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This commit is contained in:
keshav
2026-08-30 11:09:14 +05:30
parent 07a4c8b8e3
commit 9f95d01196
57 changed files with 5705 additions and 681 deletions
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src/app/cashier/voucher-report/voucher-report.component.html
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<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="pg">
<header class="pg-head vr-no-print">
<div>
<div class="pg-eyebrow">CASHIER · REPORT</div>
<h1 class="pg-title">Voucher Report</h1>
<p class="pg-sub">
Every voucher raised over a day or a month — the number, what was debited, what was credited, and who raised it.
</p>
</div>
<div class="pg-toolbar">
<label class="pg-field">
<span>Period</span>
<select [(ngModel)]="period" (change)="load()">
<option value="DAY">Day</option>
<option value="MONTH">Month</option>
</select>
</label>
<label class="pg-field">
<span>{{ period === 'DAY' ? 'Date' : 'Month of' }}</span>
<input type="date" [(ngModel)]="anchor" (change)="load()" />
</label>
@if (report?.canSeeAllUsers) {
<label class="pg-field">
<span>User</span>
<input
type="text"
[(ngModel)]="usernameFilter"
(keyup.enter)="load()"
placeholder="All users"
autocomplete="off"
/>
</label>
}
<button type="button" class="pg-btn pg-btn--primary" (click)="load()" [disabled]="loading">
<mat-icon>refresh</mat-icon> Run
</button>
@if (report && report.count > 0) {
<button type="button" class="pg-btn" (click)="print()">
<mat-icon>print</mat-icon> Print
</button>
}
</div>
</header>
@if (error) {
<div class="pg-alert pg-alert--error vr-no-print">{{ error }}</div>
}
@if (loading) {
<div class="pg-empty vr-no-print">Loading…</div>
}
@if (report && !loading) {
<div class="vr-period">
{{ report.from | date: 'dd MMM yyyy' }}
@if (report.from !== report.to) {
— {{ report.to | date: 'dd MMM yyyy' }}
}
· {{ report.count }} voucher{{ report.count === 1 ? '' : 's' }}
· ₹{{ report.totalAmount | number: '1.2-2' }}
@if (report.username) {
· {{ report.username }}
}
<!-- Said plainly rather than left to be inferred from a missing filter: a cashier should know
this is their own work and not the branch's. -->
@if (!report.canSeeAllUsers) {
<span class="vr-scope-note">Your own vouchers</span>
}
</div>
@if (report.count === 0) {
<div class="pg-empty">No vouchers were raised in this period.</div>
} @else {
<div class="vr-summaries">
<div class="pg-card">
<div class="pos-section-label">By type</div>
<table class="pg-table">
<thead>
<tr>
<th>Type</th>
<th class="num">Count</th>
<th class="num">Amount</th>
</tr>
</thead>
<tbody>
@for (row of byType; track row.type) {
<tr>
<td>{{ row.type }}</td>
<td class="num">{{ row.count }}</td>
<td class="num">{{ row.total | number: '1.2-2' }}</td>
</tr>
}
</tbody>
</table>
</div>
<!-- Only worth showing to someone who can see more than one person's work. -->
@if (report.canSeeAllUsers) {
<div class="pg-card">
<div class="pos-section-label">By user</div>
<table class="pg-table">
<thead>
<tr>
<th>User</th>
<th class="num">Count</th>
<th class="num">Amount</th>
</tr>
</thead>
<tbody>
@for (row of byUser; track row.username) {
<tr>
<td>{{ row.username }}</td>
<td class="num">{{ row.count }}</td>
<td class="num">{{ row.total | number: '1.2-2' }}</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
<div class="pg-card">
<div class="pos-section-label">Vouchers</div>
<table class="pg-table vr-rows">
<thead>
<tr>
<th>Voucher No</th>
<th>Type</th>
<th>Debit</th>
<th>Credit</th>
<th class="num">Amount</th>
<th>User</th>
<th>Time</th>
</tr>
</thead>
<tbody>
@for (row of report.vouchers; track row.voucherNo) {
<tr>
<td>
<a class="vr-link" [routerLink]="['/cashier/voucher']" [queryParams]="{ voucherNo: row.voucherNo }">
{{ row.voucherNo }}
</a>
@if (row.verificationStatus === 'EXCEPTION') {
<mat-icon class="vr-flag" title="An exception was raised against this voucher">error_outline</mat-icon>
}
</td>
<td>{{ row.voucherType || '—' }}</td>
<td>
<div class="vr-party">{{ row.debitParty || '—' }}</div>
@if (row.debitAccount) {
<div class="vr-acct">{{ row.debitAccount }}</div>
}
</td>
<td>
<div class="vr-party">{{ row.creditParty || '—' }}</div>
@if (row.creditAccount) {
<div class="vr-acct">{{ row.creditAccount }}</div>
}
<!-- A DD with charges, or a compound journal, has sides this row does not show. -->
@if (row.extraLines > 0) {
<div class="vr-more">+{{ row.extraLines }} more on voucher</div>
}
</td>
<td class="num">{{ row.amount | number: '1.2-2' }}</td>
<td>{{ row.username || '—' }}</td>
<td>{{ row.createdAt | date: 'dd MMM, HH:mm' }}</td>
</tr>
}
</tbody>
</table>
</div>
}
}
</div>
src/app/cashier/voucher-report/voucher-report.component.scss
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/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/* Page chrome, cards and tables come from cashier-shared.scss. Only the register itself is here. */
.vr-period {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 14px;
font-size: 13px;
color: #374151;
}
.vr-scope-note {
padding: 2px 8px;
background: #eff6ff;
border: 1px solid #bfdbfe;
border-radius: 999px;
color: #1e40af;
font-size: 11px;
}
/* The two summaries sit side by side where there is room and stack where there is not, so a
manager reads the totals before the rows on any screen. */
.vr-summaries {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));
gap: 14px;
margin-bottom: 14px;
}
.vr-rows {
.vr-link {
color: #1d4ed8;
text-decoration: none;
font-weight: 500;
&:hover {
text-decoration: underline;
}
}
.vr-flag {
margin-left: 4px;
font-size: 15px;
width: 15px;
height: 15px;
color: #b91c1c;
vertical-align: text-bottom;
}
.vr-party {
color: #111827;
}
.vr-acct,
.vr-more {
margin-top: 2px;
font-size: 11px;
color: #6b7280;
}
}
/* Printing a report should put the register on paper — the filters are how you reached it. */
@media print {
.vr-no-print {
display: none !important;
}
.vr-link {
color: inherit;
text-decoration: none;
}
}
src/app/cashier/voucher-report/voucher-report.component.ts
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/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { RouterLink } from '@angular/router';
import { MatIconModule } from '@angular/material/icon';
import { catchError, of } from 'rxjs';
import { CashierService } from '../cashier.service';
/** One voucher as the register shows it: the number, the two sides, and who raised it. */
interface VoucherRow {
voucherNo: string;
voucherType: string | null;
amount: number | null;
createdAt: string | null;
userId: number | null;
username: string | null;
branchName: string | null;
verificationStatus: string | null;
debitParty: string | null;
debitAccount: string | null;
creditParty: string | null;
creditAccount: string | null;
/** Sides beyond the one debit and one credit shown — a DD's charges, a compound journal. */
extraLines: number;
}
interface VoucherReport {
from: string;
to: string;
username: string | null;
/** Set by the server from the caller's roles; a cashier is never offered the user filter. */
canSeeAllUsers: boolean;
vouchers: VoucherRow[];
count: number;
totalAmount: number;
}
/**
* The vouchers raised over a day or a month, one row each.
*
* A cashier sees their own work; a clerk, head cashier or manager sees everyone's and can narrow to
* one user. That is decided by the server, not here — this screen only shows or hides the filter.
*/
@Component({
selector: 'mifosx-voucher-report',
templateUrl: './voucher-report.component.html',
styleUrls: [
'../cashier-shared.scss',
'./voucher-report.component.scss'
],
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterLink,
MatIconModule
]
})
export class VoucherReportComponent implements OnInit {
private service = inject(CashierService);
/** Day is the working default; a month is what you ask for at a close. */
period: 'DAY' | 'MONTH' = 'DAY';
/** Anchor date — the day itself, or any day inside the month wanted. */
anchor = this.todayIso();
usernameFilter = '';
typeFilter = '';
report: VoucherReport | null = null;
loading = false;
error: string | null = null;
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.error = null;
const { from, to } = this.range();
this.service
.voucherReport(from, to, this.usernameFilter.trim() || undefined, this.typeFilter.trim() || undefined)
.pipe(
catchError((err: any) => {
this.error =
err?.error?.errors?.[0]?.defaultUserMessage ??
err?.error?.developerMessage ??
'The voucher report could not be loaded.';
return of(null);
})
)
.subscribe((res: VoucherReport | null) => {
this.loading = false;
this.report = res;
});
}
/** The period the anchor date names: that day, or the whole calendar month around it. */
private range(): { from: string; to: string } {
if (this.period === 'DAY') {
return { from: this.anchor, to: this.anchor };
}
const [
year,
month
] = this.anchor.split('-').map(Number);
// Day 0 of the next month is the last day of this one, which is how a 28/30/31-day month is
// ended correctly without a table of month lengths.
const lastDay = new Date(year, month, 0).getDate();
const mm = String(month).padStart(2, '0');
return { from: `${year}-${mm}-01`, to: `${year}-${mm}-${String(lastDay).padStart(2, '0')}` };
}
private todayIso(): string {
const now = new Date();
return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}-${String(now.getDate()).padStart(2, '0')}`;
}
/** Totals per user, for the summary a manager reads before the rows. */
get byUser(): { username: string; count: number; total: number }[] {
const rows = this.report?.vouchers ?? [];
const tally = new Map<string, { username: string; count: number; total: number }>();
for (const row of rows) {
const key = row.username ?? '—';
const entry = tally.get(key) ?? { username: key, count: 0, total: 0 };
entry.count += 1;
entry.total += row.amount ?? 0;
tally.set(key, entry);
}
return [...tally.values()].sort((a, b) => b.total - a.total);
}
/** Totals per voucher type — deposits against withdrawals against journals. */
get byType(): { type: string; count: number; total: number }[] {
const rows = this.report?.vouchers ?? [];
const tally = new Map<string, { type: string; count: number; total: number }>();
for (const row of rows) {
const key = row.voucherType ?? '—';
const entry = tally.get(key) ?? { type: key, count: 0, total: 0 };
entry.count += 1;
entry.total += row.amount ?? 0;
tally.set(key, entry);
}
return [...tally.values()].sort((a, b) => b.total - a.total);
}
print(): void {
window.print();
}
}