settings

Imported from TaxMyself-dev/TaxMyself (frontend/src/app/pages/settings/AGENTS.md). Install upstream with npx skills add TaxMyself-dev/TaxMyself --skill settings. Copyright stays with the author.

Purpose

Account/profile settings hub: tabbed page for editing personal details, spouse details, children, businesses, category customization, and (feature-flagged) open-banking account permissions/consent management.

Key entities/files

• settings.page.ts — SettingsPage (standalone component, no module.ts — routed directly via loadComponent in app-routing.module.ts). Owns per-tab reactive forms (personalFormGroup, spouseFormGroup, childrenFormArray, businessesFormArray, addBusinessFormGroup, addPermissionFormGroup) and tab visibility driven by AccessService.getFeatureState.
• settings.page.html / .scss — tabbed layout (personal / businesses / categories / permissions).
• my-categories-tab/my-categories-tab.component.ts(+html/scss) — child component for the "הקטגוריות שלי" tab; manages user category/subcategory rules (UserCategoryGroup, UserRuleRow) — custom recognition %, VAT %, tax %, equipment flag, comment-pattern rules per category/subcategory.

Main flows

• Personal / spouse details: forms patched from AuthService.getUserDataFromLocalStorage() + refreshed via AuthService.restoreUserData(); updatePersonalDetails/updateSpouseDetails PATCH via AuthService.updateUser.
• Children: loadChildren/updateChildrenDetails/confirmDeleteChild via AuthService.getChildren/updateChildren/deleteChild, backed by a dynamic childrenFormArray.
• Businesses: loadBusinesses/saveBusiness/openAddBusinessModal+submitAddBusiness/deleteBusiness all delegate to GenericService (loadBusinessesFromServer, createBusiness, updateBusiness, deleteBusiness, backed by a dynamic businessesFormArray synced to the Business[] signal.
• Categories tab: delegated entirely to MyCategoriesTabComponent.
• Permissions tab ("ניהול הרשאות וחשבונות", access-gated by AppFeature.OPEN_BANKING_PERMISSIONS_TAB"): fetchMyPermissions/grantViewPermissionviaMyPermissionsService(view-permission grants to other users), and account-source management —fetchAccountSources/onPullSourceviaTransactionsService.getSourcesWithTypesandSyncStatusService.retrySource(per-source manual transaction pull retry), rendered throughGenericTableComponent`.
• Date handling helpers (stringToDate/toDisplayDate/toApiDate/dateToApiString) convert between dd-mm-yyyy display strings, Date objects (form controls), and yyyy-mm-dd API strings.

Related topics

• Backend: auth (user/spouse/children CRUD), business (business CRUD), transactions (account sources, retry-source), delegation (view-permission grants via MyPermissionsService).
• Frontend shared: category-management is a related but separate topic — my-categories-tab here is settings-local category rule editing, not the same component as shared category-management.
• Frontend pages: transactions (via TransactionsService for account sources).