feat: add database export, welcome kit dialog, and DIP/sanctions updates

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

src/app/clients/clients-view/custom-dialogs/welcome-kit-dialog/welcome-kit-dialog.component.ts

@@ -12,12 +12,14 @@ import {
   MatDialogRef,
   MatDialogTitle,
   MatDialogContent,
-  MatDialogActions,
-  MatDialogClose
+  MatDialogActions
 } from '@angular/material/dialog';
 import { MatSnackBar } from '@angular/material/snack-bar';
 import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
+import { MatIcon } from '@angular/material/icon';
 import { ClientsService } from '../../../clients.service';
+import { SettingsService } from 'app/settings/settings.service';
+import { Dates } from 'app/core/utils/dates';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { DatePipe } from '@angular/common';
 import { jsPDF } from 'jspdf';
@@ -32,32 +34,79 @@ import autoTable from 'jspdf-autotable';
     MatDialogTitle,
     MatDialogContent,
     MatDialogActions,
-    MatDialogClose,
-    MatProgressSpinnerModule
+    MatProgressSpinnerModule,
+    MatIcon
   ],
   providers: [DatePipe]
 })
 export class WelcomeKitDialogComponent implements OnInit {
   private dialogRef = inject(MatDialogRef<WelcomeKitDialogComponent>);
-  data: { clientId: string } = inject(MAT_DIALOG_DATA);
+  data: {
+    clientId: string;
+    clientName?: string;
+    accountNo?: string;
+    cifNumber?: string;
+    mobileNo?: string;
+    emailAddress?: string;
+    officeName?: string;
+  } = inject(MAT_DIALOG_DATA);
   private clientsService = inject(ClientsService);
   private formBuilder = inject(FormBuilder);
   private snackBar = inject(MatSnackBar);
   private datePipe = inject(DatePipe);
+  private settingsService = inject(SettingsService);
+  private dateUtils = inject(Dates);
 
   isLoading = true;
+  /** Set once a dispatch or an outcome is saved, so the client view knows to reload on close. */
+  private hasChanges = false;
   welcomeKitsData: any = null;
+  /** Addresses captured for the client, each formatted for display and selection. */
+  addressChoices: { id: any; type: string; isActive: boolean; lines: string[]; oneLine: string }[] = [];
+  /** True once the address lookup has run, so the empty state only shows when there genuinely are none. */
+  addressesLoaded = false;
+  /** Dispatch whose outcome is being recorded, or null while the tracking list is shown. */
+  outcomeFor: any = null;
+  outcomeStatus: 'DELIVERED' | 'RETURNED' = 'DELIVERED';
+
+  maxDate = new Date();
+
   dispatchForm: FormGroup = this.formBuilder.group({
-    deliveryAddress: [
-      '',
+    // The kit goes to one of the addresses captured at client creation, never to a hand-typed one, so the
+    // dispatch record always traces back to an address the client actually gave.
+    addressId: [
+      null,
       Validators.required
     ],
     deliveryMode: [
       'POSTMAN',
       Validators.required
     ],
-    deliveryModeOtherText: ['']
+    deliveryModeOtherText: [''],
+    trackingId: [
+      '',
+      [
+        Validators.required,
+        Validators.maxLength(100)
+      ]
+    ],
+    dispatchedOnDate: [
+      new Date(),
+      Validators.required
+    ]
   });
+
+  outcomeForm: FormGroup = this.formBuilder.group({
+    outcomeDate: [
+      new Date(),
+      Validators.required
+    ],
+    remarks: [
+      '',
+      Validators.maxLength(500)
+    ]
+  });
+
   deliveryModes = [
     'POSTMAN',
     'COURIER',
@@ -76,7 +125,37 @@ export class WelcomeKitDialogComponent implements OnInit {
     });
   }
 
+  get clientName(): string {
+    return this.welcomeKitsData?.clientName || this.data.clientName || '';
+  }
+
+  /** The kit is a physical address check, so the outcome is phrased as verification rather than delivery. */
+  verificationLabel(status: string): string {
+    switch (status) {
+      case 'DELIVERED':
+        return 'Verified';
+      case 'RETURNED':
+        return 'Not Verified';
+      default:
+        return 'Awaiting Verification';
+    }
+  }
+
+  verificationHint(dispatch: any): string {
+    switch (dispatch?.status) {
+      case 'DELIVERED':
+        return 'Kit delivered, so the address stands verified.';
+      case 'RETURNED':
+        return 'Kit came back undelivered, so the address could not be verified.';
+      default:
+        return 'Check this tracking ID on the delivery partner’s website or app, then record the outcome below.';
+    }
+  }
+
   ngOnInit(): void {
+    this.maxDate = this.settingsService.businessDate;
+    this.dispatchForm.patchValue({ dispatchedOnDate: this.maxDate });
+    this.outcomeForm.patchValue({ outcomeDate: this.maxDate });
     this.fetchData();
   }
 
@@ -98,33 +177,77 @@ export class WelcomeKitDialogComponent implements OnInit {
     });
   }
 
+  /** Order the address types are offered in: a kit is posted to the correspondence address when one exists. */
+  private static readonly ADDRESS_TYPE_ORDER = [
+    'Correspondence',
+    'Current / Residential',
+    'Permanent Address',
+    'Office / Work'
+  ];
+
   fetchPrimaryAddress() {
     this.clientsService.getClientAddressData(this.data.clientId).subscribe({
       next: (addresses: any) => {
         this.isLoading = false;
-        if (addresses && addresses.length > 0) {
-          // Attempt to build a readable address from the first address returned
-          const primary = addresses[0];
-          const parts = [];
-          if (primary.addressLine1) parts.push(primary.addressLine1);
-          if (primary.addressLine2) parts.push(primary.addressLine2);
-          if (primary.city) parts.push(primary.city);
-          if (primary.stateName) parts.push(primary.stateName);
-          if (primary.postalCode) parts.push(primary.postalCode);
-          if (primary.countryName) parts.push(primary.countryName);
+        this.addressesLoaded = true;
 
-          const clientNameStr = this.welcomeKitsData?.clientName ? this.welcomeKitsData.clientName + ' — ' : '';
-          this.dispatchForm.patchValue({
-            deliveryAddress: clientNameStr + parts.join(', ')
+        const usable = (addresses || []).filter((a: any) => a && (a.addressLine1 || a.postalCode || a.city));
+        this.addressChoices = usable
+          .map((a: any) => {
+            const lines = [
+              a.addressLine1,
+              a.addressLine2,
+              a.addressLine3,
+              a.street,
+              a.townVillage,
+              a.city,
+              a.countyDistrict,
+              a.stateName || a.stateProvinceName,
+              a.postalCode,
+              a.countryName
+            ]
+              .map((part: any) => (part == null ? '' : String(part).trim()))
+              .filter((part: string) => part.length > 0);
+
+            return {
+              id: a.addressId ?? a.id,
+              type: a.addressType || 'Address',
+              isActive: a.isActive !== false,
+              lines,
+              oneLine: lines.join(', ')
+            };
+          })
+          .sort((x: any, y: any) => {
+            // Active addresses first, then by how suitable the type is for posting.
+            if (x.isActive !== y.isActive) return x.isActive ? -1 : 1;
+            const order = WelcomeKitDialogComponent.ADDRESS_TYPE_ORDER;
+            const xi = order.indexOf(x.type);
+            const yi = order.indexOf(y.type);
+            return (xi === -1 ? order.length : xi) - (yi === -1 ? order.length : yi);
           });
+
+        if (this.addressChoices.length > 0) {
+          this.dispatchForm.patchValue({ addressId: this.addressChoices[0].id });
         }
       },
       error: () => {
         this.isLoading = false;
+        this.addressesLoaded = true;
       }
     });
   }
 
+  /** The address the operator picked, or null before one is chosen. */
+  get selectedAddress() {
+    const id = this.dispatchForm.get('addressId')?.value;
+    return this.addressChoices.find((a) => a.id === id) || null;
+  }
+
+  /** Lines of the selected address, for the on-screen preview and the printed label. */
+  get addressLines(): string[] {
+    return this.selectedAddress?.lines || [];
+  }
+
   get activeDispatches() {
     if (this.welcomeKitsData && this.welcomeKitsData.dispatches && this.welcomeKitsData.dispatches.length > 0) {
       return this.welcomeKitsData.dispatches;
@@ -138,36 +261,104 @@ export class WelcomeKitDialogComponent implements OnInit {
       return;
     }
 
+    const chosen = this.selectedAddress;
+    if (!chosen) {
+      this.snackBar.open('Select the address the kit was posted to', 'Close', { duration: 3000 });
+      return;
+    }
+
     this.isLoading = true;
     const formValue = this.dispatchForm.value;
-
-    const today = new Date();
-    const formattedDate = this.datePipe.transform(today, 'dd MMMM yyyy');
+    const dateFormat = this.settingsService.dateFormat;
+    const locale = this.settingsService.language.code;
 
     const payload = {
-      deliveryAddress: formValue.deliveryAddress,
+      // Stored as text so the dispatch keeps the address exactly as it read on the day it went out, even if
+      // the client's address record is edited later.
+      deliveryAddress: `${chosen.type}: ${chosen.oneLine}`,
+      addressId: chosen.id,
       deliveryMode: formValue.deliveryMode,
       deliveryModeOtherText: formValue.deliveryMode === 'OTHER' ? formValue.deliveryModeOtherText : null,
-      dispatchedOnDate: formattedDate,
-      locale: 'en',
-      dateFormat: 'dd MMMM yyyy'
+      trackingId: (formValue.trackingId || '').trim(),
+      dispatchedOnDate: this.dateUtils.formatDate(formValue.dispatchedOnDate, dateFormat),
+      locale,
+      dateFormat
     };
 
     this.clientsService.dispatchWelcomeKit(this.data.clientId, payload).subscribe({
       next: () => {
-        this.snackBar.open('Welcome Kit Dispatched successfully', 'Close', { duration: 3000 });
+        this.hasChanges = true;
+        this.snackBar.open('Welcome Kit dispatched successfully', 'Close', { duration: 3000 });
         this.fetchData();
       },
-      error: () => {
+      error: (err: any) => {
         this.isLoading = false;
-        this.snackBar.open('Failed to dispatch welcome kit', 'Close', { duration: 3000 });
+        this.snackBar.open(this.errorMessage(err, 'Failed to dispatch welcome kit'), 'Close', { duration: 5000 });
       }
     });
   }
 
+  /** Opens the outcome form for a dispatch, pre-set to the outcome the operator clicked. */
+  startOutcome(dispatch: any, status: 'DELIVERED' | 'RETURNED') {
+    this.outcomeFor = dispatch;
+    this.outcomeStatus = status;
+    this.outcomeForm.reset({ outcomeDate: this.maxDate, remarks: '' });
+  }
+
+  cancelOutcome() {
+    this.outcomeFor = null;
+  }
+
+  /** Records what the operator found on the delivery partner's site: delivered verifies the address, returned does not. */
+  submitOutcome() {
+    if (this.outcomeForm.invalid || !this.outcomeFor) {
+      this.outcomeForm.markAllAsTouched();
+      return;
+    }
+
+    this.isLoading = true;
+    const formValue = this.outcomeForm.value;
+    const dateFormat = this.settingsService.dateFormat;
+    const locale = this.settingsService.language.code;
+
+    const payload = {
+      status: this.outcomeStatus,
+      outcomeDate: this.dateUtils.formatDate(formValue.outcomeDate, dateFormat),
+      remarks: (formValue.remarks || '').trim() || null,
+      locale,
+      dateFormat
+    };
+
+    this.clientsService.updateWelcomeKitStatus(this.outcomeFor.id, payload).subscribe({
+      next: () => {
+        this.hasChanges = true;
+        this.outcomeFor = null;
+        this.snackBar.open(
+          this.outcomeStatus === 'DELIVERED' ? 'Address marked as verified' : 'Address marked as not verified',
+          'Close',
+          { duration: 3000 }
+        );
+        this.fetchData();
+      },
+      error: (err: any) => {
+        this.isLoading = false;
+        this.snackBar.open(this.errorMessage(err, 'Failed to record the outcome'), 'Close', { duration: 5000 });
+      }
+    });
+  }
+
+  close() {
+    this.dialogRef.close(this.hasChanges);
+  }
+
+  /** Surfaces the backend's own message (duplicate tracking ID, inactive client) instead of a generic failure. */
+  private errorMessage(err: any, fallback: string): string {
+    return err?.error?.defaultUserMessage || err?.error?.errors?.[0]?.defaultUserMessage || fallback;
+  }
+
   getDisplayAddress(dispatch: any): string {
     const address = dispatch.deliveryAddress || '';
-    const name = this.welcomeKitsData?.clientName || '';
+    const name = this.clientName;
     if (name && !address.startsWith(name)) {
       return `${name} — ${address}`;
     }
@@ -185,6 +376,9 @@ export class WelcomeKitDialogComponent implements OnInit {
     const trackingId = dispatch.trackingId || 'N/A';
     const status = dispatch.status || 'N/A';
     const dispatchedOn = this.datePipe.transform(dispatch.dispatchedOnDate, 'mediumDate') || 'N/A';
+    const verification = this.verificationLabel(dispatch.status);
+    const outcomeOn =
+      this.datePipe.transform(dispatch.deliveredOnDate || dispatch.returnedOnDate, 'mediumDate') || 'Awaited';
 
     const primaryColor: [number, number, number] = [
       31,
@@ -307,6 +501,14 @@ export class WelcomeKitDialogComponent implements OnInit {
         [
           'Dispatched On',
           dispatchedOn
+        ],
+        [
+          'Address Verification',
+          verification
+        ],
+        [
+          'Outcome Recorded On',
+          outcomeOn
         ]
       ]
     });
@@ -344,4 +546,192 @@ export class WelcomeKitDialogComponent implements OnInit {
 
     doc.save(`WelcomeKit_Dispatch_${trackingId !== 'N/A' ? trackingId : new Date().getTime()}.pdf`);
   }
+
+  /**
+   * Address label for the envelope. It is printed before the kit is posted — off the live form for a new
+   * dispatch, or off a saved record — so the operator can fold it into a window envelope and hand it over the
+   * counter. Layout is a single A4 sheet: the addressee block sits inside the window cut-out zone, and the
+   * welcome message sits below the fold where it stays hidden until the envelope is opened.
+   */
+  downloadAddressLabel(dispatch?: any) {
+    const doc = new jsPDF();
+    const pageWidth = doc.internal.pageSize.getWidth();
+
+    const primaryColor: [number, number, number] = [
+      31,
+      73,
+      125
+    ];
+    const grayColor: [number, number, number] = [
+      110,
+      110,
+      110
+    ];
+    const lineColor: [number, number, number] = [
+      205,
+      212,
+      222
+    ];
+
+    const name = this.clientName || 'Client';
+    // A saved dispatch keeps the address it actually went out with; a new one uses the address currently
+    // selected in the form. The saved value carries a "Type: " prefix that belongs on the record, not the envelope.
+    const addressLines = dispatch
+      ? String(dispatch.deliveryAddress || '')
+          .replace(/^[^:]+:\s*/, '')
+          .split(',')
+          .map((part: string) => part.trim())
+          .filter((part: string) => part.length > 0)
+      : this.addressLines;
+
+    // --- Sender block, top-left, as the return address ---
+    doc.setFillColor(...primaryColor);
+    doc.rect(0, 0, pageWidth, 26, 'F');
+    doc.setFontSize(17);
+    doc.setFont('helvetica', 'bold');
+    doc.setTextColor(255, 255, 255);
+    doc.text('CBSNexora', 18, 14);
+    doc.setFontSize(9);
+    doc.setFont('helvetica', 'normal');
+    doc.text('Core Banking Solution', 18, 20);
+
+    doc.setFontSize(7.5);
+    doc.setTextColor(...grayColor);
+    doc.setFont('helvetica', 'bold');
+    doc.text('FROM', 22, 37);
+    doc.setFont('helvetica', 'normal');
+    doc.setFontSize(8.5);
+    doc.setTextColor(95, 100, 110);
+    let fromY = 42.5;
+    const branch = this.data.officeName ? `CBSNexora — ${this.data.officeName}` : 'CBSNexora';
+    [
+      branch,
+      'Customer Service Desk  |  support@cbsnexora.com  |  1800-000-0000'
+    ].forEach((line) => {
+      doc.text(line, 22, fromY);
+      fromY += 4.6;
+    });
+
+    // --- Addressee card: name, address and the client's reference details in one block, sized so the whole
+    //     card sits behind a standard window cut-out ---
+    const cardX = 22;
+    const cardY = 60;
+    const cardW = pageWidth - 44;
+    const padX = cardX + 9;
+
+    const refs: string[] = [];
+    if (this.data.accountNo) refs.push(`Account No.  ${this.data.accountNo}`);
+    if (this.data.cifNumber) refs.push(`CIF  ${this.data.cifNumber}`);
+    if (this.data.mobileNo) refs.push(`Mobile  ${this.data.mobileNo}`);
+    if (this.data.emailAddress) refs.push(`Email  ${this.data.emailAddress}`);
+    if (dispatch?.trackingId) refs.push(`Tracking ID  ${dispatch.trackingId}`);
+
+    // Height is measured off the same offsets the text below uses, so the card closes a fixed margin under the
+    // last line instead of leaving a gap that grows with a short address.
+    const addrStartY = 27;
+    const addrEndY = addrStartY + (addressLines.length - 1) * 6.4;
+    const cardH = refs.length > 0 ? addrEndY + 5 + refs.length * 5 + 4 : addrEndY + 9;
+
+    doc.setFillColor(252, 253, 255);
+    doc.setDrawColor(...lineColor);
+    doc.setLineWidth(0.3);
+    doc.roundedRect(cardX, cardY, cardW, cardH, 2, 2, 'FD');
+
+    // Accent spine marks the addressee edge without boxing the text in.
+    doc.setFillColor(...primaryColor);
+    doc.rect(cardX, cardY + 1, 1.6, cardH - 2, 'F');
+
+    doc.setFontSize(7);
+    doc.setTextColor(...grayColor);
+    doc.text('ALIGN THIS BLOCK WITH THE ENVELOPE WINDOW', cardX, cardY - 3.5);
+
+    doc.setFontSize(7.5);
+    doc.setFont('helvetica', 'bold');
+    doc.setTextColor(...primaryColor);
+    doc.text('TO', padX, cardY + 10);
+
+    doc.setFontSize(14);
+    doc.setFont('helvetica', 'bold');
+    doc.setTextColor(20, 20, 20);
+    doc.text(name, padX, cardY + 19);
+
+    doc.setFontSize(11);
+    doc.setFont('helvetica', 'normal');
+    doc.setTextColor(45, 45, 45);
+    let addrY = cardY + addrStartY;
+    addressLines.forEach((line: string) => {
+      doc.text(line, padX, addrY);
+      addrY += 6.4;
+    });
+
+    // Reference details close the same card, separated by a hairline rather than a second frame.
+    if (refs.length > 0) {
+      const dividerY = cardY + addrEndY + 5;
+      doc.setDrawColor(...lineColor);
+      doc.setLineWidth(0.2);
+      doc.line(padX, dividerY, cardX + cardW - 9, dividerY);
+
+      doc.setFontSize(8.5);
+      doc.setTextColor(...grayColor);
+      let refY = dividerY + 5;
+      refs.forEach((line) => {
+        doc.text(line, padX, refY);
+        refY += 5;
+      });
+    }
+
+    // --- Fold line: hairline broken around a centred label, so it guides the fold without competing with
+    //     the address block above it ---
+    const foldY = cardY + cardH + 22;
+    const foldGap = 12;
+    doc.setDrawColor(226, 230, 236);
+    doc.setLineWidth(0.15);
+    doc.setLineDashPattern(
+      [
+        1,
+        2.5
+      ],
+      0
+    );
+    doc.line(30, foldY, pageWidth / 2 - foldGap, foldY);
+    doc.line(pageWidth / 2 + foldGap, foldY, pageWidth - 30, foldY);
+    doc.setLineDashPattern([], 0);
+    doc.setFontSize(6.5);
+    doc.setTextColor(178, 184, 194);
+    doc.text('FOLD', pageWidth / 2, foldY + 1.6, { align: 'center' });
+
+    // --- Welcome message, below the fold ---
+    let msgY = foldY + 14;
+    doc.setFontSize(14);
+    doc.setFont('helvetica', 'bold');
+    doc.setTextColor(...primaryColor);
+    doc.text('Welcome to CBSNexora', 22, msgY);
+    msgY += 10;
+
+    doc.setFontSize(10.5);
+    doc.setFont('helvetica', 'normal');
+    doc.setTextColor(40, 40, 40);
+    doc.text(`Dear ${name},`, 22, msgY);
+    msgY += 8;
+
+    const body = [
+      'Thank you for opening your account with us. Enclosed is your Welcome Kit containing your account documentation and the essential materials you need to start banking with us.',
+      'Please keep your account number and CIF safe, and do not share your banking credentials with anyone. Our staff will never ask you for your PIN, password or OTP.',
+      'If anything in this kit is missing or incorrect, contact your branch or call our customer service desk and we will put it right.'
+    ];
+    body.forEach((paragraph) => {
+      const lines = doc.splitTextToSize(paragraph, pageWidth - 44);
+      doc.text(lines, 22, msgY);
+      msgY += lines.length * 5.6 + 5;
+    });
+
+    msgY += 4;
+    doc.text('Warm regards,', 22, msgY);
+    msgY += 6;
+    doc.setFont('helvetica', 'bold');
+    doc.text('CBSNexora Operations Team', 22, msgY);
+
+    const stamp = this.datePipe.transform(new Date(), 'yyyyMMdd-HHmmss');
+    doc.save(`WelcomeKit_Label_${this.data.accountNo || this.data.clientId}_${stamp}.pdf`);
+  }
 }