.trim() || this.busyId) return;
|
||||
const row = this.rejecting;
|
||||
const id = row.request.id;
|
||||
this.busyId = id;
|
||||
const reason = this.rejectReason.trim();
|
||||
const call =
|
||||
row.kind === 'unpass' ? this.service.rejectUnpass(id, reason) : this.service.rejectCorrection(id, reason);
|
||||
call.subscribe({
|
||||
next: () => {
|
||||
this.busyId = null;
|
||||
this.dialogRef?.close();
|
||||
this.snackBar.open('Rejected', 'Close', { duration: 4000 });
|
||||
this.load();
|
||||
},
|
||||
error: (err) => {
|
||||
this.busyId = null;
|
||||
this.fail(err, 'Could not reject');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private fail(err: any, fallback: string): void {
|
||||
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
|
||||
this.snackBar.open(msg, 'Close', { duration: 8000 });
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,120 @@
|
||||
/**
|
||||
* 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, HttpParams } from '@angular/common/http';
|
||||
import { Observable } from 'rxjs';
|
||||
|
||||
/** One row of a voucher correction, as the server keeps it (snake_case columns). */
|
||||
export interface VoucherCorrection {
|
||||
id: number;
|
||||
original_voucher_no: string;
|
||||
original_txn_id: number;
|
||||
wrong_savings_account_id: number;
|
||||
wrong_account_no: string;
|
||||
wrong_client_name: string | null;
|
||||
amount: number;
|
||||
txn_date: string | null;
|
||||
status: 'UNPASS_PENDING' | 'UNPASSED' | 'UNPASS_REJECTED' | 'CORRECTION_PENDING' | 'COMPLETED' | 'CLOSED';
|
||||
reason: string | null;
|
||||
rejection_reason: string | null;
|
||||
unpass_by_name: string | null;
|
||||
unpass_at: string | null;
|
||||
unpass_approved_by_name: string | null;
|
||||
correct_account_no: string | null;
|
||||
correct_client_name: string | null;
|
||||
correction_by_name: string | null;
|
||||
correction_at: string | null;
|
||||
correction_approved_by_name: string | null;
|
||||
new_voucher_no: string | null;
|
||||
}
|
||||
|
||||
/** A cash deposit voucher of today that can still be unpassed. */
|
||||
export interface EligibleVoucher {
|
||||
voucherNo: string;
|
||||
amount: number;
|
||||
createdAt: string;
|
||||
cashier: string;
|
||||
txnId: number;
|
||||
savingsAccountId: number;
|
||||
accountNo: string;
|
||||
clientName: string | null;
|
||||
paymentType: string;
|
||||
}
|
||||
|
||||
/** What the server knows about a savings account typed in as the correct one. */
|
||||
export interface AccountLookup {
|
||||
id: number;
|
||||
accountNo: string;
|
||||
clientId: number | null;
|
||||
clientName: string | null;
|
||||
balance: number;
|
||||
currencyCode: string;
|
||||
canReceive: boolean;
|
||||
}
|
||||
|
||||
/** HTTP service for the voucher correction workflow: unpass, approve, re-enter, approve. */
|
||||
@Injectable({ providedIn: 'root' })
|
||||
export class VoucherCorrectionService {
|
||||
private http = inject(HttpClient);
|
||||
private readonly base = '/vouchers/corrections';
|
||||
|
||||
eligible(search?: string): Observable<EligibleVoucher[]> {
|
||||
let params = new HttpParams();
|
||||
if (search) params = params.set('search', search);
|
||||
return this.http.get<EligibleVoucher[]>(`${this.base}/eligible`, { params });
|
||||
}
|
||||
|
||||
unpass(voucherNo: string, reason: string): Observable<any> {
|
||||
return this.http.post(`${this.base}/unpass`, { voucherNo, reason });
|
||||
}
|
||||
|
||||
list(status?: string, mine = false): Observable<VoucherCorrection[]> {
|
||||
let params = new HttpParams().set('mine', String(mine));
|
||||
if (status) params = params.set('status', status);
|
||||
return this.http.get<VoucherCorrection[]>(this.base, { params });
|
||||
}
|
||||
|
||||
get(id: number): Observable<VoucherCorrection> {
|
||||
return this.http.get<VoucherCorrection>(`${this.base}/${id}`);
|
||||
}
|
||||
|
||||
accountLookup(accountNo: string): Observable<AccountLookup> {
|
||||
return this.http.get<AccountLookup>(`${this.base}/account-lookup`, { params: { accountNo } });
|
||||
}
|
||||
|
||||
submitCorrection(id: number, correctAccountNo: string): Observable<any> {
|
||||
return this.http.post(`${this.base}/${id}/correction`, { correctAccountNo });
|
||||
}
|
||||
|
||||
/** The cashier gives up the correction, e.g. when the wrong account no longer holds the money. */
|
||||
close(id: number, reason: string): Observable<any> {
|
||||
return this.http.post(`${this.base}/${id}/close`, { reason });
|
||||
}
|
||||
|
||||
approveUnpass(id: number): Observable<any> {
|
||||
return this.http.post(`${this.base}/${id}/unpass/approve`, {});
|
||||
}
|
||||
|
||||
rejectUnpass(id: number, reason: string): Observable<any> {
|
||||
return this.http.post(`${this.base}/${id}/unpass/reject`, { reason });
|
||||
}
|
||||
|
||||
approveCorrection(id: number): Observable<any> {
|
||||
return this.http.post(`${this.base}/${id}/correction/approve`, {});
|
||||
}
|
||||
|
||||
rejectCorrection(id: number, reason: string): Observable<any> {
|
||||
return this.http.post(`${this.base}/${id}/correction/reject`, { reason });
|
||||
}
|
||||
|
||||
/** Ids of the transactions of this account that a completed correction removed. */
|
||||
voidedTransactions(savingsAccountId: number): Observable<number[]> {
|
||||
return this.http.get<number[]>(`${this.base}/voided-transactions`, { params: { savingsAccountId } });
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,446 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="pg">
|
||||
<header class="pg-head">
|
||||
<div>
|
||||
<div class="pg-eyebrow">CASHIER · VOUCHER CORRECTION</div>
|
||||
<h1 class="pg-title">Voucher Correction</h1>
|
||||
<p class="pg-sub">
|
||||
Move a cash deposit that was posted to the wrong account. Nothing changes on any account until the final
|
||||
approval.
|
||||
</p>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<!-- The four steps, so it is always clear where a voucher is. -->
|
||||
<ol class="vc-steps">
|
||||
<li class="vc-step" [class.vc-step--on]="tab === 'today'">
|
||||
<span class="vc-step__no">1</span>
|
||||
<span class="vc-step__txt"><strong>Unpass</strong> the voucher</span>
|
||||
</li>
|
||||
<li class="vc-step">
|
||||
<span class="vc-step__no">2</span>
|
||||
<span class="vc-step__txt"><strong>Manager</strong> approves</span>
|
||||
</li>
|
||||
<li class="vc-step" [class.vc-step--on]="tab === 'unpassed'">
|
||||
<span class="vc-step__no">3</span>
|
||||
<span class="vc-step__txt">Enter the <strong>correct account</strong></span>
|
||||
</li>
|
||||
<li class="vc-step">
|
||||
<span class="vc-step__no">4</span>
|
||||
<span class="vc-step__txt"><strong>Manager</strong> approves, deposit moves</span>
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
<nav class="vc-tabs">
|
||||
@if (mayUnpass) {
|
||||
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'today'" (click)="setTab('today')">
|
||||
<mat-icon>receipt_long</mat-icon> Today's Vouchers
|
||||
</button>
|
||||
}
|
||||
@if (mayCorrect) {
|
||||
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'unpassed'" (click)="setTab('unpassed')">
|
||||
<mat-icon>edit_note</mat-icon> Unpassed — Correct Entry
|
||||
@if (unpassed.length) {
|
||||
<span class="vc-count">{{ unpassed.length }}</span>
|
||||
}
|
||||
</button>
|
||||
}
|
||||
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'mine'" (click)="setTab('mine')">
|
||||
<mat-icon>history</mat-icon> My Requests
|
||||
</button>
|
||||
</nav>
|
||||
|
||||
<!-- ─── Today's vouchers ─────────────────────────────────────────────── -->
|
||||
@if (tab === 'today') {
|
||||
<div class="vc-toolbar">
|
||||
<div class="vc-search">
|
||||
<mat-icon>search</mat-icon>
|
||||
<input
|
||||
type="text"
|
||||
placeholder="Search by voucher, account or customer name"
|
||||
[(ngModel)]="search"
|
||||
(keyup.enter)="loadVouchers()"
|
||||
/>
|
||||
</div>
|
||||
<button type="button" class="pg-btn pg-btn--primary" (click)="loadVouchers()">
|
||||
<mat-icon>search</mat-icon> Search
|
||||
</button>
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="search = ''; loadVouchers()">
|
||||
<mat-icon>refresh</mat-icon> Refresh
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="pg-card">
|
||||
<table class="pg-table vc-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Voucher</th>
|
||||
<th>Account</th>
|
||||
<th>Customer</th>
|
||||
<th>Mode</th>
|
||||
<th>Cashier</th>
|
||||
<th class="num">Amount</th>
|
||||
<th class="vc-col-action"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (v of vouchers; track v.voucherNo) {
|
||||
<tr [class.vc-row--on]="selectedVoucher?.voucherNo === v.voucherNo" (click)="pick(v)">
|
||||
<td>
|
||||
<span class="pg-chip">{{ v.voucherNo }}</span>
|
||||
</td>
|
||||
<td class="vc-mono">{{ v.accountNo }}</td>
|
||||
<td>{{ v.clientName || '—' }}</td>
|
||||
<td>{{ v.paymentType }}</td>
|
||||
<td>{{ v.cashier }}</td>
|
||||
<td class="num">₹{{ v.amount | number: '1.2-2' }}</td>
|
||||
<td class="vc-col-action">
|
||||
<button
|
||||
type="button"
|
||||
class="pg-btn pg-btn--ghost vc-btn-sm"
|
||||
(click)="pick(v); $event.stopPropagation()"
|
||||
>
|
||||
<mat-icon>undo</mat-icon> Unpass
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
@if (!vouchers.length) {
|
||||
<tr>
|
||||
<td colspan="7" class="vc-empty">
|
||||
<mat-icon>{{ loadingVouchers ? 'hourglass_empty' : 'inbox' }}</mat-icon>
|
||||
<div>{{ loadingVouchers ? 'Loading…' : 'No cash deposit voucher of today can be unpassed.' }}</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ─── Unpassed: enter the correct account ──────────────────────────── -->
|
||||
@if (tab === 'unpassed') {
|
||||
<div class="pg-card">
|
||||
<table class="pg-table vc-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Voucher</th>
|
||||
<th>Posted to</th>
|
||||
<th>Customer</th>
|
||||
<th>Reason</th>
|
||||
<th class="num">Amount</th>
|
||||
<th class="vc-col-action"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (u of unpassed; track u.id) {
|
||||
<tr [class.vc-row--on]="active?.id === u.id" (click)="open(u)">
|
||||
<td>
|
||||
<span class="pg-chip">{{ u.original_voucher_no }}</span>
|
||||
</td>
|
||||
<td class="vc-mono">{{ u.wrong_account_no }}</td>
|
||||
<td>{{ u.wrong_client_name || '—' }}</td>
|
||||
<td class="vc-clip">{{ u.reason }}</td>
|
||||
<td class="num">₹{{ u.amount | number: '1.2-2' }}</td>
|
||||
<td class="vc-col-action">
|
||||
<button
|
||||
type="button"
|
||||
class="pg-btn pg-btn--primary vc-btn-sm"
|
||||
(click)="open(u); $event.stopPropagation()"
|
||||
>
|
||||
<mat-icon>edit</mat-icon> Correct
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
@if (!unpassed.length) {
|
||||
<tr>
|
||||
<td colspan="6" class="vc-empty">
|
||||
<mat-icon>{{ loadingUnpassed ? 'hourglass_empty' : 'task_alt' }}</mat-icon>
|
||||
<div>
|
||||
{{ loadingUnpassed ? 'Loading…' : 'No unpassed voucher is waiting for its correct account.' }}
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ─── My requests ──────────────────────────────────────────────────── -->
|
||||
@if (tab === 'mine') {
|
||||
<div class="pg-card">
|
||||
<table class="pg-table vc-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Voucher</th>
|
||||
<th>Posted to</th>
|
||||
<th>Corrected to</th>
|
||||
<th class="num">Amount</th>
|
||||
<th>Status</th>
|
||||
<th>New voucher</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (m of mine; track m.id) {
|
||||
<tr>
|
||||
<td>
|
||||
<span class="pg-chip">{{ m.original_voucher_no }}</span>
|
||||
</td>
|
||||
<td class="vc-mono">{{ m.wrong_account_no }}</td>
|
||||
<td class="vc-mono">{{ m.correct_account_no || '—' }}</td>
|
||||
<td class="num">₹{{ m.amount | number: '1.2-2' }}</td>
|
||||
<td>
|
||||
<span class="vc-status vc-status--{{ m.status }}">{{ statusLabel[m.status] }}</span>
|
||||
@if (m.rejection_reason) {
|
||||
<div class="vc-note">{{ m.rejection_reason }}</div>
|
||||
}
|
||||
</td>
|
||||
<td>{{ m.new_voucher_no || '—' }}</td>
|
||||
</tr>
|
||||
}
|
||||
@if (!mine.length) {
|
||||
<tr>
|
||||
<td colspan="6" class="vc-empty">
|
||||
<mat-icon>{{ loadingMine ? 'hourglass_empty' : 'history' }}</mat-icon>
|
||||
<div>{{ loadingMine ? 'Loading…' : 'You have no voucher corrections yet.' }}</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- ─── Popup: unpass a voucher ──────────────────────────────────────────── -->
|
||||
<ng-template #unpassDialog>
|
||||
@if (selectedVoucher) {
|
||||
<div class="vc-dlg">
|
||||
<header class="vc-dlg__head">
|
||||
<mat-icon class="vc-dlg__ico">undo</mat-icon>
|
||||
<div class="vc-dlg__titles">
|
||||
<div class="vc-dlg__title">Unpass voucher</div>
|
||||
<div class="vc-dlg__sub vc-mono">{{ selectedVoucher.voucherNo }}</div>
|
||||
</div>
|
||||
<button type="button" class="vc-dlg__x" aria-label="Close" (click)="closeUnpass()">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="vc-dlg__body">
|
||||
<div class="vc-dlg__amount">
|
||||
<span>Deposit amount</span>
|
||||
<strong>₹{{ selectedVoucher.amount | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
|
||||
<div class="vc-grid">
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Voucher</div>
|
||||
<div class="vc-value vc-mono">{{ selectedVoucher.voucherNo }}</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Created</div>
|
||||
<div class="vc-value">{{ selectedVoucher.createdAt | date: 'dd MMM yyyy, hh:mm a' }}</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Cashier</div>
|
||||
<div class="vc-value">{{ selectedVoucher.cashier }}</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Mode</div>
|
||||
<div class="vc-value">{{ selectedVoucher.paymentType }}</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Account</div>
|
||||
<div class="vc-value vc-mono">{{ selectedVoucher.accountNo }}</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Customer</div>
|
||||
<div class="vc-value">{{ selectedVoucher.clientName || '—' }}</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Account balance now</div>
|
||||
<div class="vc-value">
|
||||
@if (voucherAccount) {
|
||||
₹{{ voucherAccount.balance | number: '1.2-2' }}
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Account status</div>
|
||||
<div class="vc-value">
|
||||
@if (voucherAccount) {
|
||||
{{ voucherAccount.canReceive ? 'Active' : 'Not active' }} · {{ voucherAccount.currencyCode }}
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<label class="vc-label" for="vc-reason">Reason for unpassing</label>
|
||||
<textarea
|
||||
id="vc-reason"
|
||||
class="vc-reason"
|
||||
rows="2"
|
||||
placeholder="Why is this voucher wrong? e.g. deposited in the wrong account (required)"
|
||||
[(ngModel)]="unpassReason"
|
||||
></textarea>
|
||||
|
||||
<div class="vc-info">
|
||||
<mat-icon>info</mat-icon>
|
||||
A manager approves the unpass first. Nothing changes on any account until the corrected entry is approved: the
|
||||
deposit stays on {{ selectedVoucher.accountNo }} till then.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<footer class="vc-dlg__foot">
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="closeUnpass()">Cancel</button>
|
||||
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!canUnpass" (click)="unpass()">
|
||||
<mat-icon>send</mat-icon> Send for approval
|
||||
</button>
|
||||
</footer>
|
||||
</div>
|
||||
}
|
||||
</ng-template>
|
||||
|
||||
<!-- ─── Popup: enter the correct account ─────────────────────────────────── -->
|
||||
<ng-template #correctionDialog>
|
||||
@if (active) {
|
||||
<div class="vc-dlg">
|
||||
<header class="vc-dlg__head">
|
||||
<mat-icon class="vc-dlg__ico">edit_note</mat-icon>
|
||||
<div class="vc-dlg__titles">
|
||||
<div class="vc-dlg__title">Correction entry</div>
|
||||
<div class="vc-dlg__sub vc-mono">{{ active.original_voucher_no }}</div>
|
||||
</div>
|
||||
<button type="button" class="vc-dlg__x" aria-label="Close" (click)="closeActive()">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="vc-dlg__body">
|
||||
<div class="vc-dlg__amount">
|
||||
<span>Amount to move</span>
|
||||
<strong>₹{{ active.amount | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
|
||||
<!-- Everything but the account number is fixed. -->
|
||||
<div class="vc-grid">
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Transaction date</div>
|
||||
<div class="vc-value">{{ active.txn_date || '—' }}</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Mode</div>
|
||||
<div class="vc-value">Cash</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Unpassed by</div>
|
||||
<div class="vc-value">{{ active.unpass_by_name || '—' }}</div>
|
||||
</div>
|
||||
<div class="vc-cell">
|
||||
<div class="vc-label">Approved by</div>
|
||||
<div class="vc-value">{{ active.unpass_approved_by_name || '—' }}</div>
|
||||
</div>
|
||||
<div class="vc-cell vc-cell--wide">
|
||||
<div class="vc-label">Reason</div>
|
||||
<div class="vc-value">{{ active.reason }}</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="vc-compare">
|
||||
<!-- The account the deposit went to -->
|
||||
<div class="vc-acct vc-acct--wrong">
|
||||
<div class="vc-acct__tag">Posted to (wrong)</div>
|
||||
<div class="vc-acct__no vc-mono">{{ active.wrong_account_no }}</div>
|
||||
<div class="vc-acct__name">{{ active.wrong_client_name || '—' }}</div>
|
||||
<div class="vc-acct__bal">
|
||||
Balance:
|
||||
@if (wrongAccount) {
|
||||
<strong>₹{{ wrongAccount.balance | number: '1.2-2' }}</strong>
|
||||
@if (wrongHasBalance) {
|
||||
<span class="vc-ok"><mat-icon>check_circle</mat-icon> covers the deposit</span>
|
||||
} @else {
|
||||
<span class="vc-bad"
|
||||
><mat-icon>cancel</mat-icon> does not cover ₹{{ active.amount | number: '1.2-2' }}</span
|
||||
>
|
||||
}
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<mat-icon class="vc-arrow">arrow_forward</mat-icon>
|
||||
|
||||
<!-- The account it should have gone to -->
|
||||
<div class="vc-acct" [class.vc-acct--ok]="correctOk" [class.vc-acct--wrong]="!!lookupError">
|
||||
<div class="vc-acct__tag">Correct account</div>
|
||||
<input
|
||||
id="vc-correct"
|
||||
class="vc-acct__input vc-mono"
|
||||
type="text"
|
||||
placeholder="Type the account number"
|
||||
[ngModel]="correctAccountNo"
|
||||
(ngModelChange)="onAccountInput($event)"
|
||||
(blur)="lookup()"
|
||||
/>
|
||||
@if (lookingUp) {
|
||||
<div class="vc-acct__bal">Looking up…</div>
|
||||
}
|
||||
@if (correctAccount) {
|
||||
<div class="vc-acct__name">{{ correctAccount.clientName || '—' }}</div>
|
||||
<div class="vc-acct__bal">
|
||||
Balance: <strong>₹{{ correctAccount.balance | number: '1.2-2' }}</strong>
|
||||
@if (correctOk) {
|
||||
<span class="vc-ok"><mat-icon>check_circle</mat-icon> active, can receive</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
@if (lookupError) {
|
||||
<div class="vc-bad vc-acct__err"><mat-icon>error</mat-icon> {{ lookupError }}</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (wrongAccount && !wrongHasBalance) {
|
||||
<div class="vc-warn">
|
||||
<mat-icon>warning</mat-icon>
|
||||
<div>
|
||||
<strong>The customer has already used this money,</strong> so it cannot be taken back from
|
||||
{{ active.wrong_account_no }}. Deposit ₹{{ active.amount | number: '1.2-2' }} into the correct account
|
||||
from your own pocket as a fresh deposit (Transaction Entry), then press <strong>Close request</strong>.
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<footer class="vc-dlg__foot">
|
||||
<button
|
||||
type="button"
|
||||
class="pg-btn pg-btn--ghost vc-dlg__close-req"
|
||||
[disabled]="sending"
|
||||
(click)="closeRequest()"
|
||||
>
|
||||
<mat-icon>block</mat-icon> Close request
|
||||
</button>
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="closeActive()">Cancel</button>
|
||||
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!canSave" (click)="save()">
|
||||
<mat-icon>check</mat-icon> Save & send for approval
|
||||
</button>
|
||||
</footer>
|
||||
</div>
|
||||
}
|
||||
</ng-template>
|
||||
@@ -0,0 +1,599 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
// Compact sizing: the page has to fit a 100% browser window without scrolling for the common case.
|
||||
.pg {
|
||||
padding: 14px 20px;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.pg-title {
|
||||
font-size: 20px;
|
||||
margin: 2px 0;
|
||||
}
|
||||
|
||||
.pg-sub {
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.pg-btn {
|
||||
height: 30px;
|
||||
padding: 0 12px;
|
||||
font-size: 12px;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
height: 16px;
|
||||
width: 16px;
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.45;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
}
|
||||
|
||||
.pg-table {
|
||||
font-size: 12px;
|
||||
|
||||
th {
|
||||
padding: 8px 12px;
|
||||
font-size: 10px;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 7px 12px;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Steps ───────────────────────────────────────────────────────────────────
|
||||
.vc-steps {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(170px, 1fr));
|
||||
gap: 8px;
|
||||
margin: 0;
|
||||
padding: 0;
|
||||
list-style: none;
|
||||
}
|
||||
|
||||
.vc-step {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
padding: 6px 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 10px;
|
||||
background: #fff;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
|
||||
&__no {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
flex: 0 0 20px;
|
||||
height: 20px;
|
||||
border-radius: 50%;
|
||||
background: #e2e8f0;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
&--on {
|
||||
border-color: #1f7a4d;
|
||||
background: #f0fdf4;
|
||||
color: #0f4f3c;
|
||||
|
||||
.vc-step__no {
|
||||
background: #1f7a4d;
|
||||
color: #fff;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// ── Tabs ────────────────────────────────────────────────────────────────────
|
||||
.vc-tabs {
|
||||
display: flex;
|
||||
gap: 2px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
.vc-tab {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 5px;
|
||||
padding: 7px 12px;
|
||||
margin-bottom: -1px;
|
||||
border: 0;
|
||||
border-bottom: 2px solid transparent;
|
||||
background: transparent;
|
||||
font: inherit;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #64748b;
|
||||
cursor: pointer;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
height: 16px;
|
||||
width: 16px;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
color: #0f4f3c;
|
||||
}
|
||||
|
||||
&--on {
|
||||
color: #0f4f3c;
|
||||
border-bottom-color: #1f7a4d;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-count {
|
||||
padding: 0 7px;
|
||||
border-radius: 999px;
|
||||
background: #f59e0b;
|
||||
color: #fff;
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
// ── Search ──────────────────────────────────────────────────────────────────
|
||||
.vc-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
.vc-search {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
flex: 1 1 280px;
|
||||
max-width: 420px;
|
||||
height: 30px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 999px;
|
||||
background: #fff;
|
||||
|
||||
&:focus-within {
|
||||
border-color: #1f7a4d;
|
||||
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
|
||||
}
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
height: 16px;
|
||||
width: 16px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
input {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
border: 0;
|
||||
outline: 0;
|
||||
background: transparent;
|
||||
font: inherit;
|
||||
font-size: 12px;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Table ───────────────────────────────────────────────────────────────────
|
||||
.vc-table {
|
||||
tbody tr {
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
tr.vc-row--on td {
|
||||
background: #f0fdf4;
|
||||
|
||||
&:first-child {
|
||||
box-shadow: inset 3px 0 0 #1f7a4d;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-col-action {
|
||||
width: 1%;
|
||||
text-align: right;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.vc-clip {
|
||||
max-width: 240px;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.pg-chip {
|
||||
font-size: 11px;
|
||||
padding: 2px 8px;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-btn-sm {
|
||||
height: 26px;
|
||||
padding: 0 10px;
|
||||
font-size: 11px;
|
||||
}
|
||||
|
||||
.vc-mono {
|
||||
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
|
||||
letter-spacing: 0.02em;
|
||||
}
|
||||
|
||||
.vc-empty {
|
||||
padding: 24px 12px;
|
||||
text-align: center;
|
||||
color: #94a3b8;
|
||||
font-size: 12px;
|
||||
|
||||
mat-icon {
|
||||
display: block;
|
||||
margin: 0 auto 4px;
|
||||
font-size: 28px;
|
||||
height: 28px;
|
||||
width: 28px;
|
||||
opacity: 0.6;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Popups ──────────────────────────────────────────────────────────────────
|
||||
.vc-dlg {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
max-height: 86vh;
|
||||
font-size: 12px;
|
||||
|
||||
&__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 10px 14px;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
}
|
||||
|
||||
&__ico {
|
||||
flex: 0 0 32px;
|
||||
height: 32px;
|
||||
width: 32px;
|
||||
border-radius: 9px;
|
||||
background: #f0fdf4;
|
||||
color: #1f7a4d;
|
||||
font-size: 18px;
|
||||
line-height: 32px;
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
&__titles {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__sub {
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__x {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
height: 28px;
|
||||
width: 28px;
|
||||
border: 0;
|
||||
border-radius: 50%;
|
||||
background: transparent;
|
||||
color: #64748b;
|
||||
cursor: pointer;
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
height: 18px;
|
||||
width: 18px;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
background: #e2e8f0;
|
||||
}
|
||||
}
|
||||
|
||||
&__body {
|
||||
padding: 12px 14px;
|
||||
overflow-y: auto;
|
||||
}
|
||||
|
||||
&__amount {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
justify-content: space-between;
|
||||
margin-bottom: 10px;
|
||||
padding: 8px 12px;
|
||||
border-radius: 10px;
|
||||
background: #ecfdf5;
|
||||
border: 1px solid #a7f3d0;
|
||||
color: #065f46;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
|
||||
strong {
|
||||
font-size: 18px;
|
||||
font-weight: 800;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
&__foot {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 8px;
|
||||
padding: 10px 14px;
|
||||
border-top: 1px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-warn {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 8px;
|
||||
margin-top: 10px;
|
||||
padding: 8px 12px;
|
||||
border-radius: 8px;
|
||||
background: #fffbeb;
|
||||
border: 1px solid #fde68a;
|
||||
color: #92400e;
|
||||
font-size: 11px;
|
||||
|
||||
mat-icon {
|
||||
flex: 0 0 18px;
|
||||
height: 18px;
|
||||
width: 18px;
|
||||
font-size: 18px;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-dlg__close-req {
|
||||
margin-right: auto;
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
.vc-label {
|
||||
display: block;
|
||||
margin-bottom: 3px;
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.05em;
|
||||
text-transform: uppercase;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
.vc-reason {
|
||||
width: 100%;
|
||||
padding: 7px 10px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 8px;
|
||||
font: inherit;
|
||||
font-size: 12px;
|
||||
resize: vertical;
|
||||
|
||||
&:focus {
|
||||
outline: 0;
|
||||
border-color: #1f7a4d;
|
||||
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
|
||||
}
|
||||
}
|
||||
|
||||
.vc-info {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 6px;
|
||||
margin-top: 8px;
|
||||
padding: 7px 10px;
|
||||
border-radius: 8px;
|
||||
background: #eff6ff;
|
||||
color: #1e40af;
|
||||
font-size: 11px;
|
||||
|
||||
mat-icon {
|
||||
flex: 0 0 16px;
|
||||
height: 16px;
|
||||
width: 16px;
|
||||
font-size: 16px;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(130px, 1fr));
|
||||
gap: 6px;
|
||||
margin-bottom: 10px;
|
||||
}
|
||||
|
||||
.vc-cell {
|
||||
padding: 6px 10px;
|
||||
border-radius: 8px;
|
||||
background: #f8fafc;
|
||||
border: 1px solid #eef2f7;
|
||||
}
|
||||
|
||||
.vc-cell--wide {
|
||||
grid-column: 1 / -1;
|
||||
}
|
||||
|
||||
.vc-value {
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #0f172a;
|
||||
word-break: break-word;
|
||||
}
|
||||
|
||||
// ── Wrong → Correct ─────────────────────────────────────────────────────────
|
||||
.vc-compare {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr auto 1fr;
|
||||
align-items: stretch;
|
||||
gap: 8px;
|
||||
|
||||
@media (width <= 640px) {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-arrow {
|
||||
align-self: center;
|
||||
color: #94a3b8;
|
||||
|
||||
@media (width <= 640px) {
|
||||
transform: rotate(90deg);
|
||||
justify-self: center;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-acct {
|
||||
padding: 10px 12px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 10px;
|
||||
background: #fff;
|
||||
|
||||
&--wrong {
|
||||
border-color: #fecaca;
|
||||
background: #fef2f2;
|
||||
}
|
||||
|
||||
&--ok {
|
||||
border-color: #a7f3d0;
|
||||
background: #ecfdf5;
|
||||
}
|
||||
|
||||
&__tag {
|
||||
margin-bottom: 4px;
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.05em;
|
||||
text-transform: uppercase;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__no {
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0f172a;
|
||||
}
|
||||
|
||||
&__input {
|
||||
width: 100%;
|
||||
height: 32px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 8px;
|
||||
background: #fff;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
|
||||
&:focus {
|
||||
outline: 0;
|
||||
border-color: #1f7a4d;
|
||||
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
|
||||
}
|
||||
}
|
||||
|
||||
&__name {
|
||||
margin-top: 4px;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #1e293b;
|
||||
}
|
||||
|
||||
&__bal {
|
||||
margin-top: 3px;
|
||||
font-size: 11px;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
&__err {
|
||||
margin-top: 6px;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-ok,
|
||||
.vc-bad {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 3px;
|
||||
margin-left: 6px;
|
||||
font-weight: 700;
|
||||
|
||||
mat-icon {
|
||||
font-size: 14px;
|
||||
height: 14px;
|
||||
width: 14px;
|
||||
}
|
||||
}
|
||||
|
||||
.vc-ok {
|
||||
color: #059669;
|
||||
}
|
||||
|
||||
.vc-bad {
|
||||
color: #dc2626;
|
||||
}
|
||||
|
||||
.vc-note {
|
||||
margin-top: 3px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
// ── Status ──────────────────────────────────────────────────────────────────
|
||||
.vc-status {
|
||||
display: inline-block;
|
||||
padding: 2px 8px;
|
||||
border-radius: 999px;
|
||||
background: #e2e8f0;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
|
||||
&--UNPASS_PENDING,
|
||||
&--CORRECTION_PENDING {
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
}
|
||||
|
||||
&--UNPASSED {
|
||||
background: #dbeafe;
|
||||
color: #1e40af;
|
||||
}
|
||||
|
||||
&--COMPLETED {
|
||||
background: #d1fae5;
|
||||
color: #065f46;
|
||||
}
|
||||
|
||||
&--CLOSED {
|
||||
background: #f1f5f9;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
&--UNPASS_REJECTED {
|
||||
background: #fee2e2;
|
||||
color: #991b1b;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,307 @@
|
||||
/**
|
||||
* 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, TemplateRef, ViewChild, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { AuthenticationService } from '../../core/authentication/authentication.service';
|
||||
import {
|
||||
AccountLookup,
|
||||
EligibleVoucher,
|
||||
VoucherCorrection,
|
||||
VoucherCorrectionService
|
||||
} from '../voucher-correction.service';
|
||||
|
||||
type Tab = 'today' | 'unpassed' | 'mine';
|
||||
|
||||
/**
|
||||
* Cashier side of correcting a cash deposit that went to the wrong account.
|
||||
*
|
||||
* Today vouchers: pick the voucher and unpass it (needs a manager approval; nothing moves).
|
||||
* Unpassed: open the approved voucher, whose details are fixed, change only the account number and save
|
||||
* (needs a manager approval again; only then do the accounts change).
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-voucher-correction',
|
||||
templateUrl: './voucher-correction.component.html',
|
||||
styleUrls: [
|
||||
'../cashier-shared.scss',
|
||||
'./voucher-correction.component.scss'
|
||||
],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule,
|
||||
MatDialogModule,
|
||||
MatSnackBarModule
|
||||
]
|
||||
})
|
||||
export class VoucherCorrectionComponent implements OnInit {
|
||||
private service = inject(VoucherCorrectionService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
private dialog = inject(MatDialog);
|
||||
private auth = inject(AuthenticationService);
|
||||
|
||||
/** Unpassing is for the back office (an administrator or a clerk); re-entering the account is the cashier only. */
|
||||
readonly mayUnpass = this.auth.isClerkUser() || !!this.auth.getCredentials()?.permissions?.includes('ALL_FUNCTIONS');
|
||||
readonly mayCorrect = this.auth.isCashierUser();
|
||||
|
||||
@ViewChild('unpassDialog') unpassDialog!: TemplateRef<unknown>;
|
||||
@ViewChild('correctionDialog') correctionDialog!: TemplateRef<unknown>;
|
||||
private dialogRef: MatDialogRef<unknown> | null = null;
|
||||
|
||||
tab: Tab = this.mayUnpass ? 'today' : this.mayCorrect ? 'unpassed' : 'mine';
|
||||
|
||||
// Today vouchers
|
||||
search = '';
|
||||
vouchers: EligibleVoucher[] = [];
|
||||
loadingVouchers = false;
|
||||
selectedVoucher: EligibleVoucher | null = null;
|
||||
/** The account the voucher was posted to, for the balance and status shown in the popup. */
|
||||
voucherAccount: AccountLookup | null = null;
|
||||
unpassReason = '';
|
||||
sending = false;
|
||||
|
||||
// Unpassed vouchers waiting for the correct account
|
||||
unpassed: VoucherCorrection[] = [];
|
||||
loadingUnpassed = false;
|
||||
active: VoucherCorrection | null = null;
|
||||
wrongAccount: AccountLookup | null = null;
|
||||
correctAccountNo = '';
|
||||
correctAccount: AccountLookup | null = null;
|
||||
lookupError = '';
|
||||
lookingUp = false;
|
||||
|
||||
// The cashier own requests
|
||||
mine: VoucherCorrection[] = [];
|
||||
loadingMine = false;
|
||||
|
||||
readonly statusLabel: Record<string, string> = {
|
||||
UNPASS_PENDING: 'Unpass awaiting approval',
|
||||
UNPASSED: 'Unpassed — enter correct account',
|
||||
UNPASS_REJECTED: 'Unpass rejected',
|
||||
CORRECTION_PENDING: 'Correction awaiting approval',
|
||||
COMPLETED: 'Corrected',
|
||||
CLOSED: 'Closed — cashier deposits separately'
|
||||
};
|
||||
|
||||
ngOnInit(): void {
|
||||
if (this.mayUnpass) this.loadVouchers();
|
||||
if (this.mayCorrect) this.loadUnpassed();
|
||||
if (this.tab === 'mine') this.loadMine();
|
||||
}
|
||||
|
||||
setTab(tab: Tab): void {
|
||||
this.tab = tab;
|
||||
if (tab === 'today') this.loadVouchers();
|
||||
if (tab === 'unpassed') this.loadUnpassed();
|
||||
if (tab === 'mine') this.loadMine();
|
||||
}
|
||||
|
||||
// ── Today vouchers ─────────────────────────────────────────────────────────
|
||||
|
||||
loadVouchers(): void {
|
||||
this.loadingVouchers = true;
|
||||
this.service
|
||||
.eligible(this.search.trim())
|
||||
.pipe(catchError(() => of([] as EligibleVoucher[])))
|
||||
.subscribe((rows) => {
|
||||
this.vouchers = rows;
|
||||
this.loadingVouchers = false;
|
||||
if (this.selectedVoucher && !rows.some((r) => r.voucherNo === this.selectedVoucher?.voucherNo)) {
|
||||
this.selectedVoucher = null;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
pick(v: EligibleVoucher): void {
|
||||
this.selectedVoucher = v;
|
||||
this.unpassReason = '';
|
||||
this.voucherAccount = null;
|
||||
this.service
|
||||
.accountLookup(v.accountNo)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((a) => (this.voucherAccount = a));
|
||||
this.showDialog(this.unpassDialog, () => (this.selectedVoucher = null));
|
||||
}
|
||||
|
||||
closeUnpass(): void {
|
||||
this.dialogRef?.close();
|
||||
}
|
||||
|
||||
get canUnpass(): boolean {
|
||||
return !!this.selectedVoucher && this.unpassReason.trim().length > 0 && !this.sending;
|
||||
}
|
||||
|
||||
unpass(): void {
|
||||
if (!this.selectedVoucher || !this.canUnpass) return;
|
||||
this.sending = true;
|
||||
this.service.unpass(this.selectedVoucher.voucherNo, this.unpassReason.trim()).subscribe({
|
||||
next: () => {
|
||||
this.sending = false;
|
||||
this.snackBar.open(`Voucher ${this.selectedVoucher?.voucherNo} sent for unpass approval`, 'Close', {
|
||||
duration: 4000
|
||||
});
|
||||
this.dialogRef?.close();
|
||||
this.unpassReason = '';
|
||||
this.loadVouchers();
|
||||
},
|
||||
error: (err) => {
|
||||
this.sending = false;
|
||||
this.fail(err, 'Could not unpass the voucher');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// ── Unpassed vouchers: enter the correct account ───────────────────────────
|
||||
|
||||
loadUnpassed(): void {
|
||||
this.loadingUnpassed = true;
|
||||
this.service
|
||||
.list('UNPASSED')
|
||||
.pipe(catchError(() => of([] as VoucherCorrection[])))
|
||||
.subscribe((rows) => {
|
||||
this.unpassed = rows;
|
||||
this.loadingUnpassed = false;
|
||||
});
|
||||
}
|
||||
|
||||
open(row: VoucherCorrection): void {
|
||||
this.active = row;
|
||||
this.correctAccountNo = '';
|
||||
this.correctAccount = null;
|
||||
this.lookupError = '';
|
||||
this.wrongAccount = null;
|
||||
// The account the deposit went to: its balance is what the "can this be taken back" check reads.
|
||||
this.service
|
||||
.accountLookup(row.wrong_account_no)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((a) => (this.wrongAccount = a));
|
||||
this.showDialog(this.correctionDialog, () => (this.active = null));
|
||||
}
|
||||
|
||||
closeActive(): void {
|
||||
this.dialogRef?.close();
|
||||
}
|
||||
|
||||
onAccountInput(value: string): void {
|
||||
this.correctAccountNo = value;
|
||||
this.correctAccount = null;
|
||||
this.lookupError = '';
|
||||
// Same rule as the Transaction Entry screen: searches on its own once six characters are typed.
|
||||
if (value.trim().length >= 6) this.lookup();
|
||||
}
|
||||
|
||||
lookup(): void {
|
||||
const accountNo = this.correctAccountNo.trim();
|
||||
if (!accountNo || this.lookingUp) return;
|
||||
this.lookingUp = true;
|
||||
this.service.accountLookup(accountNo).subscribe({
|
||||
next: (a) => {
|
||||
this.lookingUp = false;
|
||||
// A late answer for a number no longer typed is dropped.
|
||||
if (accountNo !== this.correctAccountNo.trim()) return;
|
||||
this.correctAccount = a;
|
||||
if (this.active && a.id === this.active.wrong_savings_account_id) {
|
||||
this.lookupError = 'This is the account the deposit was already posted to.';
|
||||
} else if (!a.canReceive) {
|
||||
this.lookupError = 'This account is not active, so it cannot receive the deposit.';
|
||||
}
|
||||
},
|
||||
error: (err) => {
|
||||
this.lookingUp = false;
|
||||
this.lookupError = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Account not found.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** The wrong account still holds the deposit, so it can be taken back without overdrawing it. */
|
||||
get wrongHasBalance(): boolean {
|
||||
return !!this.wrongAccount && !!this.active && this.wrongAccount.balance >= this.active.amount;
|
||||
}
|
||||
|
||||
get correctOk(): boolean {
|
||||
return !!this.correctAccount && this.correctAccount.canReceive && !this.lookupError;
|
||||
}
|
||||
|
||||
get canSave(): boolean {
|
||||
return !!this.active && this.correctOk && this.wrongHasBalance && !this.sending;
|
||||
}
|
||||
|
||||
save(): void {
|
||||
if (!this.active || !this.canSave) return;
|
||||
this.sending = true;
|
||||
this.service.submitCorrection(this.active.id, this.correctAccountNo.trim()).subscribe({
|
||||
next: () => {
|
||||
this.sending = false;
|
||||
this.snackBar.open('Correction sent for approval', 'Close', { duration: 4000 });
|
||||
this.dialogRef?.close();
|
||||
this.loadUnpassed();
|
||||
},
|
||||
error: (err) => {
|
||||
this.sending = false;
|
||||
this.fail(err, 'Could not save the correction');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Gives up this correction. The usual reason is that the wrong account no longer holds the money, so the cashier
|
||||
* puts the amount into the right account from their own pocket as a fresh deposit instead.
|
||||
*/
|
||||
closeRequest(): void {
|
||||
if (!this.active || this.sending) return;
|
||||
const reason = this.wrongHasBalance
|
||||
? 'Closed by the cashier'
|
||||
: 'Wrong account no longer holds the amount; cashier deposits it into the correct account separately';
|
||||
this.sending = true;
|
||||
this.service.close(this.active.id, reason).subscribe({
|
||||
next: () => {
|
||||
this.sending = false;
|
||||
this.snackBar.open('Request closed', 'Close', { duration: 4000 });
|
||||
this.dialogRef?.close();
|
||||
this.loadUnpassed();
|
||||
},
|
||||
error: (err) => {
|
||||
this.sending = false;
|
||||
this.fail(err, 'Could not close the request');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// ── My requests ────────────────────────────────────────────────────────────
|
||||
|
||||
loadMine(): void {
|
||||
this.loadingMine = true;
|
||||
this.service
|
||||
.list(undefined, true)
|
||||
.pipe(catchError(() => of([] as VoucherCorrection[])))
|
||||
.subscribe((rows) => {
|
||||
this.mine = rows;
|
||||
this.loadingMine = false;
|
||||
});
|
||||
}
|
||||
|
||||
/** Opens one of the two popups; onClose runs however it is dismissed (button, backdrop or Esc). */
|
||||
private showDialog(template: TemplateRef<unknown>, onClose: () => void): void {
|
||||
this.dialogRef?.close();
|
||||
this.dialogRef = this.dialog.open(template, { width: '600px', maxWidth: '95vw', autoFocus: false });
|
||||
this.dialogRef.afterClosed().subscribe(onClose);
|
||||
}
|
||||
|
||||
private fail(err: any, fallback: string): void {
|
||||
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
|
||||
this.snackBar.open(msg, 'Close', { duration: 6000 });
|
||||
}
|
||||
}
|
||||
@@ -169,6 +169,7 @@
|
||||
<th>Debit</th>
|
||||
<th>Credit</th>
|
||||
<th class="num">Amount</th>
|
||||
<th>Correction</th>
|
||||
<th>User</th>
|
||||
<!-- Two dates, not one, on the system register.
|
||||
A voucher's timestamp is the minute it was written; the posting behind it carries
|
||||
@@ -217,6 +218,18 @@
|
||||
</td>
|
||||
}
|
||||
<td class="num">{{ row.amount | number: '1.2-2' }}</td>
|
||||
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
|
||||
<td>
|
||||
<mifosx-voucher-status
|
||||
[status]="row.voucherStatus"
|
||||
[revokedBy]="row.revokedByVoucherNo"
|
||||
[replaces]="row.replacesVoucherNo"
|
||||
[note]="row.correctionNote"
|
||||
></mifosx-voucher-status>
|
||||
@if (!row.voucherStatus || row.voucherStatus === 'ACTIVE') {
|
||||
<span class="vr-active">—</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ row.username || '—' }}</td>
|
||||
@if (systemOnly) {
|
||||
<td class="vr-ledgerdate" [class.vr-ledgerdate--prior]="row.postedAfterClose">
|
||||
|
||||
@@ -92,3 +92,8 @@
|
||||
text-transform: uppercase;
|
||||
color: #7c3aed;
|
||||
}
|
||||
|
||||
.vr-active {
|
||||
font-size: 11px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
@@ -14,6 +14,7 @@ import { MatIconModule } from '@angular/material/icon';
|
||||
import { catchError, of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
|
||||
|
||||
/**
|
||||
* Which side of the register a screen shows.
|
||||
@@ -26,6 +27,11 @@ export type VoucherSide = 'CR' | 'DR' | 'ALL';
|
||||
/** One voucher as the register shows it: the number, the two sides, and who raised it. */
|
||||
interface VoucherRow {
|
||||
voucherNo: string;
|
||||
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
|
||||
voucherStatus?: VoucherStatus;
|
||||
revokedByVoucherNo?: string | null;
|
||||
replacesVoucherNo?: string | null;
|
||||
correctionNote?: string | null;
|
||||
voucherType: string | null;
|
||||
amount: number | null;
|
||||
createdAt: string | null;
|
||||
@@ -82,7 +88,8 @@ interface VoucherReport {
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule
|
||||
MatIconModule,
|
||||
VoucherStatusComponent
|
||||
]
|
||||
})
|
||||
export class VoucherReportComponent implements OnInit {
|
||||
|
||||
@@ -0,0 +1,137 @@
|
||||
/**
|
||||
* 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, Input } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
|
||||
/** Where a voucher stands after a voucher correction. */
|
||||
export type VoucherStatus =
|
||||
| 'ACTIVE'
|
||||
| 'REVOKED'
|
||||
| 'UNPASS_PENDING'
|
||||
| 'UNPASSED'
|
||||
| 'CORRECTION_PENDING'
|
||||
| 'CORRECTED'
|
||||
| 'CLOSED'
|
||||
| null
|
||||
| undefined;
|
||||
|
||||
/**
|
||||
* A small badge saying whether a voucher was revoked, is under correction, or replaced another one.
|
||||
* Nothing is shown for an ordinary (active) voucher, so the registers read as before.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-voucher-status',
|
||||
standalone: true,
|
||||
imports: [CommonModule],
|
||||
template: `
|
||||
@if (label) {
|
||||
<span class="vs" [class]="'vs vs--' + status" [title]="hint">{{ label }}</span>
|
||||
@if (note) {
|
||||
<div class="vs-note">{{ note }}</div>
|
||||
}
|
||||
}
|
||||
`,
|
||||
styles: [
|
||||
`
|
||||
.vs {
|
||||
display: inline-block;
|
||||
margin-left: 6px;
|
||||
padding: 1px 8px;
|
||||
border-radius: 999px;
|
||||
background: #e2e8f0;
|
||||
color: #334155;
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
white-space: nowrap;
|
||||
vertical-align: middle;
|
||||
}
|
||||
|
||||
.vs-note {
|
||||
margin-top: 2px;
|
||||
max-width: 280px;
|
||||
font-size: 11px;
|
||||
line-height: 1.3;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.vs--REVOKED {
|
||||
background: #fee2e2;
|
||||
color: #991b1b;
|
||||
}
|
||||
|
||||
.vs--UNPASS_PENDING,
|
||||
.vs--CORRECTION_PENDING {
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
}
|
||||
|
||||
.vs--UNPASSED {
|
||||
background: #dbeafe;
|
||||
color: #1e40af;
|
||||
}
|
||||
|
||||
.vs--CLOSED {
|
||||
background: #f1f5f9;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.vs--CORRECTED {
|
||||
background: #d1fae5;
|
||||
color: #065f46;
|
||||
}
|
||||
`
|
||||
]
|
||||
})
|
||||
export class VoucherStatusComponent {
|
||||
@Input() status: VoucherStatus;
|
||||
/** The voucher that replaced this one, when it is revoked. */
|
||||
@Input() revokedBy: string | null | undefined;
|
||||
/** The voucher this one replaced, when it is the corrected one. */
|
||||
@Input() replaces: string | null | undefined;
|
||||
/** Why: the reason the voucher was unpassed, or why the correction was closed. */
|
||||
@Input() note: string | null | undefined;
|
||||
|
||||
get label(): string {
|
||||
switch (this.status) {
|
||||
case 'REVOKED':
|
||||
return this.revokedBy ? `Revoked → ${this.revokedBy}` : 'Revoked';
|
||||
case 'UNPASS_PENDING':
|
||||
return 'Unpass pending';
|
||||
case 'UNPASSED':
|
||||
return 'Unpassed';
|
||||
case 'CORRECTION_PENDING':
|
||||
return 'Correction pending';
|
||||
case 'CLOSED':
|
||||
return 'Closed — cashier deposits separately';
|
||||
case 'CORRECTED':
|
||||
return this.replaces ? `Corrected (replaces ${this.replaces})` : 'Corrected';
|
||||
default:
|
||||
return '';
|
||||
}
|
||||
}
|
||||
|
||||
get hint(): string {
|
||||
switch (this.status) {
|
||||
case 'REVOKED':
|
||||
return 'This voucher was revoked: its deposit was moved to another account and a new voucher replaced it.';
|
||||
case 'UNPASS_PENDING':
|
||||
return 'A manager has not yet approved unpassing this voucher.';
|
||||
case 'UNPASSED':
|
||||
return 'Unpassed: waiting for the cashier to enter the correct account.';
|
||||
case 'CORRECTION_PENDING':
|
||||
return 'The correct account is entered; waiting for a manager to approve.';
|
||||
case 'CLOSED':
|
||||
return 'The correction was closed by the cashier; the voucher stays as it was.';
|
||||
case 'CORRECTED':
|
||||
return 'This voucher was raised by a correction and replaces the earlier one.';
|
||||
default:
|
||||
return '';
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -321,7 +321,8 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
|
||||
this.availableFys = [...fys].sort().reverse();
|
||||
if (!this.availableFys.includes(this.fy)) {
|
||||
this.fy = this.availableFys[0] ?? this.declarations[0]?.fy ?? Object.keys(FY_TAX_CONFIG).sort().reverse()[0] ?? '';
|
||||
this.fy =
|
||||
this.availableFys[0] ?? this.declarations[0]?.fy ?? Object.keys(FY_TAX_CONFIG).sort().reverse()[0] ?? '';
|
||||
}
|
||||
}
|
||||
|
||||
@@ -367,9 +368,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
: 0;
|
||||
}
|
||||
// What was actually debited for this customer as deductee, wherever the savings account sits.
|
||||
this.actualTds = this.accountInputs
|
||||
.filter((a) => a.meta.tdsApplicable)
|
||||
.reduce((s, a) => s + a.meta.tdsDeducted, 0);
|
||||
this.actualTds = this.accountInputs.filter((a) => a.meta.tdsApplicable).reduce((s, a) => s + a.meta.tdsDeducted, 0);
|
||||
|
||||
if (!this.dateOfBirth || this.configMissing) {
|
||||
return;
|
||||
|
||||
@@ -131,6 +131,14 @@
|
||||
</svg>
|
||||
My Closure Requests
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item cashier-nav__item--sec"
|
||||
[class.cashier-nav__item--active]="currentUrl.includes('/clerk/voucher-correction')"
|
||||
[routerLink]="['/clerk/voucher-correction']"
|
||||
>
|
||||
<fa-icon icon="undo"></fa-icon>
|
||||
Voucher Correction
|
||||
</a>
|
||||
@if (clerkAccountLoaded) {
|
||||
<div class="cashier-nav__item-wrap">
|
||||
<a
|
||||
@@ -256,13 +264,6 @@
|
||||
>
|
||||
<fa-icon icon="exchange"></fa-icon> Cash Exchange
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/exchange-detail']"
|
||||
routerLinkActive="cashier-nav__item--active"
|
||||
>
|
||||
<fa-icon icon="globe"></fa-icon> Exchange Detail
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/inter-cashier']"
|
||||
@@ -270,13 +271,6 @@
|
||||
>
|
||||
<fa-icon icon="exchange-alt"></fa-icon> Inter-Cashier
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/excess-report']"
|
||||
routerLinkActive="cashier-nav__item--active"
|
||||
>
|
||||
<fa-icon icon="exclamation-circle"></fa-icon> Excess Report
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/cashier-position']"
|
||||
@@ -284,6 +278,13 @@
|
||||
>
|
||||
<fa-icon icon="wallet"></fa-icon> Position
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/reconciliation']"
|
||||
routerLinkActive="cashier-nav__item--active"
|
||||
>
|
||||
<fa-icon icon="balance-scale"></fa-icon> Reconciliation
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/cash-history']"
|
||||
@@ -294,6 +295,13 @@
|
||||
<a class="cashier-nav__item" [routerLink]="['/cashier/my-work']" routerLinkActive="cashier-nav__item--active">
|
||||
<fa-icon icon="user-check"></fa-icon> My Vouchers
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/voucher-correction']"
|
||||
routerLinkActive="cashier-nav__item--active"
|
||||
>
|
||||
<fa-icon icon="undo"></fa-icon> Voucher Correction
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/received-report']"
|
||||
@@ -308,13 +316,6 @@
|
||||
>
|
||||
<fa-icon icon="list"></fa-icon> Payment
|
||||
</a>
|
||||
<a
|
||||
class="cashier-nav__item"
|
||||
[routerLink]="['/cashier/closing-report']"
|
||||
routerLinkActive="cashier-nav__item--active"
|
||||
>
|
||||
<fa-icon icon="file-alt"></fa-icon> Closing Report
|
||||
</a>
|
||||
</nav>
|
||||
}
|
||||
}
|
||||
@@ -503,7 +504,8 @@
|
||||
[matMenuTriggerFor]="loanOriginationMenu"
|
||||
*mifosxHasPermission="'MENU_LOAN_ORIGINATION'"
|
||||
>
|
||||
<fa-icon icon="clipboard-check" class="ni-ico"></fa-icon>Loan Origination
|
||||
<fa-icon icon="clipboard-check" class="ni-ico"></fa-icon><span class="ni-full">Loan Origination</span
|
||||
><span class="ni-short">Loans</span>
|
||||
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
|
||||
</a>
|
||||
<a
|
||||
@@ -512,7 +514,8 @@
|
||||
(click)="glMenuOpen = !glMenuOpen; subLedgerOpen = false"
|
||||
*mifosxHasPermission="'MENU_GENERAL_LEDGER'"
|
||||
>
|
||||
<fa-icon icon="book-open" class="ni-ico"></fa-icon>General Ledger
|
||||
<fa-icon icon="book-open" class="ni-ico"></fa-icon><span class="ni-full">General Ledger</span
|
||||
><span class="ni-short">GL</span>
|
||||
<fa-icon [icon]="glMenuOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon>
|
||||
</a>
|
||||
<a
|
||||
@@ -521,7 +524,8 @@
|
||||
(click)="subLedgerOpen = !subLedgerOpen; glMenuOpen = false"
|
||||
*mifosxHasPermission="'MENU_SUB_LEDGER'"
|
||||
>
|
||||
<fa-icon icon="book" class="ni-ico"></fa-icon>Sub Ledger
|
||||
<fa-icon icon="book" class="ni-ico"></fa-icon><span class="ni-full">Sub Ledger</span
|
||||
><span class="ni-short">Sub GL</span>
|
||||
<fa-icon [icon]="subLedgerOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon>
|
||||
</a>
|
||||
</div>
|
||||
@@ -583,14 +587,16 @@
|
||||
[matMenuTriggerFor]="reconciliationMenu"
|
||||
*mifosxHasPermission="'MENU_CONFIG_WIZARD'"
|
||||
>
|
||||
<fa-icon icon="sync-alt" class="ni-ico"></fa-icon>Reconciliation
|
||||
<fa-icon icon="sync-alt" class="ni-ico"></fa-icon><span class="ni-full">Reconciliation</span
|
||||
><span class="ni-short">Recon</span>
|
||||
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
|
||||
</a>
|
||||
<a class="ni" tabindex="0" routerLink="/chequebook" *mifosxHasPermission="'MENU_CHEQUEBOOK'">
|
||||
<fa-icon icon="book" class="ni-ico"></fa-icon>Cheque Book
|
||||
</a>
|
||||
<a class="ni" tabindex="0" [matMenuTriggerFor]="letterMgmtMenu" *mifosxHasPermission="'MENU_LETTER_MGMT'">
|
||||
<fa-icon icon="envelope" class="ni-ico"></fa-icon>Documents Hub
|
||||
<fa-icon icon="envelope" class="ni-ico"></fa-icon><span class="ni-full">Documents Hub</span
|
||||
><span class="ni-short">Docs Hub</span>
|
||||
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
|
||||
</a>
|
||||
</div>
|
||||
@@ -617,77 +623,89 @@
|
||||
</button>
|
||||
</mat-menu>
|
||||
|
||||
<mat-menu #reportsMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
|
||||
<button mat-menu-item [routerLink]="['/branch-ops/account-register']" tabindex="0">
|
||||
<i class="fa fa-book menu-item-icon"></i> Account Register
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports']" tabindex="0">
|
||||
<i class="fa fa-th-list menu-item-icon"></i> All Reports
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Client']" tabindex="0">
|
||||
<i class="fa fa-user menu-item-icon"></i> Clients
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Loan']" tabindex="0">
|
||||
<i class="fa fa-credit-card menu-item-icon"></i> Loans
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Savings']" tabindex="0">
|
||||
<i class="fa fa-piggy-bank menu-item-icon"></i> Savings
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Fund']" tabindex="0">
|
||||
<i class="fa fa-hand-holding-usd menu-item-icon"></i> Funds
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Accounting']" tabindex="0">
|
||||
<i class="fa fa-calculator menu-item-icon"></i> Accounting
|
||||
</button>
|
||||
<mat-divider></mat-divider>
|
||||
<!-- Listed here as well as under Branch Ops: an officer looking for the day's figures reaches
|
||||
for Reports, and the same screen answers both. -->
|
||||
<button mat-menu-item routerLink="/branch-ops/day-book" tabindex="0">
|
||||
<i class="fa fa-book menu-item-icon"></i> Day Book & Officer Verification
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/branch-ops/end-of-day" tabindex="0">
|
||||
<i class="fa fa-clipboard-check menu-item-icon"></i> End of the Day Report
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/form-97-98" tabindex="0">
|
||||
<i class="fa fa-file-invoice menu-item-icon"></i> Form 97/98 Transaction Report
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/risk-review" tabindex="0">
|
||||
<i class="fa fa-user-shield menu-item-icon"></i> Risk Review Report
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/kyc-expiry" tabindex="0">
|
||||
<i class="fa fa-id-card menu-item-icon"></i> Re-KYC Expiry & Outreach
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/dormancy" tabindex="0">
|
||||
<i class="fa fa-hourglass-half menu-item-icon"></i> Inactive, Dormant & DEAF
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/savings-interest" tabindex="0">
|
||||
<i class="fa fa-percentage menu-item-icon"></i> Savings Interest Posted
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/interest-posting" tabindex="0">
|
||||
<i class="fa fa-clipboard-check menu-item-icon"></i> Interest Posting Reports
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/interest-posting-summary" tabindex="0">
|
||||
<i class="fa fa-table menu-item-icon"></i> Interest Posting Summary (Branch-wise)
|
||||
</button>
|
||||
<!--
|
||||
The Principal Officer clears flagged UNSC screenings here. It is not a runnable report,
|
||||
so it never shows up under the report categories above and had no nav entry at all.
|
||||
-->
|
||||
<button mat-menu-item routerLink="/reports/sanctions-logs" tabindex="0">
|
||||
<i class="fa fa-shield-alt menu-item-icon"></i> Sanctions Screening & Alerts
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/dip-lookups" tabindex="0">
|
||||
<i class="fa fa-satellite-dish menu-item-icon"></i> DIP / MNRL Mobile Lookups
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/tds-interest" tabindex="0">
|
||||
<i class="fa fa-percent menu-item-icon"></i> Deposit Interest & TDS
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
|
||||
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/bor" tabindex="0">
|
||||
<i class="fa fa-gavel menu-item-icon"></i> BOR Register — Share Capital
|
||||
</button>
|
||||
<mat-menu #reportsMenu="matMenu" class="reports-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid reports-grid" (click)="$event.stopPropagation()">
|
||||
<!-- Core Reports -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Core Reports</div>
|
||||
<button mat-menu-item [routerLink]="['/branch-ops/account-register']" tabindex="0">
|
||||
<i class="fa fa-book menu-item-icon"></i> Account Register
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports']" tabindex="0">
|
||||
<i class="fa fa-th-list menu-item-icon"></i> All Reports
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Client']" tabindex="0">
|
||||
<i class="fa fa-user menu-item-icon"></i> Clients
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Loan']" tabindex="0">
|
||||
<i class="fa fa-credit-card menu-item-icon"></i> Loans
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Savings']" tabindex="0">
|
||||
<i class="fa fa-piggy-bank menu-item-icon"></i> Savings
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Fund']" tabindex="0">
|
||||
<i class="fa fa-hand-holding-usd menu-item-icon"></i> Funds
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/reports', 'Accounting']" tabindex="0">
|
||||
<i class="fa fa-calculator menu-item-icon"></i> Accounting
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Operations & Interest -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Operations & Interest</div>
|
||||
<button mat-menu-item routerLink="/branch-ops/day-book" tabindex="0">
|
||||
<i class="fa fa-book menu-item-icon"></i> Day Book & Officer Verification
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/branch-ops/end-of-day" tabindex="0">
|
||||
<i class="fa fa-clipboard-check menu-item-icon"></i> End of the Day Report
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/savings-interest" tabindex="0">
|
||||
<i class="fa fa-percentage menu-item-icon"></i> Savings Interest Posted
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/interest-posting" tabindex="0">
|
||||
<i class="fa fa-clipboard-check menu-item-icon"></i> Interest Posting Reports
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/fd-interest-posting" tabindex="0">
|
||||
<i class="fa fa-clipboard-check menu-item-icon"></i> FD Interest Posting Reports
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/interest-posting-summary" tabindex="0">
|
||||
<i class="fa fa-table menu-item-icon"></i> Interest Posting Summary (Branch-wise)
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/tds-interest" tabindex="0">
|
||||
<i class="fa fa-percent menu-item-icon"></i> Deposit Interest & TDS
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Compliance & Registers -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Compliance & Registers</div>
|
||||
<button mat-menu-item routerLink="/reports/form-97-98" tabindex="0">
|
||||
<i class="fa fa-file-invoice menu-item-icon"></i> Form 97/98 Transaction Report
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/risk-review" tabindex="0">
|
||||
<i class="fa fa-user-shield menu-item-icon"></i> Risk Review Report
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/kyc-expiry" tabindex="0">
|
||||
<i class="fa fa-id-card menu-item-icon"></i> Re-KYC Expiry & Outreach
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/dormancy" tabindex="0">
|
||||
<i class="fa fa-hourglass-half menu-item-icon"></i> Inactive, Dormant & DEAF
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/sanctions-logs" tabindex="0">
|
||||
<i class="fa fa-shield-alt menu-item-icon"></i> Sanctions Screening & Alerts
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/dip-lookups" tabindex="0">
|
||||
<i class="fa fa-satellite-dish menu-item-icon"></i> DIP / MNRL Mobile Lookups
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
|
||||
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/bor" tabindex="0">
|
||||
<i class="fa fa-gavel menu-item-icon"></i> BOR Register — Share Capital
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<!-- Admin Mega Menu — 3-column rectangular panel grouping Setup,
|
||||
@@ -897,7 +915,11 @@
|
||||
(click)="subLedgerOpen = false"
|
||||
><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
|
||||
>
|
||||
<a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('Locker Entry')" (click)="subLedgerOpen = false"
|
||||
<a
|
||||
class="gl-link"
|
||||
[class.hidden]="!matchesSubLedgerSearch('Locker Entry')"
|
||||
routerLink="/locker"
|
||||
(click)="subLedgerOpen = false"
|
||||
><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
|
||||
>
|
||||
<a
|
||||
@@ -1060,121 +1082,143 @@
|
||||
<!-- Sub Menu Dropdowns -->
|
||||
<!-- Branch-level operations. Starts with the day register; other branch-wide controls belong
|
||||
here rather than under Cashier, which is one role's workspace. -->
|
||||
<mat-menu #branchOpsMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-register']">
|
||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Day Open / Day Close
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/missed-close']">
|
||||
<fa-icon icon="exclamation-triangle" class="menu-item-icon"></fa-icon> Missed Close Register
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/vault-position']">
|
||||
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Vault Position
|
||||
</button>
|
||||
<!-- The day book carries the Officer Verification Sheet — each person's credit, debit and net
|
||||
for the day. It was reachable only from the Clerk and Cashier menus, which is the one
|
||||
place a principal officer signing the day off does not look. -->
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-book']">
|
||||
<fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book & Verification
|
||||
</button>
|
||||
<!-- The signed sheet, as against the day book's working list: the day's modes, the drawer
|
||||
against the books, and what is still open. This is what goes in the file. -->
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/end-of-day']">
|
||||
<fa-icon icon="clipboard-check" class="menu-item-icon"></fa-icon> End of the Day Report
|
||||
</button>
|
||||
<mat-menu #branchOpsMenu="matMenu" class="branch-ops-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid branch-ops-grid" (click)="$event.stopPropagation()">
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Day Operations</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-register']">
|
||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Day Open / Day Close
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/missed-close']">
|
||||
<fa-icon icon="exclamation-triangle" class="menu-item-icon"></fa-icon> Missed Close Register
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/vault-position']">
|
||||
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Vault Position
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/branch-position']">
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Branch Cash Position
|
||||
</button>
|
||||
</div>
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Verification & Reports</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-book']">
|
||||
<fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book & Verification
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/end-of-day']">
|
||||
<fa-icon icon="clipboard-check" class="menu-item-icon"></fa-icon> End of the Day Report
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<!-- Clerk was a bare link straight into the fullscreen dashboard, which left the clerk's other
|
||||
screens reachable only from inside that fullscreen nav. Anything a clerk needs from the
|
||||
normal shell — an open voucher exception above all — belongs here. -->
|
||||
<mat-menu #clerkMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
|
||||
<button mat-menu-item tabindex="0" routerLink="/clerk/dashboard" (click)="hideShellLayout = true">
|
||||
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Clerk Dashboard
|
||||
</button>
|
||||
<!-- The clerk reads the day as a sheet to sign off, not as a working list of vouchers: the
|
||||
day's summary, the counter counted against the books, and what is still open. The day
|
||||
book's own row-by-row view stays reachable from Branch Ops and from the Cashier menu. -->
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/end-of-day']">
|
||||
<fa-icon icon="clipboard-check" class="menu-item-icon"></fa-icon> End of the Day Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/withdrawal-requests']">
|
||||
<fa-icon icon="money-bill-wave" class="menu-item-icon"></fa-icon> My Withdrawal Requests
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/my-disbursement-requests']">
|
||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Disbursements & Transfer
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/dividend-dashboard']">
|
||||
<fa-icon icon="chart-pie" class="menu-item-icon"></fa-icon> Dividend Dashboard
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/my-work']">
|
||||
<fa-icon icon="user-check" class="menu-item-icon"></fa-icon> My Vouchers
|
||||
</button>
|
||||
<!-- Sits under My Vouchers because it answers the same question for the one worker who has no
|
||||
own list: the system. A nightly run belongs to nobody, so it appears on no person's page. -->
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/system-vouchers']">
|
||||
<fa-icon icon="robot" class="menu-item-icon"></fa-icon> System Vouchers
|
||||
</button>
|
||||
<!-- A clerk supervises the counter, so they need to see what each cashier is holding and what
|
||||
went through their drawer. Both screens already return every cashier for a non-cashier
|
||||
caller (CashierRoleHelper scopes only a cashier to themselves) — they were simply not
|
||||
reachable from this menu. -->
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cashier-position']">
|
||||
<fa-icon icon="wallet" class="menu-item-icon"></fa-icon> Cashier Position
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/closing-report']">
|
||||
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Closing Cash Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/received-report']">
|
||||
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Received Vouchers
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/payment-report']">
|
||||
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Payment Vouchers
|
||||
</button>
|
||||
<!-- Clerk Desk -->
|
||||
<mat-menu #clerkMenu="matMenu" class="clerk-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid clerk-grid" (click)="$event.stopPropagation()">
|
||||
<!-- Clerk Desk -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Clerk Desk</div>
|
||||
<button mat-menu-item tabindex="0" routerLink="/clerk/dashboard" (click)="hideShellLayout = true">
|
||||
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Clerk Dashboard
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/withdrawal-requests']">
|
||||
<fa-icon icon="money-bill-wave" class="menu-item-icon"></fa-icon> My Withdrawal Requests
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/my-disbursement-requests']">
|
||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Disbursements & Transfer
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/dividend-dashboard']">
|
||||
<fa-icon icon="chart-pie" class="menu-item-icon"></fa-icon> Dividend Dashboard
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Vouchers -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Vouchers</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/my-work']">
|
||||
<fa-icon icon="user-check" class="menu-item-icon"></fa-icon> My Vouchers
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/system-vouchers']">
|
||||
<fa-icon icon="robot" class="menu-item-icon"></fa-icon> System Vouchers
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/received-report']">
|
||||
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Received Vouchers
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/payment-report']">
|
||||
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Payment Vouchers
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Counter & Reports -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Counter & Reports</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cashier-position']">
|
||||
<fa-icon icon="wallet" class="menu-item-icon"></fa-icon> Cashier Position
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/closing-report']">
|
||||
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Closing Cash Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/end-of-day']">
|
||||
<fa-icon icon="clipboard-check" class="menu-item-icon"></fa-icon> End of the Day Report
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<mat-menu #cashierMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-exchange']">
|
||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Cash Exchange Entry
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/system/denomination-master']">
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Cash Denomination
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/closing-report']">
|
||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Closing Cash Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/exchange-detail']">
|
||||
<fa-icon icon="globe" class="menu-item-icon"></fa-icon> Currency Exchange Detail
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-transfer']">
|
||||
<fa-icon icon="random" class="menu-item-icon"></fa-icon> Cash Transfer
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/excess-report']">
|
||||
<fa-icon icon="exclamation-circle" class="menu-item-icon"></fa-icon> Excess Transaction Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-settlement']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Cash Settlement
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/inter-cashier']">
|
||||
<fa-icon icon="exchange-alt" class="menu-item-icon"></fa-icon> Inter-Cashier Transfer
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cashier-position']">
|
||||
<fa-icon icon="wallet" class="menu-item-icon"></fa-icon> Cashier Position
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/reconciliation']">
|
||||
<fa-icon icon="balance-scale" class="menu-item-icon"></fa-icon> Reconciliation
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-history']">
|
||||
<fa-icon icon="history" class="menu-item-icon"></fa-icon> Cash History
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/day-book']">
|
||||
<fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/transaction-entry']">
|
||||
<fa-icon icon="keyboard" class="menu-item-icon"></fa-icon> Transaction Entry
|
||||
</button>
|
||||
<!-- Cashier Desk -->
|
||||
<mat-menu #cashierMenu="matMenu" class="cashier-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid cashier-grid" (click)="$event.stopPropagation()">
|
||||
<!-- Cash Entries & Exchange -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Cash & Counter</div>
|
||||
<!-- Cash Exchange, Currency Exchange Detail, Inter-Cashier Transfer and Reconciliation are not
|
||||
here: they move or count notes in one cashier's own drawer, so only the cashier who is logged
|
||||
in does them, from the cashier screen. -->
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/transaction-entry']">
|
||||
<fa-icon icon="keyboard" class="menu-item-icon"></fa-icon> Transaction Entry
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/system/denomination-master']">
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Cash Denomination
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/voucher-correction']">
|
||||
<fa-icon icon="undo" class="menu-item-icon"></fa-icon> Voucher Correction
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Transfers & Settlement -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Transfers & Settlement</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-transfer']">
|
||||
<fa-icon icon="random" class="menu-item-icon"></fa-icon> Cash Transfer
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-settlement']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Cash Settlement
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cashier-position']">
|
||||
<fa-icon icon="wallet" class="menu-item-icon"></fa-icon> Cashier Position
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/day-book']">
|
||||
<fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Reports & Audit -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Reports & Audit</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/closing-report']">
|
||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Closing Cash Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/excess-report']">
|
||||
<fa-icon icon="exclamation-circle" class="menu-item-icon"></fa-icon> Excess Transaction Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-history']">
|
||||
<fa-icon icon="history" class="menu-item-icon"></fa-icon> Cash History
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<mat-menu #depositsMenu="matMenu" class="deposits-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid" (click)="$event.stopPropagation()">
|
||||
<div class="deposit-menu-grid deposits-grid" (click)="$event.stopPropagation()">
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Accounts</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/savings']">
|
||||
@@ -1189,14 +1233,29 @@
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
|
||||
<fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds']" (click)="depositsMenu.closed.emit()">
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Party Master
|
||||
</button>
|
||||
<button
|
||||
mat-menu-item
|
||||
tabindex="0"
|
||||
[routerLink]="['/accounts/dds-accounts']"
|
||||
(click)="depositsMenu.closed.emit()"
|
||||
>
|
||||
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> DDS Accounts
|
||||
</button>
|
||||
</div>
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Agent</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button
|
||||
mat-menu-item
|
||||
tabindex="0"
|
||||
[routerLink]="['/accounts/dds-collection']"
|
||||
(click)="depositsMenu.closed.emit()"
|
||||
>
|
||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
@@ -1211,6 +1270,14 @@
|
||||
</div>
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Reports</div>
|
||||
<button
|
||||
mat-menu-item
|
||||
tabindex="0"
|
||||
[routerLink]="['/accounts/dds-reports']"
|
||||
(click)="depositsMenu.closed.emit()"
|
||||
>
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Reports
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/savings-daily-interest']">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
|
||||
</button>
|
||||
@@ -1239,34 +1306,54 @@
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<mat-menu #clearingMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/inward']">
|
||||
<fa-icon icon="arrow-left" class="menu-item-icon"></fa-icon> Inward Clearing (CTS)
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/outward']">
|
||||
<fa-icon icon="arrow-right" class="menu-item-icon"></fa-icon> Outward Clearing (CTS)
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/positive-pay']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Positive Pay (PPS)
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/settlement']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Settlement
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/reconciliation']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Reconciliation
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/nachclearing']">
|
||||
<fa-icon icon="money-check" class="menu-item-icon"></fa-icon> NACH Clearing
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="arrow-right" class="menu-item-icon"></fa-icon> Outward</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="arrow-left" class="menu-item-icon"></fa-icon> Inward</button>
|
||||
<button mat-menu-item [routerLink]="['/sponsor-dd/inventory']" tabindex="0">
|
||||
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Sponsor DD Inventory
|
||||
</button>
|
||||
<mat-menu #clearingMenu="matMenu" class="clearing-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid clearing-grid" (click)="$event.stopPropagation()">
|
||||
<!-- CTS Clearing -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">CTS Clearing</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/inward']">
|
||||
<fa-icon icon="arrow-left" class="menu-item-icon"></fa-icon> Inward Clearing (CTS)
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/outward']">
|
||||
<fa-icon icon="arrow-right" class="menu-item-icon"></fa-icon> Outward Clearing (CTS)
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/positive-pay']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Positive Pay (PPS)
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Settlement & Recon -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Settlement & Recon</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/settlement']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Settlement
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/reconciliation']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Reconciliation
|
||||
</button>
|
||||
<button mat-menu-item [routerLink]="['/sponsor-dd/inventory']" tabindex="0">
|
||||
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Sponsor DD Inventory
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- NACH & Other -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">NACH & Direct</div>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/nachclearing']">
|
||||
<fa-icon icon="money-check" class="menu-item-icon"></fa-icon> NACH Clearing
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="arrow-right" class="menu-item-icon"></fa-icon> Outward
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="arrow-left" class="menu-item-icon"></fa-icon> Inward
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<mat-menu #hrmMenu="matMenu" class="hrm-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid" (click)="$event.stopPropagation()">
|
||||
<div class="deposit-menu-grid hrm-grid" (click)="$event.stopPropagation()">
|
||||
<!-- Payroll -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Payroll</div>
|
||||
@@ -1411,7 +1498,9 @@
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker</button>
|
||||
<button mat-menu-item routerLink="/locker" tabindex="0">
|
||||
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/investment/bonds" tabindex="0">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
|
||||
</button>
|
||||
@@ -1573,23 +1662,33 @@
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<mat-menu #ckycMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
|
||||
<button mat-menu-item routerLink="/ckyc" tabindex="0">
|
||||
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> CKYC Management
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('REKYC')">
|
||||
<fa-icon icon="sync-alt" class="menu-item-icon" style="color: #be185d"></fa-icon> Re-KYC Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('RISK-REVIEW')">
|
||||
<fa-icon icon="history" class="menu-item-icon" style="color: #be185d"></fa-icon> Risk Review
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('CERSAI')">
|
||||
<fa-icon icon="shield-alt" class="menu-item-icon" style="color: #be185d"></fa-icon> CERSAI Report
|
||||
</button>
|
||||
<mat-divider></mat-divider>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="database" class="menu-item-icon" style="color: #be185d"></fa-icon> Dump KYC & Loan Data
|
||||
</button>
|
||||
<mat-menu #ckycMenu="matMenu" class="ckyc-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid ckyc-grid" (click)="$event.stopPropagation()">
|
||||
<!-- KYC Operations -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">KYC Operations</div>
|
||||
<button mat-menu-item routerLink="/ckyc" tabindex="0">
|
||||
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> CKYC Management
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="database" class="menu-item-icon" style="color: #be185d"></fa-icon> Dump KYC & Loan Data
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Reports & Screening -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Reports & Screening</div>
|
||||
<button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('REKYC')">
|
||||
<fa-icon icon="sync-alt" class="menu-item-icon" style="color: #be185d"></fa-icon> Re-KYC Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('RISK-REVIEW')">
|
||||
<fa-icon icon="history" class="menu-item-icon" style="color: #be185d"></fa-icon> Risk Review
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('CERSAI')">
|
||||
<fa-icon icon="shield-alt" class="menu-item-icon" style="color: #be185d"></fa-icon> CERSAI Report
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<!-- CFCFRMS — single landing page (CfcfrmsShell) hosts the full
|
||||
@@ -1607,11 +1706,11 @@
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/sundry-dr-cr">
|
||||
<fa-icon icon="random" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
Sundry Dr / Cr Reconciliation
|
||||
Sundry Dr / Cr
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/pnl-impact">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
P&L Impact Reconciliation
|
||||
P&L Impact
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/gl-reconciliation">
|
||||
<fa-icon icon="book-open" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
@@ -1619,11 +1718,11 @@
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/fixed-assets">
|
||||
<fa-icon icon="cube" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
Fixed Assets Reconciliation
|
||||
Fixed Assets
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/inter-company">
|
||||
<fa-icon icon="sitemap" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
Inter-Company Reconciliation
|
||||
Inter-Company
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@@ -1636,15 +1735,15 @@
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/api-bank-reco">
|
||||
<fa-icon icon="code-branch" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
API Based Bank Reconciliation
|
||||
API Bank Reco
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/neft-rtgs">
|
||||
<fa-icon icon="exchange" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
NEFT / RTGS Reconciliation
|
||||
NEFT / RTGS Reco
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/clearing-reco">
|
||||
<fa-icon icon="hand-holding-usd" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
Clearing Reconciliation
|
||||
Clearing Reco
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@@ -1657,11 +1756,11 @@
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/three-way-digital">
|
||||
<fa-icon icon="project-diagram" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
Three-way Digital Reconciliation
|
||||
Three-way Digital
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/nach-reco">
|
||||
<fa-icon icon="sync-alt" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
NACH Reconciliation
|
||||
NACH Reco
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@@ -1670,11 +1769,11 @@
|
||||
<div class="deposit-group-title">Instruments & Members</div>
|
||||
<button mat-menu-item [routerLink]="['/sponsor-dd-reconciliation']" tabindex="0">
|
||||
<fa-icon icon="money-check-alt" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
DD / Pay Order Reconciliation
|
||||
DD / Pay Order
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" routerLink="/reconciliation/share-member">
|
||||
<fa-icon icon="coins" class="menu-item-icon" style="color: #0d9488"></fa-icon>
|
||||
Share Member Reconciliation
|
||||
Share Member
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@@ -1850,46 +1949,68 @@
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<mat-menu #insuranceMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
|
||||
<button mat-menu-item routerLink="/dicgc" tabindex="0">
|
||||
<fa-icon icon="building" class="menu-item-icon" style="color: #c2410c"></fa-icon> DICGC
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="heart" class="menu-item-icon"></fa-icon> PMJBY</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="heart" class="menu-item-icon"></fa-icon> PMSBY</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="hand-holding-heart" class="menu-item-icon"></fa-icon> Indemnity
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="home" class="menu-item-icon"></fa-icon> Assets Insurance
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="laptop" class="menu-item-icon"></fa-icon> Cyber Insurance
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="university" class="menu-item-icon"></fa-icon> Bank Insurance
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Loan Insurance
|
||||
</button>
|
||||
<mat-menu #insuranceMenu="matMenu" class="insurance-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid insurance-grid" (click)="$event.stopPropagation()">
|
||||
<!-- Social & Policy Schemes -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Schemes & Social</div>
|
||||
<button mat-menu-item routerLink="/dicgc" tabindex="0">
|
||||
<fa-icon icon="building" class="menu-item-icon" style="color: #c2410c"></fa-icon> DICGC
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="heart" class="menu-item-icon"></fa-icon> PMJBY</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="heart" class="menu-item-icon"></fa-icon> PMSBY</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="hand-holding-heart" class="menu-item-icon"></fa-icon> Indemnity
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Institutional & Loans -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Institutional & Loans</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Loan Insurance
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="home" class="menu-item-icon"></fa-icon> Assets Insurance
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="laptop" class="menu-item-icon"></fa-icon> Cyber Insurance
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="university" class="menu-item-icon"></fa-icon> Bank Insurance
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<mat-menu #digitalMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
|
||||
<button mat-menu-item routerLink="/digital/neft-rtgs-report" tabindex="0">
|
||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> NEFT / RTGS
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/digital/imps-report" tabindex="0">
|
||||
<fa-icon icon="bolt" class="menu-item-icon"></fa-icon> IMPS
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/digital/upi-report" tabindex="0">
|
||||
<fa-icon icon="mobile-alt" class="menu-item-icon"></fa-icon> UPI Reports
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/digital/atm-pos-ecom" tabindex="0">
|
||||
<fa-icon icon="credit-card" class="menu-item-icon"></fa-icon> ATM / POS / ECOM Reports
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="sync" class="menu-item-icon"></fa-icon> NACH</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Mandate
|
||||
</button>
|
||||
<mat-menu #digitalMenu="matMenu" class="digital-mega-panel" [overlapTrigger]="false">
|
||||
<div class="deposit-menu-grid digital-grid" (click)="$event.stopPropagation()">
|
||||
<!-- Payment Systems -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Payments</div>
|
||||
<button mat-menu-item routerLink="/digital/neft-rtgs-report" tabindex="0">
|
||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> NEFT / RTGS
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/digital/imps-report" tabindex="0">
|
||||
<fa-icon icon="bolt" class="menu-item-icon"></fa-icon> IMPS
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/digital/upi-report" tabindex="0">
|
||||
<fa-icon icon="mobile-alt" class="menu-item-icon"></fa-icon> UPI Reports
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Cards & Mandates -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Cards & Mandates</div>
|
||||
<button mat-menu-item routerLink="/digital/atm-pos-ecom" tabindex="0">
|
||||
<fa-icon icon="credit-card" class="menu-item-icon"></fa-icon> ATM / POS / ECOM Reports
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="sync" class="menu-item-icon"></fa-icon> NACH</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Mandate
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</mat-menu>
|
||||
|
||||
<!-- RBI Mega Menu -->
|
||||
|
||||
@@ -244,6 +244,44 @@ $color: #e2e4ec;
|
||||
}
|
||||
}
|
||||
|
||||
/*
|
||||
* The cashier's bar is meant to be one row at a normal window size: it carries about eleven items, and at
|
||||
* the usual padding the last one wrapped onto a second row. The items are tightened so they fit, and spread
|
||||
* across the row. As the window narrows they tighten further, then drop their icons, and only wrap in a very
|
||||
* narrow window. The clerk's bar (cashier-nav--clerk) has its own dropdowns and is left as it was.
|
||||
*/
|
||||
.cashier-nav:not(.cashier-nav--clerk) {
|
||||
flex-wrap: nowrap;
|
||||
justify-content: space-between;
|
||||
gap: 0;
|
||||
padding: 4px 8px;
|
||||
|
||||
.cashier-nav__item {
|
||||
flex: 0 0 auto;
|
||||
gap: 4px;
|
||||
padding: 5px 8px;
|
||||
font-size: 11.5px;
|
||||
}
|
||||
|
||||
@media (width <= 1240px) {
|
||||
.cashier-nav__item {
|
||||
padding: 5px 6px;
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 1120px) {
|
||||
.cashier-nav__item fa-icon {
|
||||
display: none;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
flex-wrap: wrap;
|
||||
justify-content: flex-start;
|
||||
}
|
||||
}
|
||||
|
||||
.sidenav {
|
||||
overflow-x: hidden;
|
||||
position: relative;
|
||||
@@ -266,7 +304,7 @@ $color: #e2e4ec;
|
||||
max-width: 100%;
|
||||
overflow-x: hidden;
|
||||
box-sizing: border-box;
|
||||
padding: 16px 28px;
|
||||
padding: 10px 18px;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -282,21 +320,15 @@ $gray-700: #334155;
|
||||
/* ============================================================
|
||||
Main header (top 2-row navigation)
|
||||
--------------------------------------------------------------
|
||||
Redesigned 2026 — clean, modern enterprise SaaS feel:
|
||||
• Both rows live on the same white surface separated only by a
|
||||
hairline; r2 has a barely-there blue-50 wash so frequent vs
|
||||
secondary menus read at a glance without dark/light contrast.
|
||||
• Items are now equal-width "tabs" with NO vertical dividers
|
||||
between them (the old cell borders made it look spreadsheet-y).
|
||||
• Hover / active = a 3 px brand-coloured TOP bar + brand text +
|
||||
coloured icon. Reads instantly without colour-flooding the row.
|
||||
• Icons larger (12.5 px) and full-opacity always — easier to scan
|
||||
during demos. Caret is subtle and rotates on open.
|
||||
Compact, modern enterprise SaaS navigation:
|
||||
• Height reduced to 32px per row (64px total) to save screen space.
|
||||
• Smooth horizontal scrolling prevents menu items from getting cut off.
|
||||
• Compact typography, icons and paddings fit all banking modules cleanly.
|
||||
============================================================ */
|
||||
.main-header {
|
||||
background: #fff;
|
||||
border-bottom: 2.5px solid $brand;
|
||||
box-shadow: 0 1px 4px rgb(0 0 0 / 7%);
|
||||
border-bottom: 2px solid $brand;
|
||||
box-shadow: 0 1px 3px rgb(0 0 0 / 6%);
|
||||
position: sticky;
|
||||
|
||||
/* Sit directly under the sticky toolbar (32px tall) so both stay visible. */
|
||||
@@ -306,19 +338,19 @@ $gray-700: #334155;
|
||||
}
|
||||
|
||||
.nav-row {
|
||||
height: 44px;
|
||||
height: 32px;
|
||||
display: flex;
|
||||
align-items: stretch;
|
||||
overflow: visible;
|
||||
overflow: auto visible;
|
||||
position: relative;
|
||||
|
||||
/* Outer frame; vertical dividers between cells are drawn as `border-right`
|
||||
on each `.ni` below. Switched away from the equal-column grid so each
|
||||
cell can size to its own label — long names (General Ledger, Documents
|
||||
Hub) no longer overflow and short ones (Approvals, HRM) no longer waste
|
||||
space. */
|
||||
border: 1px solid $gray-200;
|
||||
background: #fff;
|
||||
scrollbar-width: none;
|
||||
-ms-overflow-style: none;
|
||||
|
||||
&::-webkit-scrollbar {
|
||||
display: none;
|
||||
}
|
||||
}
|
||||
|
||||
.r2.nav-row {
|
||||
@@ -334,25 +366,17 @@ $gray-700: #334155;
|
||||
background: #f8fafc;
|
||||
}
|
||||
|
||||
// ===== Nav Item — modern tab style =====
|
||||
// Typography spec — same family / size / weight / color for BOTH rows.
|
||||
// ===== Nav Item — compact modern tab style =====
|
||||
.ni {
|
||||
position: relative;
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
gap: 7px;
|
||||
gap: 2.5px;
|
||||
height: 100%;
|
||||
|
||||
/* Each cell sizes to its own label (min-width: max-content) and grows
|
||||
to share any leftover row width. Short labels stay compact, long ones
|
||||
get the room they need — no overlap, no wasted gap. */
|
||||
flex: 1 0 auto;
|
||||
min-width: max-content;
|
||||
padding: 0 14px;
|
||||
|
||||
/* Vertical divider between adjacent cells; outer frame is the row's
|
||||
own border, and the last cell drops its right border below. */
|
||||
min-width: 0;
|
||||
padding: 0 4px;
|
||||
border-right: 1px solid $gray-200;
|
||||
cursor: pointer;
|
||||
white-space: nowrap;
|
||||
@@ -360,11 +384,11 @@ $gray-700: #334155;
|
||||
'IBM Plex Sans',
|
||||
-apple-system,
|
||||
sans-serif;
|
||||
font-size: 12px;
|
||||
font-size: 10px;
|
||||
font-weight: 500;
|
||||
color: #0a1a2e;
|
||||
line-height: 1.3;
|
||||
letter-spacing: 0.01em;
|
||||
line-height: 1.2;
|
||||
letter-spacing: -0.015em;
|
||||
text-decoration: none;
|
||||
user-select: none;
|
||||
transition:
|
||||
@@ -373,17 +397,15 @@ $gray-700: #334155;
|
||||
box-shadow 0.15s ease;
|
||||
border-radius: 0;
|
||||
|
||||
/* 3px accent strip that fills on hover / active (uses ::before so we
|
||||
don't reflow the row when toggling). */
|
||||
&::before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 4px;
|
||||
right: 4px;
|
||||
left: 2px;
|
||||
right: 2px;
|
||||
top: 0;
|
||||
height: 3px;
|
||||
height: 2px;
|
||||
background: transparent;
|
||||
border-radius: 0 0 3px 3px;
|
||||
border-radius: 0 0 2px 2px;
|
||||
transition: background 0.15s ease;
|
||||
}
|
||||
|
||||
@@ -410,17 +432,19 @@ $gray-700: #334155;
|
||||
outline-offset: -2px;
|
||||
}
|
||||
|
||||
/* Last cell in a row sits flush against the row's own right edge, so
|
||||
drop its divider to avoid a double 2 px line. */
|
||||
&:last-child {
|
||||
border-right: none;
|
||||
}
|
||||
|
||||
.ni-short {
|
||||
display: none;
|
||||
}
|
||||
}
|
||||
|
||||
.ni-ico {
|
||||
width: 12px;
|
||||
height: 12px;
|
||||
font-size: 12px;
|
||||
width: 9.5px;
|
||||
height: 9.5px;
|
||||
font-size: 9.5px;
|
||||
color: $gray-500;
|
||||
flex-shrink: 0;
|
||||
transition: color 0.15s ease;
|
||||
@@ -432,11 +456,12 @@ $gray-700: #334155;
|
||||
}
|
||||
|
||||
.ni-caret {
|
||||
width: 7px;
|
||||
height: 7px;
|
||||
font-size: 7px;
|
||||
width: 5px;
|
||||
height: 5px;
|
||||
font-size: 5px;
|
||||
color: $gray-400;
|
||||
flex-shrink: 0;
|
||||
margin-left: 0.5px;
|
||||
transition:
|
||||
transform 0.18s ease,
|
||||
color 0.18s ease;
|
||||
@@ -447,17 +472,89 @@ $gray-700: #334155;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 1200px) {
|
||||
@media (width >= 1400px) {
|
||||
.ni {
|
||||
padding: 0 8px;
|
||||
gap: 5px;
|
||||
padding: 0 6px;
|
||||
gap: 3.5px;
|
||||
font-size: 10.8px;
|
||||
letter-spacing: 0;
|
||||
}
|
||||
|
||||
.ni-ico {
|
||||
width: 10px;
|
||||
height: 10px;
|
||||
font-size: 10px;
|
||||
}
|
||||
|
||||
.ni-caret {
|
||||
width: 5.5px;
|
||||
height: 5.5px;
|
||||
font-size: 5.5px;
|
||||
margin-left: 1px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 980px) {
|
||||
@media (width <= 1200px) {
|
||||
.ni {
|
||||
padding: 0 3px;
|
||||
gap: 2px;
|
||||
font-size: 9.8px;
|
||||
letter-spacing: -0.02em;
|
||||
}
|
||||
|
||||
.ni-ico {
|
||||
width: 9px;
|
||||
height: 9px;
|
||||
font-size: 9px;
|
||||
}
|
||||
|
||||
.ni-caret {
|
||||
width: 4.5px;
|
||||
height: 4.5px;
|
||||
font-size: 4.5px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 1080px) {
|
||||
.ni {
|
||||
padding: 0 2.5px;
|
||||
gap: 1.5px;
|
||||
font-size: 9.4px;
|
||||
letter-spacing: -0.025em;
|
||||
|
||||
.ni-full {
|
||||
display: none;
|
||||
}
|
||||
|
||||
.ni-short {
|
||||
display: inline;
|
||||
}
|
||||
}
|
||||
|
||||
.ni-ico {
|
||||
width: 8.5px;
|
||||
height: 8.5px;
|
||||
font-size: 8.5px;
|
||||
}
|
||||
|
||||
.ni-caret {
|
||||
width: 4px;
|
||||
height: 4px;
|
||||
font-size: 4px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 880px) {
|
||||
.nav-row {
|
||||
overflow-x: auto;
|
||||
scrollbar-width: thin;
|
||||
}
|
||||
|
||||
.ni {
|
||||
flex: 0 0 auto;
|
||||
padding: 0 6px;
|
||||
gap: 4px;
|
||||
gap: 3px;
|
||||
font-size: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -699,21 +796,29 @@ $gray-700: #334155;
|
||||
|
||||
// ===== Nav Dropdown Menus =====
|
||||
::ng-deep .nav-dropdown {
|
||||
border-radius: 8px !important;
|
||||
border-radius: 6px !important;
|
||||
border: 1px solid $gray-200 !important;
|
||||
box-shadow: 0 6px 24px rgb(0 0 0 / 10%) !important;
|
||||
min-width: 180px !important;
|
||||
padding: 4px 0 !important;
|
||||
margin-top: 2px !important;
|
||||
box-shadow: 0 4px 16px rgb(0 0 0 / 12%) !important;
|
||||
min-width: 170px !important;
|
||||
padding: 3px 0 !important;
|
||||
margin-top: 1px !important;
|
||||
|
||||
.mat-mdc-menu-item {
|
||||
font-size: 12.5px !important;
|
||||
font-size: 10.5px !important;
|
||||
font-weight: 500 !important;
|
||||
height: 34px !important;
|
||||
min-height: 34px !important;
|
||||
padding: 0 14px !important;
|
||||
height: 25px !important;
|
||||
min-height: 25px !important;
|
||||
padding: 0 6px !important;
|
||||
line-height: 25px !important;
|
||||
color: $gray-700 !important;
|
||||
font-family: 'DM Sans', Roboto, sans-serif !important;
|
||||
font-family: 'IBM Plex Sans', Roboto, sans-serif !important;
|
||||
white-space: nowrap !important;
|
||||
|
||||
.menu-item-icon {
|
||||
font-size: 10.5px !important;
|
||||
margin-right: 5px !important;
|
||||
opacity: 0.8;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
background: $brand-hover !important;
|
||||
@@ -728,39 +833,44 @@ $gray-700: #334155;
|
||||
}
|
||||
|
||||
/* Deposits Mega Panel (inside mat-menu overlay) */
|
||||
.deposit-menu-grid {
|
||||
::ng-deep .deposit-menu-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 8px 24px;
|
||||
padding: 8px 12px;
|
||||
min-width: 600px;
|
||||
gap: 4px 12px;
|
||||
padding: 6px 10px;
|
||||
min-width: 0;
|
||||
width: 100%;
|
||||
box-sizing: border-box;
|
||||
overflow-x: hidden;
|
||||
}
|
||||
|
||||
.deposit-menu-group {
|
||||
::ng-deep .deposit-menu-group {
|
||||
.deposit-group-title {
|
||||
font-weight: 700;
|
||||
font-size: 11px;
|
||||
font-size: 9.5px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.6px;
|
||||
letter-spacing: 0.5px;
|
||||
color: #1074b9;
|
||||
padding: 4px 16px 6px;
|
||||
padding: 2px 6px 3px;
|
||||
margin-bottom: 2px;
|
||||
border-bottom: 2px solid #1074b9;
|
||||
border-bottom: 1.5px solid #1074b9;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
|
||||
/* NPA Mega Panel — 4 columns (Reports / Analysis / Classification / Recovery Management) */
|
||||
.npa-grid {
|
||||
grid-template-columns: repeat(4, minmax(200px, 1fr));
|
||||
min-width: 880px;
|
||||
max-width: 96vw;
|
||||
/* NPA Mega Panel — 3 columns */
|
||||
::ng-deep .npa-grid {
|
||||
grid-template-columns: repeat(3, minmax(210px, 1fr));
|
||||
min-width: 0;
|
||||
max-width: 100%;
|
||||
overflow-x: hidden;
|
||||
}
|
||||
|
||||
/* Reconciliation Mega Panel — 5 columns, teal accent to match the icon palette */
|
||||
.reconciliation-grid {
|
||||
grid-template-columns: repeat(5, minmax(190px, 1fr));
|
||||
min-width: 1040px;
|
||||
max-width: 96vw;
|
||||
/* Reconciliation Mega Panel — 5 columns */
|
||||
::ng-deep .reconciliation-grid {
|
||||
grid-template-columns: repeat(5, minmax(170px, 1fr));
|
||||
min-width: 0;
|
||||
max-width: 100%;
|
||||
overflow-x: hidden;
|
||||
|
||||
.deposit-group-title {
|
||||
color: #0d9488;
|
||||
@@ -780,47 +890,49 @@ $gray-700: #334155;
|
||||
|
||||
.gl-mega-menu {
|
||||
position: absolute;
|
||||
top: 100px;
|
||||
top: 96px;
|
||||
left: 50%;
|
||||
transform: translateX(-50%);
|
||||
background: #fff;
|
||||
width: 860px;
|
||||
max-width: 95vw;
|
||||
padding: 20px 24px;
|
||||
box-shadow: 0 6px 24px rgb(0 0 0 / 22%);
|
||||
border-radius: 0 0 10px 10px;
|
||||
width: 760px;
|
||||
max-width: 94vw;
|
||||
max-height: 72vh;
|
||||
overflow-y: auto;
|
||||
padding: 12px 16px;
|
||||
box-shadow: 0 6px 20px rgb(0 0 0 / 18%);
|
||||
border-radius: 0 0 8px 8px;
|
||||
z-index: 1000;
|
||||
border-top: 3px solid #0d47a1;
|
||||
border-top: 2.5px solid #0d47a1;
|
||||
}
|
||||
|
||||
.gl-mega-menu-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
margin-bottom: 14px;
|
||||
padding-bottom: 12px;
|
||||
gap: 8px;
|
||||
margin-bottom: 8px;
|
||||
padding-bottom: 6px;
|
||||
border-bottom: 1px solid #e5e7eb;
|
||||
|
||||
span {
|
||||
font-size: 18px;
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
color: #0d47a1;
|
||||
letter-spacing: 0.02em;
|
||||
letter-spacing: 0.01em;
|
||||
}
|
||||
}
|
||||
|
||||
.gl-mega-menu-header-icon {
|
||||
font-size: 18px;
|
||||
font-size: 14px;
|
||||
color: #0d47a1;
|
||||
}
|
||||
|
||||
.gl-search {
|
||||
width: 100%;
|
||||
padding: 10px 14px;
|
||||
margin-bottom: 16px;
|
||||
padding: 6px 10px;
|
||||
margin-bottom: 10px;
|
||||
border: 1px solid #d0d5dd;
|
||||
border-radius: 6px;
|
||||
font-size: 14px;
|
||||
border-radius: 5px;
|
||||
font-size: 12px;
|
||||
box-sizing: border-box;
|
||||
background: #f9fafb;
|
||||
|
||||
@@ -828,36 +940,37 @@ $gray-700: #334155;
|
||||
outline: none;
|
||||
border-color: #0d47a1;
|
||||
background: #fff;
|
||||
box-shadow: 0 0 0 3px rgb(13 71 161 / 10%);
|
||||
box-shadow: 0 0 0 2px rgb(13 71 161 / 10%);
|
||||
}
|
||||
}
|
||||
|
||||
.gl-columns {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(4, 1fr);
|
||||
gap: 24px;
|
||||
gap: 10px 16px;
|
||||
}
|
||||
|
||||
.gl-group-title {
|
||||
font-weight: 700;
|
||||
font-size: 11px;
|
||||
font-size: 10px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.8px;
|
||||
letter-spacing: 0.6px;
|
||||
color: #0d47a1;
|
||||
margin-bottom: 10px;
|
||||
padding-bottom: 6px;
|
||||
border-bottom: 2px solid #0d47a1;
|
||||
margin-bottom: 5px;
|
||||
padding-bottom: 3px;
|
||||
border-bottom: 1.5px solid #0d47a1;
|
||||
}
|
||||
|
||||
.gl-link {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
padding: 7px 6px;
|
||||
padding: 3.5px 5px;
|
||||
text-decoration: none;
|
||||
color: #344054;
|
||||
font-size: 13px;
|
||||
font-size: 11.5px;
|
||||
line-height: 1.3;
|
||||
cursor: pointer;
|
||||
border-radius: 5px;
|
||||
border-radius: 4px;
|
||||
transition:
|
||||
background 0.15s,
|
||||
color 0.15s;
|
||||
@@ -873,23 +986,21 @@ $gray-700: #334155;
|
||||
}
|
||||
|
||||
.gl-icon {
|
||||
width: 18px;
|
||||
margin-right: 8px;
|
||||
width: 14px;
|
||||
margin-right: 5px;
|
||||
color: #667085;
|
||||
font-size: 13px;
|
||||
font-size: 11px;
|
||||
flex-shrink: 0;
|
||||
|
||||
.gl-link:hover & {
|
||||
color: #0d47a1;
|
||||
}
|
||||
}
|
||||
|
||||
// Marks a menu link as actually wired to a working screen/dialog (vs a still-unwired
|
||||
// placeholder) — a small green dot at the end of the row, so a reviewer can tell at a glance
|
||||
// which items in a mega-menu are functional without having to click every one of them.
|
||||
.gl-link--live::after {
|
||||
content: '';
|
||||
width: 6px;
|
||||
height: 6px;
|
||||
width: 5px;
|
||||
height: 5px;
|
||||
margin-left: auto;
|
||||
flex-shrink: 0;
|
||||
border-radius: 50%;
|
||||
@@ -899,9 +1010,9 @@ $gray-700: #334155;
|
||||
|
||||
/* RBI Mega Menu */
|
||||
.rbi-mega-menu {
|
||||
width: 1100px;
|
||||
max-width: 97vw;
|
||||
max-height: 80vh;
|
||||
width: 880px;
|
||||
max-width: 94vw;
|
||||
max-height: 72vh;
|
||||
overflow-y: auto;
|
||||
border-top-color: #b71c1c;
|
||||
}
|
||||
@@ -909,7 +1020,7 @@ $gray-700: #334155;
|
||||
.rbi-columns {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(4, 1fr);
|
||||
gap: 20px;
|
||||
gap: 10px 16px;
|
||||
}
|
||||
|
||||
@keyframes move {
|
||||
|
||||
@@ -20,7 +20,9 @@
|
||||
<div class="t-live"></div>
|
||||
LIVE
|
||||
</div>
|
||||
<div class="t-chip">Branch: <strong>{{ officeLabel }}</strong></div>
|
||||
<div class="t-chip">
|
||||
Branch: <strong>{{ officeLabel }}</strong>
|
||||
</div>
|
||||
<div class="t-chip">
|
||||
Date: <strong>{{ today | date: 'dd MMM yyyy' }}</strong>
|
||||
</div>
|
||||
@@ -522,7 +524,7 @@
|
||||
</mat-menu>
|
||||
|
||||
<!-- Application User Help Menu -->
|
||||
<mat-menu #applicationMenu="matMenu" [overlapTrigger]="false">
|
||||
<mat-menu #applicationMenu="matMenu" [overlapTrigger]="false" class="t-user-menu" xPosition="before">
|
||||
<button mat-menu-item (click)="help()" tabindex="0">
|
||||
<mat-icon matListIcon>
|
||||
<fa-icon icon="question-circle" size="sm"></fa-icon>
|
||||
|
||||
@@ -390,6 +390,103 @@ $icon-hover-border: rgb(255 255 255 / 28%);
|
||||
max-height: 80vh;
|
||||
overflow-y: auto;
|
||||
}
|
||||
|
||||
// Compact card per AI module
|
||||
.ai-card.mat-mdc-menu-item {
|
||||
display: flex !important;
|
||||
align-items: flex-start !important;
|
||||
gap: 10px !important;
|
||||
padding: 10px !important;
|
||||
min-height: 52px !important;
|
||||
height: auto !important;
|
||||
border-radius: 9px !important;
|
||||
font-family: inherit !important;
|
||||
line-height: 1.3 !important;
|
||||
white-space: normal !important;
|
||||
overflow: visible !important;
|
||||
transition: background 0.16s ease !important;
|
||||
|
||||
.mat-mdc-menu-item-text,
|
||||
.mdc-list-item__primary-text,
|
||||
.mdc-list-item__content {
|
||||
display: flex !important;
|
||||
align-items: flex-start !important;
|
||||
gap: 10px !important;
|
||||
width: 100% !important;
|
||||
white-space: normal !important;
|
||||
overflow: visible !important;
|
||||
}
|
||||
|
||||
.ai-card-ic {
|
||||
width: 32px !important;
|
||||
height: 32px !important;
|
||||
min-width: 32px !important;
|
||||
display: inline-flex !important;
|
||||
align-items: center !important;
|
||||
justify-content: center !important;
|
||||
border-radius: 8px !important;
|
||||
font-size: 13px !important;
|
||||
flex-shrink: 0 !important;
|
||||
background: var(--c-bg) !important;
|
||||
color: var(--c-color) !important;
|
||||
margin: 0 !important;
|
||||
opacity: 1 !important;
|
||||
transition:
|
||||
background 0.16s ease,
|
||||
color 0.16s ease,
|
||||
transform 0.16s ease !important;
|
||||
|
||||
fa-icon {
|
||||
font-size: 13px !important;
|
||||
width: auto !important;
|
||||
min-width: auto !important;
|
||||
margin: 0 !important;
|
||||
color: inherit !important;
|
||||
opacity: 1 !important;
|
||||
}
|
||||
}
|
||||
|
||||
.ai-card-body {
|
||||
display: flex !important;
|
||||
flex-direction: column !important;
|
||||
flex: 1 !important;
|
||||
min-width: 0 !important;
|
||||
text-align: left !important;
|
||||
white-space: normal !important;
|
||||
}
|
||||
|
||||
.ai-card-t {
|
||||
font-size: 12.5px !important;
|
||||
font-weight: 600 !important;
|
||||
color: #0f172a !important;
|
||||
line-height: 1.25 !important;
|
||||
white-space: normal !important;
|
||||
display: block !important;
|
||||
}
|
||||
|
||||
.ai-card-d {
|
||||
font-size: 10.5px !important;
|
||||
color: #64748b !important;
|
||||
margin-top: 3px !important;
|
||||
line-height: 1.35 !important;
|
||||
white-space: normal !important;
|
||||
display: block !important;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
background: var(--c-bg) !important;
|
||||
|
||||
.ai-card-ic {
|
||||
background: var(--c-hover) !important;
|
||||
color: #fff !important;
|
||||
transform: scale(1.06) !important;
|
||||
}
|
||||
|
||||
.ai-card-t {
|
||||
color: var(--c-color) !important;
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.ai-menu-header {
|
||||
@@ -488,70 +585,101 @@ $icon-hover-border: rgb(255 255 255 / 28%);
|
||||
font-size: 11px;
|
||||
}
|
||||
|
||||
// Compact card per AI module
|
||||
.ai-card.mat-mdc-menu-item {
|
||||
display: flex !important;
|
||||
align-items: flex-start;
|
||||
gap: 10px;
|
||||
padding: 9px 10px;
|
||||
min-height: 0;
|
||||
height: auto;
|
||||
border-radius: 9px;
|
||||
font-family: inherit;
|
||||
line-height: 1.3;
|
||||
white-space: normal;
|
||||
transition: background 0.16s ease;
|
||||
// ===== User Account Dropdown Menu =====
|
||||
::ng-deep .t-user-menu.mat-mdc-menu-panel {
|
||||
min-width: 190px !important;
|
||||
border-radius: 10px !important;
|
||||
box-shadow:
|
||||
0 10px 25px rgb(15 23 42 / 12%),
|
||||
0 2px 6px rgb(15 23 42 / 6%) !important;
|
||||
border: 1px solid #e2e8f0 !important;
|
||||
padding: 6px 0 !important;
|
||||
background: #fff !important;
|
||||
|
||||
.ai-card-ic {
|
||||
width: 32px;
|
||||
height: 32px;
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
border-radius: 8px;
|
||||
font-size: 13px;
|
||||
flex-shrink: 0;
|
||||
background: var(--c-bg);
|
||||
color: var(--c-color);
|
||||
.mat-mdc-menu-content {
|
||||
padding: 4px 0 !important;
|
||||
}
|
||||
|
||||
.mat-mdc-menu-item {
|
||||
height: 38px !important;
|
||||
min-height: 38px !important;
|
||||
line-height: 38px !important;
|
||||
padding: 0 14px !important;
|
||||
display: flex !important;
|
||||
align-items: center !important;
|
||||
font-size: 13px !important;
|
||||
font-weight: 500 !important;
|
||||
color: #334155 !important;
|
||||
transition:
|
||||
background 0.16s ease,
|
||||
color 0.16s ease,
|
||||
transform 0.16s ease;
|
||||
}
|
||||
background-color 0.15s ease,
|
||||
color 0.15s ease !important;
|
||||
|
||||
.ai-card-body {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
.ai-card-t {
|
||||
font-size: 12.5px;
|
||||
font-weight: 600;
|
||||
color: #0f172a;
|
||||
line-height: 1.25;
|
||||
}
|
||||
|
||||
.ai-card-d {
|
||||
font-size: 10.5px;
|
||||
color: #64748b;
|
||||
margin-top: 2px;
|
||||
line-height: 1.35;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
background: var(--c-bg);
|
||||
|
||||
.ai-card-ic {
|
||||
background: var(--c-hover);
|
||||
color: #fff;
|
||||
transform: scale(1.06);
|
||||
.mat-mdc-menu-item-text {
|
||||
display: inline-flex !important;
|
||||
align-items: center !important;
|
||||
width: 100% !important;
|
||||
font-size: 13px !important;
|
||||
color: inherit !important;
|
||||
font-weight: 500 !important;
|
||||
}
|
||||
|
||||
.ai-card-t {
|
||||
color: var(--c-color);
|
||||
mat-icon {
|
||||
margin-right: 10px !important;
|
||||
width: 18px !important;
|
||||
height: 18px !important;
|
||||
min-width: 18px !important;
|
||||
display: inline-flex !important;
|
||||
align-items: center !important;
|
||||
justify-content: center !important;
|
||||
color: #64748b !important;
|
||||
font-size: 14px !important;
|
||||
flex-shrink: 0 !important;
|
||||
|
||||
fa-icon {
|
||||
font-size: 14px !important;
|
||||
width: 14px !important;
|
||||
min-width: 14px !important;
|
||||
text-align: center !important;
|
||||
margin-right: 0 !important;
|
||||
color: inherit !important;
|
||||
opacity: 1 !important;
|
||||
}
|
||||
}
|
||||
|
||||
span {
|
||||
font-size: 13px !important;
|
||||
color: inherit !important;
|
||||
font-weight: 500 !important;
|
||||
white-space: nowrap !important;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
background-color: #f1f5f9 !important;
|
||||
color: #0d47a1 !important;
|
||||
|
||||
mat-icon {
|
||||
color: #0d47a1 !important;
|
||||
}
|
||||
}
|
||||
|
||||
&#logout {
|
||||
color: #dc2626 !important;
|
||||
border-top: 1px solid #f1f5f9 !important;
|
||||
margin-top: 4px !important;
|
||||
padding-top: 2px !important;
|
||||
|
||||
mat-icon {
|
||||
color: #dc2626 !important;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
background-color: #fef2f2 !important;
|
||||
color: #b91c1c !important;
|
||||
|
||||
mat-icon {
|
||||
color: #b91c1c !important;
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
-12
@@ -135,18 +135,6 @@
|
||||
<mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
|
||||
<span>{{ 'labels.text.View Transaction' | translate }}</span>
|
||||
</button>
|
||||
@if (!transaction.reversed) {
|
||||
<span>
|
||||
<button
|
||||
mat-menu-item
|
||||
*mifosxHasPermission="'ADJUSTTRANSACTION_CURRENTACCOUNT'"
|
||||
(click)="undoTransaction(transaction, $event)"
|
||||
>
|
||||
<mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
|
||||
<span>{{ 'tooltips.Undo Transaction' | translate }}</span>
|
||||
</button>
|
||||
</span>
|
||||
}
|
||||
<button
|
||||
mat-menu-item
|
||||
class="account-action-button"
|
||||
|
||||
-12
@@ -40,18 +40,6 @@
|
||||
</button>
|
||||
</span>
|
||||
}
|
||||
@if (allowUndo()) {
|
||||
<span>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="warn"
|
||||
*mifosxHasPermission="'UNDOTRANSACTION_CURRENTACCOUNT'"
|
||||
(click)="undoTransaction()"
|
||||
>
|
||||
<fa-icon icon="undo" class="m-r-10"></fa-icon>{{ 'labels.buttons.Undo' | translate }}
|
||||
</button>
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="container">
|
||||
|
||||
+381
@@ -0,0 +1,381 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="dialog-wrapper">
|
||||
<div class="dialog-header">
|
||||
<div class="header-icon">
|
||||
<mat-icon>account_balance_wallet</mat-icon>
|
||||
</div>
|
||||
<div class="header-text">
|
||||
<h2>Apply DDS Receipt</h2>
|
||||
<p>
|
||||
Agent <strong class="mono">{{ data.agentCode }}</strong> · {{ data.agentName }}
|
||||
@if (data.glCode) {
|
||||
· GL <strong class="mono">{{ data.glCode }}</strong>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
<button type="button" mat-icon-button class="header-close" [mat-dialog-close]="false" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<mat-dialog-content class="dialog-body">
|
||||
@if (loading) {
|
||||
<div class="state-block">
|
||||
<mat-spinner diameter="30"></mat-spinner>
|
||||
<span>Loading entries and receipts…</span>
|
||||
</div>
|
||||
} @else {
|
||||
<!-- What the picked vouchers have to cover, and whether they do. -->
|
||||
<div class="sc-card">
|
||||
<div class="sc-row" [class.sc-ok]="canApply" [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0">
|
||||
<div class="sc-left">
|
||||
<span class="sc-label">Collections up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</span>
|
||||
<span class="sc-sub"
|
||||
>{{ pickedEntryCount }} {{ pickedEntryCount === 1 ? 'entry' : 'entries' }} to settle</span
|
||||
>
|
||||
</div>
|
||||
<div class="sc-right">
|
||||
<span class="sc-val">{{ required | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="sc-row sc-sep"
|
||||
[class.sc-ok]="canApply"
|
||||
[class.sc-bad]="pickedReceipts.size > 0 && difference !== 0"
|
||||
>
|
||||
<div class="sc-left">
|
||||
<span class="sc-label">Vouchers picked</span>
|
||||
<span class="sc-sub"
|
||||
>{{ pickedReceipts.size }} {{ pickedReceipts.size === 1 ? 'voucher' : 'vouchers' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="sc-right">
|
||||
<span
|
||||
class="sc-val"
|
||||
[class.sc-val-ok]="canApply"
|
||||
[class.sc-val-bad]="pickedReceipts.size > 0 && difference !== 0"
|
||||
>
|
||||
{{ received | number: '1.2-2' }}
|
||||
</span>
|
||||
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference < 0) {
|
||||
<span class="sc-tag sc-tag-bad">Short {{ -difference | number: '1.2-2' }}</span>
|
||||
} @else if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference > 0) {
|
||||
<span class="sc-tag sc-tag-bad">Over {{ difference | number: '1.2-2' }}</span>
|
||||
} @else if (canApply) {
|
||||
<span class="sc-tag sc-tag-ok">✓ Matches</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="sc-total-row" [class.sc-total-ok]="canApply">
|
||||
<span class="sc-total-lbl">Total to Apply</span>
|
||||
<div class="sc-total-nums">
|
||||
<span class="sc-total-req mono">{{ required | number: '1.2-2' }}</span>
|
||||
<span class="sc-arrow">→</span>
|
||||
<span class="sc-total-got mono" [class.sc-total-got-ok]="canApply">{{ received | number: '1.2-2' }}</span>
|
||||
<span class="sc-status-pill" [class.sc-pill-ok]="canApply" [class.sc-pill-pending]="!canApply">
|
||||
{{ canApply ? '✓ Ready' : 'Pending' }}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── 1: the days the agent wrote down ──────────────────────────────────── -->
|
||||
<section class="slot">
|
||||
<header class="slot-head">
|
||||
<span class="slot-step">1</span>
|
||||
<div class="slot-title">
|
||||
<h3>Outstanding up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</h3>
|
||||
<p>Everything the agent wrote down and has not handed in, day by day. Open a day to see its lines.</p>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
@if (days.length) {
|
||||
<ul class="options">
|
||||
@for (day of days; track day.date) {
|
||||
<li class="option" (click)="toggleOpen(day, $event)">
|
||||
<div class="option-main">
|
||||
<span class="option-voucher mono">{{ day.date | date: 'dd/MM/yyyy' }}</span>
|
||||
<span class="option-meta"
|
||||
>{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}</span
|
||||
>
|
||||
</div>
|
||||
<span class="option-amount mono">{{ day.total | number: '1.2-2' }}</span>
|
||||
<button
|
||||
type="button"
|
||||
class="option-info"
|
||||
(click)="toggleOpen(day, $event)"
|
||||
aria-label="Show the day's lines"
|
||||
>
|
||||
<mat-icon>{{ openDay === day.date ? 'expand_less' : 'expand_more' }}</mat-icon>
|
||||
</button>
|
||||
</li>
|
||||
@if (openDay === day.date) {
|
||||
<li class="day-lines">
|
||||
@if (day.entries.length > 8) {
|
||||
<input
|
||||
class="day-search"
|
||||
type="text"
|
||||
[(ngModel)]="daySearch"
|
||||
placeholder="Search party code or name"
|
||||
autocomplete="off"
|
||||
/>
|
||||
}
|
||||
<div class="day-scroll">
|
||||
<table class="entries">
|
||||
<tbody>
|
||||
@for (entry of visibleEntries(day); track entry.id) {
|
||||
<tr>
|
||||
<td class="entry-code">{{ entry.partyCode }}</td>
|
||||
<td class="entry-name">{{ entry.partyName }}</td>
|
||||
<td>
|
||||
{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</td>
|
||||
<td class="num mono">{{ entry.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="4" class="entry-name">No line matches.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</li>
|
||||
}
|
||||
}
|
||||
</ul>
|
||||
} @else {
|
||||
<p class="slot-empty">
|
||||
{{ data.agentName }} has nothing outstanding for {{ data.entryDate | date: 'dd/MM/yyyy' }}. Change the date
|
||||
on the screen to the day the entries were written.
|
||||
</p>
|
||||
}
|
||||
</section>
|
||||
|
||||
<!-- ── 2: the cashier's receipts ─────────────────────────────────────────── -->
|
||||
<section class="slot">
|
||||
<header class="slot-head">
|
||||
<span class="slot-step">2</span>
|
||||
<div class="slot-title">
|
||||
<h3>DDS Cash Receipts</h3>
|
||||
<p>Tick the vouchers. Posts Dr Agent GL / Cr DDS Customer Deposits.</p>
|
||||
</div>
|
||||
<button type="button" class="slot-search" (click)="openSearch()">
|
||||
<mat-icon>search</mat-icon>
|
||||
<span>Find by voucher</span>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
@if (available.length) {
|
||||
<ul class="options">
|
||||
@for (option of available; track option.id) {
|
||||
<li class="option" [class.option-picked]="pickedReceipts.has(option.id)" (click)="toggleReceipt(option)">
|
||||
<mat-icon class="option-check">{{
|
||||
pickedReceipts.has(option.id) ? 'check_box' : 'check_box_outline_blank'
|
||||
}}</mat-icon>
|
||||
<div class="option-main">
|
||||
<span class="option-voucher mono">{{ option.voucherNo }}</span>
|
||||
<span class="option-meta">{{ option.txnDate }} · {{ glLabel(option) }}</span>
|
||||
@if (option.description) {
|
||||
<span class="option-desc">{{ option.description }}</span>
|
||||
}
|
||||
</div>
|
||||
<span class="option-amount mono">{{ option.amount | number: '1.2-2' }}</span>
|
||||
<button type="button" class="option-info" (click)="openDetail(option, $event)" aria-label="GL entries">
|
||||
<mat-icon>receipt_long</mat-icon>
|
||||
</button>
|
||||
</li>
|
||||
}
|
||||
</ul>
|
||||
} @else {
|
||||
<p class="slot-empty">
|
||||
No DDS receipt is waiting on this agent's GL account. Collect the cash at
|
||||
<em>Cashier › Transaction Entry</em> with entry type <strong>DDS</strong> and have the manager approve it,
|
||||
or find an earlier voucher by number.
|
||||
</p>
|
||||
}
|
||||
|
||||
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference !== 0) {
|
||||
<p class="slot-note note-bad">
|
||||
The vouchers ({{ received | number: '1.2-2' }}) have to match the day's entries ({{
|
||||
required | number: '1.2-2'
|
||||
}}) exactly, so every customer is credited what the agent wrote down.
|
||||
</p>
|
||||
}
|
||||
</section>
|
||||
|
||||
@if (errorMsg && !searchOpen) {
|
||||
<div class="alert">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ errorMsg }}</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions class="dialog-actions">
|
||||
<button type="button" mat-stroked-button [mat-dialog-close]="false" [disabled]="submitting">Cancel</button>
|
||||
<button type="button" mat-flat-button color="primary" [disabled]="!canApply" (click)="apply()">
|
||||
@if (submitting) {
|
||||
<mat-spinner diameter="16"></mat-spinner>
|
||||
<span>Applying…</span>
|
||||
} @else {
|
||||
<mat-icon>check</mat-icon>
|
||||
<span>Apply Receipt</span>
|
||||
}
|
||||
</button>
|
||||
</mat-dialog-actions>
|
||||
</div>
|
||||
|
||||
<!-- ── Find a voucher the list does not carry ───────────────────────────────── -->
|
||||
@if (searchOpen) {
|
||||
<div class="overlay" (click)="closeSearch()">
|
||||
<div class="popup" (click)="$event.stopPropagation()">
|
||||
<header class="popup-head">
|
||||
<h3>Find a DDS receipt</h3>
|
||||
<button type="button" mat-icon-button (click)="closeSearch()" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="popup-body">
|
||||
<label class="field">
|
||||
<span>GL Account</span>
|
||||
<div class="field-readonly mono">{{ data.glCode || '—' }} · {{ data.agentCode }}</div>
|
||||
</label>
|
||||
|
||||
<label class="field">
|
||||
<span>Voucher No.</span>
|
||||
<input
|
||||
type="text"
|
||||
[(ngModel)]="searchVoucherNo"
|
||||
placeholder="CR/24092026/0001"
|
||||
(keyup.enter)="runSearch()"
|
||||
autocomplete="off"
|
||||
/>
|
||||
</label>
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="alert">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ errorMsg }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<footer class="popup-foot">
|
||||
<button type="button" mat-stroked-button (click)="closeSearch()">Cancel</button>
|
||||
<button
|
||||
type="button"
|
||||
mat-flat-button
|
||||
color="primary"
|
||||
[disabled]="!searchVoucherNo.trim() || searching"
|
||||
(click)="runSearch()"
|
||||
>
|
||||
@if (searching) {
|
||||
<mat-spinner diameter="16"></mat-spinner>
|
||||
} @else {
|
||||
<span>Find & Use</span>
|
||||
}
|
||||
</button>
|
||||
</footer>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── A receipt's own GL entries ───────────────────────────────────────────── -->
|
||||
@if (viewing) {
|
||||
<div class="overlay" (click)="closeDetail()">
|
||||
<div class="popup" (click)="$event.stopPropagation()">
|
||||
<header class="popup-head">
|
||||
<h3>
|
||||
Voucher <span class="mono">{{ viewing.voucherNo }}</span>
|
||||
</h3>
|
||||
<button type="button" mat-icon-button (click)="closeDetail()" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="popup-body">
|
||||
<dl class="detail-list">
|
||||
<div>
|
||||
<dt>Date</dt>
|
||||
<dd class="mono">{{ viewing.txnDate }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Amount</dt>
|
||||
<dd class="mono">{{ viewing.amount | number: '1.2-2' }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>GL Account</dt>
|
||||
<dd>{{ glLabel(viewing) }}</dd>
|
||||
</div>
|
||||
@if (viewing.cashierName) {
|
||||
<div>
|
||||
<dt>Collected By</dt>
|
||||
<dd>{{ viewing.cashierName }}</dd>
|
||||
</div>
|
||||
}
|
||||
@if (viewing.managerName) {
|
||||
<div>
|
||||
<dt>Approved By</dt>
|
||||
<dd>{{ viewing.managerName }}</dd>
|
||||
</div>
|
||||
}
|
||||
@if (viewing.description) {
|
||||
<div>
|
||||
<dt>Description</dt>
|
||||
<dd>{{ viewing.description }}</dd>
|
||||
</div>
|
||||
}
|
||||
</dl>
|
||||
|
||||
<h4 class="detail-heading">Journal Entries</h4>
|
||||
@if (loadingGlEntries) {
|
||||
<div class="state-block"><mat-spinner diameter="22"></mat-spinner></div>
|
||||
} @else if (viewingGlEntries?.length) {
|
||||
<table class="gl-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Account</th>
|
||||
<th class="num">Debit</th>
|
||||
<th class="num">Credit</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (entry of viewingGlEntries; track entry.id) {
|
||||
<tr>
|
||||
<td>
|
||||
<span class="mono">{{ entry.glCode }}</span> {{ entry.glName }}
|
||||
</td>
|
||||
<td class="num mono">{{ entry.drCr === 'DR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
||||
<td class="num mono">{{ entry.drCr === 'CR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
} @else {
|
||||
<p class="slot-empty">No journal entries are recorded against this receipt.</p>
|
||||
}
|
||||
</div>
|
||||
|
||||
<footer class="popup-foot">
|
||||
<button type="button" mat-stroked-button (click)="closeDetail()">Close</button>
|
||||
</footer>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
+95
@@ -0,0 +1,95 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
// The same look as Apply Additional Shares, on purpose: both apply a cashier's receipt to what it was
|
||||
// collected for, and the counter should meet one screen, not two. Used as it is, never changed here.
|
||||
@use '../../../shares/share-dialog.shared' as *;
|
||||
|
||||
:host {
|
||||
display: block;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
// The agent's outstanding lines - read only, what the receipt has to cover.
|
||||
.entries {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 13px;
|
||||
|
||||
td {
|
||||
padding: 7px 4px;
|
||||
border-bottom: 1px solid #eef2f7;
|
||||
}
|
||||
|
||||
tr:last-child td {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
.entry-date {
|
||||
color: #64748b;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.entry-code {
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.entry-name {
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
|
||||
// Days and vouchers are ticked, any number of each - a check box where the share dialog has a radio.
|
||||
.option-check {
|
||||
color: #94a3b8;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
.option-picked {
|
||||
border-color: #2563eb !important;
|
||||
background: #eff6ff !important;
|
||||
|
||||
.option-check {
|
||||
color: #2563eb;
|
||||
}
|
||||
}
|
||||
|
||||
// A day's own lines, opened under it. Scrolls inside itself, so a thousand customers do not make the
|
||||
// dialog a thousand lines tall.
|
||||
.day-lines {
|
||||
list-style: none;
|
||||
padding: 6px 10px 10px 42px;
|
||||
}
|
||||
|
||||
.day-search {
|
||||
width: 100%;
|
||||
margin-bottom: 6px;
|
||||
padding: 6px 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
font: inherit;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
.day-scroll {
|
||||
max-height: 240px;
|
||||
overflow-y: auto;
|
||||
}
|
||||
|
||||
.field-readonly {
|
||||
padding: 8px 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
background: #f8fafc;
|
||||
}
|
||||
+351
@@ -0,0 +1,351 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
|
||||
/** One day of an agent's outstanding entries, as the dialog lists them. */
|
||||
export interface EntryDay {
|
||||
date: string;
|
||||
entries: any[];
|
||||
total: number;
|
||||
}
|
||||
|
||||
/**
|
||||
* Applies the cashier's DDS receipts to an agent's outstanding collections.
|
||||
*
|
||||
* The agent's cash is already in the bank: the cashier took it at the counter into the agent's own GL
|
||||
* account, tagged DDS, and the manager approved it. Applying it here hands the money on to the
|
||||
* customers the agent wrote down - Dr the agent's GL, Cr DDS Customer Deposits - and each entry is
|
||||
* settled against the application. The same screen as Apply Additional Shares.
|
||||
*
|
||||
* Everything outstanding up to the day chosen on the screen, shown a day at a time - nothing to tick,
|
||||
* because what the agent wrote down is settled whole, and an agent who comes in after several days
|
||||
* brings several days' cash. The vouchers are ticked, since a day's
|
||||
* cash can come in more than one visit. They have to agree exactly: what the agent wrote down is what
|
||||
* each customer is owed, so vouchers short of it leave somebody uncredited and vouchers over it leave
|
||||
* money nobody can place.
|
||||
*
|
||||
* The day is shown totalled and its lines opened only when asked for - an agent with a thousand
|
||||
* customers is a thousand lines, and the day's total is what the counter is checking.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-apply-dds-receipt-dialog',
|
||||
templateUrl: './apply-dds-receipt-dialog.component.html',
|
||||
styleUrls: ['./apply-dds-receipt-dialog.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatIconModule,
|
||||
MatProgressSpinnerModule
|
||||
]
|
||||
})
|
||||
export class ApplyDdsReceiptDialogComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private settingsService = inject(SettingsService);
|
||||
|
||||
public dialogRef = inject(MatDialogRef<ApplyDdsReceiptDialogComponent>);
|
||||
public data = inject<{
|
||||
agentId: number;
|
||||
agentCode: string;
|
||||
agentName: string;
|
||||
glCode: string | null;
|
||||
entryDate: string;
|
||||
}>(MAT_DIALOG_DATA);
|
||||
|
||||
loadingEntries = true;
|
||||
loadingReceipts = true;
|
||||
submitting = false;
|
||||
errorMsg = '';
|
||||
|
||||
/** The chosen day's outstanding entries - one day, or none when nothing is outstanding on it. */
|
||||
days: EntryDay[] = [];
|
||||
|
||||
/** DDS receipts on the agent's GL account, approved and not yet applied. */
|
||||
available: any[] = [];
|
||||
|
||||
/**
|
||||
* The day is settled whole, so it is always included. The vouchers are the clerk's choice, and none
|
||||
* is picked for them even when only one is listed.
|
||||
*/
|
||||
pickedDays = new Set<string>();
|
||||
pickedReceipts = new Set<number>();
|
||||
|
||||
/** The day whose lines are open, and the search within it. */
|
||||
openDay: string | null = null;
|
||||
daySearch = '';
|
||||
|
||||
get loading(): boolean {
|
||||
return this.loadingEntries || this.loadingReceipts;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
// Everything outstanding up to the chosen date, whatever day it was written - an agent's cash for
|
||||
// several days arrives in one visit, and all of it is settled together.
|
||||
this.organizationService
|
||||
.getAgentPendingCollections(this.data.agentId)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, "Could not load the agent's entries.");
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.days = groupByDay(
|
||||
(res?.entries || []).filter(
|
||||
(entry: any) => entry.status === 'PENDING' && String(entry.entryDate) <= this.data.entryDate
|
||||
)
|
||||
);
|
||||
this.pickedDays = new Set(this.days.map((day) => day.date));
|
||||
this.loadingEntries = false;
|
||||
});
|
||||
|
||||
this.organizationService
|
||||
.getAgentCashReceipts(this.data.agentId)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, 'Could not load the available receipts.');
|
||||
return of([]);
|
||||
})
|
||||
)
|
||||
.subscribe((rows: any) => {
|
||||
this.available = Array.isArray(rows) ? rows : [];
|
||||
this.loadingReceipts = false;
|
||||
});
|
||||
}
|
||||
|
||||
// ── Picking ─────────────────────────────────────────────────────────────────────────────────
|
||||
|
||||
toggleReceipt(receipt: any): void {
|
||||
if (this.submitting) {
|
||||
return;
|
||||
}
|
||||
this.pickedReceipts.has(receipt.id) ? this.pickedReceipts.delete(receipt.id) : this.pickedReceipts.add(receipt.id);
|
||||
}
|
||||
|
||||
toggleOpen(day: EntryDay, event: Event): void {
|
||||
event.stopPropagation();
|
||||
this.openDay = this.openDay === day.date ? null : day.date;
|
||||
this.daySearch = '';
|
||||
}
|
||||
|
||||
/** The open day's lines, narrowed by party code or name. */
|
||||
visibleEntries(day: EntryDay): any[] {
|
||||
const term = this.daySearch.trim().toLowerCase();
|
||||
if (!term) {
|
||||
return day.entries;
|
||||
}
|
||||
return day.entries.filter(
|
||||
(entry: any) =>
|
||||
String(entry.partyCode || '')
|
||||
.toLowerCase()
|
||||
.includes(term) ||
|
||||
String(entry.partyName || '')
|
||||
.toLowerCase()
|
||||
.includes(term)
|
||||
);
|
||||
}
|
||||
|
||||
// ── What has to be covered ──────────────────────────────────────────────────────────────────
|
||||
|
||||
get entryCount(): number {
|
||||
return this.days.reduce((sum, day) => sum + day.entries.length, 0);
|
||||
}
|
||||
|
||||
get outstandingTotal(): number {
|
||||
return this.days.reduce((sum, day) => sum + day.total, 0);
|
||||
}
|
||||
|
||||
get pickedEntryCount(): number {
|
||||
return this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.entries.length, 0);
|
||||
}
|
||||
|
||||
get required(): number {
|
||||
return round2(this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.total, 0));
|
||||
}
|
||||
|
||||
get received(): number {
|
||||
return round2(
|
||||
this.available.filter((r) => this.pickedReceipts.has(r.id)).reduce((sum, r) => sum + Number(r.amount || 0), 0)
|
||||
);
|
||||
}
|
||||
|
||||
/** Vouchers less entries: below zero they are short, above zero they are over. */
|
||||
get difference(): number {
|
||||
return round2(this.received - this.required);
|
||||
}
|
||||
|
||||
get canApply(): boolean {
|
||||
return this.pickedDays.size > 0 && this.pickedReceipts.size > 0 && this.difference === 0 && !this.submitting;
|
||||
}
|
||||
|
||||
glLabel(option: any): string {
|
||||
return [
|
||||
option?.glCode,
|
||||
option?.glName
|
||||
]
|
||||
.filter(Boolean)
|
||||
.join(' — ');
|
||||
}
|
||||
|
||||
// ── Voucher search, for a receipt the list does not carry ───────────────────────────────────
|
||||
|
||||
searching = false;
|
||||
searchOpen = false;
|
||||
searchVoucherNo = '';
|
||||
|
||||
openSearch(): void {
|
||||
this.searchOpen = true;
|
||||
this.searchVoucherNo = '';
|
||||
this.errorMsg = '';
|
||||
}
|
||||
|
||||
closeSearch(): void {
|
||||
this.searchOpen = false;
|
||||
this.errorMsg = '';
|
||||
}
|
||||
|
||||
/**
|
||||
* Finds one voucher on the agent's GL account and, when it cannot be used, says why - not taken as
|
||||
* DDS, not approved yet, or already applied - rather than simply not finding it.
|
||||
*/
|
||||
runSearch(): void {
|
||||
const voucher = this.searchVoucherNo.trim();
|
||||
if (!voucher || this.searching) {
|
||||
return;
|
||||
}
|
||||
this.searching = true;
|
||||
this.errorMsg = '';
|
||||
this.organizationService
|
||||
.getAgentCashReceipts(this.data.agentId, voucher)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, `Voucher ${voucher} could not be looked up.`);
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((rows: any) => {
|
||||
this.searching = false;
|
||||
if (rows === null) {
|
||||
return;
|
||||
}
|
||||
const found = (Array.isArray(rows) ? rows : [])[0];
|
||||
if (!found) {
|
||||
this.errorMsg = `Voucher ${voucher} is not on ${this.data.agentCode}'s GL account ${this.data.glCode || ''}.`;
|
||||
} else if (found.entryType !== 'DDS') {
|
||||
this.errorMsg = `Voucher ${voucher} was taken as "${found.entryType || 'untagged'}", not DDS. Ask the cashier to correct the entry type.`;
|
||||
} else if (found.status !== 'APPROVED') {
|
||||
this.errorMsg = `Voucher ${voucher} is ${found.status}. It can be applied once the manager approves it.`;
|
||||
} else if (found.applied) {
|
||||
this.errorMsg = `Voucher ${voucher} has already been applied.`;
|
||||
} else {
|
||||
this.available = [
|
||||
found,
|
||||
...this.available.filter((entry) => entry.id !== found.id)
|
||||
];
|
||||
this.pickedReceipts.add(found.id);
|
||||
this.searchOpen = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// ── A receipt's own GL entries ──────────────────────────────────────────────────────────────
|
||||
|
||||
viewing: any = null;
|
||||
viewingGlEntries: any[] | null = null;
|
||||
loadingGlEntries = false;
|
||||
|
||||
openDetail(option: any, event: Event): void {
|
||||
event.stopPropagation();
|
||||
this.viewing = option;
|
||||
this.viewingGlEntries = null;
|
||||
this.loadingGlEntries = true;
|
||||
this.organizationService
|
||||
.getCashReceiptGlEntries(option.id)
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((rows: any) => {
|
||||
this.viewingGlEntries = Array.isArray(rows) ? rows : [];
|
||||
this.loadingGlEntries = false;
|
||||
});
|
||||
}
|
||||
|
||||
closeDetail(): void {
|
||||
this.viewing = null;
|
||||
this.viewingGlEntries = null;
|
||||
}
|
||||
|
||||
// ── Submission ──────────────────────────────────────────────────────────────────────────────
|
||||
|
||||
apply(): void {
|
||||
if (!this.canApply) {
|
||||
return;
|
||||
}
|
||||
this.submitting = true;
|
||||
this.errorMsg = '';
|
||||
const vouchers = this.available.filter((r) => this.pickedReceipts.has(r.id)).map((r) => r.voucherNo);
|
||||
const entries = this.pickedEntryCount;
|
||||
const amount = this.required;
|
||||
this.organizationService
|
||||
.settleAgentCollections({
|
||||
agentId: Number(this.data.agentId),
|
||||
cashierDepositRequestIds: Array.from(this.pickedReceipts),
|
||||
entryDates: Array.from(this.pickedDays),
|
||||
locale: this.settingsService.language.code
|
||||
})
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, 'The receipts could not be applied.');
|
||||
this.submitting = false;
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
if (res) {
|
||||
this.dialogRef.close({ vouchers, entries, amount, response: res });
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private readError(err: any, fallback: string): string {
|
||||
return (
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
err?.error?.defaultUserMessage ??
|
||||
err?.error?.developerMessage ??
|
||||
fallback
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
/** Entries grouped by the day they were collected, oldest first, each day totalled. */
|
||||
export function groupByDay(entries: any[]): EntryDay[] {
|
||||
const byDay = new Map<string, EntryDay>();
|
||||
for (const entry of entries) {
|
||||
const date = String(entry.entryDate);
|
||||
const day = byDay.get(date) ?? { date, entries: [], total: 0 };
|
||||
day.entries.push(entry);
|
||||
day.total = round2(day.total + Number(entry.amount || 0));
|
||||
byDay.set(date, day);
|
||||
}
|
||||
return Array.from(byDay.values()).sort((a, b) => a.date.localeCompare(b.date));
|
||||
}
|
||||
|
||||
function round2(value: number): number {
|
||||
return Math.round(value * 100) / 100;
|
||||
}
|
||||
@@ -0,0 +1,468 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="dte-container">
|
||||
<div class="dte-header">
|
||||
<button mat-stroked-button [routerLink]="['../']" class="dte-back">
|
||||
<i class="fas fa-arrow-left"></i> Deposits
|
||||
</button>
|
||||
<h2 class="dte-header__title">Daily Transaction Detail</h2>
|
||||
</div>
|
||||
|
||||
<div class="dte-card">
|
||||
<form [formGroup]="entryForm">
|
||||
<div class="dte-info-panels">
|
||||
<div class="dte-info-panel">
|
||||
<div class="dte-info-panel__title">Agent Information</div>
|
||||
<dl>
|
||||
<dt>Name</dt>
|
||||
<dd>{{ agentInfo.name || '—' }}</dd>
|
||||
<dt>Address</dt>
|
||||
<dd>{{ agentInfo.address || '—' }}</dd>
|
||||
<dt>City</dt>
|
||||
<dd>{{ agentInfo.city || '—' }}</dd>
|
||||
<dt>A/C</dt>
|
||||
<dd>{{ agentInfo.accountNo || '—' }}</dd>
|
||||
<dt>Guarantor</dt>
|
||||
<dd>{{ agentInfo.guarantor1 || '—' }}</dd>
|
||||
<dt>Guarantor</dt>
|
||||
<dd>{{ agentInfo.guarantor2 || '—' }}</dd>
|
||||
<dt>Curr Bal</dt>
|
||||
<dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
|
||||
</dl>
|
||||
</div>
|
||||
|
||||
<div class="dte-info-panel">
|
||||
<div class="dte-info-panel__title">Party Information</div>
|
||||
@if (partyInfo) {
|
||||
<dl>
|
||||
<dt>Client Id</dt>
|
||||
<dd>{{ partyInfo.clientId }}</dd>
|
||||
<dt>Name</dt>
|
||||
<dd>{{ partyInfo.partyName }}</dd>
|
||||
<dt>Address</dt>
|
||||
<dd>{{ partyInfo.address1 || '—' }}</dd>
|
||||
<dt>City</dt>
|
||||
<dd>{{ partyInfo.city || '—' }}</dd>
|
||||
<dt>Op. Date</dt>
|
||||
<dd>{{ partyInfo.openingDate ? (partyInfo.openingDate | dateFormat) : '—' }}</dd>
|
||||
<dt>Maturity</dt>
|
||||
<dd>{{ partyInfo.maturityDate ? (partyInfo.maturityDate | dateFormat) : '—' }}</dd>
|
||||
<dt>Daily Depo</dt>
|
||||
<dd>{{ partyInfo.dailyDepositAmount | number: '1.2-2' }}</dd>
|
||||
<dt>Ledger</dt>
|
||||
<dd>{{ partyInfo.ledgerNo || '—' }}</dd>
|
||||
<dt>Aadhar No</dt>
|
||||
<dd>{{ partyInfo.aadharNo || '—' }}</dd>
|
||||
<dt>Curr Bal</dt>
|
||||
<dd>{{ partyInfo.currentBalance | number: '1.2-2' }}</dd>
|
||||
<!--
|
||||
What should have been collected by today against what has been. Beside the balance
|
||||
rather than instead of it: the balance is what the customer holds, this is whether
|
||||
they have kept to the scheme.
|
||||
-->
|
||||
<dt>Due So Far</dt>
|
||||
<dd>{{ partyInfo.expectedToDate | number: '1.2-2' }}</dd>
|
||||
<dt>Collected</dt>
|
||||
<dd>{{ partyInfo.collectedToDate | number: '1.2-2' }}</dd>
|
||||
@if (schedule(partyInfo); as sched) {
|
||||
<dt [class]="'dte-sched dte-sched--' + sched.state">Schedule</dt>
|
||||
<dd [class]="'dte-sched dte-sched--' + sched.state">{{ sched.text }}</dd>
|
||||
}
|
||||
<dt class="dte-after">Bal. After This Tr</dt>
|
||||
<dd class="dte-after">{{ partyBalanceAfter | number: '1.2-2' }}</dd>
|
||||
</dl>
|
||||
} @else {
|
||||
<p class="dte-info-panel__hint">
|
||||
Pick a party in a collection row below — this panel shows whose account it is and what the balance
|
||||
becomes.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dte-controls">
|
||||
<mat-form-field appearance="outline" class="dte-field dte-field--agent">
|
||||
<mat-label>Agent</mat-label>
|
||||
<mat-select required formControlName="agentId" (selectionChange)="loadAgent()">
|
||||
@for (agent of selectableAgents; track agent.id) {
|
||||
<mat-option [value]="agent.id">
|
||||
{{ agent.agentCode }} · {{ agent.agentNameId }}
|
||||
@if (!agent.active) {
|
||||
<span class="dte-agent-off">— not collecting</span>
|
||||
}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (selectableAgents.length === 0) {
|
||||
<mat-hint class="dte-hint--missing">No active agent on file</mat-hint>
|
||||
} @else if (pickedAgentIsInactive) {
|
||||
<!-- Only reachable on a settlement: this agent no longer collects, but the cash they
|
||||
already hold still has to be able to reach a branch. -->
|
||||
<mat-hint class="dte-hint--missing">This agent no longer collects — settling held cash only</mat-hint>
|
||||
} @else if (agentInfo.name) {
|
||||
<mat-hint class="dte-hint--found">
|
||||
{{ agentParties.length }} {{ agentParties.length === 1 ? 'party' : 'parties' }} to collect from
|
||||
</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Date</mat-label>
|
||||
<!-- The date picks out a round, not just a posting date: a Party Tran settles whatever
|
||||
the agent wrote down for that day, so changing it has to fetch that day's list. -->
|
||||
<input
|
||||
matInput
|
||||
required
|
||||
[matDatepicker]="txnDatePicker"
|
||||
formControlName="transactionDate"
|
||||
(dateChange)="loadPendingEntries(); loadAgentMoney()"
|
||||
/>
|
||||
<mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #txnDatePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Tran. Type</mat-label>
|
||||
<mat-select required formControlName="transactionType">
|
||||
@for (type of transactionTypes; track type.label) {
|
||||
<mat-option [value]="type.label" [disabled]="!type.supported">
|
||||
{{ type.label }}
|
||||
@if (!type.supported) {
|
||||
<span class="dte-soon"> — not available yet</span>
|
||||
}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
What the agent wrote down on their round, waiting to be counted.
|
||||
|
||||
This used to be an empty grid the clerk typed the round into, and typing it posted it: a
|
||||
customer was credited the moment a line was keyed, whether or not the cash behind it ever
|
||||
reached the branch. The agent records their own collections now, and what the clerk does here
|
||||
is agree with them - so there is nothing to type, only a list to check against a bag of cash.
|
||||
-->
|
||||
@if (isPartyTran && agentInfo.name) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-list"></i>
|
||||
<h3>Collections up to {{ entryForm.get('transactionDate')?.value | dateFormat }}</h3>
|
||||
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadPendingEntries()">
|
||||
<i class="fas fa-sync"></i> Refresh
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (pendingLoading) {
|
||||
<p class="dte-empty">Reading this agent's entries...</p>
|
||||
} @else if (pendingEntries.length === 0) {
|
||||
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding up to this date.</p>
|
||||
} @else {
|
||||
@for (entry of pendingEntries; track entry.id) {
|
||||
<div class="dte-pending-row">
|
||||
<!-- The day the agent took it, on the line itself. All the lines carry the date
|
||||
chosen above, but a row that says so can be read, printed or shown to the agent
|
||||
on its own without the header to explain it. -->
|
||||
<span class="dte-pending-row__date">{{ entry.entryDate | dateFormat }}</span>
|
||||
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
||||
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
||||
<span class="dte-pending-row__mode"
|
||||
>{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="dte-total">
|
||||
<span>{{ pendingEntries.length }} {{ pendingEntries.length === 1 ? 'entry' : 'entries' }}</span>
|
||||
<strong>{{ pendingTotal | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
The figure the clerk counts against, said in words rather than left as a column total -
|
||||
it is the one number they are acting on, and the rest of the panel is working out.
|
||||
|
||||
It says what the agent wrote down and stops there. The money side - what is owed, what the
|
||||
cashier has taken in, and applying it - is Agent Tran, so each type has one job.
|
||||
-->
|
||||
<p class="dte-expected dte-expected--note">
|
||||
Everything {{ agentInfo.name }} wrote down and has not handed in yet, up to this date, customer by
|
||||
customer. The cash and its receipts are under Agent Tran.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!--
|
||||
The agent's money: what they owe on everything written down, what the cashier has taken in
|
||||
against it, and what is left.
|
||||
|
||||
This used to be a form the clerk typed an amount into to take the agent's cash in here. The
|
||||
cash is taken at the cashier's counter now, into the agent's own GL account, and one way to take
|
||||
the same cash in is the only safe number of ways - so there is nothing to type. What is done here
|
||||
is applying the cashier's receipts to the customers, in Apply DDS Receipt.
|
||||
-->
|
||||
@if (isAgentTran && agentInfo.name) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-hand-holding-usd"></i>
|
||||
<h3>Agent's cash</h3>
|
||||
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadAgentMoney()">
|
||||
<i class="fas fa-sync"></i> Refresh
|
||||
</button>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
class="dte-apply-receipt"
|
||||
(click)="openApplyReceipt()"
|
||||
>
|
||||
<i class="fas fa-receipt"></i> Apply DDS Receipt
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (!agentGlCode) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentInfo.name }} has no GL account, so the cashier has nowhere to take their cash. Set one on Agent
|
||||
Master.
|
||||
</p>
|
||||
} @else {
|
||||
<!-- The GL the cashier takes this agent's cash into - the code to key at Transaction Entry. -->
|
||||
<p class="dte-expected">
|
||||
Agent GL: <strong>{{ agentGlCode }}{{ agentGlName ? ' · ' + agentGlName : '' }}</strong> — the cashier
|
||||
takes {{ agentInfo.name }}'s cash into this GL (Entry Type DDS).
|
||||
</p>
|
||||
}
|
||||
|
||||
<div class="dte-money">
|
||||
<div class="dte-money__box">
|
||||
<span class="dte-money__label">To take</span>
|
||||
<strong>{{ agentOwed | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="dte-money__box">
|
||||
<span class="dte-money__label">Received (approved)</span>
|
||||
<strong>{{ agentReceived | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="dte-money__box" [class.dte-money__box--due]="agentBalance > 0">
|
||||
<span class="dte-money__label">Still to take</span>
|
||||
<strong>{{ agentBalance | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
@if (agentReceivedBeyondDay > 0) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentReceivedBeyondDay | number: '1.2-2' }} received at the counter is more than everything outstanding
|
||||
up to {{ entryForm.get('transactionDate')?.value | dateFormat }}. Check the voucher was taken for the
|
||||
right agent.
|
||||
</p>
|
||||
}
|
||||
@if (agentWaiting > 0) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentWaiting | number: '1.2-2' }} more is at the counter awaiting the manager's approval.
|
||||
</p>
|
||||
}
|
||||
|
||||
<h4 class="dte-subhead">
|
||||
Outstanding entries up to {{ entryForm.get('transactionDate')?.value | dateFormat }}
|
||||
</h4>
|
||||
@if (agentMoneyLoading) {
|
||||
<p class="dte-empty">Reading this agent's entries...</p>
|
||||
} @else if (agentDays.length === 0) {
|
||||
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding.</p>
|
||||
} @else {
|
||||
@for (day of agentDays; track day.date) {
|
||||
<div class="dte-pending-row dte-pending-row--day" (click)="toggleAgentDay(day.date)">
|
||||
<span class="dte-pending-row__date">{{ day.date | dateFormat }}</span>
|
||||
<span class="dte-pending-row__name">
|
||||
{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ day.total | number: '1.2-2' }}</span>
|
||||
<i [class]="agentOpenDay === day.date ? 'fas fa-chevron-up' : 'fas fa-chevron-down'"></i>
|
||||
</div>
|
||||
@if (agentOpenDay === day.date) {
|
||||
<div class="dte-day-lines">
|
||||
@for (entry of day.entries; track entry.id) {
|
||||
<div class="dte-pending-row">
|
||||
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
||||
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
||||
<span class="dte-pending-row__mode"
|
||||
>{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
<h4 class="dte-subhead">Cashier receipts</h4>
|
||||
@if (agentReceipts.length === 0) {
|
||||
<p class="dte-empty">
|
||||
No DDS receipt on {{ agentInfo.name }}'s GL account{{ agentGlCode ? ' ' + agentGlCode : '' }} waiting to
|
||||
be applied.
|
||||
</p>
|
||||
} @else {
|
||||
@for (receipt of agentReceipts; track receipt.id) {
|
||||
<div class="dte-pending-row">
|
||||
<span class="dte-pending-row__code">{{ receipt.voucherNo }}</span>
|
||||
<span class="dte-pending-row__date">{{ receipt.txnDate | dateFormat }}</span>
|
||||
<span class="dte-pending-row__name">{{ receipt.cashierName || '—' }}</span>
|
||||
<span class="dte-status" [class.dte-status--ok]="receipt.status === 'APPROVED'">
|
||||
{{ receipt.status === 'APPROVED' ? 'Approved' : 'Awaiting manager' }}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ receipt.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (isWithdrawDeposite) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-exchange-alt"></i>
|
||||
<h3>Withdraw Deposite</h3>
|
||||
</div>
|
||||
<div class="dte-grid">
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Party Code</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="creditorPartyCode"
|
||||
[matAutocomplete]="creditorAuto"
|
||||
#creditorTrigger="matAutocompleteTrigger"
|
||||
(click)="creditorTrigger.openPanel()"
|
||||
(focus)="creditorTrigger.openPanel()"
|
||||
(blur)="settleTransferParty('creditor')"
|
||||
placeholder="Search by code or name…"
|
||||
autocomplete="off"
|
||||
/>
|
||||
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
|
||||
>arrow_drop_down</mat-icon
|
||||
>
|
||||
<mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||
@for (party of transferPartyOptions('creditor'); track party.id) {
|
||||
<mat-option [value]="party.partyCode">
|
||||
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
||||
</mat-option>
|
||||
}
|
||||
@if (transferPartyOptions('creditor').length === 0) {
|
||||
<mat-option disabled>No open DDS account matches</mat-option>
|
||||
}
|
||||
</mat-autocomplete>
|
||||
<mat-hint>Account the money goes into</mat-hint>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Party Name</mat-label>
|
||||
<input matInput formControlName="creditorPartyName" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Curr Bal</mat-label>
|
||||
<input matInput formControlName="creditorPartyBalance" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Party Code</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="debitPartyCode"
|
||||
[matAutocomplete]="debitAuto"
|
||||
#debitTrigger="matAutocompleteTrigger"
|
||||
(click)="debitTrigger.openPanel()"
|
||||
(focus)="debitTrigger.openPanel()"
|
||||
(blur)="settleTransferParty('debit')"
|
||||
placeholder="Search by code or name…"
|
||||
autocomplete="off"
|
||||
/>
|
||||
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); debitTrigger.openPanel()"
|
||||
>arrow_drop_down</mat-icon
|
||||
>
|
||||
<mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||
@for (party of transferPartyOptions('debit'); track party.id) {
|
||||
<mat-option [value]="party.partyCode">
|
||||
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
||||
</mat-option>
|
||||
}
|
||||
@if (transferPartyOptions('debit').length === 0) {
|
||||
<mat-option disabled>No open DDS account matches</mat-option>
|
||||
}
|
||||
</mat-autocomplete>
|
||||
@if (transferToItself) {
|
||||
<mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
|
||||
} @else {
|
||||
<mat-hint>Account the money is taken from</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Party Name</mat-label>
|
||||
<input matInput formControlName="debitPartyName" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Curr Bal</mat-label>
|
||||
<input matInput formControlName="debitPartyBalance" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Amount</mat-label>
|
||||
<input matInput type="number" formControlName="withdrawAmount" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field dte-field--wide">
|
||||
<mat-label>Description</mat-label>
|
||||
<input matInput formControlName="withdrawDescription" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
|
||||
<div class="dte-section">
|
||||
<p class="dte-empty">
|
||||
"{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
|
||||
the backend distinguishes these transaction types.
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="dte-action-bar">
|
||||
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||
<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
|
||||
<button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
|
||||
<button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
|
||||
<button mat-stroked-button type="button" (click)="signature()">Signature</button>
|
||||
<!-- Party Tran and Agent Tran are read here, never saved: the agent writes the round down on
|
||||
their own screen and the cash is taken in at the cashier's counter. Agent Tran applies the
|
||||
cashier's receipts from its own Apply DDS Receipt. Only Withdraw Deposite still saves. -->
|
||||
@if (!isPartyTran && !isAgentTran) {
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="entryForm.invalid || transferToItself"
|
||||
(click)="save()"
|
||||
>
|
||||
Save
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,488 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.dte-container {
|
||||
// Wider than a normal form page: a collection row carries six fields side by side, and a clerk
|
||||
// keying a round should see the whole of it.
|
||||
max-width: 1280px;
|
||||
margin: 0 auto;
|
||||
padding: 20px 16px;
|
||||
}
|
||||
|
||||
.dte-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dte-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
padding: 20px 24px 24px;
|
||||
}
|
||||
|
||||
.dte-info-panels {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
|
||||
.dte-info-panel {
|
||||
border: 1px solid rgb(0 0 0 / 10%);
|
||||
border-radius: 8px;
|
||||
padding: 12px 16px;
|
||||
background: rgb(15 118 110 / 4%);
|
||||
|
||||
&__title {
|
||||
font-weight: 600;
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: $primary;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
|
||||
&__hint {
|
||||
margin: 0;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
dl {
|
||||
display: grid;
|
||||
grid-template-columns: auto 1fr;
|
||||
gap: 4px 12px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
dt {
|
||||
font-weight: 500;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
dd {
|
||||
margin: 0;
|
||||
font-size: 13px;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-controls {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 12px;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
// A sensible floor for the fields laid out with flex in .dte-controls, where there is room to spare.
|
||||
.dte-field {
|
||||
min-width: 180px;
|
||||
|
||||
&--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
}
|
||||
|
||||
// Inside the collection grid the track decides the width, not the field. Left to its own 180px
|
||||
// floor a field refuses to shrink into a narrower track and overruns the one beside it.
|
||||
.dte-collection-row .dte-field {
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.dte-section {
|
||||
padding: 16px 0;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
// A very narrow window scrolls the grid sideways rather than the whole page.
|
||||
overflow-x: auto;
|
||||
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
margin-bottom: 16px;
|
||||
|
||||
i {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
h3 {
|
||||
margin: 0;
|
||||
font-size: 16px;
|
||||
font-weight: 600;
|
||||
flex: 1;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.dte-add-row {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dte-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
.dte-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 8px 16px;
|
||||
}
|
||||
|
||||
/*
|
||||
* One collection per row. Fixed columns rather than an even split, so the row holds its shape as
|
||||
* fields come and go - Cheque No and Token No only appear for a non-cash entry - and the party
|
||||
* picker gets the width its "code · name · daily amount" needs.
|
||||
*/
|
||||
.dte-collection-row {
|
||||
display: grid;
|
||||
grid-template-columns:
|
||||
minmax(0, 2.2fr) /* Party */
|
||||
minmax(0, 1fr) /* TRTP */
|
||||
minmax(0, 1fr) /* AC Type */
|
||||
minmax(0, 1.4fr) /* A/C No. */
|
||||
minmax(0, 1fr) /* Amount */
|
||||
minmax(0, 1.6fr) /* Description */
|
||||
auto; /* remove */
|
||||
|
||||
gap: 8px 12px;
|
||||
align-items: start;
|
||||
padding: 10px 0;
|
||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||
|
||||
&:first-of-type {
|
||||
border-top: none;
|
||||
}
|
||||
|
||||
// Cheque No and Token No push Description and the remove button onto a second line, which is
|
||||
// what a non-cash entry should look like rather than a row running off the screen.
|
||||
&:has(.dte-field--instrument) {
|
||||
grid-template-columns:
|
||||
minmax(0, 2.2fr) minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.4fr) minmax(0, 1fr)
|
||||
minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.6fr) auto;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-collection-row .dte-field--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
|
||||
@media (width <= 1200px) {
|
||||
.dte-collection-row,
|
||||
.dte-collection-row:has(.dte-field--instrument) {
|
||||
grid-template-columns: repeat(3, minmax(0, 1fr)) auto;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-remove-row {
|
||||
color: #b91c1c;
|
||||
margin-top: 8px;
|
||||
}
|
||||
|
||||
.dte-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
@media (width <= 1000px) {
|
||||
.dte-info-panels {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.dte-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
|
||||
.dte-collection-row {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
|
||||
/* Resolved name under an Agent / Party Code field — the check that the right record was found. */
|
||||
.dte-hint--found {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--missing {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Marks an agent in the list who is no longer collecting - only offered for settlement. */
|
||||
.dte-agent-off {
|
||||
color: #b45309;
|
||||
font-size: 12px;
|
||||
font-style: italic;
|
||||
margin-left: 6px;
|
||||
}
|
||||
|
||||
/* The figure the clerk actually verifies against the passbook before saving. */
|
||||
.dte-after {
|
||||
font-weight: 600;
|
||||
color: #0f766e;
|
||||
}
|
||||
|
||||
/* What the agent should be handing over for this round. */
|
||||
.dte-total {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
align-items: baseline;
|
||||
gap: 14px;
|
||||
padding: 10px 4px 2px;
|
||||
border-top: 1px solid rgb(0 0 0 / 10%);
|
||||
font-size: 0.88rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
|
||||
strong {
|
||||
font-size: 1.1rem;
|
||||
color: rgb(0 0 0 / 85%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
/* Marks a transaction type the system does not handle yet, so it reads as pending rather than broken. */
|
||||
.dte-soon {
|
||||
font-size: 0.78rem;
|
||||
font-style: italic;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
/*
|
||||
* Marks a party this agent has already collected from today, on the row where it is picked.
|
||||
*
|
||||
* Amber, not red: a customer paying twice in a day is legitimate - arrears, or two days at once -
|
||||
* so this is a second look, not an error. Blocking it would stop real work; saying nothing lets a
|
||||
* whole round be credited twice.
|
||||
*/
|
||||
.dte-hint--again {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
* Where a party stands against its instalments. Three states rather than one colour, because they
|
||||
* call for three different things from the clerk: ahead means take nothing, behind means take more
|
||||
* than the daily amount, level means take the daily amount as usual.
|
||||
*
|
||||
* Behind is amber, not red - falling a few days behind is ordinary in daily collection and is the
|
||||
* agent's job to recover, not an error. Red here would cry wolf on most rows.
|
||||
*/
|
||||
.dte-hint--ahead,
|
||||
.dte-sched--ahead {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--behind,
|
||||
.dte-sched--behind {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--level,
|
||||
.dte-sched--level {
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
/* In the party panel the schedule line carries more weight than the fields around it. */
|
||||
.dte-sched {
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Says why a party in the list cannot be picked, beside the party rather than in a tooltip. */
|
||||
.dte-covered {
|
||||
color: #15803d;
|
||||
font-size: 0.8rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* An amount that looks like a slip. Red rather than the amber used for arrears: arrears are ordinary
|
||||
* and the agent's job to recover, while this is a figure that probably was not handed over at all,
|
||||
* and once saved it cannot be taken back. It still does not block - the clerk decides.
|
||||
*/
|
||||
.dte-hint--overpay {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
The agent's written-down round, as the counter reads it.
|
||||
|
||||
Laid out as lines rather than as the input grid this replaced: there is nothing to fill in here,
|
||||
only a list to check a bag of cash against, and controls would invite editing something the clerk
|
||||
has no business editing.
|
||||
*/
|
||||
.dte-pending-row {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 12px;
|
||||
padding: 10px 2px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
|
||||
&:last-of-type {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
/* First, and in the quieter weight: the date is context for the line, not what is being read. */
|
||||
&__date {
|
||||
min-width: 96px;
|
||||
opacity: 0.7;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__code {
|
||||
font-weight: 600;
|
||||
min-width: 84px;
|
||||
}
|
||||
|
||||
&__name {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
opacity: 0.75;
|
||||
}
|
||||
|
||||
&__mode {
|
||||
font-size: 12px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.5px;
|
||||
opacity: 0.6;
|
||||
}
|
||||
|
||||
/* Amounts are read down the column and compared, so the digits have to line up. */
|
||||
&__amount {
|
||||
font-variant-numeric: tabular-nums;
|
||||
font-weight: 600;
|
||||
min-width: 96px;
|
||||
text-align: right;
|
||||
}
|
||||
}
|
||||
|
||||
/* The one figure the clerk acts on, said as a sentence so it is not read as another column total. */
|
||||
.dte-expected {
|
||||
margin: 14px 2px 0;
|
||||
font-size: 14px;
|
||||
line-height: 1.5;
|
||||
|
||||
strong {
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
/* Quieter than the figure above it: a note about how the screen behaves, not part of the count. */
|
||||
.dte-expected--note {
|
||||
font-size: 13px;
|
||||
opacity: 0.65;
|
||||
margin-top: 4px;
|
||||
}
|
||||
|
||||
.dte-apply-receipt {
|
||||
margin-left: 8px;
|
||||
}
|
||||
|
||||
/* Agent Tran: what the agent owes, what the cashier has taken in, and what is left. */
|
||||
.dte-money {
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
margin: 8px 0 12px;
|
||||
flex-wrap: wrap;
|
||||
|
||||
&__box {
|
||||
flex: 1;
|
||||
min-width: 160px;
|
||||
padding: 10px 14px;
|
||||
border: 1px solid rgb(0 0 0 / 10%);
|
||||
border-radius: 8px;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
font-variant-numeric: tabular-nums;
|
||||
|
||||
strong {
|
||||
font-size: 18px;
|
||||
}
|
||||
|
||||
&--due {
|
||||
border-color: rgb(198 40 40 / 40%);
|
||||
background: rgb(198 40 40 / 4%);
|
||||
}
|
||||
}
|
||||
|
||||
&__label {
|
||||
font-size: 12px;
|
||||
opacity: 0.7;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-subhead {
|
||||
margin: 16px 0 4px;
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.dte-pending-row--day {
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.dte-day-lines {
|
||||
margin-left: 24px;
|
||||
max-height: 280px;
|
||||
overflow-y: auto;
|
||||
border-left: 3px solid rgb(25 118 210 / 30%);
|
||||
padding-left: 10px;
|
||||
}
|
||||
|
||||
.dte-status {
|
||||
font-size: 12px;
|
||||
padding: 2px 8px;
|
||||
border-radius: 10px;
|
||||
background: rgb(237 108 2 / 12%);
|
||||
color: #b45309;
|
||||
|
||||
&--ok {
|
||||
background: rgb(46 125 50 / 12%);
|
||||
color: #2e7d32;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-list-arrow {
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.dte-same-party {
|
||||
color: #c62828;
|
||||
font-weight: 600;
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
+56
@@ -0,0 +1,56 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title>{{ title }}</h2>
|
||||
|
||||
<mat-dialog-content>
|
||||
<mat-form-field appearance="outline" class="dcd-field">
|
||||
<mat-label>Party</mat-label>
|
||||
<mat-select [(ngModel)]="partyCode" (selectionChange)="partyChanged()">
|
||||
@for (p of eligibleParties; track p.id) {
|
||||
<mat-option [value]="p.partyCode">
|
||||
{{ p.partyCode }} · {{ p.partyName }} · Daily {{ p.dailyDepositAmount | number: '1.0-0' }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (eligibleParties.length === 0) {
|
||||
<!-- Only reachable on the arrears side: nobody is behind within the window. -->
|
||||
<mat-hint class="dcd-none">No party has recoverable days</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dcd-field">
|
||||
<mat-label>Days</mat-label>
|
||||
<mat-select [(ngModel)]="days" [disabled]="!partyCode">
|
||||
@for (d of dayOptions; track d) {
|
||||
<mat-option [value]="d">{{ d }} {{ d === 1 ? 'day' : 'days' }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (isAdvance) {
|
||||
<mat-hint>Up to 5 days</mat-hint>
|
||||
} @else if (partyCode) {
|
||||
<mat-hint>Only days still within the catch-up window</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<!--
|
||||
What it comes to, shown before it is added rather than after. The clerk quotes this to the
|
||||
customer, so it has to be the scheme's own figure and has to be visible while deciding.
|
||||
-->
|
||||
@if (amount > 0) {
|
||||
<div class="dcd-amount">
|
||||
<span class="dcd-amount__figure">{{ amount | number: '1.2-2' }}</span>
|
||||
<span class="dcd-amount__basis"> {{ days }} × {{ party?.dailyDepositAmount | number: '1.2-2' }} daily </span>
|
||||
</div>
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-button mat-dialog-close type="button">Cancel</button>
|
||||
<button mat-raised-button color="primary" type="button" [disabled]="!canAdd" (click)="add()">Add</button>
|
||||
</mat-dialog-actions>
|
||||
+42
@@ -0,0 +1,42 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.dcd-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.dcd-none {
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
/*
|
||||
* The figure the clerk quotes at the counter. Larger than the fields above it because it is the one
|
||||
* thing the customer is told, and it is shown with its basis so the clerk can say where it came from
|
||||
* rather than just naming a number.
|
||||
*/
|
||||
.dcd-amount {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 10px;
|
||||
margin-top: 6px;
|
||||
padding: 12px 14px;
|
||||
border-radius: 6px;
|
||||
background: rgb(15 118 110 / 8%);
|
||||
|
||||
&__figure {
|
||||
font-size: 1.3rem;
|
||||
font-weight: 600;
|
||||
color: #0f766e;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__basis {
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
}
|
||||
+115
@@ -0,0 +1,115 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatSelectModule } from '@angular/material/select';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
|
||||
/**
|
||||
* Collecting for days other than today - either paid ahead, or owed from days gone by.
|
||||
*
|
||||
* Both are the same act from the counter's side: the customer is paying for a number of days, and
|
||||
* what that comes to is the scheme's business, not the clerk's. So the clerk picks days and the
|
||||
* amount follows. Typing an amount instead would let the daily figure be worked around a little at a
|
||||
* time, and would quote the customer something the scheme does not charge.
|
||||
*
|
||||
* The two differ only in how many days are on offer. Paying ahead is capped by the bank's allowance.
|
||||
* Paying arrears is capped by what is still inside the catch-up window - older instalments are gone,
|
||||
* and offering them would have the clerk asking for money the bank has already written off.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-day-collection-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatSelectModule,
|
||||
MatFormFieldModule,
|
||||
MatInputModule
|
||||
],
|
||||
templateUrl: './day-collection-dialog.component.html',
|
||||
styleUrls: ['./day-collection-dialog.component.scss']
|
||||
})
|
||||
export class DayCollectionDialogComponent {
|
||||
private dialogRef = inject(MatDialogRef<DayCollectionDialogComponent>);
|
||||
/** { mode: 'advance' | 'previous', parties: [] } - the agent's parties, as the screen already has them. */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
partyCode = '';
|
||||
days: number | '' = '';
|
||||
|
||||
get isAdvance(): boolean {
|
||||
return this.data?.mode === 'advance';
|
||||
}
|
||||
|
||||
get title(): string {
|
||||
return this.isAdvance ? 'Collect in advance' : 'Collect previous days';
|
||||
}
|
||||
|
||||
get party(): any {
|
||||
return (this.data?.parties || []).find((p: any) => String(p.partyCode) === this.partyCode) || null;
|
||||
}
|
||||
|
||||
/**
|
||||
* The parties this can be used on.
|
||||
*
|
||||
* Paying ahead is offered to anyone. Paying arrears is offered only where there are arrears still
|
||||
* inside the window - on an account that is up to date there is nothing to collect for past days,
|
||||
* and listing it would invite an entry that is really an advance in disguise.
|
||||
*/
|
||||
get eligibleParties(): any[] {
|
||||
const parties = this.data?.parties || [];
|
||||
return this.isAdvance ? parties : parties.filter((p: any) => Number(p.recoverableAmount || 0) > 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* How many days may be picked. Five ahead, matching the bank's allowance and the server's own
|
||||
* check; for arrears, only what has not yet fallen out of the catch-up window.
|
||||
*/
|
||||
get dayOptions(): number[] {
|
||||
const daily = Number(this.party?.dailyDepositAmount || 0);
|
||||
if (!this.party || daily <= 0) {
|
||||
return [];
|
||||
}
|
||||
const limit = this.isAdvance ? 5 : Math.floor(Number(this.party.recoverableAmount || 0) / daily);
|
||||
return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1);
|
||||
}
|
||||
|
||||
get amount(): number {
|
||||
return Number(this.party?.dailyDepositAmount || 0) * Number(this.days || 0);
|
||||
}
|
||||
|
||||
/** Clearing the days when the party changes - a count valid for one account is not for another. */
|
||||
partyChanged(): void {
|
||||
this.days = '';
|
||||
}
|
||||
|
||||
get canAdd(): boolean {
|
||||
return !!this.partyCode && Number(this.days) > 0 && this.amount > 0;
|
||||
}
|
||||
|
||||
add(): void {
|
||||
this.dialogRef.close({
|
||||
partyCode: this.partyCode,
|
||||
days: Number(this.days),
|
||||
amount: this.amount,
|
||||
// Sent as days, not just an amount: the server recomputes what they come to and checks it
|
||||
// against this account, so the figure quoted here is the one that gets posted.
|
||||
advanceDays: this.isAdvance ? Number(this.days) : undefined,
|
||||
arrearsDays: this.isAdvance ? undefined : Number(this.days)
|
||||
});
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,21 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="nd-head">
|
||||
<span class="nd-head__ic"><fa-icon icon="info-circle"></fa-icon></span>
|
||||
<h2 class="nd-head__title">{{ data.heading }}</h2>
|
||||
</div>
|
||||
|
||||
<mat-dialog-content>
|
||||
<p class="nd-message">{{ data.message }}</p>
|
||||
</mat-dialog-content>
|
||||
|
||||
<!-- One button, because there is nothing here to agree to or call off. -->
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-flat-button color="primary" mat-dialog-close>OK</button>
|
||||
</mat-dialog-actions>
|
||||
@@ -0,0 +1,44 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.nd-head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
padding: 18px 24px 4px;
|
||||
|
||||
/*
|
||||
* Teal rather than the amber or red the platform's other dialogs use. Nothing has gone wrong here
|
||||
* and nothing is at risk - the clerk is being told a fact about the agent they picked, and a
|
||||
* warning colour would send them looking for a fault that is not there.
|
||||
*/
|
||||
&__ic {
|
||||
display: grid;
|
||||
place-items: center;
|
||||
width: 34px;
|
||||
height: 34px;
|
||||
border-radius: 8px;
|
||||
background: rgb(15 118 110 / 10%);
|
||||
color: #0f766e;
|
||||
flex: none;
|
||||
}
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 1.05rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
.nd-message {
|
||||
margin: 0;
|
||||
max-width: 44ch; /* stylelint-disable-line unit-allowed-list */
|
||||
font-size: 0.9rem;
|
||||
line-height: 1.55;
|
||||
color: rgb(0 0 0 / 70%);
|
||||
}
|
||||
@@ -0,0 +1,39 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
|
||||
/**
|
||||
* Something the clerk needs told, with nothing to decide.
|
||||
*
|
||||
* The platform's confirmation dialog asks a question - Cancel or Confirm - and its buttons imply a
|
||||
* choice. Used for a plain statement it leaves the clerk hunting for what they are agreeing to, and
|
||||
* "Cancel" reads as though the thing being described could be undone. The error dialog has the right
|
||||
* single button but dresses the message in red, which turns "this agent has no parties" into a fault.
|
||||
*
|
||||
* So: one button, and the message stands on its own.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-notice-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
FaIconComponent
|
||||
],
|
||||
templateUrl: './notice-dialog.component.html',
|
||||
styleUrls: ['./notice-dialog.component.scss']
|
||||
})
|
||||
export class NoticeDialogComponent {
|
||||
/** { heading, message } */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
}
|
||||
@@ -0,0 +1,557 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="dav-page">
|
||||
@if (isLoading) {
|
||||
<div class="dav-card dav-state">
|
||||
<mat-spinner diameter="32"></mat-spinner>
|
||||
<span>Loading account…</span>
|
||||
</div>
|
||||
} @else if (!account) {
|
||||
<div class="dav-card dav-state">
|
||||
<fa-icon icon="inbox" size="2x"></fa-icon>
|
||||
<span>DDS account not found</span>
|
||||
<button class="dav-btn" (click)="back()"><fa-icon icon="arrow-left"></fa-icon> DDS Accounts</button>
|
||||
</div>
|
||||
} @else {
|
||||
<!-- Banner, as the savings account page opens -->
|
||||
<div class="dav-banner">
|
||||
<div class="dav-banner__icon"><fa-icon icon="coins"></fa-icon></div>
|
||||
<div class="dav-banner__text">
|
||||
<span class="dav-pill" [ngClass]="'dav-pill--' + (account.status || '').toLowerCase()"
|
||||
>● {{ account.status }}</span
|
||||
>
|
||||
<h2 class="dav-banner__title">{{ account.subType }}</h2>
|
||||
<div class="dav-banner__meta">
|
||||
<span class="dav-banner__label">Account Number</span>
|
||||
<span class="dav-banner__value dav-mono">{{ account.accountNo }}</span>
|
||||
<span class="dav-banner__label">Client Name</span>
|
||||
<span class="dav-banner__value">{{ account.clientName || account.partyName }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="dav-banner__boxes">
|
||||
<div class="dav-box">
|
||||
<span class="dav-box__label">Current Balance</span>
|
||||
<span class="dav-box__value">₹{{ account.currentBalance || 0 | formatNumber }}</span>
|
||||
</div>
|
||||
<div class="dav-box">
|
||||
<span class="dav-box__label">Maturity Amount</span>
|
||||
<span class="dav-box__value">₹{{ account.maturityAmount || 0 | formatNumber }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="dav-banner__actions">
|
||||
<button class="dav-icon-btn" (click)="back()" matTooltip="Back to DDS Accounts">
|
||||
<fa-icon icon="arrow-left"></fa-icon>
|
||||
</button>
|
||||
<button class="dav-icon-btn" (click)="openInPartyMaster()" matTooltip="Open in DDS Party Master">
|
||||
<fa-icon icon="pen"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Tabs -->
|
||||
<div class="dav-tabs">
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'general'" (click)="tab = 'general'">
|
||||
<fa-icon icon="info-circle"></fa-icon> General
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'transactions'" (click)="tab = 'transactions'">
|
||||
<fa-icon icon="exchange-alt"></fa-icon> Transactions
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'passbook'" (click)="tab = 'passbook'">
|
||||
<fa-icon icon="book"></fa-icon> Passbook
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'nominees'" (click)="tab = 'nominees'">
|
||||
<fa-icon icon="user"></fa-icon> Nominees
|
||||
</button>
|
||||
@if (account.status === 'CLOSED') {
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'closure'" (click)="tab = 'closure'">
|
||||
<fa-icon icon="lock"></fa-icon> Closure
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Closure: how a closed account was closed and where its money went -->
|
||||
@if (tab === 'closure') {
|
||||
@if (!closure) {
|
||||
<div class="dav-card">
|
||||
<div class="dav-row"><span>Loading closure details…</span></div>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-columns">
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> How It Closed</div>
|
||||
<div class="dav-row">
|
||||
<span>Type</span>
|
||||
<strong>
|
||||
{{ closureLabels[closure.closureType] || closure.closureType }}
|
||||
@if (closure.withinLockin) {
|
||||
<em class="dav-closure-tag">within lock-in</em>
|
||||
}
|
||||
</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Closed On</span><strong>{{ closure.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
@if (closure.paidOutBy) {
|
||||
<div class="dav-row">
|
||||
<span>Paid Out By</span><strong>{{ closure.paidOutBy }}</strong>
|
||||
</div>
|
||||
}
|
||||
<div class="dav-row">
|
||||
<span>Closed By</span><strong>{{ closure.closedBy || '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Approved By</span><strong>{{ closure.approvedBy || '—' }}</strong>
|
||||
</div>
|
||||
@if (closure.lockinOverrideReason) {
|
||||
<div class="dav-row">
|
||||
<span>Reason</span><strong>{{ closure.lockinOverrideReason }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.shortfallBorneBy) {
|
||||
<div class="dav-row">
|
||||
<span>Cost Borne By</span>
|
||||
<strong>{{
|
||||
closure.shortfallBorneBy === 'AGENT' ? 'Agent — ' + closure.agentCode : 'Customer'
|
||||
}}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> The Money</div>
|
||||
<div class="dav-row">
|
||||
<span>Balance at Close</span><strong>₹{{ closure.balanceAtClose || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
@if (closure.interestRecovered > 0) {
|
||||
<div class="dav-row">
|
||||
<span>Interest Recovered</span
|
||||
><strong class="dav-dr">− ₹{{ closure.interestRecovered | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.interestToppedUpByAgent > 0) {
|
||||
<div class="dav-row">
|
||||
<span>Interest Funded by Agent</span
|
||||
><strong class="dav-cr">+ ₹{{ closure.interestToppedUpByAgent | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
<div class="dav-row dav-closure-total">
|
||||
<span>Paid Out</span><strong>₹{{ closure.paidOut || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
@if (closure.closureType === 'PREMATURE') {
|
||||
<div class="dav-row">
|
||||
<span>Agent Penalty ({{ closure.agentCode }})</span
|
||||
><strong>₹{{ closure.agentCommissionPenalty || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Where It Went</div>
|
||||
@if (closure.destination === 'OWN_ACCOUNT') {
|
||||
<div class="dav-row"><span>Paid Into</span><strong>Customer's own account</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>Account</span><strong class="dav-mono">{{ closure.creditedAccount?.accountNo }}</strong>
|
||||
</div>
|
||||
@if (closure.creditedAccount?.productName) {
|
||||
<div class="dav-row">
|
||||
<span>Product</span><strong>{{ closure.creditedAccount.productName }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.creditedAccount?.owner) {
|
||||
<div class="dav-row">
|
||||
<span>Holder</span><strong>{{ closure.creditedAccount.owner }}</strong>
|
||||
</div>
|
||||
}
|
||||
} @else if (closure.destination === 'SUNDRY') {
|
||||
<div class="dav-row"><span>Parked In</span><strong>Sundry (customer has no account here)</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>GL Account</span
|
||||
><strong class="dav-mono">{{ closure.sundryGl?.glCode }} · {{ closure.sundryGl?.glName }}</strong>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-row"><span>Paid Out</span><strong>Nothing - the balance was nil</strong></div>
|
||||
}
|
||||
@if (closure.voucherNo) {
|
||||
<div class="dav-row">
|
||||
<span>Voucher</span><strong class="dav-mono">{{ closure.voucherNo }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.payoutDate) {
|
||||
<div class="dav-row">
|
||||
<span>Paid On</span><strong>{{ closure.payoutDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.passbookNote) {
|
||||
<div class="dav-row">
|
||||
<span>Passbook Note</span><strong>{{ closure.passbookNote }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@if (closure.ledgerEntries?.length) {
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Ledger Entry</div>
|
||||
<div class="dav-row">
|
||||
<span>Transaction ID</span><strong class="dav-mono">{{ closure.ledgerTransactionId }}</strong>
|
||||
</div>
|
||||
@for (leg of closure.ledgerEntries; track $index) {
|
||||
<div class="dav-row">
|
||||
<span>{{ leg.glCode }} · {{ leg.glName }}</span>
|
||||
<strong [class.dav-dr]="leg.side === 'DR'" [class.dav-cr]="leg.side === 'CR'">
|
||||
{{ leg.side }} ₹{{ leg.amount | formatNumber }}
|
||||
</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- General -->
|
||||
@if (tab === 'general') {
|
||||
<div class="dav-columns">
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> DDS Details</div>
|
||||
<div class="dav-row">
|
||||
<span>Account Number</span><strong class="dav-mono">{{ account.accountNo }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Party Code</span><strong>{{ account.partyCode }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Client Name</span><strong>{{ account.clientName }} ({{ account.clientId }})</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Agent</span><strong>{{ account.agentCode }} · {{ account.agentName }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Branch</span><strong>{{ account.officeName }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Product</span><strong>{{ account.subType }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Opened On</span><strong>{{ account.openingDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Matures On</span><strong>{{ account.maturityDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Daily Deposit</span><strong>₹{{ account.dailyDepositAmount || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Term</span><strong>{{ account.month }} months · {{ account.days }} days</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Rate</span><strong>{{ account.interestRate }} %</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Currency</span><strong>Indian Rupee <em class="dav-mono">[INR]</em></strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Performance History</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Collected</span><strong class="dav-cr">₹{{ totalOf('PARTY_TRAN') | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Paid Out</span><strong class="dav-dr">₹{{ totalDebitsAll | formatNumber }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Account Summary</div>
|
||||
<div class="dav-row">
|
||||
<span>Collected to Date</span><strong>₹{{ account.collectedToDate || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Expected to Date</span><strong>₹{{ account.expectedToDate || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Standing</span>
|
||||
<strong>
|
||||
@if (account.advanceDays > 0) {
|
||||
{{ account.advanceDays }} days ahead
|
||||
} @else if (account.arrearsDays > 0) {
|
||||
<span class="dav-dr">{{ account.arrearsDays }} days behind</span>
|
||||
} @else {
|
||||
Up to date
|
||||
}
|
||||
</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Instalments Due</span><strong>{{ account.instalmentsDue ?? 0 }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Calculated, Not Posted</span
|
||||
><strong>₹{{ account.interestCalc || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row"><span>Interest Calculated Using</span><strong>Daily Balance</strong></div>
|
||||
<div class="dav-row"><span>Days in Year</span><strong>365 Days</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>Last Interest Date</span
|
||||
><strong>{{ account.interestDate ? (account.interestDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Last Transaction Date</span
|
||||
><strong>{{ lastTransactionDate ? (lastTransactionDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Maturity Amount</span><strong>₹{{ account.maturityAmount || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Lien</span>
|
||||
<strong>{{ account.lien ? 'Yes — ₹' + (account.amountHeldUnderLien || 0) : 'No' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Freeze</span><strong>{{ account.freezeCode || 'Normal' }}</strong>
|
||||
</div>
|
||||
@if (account.closeDate) {
|
||||
<div class="dav-row">
|
||||
<span>Closed On</span><strong>{{ account.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Transactions -->
|
||||
@if (tab === 'transactions') {
|
||||
<div class="dav-card">
|
||||
<div class="dav-toolbar">
|
||||
<div class="dav-datepick">
|
||||
<span>From</span>
|
||||
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="dav-datepick">
|
||||
<span>To</span>
|
||||
<input type="date" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
<button class="dav-btn" (click)="showToday()"><fa-icon icon="clock"></fa-icon> Today</button>
|
||||
@if (hasDateFilters) {
|
||||
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
||||
}
|
||||
<div class="dav-totals">
|
||||
<span class="dav-cr">Credits ₹{{ totalCredits | formatNumber }}</span>
|
||||
<span class="dav-dr">Debits ₹{{ totalDebits | formatNumber }}</span>
|
||||
</div>
|
||||
<button class="dav-btn dav-btn--primary" (click)="exportCsv()" [disabled]="shownTransactions.length === 0">
|
||||
Export
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (shownTransactions.length === 0) {
|
||||
<div class="dav-state">
|
||||
<fa-icon icon="inbox" size="2x"></fa-icon>
|
||||
<span>{{
|
||||
hasDateFilters
|
||||
? 'Nothing moved on this account in these dates'
|
||||
: 'Nothing has been credited to this account yet'
|
||||
}}</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-table-wrap">
|
||||
<table class="dav-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>ID</th>
|
||||
<th>Transaction Date</th>
|
||||
<th>Transaction Type</th>
|
||||
<th>Voucher</th>
|
||||
<th>Description</th>
|
||||
<th class="dav-right">Debit</th>
|
||||
<th class="dav-right">Credit</th>
|
||||
<th class="dav-right">Balance</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (txn of shownTransactions; track txn.id; let i = $index) {
|
||||
<tr>
|
||||
<td>{{ i + 1 }}</td>
|
||||
<td>{{ txn.id }}</td>
|
||||
<td>{{ txn.transactionDate | date: 'dd MMMM yyyy' }}</td>
|
||||
<td>{{ label(txn.transactionType) }}</td>
|
||||
<td class="dav-mono">{{ txn.voucherNo || '—' }}</td>
|
||||
<td class="dav-desc">{{ txn.description }}</td>
|
||||
<td class="dav-right">
|
||||
{{ txn.direction === 'DEBIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
{{ txn.direction === 'CREDIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>₹{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Passbook: the same entries oldest first, the way a passbook is written up, and printable -->
|
||||
@if (tab === 'passbook') {
|
||||
<div class="dav-card">
|
||||
<div class="dav-toolbar dav-noprint">
|
||||
<div class="dav-datepick">
|
||||
<span>From</span>
|
||||
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="dav-datepick">
|
||||
<span>To</span>
|
||||
<input type="date" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
@if (hasDateFilters) {
|
||||
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
||||
}
|
||||
<button class="dav-btn dav-btn--primary dav-push" (click)="printPassbook()">
|
||||
<fa-icon icon="print"></fa-icon> Print
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="dav-passbook" id="dds-passbook">
|
||||
<div class="dav-pb-head">
|
||||
<div>
|
||||
<div class="dav-pb-title">DDS Passbook</div>
|
||||
<div class="dav-pb-sub">{{ account.officeName }}</div>
|
||||
</div>
|
||||
<div class="dav-pb-grid">
|
||||
<span>Account No</span><strong class="dav-mono">{{ account.accountNo }}</strong> <span>Party Code</span
|
||||
><strong>{{ account.partyCode }}</strong> <span>Name</span
|
||||
><strong>{{ account.clientName || account.partyName }}</strong> <span>Product</span
|
||||
><strong>{{ account.subType }} · {{ account.interestRate }} %</strong> <span>Opened On</span
|
||||
><strong>{{ account.openingDate | date: 'dd/MM/yyyy' }}</strong> <span>Agent</span
|
||||
><strong>{{ account.agentCode }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (passbookEntries.length === 0) {
|
||||
<div class="dav-state">
|
||||
<span>{{ hasDateFilters ? 'No entries in these dates' : 'No entries yet' }}</span>
|
||||
</div>
|
||||
} @else {
|
||||
<table class="dav-table dav-pb-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
<th>Voucher</th>
|
||||
<th>Particulars</th>
|
||||
<th class="dav-right">Withdrawals</th>
|
||||
<th class="dav-right">Deposits</th>
|
||||
<th class="dav-right">Balance</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (txn of passbookEntries; track txn.id) {
|
||||
<tr>
|
||||
<td>{{ txn.transactionDate | date: 'dd/MM/yyyy' }}</td>
|
||||
<td class="dav-mono">{{ txn.voucherNo || '' }}</td>
|
||||
<td>
|
||||
{{ label(txn.transactionType) }}
|
||||
@if (txn.description) {
|
||||
<span class="dav-pb-note">{{ txn.description }}</span>
|
||||
}
|
||||
</td>
|
||||
<td class="dav-right">{{ txn.direction === 'DEBIT' ? (txn.amount | formatNumber) : '' }}</td>
|
||||
<td class="dav-right">{{ txn.direction === 'CREDIT' ? (txn.amount | formatNumber) : '' }}</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td colspan="3"><strong>Total</strong></td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ totalDebits | formatNumber }}</strong>
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ totalCredits | formatNumber }}</strong>
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ passbookClosingBalance | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Nominees -->
|
||||
@if (tab === 'nominees') {
|
||||
<div class="dav-card">
|
||||
@if (!account.nominees || account.nominees.length === 0) {
|
||||
<div class="dav-state">
|
||||
<fa-icon icon="user" size="2x"></fa-icon>
|
||||
<span>No nominee on this account</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-table-wrap">
|
||||
<table class="dav-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Name</th>
|
||||
<th>Relation</th>
|
||||
<th>Gender</th>
|
||||
<th>Mobile</th>
|
||||
<th>Birth Date</th>
|
||||
<th>Nominated On</th>
|
||||
<th>Guardian</th>
|
||||
<th class="dav-right">{{ account.nomineeSplitMode === 'Sequence' ? 'Order' : 'Share %' }}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (nominee of account.nominees; track nominee.id; let i = $index) {
|
||||
<tr>
|
||||
<td>{{ i + 1 }}</td>
|
||||
<td>
|
||||
<strong>{{ nominee.name }}</strong>
|
||||
</td>
|
||||
<td>{{ nominee.relation }}</td>
|
||||
<td>{{ nominee.gender }}</td>
|
||||
<td>{{ nominee.mobileNo || '—' }}</td>
|
||||
<td>{{ nominee.birthDate ? (nominee.birthDate | date: 'dd MMM yyyy') : '—' }}</td>
|
||||
<td>{{ nominee.nominationDate ? (nominee.nominationDate | date: 'dd MMM yyyy') : '—' }}</td>
|
||||
<td>{{ nominee.guardianName || '—' }}</td>
|
||||
<td class="dav-right">
|
||||
{{ account.nomineeSplitMode === 'Sequence' ? nominee.sequenceNo : (nominee.sharePercent ?? '—') }}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,459 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/* One DDS account's page, laid out the way the savings account page is: a banner, tabs, cards. */
|
||||
|
||||
.dav-page {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 16px;
|
||||
padding: 24px 32px;
|
||||
}
|
||||
|
||||
.dav-mono {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-style: normal;
|
||||
}
|
||||
|
||||
.dav-cr {
|
||||
color: #047857;
|
||||
}
|
||||
|
||||
.dav-dr {
|
||||
color: #b91c1c;
|
||||
}
|
||||
|
||||
.dav-right {
|
||||
text-align: right !important;
|
||||
}
|
||||
|
||||
/* ── Banner ───────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-banner {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 16px;
|
||||
padding: 16px 24px;
|
||||
border-radius: 16px;
|
||||
color: #fff;
|
||||
background: linear-gradient(90deg, #1e3a8a 0%, #2d3fb4 55%, #5b47d6 100%);
|
||||
box-shadow: 0 8px 24px rgb(30 58 138 / 25%);
|
||||
}
|
||||
|
||||
.dav-banner__icon {
|
||||
width: 48px;
|
||||
height: 48px;
|
||||
border-radius: 12px;
|
||||
display: grid;
|
||||
place-items: center;
|
||||
font-size: 1.3rem;
|
||||
background: rgb(255 255 255 / 16%);
|
||||
border: 1px solid rgb(255 255 255 / 25%);
|
||||
}
|
||||
|
||||
.dav-banner__text {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.dav-pill {
|
||||
align-self: flex-start;
|
||||
padding: 2px 10px;
|
||||
border-radius: 999px;
|
||||
font-size: 0.7rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.04em;
|
||||
background: rgb(16 185 129 / 25%);
|
||||
color: #a7f3d0;
|
||||
border: 1px solid rgb(167 243 208 / 40%);
|
||||
}
|
||||
|
||||
.dav-pill--closed {
|
||||
background: rgb(148 163 184 / 25%);
|
||||
color: #e2e8f0;
|
||||
border-color: rgb(226 232 240 / 40%);
|
||||
}
|
||||
|
||||
.dav-banner__title {
|
||||
margin: 0;
|
||||
font-size: 1.25rem;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.dav-banner__meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
align-items: baseline;
|
||||
gap: 6px 12px;
|
||||
}
|
||||
|
||||
.dav-banner__label {
|
||||
font-size: 0.7rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(255 255 255 / 60%);
|
||||
}
|
||||
|
||||
.dav-banner__value {
|
||||
font-size: 0.9rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.dav-banner__boxes {
|
||||
margin-left: auto;
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.dav-box {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
padding: 10px 18px;
|
||||
border-radius: 12px;
|
||||
background: rgb(255 255 255 / 12%);
|
||||
border: 1px solid rgb(255 255 255 / 25%);
|
||||
}
|
||||
|
||||
.dav-box__label {
|
||||
font-size: 0.68rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(255 255 255 / 70%);
|
||||
}
|
||||
|
||||
.dav-box__value {
|
||||
font-size: 1.15rem;
|
||||
font-weight: 700;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.dav-banner__actions {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.dav-icon-btn {
|
||||
width: 38px;
|
||||
height: 38px;
|
||||
border-radius: 50%;
|
||||
border: 1px solid rgb(255 255 255 / 35%);
|
||||
background: rgb(255 255 255 / 12%);
|
||||
color: #fff;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: rgb(255 255 255 / 22%);
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Tabs ─────────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-tabs {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
padding: 8px;
|
||||
border-radius: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-tab {
|
||||
flex: 1;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
gap: 6px;
|
||||
padding: 10px 16px;
|
||||
border: 0;
|
||||
border-radius: 10px;
|
||||
background: transparent;
|
||||
font-size: 0.95rem;
|
||||
font-weight: 600;
|
||||
color: #475569;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #f1f5f9;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-tab--on {
|
||||
color: #fff;
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
box-shadow: 0 4px 12px rgb(37 99 235 / 30%);
|
||||
|
||||
&:hover {
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Cards ────────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-columns {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(380px, 1fr));
|
||||
gap: 16px;
|
||||
align-items: start;
|
||||
}
|
||||
|
||||
.dav-column {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 16px;
|
||||
}
|
||||
|
||||
.dav-card {
|
||||
border-radius: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid rgb(0 0 0 / 7%);
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
.dav-card__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
padding: 14px 20px;
|
||||
font-size: 1rem;
|
||||
font-weight: 700;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-card__dot {
|
||||
width: 30px;
|
||||
height: 30px;
|
||||
border-radius: 8px;
|
||||
background: linear-gradient(135deg, #2563eb, #1e40af);
|
||||
}
|
||||
|
||||
.dav-row {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
padding: 12px 20px;
|
||||
border-bottom: 1px dashed rgb(0 0 0 / 7%);
|
||||
font-size: 0.92rem;
|
||||
|
||||
&:last-child {
|
||||
border-bottom: 0;
|
||||
}
|
||||
|
||||
span {
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
strong {
|
||||
text-align: right;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-state {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 48px 16px;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/* ── Transactions ─────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 12px;
|
||||
padding: 14px 20px;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-datepick {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
|
||||
span {
|
||||
font-size: 0.68rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
input {
|
||||
padding: 6px 10px;
|
||||
border-radius: 8px;
|
||||
border: 1px solid rgb(0 0 0 / 15%);
|
||||
font: inherit;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 8px 14px;
|
||||
border-radius: 8px;
|
||||
border: 1px solid rgb(0 0 0 / 15%);
|
||||
background: #fff;
|
||||
font-weight: 600;
|
||||
cursor: pointer;
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.5;
|
||||
cursor: default;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-btn--primary {
|
||||
color: #fff;
|
||||
border-color: transparent;
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
}
|
||||
|
||||
.dav-totals {
|
||||
margin-left: auto;
|
||||
display: flex;
|
||||
gap: 16px;
|
||||
font-size: 0.88rem;
|
||||
font-weight: 700;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.dav-table-wrap {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.dav-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 0.92rem;
|
||||
|
||||
th {
|
||||
padding: 14px 16px;
|
||||
text-align: left;
|
||||
font-size: 0.72rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: #475569;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 16px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 5%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
tbody tr:nth-child(odd) {
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-desc {
|
||||
max-width: 320px;
|
||||
color: rgb(0 0 0 / 65%);
|
||||
}
|
||||
|
||||
@media (width <= 720px) {
|
||||
.dav-page {
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
.dav-banner__boxes {
|
||||
margin-left: 0;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.dav-tab {
|
||||
font-size: 0.85rem;
|
||||
padding: 8px;
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Passbook ─────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-push {
|
||||
margin-left: auto;
|
||||
}
|
||||
|
||||
.dav-passbook {
|
||||
padding: 20px;
|
||||
}
|
||||
|
||||
.dav-pb-head {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
flex-wrap: wrap;
|
||||
gap: 16px 32px;
|
||||
margin-bottom: 16px;
|
||||
padding-bottom: 16px;
|
||||
border-bottom: 2px solid #1e3a8a;
|
||||
}
|
||||
|
||||
.dav-pb-title {
|
||||
font-size: 1.2rem;
|
||||
font-weight: 700;
|
||||
color: #1e3a8a;
|
||||
}
|
||||
|
||||
.dav-pb-sub {
|
||||
font-size: 0.85rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.dav-pb-grid {
|
||||
display: grid;
|
||||
grid-template-columns: auto auto;
|
||||
gap: 4px 16px;
|
||||
font-size: 0.88rem;
|
||||
|
||||
span {
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
}
|
||||
|
||||
.dav-pb-table {
|
||||
tfoot td {
|
||||
padding: 14px 16px;
|
||||
border-top: 2px solid rgb(0 0 0 / 15%);
|
||||
}
|
||||
}
|
||||
|
||||
.dav-pb-note {
|
||||
display: block;
|
||||
font-size: 0.78rem;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/* Closure tab */
|
||||
.dav-closure-tag {
|
||||
margin-left: 8px;
|
||||
padding: 1px 8px;
|
||||
border-radius: 999px;
|
||||
background: #fff3e0;
|
||||
color: #e65100;
|
||||
font-size: 0.75rem;
|
||||
font-style: normal;
|
||||
}
|
||||
|
||||
.dav-closure-total {
|
||||
border-top: 1px solid rgb(0 0 0 / 10%);
|
||||
font-weight: 600;
|
||||
}
|
||||
@@ -0,0 +1,297 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
||||
import { NgClass } from '@angular/common';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { forkJoin, of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/** What each DDS transaction type is called on screen. */
|
||||
const TRANSACTION_LABELS: Record<string, string> = {
|
||||
PARTY_TRAN: 'Collection',
|
||||
INTEREST_POST: 'Interest',
|
||||
OD_INTEREST_POST: 'OD Interest',
|
||||
MATURITY_PAYOUT: 'Maturity Payout',
|
||||
PREMATURE_PAYOUT: 'Premature Payout',
|
||||
PREMATURE_INT_RECOVERY: 'Interest Recovered (Premature)',
|
||||
PREMATURE_AGENT_TOP_UP: 'Interest Funded by Agent',
|
||||
WITHDRAW_DEPOSITE: 'Transfer (Withdraw Deposite)',
|
||||
TRANSFER: 'Transfer'
|
||||
};
|
||||
|
||||
/**
|
||||
* One DDS account and everything that has moved on it, as the savings account page shows a savings
|
||||
* account: the account's terms and where it stands, then its transactions with the balance after
|
||||
* each, narrowed to a day or a range.
|
||||
*
|
||||
* Read-only. The account is changed from DDS Party Master; its money moves through collections, the
|
||||
* cashier and the batch runs.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-account-view',
|
||||
templateUrl: './dds-account-view.component.html',
|
||||
styleUrls: ['./dds-account-view.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
ReactiveFormsModule,
|
||||
NgClass,
|
||||
FaIconComponent,
|
||||
MatTooltipModule,
|
||||
MatProgressSpinnerModule,
|
||||
FormatNumberPipe
|
||||
]
|
||||
})
|
||||
export class DdsAccountViewComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private organizationService = inject(OrganizationService);
|
||||
|
||||
isLoading = true;
|
||||
account: any = null;
|
||||
private transactions: any[] = [];
|
||||
|
||||
/** The page's tabs, as the savings account page has them - only those that apply to DDS. */
|
||||
tab: 'general' | 'transactions' | 'passbook' | 'nominees' | 'closure' = 'general';
|
||||
|
||||
/** How a closed account was closed - read only for closed accounts, for the Closure tab. */
|
||||
closure: any = null;
|
||||
|
||||
/** What each kind of closure is called on screen. */
|
||||
readonly closureLabels: Record<string, string> = {
|
||||
PREMATURE: 'Premature Close',
|
||||
MATURITY_PAYOUT_AND_CLOSE: 'Maturity Payout & Close',
|
||||
MATURITY_PAYOUT_THEN_CLOSE: 'Maturity Payout, then Closed',
|
||||
MATURITY_AUTO_CLOSE: 'Maturity Auto Close (night job)',
|
||||
CLOSED_NIL_BALANCE: 'Closed with nil balance'
|
||||
};
|
||||
|
||||
/** The passbook reads oldest first, as it is written up. */
|
||||
get passbookEntries(): any[] {
|
||||
return [...this.shownTransactions].reverse();
|
||||
}
|
||||
|
||||
/** The balance after the last entry shown. */
|
||||
get passbookClosingBalance(): number {
|
||||
const entries = this.passbookEntries;
|
||||
return entries.length > 0 ? Number(entries[entries.length - 1].balanceAfterTransaction || 0) : 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* Prints the passbook alone. It is copied into a window of its own with only its own styles, so the
|
||||
* page's menus, banner and tabs do not come out on the paper.
|
||||
*/
|
||||
printPassbook(): void {
|
||||
const passbook = document.getElementById('dds-passbook');
|
||||
const popup = window.open('', '_blank', 'width=900,height=700');
|
||||
if (!passbook || !popup) {
|
||||
return;
|
||||
}
|
||||
popup.document.write(`<html><head><title>${this.account?.accountNo || 'DDS'} Passbook</title><style>
|
||||
body { font-family: Arial, sans-serif; margin: 24px; color: #111; }
|
||||
.dav-pb-head { display: flex; justify-content: space-between; gap: 24px; margin-bottom: 16px; }
|
||||
.dav-pb-title { font-size: 20px; font-weight: 700; }
|
||||
.dav-pb-sub { color: #555; }
|
||||
.dav-pb-grid { display: grid; grid-template-columns: auto auto; gap: 2px 12px; font-size: 13px; }
|
||||
.dav-pb-grid span { color: #555; }
|
||||
table { width: 100%; border-collapse: collapse; font-size: 13px; }
|
||||
th, td { border: 1px solid #999; padding: 6px 8px; text-align: left; }
|
||||
.dav-right { text-align: right; }
|
||||
.dav-pb-note { display: block; font-size: 11px; color: #555; }
|
||||
</style></head><body>${passbook.innerHTML}</body></html>`);
|
||||
popup.document.close();
|
||||
popup.focus();
|
||||
popup.print();
|
||||
}
|
||||
|
||||
fromDateControl = new FormControl('');
|
||||
toDateControl = new FormControl('');
|
||||
|
||||
readonly today = new Date().toISOString().split('T')[0];
|
||||
|
||||
ngOnInit(): void {
|
||||
const partyId = this.route.snapshot.paramMap.get('partyId');
|
||||
if (!partyId) {
|
||||
this.isLoading = false;
|
||||
return;
|
||||
}
|
||||
forkJoin({
|
||||
account: this.organizationService.getParty(partyId).pipe(catchError(() => of(null))),
|
||||
transactions: this.organizationService.getPartyTransactionsOfParty(partyId).pipe(catchError(() => of([])))
|
||||
}).subscribe(({ account, transactions }) => {
|
||||
this.account = account;
|
||||
if (account?.status === 'CLOSED') {
|
||||
this.organizationService.getPartyClosure(partyId).subscribe({
|
||||
next: (closure: any) => (this.closure = closure),
|
||||
error: () => (this.closure = null)
|
||||
});
|
||||
}
|
||||
// Newest first, and within a day the later entry first - the order a passbook is read back in.
|
||||
this.transactions = (Array.isArray(transactions) ? transactions : []).sort(
|
||||
(a: any, b: any) =>
|
||||
String(b.transactionDate).localeCompare(String(a.transactionDate)) || Number(b.id) - Number(a.id)
|
||||
);
|
||||
this.isLoading = false;
|
||||
});
|
||||
}
|
||||
|
||||
/** The transactions in the chosen range - all of them when no range is set. */
|
||||
get shownTransactions(): any[] {
|
||||
const from = this.fromDateControl.value;
|
||||
const to = this.toDateControl.value;
|
||||
return this.transactions.filter((txn: any) => {
|
||||
const day = String(txn.transactionDate || '');
|
||||
if (from && day < String(from)) {
|
||||
return false;
|
||||
}
|
||||
if (to && day > String(to)) {
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
});
|
||||
}
|
||||
|
||||
get totalCredits(): number {
|
||||
return this.sumOf('CREDIT');
|
||||
}
|
||||
|
||||
get totalDebits(): number {
|
||||
return this.sumOf('DEBIT');
|
||||
}
|
||||
|
||||
private sumOf(direction: string): number {
|
||||
return this.shownTransactions
|
||||
.filter((txn: any) => txn.direction === direction)
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
/** Everything of one type ever credited, whatever the date filter says - for the summary cards. */
|
||||
totalOf(type: string): number {
|
||||
return this.transactions
|
||||
.filter((txn: any) => txn.transactionType === type && txn.direction === 'CREDIT')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
/** Interest credited, less any taken back on an early closure. */
|
||||
get interestEarned(): number {
|
||||
const recovered = this.transactions
|
||||
.filter((txn: any) => txn.transactionType === 'PREMATURE_INT_RECOVERY')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
return (
|
||||
this.totalOf('INTEREST_POST') +
|
||||
this.totalOf('OD_INTEREST_POST') +
|
||||
this.totalOf('PREMATURE_AGENT_TOP_UP') -
|
||||
recovered
|
||||
);
|
||||
}
|
||||
|
||||
/** Money that has left the account - payouts, withdrawals, transfers out. */
|
||||
get totalDebitsAll(): number {
|
||||
return this.transactions
|
||||
.filter((txn: any) => txn.direction === 'DEBIT' && txn.transactionType !== 'PREMATURE_INT_RECOVERY')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
get lastTransactionDate(): string | null {
|
||||
return this.transactions.length > 0 ? this.transactions[0].transactionDate : null;
|
||||
}
|
||||
|
||||
/** The rows on screen, as a spreadsheet the branch can keep or send on. */
|
||||
exportCsv(): void {
|
||||
const header = [
|
||||
'#',
|
||||
'ID',
|
||||
'Transaction Date',
|
||||
'Transaction Type',
|
||||
'Voucher',
|
||||
'Description',
|
||||
'Account',
|
||||
'Debit',
|
||||
'Credit',
|
||||
'Balance'
|
||||
];
|
||||
const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
|
||||
const lines = this.shownTransactions.map((txn: any, index: number) =>
|
||||
[
|
||||
index + 1,
|
||||
txn.id,
|
||||
txn.transactionDate,
|
||||
this.label(txn.transactionType),
|
||||
txn.voucherNo,
|
||||
txn.description,
|
||||
txn.accountNo,
|
||||
txn.direction === 'DEBIT' ? txn.amount : '',
|
||||
txn.direction === 'CREDIT' ? txn.amount : '',
|
||||
txn.balanceAfterTransaction
|
||||
]
|
||||
.map(quote)
|
||||
.join(',')
|
||||
);
|
||||
const blob = new Blob(
|
||||
[[
|
||||
header.map(quote).join(','),
|
||||
...lines
|
||||
].join('\r\n')],
|
||||
{ type: 'text/csv;charset=utf-8' }
|
||||
);
|
||||
const link = document.createElement('a');
|
||||
link.href = URL.createObjectURL(blob);
|
||||
link.download = `${this.account?.accountNo || 'dds-account'}-transactions.csv`;
|
||||
link.click();
|
||||
URL.revokeObjectURL(link.href);
|
||||
}
|
||||
|
||||
get hasDateFilters(): boolean {
|
||||
return !!(this.fromDateControl.value || this.toDateControl.value);
|
||||
}
|
||||
|
||||
showToday(): void {
|
||||
this.fromDateControl.setValue(this.today);
|
||||
this.toDateControl.setValue(this.today);
|
||||
}
|
||||
|
||||
clearDateFilters(): void {
|
||||
this.fromDateControl.setValue('');
|
||||
this.toDateControl.setValue('');
|
||||
}
|
||||
|
||||
label(type: string): string {
|
||||
return TRANSACTION_LABELS[type] || String(type || '').replace(/_/g, ' ');
|
||||
}
|
||||
|
||||
statusClass(): string {
|
||||
switch (this.account?.status) {
|
||||
case 'ACTIVE':
|
||||
return 'status--active';
|
||||
case 'CLOSED':
|
||||
return 'status--closed';
|
||||
default:
|
||||
return 'status--default';
|
||||
}
|
||||
}
|
||||
|
||||
back(): void {
|
||||
this.router.navigate(['/accounts/dds-accounts']);
|
||||
}
|
||||
|
||||
openInPartyMaster(): void {
|
||||
this.router.navigate([
|
||||
'/accounts/dds',
|
||||
this.account.id,
|
||||
'edit'
|
||||
]);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,211 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="acl-page">
|
||||
<!-- Header -->
|
||||
<div class="acl-header accent--rd">
|
||||
<div class="acl-header__icon">
|
||||
<fa-icon icon="coins"></fa-icon>
|
||||
</div>
|
||||
<div class="acl-header__text">
|
||||
<h2 class="acl-header__title">DDS Accounts</h2>
|
||||
<span class="acl-header__count">
|
||||
@if (isLoading) {
|
||||
Loading...
|
||||
} @else {
|
||||
{{ allCount }} accounts · {{ activeCount }} active · {{ closedCount }} closed
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Search Bar -->
|
||||
<div class="acl-search-wrap">
|
||||
<div class="acl-search">
|
||||
<fa-icon icon="search" class="acl-search__icon"></fa-icon>
|
||||
<input
|
||||
[formControl]="searchControl"
|
||||
class="acl-search__input"
|
||||
[placeholder]="
|
||||
searchType === 'accountNo' ? 'Search by account number or party code…' : 'Search by client name…'
|
||||
"
|
||||
/>
|
||||
@if (searchControl.value) {
|
||||
<button class="acl-search__clear" (click)="clearSearch()">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
<button
|
||||
class="acl-btn acl-btn--toggle"
|
||||
(click)="toggleSearchType()"
|
||||
[matTooltip]="'Switch to ' + (searchType === 'accountNo' ? 'client name' : 'account number') + ' search'"
|
||||
>
|
||||
<fa-icon icon="exchange-alt"></fa-icon>
|
||||
{{ searchType === 'accountNo' ? 'Acct No' : 'Client' }}
|
||||
</button>
|
||||
<button class="acl-btn acl-btn--icon" (click)="loadAccounts()" matTooltip="Refresh">
|
||||
<fa-icon icon="sync-alt"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Status: all accounts, only the open ones, or only the closed -->
|
||||
<div class="dds-status-filter" role="tablist">
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn"
|
||||
[class.is-on]="statusFilter === 'ALL'"
|
||||
(click)="setStatusFilter('ALL')"
|
||||
>
|
||||
All <span class="dds-status-filter__count">{{ allCount }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn dds-status-filter__btn--active"
|
||||
[class.is-on]="statusFilter === 'ACTIVE'"
|
||||
(click)="setStatusFilter('ACTIVE')"
|
||||
>
|
||||
Active <span class="dds-status-filter__count">{{ activeCount }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn dds-status-filter__btn--closed"
|
||||
[class.is-on]="statusFilter === 'CLOSED'"
|
||||
(click)="setStatusFilter('CLOSED')"
|
||||
>
|
||||
Closed <span class="dds-status-filter__count">{{ closedCount }}</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Date Filters: by the day the account was opened -->
|
||||
<div class="acl-filters">
|
||||
<div class="acl-filters__group">
|
||||
<div class="acl-datepick">
|
||||
<span class="acl-datepick__label">Opened From</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="acl-filters__arrow">
|
||||
<fa-icon icon="arrow-right"></fa-icon>
|
||||
</div>
|
||||
<div class="acl-datepick">
|
||||
<span class="acl-datepick__label">To</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="acl-filters__sep"></div>
|
||||
|
||||
<div class="acl-datepick acl-datepick--ason">
|
||||
<span class="acl-datepick__label">
|
||||
<fa-icon icon="clock"></fa-icon>
|
||||
As On Date
|
||||
</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="asOnDateControl" [max]="today" />
|
||||
</div>
|
||||
|
||||
@if (hasDateFilters) {
|
||||
<button class="acl-filters__clear" (click)="clearDateFilters()">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
Clear
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Table -->
|
||||
<div class="acl-card">
|
||||
@if (isLoading) {
|
||||
<div class="acl-state acl-state--loading">
|
||||
<mat-spinner diameter="32"></mat-spinner>
|
||||
<span>Loading accounts…</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isLoading && rows.length === 0) {
|
||||
<div class="acl-state acl-state--empty">
|
||||
<div class="acl-state__icon">
|
||||
<fa-icon icon="inbox"></fa-icon>
|
||||
</div>
|
||||
<p class="acl-state__title">No DDS accounts found</p>
|
||||
<p class="acl-state__sub">Try adjusting your search</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isLoading && rows.length > 0) {
|
||||
<div class="acl-table-wrap">
|
||||
<table mat-table [dataSource]="rows" class="acl-table">
|
||||
<ng-container matColumnDef="accountNo">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Account No</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<span class="acl-acct-no">{{ row.accountNo }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="depositType">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Type</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<span class="acl-type-badge dtype--rd">DDS</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="clientName">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Client</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<div class="acl-client">
|
||||
<div class="acl-client__avatar">{{ (row.clientName || row.partyName || '?')[0] }}</div>
|
||||
<span class="acl-client__name">{{ row.clientName || row.partyName }}</span>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="productName">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Product</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<span class="acl-product">{{ row.subType }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="balance">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--right">Balance</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--right">
|
||||
<span class="acl-balance">₹ {{ row.currentBalance || 0 | formatNumber }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="status">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Status</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<span class="acl-status" [ngClass]="getStatusClass(row)">{{ row.status }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="actions">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Actions</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<button class="acl-view-btn" (click)="$event.stopPropagation(); viewAccount(row)" matTooltip="View">
|
||||
<fa-icon icon="eye"></fa-icon>
|
||||
</button>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<tr mat-header-row *matHeaderRowDef="displayedColumns" class="acl-header-row"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: displayedColumns" class="acl-row" (click)="viewAccount(row)"></tr>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<mat-paginator
|
||||
[length]="totalRecords"
|
||||
[pageSize]="pageSize"
|
||||
[pageIndex]="pageIndex"
|
||||
[pageSizeOptions]="[10, 20, 50, 100]"
|
||||
(page)="onPageChange($event)"
|
||||
class="acl-paginator"
|
||||
showFirstLastButtons
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,56 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/* All / Active / Closed - which DDS accounts the list shows. */
|
||||
.dds-status-filter {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
margin: 0 0 12px;
|
||||
|
||||
&__btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
padding: 6px 14px;
|
||||
border: 1px solid rgb(0 0 0 / 12%);
|
||||
border-radius: 999px;
|
||||
background: #fff;
|
||||
color: rgb(0 0 0 / 70%);
|
||||
font-size: 0.85rem;
|
||||
font-weight: 500;
|
||||
cursor: pointer;
|
||||
|
||||
&.is-on {
|
||||
border-color: #1565c0;
|
||||
background: #e3f2fd;
|
||||
color: #0d47a1;
|
||||
}
|
||||
|
||||
&--active.is-on {
|
||||
border-color: #2e7d32;
|
||||
background: #e8f5e9;
|
||||
color: #1b5e20;
|
||||
}
|
||||
|
||||
&--closed.is-on {
|
||||
border-color: #c62828;
|
||||
background: #ffebee;
|
||||
color: #b71c1c;
|
||||
}
|
||||
}
|
||||
|
||||
&__count {
|
||||
min-width: 22px;
|
||||
padding: 0 6px;
|
||||
border-radius: 999px;
|
||||
background: rgb(0 0 0 / 8%);
|
||||
font-size: 0.75rem;
|
||||
text-align: center;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,265 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnDestroy, OnInit, inject } from '@angular/core';
|
||||
import { Router } from '@angular/router';
|
||||
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
||||
import { NgClass } from '@angular/common';
|
||||
import { MatPaginator, PageEvent } from '@angular/material/paginator';
|
||||
import {
|
||||
MatCell,
|
||||
MatCellDef,
|
||||
MatColumnDef,
|
||||
MatHeaderCell,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderRow,
|
||||
MatHeaderRowDef,
|
||||
MatRow,
|
||||
MatRowDef,
|
||||
MatTable
|
||||
} from '@angular/material/table';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { Subject, merge } from 'rxjs';
|
||||
import { debounceTime, distinctUntilChanged, takeUntil } from 'rxjs/operators';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/**
|
||||
* The DDS accounts, listed the way Savings Accounts lists savings: account number, client, product,
|
||||
* balance and status, searched by account number or client and narrowed by opening date. Each opens
|
||||
* onto the account's own page and its transactions.
|
||||
*
|
||||
* Read-only. Accounts are opened and changed from DDS Party Master; money moves through collections,
|
||||
* the cashier and the batch runs.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-accounts',
|
||||
templateUrl: './dds-accounts.component.html',
|
||||
// The Savings Accounts list's own look, so the two screens read as one family.
|
||||
styleUrls: [
|
||||
'../../accounts/accounts-list/accounts-list.component.scss',
|
||||
'./dds-accounts.component.scss'
|
||||
],
|
||||
standalone: true,
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
ReactiveFormsModule,
|
||||
NgClass,
|
||||
FaIconComponent,
|
||||
MatTable,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow,
|
||||
MatPaginator,
|
||||
MatTooltipModule,
|
||||
MatProgressSpinnerModule,
|
||||
FormatNumberPipe
|
||||
]
|
||||
})
|
||||
export class DdsAccountsComponent implements OnInit, OnDestroy {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private router = inject(Router);
|
||||
private destroy$ = new Subject<void>();
|
||||
|
||||
displayedColumns = [
|
||||
'accountNo',
|
||||
'depositType',
|
||||
'clientName',
|
||||
'productName',
|
||||
'balance',
|
||||
'status',
|
||||
'actions'
|
||||
];
|
||||
|
||||
/** Every DDS account, fetched once; search, dates and paging work on this. */
|
||||
private allAccounts: any[] = [];
|
||||
/** The accounts matching the search and dates, whatever their status - what the status counts read. */
|
||||
private beforeStatus: any[] = [];
|
||||
/** The accounts matching the search, dates and status, before paging. */
|
||||
private matching: any[] = [];
|
||||
|
||||
/** Which accounts are shown: all of them, only the open ones, or only the closed. */
|
||||
statusFilter: 'ALL' | 'ACTIVE' | 'CLOSED' = 'ALL';
|
||||
/** The page on screen. */
|
||||
rows: any[] = [];
|
||||
|
||||
pageSize = 20;
|
||||
pageIndex = 0;
|
||||
isLoading = false;
|
||||
|
||||
searchControl = new FormControl('');
|
||||
searchType: 'accountNo' | 'clientName' = 'accountNo';
|
||||
fromDateControl = new FormControl('');
|
||||
toDateControl = new FormControl('');
|
||||
asOnDateControl = new FormControl('');
|
||||
|
||||
readonly today = new Date().toISOString().split('T')[0];
|
||||
|
||||
get totalRecords(): number {
|
||||
return this.matching.length;
|
||||
}
|
||||
|
||||
get activeCount(): number {
|
||||
return this.beforeStatus.filter((account) => account.status === 'ACTIVE').length;
|
||||
}
|
||||
|
||||
get closedCount(): number {
|
||||
return this.beforeStatus.filter((account) => account.status === 'CLOSED').length;
|
||||
}
|
||||
|
||||
get allCount(): number {
|
||||
return this.beforeStatus.length;
|
||||
}
|
||||
|
||||
setStatusFilter(status: 'ALL' | 'ACTIVE' | 'CLOSED'): void {
|
||||
this.statusFilter = status;
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
get hasDateFilters(): boolean {
|
||||
return !!((this.fromDateControl.value && this.toDateControl.value) || this.asOnDateControl.value);
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
this.loadAccounts();
|
||||
|
||||
this.searchControl.valueChanges
|
||||
.pipe(debounceTime(300), distinctUntilChanged(), takeUntil(this.destroy$))
|
||||
.subscribe(() => {
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
});
|
||||
merge(this.fromDateControl.valueChanges, this.toDateControl.valueChanges, this.asOnDateControl.valueChanges)
|
||||
.pipe(debounceTime(300), takeUntil(this.destroy$))
|
||||
.subscribe(() => {
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
});
|
||||
}
|
||||
|
||||
ngOnDestroy(): void {
|
||||
this.destroy$.next();
|
||||
this.destroy$.complete();
|
||||
}
|
||||
|
||||
loadAccounts(): void {
|
||||
this.isLoading = true;
|
||||
this.organizationService
|
||||
.getParties()
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (parties: any) => {
|
||||
// Newest first, as the savings list shows them.
|
||||
this.allAccounts = (Array.isArray(parties) ? parties : parties?.pageItems || []).sort(
|
||||
(a: any, b: any) => Number(b.id) - Number(a.id)
|
||||
);
|
||||
this.isLoading = false;
|
||||
this.applyFilters();
|
||||
},
|
||||
error: () => {
|
||||
this.allAccounts = [];
|
||||
this.isLoading = false;
|
||||
this.applyFilters();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Search by account number or client, and by the day the account was opened. */
|
||||
private applyFilters(): void {
|
||||
const term = String(this.searchControl.value || '')
|
||||
.trim()
|
||||
.toLowerCase();
|
||||
const fromVal = this.fromDateControl.value;
|
||||
const toVal = this.toDateControl.value;
|
||||
const bothDates = !!(fromVal && toVal);
|
||||
const asOn = this.asOnDateControl.value;
|
||||
|
||||
this.beforeStatus = this.allAccounts.filter((account: any) => {
|
||||
if (term) {
|
||||
const haystack =
|
||||
this.searchType === 'accountNo'
|
||||
? `${account.accountNo || ''} ${account.partyCode || ''}`
|
||||
: `${account.clientName || ''} ${account.partyName || ''}`;
|
||||
if (!haystack.toLowerCase().includes(term)) {
|
||||
return false;
|
||||
}
|
||||
}
|
||||
const opened = String(account.openingDate || '');
|
||||
if (bothDates && opened && (opened < String(fromVal) || opened > String(toVal))) {
|
||||
return false;
|
||||
}
|
||||
// As on a date: the accounts that had been opened by then.
|
||||
if (asOn && opened && opened > String(asOn)) {
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
});
|
||||
this.matching =
|
||||
this.statusFilter === 'ALL'
|
||||
? this.beforeStatus
|
||||
: this.beforeStatus.filter((account: any) => account.status === this.statusFilter);
|
||||
this.showPage();
|
||||
}
|
||||
|
||||
private showPage(): void {
|
||||
const start = this.pageIndex * this.pageSize;
|
||||
this.rows = this.matching.slice(start, start + this.pageSize);
|
||||
}
|
||||
|
||||
onPageChange(event: PageEvent): void {
|
||||
this.pageIndex = event.pageIndex;
|
||||
this.pageSize = event.pageSize;
|
||||
this.showPage();
|
||||
}
|
||||
|
||||
toggleSearchType(): void {
|
||||
this.searchType = this.searchType === 'accountNo' ? 'clientName' : 'accountNo';
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
clearSearch(): void {
|
||||
this.searchControl.setValue('');
|
||||
}
|
||||
|
||||
clearDateFilters(): void {
|
||||
this.fromDateControl.setValue('', { emitEvent: false });
|
||||
this.toDateControl.setValue('', { emitEvent: false });
|
||||
this.asOnDateControl.setValue('', { emitEvent: false });
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
viewAccount(account: any): void {
|
||||
this.router.navigate([
|
||||
'/accounts/dds-accounts',
|
||||
account.id
|
||||
]);
|
||||
}
|
||||
|
||||
getStatusClass(account: any): string {
|
||||
switch (account?.status) {
|
||||
case 'ACTIVE':
|
||||
return 'status--active';
|
||||
case 'CLOSED':
|
||||
return 'status--closed';
|
||||
default:
|
||||
return 'status--default';
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,46 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
|
||||
/**
|
||||
* Whether the server held a DDS entry for a checker rather than carrying it out. The reply then
|
||||
* names the entry (commandId) and asks for the work to be rolled back, and carries no result of its own.
|
||||
*/
|
||||
export function heldForApproval(response: any): boolean {
|
||||
return !!response?.rollbackTransaction || (!!response?.commandId && response?.resourceId == null);
|
||||
}
|
||||
|
||||
/**
|
||||
* Tells the clerk their entry went to a checker - with the voucher it will move under - instead of
|
||||
* saying it was done. Nothing has moved yet, and a message that read as though it had would send them
|
||||
* looking for money that is still waiting on a manager.
|
||||
*/
|
||||
export function announceHeldForApproval(
|
||||
response: any,
|
||||
what: string,
|
||||
organizationService: OrganizationService,
|
||||
alertService: AlertService
|
||||
): void {
|
||||
const say = (voucherNo?: string) =>
|
||||
alertService.alert({
|
||||
type: 'Sent for Approval',
|
||||
message:
|
||||
`${what} sent for approval${voucherNo ? ' under voucher ' + voucherNo : ''}. ` +
|
||||
'It takes effect once a checker approves it in Approval Center › DDS Approvals.'
|
||||
});
|
||||
if (!response?.commandId) {
|
||||
say();
|
||||
return;
|
||||
}
|
||||
organizationService.getDdsApproval(response.commandId).subscribe({
|
||||
next: (entry: any) => say(entry?.voucherNo),
|
||||
error: () => say()
|
||||
});
|
||||
}
|
||||
+265
@@ -0,0 +1,265 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<!-- Laid out as Disbursement & Transfers reviews its requests, and styled by the same sheet. -->
|
||||
<div class="dri dri--dialog">
|
||||
<nav class="cashier-nav cashier-nav--clerk">
|
||||
<span class="dri-header-title">DDS {{ entry.type }} Review</span>
|
||||
<span class="cashier-nav__esc-hint" (click)="close()">✕ Close</span>
|
||||
</nav>
|
||||
|
||||
@if (loading) {
|
||||
<div class="dri-loading">
|
||||
<mat-icon class="dri-loading__icon">hourglass_empty</mat-icon>
|
||||
<span>Loading entry…</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dri-body">
|
||||
<!-- Header card: the voucher it moves under, its status, who made it and when -->
|
||||
<div class="dri-card dri-card--header">
|
||||
<div class="dri-card-header">
|
||||
<div class="dri-card-header__left">
|
||||
<span class="dri-voucher">{{ voucherNo || '—' }}</span>
|
||||
<span class="dri-status" [ngClass]="statusClass(entry.status)">
|
||||
{{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="dri-card-header__meta">
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>person</mat-icon>
|
||||
{{ entry.makerName || entry.maker }} ({{ entry.maker }})
|
||||
</span>
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>schedule</mat-icon>
|
||||
{{ formatDateTime(entry.madeOn) }}
|
||||
</span>
|
||||
@if (entry.status !== 'PENDING' && entry.checker) {
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
Actioned by: {{ entry.checkerName || entry.checker }}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Summary -->
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>swap_horiz</mat-icon>
|
||||
{{ entry.type }} Summary
|
||||
</div>
|
||||
<div class="dri-detail-grid">
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">Total Amount</span>
|
||||
<span class="dri-detail-value dri-amount">
|
||||
{{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">DR Accounts</span>
|
||||
<span class="dri-detail-value"
|
||||
>{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">CR Accounts</span>
|
||||
<span class="dri-detail-value"
|
||||
>{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="dri-detail-item dri-detail-item--full">
|
||||
<span class="dri-detail-label">Details</span>
|
||||
<span class="dri-detail-value">{{ entry.details || '—' }}</span>
|
||||
</div>
|
||||
@if (detail?.description) {
|
||||
<div class="dri-detail-item dri-detail-item--full">
|
||||
<span class="dri-detail-label">Description</span>
|
||||
<span class="dri-detail-value">{{ detail.description }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Debit entries -->
|
||||
@if (debitLines.length) {
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>arrow_upward</mat-icon>
|
||||
Debit Entries ({{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }} — funds out)
|
||||
</div>
|
||||
<table class="dri-cr-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Account No</th>
|
||||
<th>Account Name</th>
|
||||
<th>Type</th>
|
||||
<th class="num">Amount (DR)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (line of debitLines; track $index; let i = $index) {
|
||||
<tr>
|
||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
||||
<td>{{ line.accountName || '—' }}</td>
|
||||
<td>
|
||||
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
||||
</td>
|
||||
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="dri-cr-total-row">
|
||||
<td colspan="4" class="dri-cr-total-label">Total Debit</td>
|
||||
<td class="num dri-cr-total-amount">₹{{ total(debitLines) | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Credit entries -->
|
||||
@if (creditLines.length) {
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>arrow_downward</mat-icon>
|
||||
Credit Entries ({{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }} — funds in)
|
||||
</div>
|
||||
<table class="dri-cr-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Account No</th>
|
||||
<th>Account Name</th>
|
||||
<th>Type</th>
|
||||
<th class="num">Amount (CR)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (line of creditLines; track $index; let i = $index) {
|
||||
<tr>
|
||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
||||
<td>{{ line.accountName || '—' }}</td>
|
||||
<td>
|
||||
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
||||
</td>
|
||||
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="dri-cr-total-row">
|
||||
<td colspan="4" class="dri-cr-total-label">Total Credit</td>
|
||||
<td class="num dri-cr-total-amount">₹{{ total(creditLines) | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'PENDING' && isMine && !done) {
|
||||
<div class="dri-card dri-card--processing">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>info</mat-icon>
|
||||
Your own entry
|
||||
</div>
|
||||
<p class="dri-processing-text">
|
||||
You made this entry, so another user with checker rights has to approve or reject it.
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'REJECTED') {
|
||||
<div class="dri-card dri-card--rejected">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
Rejected
|
||||
</div>
|
||||
<p class="dri-rejection-text">
|
||||
Nothing was done{{ voucherNo ? '. Voucher ' + voucherNo + ' is cancelled and will not be used' : '' }}.
|
||||
</p>
|
||||
@if (entry.checker) {
|
||||
<div class="dri-meta-item" style="margin-top: 8px">
|
||||
<mat-icon>manage_accounts</mat-icon>
|
||||
{{ entry.checker }}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'APPROVED') {
|
||||
<div class="dri-card dri-card--approved">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
Approved and carried out
|
||||
</div>
|
||||
<p class="dri-txn-refs cell-mono">
|
||||
{{
|
||||
voucherNo
|
||||
? 'Voucher ' + voucherNo
|
||||
: entry.entity === 'DDSBATCH'
|
||||
? 'Posting is running - refresh for its voucher'
|
||||
: '—'
|
||||
}}
|
||||
</p>
|
||||
<div class="dri-meta-item" style="margin-top: 8px">
|
||||
<mat-icon>manage_accounts</mat-icon>
|
||||
Approved by: {{ entry.checker || '—' }}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (error) {
|
||||
<div class="dri-card dri-card--failed">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>error</mat-icon>
|
||||
Could not complete
|
||||
</div>
|
||||
<p class="dri-rejection-text">{{ error }}</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'PENDING' && !done) {
|
||||
<div class="dri-actions">
|
||||
@if (!confirmReject) {
|
||||
<button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
{{ working ? 'Processing…' : 'Approve ' + entry.type }}
|
||||
</button>
|
||||
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="confirmReject = true">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
Reject
|
||||
</button>
|
||||
} @else {
|
||||
<div class="dri-reject-form">
|
||||
<label class="dri-reject-label">
|
||||
Reject this entry? Nothing will be done{{
|
||||
voucherNo ? ' and voucher ' + voucherNo + ' will be cancelled' : ''
|
||||
}}.
|
||||
</label>
|
||||
<div class="dri-reject-actions">
|
||||
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="act('reject')">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
{{ working ? 'Processing…' : 'Confirm Rejection' }}
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dri-btn dri-btn--ghost"
|
||||
[disabled]="working"
|
||||
(click)="confirmReject = false"
|
||||
>
|
||||
Cancel
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,148 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/**
|
||||
* One DDS entry, laid out the way Disbursement & Transfers reviews a request - voucher and status on
|
||||
* top, who made it and when, then the debit and credit entries it moves - and styled by the same
|
||||
* sheet, so a checker reads both queues the same way.
|
||||
*
|
||||
* The checker approves it, which carries it out under the voucher numbered when it was sent, or
|
||||
* rejects it, which leaves nothing done and cancels that number. Neither is offered to the user who
|
||||
* made the entry, and the server refuses it as well.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-approval-review',
|
||||
templateUrl: './dds-approval-review.component.html',
|
||||
styleUrls: ['../../../clerk/disbursement-review/disbursement-review.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatIconModule
|
||||
]
|
||||
})
|
||||
export class DdsApprovalReviewComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dialogRef = inject(MatDialogRef<DdsApprovalReviewComponent>);
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
entry: any = this.data.entry;
|
||||
/** The entry in full, with the debit and credit sides it moves. */
|
||||
detail: any = null;
|
||||
loading = true;
|
||||
working = false;
|
||||
confirmReject = false;
|
||||
done = false;
|
||||
error = '';
|
||||
/** Set by an approval, in case the list row did not carry the number yet. */
|
||||
approvedVoucher = '';
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
private load(): void {
|
||||
this.organizationService.getDdsApproval(this.entry.id).subscribe({
|
||||
next: (detail: any) => {
|
||||
this.detail = detail;
|
||||
this.entry = { ...this.entry, ...detail };
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => (this.loading = false)
|
||||
});
|
||||
}
|
||||
|
||||
get voucherNo(): string {
|
||||
return this.approvedVoucher || this.entry?.voucherNo || '';
|
||||
}
|
||||
|
||||
get debitLines(): any[] {
|
||||
return (this.detail?.lines || []).filter((line: any) => line.side === 'DR');
|
||||
}
|
||||
|
||||
get creditLines(): any[] {
|
||||
return (this.detail?.lines || []).filter((line: any) => line.side === 'CR');
|
||||
}
|
||||
|
||||
total(lines: any[]): number {
|
||||
return lines.reduce((sum: number, line: any) => sum + Number(line.amount || 0), 0);
|
||||
}
|
||||
|
||||
get isMine(): boolean {
|
||||
return !!this.data.currentUserId && Number(this.entry.makerId) === Number(this.data.currentUserId);
|
||||
}
|
||||
|
||||
get canAct(): boolean {
|
||||
return this.entry.status === 'PENDING' && !this.isMine && !this.done && !this.working;
|
||||
}
|
||||
|
||||
statusClass(status: string): string {
|
||||
const map: Record<string, string> = {
|
||||
PENDING: 'dri-status--pending',
|
||||
APPROVED: 'dri-status--approved',
|
||||
REJECTED: 'dri-status--rejected'
|
||||
};
|
||||
return map[status] ?? '';
|
||||
}
|
||||
|
||||
act(command: 'approve' | 'reject'): void {
|
||||
this.working = true;
|
||||
this.error = '';
|
||||
this.organizationService.actOnDdsApproval(this.entry.id, command).subscribe({
|
||||
next: (result: any) => {
|
||||
this.working = false;
|
||||
this.done = true;
|
||||
this.approvedVoucher = result?.voucherNo || '';
|
||||
this.entry = {
|
||||
...this.entry,
|
||||
status: command === 'approve' ? 'APPROVED' : 'REJECTED',
|
||||
voucherCancelled: command === 'reject' && !!this.voucherNo
|
||||
};
|
||||
// The approved entry's sides are now the voucher's own lines.
|
||||
this.load();
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.working = false;
|
||||
const body = err?.error;
|
||||
this.error =
|
||||
body?.errors?.[0]?.defaultUserMessage ||
|
||||
body?.defaultUserMessage ||
|
||||
body?.developerMessage ||
|
||||
'Could not complete this.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** The same form Disbursement & Transfers prints its times in: 29 Sept 2026, 01:25 pm. */
|
||||
formatDateTime(val: any): string {
|
||||
if (!val) {
|
||||
return '—';
|
||||
}
|
||||
const d = new Date(String(val).replace(' ', 'T'));
|
||||
return isNaN(d.getTime())
|
||||
? String(val)
|
||||
: d.toLocaleString('en-IN', {
|
||||
day: '2-digit',
|
||||
month: 'short',
|
||||
year: 'numeric',
|
||||
hour: '2-digit',
|
||||
minute: '2-digit'
|
||||
});
|
||||
}
|
||||
|
||||
close(): void {
|
||||
this.dialogRef.close(this.done);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,176 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="cv-tab-content wri-tab">
|
||||
<div class="wri-action-bar">
|
||||
<div class="wri-action-bar__left">
|
||||
<mat-icon class="wri-action-bar__icon">savings</mat-icon>
|
||||
<div>
|
||||
<div class="wri-action-bar__title">DDS Approvals</div>
|
||||
<div class="wri-action-bar__sub">
|
||||
Review, approve or reject DDS entries - transfers, payouts, early closures, receipts applied and postings.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wri-filter-bar">
|
||||
<select class="wri-filter-select" [(ngModel)]="filterStatus" (change)="onFilterChange()">
|
||||
@for (opt of statusOptions; track opt.value) {
|
||||
<option [value]="opt.value">{{ opt.label }}</option>
|
||||
}
|
||||
</select>
|
||||
|
||||
<span class="wri-fb-sep"></span>
|
||||
|
||||
<div class="wri-presets">
|
||||
@for (p of datePresets; track p.key) {
|
||||
<button
|
||||
type="button"
|
||||
class="wri-preset-chip"
|
||||
[class.wri-preset-chip--active]="activePreset === p.key"
|
||||
(click)="applyPreset(p.key)"
|
||||
>
|
||||
{{ p.label }}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<span class="wri-fb-sep"></span>
|
||||
|
||||
<div class="wri-date-range">
|
||||
<div class="wri-date-box">
|
||||
<span class="wri-date-box__lbl">From</span>
|
||||
<input
|
||||
class="wri-date-box__input"
|
||||
[matDatepicker]="fromPicker"
|
||||
[(ngModel)]="fromDate"
|
||||
[max]="maxDate"
|
||||
(dateChange)="onFromDateChange()"
|
||||
readonly
|
||||
/>
|
||||
<button type="button" class="wri-date-box__btn" (click)="fromPicker.open()">
|
||||
<mat-icon>event</mat-icon>
|
||||
</button>
|
||||
<mat-datepicker #fromPicker></mat-datepicker>
|
||||
</div>
|
||||
<span class="wri-date-range__sep">—</span>
|
||||
<div class="wri-date-box">
|
||||
<span class="wri-date-box__lbl">To</span>
|
||||
<input
|
||||
class="wri-date-box__input"
|
||||
[matDatepicker]="toPicker"
|
||||
[(ngModel)]="toDate"
|
||||
[min]="fromDate"
|
||||
[max]="maxDate"
|
||||
(dateChange)="onToDateChange()"
|
||||
readonly
|
||||
/>
|
||||
<button type="button" class="wri-date-box__btn" (click)="toPicker.open()">
|
||||
<mat-icon>event</mat-icon>
|
||||
</button>
|
||||
<mat-datepicker #toPicker></mat-datepicker>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<button type="button" class="wri-btn wri-btn--refresh" (click)="load()" [disabled]="loading">
|
||||
<mat-icon>refresh</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (loading) {
|
||||
<div class="empty-state">
|
||||
<p class="empty-title">Loading…</p>
|
||||
</div>
|
||||
} @else if (loaded && entries.length === 0) {
|
||||
<div class="empty-state">
|
||||
<i class="fas fa-inbox empty-icon"></i>
|
||||
<p class="empty-title">No DDS entries</p>
|
||||
<p class="empty-text">
|
||||
@if (filterStatus === 'PENDING') {
|
||||
There are no DDS entries waiting for approval.
|
||||
} @else {
|
||||
No {{ filterStatus | lowercase }} DDS entries found.
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="wri-table-wrap">
|
||||
<table class="wri-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="wri-th-id">Voucher No</th>
|
||||
<th>Type</th>
|
||||
<th>Account / Details</th>
|
||||
<th class="num">Amount</th>
|
||||
<th>Entries</th>
|
||||
<th>Clerk</th>
|
||||
<th>Reviewed By</th>
|
||||
<th>Submitted At</th>
|
||||
<th>Status</th>
|
||||
<th class="wri-th-action">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (e of pagedEntries; track e.id) {
|
||||
<tr class="wri-row" (click)="review(e)">
|
||||
<td class="cell-mono wri-voucher">
|
||||
{{ e.voucherNo || '—' }}
|
||||
@if (e.voucherCancelled) {
|
||||
<span class="wri-gl-name">(cancelled)</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<span class="wri-credit-badge" [style.background]="typeColor(e)">{{ e.type }}</span>
|
||||
</td>
|
||||
<td>
|
||||
<span class="wri-gl-name">{{ e.details || '—' }}</span>
|
||||
</td>
|
||||
<td class="num wri-amount">
|
||||
{{ e.amount !== null && e.amount !== undefined ? '₹' + (e.amount | number: '1.2-2') : '—' }}
|
||||
</td>
|
||||
<td class="wri-credit-count">
|
||||
@if (e.entries) {
|
||||
<span class="wri-credit-badge">{{ e.entries }} account{{ e.entries !== 1 ? 's' : '' }}</span>
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
{{ e.makerName || e.maker || '—' }}
|
||||
@if (isMine(e) && e.status === 'PENDING') {
|
||||
<span class="wri-gl-name">(you)</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ e.status === 'PENDING' ? '—' : e.checkerName || e.checker || '—' }}</td>
|
||||
<td class="wri-dt">{{ formatDateTime(e.madeOn) }}</td>
|
||||
<td>
|
||||
<span class="wri-status" [ngClass]="statusClass(e.status)">{{ e.status | titlecase }}</span>
|
||||
</td>
|
||||
<td class="wri-action-cell" (click)="$event.stopPropagation()">
|
||||
<button type="button" class="wri-btn wri-btn--review" (click)="review(e)">
|
||||
<mat-icon>rate_review</mat-icon>
|
||||
Review
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<mat-paginator
|
||||
[length]="entries.length"
|
||||
[pageSize]="pageSize"
|
||||
[pageSizeOptions]="pageSizeOptions"
|
||||
[pageIndex]="pageIndex"
|
||||
showFirstLastButtons
|
||||
(page)="onPageChange($event)"
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,215 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { MatNativeDateModule } from '@angular/material/core';
|
||||
import { MatDatepickerModule } from '@angular/material/datepicker';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
||||
import { DdsApprovalReviewComponent } from './dds-approval-review/dds-approval-review.component';
|
||||
|
||||
/**
|
||||
* Approval Center › DDS Approvals: every DDS entry waiting on a checker, in the clerk's terms - what
|
||||
* it does, on which accounts, for how much - and, once approved, the voucher it moved under.
|
||||
*
|
||||
* Laid out like Disbursement & Transfers beside it, and sharing its styles, so the two queues read the
|
||||
* same way. The entries are the platform's own maker-checker entries; approving one here carries it out.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-approvals',
|
||||
templateUrl: './dds-approvals.component.html',
|
||||
styleUrls: ['../../tasks/checker-inbox-and-tasks-tabs/disbursement-requests/disbursement-requests.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule,
|
||||
MatPaginatorModule,
|
||||
MatNativeDateModule,
|
||||
MatDatepickerModule
|
||||
]
|
||||
})
|
||||
export class DdsApprovalsComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private authenticationService = inject(AuthenticationService);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
entries: any[] = [];
|
||||
pageSize = 20;
|
||||
pageIndex = 0;
|
||||
readonly pageSizeOptions = [
|
||||
10,
|
||||
20,
|
||||
50
|
||||
];
|
||||
|
||||
/** The page of entries on screen. */
|
||||
get pagedEntries(): any[] {
|
||||
const start = this.pageIndex * this.pageSize;
|
||||
return this.entries.slice(start, start + this.pageSize);
|
||||
}
|
||||
|
||||
onPageChange(event: PageEvent): void {
|
||||
this.pageSize = event.pageSize;
|
||||
this.pageIndex = event.pageIndex;
|
||||
}
|
||||
filterStatus = 'PENDING';
|
||||
fromDate: Date | null = null;
|
||||
toDate: Date | null = null;
|
||||
maxDate!: Date;
|
||||
activePreset = 'today';
|
||||
loading = false;
|
||||
loaded = false;
|
||||
|
||||
readonly currentUserId = this.authenticationService.getCredentials()?.userId;
|
||||
|
||||
readonly statusOptions = [
|
||||
{ value: 'PENDING', label: 'Pending' },
|
||||
{ value: 'APPROVED', label: 'Approved' },
|
||||
{ value: 'REJECTED', label: 'Rejected' }
|
||||
];
|
||||
|
||||
readonly datePresets = [
|
||||
{ key: 'today', label: 'Today' },
|
||||
{ key: 'week', label: 'This Week' },
|
||||
{ key: 'month', label: 'This Month' },
|
||||
{ key: 'all', label: 'All' }
|
||||
];
|
||||
|
||||
ngOnInit(): void {
|
||||
const today = new Date(this.settingsService.businessDate || new Date());
|
||||
today.setHours(0, 0, 0, 0);
|
||||
this.maxDate = today;
|
||||
this.applyPreset('today');
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.organizationService
|
||||
.getDdsApprovals(this.filterStatus, this.isoDate(this.fromDate), this.isoDate(this.toDate))
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((rows: any) => {
|
||||
this.entries = Array.isArray(rows) ? rows : [];
|
||||
this.pageIndex = 0;
|
||||
this.loading = false;
|
||||
this.loaded = true;
|
||||
});
|
||||
}
|
||||
|
||||
onFilterChange(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
onFromDateChange(): void {
|
||||
this.activePreset = '';
|
||||
if (this.fromDate && this.toDate && this.fromDate > this.toDate) {
|
||||
this.toDate = new Date(this.fromDate);
|
||||
}
|
||||
this.load();
|
||||
}
|
||||
|
||||
onToDateChange(): void {
|
||||
this.activePreset = '';
|
||||
this.load();
|
||||
}
|
||||
|
||||
applyPreset(key: string): void {
|
||||
this.activePreset = key;
|
||||
const today = new Date(this.settingsService.businessDate || new Date());
|
||||
today.setHours(0, 0, 0, 0);
|
||||
if (key === 'today') {
|
||||
this.fromDate = new Date(today);
|
||||
this.toDate = new Date(today);
|
||||
} else if (key === 'week') {
|
||||
const start = new Date(today);
|
||||
start.setDate(today.getDate() - today.getDay());
|
||||
this.fromDate = start;
|
||||
this.toDate = new Date(today);
|
||||
} else if (key === 'month') {
|
||||
this.fromDate = new Date(today.getFullYear(), today.getMonth(), 1);
|
||||
this.toDate = new Date(today);
|
||||
} else {
|
||||
this.fromDate = null;
|
||||
this.toDate = null;
|
||||
}
|
||||
this.load();
|
||||
}
|
||||
|
||||
review(entry: any): void {
|
||||
this.dialog
|
||||
.open(DdsApprovalReviewComponent, { data: { entry, currentUserId: this.currentUserId }, autoFocus: false })
|
||||
.afterClosed()
|
||||
// However the dialog was closed - its Close button, a click outside, Esc - the list is read
|
||||
// again, so an entry just approved or rejected leaves the Pending list at once.
|
||||
.subscribe(() => this.load());
|
||||
}
|
||||
|
||||
/** Whose entry it is - a checker cannot pass their own. */
|
||||
isMine(entry: any): boolean {
|
||||
return !!this.currentUserId && Number(entry.makerId) === Number(this.currentUserId);
|
||||
}
|
||||
|
||||
statusClass(status: string): string {
|
||||
const map: Record<string, string> = {
|
||||
PENDING: 'wri-status--pending',
|
||||
APPROVED: 'wri-status--approved',
|
||||
REJECTED: 'wri-status--rejected'
|
||||
};
|
||||
return map[status] ?? '';
|
||||
}
|
||||
|
||||
typeColor(entry: any): string {
|
||||
const map: Record<string, string> = {
|
||||
Transfer: '#e3f2fd',
|
||||
'Apply Receipt': '#fce4ec'
|
||||
};
|
||||
if (String(entry.type).startsWith('Premature')) {
|
||||
return '#fff3e0';
|
||||
}
|
||||
if (String(entry.type).startsWith('Maturity')) {
|
||||
return '#e8f5e9';
|
||||
}
|
||||
if (String(entry.type).startsWith('Post')) {
|
||||
return '#ede7f6';
|
||||
}
|
||||
return map[entry.type] ?? '#f5f5f5';
|
||||
}
|
||||
|
||||
formatDateTime(val: any): string {
|
||||
if (!val) {
|
||||
return '—';
|
||||
}
|
||||
const d = new Date(String(val).replace(' ', 'T'));
|
||||
return isNaN(d.getTime())
|
||||
? String(val)
|
||||
: d.toLocaleString('en-IN', {
|
||||
day: '2-digit',
|
||||
month: 'short',
|
||||
year: 'numeric',
|
||||
hour: '2-digit',
|
||||
minute: '2-digit'
|
||||
});
|
||||
}
|
||||
|
||||
private isoDate(d: Date | null): string | undefined {
|
||||
if (!d) {
|
||||
return undefined;
|
||||
}
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,33 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="dr-container">
|
||||
<div class="dr-header">
|
||||
<button mat-stroked-button [routerLink]="['../']" class="dr-back">
|
||||
<i class="fas fa-arrow-left"></i> Deposits
|
||||
</button>
|
||||
<h2 class="dr-header__title">DDS Reports</h2>
|
||||
</div>
|
||||
|
||||
@for (group of reportGroups; track group.title) {
|
||||
<div class="dr-group">
|
||||
<div class="dr-group__title">{{ group.title }}</div>
|
||||
<div class="dr-grid">
|
||||
@for (report of group.reports; track report) {
|
||||
<a class="dr-card" [routerLink]="['view', report]">
|
||||
<div class="dr-card__icon">
|
||||
<i class="fas fa-file-alt"></i>
|
||||
</div>
|
||||
<div class="dr-card__title">{{ report }}</div>
|
||||
<i class="fas fa-chevron-right dr-card__arrow"></i>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,97 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.dr-container {
|
||||
max-width: 1080px;
|
||||
margin: 0 auto;
|
||||
padding: 24px 16px;
|
||||
}
|
||||
|
||||
.dr-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 24px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.dr-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dr-group {
|
||||
margin-bottom: 24px;
|
||||
|
||||
&__title {
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.05em;
|
||||
color: $primary;
|
||||
font-weight: 700;
|
||||
margin-bottom: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
.dr-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.dr-card {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border: 1px solid rgb(0 0 0 / 8%);
|
||||
border-radius: 8px;
|
||||
padding: 12px 14px;
|
||||
text-decoration: none;
|
||||
color: inherit;
|
||||
transition: box-shadow 0.15s ease;
|
||||
|
||||
&:hover {
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
&__icon {
|
||||
color: $primary;
|
||||
font-size: 16px;
|
||||
flex: none;
|
||||
}
|
||||
|
||||
&__title {
|
||||
flex: 1;
|
||||
font-size: 13px;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
&__arrow {
|
||||
color: rgb(0 0 0 / 30%);
|
||||
font-size: 12px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
.dr-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 600px) {
|
||||
.dr-grid {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,73 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component } from '@angular/core';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
* DDS Reports hub component.
|
||||
*
|
||||
* Lists every DDS report from the legacy Reports menu, grouped the same
|
||||
* way (As-On-Date, Interest, Daily/Balance/Master, Transaction). Each
|
||||
* links to the shared report viewer, parameterised by report name.
|
||||
*
|
||||
* UI only for now: no report actually queries the backend yet — see
|
||||
* ReportViewerComponent.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-reports',
|
||||
templateUrl: './dds-reports.component.html',
|
||||
styleUrls: ['./dds-reports.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class DdsReportsComponent {
|
||||
reportGroups = [
|
||||
{
|
||||
title: 'As On Date',
|
||||
reports: [
|
||||
'Supplementary-DDS (As On)',
|
||||
'Agent Check List',
|
||||
'Party Check List-As On',
|
||||
'Party Balance',
|
||||
'Agent Wise Balance',
|
||||
'Agent Wise Monthly Collection',
|
||||
'Commission Register',
|
||||
'Collection Summary Agent Wise',
|
||||
'Close Party Ac Register',
|
||||
'Agent Partywise Daily Collection',
|
||||
'Daily Collection Balance',
|
||||
'Interest Certificate',
|
||||
'Mature Date Wise Report'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Interest',
|
||||
reports: [
|
||||
'Party Int. Register',
|
||||
'Commission Register'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Daily / Balance / Master',
|
||||
reports: [
|
||||
'Daily Collection Report',
|
||||
'Balance Summary',
|
||||
'Master Data Export'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Transaction',
|
||||
reports: ['Transaction Register']
|
||||
},
|
||||
{
|
||||
title: 'Statements',
|
||||
reports: ['Agent Commission Statement']
|
||||
}
|
||||
];
|
||||
}
|
||||
@@ -0,0 +1,146 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="rv-container">
|
||||
<div class="rv-header">
|
||||
<button mat-stroked-button [routerLink]="['../../']" class="rv-back">
|
||||
<i class="fas fa-arrow-left"></i> DDS Reports
|
||||
</button>
|
||||
<h2 class="rv-header__title">{{ reportName }}</h2>
|
||||
</div>
|
||||
|
||||
<div class="rv-card">
|
||||
<form [formGroup]="filterForm">
|
||||
<!-- Only the filters this report's query actually reads are offered. One that changed nothing
|
||||
would read as a report ignoring what it was asked. -->
|
||||
@if (!hasNoFilters) {
|
||||
<div class="rv-grid">
|
||||
@if (usesDate) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>{{ dateLabel }} — from</mat-label>
|
||||
<input matInput required [matDatepicker]="fromPicker" formControlName="fromDate" />
|
||||
<mat-datepicker-toggle matIconSuffix [for]="fromPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #fromPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>{{ dateLabel }} — to</mat-label>
|
||||
<input matInput required [matDatepicker]="toPicker" formControlName="toDate" />
|
||||
<mat-datepicker-toggle matIconSuffix [for]="toPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #toPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (usesAgent) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Agent From</mat-label>
|
||||
<input matInput type="number" formControlName="agentFrom" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Agent To</mat-label>
|
||||
<input matInput type="number" formControlName="agentTo" />
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (usesParty) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Party From</mat-label>
|
||||
<input matInput type="number" formControlName="partyFrom" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Party To</mat-label>
|
||||
<input matInput type="number" formControlName="partyTo" />
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="rv-action-bar">
|
||||
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||
<!-- A report with nothing to fill in has already run itself; the button then only offers to
|
||||
fetch the figures again, which is what it is called. -->
|
||||
<button mat-raised-button color="primary" type="button" [disabled]="filterForm.invalid" (click)="runReport()">
|
||||
<i class="fas" [class.fa-play]="!hasNoFilters" [class.fa-rotate-right]="hasNoFilters"></i>
|
||||
{{ hasNoFilters ? 'Refresh' : 'Run Report' }}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (hasRun) {
|
||||
<div class="rv-results">
|
||||
@if (!available) {
|
||||
<p class="rv-empty">{{ unavailableMessage }}</p>
|
||||
} @else if (rows.length === 0) {
|
||||
<p class="rv-empty">No rows matched these filters.</p>
|
||||
} @else {
|
||||
<!-- Laid out as the legacy statement printed it: a heading naming the report and the
|
||||
period, numbered rows, and a total under every money column. -->
|
||||
<div class="rv-statement">
|
||||
<div class="rv-statement__head">
|
||||
<h3 class="rv-statement__title">{{ reportName }}</h3>
|
||||
@if (usesDate) {
|
||||
<p class="rv-statement__period">
|
||||
{{ dateLabel | lowercase }} {{ ranFromDate | dateFormat }} and
|
||||
{{ ranToDate | dateFormat }}
|
||||
</p>
|
||||
} @else {
|
||||
<p class="rv-statement__period">as on {{ ranOnDate | dateFormat }}</p>
|
||||
}
|
||||
<button mat-stroked-button type="button" class="rv-print" (click)="print()">
|
||||
<i class="fas fa-print"></i> Print
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="rv-table-scroll">
|
||||
<table class="rv-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="rv-sr">#</th>
|
||||
@for (column of columns; track column) {
|
||||
<th [class.rv-num]="isAmountColumn(column)">{{ column }}</th>
|
||||
}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (row of rows; track $index) {
|
||||
<tr>
|
||||
<td class="rv-sr">{{ $index + 1 }}</td>
|
||||
@for (column of columns; track column) {
|
||||
<td [class.rv-num]="isAmountColumn(column)">{{ cell(row, column) }}</td>
|
||||
}
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
@if (hasTotalledColumn) {
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td class="rv-sr"></td>
|
||||
@for (column of columns; track column; let first = $first) {
|
||||
<td [class.rv-num]="isAmountColumn(column)">
|
||||
@if (first) {
|
||||
Total :
|
||||
} @else if (isTotalledColumn(column)) {
|
||||
{{ columnTotal(column) }}
|
||||
}
|
||||
</td>
|
||||
}
|
||||
</tr>
|
||||
</tfoot>
|
||||
}
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<p class="rv-statement__count">{{ rows.length }} {{ rows.length === 1 ? 'row' : 'rows' }}</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,190 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.rv-container {
|
||||
max-width: 1100px;
|
||||
margin: 0 auto;
|
||||
padding: 24px 16px;
|
||||
}
|
||||
|
||||
.rv-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.rv-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.rv-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
padding: 20px 24px 24px;
|
||||
}
|
||||
|
||||
.rv-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 8px 16px;
|
||||
}
|
||||
|
||||
.rv-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.rv-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.rv-results {
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.rv-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0;
|
||||
text-align: center;
|
||||
padding: 24px 0;
|
||||
}
|
||||
|
||||
.rv-table-scroll {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.rv-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
white-space: nowrap;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
padding: 8px 10px;
|
||||
border-bottom: 2px solid rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 8px 10px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
}
|
||||
|
||||
/* Figures line up column-wise so a wrong order of magnitude is visible at a glance. */
|
||||
.rv-num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
/* The row number down the left, as the printed statement carried it. */
|
||||
.rv-sr {
|
||||
width: 1%;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
font-style: italic;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
tfoot td {
|
||||
border-bottom: none;
|
||||
border-top: 2px solid rgb(0 0 0 / 20%);
|
||||
font-weight: 600;
|
||||
padding-top: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
/* ---- the statement block: heading, table, footer count ---- */
|
||||
|
||||
.rv-action-bar i {
|
||||
margin-right: 6px;
|
||||
}
|
||||
|
||||
.rv-statement__head {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 12px;
|
||||
margin-bottom: 14px;
|
||||
}
|
||||
|
||||
.rv-statement__title {
|
||||
margin: 0;
|
||||
font-size: 17px;
|
||||
font-weight: 600;
|
||||
flex: 0 0 auto;
|
||||
}
|
||||
|
||||
.rv-statement__period {
|
||||
margin: 0;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.rv-print {
|
||||
margin-left: auto;
|
||||
|
||||
i {
|
||||
margin-right: 6px;
|
||||
}
|
||||
}
|
||||
|
||||
.rv-statement__count {
|
||||
margin: 10px 0 0;
|
||||
font-size: 12px;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
/* Printing a statement should give the statement, not the screen around it. */
|
||||
@media print {
|
||||
.rv-header,
|
||||
.rv-grid,
|
||||
.rv-action-bar,
|
||||
.rv-print {
|
||||
display: none !important;
|
||||
}
|
||||
|
||||
.rv-card {
|
||||
box-shadow: none;
|
||||
padding: 0;
|
||||
}
|
||||
|
||||
.rv-table-scroll {
|
||||
overflow-x: visible;
|
||||
}
|
||||
|
||||
.rv-table {
|
||||
white-space: normal;
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
.rv-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,344 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
|
||||
/**
|
||||
* Generic DDS report viewer.
|
||||
*
|
||||
* One shared screen for all 13+ DDS reports — the report name comes from
|
||||
* the route and is mapped to a backend report key. Every report in the
|
||||
* legacy system shared the same basic filter shape (date, agent range,
|
||||
* party range), so this avoids building a bespoke screen per report - the
|
||||
* backend returns a generic {columns, rows} shape this renders as one
|
||||
* table regardless of which report it is.
|
||||
*
|
||||
* One legacy report (Close Party Ac Register) has no corresponding data in
|
||||
* the backend yet - Party accounts have no closed/open status at all. Run
|
||||
* Report still calls through, and the backend's `available: false` +
|
||||
* message is shown instead of a table.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-report-viewer',
|
||||
templateUrl: './report-viewer.component.html',
|
||||
styleUrls: ['./report-viewer.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class ReportViewerComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
private static readonly REPORT_KEYS: Record<string, string> = {
|
||||
'Supplementary-DDS (As On)': 'SUPPLEMENTARY_DDS',
|
||||
'Agent Check List': 'AGENT_CHECK_LIST',
|
||||
'Party Check List-As On': 'PARTY_CHECK_LIST',
|
||||
'Party Balance': 'PARTY_BALANCE',
|
||||
'Agent Wise Balance': 'AGENT_WISE_BALANCE',
|
||||
'Agent Wise Monthly Collection': 'AGENT_WISE_MONTHLY_COLLECTION',
|
||||
'Commission Register': 'COMMISSION_REGISTER',
|
||||
'Collection Summary Agent Wise': 'COLLECTION_SUMMARY_AGENT_WISE',
|
||||
'Close Party Ac Register': 'CLOSE_PARTY_AC_REGISTER',
|
||||
'Agent Partywise Daily Collection': 'AGENT_PARTYWISE_DAILY_COLLECTION',
|
||||
'Daily Collection Balance': 'DAILY_COLLECTION_REPORT',
|
||||
'Interest Certificate': 'INTEREST_CERTIFICATE',
|
||||
'Mature Date Wise Report': 'MATURE_DATE_WISE',
|
||||
'Party Int. Register': 'PARTY_INTEREST_REGISTER',
|
||||
'Daily Collection Report': 'DAILY_COLLECTION_REPORT',
|
||||
'Balance Summary': 'BALANCE_SUMMARY',
|
||||
'Master Data Export': 'MASTER_DATA_EXPORT',
|
||||
'Transaction Register': 'TRANSACTION_REGISTER',
|
||||
'Agent Commission Statement': 'AGENT_COMMISSION_STATEMENT'
|
||||
};
|
||||
|
||||
/**
|
||||
* Which filters each report actually uses, and what its date range means.
|
||||
*
|
||||
* Every report used to be offered the same six filters whether it read them or not — so a date
|
||||
* range could be typed on the Agent Check List, which has no date in its query at all, and the
|
||||
* same rows would come back however it was set. A filter that changes nothing is worse than no
|
||||
* filter: it reads as a report that ignores what it was asked.
|
||||
*
|
||||
* Kept in step with the backend by hand; the source of truth is the switch in
|
||||
* `DdsReportReadPlatformServiceImpl.runReport`.
|
||||
*/
|
||||
private static readonly REPORT_FILTERS: Record<string, { date?: string; agent?: boolean; party?: boolean }> = {
|
||||
AGENT_CHECK_LIST: {},
|
||||
PARTY_CHECK_LIST: { agent: true, party: true },
|
||||
PARTY_BALANCE: { agent: true, party: true },
|
||||
AGENT_WISE_BALANCE: { agent: true },
|
||||
BALANCE_SUMMARY: { agent: true, party: true },
|
||||
MASTER_DATA_EXPORT: { agent: true, party: true },
|
||||
|
||||
AGENT_WISE_MONTHLY_COLLECTION: { date: 'Collected between', agent: true },
|
||||
COLLECTION_SUMMARY_AGENT_WISE: { date: 'Collected between', agent: true },
|
||||
DAILY_COLLECTION_REPORT: { date: 'Collected between', agent: true },
|
||||
AGENT_PARTYWISE_DAILY_COLLECTION: { date: 'Collected between', agent: true, party: true },
|
||||
SUPPLEMENTARY_DDS: { date: 'Collected between', agent: true, party: true },
|
||||
|
||||
COMMISSION_REGISTER: { date: 'Posted between', agent: true },
|
||||
AGENT_COMMISSION_STATEMENT: { date: 'Posted between' },
|
||||
PARTY_INTEREST_REGISTER: { date: 'Posted between', party: true },
|
||||
INTEREST_CERTIFICATE: { date: 'Interest earned between', agent: true, party: true },
|
||||
|
||||
TRANSACTION_REGISTER: { date: 'Transacted between', agent: true, party: true },
|
||||
CLOSE_PARTY_AC_REGISTER: { date: 'Closed between', agent: true, party: true },
|
||||
MATURE_DATE_WISE: { date: 'Maturing between', agent: true, party: true }
|
||||
};
|
||||
|
||||
reportName: string = this.route.snapshot.paramMap.get('reportName') || 'Report';
|
||||
|
||||
hasRun = false;
|
||||
available = true;
|
||||
unavailableMessage = '';
|
||||
columns: string[] = [];
|
||||
rows: Array<Record<string, any>> = [];
|
||||
|
||||
/** The range the rows on screen were actually fetched for — not whatever the filter says now. */
|
||||
ranFromDate: Date | null = null;
|
||||
ranToDate: Date | null = null;
|
||||
|
||||
/** When a report carries no date range, the moment it was run is what dates its figures. */
|
||||
ranOnDate: Date | null = null;
|
||||
|
||||
private static readonly MONEY = new Intl.NumberFormat('en-IN', {
|
||||
minimumFractionDigits: 2,
|
||||
maximumFractionDigits: 2
|
||||
});
|
||||
|
||||
private static readonly DATE = new Intl.DateTimeFormat('en-GB', {
|
||||
day: '2-digit',
|
||||
month: '2-digit',
|
||||
year: 'numeric'
|
||||
});
|
||||
|
||||
/**
|
||||
* One cell, rendered the way a printed statement shows it.
|
||||
*
|
||||
* Dates arrive from the platform as `[yyyy, m, d]` and numbers as raw decimals, so printing them
|
||||
* as they come gives "2026,9,2" and "10052.6" — unreadable on a statement someone checks figures
|
||||
* against. Amounts get Indian grouping and two decimals; identifiers that merely look numeric
|
||||
* (account numbers, codes) are left alone, since grouping them would corrupt them.
|
||||
*/
|
||||
cell(row: Record<string, any>, column: string): string {
|
||||
const value = row[column];
|
||||
|
||||
if (value === null || value === undefined || value === '') {
|
||||
return '—';
|
||||
}
|
||||
if (Array.isArray(value) && value.length >= 3) {
|
||||
return ReportViewerComponent.DATE.format(new Date(value[0], value[1] - 1, value[2]));
|
||||
}
|
||||
if (this.isAmountColumn(column) && typeof value === 'number') {
|
||||
return ReportViewerComponent.MONEY.format(value);
|
||||
}
|
||||
return String(value);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether a column holds money, and so should be right-aligned with two decimals.
|
||||
*
|
||||
* Decided from the column's name rather than its values: a count column and an account-number
|
||||
* column are both numbers, and neither reads as an amount.
|
||||
*/
|
||||
isAmountColumn(column: string): boolean {
|
||||
const name = column.toLowerCase();
|
||||
|
||||
// Ruled out first, because several of these also contain a money word: a rate is a percentage,
|
||||
// "Total Accounts" is a count that happens to say total, and an account number is an identifier
|
||||
// that would be corrupted by grouping.
|
||||
//
|
||||
// "agents" is matched exactly rather than as a substring: the two count columns are named
|
||||
// "Total Agents" and "Active Agents", but "Cash With Agents" and "Commission Due To Agents"
|
||||
// are money, and a substring test swept those two up and printed them ungrouped.
|
||||
//
|
||||
// A "type" column names a kind, never a quantity — "Interest Type" holds the word "Interest",
|
||||
// which is enough for the money test below to claim it and put a meaningless total under it.
|
||||
if (
|
||||
name.includes('a/c no') ||
|
||||
name.includes('code') ||
|
||||
name.includes('rate') ||
|
||||
name.includes('%') ||
|
||||
name.includes('count') ||
|
||||
name.includes('entries') ||
|
||||
name.includes('accounts') ||
|
||||
name === 'total agents' ||
|
||||
name === 'active agents' ||
|
||||
name.includes('type') ||
|
||||
name.includes('pan')
|
||||
) {
|
||||
return false;
|
||||
}
|
||||
|
||||
return (
|
||||
name.includes('amount') ||
|
||||
name.includes('balance') ||
|
||||
name.includes('collect') ||
|
||||
name.includes('commission') ||
|
||||
name.includes('deduction') ||
|
||||
name.includes('deposit') ||
|
||||
name.includes('advance') ||
|
||||
name.includes('interest') ||
|
||||
name.includes('tds') ||
|
||||
name.includes('total') ||
|
||||
name.includes('diff') ||
|
||||
name.includes('cash') ||
|
||||
name.includes('debit') ||
|
||||
name.includes('credit') ||
|
||||
name.includes('settled') ||
|
||||
name.includes('shortfall') ||
|
||||
name.includes('due')
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether a total under this column would mean anything.
|
||||
*
|
||||
* Not every amount is worth adding up. A "Balance After" on a transaction register is the running
|
||||
* balance *at that moment*, so its column holds several snapshots of the same account at different
|
||||
* times — summing them produces a figure that corresponds to nothing, and a reader would sooner or
|
||||
* later try to reconcile it against something.
|
||||
*
|
||||
* A plain balance on a listing report is different: there each row is one account's position at
|
||||
* one moment, and the sum is the real "total held", which is exactly what a branch wants to see.
|
||||
*/
|
||||
isTotalledColumn(column: string): boolean {
|
||||
if (!this.isAmountColumn(column)) {
|
||||
return false;
|
||||
}
|
||||
return !column.toLowerCase().includes('balance after');
|
||||
}
|
||||
|
||||
/** The figure printed under a column, as the legacy statement's "Total :" row does. */
|
||||
columnTotal(column: string): string {
|
||||
const sum = this.rows.reduce((running, row) => {
|
||||
const value = row[column];
|
||||
return running + (typeof value === 'number' ? value : 0);
|
||||
}, 0);
|
||||
return ReportViewerComponent.MONEY.format(sum);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether to print a Total row at all.
|
||||
*
|
||||
* A single-row report is already its own total - Balance Summary is one line of figures for the
|
||||
* whole scheme, and repeating it underneath itself only invites the reader to look for a difference
|
||||
* between the two.
|
||||
*/
|
||||
get hasTotalledColumn(): boolean {
|
||||
return this.rows.length > 1 && this.columns.some((column) => this.isTotalledColumn(column));
|
||||
}
|
||||
|
||||
print(): void {
|
||||
window.print();
|
||||
}
|
||||
|
||||
filterForm: UntypedFormGroup = this.formBuilder.group({
|
||||
fromDate: [''],
|
||||
toDate: [''],
|
||||
agentFrom: [1],
|
||||
agentTo: [99999],
|
||||
partyFrom: [1],
|
||||
partyTo: [99999999]
|
||||
});
|
||||
|
||||
private get filters(): { date?: string; agent?: boolean; party?: boolean } {
|
||||
return ReportViewerComponent.REPORT_FILTERS[ReportViewerComponent.REPORT_KEYS[this.reportName]] ?? {};
|
||||
}
|
||||
|
||||
/** True when this report's query actually reads a date range - only then is one asked for. */
|
||||
get usesDate(): boolean {
|
||||
return !!this.filters.date;
|
||||
}
|
||||
|
||||
/** What this report's date range means, e.g. "Posted between" rather than a bare "From Date". */
|
||||
get dateLabel(): string {
|
||||
return this.filters.date ?? '';
|
||||
}
|
||||
|
||||
get usesAgent(): boolean {
|
||||
return !!this.filters.agent;
|
||||
}
|
||||
|
||||
get usesParty(): boolean {
|
||||
return !!this.filters.party;
|
||||
}
|
||||
|
||||
/** True when this report takes no filters at all, so there is nothing for anyone to fill in. */
|
||||
get hasNoFilters(): boolean {
|
||||
return !this.usesDate && !this.usesAgent && !this.usesParty;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
// A date is required exactly for the reports that read one, so a report without dates can be run
|
||||
// straight away instead of demanding two values it will ignore.
|
||||
if (this.usesDate) {
|
||||
this.filterForm.get('fromDate')?.setValidators([Validators.required]);
|
||||
this.filterForm.get('toDate')?.setValidators([Validators.required]);
|
||||
this.filterForm.get('fromDate')?.updateValueAndValidity();
|
||||
this.filterForm.get('toDate')?.updateValueAndValidity();
|
||||
}
|
||||
|
||||
// Nothing to narrow it by means nothing to decide, so the report simply opens showing its
|
||||
// figures. Making someone press Run on an empty form asks a question with only one answer.
|
||||
if (this.hasNoFilters) {
|
||||
this.runReport();
|
||||
}
|
||||
}
|
||||
|
||||
runReport(): void {
|
||||
const reportKey = ReportViewerComponent.REPORT_KEYS[this.reportName];
|
||||
if (!reportKey) {
|
||||
return;
|
||||
}
|
||||
const raw = this.filterForm.getRawValue();
|
||||
|
||||
// Only what this report reads is sent. The backend defaults the rest to the full range, so a
|
||||
// report that ignores a filter is never handed a value that looks like it was applied.
|
||||
const params: Record<string, any> = {};
|
||||
if (this.usesDate) {
|
||||
params['fromDate'] = this.dateUtils.getDate(raw.fromDate);
|
||||
params['toDate'] = this.dateUtils.getDate(raw.toDate);
|
||||
}
|
||||
if (this.usesAgent) {
|
||||
params['agentFrom'] = raw.agentFrom;
|
||||
params['agentTo'] = raw.agentTo;
|
||||
}
|
||||
if (this.usesParty) {
|
||||
params['partyFrom'] = raw.partyFrom;
|
||||
params['partyTo'] = raw.partyTo;
|
||||
}
|
||||
|
||||
this.organizationService.runDdsReport(reportKey, params).subscribe((result: any) => {
|
||||
this.available = result.available;
|
||||
this.unavailableMessage = result.message || '';
|
||||
this.columns = result.columns || [];
|
||||
this.rows = result.rows || [];
|
||||
// Captured here so the printed heading names the range these rows came from, and does not
|
||||
// silently change if the filter is edited without re-running.
|
||||
this.ranFromDate = raw.fromDate;
|
||||
this.ranToDate = raw.toDate;
|
||||
this.ranOnDate = new Date();
|
||||
this.hasRun = true;
|
||||
});
|
||||
}
|
||||
|
||||
exit(): void {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
}
|
||||
}
|
||||
-6
@@ -130,12 +130,6 @@
|
||||
<mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
|
||||
<span>{{ 'labels.text.View Transaction' | translate }}</span>
|
||||
</button>
|
||||
@if (!isFirstTransaction(idx)) {
|
||||
<button mat-menu-item (click)="undoTransaction(transaction)">
|
||||
<mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
|
||||
<span>{{ 'tooltips.Undo Transaction' | translate }}</span>
|
||||
</button>
|
||||
}
|
||||
<button
|
||||
mat-menu-item
|
||||
(click)="routeEdit($event)"
|
||||
|
||||
+1
-14
@@ -6,20 +6,7 @@
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="container m-b-20 align-end-center gap-2percent">
|
||||
@if (allowUndo()) {
|
||||
<span>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="warn"
|
||||
*mifosxHasPermission="'UNDOTRANSACTION_SAVINGSACCOUNT'"
|
||||
(click)="undoTransaction()"
|
||||
>
|
||||
<fa-icon icon="undo" class="m-r-10"></fa-icon>Undo
|
||||
</button>
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
<div class="container m-b-20 align-end-center gap-2percent"></div>
|
||||
<div class="container">
|
||||
<mat-card>
|
||||
<mat-card-content>
|
||||
|
||||
@@ -0,0 +1,49 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Observable, forkJoin, of } from 'rxjs';
|
||||
import { catchError, map } from 'rxjs/operators';
|
||||
import { ClientsService } from 'app/clients/clients.service';
|
||||
|
||||
/**
|
||||
* Finds clients by name whatever case the officer types it in.
|
||||
*
|
||||
* The platform's name filter matches anywhere in the name but only in the exact case typed, so
|
||||
* "sneha" finds nobody while "Sneha" finds Ms. Sneha Iyer. Names are stored capitalised, so the term
|
||||
* is tried as typed, capitalised word by word, and in upper and lower case, and the results merged.
|
||||
* Done here rather than by changing the platform's search, which every other screen relies on.
|
||||
*/
|
||||
export function searchClientsAnyCase(clientsService: ClientsService, term: string, officeId?: any): Observable<any[]> {
|
||||
const variants = Array.from(
|
||||
new Set([
|
||||
term,
|
||||
term.toLowerCase().replace(/(^|[\s.])(\p{L})/gu, (_match, lead, letter) => lead + letter.toUpperCase()),
|
||||
term.toUpperCase(),
|
||||
term.toLowerCase()
|
||||
])
|
||||
);
|
||||
return forkJoin(
|
||||
variants.map((variant) =>
|
||||
clientsService.getFilteredClients('displayName', 'ASC', false, variant, officeId).pipe(
|
||||
map((response: any) => {
|
||||
const found = response?.pageItems || response || [];
|
||||
return Array.isArray(found) ? found : [];
|
||||
}),
|
||||
catchError(() => of([]))
|
||||
)
|
||||
)
|
||||
).pipe(
|
||||
map((lists: any[][]) => {
|
||||
const byId = new Map<number, any>();
|
||||
for (const client of lists.flat()) {
|
||||
byId.set(client.id, client);
|
||||
}
|
||||
return Array.from(byId.values()).sort((a, b) => String(a.displayName).localeCompare(String(b.displayName)));
|
||||
})
|
||||
);
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,528 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.pm-container {
|
||||
// Wider than the usual form page: the extra width is what keeps this many fields off a
|
||||
// second screen.
|
||||
max-width: 1280px;
|
||||
margin: 0 auto;
|
||||
padding: 12px 16px 20px;
|
||||
}
|
||||
|
||||
.pm-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 14px;
|
||||
margin-bottom: 10px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 18px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.pm-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.pm-tabs {
|
||||
::ng-deep .mat-mdc-tab-body-wrapper {
|
||||
min-height: 300px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-tab-content {
|
||||
padding: 20px 24px;
|
||||
}
|
||||
|
||||
.pm-section {
|
||||
padding: 16px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
|
||||
&:last-of-type {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
// The subtitle sits beside the title where there is room and drops below it where there is not.
|
||||
flex-wrap: wrap;
|
||||
gap: 2px 10px;
|
||||
margin-bottom: 16px;
|
||||
|
||||
i {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
h3 {
|
||||
margin: 0;
|
||||
font-size: 16px;
|
||||
font-weight: 600;
|
||||
// Held at its natural width: letting it shrink breaks a two-word heading onto three lines.
|
||||
flex: 0 0 auto;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(4, 1fr);
|
||||
gap: 2px 18px;
|
||||
align-items: start;
|
||||
}
|
||||
|
||||
/*
|
||||
* Label to the left of its field, the way the screen this replaces laid them out. A stacked label
|
||||
* costs a whole row of height per field, and with 60-odd fields that is the difference between an
|
||||
* operator seeing the form at once and scrolling through three screens of it.
|
||||
*/
|
||||
.pm-f {
|
||||
display: grid;
|
||||
grid-template-columns: 104px minmax(0, 1fr);
|
||||
align-items: start;
|
||||
column-gap: 7px;
|
||||
|
||||
&--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-f-lbl {
|
||||
font-size: 11.5px;
|
||||
line-height: 1.25;
|
||||
text-align: right;
|
||||
color: rgb(0 0 0 / 68%);
|
||||
padding-top: 7px;
|
||||
|
||||
// Required marker, in the same red the legacy screen used.
|
||||
b {
|
||||
color: #c1121f;
|
||||
font-weight: 400;
|
||||
margin-left: 2px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.pm-checkbox-field {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
height: 56px;
|
||||
}
|
||||
|
||||
.pm-radio-group {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
height: 56px;
|
||||
}
|
||||
|
||||
.pm-add-nominee {
|
||||
color: $primary;
|
||||
height: fit-content;
|
||||
align-self: center;
|
||||
}
|
||||
|
||||
/*
|
||||
* The running total of the shares entered, beside the button that adds another. Reads as ordinary
|
||||
* text while the split still adds up and turns to the warning colour when it does not, so the clerk
|
||||
* sees the state of the whole nomination without having to try to save it.
|
||||
*/
|
||||
.pm-share-total {
|
||||
align-self: center;
|
||||
margin-left: 12px;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.pm-share-total-bad {
|
||||
color: #b3261e;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.pm-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0 0 8px;
|
||||
}
|
||||
|
||||
/*
|
||||
* One nominee, laid out as fields that wrap rather than columns that must all fit.
|
||||
*
|
||||
* A fixed column per field only works while the count is fixed, and it is not - the Share % field
|
||||
* appears and disappears with the split mode, and a tenth column pushed the remove button onto a
|
||||
* line of its own. Each field instead states the width it needs to stay readable and the row breaks
|
||||
* where it runs out of space, so nothing is squeezed and nothing is orphaned.
|
||||
*/
|
||||
.pm-nominee-row {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 12px;
|
||||
align-items: start;
|
||||
padding: 12px 0;
|
||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||
|
||||
&:first-of-type {
|
||||
border-top: none;
|
||||
}
|
||||
|
||||
/* Names and addresses need room; a date, Yes/No or a percentage does not. */
|
||||
.pm-f {
|
||||
flex: 1 1 170px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.pm-f--date {
|
||||
flex: 0 1 140px;
|
||||
}
|
||||
|
||||
.pm-f--tight {
|
||||
flex: 0 1 100px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-remove-nominee {
|
||||
color: #b91c1c;
|
||||
margin-top: 8px;
|
||||
}
|
||||
|
||||
.pm-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
padding: 16px 24px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.pm-callout {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
margin: 0 24px;
|
||||
padding: 12px 16px;
|
||||
background: rgb(185 28 28 / 8%);
|
||||
border: 1px solid rgb(185 28 28 / 25%);
|
||||
border-radius: 6px;
|
||||
color: #b91c1c;
|
||||
font-size: 0.9rem;
|
||||
}
|
||||
|
||||
@media (width <= 1000px) {
|
||||
.pm-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
|
||||
/* Resolved name shown under a Client / Agent / Guardian id, as the legacy screen did in red. */
|
||||
.pm-hint--found {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.pm-hint--missing {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Explains why a block of fields is absent, so the screen does not just look unfinished. */
|
||||
.pm-note {
|
||||
margin: 4px 0 0;
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
font-style: italic;
|
||||
}
|
||||
|
||||
.pm-closed-badge {
|
||||
margin-left: 12px;
|
||||
padding: 3px 11px;
|
||||
border-radius: 11px;
|
||||
font-size: 0.72rem;
|
||||
font-weight: 500;
|
||||
background: rgb(0 0 0 / 7%);
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
/* Says whose details a block of fields is for, so the screen explains itself. */
|
||||
.pm-section__sub {
|
||||
flex: 1 1 auto;
|
||||
min-width: 0;
|
||||
font-size: 0.78rem;
|
||||
font-weight: 400;
|
||||
line-height: 1.45;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.pm-search-ic {
|
||||
color: rgb(0 0 0 / 38%);
|
||||
font-size: 0.85rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* Money reads right to left, so a column of figures only lines up when it is right-aligned; the
|
||||
* tabular figures keep every digit the same width so the decimal points stack.
|
||||
*/
|
||||
input.pm-money {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
/* One row of a Client / Sub Type search list: the id, the name, and where it belongs. */
|
||||
.pm-opt {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 10px;
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
/* The "there are more" footer row. Quieter than a real option, since it is not one. */
|
||||
.pm-opt-more {
|
||||
font-size: 0.75rem;
|
||||
font-style: italic;
|
||||
opacity: 0.75;
|
||||
}
|
||||
|
||||
.pm-opt-id {
|
||||
flex: 0 0 auto;
|
||||
min-width: 52px;
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.78rem;
|
||||
color: var(--pl-accent, #b45309);
|
||||
}
|
||||
|
||||
/*
|
||||
The name is the reason the row exists, so it gets whatever width is going and is the last thing
|
||||
to be cut. Before this the branch was fixed-width and the name carried the ellipsis, so in the
|
||||
narrow panel every customer read as a single letter.
|
||||
*/
|
||||
|
||||
.pm-opt-main {
|
||||
flex: 1 1 auto;
|
||||
min-width: 8rem;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.pm-opt-sub {
|
||||
flex: 0 1 auto;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/* stylelint-disable no-duplicate-selectors -- the dense layout below deliberately re-targets the base selectors above to override them. */
|
||||
|
||||
/*
|
||||
* Dense data-entry layout.
|
||||
*
|
||||
* The screen this replaces fitted the whole form on one page - an officer opening accounts all day
|
||||
* reads it at a glance and never scrolls. Material's default field height and spacing turn the same
|
||||
* 56 fields into three screens' worth, so the whole card is tightened: shorter fields, smaller type,
|
||||
* and just enough room under each field for the hint that names the client or agent it resolved.
|
||||
*/
|
||||
|
||||
/*
|
||||
* With the label moved outside, the box only has to hold the value - so it loses the height Material
|
||||
* reserves for a floating label, and the form fits a screen instead of three.
|
||||
*/
|
||||
.pm-card {
|
||||
::ng-deep {
|
||||
.mat-mdc-form-field {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-infix {
|
||||
min-height: 26px;
|
||||
padding-top: 3px !important;
|
||||
padding-bottom: 3px !important;
|
||||
border-top: 0;
|
||||
}
|
||||
|
||||
.mat-mdc-text-field-wrapper {
|
||||
padding-left: 8px;
|
||||
padding-right: 8px;
|
||||
}
|
||||
|
||||
.mat-mdc-input-element,
|
||||
.mat-mdc-select-value-text {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
|
||||
// Room for one line of hint - the resolved client/agent name that confirms the right record.
|
||||
.mat-mdc-form-field-subscript-wrapper {
|
||||
height: 14px;
|
||||
min-height: 14px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-hint {
|
||||
font-size: 10.5px;
|
||||
line-height: 14px;
|
||||
}
|
||||
|
||||
// Suffix icons and the datepicker toggle default to a 48px touch target, which reopens all the
|
||||
// height just saved.
|
||||
.mat-mdc-icon-button.mat-mdc-button-base {
|
||||
width: 26px;
|
||||
height: 26px;
|
||||
padding: 3px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-icon-suffix {
|
||||
padding-left: 2px;
|
||||
|
||||
.mat-datepicker-toggle svg {
|
||||
width: 15px;
|
||||
height: 15px;
|
||||
}
|
||||
}
|
||||
|
||||
.mat-mdc-tab-body-wrapper {
|
||||
min-height: 0;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-tab-content {
|
||||
padding: 8px 16px;
|
||||
}
|
||||
|
||||
/*
|
||||
* Blocks drawn the way the screen this replaces drew them: a hairline between groups of fields,
|
||||
* with the group's name as a quiet caption above it rather than a heading bar of its own. An
|
||||
* operator who has filled this form a hundred times navigates by field position; one filling their
|
||||
* first still gets told which block is which.
|
||||
*/
|
||||
.pm-section {
|
||||
padding: 8px 0 2px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 11%);
|
||||
|
||||
&__header {
|
||||
margin-bottom: 6px;
|
||||
gap: 0 10px;
|
||||
|
||||
// Decoration the legacy screen did without, and the row is tighter for losing it.
|
||||
i {
|
||||
display: none;
|
||||
}
|
||||
|
||||
h3 {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.07em;
|
||||
text-transform: uppercase;
|
||||
color: $primary;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-section__sub {
|
||||
font-size: 0.72rem;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
.pm-grid {
|
||||
gap: 0 12px;
|
||||
}
|
||||
|
||||
.pm-checkbox-field,
|
||||
.pm-radio-group {
|
||||
height: 28px;
|
||||
|
||||
::ng-deep label {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
}
|
||||
|
||||
// The nominee grid is its own row of fields, so its labels sit above rather than beside - there is
|
||||
// no room for a label column eight fields across.
|
||||
.pm-nominee-row {
|
||||
gap: 0 10px;
|
||||
padding: 3px 0;
|
||||
|
||||
.pm-f {
|
||||
grid-template-columns: minmax(0, 1fr);
|
||||
row-gap: 1px;
|
||||
}
|
||||
|
||||
.pm-f-lbl {
|
||||
text-align: left;
|
||||
padding-top: 0;
|
||||
font-size: 10.5px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-note {
|
||||
margin: 0;
|
||||
font-size: 0.74rem;
|
||||
}
|
||||
|
||||
.pm-action-bar {
|
||||
padding: 10px 18px;
|
||||
}
|
||||
|
||||
/*
|
||||
The customer's real deposit account. Not a form field - nothing here is typed, it is what the
|
||||
bank's books say - so it reads as a fact rather than sitting in an input box pretending to be one.
|
||||
*/
|
||||
.pm-account {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
padding: 3px 0;
|
||||
min-height: 26px;
|
||||
justify-content: center;
|
||||
}
|
||||
|
||||
.pm-account-no {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.85rem;
|
||||
letter-spacing: 0.02em;
|
||||
}
|
||||
|
||||
.pm-account-meta {
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.pm-account-live {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Said plainly: this party has no account behind it, which is a real gap, not a blank field. */
|
||||
.pm-account-missing {
|
||||
font-size: 0.75rem;
|
||||
font-style: italic;
|
||||
color: #9b2c2c;
|
||||
}
|
||||
|
||||
/*
|
||||
Something the branch has to do, rather than something that has gone wrong - so it reads as an
|
||||
instruction in the warning colour, not an error in red like the closed-account notice.
|
||||
*/
|
||||
.pm-callout--action {
|
||||
background: rgb(180 83 9 / 8%);
|
||||
border-color: rgb(180 83 9 / 25%);
|
||||
color: #b45309;
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,166 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="pl-root">
|
||||
<div class="pl-header">
|
||||
<div class="pl-header-left">
|
||||
<div class="pl-header-ic"><fa-icon icon="clipboard-check"></fa-icon></div>
|
||||
<div class="pl-header-text">
|
||||
<h2>Accounts Due for Closure</h2>
|
||||
<p>Matured DDS accounts still open — pay the customer, then close the account.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="pl-header-right">
|
||||
<button class="pl-create-btn" type="button" [routerLink]="['/accounts/dds']">
|
||||
<fa-icon icon="arrow-left"></fa-icon>
|
||||
<span>Party Master</span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!loading && parties.length > 0) {
|
||||
<div class="pl-kpis">
|
||||
<div class="pl-kpi pl-kpi--purple" matTooltip="Matured accounts still open, at either step">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="clipboard-check"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ parties.length | number }}</div>
|
||||
<div class="pl-kpi-l">Outstanding</div>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="pl-kpi pl-kpi--teal"
|
||||
matTooltip="Money the bank is holding on matured accounts it has not yet paid out"
|
||||
>
|
||||
<div class="pl-kpi-ic"><fa-icon icon="wallet"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ totalPayable | number: '1.2-2' }}</div>
|
||||
<div class="pl-kpi-l">Still to Pay</div>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Already paid, waiting only on the close. Separated because it is the quicker half of the
|
||||
list and needs no customer to be reached. -->
|
||||
@if (awaitingCloseCount > 0) {
|
||||
<div class="pl-kpi pl-kpi--blue" matTooltip="Paid out in full — these only need closing">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="check"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ awaitingCloseCount | number }}</div>
|
||||
<div class="pl-kpi-l">Ready to Close</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="pl-card">
|
||||
@if (loading) {
|
||||
<div class="pl-empty"><p>Loading…</p></div>
|
||||
} @else if (parties.length === 0) {
|
||||
<!-- An empty list here is good news, so it says so rather than looking like a failed load. -->
|
||||
<div class="pl-empty">
|
||||
<div class="pl-empty-ic dfc-empty-ic"><fa-icon icon="check"></fa-icon></div>
|
||||
<h3>Nothing to close</h3>
|
||||
<p>No DDS account has matured and been left open. Every matured account has been paid out and closed.</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="pl-table-wrap">
|
||||
<table class="pl-table dfc-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Party</th>
|
||||
<th>Customer</th>
|
||||
<th>Collected By</th>
|
||||
<th>Matured On</th>
|
||||
<th class="num">Payable</th>
|
||||
<th class="num">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (party of parties; track party.id) {
|
||||
<tr class="pl-row">
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.partyCode }}</div>
|
||||
<div class="pl-product-sub dfc-account">{{ party.accountNo || party.savingsAccountNo || '—' }}</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>{{ party.partyName }}</td>
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.agentName || '—' }}</div>
|
||||
<div class="pl-product-sub">{{ party.agentCode }}</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.maturityDate | dateFormat }}</div>
|
||||
<!-- How long the bank has been holding it. A maturity from months back is a
|
||||
different problem from yesterday's, and the date alone does not say so. -->
|
||||
<div class="pl-product-sub" [class.dfc-stale]="daysOverdue(party) > 30">
|
||||
{{ daysOverdue(party) }} {{ daysOverdue(party) === 1 ? 'day' : 'days' }} ago
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="num">
|
||||
@if (awaitingPayout(party)) {
|
||||
<strong>{{ party.currentBalance | number: '1.2-2' }}</strong>
|
||||
} @else {
|
||||
<!-- Paid. Shown as words rather than 0.00 so a settled account is not mistaken for
|
||||
one that was never collected on. -->
|
||||
<span class="dfc-paid">Paid out</span>
|
||||
}
|
||||
</td>
|
||||
<td class="num">
|
||||
<!--
|
||||
Two steps, and an account stays on this list through both: pay the customer, then
|
||||
close. The officer sees the balance fall to nil before closing, so nothing is
|
||||
closed on a payment nobody checked.
|
||||
-->
|
||||
@if (heldUnderLien(party)) {
|
||||
<!--
|
||||
Pledged against a loan. Offering Pay Out here would only be refused by the
|
||||
server, so the row says why instead — the deposit is the bank's security until
|
||||
the borrowing against it is cleared.
|
||||
-->
|
||||
<span
|
||||
class="dfc-lien"
|
||||
[matTooltip]="
|
||||
(party.amountHeldUnderLien | number: '1.2-2') +
|
||||
' is pledged against a loan. It is paid out once the loan is repaid and the lien released.'
|
||||
"
|
||||
>
|
||||
<fa-icon icon="lock"></fa-icon>
|
||||
<span>Held under lien</span>
|
||||
</span>
|
||||
} @else if (awaitingPayout(party)) {
|
||||
<button
|
||||
type="button"
|
||||
class="pl-action-btn pl-action-btn--edit"
|
||||
(click)="payOut(party)"
|
||||
matTooltip="Pay this money out to the customer"
|
||||
>
|
||||
<fa-icon icon="wallet"></fa-icon><span>Pay Out</span>
|
||||
</button>
|
||||
} @else {
|
||||
<button
|
||||
type="button"
|
||||
class="pl-action-btn dfc-close-btn"
|
||||
(click)="closeAccount(party)"
|
||||
matTooltip="The money has gone out — close this account"
|
||||
>
|
||||
<fa-icon icon="check"></fa-icon><span>Close Account</span>
|
||||
</button>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,97 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
@use 'assets/styles/product-list' as pl;
|
||||
|
||||
@include pl.product-list-styles;
|
||||
|
||||
/* An empty list here means the work is done, so the mark is the reassuring colour, not the grey one. */
|
||||
.dfc-empty-ic {
|
||||
color: #15803d;
|
||||
}
|
||||
|
||||
.dfc-account {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.75rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* A maturity the bank has been sitting on for over a month. Called out because the date alone reads
|
||||
* the same whether it passed yesterday or in the spring, and the two are not the same problem.
|
||||
*/
|
||||
.dfc-stale {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
* An account whose money has already gone out. Words rather than 0.00, so a settled account is not
|
||||
* read as one that was never collected on - both would show the same figure.
|
||||
*/
|
||||
.dfc-paid {
|
||||
color: #15803d;
|
||||
font-weight: 600;
|
||||
font-size: 0.78rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* The close action. Green rather than the list's usual blue because it is the step that finishes the
|
||||
* account, and it only ever appears on a row already paid.
|
||||
*/
|
||||
.dfc-close-btn {
|
||||
color: #15803d;
|
||||
border-color: rgb(21 128 61 / 30%);
|
||||
background: rgb(21 128 61 / 6%);
|
||||
|
||||
&:hover {
|
||||
background: rgb(21 128 61 / 12%);
|
||||
border-color: rgb(21 128 61 / 45%);
|
||||
}
|
||||
}
|
||||
|
||||
/*
|
||||
* A deposit pledged against a loan. Not a button, because there is nothing for the clerk to do here
|
||||
* until the loan is cleared — showing one would only lead to a refusal.
|
||||
*/
|
||||
.dfc-lien {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 4px 10px;
|
||||
border: 1px solid rgb(90 74 156 / 30%);
|
||||
border-radius: 4px;
|
||||
background: rgb(90 74 156 / 8%);
|
||||
color: #5a4a9c;
|
||||
font-size: 0.78rem;
|
||||
font-weight: 600;
|
||||
cursor: help;
|
||||
}
|
||||
|
||||
/* Plain table rather than mat-table: this list is short by design and needs no sort or paging. */
|
||||
.dfc-table {
|
||||
th,
|
||||
td {
|
||||
padding: 10px 14px;
|
||||
text-align: left;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
}
|
||||
|
||||
th {
|
||||
font-size: 0.72rem;
|
||||
font-weight: 600;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
background: rgb(0 0 0 / 2%);
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,214 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
|
||||
/** Custom Components */
|
||||
import { PayoutDialogComponent } from '../payout-dialog/payout-dialog.component';
|
||||
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
|
||||
|
||||
/**
|
||||
* The DDS accounts whose term has run out and which are still open - the branch's list of closures
|
||||
* waiting to be done.
|
||||
*
|
||||
* A list of work, not a report. Nothing closes itself: a matured account is money the bank now owes
|
||||
* the customer, and where it goes has to be agreed with them, so each one waits here until an
|
||||
* officer deals with it. Before this existed the maturity date simply passed and nobody was told -
|
||||
* the bank held the money and the customer had to think to ask for it.
|
||||
*
|
||||
* Two steps, not one, and an account stays on this list through both:
|
||||
*
|
||||
* balance owing pay it out - to another account of theirs, or into matured-deposits payable
|
||||
* balance nil paid; close it
|
||||
*
|
||||
* Splitting them is what a branch actually does. The officer pays, sees the balance fall to nil and
|
||||
* the money land where it was meant to, and only then closes. One click doing both would close
|
||||
* accounts whose payment nobody had checked, and a closed account is far harder to put right.
|
||||
*
|
||||
* Oldest maturity first, because that is the one the bank has been holding longest.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-due-for-closure',
|
||||
templateUrl: './due-for-closure.component.html',
|
||||
styleUrls: ['./due-for-closure.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FaIconComponent
|
||||
]
|
||||
})
|
||||
export class DueForClosureComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dialog = inject(MatDialog);
|
||||
private alertService = inject(AlertService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
parties: any[] = [];
|
||||
loading = true;
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
private load(): void {
|
||||
this.loading = true;
|
||||
this.organizationService.getPartiesDueForClosure().subscribe({
|
||||
next: (parties: any) => {
|
||||
this.parties = Array.isArray(parties) ? parties : parties?.pageItems || [];
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => {
|
||||
this.parties = [];
|
||||
this.loading = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** What the bank is holding in total across every matured account still open. */
|
||||
get totalPayable(): number {
|
||||
return this.parties.reduce((sum, party) => sum + Number(party.currentBalance || 0), 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether this one is still waiting on its payment. Anything left on the account is the customer's
|
||||
* money, so it is paid before the account can be closed.
|
||||
*/
|
||||
awaitingPayout(party: any): boolean {
|
||||
return Number(party.currentBalance || 0) > 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether this deposit is standing as security for a loan.
|
||||
*
|
||||
* The term has ended and the money is owed, but it cannot leave while it is pledged - so the row
|
||||
* says so rather than offering a Pay Out the server would refuse. A customer who needed cash before
|
||||
* their term ended borrowed against the deposit instead of breaking it; the deposit is paid when
|
||||
* that loan is cleared.
|
||||
*/
|
||||
heldUnderLien(party: any): boolean {
|
||||
return Number(party.amountHeldUnderLien || 0) > 0;
|
||||
}
|
||||
|
||||
/** How many are already paid and now only need closing - the quicker half of the list. */
|
||||
get awaitingCloseCount(): number {
|
||||
return this.parties.filter((party) => !this.awaitingPayout(party)).length;
|
||||
}
|
||||
|
||||
/**
|
||||
* How long the bank has been sitting on this one. Shown because a maturity from three months ago
|
||||
* is a different problem from one from yesterday, and the list alone would not say so.
|
||||
*/
|
||||
daysOverdue(party: any): number {
|
||||
const matured = this.toDate(party.maturityDate);
|
||||
if (!matured) {
|
||||
return 0;
|
||||
}
|
||||
return Math.max(0, Math.floor((Date.now() - matured.getTime()) / 86400000));
|
||||
}
|
||||
|
||||
/** The API sends dates as [year, month, day]; month is 1-based there and 0-based in Date. */
|
||||
private toDate(value: any): Date | null {
|
||||
if (Array.isArray(value) && value.length >= 3) {
|
||||
return new Date(value[0], value[1] - 1, value[2]);
|
||||
}
|
||||
return value ? new Date(value) : null;
|
||||
}
|
||||
|
||||
payOut(party: any): void {
|
||||
const dialogRef = this.dialog.open(PayoutDialogComponent, {
|
||||
data: party,
|
||||
width: '520px',
|
||||
autoFocus: false
|
||||
});
|
||||
|
||||
dialogRef.afterClosed().subscribe((payoutCommand: any) => {
|
||||
if (!payoutCommand) {
|
||||
return;
|
||||
}
|
||||
this.organizationService.payOutParty(party.id, payoutCommand).subscribe({
|
||||
next: (result: any) => {
|
||||
if (awaitingApproval(result)) {
|
||||
this.alertService.alert({
|
||||
type: 'Sent for Approval',
|
||||
message: `Payout of ${party.partyCode} is waiting for a manager's approval. Nothing has been paid yet.`
|
||||
});
|
||||
this.load();
|
||||
return;
|
||||
}
|
||||
this.alertService.alert({
|
||||
type: 'Party Paid Out',
|
||||
message: payoutCommand.toSavingsAccountNo
|
||||
? `${party.partyCode} paid into ${payoutCommand.toSavingsAccountNo} and the account is closed.`
|
||||
: `${party.partyCode} parked in Sundry in the customer's name and the account is closed.`
|
||||
});
|
||||
this.load();
|
||||
}
|
||||
// A refusal is shown by the platform's own error handler, which names the reason - repeating
|
||||
// it here would say the same thing twice.
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Closes an account whose money has already gone out. The server refuses one still carrying a
|
||||
* balance, so this cannot close an account out from under an unpaid customer.
|
||||
*
|
||||
* Asked for first, because closing is the one step here with no way back.
|
||||
*/
|
||||
closeAccount(party: any): void {
|
||||
const confirmation = this.dialog.open(ConfirmationDialogComponent, {
|
||||
data: {
|
||||
heading: `Close ${party.partyCode}?`,
|
||||
dialogContext: `${party.partyName}'s account has been paid out in full and can be closed. It cannot be reopened.`,
|
||||
type: 'warn'
|
||||
}
|
||||
});
|
||||
|
||||
confirmation.afterClosed().subscribe((response: any) => {
|
||||
if (!response?.confirm) {
|
||||
return;
|
||||
}
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const locale = this.settingsService.language.code;
|
||||
this.organizationService
|
||||
.closeParty(party.id, {
|
||||
closeDate: this.dateUtils.formatDate(this.settingsService.businessDate || new Date(), dateFormat),
|
||||
dateFormat,
|
||||
locale
|
||||
})
|
||||
.subscribe({
|
||||
next: (result: any) => {
|
||||
this.alertService.alert(
|
||||
awaitingApproval(result)
|
||||
? {
|
||||
type: 'Sent for Approval',
|
||||
message: `Closing ${party.partyCode} is waiting for a manager's approval. It stays open until then.`
|
||||
}
|
||||
: { type: 'Party Closed', message: `${party.partyCode} is closed.` }
|
||||
);
|
||||
this.load();
|
||||
}
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
/** Under maker-checker the command is only recorded - it has a command id but no resource yet. */
|
||||
function awaitingApproval(result: any): boolean {
|
||||
return !!result?.commandId && result?.resourceId == null;
|
||||
}
|
||||
@@ -0,0 +1,79 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title class="nd-title">
|
||||
Nominees
|
||||
<span class="nd-party">{{ data.partyCode }} · {{ data.partyName }}</span>
|
||||
</h2>
|
||||
|
||||
<mat-dialog-content class="nd-body">
|
||||
@if (nominees.length === 0) {
|
||||
<p class="nd-empty">Nobody is nominated on this account.</p>
|
||||
} @else {
|
||||
<p class="nd-mode">
|
||||
@if (bySequence) {
|
||||
Paid in the order listed — the first named who can be found receives the deposit.
|
||||
} @else {
|
||||
Split by share of the deposit.
|
||||
}
|
||||
</p>
|
||||
|
||||
<table class="nd-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>
|
||||
@if (bySequence) {
|
||||
Order
|
||||
} @else {
|
||||
#
|
||||
}
|
||||
</th>
|
||||
<th>Name</th>
|
||||
<th>Relation</th>
|
||||
<th>Nominated</th>
|
||||
@if (!bySequence) {
|
||||
<th class="nd-num">Share</th>
|
||||
}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (nominee of nominees; track nominee.id; let i = $index) {
|
||||
<tr>
|
||||
<!-- The stated order where there is one; otherwise just the position in the list. -->
|
||||
<td class="nd-seq">{{ nominee.sequenceNo ?? i + 1 }}</td>
|
||||
<td>
|
||||
{{ nominee.name }}
|
||||
@if (nominee.minor) {
|
||||
<span class="nd-minor">minor · guardian {{ nominee.guardianName || '—' }}</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ nominee.relation }}</td>
|
||||
<td>{{ nominee.nominationDate | dateFormat }}</td>
|
||||
@if (!bySequence) {
|
||||
<td class="nd-num">
|
||||
@if (nominee.sharePercent !== null && nominee.sharePercent !== undefined) {
|
||||
{{ nominee.sharePercent }}%
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</td>
|
||||
}
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
@if (shareWarning) {
|
||||
<p class="nd-warn">{{ shareWarning }}</p>
|
||||
}
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-raised-button color="primary" mat-dialog-close>Close</button>
|
||||
</mat-dialog-actions>
|
||||
@@ -0,0 +1,84 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.nd-title {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
margin-bottom: 0;
|
||||
}
|
||||
|
||||
.nd-party {
|
||||
font-size: 13px;
|
||||
font-weight: 400;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.nd-body {
|
||||
min-width: 420px;
|
||||
padding-top: 8px;
|
||||
}
|
||||
|
||||
.nd-mode {
|
||||
margin: 0 0 12px;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.nd-empty {
|
||||
margin: 8px 0;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.nd-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 14px;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
font-weight: 500;
|
||||
font-size: 12px;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
padding: 0 8px 6px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 8px 8px 8px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
vertical-align: top;
|
||||
}
|
||||
}
|
||||
|
||||
/* Shares line up to be read down the column, not across the row. */
|
||||
.nd-num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
padding-right: 0;
|
||||
}
|
||||
|
||||
.nd-seq {
|
||||
width: 32px;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.nd-minor {
|
||||
display: block;
|
||||
font-size: 12px;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
.nd-warn {
|
||||
margin: 12px 0 0;
|
||||
font-size: 13px;
|
||||
color: #b3261e;
|
||||
}
|
||||
@@ -0,0 +1,82 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
|
||||
/** Custom Pipes */
|
||||
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
|
||||
|
||||
/**
|
||||
* Who this account is nominated to, read without opening it for editing.
|
||||
*
|
||||
* A clerk asked "who is on this account" has one question, not an intention to change anything, and
|
||||
* the edit form answers it only after a load, a tab and a scroll - with every field live the whole
|
||||
* time. This states it and closes.
|
||||
*
|
||||
* What is shown follows the split the account was nominated under: a share per nominee under
|
||||
* Percentage, and the order they are paid in under Sequence, because that ordering is the whole of
|
||||
* what Sequence records.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-nominee-list-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
DateFormatPipe
|
||||
],
|
||||
templateUrl: './nominee-list-dialog.component.html',
|
||||
styleUrls: ['./nominee-list-dialog.component.scss']
|
||||
})
|
||||
export class NomineeListDialogComponent {
|
||||
/** { partyCode, partyName, splitMode, nominees } */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
get bySequence(): boolean {
|
||||
return this.data?.splitMode === 'Sequence';
|
||||
}
|
||||
|
||||
get nominees(): any[] {
|
||||
return this.data?.nominees || [];
|
||||
}
|
||||
|
||||
/**
|
||||
* What the shares come to. Shown only when it is not the whole deposit - a nomination recorded
|
||||
* before shares were captured reads as complete otherwise, and the remainder has nobody named
|
||||
* to receive it.
|
||||
*/
|
||||
get shareTotal(): number | null {
|
||||
if (this.bySequence) {
|
||||
return null;
|
||||
}
|
||||
const stated = this.nominees.filter((n) => n?.sharePercent !== null && n?.sharePercent !== undefined);
|
||||
if (stated.length === 0) {
|
||||
return null;
|
||||
}
|
||||
return stated.reduce((sum, n) => sum + Number(n.sharePercent || 0), 0);
|
||||
}
|
||||
|
||||
get shareWarning(): string | null {
|
||||
if (this.bySequence) {
|
||||
// Under Sequence the order is the whole of the nomination, so an order nobody stated is the
|
||||
// same gap a missing share is under Percentage.
|
||||
const stated = this.nominees.filter((n) => n?.sequenceNo !== null && n?.sequenceNo !== undefined);
|
||||
return stated.length === this.nominees.length ? null : 'No order was recorded against these nominees.';
|
||||
}
|
||||
const total = this.shareTotal;
|
||||
if (total === null) {
|
||||
return 'No shares were recorded against these nominees.';
|
||||
}
|
||||
return total === 100 ? null : `The shares come to ${total}%, not 100%.`;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,240 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="pl-root">
|
||||
<div class="pl-header">
|
||||
<div class="pl-header-left">
|
||||
<div class="pl-header-ic"><fa-icon icon="users"></fa-icon></div>
|
||||
<div class="pl-header-text">
|
||||
<h2>Party Master</h2>
|
||||
<p>The DDS accounts on file — each one a customer collected from daily.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="pl-header-right">
|
||||
<div class="pl-count-chip" matTooltip="Total parties">
|
||||
<fa-icon icon="users"></fa-icon>
|
||||
<strong>{{ totalCount }}</strong>
|
||||
<span>{{ totalCount === 1 ? 'party' : 'parties' }}</span>
|
||||
</div>
|
||||
<button class="pl-create-btn" type="button" [routerLink]="['create']">
|
||||
<fa-icon icon="plus"></fa-icon>
|
||||
<span>Create Party</span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
Matured accounts still open. Money the bank owes a customer that nobody has been told about, so
|
||||
it is called out on the screen an officer already opens rather than left on a report they would
|
||||
have to think to run.
|
||||
-->
|
||||
@if (dueForClosureCount > 0) {
|
||||
<a class="pm-due-banner" [routerLink]="['dueforclosure']">
|
||||
<fa-icon icon="clipboard-check" class="pm-due-banner__ic"></fa-icon>
|
||||
<span class="pm-due-banner__text">
|
||||
<strong>{{ dueForClosureCount }}</strong>
|
||||
{{ dueForClosureCount === 1 ? 'account has' : 'accounts have' }} matured and
|
||||
{{ dueForClosureCount === 1 ? 'is' : 'are' }} still open —
|
||||
<!-- Nil once every one of them has been paid: what is left then is the closing, not the money. -->
|
||||
@if (dueForClosurePayable > 0) {
|
||||
<strong>{{ dueForClosurePayable | number: '1.2-2' }}</strong> still owed to customers.
|
||||
} @else {
|
||||
paid in full, waiting to be closed.
|
||||
}
|
||||
</span>
|
||||
<span class="pm-due-banner__cta"
|
||||
>Settle {{ dueForClosureCount === 1 ? 'it' : 'them' }} <fa-icon icon="arrow-right"></fa-icon
|
||||
></span>
|
||||
</a>
|
||||
}
|
||||
|
||||
<div class="pl-kpis">
|
||||
<div class="pl-kpi pl-kpi--blue">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="users"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ activeCount | number }}</div>
|
||||
<div class="pl-kpi-l">Open Accounts</div>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="pl-kpi pl-kpi--purple"
|
||||
matTooltip="What the agents should collect between them on a full collection day"
|
||||
>
|
||||
<div class="pl-kpi-ic"><fa-icon icon="calendar-day"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ totalDailyDue | number: '1.2-2' }}</div>
|
||||
<div class="pl-kpi-l">Daily Collection Due</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="pl-kpi pl-kpi--teal" matTooltip="Every open account's running balance added up">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="wallet"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ totalCurrentBalance | number: '1.2-2' }}</div>
|
||||
<div class="pl-kpi-l">Total Deposits Held</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="pl-card">
|
||||
<div class="pl-toolbar">
|
||||
<div class="pl-search">
|
||||
<fa-icon icon="search" class="pl-search-ic"></fa-icon>
|
||||
<input
|
||||
type="text"
|
||||
(input)="applyFilter($any($event.target).value)"
|
||||
placeholder="Search by code, name or agent…"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (totalCount === 0) {
|
||||
<div class="pl-empty">
|
||||
<div class="pl-empty-ic"><fa-icon icon="users"></fa-icon></div>
|
||||
<h3>No parties yet</h3>
|
||||
<p>Open one so an agent can start collecting daily deposits against it.</p>
|
||||
<button class="pl-create-btn" type="button" [routerLink]="['create']">
|
||||
<fa-icon icon="plus"></fa-icon>
|
||||
<span>Create Party</span>
|
||||
</button>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="pl-table-wrap">
|
||||
<table mat-table [dataSource]="dataSource" matSort class="pl-table">
|
||||
<ng-container matColumnDef="partyCode">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header>Party Code</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
<div class="pl-product-cell">
|
||||
<div class="pl-product-icon"><fa-icon icon="user"></fa-icon></div>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ p.partyCode }}</div>
|
||||
<div class="pl-product-sub">{{ p.city || '—' }}</div>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="partyName">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header>Party Name</th>
|
||||
<td mat-cell *matCellDef="let p">{{ p.partyName }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="subType">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header>Sub Type</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
<span class="pl-tag" [matTooltip]="p.subType">{{ p.subTypeDescription || p.subType }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="agentName">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header>Collected By</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ p.agentName || '—' }}</div>
|
||||
<div class="pl-product-sub">{{ p.agentCode }}</div>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<!--
|
||||
The customer's real deposit account. A party without one is money the bank's books do not
|
||||
know about, so it is called out rather than shown as a blank cell.
|
||||
-->
|
||||
<ng-container matColumnDef="savingsAccountNo">
|
||||
<th mat-header-cell *matHeaderCellDef>DDS Account</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
@if (p.accountNo) {
|
||||
<div class="pl-product-meta">
|
||||
<div class="pm-list-account">{{ p.accountNo }}</div>
|
||||
<div class="pl-product-sub">{{ p.subTypeDescription || p.subType }}</div>
|
||||
</div>
|
||||
} @else if (p.savingsAccountNo) {
|
||||
<div class="pl-product-meta">
|
||||
<div class="pm-list-account">{{ p.savingsAccountNo }}</div>
|
||||
<div class="pl-product-sub">{{ p.savingsAccountStatus }}</div>
|
||||
</div>
|
||||
} @else {
|
||||
<span class="pm-list-no-account">Not opened</span>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="dailyDepositAmount">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header class="num">Daily Deposit</th>
|
||||
<td mat-cell *matCellDef="let p" class="num">{{ p.dailyDepositAmount | number: '1.2-2' }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="currentBalance">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header class="num">Current Balance</th>
|
||||
<td mat-cell *matCellDef="let p" class="num">
|
||||
<strong>{{ p.currentBalance | number: '1.2-2' }}</strong>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="status">
|
||||
<th mat-header-cell *matHeaderCellDef>Status</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
<span class="pm-pill" [class.pm-pill--off]="p.status === 'CLOSED'">
|
||||
{{ p.status === 'CLOSED' ? 'Closed' : 'Active' }}
|
||||
</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="nominees">
|
||||
<th mat-header-cell *matHeaderCellDef>Nominees</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
@if (nomineeCount(p) > 0) {
|
||||
<button
|
||||
type="button"
|
||||
class="pl-nominee-btn"
|
||||
(click)="showNominees(p)"
|
||||
matTooltip="See who this account is nominated to"
|
||||
>
|
||||
{{ nomineeCount(p) }} nominated
|
||||
</button>
|
||||
} @else {
|
||||
<span class="pl-muted">None</span>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="actions">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">Actions</th>
|
||||
<td mat-cell *matCellDef="let p" class="num">
|
||||
<button
|
||||
type="button"
|
||||
class="pl-action-btn pl-action-btn--edit"
|
||||
[routerLink]="[p.id, 'edit']"
|
||||
[matTooltip]="p.status === 'CLOSED' ? 'View this closed party' : 'Edit this party'"
|
||||
>
|
||||
<fa-icon [icon]="p.status === 'CLOSED' ? 'eye' : 'edit'"></fa-icon>
|
||||
<span>{{ p.status === 'CLOSED' ? 'View' : 'Edit' }}</span>
|
||||
</button>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
|
||||
<tr
|
||||
mat-row
|
||||
*matRowDef="let row; columns: displayedColumns"
|
||||
class="pl-row"
|
||||
[class.pm-row--closed]="row.status === 'CLOSED'"
|
||||
></tr>
|
||||
</table>
|
||||
|
||||
@if (filteredCount === 0 && totalCount > 0) {
|
||||
<div class="pl-no-match">
|
||||
<fa-icon icon="search"></fa-icon>
|
||||
<span>No parties match your filter.</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<mat-paginator [pageSizeOptions]="[10, 25, 50, 100]" [pageSize]="10" showFirstLastButtons></mat-paginator>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,133 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
@use 'assets/styles/product-list' as pl;
|
||||
|
||||
@include pl.product-list-styles;
|
||||
|
||||
/* Party-specific amber accent */
|
||||
:host {
|
||||
--pl-accent: #b45309;
|
||||
--pl-accent-l: #fef3c7;
|
||||
}
|
||||
|
||||
/* A closed party stays listed - its collections and interest are still on the books. */
|
||||
.pm-row--closed td:not(.num) {
|
||||
opacity: 0.55;
|
||||
}
|
||||
|
||||
.pm-pill {
|
||||
display: inline-block;
|
||||
padding: 3px 11px;
|
||||
border-radius: 11px;
|
||||
font-size: 0.72rem;
|
||||
font-weight: 500;
|
||||
line-height: 1.7;
|
||||
background: #dcfce7;
|
||||
color: #15803d;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.pm-pill--off {
|
||||
background: rgb(0 0 0 / 7%);
|
||||
color: rgb(0 0 0 / 52%);
|
||||
}
|
||||
|
||||
/* The customer's real deposit account number, in the list. */
|
||||
.pm-list-account {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.8rem;
|
||||
}
|
||||
|
||||
/*
|
||||
A party with no account behind it. Called out rather than left blank: the balance beside it is
|
||||
money the bank's own books have no record of, which is the thing worth noticing here.
|
||||
*/
|
||||
.pm-list-no-account {
|
||||
font-size: 0.75rem;
|
||||
font-style: italic;
|
||||
color: #9b2c2c;
|
||||
}
|
||||
|
||||
/*
|
||||
Matured accounts still open. Deliberately loud: it is money the bank owes a customer who has not
|
||||
been told, and every day it sits there is a day the bank is holding somebody else's money. Styled
|
||||
as a link to the work rather than a notice about it - reading it should be the same click as
|
||||
starting on it.
|
||||
*/
|
||||
.pm-due-banner {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin: 0 0 14px;
|
||||
padding: 12px 16px;
|
||||
background: rgb(180 83 9 / 8%);
|
||||
border: 1px solid rgb(180 83 9 / 28%);
|
||||
border-radius: 8px;
|
||||
color: #92400e;
|
||||
text-decoration: none;
|
||||
transition: background 0.15s ease;
|
||||
|
||||
&:hover {
|
||||
background: rgb(180 83 9 / 13%);
|
||||
}
|
||||
|
||||
&__ic {
|
||||
font-size: 1.05rem;
|
||||
flex: 0 0 auto;
|
||||
}
|
||||
|
||||
&__text {
|
||||
flex: 1 1 auto;
|
||||
font-size: 0.88rem;
|
||||
line-height: 1.45;
|
||||
}
|
||||
|
||||
&__cta {
|
||||
flex: 0 0 auto;
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
font-size: 0.82rem;
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 700px) {
|
||||
.pm-due-banner {
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
}
|
||||
|
||||
/*
|
||||
* The nominee count, which opens the list of names rather than the account itself.
|
||||
*
|
||||
* Styled as text that can be clicked rather than as a second action button: the row already has one
|
||||
* action, and a pair of equal-looking buttons would put "look at this" beside "change this" as
|
||||
* though the two were the same kind of thing.
|
||||
*/
|
||||
.pl-nominee-btn {
|
||||
border: 0;
|
||||
background: none;
|
||||
padding: 0;
|
||||
font: inherit;
|
||||
color: var(--pl-accent);
|
||||
font-weight: 500;
|
||||
cursor: pointer;
|
||||
text-decoration: underline;
|
||||
text-underline-offset: 3px;
|
||||
|
||||
&:hover {
|
||||
text-decoration-thickness: 2px;
|
||||
}
|
||||
}
|
||||
|
||||
.pl-muted {
|
||||
color: rgb(0 0 0 / 40%);
|
||||
}
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user