Files
cbsnexora/src/app/loans/loans-view/transactions-tab/transactions-tab.component.ts
T

524 lines
17 KiB
TypeScript

import { Component, OnInit, ViewChild } from '@angular/core';
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
import { UntypedFormControl, ReactiveFormsModule } from '@angular/forms';
import { MatPaginator } from '@angular/material/paginator';
import { MatSort } from '@angular/material/sort';
import {
MatTableDataSource,
MatTable,
MatColumnDef,
MatCellDef,
MatCell,
MatHeaderCellDef,
MatHeaderCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
} from '@angular/material/table';
import { Dates } from 'app/core/utils/dates';
import { LoansService } from 'app/loans/loans.service';
import { MatDialog } from '@angular/material/dialog';
import { SettingsService } from 'app/settings/settings.service';
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
import { TranslateService } from '@ngx-translate/core';
import { LoanTransaction } from 'app/products/loan-products/models/loan-account.model';
import { LoanTransactionType } from 'app/loans/models/loan-transaction-type.model';
import { FormfieldBase } from 'app/shared/form-dialog/formfield/model/formfield-base';
import { InputBase } from 'app/shared/form-dialog/formfield/model/input-base';
import { FormDialogComponent } from 'app/shared/form-dialog/form-dialog.component';
import { AlertService } from 'app/core/alert/alert.service';
import { DatepickerBase } from 'app/shared/form-dialog/formfield/model/datepicker-base';
import { NgIf, NgClass } from '@angular/common';
import { MatCheckbox } from '@angular/material/checkbox';
import { MatButton, MatIconButton } from '@angular/material/button';
import { ExternalIdentifierComponent } from '../../../shared/external-identifier/external-identifier.component';
import { MatMenuTrigger, MatMenu, MatMenuItem } from '@angular/material/menu';
import { MatIcon } from '@angular/material/icon';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { DateFormatPipe } from '../../../pipes/date-format.pipe';
import { FormatNumberPipe } from '../../../pipes/format-number.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@Component({
selector: 'mifosx-transactions-tab',
templateUrl: './transactions-tab.component.html',
styleUrls: ['./transactions-tab.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatCheckbox,
MatTable,
MatSort,
MatColumnDef,
MatCellDef,
MatCell,
NgClass,
ExternalIdentifierComponent,
MatIconButton,
MatMenuTrigger,
MatIcon,
MatMenu,
MatMenuItem,
FaIconComponent,
MatHeaderCellDef,
MatHeaderCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow,
MatPaginator,
DateFormatPipe,
FormatNumberPipe
]
})
export class TransactionsTabComponent implements OnInit {
/** Loan Details Data */
transactionsData: LoanTransaction[] = [];
loanDetailsData: any;
/** Form control to handle accural parameter */
hideAccrualsParam: UntypedFormControl;
hideReversedParam: UntypedFormControl;
/** Stores the status of the loan account */
status: string;
/** Columns to be displayed in original schedule table. */
displayedColumns: string[] = [
'row',
'id',
'office',
'externalId',
'date',
'transactionType',
'amount',
'principal',
'interest',
'fee',
'penalties',
'loanBalance',
'actions'
];
displayedHeader1Columns: string[] = [
'h1-row',
'h1-id',
'h1-office',
'h1-external-id',
'h1-transaction-date',
'h1-transaction-type',
'h1-space',
'h1-breakdown',
'h1-loan-balance',
'h1-actions'
];
displayedHeader2Columns: string[] = [
'h2-space',
'h2-amount',
'h2-principal',
'h2-interest',
'h2-fees',
'h2-penalties',
'h2-action'
];
dataSource: MatTableDataSource<any>;
@ViewChild(MatPaginator, { static: true }) paginator: MatPaginator;
@ViewChild(MatSort, { static: true }) sort: MatSort;
loanId: number;
/**
* Retrieves the loans with associations data from `resolve`.
* @param {ActivatedRoute} route Activated Route.
*/
constructor(
private route: ActivatedRoute,
private dateUtils: Dates,
private router: Router,
private dialog: MatDialog,
private loansService: LoansService,
private translateService: TranslateService,
private settingsService: SettingsService,
private alertService: AlertService
) {
this.route.parent.parent.data.subscribe((data: { loanDetailsData: any }) => {
this.loanDetailsData = data.loanDetailsData;
this.status = data.loanDetailsData.status.value;
});
this.loanId = this.route.parent.parent.snapshot.params['loanId'];
}
ngOnInit() {
this.transactionsData = this.loanDetailsData.transactions;
this.hideAccrualsParam = new UntypedFormControl(false);
this.hideReversedParam = new UntypedFormControl(false);
this.setLoanTransactions();
}
setLoanTransactions() {
this.transactionsData.forEach((element: any) => {
element.date = this.dateUtils.parseDate(element.date);
});
this.dataSource = new MatTableDataSource(this.transactionsData);
this.dataSource.paginator = this.paginator;
this.dataSource.sort = this.sort;
}
/**
* Checks Status of the loan account
*/
checkStatus() {
if (
this.status === 'Active' ||
this.status === 'Closed (obligations met)' ||
this.status === 'Overpaid' ||
this.status === 'Closed (rescheduled)' ||
this.status === 'Closed (written off)'
) {
return true;
}
return false;
}
hideAccruals() {
this.filterTransactions(this.hideReversedParam.value, this.hideAccrualsParam.value);
}
hideReversed() {
this.filterTransactions(this.hideReversedParam.value, this.hideAccrualsParam.value);
}
filterTransactions(hideReversed: boolean, hideAccrual: boolean): void {
let transactions: LoanTransaction[] = this.transactionsData;
if (hideAccrual || hideReversed) {
transactions = this.transactionsData.filter((t: LoanTransaction) => {
return (
!(hideReversed && t.manuallyReversed) &&
!(hideAccrual && (t.type.accrual || t.type.capitalizedIncomeAmortization))
);
});
}
this.dataSource = new MatTableDataSource(transactions);
this.dataSource.paginator = this.paginator;
this.dataSource.sort = this.sort;
}
applyFilter(filterValue: string = '') {
this.dataSource.filter = filterValue.trim().toLowerCase();
}
removeItem(arr: any, item: any) {
return arr.filter((f: any) => f !== item);
}
/**
* Show Transactions Details
* @param transactionsData Transactions Data
*/
showTransactions(transactionsData: LoanTransaction) {
if (this.showTransaction(transactionsData)) {
this.router.navigate([transactionsData.id], { relativeTo: this.route });
}
}
/**
* Show Transaction Details
* @param transactionsData Transaction Data
* DISBURSEMENT:1
* REPAYMENT:2
* WAIVE_INTEREST:4
* WAIVE_CHARGES:9
* ACCRUAL:10
* REFUND:16
* CHARGE_PAYMENT:17
* REFUND_FOR_ACTIVE_LOAN:18
* INCOME_POSTING: 19
* CREDIT_BALANCE_REFUND:20
* MERCHANT_ISSUED_REFUND:21
* PAYOUT_REFUND:22
* GOODWILL_CREDIT:23
* CHARGE_REFUND:24
* CHARGEBACK:25
* CHARGE_ADJUSTMENT:26
* CHARGE_OFF:27
* DOWN_PAYMENT:28
* REAGE:29
* REAMORTIZE:30
* INTEREST REFUND:33
* CAPITALIZED INCOME:35
* CAPITALIZED INCOME ADJUSTMENT:37
* CONTRACT_TERMINATION:38
*/
showTransaction(transactionsData: LoanTransaction): boolean {
return [
1,
2,
4,
9,
20,
21,
22,
23,
26,
28,
29,
30,
31,
33,
35,
37,
38
].includes(transactionsData.type.id);
}
allowUndoTransaction(transaction: LoanTransaction) {
if (transaction.manuallyReversed) {
return false;
}
return !(
transaction.type.disbursement ||
transaction.type.chargeoff ||
this.isReAgoeOrReAmortize(transaction.type) ||
transaction.type.interestRefund ||
transaction.type.contractTermination
);
}
loanTransactionColor(transaction: LoanTransaction): string {
if (transaction.manuallyReversed) {
return 'strike';
}
if (transaction.transactionRelations && transaction.transactionRelations.length > 0) {
return 'linked';
}
if (this.isAccrual(transaction.type) || this.isCapitalizedIncomeAmortization(transaction.type)) {
return 'accrual';
}
if (this.isChargeOff(transaction.type)) {
return 'chargeoff';
}
if (this.isDownPayment(transaction.type)) {
return 'down-payment';
}
if (this.isReAge(transaction.type)) {
return 'reage';
}
if (this.isReAmortize(transaction.type)) {
return 'reamortize';
}
return '';
}
/**
* Stops the propagation to view pages.
* @param $event Mouse Event
*/
routeEdit($event: MouseEvent) {
$event.stopPropagation();
}
/**
* Stops the propagation to view pages.
* @param $event Mouse Event
*/
undoTransaction(transaction: LoanTransaction, $event: MouseEvent) {
$event.stopPropagation();
const locale = this.settingsService.language.code;
const dateFormat = this.settingsService.dateFormat;
const loanId = this.route.parent.parent.snapshot.params['loanId'];
let command = 'undo';
let operationDate = this.dateUtils.parseDate(transaction.date);
let payload = {};
if (this.isChargeOff(transaction.type)) {
command = 'undo-charge-off';
operationDate = this.settingsService.businessDate;
payload = {};
} else {
payload = {
transactionDate: this.dateUtils.formatDate(operationDate && new Date(operationDate), dateFormat),
transactionAmount: 0,
dateFormat,
locale
};
}
const undoTransactionAccountDialogRef = this.dialog.open(ConfirmationDialogComponent, {
data: {
heading: this.translateService.instant('labels.heading.Undo Transaction'),
dialogContext:
this.translateService.instant('labels.dialogContext.Are you sure you want undo the transaction type') +
`${transaction.type.value}` +
this.translateService.instant('labels.dialogContext.with id') +
`${transaction.id}`
}
});
undoTransactionAccountDialogRef.afterClosed().subscribe((response: { confirm: any }) => {
if (response.confirm) {
let transactionId = transaction.id;
if (this.isChargeOff(transaction.type)) {
transactionId = null;
}
this.loansService
.executeLoansAccountTransactionsCommand(loanId, command, payload, transactionId)
.subscribe((responseCmd: any) => {
transaction.manuallyReversed = true;
this.reload();
});
}
});
}
undoReAgeOrReAmortize(transaction: LoanTransaction): void {
const actionName = transaction.type.reAmortize ? 'Re-Amortize' : 'Re-Age';
const undoTransactionAccountDialogRef = this.dialog.open(ConfirmationDialogComponent, {
data: {
heading: this.translateService.instant('labels.heading.Undo Transaction'),
dialogContext:
this.translateService.instant('labels.dialogContext.Are you sure you want undo the transaction type') +
' ' +
this.translateService.instant('labels.menus.' + actionName)
}
});
undoTransactionAccountDialogRef.afterClosed().subscribe((response: any) => {
if (response.confirm) {
const undoCommand = actionName === 'Re-Age' ? 'undoReAge' : 'undoReAmortize';
this.loansService.executeLoansAccountTransactionsCommand(String(this.loanId), undoCommand, {}).subscribe(() => {
this.reload();
});
}
});
}
private isAccrual(transactionType: LoanTransactionType): boolean {
return transactionType.accrual || transactionType.code === 'loanTransactionType.overdueCharge';
}
private isChargeOff(transactionType: LoanTransactionType): boolean {
return transactionType.chargeoff || transactionType.code === 'loanTransactionType.chargeOff';
}
private isDownPayment(transactionType: LoanTransactionType): boolean {
return transactionType.downPayment || transactionType.code === 'loanTransactionType.downPayment';
}
private isReAge(transactionType: LoanTransactionType): boolean {
return transactionType.reAge || transactionType.code === 'loanTransactionType.reAge';
}
private isReAmortize(transactionType: LoanTransactionType): boolean {
return transactionType.reAmortize || transactionType.code === 'loanTransactionType.reAmortize';
}
private isCapitalizedIncome(transactionType: LoanTransactionType): boolean {
return transactionType.capitalizedIncome || transactionType.code === 'loanTransactionType.capitalizedIncome';
}
private isCapitalizedIncomeAmortization(transactionType: LoanTransactionType): boolean {
return (
transactionType.capitalizedIncomeAmortization ||
transactionType.code === 'loanTransactionType.capitalizedIncomeAmortization'
);
}
private isReAgoeOrReAmortize(transactionType: LoanTransactionType): boolean {
return this.isReAmortize(transactionType) || this.isReAge(transactionType);
}
viewJournalEntry(transactionType: LoanTransactionType): boolean {
return !(this.isReAmortize(transactionType) || this.isReAge(transactionType));
}
private reload() {
const clientId = this.route.parent.parent.snapshot.params['clientId'];
const url: string = this.router.url;
this.router.navigateByUrl(`/clients`, { skipLocationChange: true }).then(() => this.router.navigate([url]));
}
displaySubMenu(transaction: LoanTransaction): boolean {
if (this.isReAgoeOrReAmortize(transaction.type) && transaction.manuallyReversed) {
return false;
}
return true;
}
capitalizedIncomeAdjustmentTransaction(transaction: LoanTransaction) {
const accountId = `${this.loanId}`;
this.loansService
.getLoanTransactionActionTemplate(accountId, 'capitalizedIncomeAdjustment', `${transaction.id}`)
.subscribe((response: any) => {
const transactionDate = response.date || transaction.date;
if (response.amount == 0) {
this.displayAlertMessage('Capitalized Income amount adjusted already adjusted', transaction.amount);
} else {
const transactionAmount = response.amount || transaction.amount;
const formfields: FormfieldBase[] = [
new DatepickerBase({
controlName: 'transactionDate',
label: 'Date',
value: this.dateUtils.parseDate(transactionDate),
type: 'datetime-local',
required: true,
minDate: this.dateUtils.parseDate(transaction.date),
order: 1
}),
new InputBase({
controlName: 'amount',
label: 'Amount',
value: transactionAmount,
type: 'number',
required: true,
max: transactionAmount,
min: 0.001,
order: 2
})
];
const data = {
title: `Adjustment ${transaction.type.value} Transaction`,
layout: { addButtonText: 'Adjustment' },
formfields: formfields
};
const chargebackDialogRef = this.dialog.open(FormDialogComponent, { data });
chargebackDialogRef.afterClosed().subscribe((response: { data: any }) => {
if (response.data) {
const dateFormat = this.settingsService.dateFormat;
if (response.data.value.amount <= transactionAmount) {
const locale = this.settingsService.language.code;
const payload = {
transactionDate: this.dateUtils.formatDate(response.data.value.transactionDate, dateFormat),
transactionAmount: response.data.value.amount,
locale,
dateFormat
};
this.loansService
.executeLoansAccountTransactionsCommand(
accountId,
'capitalizedIncomeAdjustment',
payload,
transaction.id
)
.subscribe(() => {
this.reload();
});
} else {
this.displayAlertMessage(
'Capitalized Income Adjustment amount must be lower or equal to',
transactionAmount
);
}
}
});
}
});
}
private displayAlertMessage(label: string, amount: number): void {
let message: string = this.translateService.instant('errors.' + label);
if (amount) {
message = message + ': ' + amount;
}
this.alertService.alert({
type: 'BusinessRule',
message: message
});
}
}