feedback updates

src/app/core/models/fees/security-deposit.ts

@@ -5,7 +5,7 @@ export interface SecurityDeposit {
     specialCommodity: string;
     specialCountry: string;
     rate: number;
-    rateInPercentage: number;
+    rateType: string;
     effectiveDate: Date;
     spid: number;
     dateCreated?: Date | null;

src/app/core/models/preparer/basic-detail.ts

@@ -3,6 +3,7 @@ export interface BasicDetail {
     spid: number;
     name: string;
     lookupCode: string;
+    address?: string;
     address1: string;
     address2?: string | null;
     city: string;

src/app/core/services/fees/security-deposit.service.ts

@@ -30,7 +30,7 @@ export class SecurityDepositService {
       specialCommodity: item.SPCLCOMMODITY,
       specialCountry: item.SPCLCOUNTRY,
       rate: item.RATE,
-      rateInPercentage: item.RATE_PCT,
+      rateType: item.RATE_PCT,
       effectiveDate: item.EFFDATE,
       spid: item.SPID,
       createdBy: item.CREATEDBY || null,
@@ -49,7 +49,7 @@ export class SecurityDepositService {
       P_SPCLCOMMODITY: data.specialCommodity,
       P_SPCLCOUNTRY: data.specialCountry,
       P_RATE: data.rate,
-      P_PCT_VALUE: data.rateInPercentage.toString(),
+      P_PCT_VALUE: data.rateType,
       P_USERID: this.userService.getUser()
     }
 
@@ -62,7 +62,7 @@ export class SecurityDepositService {
       P_BONDRATESETUPID: id,
       P_EFFDATE: this.commonService.formatUSDate(data.effectiveDate),
       P_RATE: data.rate,
-      P_PCT_VALUE: data.rateInPercentage.toString(),
+      P_PCT_VALUE: data.rateType,
       P_USERID: this.userService.getUser()
     }
 

src/app/core/services/preparer/client.service.ts

@@ -27,6 +27,7 @@ export class ClientService {
       spid: basicDetails.SPID,
       name: basicDetails.PREPARERNAME,
       lookupCode: basicDetails.LOOKUPCODE,
+      address: this.getAddressLabel(basicDetails.ADDRESS1, basicDetails.ADDRESS2),
       address1: basicDetails.ADDRESS1,
       address2: basicDetails.ADDRESS2,
       city: basicDetails.CITY,
@@ -44,4 +45,12 @@ export class ClientService {
       // inactivatedDate: basicDetails.INACTIVEDATE || null
     }));
   }
+
+  private getAddressLabel(address1: string, address2?: string): string {
+    let addressLabel = address1;
+    if (address2) {
+      addressLabel += `, ${address2}`;
+    }
+    return addressLabel;
+  }
 }

src/app/core/services/service-provider/contact.service.ts

@@ -98,4 +98,7 @@ export class ContactService {
     return this.http.post(`${this.apiUrl}/${this.apiDb}/CreateSPLogins`, contact);
   }
 
+  setDefaultContact(spContactId: string): Observable<any> {
+    return this.http.patch(`${this.apiUrl}/${this.apiDb}/SetSPDefaultContact/${spContactId}`, null);
+  }
 }

src/app/fees/security-deposit/security-deposit.component.html

@@ -44,14 +44,14 @@
 
             <!-- Rate Column -->
             <ng-container matColumnDef="rate">
-                <th mat-header-cell *matHeaderCellDef mat-sort-header>Rate</th>
+                <th mat-header-cell *matHeaderCellDef mat-sort-header>Rate/Value</th>
-                <td mat-cell *matCellDef="let deposit">{{ deposit.rate | currency }}</td>
+                <td mat-cell *matCellDef="let deposit">{{ deposit.rate }}</td>
             </ng-container>
 
-            <!-- Rate In Percentage Column -->
+            <!-- Rate Type Column -->
-            <ng-container matColumnDef="rateInPercentage">
+            <ng-container matColumnDef="rateType">
-                <th mat-header-cell *matHeaderCellDef mat-sort-header>Rate In Percentage</th>
+                <th mat-header-cell *matHeaderCellDef mat-sort-header>Rate In % or $</th>
-                <td mat-cell *matCellDef="let deposit">{{ deposit.rateInPercentage/100 | percent }}</td>
+                <td mat-cell *matCellDef="let deposit">{{ deposit.rateType }}</td>
             </ng-container>
 
             <!-- Effective Date Column -->
@@ -142,9 +142,9 @@
 
             <div class="form-row">
                 <mat-form-field appearance="outline">
-                    <mat-label>Rate</mat-label>
+                    <mat-label>Rate / Value</mat-label>
                     <input matInput type="number" formControlName="rate" required min="0" step="1">
-                    <span class="dollar-prefix" matPrefix>$&nbsp;</span>
+                    <!-- <span class="dollar-prefix" matPrefix>$&nbsp;</span> -->
                     <mat-error *ngIf="depositForm.get('rate')?.errors?.['required']">
                         Rate is required
                     </mat-error>
@@ -154,14 +154,10 @@
                 </mat-form-field>
 
                 <mat-form-field appearance="outline">
-                    <mat-label>Rate %</mat-label>
+                    <mat-label>Rate in % or $</mat-label>
-                    <input matInput type="number" formControlName="rateInPercentage" required min="0" step="1">
+                    <input matInput formControlName="rateType" required>
-                    <span class="percent-suffix" matSuffix>%&nbsp;</span>
+                    <mat-error *ngIf="depositForm.get('rateType')?.errors?.['required']">
-                    <mat-error *ngIf="depositForm.get('rateInPercentage')?.errors?.['required']">
+                        Rate in % or $ is required
-                        Rate % is required
-                    </mat-error>
-                    <mat-error *ngIf="depositForm.get('rateInPercentage')?.errors?.['min']">
-                        Rate % must be positive
                     </mat-error>
                 </mat-form-field>
 

src/app/fees/security-deposit/security-deposit.component.ts

@@ -31,7 +31,7 @@ export class SecurityDepositComponent implements OnInit {
 
   @ViewChild(MatSort) sort!: MatSort;
 
-  displayedColumns: string[] = ['holderType', 'uscibMember', 'specialCommodity', 'specialCountry', 'rate', 'rateInPercentage', 'effectiveDate', 'actions'];
+  displayedColumns: string[] = ['holderType', 'uscibMember', 'specialCommodity', 'specialCountry', 'rate', 'rateType', 'effectiveDate', 'actions'];
   dataSource = new MatTableDataSource<any>();
   depositForm: FormGroup;
   isEditing = false;
@@ -73,7 +73,7 @@ export class SecurityDepositComponent implements OnInit {
       specialCommodity: [''],
       specialCountry: [''],
       rate: [0, [Validators.required, Validators.min(0)]],
-      rateInPercentage: [0, [Validators.required, Validators.min(0)]],
+      rateType: ['', [Validators.required]],
       effectiveDate: ['', Validators.required]
     });
   }
@@ -159,7 +159,7 @@ export class SecurityDepositComponent implements OnInit {
       uscibMember: 'N',
       specialCountry: '',
     });
-    this.depositForm.patchValue({ rate: 0, rateInPercentage: 0 });
+    this.depositForm.patchValue({ rate: 0 });
 
     this.depositForm.get('holderType')?.enable();
     this.depositForm.get('uscibMember')?.enable();
@@ -177,7 +177,7 @@ export class SecurityDepositComponent implements OnInit {
       specialCommodity: deposit.specialCommodity,
       specialCountry: deposit.specialCountry,
       rate: deposit.rate,
-      rateInPercentage: deposit.rateInPercentage,
+      rateType: deposit.rateType,
       effectiveDate: deposit.effectiveDate
     });
 

src/app/preparer/basic-details/basic-details.component.html

@@ -139,7 +139,7 @@
                     <mat-form-field appearance="outline" class="revenue-location">
                         <mat-label>Revenue Location</mat-label>
                         <mat-select formControlName="revenueLocation" required>
-                            <mat-option *ngFor="let state of states" [value]="state.value">
+                            <mat-option *ngFor="let state of usStates" [value]="state.value">
                                 {{ state.name }}
                             </mat-option>
                         </mat-select>

src/app/preparer/basic-details/basic-details.component.ts

@@ -34,6 +34,7 @@ export class BasicDetailsComponent implements OnInit, OnDestroy {
   countries: Country[] = [];
   regions: Region[] = [];
   states: State[] = [];
+  usStates: State[] = [];
   industryTypes: IndustryType[] = [];
 
   isLoading = true;
@@ -114,6 +115,7 @@ export class BasicDetailsComponent implements OnInit, OnDestroy {
 
     this.loadRegions();
     this.loadIndustryTypes();
+    this.loadUSStates();
   }
 
   loadRegions(): void {
@@ -152,7 +154,21 @@ export class BasicDetailsComponent implements OnInit, OnDestroy {
         next: (states) => {
           this.states = states;
           this.updateStateControl('state', country);
-          this.updateStateControl('revenueLocation', country);
+        },
+        error: (error) => {
+          console.error('Failed to load states', error);
+        }
+      });
+  }
+
+  loadUSStates(): void {
+    this.isLoading = true;
+    this.commonService.getStates('US')
+      .pipe(takeUntil(this.destroy$),
+        finalize(() => this.isLoading = false))
+      .subscribe({
+        next: (states) => {
+          this.usStates = states;
         },
         error: (error) => {
           console.error('Failed to load states', error);
@@ -197,7 +213,6 @@ export class BasicDetailsComponent implements OnInit, OnDestroy {
 
   onCountryChange(country: string): void {
     this.basicDetailsForm.get('state')?.reset();
-    this.basicDetailsForm.get('revenueLocation')?.reset();
 
     if (country) {
       this.loadStates(country);

src/app/preparer/contacts/contacts.component.html

@@ -21,6 +21,12 @@
                 <td mat-cell *matCellDef="let contact">{{ contact.firstName }}</td>
             </ng-container>
 
+            <!-- Middle Initial Column -->
+            <ng-container matColumnDef="middleInitial">
+                <th mat-header-cell *matHeaderCellDef mat-sort-header>Middle Initial</th>
+                <td mat-cell *matCellDef="let contact">{{ contact.middleInitial }}</td>
+            </ng-container>
+
             <!-- Last Name Column -->
             <ng-container matColumnDef="lastName">
                 <th mat-header-cell *matHeaderCellDef mat-sort-header>Last Name</th>
@@ -45,6 +51,12 @@
                 <td mat-cell *matCellDef="let contact">{{ contact.mobile | phone }}</td>
             </ng-container>
 
+            <!-- Fax Column -->
+            <ng-container matColumnDef="fax">
+                <th mat-header-cell *matHeaderCellDef mat-sort-header>Fax</th>
+                <td mat-cell *matCellDef="let contact">{{ contact.fax }}</td>
+            </ng-container>
+
             <!-- Email Column -->
             <ng-container matColumnDef="email">
                 <th mat-header-cell *matHeaderCellDef mat-sort-header>Email</th>
@@ -117,7 +129,7 @@
                     <mat-label>Location</mat-label>
                     <mat-select formControlName="locationid" required>
                         <mat-option *ngFor="let location of locations" [value]="location.locationid">
-                            {{ location.name }}
+                            {{ getLocationLabel(location) }}
                         </mat-option>
                     </mat-select>
                     <mat-error *ngIf="contactForm.get('locationid')?.errors?.['required']">

src/app/preparer/contacts/contacts.component.ts

@@ -34,7 +34,7 @@ export class ContactsComponent {
 
   @ViewChild(MatSort) sort!: MatSort;
 
-  displayedColumns: string[] = ['firstName', 'lastName', 'title', 'phone', 'mobile', 'email', 'defaultContact', 'actions'];
+  displayedColumns: string[] = ['firstName', 'middleInitial', 'lastName', 'title', 'phone', 'mobile', 'fax', 'email', 'defaultContact', 'actions'];
   dataSource = new MatTableDataSource<any>();
   contactForm: FormGroup;
   // contactLoginForm: FormGroup;
@@ -334,4 +334,24 @@ export class ContactsComponent {
       }
     });
   }
+
+  getLocationLabel(location: Location): string {
+    let locationLabel = location.name;
+    if (location.address1) {
+      locationLabel += `, ${location.address1}`;
+    }
+    if (location.address2) {
+      locationLabel += `, ${location.address2}`;
+    }
+    if (location.city) {
+      locationLabel += `, ${location.city}`;
+    }
+    if (location.state) {
+      locationLabel += `, ${location.state}`;
+    }
+    if (location.zip) {
+      locationLabel += `, ${location.zip}`;
+    }
+    return locationLabel;
+  }
 }

src/app/preparer/location/location.component.html

@@ -20,7 +20,7 @@
             <!-- Address1 Column -->
             <ng-container matColumnDef="address">
                 <th mat-header-cell *matHeaderCellDef mat-sort-header>Address</th>
-                <td mat-cell *matCellDef="let location">{{ getAddressLabel(location.address1, location.address2) }}</td>
+                <td mat-cell *matCellDef="let location">{{ location.address }}</td>
             </ng-container>
 
             <!-- City Column -->
@@ -41,6 +41,12 @@
                 <td mat-cell *matCellDef="let location">{{ getCountryLabel(location.country) }}</td>
             </ng-container>
 
+            <!-- Zip Column -->
+            <ng-container matColumnDef="zip">
+                <th mat-header-cell *matHeaderCellDef mat-sort-header>Zip Code</th>
+                <td mat-cell *matCellDef="let location">{{ location.zip }}</td>
+            </ng-container>
+
             <!-- Actions Column -->
             <ng-container matColumnDef="actions">
                 <th mat-header-cell *matHeaderCellDef>Actions</th>

src/app/preparer/location/location.component.ts

@@ -32,7 +32,7 @@ export class LocationComponent {
 
   @ViewChild(MatSort) sort!: MatSort;
 
-  displayedColumns: string[] = ['name', 'address', 'city', 'state', 'country', 'actions'];
+  displayedColumns: string[] = ['name', 'address', 'city', 'state', 'country', 'zip', 'actions'];
   dataSource = new MatTableDataSource<any>();
   locationForm: FormGroup;
   isEditing = false;
@@ -254,14 +254,6 @@ export class LocationComponent {
   //   });
   // }
 
-  getAddressLabel(address1: string, address2?: string): string {
-    let addressLabel = address1;
-    if (address2) {
-      addressLabel += `, ${address2}`;
-    }
-    return addressLabel;
-  }
-
   getCountryLabel(value: string): string {
     const country = this.countries.find(c => c.value === value);
     return country ? country.name : value;

src/app/preparer/manage/manage-preparer.component.html

@@ -72,7 +72,7 @@
             <!-- Address Column -->
             <ng-container matColumnDef="address">
                 <th mat-header-cell *matHeaderCellDef mat-sort-header>Address</th>
-                <td mat-cell *matCellDef="let client">{{ getAddressLabel(client.address1, client.address2)}}
+                <td mat-cell *matCellDef="let client">{{ client.address}}
                 </td>
             </ng-container>
 

src/app/preparer/manage/manage-preparer.component.ts

@@ -124,12 +124,4 @@ export class ManagePreparerComponent implements OnInit, OnDestroy, AfterViewInit
   onEdit(clientid: number): void {
     this.navigationService.navigate(['preparer', clientid]);
   }
-
-  getAddressLabel(address1: string, address2?: string): string {
-    let addressLabel = address1;
-    if (address2) {
-      addressLabel += `, ${address2}`;
-    }
-    return addressLabel;
-  }
 }

src/app/service-provider/contacts/contacts.component.html

@@ -25,6 +25,12 @@
                 <td mat-cell *matCellDef="let contact">{{ contact.firstName }}</td>
             </ng-container>
 
+            <!-- Middle Initial Column -->
+            <ng-container matColumnDef="middleInitial">
+                <th mat-header-cell *matHeaderCellDef mat-sort-header>Middle Initial</th>
+                <td mat-cell *matCellDef="let contact">{{ contact.middleInitial }}</td>
+            </ng-container>
+
             <!-- Last Name Column -->
             <ng-container matColumnDef="lastName">
                 <th mat-header-cell *matHeaderCellDef mat-sort-header>Last Name</th>
@@ -43,6 +49,18 @@
                 <td mat-cell *matCellDef="let contact">{{ contact.phone | phone }}</td>
             </ng-container>
 
+            <!-- Mobile Column -->
+            <ng-container matColumnDef="mobile">
+                <th mat-header-cell *matHeaderCellDef mat-sort-header>Mobile</th>
+                <td mat-cell *matCellDef="let contact">{{ contact.mobile }}</td>
+            </ng-container>
+
+            <!-- Fax Column -->
+            <ng-container matColumnDef="fax">
+                <th mat-header-cell *matHeaderCellDef mat-sort-header>Fax</th>
+                <td mat-cell *matCellDef="let contact">{{ contact.fax }}</td>
+            </ng-container>
+
             <!-- Email Column -->
             <ng-container matColumnDef="email">
                 <th mat-header-cell *matHeaderCellDef mat-sort-header>Email</th>
@@ -76,10 +94,11 @@
                         matTooltip="Delete">
                         <mat-icon>delete</mat-icon>
                     </button>
-                    <!-- <button mat-icon-button (click)="setDefaultContact(contact.contactId)"
+                    <button mat-icon-button (click)="setDefaultContact(contact.spContactId)"
-                        [color]="contact.defaultContact ? 'primary' : ''" matTooltip="Set as default">
+                        *ngIf="!contact.defaultContact || !contact.isInactive"
+                        [hidden]="contact.defaultContact || contact.isInactive" matTooltip="Set as default contact">
                         <mat-icon>star</mat-icon>
-                    </button> -->
+                    </button>
                 </td>
             </ng-container>
 

src/app/service-provider/contacts/contacts.component.ts

@@ -32,7 +32,7 @@ export class ContactsComponent implements OnInit {
   
   @ViewChild(MatSort) sort!: MatSort;
 
-  displayedColumns: string[] = ['firstName', 'lastName', 'title', 'phone', 'email', 'defaultContact', 'actions'];
+  displayedColumns: string[] = ['firstName', 'middleInitial', 'lastName', 'title', 'phone', 'mobile', 'fax', 'email', 'defaultContact', 'actions'];
   dataSource = new MatTableDataSource<any>();
   contactForm: FormGroup;
   isEditing = false;
@@ -253,16 +253,32 @@ export class ContactsComponent implements OnInit {
     });
   }
 
-  // setDefaultContact(contactId: string): void {
+  setDefaultContact(contactId: string): void {
-  //   this.contactService.setDefaultServiceProviderContact(this.spid, contactId).subscribe({
+
-  //     next: () => {
+    const dialogRef = this.dialog.open(ConfirmDialogComponent, {
-  //       this.notificationService.showSuccess('Default contact updated successfully');
+      width: '450px',
-  //       this.loadContacts();
+      data: {
-  //     },
+        title: 'Confirm Default Contact',
-  //     error: (error) => {
+        message: 'Are you sure you want to set this contact as default contact?',
-  //       this.notificationService.showError('Failed to set default contact');
+        confirmText: 'Yes',
-  //       console.error('Error setting default contact:', error);
+        cancelText: 'Cancel'
-  //     }
+      }
-  //   });
+    });
-  // }
+
+    dialogRef.afterClosed().subscribe(result => {
+      if (result) {
+        this.contactService.setDefaultContact(contactId).subscribe({
+          next: () => {
+            this.notificationService.showSuccess('Default contact updated successfully');
+            this.loadContacts();
+          },
+          error: (error) => {
+            let errorMessage = this.errorHandler.handleApiError(error, 'Failed to set default contact');
+            this.notificationService.showError(errorMessage);
+            console.error('Error setting default contact:', error);
+          }
+        });
+      }
+    });
+  }
 }