feat: implement cashier dashboard, dividend dashboards, share accounts views, and checker tasks
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/**
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* Copyright since 2025 Mifos Initiative
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*
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* This Source Code Form is subject to the terms of the Mozilla Public
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* License, v. 2.0. If a copy of the MPL was not distributed with this
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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import { Component, OnInit, inject } from '@angular/core';
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import { CommonModule } from '@angular/common';
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import { FormsModule } from '@angular/forms';
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import { MatIconModule } from '@angular/material/icon';
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import { catchError, of } from 'rxjs';
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import { CashierService } from '../cashier.service';
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interface RegisterRow {
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accountId: number;
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accountNo: string;
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section: 'SAVINGS' | 'FD' | 'RD' | 'SHARE';
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clientName: string | null;
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productName: string | null;
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status: string;
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openedOn: string | null;
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closedOn: string | null;
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/** True when this account was opened (or closed) on the very date being viewed. */
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openedOnDate: boolean;
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closedOnDate: boolean;
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/** The account's balance as it stood on the register's date, for every section. */
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balanceOnDate: number | null;
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currentBalance: number | null;
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sharesHeld?: number;
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}
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/**
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* Account register for one date: which accounts opened and closed that day, each account's balance
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* as it stood then, and what it holds now.
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*/
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@Component({
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selector: 'mifosx-account-register',
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templateUrl: './account-register.component.html',
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styleUrls: [
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'../cashier-shared.scss',
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'../day-book/day-book.component.scss',
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'./account-register.component.scss'
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],
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standalone: true,
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imports: [
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CommonModule,
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FormsModule,
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MatIconModule
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]
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})
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export class AccountRegisterComponent implements OnInit {
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private service = inject(CashierService);
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date = '';
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section: 'ALL' | 'SAVINGS' | 'FD' | 'RD' | 'SHARE' = 'ALL';
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search = '';
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/** Narrows to just the accounts that opened or closed on the chosen date. */
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movementOnly = false;
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rows: RegisterRow[] = [];
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openedCount = 0;
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closedCount = 0;
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totalBalanceOnDate = 0;
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totalCurrentBalance = 0;
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loading = false;
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loaded = false;
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errorMsg = '';
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readonly sections = [
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{ value: 'ALL', label: 'All accounts' },
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{ value: 'SAVINGS', label: 'Savings' },
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{ value: 'FD', label: 'Fixed Deposit' },
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{ value: 'RD', label: 'Recurring Deposit' },
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{ value: 'SHARE', label: 'Share' }
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];
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ngOnInit(): void {
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this.date = this.today();
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this.load();
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}
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/** Local date — toISOString() would shift the day in any timezone behind UTC. */
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private today(): string {
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const d = new Date();
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return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
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}
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load(): void {
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if (!this.date) return;
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this.loading = true;
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this.errorMsg = '';
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this.service
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.accountRegister(this.date, this.section)
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.pipe(
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catchError((err: any) => {
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this.errorMsg =
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err?.error?.errors?.[0]?.defaultUserMessage ??
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err?.error?.message ??
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'Could not load the account register.';
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return of(null);
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})
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)
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.subscribe((res: any) => {
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this.loading = false;
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this.loaded = true;
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this.rows = res?.accounts ?? [];
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this.openedCount = Number(res?.openedCount ?? 0);
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this.closedCount = Number(res?.closedCount ?? 0);
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this.totalBalanceOnDate = Number(res?.totalBalanceOnDate ?? 0);
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this.totalCurrentBalance = Number(res?.totalCurrentBalance ?? 0);
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});
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}
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shiftDate(days: number): void {
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const [
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y,
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m,
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d
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] = this.date.split('-').map(Number);
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const dt = new Date(y, m - 1, d + days);
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this.date = `${dt.getFullYear()}-${String(dt.getMonth() + 1).padStart(2, '0')}-${String(dt.getDate()).padStart(2, '0')}`;
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this.load();
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}
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goToday(): void {
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this.date = this.today();
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this.load();
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}
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/** Free-text narrowing over the rows already fetched — no round trip per keystroke. */
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get filteredRows(): RegisterRow[] {
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const base = this.movementOnly ? this.rows.filter((r) => r.openedOnDate || r.closedOnDate) : this.rows;
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const q = this.search.trim().toLowerCase();
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if (!q) return base;
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return base.filter((r) =>
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[
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r.accountNo,
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r.clientName,
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r.productName,
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r.status,
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r.section
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]
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.filter(Boolean)
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.some((v) => String(v).toLowerCase().includes(q))
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);
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}
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/** Totals for what is on screen, so a filter or search still reconciles. */
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get shownBalanceOnDate(): number {
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return this.filteredRows.reduce((s, r) => s + Number(r.balanceOnDate ?? 0), 0);
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}
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get shownCurrentBalance(): number {
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return this.filteredRows.reduce((s, r) => s + Number(r.currentBalance ?? 0), 0);
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}
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statusClass(status: string): string {
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switch (status) {
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case 'ACTIVE':
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return 'db-badge db-badge--ok';
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case 'CLOSED':
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case 'PREMATURELY CLOSED':
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case 'REJECTED':
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case 'WITHDRAWN':
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return 'db-badge db-badge--rejected';
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case 'SUBMITTED':
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case 'APPROVED':
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return 'db-badge db-badge--pending';
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default:
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return 'db-badge';
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}
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}
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exportCsv(): void {
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const header = [
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'Account No',
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'Section',
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'Client',
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'Product',
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'Status',
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'Opened On',
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'Closed On',
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`Balance on ${this.date}`,
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'Current Balance'
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];
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const lines = this.filteredRows.map((r) =>
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[
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r.accountNo,
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r.section,
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r.clientName ?? '',
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r.productName ?? '',
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r.status,
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r.openedOn ?? '',
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r.closedOn ?? '',
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r.balanceOnDate == null ? '' : String(r.balanceOnDate),
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String(r.currentBalance ?? 0)
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]
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// Quote every field and double embedded quotes: client names routinely contain commas.
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.map((v) => `"${String(v).replace(/"/g, '""')}"`)
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.join(',')
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);
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const csv = [
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header.join(','),
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...lines
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].join('\n');
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const blob = new Blob([csv], { type: 'text/csv;charset=utf-8;' });
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const url = URL.createObjectURL(blob);
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const a = document.createElement('a');
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a.href = url;
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a.download = `account-register-${this.date}.csv`;
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a.click();
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URL.revokeObjectURL(url);
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}
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/** Hands the page to the browser's print dialog; print styles drop the toolbar and filters. */
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printRegister(): void {
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window.print();
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}
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}
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