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cbsnexora/src/app/current-accounts/current-account-view/general-tab/general-tab.component.html
T
keshavandClaude Opus 5.5 b6994c0b76 feat(rbi-reserve,savings): Form 1/Form 9 returns UI, branch-wise interest posting reports and summary
- Reports > Interest Posting Reports: per branch and product, generate/regenerate
  at any time, approve; branch column, HO-on-behalf marker, posted txn per account
- Reports > Interest Posting Summary (branch-wise) for the head office, with Excel export
- Day Close warns and disables Close Day while the branch's interest report is unapproved
- Savings product accounting: Interest On Savings (expense), Savings Interest Payable
  and Paid (liability rows, required)
- RBI Form 1 statutory and Form 9 return screens, reserve config updates
- Interest posting report GETs exempted from the response cache

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
2026-10-01 13:20:01 +05:30

321 lines
15 KiB
HTML

<!--
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/.
-->
@if (isLoading) {
<div class="loader">
<div class="loading"></div>
</div>
}
@if (!isLoading) {
<div class="gt-grid">
<!-- ─── LEFT COLUMN ──────────────────────────────────────────── -->
<div class="gt-col">
<!-- Current Account Details -->
<section class="nx-card">
<header class="nx-card__head">
<fa-icon icon="info-circle" class="nx-card__ico"></fa-icon>
<h3 class="nx-card__title">{{ 'labels.heading.Current Account Details' | translate }}</h3>
</header>
<div class="nx-card__body">
@if (!currentAccountData.status.rejected && !currentAccountData.status.submittedAndPendingApproval) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.External Id' | translate }}</span>
<span class="nx-row__value">
@if (currentAccountData.externalId) {
<mifosx-external-identifier
externalId="{{ currentAccountData.externalId }}"
></mifosx-external-identifier>
} @else {
{{ 'labels.inputs.Not Provided' | translate }}
}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Activated On' | translate }}</span>
<span class="nx-row__value">
{{
currentAccountData.timeline.activatedOnDate
? (currentAccountData.timeline.activatedOnDate | dateFormat)
: 'Not Activated'
}}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Field Officer' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.fieldOfficerName ? currentAccountData.fieldOfficerName : 'Unassigned' }}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Currency' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.currency.name }}
<span class="nx-mono">[{{ currentAccountData.currency.code }}]</span>
</span>
</div>
<!-- A current account earns no interest, so no interest rate is shown here; OD interest is under Overdraft. -->
} @else {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Field Officer' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.fieldOfficerName ? currentAccountData.fieldOfficerName : 'Unassigned' }}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Balance' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{ currentAccountData.summary.accountBalance | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</span>
</div>
}
</div>
</section>
<!-- Performance History -->
@if (!currentAccountData.status.rejected && !currentAccountData.status.submittedAndPendingApproval) {
<section class="nx-card">
<header class="nx-card__head">
<fa-icon icon="chart-line" class="nx-card__ico"></fa-icon>
<h3 class="nx-card__title">{{ 'labels.heading.Performance History' | translate }}</h3>
</header>
<div class="nx-card__body">
@if (currentAccountData.summary.totalDeposits) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Total Deposits' | translate }}</span>
<span class="nx-row__value nx-row__value--amount nx-row__value--positive">
{{ currentAccountData.summary.totalDeposits | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</span>
</div>
}
@if (currentAccountData.summary.totalWithdrawals) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span>
<span class="nx-row__value nx-row__value--amount nx-row__value--negative">
{{
currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (!currentAccountData.summary.totalDeposits && !currentAccountData.summary.totalWithdrawals) {
<div class="nx-empty">
<fa-icon icon="inbox" class="nx-empty__ico"></fa-icon>
<span>No activity yet.</span>
</div>
}
</div>
</section>
}
</div>
<!-- ─── RIGHT COLUMN ─────────────────────────────────────────── -->
<div class="gt-col">
@if (isActive) {
<section class="nx-card">
<header class="nx-card__head">
<fa-icon icon="file-invoice" class="nx-card__ico"></fa-icon>
<h3 class="nx-card__title">{{ 'labels.heading.Account Summary' | translate }}</h3>
</header>
<div class="nx-card__body">
<!-- A current account earns no interest: no interest earned/posted rows. OD interest has its own card. -->
@if (currentAccountData.summary.totalWithdrawalFees) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Withdrawals Fees' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{
currentAccountData.summary.totalWithdrawalFees | currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (currentAccountData.summary.totalAnnualFees) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Annual Fees' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{ currentAccountData.summary.totalAnnualFees | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</span>
</div>
}
@if (currentAccountData.withdrawalFee) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Withdrawal Fee' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{ currentAccountData.withdrawalFee.amount | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</span>
</div>
}
@if (currentAccountData.lastActiveTransactionDate) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Last Active Transaction Date' | translate }}</span>
<span class="nx-row__value">{{ currentAccountData.lastActiveTransactionDate | dateFormat }}</span>
</div>
}
@if (!(currentAccountData.subStatus.id === 0)) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Substatus' | translate }}</span>
<span class="nx-row__value">{{ currentAccountData.subStatus.value }}</span>
</div>
}
@if (currentAccountData.daysToInactive) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Days to Inactive' | translate }}</span>
<span class="nx-row__value">{{ currentAccountData.daysToInactive }}</span>
</div>
}
@if (currentAccountData.daysToDormancy) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Days to Dormancy' | translate }}</span>
<span class="nx-row__value">{{ currentAccountData.daysToDormancy }}</span>
</div>
}
@if (currentAccountData.daysToEscheat) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Days to Escheat' | translate }}</span>
<span class="nx-row__value">{{ currentAccountData.daysToEscheat }}</span>
</div>
}
@if (currentAccountData.annualFee) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Annual Fee' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{ currentAccountData.annualFee.amount | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</span>
</div>
}
@if (currentAccountData.minRequiredBalance) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Minimum Required Balance' | translate }}</span>
<span class="nx-row__value">{{ currentAccountData.minRequiredBalance | formatNumber }}</span>
</div>
}
@if (currentAccountData.enforceMinRequiredBalance) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Enforce Minimum Required Balance' | translate }}</span>
<span class="nx-row__value">{{ currentAccountData.enforceMinRequiredBalance | yesNo }}</span>
</div>
}
@if (currentAccountData.onHoldFunds) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.On Hold Funds' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
<a *mifosxHasPermission="'READ_CURRENTACCOUNT'">
{{ currentAccountData.onHoldFunds | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</a>
</span>
</div>
}
</div>
</section>
<!-- Overdraft: the only interest on a current account is what the customer pays on an OD. -->
@if (currentAccountData.allowOverdraft) {
<section class="nx-card">
<header class="nx-card__head">
<fa-icon icon="hand-holding-usd" class="nx-card__ico"></fa-icon>
<h3 class="nx-card__title">Overdraft (OD)</h3>
</header>
<div class="nx-card__body">
<div class="nx-row">
<span class="nx-row__label">Maximum OD Limit (per product)</span>
<span class="nx-row__value nx-row__value--amount">
{{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</span>
</div>
@if (currentAccountData.nominalAnnualInterestRateOverdraft) {
<div class="nx-row">
<span class="nx-row__label">OD Interest Rate</span>
<span class="nx-row__value">
{{ currentAccountData.nominalAnnualInterestRateOverdraft | formatNumber }} % p.a.
</span>
</div>
}
@if (currentAccountData.minOverdraftForInterestCalculation) {
<div class="nx-row">
<span class="nx-row__label">Minimum OD for Interest</span>
<span class="nx-row__value">
{{
currentAccountData.minOverdraftForInterestCalculation
| currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
<div class="nx-row">
<span class="nx-row__label">OD Interest Posting</span>
<span class="nx-row__value">
{{ currentAccountData.interestPostingPeriodType?.value | translateKey: 'catalogs' }}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.interestCalculationDaysInYearType?.value | translateKey: 'catalogs' }}
</span>
</div>
@if (currentAccountData.validForPeriod) {
<div class="nx-row">
<span class="nx-row__label">Sanction Validity</span>
<span class="nx-row__value">{{ currentAccountData.validForPeriod }}</span>
</div>
}
<div class="nx-row">
<span class="nx-row__label">OD Interest Charged</span>
<span class="nx-row__value nx-row__value--amount">
{{
currentAccountData.summary.totalOverdraftInterestDerived || 0
| currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
</div>
</section>
}
} @else {
<section class="nx-card">
<header class="nx-card__head">
<fa-icon icon="file-invoice" class="nx-card__ico"></fa-icon>
<h3 class="nx-card__title">{{ 'labels.heading.Account Summary' | translate }}</h3>
</header>
<div class="nx-card__body">
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.External Id' | translate }}</span>
<span class="nx-row__value">
@if (currentAccountData.externalId) {
<mifosx-external-identifier
externalId="{{ currentAccountData.externalId }}"
></mifosx-external-identifier>
} @else {
{{ 'labels.inputs.Not Provided' | translate }}
}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Activated On' | translate }}</span>
<span class="nx-row__value">
{{
currentAccountData.timeline.activatedOnDate
? (currentAccountData.timeline.activatedOnDate | dateFormat)
: 'Not Activated'
}}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Currency' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.currency.name }}
<span class="nx-mono">[{{ currentAccountData.currency.code }}]</span>
</span>
</div>
</div>
</section>
}
</div>
</div>
}