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

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

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

241 lines
8.2 KiB
HTML

<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="fdd-container">
<!-- Compact Light Header -->
<div class="fdd-header">
<div class="fdd-header__left">
<div class="fdd-header__icon">
<fa-icon icon="piggy-bank"></fa-icon>
</div>
<div>
<div class="fdd-header__title-row">
<h2 class="fdd-header__title">FD Dashboard & Maturity Ladder</h2>
<span class="fdd-header__badge">Core Banking</span>
</div>
<p class="fdd-header__sub">
Active Fixed Deposits positioned against maturity dates. Press <kbd>ESC</kbd> to toggle header & footer.
</p>
</div>
</div>
<div class="fdd-header__right">
<button class="fdd-btn fdd-btn--slim" (click)="load()" [disabled]="loading" title="Refresh maturity ladder data">
<fa-icon icon="sync-alt" [class.fa-spin]="loading"></fa-icon>
<span>{{ loading ? 'Syncing...' : 'Reload' }}</span>
</button>
</div>
</div>
<!-- Alerts -->
@if (errorMessage) {
<div class="fdd-alert fdd-alert--danger">
<fa-icon icon="exclamation-triangle"></fa-icon>
<span>{{ errorMessage }}</span>
</div>
}
<!-- Compact Stat Cards Grid -->
<div class="fdd-stats-grid">
@for (key of stageKeys; track key) {
<button
[class]="'fdd-stat-card fdd-stat-card--' + stageMeta[key].tone"
[class.fdd-stat-card--active]="stageFilter === key"
(click)="toggleStage(key)"
>
<div class="fdd-stat-card__header">
<span class="fdd-stat-card__label">{{ stageMeta[key].label }}</span>
<div class="fdd-stat-card__icon">
@switch (key) {
@case ('MATURED') {
<fa-icon icon="exclamation-circle"></fa-icon>
}
@case ('DUE_SOON') {
<fa-icon icon="clock"></fa-icon>
}
@case ('UPCOMING') {
<fa-icon icon="calendar-alt"></fa-icon>
}
@default {
<fa-icon icon="check-circle"></fa-icon>
}
}
</div>
</div>
<div class="fdd-stat-card__val">
@switch (key) {
@case ('MATURED') {
{{ summary.matured }}
}
@case ('DUE_SOON') {
{{ summary.dueSoon }}
}
@case ('UPCOMING') {
{{ summary.upcoming }}
}
@default {
{{ summary.onTrack }}
}
}
</div>
<div class="fdd-stat-card__sub">{{ stageMeta[key].summary }}</div>
</button>
}
</div>
<!-- Compact Filter & Search Toolbar -->
<div class="fdd-toolbar">
<div class="fdd-search-box">
<fa-icon icon="search" class="fdd-search-box__icon"></fa-icon>
<input
class="fdd-search-box__input"
type="text"
placeholder="Search account no. or client name..."
[(ngModel)]="search"
/>
@if (search) {
<button class="fdd-search-box__clear" (click)="search = ''" title="Clear search">
<fa-icon icon="times"></fa-icon>
</button>
}
</div>
@if (stageFilter || search) {
<button class="fdd-btn fdd-btn--reset fdd-btn--slim" (click)="resetFilters()">
<fa-icon icon="undo"></fa-icon> Reset
</button>
}
<div class="fdd-toolbar__spacer"></div>
<div class="fdd-count-chip">
<fa-icon icon="layer-group"></fa-icon>
<span
><strong>{{ visibleRows.length }}</strong> of {{ summary.total }} active FDs</span
>
</div>
</div>
<!-- Worklist Table / Empty State -->
@if (loading) {
<div class="fdd-card fdd-state-card">
<fa-icon icon="spinner" [class.fa-spin]="true" class="fdd-spinner"></fa-icon>
<p>Loading FD maturity list...</p>
</div>
} @else if (visibleRows.length === 0) {
<div class="fdd-card fdd-state-card">
<fa-icon icon="inbox" class="fdd-state-icon"></fa-icon>
<p class="fdd-state-msg">
@if (!stageFilter && summary.total > 0) {
No FDs are matured or maturing within {{ policy.upcomingDays }} days. Click "On Track" to see all active FDs.
} @else {
No FDs match these filters.
}
</p>
@if (stageFilter || search) {
<button class="fdd-btn fdd-btn--primary fdd-btn--slim" (click)="resetFilters()">
<fa-icon icon="undo"></fa-icon> Clear Filters
</button>
}
</div>
} @else {
<div class="fdd-table-card">
<div class="fdd-table-wrapper">
<table class="fdd-table">
<thead>
<tr>
<th>Account</th>
<th>Client</th>
<th>Product</th>
<th>Maturity Date</th>
<th class="text-right">Deposit Amount</th>
<th class="text-right">Maturity Amount</th>
<th>Status</th>
<th class="text-center">Action</th>
</tr>
</thead>
<tbody>
@for (r of visibleRows; track r.id) {
<tr class="fdd-row" (click)="openAccount(r)">
<td>
<span class="fdd-acc-num">{{ r.accountNo || '—' }}</span>
</td>
<td>
<div class="fdd-client-cell">
<span class="fdd-client-name">{{ r.clientName }}</span>
</div>
</td>
<td>
<span class="fdd-product-tag">{{ r.productName }}</span>
</td>
<td>
<div class="fdd-date-cell">
<span class="fdd-date-val">{{ r.maturityDate }}</span>
<span class="fdd-date-sub" [class.fdd-date-sub--overdue]="r.daysOverdue > 0">
{{ maturityText(r) }}
</span>
</div>
</td>
<td class="text-right">
<span class="fdd-amount fdd-amount--deposit">
{{ r.depositAmount != null ? '₹' + (r.depositAmount | number: '1.2-2') : '—' }}
</span>
</td>
<td class="text-right">
<span class="fdd-amount fdd-amount--maturity">
{{ r.maturityAmount != null ? '₹' + (r.maturityAmount | number: '1.2-2') : '—' }}
</span>
</td>
<td>
<div class="fdd-status-cell">
<span [class]="stageClass(r.stage)">
{{ r.meta.label }}
</span>
@if (r.renewable) {
<div
class="fdd-grace-sub"
[class.fdd-grace-sub--warning]="r.renewalGracePeriodDays > 0 && !r.withinGraceWindow"
>
{{ graceStatusText(r) }}
</div>
} @else if (r.configuredInstructionLabel) {
<div class="fdd-grace-sub">Configured: {{ r.configuredInstructionLabel }} (auto-processes)</div>
}
</div>
</td>
<td class="fdd-act-cell text-center" (click)="$event.stopPropagation()">
@if (r.renewable) {
<button class="fdd-btn fdd-btn--action" [disabled]="renewing === r.id" (click)="openRenewDialog(r)">
@if (renewing === r.id) {
<fa-icon icon="spinner" [class.fa-spin]="true"></fa-icon> Renewing...
} @else {
<fa-icon icon="sync-alt"></fa-icon> Renew
}
</button>
} @else {
<button class="fdd-btn-icon" (click)="openAccount(r)" title="View Account Details">
<fa-icon icon="chevron-right"></fa-icon>
</button>
}
</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
</div>