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 { 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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export interface MailingRow {
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clientId: number;
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folioNumber: string;
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clientName: string;
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mobileNo: string;
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officeName: string;
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addressLine1: string;
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addressLine2: string;
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street: string;
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city: string;
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district: string;
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postalCode: string;
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area: string;
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sharesHeld: number;
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shareValue: number;
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shareAccountNos: string;
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addressable: boolean;
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}
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/** Assembles one member's address into the lines an envelope actually carries. */
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export function addressLines(row: MailingRow): string[] {
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return [
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row.addressLine1,
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row.addressLine2,
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row.street,
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[
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row.city,
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row.district
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]
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.filter(Boolean)
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.join(', '),
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row.postalCode ? `PIN ${row.postalCode}` : ''
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]
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.map((line) => (line || '').trim())
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.filter(Boolean);
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}
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/**
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* Share Label — printable address labels for shareholding members.
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*
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* <p>
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* Laid out as a grid sized to ordinary label sheets and printed straight from the browser, so a
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* mailing run needs no separate mail-merge tool. Members with no usable address are listed
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* separately rather than printed as a blank label: a blank label is a wasted sheet and a member who
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* silently never hears from the society.
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*/
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@Component({
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selector: 'mifosx-share-label',
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templateUrl: './share-label.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 ShareLabelComponent implements OnInit {
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private sharesService = inject(SharesService);
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loading = true;
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loadError = '';
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rows: MailingRow[] = [];
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totals: any = null;
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search = '';
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areaFilter = '';
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/** Labels per row on the sheet — 2 and 3 cover the sheets a branch actually buys. */
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columns = 3;
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showFolio = true;
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showHolding = false;
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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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.getShareMailingList({})
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.pipe(
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catchError((err) => {
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this.loadError = this.readError(err, 'The mailing list 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.rows = res?.rows || [];
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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 areaOptions(): string[] {
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return [...new Set(this.rows.map((r) => r.area).filter(Boolean))].sort();
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}
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/** Only members who can actually be posted to — the rest are listed below, not printed. */
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get printableRows(): MailingRow[] {
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return this.filteredRows.filter((r) => r.addressable);
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}
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get unaddressableRows(): MailingRow[] {
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return this.filteredRows.filter((r) => !r.addressable);
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}
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get filteredRows(): MailingRow[] {
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const term = this.search.trim().toLowerCase();
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return this.rows.filter((r) => {
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if (this.areaFilter && r.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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r.clientName,
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r.folioNumber,
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r.area,
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r.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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lines(row: MailingRow): string[] {
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return addressLines(row);
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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-mailing-labels',
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[
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'Member',
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'Folio No',
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'Address',
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'City',
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'District',
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'Postal Code',
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'Mobile',
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'Shares Held',
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'Addressable'
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],
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this.filteredRows.map((r) => [
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r.clientName,
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r.folioNumber,
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this.lines(r).join(' / '),
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r.city,
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r.district,
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r.postalCode,
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r.mobileNo,
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r.sharesHeld,
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r.addressable ? 'Yes' : 'No'
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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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