/** * Copyright since 2025 Mifos Initiative * * This Source Code Form is subject to the terms of the Mozilla Public * License, v. 2.0. If a copy of the MPL was not distributed with this * file, You can obtain one at http://mozilla.org/MPL/2.0/. */ /** Angular Imports */ import { Component, OnInit, Input, Output, EventEmitter, inject, ChangeDetectorRef } from '@angular/core'; import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule, FormsModule } from '@angular/forms'; import { Dates } from 'app/core/utils/dates'; /** Custom Services */ import { CurrentAccountsService } from 'app/current-accounts/current-accounts.service'; import { SettingsService } from 'app/settings/settings.service'; import { ClientsService } from 'app/clients/clients.service'; import { AGE_OF_MAJORITY, MINOR_AGE_THRESHOLD, isMinorAge, isSeniorCitizenAge } from 'app/clients/shared/client-age.util'; import { MatDialog } from '@angular/material/dialog'; import { MatStepperPrevious, MatStepperNext } from '@angular/material/stepper'; import { MatIcon } from '@angular/material/icon'; import { FaIconComponent } from '@fortawesome/angular-fontawesome'; import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module'; import { IntroducerSearchComponent } from 'app/shared/introducer-search/introducer-search.component'; import { AddRelatedClientDialogComponent } from './add-related-client-dialog/add-related-client-dialog.component'; import { AlertService } from 'app/core/alert/alert.service'; /** * Current Account Details Step */ @Component({ selector: 'mifosx-current-account-details-step', templateUrl: './current-account-details-step.component.html', styleUrls: ['./current-account-details-step.component.scss'], imports: [ ...STANDALONE_SHARED_IMPORTS, MatStepperPrevious, FaIconComponent, MatStepperNext, IntroducerSearchComponent, MatIcon, FormsModule ] }) export class CurrentAccountDetailsStepComponent implements OnInit { private formBuilder = inject(UntypedFormBuilder); private currentAccountsService = inject(CurrentAccountsService); private settingsService = inject(SettingsService); private clientsService = inject(ClientsService); private dialog = inject(MatDialog); private alertService = inject(AlertService); private dateUtils = inject(Dates); private cdr = inject(ChangeDetectorRef); @Input() currentAccountTemplate: any; @Input() hideButtons = false; @Input() readOnly = false; minDate = new Date(2000, 0, 1); maxDate = new Date(); productData: any; fieldOfficerData: any; isFieldOfficerPatched = false; currentAccountDetailsForm: UntypedFormGroup; currentAccountProductSelected = false; introducerId: number | null = null; introducerName: string | null = null; introducerCif: string | null = null; private isEditMode = false; shareLinkingEnabled = false; // ── Non-Individual (existing) ────────────────────────────────────────── isNonIndividualClient = false; relatedClients: Array<{ clientId: number; clientName: string; clientCif: string; sharePercentage: number; isMandatory: boolean; }> = []; signatoryRights = ''; readonly signatoryRightsOptions = [ { value: 'ANYONE', label: 'E or S', sublabel: 'Either or Survivor', icon: 'how_to_vote' }, { value: 'ONE_MANDATORY', label: 'J/One', sublabel: 'Joint – One Mandatory', icon: 'group' }, { value: 'TWO_MANDATORY', label: 'J/Two', sublabel: 'Joint – Two Mandatory', icon: 'groups' }, { value: 'ONLY_ONE', label: 'Single', sublabel: 'Only 1 Person', icon: 'person' } ]; @Output() currentAccountProductTemplate = new EventEmitter(); productTemplate: any = null; accountTypeOptions: string[] = []; customerSegmentOptions: string[] = []; selectedAccountType: string | null = null; selectedCustomerSegment: string | null = null; // ── Client info (auto-fetched) ───────────────────────────────────────── clientDob: Date | null = null; clientAge: number | null = null; /** Exposed for tooltips so the displayed rule can never drift from the applied rule. */ readonly minorAgeThreshold = MINOR_AGE_THRESHOLD; clientGender: string | null = null; primaryClientName = ''; primaryClientCif = ''; primaryClientId: number | null = null; primaryHolderShare = 50; // ── Status of Account (RBI) ──────────────────────────────────────────── readonly accountStatusOptions = [ { value: 'INDIVIDUAL_MALE', label: 'Individual (Male)', icon: 'person', color: '#3b82f6' }, { value: 'INDIVIDUAL_FEMALE', label: 'Individual (Female)', icon: 'person_outline', color: '#ec4899' }, { value: 'SINGLE', label: 'Single Account', icon: 'account_circle', color: '#0891b2' }, { value: 'JOINT', label: 'Joint Account', icon: 'group', color: '#8b5cf6' }, { value: 'MINOR', label: 'Minor Account', icon: 'child_care', color: '#f59e0b' }, { value: 'SENIOR_CITIZEN', label: 'Senior Citizen', icon: 'elderly', color: '#10b981' } ]; selectedAccountStatus = ''; // ── Joint Account (Status of Account) ───────────────────────────────── jointHolders: Array<{ clientId: number; clientName: string; clientCif: string; sharePercentage: number; isMandatory: boolean; signingAuthority?: string; role?: string; }> = []; modeOfOperation = ''; readonly modeOfOperationOptions = [ { value: 'EITHER_OR_SURVIVOR', label: 'E or S', sublabel: 'Either or Survivor', icon: 'how_to_vote' }, { value: 'FORMER_OR_SURVIVOR', label: 'F or S', sublabel: 'Former or Survivor', icon: 'person' }, { value: 'JOINTLY', label: 'Jointly', sublabel: 'All Must Sign', icon: 'groups' }, { value: 'ANYONE_OR_SURVIVOR', label: 'Anyone', sublabel: 'Anyone or Survivor', icon: 'group' } ]; // ── Individual Male — Special Category ──────────────────────────────── selectedSpecialCategory = ''; readonly specialCategoryOptions = [ { value: 'DEFENCE', label: 'Defence Personnel', icon: 'military_tech' }, { value: 'EX_SERVICEMAN', label: 'Ex-Serviceman', icon: 'shield' }, { value: 'GOVT_EMPLOYEE', label: 'Government Employee', icon: 'account_balance' }, { value: 'PHYSICALLY_CHALLENGED', label: 'Physically Challenged', icon: 'accessible' }, { value: 'NRI', label: 'NRI (Non-Resident Indian)', icon: 'flight' }, { value: 'NONE', label: 'None / General', icon: 'person' } ]; // ── Individual Female — Weaker Section ──────────────────────────────── selectedWeakerSection = ''; readonly weakerSectionOptions = [ { value: 'BPL', label: 'BPL (Below Poverty Line)', icon: 'volunteer_activism' }, { value: 'SC_ST', label: 'SC / ST Category', icon: 'groups' }, { value: 'MINORITY', label: 'Minority Community', icon: 'diversity_3' }, { value: 'SHG', label: 'Self Help Group Member', icon: 'handshake' }, { value: 'PMJDY', label: 'PMJDY Beneficiary', icon: 'savings' }, { value: 'NONE', label: 'None / General', icon: 'person_outline' } ]; // ── Minor Account ────────────────────────────────────────────────────── guardianClientId: number | null = null; guardianName = ''; guardianCif = ''; guardianRelationship = ''; minorDob: Date | null = null; readonly guardianRelationshipOptions = [ 'Father', 'Mother', 'Legal Guardian', 'Court Appointed Guardian' ]; constructor() { this.createCurrentAccountDetailsForm(); } ngOnInit() { this.maxDate = this.settingsService.businessDate; this.buildDependencies(); const clientId = this.currentAccountTemplate?.clientId; if (clientId) { this.primaryClientId = clientId; this.clientsService.getClientData(String(clientId)).subscribe((client: any) => { this.isNonIndividualClient = client?.legalForm?.id === 2; this.primaryClientName = client?.displayName ?? client?.fullname ?? ''; this.primaryClientCif = client?.cifNumber ?? client?.cifNo ?? ''; if (client?.dateOfBirth) { const dob = this.parseClientDob(client.dateOfBirth); if (dob) { this.clientDob = dob; this.clientAge = this.calculateAge(dob); this.clientGender = client.gender?.name?.toLowerCase() ?? null; this.autoDetectAccountStatus(); } } this.cdr.detectChanges(); }); } if (this.currentAccountTemplate) { this.productData = this.currentAccountTemplate.productOptions; const existingProductId = this.currentAccountTemplate.currentAccountProductId ?? this.currentAccountTemplate.productId; // Edit mode: account response always has accountNo; pure template has previewAccountNo only if (this.currentAccountTemplate.accountNo) { this.isEditMode = true; } if ((!this.productData || this.productData.length === 0) && existingProductId) { this.isEditMode = true; this.productData = [ { id: existingProductId, name: this.currentAccountTemplate.productName ?? this.currentAccountTemplate.currentAccountProductName ?? 'Product' } ]; } if (existingProductId) { this.currentAccountDetailsForm.patchValue({ productId: existingProductId, submittedOnDate: this.currentAccountTemplate.timeline?.submittedOnDate && new Date(this.currentAccountTemplate.timeline.submittedOnDate), externalId: this.currentAccountTemplate.externalId }); } else { this.currentAccountDetailsForm.patchValue({ submittedOnDate: this.settingsService.businessDate }); } } if (this.readOnly) { this.currentAccountDetailsForm.disable(); } } createCurrentAccountDetailsForm() { this.currentAccountDetailsForm = this.formBuilder.group({ productId: [ '', Validators.required ], submittedOnDate: [ '', Validators.required ], fieldOfficerId: [''], externalId: [''], balanceSwapOption: [false], msme: [false], autoDebitFacility: [false], establishmentDate: [''], startOperationDate: [''] }); } buildDependencies() { const entityId = this.currentAccountTemplate.groupId || this.currentAccountTemplate.clientId; this.currentAccountDetailsForm.get('productId').valueChanges.subscribe((productId: string) => { this.currentAccountsService .getCurrentAccountTemplate(entityId, productId, this.currentAccountTemplate.groupId ? true : false) .subscribe((response: any) => { if (!response.currency) { const selectedProduct = this.currentAccountTemplate.productOptions?.find( (product: any) => product.id == productId ); if (selectedProduct?.currency) { response.currency = selectedProduct.currency; } else if (this.currentAccountTemplate.currency) { response.currency = this.currentAccountTemplate.currency; } } this.productTemplate = response; this.accountTypeOptions = this.extractOptions(response.accountTypeOptions, response.accountType); this.customerSegmentOptions = this.extractOptions(response.customerSegmentOptions, response.customerSegment); this.selectedAccountType = response.accountType ?? null; this.selectedCustomerSegment = response.customerSegment ?? null; this.currentAccountProductTemplate.emit(response); this.fieldOfficerData = response.fieldOfficerOptions; this.currentAccountProductSelected = true; this.shareLinkingEnabled = !!response.shareLinkingEnabled; this.currentAccountDetailsForm.patchValue({ balanceSwapOption: !!response.balanceSwapOption, msme: !!response.msme, autoDebitFacility: !!response.autoDebitFacility }); this.cdr.detectChanges(); if (!this.isFieldOfficerPatched && this.currentAccountTemplate.fieldOfficerId) { this.currentAccountDetailsForm.get('fieldOfficerId').patchValue(this.currentAccountTemplate.fieldOfficerId); this.isFieldOfficerPatched = true; } else { this.currentAccountDetailsForm.get('fieldOfficerId').patchValue(''); } // === Restore existing account values when in edit/modify mode === this.restoreExistingAccountValues(); }); }); } private restoreExistingAccountValues(): void { const ea = this.currentAccountTemplate; // Edit mode: API returns `productId`, create template uses `currentAccountProductId` if (!ea?.currentAccountProductId && !ea?.productId) { return; } const strVal = (v: any): string => (typeof v === 'object' && v !== null ? (v.value ?? '') : (v ?? '')); const accountStatus = strVal(ea.accountStatus); if (accountStatus) { this.selectedAccountStatus = accountStatus; } const customerSegment = strVal(ea.customerSegment); if (customerSegment) { this.selectedCustomerSegment = customerSegment; } // cbsAccountType is the CBS descriptive type ("Standard Account", etc.) // ea.accountType is Fineract's enum-based type ({id,value:"Individual"}) — do NOT use as fallback const accountType = ea.cbsAccountType ? strVal(ea.cbsAccountType) : null; if (accountType) { this.selectedAccountType = accountType; } if (accountStatus === 'JOINT') { const modeOfOp = strVal(ea.modeOfOperation); if (modeOfOp) { this.modeOfOperation = modeOfOp; } // jointHolders may not be returned by backend — skip if absent if (Array.isArray(ea.jointHolders) && ea.jointHolders.length > 0) { // Support both camelCase and lowercase keys (MySQL queryForList returns lowercase) const isPH = (h: any) => h.isPrimary ?? h.isprimary ?? false; const primary = ea.jointHolders.find((h: any) => isPH(h)); const ps = primary?.sharePercentage ?? primary?.sharepercentage; if (ps) { this.primaryHolderShare = +ps; } this.jointHolders = ea.jointHolders .filter((h: any) => !isPH(h)) .map((h: any) => ({ clientId: h.clientId ?? h.clientid, clientName: h.displayName ?? h.displayname ?? h.clientName ?? '', clientCif: h.cifNumber ?? h.cifnumber ?? h.clientCif ?? '', sharePercentage: +(h.sharePercentage ?? h.sharepercentage ?? 0), isMandatory: !!(h.isMandatory ?? h.ismandatory) })); } } if (accountStatus === 'INDIVIDUAL_MALE' && ea.specialCategory) { this.selectedSpecialCategory = ea.specialCategory; } if (accountStatus === 'INDIVIDUAL_FEMALE' && ea.weakerSection) { this.selectedWeakerSection = ea.weakerSection; } if (accountStatus === 'MINOR') { if (ea.guardianClientId) { this.guardianClientId = ea.guardianClientId; } if (ea.guardianName) { this.guardianName = ea.guardianName; } if (ea.guardianCifNumber) { this.guardianCif = ea.guardianCifNumber; } if (ea.guardianRelationship) { this.guardianRelationship = ea.guardianRelationship; } if (ea.minorDateOfBirth) { const d = new Date(ea.minorDateOfBirth); if (!isNaN(d.getTime())) { this.minorDob = d; } } } // API returns introducerClientId, not introducerId const introId = ea.introducerId ?? ea.introducerClientId; if (introId) { this.introducerId = introId; this.introducerName = ea.introducerName ?? null; this.introducerCif = ea.introducerCifNumber ?? null; } this.shareLinkingEnabled = ea.shareLinkingEnabled !== undefined ? !!ea.shareLinkingEnabled : !!ea.isLinkingEnable; this.currentAccountDetailsForm.patchValue({ balanceSwapOption: !!ea.balanceSwapOption, msme: !!ea.msme, autoDebitFacility: !!ea.autoDebitFacility, ...(ea.establishmentDate ? { establishmentDate: new Date(ea.establishmentDate) } : {}), ...(ea.startOperationDate ? { startOperationDate: new Date(ea.startOperationDate) } : {}) }); this.cdr.detectChanges(); } private extractOptions(options: any[], fallback?: string): string[] { if (Array.isArray(options) && options.length > 0) { return options.map((o: any) => o.value ?? o.name ?? o); } return fallback ? [fallback] : []; } formatTemplateDate(value: any): string { if (!value) return ''; let dateValue: Date | null = null; if (value instanceof Date) { dateValue = value; } else if (Array.isArray(value) && value.length >= 3) { dateValue = new Date(value[0], value[1] - 1, value[2]); } else { dateValue = new Date(value); } if (!dateValue || Number.isNaN(dateValue.getTime())) { return Array.isArray(value) ? value.join('/') : String(value); } return this.dateUtils.formatDate(dateValue, 'M/d/yyyy') || ''; } // ── Client DOB helpers ───────────────────────────────────────────────── private parseClientDob(dob: any): Date | null { if (!dob) return null; if (Array.isArray(dob) && dob.length >= 3) return new Date(dob[0], dob[1] - 1, dob[2]); const d = new Date(dob); return isNaN(d.getTime()) ? null : d; } private calculateAge(dob: Date): number { const today = this.settingsService.businessDate ?? new Date(); let age = today.getFullYear() - dob.getFullYear(); const m = today.getMonth() - dob.getMonth(); if (m < 0 || (m === 0 && today.getDate() < dob.getDate())) age--; return age; } private autoDetectAccountStatus(): void { if (this.isEditMode) { return; } if (this.clientAge === null) return; if (isMinorAge(this.clientAge)) { this.selectedAccountStatus = 'MINOR'; this.minorDob = this.clientDob; } else if (isSeniorCitizenAge(this.clientAge)) { this.selectedAccountStatus = 'SENIOR_CITIZEN'; } else if (this.clientGender === 'female') { this.selectedAccountStatus = 'INDIVIDUAL_FEMALE'; } else { this.selectedAccountStatus = 'INDIVIDUAL_MALE'; } } isTileDisabled(value: string): boolean { if (this.readOnly) return true; if (value === 'MINOR') return !isMinorAge(this.clientAge); if (value === 'SENIOR_CITIZEN') return !isSeniorCitizenAge(this.clientAge); return false; } getTileTooltip(value: string): string { if (value === 'MINOR' && !isMinorAge(this.clientAge)) return `Age ${this.clientAge} yrs — Minor only allowed below years`; if (value === 'SENIOR_CITIZEN' && !isSeniorCitizenAge(this.clientAge)) return `Age ${this.clientAge} yrs — Senior Citizen only allowed at 60+ years`; if (value === 'MINOR' && this.clientAge === null) return 'DOB not available — cannot verify age'; if (value === 'SENIOR_CITIZEN' && this.clientAge === null) return 'DOB not available — cannot verify age'; return ''; } // ── Introducer ───────────────────────────────────────────────────────── onIntroducerChange(event: { clientId: number; displayName: string; cifNumber?: string } | null): void { this.introducerId = event?.clientId ?? null; this.introducerName = event?.displayName ?? null; this.introducerCif = event?.cifNumber ?? null; } onGuardianChange(event: { clientId: number; displayName: string; cifNumber?: string } | null): void { this.guardianClientId = event?.clientId ?? null; this.guardianName = event?.displayName ?? ''; this.guardianCif = event?.cifNumber ?? ''; } // ── Joint Account (Status of Account) ───────────────────────────────── openAddJointHolderDialog(): void { const excludedClientIds = [ ...(this.primaryClientId ? [this.primaryClientId] : []), ...this.jointHolders.map((h: any) => h.clientId).filter(Boolean) ]; const maxSharePercentage = Math.max(0, 100 - this.totalJointSharePercentage); const ref = this.dialog.open(AddRelatedClientDialogComponent, { width: '500px', panelClass: 'arc-dialog-panel', disableClose: true, data: { excludedClientIds, maxSharePercentage } }); ref.afterClosed().subscribe((result) => { if (result) { const isPrimary = this.primaryClientCif && this.primaryClientCif === result.clientCif; const duplicate = isPrimary || this.jointHolders.some((h) => h.clientCif && h.clientCif === result.clientCif); if (duplicate) { this.alertService.alert({ type: 'Error', message: `Account holder with CIF ${result.clientCif} is already added.` }); return; } this.jointHolders = [ ...this.jointHolders, { ...result, isMandatory: false }]; this.autoSetModeOfOperation(); } }); } removeJointHolder(index: number): void { this.jointHolders = this.jointHolders.filter((_, i) => i !== index); this.autoSetModeOfOperation(); } toggleJointHolderMandatory(holder: any): void { holder.isMandatory = !holder.isMandatory; this.autoSetModeOfOperation(); } autoSetModeOfOperation(): void { const mandatory = this.jointHolders.filter((h) => h.isMandatory).length; if (mandatory === 0) this.modeOfOperation = 'EITHER_OR_SURVIVOR'; else if (mandatory === 1) this.modeOfOperation = 'FORMER_OR_SURVIVOR'; else this.modeOfOperation = 'JOINTLY'; } get totalJointSharePercentage(): number { return (this.primaryHolderShare || 0) + this.jointHolders.reduce((sum, h) => sum + (h.sharePercentage || 0), 0); } onPrimaryShareInput(event: Event): void { const input = event.target as HTMLInputElement; let val = +input.value; if (val > 100) { val = 100; input.value = '100'; } this.primaryHolderShare = val; if (val >= 1) this.redistributeCoHolders(); } onPrimaryShareBlur(event: Event): void { const input = event.target as HTMLInputElement; let val = +input.value; if (!val || val < 1) { val = 1; input.value = '1'; this.primaryHolderShare = 1; this.redistributeCoHolders(); } } private redistributeCoHolders(): void { if (this.jointHolders.length === 0) return; const remaining = 100 - this.primaryHolderShare; const totalCo = this.jointHolders.reduce((sum, h) => sum + (h.sharePercentage || 0), 0); if (totalCo === 0) return; let allocated = 0; this.jointHolders.forEach((h, i) => { if (i === this.jointHolders.length - 1) { h.sharePercentage = Math.max(0, remaining - allocated); } else { const share = Math.round((h.sharePercentage / totalCo) * remaining); h.sharePercentage = Math.max(0, share); allocated += h.sharePercentage; } }); } get isJointOwnershipValid(): boolean { return ( this.totalJointSharePercentage === 100 && this.primaryHolderShare >= 1 && this.jointHolders.every((h) => h.sharePercentage >= 1) ); } get mandatoryJointCount(): number { return this.jointHolders.filter((h) => h.isMandatory).length; } get selectedModeLabel(): string { return this.modeOfOperationOptions.find((o) => o.value === this.modeOfOperation)?.sublabel ?? ''; } get today(): Date { const d = new Date(); d.setHours(0, 0, 0, 0); return d; } get minStartOperationDate(): Date | null { const val = this.currentAccountDetailsForm?.get('establishmentDate')?.value; return val ? new Date(val) : null; } get majorityDate(): string { const dob = this.minorDob ?? this.clientDob; if (!dob) return ''; const d = new Date(dob); d.setFullYear(d.getFullYear() + AGE_OF_MAJORITY); return this.dateUtils.formatDate(d, 'M/d/yyyy') || ''; } // ── Non-Individual (existing) helpers ────────────────────────────────── openAddRelatedClientDialog(): void { const excludedClientIds = [ ...(this.primaryClientId ? [this.primaryClientId] : []), ...this.relatedClients.map((c: any) => c.clientId).filter(Boolean) ]; const maxSharePercentage = Math.max(0, 100 - this.totalSharePercentage); const ref = this.dialog.open(AddRelatedClientDialogComponent, { width: '500px', panelClass: 'arc-dialog-panel', disableClose: true, data: { excludedClientIds, maxSharePercentage } }); ref.afterClosed().subscribe((result) => { if (result) { const duplicate = this.relatedClients.some((c) => c.clientCif && c.clientCif === result.clientCif); if (duplicate) { this.alertService.alert({ type: 'Error', message: `Partner with CIF ${result.clientCif} is already added.` }); return; } this.relatedClients = [ ...this.relatedClients, { ...result, isMandatory: false }]; this.autoSetSignatoryRights(); } }); } removeRelatedClient(index: number): void { this.relatedClients = this.relatedClients.filter((_, i) => i !== index); this.autoSetSignatoryRights(); } toggleMandatory(client: any): void { client.isMandatory = !client.isMandatory; this.autoSetSignatoryRights(); } autoSetSignatoryRights(): void { const mandatory = this.relatedClients.filter((c) => c.isMandatory).length; if (mandatory === 0) this.signatoryRights = 'ANYONE'; else if (mandatory === 1) this.signatoryRights = 'ONE_MANDATORY'; else this.signatoryRights = 'TWO_MANDATORY'; } get totalSharePercentage(): number { return this.relatedClients.reduce((sum, c) => sum + (c.sharePercentage || 0), 0); } get mandatoryCount(): number { return this.relatedClients.filter((c) => c.isMandatory).length; } get selectedSignatoryLabel(): string { const opt = this.signatoryRightsOptions.find((x) => x.value === this.signatoryRights); return opt ? opt.sublabel : ''; } get currentAccountDetails() { const value = this.currentAccountDetailsForm.getRawValue(); value.shareLinkingEnabled = this.shareLinkingEnabled; if (this.introducerId) { value.introducerId = this.introducerId; value.introducerName = this.introducerName; value.introducerCifNumber = this.introducerCif; } value.isNonIndividualClient = this.isNonIndividualClient; // Product classification fields if (this.selectedAccountType) { value.accountType = this.selectedAccountType; } if (this.selectedCustomerSegment) { value.customerSegment = this.selectedCustomerSegment; } // accountStatus applies to all client types value.accountStatus = this.selectedAccountStatus || null; if (this.selectedAccountStatus === 'INDIVIDUAL_MALE' && this.selectedSpecialCategory) value.specialCategory = this.selectedSpecialCategory; if (this.selectedAccountStatus === 'INDIVIDUAL_FEMALE' && this.selectedWeakerSection) value.weakerSection = this.selectedWeakerSection; if (this.selectedAccountStatus === 'JOINT') { value.modeOfOperation = this.modeOfOperation || null; value.jointHolders = [ { clientId: this.primaryClientId, displayName: this.primaryClientName, cifNumber: this.primaryClientCif, sharePercentage: this.primaryHolderShare, isMandatory: true, isPrimary: true, signingAuthority: 'Mandatory', role: 'Primary Account Holder' }, ...this.jointHolders.map((h) => ({ clientId: h.clientId, displayName: h.clientName, cifNumber: h.clientCif, sharePercentage: h.sharePercentage, isMandatory: h.isMandatory, isPrimary: false, signingAuthority: h.signingAuthority || (h.isMandatory ? 'Mandatory' : 'Optional'), role: h.role || 'Co-Holder' })) ]; } if (this.selectedAccountStatus === 'MINOR') { value.guardianClientId = this.guardianClientId; value.guardianName = this.guardianName; value.guardianCifNumber = this.guardianCif; value.guardianRelationship = this.guardianRelationship; value.minorDateOfBirth = this.minorDob ? this.dateUtils.formatDate(this.minorDob, 'dd MMMM yyyy') : null; } // non-individual: partners are a separate dataset if (this.isNonIndividualClient) { value.signatoryRights = this.signatoryRights || null; value.partners = this.relatedClients.map((c) => ({ clientId: c.clientId, clientName: c.clientName, clientCif: c.clientCif, sharePercentage: c.sharePercentage, isMandatory: c.isMandatory })); } return value; } }