OVERVIEW
--------
Added real-time cashier cash position display inside the denomination breakdown
panel of all 4 transaction entry screens: Savings, Current Account, Recurring
Deposit, and Fixed Deposit. Shows opening balance at the top and projected
closing balance at the bottom after factoring in the current transaction.
BACKEND INTEGRATION
-------------------
- New CashierService (src/app/cashier/cashier.service.ts)
getCashierPositionForMe(asOfDate?) calls GET /cashreports/cashier-position/me
Returns denomination-wise opening cash position for the logged-in cashier user.
Non-cashier users receive empty denominations array; UI hides panels silently.
OPENING BALANCE CARD (top of denomination panel)
-------------------------------------------------
- Loaded on ngOnInit() via loadOpeningPosition() in all 4 component .ts files
- Notes and Coins displayed in separate labeled pill sections
- Each pill shows: Rs{value} x{count} format
- Card is hidden entirely if the logged-in user is not a cashier
CLOSING BALANCE CARD (below tally / Apply button)
--------------------------------------------------
- Computed getter closingDenoms() merges opening position with entered denominations
deposit: closingCount = openCount + enteredCount
withdrawal: closingCount = openCount - enteredCount
- Notes and Coins in separate labeled pill sections (identical format to opening)
- Entered/changed denominations (delta != 0): full opacity + bold font weight
- Untouched denominations (delta = 0): 38% opacity, clearly dimmed, no borders
- closingTotal = openingTotal +/- denominationTotal shown in card header
- Card turns green for positive closing balance, red for negative
COMPONENTS UPDATED
------------------
- savings-account-transactions (.ts / .html / .scss)
- current-account-transactions (.ts / .html / .scss)
- deposit-recurring-deposits-account (.ts / .html / .scss)
- fixed-deposits-cash-transaction (.ts / .html / .scss)
CASHIER MODULE (new - src/app/cashier/)
-----------------------------------------
Full cashier workspace module added to the app:
- cashier.service.ts API calls (position, transfers, settlement, etc.)
- cashier.module.ts Angular module declaration
- cashier-routing.module.ts Lazy-loaded routes
- cashier-position/ Cashier cash position dashboard
- cash-exchange-entry/ Cash exchange denomination entry
- cash-history/ Transaction history per cashier
- cash-settlement/ End-of-day cash settlement
- cash-transfer/ Vault-to-cashier cash transfer
- inter-cashier-transfer/ Transfer between cashier drawers
- reconciliation/ Cash reconciliation with GL
- closing-cash-report/ Closing balance report
- currency-exchange-detail/ Currency exchange breakdown
- excess-transaction-report/ Excess/short transaction report
Module wired into app.module.ts and shell nav (shell.component.html).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
107 lines
3.7 KiB
HTML
107 lines
3.7 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="pg">
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<header class="pg-head">
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<div>
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<div class="pg-eyebrow">CASHIER · HISTORY</div>
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<h1 class="pg-title">Cash Movement History</h1>
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<p class="pg-sub">All transfers, settlements, and inter-cashier movements. Reverse any active transaction.</p>
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</div>
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<button type="button" class="pg-btn pg-btn--ghost" (click)="load()"><mat-icon>refresh</mat-icon> Refresh</button>
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</header>
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<!-- Reversal confirm panel -->
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@if (reversingId !== null) {
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<div class="reverse-panel">
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<mat-icon class="reverse-icon">warning</mat-icon>
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<span
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>Reverse <strong>#{{ reversingId }}</strong
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>? This cannot be undone.</span
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>
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<input class="reverse-reason" type="text" [(ngModel)]="reverseReason" placeholder="Reason (optional)" />
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<button type="button" class="pg-btn pg-btn--danger" (click)="confirmReverse()">Confirm Reversal</button>
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<button type="button" class="pg-btn pg-btn--ghost" (click)="cancelReverse()">Cancel</button>
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</div>
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}
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@if (loading) {
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<div class="pg-empty">Loading…</div>
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}
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<mat-tab-group animationDuration="150ms">
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<mat-tab label="Cash Transfers ({{ transfers.length }})">
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<div class="pg-tab-body">
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<ng-container *ngTemplateOutlet="txnTable; context: { rows: transfers }"></ng-container>
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</div>
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</mat-tab>
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<mat-tab label="Settlements ({{ settlements.length }})">
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<div class="pg-tab-body">
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<ng-container *ngTemplateOutlet="txnTable; context: { rows: settlements }"></ng-container>
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</div>
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</mat-tab>
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<mat-tab label="Inter-Cashier ({{ interCashier.length }})">
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<div class="pg-tab-body">
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<ng-container *ngTemplateOutlet="txnTable; context: { rows: interCashier }"></ng-container>
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</div>
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</mat-tab>
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</mat-tab-group>
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</div>
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<ng-template #txnTable let-rows="rows">
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@if (rows.length === 0 && !loading) {
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<div class="pg-empty">No records.</div>
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}
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@if (rows.length > 0) {
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<div class="pg-card" style="margin-top: 16px">
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<table class="pg-table">
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<thead>
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<tr>
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<th>#</th>
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<th>Date</th>
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<th>From</th>
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<th>To</th>
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<th class="num">Amount</th>
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<th>Note</th>
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<th>By</th>
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<th style="text-align: center">Status</th>
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<th style="text-align: center">Action</th>
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</tr>
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</thead>
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<tbody>
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@for (r of rows; track r.id) {
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<tr [class.row-reversed]="r.isReversed">
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<td>{{ r.id }}</td>
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<td>{{ r.date }}</td>
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<td>{{ r.fromParty }}</td>
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<td>{{ r.toParty }}</td>
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<td class="num">₹{{ r.amount | number: '1.2-2' }}</td>
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<td>{{ r.note || '—' }}</td>
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<td>{{ r.performedByUsername || '—' }}</td>
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<td style="text-align: center">
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<span class="badge" [class.badge-active]="!r.isReversed" [class.badge-reversed]="r.isReversed">
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{{ r.isReversed ? 'Reversed' : 'Active' }}
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</span>
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</td>
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<td style="text-align: center">
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@if (!r.isReversed) {
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<button type="button" class="pg-btn pg-btn--ghost btn-sm" (click)="startReverse(r)">
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<mat-icon>undo</mat-icon>
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</button>
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}
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</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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</ng-template>
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