Fixed and Recurring Deposit wizards now bidirectionally sync the Product tab's linked-account selection with the new Terms tab's Transfer-to-Savings account, disable the Withdraw Deposit maturity instruction end-to-end, and card-style the Transfer to Savings picker to match the existing linked-account UI. Adds a printable FD/RD deposit certificate from the account view page, following the existing letter-mgmt certificate pattern. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
298 lines
13 KiB
TypeScript
298 lines
13 KiB
TypeScript
/**
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* Copyright since 2025 Mifos Initiative
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*
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* This Source Code Form is subject to the terms of the Mozilla Public
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* License, v. 2.0. If a copy of the MPL was not distributed with this
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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/** Angular Imports */
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import { Component, ViewChild, inject } from '@angular/core';
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import { ActivatedRoute, Router } from '@angular/router';
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/** Custom Services */
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import { FixedDepositsService } from '../fixed-deposits.service';
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import { ClientsService } from 'app/clients/clients.service';
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import { SettingsService } from 'app/settings/settings.service';
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import { AlertService } from 'app/core/alert/alert.service';
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import { ProductsService } from 'app/products/products.service';
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/** Custom Components */
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import { FixedDepositAccountDetailsStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-details-step/fixed-deposit-account-details-step.component';
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import { FixedDepositAccountCurrencyStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-currency-step/fixed-deposit-account-currency-step.component';
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import { Dates } from 'app/core/utils/dates';
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import { MatTabsModule } from '@angular/material/tabs';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { FixedDepositAccountInterestRateChartStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component';
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import { FixedDepositAccountPreviewStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component';
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import { FixedDepositAccountMaturityTermsStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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/**
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* Edit Fixed Deposit Account Component — same tab UI as Create, pre-populated with existing data.
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*/
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@Component({
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selector: 'mifosx-edit-fixed-deposit-account',
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templateUrl: './edit-fixed-deposit-account.component.html',
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styleUrls: ['./edit-fixed-deposit-account.component.scss'],
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imports: [
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...STANDALONE_SHARED_IMPORTS,
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MatTabsModule,
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FaIconComponent,
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FixedDepositAccountDetailsStepComponent,
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FixedDepositAccountInterestRateChartStepComponent,
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FixedDepositAccountCurrencyStepComponent,
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FixedDepositAccountMaturityTermsStepComponent,
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FixedDepositAccountPreviewStepComponent
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]
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})
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export class EditFixedDepositAccountComponent {
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private route = inject(ActivatedRoute);
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private router = inject(Router);
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private dateUtils = inject(Dates);
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private fixedDepositsService = inject(FixedDepositsService);
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private settingsService = inject(SettingsService);
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private alertService = inject(AlertService);
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private productsService = inject(ProductsService);
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private clientsService = inject(ClientsService);
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@ViewChild(FixedDepositAccountDetailsStepComponent, { static: true })
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fixedDepositsAccountDetailsStep: FixedDepositAccountDetailsStepComponent;
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@ViewChild(FixedDepositAccountCurrencyStepComponent)
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fixedDepositAccountCurrencyStep: FixedDepositAccountCurrencyStepComponent;
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@ViewChild(FixedDepositAccountPreviewStepComponent)
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fixedDepositAccountPreviewStep: FixedDepositAccountPreviewStepComponent;
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@ViewChild(FixedDepositAccountMaturityTermsStepComponent)
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fixedDepositAccountMaturityTermsStep: FixedDepositAccountMaturityTermsStepComponent;
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/** Full account data + template from resolver */
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fixedDepositsAccountAndTemplate: any;
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/** Product template emitted by details step */
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fixedDepositsAccountProductTemplate: any;
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/** Currently visible wizard tab (0-indexed). */
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selectedTabIndex = 0;
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private readonly totalTabs = 5;
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/** Active CBS base interest rate versions for the selected product's FD type */
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cbsBaseRates: any[] = [];
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/** Tenure selected from the interest rate chart step */
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selectedTenure: {
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depositPeriod: number;
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depositPeriodFrequencyId: number;
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depositAmount?: number;
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maturityAmount?: number;
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interestEarned?: number;
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appliedRate?: number;
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isSeniorCitizen?: boolean;
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} | null = null;
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constructor() {
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this.route.data.subscribe((data: { fixedDepositsAccountAndTemplate: any }) => {
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const account = data.fixedDepositsAccountAndTemplate;
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this.fixedDepositsAccountAndTemplate = account;
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// Pre-populate tenure from existing account
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if (account?.depositPeriod) {
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this.selectedTenure = {
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depositPeriod: account.depositPeriod,
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depositPeriodFrequencyId: account.depositPeriodFrequency?.id ?? 2,
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depositAmount: account.depositAmount,
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isSeniorCitizen: !!account.isSeniorCitizen,
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appliedRate: account.seniorCitizenInterestRate ?? undefined
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};
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}
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if (account?.clientId && account?.accountNo) {
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this.clientsService
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.getClientNominees(String(account.clientId), account.accountNo, 'FD')
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.subscribe((nominees: any[]) => {
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if (Array.isArray(nominees) && nominees.length > 0) {
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this.fixedDepositsAccountAndTemplate = { ...this.fixedDepositsAccountAndTemplate, nominees };
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}
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});
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}
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});
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}
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next(): void {
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if (this.selectedTabIndex < this.totalTabs - 1) {
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this.selectedTabIndex += 1;
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}
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}
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prev(): void {
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if (this.selectedTabIndex > 0) {
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this.selectedTabIndex -= 1;
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}
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}
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setTemplate($event: any) {
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this.fixedDepositsAccountProductTemplate = $event;
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const fdType = $event?.fdType;
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this.productsService.getFdBaseInterestRates(fdType).subscribe({
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next: (rates: any[]) => (this.cbsBaseRates = rates || []),
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error: () => (this.cbsBaseRates = [])
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});
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}
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onTenureSelected($event: {
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depositPeriod: number;
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depositPeriodFrequencyId: number;
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depositAmount?: number;
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maturityAmount?: number;
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interestEarned?: number;
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appliedRate?: number;
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isSeniorCitizen?: boolean;
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}) {
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this.selectedTenure = $event;
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}
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get fixedDepositAccountDetailsForm() {
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return this.fixedDepositsAccountDetailsStep?.fixedDepositAccountDetailsForm;
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}
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get fixedDepositAccount() {
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return {
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...this.fixedDepositsAccountDetailsStep?.fixedDepositAccountDetails,
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...this.fixedDepositAccountCurrencyStep?.currencyStepData
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};
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}
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get submittedOnDate(): Date | null {
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const val =
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this.fixedDepositsAccountDetailsStep?.fixedDepositAccountDetails?.submittedOnDate ??
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this.fixedDepositsAccountAndTemplate?.timeline?.submittedOnDate;
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if (!val) return null;
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const d = Array.isArray(val) ? new Date(val[0], val[1] - 1, val[2]) : new Date(val);
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return isNaN(d.getTime()) ? null : d;
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}
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submit() {
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const detailsStep = this.fixedDepositsAccountDetailsStep;
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if (detailsStep?.selectedAccountStatus === 'JOINT' && detailsStep.totalJointSharePercentage !== 100) {
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this.alertService.alert({
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type: 'Error',
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message: `Total ownership is ${detailsStep.totalJointSharePercentage}%. It must equal 100% before submitting.`
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});
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return;
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}
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if (
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this.fixedDepositsAccountProductTemplate?.nominationFacility &&
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(this.fixedDepositAccountCurrencyStep?.nominees ?? []).length === 0
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) {
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this.alertService.alert({
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type: 'Error',
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message: 'Nomination Facility is enabled for this product. Please add at least one nominee before submitting.'
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});
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return;
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}
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if (!this.selectedTenure || !this.selectedTenure.depositPeriod) {
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this.alertService.alert({
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type: 'Error',
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message: 'Please enter the Deposit Tenure and click "Find Rate" before submitting.'
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});
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return;
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}
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if (!detailsStep?.selectedCustomerSegment) {
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this.alertService.alert({ type: 'Error', message: 'Please select a Customer Segment before submitting.' });
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return;
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}
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const locale = this.settingsService.language.code;
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const dateFormat = this.settingsService.dateFormat;
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const monthDayFormat = 'dd MMMM';
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const pt = this.fixedDepositsAccountProductTemplate;
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const terms: any = {};
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if (pt?.nominalAnnualInterestRate != null) terms.nominalAnnualInterestRate = pt.nominalAnnualInterestRate;
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if (pt?.interestCompoundingPeriodType?.id != null)
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terms.interestCompoundingPeriodType = pt.interestCompoundingPeriodType.id;
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if (pt?.interestPostingPeriodType?.id != null) terms.interestPostingPeriodType = pt.interestPostingPeriodType.id;
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if (pt?.interestCalculationType?.id != null) terms.interestCalculationType = pt.interestCalculationType.id;
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if (pt?.interestCalculationDaysInYearType?.id != null)
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terms.interestCalculationDaysInYearType = pt.interestCalculationDaysInYearType.id;
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if (this.selectedTenure?.depositAmount != null) {
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terms.depositAmount = this.selectedTenure.depositAmount;
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} else if (pt?.depositAmount != null) {
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terms.depositAmount = pt.depositAmount;
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}
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if (pt?.minDepositAmount != null) terms.minDepositAmount = pt.minDepositAmount;
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if (pt?.maxDepositAmount != null) terms.maxDepositAmount = pt.maxDepositAmount;
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const settings: any = {};
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if (pt?.lockinPeriodFrequency != null) settings.lockinPeriodFrequency = pt.lockinPeriodFrequency;
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if (pt?.lockinPeriodFrequencyType?.id != null) settings.lockinPeriodFrequencyType = pt.lockinPeriodFrequencyType.id;
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if (pt?.minDepositTerm != null) settings.minDepositTerm = pt.minDepositTerm;
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if (pt?.minDepositTermType?.id != null) settings.minDepositTermTypeId = pt.minDepositTermType.id;
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if (pt?.inMultiplesOfDepositTerm != null) settings.inMultiplesOfDepositTerm = pt.inMultiplesOfDepositTerm;
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if (pt?.inMultiplesOfDepositTermType?.id != null)
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settings.inMultiplesOfDepositTermTypeId = pt.inMultiplesOfDepositTermType.id;
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if (pt?.maxDepositTerm != null) settings.maxDepositTerm = pt.maxDepositTerm;
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if (pt?.maxDepositTermType?.id != null) settings.maxDepositTermTypeId = pt.maxDepositTermType.id;
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if (pt?.preClosurePenalApplicable != null) settings.preClosurePenalApplicable = pt.preClosurePenalApplicable;
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if (pt?.preClosurePenalInterest != null) settings.preClosurePenalInterest = pt.preClosurePenalInterest;
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if (pt?.preClosurePenalInterestOnType?.id != null)
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settings.preClosurePenalInterestOnTypeId = pt.preClosurePenalInterestOnType.id;
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if (pt?.maturityInstructionId != null) settings.maturityInstructionId = pt.maturityInstructionId;
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if (pt?.transferInterestToSavings != null) settings.transferInterestToSavings = pt.transferInterestToSavings;
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if (pt?.withHoldTax != null) settings.withHoldTax = pt.withHoldTax;
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const rawCharges: any[] =
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(this.fixedDepositAccount.charges?.length ? this.fixedDepositAccount.charges : pt?.charges) ?? [];
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const fixedDepositAccount: any = {
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...this.fixedDepositAccount,
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...terms,
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...settings,
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...(this.fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}),
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...(this.selectedTenure
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? {
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depositPeriod: this.selectedTenure.depositPeriod,
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depositPeriodFrequencyId: this.selectedTenure.depositPeriodFrequencyId
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}
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: {}),
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clientId: this.fixedDepositsAccountAndTemplate.clientId,
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charges: rawCharges.map((charge: any) => ({
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chargeId: charge.chargeId ?? charge.id,
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amount: charge.amount,
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dueDate: charge.dueDate && this.dateUtils.formatDate(charge.dueDate, dateFormat),
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feeOnMonthDay:
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charge.feeOnMonthDay && this.dateUtils.formatDate([2000].concat(charge.feeOnMonthDay), monthDayFormat),
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feeInterval: charge.feeInterval
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})),
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submittedOnDate: this.dateUtils.formatDate(this.fixedDepositAccount.submittedOnDate, dateFormat),
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charts: [{ chartSlabs: pt?.accountChart?.chartSlabs ?? [] }],
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dateFormat,
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monthDayFormat,
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locale
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};
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const nominees = this.fixedDepositAccountCurrencyStep?.nominees ?? [];
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if (nominees.length > 0) {
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fixedDepositAccount.nominees = nominees.map((n: any) => ({
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nomineeClientId: n.nomineeClientId,
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nominationType: n.nominationType,
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relationshipId: n.relationshipId,
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percentageShare: n.percentageShare,
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nomineeIsMinor: n.nomineeIsMinor,
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...(n.guardianClientId ? { guardianClientId: n.guardianClientId } : {}),
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remarks: n.remarks
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}));
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}
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if (
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this.selectedTenure?.isSeniorCitizen &&
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this.selectedTenure.appliedRate != null &&
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this.selectedTenure.appliedRate > 0
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) {
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fixedDepositAccount.isSeniorCitizen = true;
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fixedDepositAccount.seniorCitizenInterestRate = this.selectedTenure.appliedRate;
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fixedDepositAccount.nominalAnnualInterestRate = this.selectedTenure.appliedRate;
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}
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this.fixedDepositsService
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.updateFixedDepositAccount(this.fixedDepositsAccountAndTemplate.id, fixedDepositAccount)
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.subscribe((response: any) => {
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this.router.navigate(['../'], { relativeTo: this.route });
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});
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}
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}
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