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>
2026-09-18 13:06:02 +05:30
parent e53dfb5a66
commit c7428d0cb2
51 changed files with 10721 additions and 429 deletions
@@ -0,0 +1,151 @@
+/**
+ * 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 { ActivatedRoute } from '@angular/router';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { of } from 'rxjs';
+import { catchError } from 'rxjs/operators';
+
+import { SharesService } from '../../shares.service';
+import { SHARE_DIVIDEND_STATUS, shareReportCsv, shareReportPrint } from '../share-report.util';
+
+/**
+ * Dividend Statement — every dividend declared to one member, with what has been paid and what is
+ * still owed.
+ *
+ * <p>
+ * Handed to a member as their record, so declared and paid stay separate columns: "declared" and
+ * "paid" are different answers to "have I had my dividend", and a statement showing one amount
+ * cannot tell them apart.
+ */
+@Component({
+  selector: 'mifosx-share-dividend-statement',
+  templateUrl: './share-dividend-statement.component.html',
+  styleUrls: [
+    '../../../letter-mgmt/certificates/certificates.shared.scss',
+    '../share-report.shared.scss'
+  ],
+  imports: [
+    CommonModule,
+    FormsModule,
+    FaIconComponent
+  ]
+})
+export class ShareDividendStatementComponent implements OnInit {
+  private sharesService = inject(SharesService);
+  private route = inject(ActivatedRoute);
+
+  search = '';
+  searching = false;
+  searched = false;
+  loadError = '';
+
+  matches: any[] = [];
+  member: any = null;
+  rows: any[] = [];
+  totals: any = null;
+
+  ngOnInit(): void {
+    const clientId = this.route.snapshot.queryParamMap.get('clientId');
+    if (clientId) {
+      this.loadByClient(Number(clientId));
+    }
+  }
+
+  runSearch(): void {
+    const term = this.search.trim();
+    if (!term) {
+      return;
+    }
+    this.fetch({ search: term });
+  }
+
+  loadByClient(clientId: number): void {
+    this.fetch({ clientId });
+  }
+
+  private fetch(params: { search?: string; clientId?: number }): void {
+    this.searching = true;
+    this.loadError = '';
+    this.reset();
+    this.sharesService
+      .getShareDividendStatement(params)
+      .pipe(
+        catchError((err) => {
+          this.loadError = this.readError(err, 'The dividend statement could not be loaded.');
+          return of(null);
+        })
+      )
+      .subscribe((res: any) => {
+        this.matches = res?.matches || [];
+        this.member = res?.member || null;
+        this.rows = res?.rows || [];
+        this.totals = res?.totals || null;
+        this.searching = false;
+        this.searched = true;
+      });
+  }
+
+  private reset(): void {
+    this.matches = [];
+    this.member = null;
+    this.rows = [];
+    this.totals = null;
+  }
+
+  statusLabel(status: number): string {
+    return SHARE_DIVIDEND_STATUS[status]?.label || String(status ?? '');
+  }
+
+  statusClass(status: number): string {
+    return SHARE_DIVIDEND_STATUS[status]?.cls || 'srep-pill--grey';
+  }
+
+  exportCsv(): void {
+    if (!this.member) {
+      return;
+    }
+    shareReportCsv(
+      `dividend-statement-${this.member.cifNumber || this.member.clientId}`,
+      [
+        'Period From',
+        'Period To',
+        'Share A/c No',
+        'Product',
+        'Rate %',
+        'Amount',
+        'Status'
+      ],
+      this.rows.map((r) => [
+        r.periodStart,
+        r.periodEnd,
+        r.accountNo,
+        r.productName,
+        r.ratePercentage,
+        r.amount,
+        this.statusLabel(r.statusEnum)
+      ])
+    );
+  }
+
+  print(): void {
+    shareReportPrint();
+  }
+
+  private readError(err: any, fallback: string): string {
+    return (
+      err?.error?.errors?.[0]?.defaultUserMessage ||
+      err?.error?.defaultUserMessage ||
+      err?.error?.developerMessage ||
+      fallback
+    );
+  }
+}