KYC management: stage-wise notices, pagination, RD base chart
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@@ -39,6 +39,7 @@ import { DateFormatPipe } from '../../../pipes/date-format.pipe';
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import { FormatNumberPipe } from '../../../pipes/format-number.pipe';
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import { CurrencyPipe } from '@angular/common';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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import { AuthenticationService } from '../../../core/authentication/authentication.service';
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import { ReportsService } from 'app/reports/reports.service';
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import { SettingsService } from 'app/settings/settings.service';
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import { Subject } from 'rxjs';
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@@ -151,6 +152,7 @@ export class GeneralTabComponent implements OnDestroy {
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private router = inject(Router);
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private reportsService = inject(ReportsService);
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private settingsService = inject(SettingsService);
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private authenticationService = inject(AuthenticationService);
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/** Open Loan Accounts Columns */
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openLoansColumns: string[] = [
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@@ -177,6 +179,7 @@ export class GeneralTabComponent implements OnDestroy {
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openSavingsColumns: string[] = [
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'Account No',
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'Saving Account',
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'Branch',
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'Last Active',
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'Balance',
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'Actions'
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@@ -185,12 +188,14 @@ export class GeneralTabComponent implements OnDestroy {
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closedSavingsColumns: string[] = [
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'Account No',
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'Saving Account',
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'Branch',
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'Closed Date'
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];
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/** Closed Recurring Deposit Accounts Columns - with how each one ended, for tracking. */
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recurringColumns: string[] = [
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'Account No',
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'Saving Account',
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'Branch',
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'Status',
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'Last Active',
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'Balance',
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@@ -336,12 +341,76 @@ export class GeneralTabComponent implements OnDestroy {
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/** Client Id */
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clientid: any;
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/** The customer's own (home) branch, to tell it from branches the customer banks at elsewhere. */
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clientOfficeId: number | null = null;
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/** How many red shades the branch chips have (general-tab.component.scss, .branch-chip--other-0 ... -3), light to dark. */
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private static readonly OTHER_BRANCH_SHADES = 4;
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/** The branch the signed-in user works at: accounts held here read green, every other branch red. */
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private get myOfficeId(): number | null {
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const officeId = this.authenticationService.getCredentials()?.officeId;
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return officeId == null ? null : Number(officeId);
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}
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/**
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* The other branches this customer banks at, lightest to darkest. Ordered by branch id so the shades stay put between
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* visits; computed over every deposit account on the page so one branch has the same shade in every table.
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*/
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private otherBranchIds(): number[] {
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const mine = this.myOfficeId;
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const ids = new Set<number>();
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for (const account of [
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...this.savingAccounts,
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...this.currentAccounts
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]) {
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const officeId = Number(account?.officeId);
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if (Number.isFinite(officeId) && officeId !== mine) {
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ids.add(officeId);
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}
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}
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return [...ids].sort((a, b) => a - b);
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}
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/** Green for an account at the signed-in user's branch; red for any other branch, a different shade for each. */
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branchChipClass(account: any): string {
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const officeId = Number(account?.officeId);
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if (officeId === this.myOfficeId) {
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return 'branch-chip branch-chip--mine';
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}
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const others = this.otherBranchIds();
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const rank = Math.max(others.indexOf(officeId), 0);
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const last = GeneralTabComponent.OTHER_BRANCH_SHADES - 1;
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// one other branch gets a mid red, several are spread from the lightest to the darkest
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const shade = others.length <= 1 ? 1 : Math.round((rank * last) / (others.length - 1));
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return `branch-chip branch-chip--other-${shade}`;
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}
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branchChipTitle(account: any): string {
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const parts = [account?.officeName];
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if (Number(account?.officeId) === this.myOfficeId) {
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parts.push('your branch');
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}
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if (this.isHomeBranch(account)) {
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parts.push('customer home branch');
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}
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return parts.join(' - ');
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}
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isHomeBranch(account: any): boolean {
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return this.clientOfficeId != null && Number(account?.officeId) === this.clientOfficeId;
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}
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/**
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* @param {ActivatedRoute} route Activated Route
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* @param {ClientsService} clientService Clients Service
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* @param {Router} router Router
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*/
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constructor() {
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// The customer's record is resolved on the parent route, not on this tab's own route data.
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this.route.parent?.data.subscribe((data: any) => {
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this.clientOfficeId = data?.clientViewData?.officeId ?? null;
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});
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this.route.data.subscribe(
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(data: { clientAccountsData: any; clientChargesData: any; clientSummary: any; clientCollateralData: any }) => {
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this.clientAccountData = data.clientAccountsData;
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