533 lines
22 KiB
HTML
533 lines
22 KiB
HTML
<!--
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Copyright since 2025 Mifos Initiative
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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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<div class="org-container">
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<!-- Page header -->
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<div class="org-header">
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<div class="org-header__icon">
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<i class="fas fa-sitemap"></i>
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</div>
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<div>
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<h1 class="org-header__title">{{ 'labels.heading.Organization' | translate }}</h1>
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<p class="org-header__sub">Manage offices, employees, currencies and other organizational settings</p>
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</div>
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</div>
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<!-- Card Grid -->
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<div class="org-grid">
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<!-- Manage Offices -->
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<div #office>
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<a class="org-card" [routerLink]="['offices']" *mifosxHasPermission="'READ_OFFICE'">
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<div class="org-card__icon org-card__icon--blue">
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<i class="fas fa-building"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Manage Offices' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Add new office or modify or deactivate office' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Bank Profile -->
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<div #institutionProfile>
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<a class="org-card" [routerLink]="['institution-profile']" *mifosxHasPermission="'READ_INSTITUTIONPROFILE'">
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<div class="org-card__icon org-card__icon--blue">
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<i class="fas fa-university"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">Bank Profile</h3>
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<p class="org-card__desc">Bank name, legal name, code, registration and contact details</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Branch Profile -->
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<div #branchProfile>
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<a class="org-card" [routerLink]="['branch-profile']" *mifosxHasPermission="'READ_BRANCHPROFILE'">
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<div class="org-card__icon org-card__icon--blue">
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<i class="fas fa-code-branch"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">Branch Profile</h3>
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<p class="org-card__desc">Branch code, address, contact, type and working hours per office</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Clearing GL Configuration -->
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<div #clearingGlConfig>
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<a class="org-card" [routerLink]="['clearing-gl-config']" *mifosxHasPermission="'READ_CLEARINGGLCONFIG'">
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<div class="org-card__icon org-card__icon--amber">
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<i class="fas fa-exchange-alt"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">Clearing GL Configuration</h3>
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<p class="org-card__desc">Map CTS, NACH and RTGS clearing roles to their GL accounts</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- RBI Reserve Configuration -->
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<div #rbiReserveConfig>
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<a class="org-card" [routerLink]="['rbi-reserve-config']" *mifosxHasPermission="'READ_RBIRESERVECONFIG'">
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<div class="org-card__icon org-card__icon--amber">
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<i class="fas fa-percent"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">RBI Reserve Configuration</h3>
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<p class="org-card__desc">CRR and SLR rates, and the GL accounts behind Form 1 and Form 9</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- TDS Configuration -->
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<div>
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<a class="org-card" [routerLink]="['tds-config']" *mifosxHasPermission="'READ_TDSCONFIG'">
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<div class="org-card__icon org-card__icon--amber">
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<i class="fas fa-receipt"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">TDS Configuration</h3>
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<p class="org-card__desc">TDS thresholds and rates per financial year, and the TDS payable GL</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- OSS 1 GL Configuration -->
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<div #oss1GlConfig>
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<a class="org-card" [routerLink]="['oss1-gl-config']" *mifosxHasPermission="'READ_RBIRESERVECONFIG'">
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<div class="org-card__icon org-card__icon--amber">
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<i class="fas fa-scale-balanced"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">OSS 1 GL Configuration</h3>
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<p class="org-card__desc">
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GL accounts behind OSS 1 — Return on Assets and Liabilities, read as closing balances
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</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- OSS 2 GL Configuration -->
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<div #oss2GlConfig>
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<a class="org-card" [routerLink]="['oss2-gl-config']" *mifosxHasPermission="'READ_RBIRESERVECONFIG'">
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<div class="org-card__icon org-card__icon--amber">
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<i class="fas fa-chart-line"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">OSS 2 GL Configuration</h3>
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<p class="org-card__desc">GL accounts behind OSS 2 — Return on Earnings, read as quarterly movement</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Currency Configuration -->
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<div #addEditCurrency>
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<a class="org-card" [routerLink]="['currencies']" *mifosxHasPermission="'READ_CURRENCY'">
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<div class="org-card__icon org-card__icon--amber">
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<i class="fas fa-cogs"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Currency Configuration' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Currencies available across organization' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Manage Holidays (opens unified Bank Calendar UI) -->
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<div #holidays>
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<a class="org-card" [routerLink]="['/bank-calendar']" *mifosxHasPermission="'READ_HOLIDAY'">
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<div class="org-card__icon org-card__icon--green">
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<i class="fas fa-calendar-alt"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Manage Holidays' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Define holidays for office' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Manage Funds -->
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<div #manageFunds>
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<a class="org-card" [routerLink]="['manage-funds']" *mifosxHasPermission="'READ_FUND'">
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<div class="org-card__icon org-card__icon--emerald">
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<i class="fas fa-money-bill-alt"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Manage Funds' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Funds are associated with loans' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Manage Employees -->
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<div #employee>
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<a class="org-card" [routerLink]="['employees']" *mifosxHasPermission="'READ_STAFF'">
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<div class="org-card__icon org-card__icon--purple">
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<i class="fas fa-user"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Manage Employees' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Employee represents loan officers' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Manage Loan Originators -->
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<div #manageLoanOriginators>
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<a class="org-card" [routerLink]="['manage-loan-originators']" *mifosxHasPermission="'READ_LOAN_ORIGINATOR'">
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<div class="org-card__icon org-card__icon--indigo">
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<i class="fas fa-edit"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Manage Loan Originators' | translate }}</h3>
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<p class="org-card__desc">
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{{ 'labels.text.Loan Originators are associated with loan accounts' | translate }}
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</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Standing Instructions History -->
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<div #standinginstructions>
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<a
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class="org-card"
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[routerLink]="['standing-instructions-history']"
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*mifosxHasPermission="'READ_STANDINGINSTRUCTION'"
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>
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<div class="org-card__icon org-card__icon--slate">
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<i class="fas fa-book"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Standing Instructions History' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.View logged history' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Bulk Loan Reassignment -->
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<div #bulkloan>
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<a class="org-card" [routerLink]="['bulkloan']" *mifosxHasPermission="'BULKREASSIGN_LOAN'">
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<div class="org-card__icon org-card__icon--orange">
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<i class="fas fa-money-bill-alt"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Bulk Loan Reassignment' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Easy way to reassign all the loan' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Investors -->
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<div #investor>
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<a class="org-card" [routerLink]="['investors']" *mifosxHasPermission="'READ_OFFICE'">
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<div class="org-card__icon org-card__icon--teal">
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<i class="fas fa-user-tie"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.text.Investors' | translate }}</h3>
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<p class="org-card__desc">
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{{ 'labels.text.View the loan account details associated with the investors' | translate }}
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</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Teller / Cashier Management -->
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<div #tellers>
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<a class="org-card" [routerLink]="['tellers']" *mifosxHasPermission="'READ_TELLER'">
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<div class="org-card__icon org-card__icon--cyan">
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<i class="fas fa-cash-register"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Teller / Cashier Management' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Manage Tellers / Cashiers' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Fund Mapping -->
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<div #fundmapping>
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<a class="org-card" [routerLink]="['fund-mapping']" *mifosxHasPermission="'READ_OFFICE'">
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<div class="org-card__icon org-card__icon--rose">
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<i class="fas fa-money-bill-alt"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Fund Mapping' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Bulk entry screen for mapping' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Working Days -->
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<div #workingDays>
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<a class="org-card" [routerLink]="['working-days']" *mifosxHasPermission="'READ_WORKINGDAYS'">
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<div class="org-card__icon org-card__icon--green">
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<i class="fas fa-calendar-alt"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Working Days' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Working days and configure behaviour of payments' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Password Preferences -->
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<div #passwordpreferences>
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<a
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class="org-card"
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[routerLink]="['password-preferences']"
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*mifosxHasPermission="'READ_PASSWORD_VALIDATION_POLICY'"
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>
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<div class="org-card__icon org-card__icon--red">
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<i class="fas fa-lock"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Password Preferences' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.The usage of stronger passwords' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Payment Type -->
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<div #paymenttypes>
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<a class="org-card" [routerLink]="['payment-types']" *mifosxHasPermission="'READ_PAYMENTTYPE'">
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<div class="org-card__icon org-card__icon--emerald">
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<i class="fas fa-dollar-sign"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Payment Type' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Manage payment types' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Sponsor Banks -->
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<div>
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<a class="org-card" [routerLink]="['sponsor-banks']">
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<div class="org-card__icon org-card__icon--emerald">
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<i class="fas fa-university"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">Sponsor Banks</h3>
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<p class="org-card__desc">Manage banks on whose behalf demand drafts are issued</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Sponsor DD GST / GL Settings -->
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<div>
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<a class="org-card" (click)="openGstGlSettings()">
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<div class="org-card__icon org-card__icon--emerald">
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<i class="fas fa-percentage"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">Sponsor DD GST / GL Settings</h3>
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<p class="org-card__desc">Set the GST rate charged on DD issuance commission, and its GL account</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Loan Provisioning Criteria -->
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<div #provisioning>
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<a class="org-card" [routerLink]="['provisioning-criteria']" *mifosxHasPermission="'VIEW_PROVISIONS'">
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<div class="org-card__icon org-card__icon--indigo">
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<i class="fas fa-edit"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Loan Provisioning Criteria' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Loan Provisioning Criteria Organization' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- SMS Campaigns -->
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<div #smscampaigns>
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<a class="org-card" [routerLink]="['sms-campaigns']" *mifosxHasPermission="'VIEW_SMSCAMPAIGNS'">
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<div class="org-card__icon org-card__icon--purple">
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<i class="fas fa-envelope"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.SMS Campaigns' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Define SMS Campaigns for Organization' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- Entity Data Table Checks -->
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<div #entitydatatable>
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<a
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class="org-card"
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[routerLink]="['entity-data-table-checks']"
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*mifosxHasPermission="'READ_ENTITY_DATATABLE_CHECK'"
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>
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<div class="org-card__icon org-card__icon--slate">
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<i class="fas fa-check"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.Entity Data Table Checks' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Entity Data Table Checks Organization' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
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<!-- AdHocQuery -->
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<div #adhocquery>
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<a class="org-card" [routerLink]="['adhoc-query']" *mifosxHasPermission="'VIEW_ADHOC'">
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<div class="org-card__icon org-card__icon--amber">
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<i class="fas fa-chevron-right"></i>
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</div>
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<div class="org-card__body">
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<h3 class="org-card__title">{{ 'labels.heading.AdHocQuery' | translate }}</h3>
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<p class="org-card__desc">{{ 'labels.text.Define AdHocQuery for Organization' | translate }}</p>
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</div>
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<i class="fas fa-chevron-right org-card__arrow"></i>
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</a>
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</div>
|
|
|
|
<!-- Bulk Import -->
|
|
<div #bulkimport>
|
|
<a class="org-card" [routerLink]="['bulk-import']" *mifosxHasPermission="'VIEW_BULKIMPORT'">
|
|
<div class="org-card__icon org-card__icon--blue">
|
|
<i class="fas fa-upload"></i>
|
|
</div>
|
|
<div class="org-card__body">
|
|
<h3 class="org-card__title">{{ 'labels.heading.Bulk Import' | translate }}</h3>
|
|
<p class="org-card__desc">
|
|
{{ 'labels.text.Bulk data import using excel spreadsheet templates' | translate }}
|
|
</p>
|
|
</div>
|
|
<i class="fas fa-chevron-right org-card__arrow"></i>
|
|
</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Configuration Wizard Templates (unchanged) -->
|
|
<ng-template #templateOffice let-popover="popover">
|
|
<h2>{{ 'labels.heading.Manage Offices' | translate }}</h2>
|
|
<p class="mw300">{{ 'labels.text.Manage Offices page allows you to create, edit' | translate }}</p>
|
|
<div class="layout-row align-end gap-2px responsive-column">
|
|
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
|
{{ 'labels.buttons.Close' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); previousStepOffice()">
|
|
{{ 'labels.buttons.Back' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); nextStepOffice()">
|
|
{{ 'labels.buttons.Next' | translate }}
|
|
</button>
|
|
</div>
|
|
</ng-template>
|
|
|
|
<ng-template #templateAddEditCurrency let-popover="popover">
|
|
<h2>{{ 'labels.heading.Currency Configuration' | translate }}</h2>
|
|
<p class="mw300">{{ 'labels.text.Define what currencies interactions within the Mifos X system' | translate }}</p>
|
|
<div class="layout-row align-end gap-2px responsive-column">
|
|
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
|
{{ 'labels.buttons.Close' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); previousStepAddEditCurrency()">
|
|
{{ 'labels.buttons.Back' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); nextStepAddEditCurrency()">
|
|
{{ 'labels.buttons.Next' | translate }}
|
|
</button>
|
|
</div>
|
|
</ng-template>
|
|
|
|
<ng-template #templateHolidays let-popover="popover">
|
|
<h2>{{ 'labels.heading.Manage Holidays' | translate }}</h2>
|
|
<p class="mw300">{{ 'labels.text.Ability to manage holidays for individual offices' | translate }}</p>
|
|
<div class="layout-row align-end gap-2px responsive-column">
|
|
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
|
{{ 'labels.buttons.Close' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); previousStepHolidays()">
|
|
{{ 'labels.buttons.Back' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); nextStepHolidays()">
|
|
{{ 'labels.buttons.Next' | translate }}
|
|
</button>
|
|
</div>
|
|
</ng-template>
|
|
|
|
<ng-template #templateEmployee let-popover="popover">
|
|
<h2>{{ 'labels.heading.Manage Employees' | translate }}</h2>
|
|
<p class="mw300">{{ 'labels.text.View, edit and delete employees of your organization' | translate }}</p>
|
|
<div class="layout-row align-end gap-2px responsive-column">
|
|
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
|
{{ 'labels.buttons.Close' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); previousStepEmployee()">
|
|
{{ 'labels.buttons.Back' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); nextStepEmployee()">
|
|
{{ 'labels.buttons.Next' | translate }}
|
|
</button>
|
|
</div>
|
|
</ng-template>
|
|
|
|
<ng-template #templateWorkingDays let-popover="popover">
|
|
<h2>{{ 'labels.heading.Working Days' | translate }}</h2>
|
|
<p class="mw300">{{ 'labels.text.Working days page allows you to define which days' | translate }}</p>
|
|
<div class="layout-row align-end gap-2px responsive-column">
|
|
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
|
{{ 'labels.buttons.Close' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); previousStepWorkingDays()">
|
|
{{ 'labels.buttons.Back' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); nextStepWorkingDays()">
|
|
{{ 'labels.buttons.Next' | translate }}
|
|
</button>
|
|
</div>
|
|
</ng-template>
|
|
|
|
<ng-template #templateManageFunds let-popover="popover">
|
|
<h2>{{ 'labels.heading.Manage Funds' | translate }}</h2>
|
|
<p class="mw300">{{ 'labels.text.This allows you to manage funds associated with loans.' | translate }}</p>
|
|
<div class="layout-row align-end gap-2px responsive-column">
|
|
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
|
{{ 'labels.buttons.Close' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); previousStepManageFunds()">
|
|
{{ 'labels.buttons.Back' | translate }}
|
|
</button>
|
|
<button mat-raised-button color="primary" (click)="popover.close(); nextStepManageFunds()">
|
|
{{ 'labels.buttons.Next' | translate }}
|
|
</button>
|
|
</div>
|
|
</ng-template>
|