Account Visibility Manager

Application for managing and viewing client account visibility status across multiple profiles. Provides search functionality and detailed account information.

Overview

• Route: /feature/account-visibility-manager-v2
• Framework: Angular 19 (NgModule-based)
• Main Component: AccountVisibilityDatabaseSearchComponent

Features

Client Context Integration

Automatically responds to active client changes:

this._acvService.activeSearchedClient.pipe(
  takeUntil(this.unsubscribe$)
).subscribe((gcn: string) => {
  if (gcn && gcn !== this.activeSearchedClient) {
    this.activeSearchedClient = gcn;
    this.search();
  }
});

Account Search

Search for client accounts by:

• GCN (Global Client Number) - via IPA client context
• Account Number - direct search input

Profile Display

Shows accounts organized by profile with interactive cards:

mapAccountToCard(profileAccounts: any) {
  return profileAccounts.map((profile: any) => ({
    uniqueId: profile.profileId,
    cardTitle: profile.profileId,
    cardIcon: 'cards-collection',
    accountList: profile.accountList || []
  }));
}

Top Feature Integration

Client Search Button

Opens the Client Search top feature with state management:

searchClient() {
  this.isTopFeatureOpen = true;
  ipaSdk.platform.sideload.topFeature({
    active: true,
    src: '/feature/one-place-client-search',
    height: 200
  });
  
  // Listen for client selection
  const subscription = ipaSdk.data.listenForActiveClientContextChanges()
    .pipe(takeUntil(this.unsubscribe$))
    .subscribe(() => {
      this.isTopFeatureOpen = false;
      subscription.unsubscribe();
    });
}

State Management

• isTopFeatureOpen: Disables search button while top feature is active
• Client context listener: Automatically re-enables button when client is selected
• Message listener: Handles custom close events

Loading States

Parent Loading

Supports parent component loading coordination:

@Input() parentLoading: boolean = false;
@Input() parentMessage: string = '';

Displays full-page loader when parent is still initializing.

Search Loading

loading = true;
message = 'Loading Accounts...';

Shows loading state during account searches.

Initial Search Completion

Notifies parent when first search completes:

if (!this.initialSearchDone) {
  this.initialSearchDone = true;
  this._acvService.notifyInitialSearchCompleted();
}

Service Layer

AccountVisibilityService

Provides:

• activeSearchedClient: Observable for GCN changes
• getAccountSettings(gcn): Fetch account data
• notifyInitialSearchCompleted(): Loading coordination

UI Components

Profile Cards

Interactive cards showing:

• Profile ID
• Account count
• Visibility status per account
• Clickable to view detailed account list

Account Details Table

Shows when profile is selected:

• Account numbers
• Visibility status
• Profile occurrences
• Duplicate indicators

Error Handling

private setErrorMessage(error: any) {
  if (error?.error?.message) {
    this.errorMessage = error.error.message;
  } else if (error?.status && error?.statusText) {
    this.errorMessage = `Error ${error.status}: ${error.statusText}`;
  } else {
    this.errorMessage = 'There was an error retrieving the data.';
  }
}

Data Flow

1. Client Selection: User selects client via Client Search
2. Context Update: IPA updates active client context
3. Automatic Search: Service detects change and triggers search
4. Data Retrieval: Backend API returns account settings
5. Display: Accounts organized by profile and displayed as cards
6. Detail View: User clicks profile card to see detailed table

Usage Example

// Programmatically set active client
ipaSdk.data.setActiveClient({ gcn: '12345678' });

// Load Account Visibility Manager
ipaSdk.platform.sideload.rightFeature({
  active: true,
  src: '/feature/account-visibility-manager-v2',
  cols: 12
});

The application will automatically fetch and display account data for the active client.