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cbsnexora/src/app/deposits/fixed-deposits/fixed-deposit-account-view/fixed-deposit-account-view.component.ts
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19 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, OnInit, inject } from '@angular/core';
import { ActivatedRoute, Router, RouterLinkActive, RouterLink, RouterOutlet } from '@angular/router';
import { MatDialog } from '@angular/material/dialog';
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
import { CalculateInterestDialogComponent } from './custom-dialogs/calculate-interest-dialog/calculate-interest-dialog.component';
import { PostInterestDialogComponent } from './custom-dialogs/post-interest-dialog/post-interest-dialog.component';
import { ToggleWithholdTaxDialogComponent } from './custom-dialogs/toggle-withhold-tax-dialog/toggle-withhold-tax-dialog.component';
import { PaymentDialogComponent } from './custom-dialogs/payment-dialog/payment-dialog.component';
import { PrematureCloseDialogComponent } from './custom-dialogs/premature-close-dialog/premature-close-dialog.component';
import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
/** Custom Button Config. */
import { FixedDepositsButtonsConfiguration } from './fixed-deposits-buttons.config';
/** Custom Services */
import { FixedDepositsService } from '../fixed-deposits.service';
import { SavingsService } from 'app/savings/savings.service';
import { AccountsService } from 'app/accounts/accounts.service';
import { Currency } from 'app/shared/models/general.model';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
import { AlertService } from 'app/core/alert/alert.service';
import { AuthenticationService } from '../../../core/authentication/authentication.service';
import { MatTooltip } from '@angular/material/tooltip';
import { NgClass, CurrencyPipe } from '@angular/common';
import { AccountNumberComponent } from '../../../shared/account-number/account-number.component';
import { LongTextComponent } from '../../../shared/long-text/long-text.component';
import { MatIconButton } from '@angular/material/button';
import { MatMenuTrigger, MatMenu, MatMenuItem } from '@angular/material/menu';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { MatTabNav, MatTabLink, MatTabNavPanel } from '@angular/material/tabs';
import { StatusLookupPipe } from '../../../pipes/status-lookup.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { DormancyAlertPanelComponent } from 'app/shared/dormancy-alert-panel/dormancy-alert-panel.component';
/**
* Fixed Deposits Account View Component
*/
@Component({
selector: 'mifosx-fixed-deposit-account-view',
templateUrl: './fixed-deposit-account-view.component.html',
styleUrls: ['./fixed-deposit-account-view.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatTooltip,
NgClass,
LongTextComponent,
AccountNumberComponent,
MatIconButton,
MatMenuTrigger,
FaIconComponent,
MatMenu,
MatMenuItem,
MatTabNav,
MatTabLink,
RouterLinkActive,
MatTabNavPanel,
RouterOutlet,
CurrencyPipe,
StatusLookupPipe,
DormancyAlertPanelComponent
]
})
export class FixedDepositAccountViewComponent implements OnInit {
private route = inject(ActivatedRoute);
private router = inject(Router);
private alertService = inject(AlertService);
private fixedDepositsService = inject(FixedDepositsService);
private savingsService = inject(SavingsService);
private accountsService = inject(AccountsService);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
private authenticationService = inject(AuthenticationService);
dialog = inject(MatDialog);
/** Fixed Deposits Account Data */
fixedDepositsAccountData: any;
/** Savings Data Tables */
savingsDatatables: any;
/** Button Configurations */
buttonConfig: FixedDepositsButtonsConfiguration;
/** Entity Type */
entityType: string;
currency: Currency;
showTransactions = false;
private readonly ACTION_KIND: Record<string, 'transact' | 'block' | 'interest' | 'admin' | 'danger'> = {
Deposit: 'transact',
Withdrawal: 'transact',
'Transfer Funds': 'transact',
'Calculate Interest': 'interest',
'Post Interest': 'interest',
'Enable Withhold Tax': 'interest',
'Disable Withhold Tax': 'interest',
Payment: 'transact',
'Premature Close': 'danger',
'Undo Activation': 'admin',
Close: 'danger',
'Modify Application': 'admin',
Approve: 'admin',
'Undo Approval': 'admin',
Activate: 'admin',
'Add Charge': 'admin',
'Apply Annual Fees': 'admin',
Reject: 'danger',
'Withdrawn by Client': 'danger',
Delete: 'danger',
Terminate: 'danger'
};
private readonly ACTION_ICON: Record<string, string> = {
Deposit: 'arrow-down',
Withdrawal: 'arrow-up',
'Transfer Funds': 'exchange-alt',
'Calculate Interest': 'calculator',
'Post Interest': 'percentage',
'Enable Withhold Tax': 'percentage',
'Disable Withhold Tax': 'percentage',
Payment: 'sync-alt',
'Premature Close': 'times-circle',
'Undo Activation': 'undo',
Close: 'times-circle',
'Modify Application': 'edit',
Approve: 'check-circle',
'Undo Approval': 'undo',
Activate: 'check',
'Add Charge': 'plus-circle',
'Apply Annual Fees': 'receipt',
Reject: 'ban',
'Withdrawn by Client': 'user-slash',
Delete: 'trash',
Terminate: 'times-circle'
};
kindOf(name: string): 'transact' | 'block' | 'interest' | 'admin' | 'danger' {
return this.ACTION_KIND[name] ?? 'admin';
}
iconOf(name: string, fallback?: string): string {
return this.ACTION_ICON[name] ?? fallback ?? 'circle';
}
hasKind(kind: 'transact' | 'block' | 'interest' | 'admin' | 'danger'): boolean {
const all = [
...(this.buttonConfig?.singleButtons ?? []),
...(this.buttonConfig?.options ?? [])
];
return all.some((item) => this.kindOf(item.name) === kind);
}
/**
* Fetches fixed deposits account data from `resolve`
* @param {ActivatedRoute} route Activated Route
* @param {Router} router Router
* @param {FixedDepositsService} fixedDepositsService Fixed Deposits Service
* @param {SavingsService} savingsService Savings Service
* @param {MatDialog} dialog Mat Dialog
*/
constructor() {
this.route.data.subscribe((data: { fixedDepositsAccountData: any; savingsDatatables: any }) => {
this.fixedDepositsAccountData = data.fixedDepositsAccountData;
this.savingsDatatables = data.savingsDatatables;
this.currency = this.fixedDepositsAccountData.currency;
const status: any = data.fixedDepositsAccountData.status;
this.showTransactions = status.id >= 300;
});
if (this.router.url.includes('clients')) {
this.entityType = 'Client';
} else if (this.router.url.includes('groups')) {
this.entityType = 'Group';
} else if (this.router.url.includes('centers')) {
this.entityType = 'Center';
}
}
ngOnInit() {
this.setConditionalButtons();
}
/**
* Adds options to button config. conditionaly.
*/
setConditionalButtons() {
const status = this.fixedDepositsAccountData.status.value;
this.buttonConfig = new FixedDepositsButtonsConfiguration(status);
if (this.fixedDepositsAccountData.taxGroup && status === 'Active') {
if (this.fixedDepositsAccountData.withHoldTax) {
this.buttonConfig.addOption({
name: 'Disable Withhold Tax'
});
} else {
this.buttonConfig.addOption({
name: 'Enable Withhold Tax'
});
}
}
if (!this.authenticationService.hasCashierRole()) {
this.buttonConfig.buttonsArray = this.buttonConfig.buttonsArray.filter(
(btn) => btn.name !== 'Deposit' && btn.name !== 'Withdrawal'
);
this.buttonConfig.optionArray = this.buttonConfig.optionArray.filter(
(opt) => opt.name !== 'Deposit' && opt.name !== 'Withdrawal'
);
}
}
/**
* Refetches data fot the component
* TODO: Replace by a custom reload component instead of hard-coded back-routing.
*/
reload() {
const clientId = this.fixedDepositsAccountData.clientId;
const url: string = this.router.url;
this.router
.navigateByUrl(`/clients/${clientId}/fixed-deposits-accounts`, { skipLocationChange: true })
.then(() => this.router.navigate([url]));
}
/**
* Performs action button/option action.
* @param {string} name action name.
*/
doAction(name: string) {
switch (name) {
case 'Approve':
case 'Reject':
case 'Activate':
case 'Close':
case 'Undo Approval':
case 'Undo Activation':
case 'Add Charge':
case 'Withdrawn by Client':
case 'Deposit':
case 'Withdrawal':
this.router.navigate([`actions/${name}`], { relativeTo: this.route });
break;
case 'Modify Application':
this.router.navigate(['edit'], { relativeTo: this.route });
break;
case 'Delete':
this.deleteFixedDepositsAccount();
break;
case 'Calculate Interest':
this.calculateInterest();
break;
case 'Post Interest':
this.postInterest();
break;
case 'Enable Withhold Tax':
this.enableWithHoldTax();
break;
case 'Disable Withhold Tax':
this.disableWithHoldTax();
break;
case 'Terminate':
this.terminateFixedDepositsAccount();
break;
case 'Payment':
this.openPaymentDialog();
break;
case 'Premature Close':
this.openPrematureCloseDialog();
break;
}
}
/**
* Opens the Payment action -- only offered once the FD has actually Matured (see
* FixedDepositsButtonsConfiguration), and the only place a Partial Reinvest can be done. Also the
* exact same dialog the FD Dashboard's Renew action opens (see fd-dashboard.component.ts's
* openRenewDialog), just without dashboardRenewal data, so its date picker stays visible.
*/
private openPaymentDialog(): void {
const paymentDialogRef = this.dialog.open(PaymentDialogComponent, {
width: '720px',
maxWidth: '95vw',
data: {
accountId: this.fixedDepositsAccountData.id,
// The server bounds a partial reinvest by the balance AFTER it posts interest to the chosen date,
// so the dialog needs both figures plus the maturity date to know which one that will be.
accountBalance: this.fixedDepositsAccountData.summary?.accountBalance,
maturityDate: this.fixedDepositsAccountData.maturityDate
}
});
paymentDialogRef.afterClosed().subscribe((response: any) => {
if (response?.confirm) {
this.reload();
}
});
}
/**
* The start date of the term currently running -- the last entry in renewalHistory, which is ordered
* oldest-first (see RenewalHistoryTabComponent). Falls back to the account's own activation date for
* an FD that has never been renewed (or whose renewalHistory hasn't loaded), which is the same date
* in that case anyway.
*/
private get currentTermStartDate(): any {
const history = this.fixedDepositsAccountData?.renewalHistory;
const latestTerm = Array.isArray(history) && history.length > 0 ? history[history.length - 1] : null;
return latestTerm?.activatedondate ?? this.fixedDepositsAccountData?.timeline?.activatedOnDate;
}
/**
* Opens the Premature Close action -- Active-only, no reinvest option, since the deposit hasn't
* matured yet.
*/
private openPrematureCloseDialog(): void {
const prematureCloseDialogRef = this.dialog.open(PrematureCloseDialogComponent, {
width: '720px',
maxWidth: '95vw',
data: {
accountId: this.fixedDepositsAccountData.id,
accountNo: this.fixedDepositsAccountData.fdAccountNumber || this.fixedDepositsAccountData.accountNo,
// calculatePrematureAmount only ever returns the final maturityAmount, not how it was reached --
// these come from the account's own data (already loaded for this page) so the dialog can show
// the breakdown (deposit, contracted rate, penalty, interest earned) behind that one number.
depositAmount: this.fixedDepositsAccountData.depositAmount,
nominalAnnualInterestRate: this.fixedDepositsAccountData.nominalAnnualInterestRate,
preClosurePenalApplicable: this.fixedDepositsAccountData.preClosurePenalApplicable,
preClosurePenalInterest: this.fixedDepositsAccountData.preClosurePenalInterest,
preClosurePenalInterestOnType: this.fixedDepositsAccountData.preClosurePenalInterestOnType,
// Gate which RBI-mandated waiver reasons the dialog offers -- these two are the product's own
// facility toggles (Deceased Settlement / No Penalty Nominee-Heir Closure), off by default, so
// a product that never enabled them shouldn't offer a reason implying it did.
deceasedSettlement: this.fixedDepositsAccountData.deceasedSettlement,
noPenaltyNomineeHeirClosure: this.fixedDepositsAccountData.noPenaltyNomineeHeirClosure,
// Tenure context (current term's start date, maturity date, current balance) so the dialog can
// show how far into THIS term the account is and how much is actually sitting in it today, not
// just the penalty-adjusted amount calculatePrematureAmount returns. Deliberately the current
// term's own start (see currentTermStartDate), not the account's original activation -- a
// renewed FD's interest/tenure runs from the renewal, and showing the original activation date
// here would make an account renewed days ago look like it has been running for months.
activatedOnDate: this.currentTermStartDate,
maturityDate: this.fixedDepositsAccountData.maturityDate,
currentBalance: this.fixedDepositsAccountData.summary?.accountBalance
}
});
prematureCloseDialogRef.afterClosed().subscribe((response: any) => {
if (response?.confirm) {
this.reload();
}
});
}
/**
* Deletes Fixed Deposits Account.
*/
private deleteFixedDepositsAccount() {
const deleteFixedDepositsAccountDialogRef = this.dialog.open(DeleteDialogComponent, {
data: { deleteContext: `fixed deposit account with id: ${this.fixedDepositsAccountData.id}` }
});
deleteFixedDepositsAccountDialogRef.afterClosed().subscribe((response: any) => {
if (response.delete) {
this.fixedDepositsService.deleteFixedDepositsAccount(this.fixedDepositsAccountData.id).subscribe(() => {
this.router.navigate(['../../'], { relativeTo: this.route });
});
}
});
}
private terminateFixedDepositsAccount() {
const terminateFixedDepositAccountDialogRef = this.dialog.open(ConfirmationDialogComponent, {
data: {
heading: 'Terminate Account',
dialogContext: 'Are you sure you want to terminate this account?',
type: 'Strong'
}
});
terminateFixedDepositAccountDialogRef.afterClosed().subscribe((response: any) => {
if (response && response.confirm) {
const locale = this.settingsService.language.code;
const dateFormat = this.settingsService.dateFormat;
const terminatedOnDate = this.dateUtils.formatDate(new Date(), dateFormat);
const data = {
accountType: 'FD',
terminatedOnDate,
dateFormat,
locale
};
this.accountsService.terminateAccount(this.fixedDepositsAccountData.id, data).subscribe(() => {
this.reload();
});
}
});
}
/**
* Calculates fixed deposit account's interest
*/
private calculateInterest() {
const calculateInterestAccountDialogRef = this.dialog.open(CalculateInterestDialogComponent);
calculateInterestAccountDialogRef.afterClosed().subscribe((response: any) => {
if (response.confirm) {
this.fixedDepositsService
.executeFixedDepositsAccountCommand(this.fixedDepositsAccountData.id, 'calculateInterest', {})
.subscribe(() => {
this.reload();
});
}
});
}
/**
* Posts fixed deposit account's interest
*/
private postInterest() {
const postInterestAccountDialogRef = this.dialog.open(PostInterestDialogComponent);
postInterestAccountDialogRef.afterClosed().subscribe((response: any) => {
if (response.confirm) {
this.fixedDepositsService
.executeFixedDepositsAccountCommand(this.fixedDepositsAccountData.id, 'postInterest', {})
.subscribe((commandResponse: any) => {
// Parked in the Checker Inbox rather than executed (HTTP 200 with
// rollbackTransaction: true), so the reload below shows no new interest posting.
if (commandResponse?.rollbackTransaction) {
this.alertService.alert({
type: 'Success',
message:
'Interest posting has been sent for checker approval. No interest is posted until a checker approves it.'
});
}
this.reload();
});
}
});
}
/**
* Enables withhold tax for fixed deposits account.
* Fixed deposits endpoint is not supported so using Savings endpoint.
*/
private enableWithHoldTax() {
const deleteSavingsAccountDialogRef = this.dialog.open(ToggleWithholdTaxDialogComponent, {
data: { isEnable: true }
});
deleteSavingsAccountDialogRef.afterClosed().subscribe((response: any) => {
if (response.confirm) {
this.savingsService
.executeSavingsAccountUpdateCommand(this.fixedDepositsAccountData.id, 'updateWithHoldTax', {
withHoldTax: true
})
.subscribe(() => {
this.reload();
});
}
});
}
/**
* Opens a printable deposit certificate for this account.
*/
printCertificate() {
this.dialog.open(DepositCertificateDialogComponent, {
width: '900px',
data: {
accountType: 'FD',
accountData: this.fixedDepositsAccountData,
clientId: this.fixedDepositsAccountData.clientId
}
});
}
/**
* Disables withhold tax for fixed deposits account
* Fixed deposits endpoint is not supported so using Savings endpoint.
*/
private disableWithHoldTax() {
const disableWithHoldTaxDialogRef = this.dialog.open(ToggleWithholdTaxDialogComponent, {
data: { isEnable: false }
});
disableWithHoldTaxDialogRef.afterClosed().subscribe((response: any) => {
if (response.confirm) {
this.savingsService
.executeSavingsAccountUpdateCommand(this.fixedDepositsAccountData.id, 'updateWithHoldTax', {
withHoldTax: false
})
.subscribe(() => {
this.reload();
});
}
});
}
}