feat: client actions (assign/unassign staff) (#1067)

Fixes: #1066

src/app/clients/clients-routing.module.ts

@@ -19,6 +19,7 @@ import { NotesTabComponent } from './clients-view/notes-tab/notes-tab.component'
 import { DocumentsTabComponent } from './clients-view/documents-tab/documents-tab.component';
 import { DatatableTabComponent } from './clients-view/datatable-tab/datatable-tab.component';
 import { AddressTabComponent } from './clients-view/address-tab/address-tab.component';
+import { ClientActionsComponent } from './clients-view/client-actions/client-actions.component';
 
 /** Custom Resolvers */
 import { ClientViewResolver } from './common-resolvers/client-view.resolver';
@@ -39,6 +40,7 @@ import { ClientAddressFieldConfigurationResolver } from './common-resolvers/clie
 import { ClientAddressTemplateResolver } from './common-resolvers/client-address-template.resolver';
 import { ChargesOverviewComponent } from './clients-view/charges-overview/charges-overview.component';
 import { ClientChargeOverviewResolver } from './clients-view/charges-overview/charge-overview.resolver';
+import { ClientActionsResolver } from './common-resolvers/client-actions.resolver';
 
 const routes: Routes = [
   Route.withShell([{
@@ -168,6 +170,14 @@ const routes: Routes = [
         path: ':clientId',
         data: { title: extract('Clients View'), routeParamBreadcrumb: 'clientId' },
         children: [
+          {
+            path: 'actions/:name',
+            data: { title: extract('Client Actions'), routeParamBreadcrumb: 'name' },
+            component: ClientActionsComponent,
+            resolve: {
+              clientActionData: ClientActionsResolver
+            }
+          },
           {
             path: 'loans',
             data: { title: extract('Loans'), breadcrumb: 'loans', routeParamBreadcrumb: false },
@@ -216,7 +226,8 @@ const routes: Routes = [
     ClientIdentifierTemplateResolver,
     ClientAddressFieldConfigurationResolver,
     ClientAddressTemplateResolver,
-    ClientChargeOverviewResolver
+    ClientChargeOverviewResolver,
+    ClientActionsResolver
   ]
 })
 export class ClientsRoutingModule { }

src/app/clients/clients-view/client-actions/client-actions.component.html

@@ -0,0 +1 @@
+<mifosx-client-assign-staff *ngIf="actions['Assign Staff']"></mifosx-client-assign-staff>

src/app/clients/clients-view/client-actions/client-actions.component.spec.ts

@@ -0,0 +1,25 @@
+import { async, ComponentFixture, TestBed } from '@angular/core/testing';
+
+import { ClientActionsComponent } from './client-actions.component';
+
+describe('ClientActionsComponent', () => {
+  let component: ClientActionsComponent;
+  let fixture: ComponentFixture<ClientActionsComponent>;
+
+  beforeEach(async(() => {
+    TestBed.configureTestingModule({
+      declarations: [ ClientActionsComponent ]
+    })
+    .compileComponents();
+  }));
+
+  beforeEach(() => {
+    fixture = TestBed.createComponent(ClientActionsComponent);
+    component = fixture.componentInstance;
+    fixture.detectChanges();
+  });
+
+  it('should create', () => {
+    expect(component).toBeTruthy();
+  });
+});

src/app/clients/clients-view/client-actions/client-actions.component.ts

@@ -0,0 +1,33 @@
+/** Angular Imports */
+import { Component } from '@angular/core';
+import { ActivatedRoute, Router } from '@angular/router';
+
+/**
+ * Client actions component.
+ */
+@Component({
+  selector: 'mifosx-client-actions',
+  templateUrl: './client-actions.component.html',
+  styleUrls: ['./client-actions.component.scss']
+})
+export class ClientActionsComponent {
+
+  /** Flag object to store possible actions and render appropriate UI to the user */
+  actions: {
+    'Assign Staff': boolean
+  } = {
+    'Assign Staff': false,
+  };
+
+  /**
+   * @param {ActivatedRoute} route Activated Route
+   * @param {Router} router Router
+   */
+  constructor(private route: ActivatedRoute,
+              private router: Router) {
+    this.router.routeReuseStrategy.shouldReuseRoute = () => false;
+    const name = this.route.snapshot.params['name'];
+    this.actions[name] = true;
+  }
+
+}

src/app/clients/clients-view/client-actions/client-assign-staff/client-assign-staff.component.html

@@ -0,0 +1,36 @@
+<div class="container">
+
+  <mat-card>
+
+    <form [formGroup]="clientAssignStaffForm" (ngSubmit)="submit()">
+
+      <mat-card-content>
+
+        <div fxLayout="column">
+
+          <mat-form-field fxFlex="48%">
+            <mat-label>Staff</mat-label>
+            <mat-select formControlName="staffId">
+              <mat-option *ngFor="let staff of staffData" [value]="staff.id">
+                {{ staff.displayName }}
+              </mat-option>
+            </mat-select>
+            <mat-error *ngIf="clientAssignStaffForm.controls.staffId.hasError('required')">
+              Staff is <strong>required</strong>
+            </mat-error>
+          </mat-form-field>
+
+        </div>
+
+      </mat-card-content>
+
+      <mat-card-actions fxLayout="row" fxLayout.xs="column" fxLayoutAlign="center" fxLayoutGap="5px">
+        <button type="button" mat-raised-button [routerLink]="['../../']">Cancel</button>
+        <button mat-raised-button color="primary" [disabled]="!clientAssignStaffForm.valid">Confirm</button>
+      </mat-card-actions>
+
+    </form>
+
+  </mat-card>
+
+</div>

src/app/clients/clients-view/client-actions/client-assign-staff/client-assign-staff.component.scss

@@ -0,0 +1,3 @@
+.container {
+  max-width: 37rem;
+}

src/app/clients/clients-view/client-actions/client-assign-staff/client-assign-staff.component.spec.ts

@@ -0,0 +1,25 @@
+import { async, ComponentFixture, TestBed } from '@angular/core/testing';
+
+import { ClientAssignStaffComponent } from './client-assign-staff.component';
+
+describe('ClientAssignStaffComponent', () => {
+  let component: ClientAssignStaffComponent;
+  let fixture: ComponentFixture<ClientAssignStaffComponent>;
+
+  beforeEach(async(() => {
+    TestBed.configureTestingModule({
+      declarations: [ ClientAssignStaffComponent ]
+    })
+    .compileComponents();
+  }));
+
+  beforeEach(() => {
+    fixture = TestBed.createComponent(ClientAssignStaffComponent);
+    component = fixture.componentInstance;
+    fixture.detectChanges();
+  });
+
+  it('should create', () => {
+    expect(component).toBeTruthy();
+  });
+});

src/app/clients/clients-view/client-actions/client-assign-staff/client-assign-staff.component.ts

@@ -0,0 +1,69 @@
+/** Angular Imports */
+import { Component, OnInit } from '@angular/core';
+import { FormGroup, FormBuilder } from '@angular/forms';
+import { ActivatedRoute, Router } from '@angular/router';
+
+/** Custom Services */
+import { ClientsService } from 'app/clients/clients.service';
+
+/**
+ * Clients Assign Staff Component
+ */
+@Component({
+  selector: 'mifosx-client-assign-staff',
+  templateUrl: './client-assign-staff.component.html',
+  styleUrls: ['./client-assign-staff.component.scss']
+})
+export class ClientAssignStaffComponent implements OnInit {
+
+  /** Client Assign Staff form. */
+  clientAssignStaffForm: FormGroup;
+  /** Field Officer Data */
+  staffData: any;
+  /** Client Data */
+  clientData: any;
+
+  /**
+   * Fetches Client Action Data from `resolve`
+   * @param {FormBuilder} formBuilder Form Builder
+   * @param {SavingsService} savingsService Savings Service
+   * @param {ActivatedRoute} route Activated Route
+   * @param {Router} router Router
+   */
+  constructor(private formBuilder: FormBuilder,
+              private clientsService: ClientsService,
+              private route: ActivatedRoute,
+              private router: Router) {
+    this.route.data.subscribe((data: { clientActionData: any }) => {
+      this.clientData = data.clientActionData;
+    });
+  }
+
+  /**
+   * Creates the client assign staff form.
+   */
+  ngOnInit() {
+    this.staffData = this.clientData.staffOptions;
+    this.createClientAssignStaffForm();
+  }
+
+  /**
+   * Creates the client assign staff form.
+   */
+  createClientAssignStaffForm() {
+    this.clientAssignStaffForm = this.formBuilder.group({
+      'staffId': ['']
+    });
+  }
+
+  /**
+   * Submits the form and assigns staff for the client.
+   */
+  submit() {
+    this.clientsService.executeClientCommand(this.clientData.id, 'assignStaff', this.clientAssignStaffForm.value)
+      .subscribe(() => {
+        this.router.navigate(['../../'], { relativeTo: this.route });
+      });
+  }
+
+}

src/app/clients/clients-view/clients-view.component.html

@@ -17,7 +17,7 @@
         <mat-card-subtitle>
           <p>
             Client #:{{clientViewData.accountNo}} | External
-            Id: {{clientViewData.externalId}} | Staff:{{clientViewData.staffName}}<br />
+            Id: {{clientViewData.externalId}} | Staff:{{clientViewData.staffName || 'Unassigned'}}<br />
             Activation Date :
             {{(clientViewData.activationDate)?(clientViewData.activationDate|date) :'Not Activated'}}<br />
             Member Of : <span *ngFor="let group of clientViewData.groups">
@@ -40,7 +40,8 @@
         <button mat-menu-item [routerLink]="['sharesaccounts', 'create-shares-account']">New Share Account</button>
         <button mat-menu-item [routerLink]="['recurringdeposits', 'create-recurring-deposits-account']">New Recurring Deposit Account</button>
         <button mat-menu-item [routerLink]="['fixed-deposits-accounts', 'create-fixed-deposit-account']">New Fixed Deposits Account</button>
-        <button mat-menu-item>Item 2</button>
+        <span *ngIf="!clientViewData.staffId"><button mat-menu-item (click)="doAction('Assign Staff')">Assign Staff</button></span>
+        <span *ngIf="clientViewData.staffId"><button mat-menu-item (click)="doAction('Unassign Staff')">Unassign Staff</button></span>
       </mat-menu>
     </mat-card-actions>
   </mat-card-header>

src/app/clients/clients-view/clients-view.component.ts

@@ -1,24 +1,32 @@
 /** Angular Imports */
 import { Component, OnInit } from '@angular/core';
-import { ActivatedRoute } from '@angular/router';
+import { ActivatedRoute, Router } from '@angular/router';
 import { DomSanitizer } from '@angular/platform-browser';
+import { MatDialog } from '@angular/material';
+
+/** Custom Dialogs */
+import { UnassignStaffDialogComponent } from './custom-dialogs/unassign-staff-dialog/unassign-staff-dialog.component';
 
 /** Custom Services */
 import { ClientsService } from '../clients.service';
+
 @Component({
   selector: 'mifosx-clients-view',
   templateUrl: './clients-view.component.html',
   styleUrls: ['./clients-view.component.scss']
 })
 export class ClientsViewComponent implements OnInit {
+
   clientViewData: any;
   clientDatatables: any;
   clientImage: any;
   clientTemplateData: any;
 
   constructor(private route: ActivatedRoute,
-    private clientsService: ClientsService,
+              private router: Router,
-    private _sanitizer: DomSanitizer) {
+              private clientsService: ClientsService,
+              private _sanitizer: DomSanitizer,
+              public dialog: MatDialog) {
     this.route.data.subscribe((data: {
       clientViewData: any,
       clientTemplateData: any,
@@ -35,4 +43,46 @@ export class ClientsViewComponent implements OnInit {
       this.clientImage = this._sanitizer.bypassSecurityTrustResourceUrl(base64Image);
     });
   }
+
+  /**
+   * Performs action button/option action.
+   * @param {string} name action name.
+   */
+  doAction(name: string) {
+    switch (name) {
+      case 'Assign Staff':
+        this.router.navigate([`actions/${name}`], { relativeTo: this.route });
+        break;
+       case 'Unassign Staff':
+        this.unassignStaff();
+        break;
+    }
+  }
+
+
+  /**
+   * Refetches data for the component
+   * TODO: Replace by a custom reload component instead of hard-coded back-routing.
+   */
+  reload() {
+    const url: string = this.router.url;
+    this.router.navigateByUrl(`/clients`, {skipLocationChange: true})
+      .then(() => this.router.navigate([url]));
+  }
+
+  /**
+   * Unassign's the group's staff.
+   */
+  private unassignStaff() {
+    const unAssignStaffDialogRef = this.dialog.open(UnassignStaffDialogComponent);
+    unAssignStaffDialogRef.afterClosed().subscribe((response: { confirm: any }) => {
+      if (response.confirm) {
+        this.clientsService.executeClientCommand(this.clientViewData.id, 'unassignStaff', { staffId: this.clientViewData.staffId })
+          .subscribe(() => {
+            this.reload();
+          });
+      }
+    });
+  }
+
 }

src/app/clients/clients-view/custom-dialogs/unassign-staff-dialog/unassign-staff-dialog.component.html

@@ -0,0 +1,8 @@
+<h1 mat-dialog-title>Unassign Staff</h1>
+<div mat-dialog-content>
+  <p>Are you sure you want to unassign staff for this client ?</p>
+</div>
+<mat-dialog-actions align="end">
+  <button mat-raised-button mat-dialog-close>Cancel</button>
+  <button mat-raised-button color="warn" [mat-dialog-close]="{ confirm: true }">Confirm</button>
+</mat-dialog-actions>

src/app/clients/clients-view/custom-dialogs/unassign-staff-dialog/unassign-staff-dialog.component.spec.ts

@@ -0,0 +1,25 @@
+import { async, ComponentFixture, TestBed } from '@angular/core/testing';
+
+import { UnassignStaffDialogComponent } from './unassign-staff-dialog.component';
+
+describe('UnassignStaffDialogComponent', () => {
+  let component: UnassignStaffDialogComponent;
+  let fixture: ComponentFixture<UnassignStaffDialogComponent>;
+
+  beforeEach(async(() => {
+    TestBed.configureTestingModule({
+      declarations: [ UnassignStaffDialogComponent ]
+    })
+    .compileComponents();
+  }));
+
+  beforeEach(() => {
+    fixture = TestBed.createComponent(UnassignStaffDialogComponent);
+    component = fixture.componentInstance;
+    fixture.detectChanges();
+  });
+
+  it('should create', () => {
+    expect(component).toBeTruthy();
+  });
+});

src/app/clients/clients-view/custom-dialogs/unassign-staff-dialog/unassign-staff-dialog.component.ts

@@ -0,0 +1,20 @@
+/** Angular Imports */
+import { Component, Inject } from '@angular/core';
+import { MatDialogRef, MAT_DIALOG_DATA } from '@angular/material';
+
+/**
+ * Unassign staff dialog component.
+ */
+@Component({
+  selector: 'mifosx-unassign-staff-dialog',
+  templateUrl: './unassign-staff-dialog.component.html',
+  styleUrls: ['./unassign-staff-dialog.component.scss']
+})
+export class UnassignStaffDialogComponent {
+
+  /**
+   * @param {MatDialogRef} dialogRef Component reference to dialog.
+   */
+  constructor(public dialogRef: MatDialogRef<UnassignStaffDialogComponent>) { }
+
+}

src/app/clients/clients-view/documents-tab/documents-tab.component.ts

@@ -7,7 +7,7 @@ import { MatDialog } from '@angular/material';
 import { ClientsService } from '../../clients.service';
 
 /** Custom Components */
-import { UploadDocumentDialogComponent } from '../upload-document-dialog/upload-document-dialog.component';
+import { UploadDocumentDialogComponent } from '../custom-dialogs/upload-document-dialog/upload-document-dialog.component';
 import { DeleteDialogComponent } from '../../../shared/delete-dialog/delete-dialog.component';
 
 

src/app/clients/clients-view/identities-tab/identities-tab.component.ts

@@ -7,7 +7,7 @@ import { InputBase } from 'app/shared/form-dialog/formfield/model/input-base';
 import { SelectBase } from 'app/shared/form-dialog/formfield/model/select-base';
 
 /** Custom Components */
-import { UploadDocumentDialogComponent } from '../upload-document-dialog/upload-document-dialog.component';
+import { UploadDocumentDialogComponent } from '../custom-dialogs/upload-document-dialog/upload-document-dialog.component';
 import { DeleteDialogComponent } from '../../../shared/delete-dialog/delete-dialog.component';
 import { FormDialogComponent } from 'app/shared/form-dialog/form-dialog.component';
 

src/app/clients/clients-view/notes-tab/notes-tab.component.ts

@@ -8,7 +8,7 @@ import { DeleteDialogComponent } from '../../../shared/delete-dialog/delete-dial
 
 /** Custom Services */
 import { ClientsService } from '../../clients.service';
-import { EditNotesDialogComponent } from '../edit-notes-dialog/edit-notes-dialog.component';
+import { EditNotesDialogComponent } from '../custom-dialogs/edit-notes-dialog/edit-notes-dialog.component';
 
 @Component({
   selector: 'mifosx-notes-tab',

src/app/clients/clients.module.ts

@@ -16,15 +16,18 @@ import { FamilyMembersTabComponent } from './clients-view/family-members-tab/fam
 import { AddFamilyMemberComponent } from './clients-view/family-members-tab/add-family-member/add-family-member.component';
 import { EditFamilyMemberComponent } from './clients-view/family-members-tab/edit-family-member/edit-family-member.component';
 import { IdentitiesTabComponent } from './clients-view/identities-tab/identities-tab.component';
-import { UploadDocumentDialogComponent } from './clients-view/upload-document-dialog/upload-document-dialog.component';
+import { UploadDocumentDialogComponent } from './clients-view/custom-dialogs/upload-document-dialog/upload-document-dialog.component';
 import { NotesTabComponent } from './clients-view/notes-tab/notes-tab.component';
-import { EditNotesDialogComponent } from './clients-view/edit-notes-dialog/edit-notes-dialog.component';
+import { EditNotesDialogComponent } from './clients-view/custom-dialogs/edit-notes-dialog/edit-notes-dialog.component';
 import { DocumentsTabComponent } from './clients-view/documents-tab/documents-tab.component';
 import { DatatableTabComponent } from './clients-view/datatable-tab/datatable-tab.component';
 import { MultiRowComponent } from './clients-view/datatable-tab/multi-row/multi-row.component';
 import { SingleRowComponent } from './clients-view/datatable-tab/single-row/single-row.component';
 import { AddressTabComponent } from './clients-view/address-tab/address-tab.component';
 import { ChargesOverviewComponent } from './clients-view/charges-overview/charges-overview.component';
+import { ClientActionsComponent } from './clients-view/client-actions/client-actions.component';
+import { ClientAssignStaffComponent } from './clients-view/client-actions/client-assign-staff/client-assign-staff.component';
+import { UnassignStaffDialogComponent } from './clients-view/custom-dialogs/unassign-staff-dialog/unassign-staff-dialog.component';
 
 
 /**
@@ -55,11 +58,15 @@ import { ChargesOverviewComponent } from './clients-view/charges-overview/charge
     MultiRowComponent,
     SingleRowComponent,
     AddressTabComponent,
-    ChargesOverviewComponent
+    ChargesOverviewComponent,
+    ClientActionsComponent,
+    ClientAssignStaffComponent,
+    UnassignStaffDialogComponent
   ],
   entryComponents: [
     UploadDocumentDialogComponent,
-    EditNotesDialogComponent
+    EditNotesDialogComponent,
+    UnassignStaffDialogComponent
   ],
   providers: [DatePipe]
 

src/app/clients/clients.service.ts

@@ -45,6 +45,13 @@ export class ClientsService {
     return this.http.get(`/clients/${clientId}`);
   }
 
+  getClientDataAndTemplate(clientId: string) {
+    const httpParams = new HttpParams()
+        .set('template', 'true')
+        .set('staffInSelectedOfficeOnly', 'true');
+    return this.http.get(`/clients/${clientId}`, { params: httpParams });
+  }
+
   getClientDatatables() {
     const httpParams = new HttpParams().set('apptable', 'm_client');
     return this.http.get(`/datatables`, { params: httpParams });
@@ -205,4 +212,10 @@ export class ClientsService {
   editClientAddress(clientId: string, addressTypeId: string, addressData: any) {
     return this.http.put(`/client/${clientId}/addresses?type=${addressTypeId}`, addressData);
   }
+
+  executeClientCommand(clientId: string, command: string, data: any): Observable<any> {
+    const httpParams = new HttpParams().set('command', command);
+    return this.http.post(`/clients/${clientId}`, data, { params: httpParams });
+  }
+
 }

src/app/clients/common-resolvers/client-actions.resolver.ts

@@ -0,0 +1,38 @@
+/** Angular Imports */
+import { Injectable } from '@angular/core';
+import { Resolve, ActivatedRouteSnapshot } from '@angular/router';
+
+/** rxjs Imports */
+import { Observable } from 'rxjs';
+
+/** Custom Services */
+import { ClientsService } from '../clients.service';
+
+/**
+ * Client Actions data resolver.
+ */
+@Injectable()
+export class ClientActionsResolver implements Resolve<Object> {
+
+  /**
+   * @param {ClientsService} clientsService Clients service.
+   */
+  constructor(private clientsService: ClientsService) { }
+
+  /**
+   * Returns the clients actions data.
+   * @param {ActivatedRouteSnapshot} route Route Snapshot
+   * @returns {Observable<any>}
+   */
+  resolve(route: ActivatedRouteSnapshot): Observable<any> {
+    const actionName = route.paramMap.get('name');
+    const clientId = route.paramMap.get('clientId') || route.parent.parent.paramMap.get('clientId');
+    switch (actionName) {
+      case 'Assign Staff':
+        return this.clientsService.getClientDataAndTemplate(clientId);
+      default:
+        return undefined;
+    }
+  }
+
+}