feat: interest posting

src/app/tds-reports/tds-interest-report.component.ts

@@ -13,12 +13,12 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import * as ExcelJS from 'exceljs';
 
 import { BranchScopeService } from '../core/branch-scope.service';
-import { GL_BRANCHES, glBranchName } from '../gl-reports/gl-reports-data';
 import { FY_TAX_CONFIG, Quarter, QUARTER_LABEL } from '../letter-mgmt/certificates/form-15gh/tds-15gh.compute';
-import { setTdsDeductees, tdsFys } from './tds-reports-data';
+import { TdsDeductee, setTdsDeductees, tdsFys } from './tds-reports-data';
 import { TdsReportsService } from './tds-reports.service';
 import {
   NEAR_THRESHOLD_BAND,
+  TdsAccountLine,
   TdsInterestRow,
   TdsInterestSummary,
   TdsReportFilter,
@@ -40,7 +40,12 @@ export class TdsInterestReportComponent implements OnInit {
   private scope = inject(BranchScopeService);
   private tdsService = inject(TdsReportsService);
 
-  readonly branches = GL_BRANCHES.filter((b) => b.code !== 'HO');
+  /**
+   * Office names the loaded customers belong to, for Head Office's branch selector. Read off the
+   * data rather than a fixed list, which named branches this bank does not have and left out the
+   * ones it does.
+   */
+  branches: string[] = [];
   /** Filled by the route resolver from Organization › TDS Configuration. */
   readonly financialYears = tdsFys();
   readonly quarterLabel = QUARTER_LABEL;
@@ -92,16 +97,26 @@ export class TdsInterestReportComponent implements OnInit {
 
   loading = false;
   loadError = '';
+  /** The "how to read this page" panel. */
+  showHelp = true;
+
+  readonly accountTypeLabel: Record<TdsAccountLine['type'], string> = {
+    FD: 'Fixed deposit',
+    RD: 'Recurring deposit',
+    SB: 'Savings',
+    OTHER: 'Other'
+  };
 
   ngOnInit(): void {
     if (!this.financialYears.length) {
       this.loadError = 'No financial year is configured for TDS. Set one up under Organization › TDS Configuration.';
       return;
     }
-    // A branch login sees only its own book and cannot widen the scope.
-    const own = this.scope.ownBranchCode;
-    if (own) {
-      this.filter.branchCode = own;
+    // A branch login sees only its own book and cannot widen the scope. The platform labels each
+    // customer with their office's name, so the login's office name is the filter — the GL branch
+    // code list does not know every office and turned a branch login into an empty report.
+    if (!this.scope.isHeadOffice) {
+      this.filter.branchCode = this.scope.officeName;
     }
     this.loadDeductees();
   }
@@ -121,6 +136,7 @@ export class TdsInterestReportComponent implements OnInit {
       next: (deductees) => {
         this.loading = false;
         setTdsDeductees(deductees);
+        this.branches = this.branchesOf(deductees);
         this.invalidateCaches();
       },
       error: (err: any) => {
@@ -138,6 +154,11 @@ export class TdsInterestReportComponent implements OnInit {
    * only the summary left the KPIs counting the new data while the tables kept the empty list
    * cached on the first render, before the load returned.
    */
+  private branchesOf(deductees: TdsDeductee[]): string[] {
+    const names = new Set(deductees.map((d) => d.branchCode).filter((n) => !!n));
+    return [...names].sort((a, b) => a.localeCompare(b));
+  }
+
   private invalidateCaches(): void {
     this.rowsCacheKey = '';
     this.summaryCacheKey = '';
@@ -168,12 +189,54 @@ export class TdsInterestReportComponent implements OnInit {
     };
   }
 
+  /** The limits and rates for the selected year, for the help panel. */
+  get rules(): { general: number; senior: number; rate: number; rateNoPan: number } | null {
+    const cfg = FY_TAX_CONFIG[this.filter.fy];
+    if (!cfg) {
+      return null;
+    }
+    return {
+      general: cfg.thresholdGeneral,
+      senior: cfg.thresholdSenior,
+      rate: cfg.rate * 100,
+      rateNoPan: cfg.rateNoPan * 100
+    };
+  }
+
   get canSelectBranch(): boolean {
     return this.scope.canSelectBranch;
   }
 
   get scopeLabel(): string {
-    return this.filter.branchCode ? glBranchName(this.filter.branchCode) : 'All branches';
+    return this.filter.branchCode ? `${this.filter.branchCode} branch` : 'All branches';
+  }
+
+  /**
+   * One plain-language status per customer, so a reader does not have to work it out from the
+   * threshold, crossed and saved columns together.
+   */
+  statusOf(row: TdsInterestRow): { label: string; tone: 'muted' | 'warn' | 'near' | 'ok' } {
+    if (!row.trackedAccounts) {
+      return { label: 'Not tracked — no FD/RD', tone: 'muted' };
+    }
+    if (row.schedule.totalTds > 0) {
+      return { label: 'Over the limit — TDS due', tone: 'warn' };
+    }
+    if (row.hasDeclaration && row.crossed) {
+      return { label: 'Over the limit — 15G/15H, no TDS', tone: 'ok' };
+    }
+    if (row.nearThreshold) {
+      return { label: `Near the limit — ₹${Math.round(row.headroom).toLocaleString('en-IN')} left`, tone: 'near' };
+    }
+    return { label: 'Below the limit', tone: 'ok' };
+  }
+
+  trackedOf(row: TdsInterestRow): TdsAccountLine[] {
+    return row.accounts.filter((a) => a.tracked);
+  }
+
+  untrackedOf(row: TdsInterestRow): TdsAccountLine[] {
+    return row.accounts.filter((a) => !a.tracked);
   }
 
   /** Recomputes the book only when the filter actually changed. Side-effect free. */
@@ -315,10 +378,6 @@ export class TdsInterestReportComponent implements OnInit {
     return this.expandedId === row.deductee.customerId;
   }
 
-  branchName(code: string): string {
-    return glBranchName(code);
-  }
-
   trackRow(_: number, row: TdsInterestRow): string {
     return row.deductee.customerId;
   }
@@ -337,6 +396,9 @@ export class TdsInterestReportComponent implements OnInit {
         'CIF',
         'PAN',
         'Branch',
+        'Accounts tracked for TDS',
+        'Accounts not tracked',
+        'Status',
         'Form',
         'Band',
         'Age',
@@ -361,7 +423,14 @@ export class TdsInterestReportComponent implements OnInit {
           r.deductee.name,
           r.deductee.customerId,
           r.deductee.pan || 'NOT ON RECORD',
-          this.branchName(r.branchCode),
+          r.branchCode,
+          this.trackedOf(r)
+            .map((a) => `${a.accountNo} (${a.type})`)
+            .join(', '),
+          this.untrackedOf(r)
+            .map((a) => `${a.accountNo} (${a.type})`)
+            .join(', '),
+          this.statusOf(r).label,
           r.form === '121' ? 'Form 121' : `Form ${r.form}`,
           r.band === 'SENIOR' ? 'Senior citizen' : 'General',
           r.age,
@@ -389,6 +458,9 @@ export class TdsInterestReportComponent implements OnInit {
         `${s.deductees} deductees`,
         '',
         '',
+        `${s.trackedCustomers} tracked`,
+        '',
+        '',
         '',
         '',
         '',