fix(inheritance-report): EFS fixes 4.06 (#15097)

* fix(inheritance-report): EFS fixes 4.06

* splitting up the overviews

* chore: nx format:write update dirty files

* required selection of application type

* tweaks

* format

* prepaid - overview

* application name

* revert

* more fixes

* taxfree overview

* text tweaks

---------

Co-authored-by: andes-it <builders@andes.is>
Co-authored-by: kodiakhq[bot] <49736102+kodiakhq[bot]@users.noreply.github.com>

libs/application/template-api-modules/src/lib/modules/templates/inheritance-report/utils/mappers.ts

@@ -92,6 +92,7 @@ export const expandAnswers = (
   caseNumber: string
 } => {
   return {
+    applicationFor: answers.applicationFor ?? '',
     applicant: answers.applicant,
     executors: {
       executor: {

libs/application/templates/inheritance-report/src/fields/CalculateShare/index.tsx

@@ -461,7 +461,7 @@ export const CalculateShare: FC<React.PropsWithChildren<FieldBaseProps>> = ({
           title={m.netProperty}
           value={roundedValueToNumber(netTotal)}
         />
-        <Box marginY={4}>
+        <Box>
           {deceasedWasInCohabitation && (
             <TitleRow
               title={m.assetsToShareSpouseShare}

libs/application/templates/inheritance-report/src/fields/HeirsAndPartitionRepeater/AdditionalHeir.tsx

@@ -22,9 +22,10 @@ import { hasYes } from '@island.is/application/core'
 import { Fragment, useEffect, useMemo } from 'react'
 import { EstateMember } from '../../types'
 import {
+  ESTATE_INHERITANCE,
   ErrorValue,
   PREPAID_INHERITANCE,
-  PrePaidHeirsRelationTypes,
+  RelationSpouse,
 } from '../../lib/constants'
 import { LookupPerson } from '../LookupPerson'
 import { HeirsAndPartitionRepeaterProps } from './types'
@@ -131,7 +132,7 @@ export const AdditionalHeir = ({
   }, [foreignCitizenship, requiresAdvocate])
 
   return (
-    <Box position="relative" key={field.id} marginTop={7}>
+    <Box position="relative" key={field.id} marginTop={3}>
       <Controller
         name={initialField}
         control={control}
@@ -284,8 +285,9 @@ export const AdditionalHeir = ({
                   />
                 </GridColumn>
               ) : customField.id === 'taxFreeInheritance' &&
-                currentHeir?.relation !==
-                  PrePaidHeirsRelationTypes.SPOUSE ? null : (
+                ((values.applicationFor === PREPAID_INHERITANCE &&
+                  currentHeir?.relation !== RelationSpouse) ||
+                  values.applicationFor === ESTATE_INHERITANCE) ? null : (
                 <GridColumn span={['1/2']} paddingBottom={2}>
                   <InputController
                     id={`${fieldIndex}.${customField.id}`}

libs/application/templates/inheritance-report/src/fields/HeirsAndPartitionRepeater/index.tsx

@@ -13,13 +13,12 @@ import {
   Text,
 } from '@island.is/island-ui/core'
 import { m } from '../../lib/messages'
-import * as kennitala from 'kennitala'
 import { formatCurrency } from '@island.is/application/ui-components'
 import { Answers, EstateMember, heirAgeValidation } from '../../types'
 import { AdditionalHeir } from './AdditionalHeir'
 import { getValueViaPath } from '@island.is/application/core'
 import { InputController } from '@island.is/shared/form-fields'
-import { format as formatNationalId } from 'kennitala'
+import { format as formatNationalId, info } from 'kennitala'
 import intervalToDuration from 'date-fns/intervalToDuration'
 import {
   formatPhoneNumber,
@@ -32,6 +31,7 @@ import {
   DEFAULT_TAX_FREE_LIMIT,
   PREPAID_INHERITANCE,
   PrePaidHeirsRelations,
+  RelationSpouse,
 } from '../../lib/constants'
 import DoubleColumnRow from '../../components/DoubleColumnRow'
 import ShareInput from '../../components/ShareInput'
@@ -47,12 +47,13 @@ export const HeirsAndPartitionRepeater: FC<
   const { customFields } = props
 
   const { formatMessage } = useLocale()
-  const { getValues, setError, setValue } = useFormContext()
+  const { getValues, setError, setValue, clearErrors } = useFormContext()
+  const values = getValues()
   const { fields, append, update, remove, replace } = useFieldArray({
     name: id,
   })
 
-  const values = getValues()
+  const isPrePaidApplication = answers.applicationFor === PREPAID_INHERITANCE
 
   const heirsRelations = (values?.heirs?.data ?? []).map((x: EstateMember) => {
     return x.relation
@@ -66,7 +67,7 @@ export const HeirsAndPartitionRepeater: FC<
         hasForeignCitizenship && birthDate
           ? intervalToDuration({ start: new Date(birthDate), end: new Date() })
               ?.years
-          : kennitala.info(member.nationalId)?.age
+          : info(member.nationalId)?.age
       return (
         (memberAge ?? 0) < 18 &&
         (member?.nationalId || birthDate) &&
@@ -78,7 +79,7 @@ export const HeirsAndPartitionRepeater: FC<
   const hasEstateMemberUnder18withoutRep = values.estate?.estateMembers?.some(
     (member: EstateMember) => {
       const advocateAge =
-        member.advocate && kennitala.info(member.advocate.nationalId)?.age
+        member.advocate && info(member.advocate.nationalId)?.age
       return (
         hasEstateMemberUnder18 &&
         member?.advocate?.nationalId &&
@@ -106,34 +107,29 @@ export const HeirsAndPartitionRepeater: FC<
     return [true, null]
   })
 
-  const { clearErrors } = useFormContext()
-
   const externalData = application.externalData.syslumennOnEntry?.data as {
     relationOptions: string[]
     inheritanceReportInfos: Array<InheritanceReportInfo>
   }
 
-  const estateData =
-    answers.applicationFor === PREPAID_INHERITANCE
-      ? undefined
-      : getEstateDataFromApplication(application)
-
-  const inheritanceTaxFreeLimit =
-    answers.applicationFor === PREPAID_INHERITANCE
-      ? 0
-      : externalData?.inheritanceReportInfos?.[0]?.inheritanceTax
-          ?.taxExemptionLimit ?? DEFAULT_TAX_FREE_LIMIT
-
-  const relations =
-    answers.applicationFor === PREPAID_INHERITANCE
-      ? PrePaidHeirsRelations.map((relation) => ({
-          value: relation.value,
-          label: formatMessage(relation.label),
-        }))
-      : externalData?.relationOptions?.map((relation) => ({
-          value: relation,
-          label: relation,
-        })) || []
+  const estateData = isPrePaidApplication
+    ? undefined
+    : getEstateDataFromApplication(application)
+
+  const inheritanceTaxFreeLimit = isPrePaidApplication
+    ? 0
+    : externalData?.inheritanceReportInfos?.[0]?.inheritanceTax
+        ?.taxExemptionLimit ?? DEFAULT_TAX_FREE_LIMIT
+
+  const relations = isPrePaidApplication
+    ? PrePaidHeirsRelations.map((relation) => ({
+        value: formatMessage(relation.label),
+        label: formatMessage(relation.label),
+      }))
+    : externalData?.relationOptions?.map((relation) => ({
+        value: relation,
+        label: relation,
+      })) || []
 
   const error =
     ((errors as any)?.heirs?.data || (errors as any)?.heirs?.total) ?? []
@@ -177,11 +173,10 @@ export const HeirsAndPartitionRepeater: FC<
 
   const updateValues = useCallback(
     (updateIndex: string, value: number, index?: number) => {
-      const isPrePaid = answers.applicationFor === PREPAID_INHERITANCE
       const numValue = isNaN(value) ? 0 : value
       const percentage = numValue > 0 ? numValue / 100 : 0
       const heirs = getValues()?.heirs?.data as EstateMember[]
-      let currentHeir = isPrePaid
+      let currentHeir = isPrePaidApplication
         ? heirs[index ?? 0]
         : (getValueViaPath(answers, updateIndex) as EstateMember)
 
@@ -195,20 +190,15 @@ export const HeirsAndPartitionRepeater: FC<
 
       // currently we can only check if heir is spouse by relation string value...
       const spouse = (heirs ?? []).filter(
-        (heir) =>
-          heir.enabled &&
-          (heir.relation === 'Maki' ||
-            heir.relation.toLowerCase() === 'spouse'),
+        (heir) => heir.enabled && heir.relation === RelationSpouse,
       )
 
       let isSpouse = false
 
       // it is not possible to select more than one spouse but for now we will check for it anyway
       if (spouse.length > 0) {
-        if (isPrePaid) {
-          isSpouse =
-            currentHeir?.relation === 'Maki' ||
-            currentHeir?.relation.toLowerCase() === 'spouse'
+        if (isPrePaidApplication) {
+          isSpouse = currentHeir?.relation === RelationSpouse
         } else {
           spouse.forEach((currentSpouse) => {
             isSpouse =
@@ -217,7 +207,7 @@ export const HeirsAndPartitionRepeater: FC<
         }
       }
 
-      const netPropertyForExchange = isPrePaid
+      const netPropertyForExchange = isPrePaidApplication
         ? getPrePaidTotalValueFromApplication(application)
         : valueToNumber(getValueViaPath(answers, 'netPropertyForExchange'))
 
@@ -268,11 +258,6 @@ export const HeirsAndPartitionRepeater: FC<
     initialLoad()
   }, [heirsRelations, initialLoad])
 
-  useEffect(() => {
-    initialLoad()
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [])
-
   useEffect(() => {
     if (!hasEstateMemberUnder18) {
       clearErrors(heirAgeValidation)
@@ -297,24 +282,21 @@ export const HeirsAndPartitionRepeater: FC<
       (estateData as any)?.inheritanceReportInfo?.heirs &&
       !(application.answers as any)?.heirs?.hasModified
     ) {
-      // Keeping this in for now, it may not be needed, will find out later
       const heirsData = (estateData as any)?.inheritanceReportInfo?.heirs?.map(
         (heir: any) => {
           return {
             ...heir,
-            phone: heir.phone ? formatPhoneNumber(heir.phone) : '', //Remove all non-digit characters and keep the last 7 digits
+            phone: heir.phone ? formatPhoneNumber(heir.phone) : '',
             initial: true,
             enabled: true,
           }
         },
       )
-      // ran into a problem with "append", as it appeared to be getting called multiple times
-      // despite checking on the length of the fields
-      // so now using "replace" instead, for the initial setup
+      // ran into a problem with "append" as it appeared to be called multiple times
+      // using "replace" instead, for the initial setup
       replace(heirsData)
       setValue('heirs.hasModified', true)
     }
-    // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [])
 
   return (
@@ -595,7 +577,6 @@ export const HeirsAndPartitionRepeater: FC<
         [] as JSX.Element[],
       )}
       {fields.map((member: GenericFormField<EstateMember>, index) => {
-        console.log(error, 'errrrrr')
         if (member.initial) return null
         return (
           <Box key={member.id}>

libs/application/templates/inheritance-report/src/fields/HeirsOverview/index.tsx

@@ -5,16 +5,27 @@ import { FieldBaseProps } from '@island.is/application/types'
 import { InheritanceReport } from '../../lib/dataSchema'
 import { m } from '../../lib/messages'
 import { formatCurrency } from '@island.is/application/ui-components'
+import { format as formatNationalId } from 'kennitala'
+import {
+  ESTATE_INHERITANCE,
+  PREPAID_INHERITANCE,
+  RelationSpouse,
+} from '../../lib/constants'
 
 export const HeirsOverview: FC<React.PropsWithChildren<FieldBaseProps>> = ({
   application,
 }) => {
-  const heirs = (application.answers as InheritanceReport).heirs?.data
+  const { answers } = application
+  const heirs = (answers as InheritanceReport).heirs?.data
   const { formatMessage } = useLocale()
 
   return (
     <Box>
       {heirs?.map((heir, index) => {
+        const showTaxFree =
+          answers.applicationFor === ESTATE_INHERITANCE ||
+          (answers.applicationFor === PREPAID_INHERITANCE &&
+            heir.relation === RelationSpouse)
         if (!heir.enabled) return null
 
         return (
@@ -25,7 +36,7 @@ export const HeirsOverview: FC<React.PropsWithChildren<FieldBaseProps>> = ({
             <Box display="flex" marginBottom={2}>
               <Box width="half">
                 <Text variant="h4">{formatMessage(m.nationalId)}</Text>
-                <Text>{heir.nationalId}</Text>
+                <Text>{formatNationalId(heir.nationalId ?? '')}</Text>
               </Box>
               <Box width="half">
                 <Text variant="h4">{formatMessage(m.name)}</Text>
@@ -55,24 +66,45 @@ export const HeirsOverview: FC<React.PropsWithChildren<FieldBaseProps>> = ({
               </Box>
             </Box>
             <Box display={'flex'} marginBottom={2}>
-              <Box width="half">
-                <Text variant="h4">{formatMessage(m.taxFreeInheritance)}</Text>
-                <Text>
-                  {formatCurrency(String(heir.taxFreeInheritance || '0'))}
-                </Text>
-              </Box>
               <Box width="half">
                 <Text variant="h4">{formatMessage(m.inheritanceAmount)}</Text>
                 <Text>{formatCurrency(String(heir.inheritance || '0'))}</Text>
               </Box>
+              {showTaxFree ? (
+                <Box width="half">
+                  <Text variant="h4">
+                    {formatMessage(m.taxFreeInheritance)}
+                  </Text>
+                  <Text>
+                    {formatCurrency(String(heir.taxFreeInheritance || '0'))}
+                  </Text>
+                </Box>
+              ) : (
+                <Box width="half">
+                  <Text variant="h4">
+                    {formatMessage(m.taxableInheritance)}
+                  </Text>
+                  <Text>
+                    {formatCurrency(String(heir.taxableInheritance || '0'))}
+                  </Text>
+                </Box>
+              )}
             </Box>
-            <Box display={'flex'} marginBottom={2}>
-              <Box width="half">
-                <Text variant="h4">{formatMessage(m.taxableInheritance)}</Text>
-                <Text>
-                  {formatCurrency(String(heir.taxableInheritance || '0'))}
-                </Text>
-              </Box>
+            <Box
+              display={'flex'}
+              marginBottom={2}
+              flexDirection={showTaxFree ? 'rowReverse' : 'row'}
+            >
+              {showTaxFree && (
+                <Box width="half">
+                  <Text variant="h4">
+                    {formatMessage(m.taxableInheritance)}
+                  </Text>
+                  <Text>
+                    {formatCurrency(String(heir.taxableInheritance || '0'))}
+                  </Text>
+                </Box>
+              )}
               <Box width="half">
                 <Text variant="h4">{formatMessage(m.inheritanceTax)}</Text>
                 <Text>
@@ -90,7 +122,7 @@ export const HeirsOverview: FC<React.PropsWithChildren<FieldBaseProps>> = ({
                     <Text variant="h4">
                       {formatMessage(m.advocateNationalId)}
                     </Text>
-                    <Text>{heir.advocate.nationalId}</Text>
+                    <Text>{formatNationalId(heir.advocate.nationalId)}</Text>
                   </Box>
                   <Box width="half">
                     <Text variant="h4">{formatMessage(m.advocateName)}</Text>

libs/application/templates/inheritance-report/src/forms/form.ts

@@ -1,13 +1,5 @@
-import {
-  YES,
-  buildCheckboxField,
-  buildForm,
-  buildMultiField,
-  buildSection,
-  buildSubmitField,
-} from '@island.is/application/core'
-import { m } from '../lib/messages'
-import { DefaultEvents, Form, FormModes } from '@island.is/application/types'
+import { buildForm } from '@island.is/application/core'
+import { Form, FormModes } from '@island.is/application/types'
 import { assets } from './sections/assets'
 import { debtsAndFuneralCost } from './sections/debtsAndFuneralCost'
 import { heirs } from './sections/heirs'
@@ -19,7 +11,6 @@ import { preSelection } from './sections/applicationTypeSelection'
 import { prePaidHeirs } from './sections/prepaidInheritance/heirs'
 import { inheritanceExecutor } from './sections/prepaidInheritance/inheritanceExecutor'
 import { inheritance } from './sections/prepaidInheritance/inheritance'
-import { prepaidOverview } from './sections/prepaidInheritance/overview'
 import { finalStep } from './sections/finalStep'
 import { prePaidApplicant } from './sections/prepaidInheritance/applicant'
 
@@ -35,7 +26,6 @@ export const prepaidInheritanceForm: Form = buildForm({
     inheritance,
     assets,
     prePaidHeirs,
-    prepaidOverview,
     finalStep,
   ],
 })