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cbsnexora/src/app/deposits/fixed-deposits/edit-fixed-deposit-account/edit-fixed-deposit-account.component.ts
T
niteshandClaude Sonnet 5 e58fd3c79a
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feat(deposits): sync linked account with maturity terms, add deposit certificate printing
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>
2026-08-20 11:05:25 +05:30

298 lines
13 KiB
TypeScript

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