nitesh
186a9057a1
The "Add Member" dialog closed silently on submit, giving no acknowledgement of what got recorded — most notably the linked client's own CBS Client ID when the member was linked to an existing client rather than entered manually. Added a confirmation popup showing Client ID (when linked), name, relationship, DOB and dependent status right after submit.
609 lines
20 KiB
TypeScript
609 lines
20 KiB
TypeScript
/**
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* Copyright since 2025 Mifos Initiative
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*
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* This Source Code Form is subject to the terms of the Mozilla Public
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* License, v. 2.0. If a copy of the MPL was not distributed with this
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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import { Component, Input, OnInit, inject } from '@angular/core';
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import { MatDialog } from '@angular/material/dialog';
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import { TranslateService } from '@ngx-translate/core';
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import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
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import { ClientFamilyMemberDialogComponent } from './client-family-member-dialog/client-family-member-dialog.component';
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import { ImageZoomDialogComponent } from './client-family-member-dialog/client-family-member-dialog.component';
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import { FamilyMemberAddedDialogComponent } from './family-member-added-dialog.component';
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import { ClientsService } from '../../clients.service';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { MatIcon } from '@angular/material/icon';
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import { MatSlideToggle } from '@angular/material/slide-toggle';
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import { MatProgressSpinner } from '@angular/material/progress-spinner';
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import { FindPipe } from '../../../pipes/find.pipe';
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import { DateFormatPipe } from '../../../pipes/date-format.pipe';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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import { FormsModule } from '@angular/forms';
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import { DomSanitizer } from '@angular/platform-browser';
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import { MatTooltip } from '@angular/material/tooltip';
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@Component({
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selector: 'mifosx-client-family-members-step',
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templateUrl: './client-family-members-step.component.html',
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styleUrls: ['./client-family-members-step.component.scss'],
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imports: [
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...STANDALONE_SHARED_IMPORTS,
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FormsModule,
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FaIconComponent,
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MatIcon,
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MatSlideToggle,
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MatProgressSpinner,
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FindPipe,
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DateFormatPipe,
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MatTooltip
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]
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})
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export class ClientFamilyMembersStepComponent implements OnInit {
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dialog = inject(MatDialog);
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private translateService = inject(TranslateService);
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private clientsService = inject(ClientsService);
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private sanitizer = inject(DomSanitizer);
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@Input() clientTemplate: any;
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@Input() clientId: string = '';
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@Input() maritalStatusId: number | null = null;
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@Input() maritalStatusOptions: any[] = [];
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/** Read-only mode — hides add/edit/delete buttons */
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@Input() readOnly = false;
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/**
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* When true, hide the family-member section entirely. Used for clients that
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* are eligible for nominees but not for family members (e.g. proprietorship
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* entities — see {@link nomineeAllowed} / {@link familyAllowed}).
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*/
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@Input() nomineeOnly = false;
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/** Family Members */
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clientFamilyMembers: any[] = [];
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private loaded = false;
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/** Nominees */
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nominees: any[] = [];
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private nomineesLoaded = false;
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showNomineeForm = false;
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/** Nominee search */
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nomineeSearchText = '';
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nomineeSearchResults: any[] = [];
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nomineeSearching = false;
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private nomineeSearchTimer: any = null;
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/** Selected nominee client */
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selectedNomineeClient: any = null;
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nomineeRelationshipId: number | null = null;
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nomineePercentageShare: number | null = null;
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nomineeIsMinor = false;
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nomineeSaving = false;
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nomineeType = 'DA1';
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/** Nomination type options */
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nominationTypeOptions = [
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{ value: 'DA1', label: 'DA1 - Add Nominee' },
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{ value: 'DA5', label: 'DA5 - Modify / Cancel Nominee' }
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];
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/** Guardian search (for minor nominee) */
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guardianSearchText = '';
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guardianSearchResults: any[] = [];
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guardianSearching = false;
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selectedGuardian: any = null;
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guardianRelationship = '';
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private guardianSearchTimer: any = null;
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/** Relationship options */
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relationshipOptions = [
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'Father',
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'Mother',
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'Spouse',
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'Son',
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'Daughter',
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'Brother',
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'Sister',
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'Uncle',
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'Aunt',
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'Grandfather',
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'Grandmother',
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'Friend',
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'Business Partner',
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'Other'
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];
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ngOnInit(): void {
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if (this.clientId) {
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this.loadExistingMembers();
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this.loadNominees();
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}
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}
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// ═══ Family Members ═══
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private loadExistingMembers(): void {
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if (this.loaded) return;
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this.clientsService.getClientFamilyMembers(this.clientId).subscribe({
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next: (data: any) => {
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this.loaded = true;
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this.clientFamilyMembers = Array.isArray(data) ? data : [];
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},
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error: () => {
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this.loaded = true;
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}
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});
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}
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addFamilyMember() {
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if (this.nomineeOnly || this.readOnly) return;
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const ref = this.dialog.open(ClientFamilyMemberDialogComponent, {
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data: {
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context: 'Add',
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options: this.clientTemplate.familyMemberOptions,
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existingMembers: this.clientFamilyMembers,
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hostClientId: this.clientId
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},
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width: '640px',
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maxWidth: '95vw',
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panelClass: 'fm-dialog-panel'
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});
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ref.afterClosed().subscribe((response: any) => {
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if (response?.member) {
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this.clientFamilyMembers.push(response.member);
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this.showFamilyMemberAddedConfirmation(response.member);
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}
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});
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}
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/** Confirms what was just recorded — in particular the linked client's own CBS Client ID,
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* since the "Add Member" dialog closes silently otherwise and gives no acknowledgement. */
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private showFamilyMemberAddedConfirmation(member: any): void {
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this.dialog.open(FamilyMemberAddedDialogComponent, {
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width: '360px',
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data: {
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clientId: member._linkedClient?.id ?? member.linkedClientId ?? null,
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name: member._linkedClient?.displayName || member.firstName,
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relationship: this.getRelName(member.relationshipId),
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dateOfBirth: member.dateOfBirth,
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isDependent: member.isDependent
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}
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});
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}
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viewFamilyMember(member: any) {
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this.dialog.open(ClientFamilyMemberDialogComponent, {
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data: {
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context: 'View',
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member,
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options: this.clientTemplate.familyMemberOptions,
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existingMembers: this.clientFamilyMembers,
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hostClientId: this.clientId
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},
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width: '640px',
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maxWidth: '95vw',
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panelClass: 'fm-dialog-panel'
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});
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}
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editFamilyMember(member: any, index: number) {
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const ref = this.dialog.open(ClientFamilyMemberDialogComponent, {
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data: {
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context: 'Edit',
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member,
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options: this.clientTemplate.familyMemberOptions,
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existingMembers: this.clientFamilyMembers,
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hostClientId: this.clientId
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},
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width: '640px',
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maxWidth: '95vw',
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panelClass: 'fm-dialog-panel'
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});
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ref.afterClosed().subscribe((response: any) => {
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if (!response?.member) return;
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const updated = response.member;
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this.clientFamilyMembers.splice(index, 1, updated);
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// Persist to backend if this is an existing (already-saved) member
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if (member.id && this.clientId) {
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const { id, _linkedClient, _marriageCertFile, ...payload } = updated;
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this.clientsService.editFamilyMember(this.clientId, member.id, payload).subscribe({ error: () => {} });
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}
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});
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}
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deleteFamilyMember(name: string, index: number) {
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const ref = this.dialog.open(DeleteDialogComponent, {
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data: { deleteContext: `${name}` }
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});
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ref.afterClosed().subscribe((response: any) => {
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if (!response?.delete) return;
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const member = this.clientFamilyMembers[index];
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// Persist deletion to backend for existing members; locally-added ones just drop from the array
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if (member?.id && this.clientId) {
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this.clientsService.deleteFamilyMember(this.clientId, member.id.toString()).subscribe({
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next: () => this.clientFamilyMembers.splice(index, 1),
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error: () => this.clientFamilyMembers.splice(index, 1)
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});
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} else {
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this.clientFamilyMembers.splice(index, 1);
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}
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});
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}
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get familyMembers() {
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return { familyMembers: this.clientFamilyMembers };
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}
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get hasFamilyMembers(): boolean {
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return this.clientFamilyMembers.length > 0;
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}
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/** True if a family member with the given relationship (case-insensitive) has been added */
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private hasRelationship(name: string): boolean {
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const target = name.toLowerCase();
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return this.clientFamilyMembers.some((m: any) => {
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const resolved = this.getRelName(m.relationshipId ?? m.relationship).toLowerCase();
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if (resolved === target) return true;
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return typeof m.relationship === 'string' && m.relationship.toLowerCase() === target;
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});
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}
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get hasMother(): boolean {
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return this.hasRelationship('mother');
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}
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get hasFather(): boolean {
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return this.hasRelationship('father');
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}
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get hasCaretaker(): boolean {
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return this.hasRelationship('caretaker');
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}
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/** Mother is always required; Father is required unless a Caretaker has been added instead. */
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get familyRelationshipRulesMet(): boolean {
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return this.hasMother && (this.hasFather || this.hasCaretaker);
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}
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/** Check if client's marital status is "Married" */
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get isMarried(): boolean {
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if (!this.maritalStatusId || !this.maritalStatusOptions?.length) return false;
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const selected = this.maritalStatusOptions.find((o: any) => o.id === this.maritalStatusId);
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return selected?.name?.toLowerCase().includes('married') || false;
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}
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/** Check if a spouse has been added */
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get hasSpouse(): boolean {
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return this.clientFamilyMembers.some((m: any) => {
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const rel = m.relationship || m.relationshipId;
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const relName = typeof rel === 'string' ? rel : '';
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return relName.toLowerCase() === 'spouse' || m.firstName?.toLowerCase().includes('spouse');
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});
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}
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// ═══ Nominees ═══
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private loadNominees(): void {
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if (this.nomineesLoaded || !this.clientId) return;
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// Nominees are stored as family members with nominationType set
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this.clientsService.getClientFamilyMembers(this.clientId).subscribe({
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next: (data: any) => {
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this.nomineesLoaded = true;
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const allMembers = Array.isArray(data) ? data : [];
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this.nominees = allMembers.filter((m: any) => m.nominationType && m.nominationType !== '');
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},
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error: () => {
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this.nomineesLoaded = true;
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}
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});
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}
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onNomineeSearch(text: string): void {
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this.nomineeSearchText = text;
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clearTimeout(this.nomineeSearchTimer);
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if (!text || text.length < 2) {
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this.nomineeSearchResults = [];
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return;
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}
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this.nomineeSearching = true;
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this.nomineeSearchTimer = setTimeout(() => {
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// Nominee picker: a nominee must be a natural person, never a corporate entity.
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this.clientsService.searchByText(text, 0, 10, '', '', true, 'INDIVIDUAL').subscribe({
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next: (data: any) => {
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this.nomineeSearchResults = data?.content || [];
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this.nomineeSearching = false;
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this.clientsService.enrichSearchResults(this.nomineeSearchResults);
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},
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error: () => {
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this.nomineeSearchResults = [];
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this.nomineeSearching = false;
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}
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});
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}, 400);
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}
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selectNomineeClient(client: any): void {
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this.selectedNomineeClient = { ...client, _loading: true };
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this.nomineeSearchResults = [];
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this.nomineeSearchText = '';
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this.fetchNomineeClientDetails(client.id);
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}
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private fetchNomineeClientDetails(clientId: number): void {
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const details: any = {};
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let pending = 4;
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const done = () => {
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pending--;
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if (pending <= 0) {
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this.selectedNomineeClient = { ...this.selectedNomineeClient, ...details, _loading: false };
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}
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};
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// Fetch client data for DOB
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this.clientsService.getClientData(clientId.toString()).subscribe({
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next: (data: any) => {
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if (data?.dateOfBirth) {
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details.dateOfBirth = data.dateOfBirth;
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}
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done();
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},
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error: () => done()
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});
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// Fetch KYC for PAN/Aadhaar + verification status
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this.clientsService.getClientKyc(clientId.toString()).subscribe({
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next: (kyc: any) => {
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details.panNumber = kyc?.panNumber || null;
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details.aadhaarMasked = kyc?.aadhaarNumberMasked || null;
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details.panVerified = kyc?.panVerified || false;
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details.aadhaarVerified = kyc?.aadhaarVerified || false;
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done();
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},
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error: () => done()
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});
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// Fetch profile image
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this.clientsService.getClientProfileImage(clientId.toString()).subscribe({
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next: (img: any) => {
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if (img) {
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details.profileImageUrl = this.sanitizer.bypassSecurityTrustResourceUrl(img);
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}
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done();
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},
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error: () => done()
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});
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// Fetch signature image
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this.clientsService.getClientDocuments(clientId.toString()).subscribe({
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next: (docs: any[]) => {
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const sigDoc = docs?.find(
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(d: any) => d.name?.toLowerCase().includes('signature') || d.description?.toLowerCase().includes('signature')
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);
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if (sigDoc) {
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this.clientsService.getClientSignatureImage(clientId.toString(), sigDoc.id.toString()).subscribe({
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next: (blob: Blob) => {
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details.signatureUrl = this.sanitizer.bypassSecurityTrustUrl(URL.createObjectURL(blob));
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done();
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},
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error: () => done()
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});
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} else {
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done();
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}
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},
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error: () => done()
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});
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}
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onGuardianSearch(text: string): void {
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this.guardianSearchText = text;
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clearTimeout(this.guardianSearchTimer);
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if (!text || text.length < 2) {
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this.guardianSearchResults = [];
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return;
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}
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this.guardianSearching = true;
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this.guardianSearchTimer = setTimeout(() => {
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// Guardian picker: a guardian is by definition a natural person responsible for a minor /
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// dependent — non-individuals can never play that role.
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this.clientsService.searchByText(text, 0, 10, '', '', true, 'INDIVIDUAL').subscribe({
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next: (data: any) => {
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this.guardianSearchResults = data?.content || [];
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this.guardianSearching = false;
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this.clientsService.enrichSearchResults(this.guardianSearchResults);
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},
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error: () => {
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this.guardianSearchResults = [];
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this.guardianSearching = false;
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}
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});
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}, 400);
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}
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selectGuardian(client: any): void {
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this.selectedGuardian = client;
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this.guardianSearchResults = [];
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this.guardianSearchText = '';
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}
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get existingShareTotal(): number {
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return this.nominees.reduce((sum, n) => sum + (n.percentageShare || 0), 0);
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}
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get totalSharePercentage(): number {
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return this.existingShareTotal + (this.nomineePercentageShare || 0);
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}
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get maxAllowedShare(): number {
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return 100 - this.existingShareTotal;
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}
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saveNominee(): void {
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if (!this.clientId || !this.selectedNomineeClient || !this.nomineeRelationshipId || !this.nomineePercentageShare)
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return;
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if (this.totalSharePercentage > 100) return;
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this.nomineeSaving = true;
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// Get relationship name for display
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const relOption = this.clientTemplate?.familyMemberOptions?.relationshipIdOptions?.find(
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(r: any) => r.id === this.nomineeRelationshipId
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);
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const relName = relOption?.name || '';
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const payload: any = {
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firstName: this.selectedNomineeClient.displayName,
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relationshipId: this.nomineeRelationshipId,
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nominationType: this.nomineeType,
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percentageShare: this.nomineePercentageShare,
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isDependent: this.nomineeIsMinor,
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dateFormat: 'dd MMMM yyyy',
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locale: 'en'
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};
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if (this.nomineeIsMinor && this.selectedGuardian) {
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payload.guardianName = this.selectedGuardian.displayName;
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payload.guardianRelationship = this.guardianRelationship;
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}
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this.clientsService.addFamilyMember(this.clientId, payload).subscribe({
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next: (res: any) => {
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this.nomineeSaving = false;
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this.nominees.push({
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id: res?.resourceId,
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...payload,
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relationship: relName,
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nomineeName: this.selectedNomineeClient.displayName,
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nomineeCif: this.selectedNomineeClient.accountNo,
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nomineeMobile: this.selectedNomineeClient.mobileNo,
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nomineeDob: this.selectedNomineeClient.dateOfBirth,
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profileImageUrl: this.selectedNomineeClient.profileImageUrl,
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signatureUrl: this.selectedNomineeClient.signatureUrl,
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panNumber: this.selectedNomineeClient.panNumber,
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aadhaarMasked: this.selectedNomineeClient.aadhaarMasked,
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guardianName: this.selectedGuardian?.displayName
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});
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this.resetNomineeForm();
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},
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error: () => {
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this.nomineeSaving = false;
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}
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});
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}
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/** Editing nominee state */
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editingNomineeIndex: number | null = null;
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editNomineeRelId: number | null = null;
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editNomineeShare: number | null = null;
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editNomineeType: string = 'DA1';
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editNominee(nominee: any, index: number): void {
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this.editingNomineeIndex = index;
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this.editNomineeRelId = nominee.relationshipId?.id || nominee.relationshipId || null;
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this.editNomineeShare = nominee.percentageShare;
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this.editNomineeType = nominee.nominationType || 'DA1';
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}
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cancelEditNominee(): void {
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this.editingNomineeIndex = null;
|
|
}
|
|
|
|
/** Max share allowed for the nominee being edited (excludes its own share) */
|
|
maxShareForEdit(index: number): number {
|
|
const otherTotal = this.nominees.reduce((sum, n, i) => (i === index ? sum : sum + (n.percentageShare || 0)), 0);
|
|
return 100 - otherTotal;
|
|
}
|
|
|
|
saveEditNominee(nominee: any, index: number): void {
|
|
if (!this.editNomineeRelId || !this.editNomineeShare) return;
|
|
const otherTotal = this.nominees.reduce((sum, n, i) => (i === index ? sum : sum + (n.percentageShare || 0)), 0);
|
|
if (otherTotal + this.editNomineeShare > 100) return;
|
|
|
|
const relOption = this.clientTemplate?.familyMemberOptions?.relationshipIdOptions?.find(
|
|
(r: any) => r.id === this.editNomineeRelId
|
|
);
|
|
|
|
// Update in-memory
|
|
nominee.relationshipId = this.editNomineeRelId;
|
|
nominee.relationship = relOption?.name || nominee.relationship;
|
|
nominee.percentageShare = this.editNomineeShare;
|
|
nominee.nominationType = this.editNomineeType;
|
|
|
|
// If saved to DB, update via API
|
|
if (nominee.id && this.clientId) {
|
|
const payload: any = {
|
|
firstName: nominee.firstName || nominee.nomineeName,
|
|
relationshipId: this.editNomineeRelId,
|
|
nominationType: this.editNomineeType,
|
|
percentageShare: this.editNomineeShare,
|
|
isDependent: nominee.isDependent || false,
|
|
dateFormat: 'dd MMMM yyyy',
|
|
locale: 'en'
|
|
};
|
|
if (nominee.guardianName) {
|
|
payload.guardianName = nominee.guardianName;
|
|
}
|
|
if (nominee.guardianRelationship) {
|
|
payload.guardianRelationship = nominee.guardianRelationship;
|
|
}
|
|
this.clientsService.editFamilyMember(this.clientId, nominee.id, payload).subscribe({ error: () => {} });
|
|
}
|
|
|
|
this.editingNomineeIndex = null;
|
|
}
|
|
|
|
deleteNominee(nominee: any, index: number): void {
|
|
const ref = this.dialog.open(DeleteDialogComponent, {
|
|
data: { deleteContext: `nominee ${nominee.nomineeName || nominee.firstName || ''}` }
|
|
});
|
|
ref.afterClosed().subscribe((response: any) => {
|
|
if (response?.delete) {
|
|
if (nominee.id && this.clientId) {
|
|
this.clientsService.deleteFamilyMember(this.clientId, nominee.id.toString()).subscribe({
|
|
next: () => this.nominees.splice(index, 1),
|
|
error: () => this.nominees.splice(index, 1)
|
|
});
|
|
} else {
|
|
this.nominees.splice(index, 1);
|
|
}
|
|
}
|
|
});
|
|
}
|
|
|
|
resetNomineeForm(): void {
|
|
this.showNomineeForm = false;
|
|
this.selectedNomineeClient = null;
|
|
this.nomineeRelationshipId = null;
|
|
this.nomineePercentageShare = null;
|
|
this.nomineeIsMinor = false;
|
|
this.nomineeType = 'DA1';
|
|
this.selectedGuardian = null;
|
|
this.guardianRelationship = '';
|
|
this.nomineeSearchText = '';
|
|
this.guardianSearchText = '';
|
|
}
|
|
|
|
/** Open image in zoom overlay */
|
|
zoomImage(imageSrc: any, title: string): void {
|
|
this.dialog.open(ImageZoomDialogComponent, {
|
|
data: { imageSrc, title },
|
|
panelClass: 'image-zoom-panel',
|
|
maxWidth: '90vw',
|
|
maxHeight: '90vh'
|
|
});
|
|
}
|
|
|
|
/** Get relationship name from ID */
|
|
getRelName(relId: any): string {
|
|
if (typeof relId === 'object' && relId?.name) return relId.name;
|
|
const opt = this.clientTemplate?.familyMemberOptions?.relationshipIdOptions?.find((r: any) => r.id === relId);
|
|
return opt?.name || '';
|
|
}
|
|
|
|
get nomineeData(): any[] {
|
|
return this.nominees;
|
|
}
|
|
}
|