Matches the backend change that stopped auto-depositing money at activation: removes the opening-balance field from every Activate screen (Savings, Current, FD, RD) since funding now happens as a separate deposit afterward, and removes the Digital-Facility step from every Create wizard since every facility starts disabled by default and gets turned on later through Edit Nominee & Features. Also merges Approve+Activate into a single action for Savings, Current, FD and RD accounts -- one click takes the account straight to Active instead of two separate screens.
248 lines
8.6 KiB
TypeScript
248 lines
8.6 KiB
TypeScript
/**
|
|
* 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, ViewChild, inject } from '@angular/core';
|
|
import { Router, ActivatedRoute } from '@angular/router';
|
|
|
|
/** Custom Components */
|
|
import { CurrentAccountDetailsStepComponent } from '../current-account-stepper/current-account-details-step/current-account-details-step.component';
|
|
import { CurrentAccountCurrencyStepComponent } from '../current-account-stepper/current-account-currency-step/current-account-currency-step.component';
|
|
import { CurrentAccountDigitalStepComponent } from '../current-account-stepper/current-account-digital-step/current-account-digital-step.component';
|
|
|
|
/** Custom Services */
|
|
import { CurrentAccountsService } from '../current-accounts.service';
|
|
import { SettingsService } from 'app/settings/settings.service';
|
|
import { Dates } from 'app/core/utils/dates';
|
|
import { AlertService } from 'app/core/alert/alert.service';
|
|
import { MatTabsModule } from '@angular/material/tabs';
|
|
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
|
import { CurrentAccountPreviewStepComponent } from '../current-account-stepper/current-account-preview-step/current-account-preview-step.component';
|
|
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
|
import { FormGroup } from '@angular/forms';
|
|
|
|
/**
|
|
* Create Current Account Component
|
|
*/
|
|
@Component({
|
|
selector: 'mifosx-create-current-account-account',
|
|
templateUrl: './create-current-account.component.html',
|
|
styleUrls: ['./create-current-account.component.scss'],
|
|
imports: [
|
|
...STANDALONE_SHARED_IMPORTS,
|
|
MatTabsModule,
|
|
FaIconComponent,
|
|
CurrentAccountDetailsStepComponent,
|
|
CurrentAccountCurrencyStepComponent,
|
|
CurrentAccountDigitalStepComponent,
|
|
CurrentAccountPreviewStepComponent
|
|
]
|
|
})
|
|
export class CreateCurrentAccountComponent {
|
|
private route = inject(ActivatedRoute);
|
|
private router = inject(Router);
|
|
private dateUtils = inject(Dates);
|
|
private currentAccountsService = inject(CurrentAccountsService);
|
|
private settingsService = inject(SettingsService);
|
|
private alertService = inject(AlertService);
|
|
|
|
/** Current Account Template */
|
|
currentAccountTemplate: any;
|
|
/** Current Account Product Template */
|
|
currentAccountProductTemplate: any;
|
|
/** Currently visible wizard tab (0-indexed). */
|
|
selectedTabIndex = 0;
|
|
/** Total wizard tabs — Product, Currency, Preview. */
|
|
private readonly totalTabs = 3;
|
|
|
|
@ViewChild(CurrentAccountDetailsStepComponent, { static: true })
|
|
currentAccountDetailsStep: CurrentAccountDetailsStepComponent;
|
|
|
|
@ViewChild(CurrentAccountCurrencyStepComponent)
|
|
currentAccountCurrencyStep: CurrentAccountCurrencyStepComponent;
|
|
|
|
@ViewChild(CurrentAccountDigitalStepComponent)
|
|
currentAccountDigitalStep: CurrentAccountDigitalStepComponent;
|
|
|
|
constructor() {
|
|
this.route.data.subscribe((data: { currentAccountTemplate: any }) => {
|
|
this.currentAccountTemplate = data.currentAccountTemplate;
|
|
});
|
|
}
|
|
|
|
/**
|
|
* Sets current account product template.
|
|
*/
|
|
setTemplate($event: any) {
|
|
this.currentAccountProductTemplate = $event;
|
|
}
|
|
|
|
next(): void {
|
|
if (this.selectedTabIndex < this.totalTabs - 1) {
|
|
this.selectedTabIndex += 1;
|
|
}
|
|
}
|
|
|
|
prev(): void {
|
|
if (this.selectedTabIndex > 0) {
|
|
this.selectedTabIndex -= 1;
|
|
}
|
|
}
|
|
|
|
/**
|
|
* Retrieves current account details form.
|
|
*/
|
|
get currentAccountDetailsForm() {
|
|
return this.currentAccountDetailsStep.currentAccountDetailsForm;
|
|
}
|
|
|
|
/** Stub forms needed by preview step inputs */
|
|
get currentAccountTermForm(): FormGroup {
|
|
return new FormGroup({});
|
|
}
|
|
|
|
get currentAccountSettingsForm(): FormGroup {
|
|
return new FormGroup({});
|
|
}
|
|
|
|
get currentAccountTermsForm(): FormGroup {
|
|
return new FormGroup({});
|
|
}
|
|
|
|
get currentAccount() {
|
|
return { ...this.currentAccountDetailsStep.currentAccountDetails };
|
|
}
|
|
|
|
get currentAccountDigital() {
|
|
return this.currentAccountDigitalStep?.currentAccountDigital ?? null;
|
|
}
|
|
|
|
get currentAccountCurrencyFlags() {
|
|
return {
|
|
balanceSwapOption: this.currentAccountCurrencyStep?.balanceSwapOption ?? false,
|
|
msme: this.currentAccountCurrencyStep?.msme ?? false,
|
|
autoDebitFacility: this.currentAccountCurrencyStep?.autoDebitFacility ?? false
|
|
};
|
|
}
|
|
|
|
/**
|
|
* Creates a new current account.
|
|
*/
|
|
submit() {
|
|
const detailsStep = this.currentAccountDetailsStep;
|
|
if (detailsStep.selectedAccountStatus === 'JOINT' && detailsStep.totalJointSharePercentage !== 100) {
|
|
this.alertService.alert({
|
|
type: 'Error',
|
|
message: `Total ownership is ${detailsStep.totalJointSharePercentage}%. It must equal 100% before submitting.`
|
|
});
|
|
return;
|
|
}
|
|
if (
|
|
!this.currentAccountDetailsStep.isNonIndividualClient &&
|
|
this.currentAccountProductTemplate?.nominationFacility &&
|
|
(this.currentAccountCurrencyStep?.nominees ?? []).length === 0
|
|
) {
|
|
this.alertService.alert({
|
|
type: 'Error',
|
|
message: 'Nomination Facility is enabled for this product. Please add at least one nominee before submitting.'
|
|
});
|
|
return;
|
|
}
|
|
if (this.currentAccountProductTemplate?.introducerRequired && !this.currentAccountDetailsStep.introducerId) {
|
|
this.alertService.alert({
|
|
type: 'Error',
|
|
message: 'Introducer is required for this product. Please select an introducer before submitting.'
|
|
});
|
|
return;
|
|
}
|
|
const locale = this.settingsService.language.code;
|
|
const dateFormat = this.settingsService.dateFormat;
|
|
const monthDayFormat = 'dd MMMM';
|
|
const details = this.currentAccount;
|
|
|
|
const currentAccount: any = {
|
|
...details,
|
|
...this.currentAccountCurrencyStep.currencyStepData,
|
|
...(this.currentAccountDigitalStep?.currentAccountDigital ?? {}),
|
|
charges: [],
|
|
submittedOnDate: this.dateUtils.formatDate(details.submittedOnDate, dateFormat),
|
|
dateFormat,
|
|
monthDayFormat,
|
|
locale
|
|
};
|
|
|
|
if (details.establishmentDate) {
|
|
currentAccount.establishmentDate = this.dateUtils.formatDate(details.establishmentDate, dateFormat);
|
|
}
|
|
if (details.startOperationDate) {
|
|
currentAccount.startOperationDate = this.dateUtils.formatDate(details.startOperationDate, dateFormat);
|
|
}
|
|
|
|
// Explicitly re-set partners from the details step to ensure all are included
|
|
if (this.currentAccountDetailsStep.isNonIndividualClient) {
|
|
currentAccount.isNonIndividualClient = true;
|
|
currentAccount.partners = this.currentAccountDetailsStep.relatedClients.map((c: any) => ({
|
|
clientId: c.clientId,
|
|
clientName: c.clientName,
|
|
clientCif: c.clientCif,
|
|
sharePercentage: c.sharePercentage,
|
|
isMandatory: c.isMandatory
|
|
}));
|
|
} else {
|
|
delete currentAccount.isNonIndividualClient;
|
|
}
|
|
|
|
if (this.currentAccountTemplate.clientId) {
|
|
currentAccount.clientId = this.currentAccountTemplate.clientId;
|
|
} else {
|
|
currentAccount.groupId = this.currentAccountTemplate.groupId;
|
|
}
|
|
|
|
const nominees = this.currentAccountCurrencyStep?.nominees ?? [];
|
|
if (nominees.length > 0) {
|
|
currentAccount.nominees = nominees.map((n: any) => ({
|
|
nomineeClientId: n.nomineeClientId,
|
|
nominationType: n.nominationType,
|
|
relationshipId: n.relationshipId,
|
|
percentageShare: n.percentageShare,
|
|
nomineeIsMinor: n.nomineeIsMinor,
|
|
...(n.guardianClientId ? { guardianClientId: n.guardianClientId } : {}),
|
|
remarks: n.remarks
|
|
}));
|
|
}
|
|
|
|
this.currentAccountsService.createCurrentAccount(currentAccount).subscribe({
|
|
next: (response: any) => {
|
|
this.router.navigate(
|
|
[
|
|
'../',
|
|
response.resourceId
|
|
],
|
|
{ relativeTo: this.route }
|
|
);
|
|
},
|
|
error: (error: any) => {
|
|
const errorCode =
|
|
error?.error?.errors?.[0]?.userMessageGlobalisationCode ?? error?.error?.userMessageGlobalisationCode;
|
|
if (errorCode === 'error.msg.savings.account.duplicate.product.for.client') {
|
|
this.alertService.alert({
|
|
type: 'Error',
|
|
message:
|
|
'This client already has an active Current account with the selected product. Please choose a different product.'
|
|
});
|
|
} else if (errorCode === 'error.msg.savings.account.duplicate.externalid') {
|
|
this.alertService.alert({
|
|
type: 'Error',
|
|
message: 'An account with this External ID already exists. Please use a unique External ID.'
|
|
});
|
|
}
|
|
}
|
|
});
|
|
}
|
|
}
|