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

Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>

src/app/savings/savings-account-view/charges-tab/charges-tab.component.ts

@@ -135,7 +135,7 @@ export class ChargesTabComponent implements OnInit {
           dateFormat,
           locale
         };
-        this.savingsService.executeSavingsAccountChargesCommand(this.savingsAccountData.id, 'paycharge', dataObject, chargeId)
+        this.savingsService.executeSavingsAccountChargesCommand(this.savingsAccountData.id, 'pay', dataObject, chargeId)
           .subscribe(() => {
             this.reload();
           });

src/app/savings/savings-account-view/notes-tab/notes-tab.component.html

@@ -0,0 +1,7 @@
+<mifosx-entity-notes-tab [entityId]="entityId"
+  [entityNotes]="entityNotes"
+  [callbackAdd]="addNote"
+  [callbackEdit]="editNote"
+  [callbackDelete]="deleteNote"
+>
+</mifosx-entity-notes-tab>

src/app/savings/savings-account-view/notes-tab/notes-tab.component.spec.ts

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

src/app/savings/savings-account-view/notes-tab/notes-tab.component.ts

@@ -0,0 +1,55 @@
+import { Component, OnInit, ViewChild } from '@angular/core';
+import { ActivatedRoute } from '@angular/router';
+import { AuthenticationService } from 'app/core/authentication/authentication.service';
+import { SavingsService } from 'app/savings/savings.service';
+
+@Component({
+  selector: 'mifosx-notes-tab',
+  templateUrl: './notes-tab.component.html',
+  styleUrls: ['./notes-tab.component.scss']
+})
+export class NotesTabComponent implements OnInit {
+
+  entityId: string;
+  username: string;
+  entityNotes: any;
+
+  constructor(private route: ActivatedRoute,
+    private savingsService: SavingsService,
+    private authenticationService: AuthenticationService) {
+    const savedCredentials = this.authenticationService.getCredentials();
+    this.username = savedCredentials.username;
+    this.entityId = this.route.parent.snapshot.params['savingAccountId'];
+    this.route.data.subscribe((data: { savingAccountNotes: any }) => {
+      this.entityNotes = data.savingAccountNotes;
+    });
+  }
+
+  ngOnInit() {
+  }
+
+  addNote(noteContent: any) {
+    this.savingsService.createSavingsNote(this.entityId, noteContent).subscribe((response: any) => {
+      this.entityNotes.push({
+        id: response.resourceId,
+        createdByUsername: this.username,
+        createdOn: new Date(),
+        note: noteContent
+      });
+    });
+  }
+
+  editNote(noteId: string, noteContent: any, index: number) {
+      this.savingsService.editSavingsNote(this.entityId, noteId, noteContent).subscribe(() => {
+        this.entityNotes[index].note = noteContent.note;
+      });
+  }
+
+  deleteNote(noteId: string, index: number) {
+      this.savingsService.deleteSavingsNote(this.entityId, noteId)
+        .subscribe(() => {
+          this.entityNotes.splice(index, 1);
+      });
+  }
+
+}

src/app/savings/savings-account-view/savings-account-view.component.html

@@ -34,10 +34,10 @@
             {{entityType}} Name: {{savingsAccountData.clientName || savingsAccountData.groupName}}
             <span class="m-l-10" *ngIf="savingsAccountData.clientAccountNo">({{savingsAccountData.clientAccountNo}})</span><br />
             <span *ngIf="!savingsAccountData.status.rejected && !savingsAccountData.status.submittedAndPendingApproval">
-              Current Balances:
+              Current Balances  :
               {{savingsAccountData.currency.displaySymbol}}<span class="m-l-10">{{savingsAccountData.summary.accountBalance |
               number}}</span><br />
-              Available Balance:
+              Available Balance :
               {{savingsAccountData.currency.displaySymbol}}<span class="m-l-10">{{savingsAccountData.summary.availableBalance |
               number}}</span>
             </span>
@@ -310,6 +310,14 @@
         [active]="charges.isActive">
         Charges
       </a>
+      <a mat-tab-link [routerLink]="['./documents']" routerLinkActive #savingsDocuments="routerLinkActive"
+        [active]="savingsDocuments.isActive">
+        Savings Documents
+      </a>
+      <a mat-tab-link *mifosxHasPermission="'READ_SAVINGSNOTE'" [routerLink]="['./notes']" routerLinkActive #notes="routerLinkActive"
+        [active]="notes.isActive">
+        Notes
+      </a>
       <ng-container *mifosxHasPermission="'READ_SAVINGSACCOUNTCHARGE'">
         <a mat-tab-link [routerLink]="['./standing-instructions']" routerLinkActive
           #standingInstructions="routerLinkActive" [active]="standingInstructions.isActive"

src/app/savings/savings-account-view/savings-documents-tab/savings-documents-tab.component.html

@@ -0,0 +1,7 @@
+<mifosx-entity-documents-tab [entityType]="entityType" [entityId]="entityId"
+  [entityDocuments]="entityDocuments"
+  [callbackUpload]="uploadDocument"
+  [callbackDownload]="downloadDocument"
+  [callbackDelete]="deleteDocument"
+>
+</mifosx-entity-documents-tab>

src/app/savings/savings-account-view/savings-documents-tab/savings-documents-tab.component.spec.ts

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

src/app/savings/savings-account-view/savings-documents-tab/savings-documents-tab.component.ts

@@ -0,0 +1,71 @@
+import { Component, OnInit } from '@angular/core';
+import { MatDialog } from '@angular/material/dialog';
+import { ActivatedRoute } from '@angular/router';
+import { UploadDocumentDialogComponent } from 'app/clients/clients-view/custom-dialogs/upload-document-dialog/upload-document-dialog.component';
+import { SavingsService } from 'app/savings/savings.service';
+import { SettingsService } from 'app/settings/settings.service';
+import { environment } from 'environments/environment';
+
+@Component({
+  selector: 'mifosx-savings-documents-tab',
+  templateUrl: './savings-documents-tab.component.html',
+  styleUrls: ['./savings-documents-tab.component.scss']
+})
+export class SavingsDocumentsTabComponent implements OnInit {
+
+  /** Stores the resolved savings documents data */
+  entityDocuments: any;
+  /** Stores the saving Account Id */
+  entityId: string;
+  entityType: string = 'savings';
+
+  /**
+   * Retrieves the savings data from `resolve`.
+   * @param {ActivatedRoute} route Activated Route.
+   */
+  constructor(private route: ActivatedRoute,
+    private savingsService: SavingsService,
+    private settingsService: SettingsService,
+    public dialog: MatDialog) {
+    this.route.data.subscribe((data: { savingsDocuments: any }) => {
+      this.setSavingsDocumentsData(data.savingsDocuments);
+    });
+    this.entityId = this.route.parent.snapshot.params['savingAccountId'];
+  }
+
+  ngOnInit() {
+  }
+
+  setSavingsDocumentsData(data: any) {
+    data.forEach((ele: any) => {
+      ele.docUrl = this.settingsService.serverUrl + '/savings/' + ele.parentEntityId + '/documents/' + ele.id + '/attachment?tenantIdentifier=' + environment.fineractPlatformTenantId;
+      if (ele.fileName) {
+        if (ele.fileName.toLowerCase().indexOf('.jpg') !== -1 || ele.fileName.toLowerCase().indexOf('.jpeg') !== -1 || ele.fileName.toLowerCase().indexOf('.png') !== -1) {
+          ele.fileIsImage = true;
+        }
+      }
+      if (ele.type) {
+        if (ele.type.toLowerCase().indexOf('image') !== -1) {
+          ele.fileIsImage = true;
+        }
+      }
+    });
+    this.entityDocuments = data;
+  }
+
+  downloadDocument(parentEntityId: string, documentId: string) {
+    this.savingsService.downloadSavingsDocument(parentEntityId, documentId).subscribe(res => {
+      const url = window.URL.createObjectURL(res);
+      window.open(url);
+    });
+  }
+
+  uploadDocument(formData: FormData): any {
+    return this.savingsService.loadSavingsDocument(this.entityId, formData);
+  }
+
+  deleteDocument(documentId: any) {
+    this.savingsService.deleteSavingsDocument(this.entityId, documentId).subscribe((res: any) => {});
+  }
+
+}

src/app/savings/savings-account-view/view-charge/view-charge.component.ts

@@ -93,7 +93,7 @@ export class ViewChargeComponent {
           dateFormat,
           locale
         };
-        this.savingsService.executeSavingsAccountChargesCommand(this.chargeData.accountId, 'paycharge', dataObject, this.chargeData.id)
+        this.savingsService.executeSavingsAccountChargesCommand(this.chargeData.accountId, 'pay', dataObject, this.chargeData.id)
           .subscribe(() => {
             this.reload();
           });