cbsnexora/src/app/board-resolution/bor-report.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 { FormsModule } from '@angular/forms';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';

import { exportWorkbook } from '../cashier/cashier-export';
import { BorRegisterRow, BorReportService } from './bor-report.service';

/** m_share_account.status_enum, as the register labels it. */
const STATUS_LABEL: Record<number, string> = {
  100: 'Submitted',
  200: 'Approved',
  300: 'Active',
  400: 'Rejected',
  500: 'Closed',
  600: 'Inactive'
};

/**
 * The Board of Resolution register for share capital.
 *
 * A co-operative allots shares only under a board resolution, and this is the list the Registrar or
 * an auditor asks for: every member's holding against the resolution that authorised it. The
 * account with no resolution recorded is the point of the register, so it sorts to the top and is
 * counted on its own rather than being left to be noticed.
 */
@Component({
  selector: 'mifosx-bor-report',
  templateUrl: './bor-report.component.html',
  styleUrls: ['./bor-report.component.scss'],
  imports: [
    ...STANDALONE_SHARED_IMPORTS,
    FaIconComponent,
    FormsModule
  ]
})
export class BorReportComponent implements OnInit {
  private borService = inject(BorReportService);

  readonly statusLabel = STATUS_LABEL;

  rows: BorRegisterRow[] = [];
  loading = false;
  loadError = '';

  /** '' = every status. */
  filterStatus: number | '' = '';
  filterBranch = '';
  filterResolution = '';
  search = '';
  /** Only the accounts with no resolution on file — the ones that need chasing. */
  missingOnly = false;

  exporting = false;

  ngOnInit(): void {
    this.load();
  }

  load(): void {
    this.loading = true;
    this.loadError = '';
    this.borService.getRegister().subscribe({
      next: (rows) => {
        this.loading = false;
        this.rows = rows;
      },
      error: (err: any) => {
        this.loading = false;
        this.rows = [];
        this.loadError = err?.error?.defaultUserMessage || 'Could not load the BOR register.';
      }
    });
  }

  /** Branches present in the data, so the filter offers only what can actually be selected. */
  get branches(): string[] {
    return [...new Set(this.rows.map((r) => r.officeName).filter(Boolean))].sort();
  }

  get statuses(): number[] {
    return [...new Set(this.rows.map((r) => r.statusEnum))].sort((a, b) => a - b);
  }

  get filtered(): BorRegisterRow[] {
    const needle = this.search.trim().toLowerCase();
    const resolutionNeedle = this.filterResolution.trim().toLowerCase();
    return this.rows.filter((r) => {
      if (this.filterStatus !== '' && r.statusEnum !== this.filterStatus) {
        return false;
      }
      if (this.filterBranch && r.officeName !== this.filterBranch) {
        return false;
      }
      if (this.missingOnly && r.resolutionNumber) {
        return false;
      }
      if (resolutionNeedle && !r.resolutionNumber.toLowerCase().includes(resolutionNeedle)) {
        return false;
      }
      if (
        needle &&
        !(
          r.clientName.toLowerCase().includes(needle) ||
          r.accountNo.toLowerCase().includes(needle) ||
          r.cifNumber.toLowerCase().includes(needle)
        )
      ) {
        return false;
      }
      return true;
    });
  }

  get totalShares(): number {
    return this.filtered.reduce((s, r) => s + r.approvedShares, 0);
  }

  get totalValue(): number {
    return this.filtered.reduce((s, r) => s + r.shareValue, 0);
  }

  /** How many resolutions the filtered holdings were authorised under. */
  get distinctResolutions(): number {
    return new Set(this.filtered.map((r) => r.resolutionNumber).filter(Boolean)).size;
  }

  get missingResolutionCount(): number {
    return this.rows.filter((r) => !r.resolutionNumber).length;
  }

  statusText(statusEnum: number): string {
    return STATUS_LABEL[statusEnum] || '—';
  }

  statusClass(statusEnum: number): string {
    return 'bor-status bor-status--' + (STATUS_LABEL[statusEnum] || 'unknown').toLowerCase();
  }

  resetFilters(): void {
    this.filterStatus = '';
    this.filterBranch = '';
    this.filterResolution = '';
    this.search = '';
    this.missingOnly = false;
  }

  async exportExcel(): Promise<void> {
    this.exporting = true;
    try {
      const rows = this.filtered;
      await exportWorkbook(
        [
          {
            sheetName: 'BOR Register',
            title: 'Board of Resolution Register — Share Capital',
            subtitle: `${rows.length} share account(s) · ${this.distinctResolutions} resolution(s) · ${this.totalShares} shares`,
            headers: [
              'Resolution No.',
              'Resolution Date',
              'Share A/c No.',
              'CIF No.',
              'Member Name',
              'Branch',
              'Product',
              'Shares',
              'Unit Price',
              'Share Value',
              'Tranches',
              'Status',
              'Activated On'
            ],
            widths: [
              20,
              16,
              18,
              16,
              30,
              18,
              18,
              10,
              12,
              14,
              10,
              12,
              14
            ],
            rows: rows.map((r) => [
              // Named rather than left blank, because an empty cell in a filing reads as an
              // oversight in the export rather than a gap in the register.
              r.resolutionNumber || 'NOT RECORDED',
              r.resolutionDate || '—',
              r.accountNo,
              r.cifNumber,
              r.clientName,
              r.officeName,
              r.productName,
              r.approvedShares,
              r.unitPrice,
              r.shareValue,
              r.trancheCount,
              this.statusText(r.statusEnum),
              r.activatedDate || '—'
            ])
          }
        ],
        'BOR-Register'
      );
    } finally {
      this.exporting = false;
    }
  }
}