Files
cbsnexora/src/app/clients/clients.component.ts
T
keshav 7b895a0e2b
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feat: add KYC document renewal alerts, Aadhaar/PAN exceptions, and AML recurring alerts UI; remove old journal AML marking
2026-08-11 11:11:18 +05:30

275 lines
7.1 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, OnInit, ViewChild, inject } from '@angular/core';
import { MatPaginator, PageEvent } from '@angular/material/paginator';
import { MatSort, Sort, MatSortHeader } from '@angular/material/sort';
import {
MatTableDataSource,
MatTable,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatCellDef,
MatCell,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow
} from '@angular/material/table';
/** Custom Services */
import { environment } from '../../environments/environment';
import { ClientsService } from './clients.service';
import { NgClass } from '@angular/common';
import { forkJoin, of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { MatProgressBar } from '@angular/material/progress-bar';
import { AccountNumberComponent } from '../shared/account-number/account-number.component';
import { StatusLookupPipe } from '../pipes/status-lookup.pipe';
import { MatIconButton, MatButton } from '@angular/material/button';
import { MatIcon } from '@angular/material/icon';
import { MatTooltip } from '@angular/material/tooltip';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@Component({
selector: 'mifosx-clients',
templateUrl: './clients.component.html',
styleUrls: ['./clients.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FaIconComponent,
MatProgressBar,
MatTable,
MatSort,
MatColumnDef,
MatHeaderCellDef,
MatHeaderCell,
MatSortHeader,
MatCellDef,
MatCell,
AccountNumberComponent,
NgClass,
MatHeaderRowDef,
MatHeaderRow,
MatRowDef,
MatRow,
MatPaginator,
StatusLookupPipe,
MatIconButton,
MatButton,
MatIcon,
MatTooltip
]
})
export class ClientsComponent implements OnInit {
private clientService = inject(ClientsService);
/** Returns true if client data masking is enabled */
get hideClientData(): boolean {
return environment.complianceHideClientData;
}
/** Mask a client name */
maskName(name: string): string {
if (!name) return '';
return name
.split(' ')
.map((part) => (part.length > 1 ? part[0] + '*'.repeat(part.length - 1) : part))
.join(' ');
}
displayedColumns = [
'displayName',
'cifNumber',
'legalForm',
'status',
'profileCompletion',
'actions'
];
dataSource: MatTableDataSource<any> = new MatTableDataSource();
existsClientsToFilter = false;
notExistsClientsToFilter = false;
totalRows: number;
isLoading = false;
pageSize = 50;
currentPage = 0;
filterText = '';
sortAttribute = '';
sortDirection = '';
statusFilter = '';
legalFormFilter = '';
ckycFilter = '';
private allRows: any[] = [];
@ViewChild(MatPaginator) paginator: MatPaginator;
@ViewChild(MatSort) sort: MatSort;
ngOnInit() {
if (environment.preloadClients) {
this.getClients();
}
}
/**
* Searches server for query and resource.
*/
search(value: string) {
this.filterText = value;
this.resetPaginator();
this.getClients();
}
private getClients() {
this.isLoading = true;
this.clientService
.searchByText(
this.filterText,
this.currentPage,
this.pageSize,
this.sortAttribute,
this.sortDirection,
false,
'',
true
)
.subscribe(
(data: any) => {
this.allRows = data.content || [];
this.totalRows = data.totalElements;
this.existsClientsToFilter = data.numberOfElements > 0;
this.notExistsClientsToFilter = !this.existsClientsToFilter;
this.isLoading = false;
this.applyClientFilters();
// Fetch KYC & address status for visible rows
this.loadProfileStatus(this.allRows);
},
(error: any) => {
this.isLoading = false;
}
);
}
/**
* Fetches KYC and address status for each client row to update profile dots.
*/
private loadProfileStatus(clients: any[]) {
if (!clients?.length) return;
// Use individual subscriptions instead of forkJoin to avoid EMPTY observable issues
clients.forEach((client, i) => {
this.clientService
.getClientData(client.id?.toString(), true)
.pipe(catchError(() => of(null)))
.subscribe((data: any) => {
if (data?.legalForm) {
clients[i].legalForm = data.legalForm;
this.applyClientFilters();
}
});
this.clientService
.getClientKyc(client.id?.toString(), true)
.pipe(catchError(() => of(null)))
.subscribe((kyc: any) => {
if (kyc) {
clients[i]._kycDone = kyc.kycStatus === 300;
clients[i]._ckycDone = !!kyc.ckycNumber;
clients[i]._ckycNumber = kyc.ckycNumber || '';
this.applyClientFilters();
}
});
this.clientService
.getClientAddressData(client.id?.toString(), true)
.pipe(catchError(() => of(null)))
.subscribe((addr: any) => {
if (addr && Array.isArray(addr) && addr.length > 0) {
clients[i]._addressDone = true;
this.applyClientFilters();
}
});
});
}
applyClientFilters() {
const status = this.statusFilter;
const legal = this.legalFormFilter;
const ckyc = this.ckycFilter;
const filtered = (this.allRows || []).filter((row) => {
const code = (row?.status?.code || '').toLowerCase();
if (status && !code.includes(status)) {
return false;
}
if (legal && String(row?.legalForm?.id ?? '') !== legal) {
return false;
}
if (ckyc === 'done' && !row._ckycDone) {
return false;
}
if (ckyc === 'pending' && row._ckycDone) {
return false;
}
return true;
});
this.dataSource.data = filtered;
}
pageChanged(event: PageEvent) {
this.pageSize = event.pageSize;
this.currentPage = event.pageIndex;
this.getClients();
}
sortChanged(event: Sort) {
if (event.direction === '') {
this.sortDirection = '';
this.sortAttribute = '';
} else {
this.sortAttribute = event.active;
this.sortDirection = event.direction;
}
this.resetPaginator();
this.getClients();
}
/**
* Returns profile completion steps for a client row.
* Each step: { label, done }
*/
getProfileSteps(row: any): { label: string; done: boolean }[] {
return [
{ label: 'General', done: !!(row.firstname || row.displayName) && !!row.officeName },
{ label: 'KYC', done: !!row._kycDone },
{ label: 'Address', done: !!row._addressDone }
];
}
getCompletedCount(row: any): number {
return this.getProfileSteps(row).filter((s) => s.done).length;
}
private resetPaginator() {
this.currentPage = 0;
this.paginator.firstPage();
}
}