Documents and Notes for Clients, Loans and Clients (#1632)

Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
This commit is contained in:
José Alberto Hernández
2023-01-05 03:19:41 -06:00
committed by GitHub
co-authored by Jose Alberto Hernandez
parent 28d5d7595f
commit cafe8fa73d
57 changed files with 1119 additions and 468 deletions
@@ -1,47 +1,7 @@
<div class="tab-container mat-typography">
<!-- Documents Table -->
<h3>Documents</h3>
<button mat-raised-button class="f-right" color="primary" (click)="uploadDocument()"
*mifosxHasPermission="'CREATE_DOCUMENT'">
<fa-icon icon="plus" class="m-r-10"></fa-icon>Add
</button>
<table mat-table #documentsTable [dataSource]="clientDocuments" matSort>
<ng-container matColumnDef="name">
<th mat-header-cell *matHeaderCellDef> Name </th>
<td mat-cell *matCellDef="let document"> {{document.name}} </td>
</ng-container>
<ng-container matColumnDef="description">
<th mat-header-cell *matHeaderCellDef> Description </th>
<td mat-cell *matCellDef="let document"> {{document.description}} </td>
</ng-container>
<ng-container matColumnDef="fileName">
<th mat-header-cell *matHeaderCellDef> File Name </th>
<td mat-cell *matCellDef="let document"> {{document.fileName}} </td>
</ng-container>
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef> Actions </th>
<td mat-cell *matCellDef="let document; let i = index">
<button class="document-action-button" mat-raised-button color="primary"
(click)="download(document.parentEntityId,document.id)">
<fa-icon icon="cloud-download-alt"></fa-icon>
</button>
<button class="document-action-button" mat-raised-button color="warn"
(click)="deleteDocument(document.parentEntityId,document.id,i)">
<fa-icon icon="times"></fa-icon>
</button>
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="documentsColumns"></tr>
<tr mat-row *matRowDef="let row; columns: documentsColumns;"></tr>
</table>
</div>
<mifosx-entity-documents-tab [entityType]="entityType" [entityId]="entityId"
[entityDocuments]="entityDocuments"
[callbackUpload]="uploadDocument"
[callbackDownload]="downloadDocument"
[callbackDelete]="deleteDocument"
>
</mifosx-entity-documents-tab>
@@ -1,84 +1,45 @@
import { Component, OnInit, ViewChild } from '@angular/core';
import { Component, OnInit } from '@angular/core';
import { ActivatedRoute } from '@angular/router';
import { MatTable } from '@angular/material/table';
import { MatDialog } from '@angular/material/dialog';
/** Custom Services */
import { ClientsService } from '../../clients.service';
/** Custom Components */
import { UploadDocumentDialogComponent } from '../custom-dialogs/upload-document-dialog/upload-document-dialog.component';
import { DeleteDialogComponent } from '../../../shared/delete-dialog/delete-dialog.component';
@Component({
selector: 'mifosx-documents-tab',
templateUrl: './documents-tab.component.html',
styleUrls: ['./documents-tab.component.scss']
})
export class DocumentsTabComponent implements OnInit {
@ViewChild('documentsTable', { static: true }) documentsTable: MatTable<Element>;
documentsColumns: string[] = ['name', 'description', 'fileName', 'actions'];
clientDocuments: any;
clientId: string;
entityDocuments: any;
entityId: string;
entityType: string = 'clients';
constructor(private route: ActivatedRoute,
private clientService: ClientsService,
private clientsService: ClientsService,
public dialog: MatDialog) {
this.route.data.subscribe((data: { clientDocuments: any }) => {
this.clientDocuments = data.clientDocuments;
this.entityDocuments = data.clientDocuments;
});
this.clientId = this.route.parent.snapshot.paramMap.get('clientId');
this.entityId = this.route.parent.snapshot.paramMap.get('clientId');
}
ngOnInit() {
}
download(parentEntityId: string, documentId: string) {
this.clientService.downloadClientDocument(parentEntityId, documentId).subscribe(res => {
downloadDocument(documentId: string) {
this.clientsService.downloadClientDocument(this.entityId, documentId).subscribe(res => {
const url = window.URL.createObjectURL(res);
window.open(url);
});
}
deleteDocument(parentEntityId: string, documentId: string, index: number) {
const deleteDocumentDialogRef = this.dialog.open(DeleteDialogComponent, {
data: { deleteContext: `document id:${documentId}` }
});
deleteDocumentDialogRef.afterClosed().subscribe((response: any) => {
if (response.delete) {
this.clientService.deleteClientDocument(parentEntityId, documentId).subscribe(res => {
this.clientDocuments.splice(index, 1);
this.documentsTable.renderRows();
});
}
});
deleteDocument(documentId: string) {
this.clientsService.deleteClientDocument(this.entityId, documentId).subscribe(res => {});
}
uploadDocument() {
const uploadDocumentDialogRef = this.dialog.open(UploadDocumentDialogComponent, {
data: { documentIdentifier: false, entityType: 'Client' }
});
uploadDocumentDialogRef.afterClosed().subscribe((dialogResponse: any) => {
if (dialogResponse) {
const formData: FormData = new FormData;
formData.append('name', dialogResponse.fileName);
formData.append('file', dialogResponse.file);
formData.append('description', dialogResponse.description);
this.clientService.uploadClientDocument(this.clientId, formData).subscribe((res: any) => {
this.clientDocuments.push({
id: res.resourceId,
parentEntityType: 'clients',
parentEntityId: this.clientId,
name: dialogResponse.fileName,
description: dialogResponse.description,
fileName: dialogResponse.file.name
});
this.documentsTable.renderRows();
});
}
});
uploadDocument(formData: FormData): any {
return this.clientsService.uploadClientDocument(this.entityId, formData);
}
}
@@ -1,43 +1,7 @@
<div class="tab-container mat-typography">
<h3>Notes</h3>
<div>
<form #formRef="ngForm" [formGroup]="noteForm" fxLayout="row" fxLayoutAlign="start baseline" fxLayoutGap="20px"
(ngSubmit)="submit()">
<mat-form-field fxFlex="calc(90%-20px)">
<textarea formControlName="note" matInput placeholder="Write a note ...."></textarea>
</mat-form-field>
<button mat-raised-button fxFlex color="primary" [disabled]="!noteForm.valid" *mifosxHasPermission="'CREATE_CLIENTNOTE'">
<fa-icon icon="plus"></fa-icon>&nbsp;&nbsp; Add
</button>
</form>
</div>
<mat-list>
<mat-list-item *ngFor="let clientNote of clientNotes; let i=index;">
<fa-icon icon="sticky-note" matListIcon></fa-icon>
<h3 matLine>{{clientNote.note}} </h3>
<p matLine>
<span>Created by: {{clientNote.createdByUsername}}</span><br />
<span>Date: {{clientNote.createdOn | dateFormat}}</span>
</p>
<div fxLayout="row" fxLayoutAlign="flex-start">
<button mat-button color="primary" (click)="editNote(clientNote.id,clientNote.note,i)" *mifosxHasPermission="'CREATE_CLIENTNOTE'">
<fa-icon icon="edit"></fa-icon>
</button>
<button mat-button color="warn" (click)="deleteNote(clientNote.id,i)" *mifosxHasPermission="'DELETE_CLIENTNOTE'">
<fa-icon icon="trash"></fa-icon>
</button>
</div>
</mat-list-item>
</mat-list>
</div>
<mifosx-entity-notes-tab [entityId]="entityId"
[entityNotes]="entityNotes"
[callbackAdd]="addNote"
[callbackEdit]="editNote"
[callbackDelete]="deleteNote"
>
</mifosx-entity-notes-tab>
@@ -1,5 +0,0 @@
.tab-container {
padding: 1%;
margin: 1%;
}
@@ -1,12 +1,8 @@
/** Angular Imports */
import { Component, OnInit, ViewChild } from '@angular/core';
import { Component, OnInit } from '@angular/core';
import { ActivatedRoute } from '@angular/router';
import { MatDialog } from '@angular/material/dialog';
import { FormGroup, FormBuilder, Validators } from '@angular/forms';
/** Custom Components */
import { DeleteDialogComponent } from '../../../shared/delete-dialog/delete-dialog.component';
import { EditNotesDialogComponent } from '../custom-dialogs/edit-notes-dialog/edit-notes-dialog.component';
/** Custom Services */
import { ClientsService } from '../../clients.service';
@@ -23,66 +19,39 @@ import { AuthenticationService } from 'app/core/authentication/authentication.se
export class NotesTabComponent implements OnInit {
/** Client ID */
clientId: string;
entityId: string;
/** Username */
username: string;
/** Client Notes */
clientNotes: any;
/** Note Form */
noteForm: FormGroup;
/** Notes Form Reference */
@ViewChild('formRef', { static: true }) formRef: any;
entityNotes: any;
/**
* @param {ActivatedRoute} route Activated Route
* @param {FormBuilder} formBuilder Form Builder
* @param {ClientsService} clientsService Clients Service
* @param {AuthenticationService} authenticationService Authentication Service
* @param {MatDialog} dialog Mat Dialog
*/
constructor(private route: ActivatedRoute,
private formBuilder: FormBuilder,
private clientsService: ClientsService,
private authenticationService: AuthenticationService,
public dialog: MatDialog) {
private authenticationService: AuthenticationService) {
const credentials = this.authenticationService.getCredentials();
this.username = credentials.username;
this.clientId = this.route.parent.snapshot.params['clientId'];
this.entityId = this.route.parent.snapshot.params['clientId'];
this.route.data.subscribe((data: { clientNotes: any }) => {
this.clientNotes = data.clientNotes;
this.entityNotes = data.clientNotes;
});
}
ngOnInit() {
this.createNoteForm();
}
/**
* Creates the note form
*/
createNoteForm() {
this.noteForm = this.formBuilder.group({
'note': ['', Validators.required]
});
}
ngOnInit() { }
/**
* Edits a client note.
* @param {string} noteId Note Id
* @param {string} noteContent Note Content
* @param {any} noteContent Note Content
* @param {number} index Index
*/
editNote(noteId: string, noteContent: string, index: number) {
const editNoteDialogRef = this.dialog.open(EditNotesDialogComponent, {
data: { noteContent: noteContent }
});
editNoteDialogRef.afterClosed().subscribe((response: { editForm: any }) => {
if (response.editForm) {
this.clientsService.editClientNote(this.clientId, noteId, response.editForm.value).subscribe(() => {
this.clientNotes[index].note = response.editForm.value.note;
});
}
editNote(noteId: string, noteContent: any, index: number) {
this.clientsService.editClientNote(this.entityId, noteId, noteContent).subscribe(() => {
this.entityNotes[index].note = noteContent.note;
});
}
@@ -92,31 +61,23 @@ export class NotesTabComponent implements OnInit {
* @param {number} index Index
*/
deleteNote(noteId: string, index: number) {
const deleteNoteDialogRef = this.dialog.open(DeleteDialogComponent, {
data: { deleteContext: `Note id:${noteId}` }
});
deleteNoteDialogRef.afterClosed().subscribe((response: any) => {
if (response.delete) {
this.clientsService.deleteClientNote(this.clientId, noteId)
.subscribe(() => {
this.clientNotes.splice(index, 1);
});
}
});
this.clientsService.deleteClientNote(this.entityId, noteId)
.subscribe(() => {
this.entityNotes.splice(index, 1);
});
}
/**
* Creates a client note.
*/
submit() {
this.clientsService.createClientNote(this.clientId, this.noteForm.value).subscribe((response: any) => {
this.clientNotes.push({
addNote(noteContent: any) {
this.clientsService.createClientNote(this.entityId, noteContent).subscribe((response: any) => {
this.entityNotes.push({
id: response.resourceId,
createdByUsername: this.username,
createdOn: new Date(),
note: this.noteForm.value.note
note: noteContent.note
});
this.formRef.resetForm();
});
}
+5 -5
View File
@@ -27,19 +27,19 @@
<!-- Name Column -->
<ng-container matColumnDef="name">
<th mat-header-cell *matHeaderCellDef mat-sort-header="displayName"> Name </th>
<th mat-header-cell *matHeaderCellDef mat-sort-header="entityName"> Name </th>
<td mat-cell *matCellDef="let row"> {{row.entityName}} </td>
</ng-container>
<!-- Account no Column -->
<ng-container matColumnDef="clientNo">
<th mat-header-cell *matHeaderCellDef mat-sort-header="accountNo"> Account No. </th>
<th mat-header-cell *matHeaderCellDef mat-sort-header="entityAccountNo"> Account No. </th>
<td mat-cell *matCellDef="let row"> {{row.entityAccountNo}} </td>
</ng-container>
<!-- External ID Column -->
<ng-container matColumnDef="externalId">
<th mat-header-cell *matHeaderCellDef mat-sort-header="externalId"> External Id </th>
<th mat-header-cell *matHeaderCellDef mat-sort-header="entityExternalId"> External Id </th>
<td mat-cell *matCellDef="let row">
<mifosx-external-identifier externalId="{{row.entityExternalId}}"></mifosx-external-identifier>
</td>
@@ -47,7 +47,7 @@
<!-- Status Column -->
<ng-container matColumnDef="status">
<th mat-header-cell *matHeaderCellDef> Status </th>
<th mat-header-cell *matHeaderCellDef mat-sort-header="entityStatus.value"> Status </th>
<td mat-cell *matCellDef="let row">
<div [ngClass]="row.entityStatus.code | statusLookup">
<fa-icon icon="stop"></fa-icon>
@@ -75,7 +75,7 @@
</tr>
</table>
<mat-paginator [pageSize]="50" [pageSizeOptions]="[10, 25, 50, 100]"
<mat-paginator *ngIf="moreClientsToFilter" [pageSize]="50" [pageSizeOptions]="[10, 25, 50, 100]"
showFirstLastButtons></mat-paginator>
</div>
+4 -1
View File
@@ -7,6 +7,7 @@ import { MatTableDataSource } from '@angular/material/table';
/** Custom Services */
import { SearchService } from 'app/search/search.service';
import { environment } from 'environments/environment';
@Component({
selector: 'mifosx-clients',
@@ -29,7 +30,9 @@ export class ClientsComponent implements OnInit {
constructor(private searchService: SearchService) { }
ngOnInit() {
this.getClients('');
if (environment.preloadClients) {
this.getClients('');
}
}
/**