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 { ActivatedRoute } from '@angular/router';
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import { catchError, of } from 'rxjs';
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import { CashierService } from '../cashier.service';
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interface BranchDay {
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id: number;
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officeId: number;
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officeName: string | null;
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businessDate: string;
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openedByName: string | null;
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openedAt: string | null;
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openingCash: number | null;
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closedByName: string | null;
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closedAt: string | null;
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closingCash: number | null;
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bookCash: number | null;
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cashDifference: number | null;
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forceClosed: boolean;
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forceCloseReason: string | null;
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remarks: string | null;
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status: 'OPEN' | 'CLOSED';
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/** Only present on the missed-close list. */
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daysOpen?: number;
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}
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/**
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* Branch day register — opening and closing the branch's business day, and the list of days that
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* were opened and never closed.
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*
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* A day left open is not a tidiness problem: its closing balance never carries forward, a
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* back-dated entry can still land in it, and any cash difference on that date goes unnoticed.
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*/
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@Component({
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selector: 'mifosx-branch-day',
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templateUrl: './branch-day.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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'./branch-day.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 BranchDayComponent implements OnInit {
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private service = inject(CashierService);
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private route = inject(ActivatedRoute);
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/**
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* Set from the route: the missed-close register is the same data as the day register, shown with
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* only the never-closed days. Two menu entries used to point at one screen, so choosing "Missed
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* Close Register" looked like nothing had happened whenever the branch was up to date.
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*/
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missedOnly = false;
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days: BranchDay[] = [];
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missed: BranchDay[] = [];
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openDay: any = null;
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today = '';
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/** Set by the backend from the caller's roles — a cashier may read the register but not act on it. */
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canOperate = false;
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loading = false;
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loaded = false;
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errorMsg = '';
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successMsg = '';
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// Open-day form
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showOpenForm = false;
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openDate = '';
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openingCash: number | null = null;
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opening = false;
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// Close-day form. The date is fixed by which day is being closed, never typed.
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closeTarget: BranchDay | null = null;
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closingCash: number | null = null;
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closeRemarks = '';
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forceReason = '';
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closing = false;
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ngOnInit(): void {
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this.missedOnly = !!this.route.snapshot.data['missedOnly'];
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this.load();
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}
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load(): void {
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this.loading = true;
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this.errorMsg = '';
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this.service
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.branchDayRegister()
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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 ?? err?.error?.message ?? 'Could not load the day 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.days = res?.days ?? [];
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this.openDay = res?.openDay ?? null;
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this.today = res?.today ?? '';
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this.canOperate = !!res?.canOperate;
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this.openDate = this.today;
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});
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this.service
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.branchDayMissed()
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.pipe(catchError(() => of(null)))
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.subscribe((res: any) => {
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this.missed = res?.missed ?? [];
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});
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}
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/** True when the branch has no open day at all, so today can be opened. */
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get canOpenToday(): boolean {
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return this.canOperate && !this.openDay;
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}
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startOpen(): void {
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this.showOpenForm = true;
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this.openDate = this.today;
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// Left blank on purpose: the backend carries yesterday's closing forward, and typing a figure
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// over it is how a carried balance drifts.
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this.openingCash = null;
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this.successMsg = '';
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this.errorMsg = '';
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}
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cancelOpen(): void {
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this.showOpenForm = false;
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}
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submitOpen(): void {
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if (!this.openDate) return;
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this.opening = true;
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this.errorMsg = '';
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this.service
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.openBranchDay(this.openDate, this.openingCash ?? undefined)
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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 ?? err?.error?.message ?? 'Could not open the day.';
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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.opening = false;
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if (res) {
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this.showOpenForm = false;
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this.successMsg = `Business day ${res.businessDate} opened.`;
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this.load();
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}
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});
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}
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/** The day's expected figure and the working behind it, fetched when the close form opens. */
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preview: any = null;
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previewLoading = false;
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startClose(day: BranchDay): void {
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this.closeTarget = day;
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this.closingCash = null;
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this.closeRemarks = '';
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this.forceReason = '';
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this.successMsg = '';
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this.errorMsg = '';
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this.preview = null;
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// Pre-fill the counted figure with what the books expect. It stays editable — the day is still
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// closed on what was physically counted — but in the ordinary case where the drawer tallies
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// there is nothing to type, and no chance of a slip of the keyboard inventing a difference.
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this.previewLoading = true;
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this.service
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.branchDayClosePreview(day.businessDate)
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.pipe(catchError(() => of(null)))
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.subscribe((res: any) => {
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this.previewLoading = false;
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this.preview = res;
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if (res?.expectedCash != null && this.closingCash == null) {
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this.closingCash = Number(res.expectedCash);
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}
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});
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}
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/** Difference the form would record right now, so it is visible before saving. */
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get liveDifference(): number | null {
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if (!this.preview || this.closingCash == null) return null;
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return Number(this.closingCash) - Number(this.preview.expectedCash ?? 0);
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}
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/** Puts the expected figure back after an edit. */
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useExpected(): void {
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if (this.preview?.expectedCash != null) {
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this.closingCash = Number(this.preview.expectedCash);
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}
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}
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cancelClose(): void {
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this.closeTarget = null;
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}
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/** A date earlier than today is a late close, and has to say why it was left open. */
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get isLateClose(): boolean {
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return !!this.closeTarget && this.closeTarget.businessDate < this.today;
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}
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get canSubmitClose(): boolean {
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if (!this.closeTarget || this.closingCash == null || this.closing) return false;
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return !this.isLateClose || !!this.forceReason.trim();
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}
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submitClose(): void {
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const day = this.closeTarget;
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if (!day || this.closingCash == null) return;
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this.closing = true;
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this.errorMsg = '';
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this.service
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.closeBranchDay(
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day.businessDate,
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Number(this.closingCash),
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this.closeRemarks.trim() || undefined,
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this.isLateClose ? this.forceReason.trim() : undefined
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)
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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 ?? err?.error?.message ?? 'Could not close the day.';
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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.closing = false;
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if (res) {
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this.closeTarget = null;
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const diff = Number(res.cashDifference ?? 0);
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this.successMsg =
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diff === 0
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? `Business day ${res.businessDate} closed — cash tallied.`
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: `Business day ${res.businessDate} closed with a difference of ₹${diff.toFixed(2)}.`;
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this.load();
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}
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});
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}
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/** Short/excess wording, since a bare signed number reads ambiguously on a cash figure. */
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differenceLabel(d: number | null): string {
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if (d == null) return '—';
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const n = Number(d);
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if (n === 0) return 'Tallied';
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return n > 0 ? `Excess ₹${Math.abs(n).toFixed(2)}` : `Short ₹${Math.abs(n).toFixed(2)}`;
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}
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stamp(iso: string | null): string {
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if (!iso) return '—';
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const [
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d,
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t
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] = iso.split('T');
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return t ? `${d} ${t.slice(0, 5)}` : d;
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}
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timeOnly(iso: string | null): string {
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if (!iso) return '—';
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const t = iso.split('T')[1];
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return t ? t.slice(0, 5) : '—';
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}
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}
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