\\r\\n Viewing admin settings for organization:\\r\\n \\r\\n
\\r\\n
\\r\\n
\\r\\n
\\r\\n Company Logo\\r\\n \\r\\n \\r\\n Formats: .gif, .png or .jpg \\r\\n For the best user experience, we recommend using a logo\\r\\n that does not exceed 400 pixels in height.\\r\\n \\r\\n \\r\\n
\\r\\n
\\r\\n
\\r\\n \\r\\n \\r\\n
\\r\\n \\r\\n \\r\\n \\r\\n
\\r\\n
\\r\\n
\\r\\n
\\r\\n\\r\\n\\r\\n\\r\\n
\\r\\n
\\r\\n Company Name\\r\\n {{organization.Name}}\\r\\n
\\r\\n\\r\\n
\\r\\n Company Address\\r\\n \\r\\n
\\r\\n\\r\\n
\\r\\n Support Number\\r\\n \\r\\n
\\r\\n\\r\\n
\\r\\n Support Email\\r\\n \\r\\n
\\r\\n\\r\\n
\\r\\n\\r\\n\\r\\n\\r\\n
\\r\\n Additional Report Language (appears on last page of PDF)\\r\\n \\r\\n
\\r\\n\\r\\n
\\r\\n\\r\\n
\\r\\n Social Security Disclosure Language\\r\\n \\r\\n \\r\\n
\\r\\n\\r\\n
\\r\\n Medicare Means Testing Disclosure Language\\r\\n \\r\\n \\r\\n
\\r\\n\\r\\n\\r\\n\"","import { Component, OnInit } from '@angular/core';\r\nimport { Router } from '@angular/router';\r\n\r\nimport { MenuService } from './services/menu.service';\r\nimport { GlobalService } from './services/global.service';\r\n\r\nimport { ModalService } from './shared/modal/modal.service';\r\n\r\n@Component({\r\n selector: 'app-root',\r\n templateUrl: './app.component.html',\r\n styleUrls: ['./app.component.css']\r\n})\r\n\r\nexport class AppComponent implements OnInit {\r\n name: string;\r\n menu: Array = [];\r\n breadcrumbList: Array = [];\r\n changeText: boolean;\r\n displayFAB: boolean = false;\r\n\r\n constructor(private _router: Router, private menuService: MenuService, private global: GlobalService,private modalService: ModalService) {\r\n this.changeText = false;\r\n }\r\n\r\n\r\n ngOnInit() {\r\n // 取得MenuService裡的menu\r\n this.menu = this.menuService.getMenu();\r\n this.listenRouting();\r\n //console.log('go hit from app comp');\r\n }\r\n\r\n ngDoCheck(){\r\n if(!this._router.url.includes('login') \r\n && !this._router.url.includes('register') \r\n && !this._router.url.includes('sign-up') \r\n && !this._router.url.includes('forgotPassword') \r\n && !this._router.url.includes('resetPassword')\r\n && this.global.displayFAB){\r\n //if on a public page, dont display FAB support button\r\n this.displayFAB = true;\r\n }else{\r\n this.displayFAB = false;\r\n }\r\n }\r\n\r\n listenRouting() {\r\n let routerUrl: string, routerList: Array, target: any;\r\n this._router.events.subscribe((router: any) => {\r\n routerUrl = router.urlAfterRedirects;\r\n \r\n if (routerUrl && typeof routerUrl === 'string' && !routerUrl.includes('resetPassword')) { //this removes the resetpassword link from the routing check\r\n \r\n target = this.menu;\r\n this.global.breadcrumbList.length = 0;\r\n \r\n routerList = routerUrl.slice(1).split('/');\r\n routerList.forEach((router, index) => {\r\n \r\n target = target.find(page => page.path.slice(2) === router);\r\n //console.log('go here:', target);\r\n \r\n if (target) {\r\n this.global.breadcrumbList.push({\r\n name: target.name,//(target.name === undefined) ? '/' : target.name,\r\n path: (index === 0) ? target.path : `${this.global.breadcrumbList[index-1].path}/${target.path.slice(2)}`\r\n });\r\n }\r\n \r\n if (index+1 !== routerList.length) {\r\n target = target.children;\r\n }\r\n });\r\n this.global.breadcrumbList = this.breadcrumbList;\r\n //console.log('breadcrumb',this.breadcrumbList);\r\n }\r\n });\r\n }\r\n\r\n handleContactUsModal(e) {\r\n this.modalService.add('contact-support', { ID: Number(localStorage.getItem(\"userId\"))});\r\n }\r\n}\r\n\r\n","import { BrowserModule } from '@angular/platform-browser';\r\nimport { BrowserAnimationsModule } from '@angular/platform-browser/animations';\r\nimport { NgModule } from '@angular/core';\r\nimport { FormsModule, ReactiveFormsModule } from '@angular/forms';\r\n\r\nimport { HttpModule } from '@angular/http';\r\nimport { HttpClientModule, HttpClient, HttpHeaders, HttpResponse, HttpHandler } from '@angular/common/http';\r\nimport { AppRoutingModule } from './app.routing.module';\r\nimport { NgxChartsModule } from '@swimlane/ngx-charts';\r\nimport { NgxTwitterTimelineModule } from 'ngx-twitter-timeline';\r\n\r\nimport { MyDatePickerModule } from 'mydatepicker';\r\n\r\nimport { AuthService } from './auth/auth.service';\r\nimport { AuthGuard } from './auth/auth.guard';\r\n\r\nimport { ModalService } from './shared/modal/modal.service';\r\nimport { SnackBarService } from './shared/snackbar/snackbar.service';\r\nimport { AdvisorBarService } from './shared/advisor-bar/advisor-bar.service';\r\nimport { UserService } from './services/user.service';\r\nimport { SidebarService } from './services/sidebar.service';\r\nimport { GlobalService } from './services/global.service';\r\nimport { OrganizationService } from './services/organization.service';\r\nimport { PagerService } from './services/pager.service';\r\nimport { MenuService } from './services/menu.service';\r\nimport { LoadingService } from './shared/loading/loading.service';\r\n\r\nimport { AppComponent } from './app.component';\r\nimport { LoginComponent } from './login/login.component';\r\nimport { HomeComponent } from './home/home.component';\r\nimport { SidebarComponent } from './shared/sidebar/sidebar.component';\r\nimport { TopnavComponent } from './shared/topnav/topnav.component';\r\nimport { ModalComponent } from './shared/modal/modal.component';\r\nimport { SnackBarComponent } from './shared/snackbar/snackbar.component';\r\nimport { TimeoutComponent } from './shared/timeout/timeout.component';\r\nimport { InfoIconComponent } from './shared/info-icon/info-icon.component';\r\nimport { LoadingComponent } from './shared/loading/loading.component';\r\nimport { AdvisorBarComponent } from './shared/advisor-bar/advisor-bar.component';\r\nimport { BreadCrumbComponent } from './shared/breadcrumbs/breadcrumbs.component';\r\n\r\nimport { AdminComponent } from './admin/admin.component';\r\nimport { MetricRectangleComponent } from './shared/metric-rectangle/metric-rectangle.component';\r\nimport { AdvisorsComponent } from './advisors/advisors.component';\r\nimport { ClientsComponent } from './clients/clients.component';\r\nimport { ViewOrganizationsComponent } from './view-organizations/view-organizations.component';\r\nimport { SettingsComponent } from './settings/settings.component';\r\nimport { AuthWrapperComponent } from './auth-wrapper/auth-wrapper.component';\r\nimport { PortfolioRecommendationComponent } from './portfolio-recommendation/portfolio-recommendation.component';\r\nimport { ApplicationsComponent } from './applications/applications.component';\r\nimport { OrganizationsComponent } from './organizations/organizations.component';\r\nimport { InfoCenterComponent } from './info-center/info-center.component';\r\nimport { SupportComponent } from './support/support.component';\r\nimport { ReportsComponent } from './reports/reports.component';\r\nimport { LegacyReportsComponent } from './legacy-reports/legacy-reports.component';\r\nimport { CreateReportComponent } from './create-report/create-report.component';\r\nimport { ViewReportsComponent } from './view-reports/view-reports.component';\r\nimport { SocialSecurityComponent } from './social-security/social-security.component';\r\nimport { MedicareMeansTestingComponent } from './medicare-means-testing/medicare-means-testing.component';\r\nimport { MedicareMeansTestingComponentV2 } from './medicare-means-testing-v2/medicare-means-testing-v2.component';\r\nimport { HealthCareComponent } from './healthcare/healthcare.component';\r\nimport { LongTermCareComponent } from './long-term-care/long-term-care.component';\r\nimport { LeadsComponent } from './leads/leads.component';\r\n//import { MetricsComponent } from './metrics/metrics.component';\r\nimport { MetricsComponentV2 } from './metrics-v2/metrics-v2.component';\r\nimport { CreateReportSelectionComponent } from './create-report-selection/create-report-selection.component';\r\nimport { MarketingMaterialComponent } from './marketing-material/marketing-material.component';\r\n\r\nimport { ForgotPasswordComponent } from './forgot-password/forgotpassword.component';\r\nimport { ResetPasswordComponent } from './reset-password/resetpassword.component';\r\nimport { RegisterComponent } from './register/register.component';\r\nimport { SignUpComponent } from './sign-up/sign-up.component';\r\n//import { ComboChartComponent, ComboSeriesVerticalComponent } from './combo-chart';\r\n\r\n//recaptcha\r\nimport {RecaptchaModule, RECAPTCHA_SETTINGS, RecaptchaSettings} from 'ng-recaptcha';\r\nimport {RecaptchaFormsModule} from 'ng-recaptcha/forms';\r\n\r\nimport { DragAndDropModule } from 'angular-draggable-droppable';\r\n\r\n//material\r\nimport { MatButtonModule, MatButtonToggleModule, MatTooltipModule } from '@angular/material';\r\n\r\nimport { Ng5SliderModule } from 'ng5-slider';\r\nimport { DecimalPipe } from '@angular/common';\r\nimport { CurrencyMaskModule } from \"ng2-currency-mask\";\r\nimport { CommonModule, CurrencyPipe} from '@angular/common';\r\n\r\n\r\n@NgModule({\r\n declarations: [\r\n AppComponent,\r\n LoginComponent,\r\n RegisterComponent,\r\n SignUpComponent,\r\n ForgotPasswordComponent,\r\n ResetPasswordComponent,\r\n HomeComponent,\r\n SidebarComponent,\r\n TopnavComponent,\r\n ModalComponent,\r\n SnackBarComponent,\r\n TimeoutComponent,\r\n MetricRectangleComponent,\r\n AdvisorsComponent,\r\n ClientsComponent,\r\n SettingsComponent,\r\n AuthWrapperComponent,\r\n PortfolioRecommendationComponent,\r\n ApplicationsComponent,\r\n OrganizationsComponent,\r\n InfoCenterComponent,\r\n SupportComponent,\r\n ReportsComponent,\r\n LegacyReportsComponent,\r\n CreateReportComponent,\r\n ViewReportsComponent,\r\n SocialSecurityComponent,\r\n MedicareMeansTestingComponent,\r\n MedicareMeansTestingComponentV2,\r\n HealthCareComponent,\r\n LongTermCareComponent,\r\n CreateReportSelectionComponent,\r\n MarketingMaterialComponent,\r\n ViewOrganizationsComponent,\r\n InfoIconComponent,\r\n LoadingComponent,\r\n AdvisorBarComponent,\r\n BreadCrumbComponent,\r\n LeadsComponent,\r\n MetricsComponentV2,\r\n AdminComponent,\r\n /* ComboChartComponent,\r\n ComboSeriesVerticalComponent */\r\n ],\r\n imports: [\r\n BrowserModule,\r\n HttpModule,\r\n NgxTwitterTimelineModule,\r\n HttpClientModule,\r\n AppRoutingModule,\r\n NgxChartsModule,\r\n BrowserAnimationsModule,\r\n MatButtonModule, MatButtonToggleModule, MatTooltipModule,\r\n FormsModule,\r\n ReactiveFormsModule,\r\n RecaptchaModule.forRoot(),\r\n RecaptchaFormsModule,\r\n MyDatePickerModule,\r\n DragAndDropModule,\r\n Ng5SliderModule,\r\n CurrencyMaskModule,\r\n CommonModule,\r\n ],\r\n providers: [\r\n AuthService,\r\n AuthGuard,\r\n ModalService,\r\n SnackBarService,\r\n AdvisorBarService,\r\n UserService,\r\n SidebarService,\r\n GlobalService,\r\n OrganizationService,\r\n PagerService,\r\n MenuService,\r\n LoadingService,\r\n HttpClient,\r\n //GlobalService,\r\n DecimalPipe,\r\n CurrencyPipe,\r\n {\r\n provide: RECAPTCHA_SETTINGS,\r\n useValue: { \r\n siteKey: '6LeOczsUAAAAAOaCRf0YOQ8l7oIemk08k8ccmYBe', //same key used for hvsfinancial.com, bamria.com and healthycapital.com\r\n //secret key: 6LeOczsUAAAAAGQFLjoZAYWF4KadtsDOE-NXM3fW\r\n } as RecaptchaSettings,\r\n }\r\n ],\r\n bootstrap: [AppComponent]\r\n})\r\nexport class AppModule { }\r\n","import { NgModule } from '@angular/core';\r\nimport { Routes, RouterModule, CanActivate } from '@angular/router';\r\n\r\nimport { AuthGuard } from './auth/auth.guard';\r\n\r\nimport { LoginComponent } from './login/login.component';\r\nimport { AuthWrapperComponent } from './auth-wrapper/auth-wrapper.component';\r\n\r\nimport { HomeComponent } from './home/home.component';\r\nimport { AdvisorsComponent } from './advisors/advisors.component';\r\nimport { ClientsComponent } from './clients/clients.component';\r\nimport { ApplicationsComponent } from './applications/applications.component';\r\nimport { OrganizationsComponent } from './organizations/organizations.component';\r\nimport { InfoCenterComponent } from './info-center/info-center.component';\r\nimport { ReportsComponent } from './reports/reports.component';\r\nimport { LegacyReportsComponent } from './legacy-reports/legacy-reports.component';\r\nimport { LeadsComponent } from './leads/leads.component';\r\nimport { CreateReportComponent } from './create-report/create-report.component';\r\nimport { ViewReportsComponent } from './view-reports/view-reports.component';\r\nimport { MarketingMaterialComponent } from './marketing-material/marketing-material.component';\r\n\r\nimport { CreateReportSelectionComponent } from './create-report-selection/create-report-selection.component';\r\nimport { SocialSecurityComponent } from './social-security/social-security.component';\r\nimport { MedicareMeansTestingComponent } from './medicare-means-testing/medicare-means-testing.component';\r\nimport { MedicareMeansTestingComponentV2 } from './medicare-means-testing-v2/medicare-means-testing-v2.component';\r\nimport { HealthCareComponent } from './healthcare/healthcare.component';\r\nimport { LongTermCareComponent } from './long-term-care/long-term-care.component';\r\nimport { AdminComponent } from './admin/admin.component';\r\n//import { MetricsComponent } from './metrics/metrics.component';\r\nimport { MetricsComponentV2 } from './metrics-v2/metrics-v2.component';\r\n\r\nimport { ForgotPasswordComponent } from './forgot-password/forgotpassword.component';\r\nimport { RegisterComponent } from './register/register.component';\r\nimport { SignUpComponent } from './sign-up/sign-up.component';\r\nimport { ResetPasswordComponent } from './reset-password/resetpassword.component';\r\n\r\nimport { APP_BASE_HREF, HashLocationStrategy, LocationStrategy } from '@angular/common';\r\n\r\nconst routes: Routes = [\r\n {\r\n path: '', component: AuthWrapperComponent, canActivate: [AuthGuard],\r\n children: [\r\n { path: '', redirectTo: 'home', pathMatch: 'full' },\r\n { path: 'home', component: HomeComponent },\r\n { path: 'advisors', component: AdvisorsComponent },\r\n { path: 'clients', component: ClientsComponent },\r\n { path: 'leads', component: LeadsComponent },\r\n { path: 'admin', component: AdminComponent },\r\n { path: 'metrics', component: MetricsComponentV2 },\r\n //{ path: 'metricsv2', component: MetricsComponentV2 },\r\n { path: 'applications', component: ApplicationsComponent },\r\n { path: 'organizations', component: OrganizationsComponent },\r\n { path: 'info-center', component: InfoCenterComponent },\r\n { path: 'reports', component: ReportsComponent },\r\n { path: 'reports/create', component: CreateReportSelectionComponent },\r\n { path: 'reports/create/ss', component: SocialSecurityComponent, pathMatch: 'full' },\r\n { path: 'reports/create/mmt', component: MedicareMeansTestingComponent, pathMatch: 'full' },\r\n { path: 'reports/create/mmtv2', component: MedicareMeansTestingComponentV2, pathMatch: 'full' },\r\n { path: 'reports/create/ltc', component: LongTermCareComponent, pathMatch: 'full' },\r\n { path: 'reports/create/hc', component: HealthCareComponent, pathMatch: 'full' },\r\n { path: 'legacy-reports', component: LegacyReportsComponent, pathMatch: 'full' },\r\n { path: 'marketing-material', component: MarketingMaterialComponent }\r\n ]\r\n },\r\n { path: 'login', component: LoginComponent, pathMatch: 'full' },\r\n { path: 'register', component: RegisterComponent, pathMatch: 'full' },\r\n { path: 'sign-up', component: SignUpComponent, pathMatch: 'full' },\r\n { path: 'forgotPassword', component: ForgotPasswordComponent, pathMatch: 'full' },\r\n { path: 'resetPassword/:id', component: ResetPasswordComponent, pathMatch: 'full' },\r\n //{ path: '**', redirectTo: '' }\r\n];\r\n\r\n@NgModule({\r\n imports: [RouterModule.forRoot(routes)],\r\n exports: [RouterModule],\r\n providers: [ {provide: LocationStrategy, useClass: HashLocationStrategy} ]\r\n})\r\nexport class AppRoutingModule { }\r\n","module.exports = \":host {\\r\\n overflow-y: scroll;\\r\\n overflow-x: hidden;\\r\\n}\\r\\n\\r\\n.header {\\r\\n height: 200px;\\r\\n background-image: url('marketing-materials.460fcf84ad462e7b1911.jpg');\\r\\n display: flex;\\r\\n background-repeat: no-repeat;\\r\\n background-size: cover;\\r\\n flex-direction: column;\\r\\n justify-content: center;\\r\\n align-items: left;\\r\\n color: #555;\\r\\n margin: 25px;\\r\\n padding: 25px;\\r\\n\\r\\n}\\r\\n\\r\\n.content {\\r\\n display: flex;\\r\\n flex-direction: row;\\r\\n flex-wrap: wrap;\\r\\n padding: 0 0 200px 0;\\r\\n /* justify-content: space-between; */\\r\\n}\\r\\n\\r\\n.content-area {\\r\\n /* overflow-y: scroll; */\\r\\n}\\r\\n\\r\\n.content-item {\\r\\n display: flex;\\r\\n flex-direction: column;\\r\\n /* margin: 25px; */\\r\\n width: 100%;\\r\\n max-width: 400px;\\r\\n\\r\\n border: 1px solid #d5d5d5;\\r\\n padding: 10px;\\r\\n background: #fff;\\r\\n margin-left: 20px;\\r\\n margin-bottom: 20px;\\r\\n}\\r\\n\\r\\n.title {\\r\\n font-size: 2rem;\\r\\n color: #555;\\r\\n}\\r\\n\\r\\n.sub-title {\\r\\n font-size: 0.8rem;\\r\\n color: #555;\\r\\n width: 70%;\\r\\n line-height: 1.5rem;\\r\\n}\\r\\n\\r\\n.seperator {\\r\\n height: 1px;\\r\\n /* width: 30%; */\\r\\n background-color: #d5d5d5;\\r\\n}\\r\\n\\r\\n.content-title {\\r\\n color: #555;\\r\\n font-size: 1.2rem;\\r\\n margin-top: 5px;\\r\\n}\\r\\n\\r\\n.content-sub-title {\\r\\n color: #555;\\r\\n font-size: 0.8rem;\\r\\n margin: 10px 0 10px 0;\\r\\n}\\r\\n\\r\\n.content {\\r\\n height: unset !important;\\r\\n}\\r\\n\\r\\n/* .btn {\\r\\n background-color: #E58929;\\r\\n width: 200px;\\r\\n display: flex;\\r\\n justify-content: space-around;\\r\\n align-items: center;\\r\\n padding: 0 5px 0 5px;\\r\\n cursor: pointer;\\r\\n}\\r\\n\\r\\n.btn button {\\r\\n border: none;\\r\\n background-color: #E58929;\\r\\n color: #000;\\r\\n height: 35px;\\r\\n cursor: pointer;\\r\\n font-size: 1rem;\\r\\n outline: none;\\r\\n}\\r\\n\\r\\n.btn i {\\r\\n color: #000;\\r\\n font-size: 1.25rem;\\r\\n cursor: pointer;\\r\\n} */\\r\\n\\r\\n.create {\\r\\n background-color: #E58929;\\r\\n /* width: 200px; */\\r\\n width: 50%;\\r\\n display: flex;\\r\\n /* justify-content: space-around; */\\r\\n align-items: center;\\r\\n cursor: pointer;\\r\\n padding: 15px;\\r\\n}\\r\\n\\r\\n.create button {\\r\\n border: none;\\r\\n background-color: #E58929;\\r\\n color: #fff;\\r\\n /* height: 35px; */\\r\\n cursor: pointer;\\r\\n font-size: 1rem;\\r\\n outline: none;\\r\\n}\\r\\n\\r\\n.create i {\\r\\n color: #fff;\\r\\n font-size: 1.25rem;\\r\\n cursor: pointer;\\r\\n margin-left: 10px;\\r\\n}\\r\\n/*# 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*/\"","module.exports = \"
\\r\\n Applications\\r\\n \\r\\n HealthView's applications are designed to serve as a quick and easy financial planning platform with minimal inputs and\\r\\n easy-to-understand outputs. The reports can help advisors initiate conversations with clients about their specific retirement\\r\\n needs and possible long-term solutions.\\r\\n
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\\r\\n \\r\\n HealthView Explorer\\r\\n Explorer is a simple and easy-to-use interactive map that displays the impact of state of residence on retirement health\\r\\n care costs. The variances in costs of Medicare Part D and Supplemental Insurance from state-to-state may impact financial\\r\\n well-being in retirement.\\r\\n \\r\\n
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\\r\\n \\r\\n Income Replacement Ratio (IRR)\\r\\n Want to know how much annual income you'll need in retirement? An Income Replacement Ratio (IRR) can reveal what is required\\r\\n to maintain your standard of living after you're done working. Toggle between different IRRs to view projected retirement\\r\\n income needs.\\r\\n
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\\r\\n \\r\\n Snapshot\\r\\n Snapshot is the fastest way to utilize HealthView's actuarial health care cost projections on clients and prospects.\\r\\n With six simple inputs, the app outputs life expectancy, total retirement premiums, and an immediate investment value\\r\\n based on a selected rate of return.\\r\\n
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\\r\\n \\r\\n LTC Map\\r\\n Compare Long-term Care costs from state to state. Adjust the region, length of stay, and/or type of care to view differences in costs.\\r\\n
selectedClient.clientProfile.LifeExpectancy\\\">\\r\\n NOTE: Your projected life expectancy is less than your expected Retirement Age. Please click “Edit Client” to adjust one or both of these inputs before proceeding to run an illustration.\\r\\n
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selectedClient.clientProfile.spouseLifeExpectancy\\\">\\r\\n NOTE: Your spouse projected life expectancy is less than your spouse expected Retirement Age. Please click “Edit Client” to adjust one or both of these inputs before proceeding to run an illustration.\\r\\n
\\r\\n Total in {{hcDataV2.RetirementYear}} ({{ (client.clientProfile.Spouses[0].maritalStatus == 'Married' && ((client.clientProfile.Spouses[0].retirementAge - calculateAge(this.client.clientProfile.Spouses[0].dob) + currentYear == hcDataV2.RetirementYear)) ? client.client.FirstName + ' Age ' + client.clientProfile.RetirementAge + ', ' + client.clientProfile.Spouses[0].firstName + ' Age ' + client.clientProfile.Spouses[0].retirementAge : client.client.FirstName + ' Age ' + client.clientProfile.RetirementAge) }}):\\r\\n {{hcDataV2.YearOneTotal || $0}}\\r\\n
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\\r\\n Medicare Means Testing Brackets\\r\\n
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Income Level at Retirement Age
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Total Retirement Healthcare Costs
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Marginal Increase
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Total Increase
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{{income.incomeCompareCells[0]}}
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{{income.incomeCompareCells[1] || '--'}}
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{{income.incomeCompareCells[2] || '--'}}
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{{income.incomeCompareCells[3] || '--'}}
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\\r\\n Projected Retirement Health Care Costs by Year\\r\\n
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\\r\\n\\r\\n\\r\\n Note: All projections below are shown\\r\\n in the future value, and account for healthcare cost inflation, so as to show the proper funding need.\\r\\n\\r\\n
\\r\\n Funding Solutions\\r\\n \\r\\n \\r\\n \\r\\n Does not impact IRR or Medicare Means Testing surcharges\\r\\n
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Funding Source
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Annual Amount
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Start Year
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End Year
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Inflation Rate
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Total Amount
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Unfunded Healthcare
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Actions
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Medicare Deduction from Social Security\\r\\n \\r\\n
\\r\\n By embedding these Consumer Tools, you can start turning visitors into potential clients.\\r\\n Visitors who use the Consumer Tools will be able to generate a bsic report. When they download this report and agree to be contacted, they will be classified as a lead and their information available to you. Your leads can be found in the \\\"Leads\\\" tab.\\r\\n If a visitor is a lead, an email alert will be sent to notify you that they are available for contact.\\r\\n
\\r\\n Social Security\\r\\n
\\r\\n \\r\\n Send the code below to your website administrator so they can place the tool on your website.\\r\\n
\\r\\n {{advisorCode}}\\r\\n
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\\r\\n Having trouble?\\r\\n Download this Word file and send it to your website administrator. For additional help, have your website administrator contact HealthView Services support at Support@hvs.supportsystem.com or 800-969-6518.\\r\\n
\\r\\n Sign into the NEW HVS Portal 2.0 Experience\\r\\n \\r\\n \\r\\n NOW AVAILABLE All users have access to the newest version of the HVS Portal!\\r\\n \\r\\n
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Same username and password
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No additional payment needed
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Announcing the OneAmerica 3.0 portal release.
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Learn about the new features by clicking the download link below or watching\\r\\n our training videos once you have logged in. We’re here to answer your questions about the new features. Call us at 800-969-6518, Monday – Friday 9:00 AM to 5:00\\r\\n PM Eastern.\\r\\n
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Please use one of the following supported browsers:
\\r\\n Total Projected Long-Term Care (in Today's Dollars)\\r\\n \\r\\n \\r\\n {{response.LTCGrandTotAmtTodays ? response.LTCGrandTotAmtTodays : \\\"--\\\"}}\\r\\n
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\\r\\n Total Projected Long-Term Care (in Future Dollars)\\r\\n \\r\\n \\r\\n {{response.LTCGrandTotAmt ? response.LTCGrandTotAmt : \\\"--\\\"}}\\r\\n
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\\r\\n Total Investment to Fund Costs\\r\\n \\r\\n \\r\\n {{response.depositedToday ? response.depositedToday : \\\"--\\\"}}\\r\\n
Our strategy uses a {{phase1Portfolio}} portfolio during the accumulation period (Phase 1) and an {{phase2Portfolio}} portfolio in retirement (Phase 2).
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Our strategy uses a {{phase1Portfolio}} portfolio during the accumulation and decumulation period.
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Period Covered
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Projected Rate of Return
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Phase 1
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Through {{year}} (Age {{clientRetirementAge}})
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Through {{year}} (Age {{clientRetirementAge}} / {{spouseRetirementAge}})
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Through Retirement
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{{phase1Val}}
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Phase 2
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Through Retirement
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{{phase2Val}}
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Based on these rate assumptions, we recommend a single investment of {{singleInvestment}} to fund your unfunded\\r\\n retirement costs of {{unfundedAmount}}.
\\r\\n \\r\\n \\r\\n Omit retirement state specificity and display outputting illustrations and reports based on national averages?\\r\\n \\r\\n \\r\\n
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Client's Financial Information
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\\r\\n Client's Current Annual Income*\\r\\n \\r\\n
\\r\\n \\r\\n \\r\\n Would you like to use our PIA calculator? \\r\\n \\r\\n \\r\\n
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\\r\\n Enter the client's first and last year of work (which may be a future year). Then, enter gross annual earnings in the fields that open below. Earnings totals should not be adjusted for inflation. For years with no earnings, leave the field at $0. To include fture earned income (if applicable), input your best estimate for the appropriate years.\\r\\n
\\r\\n \\r\\n \\r\\n Would you like to use our PIA calculator?\\r\\n \\r\\n \\r\\n
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\\r\\n Enter the client's first and last year of work (which may be a future year). Then, enter gross annual earnings in the\\r\\n fields that open below. Earnings totals should not be adjusted for inflation. For years with no earnings, leave the\\r\\n field at $0. To include fture earned income (if applicable), input your best estimate for the appropriate years.\\r\\n
\\r\\n \\r\\n \\r\\n Do you or will you have access to a public pension?\\r\\n \\r\\n \\r\\n
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\\r\\n Annual Pension Value\\r\\n \\r\\n
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\\r\\n Substantial Earning Years\\r\\n \\r\\n
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Household Information
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\\r\\n Income Replacement Ratio*\\r\\n \\r\\n
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Health Information
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Calculated Life Expectancy
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this.clientModelV2.healthInformation.lifeExpectancy\\\">\\r\\n Life expectancy cannot be lower than Retirement Age. Please return to the General Information tab and decrease Retirement Age.\\r\\n
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\\r\\n Ex-\\r\\n Spouse's Health Information\\r\\n
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Calculated Life Expectancy
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this.clientModelV2.maritalStatus.lifeExpectancy\\\">\\r\\n Life expectancy cannot be lower than Retirement Age. Please return to the General Information tab and decrease Retirement Age.\\r\\n
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Ex-Spouse's Projected Life Expectancy
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Marital History
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\\r\\n You have indicated that you are single (never married). If this is inaccurate, hit the “Previous” button at the bottom of this page and update your current marital status. When you return to this page with the proper information, you can add any past marriages that may apply.\\r\\n
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\\r\\n Were you ever married previously, prior to your current marriage?*\\r\\n
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\\r\\n Enter the client's first and last year of work (which may be a future year). Then, enter gross annual earnings in the fields that open below. Earnings totals should not be adjusted for inflation. For years with no earnings, leave the field at $0. To include future earned income (if applicable), input your best estimate for the appropriate years.\\r\\n \\r\\n Please fill out date of birth first\\r\\n
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\\r\\n \\r\\n \\r\\n \\r\\n Would you like to use our PIA calculator?\\r\\n \\r\\n\\r\\n
\\r\\n Enter the client's first and last year of work (which may be a future year). Then, enter gross annual earnings in the fields that open below. Earnings totals should not be adjusted for inflation. For years with no earnings, leave the field at $0. To include future earned income (if applicable), input your best estimate for the appropriate years.\\r\\n \\r\\n Please fill out date of birth first\\r\\n
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\\r\\n Enter the client's first and last year of work (which may be a future year). Then, enter gross annual earnings in the fields that open below. Earnings totals should not be adjusted for inflation. For years with no earnings, leave the field at $0. To include future earned income (if applicable), input your best estimate for the appropriate years.\\r\\n \\r\\n Please fill out date of birth first\\r\\n
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\\r\\n Fill out the information below to generate a personalized risk tolerance, which will help determine the investment strategy that is most suitable for you, based on on your unique situation.\\r\\n
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Based on your coverage selections, your total out-of-pocket medical expenses are expected to be \\r\\n {{estimatedCosts | currency:'USD':true:'1.0-0'}} during retirement. Social \\r\\n Security automatically deducts {{ssDeductions | currency:'USD': true:'1.0-0'}} of benefits to pay for Medicare expenses.\\r\\n The following personal investment plan will address the remaining unfunded amount of {{remainingUnfunded | currency:'USD': true:'1.0-0'}}.\\r\\n
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\\r\\n Based on your profile and assumptions, your long-term care expenses are projected to be \\r\\n {{estimatedCosts | currency:'USD':true:'1.0-0'}}. The following personal investment plan \\r\\n will address the future costs shown below. \\r\\n
\\r\\n The specific blend of asset classes — your asset allocation — is based on your personal profile.\\r\\n Spreading your investments across different asset classes can help reduce the impact of a downturn\\r\\n and can be an effective tool for managing risk.\\r\\n
\\r\\n Portfolio Risk Meter\\r\\n
\\r\\n The Portfolio Risk Meter indicates risk/volatility associated with different asset allocation strategies.\\r\\n Your investor profile suggests a {{phase1Portfolio}} strategy would be appropriate at this time\\r\\n
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Investment Information
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Solution
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\\r\\n Your suggested strategy uses {{getRiskTolPhaseAOrAn(phase1Portfolio)}} {{phase1Portfolio}} portfolio during the accumulation period (Phase I) and will transition to {{getRiskTolPhaseAOrAn(phase2Portfolio)}}\\r\\n {{phase2Portfolio}} portfolio in retirement (Phase 2).\\r\\n Your suggested strategy uses a {{phase1Portfolio}} portfolio during the accumulation period (Phase I)\\r\\n
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\\r\\n *The performance data quoted representing past performance is provided solely for informational purposes and does not guarantee future results.\\r\\n
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\\r\\n A single investment of {{portfolioRecommendationObject.singleInvestment}} in the suggested strategy is projected to cover your unfunded retirement healthcare costs of\\r\\n {{portfolioRecommendationObject.unfundedAmount}}, based on these historic return assumptions.\\r\\n
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Putting the Investment Strategy to Work
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\\r\\n This is the recommended strategy for the accumulation phase. Based on your profile and asset-allocation\\r\\n strategy, securities will be selected in each asset class deemed most appropriate for your needs (as detailed below). \\r\\n We believe this combination of securities should over time, achieve your specific investment goals within the selected time horizon and risk tolerance.\\r\\n
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\\r\\n Large Companies \\r\\n Mid-to-Small Size Companies \\r\\n Small Companies \\r\\n International Companies \\r\\n
\\r\\n Fill out the information below about the minor child being included in this account.\\r\\n Fill out the information below about the other owner of this account.\\r\\n
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\\r\\n What type of account do you wish to open? \\r\\n \\r\\n
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Unfortunately, you are not a candidate for HealthView Asset management. Based on your risk tolerance response, we suggest a portfolio of money market and CDs.
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\\r\\n\"","import { Component, OnInit, Input, ViewChild, ElementRef, ViewEncapsulation } from '@angular/core';\r\nimport { Router } from '@angular/router';\r\n// import { NgForm } from '@angular/forms';\r\n\r\nimport { ModalService } from './modal.service';\r\nimport { GlobalService } from '../../services/global.service';\r\nimport { SnackBarService } from '../snackbar/snackbar.service';\r\n\r\nimport { DomSanitizer, SafeHtml } from '@angular/platform-browser';\r\n\r\nimport { Advisor } from '../../models/advisor';\r\nimport { Client } from '../../models/client';\r\nimport { Organization } from '../../models/organization';\r\n\r\nimport Utils from '../utility';\r\nimport { RequestOptions } from '@angular/http';\r\n\r\nimport { IMyDpOptions, IMyDateModel, IMyDate } from 'mydatepicker';\r\nimport { FormBuilder, FormGroup, Validators } from '@angular/forms';\r\nimport { LoadingService } from '../../shared/loading/loading.service';\r\n\r\n// import { UploadOutput, UploadInput, UploadFile, humanizeBytes, UploaderOptions, UploadStatus } from 'ngx-uploader';\r\n\r\n@Component({\r\n selector: 'app-modal',\r\n templateUrl: './modal.component.html',\r\n styleUrls: ['./modal.component.css'],\r\n encapsulation: ViewEncapsulation.None,\r\n host: {\r\n '(document:click)': 'onClick($event)',\r\n }\r\n})\r\n\r\nexport class ModalComponent implements OnInit {\r\n\r\n public dateofBirth;\r\n public currentYear;\r\n public yob;\r\n public endYear1;\r\n public endYear2;\r\n public endOfPIAStartYear;\r\n public endOfPIAEndYear;\r\n public age;\r\n public showAge;\r\n public min;\r\n public maxAge;\r\n public minAge;\r\n public showAgeSpouse;\r\n public spouseAgeOver;\r\n public spouseAgeOverEighty;\r\n\r\n public spouseDateofBirth;\t\t\t\r\n public spouseYob;\r\n public spouseEndOfPIAStartYear;\r\n public spouseEndYear1;\r\n public spouseEndYear2;\r\n public spouseEndOfPIAEndYear;\r\n public spouseShowAge;\r\n public spouseMinAge;\r\n public spouseMaxAge;\r\n public SpouseMin;\r\n public ageOverEighty;\r\n ageOver: boolean; \r\n\r\n public pensionMinYear;\r\n public pensionMaxYear;\r\n public spousePensionMinYear;\r\n public spousePensionMaxYear;\r\n public endOfPensionYear;\r\n public spouseEndOfPensionYear;\r\n\r\n public clientPreviousSpouseMaxAge;\r\n public clientPreviousSpouseMinAge;\r\n\r\n public spousePreviousSpouseMaxAge;\r\n public spousePreviousSpouseMinAge;\r\n\r\n public fullYear;\r\n public convertSpouseYear;\r\n public SpouseFullYear;\r\n\r\n public ageEighteen;\r\n public eighteenYearsAgo;\r\n private today = new Date();\r\n\r\n public firstPage;\r\n public secondPage;\r\n public thirdPage;\r\n public forthPage;\r\n public fifthPage;\r\n public sixthPage;\r\n public seventhPage;\r\n\r\n public isRiskTolerance: boolean = false;\r\n\r\n public aggrementSrc: string;\r\n\r\n isChecked: boolean;\r\n isClientEmailChecked: boolean;\r\n isFinalAgreementChecked: boolean;\r\n\r\n riskToleranceQuestionnaire: FormGroup;\r\n riskToleranceNames: FormGroup;\r\n riskToleranceAggrement: FormGroup;\r\n riskToleranceMail: FormGroup;\r\n\r\n riskTolernaceSection: string = 'riskToleranceQuestionnaire';\r\n dateTimeNow: string;\r\n clientFirstName: string;\r\n clientLastName: string;\r\n spouseFirstName: string;\r\n spouseLastName: string;\r\n isNotCandidate: boolean;\r\n lastClickedSignedAgreement: string;\r\n reportObj;\r\n AssetManagementAdv2DocUrl;\r\n AssetManagementAgreement;\r\n OrgRIAFee;\r\n advisoryFee: number;\r\n AssetManagementAgreementChangedDate;\r\n\r\n futureTotalCost: number;\r\n portfolioRecommendationObject: any;\r\n\r\n\r\n\r\n\r\n\r\n\r\n @ViewChild('container') container: ElementRef;\r\n @ViewChild('scrollEl') scrollEl: ElementRef;\r\n private selDate: IMyDate = { year: 0, month: 0, day: 0 };\r\n public myDatePickerOptions: IMyDpOptions = {\r\n // other options...\r\n dateFormat: \"mm/dd/yyyy\",\r\n editableDateField: true,\r\n showTodayBtn: false,\r\n /* disableUntil: { year: 1930, month: 1, day: 1 },\r\n disableSince: { year: 2000, month: 1, day: 1 } */\r\n disableUntil: { year: 1930, month: 1, day: 1 },\r\n disableSince: { year: this.today.getFullYear() - 18, month: this.today.getMonth() + 1 , day: this.today.getDate() + 1 }\r\n\r\n };\r\n\r\n public myDatePickerOptionsAnn: IMyDpOptions = {\r\n // other options...\r\n dateFormat: \"mm/dd/yyyy\",\r\n editableDateField: true,\r\n showTodayBtn: false,\r\n disableUntil: { year: 1948, month: this.today.getMonth() + 1 , day: this.today.getDate() + 1 },\r\n disableSince: { year: this.today.getFullYear(), month: this.today.getMonth() + 1 , day: this.today.getDate() + 1 }\r\n };\r\n\r\n // Initialized to specific date (09.10.2018).\r\n public defaultDateModel: any = { date: { year: 1960, month: 1, day: 1 } };\r\n\r\n public currentAddEditClientScreen: Number = 0;\r\n public previousAddEditClientScreen: Number = 0;\r\n\r\n public selectedDocFilePath: string;\r\n public selectedDocEvent: any;\r\n public selectedDocCategory: string;\r\n\r\n public currentRiskToleranceScreen: Number = 1;\r\n\r\n public isValidAdvisor = false;\r\n\r\n\r\n public selectedDocument: any = {\r\n title: '',\r\n description: '',\r\n category: '',\r\n }\r\n\r\n public healthInformationInfo: string = \"These inputs will impact life expectancy projections (see below), which is featured within every illustration and report, as well as annual out-of-pocket health care costs.\";\r\n\r\n public validFormInputs: any = [\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n ]\r\n\r\n public advisorModal: any = {\r\n generalInformation: {\r\n firstName: '',\r\n lastName: '',\r\n title:'',\r\n address: '',\r\n city: '',\r\n state: '',\r\n zip: '',\r\n phone: '',\r\n email: '',\r\n id: ''\r\n }\r\n }\r\n public clientModal: any = {\r\n generalInformation: {\r\n generalInformation: {\r\n firstName: '',\r\n lastName: '',\r\n gender: '',\r\n dob: '',\r\n address: '',\r\n city: '',\r\n state: '',\r\n zip: '',\r\n phone: '',\r\n email: '',\r\n },\r\n anticipatedRetirementInformation: {\r\n retirementAge: '',\r\n retirementState: '',\r\n },\r\n },\r\n financialInformation: {\r\n PIAYears: {\r\n IncludePIA: false,\r\n StartYear: '',\r\n EndYear: '',\r\n Years: []\r\n },\r\n hasPension: false,\r\n },\r\n maritalStatus: {\r\n firstName: '',\r\n lastName: '',\r\n },\r\n healthConditions: {},\r\n currentMaritalStatus: {},\r\n maritalHistory: {\r\n previouslyMarried: {},\r\n\r\n },\r\n spouses: [\r\n { firstName: '', lastName: '' }\r\n ],\r\n dependentChildren: {},\r\n }\r\n\r\n prepSpouses(count) {\r\n this.clientModal.maritalHistory.spouses = new Array(count);\r\n }\r\n\r\n handlePrint(e) {\r\n window.print();\r\n }\r\n\r\n prepSpousesSpouse(count) {\r\n this.clientModelV2.maritalHistory.spousesSpouse = [];\r\n\r\n for (var i = 0; i < count; i++) {\r\n if (this.clientModelV2.maritalHistory.spousesSpouse[i]) {\r\n this.clientModelV2.maritalHistory.spousesSpouse.push(this.clientModelV2.maritalHistory.spousesSpouse[i]);\r\n } else {\r\n this.clientModelV2.maritalHistory.spousesSpouse.push({\r\n tenyears: false,\r\n alive: true,\r\n });\r\n }\r\n }\r\n\r\n }\r\n\r\n prepChildren(count) {\r\n this.clientModelV2.dependentChildren.children = [];\r\n\r\n for (var i = 0; i < count; i++) {\r\n this.clientModelV2.dependentChildren.children.push({\r\n DependentChildAge: 0,\r\n })\r\n }\r\n }\r\n\r\n dissabledConinueBtn: boolean = false;\r\n updateAddEditClientScreen(page) {\r\n \r\n if (page == 1 && this.ID == 0) {\r\n this.minAge = this.min = Math.min(this.clientModelV2.healthInformation.lifeExpectancy, this.showAge); \r\n this.maxAge = 100 - this.minAge + 1; \r\n }\r\n this.dissabledConinueBtn = false;\r\n if (page == -1) {\r\n this.isSelectingAdvisor = false;\r\n\r\n this.advisors.forEach((a) => {\r\n if (a.c.ID == this.selectedAdvisor) {\r\n this.selectedAdvisor = a;\r\n }\r\n });\r\n\r\n\r\n this.validateFields(page);\r\n return;\r\n }\r\n\r\n if (page !== this.currentAddEditClientScreen) {\r\n this.previousAddEditClientScreen = this.currentAddEditClientScreen;\r\n this.currentAddEditClientScreen = page;\r\n // console.log('validateFields 01');\r\n this.validateFields(page);\r\n }\r\n\r\n if (page == this.fifthPage && !this.featRiskTolerance) {\r\n // console.log('validateFields 02');\r\n this.validateFields(page);\r\n // this.validateFields(page);\r\n \r\n this.dissabledConinueBtn = true;\r\n }\r\n if (page == this.sixthPage && this.featRiskTolerance) {\r\n // console.log('validateFields 03');\r\n this.validateFields(page);\r\n \r\n this.dissabledConinueBtn = true;\r\n } \r\n\r\n }\r\n\r\n uploadFileChanged(e) {\r\n this.selectedDocEvent = e;\r\n this.selectedDocFilePath = e.target.files[0].name;\r\n }\r\n\r\n test(e) {\r\n }\r\n\r\n\r\n validateAge() {\r\n var eighteenYearsAgo = new Date();\r\n this.eighteenYearsAgo = eighteenYearsAgo.setFullYear(eighteenYearsAgo.getFullYear() - 18);\r\n this.ageEighteen = eighteenYearsAgo.getFullYear();\r\n }\r\n\r\n\r\n validateDefaultDate: boolean;\r\n validateDefaultDate2: boolean;\r\n\r\n validateDefaultDate3: boolean;\r\n\r\n \r\n\r\n\r\n validateFields(page) {\r\n var isValid = true;\r\n if (page === -1) {\r\n if (this.clientModelV2.generalInformation.dob === undefined || this.clientModelV2.generalInformation.dob === '' || this.clientModelV2.generalInformation.dob >= 80) {\r\n //this.validateDefaultDate = true;\r\n //this.clientModelV2.generalInformation.dob = this.defaultDOB;\r\n //this.clientModelV2.generalInformation.dobStr = this.defaultDOBStr;//this.clientModelV2.generalInformation.dob;\r\n } else {\r\n //isValid = isValid && this.clientModelV2.generalInformation.dobStr.length > 0;\r\n this.validateDefaultDate = this.validateDate(this.clientModelV2.generalInformation.dobStr, true); \r\n }\r\n\r\n }\r\n if (page === this.firstPage) {\r\n // console.log('button disable 08');\r\n this.clientModelV2.generalInformation.dobStr; \r\n this.clientModelV2.maritalStatus.dobStr; \r\n\r\n if (this.clientModelV2.generalInformation.dobStr) {\r\n const convertAge = new Date(this.clientModelV2.generalInformation.dobStr);\r\n const timeDiff = Math.abs(Date.now() - convertAge.getTime());\r\n this.showAge = Math.floor((timeDiff / (1000 * 3600 * 24))/365); \r\n } \r\n\r\n\r\n if (this.clientModelV2.maritalStatus.dobStr) {\r\n const spouseConvertAge = new Date(this.clientModelV2.maritalStatus.dobStr);\r\n const SpouseTimeDiff = Math.abs(Date.now() - spouseConvertAge.getTime());\r\n this.showAgeSpouse = Math.floor((SpouseTimeDiff / (1000 * 3600 * 24))/365); \r\n } \r\n\r\n if (this.clientModelV2.generalInformation.dobStr) {\r\n // console.log('button disable 09');\r\n const convertYear = new Date(this.clientModelV2.generalInformation.dobStr); \r\n this.currentYear = new Date().getFullYear();\r\n this.fullYear = convertYear.getFullYear(); \r\n this.yob = this.fullYear + 14;\r\n \r\n this.endOfPIAStartYear = this.currentYear - this.yob + 1; \r\n this.endYear1 = this.fullYear + 30;\r\n this.endYear2 = this.fullYear + 80; \r\n this.endOfPIAEndYear = this.endYear2 - this.endYear1 + 1; \r\n \r\n this.pensionMinYear = this.fullYear + 50;\r\n this.pensionMaxYear = this.fullYear + 75;\r\n this.endOfPensionYear = this.pensionMaxYear - this.pensionMinYear + 1; \r\n }\r\n\r\n if (this.clientModelV2.maritalStatus.dobStr) {\r\n const convertSpouseYear = new Date(this.clientModelV2.maritalStatus.dobStr); \r\n this.currentYear = new Date().getFullYear();\r\n this.SpouseFullYear = convertSpouseYear.getFullYear();\r\n this.spouseYob = this.SpouseFullYear + 14;\r\n\r\n this.spouseEndOfPIAStartYear = this.currentYear - this.spouseYob + 1; \r\n this.spouseEndYear1 = this.SpouseFullYear + 30;\r\n this.spouseEndYear2 = this.SpouseFullYear + 80; \r\n this.spouseEndOfPIAEndYear = this.spouseEndYear2 - this.spouseEndYear1 + 1; \r\n\r\n this.spousePensionMinYear = this.SpouseFullYear + 50;\r\n this.spousePensionMaxYear = this.SpouseFullYear + 75;\r\n this.spouseEndOfPensionYear = this.spousePensionMaxYear - this.spousePensionMinYear + 1; \r\n }\r\n\r\n isValid = isValid && this.clientModelV2.generalInformation.firstName.length > 0;\r\n isValid = isValid && this.clientModelV2.generalInformation.lastName.length > 0;\r\n isValid = isValid && (this.clientModelV2.generalInformation.gender == 1 || this.clientModelV2.generalInformation.gender == 2);\r\n // console.log('button disable 10');\r\n // console.log(this.clientModelV2.generalInformation.firstName.length);\r\n // console.log(this.clientModelV2.generalInformation.lastName.length);\r\n // console.log(this.clientModelV2.generalInformation.gender);\r\n // console.log('this.clientModelV2.generalInformation.dob');\r\n // console.log(this.clientModelV2.generalInformation.dob);\r\n //isValid = isValid && this.clientModelV2.generalInformation.dobStr.length > 0; \r\n if (this.clientModelV2.generalInformation.dob === undefined || this.clientModelV2.generalInformation.dob === '' || this.clientModelV2.generalInformation.dob === this.defaultDOB || this.clientModelV2.generalInformation.dob >= 80) {\r\n //this.validateDefaultDate = true;\r\n //this.clientModelV2.generalInformation.dob = this.defaultDOB;\r\n //this.clientModelV2.generalInformation.dobStr = this.defaultDOBStr;//this.clientModelV2.generalInformation.dob;\r\n // console.log('if check this.clientModelV2.generalInformation.dob');\r\n isValid = false;\r\n\r\n } \r\n else { \r\n isValid = isValid && this.clientModelV2.generalInformation.dobStr && this.clientModelV2.generalInformation.dobStr.length > 0;\r\n this.validateDefaultDate = this.validateDate(this.clientModelV2.generalInformation.dobStr, true);\r\n \r\n }\r\n\r\n if (page === 0) {\r\n // console.log('button disable 11');\r\n // console.log(isValid);\r\n isValid = isValid && this.clientModelV2.healthInformation && this.clientModelV2.healthInformation.lifeExpectancy && this.clientModelV2.healthInformation.lifeExpectancy > 0;\r\n // console.log('button disable 12');\r\n // console.log(isValid);\r\n if (isValid) {\r\n if (this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Single') {\r\n // console.log('button disable 13');\r\n isValid = true;\r\n } else if (this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Married') {\r\n\r\n\r\n if (this.clientModelV2.maritalStatus.dob === undefined) {\r\n this.validateDefaultDate = true;\r\n\r\n } else {\r\n isValid = isValid && this.clientModelV2.maritalStatus.dobStr && this.clientModelV2.maritalStatus.dobStr.length > 0;\r\n this.validateDefaultDate2 = isValid && this.validateDate(this.clientModelV2.maritalStatus.dobStr, true);\r\n }\r\n\r\n isValid = isValid && this.clientModelV2.maritalStatus.firstName != \"\";\r\n isValid = isValid && this.clientModelV2.maritalStatus.lastName != \"\";\r\n //isValid = isValid && this.clientModelV2.maritalStatus.anniversaryStr && this.clientModelV2.maritalStatus.anniversaryStr.length > 0;\r\n\r\n let clientAge = this.calculateAge(this.clientModelV2.generalInformation.dobStr);\r\n let spouseAge = this.calculateAge(this.clientModelV2.maritalStatus.dobStr);\r\n if (this.clientModelV2.maritalStatus.anniversaryStr) {\r\n let yearsMarried = this.calculateAge(this.clientModelV2.maritalStatus.anniversaryStr);\r\n isValid = isValid && (clientAge - yearsMarried >= 18 && spouseAge - yearsMarried >= 18);\r\n }\r\n\r\n\r\n isValid = isValid && this.clientModelV2.maritalStatus.dobStr.length > 0;\r\n isValid = isValid && (this.clientModelV2.maritalStatus.gender == 1 || this.clientModelV2.maritalStatus.gender == 2);\r\n\r\n isValid = isValid && this.clientModelV2.maritalStatus.retirementAge > 0;\r\n isValid = isValid && this.clientModelV2.maritalStatus.retirementState != '' && this.clientModelV2.maritalStatus.retirementState.length > 1;\r\n\r\n } else if (this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Divorced') {\r\n if (this.clientModelV2.maritalStatus.dob === undefined) {\r\n\r\n } else {\r\n isValid = isValid && this.clientModelV2.maritalStatus.dobStr && this.clientModelV2.maritalStatus.dobStr.length > 0;\r\n this.validateDefaultDate2 = isValid && this.validateDate(this.clientModelV2.maritalStatus.dobStr, true);\r\n }\r\n\r\n if (this.clientModelV2.maritalHistory.alive) {\r\n isValid = isValid && this.clientModelV2.maritalStatus.firstName != \"\";\r\n isValid = isValid && this.clientModelV2.maritalStatus.lastName != \"\";\r\n isValid = isValid && this.clientModelV2.maritalStatus.dobStr && this.clientModelV2.maritalStatus.dobStr.length > 0;\r\n isValid = isValid && (this.clientModelV2.maritalStatus.gender == 1 || this.clientModelV2.maritalStatus.gender == 2);\r\n\r\n if (this.clientModelV2.maritalHistory.tenyears) {\r\n isValid = isValid && this.clientModelV2.maritalStatus.retirementAge > 0;\r\n isValid = isValid && this.clientModelV2.maritalStatus.retirementState != '' && this.clientModelV2.maritalStatus.retirementState.length > 1;\r\n }\r\n }\r\n\r\n isValid = isValid && (this.clientModelV2.maritalHistory.alive == true || this.clientModelV2.maritalHistory.alive == false);\r\n\r\n\r\n if (this.clientModelV2.maritalHistory.alive)\r\n isValid = isValid && (this.clientModelV2.maritalHistory.tenyears == true || this.clientModelV2.maritalHistory.tenyears == false);\r\n\r\n if (!this.clientModelV2.maritalHistory.alive) {\r\n isValid = isValid && this.clientModelV2.maritalStatus.dobStr && this.clientModelV2.maritalStatus.dobStr.length > 0;\r\n\r\n }\r\n\r\n } else if (this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Widowed' || this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Widow') {\r\n isValid = isValid && this.clientModelV2.maritalStatus.firstName != \"\";\r\n isValid = isValid && this.clientModelV2.maritalStatus.lastName != \"\";\r\n }\r\n }\r\n }\r\n // console.log('button disable 14');\r\n // console.log(isValid);\r\n isValid = isValid && this.clientModelV2.generalInformation.retirementAge >= 30;\r\n // console.log('button disable 15');\r\n // console.log(isValid);\r\n // console.log(this.clientModelV2.generalInformation.retirementAge);\r\n isValid = isValid && this.clientModelV2.generalInformation.retirementState.length > 0;\r\n // console.log('button disable 15');\r\n // console.log(isValid);\r\n isValid = isValid && this.validateString(this.clientModelV2.generalInformation.firstName, true);\r\n // console.log('button disable 16');\r\n // console.log(isValid);\r\n isValid = isValid && this.validateString(this.clientModelV2.generalInformation.lastName, true);\r\n // console.log('button disable 17');\r\n // console.log(isValid);\r\n isValid = isValid && this.showAge < 80\r\n // console.log('button disable 18');\r\n // console.log(isValid);\r\n \r\n if (this.showAge >= 80) { \r\n this.ageOver = true;\r\n this.ageOverEighty = \"Client age cannot be greater than 80.\";\r\n } else {\r\n this.ageOver = false;\r\n }\r\n if (this.clientModelV2.maritalStatus && (this.clientModelV2.maritalStatus.maritalStatus != 'Single' && this.clientModelV2.maritalStatus.maritalStatus != 'Widowed')) {\r\n \r\n isValid = isValid && this.validateString(this.clientModelV2.maritalStatus.firstName, true);\r\n isValid = isValid && this.validateString(this.clientModelV2.maritalStatus.lastName, true);\r\n \r\n\r\n isValid = isValid && this.showAgeSpouse < 80\r\n if (this.showAgeSpouse >= 80) {\r\n this.spouseAgeOver = true;\r\n this.spouseAgeOverEighty = \"Spouse age cannot be greater than 80.\";\r\n } else {\r\n this.spouseAgeOver = false;\r\n }\r\n }\r\n } \r\n \r\n //PAGE 1\r\n else if (page === this.secondPage) {\r\n isValid = isValid && this.clientModelV2.financialInformation.currentIncome != \"\" && this.clientModelV2.financialInformation.currentIncome.length > 1;\r\n isValid = isValid && this.clientModelV2.financialInformation.irr != \"\" && this.clientModelV2.financialInformation.irr.length > 0;\r\n isValid = isValid && this.clientModelV2.financialInformation.pia != \"\" && this.clientModelV2.financialInformation.pia.length > 1;\r\n \r\n isValid = isValid && this.clientModelV2.generalInformation.dob;\r\n \r\n if (this.clientModelV2.financialInformation.PIAYears.IncludePIA) {\r\n isValid = isValid && Number(this.clientModelV2.financialInformation.PIAYears.StartYear) > 1900;\r\n isValid = isValid && Number(this.clientModelV2.financialInformation.PIAYears.EndYear) > 1900;\r\n isValid = isValid && this.clientModelV2.financialInformation.PIAYears.Years.length > 0;\r\n }\r\n\r\n if (this.clientModelV2.financialInformation.hasPension) {\r\n isValid = isValid && this.clientModelV2.financialInformation.pensionAmount.length > 1;\r\n isValid = isValid && this.clientModelV2.financialInformation.pensionStartMonth > 0;\r\n isValid = isValid && this.clientModelV2.financialInformation.pensionStartYear > 0;\r\n isValid = isValid && this.clientModelV2.financialInformation.pensionSubEarnings > 0;\r\n }\r\n\r\n\r\n if (page === this.firstPage) {\r\n\r\n isValid = isValid && this.clientModelV2.healthInformation && this.clientModelV2.healthInformation.lifeExpectancy && this.clientModelV2.healthInformation.lifeExpectancy > 0;\r\n \r\n if (isValid) {\r\n if (this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Single') {\r\n isValid = true;\r\n } else if (this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Married') {\r\n \r\n if (this.clientModelV2.maritalStatus.dob === undefined) {\r\n this.validateDefaultDate = true;\r\n \r\n } else {\r\n isValid = isValid && this.clientModelV2.maritalStatus.dobStr && this.clientModelV2.maritalStatus.dobStr.length > 0;\r\n this.validateDefaultDate2 = isValid && this.validateDate(this.clientModelV2.maritalStatus.dobStr, true);\r\n }\r\n \r\n isValid = isValid && this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.lifeExpectancy && this.clientModelV2.maritalStatus.lifeExpectancy > 0;\r\n isValid = isValid && this.clientModelV2.maritalStatus.currentIncome != \"\" && this.clientModelV2.maritalStatus.currentIncome.length > 1;\r\n isValid = isValid && this.clientModelV2.maritalStatus.pia.length > 1;\r\n \r\n if (this.clientModelV2.maritalStatus.PIAYears.includePIA === true) {\r\n isValid = isValid && Number(this.clientModelV2.maritalStatus.PIAYears.startYear) > 1900;\r\n isValid = isValid && Number(this.clientModelV2.maritalStatus.PIAYears.endYear) > 1900;\r\n isValid = isValid && this.clientModelV2.maritalStatus.PIAYears.years.length > 0;\r\n }\r\n \r\n if (this.clientModelV2.maritalStatus.includePension === true) {\r\n isValid = isValid && this.clientModelV2.maritalStatus.pensionAmount && this.clientModelV2.maritalStatus.pensionAmount.length > 1;\r\n isValid = isValid && this.clientModelV2.maritalStatus.pensionMonths > 0;\r\n isValid = isValid && this.clientModelV2.maritalStatus.pensionYears > 0;\r\n isValid = isValid && this.clientModelV2.maritalStatus.subEarnings > 0;\r\n }\r\n \r\n \r\n } else if (this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Divorced') {\r\n\r\n if (this.clientModelV2.maritalHistory.alive) {\r\n isValid = isValid && this.clientModelV2.maritalStatus.firstName != \"\";\r\n isValid = isValid && this.clientModelV2.maritalStatus.lastName != \"\";\r\n isValid = isValid && this.clientModelV2.maritalStatus.dobStr && this.clientModelV2.maritalStatus.dobStr.length > 0;\r\n isValid = isValid && (this.clientModelV2.maritalStatus.gender == 1 || this.clientModelV2.maritalStatus.gender == 2);\r\n \r\n if (this.clientModelV2.maritalHistory.tenyears) {\r\n isValid = isValid && this.clientModelV2.maritalStatus.pia != \"\";\r\n }\r\n }\r\n\r\n isValid = isValid && (this.clientModelV2.maritalHistory.alive == true || this.clientModelV2.maritalHistory.alive == false);\r\n \r\n if (this.clientModelV2.maritalHistory.alive)\r\n isValid = isValid && (this.clientModelV2.maritalHistory.tenyears == true || this.clientModelV2.maritalHistory.tenyears == false);\r\n \r\n if (!this.clientModelV2.maritalHistory.alive) {\r\n isValid = isValid && this.clientModelV2.maritalStatus.pia != \"\";\r\n }\r\n \r\n } else if (this.clientModelV2.maritalStatus && this.clientModelV2.maritalStatus.maritalStatus === 'Widow') {\r\n isValid = isValid && this.clientModelV2.maritalStatus.pia != \"\";\r\n }\r\n }\r\n \r\n }\r\n\r\n\r\n // new logic\r\n isValid = isValid && this.validateCurrency(this.getNumber(this.clientModelV2.financialInformation.currentIncome), 0, 5000001, true);\r\n isValid = isValid && this.validateCurrency(this.getNumber(this.clientModelV2.financialInformation.pia), 0, 4001, true);\r\n isValid = isValid && this.validatePercent(this.getNumber(this.clientModelV2.financialInformation.irr), 10, 201, true);\r\n if (this.clientModelV2.maritalStatus && (this.clientModelV2.maritalStatus.maritalStatus === 'Married')) {\r\n isValid = isValid && this.validateCurrency(this.getNumber(this.clientModelV2.maritalStatus.currentIncome), 0, 5000001, true);\r\n }\r\n if (this.clientModelV2.maritalStatus && (this.clientModelV2.maritalStatus.maritalStatus != 'Single')) {\r\n isValid = isValid && this.validateCurrency(this.getNumber(this.clientModelV2.maritalStatus.pia), 0, 4001, true);\r\n if (this.clientModelV2.maritalStatus && (this.clientModelV2.maritalStatus.maritalStatus != 'Widowed')) {\r\n // isValid = isValid && this.validateCurrency(this.getNumber(this.clientModelV2.maritalStatus.currentIncome), 0, 5000001, true);\r\n }\r\n }\r\n\r\n\r\n } \r\n \r\n //PAGE 2\r\n /* else if (page === this.thirdPage) {\r\n isValid = isValid && this.clientModelV2.riskTolerance.financialObjective && this.clientModelV2.riskTolerance.levelOfInvestment && this.clientModelV2.riskTolerance.lengthOfInvestment > 0;\r\n } */\r\n\r\n // PAGE 3\r\n else if (page === this.thirdPage) {\r\n isValid = isValid && this.clientModelV2.healthInformation && this.clientModelV2.healthInformation.lifeExpectancy && this.clientModelV2.healthInformation.lifeExpectancy > 0;\r\n } \r\n \r\n //PAGE 3 REFACTORED//\r\n else if (page === this.forthPage) {\r\n isValid = isValid && this.clientModelV2.healthInformation && this.clientModelV2.healthInformation.lifeExpectancy && this.clientModelV2.healthInformation.lifeExpectancy > 0;\r\n if (isValid) {\r\n if (!this.clientModelV2.maritalHistory.previouslyMarried && !this.clientModelV2.maritalHistory.spousePreviouslyMarried) {\r\n isValid = true;\r\n } else {\r\n if (this.clientModelV2.maritalHistory.previouslyMarried) {\r\n isValid = isValid && this.clientModelV2.maritalHistory.previousSpouseCount > 0;\r\n\r\n for (var spouse in this.clientModelV2.spouses) {\r\n if (Number(spouse) != 0) {\r\n isValid = isValid && this.clientModelV2.spouses[spouse].firstName.length > 0;\r\n isValid = isValid && this.clientModelV2.spouses[spouse].lastName.length > 0;\r\n isValid = isValid && this.clientModelV2.spouses[spouse].pia.length >= 0;\r\n\r\n if (this.clientModelV2.spouses[spouse].maritalStatus === 'Divorced') {\r\n isValid = isValid && (this.clientModelV2.spouses[spouse].gender == 1 || isValid && this.clientModelV2.spouses[spouse].gender == 2);\r\n isValid = isValid && this.clientModelV2.spouses[spouse].dobStr && this.clientModelV2.spouses[spouse].dobStr.length > 0;\r\n isValid = isValid && (typeof this.clientModelV2.spouses[spouse].alive != 'undefined');\r\n\r\n if (this.clientModelV2.spouses[spouse].alive) {\r\n isValid = isValid && (typeof this.clientModelV2.spouses[spouse].tenyears != 'undefined');\r\n }\r\n }\r\n }\r\n }\r\n }\r\n\r\n if (this.clientModelV2.maritalHistory.spousePreviouslyMarried) {\r\n isValid = isValid && this.clientModelV2.maritalHistory.spousesSpouseCount > 0;\r\n for (var spouse in this.clientModelV2.maritalHistory.spousesSpouse) {\r\n isValid = isValid && this.clientModelV2.maritalHistory.spousesSpouse[spouse].firstName.length > 0;\r\n isValid = isValid && this.clientModelV2.maritalHistory.spousesSpouse[spouse].lastName.length > 0;\r\n isValid = isValid && this.clientModelV2.maritalHistory.spousesSpouse[spouse].pia.length > 0;\r\n if (this.clientModelV2.maritalHistory.spousesSpouse[spouse].maritalStatus === 'Divorced') {\r\n isValid = isValid && this.clientModelV2.maritalHistory.spousesSpouse[spouse].gender == 1 || isValid && this.clientModelV2.maritalHistory.spousesSpouse[spouse].gender == 2;\r\n isValid = isValid && this.clientModelV2.maritalHistory.spousesSpouse[spouse].dobStr.length > 0;\r\n }\r\n }\r\n }\r\n }\r\n }\r\n }\r\n \r\n else if (page === this.fifthPage) {\r\n isValid = isValid && this.clientModelV2.healthInformation && this.clientModelV2.healthInformation.lifeExpectancy && this.clientModelV2.healthInformation.lifeExpectancy > 0;\r\n\r\n if (isValid) {\r\n if (this.clientModelV2.dependentChildren.hasKids) {\r\n for (var child in this.clientModelV2.dependentChildren.children) {\r\n isValid = isValid && this.clientModelV2.dependentChildren.children[child].DependentChildAge > 0;\r\n }\r\n } else {\r\n isValid = true;\r\n }\r\n }\r\n }\r\n else if (page === this.sixthPage && this.featRiskTolerance ) {\r\n let re = /\\%/gi;\r\n let annualProgramFee = this.advisorModal.generalInformation.annualProgramFee.replace(re, \"\");\r\n let isAnnularProgramFee = (annualProgramFee != 'null' && annualProgramFee) ? true : false;\r\n isValid = isValid && isAnnularProgramFee;\r\n if (annualProgramFee != 'null' && annualProgramFee) {\r\n isValid = isValid && this.validatePercentDecimal(this.advisorModal.generalInformation.annualProgramFee, 0.1, 9.99, true);\r\n }\r\n\r\n }\r\n\r\n\r\n if (page >= this.firstPage) {\r\n this.validFormInputs[page].isValid = isValid;\r\n }\r\n \r\n }\r\n\r\n ValidateInputScreen(page) {\r\n if (page === 0) {\r\n\r\n }\r\n }\r\n\r\n mapToSpouses(model) {\r\n }\r\n\r\n updateSpouses(model) {\r\n if (model.spouses.length - 1 > this.clientModelV2.maritalHistory.previousSpouseCount) {\r\n this.clientModelV2.spouses.splice(Number(this.clientModelV2.maritalHistory.previousSpouseCount) + 1, (model.spouses.length - (Number(this.clientModelV2.maritalHistory.previousSpouseCount) + 1)));\r\n }\r\n if (model.maritalStatus.maritalStatus == 'Single' || model.maritalStatus.maritalStatus == 'Married' || model.maritalStatus.maritalStatus == 'Divorced' || model.maritalStatus.maritalStatus == 'Widow') {\r\n\r\n }\r\n\r\n if (model.spouses.length - 1 < this.clientModelV2.maritalHistory.previousSpouseCount) {\r\n for (var i = 0; i <= this.clientModelV2.maritalHistory.previousSpouseCount; i++) {\r\n if (model.spouses[i] && model.spouses[i].maritalStatus) {\r\n\r\n } else {\r\n this.clientModelV2.spouses.push({\r\n maritalStatus: '',\r\n firstName: '',\r\n lastName: '',\r\n pia: 0,\r\n gender: 0,\r\n dobStr: '',\r\n });\r\n }\r\n }\r\n }\r\n }\r\n\r\n\r\n public allStates: any[] = Utils.allStates;\r\n public allStates2: any[] = Utils.allStates;\r\n\r\n public months: any[] = Utils.months;\r\n\r\n public categories: any = {};\r\n\r\n public error: string;\r\n\r\n public modalName: string;\r\n private ID: number; // ID of whatever entity we need to get data for\r\n\r\n public advisorOrganization: string = \"This input field will allow you to create a client on behalf of, and assign it to the selected organization. PDF reports generated will show information and brand logos for the selected organization.\";\r\n public assignAdvisor: string = \"This input field will allow you to create a client on behalf of, and assign it to the selected organization. PDF reports generated will show information and brand logos for the selected advisor.\";\r\n public currentAgeMessage: string = \"Your date of birth allows us to project inflation and other factors that will occur over time, leading up to your retirement.\";\r\n public retirementAgeMessage: string = \"This is the year at which your income switches to an amount affected by your Income Replacement Ratio. This is not your Social Security Full Retirement Age or claim age, but for income calculation purposes on the Medicare Means Testing tool, this is the age when income switches from the amount earned as a worker to an amount earned in retirement.\";\r\n public currentIncomeMessage: string = \"This amount will be inflated out to retirement age and then multiplied by the income replacement ratio to determine projected retirement income. This should include income off of which the client currently maintains their standard of living, like compensation, bonuses, investment income, or rental income, for example.\";\r\n public maritalStatusMessage: string = \"This affects your Social Security claiming options, and for those currently married, all reports with run for both you and your spouse.\";\r\n //public retirementStateMessage: string = \"Retirement health care costs vary based on state of residence. Your retirement state may be different than your state of residence\";\r\n public retirementStateMessage: string = \"Retirement health care costs vary based on state of residence. Your retirement state may be different than your state of residence. Medicare Part D premiums, supplemental insurance, and out-of-pocket costs may vary depending on state.\";\r\n public currentIRRMessage: string = \"This is the percentage of pre-retirement income that the entire household (spouse included, if applicable) will need in retirement. For example, those earning $100,000 entering retirement age with an 80% IRR would need $80,000 per year to maintain their standard of living.\";\r\n public nationalAvgMessage: string = \"This should be used if the client is not sure where they might retire, even if a retirement state is selected.\";\r\n public highBloodPressureMessage: string = 'Clients diagnosed with high blood pressure by a doctor should answer yes to this question. High blood pressure indicates high pressure (tension) in the arteries and is typically a blood pressure of 140/90 or higher. Normal blood pressure is below 120/80. Blood pressure between 120/80 and 139/89 is called \"pre-hypertension\".';\r\n public highCholesterolMessage: string = \"Clients diagnosed with high cholesterol by a doctor should answer yes to this question. High levels of cholesterol in the blood is not a disease but a condition that lead to other diseases, most notably cardiovascular disease. A doctor typically considers high cholesterol a measurement greater than 200 mg/dL, LDL cholesterol levels greater than 130 mg/dL and HDL cholesterol levels less than 60 mg/dL.\";\r\n public type2DiabetesMessage: string = \"Clients diagnosed with type 2 diabetes (managed or unmanaged) by a doctor should answer yes to this question. Type 2 diabetes is a chronic condition that affects the way someone’s body metabolizes sugar (glucose); a condition characterized by high blood glucose levels caused by either a lack of insulin or the body's inability to use insulin efficiently.\";\r\n public cardiovascularDiseaseMessage: string = \"Clients diagnosed as having cardiovascular disease by a doctor should answer yes to this question. Cardiovascular disease is a disease affecting the heart or blood vessels. Some conditions that fall under the umbrella of cardiovascular disease are aneurysm, angina, arrhythmia, cardiomyopathy, congenital cardiovascular defects, congenital heart disease, congestive heart failure, heart attack, diseases of pulmonary circulation, endocarditis, rheumatic fever, stroke, heart valve disease, diseases of the circulatory system.\";\r\n public tobaccoMessage: string = \"Clients having used tobacco in any form (cigarettes, cigars, pipes etc..) on a consistent basis within the last 5 years should answer yes to this question.\";\r\n public cancerMessage: string = \"Clients should answer yes to this question if they have ever been diagnosed with any type of cancer, including breast cancer, skin cancer, lung cancer, colon cancer, prostate cancer, lymphoma, or other type of cancer.\";\r\n\r\n public piaMessage: string = \"If you don’t know your client’s PIA and want to calculate it manually, check this box and follow the instructions that appear.\";\r\n public pensionMessage: string = \"Individuals who are receiving (or are going to receive) a pension during their retirement based on working years during which they did not pay into Social Security should check this box.\";\r\n public pensionBaseMessage: string = \"The government applies provisions to Social Security regulations which may decrease or eliminate a benefit or spousal benefit given to someone who is receiving a pension.\";\r\n public pensionStartMessage: string = \"Please identify when the client will start receiving a pension. Social Security does not make deductions unless the client is currently receiving a pension. A start year is needed so as not to impose deductions in our projections that do not actually apply at that time.\";\r\n public pensionStartMonthMessage: string = \"Please identify when the client will start receiving a pension. Social Security does not make deductions unless the client is currently receiving a pension. A start month is needed so as not to impose deductions in our projections that do not actually apply at that time.\";\r\n public pensionSubMessage: string = \"Social Security measures Substantial Earnings Years by the amount of money an individual earns in a calendar year on income that is taxed by Social Security. This metric is needed to calculate deductions made to the client’s Social Security benefit by the Windfall Elimination Provision. A chart with these measures for each year can be found at http://www.ssa.gov/pubs/EN-05-10045.pdf.\";\r\n\r\n public lifeExpectancyMessage: string = \"Appropriately assessing your client’s health and longevity is a top consideration for each tool on this platform. Primary drivers of life expectancy include gender, current age, and health conditions/lifestyle. The amount defaulted in the input field is based on those variables, but you may override this result if you desire.\";\r\n public primaryInsuranceAmountMessage: string = \"Primary Insurance Amount is the monthly benefit the client will receive from Social Security at Full Retirement Age based on their earnings record. This amount is needed to project benefits throughout the client’s lifetime. This amount can be found at https://secure.ssa.gov/RIL/SiView.do\"\r\n public nationalAverageMessage: string = `Selecting \"Yes\" will show all projections based on national average instead of featuring the data specific to the chosen retirement state above. This selection may be made is the client is unsure of where they will spend their retirement years or if you are running a case study and looking for generic data.`;\r\n public previouslyMarriedMessage: string = \"Aside from a current marriage, how many times have you been legally married?\";\r\n\r\n public annualProgramFeeMessage: string = \"Enter the percentage between 0.10 to 9.99\"\r\n\r\n private advisor: Advisor;\r\n public client: any = {};\r\n public clientData = false;\r\n private organization: Organization;\r\n\r\n private modalData: any;\r\n\r\n public dobYear;\r\n\r\n private createClientModel: any = {\r\n client: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n },\r\n clientProfile: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n // LifeExpectancy: 88,\r\n clientSpouses: [],\r\n clientChildren: [],\r\n PIAYears: {\r\n IncludePIA: false,\r\n }\r\n },\r\n };\r\n\r\n private editClientModel: any = {\r\n loaded: false,\r\n client: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n },\r\n clientProfile: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n clientSpouses: [],\r\n clientChildren: [],\r\n PIAYears: {\r\n IncludePIA: false,\r\n }\r\n },\r\n };\r\n\r\n public modalSubscription;\r\n\r\n public clientDOB: IMyDate = {\r\n year: 1970,\r\n month: 1,\r\n day: 1,\r\n };\r\n\r\n public annDate: IMyDate = {\r\n year: 1970,\r\n month: 1,\r\n day: 1,\r\n };\r\n\r\n public testDate: IMyDate = {\r\n year: 0,\r\n month: 0,\r\n day: 0,\r\n }\r\n\r\n public clientModelV2: any = {\r\n generalInformation: {\r\n firstName: '',\r\n lastName: '',\r\n gender: '',\r\n dob: '',\r\n address: '',\r\n city: '',\r\n state: '',\r\n zip: '',\r\n phone: '',\r\n email: '',\r\n retirementAge: '',\r\n retirementState: '',\r\n },\r\n financialInformation: {\r\n currentIncome: '',\r\n irr: '',\r\n pia: '',\r\n PIAYears: {},\r\n pensionAmount: 0,\r\n pensionStartMonth: '',\r\n pensionStartYear: '',\r\n pensionSubEarnings: '',\r\n hasPension: '',\r\n },\r\n\r\n riskTolerance: {\r\n financialObjective:'',\r\n levelOfInvestment:'',\r\n lengthOfInvestment:'',\r\n toleranceOfRisk:'',\r\n isRedeemAccount:'',\r\n hasSignedAgreement: '',\r\n hasSignedUpForManagedAccount: ''\r\n },\r\n healthInformation: {\r\n HCC: false,\r\n HCCD: false,\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT: false,\r\n HCT2D: false,\r\n lifeExpectancy: '',\r\n },\r\n maritalStatus: {\r\n maritalStatus: 'Single',\r\n firstName: '',\r\n lastName: '',\r\n gender: '',\r\n lifeExpectancy: '',\r\n currentIncome: '',\r\n pia: '',\r\n PIAYears: {\r\n includePIA: '',\r\n startYear: '',\r\n endYear: '',\r\n years: [],\r\n },\r\n },\r\n spouses: [\r\n { maritalStatus: 'Single' }\r\n ],\r\n maritalHistory: {\r\n previousSpouseCount: 0,\r\n previouslyMarried: false,\r\n },\r\n dependentChildren: {\r\n children: [],\r\n hasKids: false,\r\n }\r\n }\r\n\r\n d: Date = new Date();\r\n defaultDOB = { date: { year: this.d.getFullYear() - 55, month: this.d.getMonth() + 1, day: this.d.getDate() } };\r\n defaultDOBStr = ((this.d.getMonth() + 1 <= 9) ? \"0\" + (this.d.getMonth() + 1) : (this.d.getMonth() + 1)) + \"/\" + ((this.d.getDate() <= 9) ? \"0\" + this.d.getDate() : this.d.getDate()) + \"/\" + (this.d.getFullYear() - 55);\r\n \r\n isHCIllustration: boolean = false;\r\n\r\n estimatedCosts: number;\r\n ssDeductions: number;\r\n remainingUnfunded: number;\r\n phase1Portfolio: string;\r\n phase2Portfolio: string;\r\n isRetired: boolean = false;\r\n rorPhaseOneRate: number;\r\n rorPhaseTwoRate: number;\r\n rorPhaseOneYear: string;\r\n equitiesLargeCap: number;\r\n equitiesMidCap: number;\r\n equitiesSmallCap: number;\r\n equitiesInternational: number;\r\n equitiesReturn: number;\r\n fixedGovBonds: number;\r\n fixedCorpBonds: number;\r\n fixedReturn: number;\r\n cashMoneyMarket: number;\r\n cashMoneyMarketReturn: number;\r\n displayCancelBtn: boolean = false;\r\n\r\n constructor(private modalService: ModalService, private globalService: GlobalService, private snackBarService: SnackBarService, private loadingService: LoadingService, private router: Router, private sanitizer: DomSanitizer, private fb: FormBuilder) {\r\n this.modalSubscription = modalService.modal$.subscribe(modal => {\r\n this.featRiskTolerance = JSON.parse(localStorage.getItem('featRiskTolerance'));\r\n console.log('this.featRiskTolerance', this.featRiskTolerance);\r\n this.isHCIllustration = (modal.data.Page == 'HC');\r\n if (modal.modalName.indexOf('Closed') == -1) {\r\n this.modalName = modal.modalName;\r\n this.modalData = modal.data;\r\n // console.log('this.modalData');\r\n // console.log(this.modalData);\r\n this.ID = modal.data.ID;\r\n\r\n this.currentAddEditClientScreen = 0;\r\n\r\n //hide for PacLife and OA\r\n this.displayCancelBtn = (Number(localStorage.getItem('orgID')) === 761 || Number(localStorage.getItem('orgID')) === 2 || Number(localStorage.getItem('parentID')) === 2) ? false : true;\r\n\r\n this.selectedAdvisor = null;\r\n this.selectedOrganization = null;\r\n this.organizations = [];\r\n this.selectedAdvisors = [];\r\n\r\n this.clientModelV2 = {\r\n generalInformation: {\r\n firstName: '',\r\n lastName: '',\r\n gender: '',\r\n dob: '',//this.defaultDOB, //avg user is 55yo\r\n address: '',\r\n city: '',\r\n state: '',\r\n zip: '',\r\n phone: '',\r\n email: '',\r\n useNationalAverage: false,\r\n retirementAge: '',\r\n retirementState: '',\r\n },\r\n financialInformation: {\r\n currentIncome: '',\r\n irr: '',\r\n pia: '',\r\n PIAYears: {},\r\n pensionAmount: 0,\r\n pensionStartMonth: '',\r\n pensionStartYear: '',\r\n pensionSubEarnings: '',\r\n hasPension: '',\r\n },\r\n\r\n riskTolerance: {\r\n financialObjective:'',\r\n levelOfInvestment:'',\r\n lengthOfInvestment:'',\r\n toleranceOfRisk:'1',\r\n isRedeemAccount:'1',\r\n },\r\n\r\n healthInformation: {\r\n HCC: false,\r\n HCCD: false,\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT: false,\r\n HCT2D: false,\r\n lifeExpectancy: '',\r\n },\r\n maritalStatus: {\r\n maritalStatus: 'Single',\r\n firstName: '',\r\n lastName: '',\r\n gender: '',\r\n lifeExpectancy: '',\r\n currentIncome: '',\r\n pia: '',\r\n PIAYears: {\r\n includePIA: '',\r\n startYear: '',\r\n endYear: '',\r\n years: [],\r\n },\r\n },\r\n spouses: [\r\n { maritalStatus: 'Single' }\r\n ],\r\n maritalHistory: {\r\n previousSpouseCount: 0,\r\n previouslyMarried: false,\r\n spousePreviouslyMarried: false,\r\n },\r\n dependentChildren: {\r\n children: [],\r\n hasKids: false,\r\n }\r\n }\r\n this.advisorModal = {\r\n generalInformation: {\r\n firstName: '',\r\n lastName: '',\r\n title:'',\r\n address: '',\r\n city: '',\r\n state: '',\r\n zip: '',\r\n phone: '',\r\n email: '',\r\n id: '',\r\n annualProgramFee: ''\r\n }\r\n }\r\n\r\n this.setPageDynamically();\r\n\r\n this.validFormInputs = [\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n { isValid: false },\r\n ];\r\n \r\n this.createClientModel = {\r\n client: {\r\n\r\n },\r\n clientProfile: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n clientSpouses: [],\r\n clientChildren: [],\r\n PIAYears: {\r\n IncludePIA: false,\r\n }\r\n },\r\n };\r\n\r\n this.editClientModel = {\r\n loaded: false,\r\n client: {\r\n\r\n },\r\n clientProfile: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n clientSpouses: [],\r\n clientChildren: [],\r\n PIAYears: {\r\n IncludePIA: false,\r\n }\r\n },\r\n };\r\n\r\n if (this.modalName == 'risk-tolerance') {\r\n let totalSocialSecurity = 0;\r\n if (this.isHCIllustration) {\r\n totalSocialSecurity = modal.data.TotalSocialSecurity;\r\n }\r\n this.futureTotalCost = modal.data.FurureTotalCost;\r\n this.portfolioRecommendationObject = modal.data.PortfolioRecommendationObject;\r\n this.riskToleranceWhileInstantiate(totalSocialSecurity, this.futureTotalCost, this.portfolioRecommendationObject);\r\n }\r\n\r\n \r\n if (this.modalName === 'close-now') {\r\n return this.close();\r\n }\r\n\r\n this.getData();\r\n this.open();\r\n }\r\n })\r\n }\r\n\r\n riskToleranceWhileInstantiate(totalSocialSecurity, furureTotalCost, portfolioRecommendationObject) {\r\n\r\n let date = new Date();\r\n let dateMonth = date.toLocaleString('en-us', { month: 'short' });\r\n let dateDay = (\"0\" + date.getDate()).slice(-2);\r\n let dateYear = date.getFullYear();\r\n this.dateTimeNow = date +' ' + dateMonth +','+ dateYear;\r\n this.clientFirstName = this.modalData.FirstName;\r\n this.clientLastName = this.modalData.LastName;\r\n this.spouseFirstName = portfolioRecommendationObject.spouseFirstName;\r\n this.spouseLastName = portfolioRecommendationObject.spouseLastName;\r\n this.advisoryFee = this.modalData.AdvisorFee;\r\n this.isChecked = false;\r\n this.isNotCandidate = false;\r\n this.isClientEmailChecked = false;\r\n this.riskToleranceQuestionnaire = this.fb.group({\r\n levelOfInvestment: ['', [Validators.required]],\r\n lengthOfInvestment: ['', [Validators.required]],\r\n toleranceOfRisk: ['', [Validators.required]],\r\n isRedeemAccount:['', [Validators.required]],\r\n });\r\n\r\n this.riskToleranceNames = this.fb.group({\r\n firstName: ['', [Validators.required]],\r\n lastName: ['', [Validators.required]],\r\n email: ['']\r\n });\r\n\r\n this.riskToleranceAggrement = this.fb.group({\r\n aggrement: ['', [Validators.required]], \r\n });\r\n this.riskToleranceMail = this.fb.group({\r\n email: ['', [Validators.required]],\r\n txtEmailAddress: [''],\r\n accountType: ['', [Validators.required]],\r\n jointOwnerFirstName: [portfolioRecommendationObject.spouseFirstName],\r\n jointOwnerLastName: [portfolioRecommendationObject.spouseLastName],\r\n jointOwnerEmail: [''],\r\n aggrement: ['']\r\n });\r\n\r\n this.estimatedCosts = furureTotalCost;\r\n this.ssDeductions = totalSocialSecurity;\r\n this.remainingUnfunded = this.estimatedCosts - this.ssDeductions;\r\n this.isRetired = this.isBothRetired(portfolioRecommendationObject);\r\n // SMALLA 01/24/22 : New Requirement\r\n this.phase1Portfolio = this.isRetired && (portfolioRecommendationObject.phase1Portfolio == 'Aggressive' || portfolioRecommendationObject.phase1Portfolio == 'Growth') ? 'Growth & Income': portfolioRecommendationObject.phase1Portfolio;\r\n this.phase2Portfolio = portfolioRecommendationObject.phase2Portfolio;\r\n this.rorPhaseOneRate = portfolioRecommendationObject.phase1Val;\r\n this.rorPhaseTwoRate = portfolioRecommendationObject.phase2Val;\r\n let isClientRetiringFirst = portfolioRecommendationObject.isMarried ? Number(portfolioRecommendationObject.clientRetirementAge - portfolioRecommendationObject.clientAge) >= Number(portfolioRecommendationObject.spouseRetirementAge - portfolioRecommendationObject.spouseAge) : true;\r\n let age;\r\n if (portfolioRecommendationObject.isMarried && !this.isHCIllustration) {\r\n age = isClientRetiringFirst ? (Math.max(portfolioRecommendationObject.clientAge, portfolioRecommendationObject.clientRetirementAge) + \"/\" + Math.max(portfolioRecommendationObject.spouseAge && portfolioRecommendationObject.spouseRetirementAge)): (Math.max(portfolioRecommendationObject.spouseAge && portfolioRecommendationObject.spouseRetirementAge) + \"/\" + Math.max(portfolioRecommendationObject.clientAge, portfolioRecommendationObject.clientRetirementAge));\r\n } else {\r\n age = Math.max(portfolioRecommendationObject.clientAge, portfolioRecommendationObject.clientRetirementAge);\r\n }\r\n if (this.isHCIllustration) {\r\n this.rorPhaseOneYear = this.isRetired ? \"Through Retirement\" : \"Through \" + portfolioRecommendationObject.year + \" (Age \"+ age + \")\"\r\n } else {\r\n this.rorPhaseOneYear = this.isRetired ? \"Distribution Through Retirement\" : \"Through \" + portfolioRecommendationObject.year + \" (Age \"+ age + \")\"\r\n }\r\n this.setRiskTolRates(this.phase1Portfolio);\r\n\r\n }\r\n\r\n isBothRetired(portfolioRecommendationObject) {\r\n let isRetired = false;\r\n if (Number(portfolioRecommendationObject.clientRealAge) >= Number(portfolioRecommendationObject.clientRealRetirementAge)) {\r\n isRetired = true;\r\n }\r\n if(portfolioRecommendationObject.spouseAge && portfolioRecommendationObject.spouseRetirementAge) {\r\n if (Number(portfolioRecommendationObject.spouseAge) >= Number(portfolioRecommendationObject.spouseRetirementAge)) {\r\n isRetired = isRetired && true;\r\n } else {\r\n isRetired = false;\r\n }\r\n }\r\n return isRetired;\r\n }\r\n\r\n setRiskTolRates(phase) {\r\n console.log('phase', phase);\r\n if (phase == \"Conservative Income\" || phase == \"Stable Value\")\r\n {\r\n this.equitiesLargeCap = 5;\r\n this.equitiesMidCap = 2;\r\n this.equitiesSmallCap = 0;\r\n this.equitiesInternational = 3;\r\n this.equitiesReturn = 10;\r\n this.fixedGovBonds = 60;\r\n this.fixedCorpBonds = 10;\r\n this.fixedReturn = 70;\r\n this.cashMoneyMarket = 20;\r\n this.cashMoneyMarketReturn = 20;\r\n }\r\n else if (phase == \"Income\")\r\n {\r\n this.equitiesLargeCap = 10;\r\n this.equitiesMidCap = 5;\r\n this.equitiesSmallCap = 0;\r\n this.equitiesInternational = 5;\r\n this.equitiesReturn = 20;\r\n this.fixedGovBonds = 50;\r\n this.fixedCorpBonds = 25;\r\n this.fixedReturn = 75;\r\n this.cashMoneyMarket = 5;\r\n this.cashMoneyMarketReturn = 5;\r\n }\r\n else if (phase == \"Growth & Income\")\r\n {\r\n this.equitiesLargeCap = 20;\r\n this.equitiesMidCap = 15;\r\n this.equitiesSmallCap = 10;\r\n this.equitiesInternational = 15;\r\n this.equitiesReturn = 60;\r\n this.fixedGovBonds = 20;\r\n this.fixedCorpBonds = 18;\r\n this.fixedReturn = 38;\r\n this.cashMoneyMarket = 2;\r\n this.cashMoneyMarketReturn = 2;\r\n }\r\n else if (phase == \"Growth\")\r\n {\r\n this.equitiesLargeCap = 22;\r\n this.equitiesMidCap = 20;\r\n this.equitiesSmallCap = 18;\r\n this.equitiesInternational = 20;\r\n this.equitiesReturn = 80;\r\n this.fixedGovBonds = 9;\r\n this.fixedCorpBonds = 10;\r\n this.fixedReturn = 19;\r\n this.cashMoneyMarket = 1;\r\n this.cashMoneyMarketReturn = 1;\r\n }\r\n else if (phase == \"Income & Growth\")\r\n {\r\n this.equitiesLargeCap = 15;\r\n this.equitiesMidCap = 10;\r\n this.equitiesSmallCap = 5;\r\n this.equitiesInternational = 10;\r\n this.equitiesReturn = 40;\r\n this.fixedGovBonds = 32;\r\n this.fixedCorpBonds = 25;\r\n this.fixedReturn = 57;\r\n this.cashMoneyMarket = 3;\r\n this.cashMoneyMarketReturn = 3;\r\n }\r\n else if (phase == \"Aggressive\")\r\n {\r\n this.equitiesLargeCap = 25;\r\n this.equitiesMidCap = 23;\r\n this.equitiesSmallCap = 20;\r\n this.equitiesInternational = 22;\r\n this.equitiesReturn = 90;\r\n this.fixedGovBonds = 4;\r\n this.fixedCorpBonds = 5;\r\n this.fixedReturn = 9;\r\n this.cashMoneyMarket = 1;\r\n this.cashMoneyMarketReturn = 1;\r\n }\r\n }\r\n\r\n getPortfolioRecommendation() {\r\n\r\n let isClientRetiringFirst = this.client.clientProfile.Spouses[0].maritalStatus == 'Married' ? Number(this.client.clientProfile.RetirementAge - this.client.clientProfile.currentAge) >= Number(this.client.clientProfile.Spouses[0].retirementAge - this.calculateAge(this.client.clientProfile.Spouses[0].dob)) : true;\r\n // RiskTolerance = {\r\n // AccountType: this.getNumber(this.riskToleranceQuestionnaire.value.accountType),\r\n // FinancialObjID: this.getNumber(this.riskToleranceQuestionnaire.value.financialObjective),\r\n // LvlOfInvestExpID: this.getNumber(this.riskToleranceQuestionnaire.value.levelOfInvestment),\r\n // LngthOfInvestID: this.getNumber(this.riskToleranceQuestionnaire.value.lengthOfInvestment),\r\n // ToleranceOfRiskID: this.getNumber(this.riskToleranceQuestionnaire.value.toleranceOfRisk),\r\n // NeedRedeemID: this.getNumber(this.riskToleranceQuestionnaire.value.isRedeemAccount),\r\n\r\n // Email: (this.riskToleranceMail.value.email == '1') ? this.riskToleranceMail.value.txtEmailAddress : (this.client.advisor ? this.client.advisor.Email : ''),\r\n\r\n // JointOwnerFirstName: (this.riskToleranceNames.value.firstName) ? this.riskToleranceNames.value.firstName : '',\r\n // JointOwnerLastName: (this.riskToleranceNames.value.lastName) ? this.riskToleranceNames.value.lastName : '',\r\n // JointOwnerEmail: (this.riskToleranceNames.value.email) ? this.riskToleranceNames.value.email : (this.riskToleranceMail.value.email == '1') ? this.riskToleranceMail.value.txtEmailAddress : (this.client.advisor ? this.client.advisor.Email : ''),\r\n // HasSignedAdvisoryAgreement: (this.clientModelV2.riskTolerance.hasSignedAgreement) ? this.clientModelV2.riskTolerance.hasSignedAgreement : this.isChecked \r\n\r\n // }\r\n var riskTolerance = {\r\n ClientID: localStorage.getItem('selectedClient'),\r\n ClientAge: this.portfolioRecommendationObject.clientAge,\r\n ClientRetirementAge: this.portfolioRecommendationObject.clientRetirementAge,\r\n estimateLifeTimeCostInFuture: JSON.stringify(this.futureTotalCost),\r\n unfundedHealthCareCost: JSON.stringify(this.remainingUnfunded),\r\n AccountType: this.getNumber(this.riskToleranceMail.value.accountType),\r\n FinancialObjectiveID: this.getNumber(this.riskToleranceQuestionnaire.value.financialObjective),\r\n LevelOfInvestmentID: this.getNumber(this.riskToleranceQuestionnaire.value.levelOfInvestment),\r\n LengthOfInvestmentID: this.getNumber(this.riskToleranceQuestionnaire.value.lengthOfInvestment),\r\n ToleranceOfRiskID: this.getNumber(this.riskToleranceQuestionnaire.value.toleranceOfRisk),\r\n NeedRedeemID: this.getNumber(this.riskToleranceQuestionnaire.value.isRedeemAccount),\r\n }\r\n console.log('riskTolerance',riskTolerance);\r\n this.globalService.getRiskTolerancePortfolio(riskTolerance).subscribe(\r\n resp => {\r\n let clientAge = JSON.stringify(this.calculateAge(this.client.client.DOB));\r\n this.portfolioRecommendationObject = {\r\n year: String(isClientRetiringFirst ? this.getRetirementYear(this.client.clientProfile.RetirementAge, this.client.client.DOB) : this.getRetirementYear(this.client.clientProfile.Spouses[0].retirementAge, this.client.clientProfile.Spouses[0].dob)),\r\n phase1Portfolio: resp.PhaseOneRecommend,\r\n phase2Portfolio: resp.PhaseTwoRecommend,\r\n phase1Val: resp.PhaseOneROR,\r\n phase2Val: resp.PhaseTwoROR,\r\n clientAge: clientAge,\r\n spouseAge: this.client.clientProfile.Spouses[0].maritalStatus == 'Married' ? `${this.calculateAge(this.client.clientProfile.Spouses[0].dob)}` : '0' ,\r\n clientRetirementAge: this.portfolioRecommendationObject.clientRetirementAge,\r\n spouseRetirementAge: this.client.clientProfile.Spouses[0].maritalStatus == 'Married' ? this.client.clientProfile.Spouses[0].retirementAge : '0' ,\r\n singleInvestment: (resp.SingleInvestment && resp.SingleInvestment != 0) ? Utils.formatToCurrency(resp.SingleInvestment) : this.portfolioRecommendationObject.singleInvestment,\r\n unfundedAmount: this.futureTotalCost ? String(Utils.formatToCurrency(this.futureTotalCost)): '$0',\r\n hcReport: this.portfolioRecommendationObject.hcReport,\r\n user: this.portfolioRecommendationObject.user,\r\n ltcReport: this.portfolioRecommendationObject.ltcReport\r\n }\r\n console.log('this.portfolioRecommendationObject.hcReport 01',this.portfolioRecommendationObject);\r\n // calculating single investment for HC Report\r\n if (this.portfolioRecommendationObject.hcReport) {\r\n this.portfolioRecommendationObject.hcReport.FrmPhase1Rate = this.portfolioRecommendationObject.phase1Val || 0;\r\n this.portfolioRecommendationObject.hcReport.FrmPhase1Periods = this.getPhaseDiff(1);\r\n this.portfolioRecommendationObject.hcReport.FrmPhase2Rate = this.isRetired ? this.portfolioRecommendationObject.phase1Val || 0: this.portfolioRecommendationObject.phase2Val || 0;\r\n this.portfolioRecommendationObject.hcReport.FrmPhase2Periods = this.getPhaseDiff(2);\r\n this.portfolioRecommendationObject.hcReport.FrmPhase3Rate = this.isRetired ? this.portfolioRecommendationObject.phase1Val || 0: this.portfolioRecommendationObject.phase2Val || 0;\r\n //FrmPhase1Rate: includeSingleInvestment ? (this.portfolioRecommendationObject.phase1Val ? Number(this.portfolioRecommendationObject.phase1Val):0): (this.p1Percent ? (Number(this.p1Percent.nativeElement.value)) : 6),\r\n //FrmPhase1Periods: this.riskToleranceEnabled ? this.getPhaseDiff(1) : (this.p1EndAge ? Number(this.p1EndAge.nativeElement.value) - this.calculateAge(this.client.client.DOB) : Math.max(65 - Number(this.calculateAge(this.client.client.DOB)))),\r\n \r\n //FrmPhase2Rate: includeSingleInvestment ? (this.portfolioRecommendationObject.phase2Val ? Number(this.portfolioRecommendationObject.phase2Val):0): (this.p2Percent ? (Number(this.p2Percent.nativeElement.value)) : 6),\r\n \r\n //FrmPhase2Periods: this.riskToleranceEnabled ? this.getPhaseDiff(2) : (this.p2EndAge ? (Number(this.p2EndAge.nativeElement.value) - (Number(this.p1EndAge.nativeElement.value))) : 10),\r\n //FrmPhase3Rate: includeSingleInvestment ? (this.portfolioRecommendationObject.phase2Val ? Number(this.portfolioRecommendationObject.phase2Val):0):(this.p3Percent ? (Number(this.p3Percent.nativeElement.value)) : 6),\r\n console.log('this.portfolioRecommendationObject.hcReport',this.portfolioRecommendationObject.hcReport);\r\n this.globalService.getHCDataV2(this.portfolioRecommendationObject.hcReport, this.portfolioRecommendationObject.user)\r\n .subscribe(\r\n data => {\r\n let hcData = data;\r\n hcData.Illustrations = JSON.parse(hcData.Illustrations);\r\n console.log('data', data);\r\n this.portfolioRecommendationObject.singleInvestment = hcData.Illustrations[0] && hcData.Illustrations[0].BeginningBalance ? Utils.formatToCurrency(hcData.Illustrations[0].BeginningBalance.toFixed(0)) : '$0'\r\n this.portfolioRecommendationObject.unfundedAmount = hcData.TotalProjectedCost;\r\n },\r\n error => {\r\n this.error = error;\r\n });\r\n }\r\n\r\n // calculating single investment for LTC Report\r\n if (this.portfolioRecommendationObject.ltcReport) {\r\n this.portfolioRecommendationObject.ltcReport.FrmPhase1Rate = this.portfolioRecommendationObject.phase1Val || 0;\r\n this.portfolioRecommendationObject.ltcReport.FrmPhase1Periods = this.getPhaseDiff(1);\r\n this.portfolioRecommendationObject.ltcReport.FrmPhase2Rate = this.isRetired ? this.portfolioRecommendationObject.phase1Val || 0: this.portfolioRecommendationObject.phase2Val || 0;\r\n this.portfolioRecommendationObject.ltcReport.FrmPhase2Periods = this.getPhaseDiff(2);\r\n this.portfolioRecommendationObject.ltcReport.FrmPhase3Rate = this.isRetired ? this.portfolioRecommendationObject.phase1Val || 0: this.portfolioRecommendationObject.phase2Val || 0;\r\n \r\n console.log('this.portfolioRecommendationObject.ltcReport',this.portfolioRecommendationObject.ltcReport);\r\n this.globalService.getLTCData(this.portfolioRecommendationObject.ltcReport, this.portfolioRecommendationObject.user)\r\n .subscribe(\r\n data => {\r\n let ltcData = data;\r\n console.log('ltcData', ltcData);\r\n ltcData.depositedToday = Utils.formatToCurrency(ltcData.depositedToday.toFixed(0));\r\n this.portfolioRecommendationObject.singleInvestment = ltcData.depositedToday;\r\n },\r\n error => {\r\n this.error = error;\r\n });\r\n }\r\n \r\n \r\n this.phase1Portfolio = this.isRetired && (this.portfolioRecommendationObject.phase1Portfolio == 'Aggressive' || this.portfolioRecommendationObject.phase1Portfolio == 'Growth') ? 'Growth & Income': this.portfolioRecommendationObject.phase1Portfolio;\r\n this.phase2Portfolio = this.portfolioRecommendationObject.phase2Portfolio;\r\n this.rorPhaseOneRate = this.portfolioRecommendationObject.phase1Val;\r\n this.rorPhaseTwoRate = this.portfolioRecommendationObject.phase2Val;\r\n this.setRiskTolRates(this.phase1Portfolio);\r\n },\r\n error => {\r\n this.error = error;\r\n });\r\n \r\n }\r\n\r\n getRetirementYear(retirementAge, dob) {\r\n var currentAge = this.calculateAge(dob);\r\n var diff = retirementAge - currentAge;\r\n var year = new Date().getFullYear();\r\n return year + diff;\r\n }\r\n\r\n setPageDynamically() {\r\n\r\n this.firstPage = 0;\r\n this.secondPage = 1;\r\n this.thirdPage = 2;\r\n this.forthPage = 3;\r\n this.fifthPage = 4;\r\n this.sixthPage = 5;\r\n this.seventhPage = 6;\r\n \r\n /* if (JSON.parse(localStorage.getItem('featRiskTolerance'))) {\r\n this.firstPage = 0; //GeneralInfo\r\n this.secondPage = 1; //FinancialInfo\r\n this.thirdPage = 2; // Risk Tolerance\r\n this.forthPage = 3; //HealthCondition\r\n this.fifthPage = 4; //Marital\r\n this.sixthPage = 5; //Dependent\r\n this.seventhPage = 6;\r\n\r\n } else {\r\n this.firstPage = 0;\r\n this.secondPage = 1;\r\n // this.thirdPage = 2;\r\n this.forthPage = 2;\r\n this.fifthPage = 3;\r\n this.sixthPage = 4;\r\n this.seventhPage = 5;\r\n } */\r\n }\r\n\r\n ngOnDestroy() {\r\n this.modalSubscription.unsubscribe();\r\n }\r\n\r\n onDateChanged(e, model, validationIndex) {\r\n\r\n if (validationIndex === 0) {\r\n this.clientModelV2.generalInformation.dobStr = e.formatted;\r\n this.recalcLEV2(this.clientModelV2, 0)\r\n } else if (validationIndex === 3) {\r\n this.clientModelV2.maritalStatus.dobStr = e.formatted;\r\n this.recalcLEV2(this.clientModelV2, 3)\r\n } else if (validationIndex === 4) {\r\n model.dobStr = e.formatted;\r\n this.formerSpouseLE(model, validationIndex);\r\n\r\n } else if (validationIndex === 5) {\r\n model.dobStr = e.formatted;\r\n this.formerSpouseLE(model, validationIndex);\r\n }\r\n }\r\n\r\nformerSpouseLE (model, validationIndex) {\r\n if (model.gender && model.dobStr) {\r\n var LEObject;\r\n LEObject = {\r\n gender: Number(model.gender),\r\n age: this.calculateAge(model.dobStr),\r\n healthConditions: {\r\n HCC: model.HCC ? 1 : 0,\r\n HCCD: model.HCCD ? 1 : 0,\r\n HCHBP: model.HCHBP ? 1 : 0,\r\n HCHC: model.HCHC ? 1 : 0,\r\n HCT: model.HCT ? 1 : 0,\r\n HCT2D: model.HCT2D ? 1 : 0,\r\n },\r\n }\r\n this.globalService.getLE(LEObject)\r\n .subscribe(\r\n le => {\r\n model.lifeExpectancy = le;\r\n if (validationIndex === 4) {\r\n this.clientPreviousSpouseMinAge = Math.min(le, LEObject.age); \r\n this.clientPreviousSpouseMaxAge = 100 - this.clientPreviousSpouseMinAge + 1;\r\n }\r\n if (validationIndex === 5) {\r\n this.spousePreviousSpouseMinAge = Math.min(le, LEObject.age); \r\n this.spousePreviousSpouseMaxAge = 100 - this.spousePreviousSpouseMinAge + 1;\r\n }\r\n \r\n },\r\n error => this.error = error);\r\n }\r\n\r\n this.validateFields(validationIndex);\r\n\r\n }\r\n\r\n onAnnDateChanged(e, model, validationIndex) {\r\n this.clientModelV2.maritalStatus.anniversaryStr = e.formatted;\r\n this.validateFields(validationIndex);\r\n }\r\n\r\n canContinue(i, isButton) {\r\n if (this.isSelectingAdvisor && this.selectedAdvisor && this.selectedOrganization) {\r\n return true;\r\n }\r\n if (this.clientModelV2.generalInformation.retirementAge > this.clientModelV2.healthInformation.lifeExpectancy) {\r\n // console.log('button disable 01');\r\n return false;\r\n }\r\n if (this.clientModelV2.maritalStatus.maritalStatus === 'Married') {\r\n if (this.clientModelV2.maritalStatus.retirementAge > this.clientModelV2.maritalStatus.lifeExpectancy) {\r\n return false;\r\n }\r\n }\r\n // console.log('button disable 02');\r\n // console.log(isButton);\r\n // console.log(this.validFormInputs[i].isValid);\r\n if (this.validFormInputs[i - 1]) {\r\n // console.log(this.validFormInputs[i - 1].isValid);\r\n }\r\n isButton = isButton ? this.validFormInputs[i].isValid : this.validFormInputs[i - 1] && this.validFormInputs[i - 1].isValid;\r\n // console.log(isButton);\r\n return isButton;//&& i < 5;\r\n }\r\n\r\n uploadAndSave() {\r\n if (this.modalData.Data.section === 'marketing-material') {\r\n this.uploadAndSaveMM();\r\n } else if (this.modalData.Data.section === 'info-center') {\r\n this.uploadAndSaveIC();\r\n }\r\n }\r\n\r\n uploadAndSaveMM() {\r\n let file;\r\n\r\n if (this.selectedDocEvent && this.selectedDocEvent.target && this.selectedDocument.category && this.selectedDocument.title) {\r\n file = this.selectedDocEvent.target.files[0];\r\n let formData: FormData = new FormData();\r\n var date = new Date().getTime() / 1000;\r\n\r\n formData.append('uploadFile', file, this.advisor.OrganizationID + '_' + date + '_doc' + file.name.substring(file.name.lastIndexOf('.'), file.name.length));\r\n formData.append('Email', this.advisor.Email);\r\n formData.append('UserID', this.advisor.ID.toString());\r\n formData.append('Category', 'marketing-material');\r\n\r\n this.selectedDocument.section = \"marketing-material\";\r\n\r\n let idx = 0;\r\n\r\n for (var key in this.modalData.Data.arr) {\r\n if (this.modalData.Data.arr[key].category === this.selectedDocument.category)\r\n idx = Number(key);\r\n }\r\n\r\n this.globalService.UploadOrgDoc(formData)\r\n .subscribe(\r\n resp => {\r\n this.selectedDocument.url = \"https://web234.hvsfinancial.com/portal-shared/\" + resp._body;\r\n\r\n var item = {\r\n Category: this.selectedDocument.category,\r\n Description: this.selectedDocument.description,\r\n Section: this.selectedDocument.section,\r\n Title: this.selectedDocument.title,\r\n Url: this.selectedDocument.url\r\n }\r\n this.modalData.Data.arr[idx].items.push(item);\r\n let arr = Utils.convertMarketingMaterialOrInfoCenterToOldFormat(this.modalData.Data.arr);\r\n\r\n this.globalService.ReplaceMarketingMaterial(arr).subscribe(\r\n resp => {\r\n if (resp) {\r\n this.selectedDocument = {\r\n category: '',\r\n description: '',\r\n section: '',\r\n title: '',\r\n url: '',\r\n }\r\n\r\n this.selectedDocEvent.target.value = '';\r\n\r\n this.close();\r\n this.snackBarService.add('Document has been added', 0);\r\n } else {\r\n this.snackBarService.add('An error occurred - please contact support', 1);\r\n }\r\n },\r\n error => this.error = error);\r\n },\r\n error => this.error = error);\r\n }\r\n }\r\n\r\n uploadAndSaveIC() {\r\n let file;\r\n\r\n if (this.selectedDocEvent && this.selectedDocEvent.target) {\r\n file = this.selectedDocEvent.target.files[0];\r\n let formData: FormData = new FormData();\r\n var date = new Date().getTime() / 1000;\r\n\r\n formData.append('uploadFile', file, this.advisor.OrganizationID + '_' + date + '_doc' + file.name.substring(file.name.lastIndexOf('.'), file.name.length));\r\n formData.append('Email', this.advisor.Email);\r\n formData.append('UserID', this.advisor.ID.toString());\r\n formData.append('Category', 'info-center');\r\n\r\n this.selectedDocument.section = \"info-center\";\r\n\r\n let idx = 0;\r\n\r\n for (var key in this.modalData.Data.arr) {\r\n if (this.modalData.Data.arr[key].category === this.selectedDocument.category)\r\n idx = Number(key);\r\n }\r\n\r\n this.globalService.UploadOrgDoc(formData)\r\n .subscribe(\r\n resp => {\r\n this.selectedDocument.url = \"https://web234.hvsfinancial.com/portal-shared/\" + resp._body;\r\n\r\n var item = {\r\n Category: this.selectedDocument.category,\r\n Description: this.selectedDocument.description,\r\n Section: this.selectedDocument.section,\r\n Title: this.selectedDocument.title,\r\n Url: this.selectedDocument.url\r\n }\r\n this.modalData.Data.arr[idx].items.push(item);\r\n let arr = Utils.convertMarketingMaterialOrInfoCenterToOldFormat(this.modalData.Data.arr);\r\n\r\n this.globalService.ReplaceInfoCenter(arr).subscribe(\r\n resp => {\r\n if (resp) {\r\n this.selectedDocument = {\r\n category: '',\r\n description: '',\r\n section: '',\r\n title: '',\r\n url: '',\r\n }\r\n\r\n this.selectedDocEvent.target.value = '';\r\n\r\n this.close();\r\n\r\n this.snackBarService.add('Document has been added', 0);\r\n } else {\r\n this.snackBarService.add('An error occurred - please contact support', 1);\r\n }\r\n },\r\n error => this.error = error);\r\n },\r\n error => this.error = error);\r\n }\r\n }\r\n\r\n public featRiskTolerance: boolean = false;\r\n\r\n canSave() {\r\n if (this.clientModelV2.generalInformation.retirementAge > this.clientModelV2.healthInformation.lifeExpectancy) {\r\n return false;\r\n }\r\n if (this.clientModelV2.maritalStatus.maritalStatus === 'Married') {\r\n if (this.clientModelV2.maritalStatus.retirementAge > this.clientModelV2.maritalStatus.lifeExpectancy) {\r\n return false;\r\n }\r\n }\r\n if (this.featRiskTolerance) {\r\n return this.validFormInputs[0].isValid &&\r\n this.validFormInputs[1].isValid &&\r\n this.validFormInputs[2].isValid &&\r\n this.validFormInputs[3].isValid &&\r\n this.validFormInputs[4].isValid &&\r\n this.validFormInputs[5].isValid\r\n\r\n } else {\r\n return this.validFormInputs[0].isValid &&\r\n this.validFormInputs[1].isValid &&\r\n this.validFormInputs[2].isValid &&\r\n this.validFormInputs[3].isValid &&\r\n this.validFormInputs[4].isValid\r\n }\r\n\r\n }\r\n\r\n canSaveAdvisor() {\r\n let isValid = true;\r\n isValid = isValid && this.advisorModal.generalInformation.firstName && this.advisorModal.generalInformation.lastName && this.advisorModal.generalInformation.phone && this.advisorModal.generalInformation.email && this.validatePhoneNumber(this.advisorModal.generalInformation.phone, false) && this.validateEmail(this.advisorModal.generalInformation.email, true);\r\n return isValid;\r\n\r\n }\r\n\r\n ngOnInit(): void {\r\n // localStorage.setItem('featRiskTolerance', 'true');\r\n // this.riskTolernaceSection = 'riskToleranceQuestionnaire';\r\n // this.aggrementSrc = 'https://healthwealthhub.hvsfinancial.com/ReportTemplates/Report_AdvisoryAgreementDefault.aspx';\r\n // this.featRiskTolerance = JSON.parse(localStorage.getItem('featRiskTolerance'));\r\n // console.log('this.featRiskTolerance', this.featRiskTolerance);\r\n this.validateAge();\r\n\r\n this.isRiskTolerance = JSON.parse(localStorage.getItem('featRiskTolerance'));\r\n\r\n this.createClientModel = {\r\n client: {\r\n\r\n },\r\n clientProfile: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n clientSpouses: [\r\n ],\r\n clientChildren: [],\r\n PIAYears: {\r\n IncludePIA: false,\r\n }\r\n },\r\n };\r\n\r\n this.editClientModel = {\r\n loaded: false,\r\n client: {\r\n\r\n },\r\n clientProfile: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n clientSpouses: [\r\n ],\r\n clientChildren: [],\r\n PIAYears: {\r\n IncludePIA: false,\r\n }\r\n },\r\n };\r\n\r\n }\r\n\r\n piaStartYearWarning(dob, model, client) {\r\n\r\n\r\n }\r\n\r\n validateAllFields() {\r\n this.validateFields(0);\r\n this.validateFields(1);\r\n this.validateFields(2);\r\n this.validateFields(3);\r\n this.validateFields(4);\r\n this.validateFields(5);\r\n }\r\n\r\n piaEndYearWarning(dob, model, client) {\r\n }\r\n\r\n setActiveErrorPage() {\r\n var page = 0;\r\n for (var i = 0; i < this.validFormInputs.length; i++) {\r\n if (!this.validFormInputs[i].isValid && page === 0) {\r\n page = i;\r\n }\r\n }\r\n\r\n this.currentAddEditClientScreen = page;\r\n }\r\n\r\n public organizations: any;\r\n public advisors: any;\r\n\r\n public selectedOrganization: any;\r\n public selectedAdvisors: any;\r\n public selectedAdvisor: any;\r\n\r\n handleOrgSelected(auto) {\r\n this.selectedAdvisors = [];\r\n var temp = [];\r\n\r\n temp = this.advisors.sort((a, b) => {\r\n if (a.c.FirstName.toLowerCase() < b.c.FirstName.toLowerCase()) return -1;\r\n if (a.c.FirstName.toLowerCase() > b.c.FirstName.toLowerCase()) return 1;\r\n return 0;\r\n });\r\n\r\n temp.forEach((advisor) => {\r\n if (advisor.o.ID == this.selectedOrganization) {\r\n if (advisor.c.FirstName.length > 0 && advisor.c.LastName.length > 0) {\r\n if (advisor.c.IsActive) {\r\n this.selectedAdvisors.push(advisor);\r\n }\r\n }\r\n }\r\n });\r\n\r\n if (auto) {\r\n this.selectedAdvisor = this.advisor.ID;\r\n } else {\r\n this.selectedAdvisor = 0;\r\n }\r\n }\r\n\r\n public isSelectingAdvisor: boolean = false;\r\n\r\n getData(): void {\r\n\r\n if (this.modalName === 'create-advisor') {\r\n this.globalService.getAdvisorData(this.ID)\r\n .subscribe(\r\n advisor => {\r\n this.advisor = advisor;\r\n this.mapToAdvisorObject(this.advisor);\r\n },\r\n error => this.error = error);\r\n } else if (this.modalName === 'add-edit-client' || this.modalName === 'risk-tolerance') {\r\n if (this.modalData.ID > 0) {\r\n this.isSelectingAdvisor = false;\r\n this.updateAddEditClientScreen(1);\r\n } else if ((Number(localStorage.getItem('roleId')) == 1 || Number(localStorage.getItem('roleId')) == 2) && !this.modalData.Advisor) {\r\n this.isSelectingAdvisor = true;\r\n }\r\n\r\n\r\n if (this.modalData.Advisor) {\r\n this.selectedAdvisor = {};\r\n this.selectedAdvisor.c = this.modalData.Advisor;\r\n this.selectedAdvisor.o = this.modalData.Advisor.OrganizationID;\r\n this.selectedOrganization = this.modalData.Advisor.OrganizationID;\r\n }\r\n this.globalService.getAdvisorData(Number(localStorage.getItem('userId')))\r\n .subscribe(\r\n advisor => {\r\n this.advisor = advisor;\r\n\r\n if (Number(localStorage.getItem('roleId')) == 1 || Number(localStorage.getItem('roleId')) == 2) {\r\n this.globalService.getOrganizationsData()\r\n .subscribe(\r\n organizations => {\r\n var temp = [];\r\n\r\n organizations.forEach((org) => {\r\n if (org.Name.length > 0) {\r\n org.Name = org.Name.toLowerCase().replace(/\\b\\w/g, l => l.toUpperCase());\r\n temp.push(org);\r\n }\r\n\r\n if (this.featRiskTolerance) {\r\n this.OrgRIAFee = org['RIAFee'];\r\n let totalFee = ((this.OrgRIAFee/100) + this.advisoryFee).toFixed(2);\r\n this.AssetManagementAgreement = org['AdvisoryAgreement'];\r\n this.AssetManagementAgreement = this.AssetManagementAgreement.replace('{{advisor-cost}}', totalFee);\r\n this.AssetManagementAgreementChangedDate = new Date(org['AdvisoryAgreementChangeDate']).toLocaleString();\r\n this.AssetManagementAdv2DocUrl = org['ADVPart2'];\r\n }\r\n });\r\n\r\n if (this.clientModelV2.riskTolerance.hasSignedAgreement && new Date(this.lastClickedSignedAgreement) <= new Date(this.AssetManagementAgreementChangedDate)) {\r\n this.clientModelV2.riskTolerance.hasSignedAgreement = false;\r\n this.lastClickedSignedAgreement = '';\r\n }\r\n temp = temp.sort((a, b) => {\r\n if (a.Name.toLowerCase() < b.Name.toLowerCase()) return -1;\r\n if (a.Name.toLowerCase() > b.Name.toLowerCase()) return 1;\r\n return 0;\r\n });\r\n\r\n this.organizations = temp;\r\n },\r\n error => this.error = error);\r\n\r\n this.globalService.getAdvisorsData(1)\r\n .subscribe(\r\n advisors => {\r\n this.advisors = advisors;\r\n\r\n if (this.isSelectingAdvisor) {\r\n this.selectedOrganization = advisor.OrganizationID;\r\n // // console.log('this.selectedOrganization 01')\r\n // // console.log(this.selectedOrganization);\r\n this.handleOrgSelected(true);\r\n }\r\n },\r\n error => this.error = error);\r\n }\r\n },\r\n error => this.error = error);\r\n this.clientData = false;\r\n this.globalService.getClientData(this.ID, 4)\r\n .subscribe(\r\n client => {\r\n this.client = client;\r\n console.log('client', client);\r\n this.clientData = true;\r\n this.mapToClientObject(client);\r\n\r\n this.validateAllFields();\r\n if (client.clientProfile)\r\n this.setActiveErrorPage();\r\n },\r\n error => this.error = error);\r\n\r\n } \r\n else if (this.modalName === 'edit-organization') {\r\n this.globalService.getOrganizationData(this.ID)\r\n .subscribe(\r\n organization => { this.organization = organization; },\r\n error => this.error = error);\r\n } else if (this.modalName === 'view-lead') {\r\n \r\n } else if (this.modalName === 'assign-lead') {\r\n \r\n } else if (this.modalName === 'edit-profile') {\r\n this.globalService.getAdvisorData(this.ID)\r\n .subscribe(\r\n advisor => {\r\n this.advisor = advisor;\r\n\r\n this.advisorTemp = {\r\n FirstName: this.advisor.FirstName,\r\n LastName: this.advisor.LastName,\r\n Phone: this.advisor.Phone,\r\n }\r\n },\r\n error => this.error = error);\r\n }\r\n \r\n else if (this.modalName === 'upload-doc') {\r\n this.categories = this.modalData.Data.categories;\r\n this.globalService.getAdvisorData(this.ID)\r\n .subscribe(\r\n advisor => {\r\n this.advisor = advisor;\r\n\r\n },\r\n error => this.error = error);\r\n }\r\n else if (this.modalName === 'mmt-projections') {\r\n\r\n } else if (this.modalName === 'contact-support') {\r\n this.globalService.getAdvisorData(Number(localStorage.getItem('userId')))\r\n .subscribe(\r\n advisor => {\r\n this.advisor = advisor;\r\n },\r\n error => this.error = error);\r\n } else if (this.modalName === 'hc-projections') {\r\n for (var item in this.modalData.Data) {\r\n \r\n for (var key in this.modalData.Data[item]) {\r\n if (key !== 'ExpectedRateReturn' && key !== 'Year') {\r\n this.modalData.Data[item][key] = this.modalData.Data[item][key];\r\n } else if (key == 'ExpectedRateReturn') {\r\n this.modalData.Data[item][key] = Number.parseFloat(this.modalData.Data[item][key]).toFixed(2) + '%';\r\n }\r\n }\r\n }\r\n\r\n\r\n } else if (this.modalName === 'ltc-projections') {\r\n\r\n }\r\n\r\n }\r\n\r\n public hcProjectionTotal: any = {};\r\n\r\n handleProducerClientCreation() {\r\n\r\n } \r\n \r\n mapToClientObject(client) {\r\n if (client.client && client.client.FirstName) {\r\n // General Information\r\n this.clientModelV2.generalInformation.firstName = client.client.FirstName;\r\n this.clientModelV2.generalInformation.lastName = client.client.LastName;\r\n this.clientModelV2.generalInformation.gender = client.client.GenderID;\r\n this.clientModelV2.generalInformation.dob = {\r\n date: {\r\n year: new Date(client.client.DOB).getFullYear(),\r\n month: new Date(client.client.DOB).getMonth() + 1,\r\n day: new Date(client.client.DOB).getDate()\r\n }\r\n };\r\n\r\n this.currentYear = new Date().getFullYear();\r\n this.dateofBirth = new Date(client.client.DOB).getFullYear();\r\n this.yob = this.dateofBirth + 14;\r\n this.endOfPIAStartYear = this.currentYear - this.yob + 1; \r\n this.endYear1 = this.dateofBirth + 30;\r\n this.endYear2 = this.dateofBirth + 80; \r\n this.endOfPIAEndYear = this.endYear2 - this.endYear1 + 1; \r\n \r\n this.pensionMinYear = this.dateofBirth + 50;\r\n this.pensionMaxYear = this.dateofBirth + 75;\r\n this.endOfPensionYear = this.pensionMaxYear + this.pensionMinYear + 1;\r\n \r\n\r\n this.clientModelV2.generalInformation.dobStr = client.client.DOB; \r\n\r\n if (this.clientModelV2.generalInformation.dobStr) {\r\n const convertAge = new Date(this.clientModelV2.generalInformation.dobStr);\r\n const timeDiff = Math.abs(Date.now() - convertAge.getTime());\r\n this.showAge = Math.floor((timeDiff / (1000 * 3600 * 24))/365); \r\n } \r\n\r\n this.clientModelV2.generalInformation.address = client.client.Address;\r\n this.clientModelV2.generalInformation.city = client.client.City;\r\n this.clientModelV2.generalInformation.state = client.client.State;\r\n this.clientModelV2.generalInformation.zip = client.client.Zip;\r\n this.clientModelV2.generalInformation.phone = client.client.Phone;\r\n this.clientModelV2.generalInformation.email = client.client.Email;\r\n this.clientModelV2.generalInformation.useNationalAverage = client.clientProfile.UseNationalAverage || 0; // BP -> Add national average flag\r\n this.clientModelV2.generalInformation.retirementAge = client.clientProfile.RetirementAge;\r\n this.clientModelV2.generalInformation.retirementState = client.clientProfile.RetirementState;\r\n // Financial Information\r\n this.clientModelV2.financialInformation.currentIncome = this.formatCurrencyV2(client.clientProfile.CurrentIncome);\r\n this.clientModelV2.financialInformation.irr = client.clientProfile.IRR + '%';\r\n this.clientModelV2.financialInformation.pia = this.formatCurrencyV2(client.clientProfile.PIA || 0);\r\n this.clientModelV2.financialInformation.PIAYears = JSON.parse(client.clientProfile.PIAYears) || {};\r\n this.clientModelV2.financialInformation.pensionAmount = this.formatCurrencyV2(client.clientProfile.Pension);\r\n this.clientModelV2.financialInformation.pensionStartMonth = client.clientProfile.PensionMonths;\r\n this.clientModelV2.financialInformation.pensionStartYear = client.clientProfile.PensionYears;\r\n this.clientModelV2.financialInformation.pensionSubEarnings = client.clientProfile.SubstantialEarningYears;\r\n this.clientModelV2.financialInformation.hasPension = client.clientProfile.IncludePension == 1 ? true : false;\r\n\r\n // Risk Tolerance\r\n if (client.clientRiskTolerance) {\r\n this.clientModelV2.riskTolerance.financialObjective = client.clientRiskTolerance.FinancialObjID ? String(client.clientRiskTolerance.FinancialObjID):'';\r\n this.clientModelV2.riskTolerance.levelOfInvestment = client.clientRiskTolerance.LvlOfInvestExpID ? String(client.clientRiskTolerance.LvlOfInvestExpID):'';\r\n this.clientModelV2.riskTolerance.lengthOfInvestment = client.clientRiskTolerance.LngthOfInvestID ? String(client.clientRiskTolerance.LngthOfInvestID):'';\r\n this.clientModelV2.riskTolerance.toleranceOfRisk = client.clientRiskTolerance.ToleranceOfRiskID ? String(client.clientRiskTolerance.ToleranceOfRiskID): '1';\r\n this.clientModelV2.riskTolerance.isRedeemAccount = client.clientRiskTolerance.NeedRedeemID ? String(client.clientRiskTolerance.NeedRedeemID): '1';\r\n this.clientModelV2.riskTolerance.hasSignedAgreement = client.clientRiskTolerance.HasSignedAdvisoryAgreement;\r\n this.clientModelV2.riskTolerance.hasSignedUpForManagedAccount = client.clientRiskTolerance.HasSignedUpForManagedAccount ? true: false;\r\n // temporary fix date\r\n // let timeZone = Intl.DateTimeFormat().resolvedOptions().timeZone\r\n var d = new Date(client.clientRiskTolerance.SignedAdvisoryAgreementDate);\r\n // d.toLocaleString('en-US', { timeZone: 'America/New_York' });\r\n // d.setHours(d.getHours() + 1);\r\n this.lastClickedSignedAgreement = this.clientModelV2.riskTolerance.hasSignedAgreement ? d.toLocaleString() + ' Central Time Zone' : '';\r\n }\r\n\r\n // Health Conditions\r\n this.clientModelV2.healthInformation.HCC = client.clientProfile.HCC == 1 ? true : false;\r\n this.clientModelV2.healthInformation.HCCD = client.clientProfile.HCCD == 1 ? true : false;\r\n this.clientModelV2.healthInformation.HCHBP = client.clientProfile.HCHBP == 1 ? true : false;\r\n this.clientModelV2.healthInformation.HCHC = client.clientProfile.HCHC == 1 ? true : false;\r\n this.clientModelV2.healthInformation.HCT = client.clientProfile.HCT == 1 ? true : false;\r\n this.clientModelV2.healthInformation.HCT2D = client.clientProfile.HCT2D == 1 ? true : false;\r\n this.clientModelV2.healthInformation.lifeExpectancy = client.clientProfile.LifeExpectancy;\r\n \r\n this.min = Math.min(this.clientModelV2.healthInformation.lifeExpectancy, this.showAge); \r\n this.minAge = this.min\r\n this.maxAge = 100 - this.minAge + 1; \r\n\r\n this.clientModelV2.spouses = JSON.parse(client.clientProfile.Spouses);\r\n\r\n if (this.clientModelV2.spouses[0] && this.clientModelV2.spouses[0].maritalStatus != \"Single\") {\r\n // Marital Status\r\n this.clientModelV2.maritalStatus.maritalStatus = typeof this.clientModelV2.spouses[0].maritalStatus === 'undefined' || typeof this.clientModelV2.spouses[0] === 'undefined' ? 'Single' : this.clientModelV2.spouses[0].maritalStatus;\r\n this.clientModelV2.maritalStatus.firstName = this.clientModelV2.spouses[0].firstName;\r\n this.clientModelV2.maritalStatus.lastName = this.clientModelV2.spouses[0].lastName;\r\n this.clientModelV2.maritalStatus.gender = this.clientModelV2.spouses[0].gender;\r\n this.clientModelV2.maritalStatus.lifeExpectancy = this.clientModelV2.spouses[0].LifeExpectancy;\r\n this.clientModelV2.maritalStatus.currentIncome = Utils.formatToCurrency(this.clientModelV2.spouses[0].currentIncome);\r\n let maritalAnniversary = this.clientModelV2.spouses[0].anniversary ? {\r\n date: {\r\n year: new Date(this.clientModelV2.spouses[0].anniversary).getFullYear(),\r\n month: new Date(this.clientModelV2.spouses[0].anniversary).getMonth() + 1,\r\n day: new Date(this.clientModelV2.spouses[0].anniversary).getDate()\r\n }\r\n } : {};\r\n \r\n // console.log('maritalAnniversary', maritalAnniversary)\r\n this.clientModelV2.maritalStatus.anniversary = typeof this.clientModelV2.spouses[0].isUserProvidedAnniversary === 'undefined'? maritalAnniversary: (this.clientModelV2.spouses[0].isUserProvidedAnniversary? maritalAnniversary:'');\r\n\r\n this.spouseDateofBirth = new Date(this.clientModelV2.spouses[0].anniversary).getFullYear();\r\n this.spouseYob = this.spouseDateofBirth + 14;\r\n this.spouseEndOfPIAStartYear = this.currentYear - this.spouseYob + 1; \r\n this.spouseEndYear1 = this.spouseDateofBirth + 30;\r\n this.spouseEndYear2 = this.spouseDateofBirth + 80; \r\n this.spouseEndOfPIAEndYear = this.spouseEndYear2 - this.spouseEndYear1 + 1; \r\n\r\n this.clientModelV2.maritalStatus.anniversaryStr = this.clientModelV2.spouses[0].anniversary;\r\n\r\n\r\n\r\n this.clientModelV2.maritalStatus.dob = this.clientModelV2.spouses[0].dob ? {\r\n date: {\r\n year: new Date(this.clientModelV2.spouses[0].dob).getFullYear() || 0,\r\n month: new Date(this.clientModelV2.spouses[0].dob).getMonth() + 1 || 0,\r\n day: new Date(this.clientModelV2.spouses[0].dob).getDate() || 0\r\n }\r\n } : {};\r\n\r\n this.currentYear = new Date().getFullYear();\r\n this.spouseDateofBirth = new Date(this.clientModelV2.spouses[0].dob).getFullYear();\r\n this.spouseYob = this.spouseDateofBirth + 14;\r\n this.spouseEndOfPIAStartYear = this.currentYear - this.spouseYob + 1; \r\n this.spouseEndYear1 = this.spouseDateofBirth + 30;\r\n this.spouseEndYear2 = this.spouseDateofBirth + 80; \r\n this.spouseEndOfPIAEndYear = this.spouseEndYear2 - this.spouseEndYear1 + 1; \r\n\r\n this.spousePensionMinYear = this.spouseDateofBirth + 50;\r\n this.spousePensionMaxYear = this.spouseDateofBirth + 75;\r\n this.spouseEndOfPensionYear = this.spousePensionMaxYear + this.spousePensionMinYear + 1;\r\n \r\n this.clientModelV2.maritalStatus.dobStr = this.clientModelV2.spouses[0].dob;\r\n\r\n\r\n if (this.clientModelV2.maritalStatus.dobStr) {\r\n const convertAge = new Date(this.clientModelV2.maritalStatus.dobStr);\r\n const timeDiff = Math.abs(Date.now() - convertAge.getTime());\r\n this.spouseShowAge = Math.floor((timeDiff / (1000 * 3600 * 24))/365); \r\n } \r\n\r\n this.SpouseMin = Math.min(this.clientModelV2.maritalStatus.lifeExpectancy, this.spouseShowAge); \r\n this.spouseMinAge = this.SpouseMin\r\n this.spouseMaxAge = 100 - this.spouseMinAge + 1; \r\n\r\n this.clientModelV2.maritalStatus.pia = this.clientModelV2.spouses[0].pia ? this.formatCurrencyV2(this.clientModelV2.spouses[0].pia.replace(/,/g, '').replace('$', '')) : this.formatCurrencyV2(0);\r\n this.clientModelV2.maritalStatus.PIAYears = this.clientModelV2.spouses[0].PIAYears || {};\r\n this.clientModelV2.maritalStatus.PIAYears.includePIA = this.clientModelV2.maritalStatus.PIAYears.IncludePIA;\r\n this.clientModelV2.maritalStatus.PIAYears.startYear = this.clientModelV2.maritalStatus.PIAYears.StartYear;\r\n this.clientModelV2.maritalStatus.PIAYears.endYear = this.clientModelV2.maritalStatus.PIAYears.EndYear;\r\n this.clientModelV2.maritalStatus.PIAYears.years = this.clientModelV2.maritalStatus.PIAYears.Years;\r\n this.clientModelV2.maritalStatus.includePension = this.clientModelV2.spouses[0].includePension;\r\n this.clientModelV2.maritalStatus.pensionAmount = this.formatCurrencyV2(this.clientModelV2.spouses[0].pension || this.clientModelV2.spouses[0].pensionAmount || 0);\r\n this.clientModelV2.maritalStatus.pensionMonths = this.clientModelV2.spouses[0].pensionMonth;\r\n this.clientModelV2.maritalStatus.pensionYears = this.clientModelV2.spouses[0].pensionYear;\r\n this.clientModelV2.maritalStatus.subEarnings = this.clientModelV2.spouses[0].substantialEarningYears;\r\n this.clientModelV2.maritalStatus.retirementAge = this.clientModelV2.spouses[0].retirementAge;\r\n this.clientModelV2.maritalStatus.retirementState = this.clientModelV2.spouses[0].state;\r\n this.clientModelV2.maritalStatus.HCC = this.clientModelV2.spouses[0].HCC == 1 ? true : false;\r\n this.clientModelV2.maritalStatus.HCCD = this.clientModelV2.spouses[0].HCCD == 1 ? true : false;\r\n this.clientModelV2.maritalStatus.HCHBP = this.clientModelV2.spouses[0].HCHBP == 1 ? true : false;\r\n this.clientModelV2.maritalStatus.HCHC = this.clientModelV2.spouses[0].HCHC == 1 ? true : false;\r\n this.clientModelV2.maritalStatus.HCT = this.clientModelV2.spouses[0].HCT == 1 ? true : false;\r\n this.clientModelV2.maritalStatus.HCT2D = this.clientModelV2.spouses[0].HCT2D == 1 ? true : false;\r\n } else {\r\n this.clientModelV2.maritalStatus.maritalStatus = 'Single';\r\n }\r\n\r\n if (this.clientModelV2.maritalStatus.maritalStatus === 'Single') {\r\n // Marital History\r\n this.clientModelV2.maritalHistory.previousSpouseCount = this.clientModelV2.spouses.length > 1 ? this.clientModelV2.spouses.length - 1 : 0;\r\n this.clientModelV2.maritalHistory.previouslyMarried = this.clientModelV2.spouses.length <= 1 ? false : true; //this.clientModelV2.spouses[0] && typeof this.clientModelV2.spouses[0].previouslyMarried === 'boolean' ? this.clientModelV2.spouses[0].previouslyMarried : this.clientModelV2.spouses.length > 1;\r\n this.clientModelV2.maritalHistory.alive = this.clientModelV2.spouses[0] && typeof this.clientModelV2.spouses[0].alive === 'undefined' ? true : this.clientModelV2.spouses[0] ? this.clientModelV2.spouses[0].alive : false;\r\n this.clientModelV2.maritalHistory.tenyears = this.clientModelV2.spouses[0] && typeof this.clientModelV2.spouses[0].tenyears === 'undefined' ? false : this.clientModelV2.spouses[0] ? this.clientModelV2.spouses[0].tenyears : false;\r\n\r\n this.clientModelV2.maritalHistory.spousePreviouslyMarried = false;\r\n this.clientModelV2.maritalHistory.spousesSpouseCount = 0;\r\n this.clientModelV2.maritalHistory.spousesSpouse = [];\r\n } else {\r\n // Marital History\r\n this.clientModelV2.maritalHistory.previousSpouseCount = this.clientModelV2.spouses.length > 1 ? this.clientModelV2.spouses.length - 1 : 0;\r\n this.clientModelV2.maritalHistory.previouslyMarried = this.clientModelV2.spouses.length <= 1 ? false : true; // this.clientModelV2.spouses[0] && typeof this.clientModelV2.spouses[0].previouslyMarried === 'boolean' ? this.clientModelV2.spouses[0].previouslyMarried : this.clientModelV2.spouses.length > 1;\r\n this.clientModelV2.maritalHistory.alive = this.clientModelV2.spouses[0] && typeof this.clientModelV2.spouses[0].alive === 'undefined' ? true : this.clientModelV2.spouses[0] ? this.clientModelV2.spouses[0].alive : false;\r\n this.clientModelV2.maritalHistory.tenyears = this.clientModelV2.spouses[0] && typeof this.clientModelV2.spouses[0].tenyears === 'undefined' ? false : this.clientModelV2.spouses[0] ? this.clientModelV2.spouses[0].tenyears : false;\r\n this.clientModelV2.spouses[0].maritalHistory = this.clientModelV2.spouses[0].maritalHistory || {};\r\n this.clientModelV2.maritalHistory.spousePreviouslyMarried = this.clientModelV2.spouses[0].maritalHistory.spousePreviouslyMarried || false;\r\n this.clientModelV2.maritalHistory.spousesSpouseCount = this.clientModelV2.spouses[0].maritalHistory.spousesSpouseCount || 0;\r\n this.clientModelV2.maritalHistory.spousesSpouse = this.clientModelV2.spouses[0].spousesSpouse || [];\r\n }\r\n\r\n if (!client.clientProfile.LifeExpectancy || client.clientProfile.LifeExpectancy == null) {\r\n if (this.clientModelV2.generalInformation.dobStr && this.clientModelV2.generalInformation.gender && this.clientModelV2.generalInformation.dobStr) {\r\n //here\r\n var leModel = this.clientModelV2.healthInformation;\r\n leModel.gender = this.clientModelV2.generalInformation.gender;\r\n leModel.dob = this.clientModelV2.generalInformation.dobStr;\r\n this.recalcLEV2(this.clientModelV2, 0, true);\r\n }\r\n }\r\n\r\n // Dependent Children\r\n var children = JSON.parse(client.clientProfile.Children) || [];\r\n\r\n this.clientModelV2.dependentChildren.children = children.children || children;\r\n this.clientModelV2.dependentChildren.hasKids = children.hasKids || children.length > 0;\r\n this.clientModelV2.dependentChildren.childrenCount = children.childrenCount || children.length;\r\n this.advisorModal.generalInformation.annualProgramFee = (client.client.ProgramFeePercent && client.client.ProgramFeePercent != 'null') ? client.client.ProgramFeePercent + '%': '';\r\n\r\n }\r\n }\r\n\r\n mapToAdvisorObject(advisor) {\r\n if (advisor) {\r\n this.advisorModal.generalInformation.firstName = advisor.FirstName;\r\n this.advisorModal.generalInformation.lastName = advisor.LastName;\r\n if (advisor.Address) {\r\n this.advisorModal.generalInformation.address = advisor.Address;\r\n }\r\n if (advisor.City) {\r\n this.advisorModal.generalInformation.city = advisor.City;\r\n }\r\n if (advisor.State) {\r\n this.advisorModal.generalInformation.state = advisor.State;\r\n }\r\n if (advisor.Zip) {\r\n this.advisorModal.generalInformation.zip = advisor.Zip;\r\n }\r\n this.advisorModal.generalInformation.phone = advisor.Phone;\r\n this.advisorModal.generalInformation.email = advisor.Email;\r\n this.advisorModal.id = advisor.ID;\r\n }\r\n }\r\n\r\n onMaritalStatusChange(status) {\r\n if (this.clientData) {\r\n if (status == 'Divorced') {\r\n this.clientModelV2.maritalHistory.tenyears = this.clientModelV2.spouses[0] ? true : false;\r\n } else {\r\n this.clientModelV2.maritalHistory.tenyears = this.clientModelV2.spouses[0] && typeof this.clientModelV2.spouses[0].tenyears === 'undefined' ? false : this.clientModelV2.spouses[0] ? this.clientModelV2.spouses[0].tenyears : false;\r\n }\r\n }\r\n\r\n // if (status != 'Single' || status != 'Widow') {\r\n\r\n // } else {\r\n\r\n // }\r\n }\r\n\r\n saveClientV2(client, directToReports, isRiskTolerance, closeModal) {\r\n\r\n var isRTUsed = localStorage.getItem('featRiskTolerance');//JSON.parse(localStorage.getItem('featRiskTolerance')); \r\n\r\n if (!this.isSelectingAdvisor && this.modalData.ID == 0 && (Number(localStorage.getItem('roleId')) == 1 || Number(localStorage.getItem('roleId')) == 2)) {\r\n this.modalData.AdvisorID = this.selectedAdvisor.c.ID;\r\n this.modalData.AdvisorOrgID = this.selectedAdvisor.o.ID;\r\n }\r\n\r\n if (this.canSave() || isRiskTolerance) {\r\n let annualProgramFee = null;\r\n if (isRTUsed && this.advisorModal.generalInformation.annualProgramFee) {\r\n let re = /\\%/gi;\r\n annualProgramFee = this.advisorModal.generalInformation.annualProgramFee.replace(re, \"\");\r\n }\r\n\r\n var UserModel = {\r\n AdvisorID: this.modalData.AdvisorID || this.advisor.ID,\r\n OrganizationID: this.modalData.AdvisorOrgID || this.advisor.OrganizationID,\r\n ID: this.client.client ? this.client.client.ID : 0,\r\n Username: this.clientModelV2.generalInformation.email,\r\n Email: this.clientModelV2.generalInformation.email,\r\n FirstName: this.clientModelV2.generalInformation.firstName,\r\n LastName: this.clientModelV2.generalInformation.lastName,\r\n Address: this.clientModelV2.generalInformation.address,\r\n City: this.clientModelV2.generalInformation.city,\r\n State: this.clientModelV2.generalInformation.state,\r\n Zip: this.clientModelV2.generalInformation.zip,\r\n Phone: this.clientModelV2.generalInformation.phone,\r\n DOB: this.clientModelV2.generalInformation.dobStr,\r\n GenderID: Number(this.clientModelV2.generalInformation.gender),\r\n ProgramFeePercent: annualProgramFee ? Number(annualProgramFee): null\r\n }\r\n\r\n var tempSpouses = [];\r\n var tempSpouse = {};\r\n\r\n let youngestSpouseAge = 0;\r\n for (var i = 0; i < this.clientModelV2.spouses.length; i++) {\r\n if (this.clientModelV2.spouses[i].dobStr) {\r\n let spouseDOB = new Date(this.clientModelV2.spouses[i].dobStr);\r\n let timeDiff = Math.abs(Date.now() - spouseDOB.getTime());\r\n let age = Math.floor((timeDiff / (1000 * 3600 * 24))/365.25);\r\n youngestSpouseAge = youngestSpouseAge == 0 ? age : (age < youngestSpouseAge ? age: youngestSpouseAge);\r\n }\r\n tempSpouse = {};\r\n for (var j in this.clientModelV2.spouses[i]) {\r\n if (j === \"HCHBP\") {\r\n tempSpouse[j] = this.clientModelV2.spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCHC\") {\r\n tempSpouse[j] = this.clientModelV2.spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCT2D\") {\r\n tempSpouse[j] = this.clientModelV2.spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCCD\") {\r\n tempSpouse[j] = this.clientModelV2.spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCC\") {\r\n tempSpouse[j] = this.clientModelV2.spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCT\") {\r\n tempSpouse[j] = this.clientModelV2.spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"pia\") {\r\n tempSpouse[j] = this.clientModelV2.spouses[i][j].length ? this.clientModelV2.spouses[i][j].replace(/,/g, \"\").replace(\"$\", \"\") : 0;\r\n } else {\r\n tempSpouse[j] = this.clientModelV2.spouses[i][j];\r\n }\r\n }\r\n tempSpouses.push(tempSpouse);\r\n }\r\n var spouses = [];\r\n\r\n if (this.clientModelV2.maritalStatus.maritalStatus != 'Single') {\r\n let anniversaryForcedDate;\r\n if (!this.clientModelV2.maritalStatus.anniversaryStr) {\r\n let spouseDOB = new Date(this.clientModelV2.maritalStatus.dobStr);\r\n \r\n let timeDiff = Math.abs(Date.now() - spouseDOB.getTime());\r\n let age = Math.floor((timeDiff / (1000 * 3600 * 24))/365.25);\r\n if (age < youngestSpouseAge) {\r\n youngestSpouseAge = age;\r\n }\r\n let ageDifference;\r\n if (youngestSpouseAge >= 30) {\r\n ageDifference = youngestSpouseAge - 30;\r\n } else {\r\n ageDifference = youngestSpouseAge - 18;\r\n }\r\n anniversaryForcedDate = new Date();\r\n anniversaryForcedDate = (anniversaryForcedDate.getMonth() + 1).toString().padStart(2, \"0\") + '/' + (anniversaryForcedDate.getDate()).toString().padStart(2, \"0\") + '/' + (anniversaryForcedDate.getFullYear() - ageDifference);\r\n }\r\n spouses[0] = { PIAYears: {} };\r\n spouses[0].PIAYears.IncludePIA = this.clientModelV2.maritalStatus.PIAYears.includePIA;\r\n spouses[0].PIAYears.StartYear = this.clientModelV2.maritalStatus.PIAYears.startYear;\r\n spouses[0].PIAYears.EndYear = this.clientModelV2.maritalStatus.PIAYears.endYear;\r\n spouses[0].PIAYears.Years = this.clientModelV2.maritalStatus.PIAYears.years;\r\n spouses[0].previouslyMarried = this.clientModelV2.maritalHistory.previouslyMarried ? true : false;\r\n spouses[0].tenyears = this.clientModelV2.maritalHistory.tenyears;\r\n spouses[0].alive = this.clientModelV2.maritalHistory.alive;\r\n spouses[0].maritalStatus = this.clientModelV2.maritalStatus.maritalStatus;\r\n spouses[0].firstName = this.clientModelV2.maritalStatus.firstName;\r\n spouses[0].lastName = this.clientModelV2.maritalStatus.lastName;\r\n spouses[0].dob = this.clientModelV2.maritalStatus.dobStr;\r\n spouses[0].anniversary = this.clientModelV2.maritalStatus.anniversary ? this.clientModelV2.maritalStatus.anniversaryStr : anniversaryForcedDate;\r\n spouses[0].currentIncome = this.getNumber(this.clientModelV2.maritalStatus.currentIncome);\r\n spouses[0].pia = this.clientModelV2.maritalStatus.pia.replace(/,/g, \"\").replace(\"$\", \"\") || 0;\r\n spouses[0].gender = this.clientModelV2.maritalStatus.gender;\r\n spouses[0].LifeExpectancy = this.clientModelV2.maritalStatus.lifeExpectancy;\r\n spouses[0].retirementAge = this.clientModelV2.maritalStatus.retirementAge;\r\n spouses[0].state = this.clientModelV2.maritalStatus.retirementState;\r\n spouses[0].pension = this.clientModelV2.maritalStatus.pensionAmount || 0;\r\n spouses[0].includePension = this.clientModelV2.maritalStatus.includePension || false;\r\n spouses[0].pensionYear = this.clientModelV2.maritalStatus.pensionYears;\r\n spouses[0].pensionMonth = this.clientModelV2.maritalStatus.pensionMonths;\r\n spouses[0].substantialEarningYears = this.clientModelV2.maritalStatus.subEarnings;\r\n spouses[0].HCT2D = this.clientModelV2.maritalStatus.HCT2D == true ? 1 : 0;\r\n spouses[0].HCHBP = this.clientModelV2.maritalStatus.HCHBP == true ? 1 : 0;\r\n spouses[0].HCC = this.clientModelV2.maritalStatus.HCC == true ? 1 : 0;\r\n spouses[0].HCHC = this.clientModelV2.maritalStatus.HCHC == true ? 1 : 0;\r\n spouses[0].HCCD = this.clientModelV2.maritalStatus.HCCD == true ? 1 : 0;\r\n spouses[0].HCT = this.clientModelV2.maritalStatus.HCT == true ? 1 : 0;\r\n spouses[0].spousesSpouse = this.clientModelV2.maritalHistory.spousesSpouse || [];\r\n spouses[0].maritalHistory = this.clientModelV2.maritalHistory || {};\r\n spouses[0].isUserProvidedAnniversary = this.clientModelV2.maritalStatus.anniversary ? true: false;\r\n } else {\r\n spouses[0] = { PIAYears: {} };\r\n spouses[0].maritalStatus = this.clientModelV2.maritalStatus.maritalStatus;\r\n spouses[0].pia = '';\r\n spouses[0].pension = '';\r\n spouses[0].previouslyMarried = this.clientModelV2.maritalHistory.previouslyMarried ? true : false;\r\n }\r\n\r\n if (tempSpouses.length > 1) {\r\n for (var spouse in tempSpouses) {\r\n if (Number(spouse) > 0) {\r\n spouses[spouse] = tempSpouses[spouse];\r\n }\r\n }\r\n }\r\n\r\n // BP - Added national average bool\r\n\r\n var ClientProfile = {\r\n CurrentIncome: this.getNumber(this.clientModelV2.financialInformation.currentIncome),\r\n IRR: this.getNumber(this.clientModelV2.financialInformation.irr),\r\n PIA: this.getNumber(this.clientModelV2.financialInformation.pia),\r\n RetirementAge: Number(this.clientModelV2.generalInformation.retirementAge),\r\n UseNationalAverage: Number(this.clientModelV2.generalInformation.useNationalAverage || 0) || 0,\r\n Pension: this.getNumber(this.clientModelV2.financialInformation.pensionAmount),\r\n PensionMonths: this.getNumber(Number(this.clientModelV2.financialInformation.pensionStartMonth)),\r\n PensionYears: this.getNumber(Number(this.clientModelV2.financialInformation.pensionStartYear)),\r\n SubstantialEarningYears: this.getNumber(Number(this.clientModelV2.financialInformation.pensionSubEarnings)),\r\n RetirementState: this.clientModelV2.generalInformation.retirementState,\r\n HCHBP: this.clientModelV2.healthInformation.HCHBP ? 1 : 0,\r\n HCHC: this.clientModelV2.healthInformation.HCHC ? 1 : 0,\r\n HCT2D: this.clientModelV2.healthInformation.HCT2D ? 1 : 0,\r\n HCCD: this.clientModelV2.healthInformation.HCCD ? 1 : 0,\r\n HCC: this.clientModelV2.healthInformation.HCC ? 1 : 0,\r\n HCT: this.clientModelV2.healthInformation.HCT ? 1 : 0,\r\n Spouses: JSON.stringify(spouses), //this.client.clientProfile.Spouses, // order them so first is always the one being claimed off of\r\n Children: this.clientModelV2.dependentChildren.hasKids ? JSON.stringify(this.clientModelV2.dependentChildren.children) : JSON.stringify([]), //this.client.clientProfile.Children,\r\n IncludePension: this.clientModelV2.financialInformation.hasPension ? 1 : 0,\r\n LifeExpectancy: Number(this.clientModelV2.healthInformation.lifeExpectancy),\r\n PIAYears: JSON.stringify(this.clientModelV2.financialInformation.PIAYears),\r\n } \r\n var RiskTolerance = null;\r\n if(isRTUsed != 'undefined' && this.riskToleranceQuestionnaire){\r\n if (JSON.parse(localStorage.getItem('featRiskTolerance'))) {\r\n console.log('this.riskToleranceQuestionnaire', this.riskToleranceQuestionnaire);\r\n RiskTolerance = {\r\n AccountType: this.getNumber(this.riskToleranceMail.value.accountType),\r\n FinancialObjID: this.getNumber(this.riskToleranceQuestionnaire.value.financialObjective),\r\n LvlOfInvestExpID: this.getNumber(this.riskToleranceQuestionnaire.value.levelOfInvestment),\r\n LngthOfInvestID: this.getNumber(this.riskToleranceQuestionnaire.value.lengthOfInvestment),\r\n ToleranceOfRiskID: this.getNumber(this.riskToleranceQuestionnaire.value.toleranceOfRisk),\r\n NeedRedeemID: this.getNumber(this.riskToleranceQuestionnaire.value.isRedeemAccount),\r\n\r\n Email: (this.riskToleranceMail.value.email == '1') ? this.riskToleranceMail.value.txtEmailAddress : (this.client.advisor ? this.client.advisor.Email : ''),\r\n\r\n JointOwnerFirstName: this.riskToleranceMail.value.jointOwnerFirstName,\r\n JointOwnerLastName: this.riskToleranceMail.value.jointOwnerLastName,\r\n JointOwnerEmail: this.riskToleranceMail.value.jointOwnerEmail,\r\n\r\n // JointOwnerFirstName: (this.riskToleranceNames.value.firstName) ? this.riskToleranceNames.value.firstName : '',\r\n // JointOwnerLastName: (this.riskToleranceNames.value.lastName) ? this.riskToleranceNames.value.lastName : '',\r\n // JointOwnerEmail: (this.riskToleranceNames.value.email) ? this.riskToleranceNames.value.email : (this.riskToleranceMail.value.email == '1') ? this.riskToleranceMail.value.txtEmailAddress : (this.client.advisor ? this.client.advisor.Email : ''),\r\n\r\n // OtherOwnerJointOwnerFirstName: (this.riskToleranceMail.value.accountType == '2') ? this.riskToleranceMail.value.jointOwnerFirstName : '',\r\n // OtherOwnerJointOwnerLastName: (this.riskToleranceMail.value.accountType == '2') ? this.riskToleranceMail.value.jointOwnerLastName : '',\r\n // OtherOwnerJointOwnerEmail: (this.riskToleranceMail.value.accountType == '2') ? this.riskToleranceMail.value.jointOwnerEmail : '',\r\n\r\n //HACK: we should be using the commented out code on the line below; now 'checked' in a huge modal switch\r\n HasSignedAdvisoryAgreement: (this.clientModelV2.riskTolerance.hasSignedAgreement) ? this.clientModelV2.riskTolerance.hasSignedAgreement : this.isChecked \r\n //(!this.riskToleranceAggrement.invalid) ? true : false\r\n }\r\n }\r\n }\r\n console.log('UserModel', UserModel)\r\n console.log('riskTolerance', RiskTolerance)\r\n if (true) { // validate fields again?\r\n this.globalService.createClient(UserModel, ClientProfile, RiskTolerance)\r\n .subscribe(\r\n resp => {\r\n\r\n if (resp.type != 0) {\r\n\r\n if (!this.client.clientProfile) {\r\n this.globalService.getClientsData()\r\n .subscribe(\r\n clients => {\r\n var client;\r\n localStorage.setItem('selectedClient', resp.message);\r\n //UserModel.ID = resp.message;\r\n this.snackBarService.add('To create a report for ' + UserModel.FirstName + ' ' + UserModel.LastName + ', please click ', 0, 1, 10000);\r\n\r\n },\r\n error => {\r\n this.snackBarService.add('There was an issue creating new client, please try again later.', 1);\r\n this.error = error;\r\n\r\n });\r\n } else {\r\n if(closeModal){\r\n if(isRiskTolerance){\r\n this.snackBarService.add('An email has been sent! ', 0);\r\n } else {\r\n this.snackBarService.add('Client has been updated', 0);\r\n }\r\n }\r\n }\r\n\r\n if (directToReports == true) {\r\n localStorage.setItem('selectedClient', resp.message);\r\n this.router.navigate(['reports/create']);\r\n\r\n if (this.selectedAdvisor) {\r\n }\r\n }\r\n\r\n if(closeModal){\r\n this.close();\r\n }\r\n\r\n } else {\r\n this.snackBarService.add('An error occured creating this client.', 1);\r\n this.close();\r\n }\r\n\r\n },\r\n error => {\r\n this.snackBarService.add('There was an issue creating new client, please try again later.', 1);\r\n this.error = error;\r\n\r\n });\r\n\r\n } else {\r\n }\r\n }else{\r\n // console.log('cant save...');\r\n }\r\n }\r\n\r\n mapToOldObject(client) {\r\n return {\r\n client: {\r\n Address: '',\r\n Address2: '',\r\n AdvisorID: '',\r\n City: '',\r\n CreatedDate: '',\r\n DOB: '',\r\n Email: '',\r\n FirstName: '',\r\n GenderID: '',\r\n ID: '',\r\n IsActive: '',\r\n LastName: '',\r\n ModifiedBy: '',\r\n ModifiedDate: '',\r\n OrganizationID: '',\r\n Phone: '',\r\n RoleID: '',\r\n State: '',\r\n Username: '',\r\n Zip: '',\r\n },\r\n clientProfile: {\r\n Children: {},\r\n ClientID: '',\r\n CurrentIncome: '',\r\n HCC: '',\r\n HCCD: '',\r\n HCHBP: '',\r\n HCHC: '',\r\n HCT: '',\r\n HCT2D: '',\r\n IRR: '',\r\n IncludePension: '',\r\n LifeExpectancy: '',\r\n MaritalStatus: '',\r\n PIA: '',\r\n PIAYears: {},\r\n Pension: '',\r\n PensionMonths: '',\r\n PensionYears: '',\r\n RetirementAge: '',\r\n RetirementState: '',\r\n SpouseID: '',\r\n Spouses: [],\r\n SubstantialEarningYears: '',\r\n },\r\n\r\n }\r\n }\r\n\r\n ngAfterViewChecked() {\r\n // this.scrollEl.nativeElement.scrollTop = 0;\r\n }\r\n\r\n\r\n onClick(e): void {\r\n if (this.container.nativeElement.classList.contains('visible')) {\r\n\r\n }\r\n }\r\n\r\n open(): void {\r\n this.container.nativeElement.classList.remove('hidden');\r\n this.container.nativeElement.classList.add('visible');\r\n this.scrollEl.nativeElement.scrollTop = 0;\r\n }\r\n\r\n close(): void {\r\n this.globalService.displayFAB = true;\r\n this.container.nativeElement.classList.remove('visible');\r\n this.container.nativeElement.classList.add('hidden');\r\n\r\n this.selectedDocument = {\r\n title: '',\r\n description: '',\r\n category: '',\r\n url: '',\r\n }\r\n\r\n this.selectedDocEvent = {};\r\n this.selectedDocFilePath = '';\r\n\r\n this.modalData = {};\r\n // this.modalName = '';\r\n\r\n this.createClientModel = {\r\n client: {},\r\n clientProfile: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n clientSpouses: [],\r\n clientChildren: [],\r\n },\r\n };\r\n\r\n this.editClientModel = {\r\n loaded: false,\r\n client: {},\r\n clientProfile: {\r\n HCHBP: false,\r\n HCHC: false,\r\n HCT2D: false,\r\n HCCD: false,\r\n HCC: false,\r\n HCT: false,\r\n clientSpouses: [],\r\n clientChildren: [],\r\n },\r\n }\r\n\r\n this.validateDefaultDate = false;\r\n this.validateDefaultDate2 = false;\r\n this.validateDefaultDate3 = false;\r\n\r\n this.selectedAdvisor = null;\r\n this.selectedOrganization = null;\r\n this.isSelectingAdvisor = false;\r\n this.client = {};\r\n\r\n this.modalService.add(this.modalName + 'Closed');\r\n this.riskTolernaceSection = 'riskToleranceQuestionnaire';\r\n localStorage.removeItem('riskTolReportObject');\r\n }\r\n\r\n\r\n createOrganization(organizationName, organizationEmail, organizationPhone, organizationAddress, organizationCity, organizationState, organizationZip) {\r\n\r\n var OrganizationModel = {\r\n OrgName: organizationName.value,\r\n Email: organizationEmail.value,\r\n Phone: organizationPhone.value,\r\n Address: organizationAddress.value,\r\n Address2: '',\r\n City: organizationCity.value,\r\n State: organizationState.value,\r\n Zip: organizationZip.value,\r\n ParentID: 1,\r\n }\r\n\r\n this.globalService.createOrganization(OrganizationModel)\r\n .subscribe(\r\n resp => {\r\n if (resp.error === 1) {\r\n this.snackBarService.add(resp.message, 1);\r\n } else if (resp.error === 0) {\r\n this.snackBarService.add(resp.message, 0);\r\n this.close();\r\n }\r\n },\r\n error => this.error = error);\r\n }\r\n\r\n saveAdvisor(advisor, directToReports) {\r\n\r\n\r\n var UserModel = {\r\n FirstName: advisor.generalInformation.firstName,\r\n LastName: advisor.generalInformation.lastName,\r\n Address: advisor.generalInformation.address,\r\n City: advisor.generalInformation.city,\r\n State: advisor.generalInformation.state,\r\n Zip: advisor.generalInformation.zip,\r\n Email: advisor.generalInformation.email,\r\n Phone: advisor.generalInformation.phone,\r\n OrganizationID: Number(localStorage.getItem('orgID')),\r\n ID: this.ID, //advisor.id\r\n UserID: this.ID\r\n }\r\n\r\n // console.log('UserModel');\r\n // console.log(UserModel);\r\n this.globalService.createAdvisor(UserModel)\r\n .subscribe(\r\n resp => {\r\n if (resp.type != 0) {\r\n this.snackBarService.add('Advisor has been updated', 0);\r\n this.close();\r\n } else {\r\n this.snackBarService.add('An error occured updating this advisor.', 1);\r\n }\r\n\r\n if (directToReports) {\r\n this.router.navigate(['clients']);\r\n }\r\n },\r\n error => {\r\n this.snackBarService.add('There was an issue updating this advisor, please try again later.', 1);\r\n this.error = error;\r\n });\r\n \r\n }\r\n\r\n createAdvisor(advisorFirstName, advisorLastName, advisorDOB, advisorEmail, advisorPhone, advisorAddress, advisorCity, advisorState, advisorZip) {\r\n var UserModel = {\r\n ID: 0,\r\n FirstName: advisorFirstName.value,\r\n LastName: advisorLastName.value,\r\n DOB: advisorDOB.value,\r\n Email: advisorEmail.value,\r\n Phone: advisorPhone.value,\r\n Address: advisorAddress.value,\r\n City: advisorCity.value,\r\n State: advisorState.value,\r\n Zip: advisorZip.value,\r\n RoleID: 3,\r\n }\r\n\r\n this.globalService.createAdvisor(UserModel)\r\n .subscribe(\r\n resp => { },\r\n error => this.error = error);\r\n }\r\n\r\n updateClient() {\r\n\r\n var UserModel = {\r\n ID: this.client.client.ID,\r\n Username: this.editClientModel.client.Email,\r\n Email: this.editClientModel.client.Email,\r\n FirstName: this.editClientModel.client.FirstName,\r\n LastName: this.editClientModel.client.LastName,\r\n Address: this.editClientModel.client.Address,\r\n City: this.editClientModel.client.City,\r\n State: this.editClientModel.client.State,\r\n Zip: this.editClientModel.client.Zip,\r\n Phone: this.editClientModel.client.Phone,\r\n DOB: this.editClientModel.client.DOB,\r\n GenderID: this.editClientModel.client.GenderID,\r\n }\r\n\r\n if (this.editClientModel.clientProfile.Spouses.length) {\r\n for (var k in this.editClientModel.clientProfile.Spouses) {\r\n this.editClientModel.clientProfile.Spouses[k].currentIncome = this.getNumber(this.editClientModel.clientProfile.Spouses[k].currentIncome);\r\n this.editClientModel.clientProfile.Spouses[k].pension = this.getNumber(this.editClientModel.clientProfile.Spouses[k].pension);\r\n }\r\n }\r\n\r\n var tempSpouses = [];\r\n var tempSpouse = {};\r\n\r\n for (var i = 0; i < this.editClientModel.clientProfile.Spouses.length; i++) {\r\n tempSpouse = {};\r\n for (var j in this.editClientModel.clientProfile.Spouses[i]) {\r\n if (j === \"HCHBP\") {\r\n tempSpouse[j] = this.editClientModel.clientProfile.Spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCHC\") {\r\n tempSpouse[j] = this.editClientModel.clientProfile.Spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCT2D\") {\r\n tempSpouse[j] = this.editClientModel.clientProfile.Spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCCD\") {\r\n tempSpouse[j] = this.editClientModel.clientProfile.Spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCC\") {\r\n tempSpouse[j] = this.editClientModel.clientProfile.Spouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCT\") {\r\n tempSpouse[j] = this.editClientModel.clientProfile.Spouses[i][j] == true ? 1 : 0;\r\n } else {\r\n tempSpouse[j] = this.editClientModel.clientProfile.Spouses[i][j];\r\n }\r\n }\r\n tempSpouses.push(tempSpouse);\r\n }\r\n\r\n var ClientProfile = {\r\n CurrentIncome: this.getNumber(this.editClientModel.clientProfile.CurrentIncome),\r\n IRR: this.getNumber(this.editClientModel.clientProfile.IRR),\r\n PIA: this.getNumber(this.editClientModel.clientProfile.PIA),\r\n RetirementAge: this.getNumber(Number(this.editClientModel.clientProfile.RetirementAge)),\r\n Pension: this.getNumber(this.editClientModel.clientProfile.Pension),\r\n PensionMonths: this.getNumber(Number(this.editClientModel.clientProfile.PensionMonths)),\r\n PensionYears: this.getNumber(Number(this.editClientModel.clientProfile.PensionYears)),\r\n SubstantialEarningYears: this.getNumber(Number(this.editClientModel.clientProfile.SubstantialEarningYears)),\r\n RetirementState: this.editClientModel.clientProfile.RetirementState,\r\n HCHBP: this.editClientModel.clientProfile.HCHBP ? 1 : 0,\r\n HCHC: this.editClientModel.clientProfile.HCHC ? 1 : 0,\r\n HCT2D: this.editClientModel.clientProfile.HCT2D ? 1 : 0,\r\n HCCD: this.editClientModel.clientProfile.HCCD ? 1 : 0,\r\n HCC: this.editClientModel.clientProfile.HCC ? 1 : 0,\r\n HCT: this.editClientModel.clientProfile.HCT ? 1 : 0,\r\n Spouses: JSON.stringify(tempSpouses), // order them so first is always the one being claimed off of\r\n Children: JSON.stringify(this.editClientModel.clientProfile.Children),\r\n IncludePension: this.editClientModel.clientProfile.IncludePension ? 1 : 0,\r\n LifeExpectancy: Number(this.editClientModel.clientProfile.LifeExpectancy),\r\n PIAYears: JSON.stringify(this.editClientModel.clientProfile.PIAYears),\r\n }\r\n\r\n /* var RiskTolerance = {\r\n FinancialObjectiveID: this.getNumber(this.clientModelV2.riskTolerance.financialObjective),\r\n LevelOfInvestmentID: this.getNumber(this.clientModelV2.riskTolerance.levelOfInvestment),\r\n LengthOfInvestmentID: this.getNumber(this.clientModelV2.riskTolerance.lengthOfInvestment),\r\n ToleranceOfRiskID: this.getNumber(this.clientModelV2.riskTolerance.toleranceOfRisk),\r\n NeedRedeemID: this.getNumber(this.clientModelV2.riskTolerance.isRedeemAccount),\r\n Email: ''\r\n } */\r\n var RiskTolerance = null;\r\n if(!this.riskToleranceQuestionnaire.invalid){\r\n //// console.log('got the new risk tolerance');\r\n RiskTolerance = {\r\n FinancialObjectiveID: this.getNumber(this.riskToleranceQuestionnaire.value.financialObjective),\r\n LevelOfInvestmentID: this.getNumber(this.riskToleranceQuestionnaire.value.levelOfInvestment),\r\n LengthOfInvestmentID: this.getNumber(this.riskToleranceQuestionnaire.value.lengthOfInvestment),\r\n ToleranceOfRiskID: this.getNumber(this.riskToleranceQuestionnaire.value.toleranceOfRisk),\r\n NeedRedeemID: this.getNumber(this.riskToleranceQuestionnaire.value.isRedeemAccount),\r\n Email: (this.riskToleranceMail.value.email == 'clientEmail') ? this.riskToleranceMail.value.txtEmailAddress : this.client.advisor.Email\r\n }\r\n }\r\n \r\n var validationErrors = this.validateEditClient();\r\n\r\n if (validationErrors) {\r\n this.globalService.createClient(UserModel, ClientProfile, RiskTolerance)\r\n .subscribe(\r\n resp => {\r\n if (resp.type != 0) {\r\n this.snackBarService.add('Client has been updated', 0);\r\n this.close();\r\n } else {\r\n this.snackBarService.add('An error occured updating this client.', 1);\r\n }\r\n },\r\n error => {\r\n this.snackBarService.add('There was an issue updating this client, please try again later.', 1);\r\n this.error = error;\r\n });\r\n } else {\r\n this.snackBarService.add('Please make sure all fields are properly filled out', 1);\r\n }\r\n\r\n\r\n }\r\n\r\n createClient() {\r\n var UserModel = {\r\n AdvisorID: this.advisor.ID,\r\n OrganizationID: this.advisor.OrganizationID,\r\n Username: this.createClientModel.client.email || \" \",\r\n Email: this.createClientModel.client.email || \" \",\r\n FirstName: this.createClientModel.client.firstName,\r\n LastName: this.createClientModel.client.lastName,\r\n Address: this.createClientModel.client.address,\r\n City: this.createClientModel.client.city,\r\n State: this.createClientModel.client.state,\r\n Zip: Number(this.createClientModel.client.zip.toString().substring(0, 5)),\r\n Phone: this.createClientModel.client.phone,\r\n DOB: this.createClientModel.client.DOB,\r\n GenderID: Number(this.createClientModel.client.gender),\r\n }\r\n\r\n\r\n if (this.createClientModel.clientProfile.clientSpouses.length) {\r\n for (var k in this.createClientModel.clientProfile.clientSpouses) {\r\n this.createClientModel.clientProfile.clientSpouses[k].currentIncome = this.getNumber(this.createClientModel.clientProfile.clientSpouses[k].currentIncome);\r\n this.createClientModel.clientProfile.clientSpouses[k].pension = this.getNumber(this.createClientModel.clientProfile.clientSpouses[k].pension);\r\n this.createClientModel.clientProfile.clientSpouses[k].PIAYears = this.createClientModel.clientProfile.clientSpouses[k].PIAYears;\r\n }\r\n }\r\n\r\n var tempSpouses = [];\r\n var tempSpouse = {};\r\n\r\n for (var i = 0; i < this.createClientModel.clientProfile.clientSpouses.length; i++) {\r\n tempSpouse = {};\r\n for (var j in this.createClientModel.clientProfile.clientSpouses[i]) {\r\n if (j === \"HCHBP\") {\r\n tempSpouse[j] = this.createClientModel.clientProfile.clientSpouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCHC\") {\r\n tempSpouse[j] = this.createClientModel.clientProfile.clientSpouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCT2D\") {\r\n tempSpouse[j] = this.createClientModel.clientProfile.clientSpouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCCD\") {\r\n tempSpouse[j] = this.createClientModel.clientProfile.clientSpouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCC\") {\r\n tempSpouse[j] = this.createClientModel.clientProfile.clientSpouses[i][j] == true ? 1 : 0;\r\n } else if (j === \"HCT\") {\r\n tempSpouse[j] = this.createClientModel.clientProfile.clientSpouses[i][j] == true ? 1 : 0;\r\n } else {\r\n tempSpouse[j] = this.createClientModel.clientProfile.clientSpouses[i][j];\r\n }\r\n }\r\n\r\n tempSpouses.push(tempSpouse);\r\n }\r\n\r\n var ClientProfile = {\r\n CurrentIncome: this.getNumber(this.createClientModel.clientProfile.currentIncome),\r\n IRR: this.getNumber(this.createClientModel.clientProfile.IRR),\r\n PIA: this.getNumber(this.createClientModel.clientProfile.PIA),\r\n PIAYears: JSON.stringify(this.createClientModel.clientProfile.PIAYears),\r\n RetirementAge: this.getNumber(Number(this.createClientModel.clientProfile.retirementAge)),\r\n Pension: this.getNumber(this.createClientModel.clientProfile.pension),\r\n PensionMonths: this.getNumber(Number(this.createClientModel.clientProfile.pensionMonth)),\r\n PensionYears: this.getNumber(Number(this.createClientModel.clientProfile.pensionYear)),\r\n SubstantialEarningYears: this.getNumber(Number(this.createClientModel.clientProfile.substantialEarningYears)),\r\n RetirementState: this.createClientModel.clientProfile.retirementState,\r\n HCHBP: this.createClientModel.clientProfile.HCHBP ? 1 : 0,\r\n HCHC: this.createClientModel.clientProfile.HCHC ? 1 : 0,\r\n HCT2D: this.createClientModel.clientProfile.HCT2D ? 1 : 0,\r\n HCCD: this.createClientModel.clientProfile.HCCD ? 1 : 0,\r\n HCC: this.createClientModel.clientProfile.HCC ? 1 : 0,\r\n HCT: this.createClientModel.clientProfile.HCT ? 1 : 0,\r\n Spouses: JSON.stringify(tempSpouses), // order them so first is always the one being claimed off of\r\n Children: JSON.stringify(this.createClientModel.clientProfile.clientChildren),\r\n IncludePension: this.createClientModel.clientProfile.includePension ? 1 : 0,\r\n LifeExpectancy: Number(this.createClientModel.clientProfile.LifeExpectancy),\r\n }\r\n\r\n var RiskTolerance = {\r\n FinancialObjectiveID: this.getNumber(this.clientModelV2.riskTolerance.financialObjective),\r\n LevelOfInvestmentID: this.getNumber(this.clientModelV2.riskTolerance.levelOfInvestment),\r\n LengthOfInvestmentID: this.getNumber(this.clientModelV2.riskTolerance.lengthOfInvestment),\r\n ToleranceOfRiskID: this.getNumber(this.clientModelV2.riskTolerance.toleranceOfRisk),\r\n NeedRedeemID: this.getNumber(this.clientModelV2.riskTolerance.isRedeemAccount)\r\n }\r\n\r\n var validationErrors = this.validateCreateClient();\r\n\r\n if (validationErrors) {\r\n this.globalService.createClient(UserModel, ClientProfile, RiskTolerance)\r\n .subscribe(\r\n resp => {\r\n if (resp.type != 0) {\r\n this.close();\r\n this.globalService.getClientsData()\r\n .subscribe(\r\n clients => {\r\n var client = clients[clients.length - 1].c || clients[clients.length - 1];\r\n\r\n localStorage.setItem('selectedClient', client.ID);\r\n this.snackBarService.add('To create a report for ' + client.FirstName + ' ' + client.LastName + ', please click ', 0, 1, 10000);\r\n },\r\n error => {\r\n this.snackBarService.add('There was an issue creating new client, please try again later.', 1);\r\n this.error = error;\r\n });\r\n } else {\r\n this.snackBarService.add('An error occured creating this client.', 1);\r\n }\r\n\r\n },\r\n error => {\r\n this.snackBarService.add('There was an issue creating new client, please try again later.', 1);\r\n this.error = error;\r\n\r\n });\r\n } else {\r\n this.snackBarService.add('Please make sure all fields are properly filled out', 1);\r\n }\r\n\r\n\r\n\r\n\r\n }\r\n\r\n removeSpouse(index, from) {\r\n\r\n if (!this.editClientModel.clientProfile.Spouses) {\r\n this.editClientModel.clientProfile.Spouses = [];\r\n }\r\n\r\n if (from == 'edit') {\r\n this.editClientModel.clientProfile.Spouses.splice(index, 1);\r\n } else if (from == 'create') {\r\n this.createClientModel.clientProfile.clientSpouses.splice(index, 1);\r\n }\r\n\r\n if (from == 'marital-history') {\r\n this.clientModelV2.maritalHistory.previousSpouseCount = this.clientModelV2.maritalHistory.previousSpouseCount - 1;\r\n this.clientModelV2.spouses.splice(index + 1, 1);\r\n } else if (from == 'spouse-history') {\r\n this.clientModelV2.maritalHistory.spousesSpouseCount = this.clientModelV2.maritalHistory.spousesSpouseCount - 1;\r\n this.clientModelV2.maritalHistory.spousesSpouse.splice(index, 1);\r\n }\r\n\r\n this.validateAllFields();\r\n }\r\n\r\n spouseMaritalChange(e, partner) {\r\n }\r\n\r\n addPartner(from) {\r\n if (!this.editClientModel.clientProfile.Spouses) {\r\n this.editClientModel.clientProfile.Spouses = [];\r\n }\r\n\r\n if (from == 'edit') {\r\n this.editClientModel.clientProfile.Spouses.push({\r\n PIAYears: {\r\n IncludePIA: false,\r\n },\r\n tenyears: true,\r\n alive: true,\r\n });\r\n }\r\n else if (from == 'create') {\r\n this.createClientModel.clientProfile.clientSpouses.push({\r\n PIAYears: {\r\n IncludePIA: false,\r\n },\r\n tenyears: true,\r\n alive: true,\r\n });\r\n }\r\n }\r\n\r\n removeChild(index, from) {\r\n if (!this.editClientModel.clientProfile.Children) {\r\n this.editClientModel.clientProfile.Children = [];\r\n }\r\n\r\n if (from == 'edit')\r\n this.editClientModel.clientProfile.Children.splice(index, 1);\r\n else if (from == 'create')\r\n this.createClientModel.clientProfile.clientChildren.splice(index, 1);\r\n }\r\n\r\n addDependentChild(from) {\r\n if (!this.editClientModel.clientProfile.Children) {\r\n this.editClientModel.clientProfile.Children = [];\r\n }\r\n\r\n if (from == 'edit') {\r\n this.editClientModel.clientProfile.Children.push({});\r\n }\r\n else if (from == 'create') {\r\n this.createClientModel.clientProfile.clientChildren.push({});\r\n }\r\n }\r\n\r\n convertMartialStatus(status) {\r\n if (status === \"Single\") {\r\n return 0;\r\n } else if (status === \"Married\") {\r\n return 1;\r\n } else if (status === \"Divorced\") {\r\n return 2;\r\n } else if (status === \"Widowed\") {\r\n return 3;\r\n }\r\n }\r\n\r\n validateString(val, isRequired) {\r\n var regex = /^[a-zA-Z][a-zA-Z .,'-]{2,30}$/;\r\n if (val) {\r\n if (val.indexOf('-') > 0 && val.indexOf('-') != val.length - 1) {\r\n return val ? regex.test(val.replace('-')) : !isRequired;\r\n } else {\r\n return val ? regex.test(val) : !isRequired;\r\n }\r\n }\r\n }\r\n\r\n validatePhoneNumber(val, isRequired) {\r\n var numbers = val ? val.match(/\\d/g) : '';\r\n return val ? numbers.length === 10 : !isRequired;\r\n }\r\n\r\n validateZip(val, isRequired) {\r\n return true;\r\n }\r\n\r\n validateCurrency(val, min, max, isRequired) {\r\n val = val ? val.toString() : '';\r\n var numbers = val ? val.match(/\\d/g).join('') : '';\r\n return val ? (numbers >= min && numbers < max) ? true : false : !isRequired;\r\n }\r\n\r\n validateEmail(val, isRequired) {\r\n var regex = /^([a-z\\d!#$%&'*+\\-\\/=?^_`{|}~\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF]+(\\.[a-z\\d!#$%&'*+\\-\\/=?^_`{|}~\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF]+)*|\"((([ \\t]*\\r\\n)?[ \\t]+)?([\\x01-\\x08\\x0b\\x0c\\x0e-\\x1f\\x7f\\x21\\x23-\\x5b\\x5d-\\x7e\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF]|\\\\[\\x01-\\x09\\x0b\\x0c\\x0d-\\x7f\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF]))*(([ \\t]*\\r\\n)?[ \\t]+)?\")@(([a-z\\d\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF]|[a-z\\d\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF][a-z\\d\\-._~\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF]*[a-z\\d\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF])\\.)+([a-z\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF]|[a-z\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF][a-z\\d\\-._~\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF]*[a-z\\u00A0-\\uD7FF\\uF900-\\uFDCF\\uFDF0-\\uFFEF])\\.?$/i;\r\n return val ? regex.test(val) : !isRequired;\r\n }\r\n\r\n\r\n validateDate(val, isRequired) {\r\n var regex = /^([0-9]{1}|[0-9]{2})\\/([0-9]{1}|[0-9]{2})\\/([0-9]{4})$/;\r\n return val ? regex.test(val) : !isRequired;\r\n }\r\n\r\n validateAnnDate(val, isRequired) {\r\n const regex = /^([0-9]{1}|[0-9]{2})\\/([0-9]{1}|[0-9]{2})\\/([0-9]{4})$/;\r\n \r\n const clientAge = this.calculateAge(this.clientModelV2.generalInformation.dobStr);\r\n const spouseAge = this.calculateAge(this.clientModelV2.maritalStatus.dobStr);\r\n const yearsMarried = this.calculateAge(this.clientModelV2.maritalStatus.anniversaryStr);\r\n\r\n return val && (clientAge - yearsMarried >= 18 && spouseAge - yearsMarried >= 18) ? regex.test(val) : !isRequired;\r\n }\r\n\r\n validatePercent(val, min, max, isRequired) {\r\n val = val ? val.toString() : '';\r\n var numbers = val ? val.match(/\\d/g).join('') : '';\r\n return val ? (numbers >= min && numbers < max) ? true : false : !isRequired;\r\n }\r\n\r\n validatePercentDecimal(val, min, max, isRequired) {\r\n if (val.toString().substring(0,1) === '.')\r\n val = `0${val}`;\r\n\r\n let re = /\\%/gi;\r\n val = val.replace(re, \"\");\r\n val = (val && val != 'null') ? val.toString() : '';\r\n var numbers = val ? val.match(/\\d+(?:\\.\\d+)?/g).join('') : '';\r\n return val ? (numbers >= min && numbers <= max) ? true : false : !isRequired;\r\n }\r\n\r\n validateNumber(val, min, max, isRequired) {\r\n val = val ? val.toString() : '';\r\n var numbers = val ? val.match(/\\d/g).join('') : '';\r\n return val ? (numbers >= min && numbers < max) ? true : false : !isRequired;\r\n }\r\n\r\n getNumber(val) {\r\n val = val ? val.toString() : '';\r\n val = val.replace('$', '').replace(',', '');\r\n var numbers = val ? val.match(/\\d/g).join('') : '';\r\n return val ? numbers : 0\r\n }\r\n\r\n formatString(model, field) {\r\n if (model[field])\r\n model[field] = model[field].charAt(0).toUpperCase() + model[field].slice(1);\r\n }\r\n\r\n\r\n\r\n\r\n formatNumber(model, field) {\r\n var numbers = model[field] ? model[field].match(/\\d/g) : '';\r\n model[field] = numbers.join('');\r\n }\r\n\r\n formatPercent(model, field, e) {\r\n if (model[field]) {\r\n model[field] = model[field].toString();\r\n var numbers = model[field] ? model[field].match(/\\d/g) : '';\r\n if (e.keyCode && (e.keyCode == 8 || e.keyCode == 46))\r\n numbers.pop();\r\n\r\n model[field] = numbers.join('') + '%';\r\n }\r\n }\r\n\r\n formatPercentDecimal(model, page, e) {\r\n // console.log('model', model);\r\n // console.log('keycode', e.keyCode);\r\n\r\n let re = /\\%/gi;\r\n let annualProgramFee = model.replace(re, \"\");\r\n \r\n // console.log(annualProgramFee);\r\n if (model.includes(\"%\")) {\r\n model.replace(\"%\", \"\");\r\n }\r\n\r\n if ((e.keyCode >= 96 && e.keyCode <= 105) || (e.keyCode == 110) || (e.keyCode >= 49 && e.keyCode <= 57) || (e.keyCode == 48) || (e.keyCode == 190)) {\r\n // console.log('95')\r\n this.advisorModal.generalInformation.annualProgramFee = annualProgramFee + '%';\r\n } else {\r\n // console.log('none')\r\n this.advisorModal.generalInformation.annualProgramFee = '';\r\n }\r\n this.validateFields(page);\r\n }\r\n\r\n\r\n formatCurrency(model, field) {\r\n if (model[field]) {\r\n model[field] = model[field].toString();\r\n var numbers = model[field] ? model[field].match(/\\d/g) : '';\r\n model[field] = '$' + numbers.join('').toString().replace(/(\\d)(?=(\\d{3})+(?!\\d))/g, \"$1,\");\r\n }\r\n }\r\n\r\n formatCurrencyV2(amount) {\r\n amount = amount.toString().replace(/,/g, \"\").replace(\"$\", \"\");\r\n return Utils.formatToCurrency(amount);\r\n }\r\n\r\n formatPhoneNumber(model, field) {\r\n if (model[field]) {\r\n model[field] = model[field].toString();\r\n var numbers = model[field] ? model[field].match(/\\d/g) : '';\r\n if (numbers.length < 3) {\r\n model[field] = \"(\" + numbers.join('');\r\n } else if (numbers.length < 4) {\r\n model[field] = \"(\" + numbers.join('') + \")\";\r\n } else if (numbers.length < 7) {\r\n model[field] = \"(\" + numbers.join('').substring(0, 3) + \") \" + numbers.join('').substring(3, numbers.length);\r\n } else if (numbers.length >= 7) {\r\n model[field] = \"(\" + numbers.join('').substring(0, 3) + \") \" + numbers.join('').substring(3, 6) + \"-\" + numbers.join('').substring(6, 10);\r\n }\r\n }\r\n\r\n }\r\n\r\n validateCreateClient() {\r\n var result = true;\r\n\r\n result = result && this.validateString(this.createClientModel.client.firstName, true);\r\n result = result && this.validateString(this.createClientModel.client.lastName, true);\r\n\r\n result = result && this.validateString(this.createClientModel.client.state, false);\r\n result = result && this.validateZip(this.createClientModel.client.zip, false);\r\n result = result && this.validatePhoneNumber(this.createClientModel.client.phone, false);\r\n result = result && this.validateDate(this.createClientModel.client.DOB, true);\r\n result = result && this.validateNumber(this.createClientModel.client.gender, 1, 3, true);\r\n\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.currentIncome, 0, 1000000, true);\r\n result = result && this.validatePercent(this.createClientModel.clientProfile.IRR, 10, 201, true);\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.PIA, 0, 5000, true);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.retirementAge, 1, 71, true);\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.pension, 1, 400000, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.pensionMonth, 1, 13, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.pensionYear, 2000, 2061, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.substantialEarningYears, 0, 31, false);\r\n result = result && this.validateString(this.createClientModel.clientProfile.retirementState, true);\r\n\r\n for (var k in this.createClientModel.clientProfile.clientSpouses) {\r\n if (this.createClientModel.clientProfile.clientSpouses[k].maritalStatus == 'Married') {\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].maritalStatus, true);\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].firstName, true);\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].lastName, true);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].gender, 1, 3, true);\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.clientSpouses[k].pia, 0, 10001, false);\r\n result = result && this.validateDate(this.createClientModel.clientProfile.clientSpouses[k].dob, true);\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.clientSpouses[k].currentIncome, 0, 1000000, true);\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.clientSpouses[k].pension, 0, 400000, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].pensionYear, 2000, 2061, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].pensionMonth, 1, 13, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].substantialEarningYears, 1, 400000, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].retirementAge, 1, 71, true);\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].state, true);\r\n } else if (this.createClientModel.clientProfile.clientSpouses[k].maritalStatus == 'Divorced') {\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].maritalStatus, true);\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].firstName, true);\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].lastName, true);\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.clientSpouses[k].pia, 0, 10001, false);\r\n\r\n if (this.createClientModel.clientProfile.clientSpouses[k].alive == 'true') {\r\n result = result && this.validateDate(this.createClientModel.clientProfile.clientSpouses[k].dob, true);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].gender, 1, 3, true);\r\n }\r\n\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.clientSpouses[k].pension, 0, 400000, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].pensionYear, 2000, 2061, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].pensionMonth, 1, 13, false);\r\n result = result && this.validateNumber(this.createClientModel.clientProfile.clientSpouses[k].substantialEarningYears, 1, 400000, false);\r\n } else if (this.createClientModel.clientProfile.clientSpouses[k].maritalStatus == 'Widowed') {\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].maritalStatus, true);\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].firstName, true);\r\n result = result && this.validateString(this.createClientModel.clientProfile.clientSpouses[k].lastName, true);\r\n result = result && this.validateCurrency(this.createClientModel.clientProfile.clientSpouses[k].pia, 0, 10001, true);\r\n }\r\n }\r\n return result;\r\n }\r\n\r\n\r\n validateEditClient() {\r\n var result = true;\r\n\r\n result = result && this.validateString(this.editClientModel.client.FirstName, true);\r\n result = result && this.validateString(this.editClientModel.client.LastName, true);\r\n result = result && this.validateString(this.editClientModel.client.State, false);\r\n result = result && this.validateZip(this.editClientModel.client.Zip, false);\r\n result = result && this.validatePhoneNumber(this.editClientModel.client.Phone, false);\r\n result = result && this.validateDate(this.editClientModel.client.DOB, true);\r\n result = result && this.validateNumber(this.editClientModel.client.GenderID, 1, 3, true);\r\n\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.CurrentIncome, 0, 1000000, true);\r\n result = result && this.validatePercent(this.editClientModel.clientProfile.IRR, 10, 201, true);\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.PIA, 0, 5000, true);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.RetirementAge, 1, 71, true);\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.Pension, 0, 400000, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.PensionMonth, 1, 13, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.PensionYear, 2000, 2061, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.SubstantialEarningYears, 0, 31, false);\r\n result = result && this.validateString(this.editClientModel.clientProfile.RetirementState, true);\r\n for (var k in this.editClientModel.clientProfile.Spouses) {\r\n if (this.editClientModel.clientProfile.Spouses[k].maritalStatus == 'Married') {\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].maritalStatus, true);\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].firstName, true);\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].lastName, true);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].gender, 1, 3, true);\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.Spouses[k].pia, 0, 10001, false);\r\n result = result && this.validateDate(this.editClientModel.clientProfile.Spouses[k].dob, true);\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.Spouses[k].currentIncome, 0, 1000000, true);\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.Spouses[k].pension, 0, 400000, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].pensionYear, 2000, 2061, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].pensionMonth, 1, 13, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].substantialEarningYears, 1, 400000, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].retirementAge, 1, 71, true);\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].state, true);\r\n } else if (this.editClientModel.clientProfile.Spouses[k].maritalStatus == 'Divorced') {\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].maritalStatus, true);\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].firstName, true);\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].lastName, true);\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.Spouses[k].pia, 0, 10001, true);\r\n\r\n if (this.editClientModel.clientProfile.Spouses[k].alive == \"true\") {\r\n result = result && this.validateDate(this.editClientModel.clientProfile.Spouses[k].dob, true);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].gender, 1, 3, true);\r\n }\r\n\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.Spouses[k].pension, 0, 400000, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].pensionYear, 2000, 2061, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].pensionMonth, 1, 13, false);\r\n result = result && this.validateNumber(this.editClientModel.clientProfile.Spouses[k].substantialEarningYears, 1, 400000, false);\r\n } else if (this.editClientModel.clientProfile.Spouses[k].maritalStatus == 'Widowed') {\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].maritalStatus, true);\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].firstName, true);\r\n result = result && this.validateString(this.editClientModel.clientProfile.Spouses[k].lastName, true);\r\n result = result && this.validateCurrency(this.editClientModel.clientProfile.Spouses[k].pia, 0, 10001, true);\r\n } else {\r\n result = false;\r\n }\r\n\r\n\r\n }\r\n\r\n\r\n return result;\r\n }\r\n\r\n formatEditClientModel() {\r\n this.formatString(this.editClientModel.client, 'firstName');\r\n this.formatString(this.editClientModel.client, 'lastName');\r\n this.formatPhoneNumber(this.editClientModel.client, 'phone');\r\n\r\n this.formatCurrency(this.editClientModel.clientProfile, 'CurrentIncome');\r\n this.formatPercent(this.editClientModel.clientProfile, 'IRR', {});\r\n this.formatCurrency(this.editClientModel.clientProfile, 'PIA');\r\n this.formatCurrency(this.editClientModel.clientProfile, 'pension');\r\n\r\n for (var k in this.editClientModel.clientProfile.Spouses) {\r\n this.formatString(this.editClientModel.clientProfile.Spouses[k], 'firstName');\r\n this.formatString(this.editClientModel.clientProfile.Spouses[k], 'lastName');\r\n this.formatCurrency(this.editClientModel.clientProfile.Spouses[k], 'currentIncome');\r\n this.formatCurrency(this.editClientModel.clientProfile.Spouses[k], 'pension');\r\n this.formatCurrency(this.editClientModel.clientProfile.Spouses[k], 'pia');\r\n\r\n }\r\n }\r\n\r\n submitSupportTicket(subject, message) {\r\n this.snackBarService.add('Thank you for submitting a ticket. A support specialist will be in touch.', 0);\r\n this.close();\r\n var SupportModel = {\r\n AdvisorID: Number(this.advisor.ID),\r\n OrgID: Number(this.advisor.OrganizationID),\r\n Subject: subject.value.toString(),\r\n Message: message.value.toString(),\r\n }\r\n\r\n this.globalService.createSupportTicket(SupportModel)\r\n .subscribe(\r\n data => { },\r\n error => this.error = error);\r\n }\r\n\r\n public profileImage = localStorage.getItem('profilePhotoPath') && localStorage.getItem('profilePhotoPath').length > 1 ? 'https://web234.hvsfinancial.com/portal-shared/' + localStorage.getItem('profilePhotoPath') : 'https://web234.hvsfinancial.com/portal-shared/anon_user.png';\r\n public logoImage = localStorage.getItem('logoPhotoPath') && localStorage.getItem('logoPhotoPath').length > 1 ? 'https://web234.hvsfinancial.com/portal-shared/' + localStorage.getItem('logoPhotoPath') : 'https://web234.hvsfinancial.com/portal-shared/logo.png';\r\n public userRole = localStorage.getItem('roleId');\r\n\r\n uploadProfilePicture(e) {\r\n let file: File = e.target.files[0];\r\n let formData: FormData = new FormData();\r\n var date = new Date().getTime() / 1000;\r\n formData.append('uploadFile', file, file.name);\r\n formData.append('Email', this.advisor.Email);\r\n formData.append('UserID', this.advisor.ID.toString());\r\n this.globalService.saveProfileImage(formData)\r\n .subscribe(\r\n data => {\r\n localStorage.setItem('profilePhotoPath', data._body);\r\n this.profileImage = \"https://web234.hvsfinancial.com/portal-shared/\" + localStorage.getItem('profilePhotoPath');\r\n },\r\n error => this.error = error);\r\n\r\n }\r\n\r\n public advisorTemp: any = {};\r\n\r\n updateAdvisor(advisor) {\r\n\r\n\r\n\r\n var UserModel = {\r\n UserID: this.advisor.ID,\r\n FirstName: advisor.FirstName,\r\n LastName: advisor.LastName,\r\n Phone: advisor.Phone,\r\n }\r\n\r\n var validation = this.validateEditProfile(UserModel);\r\n\r\n if (!validation.status) {\r\n this.snackBarService.add('Please make sure your ' + validation.message, 1);\r\n } else {\r\n this.globalService.updateAdvisor(UserModel)\r\n .subscribe(\r\n data => {\r\n if (data) {\r\n localStorage.setItem('firstName', UserModel.FirstName);\r\n localStorage.setItem('lastName', UserModel.LastName);\r\n }\r\n\r\n this.snackBarService.add('Your profile has been updated.', 0);\r\n this.close();\r\n },\r\n error => {\r\n this.error = error;\r\n this.close();\r\n });\r\n }\r\n }\r\n submitCancellation() {\r\n this.snackBarService.add('Your cancellation request has been sent to our Support Team. Please allow 1-2 business days for your account to be closed, after which no additional charges will be issued. You will receive any additional correspondence via email.', 0, 0, 15000);\r\n \r\n this.close();\r\n\r\n var SupportModel = {\r\n AdvisorID: Number(localStorage.getItem('selectedAdvisorID')),\r\n OrgID: Number(localStorage.getItem('orgID')),\r\n Subject: \"Cancellation Request\",\r\n Message: \"User has clicked the Cancel Subscription button in their profile. Please close out this account and stop all charges.\"\r\n }\r\n\r\n this.globalService.createSupportTicket(SupportModel)\r\n .subscribe(\r\n data => { });\r\n //,error => this.error = error);\r\n }\r\n validateEditProfile(UserModel) {\r\n var result = { status: true, message: '' };\r\n if (UserModel.Phone.length < 10) {\r\n result.message = 'phone number meets this format (xxx) xxx-xxxx.';\r\n result.status = false;\r\n } else if (!this.validateString(UserModel.FirstName, true) || !this.validateString(UserModel.LastName, true)) {\r\n result.message = 'first name or last name contains no numbers.';\r\n result.status = false;\r\n }\r\n return result;\r\n }\r\n\r\n uploadOrgLogo(e) {\r\n let file: File = e.target.files[0];\r\n let formData: FormData = new FormData();\r\n var date = new Date().getTime() / 1000;\r\n formData.append('uploadFile', file, this.advisor.OrganizationID + '_' + date + '_logo' + file.name.substring(file.name.lastIndexOf('.'), file.name.length));\r\n formData.append('Email', this.advisor.Email);\r\n formData.append('UserID', this.advisor.ID.toString());\r\n\r\n this.globalService.uploadOrgLogo(formData)\r\n .subscribe(\r\n data => {\r\n localStorage.setItem('logoPhotoPath', data._body);\r\n this.logoImage = \"https://web234.hvsfinancial.com/portal-shared/\" + localStorage.getItem('logoPhotoPath');\r\n },\r\n error => this.error = error);\r\n }\r\n\r\n\r\n formatPIAYearV2(model, isSpouse) {\r\n var startYear = isSpouse ? model.PIAYears.startYear : model.PIAYears.StartYear;\r\n var endYear = isSpouse ? model.PIAYears.endYear : model.PIAYears.EndYear;\r\n var currentAge = isSpouse ? this.calculateAge(this.clientModelV2.maritalStatus.dobStr) : this.calculateAge(this.clientModelV2.generalInformation.dobStr);\r\n var year = new Date().getFullYear();\r\n \r\n if (isSpouse)\r\n model.PIAYears.years = [];\r\n else\r\n model.PIAYears.Years = [];\r\n\r\n if (endYear > startYear) {\r\n for (var i = 0; i < endYear - startYear + 1; i++) {\r\n if (isSpouse) {\r\n\r\n model.PIAYears.years.push(\r\n {\r\n Year: Number(model.PIAYears.startYear) + i,\r\n Age: Number(startYear) > year ? Math.abs(endYear - year) + currentAge + i : currentAge - Math.abs(startYear - year) + i,\r\n ActualEarnings: this.formatCurrencyV2(0),\r\n }\r\n );\r\n } else {\r\n model.PIAYears.Years.push(\r\n {\r\n Year: Number(model.PIAYears.StartYear) + i,\r\n Age: Number(startYear) > year ? Math.abs(endYear - year) + currentAge + i : currentAge - Math.abs(startYear - year) + i,\r\n ActualEarnings: this.formatCurrencyV2(0),\r\n }\r\n );\r\n }\r\n }\r\n }\r\n }\r\n\r\n\r\n formatPIAYear(model, client) {\r\n var startYear = client ? model.clientProfile.PIAYears.StartYear.match(/\\d/g) : model.PIAYears.StartYear.match(/\\d/g);\r\n var endYear = client ? model.clientProfile.PIAYears.EndYear.match(/\\d/g) : model.PIAYears.EndYear.match(/\\d/g);\r\n var year = new Date().getFullYear();\r\n\r\n var currentAge = client ? this.calculateAge(model.client.DOB) : this.calculateAge(model.dob);\r\n\r\n if (client) {\r\n model.clientProfile.PIAYears.StartYear = startYear.join('').substring(0, 4);\r\n model.clientProfile.PIAYears.EndYear = endYear.join('').substring(0, 4);\r\n\r\n if (model.clientProfile.PIAYears.StartYear.length === 4 && model.clientProfile.PIAYears.EndYear.length === 4) {\r\n model.clientProfile.PIAYears.Years = [];\r\n for (var i = 0; i < model.clientProfile.PIAYears.EndYear - model.clientProfile.PIAYears.StartYear + 1; i++) {\r\n model.clientProfile.PIAYears.Years.push(\r\n {\r\n Year: Number(model.clientProfile.PIAYears.StartYear) + i,\r\n ActualEarnings: this.formatCurrencyV2(0),\r\n Age: Number(model.clientProfile.PIAYears.StartYear) > year ? Math.abs(model.clientProfile.PIAYears.StartYear - year) + currentAge + i : currentAge - Math.abs(model.clientProfile.PIAYears.StartYear - year) + i\r\n }\r\n );\r\n }\r\n }\r\n\r\n } else {\r\n model.PIAYears.StartYear = startYear.join('').substring(0, 4);\r\n model.PIAYears.EndYear = endYear.join('').substring(0, 4);\r\n\r\n if (model.PIAYears.StartYear.length === 4 && model.PIAYears.EndYear.length === 4) {\r\n model.PIAYears.Years = [];\r\n for (var i = 0; i < model.PIAYears.EndYear - model.PIAYears.StartYear + 1; i++) {\r\n model.PIAYears.Years.push(\r\n {\r\n Year: Number(model.PIAYears.StartYear) + i,\r\n ActualEarnings: this.formatCurrencyV2(0),\r\n Age: Number(model.PIAYears.StartYear) > year ? Math.abs(model.PIAYears.StartYear - year) + currentAge + i : currentAge - Math.abs(model.PIAYears.StartYear - year) + i\r\n }\r\n );\r\n }\r\n }\r\n }\r\n\r\n\r\n }\r\n\r\n calculateAge(birthday) {\r\n birthday = new Date(birthday);\r\n var ageDifMs = Date.now() - birthday;\r\n var ageDate = new Date(ageDifMs);\r\n\r\n return Math.abs(ageDate.getUTCFullYear() - 1970);\r\n }\r\n\r\n calculatePIAV2(model, isSpouse) {\r\n var PIACalculator = {\r\n currentAge: Number(this.calculateAge(!isSpouse ? model.generalInformation.dobStr : model.maritalStatus.dobStr)),\r\n earningYear: this.removePIACurrency(!isSpouse ? model.financialInformation.PIAYears.Years : model.maritalStatus.PIAYears.years)\r\n }\r\n\r\n\r\n this.globalService.getPIA(PIACalculator)\r\n .subscribe(\r\n data => {\r\n if (isSpouse) {\r\n model.maritalStatus.pia = this.formatCurrencyV2(data);\r\n model.maritalStatus.PIAYears.years = this.addPIACurrency(model.maritalStatus.PIAYears.years);\r\n this.validateFields(3);\r\n } else {\r\n model.financialInformation.pia = this.formatCurrencyV2(data);\r\n model.financialInformation.PIAYears.Years = this.addPIACurrency(model.financialInformation.PIAYears.Years);\r\n this.validateFields(1);\r\n }\r\n\r\n },\r\n error => this.error = error);\r\n }\r\n\r\n calculatePIA(model, client) {\r\n var PIACalculator = {};\r\n\r\n if (client) {\r\n PIACalculator = {\r\n currentAge: Number(this.calculateAge(model.client.DOB)),\r\n earningYear: this.removePIACurrency(model.clientProfile.PIAYears.Years)\r\n }\r\n } else {\r\n PIACalculator = {\r\n currentAge: Number(this.calculateAge(model.dob)),\r\n earningYear: this.removePIACurrency(model.PIAYears.Years)\r\n }\r\n }\r\n\r\n this.globalService.getPIA(PIACalculator)\r\n .subscribe(\r\n data => {\r\n if (client) {\r\n model.clientProfile.PIA = this.formatCurrencyV2(data);\r\n model.clientProfile.PIAYears.Years = this.addPIACurrency(model.clientProfile.PIAYears.Years);\r\n } else {\r\n model.pia = this.formatCurrencyV2(data);\r\n model.PIAYears.Years = this.addPIACurrency(model.PIAYears.Years);\r\n }\r\n\r\n\r\n },\r\n error => this.error = error);\r\n }\r\n\r\n removePIACurrency(years) {\r\n var temp = [];\r\n\r\n for (var item in years) {\r\n temp.push(years[item]);\r\n temp[item].ActualEarnings = Number(temp[item].ActualEarnings.replace(/,/g, \"\").replace(\"$\", \"\"));\r\n }\r\n\r\n return temp;\r\n }\r\n\r\n addPIACurrency(years) {\r\n var temp = [];\r\n\r\n for (var item in years) {\r\n temp.push(years[item]);\r\n temp[item].ActualEarnings = this.formatCurrencyV2(temp[item].ActualEarnings)\r\n }\r\n\r\n return temp;\r\n }\r\n\r\n recalcLEV2(model, index, firstLoad = false) {\r\n // console.log('button disable 03');\r\n var LEObject;\r\n\r\n if (index === 0) {\r\n if (model.generalInformation.dobStr && model.generalInformation.gender) {\r\n LEObject = {\r\n gender: Number(model.generalInformation.gender),\r\n age: this.calculateAge(model.generalInformation.dobStr),\r\n healthConditions: {\r\n HCC: model.healthInformation.HCC ? 1 : 0,\r\n HCCD: model.healthInformation.HCCD ? 1 : 0,\r\n HCHBP: model.healthInformation.HCHBP ? 1 : 0,\r\n HCHC: model.healthInformation.HCHC ? 1 : 0,\r\n HCT: model.healthInformation.HCT ? 1 : 0,\r\n HCT2D: model.healthInformation.HCT2D ? 1 : 0,\r\n }\r\n }\r\n }\r\n // console.log('button disable 04');\r\n // console.log(LEObject);\r\n } else if (index === 3) {\r\n if (model.maritalStatus.dobStr && model.maritalStatus.gender) {\r\n LEObject = {\r\n gender: Number(model.maritalStatus.gender),\r\n age: this.calculateAge(model.maritalStatus.dobStr),\r\n healthConditions: {\r\n HCC: model.maritalStatus.HCC ? 1 : 0,\r\n HCCD: model.maritalStatus.HCCD ? 1 : 0,\r\n HCHBP: model.maritalStatus.HCHBP ? 1 : 0,\r\n HCHC: model.maritalStatus.HCHC ? 1 : 0,\r\n HCT: model.maritalStatus.HCT ? 1 : 0,\r\n HCT2D: model.maritalStatus.HCT2D ? 1 : 0,\r\n }\r\n }\r\n }\r\n }\r\n\r\n if (LEObject && LEObject.gender && LEObject.age) {\r\n // console.log('button disable 05');\r\n this.globalService.getLE(LEObject)\r\n .subscribe(\r\n le => {\r\n if (index === 0) {\r\n // console.log('button disable 06');\r\n // console.log(le);\r\n this.clientModelV2.healthInformation.lifeExpectancy = le;\r\n this.min = Math.min(le, this.showAge);\r\n this.minAge = this.min;\r\n this.maxAge = 100 - this.minAge + 1;\r\n } else if (index === 3) {\r\n this.clientModelV2.maritalStatus.lifeExpectancy = le;\r\n if (this.clientModelV2.maritalStatus.dobStr) {\r\n const convertAge = new Date(this.clientModelV2.maritalStatus.dobStr);\r\n const timeDiff = Math.abs(Date.now() - convertAge.getTime());\r\n this.spouseShowAge = Math.floor((timeDiff / (1000 * 3600 * 24))/365);\r\n } \r\n \r\n this.SpouseMin = Math.min(le, this.spouseShowAge);\r\n this.spouseMinAge = this.SpouseMin;\r\n this.spouseMaxAge = 100 - this.spouseMinAge + 1;\r\n }\r\n\r\n if (this.client.clientProfile && firstLoad) {\r\n // console.log('button disable 07');\r\n this.setActiveErrorPage();\r\n }\r\n\r\n },\r\n error => { this.error = error; });\r\n }\r\n \r\n this.validateAllFields();\r\n }\r\n\r\n recalcLE(model, type) {\r\n\r\n if (model.dob) { // hack to check if it's a partner (clients dont have alive property)\r\n var LEObject;\r\n\r\n if (this.validateDate(model.dob, true) && model.gender) {\r\n LEObject = {\r\n gender: Number(model.gender),\r\n age: this.calculateAge(model.dob),\r\n healthConditions: {\r\n HCC: model.HCC ? 1 : 0,\r\n HCCD: model.HCCD ? 1 : 0,\r\n HCHBP: model.HCHBP ? 1 : 0,\r\n HCHC: model.HCHC ? 1 : 0,\r\n HCT: model.HCT ? 1 : 0,\r\n HCT2D: model.HCT2D ? 1 : 0,\r\n },\r\n }\r\n this.globalService.getLE(LEObject)\r\n .subscribe(\r\n le => {\r\n if (!type)\r\n model.LifeExpectancy = le;\r\n else if (type === 'client')\r\n this.clientModelV2.healthInformation.lifeExpectancy = le;\r\n },\r\n error => this.error = error);\r\n }\r\n } else {\r\n if (model.client && this.validateDate(model.client.DOB, true) && (model.client.GenderID || model.client.gender)) {\r\n LEObject = {\r\n gender: model.client.GenderID || model.client.gender,\r\n age: this.calculateAge(model.client.DOB),\r\n healthConditions: {\r\n HCC: model.clientProfile.HCC ? 1 : 0,\r\n HCCD: model.clientProfile.HCCD ? 1 : 0,\r\n HCHBP: model.clientProfile.HCHBP ? 1 : 0,\r\n HCHC: model.clientProfile.HCHC ? 1 : 0,\r\n HCT: model.clientProfile.HCT ? 1 : 0,\r\n HCT2D: model.clientProfile.HCT2D ? 1 : 0,\r\n },\r\n }\r\n\r\n this.globalService.getLE(LEObject)\r\n .subscribe(\r\n le => { model.clientProfile.LifeExpectancy = le },\r\n error => this.error = error);\r\n }\r\n }\r\n }\r\n\r\n assignLead(leadRelationshipId, advisor) {\r\n this.globalService.assignLead(leadRelationshipId, advisor.c.ID)\r\n .subscribe(\r\n resp => {\r\n this.snackBarService.add(\"Lead has been assigned to: \" + advisor.c.FirstName + ' ' + advisor.c.LastName, 0);\r\n this.close();\r\n },\r\n error => this.error = error);\r\n }\r\n\r\n formatDate(date) {\r\n date = new Date(date);\r\n return date > 1 / 1 / 1900 ? (date.getMonth() + 1) + '/' + date.getDate() + '/' + date.getFullYear() : '--';\r\n }\r\n\r\n handleEsc(e) {\r\n if (e.keyCode == 27) {\r\n this.close();\r\n }\r\n }\r\n\r\n onDateKeyUp(scenario) {\r\n if (scenario == 'client') {\r\n this.clientModelV2.generalInformation.dobStr = this.clientModelV2.generalInformation.dob?this.clientModelV2.generalInformation.dob.formatted:'';\r\n } else if (scenario == 'dateOfMarriage') {\r\n this.clientModelV2.maritalStatus.anniversaryStr = this.clientModelV2.maritalStatus.anniversary?this.clientModelV2.maritalStatus.anniversary.formatted:'';\r\n } else if (scenario == 'spouse') {\r\n this.clientModelV2.maritalStatus.dobStr = this.clientModelV2.maritalStatus.dob?this.clientModelV2.maritalStatus.dob.formatted:'';\r\n }\r\n }\r\n\r\n openRiskTolernaceModal(section) {\r\n //is form validated\r\n if(!this.riskToleranceQuestionnaire.invalid){\r\n if (section != 'done') {\r\n this.riskTolernaceSection = section\r\n }\r\n\r\n // if (section == 'riskToleranceQuestionnaire') {\r\n // this.riskTolernaceSection = 'riskToleranceQuestionnaire'\r\n // }\r\n // if (section == 'riskToleranceNames') {\r\n // this.riskTolernaceSection = 'riskToleranceNames'\r\n // }\r\n // if (section == 'riskToleranceAggrement') {\r\n // this.riskTolernaceSection = 'riskToleranceAggrement'\r\n // }\r\n // if (section == 'riskToleranceEmail') {\r\n // this.riskTolernaceSection = 'riskToleranceEmail'\r\n // }\r\n if (section == 'done') {\r\n if (this.riskToleranceQuestionnaire.value.toleranceOfRisk == '1') {\r\n this.isNotCandidate = true;\r\n } else {\r\n this.isNotCandidate = false;\r\n this.riskTolernaceSection = 'riskToleranceQuestionnaire';\r\n \r\n // update the user\r\n this.saveClientV2(this.clientModelV2, false, true, true);\r\n }\r\n\r\n }\r\n this.getPortfolioRecommendation();\r\n }\r\n\r\n }\r\n\r\n changedClientEmail(evt, scenario) {\r\n if (scenario == 'clientEmail') {\r\n this.isClientEmailChecked = evt.target.checked;\r\n if (this.isClientEmailChecked) {\r\n this.riskToleranceMail.get(\"txtEmailAddress\").setValidators([Validators.required, Validators.pattern('^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,4}$')]);\r\n this.riskToleranceMail.get(\"txtEmailAddress\").updateValueAndValidity();\r\n }\r\n } else {\r\n this.isClientEmailChecked = false;\r\n this.riskToleranceMail.get(\"txtEmailAddress\").setValidators([]);\r\n this.riskToleranceMail.get(\"txtEmailAddress\").updateValueAndValidity();\r\n }\r\n\r\n }\r\n\r\n canContinueRiskTolerance(page) {\r\n if (page == '2') {\r\n if (this.isChecked) {\r\n return true;\r\n } else {\r\n return false;\r\n }\r\n }\r\n\r\n }\r\n\r\n openADVPart2(){\r\n window.open(this.AssetManagementAdv2DocUrl, '_blank');\r\n //window.open('http://healthviewria.com/docs/report/HVAM-PART2A.pdf','_blank');\r\n }\r\n\r\n openRiskTolerancePDF(createClient: boolean = true) {\r\n //need to update the users risk tol\r\n this.saveClientV2(this.clientModelV2, false, true, false);\r\n if (createClient) {\r\n this.openRiskTolernaceModal('riskToleranceEmail')\r\n }\r\n\r\n if (!createClient && this.client && this.client.clientRiskTolerance && this.client.clientRiskTolerance.SignedAdvisoryAgreementDate > this.AssetManagementAgreementChangedDate) {\r\n this.saveClientV2(this.clientModelV2, false, true, false);\r\n }\r\n \r\n let Values = JSON.parse(localStorage.getItem('riskTolReportObject'));\r\n //need to modify/add fields to the HCValues now since it does not have the values from the first page (they could have also gone back to change them too before clicking the PDF button)\r\n //HC = 5 | LTC = 7 //why 7???? because SS is 6\r\n Values.Report.ReportTypeID = (this.isHCIllustration) ? 5 : 7;\r\n\r\n if(this.isHCIllustration){\r\n //healthcare\r\n Values.ReportHC.FrmPhase1Periods = this.getPhaseDiff(1);\r\n Values.ReportHC.FrmPhase1Rate = this.portfolioRecommendationObject.phase1Val || 0;\r\n Values.ReportHC.FrmPhase2Periods = this.getPhaseDiff(2);\r\n Values.ReportHC.FrmPhase2Rate = this.isRetired ? this.portfolioRecommendationObject.phase1Val || 0: this.portfolioRecommendationObject.phase2Val || 0;\r\n Values.ReportHC.FrmPhase3Rate = this.isRetired ? this.portfolioRecommendationObject.phase1Val || 0: this.portfolioRecommendationObject.phase2Val || 0;\r\n\r\n Values.ReportHC.FinancialObjectiveID = this.getNumber(this.riskToleranceQuestionnaire.value.financialObjective) || 0;\r\n Values.ReportHC.LevelOfInvestmentID = this.getNumber(this.riskToleranceQuestionnaire.value.levelOfInvestment) || 0;\r\n Values.ReportHC.LengthOfInvestmentID = this.getNumber(this.riskToleranceQuestionnaire.value.lengthOfInvestment) || 0;\r\n Values.ReportHC.ToleranceOfRiskID = this.getNumber(this.riskToleranceQuestionnaire.value.toleranceOfRisk) || 0;\r\n Values.ReportHC.NeedRedeemID = this.getNumber(this.riskToleranceQuestionnaire.value.isRedeemAccount) || 0;\r\n\r\n this.globalService.createReportHC(Values.Report, Values.ReportHC)\r\n .subscribe(\r\n resp => {\r\n this.snackBarService.add(\"Please wait while your risk tolerance healthcare report is being generated.\", 0);\r\n \r\n this.downloadReportRiskTolPDF(resp.ReportID, resp.AdvisorID, resp.ClientID, resp.CompanyCode, resp.ReportTypeID);\r\n },\r\n error => this.error = error);\r\n } else {\r\n //long term care\r\n Values.ReportLTC.FrmPhase1Periods = this.getPhaseDiff(1);\r\n Values.ReportLTC.FrmPhase1Rate = this.portfolioRecommendationObject.phase1Val || 0;\r\n Values.ReportLTC.FrmPhase2Periods = this.getPhaseDiff(2);\r\n Values.ReportLTC.FrmPhase2Rate = this.isRetired ? this.portfolioRecommendationObject.phase1Val || 0: this.portfolioRecommendationObject.phase2Val || 0;\r\n Values.ReportLTC.FrmPhase3Rate = this.isRetired ? this.portfolioRecommendationObject.phase1Val || 0: this.portfolioRecommendationObject.phase2Val || 0;\r\n\r\n Values.ReportLTC.FinancialObjectiveID = this.getNumber(this.riskToleranceQuestionnaire.value.financialObjective) || 0;\r\n Values.ReportLTC.LevelOfInvestmentID = this.getNumber(this.riskToleranceQuestionnaire.value.levelOfInvestment) || 0;\r\n Values.ReportLTC.LengthOfInvestmentID = this.getNumber(this.riskToleranceQuestionnaire.value.lengthOfInvestment) || 0;\r\n Values.ReportLTC.ToleranceOfRiskID = this.getNumber(this.riskToleranceQuestionnaire.value.toleranceOfRisk) || 0;\r\n Values.ReportLTC.NeedRedeemID = this.getNumber(this.riskToleranceQuestionnaire.value.isRedeemAccount) || 0;\r\n\r\n this.globalService.createReportLTC(Values.Report, Values.ReportLTC)\r\n .subscribe(\r\n resp => {\r\n this.snackBarService.add(\"Please wait while your risk tolerance long-term care report is being generated.\", 0);\r\n \r\n this.downloadReportRiskTolPDF(resp.ReportID, resp.AdvisorID, resp.ClientID, resp.CompanyCode, resp.ReportTypeID);\r\n },\r\n error => this.error = error);\r\n }\r\n }\r\n\r\n downloadReportRiskTolPDF(reportID, advisorID, clientID, orgID, reportTypeID) {\r\n this.loadingService.isLoading(true);\r\n let spouse = JSON.parse(this.client.clientProfile.Spouses);\r\n var ReportFields = { reportID, advisorID, clientID, orgID, ReportTypeID: reportTypeID, token: localStorage.getItem(\"bearer\"), retirementAge: this.client.clientProfile.RetirementAge, spouseRetirementAge: spouse[0].retirementAge || 0 };\r\n\r\n this.globalService.generateReport(ReportFields, this.client.client, ReportFields)\r\n .subscribe(\r\n resp => {\r\n this.loadingService.isLoading(false);\r\n },\r\n error => {\r\n this.error = error;\r\n this.loadingService.isLoading(false);\r\n });\r\n }\r\n\r\n getPhaseDiff(phase) {\r\n const clientAge = Number(this.calculateAge(this.client.client.DOB));\r\n const clientRetirementAge = Number(this.client.clientProfile.RetirementAge);\r\n const clientLE = Number(this.client.clientProfile.LifeExpectancy);\r\n const spouseAge = Number(this.calculateAge(this.client.clientProfile.Spouses[0].dob)) || 0;\r\n const spouseRetirementAge = Number(this.client.clientProfile.Spouses[0].retirementAge) || 0;\r\n const spouseLE = Number(this.client.clientProfile.Spouses[0].LifeExpectancy) || 0;\r\n console.log('getPhaseDiff');\r\n console.log(\r\n clientAge,\r\n clientRetirementAge,\r\n clientLE,\r\n spouseAge,\r\n spouseRetirementAge,\r\n spouseLE\r\n );\r\n\r\n if (spouseAge && spouseRetirementAge) {\r\n if (phase == 1)\r\n return Math.min(Math.max(0, clientRetirementAge - clientAge), Math.max(0, spouseRetirementAge - spouseAge));\r\n if (phase == 2)\r\n return Math.min(Math.max(0, clientLE - clientRetirementAge), Math.max(0, spouseLE - spouseRetirementAge));\r\n } else {\r\n if (phase == 1)\r\n return Math.max(0, clientRetirementAge - clientAge);\r\n if (phase == 2)\r\n return Math.max(0, clientLE - clientRetirementAge);\r\n }\r\n }\r\n\r\n downloadReport(e, report) {\r\n \r\n var reportID = report.reportID;\r\n var advisorID = report.advisorID;\r\n var clientID = report.clientID;\r\n var orgID = report.companyCode;\r\n var reportTypeID = report.reportTypeID;\r\n\r\n var ReportFields = { reportID, advisorID, clientID, orgID, reportTypeID, token: localStorage.getItem(\"bearer\") };\r\n this.snackBarService.add(`Downloading your ${Utils.formatReportTypeID(reportTypeID)} report`, 0);\r\n \r\n this.loadingService.isLoading(true);\r\n\r\n this.globalService.generateReport(ReportFields, report, ReportFields)\r\n .subscribe(\r\n resp => {\r\n this.loadingService.isLoading(false);\r\n },\r\n error => {\r\n this.error = error\r\n this.loadingService.isLoading(false);\r\n });\r\n }\r\n\r\n adjustAgreementSignedTime(evt) {\r\n console.log('this.clientModelV2.riskTolerance.hasSignedAgreement',this.clientModelV2.riskTolerance.hasSignedAgreement)\r\n\r\n if(!this.clientModelV2.riskTolerance.hasSignedAgreement){\r\n console.log('defined');\r\n this.isChecked = evt.target.checked;\r\n if (this.isChecked){\r\n console.log('defined2');\r\n this.lastClickedSignedAgreement = new Date().toLocaleString();\r\n\r\n }\r\n \r\n this.clientModelV2.riskTolerance.hasSignedAgreement = evt.target.checked;\r\n console.log('defined3', this.lastClickedSignedAgreement);\r\n console.log('defined4', this.clientModelV2.riskTolerance.hasSignedAgreement);\r\n }\r\n \r\n }\r\n canSaveRiskTolerance() {\r\n let isValid = true;\r\n if (this.riskToleranceMail.invalid) {\r\n isValid = false;\r\n }\r\n if (this.riskToleranceMail.value.accountType == '2') {\r\n isValid = isValid && this.validateString(this.riskToleranceMail.value.jointOwnerFirstName, true) && this.validateString(this.riskToleranceMail.value.jointOwnerLastName, true);\r\n if (this.riskToleranceMail.value.jointOwnerEmail) {\r\n isValid = isValid && this.validateEmail(this.riskToleranceMail.value.jointOwnerEmail, true);\r\n }\r\n }\r\n if (!this.portfolioRecommendationObject.isMarried && this.riskToleranceMail.value.accountType == '2') {\r\n isValid = isValid && this.isFinalAgreementChecked\r\n }\r\n return isValid;\r\n }\r\n adjustFinalAggrement(evt) {\r\n this.isFinalAgreementChecked = evt.target.checked;\r\n }\r\n\r\n getRiskTolPhaseAOrAn(phase): string {\r\n return ['Aggressive','Income & Growth', 'Income'].includes(phase) ? 'an' : 'a'\r\n }\r\n\r\n}\r\n","import { Injectable } from '@angular/core';\r\nimport { Observable } from 'rxjs/Observable';\r\nimport { Subject } from 'rxjs/Subject';\r\nimport { GlobalService } from '../../services/global.service';\r\n\r\n@Injectable()\r\nexport class ModalService {\r\n public modal$: Observable;\r\n private modalNameSubject: Subject;\r\n\r\n constructor(public global: GlobalService) {\r\n this.modalNameSubject = new Subject();\r\n this.modal$ = this.modalNameSubject.asObservable();\r\n }\r\n\r\n add(modalName: string, data?: any) {\r\n if (modalName == 'add-edit-client' || modalName == 'create-advisor' || modalName == 'risk-tolerance') {\r\n this.global.displayFAB = false;\r\n }\r\n\r\n var modalObj = {\r\n modalName: modalName || '',\r\n data: data || {}\r\n }\r\n this.modalNameSubject.next(modalObj);\r\n }\r\n\r\n // remove() {\r\n // this.selectedModal = {};\r\n // }\r\n\r\n // open() {\r\n // this.selectedModal.open();\r\n // }\r\n\r\n close(){\r\n var modalObj = {\r\n modalName: 'close-now',\r\n data: {}\r\n }\r\n this.modalNameSubject.next(modalObj);\r\n }\r\n\r\n\r\n \r\n\r\n\r\n \r\n}","module.exports = \":host {\\r\\n background-color: #262F34;\\r\\n height: 100%;\\r\\n color: #f5f5f5;\\r\\n}\\r\\n\\r\\n.sidebar-container {\\r\\n display: flex;\\r\\n height: 100%;\\r\\n width: 210px;\\r\\n position: relative;\\r\\n}\\r\\n\\r\\n.user-sidebar-container {\\r\\n /* width: 150px; */\\r\\n width: 100%;\\r\\n background-color: #f5f5f5;\\r\\n display: flex;\\r\\n flex-direction: column;\\r\\n text-align: center;\\r\\n padding: 10px 0 0 0;\\r\\n -webkit-animation-name: expandUserToPartial;\\r\\n animation-name: expandUserToPartial;\\r\\n -webkit-animation-duration: 0.5s;\\r\\n animation-duration: 0.5s;\\r\\n -webkit-animation-fill-mode: forwards;\\r\\n animation-fill-mode: forwards;\\r\\n}\\r\\n\\r\\n.full-width {\\r\\n /* width: 210px; */\\r\\n -webkit-animation-name: expandNavToFull;\\r\\n animation-name: expandNavToFull;\\r\\n -webkit-animation-duration: 0.5s;\\r\\n animation-duration: 0.5s;\\r\\n -webkit-animation-fill-mode: forwards;\\r\\n animation-fill-mode: forwards;\\r\\n -webkit-animation-timing-function: ease-in-out;\\r\\n animation-timing-function: ease-in-out;\\r\\n}\\r\\n\\r\\n.partial-width {\\r\\n /* width: 60px; */\\r\\n -webkit-animation-name: shrinkNavToPartial;\\r\\n animation-name: shrinkNavToPartial;\\r\\n -webkit-animation-duration: 0.5s;\\r\\n animation-duration: 0.5s;\\r\\n -webkit-animation-fill-mode: forwards;\\r\\n animation-fill-mode: forwards;\\r\\n min-width: 60px;\\r\\n}\\r\\n\\r\\n.user-sidebar-close {\\r\\n -webkit-animation-name: shrinkUser;\\r\\n animation-name: shrinkUser;\\r\\n -webkit-animation-duration: 0.5s;\\r\\n animation-duration: 0.5s;\\r\\n -webkit-animation-fill-mode: forwards;\\r\\n animation-fill-mode: forwards;\\r\\n}\\r\\n\\r\\n@-webkit-keyframes shrinkNavToPartial {\\r\\n 0% {\\r\\n width: 100%;\\r\\n overflow:hidden;\\r\\n }\\r\\n 100% {\\r\\n width: 0%;\\r\\n overflow:hidden;\\r\\n opacity: 1;\\r\\n }\\r\\n}\\r\\n\\r\\n@keyframes shrinkNavToPartial {\\r\\n 0% {\\r\\n width: 100%;\\r\\n overflow:hidden;\\r\\n }\\r\\n 100% {\\r\\n width: 0%;\\r\\n overflow:hidden;\\r\\n opacity: 1;\\r\\n }\\r\\n}\\r\\n\\r\\n@-webkit-keyframes expandUserToPartial {\\r\\n 0% {\\r\\n width: 0%;\\r\\n position: absolute;\\r\\n right: 0;\\r\\n overflow:hidden;\\r\\n opacity: 0;\\r\\n }\\r\\n 40% {\\r\\n opacity: 0;\\r\\n }\\r\\n 100% {\\r\\n width: 100%;\\r\\n left: 0;\\r\\n overflow:hidden;\\r\\n opacity: 1;\\r\\n }\\r\\n}\\r\\n\\r\\n@keyframes expandUserToPartial {\\r\\n 0% {\\r\\n width: 0%;\\r\\n position: absolute;\\r\\n right: 0;\\r\\n overflow:hidden;\\r\\n opacity: 0;\\r\\n }\\r\\n 40% {\\r\\n opacity: 0;\\r\\n }\\r\\n 100% {\\r\\n width: 100%;\\r\\n left: 0;\\r\\n overflow:hidden;\\r\\n opacity: 1;\\r\\n }\\r\\n}\\r\\n\\r\\n.na {\\r\\n cursor: not-allowed!important;\\r\\n}\\r\\n\\r\\n@-webkit-keyframes expandNavToFull {\\r\\n 0% {\\r\\n width: 80%;\\r\\n }\\r\\n 100% {\\r\\n width: 100%;\\r\\n }\\r\\n}\\r\\n\\r\\n@keyframes expandNavToFull {\\r\\n 0% {\\r\\n width: 80%;\\r\\n }\\r\\n 100% {\\r\\n width: 100%;\\r\\n }\\r\\n}\\r\\n\\r\\n.sidebar-visible {\\r\\n display: flex;\\r\\n}\\r\\n\\r\\n.sidebar-hidden {\\r\\n display: none;\\r\\n}\\r\\n\\r\\n.nav-item {\\r\\n margin: 10px;\\r\\n display: flex;\\r\\n justify-content: space-between;\\r\\n flex-direction: column;\\r\\n}\\r\\n\\r\\n.nav-item i {\\r\\n margin: 10px;\\r\\n width: 25px;\\r\\n height: 25px;\\r\\n align-items: center;\\r\\n justify-content: center;\\r\\n display: flex;\\r\\n}\\r\\n\\r\\n.nav-item a {\\r\\n margin: auto;\\r\\n width: 100%;\\r\\n color: #f5f5f5;\\r\\n text-decoration: none;\\r\\n display: flex;\\r\\n align-items: center;\\r\\n}\\r\\n\\r\\n.nav-item-child {\\r\\n background-color: #3b4348;\\r\\n}\\r\\n\\r\\n.nav-item-child i {\\r\\n font-size: 5px;\\r\\n margin-left: 25px!important;\\r\\n}\\r\\n\\r\\n.nav-item-child a {\\r\\n font-size: 10px!important;\\r\\n}\\r\\n\\r\\n.selected {\\r\\n background-color: #E58929;\\r\\n}\\r\\n\\r\\n.client-icon {\\r\\n width: 50px;\\r\\n height: 50px;\\r\\n opacity: 0.9;\\r\\n border-radius: 100%;\\r\\n}\\r\\n\\r\\n.client-image {\\r\\n display: flex;\\r\\n flex-direction: column;\\r\\n align-items: center;\\r\\n}\\r\\n\\r\\n.client-title {\\r\\n padding-top: 10px;\\r\\n font-size: 14px;\\r\\n color: #555;\\r\\n}\\r\\n\\r\\n.client-input {\\r\\n width: 100%;\\r\\n font-size: 12px;\\r\\n padding: 10px 0 0 0;\\r\\n display: flex;\\r\\n justify-content: space-between;\\r\\n align-items: center;\\r\\n}\\r\\n\\r\\n.client-input span {\\r\\n margin: 0 0 0 10px;\\r\\n color: #555;\\r\\n}\\r\\n\\r\\n.client-input input {\\r\\n width: 30px;\\r\\n border: none;\\r\\n background-color: #f5f5f5;\\r\\n border-bottom: 1px #555 solid;\\r\\n color: #555;\\r\\n text-align: center;\\r\\n outline: none;\\r\\n cursor: pointer;\\r\\n margin: 0 10px 0 0;\\r\\n}\\r\\n\\r\\n.sidebar-nav-container {\\r\\n overflow-y: auto;\\r\\n}\\r\\n\\r\\n/* @media only screen and (max-height: 1100px) {\\r\\n span {\\r\\n font-size: 3px;\\r\\n }\\r\\n} */\\r\\n\\r\\n\\r\\n\\r\\n\\r\\n/*# 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*/\"","module.exports = \"
\\r\\n USERNAME\\r\\n \\r\\n Most special characters (excluding ‘-’, ‘_’, ‘@’ and ‘.’) may not be used in your username.\\r\\n \\r\\n
\\r\\n Password must be between 8 - 20 characters and must contain at least one capital letter, one number and one symbol (i.e. #, $, etc.)\\r\\n
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\\r\\n Agent Agreement\\r\\n
\\r\\n
\\r\\n HEALTHVIEW SERVICES COST CALCULATOR\\r\\n \\r\\n AGENT AGREEMENT\\r\\n \\r\\n Please scroll down and read the license agreement below.\\r\\n \\r\\n If you agree to be bound by the terms of this agreement, you should check the box below\\r\\n indicating\\r\\n your agreement to the terms of this agreement. If you do not agree to be bound by the terms of\\r\\n this agreement, you should not check the box but you will not be able to access the system. To\\r\\n the extent that you have access to, or are using the system without having fully completed the\\r\\n registration process, you are hereby notified that your continued use of the system is subject\\r\\n to the terms and conditions of this agreement.\\r\\n \\r\\n HealthView has developed the HealthView Health Cost Calculator (the \\\"Calculator\\\"), an\\r\\n interactive\\r\\n software program which allows an individual to calculate the estimated future costs of health\\r\\n care for that individual using personal data entered into the Calculator and a database of\\r\\n treatment\\r\\n costs, government health insurance benefits and actuarial predictions of the likelihood of\\r\\n certain\\r\\n major health conditions.\\r\\n \\r\\n The Licensee, wishes to use the Calculator pursuant to the terms of this License\\r\\n Agreement.\\r\\n \\r\\n 1. License. HealthView hereby licenses the Licensee on a non-exclusive basis to use the\\r\\n Calculator\\r\\n for the term of this License Agreement on the terms and conditions set forth therein. Only the\\r\\n licensee is authorized to access the system unless HealthView agrees otherwise.\\r\\n \\r\\n 2. Access. HealthView will provide the Licensee with access to the Calculator on a 24\\r\\n hour basis\\r\\n through a password protected website and maintained by HealthView. Data may be input by the\\r\\n Licensee\\r\\n into the Calculator (\\\"Input\\\") and various computations and solutions (\\\"Output\\\") may be obtained,\\r\\n viewed, downloaded and reproduced by the Licensee as Reports and shared with Clients in\\r\\n accordance\\r\\n with a set of protocols provided by HealthView (the \\\"Instructions\\\"). HealthView has designed\\r\\n the Instructions and the system on which the Calculator resides to protect privacy of user and\\r\\n Client information, access to the Input and Output and to restrict unauthorized reproduction\\r\\n and use. The Licensee represents and warrants that the Licensee has obtained the prior approval\\r\\n of the Licensee's Firm to sign this Agreement and use the Calculator in the Licensee's business.\\r\\n The Licensee agrees to read and abide by the Instructions. Generation of the Input and sharing\\r\\n and other use of the Output are governed by the terms of this Agreement, the agreement between\\r\\n the Client and the Licensee's Firm, the agreement between the Licensee and the Licensee's Firm,\\r\\n the supervisory procedures of the Licensee's Firm and the laws and regulations governing the\\r\\n Licensee's business. HealthView has responsibility solely for the operation of the Calculator\\r\\n (including the protection of data as described herein). HealthView shall have no obligation or\\r\\n responsibility for the manner in which the Calculator is used by the Licensee or any client of\\r\\n any the Licensee or the Licensee's Firm, or for the suitability, advisability or manner, terms\\r\\n or conditions of any advice provided or investment or other product or service purchase or sale\\r\\n or decision made in connection with the use of the Calculator or to or with whom it is used,\\r\\n all of which supervisory and other responsibility shall be and reside with the Licensee and the\\r\\n Licensee's Firm.\\r\\n \\r\\n 3. Storage. The Calculator and the system in which it resides provide for optional\\r\\n storage of\\r\\n Input and Output. It is the responsibility of the Licensee to manage the use and storage of any\\r\\n Input or Output generated or obtained by the Licensee, including reproduction or other use and\\r\\n destruction when no longer needed. It is the responsibility of the Licensee to manage any stored\\r\\n data and to remove it should the Licensee cease to use the Calculator.\\r\\n \\r\\n 4. Fees. Use of the Calculator may be obtained by paying an annual fee in advance at the\\r\\n beginning\\r\\n of each twelve (12) months contract period by credit card or the annual license fee may be paid\\r\\n by a monthly fee by credit card.\\r\\n \\r\\n 5. Term and Termination. The term of this Agreement shall commence on the date first set \\r\\n forth above and shall continue for an initial term of twelve (12) months and thereafter shall continue \\r\\n from year to year unless written notice of termination is sent by either party not less than thirty (30) \\r\\n days prior to the annual renewal date or an initial term of one (1) month and thereafter shall continue \\r\\n from month to month unless written notice of termination is sent by either party not less than ten (10) \\r\\n days prior to the monthly renewal date.\\r\\n \\r\\n 6. Limitation of Liability. The Licensee acknowledges that HealthView is strictly a\\r\\n provider\\r\\n of software technology and services and is not in the business of providing securities broker\\r\\n dealer or investment advice or health advice or services, either directly or through or in\\r\\n connection\\r\\n with the Application. HealthView solely has responsibility for the operation of the Application.\\r\\n HealthView shall have no obligation or responsibility for the manner in which the Application\\r\\n is used by any Authorized Licensee or any client of any Licensee or Licensee's Firm, or for the\\r\\n suitability, advisability or manner, terms or conditions of any advice provided or investment\\r\\n or other product or service purchase or sale or decision made in connection with the use of the\\r\\n Application or to or with whom it is used, all of which supervisory and other responsibility\\r\\n shall be and reside with the Licensee and the Licensee's firm. The Licensee agrees to indemnify\\r\\n and hold harmless HealthView and its Affiliates from and against all, loss, liability, claim\\r\\n or expense associated with the utilization of the Application by the Licensee, the Licensee's\\r\\n Firm or any affiliate or any licensee, employee or consultant or client of or to the Licensee\\r\\n or the Licensee's firm.\\r\\n \\r\\n 7. Protected Information. HealthView shall comply with all U.S. and international Laws\\r\\n governing\\r\\n or relating to privacy, data security and the handling of data security breaches. All\\r\\n information\\r\\n pertaining to a former or current Licensee, customer or applicant of Licensee's Firm or the\\r\\n Licensee\\r\\n including but not limited to such person’s address, telephone number and other contact\\r\\n information,\\r\\n image, gender, age, social security number, account or other identifying numbers or attributes,\\r\\n and financial, health and insurance information, and other information about an individual,\\r\\n including\\r\\n the fact that the individual is or was a Licensee, customer or applicant of the Licensee or the\\r\\n Licensee's Firm (“Protected Information”) shall be deemed to be Confidential Information,\\r\\n subject\\r\\n to the obligations and restrictions set forth in this subsection and the Health Insurance\\r\\n Portability\\r\\n and Accountability Act of 1996 (“HIPAA”) requirements.\\r\\n \\r\\n 8. Limited Disclosure. HealthView shall not disclose Protected Information to any\\r\\n third-party\\r\\n or use any Protected Information (i) without the Licensee's Firm and the Licensee's prior\\r\\n written\\r\\n approval and (ii) only as permitted by Law, and then only to the extent necessary to carry out\\r\\n its obligations under this Agreement.\\r\\n \\r\\n 9. Indemnification\\r\\n \\r\\n 9.1 Violation of Laws or Regulations. At no expense to HealthView, the Licensee will\\r\\n defend,\\r\\n indemnify and hold harmless HealthView, its affiliates, and their respective successors,\\r\\n assigns,\\r\\n officers, directors and employees (collectively, “Indemnities”) from all damage, loss,\\r\\n liability,\\r\\n costs and expenses of any kind (including reasonable attorneys’ fees) (collectively, “Loss”)\\r\\n relating to or arising out of any claim or threatened claim that the use of the Application by\\r\\n the Licensee, or any of the Licensee's affiliates, and their respective successors, assigns,\\r\\n officers, directors and employees violates any laws or regulations relating to the purchase or\\r\\n sale of, or advice concerning, securities.\\r\\n \\r\\n 9.2 Notice. HealthView and the Licensee will give each other prompt written notice of any\\r\\n threat,\\r\\n warning or notice of any such claim or action. The indemnifying party will have the right to\\r\\n conduct the defense of any such claim or action and, consistent with the rights of the\\r\\n indemnified\\r\\n party hereunder, including all negotiations for its settlement; provided, however, that the\\r\\n indemnified\\r\\n party may participate in such defense or negotiations to protect its interests, at its expense\\r\\n using counsel of its choice.\\r\\n \\r\\n 10. Limitation of Liability.\\r\\n \\r\\n EACH PARTY’S LIABILITY FOR ANY LOSS OR DAMAGES, DIRECT OR INDIRECT, IN CONTRACT, TORT OR\\r\\n OTHERWISE,\\r\\n ARISING OUT OF THE SUBJECT MATTER OF THIS AGREEMENT SHALL BE LIMITED TO THOSE ACTUAL AND DIRECT\\r\\n DAMAGES WHICH ARE REASONABLY INCURRED BY THE INJURED PARTY AND CAUSED BY THE OTHER PARTY’S\\r\\n NEGLIGENCE,\\r\\n RECKLESSNESS, OR WILLFUL MISCONDUCT. IN NO EVENT WILL EITHER PARTY BE LIABLE FOR LOST PROFITS\\r\\n OR ANY INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, EXEMPLARY OR CONSEQUENTIAL DAMAGES OF ANY KIND,\\r\\n HOWSOEVER CAUSED, EVEN IF ADVISED OF THE POSSIBILITYOF SUCH DAMAGES. FURTHER, IN NO EVENT WILL\\r\\n HEALTHVIEW’S AGGREGATE LIABILITY TO ANY PARTY UNDER THIS AGREEMENT OR OTHERWISE EXCEED THE\\r\\n AMOUNT\\r\\n OF FEES PAID BY THAT PARTY TO HEALTHVIEW IN THE PRECEEDING TWELVE (12) MONTHS.\\r\\n \\r\\n 11. Disclaimer.\\r\\n \\r\\n HEALTHVIEW MAKES NO WARRANTY, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY\\r\\n IMPLIED WARRANTY\\r\\n OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR TITLE, IN CONNECTION WITH THE LICENSED\\r\\n SOFTWARE, THE DOCUMENTATION OR OTHERWISE, AND ANY SUCH WARRANTIES ARE SPECIFICALLY DISCLAIMED.\\r\\n \\r\\n 12. Force Majeure.\\r\\n \\r\\n Neither party will be liable for any delay or failure to perform its obligations\\r\\n hereunder to\\r\\n the extent caused by an event of natural disaster, pandemics, casualty, acts of God or public\\r\\n enemy, riots, terrorism, governmental acts or such other event of similar nature that is beyond\\r\\n the reasonable control of the party seeking to rely on this section to excuse its delay or\\r\\n failure.\\r\\n \\r\\n 13. Miscellaneous.\\r\\n \\r\\n 13.1 Notice. Notice hereunder shall be in writing and shall be deemed to have been duly\\r\\n given\\r\\n if mailed to the party to whom such notice is to be given at the address first set forth above\\r\\n or to such alternate address as shall have been previously communicated in writing.\\r\\n \\r\\n 13.2 Applicable Law and Forum. This Agreement shall be governed by and construed in\\r\\n accordance\\r\\n with the laws of the Commonwealth of Massachusetts, without regard to conflict of law\\r\\n principles.\\r\\n \\r\\n 13.3. Arbitration. All claims, controversies or disputes between the parties which arise\\r\\n out\\r\\n of or relate in any way to this agreement or a breach hereof and which the parties are unable\\r\\n to resolve informally shall be submitted to binding arbitration. Such arbitration shall be in\\r\\n accordance with and subject to the Commercial Arbitration Rules of the American Arbitration\\r\\n Association\\r\\n (“AAA”). Arbitration shall be conducted by a single arbitrator unless otherwise agreed upon by\\r\\n the parties. Arbitration shall take place in Boston, Massachusetts and the arbitrator(s) shall\\r\\n adhere to the laws of the Commonwealth of Massachusetts without regard to conflict of laws\\r\\n principles.\\r\\n The parties shall pay the costs of any arbitration held pursuant to this Section as the\\r\\n arbitrator(s)\\r\\n may direct. Arbitration shall be final and binding on the parties and judgment may be entered\\r\\n upon the award and may be enforced by appropriate judicial action in any state or federal court\\r\\n having jurisdiction thereof. In the event that a controversy is not resolved through\\r\\n arbitration,\\r\\n the parties hereby waive any right to a trial by jury in any action or proceeding to enforce\\r\\n or defend any rights under this Agreement and any other agreement delivered or which may in the\\r\\n future be delivered in connection herewith or therewith, and agree that any such action or\\r\\n proceeding\\r\\n shall be tried before a court and not before a jury.\\r\\n \\r\\n IN WITNESS WHEREOF, the parties have caused this Agreement to be executed and delivered\\r\\n by their\\r\\n respective duly authorized representatives.\\r\\n \\r\\n \\r\\n
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Billed Monthly
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Billed Annually
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Complete Package
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Build stronger client relationships with our complete guide to\\r\\n creating personalized reports. Each report features actuarial data projections and feature\\r\\n income solutions for clients and their spouses. This package includes Healthcare Cost\\r\\n Projection, Long-Term Care Cost Projection, Medicare Means Testing Optimization, and Social\\r\\n Security Optimization.
\\r\\n \\r\\n This chart compares all life expectancy possibilities from ages 70 through age 100 and compares, using a breakdown analysis,\\r\\n which of the three highlighted strategies would yield the highest lifetime household benefit given that life\\r\\n expectancy outcome. The break-even point is the age when the total Social Security income between retirement\\r\\n options becomes equivalent.\\r\\n \\r\\n
\\r\\n The client is projected to pay\\r\\n {{ssData.meansTestingLiteral ? ssData.meansTestingLiteral : \\\"$0\\\"}} in Medicare surcharges throughout retirement.\\r\\n Investing in non-MAGI affected products such as non-qualified annuities, Roth 401(k) and life insurance, may reduce\\r\\n or potentially eliminate these costs.\\r\\n Check out the\\r\\n Medicare Means Testing Application to learn more.\\r\\n
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\\r\\n \\r\\n You are not anticipated at this time to be subject to means testing surcharges, however, events such as the sale of the home, the sale of a business, or change in marital status, including becoming a widow or widower, may affect this. It is important to work with a financial professional who can address the potential concerns.\\r\\n \\r\\n
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\\r\\n\\r\\n\"","import { Component, OnInit, ViewChild, ElementRef } from '@angular/core';\r\nimport { Router } from '@angular/router';\r\nimport { GlobalService } from '../services/global.service';\r\nimport { ModalService } from '../shared/modal/modal.service';\r\nimport { SnackBarService } from '../shared/snackbar/snackbar.service';\r\nimport { LoadingService } from '../shared/loading/loading.service';\r\n\r\nimport { DomSanitizer, SafeHtml } from '@angular/platform-browser';\r\n\r\nimport Utils from '../shared/utility';\r\n\r\nimport * as shape from 'd3-shape';\r\nimport { formatCurrency } from '@angular/common';\r\n\r\n@Component({\r\n selector: 'app-social-security',\r\n templateUrl: './social-security.component.html',\r\n styleUrls: ['./social-security.component.css']\r\n})\r\nexport class SocialSecurityComponent implements OnInit {\r\n\r\n @ViewChild('illustrationDD') illustrationDD: ElementRef;\r\n\r\n public error: string;\r\n\r\n public client: any = {};\r\n public ssInputs: any = {};\r\n public ssData: any;\r\n\r\n public earliestVsAlternate: any;\r\n public comparisonGraph: any;\r\n\r\n public illustrationComparisons: any[];\r\n public selectedIllustration: any;\r\n public comparisonIllustration: any;\r\n\r\n public discountRate: number = 3;\r\n\r\n public clientMonthlyBenefitAmount: number = 0;\r\n public spouseMonthlyBenefitAmount: number = 0;\r\n\r\n public startPIA;\r\n public endPIA;\r\n public spouseStartPIA;\r\n public spouseEndPIA; \r\n\r\n public alternateMessage: string = \"This claim age is based on the user-inputted desired claim age above, and may be specific to the month of filing. If a number of months is listed after the year of age, the filing age is that many months past the beneficiary’s birthday. For example, “68 and 4 months” would be four months after the month in which they turn 68.\";\r\n public switchSurvivorMessage: string = `At Age 67, you will begin collecting survivor benefits based on your late spouse's earnings record. At age 70, you will switch to retirement benefits based on your own earnings record. Got questions? Check out the instructional video in the Info Center under \"Training Video Series\", call our support line at 800-969-6518, or click on the Support icon in the bottom-right of your screen to create a support ticket.`;\r\n public futureCostMessage: string = 'Selecting \"Todays Dollars\" will show benefits in the net present value, assuming an annual inflation rate based on the amount selected to the right. Selecting \"Future Dollars\" will show the actual projected benefit in the given year.';\r\n public inflationRateMessage: string = \"Enter the annual inflation rate being applied to projected future benefits when run in Today’s Dollars.\";\r\n public colaMessage: string = \"Cost-of-Living Adjustment (COLA) is the percentage change in benefits from year-to-year by the Social Security Administration. These adjustments are made to account for inflation on an annual basis. The default rates are consistent with the latest Social Security Trustee projections, but may be changed.\";\r\n public primaryInsuranceAmountMessage: string = \"Primary Insurance Amount is the monthly benefit the client will receive from Social Security at Full Retirement Age based on their earnings record. This amount is needed to project benefits throughout the client’s lifetime. This amount can be found at https://secure.ssa.gov/RIL/SiView.do.\";\r\n public primaryInsuranceAmountSurvivorMessage: string = \"This is the year at which the survivor benefit is initially collected. Benefits collected before Full Retirement Age may be reduced from the late spouse’s PIA, and will be subject to the Earnings Test for the survivor.\";\r\n \r\n public claimStatusMessage: string = \"If a client is already receiving Social Security benefits, selecting “yes” will appropriately restrict the strategies the output will suggest.\";\r\n public claimAgeMessage: string = \"You can adjust the claiming age to instantly show the results associated with any filing age. Enter in the age (by year and month) when claiming is desired. For someone considering filing three months after their 65th birthday, enter 65 for the “Year” and 3 for the “Month”. NOTE: Your claim age is adjusted to fit into Social Security filing age restrictions.\";\r\n public cashFlowMessage: string = \"This illustration shows expected Social Security benefits earned year-by-year. Note that the projections are shown for each spouse (if married) and that the “Net of Medicare” column shows totals after Medicare Part B premiums and any potential Medicare surcharges are deducted from benefits.\";\r\n\r\n public medicareDeductionsInfo: string = \"This is the amount that is withheld from gross Social Security benefits and automatically paid to Medicare. Amount will include Medicare Part B premiums, and may include Part B and D surcharges, if applicable.\";\r\n public netOfMedicareInfo: string = \"Net benefits after Medicare deductions are subtracted\";\r\n\r\n public breakEvenMessage: string = \"The break-even point (highlighted here in orange) is the age when the total Social Security income between retirement options becomes equivalent. If your longevity is in question, or you don’t have an immediate need for retirement benefits before FRA, you may want to make your choice based on what will generate the largest lifetime income within your broader retirement plan.\";\r\n public strategyComparisonMessage: string = \"Directly compare two of the three strategies with this drop-down menu. Remember that in this illustration, as well as the entire application and report, Earliest is in red, Alternate is in blue, and Optimal is in green.\";\r\n\r\n public survivorSwitchMessage: string = \"The year in which the client switches from collecting survivor benefits to their own retirement benefit. If the switch age is past their FRA. they will receive a benefit larger than their PIA.\";\r\n\r\n public survivorSwitchInfo: string = `Switch to Retirement Benefit Age\r\n
\r\n Those who have outlived a spouse (or qualifying ex-spouse) may be eligible for survivor benefits from Social Security as an alternative to their own retirement benefit. Survivors may begin collecting a survivor benefit as early as age 60 and subsequently change to their personal retirement benefit as late as age 70. Delaying the collection of this benefit can result in a higher monthly check.\r\n
\r\n Please keep in mind:\r\n
\r\n •\tBenefit amounts are affected by the timing of claims\r\n
- Claiming before one’s FRA may reduce monthly benefits\r\n
- Claiming after one’s FRA may increase potential benefits\r\n
\r\n •\tIn some cases, delaying a switch from survivor to personal benefits may not always be an improvement\r\n
- If a client’s retirement PIA is significantly smaller than that of their late spouse, the survivor benefit may always be the greater benefit\r\n
- Alternatively, someone with a relatively small survivor benefit may not wish to experience small Social Security benefits while waiting for their personal benefit to grow\r\n
\r\n •\tIt may take time for a personal benefit to grow larger than a survivor benefit\r\n
- For example, collecting survivor benefits at 67 and switching to personal benefits at 69 (two years of delayed retirement credits for collecting after FRA) may not be enough to boost the client’s PIA to an amount higher than the survivor benefit. However, collecting survivor benefits at 67 and switching at 70 (three years of delayed retirement credits) may provide enough of an increase to make the switch effective.\r\n
\"","import { Component, OnInit } from '@angular/core';\r\n\r\nimport { REPORTS } from '../models/reports';\r\n\r\n@Component({\r\n selector: 'app-view-reports',\r\n templateUrl: './view-reports.component.html',\r\n styleUrls: ['./view-reports.component.css']\r\n})\r\nexport class ViewReportsComponent implements OnInit {\r\n reports: any = REPORTS;\r\n\r\n constructor() { }\r\n\r\n ngOnInit() {\r\n }\r\n\r\n}\r\n","// The file contents for the current environment will overwrite these during build.\r\n// The build system defaults to the dev environment which uses `environment.ts`, but if you do\r\n// `ng build --env=prod` then `environment.prod.ts` will be used instead.\r\n// The list of which env maps to which file can be found in `angular-cli.json`.\r\n\r\nexport const environment = {\r\n production: false\r\n};\r\n","import { platformBrowserDynamic } from '@angular/platform-browser-dynamic';\r\nimport { enableProdMode } from '@angular/core';\r\nimport { environment } from './environments/environment';\r\nimport { AppModule } from './app/app.module';\r\n\r\nif (environment.production) {\r\n enableProdMode();\r\n}\r\n\r\nplatformBrowserDynamic().bootstrapModule(AppModule);\r\n"],"sourceRoot":""}
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