feat: non-individual entity UI improvements — hide individual-only sections, fix legal form display, send extended fields to API
- Hide Family Members tab/section for non-individual entities in client view, create flow, and preview - Hide Financial & Classification section for non-individual entities in personal data and preview - Fix legal form column in clients list — fetch legalForm from client API for correct display - Add person/business icon before client name in list rows - Remove unsupportedNpd filter — send authorizedSignatory, additionalInfo, dateOfRegistration to API - Add registration number format hint (mat-hint) based on constitution type - Add spacing between verification row and constitution type dropdowns - Reduce table cell padding and prevent action buttons from being clipped - Add missing MPL-2.0 license headers Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
ab01111424
commit
b890d24bb7
@@ -15,18 +15,25 @@ import { ClientsService } from '../clients.service';
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/** Custom Components */
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import { ClientGeneralStepComponent } from '../client-stepper/client-general-step/client-general-step.component';
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import { ClientFamilyMembersStepComponent } from '../client-stepper/client-family-members-step/client-family-members-step.component';
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import { ClientAddressStepComponent } from '../client-stepper/client-address-step/client-address-step.component';
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import { ClientIndiaAddressStepComponent } from '../client-stepper/client-india-address-step/client-india-address-step.component';
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import { ClientEntityKycStepComponent } from '../client-stepper/client-entity-kyc-step/client-entity-kyc-step.component';
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import { ClientDatatableStepComponent } from '../client-stepper/client-datatable-step/client-datatable-step.component';
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import { ClientKycStepComponent } from '../client-stepper/client-kyc-step/client-kyc-step.component';
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import { ClientPreviewStepComponent } from '../client-stepper/client-preview-step/client-preview-step.component';
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import { ClientFamilyMembersStepComponent } from '../client-stepper/client-family-members-step/client-family-members-step.component';
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/** Custom Services */
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import { SettingsService } from 'app/settings/settings.service';
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import { MatTabsModule } from '@angular/material/tabs';
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import { MatIconModule } from '@angular/material/icon';
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import { MatIconModule, MatIcon } from '@angular/material/icon';
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import { MatDivider } from '@angular/material/divider';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { MatProgressSpinner } from '@angular/material/progress-spinner';
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import { MatProgressBarModule } from '@angular/material/progress-bar';
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import { MatDialog, MAT_DIALOG_DATA, MatDialogClose } from '@angular/material/dialog';
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import { MatTooltip } from '@angular/material/tooltip';
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import { Inject } from '@angular/core';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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/**
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@@ -42,12 +49,17 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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MatIconModule,
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MatDivider,
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FaIconComponent,
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MatProgressSpinner,
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ClientGeneralStepComponent,
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ClientFamilyMembersStepComponent,
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ClientAddressStepComponent,
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ClientIndiaAddressStepComponent,
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ClientEntityKycStepComponent,
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ClientDatatableStepComponent,
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ClientKycStepComponent,
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ClientPreviewStepComponent
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ClientPreviewStepComponent,
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ClientFamilyMembersStepComponent,
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MatProgressBarModule,
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MatTooltip
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]
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})
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export class CreateClientComponent {
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@@ -55,16 +67,26 @@ export class CreateClientComponent {
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private router = inject(Router);
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private clientsService = inject(ClientsService);
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private settingsService = inject(SettingsService);
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private dialog = inject(MatDialog);
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@ViewChild(ClientGeneralStepComponent) clientGeneralStep: ClientGeneralStepComponent;
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@ViewChild('clientFamily') clientFamilyMembersStep: ClientFamilyMembersStepComponent;
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@ViewChild('clientAddress') clientAddressStep: ClientAddressStepComponent;
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@ViewChild('clientIndiaAddress') clientIndiaAddressStep: ClientIndiaAddressStepComponent;
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@ViewChild('clientEntityKyc') clientEntityKycStep: ClientEntityKycStepComponent;
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@ViewChild('clientKyc') clientKycStep: ClientKycStepComponent;
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@ViewChild('clientFamilyMembers') clientFamilyMembersStep: ClientFamilyMembersStepComponent;
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@ViewChildren('dtclient') clientDatatables: QueryList<ClientDatatableStepComponent>;
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datatables: any = [];
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legalFormType = 1;
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selectedTabIndex = 0;
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createdClientId = '';
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savingClient = false;
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/** Track which tabs are in edit mode (false/undefined = read-only for completed tabs) */
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tabEditMode: Record<number, boolean> = {};
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/** Highest tab index reached — tabs below this show read-only when navigated back */
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highestTabReached = 0;
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/** Client Template */
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clientTemplate: any;
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@@ -86,15 +108,40 @@ export class CreateClientComponent {
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});
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}
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/** Check if a tab is in read-only mode (completed tab navigated back to) */
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isTabReadOnly(tabIndex: number): boolean {
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// Only tabs that have been passed (below highest reached) AND not explicitly set to edit mode
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return tabIndex < this.highestTabReached && !this.tabEditMode[tabIndex];
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}
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/** Enable editing for a specific tab */
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enableTabEdit(tabIndex: number): void {
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this.tabEditMode[tabIndex] = true;
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}
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/** Cancel editing — revert tab back to read-only */
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cancelTabEdit(tabIndex: number): void {
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this.tabEditMode[tabIndex] = false;
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}
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get clientGeneralForm() {
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return this.clientGeneralStep?.createClientForm;
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}
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/** Total tab count: Individual has Family tab, Non-Individual has Scheme & Sector tab — both 5 */
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get totalTabs(): number {
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return 5;
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}
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/** Get constitution type from general step for entity KYC */
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getConstitutionType(): string {
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return this.clientGeneralStep?.createClientForm?.get('clientNonPersonDetails.constitutionId')?.value || '';
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}
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get client() {
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const general = this.clientGeneralStep?.clientGeneralDetails || {};
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const family = this.clientFamilyMembersStep?.familyMembers || {};
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const addr = this.clientTemplate.isAddressEnabled && this.clientAddressStep ? this.clientAddressStep.address : {};
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return { ...general, ...family, ...addr };
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return { ...general, ...addr };
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}
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areFormvalids(): boolean {
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@@ -131,26 +178,111 @@ export class CreateClientComponent {
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}
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}
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legalFormChange(eventData: { legalForm: number }) {
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this.legalFormType = eventData.legalForm;
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this.setDatatables();
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/**
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* Next button handler — saves client on General tab before moving forward.
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*/
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/** Save progress percentage for progress bar */
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saveProgress = 0;
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onNext() {
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// If on General tab and client not yet created — save first
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if (this.selectedTabIndex === 0 && !this.createdClientId) {
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if (!this.clientGeneralForm?.valid) {
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this.clientGeneralForm?.markAllAsTouched();
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setTimeout(() => {
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const firstInvalid = document.querySelector('.mat-mdc-form-field.ng-invalid');
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if (firstInvalid) {
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firstInvalid.scrollIntoView({ behavior: 'smooth', block: 'center' });
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}
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}, 100);
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return;
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}
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// Show confirmation dialog
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const dialogRef = this.dialog.open(SaveConfirmDialogComponent, {
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width: '440px',
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disableClose: true
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});
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dialogRef.afterClosed().subscribe((confirmed: boolean) => {
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if (!confirmed) return;
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this.saveAndProceed();
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});
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return;
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}
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// Save current tab data before moving to next
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if (this.createdClientId) {
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this.saveCurrentTabData();
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}
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this.selectedTabIndex = this.selectedTabIndex + 1;
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if (this.selectedTabIndex > this.highestTabReached) {
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this.highestTabReached = this.selectedTabIndex;
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}
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}
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/**
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* Submits the create client form.
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*/
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submit() {
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/** Save the current tab's data to the API */
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private saveCurrentTabData() {
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const tabIndex = this.selectedTabIndex;
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const clientId = this.createdClientId;
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// KYC tab
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const kycTabIndex = 1;
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if (tabIndex === kycTabIndex) {
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// Save KYC
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if (this.clientKycStep?.hasKycData && !this.clientKycStep.kycId) {
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this.clientsService.saveClientKyc(clientId, this.clientKycStep.kycData).subscribe({ error: () => {} });
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}
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// Upload photo & signature
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if (this.clientKycStep?.photographFile) {
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this.clientsService.uploadClientProfileImage(clientId, this.clientKycStep.photographFile).subscribe({ error: () => {} });
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}
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if (this.clientKycStep?.signatureFile) {
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this.clientsService.uploadClientSignatureImage(clientId, this.clientKycStep.signatureFile).subscribe({ error: () => {} });
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}
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return;
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}
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// Address tab (index 2 for Individual, 3 for Non-Individual)
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const addressTabIndex = this.legalFormType === 2 ? 3 : 2;
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if (tabIndex === addressTabIndex) {
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if (this.clientIndiaAddressStep?.hasAddressData) {
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this.saveClientAddresses(clientId);
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}
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return;
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}
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// Family tab (index 3 for Individual, 4 for Non-Individual)
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const familyTabIndex = this.legalFormType === 2 ? 4 : 3;
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if (tabIndex === familyTabIndex) {
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if (this.clientFamilyMembersStep?.hasFamilyMembers) {
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this.saveClientFamilyMembers(clientId);
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}
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return;
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}
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}
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/** Executes the save API call with progress animation */
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private saveAndProceed() {
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this.savingClient = true;
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this.saveProgress = 0;
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// Animate progress bar
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const progressInterval = setInterval(() => {
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if (this.saveProgress < 90) {
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this.saveProgress += Math.random() * 15;
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if (this.saveProgress > 90) this.saveProgress = 90;
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}
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}, 200);
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const locale = this.settingsService.language.code;
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const dateFormat = this.settingsService.dateFormat;
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const clientData = {
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...this.client,
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dateFormat,
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locale
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};
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const clientData = { ...this.client, dateFormat, locale };
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if (this.clientTemplate.datatables && this.clientTemplate.datatables.length > 0) {
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const datatables: any[] = [];
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this.clientDatatables.forEach((clientDatatable: ClientDatatableStepComponent) => {
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this.clientDatatables?.forEach((clientDatatable: ClientDatatableStepComponent) => {
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datatables.push(clientDatatable.payload);
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});
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if (datatables.length > 0) {
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@@ -158,36 +290,279 @@ export class CreateClientComponent {
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}
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}
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this.clientsService.createClient(clientData).subscribe((response: any) => {
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const clientId = response.resourceId;
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if (this.clientKycStep?.hasKycData) {
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this.clientsService.saveClientKyc(clientId, this.clientKycStep.kycData).subscribe({
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complete: () =>
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this.router.navigate(
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[
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'../',
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clientId
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],
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{ relativeTo: this.route }
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),
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error: () =>
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this.router.navigate(
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[
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'../',
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clientId
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],
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{ relativeTo: this.route }
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)
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});
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} else {
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this.router.navigate(
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[
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'../',
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clientId
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],
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{ relativeTo: this.route }
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);
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this.clientsService.createClient(clientData).subscribe({
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next: (response: any) => {
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clearInterval(progressInterval);
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this.saveProgress = 100;
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this.createdClientId = response.resourceId;
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// Brief delay to show 100% before transitioning
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setTimeout(() => {
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this.savingClient = false;
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this.saveProgress = 0;
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this.selectedTabIndex = 1;
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this.highestTabReached = 1;
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}, 400);
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},
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error: () => {
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clearInterval(progressInterval);
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this.savingClient = false;
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this.saveProgress = 0;
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}
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});
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}
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legalFormChange(eventData: { legalForm: number }) {
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this.legalFormType = eventData.legalForm;
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this.setDatatables();
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}
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/**
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* Submits the create client form.
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* If the client was already created via onNext(), reuse that client ID
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* instead of creating a duplicate.
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*/
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/** Validation error message for display */
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validationError = '';
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submit() {
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// Validate: at least one family member required (Individual clients)
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if (this.legalFormType === 1 && this.clientFamilyMembersStep && !this.clientFamilyMembersStep.hasFamilyMembers) {
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this.validationError = 'At least one family member is required. Please add a family member before submitting.';
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// Switch to Family tab
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this.selectedTabIndex = 3;
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return;
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}
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this.validationError = '';
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if (this.createdClientId) {
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// Client already created in onNext() — just finalize (upload files, navigate)
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this.finalizeClient(this.createdClientId);
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} else {
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// Fallback: create client now (shouldn't happen in normal flow)
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const locale = this.settingsService.language.code;
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const dateFormat = this.settingsService.dateFormat;
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const clientData = {
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...this.client,
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dateFormat,
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locale
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};
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if (this.clientTemplate.datatables && this.clientTemplate.datatables.length > 0) {
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const datatables: any[] = [];
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this.clientDatatables.forEach((clientDatatable: ClientDatatableStepComponent) => {
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datatables.push(clientDatatable.payload);
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});
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if (datatables.length > 0) {
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clientData['datatables'] = datatables;
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}
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}
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this.clientsService.createClient(clientData).subscribe((response: any) => {
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this.createdClientId = response.resourceId;
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this.finalizeClient(this.createdClientId);
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});
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}
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}
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/**
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* Finalize: upload photo/signature, save KYC, save addresses, then navigate.
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*/
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private finalizeClient(clientId: string) {
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const navigateToClient = () => this.router.navigate(['../', clientId], { relativeTo: this.route });
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// Upload photo if selected
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if (this.clientKycStep?.photographFile) {
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this.clientsService.uploadClientProfileImage(clientId, this.clientKycStep.photographFile).subscribe({ error: () => {} });
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}
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// Upload signature if selected
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if (this.clientKycStep?.signatureFile) {
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this.clientsService.uploadClientSignatureImage(clientId, this.clientKycStep.signatureFile).subscribe({ error: () => {} });
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}
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// Save addresses from India address step
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if (this.clientIndiaAddressStep?.hasAddressData) {
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this.saveClientAddresses(clientId);
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}
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// Save family members
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if (this.clientFamilyMembersStep?.hasFamilyMembers) {
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this.saveClientFamilyMembers(clientId);
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}
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// Save KYC only if it wasn't already created during the KYC step
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if (this.clientKycStep?.hasKycData && !this.clientKycStep.kycId) {
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this.clientsService.saveClientKyc(clientId, this.clientKycStep.kycData).subscribe({
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next: () => navigateToClient(),
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error: () => navigateToClient()
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});
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} else {
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navigateToClient();
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}
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}
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/**
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* Save addresses from the India address step to Fineract address API.
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* Fetches address template to resolve address type IDs, then POSTs each address.
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*/
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private saveClientAddresses(clientId: string) {
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const addressData = this.clientIndiaAddressStep.addressData;
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// Map tab names to Fineract address type names (as defined in address template)
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const typeNameMap: Record<string, string[]> = {
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permanent: ['Permanent', 'Permanent Address'],
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current: ['Residential', 'Current', 'Current / Residential', 'Communication'],
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office: ['Office', 'Office / Work', 'Business', 'Work'],
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correspondence: ['Correspondence', 'Mailing', 'Postal']
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};
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this.clientsService.getClientAddressTemplate().subscribe({
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next: (template: any) => {
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const typeOptions = template?.addressTypeIdOptions || [];
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for (const [tab, addr] of Object.entries(addressData)) {
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if (!addr || !(addr as any).addressLine1) continue;
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// Find matching address type ID
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const possibleNames = typeNameMap[tab] || [tab];
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let typeId = typeOptions.find((t: any) =>
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possibleNames.some((n: string) => t.name?.toLowerCase().includes(n.toLowerCase()))
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)?.id;
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// Fallback: use first available type if no match
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if (!typeId && typeOptions.length > 0) {
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typeId = typeOptions[0].id;
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}
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if (!typeId) continue;
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const payload: any = {
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addressLine1: (addr as any).addressLine1 || '',
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addressLine2: (addr as any).addressLine2 || '',
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addressLine3: '',
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townVillage: (addr as any).locality || '',
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postalCode: (addr as any).pinCode || '',
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city: (addr as any).city || '',
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countyDistrict: (addr as any).district || '',
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street: (addr as any).landmark || '',
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addressType: typeId,
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isActive: tab === 'permanent'
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};
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// Try to resolve state to stateProvinceId
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if ((addr as any).state && template?.stateProvinceIdOptions?.length) {
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const stateMatch = template.stateProvinceIdOptions.find((s: any) =>
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s.name?.toLowerCase() === (addr as any).state?.toLowerCase()
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);
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if (stateMatch) payload.stateProvinceId = stateMatch.id;
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}
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this.clientsService.createClientAddress(clientId, typeId.toString(), payload).subscribe({ error: () => {} });
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}
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},
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error: () => {}
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});
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}
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/**
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* Save family members via POST /clients/{id}/familymembers
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*/
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private saveClientFamilyMembers(clientId: string) {
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const members = this.clientFamilyMembersStep.clientFamilyMembers;
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for (const member of members) {
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const marriageCertFile = member._marriageCertFile || null;
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const payload = { ...member };
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// Remove internal/transient fields
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||||
delete payload._linkedClient;
|
||||
delete payload._marriageCertFile;
|
||||
delete payload.dateFormat;
|
||||
delete payload.locale;
|
||||
payload.dateFormat = this.settingsService.dateFormat;
|
||||
payload.locale = this.settingsService.language.code;
|
||||
this.clientsService.addFamilyMember(clientId, payload).subscribe({
|
||||
next: (res: any) => {
|
||||
// Upload marriage certificate if present
|
||||
if (marriageCertFile && res?.resourceId) {
|
||||
this.uploadFamilyMemberDocument(clientId, res.resourceId, marriageCertFile, 'Marriage Certificate');
|
||||
}
|
||||
},
|
||||
error: () => {}
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Upload a document for a family member.
|
||||
*/
|
||||
private uploadFamilyMemberDocument(clientId: string, familyMemberId: string, file: File, docName: string) {
|
||||
const formData = new FormData();
|
||||
formData.append('file', file);
|
||||
formData.append('name', docName);
|
||||
formData.append('description', docName);
|
||||
this.clientsService.uploadFamilyMemberDocument(clientId, familyMemberId, formData).subscribe({ error: () => {} });
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Save & Next Confirmation Dialog
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-save-confirm-dialog',
|
||||
template: `
|
||||
<div class="scd">
|
||||
<div class="scd-header">
|
||||
<div class="scd-header__icon-wrap">
|
||||
<mat-icon class="scd-header__icon">save</mat-icon>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="scd-header__title">Save & Proceed</h3>
|
||||
<p class="scd-header__sub">Client general details will be saved</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="scd-body">
|
||||
<p>Are you sure you want to save the client details and proceed to the next step?</p>
|
||||
<div class="scd-info">
|
||||
<mat-icon class="scd-info__icon">info</mat-icon>
|
||||
<span>Once saved, a client record will be created. You can update the details later.</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="scd-actions">
|
||||
<button mat-stroked-button [mat-dialog-close]="false" class="scd-cancel">
|
||||
<mat-icon>close</mat-icon>
|
||||
Cancel
|
||||
</button>
|
||||
<button mat-flat-button color="primary" [mat-dialog-close]="true" class="scd-confirm">
|
||||
<mat-icon>check</mat-icon>
|
||||
Save & Proceed
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
`,
|
||||
styles: [`
|
||||
.scd { background: #fff; border-radius: 12px; overflow: hidden; }
|
||||
.scd-header {
|
||||
display: flex; align-items: center; gap: 14px;
|
||||
padding: 20px 24px 16px;
|
||||
}
|
||||
.scd-header__icon-wrap {
|
||||
width: 44px; height: 44px; border-radius: 12px;
|
||||
background: #eff6ff; display: flex; align-items: center; justify-content: center;
|
||||
}
|
||||
.scd-header__icon { color: #1074b9; font-size: 24px; width: 24px; height: 24px; }
|
||||
.scd-header__title { margin: 0; font-size: 17px; font-weight: 700; color: #0f172a; }
|
||||
.scd-header__sub { margin: 2px 0 0; font-size: 12px; color: #64748b; }
|
||||
.scd-body { padding: 0 24px 20px; }
|
||||
.scd-body p { margin: 0 0 14px; font-size: 14px; color: #374151; line-height: 1.5; }
|
||||
.scd-info {
|
||||
display: flex; align-items: flex-start; gap: 8px;
|
||||
padding: 10px 14px; background: #f0f9ff; border: 1px solid #bae6fd;
|
||||
border-radius: 8px; font-size: 12px; color: #0c4a6e;
|
||||
}
|
||||
.scd-info__icon { font-size: 16px !important; width: 16px !important; height: 16px !important; color: #0284c7; flex-shrink: 0; margin-top: 1px; }
|
||||
.scd-actions {
|
||||
display: flex; justify-content: flex-end; gap: 10px;
|
||||
padding: 14px 24px; border-top: 1px solid #f1f5f9; background: #f8fafc;
|
||||
}
|
||||
.scd-cancel, .scd-confirm { display: flex !important; align-items: center; gap: 6px; font-size: 13px !important; height: 38px !important; border-radius: 8px !important; }
|
||||
.scd-confirm { font-weight: 600 !important; }
|
||||
`],
|
||||
imports: [MatIcon, MatDialogClose]
|
||||
})
|
||||
export class SaveConfirmDialogComponent {}
|
||||
|
||||
Reference in New Issue
Block a user