cbsnexora/src/app/shares/shares-account-actions/apply-shares/apply-shares.component.ts

/**
 * 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 { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
import { MatButtonModule } from '@angular/material/button';
import { MatIconModule } from '@angular/material/icon';
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
import { Subject, of } from 'rxjs';
import { catchError, debounceTime, distinctUntilChanged } from 'rxjs/operators';

import { SharesService } from 'app/shares/shares.service';
import { CashierService } from 'app/cashier/cashier.service';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
import { ReceiptOption, receiptFromOwn, receiptFromUnattached, receiptGlLabel } from 'app/shares/share-receipt-option';

/** Where the money for this tranche comes from. */
export type FundingSource = 'CASH' | 'SAVINGS';

/**
 * Apply Additional Shares.
 *
 * A member buying a further tranche, which — like the account's first application — is only a
 * request until it is approved. Two things have to be captured that the bare share count does not
 * carry: the board resolution authorising this particular tranche (its own meeting, its own number,
 * not the one the account was opened under), and where the money is coming from, because a tranche
 * nobody has paid for cannot be approved.
 *
 * Both funding routes converge on the Share Sundry holding account, so approval posts the same
 * Dr Sundry / Cr Share Capital pair either way:
 *
 * <ul>
 *   <li><b>Cash</b> — the member already paid at the counter and the cashier's receipt put the money
 *       into Sundry then. Submitting only reserves that receipt against this tranche. One receipt
 *       funds one tranche; it is checked here rather than at approval, while the member is still at
 *       the counter to make up any shortfall.</li>
 *   <li><b>Savings</b> — the member's savings are debited into Sundry on submit, so their balance
 *       drops immediately. Approval then moves it out to share capital.</li>
 * </ul>
 *
 * Deliberately the same screen as the first application's Apply Collection dialog — same numbered
 * steps, same receipt list, same voucher search — because it settles the same receipts for the same
 * person, and two different designs for that were only ever two things to learn.
 */
@Component({
  selector: 'mifosx-apply-shares',
  templateUrl: './apply-shares.component.html',
  styleUrls: ['./apply-shares.component.scss'],
  standalone: true,
  imports: [
    CommonModule,
    FormsModule,
    MatDialogModule,
    MatButtonModule,
    MatIconModule,
    MatProgressSpinnerModule
  ]
})
export class ApplySharesComponent implements OnInit {
  private sharesService = inject(SharesService);
  private cashierService = inject(CashierService);
  private settingsService = inject(SettingsService);
  private dateUtils = inject(Dates);

  public dialogRef = inject(MatDialogRef<ApplySharesComponent>);
  public data = inject<{
    shareAccountId: number;
    clientId: number;
    accountNo: string;
    unitPrice: number;
  }>(MAT_DIALOG_DATA);

  submitting = false;
  errorMsg = '';

  // ── The tranche ─────────────────────────────────────────────────────────────────────────────

  /** How many shares this tranche is for. */
  requestedShares: number | null = null;

  /** The product's current market price. Read-only: the tranche's value and its GL posting must
   *  never be able to disagree because somebody typed over the price. */
  unitPrice = 0;

  /** Both as yyyy-MM-dd, the value a native date input reads and writes. */
  requestedDate = '';
  resolutionDate = '';
  resolutionNumber = '';

  /** Shares x unit price — what this tranche is worth, and what has to be funded. */
  get amount(): number {
    return (Number(this.requestedShares) || 0) * this.unitPrice;
  }

  // ── Funding ─────────────────────────────────────────────────────────────────────────────────

  funding: FundingSource | null = null;

  /** Every Share Collection receipt that can fund this tranche, from both server lists, in one pool. */
  available: ReceiptOption[] = [];
  loadingReceipts = false;

  /** The one receipt funding this tranche. One receipt, one tranche. */
  receipt: ReceiptOption | null = null;

  /** Key of the receipt currently being attached to this member, so only its own row shows a spinner. */
  attaching: string | null = null;

  /** What the member's savings can cover, for the savings route. */
  savings: {
    eligible: boolean;
    reason: string | null;
    savingsAccountNo: string | null;
    savingsBalance: number | null;
  } | null = null;
  checkingSavings = false;

  /** Re-checks the savings verdict as the share count settles, rather than on every keystroke of
   *  "1000" — which asks four times and lets the answers land out of order. */
  private sharesChanged = new Subject<number>();

  ngOnInit(): void {
    this.unitPrice = Number(this.data.unitPrice) || 0;
    // Opens on the business date rather than blank: a tranche is recorded the day it is taken, and
    // asking a clerk to type that in is asking them to retype what the system already knows.
    this.requestedDate = this.isoOf(this.settingsService.businessDate);

    this.sharesChanged.pipe(debounceTime(400), distinctUntilChanged()).subscribe(() => {
      if (this.funding === 'SAVINGS') {
        this.checkSavings();
      }
    });

    // Needed only by the voucher search, which is the exception path -- loaded quietly in the
    // background so opening that popup never waits on a request.
    this.cashierService
      .getShareAdvanceGlAccounts()
      .pipe(catchError(() => of(null)))
      .subscribe((res: any) => {
        this.glAccounts = res?.glAccounts || [];
        this.loadingGlAccounts = false;
      });
  }

  onSharesChange(): void {
    // The verdict is cleared the moment the amount changes rather than when the re-check returns, so
    // a stale "can cover it" is never on screen beside a larger amount. The chosen receipt stays --
    // it is the receipt the member actually holds, and the shortfall line below re-reads against the
    // new amount on its own.
    this.savings = null;
    this.errorMsg = '';
    this.sharesChanged.next(Number(this.requestedShares) || 0);
  }

  chooseFunding(source: FundingSource): void {
    if (this.funding === source) {
      return;
    }
    this.funding = source;
    this.receipt = null;
    this.savings = null;
    this.errorMsg = '';
    if (source === 'SAVINGS') {
      this.checkSavings();
    } else if (!this.available.length) {
      this.loadReceipts();
    }
  }

  /**
   * Loads every Share Collection receipt that could fund this tranche — the member's own, and the
   * ones still belonging to nobody — as one list.
   *
   * Nothing is pre-selected, not even when a single receipt is listed: which receipt funds the
   * tranche is a choice the person applying it makes, not one they inherit from a pre-ticked row
   * they never looked at.
   */
  private loadReceipts(): void {
    this.loadingReceipts = true;
    this.cashierService
      .getShareCollectionReceipts(this.data.clientId)
      .pipe(
        catchError((err: any) => {
          this.errorMsg = this.readError(err, 'Could not load the available receipts.');
          this.loadingReceipts = false;
          return of(null);
        })
      )
      .subscribe((res: any) => {
        this.loadingReceipts = false;
        if (!res) {
          return;
        }
        this.available = [
          ...(res.own || []).map((row: any) => receiptFromOwn(row)),
          ...(res.rows || []).map((row: any) => receiptFromUnattached(row))
        ];
      });
  }

  /**
   * Chooses the receipt funding this tranche, attaching it to this member first if it is still only
   * a voucher number.
   *
   * A receipt paid straight into a GL account names no member — a GL account is nobody's account —
   * so it has to be attributed before it can fund anything. That attribution is exactly the
   * by-voucher lookup a hand-typed number already runs; doing it on the pick makes it one deliberate
   * choice against a member on screen, rather than an Attach in one table and a tick in another.
   */
  pick(option: ReceiptOption): void {
    if (this.attaching || this.submitting) {
      return;
    }
    if (this.receipt?.key === option.key) {
      this.receipt = null;
      return;
    }
    if (option.collectionId !== null) {
      this.receipt = option;
      return;
    }

    this.attaching = option.key;
    this.errorMsg = '';
    this.findVoucher(option.voucherNo, option.glAccountNo).subscribe((res) => {
      this.attaching = null;
      if (!res) {
        return;
      }
      // Attached now, so it takes its real row's place in the pool -- picking it again must never
      // run the attach a second time.
      const attached = receiptFromOwn(res);
      this.available = this.available.map((entry) => (entry.key === option.key ? attached : entry));
      this.receipt = attached;
    });
  }

  clearReceipt(): void {
    this.receipt = null;
  }

  /** What the chosen receipt is still missing, zero once it covers the tranche. */
  get shortfall(): number {
    const short = this.amount - Number(this.receipt?.amount || 0);
    return this.receipt && short > 0 ? short : 0;
  }

  /**
   * Whether the member's savings can cover this tranche.
   *
   * Asks the tranche-scoped endpoint rather than judging it here: the server prices the shares from
   * the product's market price, so the figure the balance is checked against is the same one the
   * submission will be valued at. Deciding it in the browser would let the two drift apart.
   */
  private checkSavings(): void {
    const shares = Number(this.requestedShares) || 0;
    this.checkingSavings = true;
    this.sharesService
      .getAdditionalSharesSavingsEligibility(String(this.data.shareAccountId), shares)
      .pipe(catchError(() => of(null)))
      .subscribe((res: any) => {
        this.checkingSavings = false;
        this.savings = res
          ? {
              eligible: !!res.eligible,
              reason: res.reason ?? null,
              savingsAccountNo: res.savingsAccountNo ?? null,
              savingsBalance: res.savingsBalance == null ? null : Number(res.savingsBalance)
            }
          : {
              eligible: false,
              reason: 'Could not check the savings account linked to this share account.',
              savingsAccountNo: null,
              savingsBalance: null
            };
      });
  }

  /**
   * Whether the chosen funding route is ready — a receipt that covers the tranche, or savings that
   * can.
   *
   * Checked here rather than only on submit, so a part-paid tranche is visibly short at the counter
   * instead of being refused after the member has left.
   */
  get fundingReady(): boolean {
    if (this.funding === 'CASH') {
      return !!this.receipt && this.shortfall === 0;
    }
    if (this.funding === 'SAVINGS') {
      return !!this.savings?.eligible;
    }
    return false;
  }

  get canSubmit(): boolean {
    return (
      this.amount > 0 &&
      !!this.requestedDate &&
      !!this.resolutionNumber.trim() &&
      !!this.resolutionDate &&
      this.fundingReady &&
      !this.submitting
    );
  }

  // ── Voucher search, for a receipt the list does not carry ───────────────────────────────────

  searchOpen = false;
  searchVoucherNo = '';
  searchGlAccountNo = '';
  searching = false;

  /** GL accounts, for the search only — a voucher is found by number *and* the account it sits in. */
  glAccounts: any[] = [];
  loadingGlAccounts = true;

  openSearch(): void {
    this.searchOpen = true;
    this.searchVoucherNo = '';
    this.searchGlAccountNo = this.glAccounts.length === 1 ? this.glAccounts[0].gl_code : '';
    this.errorMsg = '';
  }

  closeSearch(): void {
    this.searchOpen = false;
    this.errorMsg = '';
  }

  runSearch(): void {
    const voucher = this.searchVoucherNo.trim();
    const glAccountNo = this.searchGlAccountNo.trim();
    // Both fields are genuinely needed: a blank GL account here means nothing has been chosen yet,
    // not that none is required.
    if (!voucher || !glAccountNo || this.searching) {
      return;
    }
    this.searching = true;
    this.errorMsg = '';
    this.findVoucher(voucher, glAccountNo).subscribe((res) => {
      this.searching = false;
      if (!res) {
        return;
      }
      const found = receiptFromOwn(res);
      this.available = [
        found,
        ...this.available.filter((entry) => entry.key !== found.key && entry.voucherNo !== found.voucherNo)
      ];
      this.receipt = found;
      this.searchOpen = false;
    });
  }

  private findVoucher(voucher: string, glAccountNo: string) {
    // No client-match check: any receipt can fund any share account, regardless of which member it
    // was first recorded against.
    return this.cashierService.getShareAdvanceByVoucher(voucher, glAccountNo, this.data.clientId).pipe(
      catchError((err: any) => {
        this.errorMsg = this.readError(err, `Voucher ${voucher} could not be found in that GL account.`);
        return of(null);
      })
    );
  }

  // ── A receipt's own GL entries ──────────────────────────────────────────────────────────────

  viewing: ReceiptOption | null = null;

  /** The receipt's own real Dr/Cr legs, read under its own transaction id — never the GL account
   *  picked in the search box, which is unrelated screen state naming a different account. */
  viewingGlEntries: any[] | null = null;
  loadingGlEntries = false;

  openDetail(option: ReceiptOption, event: Event): void {
    event.stopPropagation();
    if (option.collectionId === null) {
      return;
    }
    this.viewing = option;
    this.viewingGlEntries = null;
    this.loadingGlEntries = true;
    this.cashierService
      .getShareAdvanceGlEntries(option.collectionId)
      .pipe(catchError(() => of(null)))
      .subscribe((res: any) => {
        this.viewingGlEntries = res?.entries || [];
        this.loadingGlEntries = false;
      });
  }

  closeDetail(): void {
    this.viewing = null;
    this.viewingGlEntries = null;
  }

  // ── Submission ──────────────────────────────────────────────────────────────────────────────

  /**
   * Records the request. Nothing is issued here — the tranche sits pending until it is approved,
   * which is what moves the money out of Sundry into share capital.
   */
  submit(): void {
    if (!this.canSubmit) {
      return;
    }
    this.submitting = true;
    this.errorMsg = '';

    const dateFormat = this.settingsService.dateFormat;
    const payload: any = {
      requestedShares: this.requestedShares,
      requestedDate: this.dateUtils.formatDate(this.dateOf(this.requestedDate), dateFormat),
      unitPrice: this.unitPrice,
      resolutionNumber: this.resolutionNumber.trim(),
      meetingDate: this.dateUtils.formatDate(this.dateOf(this.resolutionDate), dateFormat),
      fundingSource: this.funding,
      dateFormat,
      locale: this.settingsService.language.code
    };
    if (this.funding === 'CASH' && this.receipt) {
      payload.advanceCollectionId = this.receipt.collectionId;
    }

    this.sharesService
      .executeSharesAccountCommand(String(this.data.shareAccountId), 'applyadditionalshares', payload)
      .subscribe({
        next: (res: any) => {
          this.dialogRef.close(res || true);
        },
        error: (err: any) => {
          this.submitting = false;
          this.errorMsg = this.readError(err, 'The additional-share request could not be submitted.');
        }
      });
  }

  // ── Helpers ─────────────────────────────────────────────────────────────────────────────────

  /** The GL account a receipt sits in, named from the list the voucher search already loaded. */
  glLabel(option: ReceiptOption): string {
    return receiptGlLabel(option, this.glAccounts);
  }

  /** A Date as the yyyy-MM-dd a native date input reads, in local time. */
  private isoOf(date: Date): string {
    const local = new Date(date);
    return `${local.getFullYear()}-${String(local.getMonth() + 1).padStart(2, '0')}-${String(local.getDate()).padStart(2, '0')}`;
  }

  /**
   * A yyyy-MM-dd back into a local Date.
   *
   * Built from the parts rather than {@code new Date(iso)}, which reads the string as UTC midnight
   * and so lands on the previous day for anyone west of Greenwich — a request dated a day early is
   * not something a date picker should be able to produce.
   */
  private dateOf(iso: string): Date {
    const [
      year,
      month,
      day
    ] = iso.split('-').map(Number);
    return new Date(year, month - 1, day);
  }

  private readError(err: any, fallback: string): string {
    return (
      err?.error?.errors?.[0]?.defaultUserMessage ||
      err?.error?.defaultUserMessage ||
      err?.error?.developerMessage ||
      fallback
    );
  }
}