- KYC tab: fix Verify (PAN) and Send OTP (Aadhaar) being disabled in edit mode; unmask Aadhaar input and show on-file masked value as hint; resolve kycId from id/kycId/resourceId fallbacks. - Client stepper/view: add familyAllowed / nomineeAllowed predicates + CanActivate route guards. Family tab hidden for non-individuals, Nominee tab hidden for non-proprietor entities. Family-members step accepts a nomineeOnly input for proprietorship clients. Add/Edit/Delete buttons inside family-members and nominee tabs gated by canAdd. - cfcfrms: add cfcfrms-shell wrapper, restyle complaint/fraud/mule/escalate pages and dashboard. - Savings: identity-verify and transaction-confirm dialogs, manage / activate / add-charge flows, account preview styling. - Tasks, core shell, account-nominees, icons: minor style and behaviour updates. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
479 lines
16 KiB
TypeScript
479 lines
16 KiB
TypeScript
/**
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* Copyright since 2025 Mifos Initiative
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*
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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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/** Angular Imports */
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import { Component, OnInit, inject } from '@angular/core';
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import { ActivatedRoute, Router, RouterLinkActive, RouterLink, RouterOutlet } from '@angular/router';
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import { MatDialog } from '@angular/material/dialog';
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/** Custom Dialogs */
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import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
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import { SuccessDialogComponent } from 'app/shared/success-dialog/success-dialog.component';
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import { CalculateInterestDialogComponent } from './custom-dialogs/calculate-interest-dialog/calculate-interest-dialog.component';
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import { PostInterestDialogComponent } from './custom-dialogs/post-interest-dialog/post-interest-dialog.component';
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import { ToggleWithholdTaxDialogComponent } from './custom-dialogs/toggle-withhold-tax-dialog/toggle-withhold-tax-dialog.component';
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/** Custom Buttons Configuration */
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import { SavingsButtonsConfiguration } from './savings-buttons.config';
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import { SavingsService } from '../savings.service';
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import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
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import { Currency } from 'app/shared/models/general.model';
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import { TranslateService } from '@ngx-translate/core';
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/** Environment Configuration */
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import { environment } from '../../../environments/environment';
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import { MatTooltip } from '@angular/material/tooltip';
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import { NgClass, CurrencyPipe } from '@angular/common';
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import { LongTextComponent } from '../../shared/long-text/long-text.component';
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import { AccountNumberComponent } from '../../shared/account-number/account-number.component';
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import { MatIconButton } from '@angular/material/button';
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import { MatMenuTrigger, MatMenu, MatMenuItem } from '@angular/material/menu';
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import { MatIcon } from '@angular/material/icon';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { MatTabNav, MatTabLink, MatTabNavPanel } from '@angular/material/tabs';
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import { StatusLookupPipe } from '../../pipes/status-lookup.pipe';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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/**
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* Savings Account View Component
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*
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* Nexora redesign: gradient hero card with balance KPIs + pill-style tab
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* navigation. No more `mat-card` chrome — pure custom layout.
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*/
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@Component({
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selector: 'mifosx-savings-account-view',
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templateUrl: './savings-account-view.component.html',
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styleUrls: ['./savings-account-view.component.scss'],
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imports: [
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...STANDALONE_SHARED_IMPORTS,
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MatTooltip,
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NgClass,
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LongTextComponent,
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AccountNumberComponent,
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MatIconButton,
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MatMenuTrigger,
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MatIcon,
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FaIconComponent,
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MatMenu,
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MatMenuItem,
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MatTabNav,
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MatTabLink,
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RouterLinkActive,
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MatTabNavPanel,
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RouterOutlet,
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CurrencyPipe,
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StatusLookupPipe
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]
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})
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export class SavingsAccountViewComponent implements OnInit {
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private route = inject(ActivatedRoute);
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private router = inject(Router);
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private savingsService = inject(SavingsService);
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private translateService = inject(TranslateService);
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dialog = inject(MatDialog);
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/** Savings Account Data */
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savingsAccountData: any;
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/** Savings Data Tables */
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savingsDatatables: any;
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/** Button Configurations */
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buttonConfig: SavingsButtonsConfiguration;
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/** Entity Type */
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entityType: string;
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isActive = false;
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currency: Currency;
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/**
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* Categorisation map used by the action menu — every action name is
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* bucketed into one of: 'transact' (cash movement), 'block' (restrict
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* access), 'interest' (interest postings), 'admin' (approvals, charges,
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* staff), 'danger' (close / reject / delete). Drives the section split
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* and the colour of each icon.
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*/
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private readonly ACTION_KIND: Record<string, 'transact' | 'block' | 'interest' | 'admin' | 'danger'> = {
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Deposit: 'transact',
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Withdrawal: 'transact',
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'Hold Amount': 'transact',
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'Transfer Funds': 'transact',
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'Interbank Transfer': 'transact',
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'Block Deposit': 'block',
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'Unblock Deposit': 'block',
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'Block Withdrawal': 'block',
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'Unblock Withdrawal': 'block',
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'Block Account': 'block',
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'Unblock Account': 'block',
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'Calculate Interest': 'interest',
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'Post Interest': 'interest',
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'Post Interest As On': 'interest',
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'Enable Withhold Tax': 'interest',
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'Disable Withhold Tax': 'interest',
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'Add Charge': 'admin',
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'Apply Annual Fees': 'admin',
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'Modify Application': 'admin',
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'Assign Staff': 'admin',
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'Unassign Staff': 'admin',
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Approve: 'admin',
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Activate: 'admin',
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'Undo Approval': 'admin',
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Close: 'danger',
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Reject: 'danger',
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Delete: 'danger',
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'Withdrawn by Client': 'danger'
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};
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/** Lightweight icon fallback for actions whose buttonConfig doesn't
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* carry an icon (the `options` sub-menu items historically didn't). */
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private readonly ACTION_ICON: Record<string, string> = {
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Deposit: 'arrow-down',
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Withdrawal: 'arrow-up',
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'Hold Amount': 'pause',
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'Transfer Funds': 'exchange-alt',
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'Interbank Transfer': 'random',
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'Block Deposit': 'lock',
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'Unblock Deposit': 'lock-open',
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'Block Withdrawal': 'lock',
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'Unblock Withdrawal': 'lock-open',
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'Block Account': 'lock',
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'Unblock Account': 'lock-open',
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'Calculate Interest': 'calculator',
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'Post Interest': 'percentage',
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'Post Interest As On': 'calendar-day',
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'Enable Withhold Tax': 'percentage',
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'Disable Withhold Tax': 'percentage',
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'Add Charge': 'plus-circle',
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'Apply Annual Fees': 'receipt',
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'Modify Application': 'edit',
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'Assign Staff': 'user-plus',
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'Unassign Staff': 'user-slash',
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Approve: 'check-circle',
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Activate: 'check',
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'Undo Approval': 'undo',
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Close: 'times-circle',
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Reject: 'ban',
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Delete: 'trash',
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'Withdrawn by Client': 'user-slash'
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};
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/** Returns the colour kind for a given action name (used to tint the
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* icon and hover state in the dropdown). */
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kindOf(name: string): 'transact' | 'block' | 'interest' | 'admin' | 'danger' {
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return this.ACTION_KIND[name] ?? 'admin';
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}
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iconOf(name: string, fallback?: string): string {
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return this.ACTION_ICON[name] ?? fallback ?? 'circle';
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}
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/**
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* Fetches savings account data from `resolve`
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* @param {ActivatedRoute} route Activated Route
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* @param {Router} router Router
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* @param {SavingsService} savingsService Savings Service
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*/
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constructor() {
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this.route.data.subscribe((data: { savingsAccountData: any; savingsDatatables: any }) => {
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this.savingsAccountData = data.savingsAccountData;
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this.currency = this.savingsAccountData.currency;
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this.savingsDatatables = data.savingsDatatables;
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});
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if (this.router.url.includes('clients')) {
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this.entityType = 'Client';
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} else if (this.router.url.includes('groups')) {
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this.entityType = 'Group';
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} else if (this.router.url.includes('centers')) {
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this.entityType = 'Center';
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}
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}
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ngOnInit() {
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this.setConditionalButtons();
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}
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/**
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* Adds options to button config. conditionaly.
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*/
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setConditionalButtons() {
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const status = this.savingsAccountData.status.value;
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this.isActive = status === 'Active';
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const subStatus = this.savingsAccountData.subStatus;
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this.buttonConfig = new SavingsButtonsConfiguration(status, subStatus);
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if (this.savingsAccountData.clientId) {
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this.buttonConfig.addOption({
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name: 'Transfer Funds',
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taskPermissionName: 'CREATE_ACCOUNTTRANSFER'
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});
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}
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if (this.savingsAccountData.externalId && environment.mifosInterbankTransfersEnabled) {
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this.buttonConfig.addOption({
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name: 'Interbank Transfer',
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taskPermissionName: 'CREATE_ACCOUNTTRANSFER'
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});
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}
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if (!this.savingsAccountData.fieldOfficerId) {
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this.buttonConfig.addOption({
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name: 'Assign Staff',
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taskPermissionName: 'UPDATESAVINGSOFFICER_SAVINGSACCOUNT'
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});
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} else {
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this.buttonConfig.addOption({
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name: 'Unassign Staff',
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taskPermissionName: 'REMOVESAVINGSOFFICER_SAVINGSACCOUNT'
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});
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}
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if (this.savingsAccountData.charges) {
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const charges: any[] = this.savingsAccountData.charges;
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charges.forEach((charge: any) => {
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if (charge.name === 'Annual fee - INR') {
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this.buttonConfig.addOption({
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name: 'Apply Annual Fees',
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taskPermissionName: 'APPLYANNUALFEE_SAVINGSACCOUNT'
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});
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}
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});
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}
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if (this.savingsAccountData.taxGroup) {
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if (this.savingsAccountData.withHoldTax) {
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this.buttonConfig.addOption({
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name: 'Disable Withhold Tax',
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taskPermissionName: 'UPDATEWITHHOLDTAX_SAVINGSACCOUNT'
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});
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} else {
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this.buttonConfig.addOption({
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name: 'Enable Withhold Tax',
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taskPermissionName: 'UPDATEWITHHOLDTAX_SAVINGSACCOUNT'
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});
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}
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}
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}
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/**
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* Refetches data foe the component
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* TODO: Replace by a custom reload component instead of hard-coded back-routing.
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*/
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private reload() {
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const url: string = this.router.url;
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const refreshUrl: string = this.router.url.slice(
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0,
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this.router.url.indexOf('savings-accounts') + 'savings-accounts'.length
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);
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this.router.navigateByUrl(refreshUrl, { skipLocationChange: true }).then(() => this.router.navigate([url]));
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}
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/**
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* Performs action button/option action.
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* @param {string} name action name.
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*/
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doAction(name: string) {
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switch (name) {
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case 'Approve':
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case 'Reject':
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case 'Deposit':
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case 'Activate':
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case 'Close':
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case 'Undo Approval':
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case 'Post Interest As On':
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case 'Assign Staff':
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case 'Add Charge':
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case 'Hold Amount':
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case 'Block Account':
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case 'Block Deposit':
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case 'Block Withdrawal':
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case 'Unassign Staff':
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case 'Withdrawn by Client':
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case 'Apply Annual Fees':
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this.router.navigate([`actions/${name}`], { relativeTo: this.route });
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break;
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case 'Withdrawal':
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this.router.navigate([`actions/Withdrawal`], { relativeTo: this.route });
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break;
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case 'Modify Application':
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this.router.navigate(['edit'], { relativeTo: this.route });
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break;
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case 'Delete':
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this.deleteSavingsAccount();
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break;
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case 'Calculate Interest':
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this.calculateInterest();
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break;
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case 'Post Interest':
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this.postInterest();
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break;
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case 'Enable Withhold Tax':
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this.enableWithHoldTax();
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break;
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case 'Disable Withhold Tax':
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this.disableWithHoldTax();
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break;
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case 'Transfer Funds':
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const queryParams: any = {
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interbank: false,
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savingsId: this.savingsAccountData.id,
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accountType: 'fromsavings'
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};
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this.router.navigate(['transfer-funds/make-account-transfer'], {
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relativeTo: this.route,
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queryParams: queryParams,
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state: { balance: this.savingsAccountData.summary.availableBalance }
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});
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break;
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case 'Interbank Transfer': {
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const queryParams: any = { interbank: true, savingsId: this.savingsAccountData.id, accountType: 'interbank' };
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this.router.navigate(['transfer-funds/make-account-transfer'], {
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relativeTo: this.route,
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queryParams: queryParams,
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state: { balance: this.savingsAccountData.summary.availableBalance }
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});
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break;
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}
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case 'Unblock Account':
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case 'Unblock Deposit':
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case 'Unblock Withdrawal':
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this.unblockSavingsAccount(name);
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break;
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}
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}
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/**
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* Deletes Savings Account.
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*/
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private deleteSavingsAccount() {
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const deleteSavingsAccountDialogRef = this.dialog.open(DeleteDialogComponent, {
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data: { deleteContext: `savings account with id: ${this.savingsAccountData.id}` }
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});
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deleteSavingsAccountDialogRef.afterClosed().subscribe((response: any) => {
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if (response.delete) {
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this.savingsService.deleteSavingsAccount(this.savingsAccountData.id).subscribe(() => {
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this.router.navigate(['../../'], { relativeTo: this.route });
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});
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}
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});
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}
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/**
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* Calculates savings account's interest
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*/
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private calculateInterest() {
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const calculateInterestAccountDialogRef = this.dialog.open(CalculateInterestDialogComponent);
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calculateInterestAccountDialogRef.afterClosed().subscribe((response: any) => {
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if (response.confirm) {
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this.savingsService
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.executeSavingsAccountCommand(this.savingsAccountData.id, 'calculateInterest', {})
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.subscribe(() => {
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this.reload();
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});
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}
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});
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}
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/**
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* Posts savings account's interest
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*/
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private postInterest() {
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const postInterestAccountDialogRef = this.dialog.open(PostInterestDialogComponent);
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postInterestAccountDialogRef.afterClosed().subscribe((response: any) => {
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if (response.confirm) {
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this.savingsService
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.executeSavingsAccountCommand(this.savingsAccountData.id, 'postInterest', {})
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.subscribe(() => {
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this.reload();
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});
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}
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});
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}
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/**
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* Enables withhold tax for savings account.
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*/
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private enableWithHoldTax() {
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const deleteSavingsAccountDialogRef = this.dialog.open(ToggleWithholdTaxDialogComponent, {
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data: { isEnable: true }
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});
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deleteSavingsAccountDialogRef.afterClosed().subscribe((response: any) => {
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if (response.confirm) {
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this.savingsService
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.executeSavingsAccountUpdateCommand(this.savingsAccountData.id, 'updateWithHoldTax', { withHoldTax: true })
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.subscribe(() => {
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this.reload();
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});
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}
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});
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}
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/**
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* Disables withhold tac for savings account
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*/
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private disableWithHoldTax() {
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const disableWithHoldTaxDialogRef = this.dialog.open(ToggleWithholdTaxDialogComponent, {
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data: { isEnable: false }
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});
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disableWithHoldTaxDialogRef.afterClosed().subscribe((response: any) => {
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if (response.confirm) {
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this.savingsService
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.executeSavingsAccountUpdateCommand(this.savingsAccountData.id, 'updateWithHoldTax', { withHoldTax: false })
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.subscribe(() => {
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this.reload();
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});
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}
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});
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}
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/**
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* Unblock Savings Account.
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*/
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private unblockSavingsAccount(action: string) {
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const unblockSavingsAccountDialogRef = this.dialog.open(ConfirmationDialogComponent, {
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data: {
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heading: this.translateService.instant('labels.heading.Savings Account'),
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dialogContext:
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this.translateService.instant('labels.dialogContext.Are you sure you want') +
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action +
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this.translateService.instant('this Savings Account')
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}
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});
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let command = 'unblock';
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if (action === 'Unblock Deposit') {
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command = 'unblockCredit';
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}
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if (action === 'Unblock Withdrawal') {
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command = 'unblockDebit';
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}
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unblockSavingsAccountDialogRef.afterClosed().subscribe((response: { confirm: any }) => {
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if (response.confirm) {
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this.savingsService.executeSavingsAccountCommand(this.savingsAccountData.id, command, {}).subscribe(() => {
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this.showUnblockSuccess(action);
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});
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}
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});
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}
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/**
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* Pops the shared success dialog with copy tuned to the unblock variant
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* the cashier just performed, then reloads the savings view so the
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* account substatus shows as unblocked.
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*/
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private showUnblockSuccess(action: string): void {
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let title = 'Account Unblocked Successfully';
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let message = 'Account activity has been restored.';
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if (action === 'Unblock Deposit') {
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title = 'Deposits Unblocked Successfully';
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message = 'Incoming credits to this savings account are accepted again.';
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} else if (action === 'Unblock Withdrawal') {
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title = 'Withdrawals Unblocked Successfully';
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message = 'Outgoing debits from this savings account are accepted again.';
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}
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const ref = this.dialog.open(SuccessDialogComponent, {
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width: '420px',
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maxWidth: '92vw',
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autoFocus: false,
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data: { title, message, buttonLabel: 'Done' }
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});
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ref.afterClosed().subscribe(() => this.reload());
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}
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}
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