feat(shares): dynamic Share Reports module, voucher attach/GL sync fixes
- Add the full Share Reports surface (final balance, account statement, issued/status/nominal/share-wise/guarantor/member-interest reports, enquiry, payment certificate, share detail, dividend statement, folio statement, distinctive numbers, area-wise, mailing labels/letters, share transfer) as standalone routed components, wired into the Share menu - Wire the unattributed Share Collection receipt list into Apply Collection and Apply Additional Shares, with an Attach action independent of account/client - Sync the GL Account and Voucher No fields to whichever receipt is ticked or found, and surface the receipt's real Dr/Cr GL entries in its detail popup - Block Apply Additional Shares until the account's original application is settled Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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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 { Router } from '@angular/router';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { of } from 'rxjs';
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import { catchError } from 'rxjs/operators';
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import { SharesService } from '../../shares.service';
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import { shareReportCsv, shareReportPrint } from '../share-report.util';
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interface AreaRow {
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area: string;
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memberCount: number;
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shares: number;
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shareValue: number;
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}
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interface AreaMemberRow {
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clientId: number;
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cifNumber: string;
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clientName: string;
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mobileNo: string;
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officeName: string;
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area: string;
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postalCode: string;
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sharesHeld: number;
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shareValue: number;
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}
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/**
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* Area Wise — where the society's members and its share capital actually sit.
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*
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* <p>
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* A co-operative's area of operation is part of its licence, so "how much of our capital comes from
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* which area" is a question both the board and the Registrar ask. Grouped on the member's own
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* recorded address rather than the branch that serves them: the two answer different questions, and
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* a licence is written against the address.
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*
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* <p>
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* Members with no address are their own group rather than dropped — an unaddressable member is a gap
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* in the register worth seeing.
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*/
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@Component({
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selector: 'mifosx-share-area-wise',
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templateUrl: './share-area-wise.component.html',
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styleUrls: [
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'../../../letter-mgmt/certificates/certificates.shared.scss',
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'../share-report.shared.scss'
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],
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imports: [
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CommonModule,
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FormsModule,
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FaIconComponent
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]
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})
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export class ShareAreaWiseComponent implements OnInit {
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private sharesService = inject(SharesService);
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private router = inject(Router);
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loading = true;
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loadError = '';
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areas: AreaRow[] = [];
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members: AreaMemberRow[] = [];
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totals: any = null;
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search = '';
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/** Set by clicking an area row; '' means every area. */
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areaFilter = '';
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ngOnInit(): void {
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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.loadError = '';
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this.sharesService
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.getShareAreaWise({})
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.pipe(
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catchError((err) => {
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this.loadError = this.readError(err, 'The area-wise report could not be loaded.');
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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.areas = res?.areas || [];
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this.members = res?.members || [];
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this.totals = res?.totals || null;
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this.loading = false;
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});
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}
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get filteredMembers(): AreaMemberRow[] {
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const term = this.search.trim().toLowerCase();
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return this.members.filter((m) => {
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if (this.areaFilter && m.area !== this.areaFilter) {
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return false;
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}
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if (!term) {
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return true;
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}
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return [
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m.clientName,
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m.cifNumber,
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m.area,
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m.postalCode
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]
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.filter(Boolean)
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.some((field) => String(field).toLowerCase().includes(term));
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});
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}
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/** An area's share of the society's capital — the reading this report exists for. */
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capitalShare(row: AreaRow): number {
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const total = Number(this.totals?.shareValue || 0);
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return total ? (Number(row.shareValue || 0) * 100) / total : 0;
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}
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barWidth(row: AreaRow): number {
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const largest = Math.max(...this.areas.map((a) => Number(a.shareValue || 0)), 1);
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return (Number(row.shareValue || 0) * 100) / largest;
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}
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selectArea(area: string): void {
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this.areaFilter = this.areaFilter === area ? '' : area;
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}
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openMember(row: AreaMemberRow): void {
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this.router.navigate([
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'/clients',
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row.clientId,
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'general'
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]);
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}
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clearFilters(): void {
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this.search = '';
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this.areaFilter = '';
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}
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exportCsv(): void {
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shareReportCsv(
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'share-area-wise',
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[
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'Area',
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'Member',
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'Membership No',
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'Mobile',
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'Branch',
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'Postal Code',
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'Shares Held',
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'Share Value'
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],
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this.filteredMembers.map((m) => [
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m.area,
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m.clientName,
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m.cifNumber,
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m.mobileNo,
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m.officeName,
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m.postalCode,
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m.sharesHeld,
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m.shareValue
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])
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);
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}
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print(): void {
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shareReportPrint();
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}
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private readError(err: any, fallback: string): string {
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return (
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err?.error?.errors?.[0]?.defaultUserMessage ||
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err?.error?.defaultUserMessage ||
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err?.error?.developerMessage ||
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fallback
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);
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}
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}
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