fix(clients): link client charges, collateral and a new share account from the client page

e2e/client-accounts.spec.ts

@@ -157,3 +157,25 @@ test('empty account tabs offer the matching creation action', async ({ page }, t
   await loanAction.click();
   await expect(page).toHaveURL('/loans/create?clientId=2001');
 });
+
+test('the client page links to its charges, its collateral and a new share account', async ({
+  page,
+}) => {
+  await signIn(page);
+  await mockClient(page);
+
+  await page.goto(CLIENT_URL);
+  await page.locator('#clientActionsMenu-trigger').click();
+  await page.getByTestId('client-charges-action').click();
+  await expect(page).toHaveURL(`/clients/${CLIENT_ID}/charges`);
+
+  await page.goto(CLIENT_URL);
+  await page.locator('#clientActionsMenu-trigger').click();
+  await page.getByTestId('client-collateral-action').click();
+  await expect(page).toHaveURL(`/clients/${CLIENT_ID}/collaterals`);
+
+  await page.goto(CLIENT_URL);
+  await page.locator('#createMenu-trigger').click();
+  await page.getByTestId('client-create-share-account').click();
+  await expect(page).toHaveURL(`/products/shares/create?clientId=${CLIENT_ID}`);
+});

src/app/features/clients/client-view.component.test.ts

@@ -389,6 +389,28 @@ describe('ClientViewComponent', () => {
     });
   });
 
+  describe('client screens reachable from the page', () => {
+    it('opens the client charges', () => {
+      component.onViewCharges();
+
+      expect(routerSpy.navigate).toHaveBeenCalledWith(['/clients', 123, 'charges']);
+    });
+
+    it('opens the client collateral', () => {
+      component.onViewCollateral();
+
+      expect(routerSpy.navigate).toHaveBeenCalledWith(['/clients', 123, 'collaterals']);
+    });
+
+    it('opens a new share account pre-filled with the client', () => {
+      component.onCreateShare();
+
+      expect(routerSpy.navigate).toHaveBeenCalledWith(['/products/shares/create'], {
+        queryParams: { clientId: 123 },
+      });
+    });
+  });
+
   describe('teardown', () => {
     it('dismisses popovers when destroyed', () => {
       const withPopovers = component as unknown as {

src/app/features/clients/client-view.component.ts

@@ -257,6 +257,7 @@ export type ClientTab = (typeof CLIENT_TAB)[keyof typeof CLIENT_TAB];
                   'ASSIGNSTAFF_CLIENT',
                   'UNASSIGNSTAFF_CLIENT',
                   'UPDATESAVINGSACCOUNT_CLIENT',
+                  'READ_CLIENTCHARGE',
                 ]"
               >
                 <ion-icon name="settings-outline"></ion-icon>
@@ -442,6 +443,23 @@ export type ClientTab = (typeof CLIENT_TAB)[keyof typeof CLIENT_TAB];
                         <ion-label>{{ 'ACTIONS.UNDO_WITHDRAW_CLIENT' | appTranslate }}</ion-label>
                       </ion-item>
                     }
+                    <ion-item
+                      button
+                      (click)="onViewCharges()"
+                      data-testid="client-charges-action"
+                      appRequiresPermission="READ_CLIENTCHARGE"
+                    >
+                      <ion-icon slot="start" name="receipt-outline"></ion-icon>
+                      <ion-label>{{ 'CLIENT_CHARGES.TITLE' | appTranslate }}</ion-label>
+                    </ion-item>
+                    <ion-item
+                      button
+                      (click)="onViewCollateral()"
+                      data-testid="client-collateral-action"
+                    >
+                      <ion-icon slot="start" name="shield-checkmark-outline"></ion-icon>
+                      <ion-label>{{ 'CLIENT_COLLATERAL.TITLE' | appTranslate }}</ion-label>
+                    </ion-item>
                   </ion-list>
                 </ng-template>
               </ion-popover>
@@ -482,6 +500,15 @@ export type ClientTab = (typeof CLIENT_TAB)[keyof typeof CLIENT_TAB];
                       <ion-icon slot="start" name="refresh-circle-outline"></ion-icon>
                       <ion-label>{{ 'ACTIONS.RECURRING_DEPOSIT' | appTranslate }}</ion-label>
                     </ion-item>
+                    <ion-item
+                      button
+                      (click)="onCreateShare()"
+                      data-testid="client-create-share-account"
+                      appRequiresPermission="CREATE_SHAREACCOUNT"
+                    >
+                      <ion-icon slot="start" name="pie-chart-outline"></ion-icon>
+                      <ion-label>{{ 'ACTIONS.SHARE_ACCOUNT' | appTranslate }}</ion-label>
+                    </ion-item>
                   </ion-list>
                 </ng-template>
               </ion-popover>
@@ -1615,6 +1642,20 @@ export class ClientViewComponent implements OnInit, OnDestroy {
     });
   }
 
+  onCreateShare() {
+    this.router.navigate(['/products/shares/create'], {
+      queryParams: { clientId: this.clientId() },
+    });
+  }
+
+  onViewCharges() {
+    this.router.navigate(['/clients', this.clientId(), 'charges']);
+  }
+
+  onViewCollateral() {
+    this.router.navigate(['/clients', this.clientId(), 'collaterals']);
+  }
+
   onSavingsTransaction(accountId: number, command: string) {
     this.router.navigate([`/products/savings-accounts/${accountId}/transactions/${command}`]);
   }

src/assets/i18n/en.json

@@ -351,6 +351,7 @@
     "PREMATURE_CLOSE": "Close before maturity",
     "REACTIVATE_CLIENT": "Reactivate Client",
     "RECURRING_DEPOSIT": "Recurring Deposit",
+    "SHARE_ACCOUNT": "Share Account",
     "REJECT": "Reject",
     "REJECTION_DATE": "Rejection Date",
     "REJECTION_REASON": "Rejection Reason",

src/assets/i18n/fr.json

@@ -351,6 +351,7 @@
     "PREMATURE_CLOSE": "Clôturer avant l'échéance",
     "REACTIVATE_CLIENT": "Réactiver le client",
     "RECURRING_DEPOSIT": "Dépôt périodique",
+    "SHARE_ACCOUNT": "Compte de parts sociales",
     "REJECT": "Rejeter",
     "REJECTION_DATE": "Date de rejet",
     "REJECTION_REASON": "Motif du rejet",

src/assets/i18n/hi.json

@@ -334,6 +334,7 @@
     "PREMATURE_CLOSE": "परिपक्वता से पहले बंद करें",
     "REACTIVATE_CLIENT": "ग्राहक को पुनः सक्रिय करें",
     "RECURRING_DEPOSIT": "आवर्ती जमा",
+    "SHARE_ACCOUNT": "शेयर खाता",
     "REJECT": "अस्वीकार करें",
     "REJECTION_DATE": "अस्वीकृति तिथि",
     "REJECTION_REASON": "अस्वीकृति का कारण",

src/assets/i18n/ko.json

@@ -225,6 +225,7 @@
     "SAVINGS_ACCOUNT": "예금 계좌",
     "FIXED_DEPOSIT": "정기 예금",
     "RECURRING_DEPOSIT": "적금",
+    "SHARE_ACCOUNT": "출자금 계좌",
     "APPROVE_ACCOUNT": "계좌 승인",
     "ACTIVATE_ACCOUNT": "계좌 활성화",
     "CLOSE_ACCOUNT": "계좌 종료",