feat: implement cashier dashboard, dividend dashboards, share accounts views, and checker tasks
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@@ -113,6 +113,146 @@ export class CashierService {
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const params = new HttpParams().set('date', date);
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return this.http.get('/cashreports/closing', { params });
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}
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/**
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* Every voucher raised on one date — deposits, withdrawals, disbursements, collections and
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* bank transfers in a single list, with the day's credit and debit totals.
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*/
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dayBook(date: string, side?: 'CR' | 'DR', status?: string): Observable<any> {
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let params = new HttpParams().set('date', date);
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if (side) params = params.set('side', side);
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if (status) params = params.set('status', status);
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return this.http.get('/cashreports/day-book', { params });
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}
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// ── Voucher physical verification & attachments ──
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// The voucher number always travels in the body or a query parameter, never as a path segment:
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// numbers are formatted CR/001/2108/0001 and Spring Security's strict firewall rejects the
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// encoded slashes with a 400 before the request reaches the resource.
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/** Records the outcome of checking a voucher against the paper slip. */
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verifyVoucher(
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voucherNo: string,
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status: 'VERIFIED' | 'EXCEPTION',
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slipAmount?: number,
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remarks?: string
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): Observable<any> {
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return this.http.post('/vouchers/verify', {
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voucherNo,
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status,
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slipAmount: slipAmount != null ? String(slipAmount) : null,
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remarks: remarks ?? null,
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locale: 'en'
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});
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}
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uploadVoucherAttachment(
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voucherNo: string,
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fileName: string,
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contentType: string,
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fileData: string,
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description?: string
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): Observable<any> {
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return this.http.post('/vouchers/attachments', {
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voucherNo,
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fileName,
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contentType,
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fileData,
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description: description ?? null
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});
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}
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listVoucherAttachments(voucherNo: string): Observable<any> {
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const params = new HttpParams().set('voucherNo', voucherNo);
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return this.http.get('/vouchers/attachments', { params });
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}
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deleteVoucherAttachment(id: number): Observable<any> {
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return this.http.delete(`/vouchers/attachments/${id}`);
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}
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/** Fetched as a blob through HttpClient so the interceptor's auth header travels with it. */
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downloadVoucherAttachment(id: number): Observable<Blob> {
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return this.http.get(`/vouchers/attachments/${id}/download`, { responseType: 'blob' });
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}
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/**
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* Flagged vouchers awaiting (or carrying) a conclusion. Not scoped to a date — an exception
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* raised on Friday still needs answering on Monday.
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*/
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voucherExceptions(status: 'OPEN' | 'RESOLVED' | 'ALL' = 'OPEN'): Observable<any> {
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const params = new HttpParams().set('status', status);
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return this.http.get('/vouchers/exceptions', { params });
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}
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/** Closes an exception. Manager / head cashier only, and a supporting document must exist. */
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resolveVoucherException(voucherNo: string, resolutionStatus: string, resolutionNotes: string): Observable<any> {
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return this.http.post('/vouchers/exceptions/resolve', { voucherNo, resolutionStatus, resolutionNotes });
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}
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/**
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* Account register for one date: what opened and closed that day, each account's balance as it
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* stood then, and what it holds now.
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*/
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accountRegister(date: string, section?: string): Observable<any> {
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let params = new HttpParams().set('date', date);
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if (section && section !== 'ALL') params = params.set('section', section);
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return this.http.get('/accountregister', { params });
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}
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// ── Branch day register ──
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/** The branch's day register, plus which day is currently open. Defaults to the caller's office. */
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branchDayRegister(officeId?: number, limit?: number): Observable<any> {
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let params = new HttpParams();
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if (officeId) params = params.set('officeId', String(officeId));
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if (limit) params = params.set('limit', String(limit));
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return this.http.get('/branchday', { params });
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}
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/** Days opened and never closed — today's own open day excluded. */
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branchDayMissed(officeId?: number): Observable<any> {
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let params = new HttpParams();
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if (officeId) params = params.set('officeId', String(officeId));
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return this.http.get('/branchday/missed', { params });
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}
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/**
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* What the day should close at, and the arithmetic behind it, so the closing figure does not
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* have to be worked out by hand.
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*/
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branchDayClosePreview(businessDate?: string, officeId?: number): Observable<any> {
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let params = new HttpParams();
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if (businessDate) params = params.set('businessDate', businessDate);
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if (officeId) params = params.set('officeId', String(officeId));
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return this.http.get('/branchday/close-preview', { params });
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}
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openBranchDay(businessDate: string, openingCash?: number, officeId?: number): Observable<any> {
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return this.http.post('/branchday/open', {
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businessDate,
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openingCash: openingCash != null ? String(openingCash) : null,
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officeId: officeId ?? null,
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locale: 'en'
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});
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}
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/** forceCloseReason is required when closing a date earlier than today. */
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closeBranchDay(
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businessDate: string,
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closingCash: number,
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remarks?: string,
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forceCloseReason?: string,
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officeId?: number
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): Observable<any> {
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return this.http.post('/branchday/close', {
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businessDate,
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closingCash: String(closingCash),
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remarks: remarks ?? null,
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forceCloseReason: forceCloseReason ?? null,
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officeId: officeId ?? null,
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locale: 'en'
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});
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}
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excessTransactionReport(threshold: number, fromDate?: string, toDate?: string): Observable<any[]> {
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let params = new HttpParams().set('threshold', String(threshold));
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if (fromDate) params = params.set('fromDate', fromDate);
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@@ -188,4 +328,71 @@ export class CashierService {
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getShareCollectionStatus(shareAccountId: number): Observable<any> {
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return this.http.get(`/cashier/sharecollection/${shareAccountId}`);
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}
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/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
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getShareAdvanceByVoucher(voucherNo: string, clientId?: number): Observable<any> {
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// The voucher travels as a query parameter, not a path segment: numbers are formatted
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// CR/001/2108/0001, and Spring Security's strict firewall rejects the encoded slashes
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// (%2F) outright with a 400 before the request ever reaches the resource.
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// clientId lets the backend adopt a cashier deposit made straight to the Share Sundry GL,
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// which carries no member of its own.
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let params = new HttpParams().set('voucherNo', voucherNo);
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if (clientId) {
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params = params.set('clientId', String(clientId));
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}
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return this.http.get('/shareadvancecollection/by-voucher', { params });
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}
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/** Receipts still sitting in Share Sundry, optionally for a single member. */
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getUnappliedShareAdvances(clientId?: number): Observable<any> {
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const suffix = clientId ? `?clientId=${clientId}` : '';
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return this.http.get(`/shareadvancecollection${suffix}`);
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}
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/** Moves a receipt out of Sundry into share capital for an activated account. */
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applyShareAdvance(collectionId: number, data: any): Observable<any> {
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return this.http.post(`/shareadvancecollection/${collectionId}/apply`, data);
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}
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/**
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* Whether this share account can be settled from the member's linked savings, and for how much.
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*
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* Reports a shortfall before the clerk raises anything, so the member can be told at the counter
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* rather than after a request has been submitted and has to be rejected.
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* @returns {Observable<any>} `{ eligible, reason, shareAmount, chargeAmount, totalRequired,
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* savingsAccountNo, savingsBalance }`.
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*/
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getShareSavingsDebitEligibility(shareAccountId: number): Observable<any> {
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return this.http.get(`/sharesavingsdebit/eligibility/${shareAccountId}`);
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}
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/**
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* Records a request to settle a share application by debiting the member's savings. Nothing moves
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* until a manager approves it — unlike the cash route, where the cashier's receipt is already the
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* second pair of eyes.
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*/
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submitShareSavingsDebit(data: any): Observable<any> {
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return this.http.post('/sharesavingsdebit', data);
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}
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/** Savings-debit requests, PENDING by default. */
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getShareSavingsDebitRequests(status?: string, shareAccountId?: number): Observable<any> {
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const params: string[] = [];
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if (status) {
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params.push(`status=${status}`);
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}
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if (shareAccountId) {
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params.push(`shareAccountId=${shareAccountId}`);
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}
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return this.http.get(`/sharesavingsdebit${params.length ? '?' + params.join('&') : ''}`);
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}
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/** Debits the member's savings and issues the shares. Manager only, and not the submitting clerk. */
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approveShareSavingsDebit(id: number): Observable<any> {
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return this.http.post(`/sharesavingsdebit/${id}/approve`, {});
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}
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rejectShareSavingsDebit(id: number, rejectionReason?: string): Observable<any> {
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return this.http.post(`/sharesavingsdebit/${id}/reject`, { rejectionReason });
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}
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}
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