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
@@ -7,226 +7,159 @@
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*/
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/** Angular Imports */
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import { Component, OnInit, inject } from '@angular/core';
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import { ActivatedRoute, Router, RouterLink } from '@angular/router';
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import { LegalFormId } from 'app/clients/models/legal-form.enum';
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import {
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UntypedFormBuilder,
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UntypedFormGroup,
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Validators,
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UntypedFormControl,
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ReactiveFormsModule
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} from '@angular/forms';
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import { Component, QueryList, ViewChild, ViewChildren, inject } from '@angular/core';
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import { Router, ActivatedRoute } from '@angular/router';
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/** Custom Services */
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import { ClientsService } from '../clients.service';
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import { SettingsService } from 'app/settings/settings.service';
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import { Dates } from 'app/core/utils/dates';
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import { ExternalNationalIdService } from 'app/clients/services/external-national-id.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 { 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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import { MatTabsModule } from '@angular/material/tabs';
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import { MatIconModule } from '@angular/material/icon';
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import { MatDivider } from '@angular/material/divider';
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import { CdkTextareaAutosize } from '@angular/cdk/text-field';
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import { MatCheckbox } from '@angular/material/checkbox';
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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 { MatTooltip } from '@angular/material/tooltip';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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/**
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* Edit Client Component
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* Edit Client Component — uses the same wizard/stepper layout as Create Client.
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*/
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@Component({
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selector: 'mifosx-edit-client',
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templateUrl: './edit-client.component.html',
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styleUrls: ['./edit-client.component.scss'],
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providers: [ExternalNationalIdService],
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imports: [
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...STANDALONE_SHARED_IMPORTS,
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MatTabsModule,
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MatIconModule,
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MatDivider,
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CdkTextareaAutosize,
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MatCheckbox
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FaIconComponent,
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MatProgressSpinner,
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MatTooltip,
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ClientGeneralStepComponent,
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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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ClientFamilyMembersStepComponent
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]
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})
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export class EditClientComponent implements OnInit {
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private formBuilder = inject(UntypedFormBuilder);
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export class EditClientComponent {
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private route = inject(ActivatedRoute);
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private router = inject(Router);
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private clientsService = inject(ClientsService);
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private dateUtils = inject(Dates);
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private settingsService = inject(SettingsService);
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externalNationalIdService = inject(ExternalNationalIdService);
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/** Minimum date allowed. */
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minDate = new Date(2000, 0, 1);
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/** Maximum date allowed. */
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maxDate = new Date();
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@ViewChild(ClientGeneralStepComponent) clientGeneralStep: ClientGeneralStepComponent;
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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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/** Client Data and Template */
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datatables: any = [];
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legalFormType = 1;
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selectedTabIndex = 0;
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savingClient = false;
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/** Track which tabs are in edit mode (false = read-only, true = editable) */
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tabEditMode: Record<number, boolean> = {};
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/** Client data and template (merged object from resolver) */
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clientDataAndTemplate: any;
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/** Edit Client Form */
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editClientForm: UntypedFormGroup;
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/** Client ID */
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clientId: string;
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/** Office Options */
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officeOptions: any;
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/** Staff Options */
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staffOptions: any;
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/** Legal Form Options */
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legalFormOptions: any;
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/** Client Type Options */
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clientTypeOptions: any;
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/** Client Classification Options */
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clientClassificationTypeOptions: any;
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/** Business Line Options */
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businessLineOptions: any;
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/** Constitution Options */
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constitutionOptions: any;
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/** Gender Options */
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genderOptions: any;
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legalFormId = LegalFormId.PERSON;
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/** Expose enum to template */
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readonly LegalFormId = LegalFormId;
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/**
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* Fetches client template data from `resolve`
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* @param {FormBuilder} formBuilder Form Builder
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* @param {ActivatedRoute} route ActivatedRoute
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* @param {Router} router Router
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* @param {ClientsService} clientsService Clients Service
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* @param {Dates} dateUtils Date Utils
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* @param {SettingsService} settingsService Settings Service
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*/
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constructor() {
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this.route.data.subscribe((data: { clientDataAndTemplate: any }) => {
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this.clientDataAndTemplate = data.clientDataAndTemplate;
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});
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}
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ngOnInit() {
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this.maxDate = this.settingsService.businessDate;
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this.createEditClientForm();
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this.setOptions();
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this.buildDependencies();
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this.legalFormId = LegalFormId.PERSON;
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this.editClientForm.patchValue({
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officeId: this.clientDataAndTemplate.officeId,
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staffId: this.clientDataAndTemplate.staffId,
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legalFormId: this.clientDataAndTemplate.legalForm && this.clientDataAndTemplate.legalForm.id,
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accountNo: this.clientDataAndTemplate.accountNo,
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externalId: this.clientDataAndTemplate.externalId,
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genderId: this.clientDataAndTemplate.gender && this.clientDataAndTemplate.gender.id,
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isStaff: this.clientDataAndTemplate.isStaff,
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active: this.clientDataAndTemplate.active,
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mobileNo: this.clientDataAndTemplate.mobileNo,
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emailAddress: this.clientDataAndTemplate.emailAddress,
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dateOfBirth: this.clientDataAndTemplate.dateOfBirth && new Date(this.clientDataAndTemplate.dateOfBirth),
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clientTypeId: this.clientDataAndTemplate.clientType && this.clientDataAndTemplate.clientType.id,
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clientClassificationId:
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this.clientDataAndTemplate.clientClassification && this.clientDataAndTemplate.clientClassification.id,
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submittedOnDate:
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this.clientDataAndTemplate.timeline.submittedOnDate &&
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new Date(this.clientDataAndTemplate.timeline.submittedOnDate),
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activationDate:
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this.clientDataAndTemplate.timeline.activatedOnDate &&
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new Date(this.clientDataAndTemplate.timeline.activatedOnDate)
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});
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if (this.clientDataAndTemplate.legalForm) {
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this.legalFormId = this.clientDataAndTemplate.legalForm.id;
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}
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// skipInitialValue=true: avoid re-fetching data for an already-saved external ID
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this.externalNationalIdService.watchExternalId(this.editClientForm, this.genderOptions, true);
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}
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/**
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* Creates the edit client form.
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*/
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createEditClientForm() {
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this.editClientForm = this.formBuilder.group({
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officeId: [{ value: '', disabled: true }],
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staffId: [''],
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legalFormId: [{ value: '', disabled: true }],
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isStaff: [false],
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active: [false],
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accountNo: [{ value: '', disabled: true }],
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externalId: [''],
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genderId: [''],
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mobileNo: [''],
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emailAddress: [
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'',
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Validators.email
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],
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dateOfBirth: [''],
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clientTypeId: [''],
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clientClassificationId: [''],
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submittedOnDate: [
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'',
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Validators.required
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],
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activationDate: ['']
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});
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}
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/**
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* Sets select dropdown options.
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*/
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setOptions() {
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this.officeOptions = this.clientDataAndTemplate.officeOptions;
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this.staffOptions = this.clientDataAndTemplate.staffOptions;
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this.legalFormOptions = this.clientDataAndTemplate.clientLegalFormOptions;
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this.clientTypeOptions = this.clientDataAndTemplate.clientTypeOptions;
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this.clientClassificationTypeOptions = this.clientDataAndTemplate.clientClassificationOptions;
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this.businessLineOptions = this.clientDataAndTemplate.clientNonPersonMainBusinessLineOptions;
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this.constitutionOptions = this.clientDataAndTemplate.clientNonPersonConstitutionOptions;
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this.genderOptions = this.clientDataAndTemplate.genderOptions;
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}
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/**
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* Adds controls conditionally.
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*/
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buildDependencies() {
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this.editClientForm.get('legalFormId').valueChanges.subscribe((legalFormId: any) => {
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if (legalFormId === LegalFormId.PERSON) {
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this.editClientForm.removeControl('fullname');
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this.editClientForm.removeControl('clientNonPersonDetails');
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this.editClientForm.addControl(
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'firstname',
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new UntypedFormControl(this.clientDataAndTemplate.firstname, Validators.required)
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);
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this.editClientForm.addControl('middlename', new UntypedFormControl(this.clientDataAndTemplate.middlename));
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this.editClientForm.addControl(
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'lastname',
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new UntypedFormControl(this.clientDataAndTemplate.lastname, Validators.required)
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);
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} else {
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this.editClientForm.removeControl('firstname');
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this.editClientForm.removeControl('middlename');
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this.editClientForm.removeControl('lastname');
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this.editClientForm.addControl(
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'fullname',
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new UntypedFormControl(this.clientDataAndTemplate.fullname, Validators.required)
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);
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this.editClientForm.addControl(
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'clientNonPersonDetails',
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this.formBuilder.group({
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constitutionId: [
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this.clientDataAndTemplate.clientNonPersonDetails.constitution &&
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this.clientDataAndTemplate.clientNonPersonDetails.constitution.id,
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Validators.required
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],
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incorpValidityTillDate: [
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this.clientDataAndTemplate.clientNonPersonDetails.incorpValidityTillDate &&
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new Date(this.clientDataAndTemplate.clientNonPersonDetails.incorpValidityTillDate)
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],
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incorpNumber: [this.clientDataAndTemplate.clientNonPersonDetails.incorpNumber],
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mainBusinessLineId: [
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this.clientDataAndTemplate.clientNonPersonDetails.mainBusinessLine &&
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this.clientDataAndTemplate.clientNonPersonDetails.mainBusinessLine.id
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],
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remarks: [this.clientDataAndTemplate.clientNonPersonDetails.remarks]
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})
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);
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this.clientId = this.clientDataAndTemplate.id;
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if (this.clientDataAndTemplate.legalForm) {
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this.legalFormType = this.clientDataAndTemplate.legalForm.id;
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}
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});
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}
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getDateLabel(legalFormId: number, values: string[]): string {
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return legalFormId === LegalFormId.PERSON ? values[0] : values[1];
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/** Check if a tab is in read-only mode */
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isTabReadOnly(tabIndex: number): boolean {
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return !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 (+1 for Nominees, +1 for Non-Individual Entity KYC) */
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get totalTabs(): number {
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return this.legalFormType === 2 ? 6 : 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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return { ...general };
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}
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areFormvalids(): boolean {
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if (!this.clientGeneralStep || !this.clientGeneralForm) {
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return false;
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}
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let areValids = this.clientGeneralForm.valid;
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if (this.clientGeneralStep.sanctionsBlocked) {
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return false;
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}
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return areValids;
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}
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/**
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* Next button handler — just navigates between tabs (client already exists in edit mode).
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*/
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onNext() {
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if (this.selectedTabIndex === 0) {
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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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}
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this.selectedTabIndex = this.selectedTabIndex + 1;
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}
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legalFormChange(eventData: { legalForm: number }) {
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this.legalFormType = eventData.legalForm;
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}
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/**
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@@ -235,33 +168,144 @@ export class EditClientComponent implements OnInit {
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submit() {
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const locale = this.settingsService.language.code;
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const dateFormat = this.settingsService.dateFormat;
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const editClientFormValue: any = this.editClientForm.getRawValue();
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const clientData = {
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...editClientFormValue,
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dateOfBirth:
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editClientFormValue.dateOfBirth && this.dateUtils.formatDate(editClientFormValue.dateOfBirth, dateFormat),
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submittedOnDate:
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editClientFormValue.submittedOnDate &&
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this.dateUtils.formatDate(editClientFormValue.submittedOnDate, dateFormat),
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activationDate: this.dateUtils.formatDate(editClientFormValue.activationDate, dateFormat),
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...this.client,
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dateFormat,
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locale
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};
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// Remove fields not accepted by update API
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delete clientData.officeId;
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if (editClientFormValue.clientNonPersonDetails) {
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clientData.clientNonPersonDetails = {
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...editClientFormValue.clientNonPersonDetails,
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incorpValidityTillDate:
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editClientFormValue.clientNonPersonDetails.incorpValidityTillDate &&
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this.dateUtils.formatDate(editClientFormValue.clientNonPersonDetails.incorpValidityTillDate, dateFormat),
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dateFormat,
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locale
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};
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} else {
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clientData.clientNonPersonDetails = {};
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}
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this.clientsService.updateClient(this.clientDataAndTemplate.id, clientData).subscribe(() => {
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this.router.navigate(['../'], { relativeTo: this.route });
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this.savingClient = true;
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this.clientsService.updateClient(this.clientId, clientData).subscribe({
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next: () => {
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this.savingClient = false;
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const navigateBack = () => this.router.navigate(['../'], { 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(this.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(this.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(this.clientId);
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}
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// Save new family members
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if (this.clientFamilyMembersStep?.hasFamilyMembers) {
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this.saveClientFamilyMembers(this.clientId);
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}
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// Save/update KYC data if available
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if (this.clientKycStep?.hasKycData) {
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this.clientsService.saveClientKyc(this.clientId, this.clientKycStep.kycData).subscribe({
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next: () => navigateBack(),
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error: () => navigateBack()
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});
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} else {
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navigateBack();
|
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}
|
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},
|
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error: () => {
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this.savingClient = false;
|
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}
|
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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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*/
|
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private saveClientAddresses(clientId: string) {
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const addressData = this.clientIndiaAddressStep.addressData;
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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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const possibleNames = typeNameMap[tab] || [tab];
|
||||
let typeId = typeOptions.find((t: any) =>
|
||||
possibleNames.some((n: string) => t.name?.toLowerCase().includes(n.toLowerCase()))
|
||||
)?.id;
|
||||
|
||||
if (!typeId && typeOptions.length > 0) typeId = typeOptions[0].id;
|
||||
if (!typeId) continue;
|
||||
|
||||
const payload: any = {
|
||||
addressLine1: (addr as any).addressLine1 || '',
|
||||
addressLine2: (addr as any).addressLine2 || '',
|
||||
addressLine3: '',
|
||||
townVillage: (addr as any).locality || '',
|
||||
postalCode: (addr as any).pinCode || '',
|
||||
city: (addr as any).city || '',
|
||||
countyDistrict: (addr as any).district || '',
|
||||
street: (addr as any).landmark || '',
|
||||
addressType: typeId,
|
||||
isActive: tab === 'permanent'
|
||||
};
|
||||
|
||||
if ((addr as any).state && template?.stateProvinceIdOptions?.length) {
|
||||
const stateMatch = template.stateProvinceIdOptions.find((s: any) =>
|
||||
s.name?.toLowerCase() === (addr as any).state?.toLowerCase()
|
||||
);
|
||||
if (stateMatch) payload.stateProvinceId = stateMatch.id;
|
||||
}
|
||||
|
||||
this.clientsService.createClientAddress(clientId, typeId.toString(), payload).subscribe({ error: () => {} });
|
||||
}
|
||||
},
|
||||
error: () => {}
|
||||
});
|
||||
}
|
||||
|
||||
private saveClientFamilyMembers(clientId: string) {
|
||||
const members = this.clientFamilyMembersStep.clientFamilyMembers;
|
||||
for (const member of members) {
|
||||
// Skip existing members (already have an id from the API)
|
||||
if (member.id) continue;
|
||||
const marriageCertFile = member._marriageCertFile || null;
|
||||
const payload = { ...member };
|
||||
// Remove internal/transient fields
|
||||
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: () => {} });
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user