Files
cbsnexora/src/app/fd-dashboard/fd-dashboard.component.ts
T
niteshandClaude Sonnet 5 865ad8ba88 feat(fd): add FD Dashboard -- maturity ladder + manual Renew action
New screen (Deposits menu, repurposing the dead "FD Maturity Report" shell button): every
active Fixed Deposit positioned against its own maturity date (Matured / Due Soon / Upcoming /
On Track), computed client-side from maturityDate so it can never drift out of step with the
account. Reads the new lean maturity-dashboard backend endpoint.

A matured, renewable row (no maturity instruction chosen at account-opening, or an explicit
Reinvest instruction still waiting on its product's grace period) gets a Renew action wired to
the account's own Payment dialog -- see the FD account-view commit for that side of it.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-24 16:01:43 +05:30

274 lines
9.4 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 { FormsModule } from '@angular/forms';
import { Router } from '@angular/router';
import { MatDialog } from '@angular/material/dialog';
/** Custom Modules */
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
/** Custom Services */
import { AccountsService } from '../accounts/accounts.service';
import { FixedDepositsService } from '../deposits/fixed-deposits/fixed-deposits.service';
import { toIsoDate } from 'app/core/utils/api-date';
/** Dashboard data + computation */
import {
FD_MATURITY_POLICY,
FD_MATURITY_STAGES,
FdMaturityRow,
FdMaturityStage,
FdMaturitySummary,
buildMaturityRow,
maturitySummary,
sortMaturityRows
} from './fd-dashboard.compute';
import { PaymentDialogComponent } from '../deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/payment-dialog/payment-dialog.component';
/**
* FD Dashboard: every active Fixed Deposit positioned against its own maturity date.
*
* Read-only and computed, the same way the re-KYC expiry worklist is: the ladder (Matured / Due
* Soon / Upcoming / On Track) is worked out here from `maturityDate`, not stored anywhere, so this
* screen can never drift out of step with the account -- it always says what today's date implies.
* Data comes from the same `/fixeddepositaccounts` list Accounts > Fixed Deposit already uses;
* nothing new was added on the backend for this.
*/
@Component({
selector: 'mifosx-fd-dashboard',
templateUrl: './fd-dashboard.component.html',
styleUrls: ['./fd-dashboard.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FormsModule,
FaIconComponent
]
})
export class FdDashboardComponent implements OnInit {
private accountsService = inject(AccountsService);
private fixedDepositsService = inject(FixedDepositsService);
private router = inject(Router);
private dialog = inject(MatDialog);
loading = false;
errorMessage = '';
rows: FdMaturityRow[] = [];
/** Renew action state -- the dialog itself owns submit-in-progress/error display; this just guards
* against opening a second dialog for the same row while one is already up. */
renewing: number | null = null;
/** Filters */
stageFilter: FdMaturityStage | '' = '';
search = '';
readonly policy = FD_MATURITY_POLICY;
readonly stageMeta = FD_MATURITY_STAGES;
/** ON_TRACK is reachable only by clicking its own tile -- the default view stays on what needs
* attention (matured or maturing soon), matching why this screen exists. */
readonly stageKeys: FdMaturityStage[] = [
'MATURED',
'DUE_SOON',
'UPCOMING',
'ON_TRACK'
];
ngOnInit(): void {
this.load();
}
/**
* Loads every active FD and re-derives the maturity ladder for each.
*
* Calls the dedicated maturity-dashboard endpoint (backend: FixedDepositMaturityDashboardApiResource),
* not the general Accounts > Fixed Deposit list endpoint -- that one's query is wide (six extra
* table joins for audit/currency/tax fields this screen never shows) and, until this feature
* added them, ran over unindexed columns. The dashboard endpoint already filters to ACTIVE FDs
* (deposit_type_enum/status_enum are fixed in its SQL, not a request parameter), so there's
* nothing to re-check client-side here.
*/
load(): void {
this.loading = true;
this.errorMessage = '';
const today = toIsoDate(new Date().toISOString());
this.accountsService.getFixedDepositMaturityDashboard().subscribe({
next: (res: any) => {
const items: any[] = Array.isArray(res) ? res : [];
const mapped = items
.map((a: any) => this.mapAccount(a))
.map((a) => buildMaturityRow(a, today))
.filter((r): r is FdMaturityRow => !!r);
this.rows = sortMaturityRows(mapped);
this.loading = false;
},
error: (err: any) => {
this.rows = [];
this.loading = false;
this.errorMessage =
err?.error?.defaultUserMessage || err?.error?.developerMessage || 'Could not load the FD maturity list.';
}
});
}
/** Maps one raw `/fixeddepositaccounts/maturity-dashboard` list item onto what the ladder needs. */
private mapAccount(a: any): {
id: number;
accountNo: string;
clientId?: number;
clientName?: string;
productName?: string;
savingsProductName?: string;
fdType?: string;
maturityDate: string;
depositAmount?: number;
maturityAmount?: number;
onClosureType?: number;
linkedAccountId?: number;
renewalGracePeriodDays?: number;
} {
return {
id: a?.id,
accountNo: a?.accountNo || '',
clientId: a?.clientId,
clientName: a?.clientName,
productName: a?.productName,
savingsProductName: a?.savingsProductName,
fdType: a?.fdType,
maturityDate: toIsoDate(a?.maturityDate),
depositAmount: a?.depositAmount,
maturityAmount: a?.maturityAmount,
onClosureType: a?.onClosureType,
linkedAccountId: a?.linkedAccountId,
renewalGracePeriodDays: a?.renewalGracePeriodDays
};
}
// ── Filtering ──────────────────────────────────────────────────────────────
get visibleRows(): FdMaturityRow[] {
const needle = this.search.trim().toLowerCase();
const stage = this.stageFilter;
return this.rows.filter((r) => {
if (stage) {
if (r.stage !== stage) {
return false;
}
} else if (r.stage === 'ON_TRACK') {
// No tile selected -- the default view is the worklist, not every active FD.
return false;
}
if (needle) {
const hay = `${r.accountNo} ${r.clientName}`.toLowerCase();
if (!hay.includes(needle)) {
return false;
}
}
return true;
});
}
get summary(): FdMaturitySummary {
return maturitySummary(this.rows);
}
resetFilters(): void {
this.stageFilter = '';
this.search = '';
}
toggleStage(stage: FdMaturityStage): void {
this.stageFilter = this.stageFilter === stage ? '' : stage;
}
// ── Navigation ─────────────────────────────────────────────────────────────
openAccount(row: FdMaturityRow): void {
if (!row.clientId) {
return;
}
this.router.navigate([
'/clients',
row.clientId,
'fixed-deposits-accounts',
row.id,
'general'
]);
}
// ── Renewal ────────────────────────────────────────────────────────────────
/** Renew is a single action on a matured, renewable row -- opens the same Payment dialog an account
* page's own Account Actions menu uses, scoped to just the Reinvest choices, with the closure date
* and gap-interest crediting decided from the grace window rather than picked here (see
* PaymentDialogComponent's `dashboardRenewal` mode). */
openRenewDialog(row: FdMaturityRow): void {
if (!row.renewable || this.renewing != null) {
return;
}
this.renewing = row.id;
this.dialog
.open(PaymentDialogComponent, {
width: '720px',
maxWidth: '95vw',
data: {
accountId: row.id,
accountBalance: row.maturityAmount,
maturityDate: row.maturityDate,
dashboardRenewal: { row }
}
})
.afterClosed()
.subscribe((result: { confirm: boolean } | undefined) => {
this.renewing = null;
if (result?.confirm) {
this.load();
}
});
}
// ── Presentation ───────────────────────────────────────────────────────────
stageClass(stage: FdMaturityStage): string {
return `fdd-stage fdd-stage--${FD_MATURITY_STAGES[stage].tone}`;
}
/** "12 days overdue" / "in 5 days" / "Matures today", as a branch officer would say it. */
maturityText(row: FdMaturityRow): string {
if (row.daysOverdue > 0) {
return `${row.daysOverdue} day${row.daysOverdue === 1 ? '' : 's'} overdue`;
}
if (row.daysRemaining === 0) {
return 'Matures today';
}
return `In ${row.daysRemaining} day${row.daysRemaining === 1 ? '' : 's'}`;
}
/** "Renewable — 6 of 9 grace days left" / "Grace period (9d) passed 3 days ago" / "Renewable" (no
* grace configured) -- the sub-label under a matured, renewable row's stage badge. */
graceStatusText(row: FdMaturityRow): string {
if (!row.renewalGracePeriodDays) {
return 'Renewable';
}
const grace = row.renewalGracePeriodDays;
if (row.withinGraceWindow) {
const daysLeft = grace - row.daysOverdue;
return `Renewable — ${daysLeft} of ${grace} grace day${grace === 1 ? '' : 's'} left`;
}
const daysPastGrace = row.daysOverdue - grace;
return `Grace period (${grace}d) passed ${daysPastGrace} day${daysPastGrace === 1 ? '' : 's'} ago`;
}
}