473 lines
18 KiB
HTML
473 lines
18 KiB
HTML
<!--
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Copyright since 2025 Mifos Initiative
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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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<mat-card class="account-card">
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<mat-card-header class="header layout-column">
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<mat-card-title-group class="header-title-group">
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<div class="profile-image-container">
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<div>
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<img
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mat-card-md-image
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class="profile-image"
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[src]="clientImage ? clientImage : 'assets/images/user_placeholder.png'"
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/>
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</div>
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<div class="m-b-5 flex-center">
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<button
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class="client-image-button"
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mat-raised-button
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(click)="doAction('Upload Image')"
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matTooltip="{{ 'tooltips.Upload Image' | translate }}"
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*mifosxHasPermission="'CREATE_CLIENTIMAGE'"
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>
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<i class="fa fa-upload"></i>
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</button>
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<button
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class="client-image-button"
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mat-raised-button
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(click)="doAction('Capture Image')"
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matTooltip="{{ 'tooltips.Capture Image' | translate }}"
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*mifosxHasPermission="'CREATE_CLIENTIMAGE'"
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>
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<i class="fa fa-camera"></i>
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</button>
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<button
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class="client-image-button"
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mat-raised-button
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(click)="doAction('Delete Image')"
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matTooltip="{{ 'tooltips.Delete Image' | translate }}"
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*mifosxHasPermission="'DELETE_CLIENTIMAGE'"
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>
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<i class="fa fa-trash"></i>
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</button>
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<br />
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</div>
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<p (click)="doAction('View Signature')" class="signature">{{ 'labels.inputs.View Signature' | translate }}</p>
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</div>
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<div class="mat-typography account-card-title">
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<mat-card-title class="make-flex content">
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<h3 class="flex-95">
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<i
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class="fa fa-stop"
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[ngClass]="clientViewData.status.code | statusLookup"
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matTooltip="{{ 'labels.status.' + clientViewData.status.value | translate }}"
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></i>
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<b>{{ 'labels.inputs.Client Name' | translate }} :</b>
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<mifosx-entity-name
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[entityName]="
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complianceHideClientData ? maskName(clientViewData.displayName) : clientViewData.displayName
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"
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[display]="'right'"
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[hideCopy]="complianceHideClientData"
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></mifosx-entity-name>
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</h3>
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<div class="flex-5 align-end-center">
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<button mat-icon-button [matMenuTriggerFor]="clientMenu" aria-label="Client actions" yPosition="below">
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<mat-icon matListIcon class="actions-menu">
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<fa-icon icon="bars" size="sm"></fa-icon>
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</mat-icon>
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</button>
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</div>
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</mat-card-title>
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<mat-card-subtitle>
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<div class="layout-row responsive-column">
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<div class="flex-50">
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<table class="account-overview">
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<tbody>
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<tr>
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<td>
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<b>{{ 'labels.inputs.Office' | translate }}</b>
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</td>
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<td><mifosx-entity-name [entityName]="clientViewData.officeName"></mifosx-entity-name></td>
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</tr>
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<tr>
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<td>
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<b>{{ 'labels.inputs.Client' | translate }}</b>
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</td>
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<td><mifosx-account-number accountNo="{{ clientViewData.accountNo }}"></mifosx-account-number></td>
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</tr>
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<tr>
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<td>
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<b>{{ 'labels.inputs.External Id' | translate }}</b>
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</td>
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<td>
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<mifosx-external-identifier
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[externalId]="
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complianceHideClientData ? maskValue(clientViewData.externalId) : clientViewData.externalId
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"
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[completed]="true"
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[hideCopy]="complianceHideClientData"
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></mifosx-external-identifier>
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</td>
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</tr>
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@if (clientViewData.activationDate) {
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<tr>
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<td>
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<b>{{ 'labels.inputs.Activation Date' | translate }}</b>
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</td>
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<td>{{ clientViewData.activationDate | dateFormat }}</td>
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</tr>
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}
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<tr>
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<td>
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<b>{{ 'labels.inputs.Staff' | translate }}</b>
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</td>
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@if (clientViewData.staffName) {
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<td>{{ clientViewData.staffName }}</td>
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}
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@if (!clientViewData.staffName) {
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<td>{{ 'labels.inputs.Unassigned' | translate }}</td>
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}
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</tr>
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</tbody>
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</table>
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</div>
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<div class="flex-50">
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<table class="account-overview">
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<tbody>
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@if (clientViewData.groups.length > 0) {
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<tr>
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<td>
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<b>{{ 'labels.inputs.Member Of' | translate }}</b>
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</td>
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<td>
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@for (group of clientViewData.groups; track group) {
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<span>
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<span class="m-r-3">{{ group.name }}</span>
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</span>
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}
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</td>
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</tr>
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}
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@if (clientViewData.clientType) {
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<tr>
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<td>
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<b>{{ 'labels.inputs.Client Type' | translate }}</b>
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</td>
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<td>{{ clientViewData.clientType.name }}</td>
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</tr>
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}
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<tr>
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<td>
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<b>{{ 'labels.inputs.Mobile Number' | translate }}</b>
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</td>
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<td>
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<mifosx-external-identifier
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[externalId]="
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complianceHideClientData ? maskValue(clientViewData.mobileNo) : clientViewData.mobileNo
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"
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[completed]="true"
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[hideCopy]="complianceHideClientData"
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></mifosx-external-identifier>
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</td>
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</tr>
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<tr>
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<td>
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<b>{{ 'labels.inputs.Email' | translate }}</b>
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</td>
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<td>
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<mifosx-external-identifier
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[externalId]="
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complianceHideClientData
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? maskEmail(clientViewData.emailAddress)
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: clientViewData.emailAddress
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"
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[completed]="true"
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[hideCopy]="complianceHideClientData"
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></mifosx-external-identifier>
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</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</mat-card-subtitle>
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</div>
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<mat-menu #clientMenu="matMenu">
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<button mat-menu-item [routerLink]="['edit']" *mifosxHasPermission="'UPDATE_CLIENT'">
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<mat-icon matListIcon>
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<fa-icon icon="edit" size="sm"></fa-icon>
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</mat-icon>
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<span>{{ 'labels.buttons.Edit' | translate }}</span>
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</button>
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@if (isActive()) {
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<button mat-menu-item [matMenuTriggerFor]="accountApplications">
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<mat-icon matListIcon>
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<fa-icon icon="money-bill-alt" size="sm"></fa-icon>
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</mat-icon>
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<span>{{ 'labels.buttons.Applications' | translate }}</span>
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</button>
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}
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<button mat-menu-item [matMenuTriggerFor]="Actions">
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<mat-icon matListIcon>
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<fa-icon icon="tasks" size="sm"></fa-icon>
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</mat-icon>
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<span>{{ 'labels.buttons.Actions' | translate }}</span>
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</button>
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@if (!clientViewData.staffId) {
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<button mat-menu-item (click)="doAction('Assign Staff')">
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<mat-icon matListIcon>
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<fa-icon icon="user-tie" size="sm"></fa-icon>
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</mat-icon>
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<span>{{ 'labels.buttons.Assign Staff' | translate }}</span>
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</button>
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}
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@if (clientViewData.staffId) {
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<span>
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<button mat-menu-item *mifosxHasPermission="'UNASSIGNSTAFF_CLIENT'" (click)="doAction('Unassign Staff')">
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<mat-icon matListIcon>
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<fa-icon icon="user-tie" size="sm"></fa-icon>
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</mat-icon>
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<span>{{ 'labels.buttons.Unassign Staff' | translate }}</span>
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</button>
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</span>
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}
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<button mat-menu-item [matMenuTriggerFor]="More">{{ 'labels.buttons.More' | translate }}</button>
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</mat-menu>
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<mat-menu #accountApplications="matMenu">
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<button mat-menu-item *mifosxHasPermission="'CREATE_LOAN'" [routerLink]="['loans-accounts', 'create']">
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{{ 'labels.buttons.New Loan Account' | translate }}
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</button>
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<button
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mat-menu-item
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*mifosxHasPermission="'CREATE_SAVINGSACCOUNT'"
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[routerLink]="['savings-accounts', 'create']"
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>
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{{ 'labels.buttons.New Savings Account' | translate }}
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</button>
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<button mat-menu-item *mifosxHasPermission="'CREATE_SHAREACCOUNT'" [routerLink]="['shares-accounts', 'create']">
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{{ 'labels.buttons.New Share Account' | translate }}
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</button>
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<button
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mat-menu-item
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*mifosxHasPermission="'CREATE_RECURRINGDEPOSITACCOUNT'"
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[routerLink]="['recurring-deposits-accounts', 'create-recurring-deposits-account']"
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>
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{{ 'labels.buttons.New Recurring Deposit Account' | translate }}
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</button>
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<button
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mat-menu-item
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*mifosxHasPermission="'CREATE_FIXEDDEPOSITACCOUNT'"
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[routerLink]="['fixed-deposits-accounts', 'create']"
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>
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{{ 'labels.buttons.New Fixed Deposits Account' | translate }}
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</button>
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</mat-menu>
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<mat-menu #Actions="matMenu">
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<button mat-menu-item (click)="doAction('Close')">{{ 'labels.buttons.Close' | translate }}</button>
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<button mat-menu-item (click)="doAction('Transfer Client')">
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{{ 'labels.buttons.Transfer Client' | translate }}
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</button>
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@if (clientViewData.status.value === 'Pending') {
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<span
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><button mat-menu-item (click)="doAction('Activate')">
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{{ 'labels.buttons.Activate' | translate }}
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</button></span
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>
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}
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@if (clientViewData.status.value === 'Pending') {
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<span
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><button mat-menu-item (click)="doAction('Withdraw')">
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{{ 'labels.buttons.Withdraw' | translate }}
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</button></span
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>
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}
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@if (clientViewData.status.value === 'Pending') {
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<span
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><button mat-menu-item (click)="doAction('Reject')">{{ 'labels.buttons.Reject' | translate }}</button></span
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>
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}
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@if (clientViewData.status.value === 'Pending') {
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<span
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><button mat-menu-item *mifosxHasPermission="'DELETE_CLIENT'" (click)="doAction('Delete')">
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{{ 'labels.buttons.Delete' | translate }}
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</button></span
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>
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}
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@if (clientViewData.status.value === 'Closed') {
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<span
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><button mat-menu-item (click)="doAction('Reactivate')">
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{{ 'labels.buttons.Reactivate' | translate }}
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</button></span
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>
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}
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@if (clientViewData.status.value === 'Rejected') {
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<span
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><button mat-menu-item (click)="doAction('Undo Rejection')">
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{{ 'labels.buttons.Undo Rejection' | translate }}
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</button></span
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>
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}
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@if (clientViewData.status.value === 'Transfer in progress') {
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<span
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><button mat-menu-item (click)="doAction('Undo Transfer')">
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{{ 'labels.buttons.Undo Transfer' | translate }}
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</button></span
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>
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}
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@if (clientViewData.status.value === 'Transfer in progress') {
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<span
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><button mat-menu-item (click)="doAction('Accept Transfer')">
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{{ 'labels.buttons.Accept Transfer' | translate }}
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</button></span
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>
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}
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@if (clientViewData.status.value === 'Transfer in progress') {
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<span
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><button mat-menu-item (click)="doAction('Reject Transfer')">
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{{ 'labels.buttons.Reject transfer' | translate }}
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</button></span
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>
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}
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</mat-menu>
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<mat-menu #More="matMenu">
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<button mat-menu-item (click)="doAction('Add Charge')" *mifosxHasPermission="'CREATE_CLIENTCHARGE'">
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{{ 'labels.buttons.Add Charge' | translate }}
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</button>
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<button mat-menu-item (click)="doAction('Create Collateral')">
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{{ 'labels.buttons.Create Collateral' | translate }}
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</button>
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<button mat-menu-item (click)="doAction('Survey')" [disabled]="true">
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{{ 'labels.buttons.Survey' | translate }}
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</button>
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<button
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mat-menu-item
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(click)="doAction('Update Default Savings')"
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*mifosxHasPermission="'UPDATESAVINGSACCOUNT_CLIENT'"
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>
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{{ 'labels.buttons.Update Default Savings' | translate }}
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</button>
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<button mat-menu-item (click)="doAction('Upload Signature')" *mifosxHasPermission="'CREATE_CLIENTIMAGE'">
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{{ 'labels.buttons.Upload Signature' | translate }}
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</button>
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<button mat-menu-item (click)="doAction('Delete Signature')" *mifosxHasPermission="'DELETE_CLIENTIMAGE'">
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{{ 'labels.buttons.Delete Signature' | translate }}
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</button>
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<button mat-menu-item (click)="doAction('Client Screen Reports')">
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{{ 'labels.buttons.Client Screen Reports' | translate }}
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</button>
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<button
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mat-menu-item
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(click)="doAction('Create Standing Instructions')"
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*mifosxHasPermission="'CREATE_STANDINGINSTRUCTION'"
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>
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{{ 'labels.buttons.Create Standing Instructions' | translate }}
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</button>
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@if (clientViewData.status.value !== 'Transfer on hold') {
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<span>
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<button
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mat-menu-item
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(click)="doAction('View Standing Instructions')"
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*mifosxHasPermission="'READ_STANDINGINSTRUCTION'"
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>
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{{ 'labels.buttons.View Standing Instructions' | translate }}
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</button>
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</span>
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}
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</mat-menu>
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</mat-card-title-group>
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</mat-card-header>
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<mat-card-content>
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<nav mat-tab-nav-bar class="navigation-tabs" [tabPanel]="tabPanel">
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<a
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mat-tab-link
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[routerLink]="['./general']"
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routerLinkActive
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#general="routerLinkActive"
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[active]="general.isActive"
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>
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{{ 'labels.inputs.General' | translate }}
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</a>
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<a
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mat-tab-link
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[routerLink]="['./personal-data']"
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routerLinkActive
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#personalData="routerLinkActive"
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[active]="personalData.isActive"
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>
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{{ 'labels.inputs.Personal Data' | translate }}
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</a>
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<a
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mat-tab-link
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[routerLink]="['./address']"
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routerLinkActive
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#address="routerLinkActive"
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[active]="address.isActive"
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>
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{{ 'labels.inputs.Address' | translate }}
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</a>
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<a
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mat-tab-link
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[routerLink]="['./family-members']"
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routerLinkActive
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#familyMembers="routerLinkActive"
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[active]="familyMembers.isActive"
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>
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{{ 'labels.inputs.Family Members' | translate }}
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</a>
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<a
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mat-tab-link
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[routerLink]="['./identities']"
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routerLinkActive
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#identities="routerLinkActive"
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[active]="identities.isActive"
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*mifosxHasPermission="'READ_CLIENTIDENTIFIER'"
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>
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{{ 'labels.inputs.Identities' | translate }}
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</a>
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<a
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mat-tab-link
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[routerLink]="['./documents']"
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routerLinkActive
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#documents="routerLinkActive"
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[active]="documents.isActive"
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*mifosxHasPermission="'READ_DOCUMENT'"
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>
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{{ 'labels.inputs.Documents' | translate }}
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</a>
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<a
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mat-tab-link
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[routerLink]="['./notes']"
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routerLinkActive
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#notes="routerLinkActive"
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[active]="notes.isActive"
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*mifosxHasPermission="'READ_CLIENTNOTE'"
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>
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{{ 'labels.inputs.Notes' | translate }}
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</a>
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@for (clientDatatable of clientDatatables; track clientDatatable) {
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<a
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mat-tab-link
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[routerLink]="['./datatables', clientDatatable.registeredTableName]"
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routerLinkActive
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#datatable="routerLinkActive"
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[active]="datatable.isActive"
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*mifosxHasPermission="'READ_' + clientDatatable.registeredTableName"
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>
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{{ formatTabLabel(clientDatatable.registeredTableName) }}
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</a>
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}
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</nav>
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<mat-tab-nav-panel #tabPanel>
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<router-outlet></router-outlet>
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</mat-tab-nav-panel>
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</mat-card-content>
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</mat-card>
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