feat: implement cashier dashboard, dividend dashboards, share accounts views, and checker tasks

src/app/clerk/dividend-dashboard/dividend-dashboard.component.ts

@@ -56,19 +56,30 @@ export class DividendDashboardComponent implements OnInit {
   declarationsLoading = false;
   declarationsLoaded = false;
 
+  /** Every lock the status filter returned, before the year filter narrows it. */
   locks: any[] = [];
   locksLoading = false;
   locksLoaded = false;
   lockStatusFilter = 'ALL';
 
+  /**
+   * Financial years that actually have locks, newest first — derived from the data rather than
+   * listed anywhere, so a new declaration adds its year on its own and a year whose locks are all
+   * gone stops being offered. No maintenance as years roll over.
+   */
+  lockYears: string[] = [];
+  lockYearFilter = 'ALL';
+
   expandedClaimLockId: number | null = null;
-  claimOverdueLoans: Record<number, any[]> = {};
-  claimLoanId: Record<number, number | null> = {};
-  claimLoanAmount: Record<number, number | null> = {};
-  claimSavingsAmount: Record<number, number | null> = {};
-  claimSavingsAccountOverride: Record<number, number | null> = {};
-  claimCashAmount: Record<number, number | null> = {};
-  claimTokNo: Record<number, string> = {};
+  /**
+   * A dividend is collected as a Demand Draft and nothing else — the savings-credit, cash and
+   * loan-set-off routes are retired, so the panel only gathers what a draft needs: how much, drawn
+   * in whose favour, and payable where.
+   */
+  claimDdAmount: Record<number, number | null> = {};
+  claimDdBeneficiary: Record<number, string> = {};
+  claimDdPayableAtBranch: Record<number, string> = {};
+  claimDdPayableAtCity: Record<number, string> = {};
   claimSubmitting = false;
   claimError: string | null = null;
 
@@ -77,6 +88,13 @@ export class DividendDashboardComponent implements OnInit {
   claimRequestsLoaded = false;
   claimActioningId: number | null = null;
   claimActionError: Record<number, string> = {};
+
+  /**
+   * The Demand Draft just drawn by approving a claim. Held so the clerk can read off the number
+   * after the row it came from has left the pending list — it is what goes on the counterfoil and
+   * into the member's hand, and there is nowhere else on this screen to find it.
+   */
+  lastIssuedDd: { ddNumber: string; clientName: string; amount: number } | null = null;
   expandedRejectClaimId: number | null = null;
   rejectReason: Record<number, string> = {};
 
@@ -95,74 +113,45 @@ export class DividendDashboardComponent implements OnInit {
     }
     this.expandedClaimLockId = lock.lockId;
     this.claimError = null;
-    this.claimLoanId[lock.lockId] = null;
-    this.claimLoanAmount[lock.lockId] = null;
-    this.claimSavingsAmount[lock.lockId] = Number(lock.amount);
-    this.claimSavingsAccountOverride[lock.lockId] = null;
-    this.claimCashAmount[lock.lockId] = null;
-    this.claimTokNo[lock.lockId] = '';
-    this.claimRequestService
-      .getOverdueLoans(lock.clientId)
-      .pipe(catchError(() => of([])))
-      .subscribe((loans: any[]) => {
-        this.claimOverdueLoans[lock.lockId] = loans ?? [];
-        if (loans && loans.length > 0) {
-          this.claimLoanId[lock.lockId] = loans[0].loanId;
-          const loanAmt = Math.min(Number(lock.amount), Number(loans[0].overdueAmount));
-          this.claimLoanAmount[lock.lockId] = loanAmt;
-          this.claimSavingsAmount[lock.lockId] = Number((Number(lock.amount) - loanAmt).toFixed(2));
-        }
-      });
-  }
-
-  claimTotal(lock: any): number {
-    return (
-      Number(this.claimLoanAmount[lock.lockId] || 0) +
-      Number(this.claimSavingsAmount[lock.lockId] || 0) +
-      Math.floor(Number(this.claimCashAmount[lock.lockId] || 0))
-    );
+    // Defaults to the whole unclaimed balance and the member's own name, which is what a member
+    // asks for almost every time; the clerk overrides only when the member wants otherwise.
+    this.claimDdAmount[lock.lockId] = Number(lock.amount);
+    this.claimDdBeneficiary[lock.lockId] = lock.clientName ?? '';
+    this.claimDdPayableAtBranch[lock.lockId] = '';
+    this.claimDdPayableAtCity[lock.lockId] = '';
   }
 
   submitClaim(lock: any): void {
-    const loanAmount = Number(this.claimLoanAmount[lock.lockId] || 0);
-    const savingsAmount = Number(this.claimSavingsAmount[lock.lockId] || 0);
-    // Cash can only be handed over in whole-rupee notes/coins (no denomination below ₹1), while a
-    // dividend share often works out to paise — floor to the nearest rupee so the denomination
-    // total the cashier counts can always match exactly; any leftover paise stays unclaimed.
-    const cashAmount = Math.floor(Number(this.claimCashAmount[lock.lockId] || 0));
-    const total = loanAmount + savingsAmount + cashAmount;
-    if (total <= 0) {
-      this.claimError = 'Enter at least one amount (loan, savings, or cash), greater than zero.';
+    const ddAmount = Number(this.claimDdAmount[lock.lockId] || 0);
+    const beneficiary = this.claimDdBeneficiary[lock.lockId]?.trim();
+    const payableAtBranch = this.claimDdPayableAtBranch[lock.lockId]?.trim();
+    const payableAtCity = this.claimDdPayableAtCity[lock.lockId]?.trim();
+
+    if (ddAmount <= 0) {
+      this.claimError = 'Enter a DD amount greater than zero.';
       return;
     }
-    if (total > Number(lock.amount)) {
-      this.claimError = `Total (${total}) cannot exceed the unclaimed amount of ${lock.amount}.`;
+    if (ddAmount > Number(lock.amount)) {
+      this.claimError = `DD amount (${ddAmount}) cannot exceed the unclaimed amount of ${lock.amount}.`;
       return;
     }
-    if (loanAmount > 0 && !this.claimLoanId[lock.lockId]) {
-      this.claimError = 'Select a loan to apply the loan amount towards.';
+    if (!beneficiary) {
+      this.claimError = 'Enter the beneficiary name — a Demand Draft cannot be drawn without a payee.';
       return;
     }
-    if (savingsAmount > 0 && !lock.savingsAccountId && !this.claimSavingsAccountOverride[lock.lockId]) {
-      this.claimError = 'This share account has no linked savings account — enter a Savings Account ID to credit.';
-      return;
-    }
-    const tokNo = this.claimTokNo[lock.lockId]?.trim();
-    if (cashAmount > 0 && !tokNo) {
-      this.claimError = 'Enter a Token No. for the cash portion — the cashier will use it to hand over the cash.';
+    if (!payableAtBranch || !payableAtCity) {
+      this.claimError = 'Enter both the branch and city the Demand Draft is payable at.';
       return;
     }
+
     this.claimSubmitting = true;
     this.claimError = null;
     this.claimRequestService
       .submit(lock.lockId, {
-        loanId: loanAmount > 0 ? this.claimLoanId[lock.lockId] : undefined,
-        loanApplyAmount: loanAmount > 0 ? loanAmount : undefined,
-        savingsAccountId:
-          savingsAmount > 0 && !lock.savingsAccountId ? this.claimSavingsAccountOverride[lock.lockId] : undefined,
-        savingsApplyAmount: savingsAmount > 0 ? savingsAmount : undefined,
-        cashApplyAmount: cashAmount > 0 ? cashAmount : undefined,
-        tokNo: cashAmount > 0 ? tokNo : undefined
+        ddApplyAmount: ddAmount,
+        ddBeneficiaryName: beneficiary,
+        ddPayableAtBranch: payableAtBranch,
+        ddPayableAtCity: payableAtCity
       })
       .subscribe({
         next: () => {
@@ -193,8 +182,18 @@ export class DividendDashboardComponent implements OnInit {
     this.claimActioningId = req.id;
     delete this.claimActionError[req.id];
     this.claimRequestService.approve(req.id).subscribe({
-      next: () => {
+      next: (res: any) => {
         this.claimActioningId = null;
+        // The draft number is the one thing the clerk needs off this action — it is what they write
+        // on the counterfoil and hand to the member. Approving refreshes the list, so the row this
+        // came from disappears; without surfacing it here the number would be lost.
+        if (res?.ddNumber) {
+          this.lastIssuedDd = {
+            ddNumber: res.ddNumber,
+            clientName: req.client_name,
+            amount: Number(res.totalDisbursed) || Number(req.dd_apply_amount) || 0
+          };
+        }
         this.loadClaimRequests();
         this.loadLocks();
         this.loadSummary();
@@ -269,16 +268,49 @@ export class DividendDashboardComponent implements OnInit {
       .pipe(catchError(() => of([])))
       .subscribe((res: any[]) => {
         this.locks = res ?? [];
+        this.rebuildLockYears();
         this.locksLoading = false;
         this.locksLoaded = true;
       });
   }
 
+  /**
+   * Rebuilds the year chips from whatever locks came back, newest first.
+   *
+   * A year the current status filter has no locks for disappears from the chips, so the selected
+   * year is reset to ALL when that happens — otherwise the table would show nothing with no
+   * indication why.
+   */
+  private rebuildLockYears(): void {
+    this.lockYears = [...new Set(this.locks.map((l) => l.financialYear).filter((y) => !!y))].sort((a, b) =>
+      b.localeCompare(a)
+    );
+    if (this.lockYearFilter !== 'ALL' && !this.lockYears.includes(this.lockYearFilter)) {
+      this.lockYearFilter = 'ALL';
+    }
+  }
+
+  /** Locks the table actually renders — the status filter is applied server-side, the year here. */
+  get visibleLocks(): any[] {
+    return this.lockYearFilter === 'ALL'
+      ? this.locks
+      : this.locks.filter((l) => l.financialYear === this.lockYearFilter);
+  }
+
+  /** Total of what is on screen, so a year's worth of dividend can be read off directly. */
+  get visibleLocksTotal(): number {
+    return this.visibleLocks.reduce((sum, l) => sum + (Number(l.amount) || 0), 0);
+  }
+
   setLockStatusFilter(status: string): void {
     this.lockStatusFilter = status;
     this.loadLocks();
   }
 
+  setLockYearFilter(year: string): void {
+    this.lockYearFilter = year;
+  }
+
   lockStatusClass(status: string): string {
     switch (status) {
       case 'UNCLAIMED':