niteshandClaude Sonnet 5
7b77166b19
- Add Balance Sheet report and disabled-features accounting config - Point menu-access tenant header and env.js/environment.ts tenant identifier at env config instead of hardcoded 'default'/'lincpay' literals - Surface the real backend error (not a generic "no reference id") when an OTP send fails in contact-otp-block - Fix branch-day "₹null" display bug (null vs undefined) and add a guard blocking a branch's first-ever day open before cash denomination migration - Dynamically size the denomination count input and block re-opening an already-open business day from Migrate Cash Denomination - Lock the denomination-managed cash GL row in Migrate Opening Balances (read-only, with a link back to Migrate Cash Denomination) - Remove duplicate Cancel/Submit action bars on the Share Product and Savings Account creation preview steps; align Previous into the same row - Hide "Apply Collection" on a share account once its advance collection is already settled (further purchases go through Apply Additional Shares) Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
615 lines
26 KiB
HTML
615 lines
26 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="preview-wrapper">
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<!-- ══ 1. Account Details ════════════════════════════════════════ -->
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<div class="preview-section">
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<div class="preview-section__header">
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<i class="fas fa-info-circle preview-section__icon"></i>
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<span class="preview-section__title">Account Details</span>
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</div>
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<div class="preview-body">
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<div class="preview-grid preview-grid--three">
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<div class="preview-field">
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<span class="preview-label">{{ 'labels.inputs.Product' | translate }}</span>
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<span class="preview-value">{{
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savingsAccount?.productId | find: savingsAccountTemplate?.productOptions : 'id' : 'name'
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}}</span>
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</div>
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<div class="preview-field">
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<span class="preview-label">{{ 'labels.inputs.Submitted On' | translate }}</span>
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<span class="preview-value">{{ savingsAccount?.submittedOnDate | dateFormat }}</span>
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</div>
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<div class="preview-field">
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<span class="preview-label">{{ 'labels.inputs.Field Officer' | translate }}</span>
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<span class="preview-value">{{
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savingsAccount?.fieldOfficerId
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| find: savingsAccountProductTemplate?.fieldOfficerOptions : 'id' : 'displayName'
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}}</span>
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</div>
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<div class="preview-field">
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<span class="preview-label">{{ 'labels.inputs.External Id' | translate }}</span>
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@if (savingsAccount?.externalId) {
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<span class="preview-value">
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<mifosx-external-identifier externalId="{{ savingsAccount.externalId }}"></mifosx-external-identifier>
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</span>
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} @else {
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<span class="preview-value preview-muted">Unassigned</span>
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}
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</div>
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</div>
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</div>
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</div>
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<!-- ══ 2. Product Classification ════════════════════════════════ -->
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@if (
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savingsAccountProductTemplate?.accountType ||
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savingsAccountProductTemplate?.customerSegment ||
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savingsAccountProductTemplate?.productCode ||
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savingsAccountProductTemplate?.previewAccountNo ||
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savingsAccountProductTemplate?.effectiveDate ||
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savingsAccountProductTemplate?.endDate
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) {
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<div class="preview-section">
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<div class="preview-section__header">
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<i class="fas fa-tags preview-section__icon"></i>
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<span class="preview-section__title">Product Classification</span>
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<span class="preview-section__badge">From Product</span>
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</div>
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<div class="preview-body">
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<div class="preview-grid preview-grid--three">
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@if (savingsAccount?.accountType || savingsAccountProductTemplate?.accountType) {
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<div class="preview-field">
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<span class="preview-label">Account Type</span>
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<span class="preview-value">{{
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savingsAccount?.accountType || savingsAccountProductTemplate?.accountType
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}}</span>
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</div>
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}
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@if (savingsAccount?.customerSegment || savingsAccountProductTemplate?.customerSegment) {
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<div class="preview-field">
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<span class="preview-label">Customer Segment</span>
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<span class="preview-value">{{
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savingsAccount?.customerSegment || savingsAccountProductTemplate?.customerSegment
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}}</span>
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</div>
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}
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@if (savingsAccountProductTemplate?.productCode) {
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<div class="preview-field">
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<span class="preview-label">Product Code</span>
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<span class="preview-value preview-mono">{{ savingsAccountProductTemplate?.productCode }}</span>
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</div>
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}
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<div class="preview-field">
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<span class="preview-label">Account No</span>
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<span class="preview-value preview-mono">{{
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savingsAccountProductTemplate?.previewAccountNo || savingsAccountTemplate?.accountNo || 'Auto-generated'
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}}</span>
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</div>
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@if (savingsAccountProductTemplate?.effectiveDate) {
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<div class="preview-field">
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<span class="preview-label">Effective Date</span>
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<span class="preview-value">{{ savingsAccountProductTemplate?.effectiveDate | dateFormat }}</span>
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</div>
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}
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@if (savingsAccountProductTemplate?.endDate) {
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<div class="preview-field">
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<span class="preview-label">End Date</span>
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<span class="preview-value">{{ savingsAccountProductTemplate?.endDate | dateFormat }}</span>
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</div>
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}
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<div class="preview-field">
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<span class="preview-label">Introducer Required</span>
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<span
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class="preview-value preview-badge"
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[class.preview-badge--yes]="savingsAccountProductTemplate?.introducerRequired"
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>
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{{ savingsAccountProductTemplate?.introducerRequired | yesNo }}
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</span>
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</div>
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<div class="preview-field">
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<span class="preview-label">Share Linking Enabled</span>
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<span
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class="preview-value preview-badge"
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[class.preview-badge--yes]="
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savingsAccount?.shareLinkingEnabled !== undefined
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? savingsAccount.shareLinkingEnabled
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: savingsAccountProductTemplate?.shareLinkingEnabled
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"
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>
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{{
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(savingsAccount?.shareLinkingEnabled !== undefined
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? savingsAccount.shareLinkingEnabled
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: savingsAccountProductTemplate?.shareLinkingEnabled
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) | yesNo
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}}
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</span>
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</div>
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</div>
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</div>
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</div>
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}
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<!-- ══ 3. Introducer Details (if selected) ══════════════════════ -->
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@if (savingsAccount?.introducerId) {
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<div class="preview-section">
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<div class="preview-section__header">
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<i class="fas fa-user-tie preview-section__icon"></i>
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<span class="preview-section__title">Introducer Details</span>
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</div>
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<div class="preview-body">
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<div class="preview-grid preview-grid--three">
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<div class="preview-field">
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<span class="preview-label">Name</span>
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<span class="preview-value">{{ savingsAccount?.introducerName || '—' }}</span>
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</div>
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@if (savingsAccount?.introducerCifNumber) {
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<div class="preview-field">
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<span class="preview-label">CIF No</span>
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<span class="preview-value preview-mono">{{ savingsAccount.introducerCifNumber }}</span>
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</div>
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}
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<div class="preview-field">
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<span class="preview-label">Client ID</span>
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<span class="preview-value preview-mono">{{ savingsAccount.introducerId }}</span>
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</div>
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</div>
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</div>
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</div>
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}
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<!-- ══ 4. Status of Account ════════════════════════════════════ -->
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@if (savingsAccount?.accountStatus) {
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<div class="preview-section">
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<div class="preview-section__header">
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<i class="fas fa-id-card preview-section__icon"></i>
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<span class="preview-section__title">Status of Account</span>
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<span class="preview-section__badge">RBI Guidelines</span>
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</div>
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<div class="preview-body">
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<!-- Status Tile -->
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<div class="preview-soa-status-row">
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<span class="preview-soa-tile">
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@switch (savingsAccount.accountStatus) {
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@case ('INDIVIDUAL_MALE') {
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<i class="fas fa-male"></i> Individual (Male)
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}
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@case ('INDIVIDUAL_FEMALE') {
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<i class="fas fa-female"></i> Individual (Female)
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}
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@case ('SINGLE') {
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<i class="fas fa-user-circle"></i> Single Account
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}
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@case ('JOINT') {
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<i class="fas fa-users"></i> Joint Account
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}
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@case ('MINOR') {
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<i class="fas fa-child"></i> Minor Account
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}
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@case ('SENIOR_CITIZEN') {
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<i class="fas fa-user-clock"></i> Senior Citizen
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}
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@default {
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{{ savingsAccount.accountStatus }}
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}
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}
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</span>
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</div>
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<!-- JOINT: Mode of Operation + Holders Table -->
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@if (savingsAccount.accountStatus === 'JOINT') {
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<div class="preview-grid preview-grid--three" style="margin-top: 12px">
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<div class="preview-field">
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<span class="preview-label">Mode of Operation</span>
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<span class="preview-value">
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@switch (savingsAccount.modeOfOperation) {
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@case ('EITHER_OR_SURVIVOR') {
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Either or Survivor
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}
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@case ('FORMER_OR_SURVIVOR') {
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Former or Survivor
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}
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@case ('JOINTLY') {
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Jointly
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}
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@case ('ANYONE_OR_SURVIVOR') {
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Anyone or Survivor
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}
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@default {
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{{ savingsAccount.modeOfOperation || '—' }}
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}
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}
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</span>
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</div>
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</div>
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@if (savingsAccount.jointHolders?.length) {
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<div class="preview-soa-table-wrap">
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<table class="preview-soa-tbl">
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<thead>
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<tr>
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<th class="preview-soa-th">Sr.</th>
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<th class="preview-soa-th">Holder Name</th>
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<th class="preview-soa-th">CIF No.</th>
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<th class="preview-soa-th">Ownership %</th>
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<th class="preview-soa-th">Signing</th>
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<th class="preview-soa-th">Role</th>
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</tr>
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</thead>
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<tbody>
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@for (holder of savingsAccount.jointHolders; track holder.clientId; let i = $index) {
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<tr [class.preview-soa-tr--primary]="holder.isPrimary">
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<td class="preview-soa-td">{{ i + 1 }}</td>
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<td class="preview-soa-td">
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{{ holder.displayName || '—' }}
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@if (holder.isPrimary) {
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<span class="preview-soa-primary-tag">Primary</span>
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}
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</td>
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<td class="preview-soa-td preview-mono">{{ holder.cifNumber || '—' }}</td>
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<td class="preview-soa-td">{{ holder.sharePercentage ?? '—' }}%</td>
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<td class="preview-soa-td">{{ holder.isMandatory ? 'Mandatory' : 'Optional' }}</td>
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<td class="preview-soa-td">{{ holder.isPrimary ? 'Primary Account Holder' : 'Co-Holder' }}</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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}
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}
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<!-- INDIVIDUAL_MALE: Special Category -->
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@if (savingsAccount.accountStatus === 'INDIVIDUAL_MALE' && savingsAccount.specialCategory) {
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<div class="preview-grid preview-grid--three" style="margin-top: 12px">
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<div class="preview-field">
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<span class="preview-label">Special Category</span>
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<span class="preview-value">
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@switch (savingsAccount.specialCategory) {
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@case ('DEFENCE') {
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Defence Personnel
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}
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@case ('EX_SERVICEMAN') {
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Ex-Serviceman
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}
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@case ('GOVT_EMPLOYEE') {
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Government Employee
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}
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@case ('PHYSICALLY_CHALLENGED') {
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Physically Challenged
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}
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@case ('NRI') {
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NRI (Non-Resident Indian)
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}
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@case ('NONE') {
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None / General
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}
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@default {
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{{ savingsAccount.specialCategory }}
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}
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}
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</span>
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</div>
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</div>
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}
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<!-- INDIVIDUAL_FEMALE: Weaker Section -->
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@if (savingsAccount.accountStatus === 'INDIVIDUAL_FEMALE' && savingsAccount.weakerSection) {
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<div class="preview-grid preview-grid--three" style="margin-top: 12px">
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<div class="preview-field">
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<span class="preview-label">Weaker Section</span>
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<span class="preview-value">
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@switch (savingsAccount.weakerSection) {
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@case ('BPL') {
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BPL (Below Poverty Line)
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}
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@case ('SC_ST') {
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SC / ST Category
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}
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@case ('MINORITY') {
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Minority Community
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}
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@case ('SHG') {
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Self Help Group Member
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}
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@case ('PMJDY') {
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PMJDY Beneficiary
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}
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@case ('NONE') {
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None / General
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}
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@default {
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{{ savingsAccount.weakerSection }}
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}
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}
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</span>
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</div>
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</div>
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}
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<!-- MINOR: Guardian Details -->
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@if (savingsAccount.accountStatus === 'MINOR') {
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<div class="preview-grid preview-grid--three" style="margin-top: 12px">
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@if (savingsAccount.guardianName) {
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<div class="preview-field">
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<span class="preview-label">Guardian Name</span>
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<span class="preview-value">{{ savingsAccount.guardianName }}</span>
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</div>
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}
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@if (savingsAccount.guardianCifNumber) {
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<div class="preview-field">
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<span class="preview-label">Guardian CIF</span>
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<span class="preview-value preview-mono">{{ savingsAccount.guardianCifNumber }}</span>
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</div>
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}
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@if (savingsAccount.guardianRelationship) {
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<div class="preview-field">
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<span class="preview-label">Relationship</span>
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<span class="preview-value">{{ savingsAccount.guardianRelationship }}</span>
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</div>
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}
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@if (savingsAccount.minorDateOfBirth) {
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<div class="preview-field">
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<span class="preview-label">Minor DOB</span>
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<span class="preview-value">{{ savingsAccount.minorDateOfBirth }}</span>
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</div>
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}
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</div>
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}
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</div>
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</div>
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}
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<!-- ══ 5. Currency & Account Flags ══════════════════════════════ -->
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<div class="preview-section">
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<div class="preview-section__header">
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<i class="fas fa-coins preview-section__icon"></i>
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<span class="preview-section__title">Currency & Account Flags</span>
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</div>
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<div class="preview-body">
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<div class="preview-grid preview-grid--three">
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<div class="preview-field">
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<span class="preview-label">Currency</span>
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<span class="preview-value">{{ currencyName }}</span>
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</div>
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<div class="preview-field">
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<span class="preview-label">Decimal Places</span>
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<span class="preview-value">{{ decimalPlaces }}</span>
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</div>
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<div class="preview-field">
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<span class="preview-label">Currency In Multiples Of</span>
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<span class="preview-value">{{ inMultiplesOf }}</span>
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</div>
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<div class="preview-field">
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<span class="preview-label">Dormancy Alert</span>
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<span
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class="preview-value preview-badge"
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[class.preview-badge--yes]="savingsAccountProductTemplate?.dormancyAlert"
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>
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{{ savingsAccountProductTemplate?.dormancyAlert | yesNo }}
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</span>
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</div>
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<div class="preview-field">
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<span class="preview-label">Nomination Facility</span>
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<span
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class="preview-value preview-badge"
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[class.preview-badge--yes]="savingsAccountProductTemplate?.nominationFacility"
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>
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{{ savingsAccountProductTemplate?.nominationFacility | yesNo }}
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</span>
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</div>
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</div>
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</div>
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</div>
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<!-- ══ 5. Dormancy Monitoring ════════════════════════════════════ -->
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@if (
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savingsAccountProductTemplate?.dormancyAlert || savingsAccountProductTemplate?.isDormancyTrackingActiveFromProduct
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) {
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<div class="preview-section">
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<div class="preview-section__header">
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<i class="fas fa-moon preview-section__icon"></i>
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<span class="preview-section__title">Dormancy Monitoring</span>
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<span
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class="preview-section__badge"
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[class.preview-section__badge--active]="savingsAccountProductTemplate?.isDormancyTrackingActiveFromProduct"
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>
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{{ savingsAccountProductTemplate?.isDormancyTrackingActiveFromProduct ? 'Active' : 'Inactive' }}
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</span>
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</div>
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<div class="preview-body">
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<div class="preview-dormancy-timeline">
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<div class="preview-dorm-step">
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<div class="preview-dorm-step__dot preview-dorm-step__dot--inactive"></div>
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<div class="preview-dorm-step__body">
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<span class="preview-dorm-step__label">Inactive</span>
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<span class="preview-dorm-step__days">
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@if (savingsAccountProductTemplate?.daysToInactiveFromProduct !== null) {
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After {{ savingsAccountProductTemplate.daysToInactiveFromProduct }} days of no transaction
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} @else {
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Not configured
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}
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</span>
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</div>
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</div>
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<div class="preview-dorm-connector"></div>
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<div class="preview-dorm-step">
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<div class="preview-dorm-step__dot preview-dorm-step__dot--dormant"></div>
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<div class="preview-dorm-step__body">
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<span class="preview-dorm-step__label">Dormant</span>
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<span class="preview-dorm-step__days">
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@if (savingsAccountProductTemplate?.daysToDormancyFromProduct !== null) {
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{{ savingsAccountProductTemplate.daysToDormancyFromProduct }} days after inactive
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} @else {
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Not configured
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}
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</span>
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</div>
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</div>
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<div class="preview-dorm-connector"></div>
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<div class="preview-dorm-step">
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<div class="preview-dorm-step__dot preview-dorm-step__dot--escheat"></div>
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<div class="preview-dorm-step__body">
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<span class="preview-dorm-step__label">Escheat</span>
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<span class="preview-dorm-step__days">
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@if (savingsAccountProductTemplate?.daysToEscheatFromProduct !== null) {
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{{ savingsAccountProductTemplate.daysToEscheatFromProduct }} days after dormant
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} @else {
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Not configured
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}
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</span>
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</div>
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</div>
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</div>
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|
<div class="preview-dorm-flags">
|
|
<span class="preview-dorm-flag" [class.preview-dorm-flag--on]="savingsAccountProductTemplate?.dormancyAlert">
|
|
<i class="fas fa-bell"></i> Alert
|
|
{{ savingsAccountProductTemplate?.dormancyAlert ? 'Enabled' : 'Disabled' }}
|
|
</span>
|
|
<span
|
|
class="preview-dorm-flag"
|
|
[class.preview-dorm-flag--on]="savingsAccountProductTemplate?.isDormancyTrackingActiveFromProduct"
|
|
>
|
|
<i class="fas fa-eye"></i> Tracking
|
|
{{ savingsAccountProductTemplate?.isDormancyTrackingActiveFromProduct ? 'Active' : 'Inactive' }}
|
|
</span>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
}
|
|
|
|
<!-- ══ 7. Nominee Details (if filled) ═══════════════════════════ -->
|
|
@if (savingsAccountNominees?.length > 0) {
|
|
<div class="preview-section">
|
|
<div class="preview-section__header">
|
|
<i class="fas fa-user-shield preview-section__icon"></i>
|
|
<span class="preview-section__title">Nominee Details</span>
|
|
<span class="preview-section__badge">{{ savingsAccountNominees.length }} Nominee(s)</span>
|
|
</div>
|
|
<div class="preview-body">
|
|
@for (nom of savingsAccountNominees; track nom.nomineeClientId; let i = $index) {
|
|
@if (i > 0) {
|
|
<hr class="preview-nom-divider" />
|
|
}
|
|
<div class="preview-grid preview-grid--three">
|
|
<div class="preview-field">
|
|
<span class="preview-label">Name</span>
|
|
<span class="preview-value">{{ nom.nomineeDisplayName || '—' }}</span>
|
|
</div>
|
|
<div class="preview-field">
|
|
<span class="preview-label">Client ID</span>
|
|
<span class="preview-value preview-mono">{{ nom.nomineeClientId || '—' }}</span>
|
|
</div>
|
|
<div class="preview-field">
|
|
<span class="preview-label">Relationship</span>
|
|
<span class="preview-value">{{ nom.relationshipName || '—' }}</span>
|
|
</div>
|
|
<div class="preview-field">
|
|
<span class="preview-label">Share %</span>
|
|
<span class="preview-value">{{ nom.percentageShare ?? '—' }}%</span>
|
|
</div>
|
|
<div class="preview-field">
|
|
<span class="preview-label">Minor</span>
|
|
<span class="preview-value">{{ nom.nomineeIsMinor ? 'Yes' : 'No' }}</span>
|
|
</div>
|
|
@if (nom.guardianDisplayName) {
|
|
<div class="preview-field">
|
|
<span class="preview-label">Guardian</span>
|
|
<span class="preview-value">{{ nom.guardianDisplayName }}</span>
|
|
</div>
|
|
}
|
|
@if (nom.remarks) {
|
|
<div class="preview-field">
|
|
<span class="preview-label">Remarks</span>
|
|
<span class="preview-value">{{ nom.remarks }}</span>
|
|
</div>
|
|
}
|
|
</div>
|
|
}
|
|
</div>
|
|
</div>
|
|
}
|
|
|
|
<!-- ══ 5. Digital Facilities ════════════════════════════════════ -->
|
|
@if (hasDigitalSection) {
|
|
<div class="preview-section">
|
|
<div class="preview-section__header">
|
|
<i class="fas fa-mobile-alt preview-section__icon"></i>
|
|
<span class="preview-section__title">Digital Facilities</span>
|
|
<span class="preview-section__badge preview-section__badge--digital">User Configured</span>
|
|
</div>
|
|
<div class="preview-body">
|
|
<div class="preview-digital-grid">
|
|
@for (facility of digitalFacilityLabels; track facility.key) {
|
|
<div class="preview-digital-card" [class.preview-digital-card--on]="digitalFacilityConfig?.[facility.key]">
|
|
<span class="preview-digital-label">{{ facility.label }}</span>
|
|
<span
|
|
class="preview-digital-status"
|
|
[class.preview-digital-status--on]="digitalFacilityConfig?.[facility.key]"
|
|
>
|
|
{{ digitalFacilityConfig?.[facility.key] ? 'Enabled' : 'Disabled' }}
|
|
</span>
|
|
</div>
|
|
}
|
|
</div>
|
|
</div>
|
|
</div>
|
|
}
|
|
|
|
<!-- ══ 6. Client Members (GSIM) ═════════════════════════════════ -->
|
|
@if (activeClientMembers) {
|
|
<div class="preview-section">
|
|
<div class="preview-section__header">
|
|
<i class="fas fa-users preview-section__icon"></i>
|
|
<span class="preview-section__title">{{ 'labels.heading.Client Members' | translate }}</span>
|
|
</div>
|
|
<div class="preview-body">
|
|
<table class="mat-elevation-z1 preview-table" mat-table #membersTable [dataSource]="dataSource">
|
|
<ng-container matColumnDef="id">
|
|
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Client ID' | translate }}</th>
|
|
<td mat-cell *matCellDef="let element">{{ element.id }}</td>
|
|
</ng-container>
|
|
<ng-container matColumnDef="name">
|
|
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Client Name' | translate }}</th>
|
|
<td mat-cell *matCellDef="let element">{{ element.displayName }}</td>
|
|
</ng-container>
|
|
<tr mat-header-row *matHeaderRowDef="membersDisplayedColumns"></tr>
|
|
<tr mat-row *matRowDef="let row; columns: membersDisplayedColumns"></tr>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
}
|
|
</div>
|
|
|
|
<!--
|
|
Previous, Cancel & Submit all in one row. Previous emits back to the parent wizard rather than
|
|
using matStepperPrevious, since this component renders inside a mat-tab-group rather than a
|
|
mat-stepper and has no CdkStepper ancestor to bind to.
|
|
-->
|
|
@if (!hideButtons) {
|
|
<div class="preview-submit-row">
|
|
<button mat-stroked-button (click)="previousEvent.emit()">
|
|
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
|
|
{{ 'labels.buttons.Previous' | translate }}
|
|
</button>
|
|
<div class="preview-submit-row__right">
|
|
<button mat-stroked-button [routerLink]="['../..']">
|
|
{{ 'labels.buttons.Cancel' | translate }}
|
|
</button>
|
|
<button
|
|
mat-raised-button
|
|
color="primary"
|
|
class="preview-submit-row__primary"
|
|
[disabled]="submitting"
|
|
(click)="submitEvent.emit()"
|
|
>
|
|
<fa-icon icon="check" class="m-r-10"></fa-icon>
|
|
{{ 'labels.buttons.Submit' | translate }}
|
|
</button>
|
|
</div>
|
|
</div>
|
|
}
|