/** * 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 } 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 { MatDialog } from '@angular/material/dialog'; import { MatStepperPrevious, MatStepperNext } from '@angular/material/stepper'; import { MatTable, MatColumnDef, MatHeaderCellDef, MatHeaderCell, MatCellDef, MatCell, MatHeaderRowDef, MatHeaderRow, MatRowDef, MatRow } from '@angular/material/table'; import { MatIcon } from '@angular/material/icon'; import { FormsModule } from '@angular/forms'; 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'; /** * 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, MatTable, MatColumnDef, MatHeaderCellDef, MatHeaderCell, MatCellDef, MatCell, MatHeaderRowDef, MatHeaderRow, MatRowDef, MatRow, 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 dateUtils = inject(Dates); private cdr = inject(ChangeDetectorRef); /** Current Account Template */ @Input() currentAccountTemplate: any; /** Minimum date allowed. */ minDate = new Date(2000, 0, 1); /** Maximum date allowed. */ maxDate = new Date(); /** Product Data */ productData: any; /** Field Officer Data */ fieldOfficerData: any; /** For edit current account form */ isFieldOfficerPatched = false; /** Current Account Details Form */ currentAccountDetailsForm: UntypedFormGroup; currentAccountProductSelected = false; introducerId: number | null = null; introducerName: string | null = null; introducerCif: string | null = null; /** Non-Individual section */ 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' } ]; /** Current Account Template with product data */ @Output() currentAccountProductTemplate = new EventEmitter(); /** Local copy of product template for displaying classification info */ productTemplate: any = null; constructor() { this.createCurrentAccountDetailsForm(); } ngOnInit() { this.maxDate = this.settingsService.businessDate; this.buildDependencies(); if (this.currentAccountTemplate?.clientId) { this.clientsService.getClientData(String(this.currentAccountTemplate.clientId)).subscribe((client: any) => { this.isNonIndividualClient = client?.legalForm?.id === 2; this.cdr.detectChanges(); }); } if (this.currentAccountTemplate) { this.productData = this.currentAccountTemplate.productOptions; if (this.currentAccountTemplate.currentAccountProductId) { this.currentAccountDetailsForm.patchValue({ productId: this.currentAccountTemplate.currentAccountProductId, submittedOnDate: this.currentAccountTemplate.timeline.submittedOnDate && new Date(this.currentAccountTemplate.timeline.submittedOnDate), externalId: this.currentAccountTemplate.externalId }); } else { this.currentAccountDetailsForm.patchValue({ submittedOnDate: this.settingsService.businessDate }); } } } /** * Creates current account details form. */ createCurrentAccountDetailsForm() { this.currentAccountDetailsForm = this.formBuilder.group({ productId: [ '', Validators.required ], submittedOnDate: [ '', Validators.required ], fieldOfficerId: [''], externalId: [''], balanceSwapOption: [false], msme: [false], autoDebitFacility: [false] }); } /** * Fetches current account product template on productId value changes */ 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) => { // Ensure currency is included in the product template if (!response.currency) { // Try to get currency from the selected product 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.currentAccountProductTemplate.emit(response); this.fieldOfficerData = response.fieldOfficerOptions; this.currentAccountProductSelected = true; // Pre-populate toggles from product defaults (user can override) 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(''); } }); }); } /** * Formats template dates into the current CBS date format. */ 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') || ''; } /** * Returns current account form value. */ 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; } openAddRelatedClientDialog(): void { const ref = this.dialog.open(AddRelatedClientDialogComponent, { width: '500px', panelClass: 'arc-dialog-panel', disableClose: true }); ref.afterClosed().subscribe((result) => { if (result) { const duplicate = this.relatedClients.some((c) => c.clientCif && c.clientCif === result.clientCif); if (duplicate) { alert(`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(); } /** Auto-compute Mode of Operation based on mandatory count */ 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(); if (this.introducerId) { value.introducerId = this.introducerId; value.introducerName = this.introducerName; value.introducerCif = this.introducerCif; } 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; } }