cbsnexora/src/app/accounting/search-journal-entry/search-journal-entry.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, OnDestroy, ViewChild, AfterViewInit, inject } from '@angular/core';
import { MatPaginator } from '@angular/material/paginator';
import { MatSort, MatSortHeader } from '@angular/material/sort';
import { UntypedFormControl } from '@angular/forms';
import { ActivatedRoute, RouterLink } from '@angular/router';
import { merge } from 'rxjs';
import { tap, startWith, map, distinctUntilChanged, debounceTime } from 'rxjs/operators';
import { AccountingService } from '../accounting.service';
import { DISABLED_ACCOUNTING_FEATURES } from '../disabled-features';
import { SettingsService } from 'app/settings/settings.service';
import { JournalEntriesDataSource } from './journal-entry.datasource';
import { Dates } from 'app/core/utils/dates';
import { MatAutocompleteTrigger, MatAutocomplete } from '@angular/material/autocomplete';
import { GlAccountSelectorComponent } from '../../shared/accounting/gl-account-selector/gl-account-selector.component';
import { AsyncPipe, NgClass, NgIf, NgFor, DecimalPipe, CurrencyPipe } from '@angular/common';
import {
  MatTable,
  MatColumnDef,
  MatHeaderCellDef,
  MatHeaderCell,
  MatCellDef,
  MatCell,
  MatHeaderRowDef,
  MatHeaderRow,
  MatRowDef,
  MatRow,
  MatNoDataRow
} from '@angular/material/table';
import { DateFormatPipe } from '../../pipes/date-format.pipe';
import { DatetimeFormatPipe } from '../../pipes/datetime-format.pipe';
import { FormatNumberPipe } from '../../pipes/format-number.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { MatCardModule } from '@angular/material/card';
import { MatTooltipModule } from '@angular/material/tooltip';
import { MatIconModule } from '@angular/material/icon';
const STATE_KEY = 'gl_ledger_filter_state';

@Component({
  selector: 'mifosx-search-journal-entry',
  standalone: true,
  templateUrl: './search-journal-entry.component.html',
  styleUrls: ['./search-journal-entry.component.scss'],
  imports: [
    ...STANDALONE_SHARED_IMPORTS,
    MatAutocompleteTrigger,
    GlAccountSelectorComponent,
    MatAutocomplete,
    MatTable,
    MatSort,
    MatColumnDef,
    MatHeaderCellDef,
    MatHeaderCell,
    MatSortHeader,
    MatCellDef,
    MatCell,
    MatHeaderRowDef,
    MatHeaderRow,
    MatRowDef,
    MatRow,
    MatNoDataRow,
    MatPaginator,
    AsyncPipe,
    NgClass,
    NgIf,
    NgFor,
    DateFormatPipe,
    DatetimeFormatPipe,
    FormatNumberPipe,
    FaIconComponent,
    MatCardModule,
    MatTooltipModule,
    MatIconModule,
    RouterLink
  ]
})
export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterViewInit {
  private accountingService = inject(AccountingService);
  private settingsService = inject(SettingsService);
  private dateUtils = inject(Dates);
  private route = inject(ActivatedRoute);

  // ── Misc ──────────────────────────────────────────────────────────────────
  minDate = new Date(2000, 0, 1);
  maxDate = new Date();
  /** Accounting features switched off for this installation — see disabled-features.ts. */
  disabledFeatures = DISABLED_ACCOUNTING_FEATURES;

  // ── Filter controls ───────────────────────────────────────────────────────
  officeName = new UntypedFormControl();
  officeData: any;
  filteredOfficeData: any;
  glAccount = new UntypedFormControl();
  glAccountData: any;
  entryTypeFilter = new UntypedFormControl('');
  transactionDateFrom = new UntypedFormControl(new Date(new Date().setMonth(new Date().getMonth() - 1)));
  transactionDateTo = new UntypedFormControl(new Date());
  transactionIdCtrl = new UntypedFormControl();
  submittedOnDateFrom = new UntypedFormControl();
  submittedOnDateTo = new UntypedFormControl();
  referenceNumber = new UntypedFormControl();

  entryTypeFilterData = [
    { option: 'All Entries', value: '' },
    { option: 'Manual Entries', value: 'true' },
    { option: 'System Entries', value: 'false' }
  ];

  // ── Table columns ─────────────────────────────────────────────────────────
  displayedColumns: string[] = [
    'id',
    'transactionDate',
    'transactionId',
    'savingsAccountNo',
    'officeName',
    'glAccountCode',
    'glAccountName',
    'glAccountType',
    'entryType',
    'debit',
    'credit',
    'runningBalance',
    'manualEntry',
    'createdByUserName',
    'submittedOnDate',
    'actions'
  ];
  dayWiseColumns = [
    'date',
    'openingBalance',
    'totalDebit',
    'totalCredit',
    'netMovement',
    'closingBalance',
    'entryCount'
  ];

  dataSource: JournalEntriesDataSource;

  // ── Ledger summary (from backend /ledger endpoint) ────────────────────────
  ledgerData: any = null;
  ledgerLoading = false;

  openingBalance = 0;
  closingBalance = 0;
  totalDebit = 0;
  totalCredit = 0;
  netMovement = 0;
  totalEntries = 0;
  isDebitNormal = true;
  dayWiseData: any[] = [];
  glAccountInfo: any = null;

  // ── UI state ──────────────────────────────────────────────────────────────
  activeQuickFilter = '';
  activeFiltersCount = 0;
  showAdvancedFilters = false;
  selectedGlAccountId: number | null = null;

  // ── Quick date filter presets ─────────────────────────────────────────────
  quickFilters = [
    { label: 'Today', icon: 'calendar-day', type: 'day' },
    { label: 'Yesterday', icon: 'calendar-alt', type: 'prev' },
    { label: 'This Week', icon: 'calendar-week', type: 'week' },
    { label: 'Last Week', icon: 'calendar-week', type: 'lastweek' },
    { label: 'This Month', icon: 'calendar-alt', type: 'month' },
    { label: 'Last Month', icon: 'calendar-alt', type: 'lastmonth' },
    { label: 'Last 3 Mo', icon: 'chart-area', type: 'range', days: 90 },
    { label: 'Last 6 Mo', icon: 'chart-area', type: 'range', days: 180 },
    { label: 'This Year', icon: 'calendar-check', type: 'year' }
  ];

  filterJournalEntriesBy = [
    { type: 'officeId', value: '' },
    { type: 'glAccountId', value: '' },
    { type: 'manualEntriesOnly', value: '' },
    { type: 'transactionId', value: '' },
    {
      type: 'fromDate',
      value: this.dateUtils.formatDate(
        new Date(new Date().setMonth(new Date().getMonth() - 1)),
        this.settingsService.dateFormat
      )
    },
    { type: 'toDate', value: this.dateUtils.formatDate(new Date(), this.settingsService.dateFormat) },
    { type: 'submittedOnDateFrom', value: '' },
    { type: 'submittedOnDateTo', value: '' },
    { type: 'dateFormat', value: this.settingsService.dateFormat },
    { type: 'locale', value: this.settingsService.language.code }
  ];

  @ViewChild(MatPaginator, { static: true }) paginator: MatPaginator;
  @ViewChild(MatSort, { static: true }) sort: MatSort;

  constructor() {
    this.route.data.subscribe((data: { offices: any; glAccounts: any }) => {
      this.officeData = data.offices;
      this.glAccountData = data.glAccounts;
    });
  }

  ngOnInit() {
    this.maxDate = this.settingsService.businessDate;
    this.paginator.pageSize = 10;
    this.restoreState();
    this.setFilteredOffices();
    this.getJournalEntries();
    this.loadLedgerSummary();
  }

  ngOnDestroy() {
    this.saveState();
  }

  private saveState() {
    const fromFilter = this.filterJournalEntriesBy.find((f) => f.type === 'fromDate');
    const toFilter = this.filterJournalEntriesBy.find((f) => f.type === 'toDate');
    const state = {
      fromDateFilter: fromFilter?.value || '',
      toDateFilter: toFilter?.value || '',
      fromDateIso: this.transactionDateFrom.value ? new Date(this.transactionDateFrom.value).toISOString() : '',
      toDateIso: this.transactionDateTo.value ? new Date(this.transactionDateTo.value).toISOString() : '',
      glAccountId: this.selectedGlAccountId,
      glAccountValue: this.glAccount.value,
      entryType: this.entryTypeFilter.value,
      activeQuickFilter: this.activeQuickFilter,
      pageIndex: this.paginator.pageIndex,
      pageSize: this.paginator.pageSize
    };
    sessionStorage.setItem(STATE_KEY, JSON.stringify(state));
  }

  private restoreState() {
    try {
      const raw = sessionStorage.getItem(STATE_KEY);
      if (!raw) {
        return;
      }
      const state = JSON.parse(raw);

      // Restore date pickers and filter strings
      if (state.fromDateIso) {
        this.transactionDateFrom.setValue(new Date(state.fromDateIso), { emitEvent: false });
        const idx = this.filterJournalEntriesBy.findIndex((f) => f.type === 'fromDate');
        if (idx >= 0) {
          this.filterJournalEntriesBy[idx].value = state.fromDateFilter;
        }
      }
      if (state.toDateIso) {
        this.transactionDateTo.setValue(new Date(state.toDateIso), { emitEvent: false });
        const idx = this.filterJournalEntriesBy.findIndex((f) => f.type === 'toDate');
        if (idx >= 0) {
          this.filterJournalEntriesBy[idx].value = state.toDateFilter;
        }
      }

      // Restore GL account — set the form value so the selector shows it
      if (state.glAccountId) {
        this.selectedGlAccountId = state.glAccountId;
        this.glAccount.setValue(state.glAccountValue, { emitEvent: false });
        const idx = this.filterJournalEntriesBy.findIndex((f) => f.type === 'glAccountId');
        if (idx >= 0) {
          this.filterJournalEntriesBy[idx].value = String(state.glAccountId);
        }
      }

      // Restore entry type filter
      if (state.entryType !== undefined && state.entryType !== null) {
        this.entryTypeFilter.setValue(state.entryType, { emitEvent: false });
        const idx = this.filterJournalEntriesBy.findIndex((f) => f.type === 'manualEntriesOnly');
        if (idx >= 0) {
          this.filterJournalEntriesBy[idx].value = state.entryType;
        }
      }

      if (state.activeQuickFilter) {
        this.activeQuickFilter = state.activeQuickFilter;
      }
      if (state.pageIndex != null) {
        this.paginator.pageIndex = state.pageIndex;
      }
      if (state.pageSize != null) {
        this.paginator.pageSize = state.pageSize;
      }
    } catch (_) {
      /* ignore corrupt state */
    }
  }

  ngAfterViewInit() {
    this.officeName.valueChanges
      .pipe(
        map((v) => (v?.id ? String(v.id) : '')),
        debounceTime(500),
        distinctUntilChanged(),
        tap((val) => this.applyFilter(val, 'officeId'))
      )
      .subscribe();

    this.glAccount.valueChanges
      .pipe(
        debounceTime(500),
        distinctUntilChanged(),
        tap((val) => {
          // GlAccountSelectorComponent emits the account id (number) directly
          const id = val != null && val !== '' ? String(val) : '';
          this.selectedGlAccountId = id ? Number(id) : null;
          this.applyFilter(id, 'glAccountId');
        })
      )
      .subscribe();

    this.entryTypeFilter.valueChanges
      .pipe(
        debounceTime(300),
        distinctUntilChanged(),
        tap((val) => this.applyFilter(val ?? '', 'manualEntriesOnly'))
      )
      .subscribe();

    this.transactionIdCtrl.valueChanges
      .pipe(
        debounceTime(600),
        distinctUntilChanged(),
        tap((val) => this.applyFilter(val ?? '', 'transactionId'))
      )
      .subscribe();

    this.transactionDateFrom.valueChanges
      .pipe(
        debounceTime(500),
        distinctUntilChanged(),
        tap((val) => this.applyFilter(this.dateUtils.formatDate(val, this.settingsService.dateFormat), 'fromDate'))
      )
      .subscribe();

    this.transactionDateTo.valueChanges
      .pipe(
        debounceTime(500),
        distinctUntilChanged(),
        tap((val) => this.applyFilter(this.dateUtils.formatDate(val, this.settingsService.dateFormat), 'toDate'))
      )
      .subscribe();

    this.submittedOnDateFrom.valueChanges
      .pipe(
        debounceTime(500),
        distinctUntilChanged(),
        tap((val) =>
          this.applyFilter(this.dateUtils.formatDate(val, this.settingsService.dateFormat), 'submittedOnDateFrom')
        )
      )
      .subscribe();

    this.submittedOnDateTo.valueChanges
      .pipe(
        debounceTime(500),
        distinctUntilChanged(),
        tap((val) =>
          this.applyFilter(this.dateUtils.formatDate(val, this.settingsService.dateFormat), 'submittedOnDateTo')
        )
      )
      .subscribe();

    this.sort.sortChange.subscribe(() => (this.paginator.pageIndex = 0));
    merge(this.sort.sortChange, this.paginator.page)
      .pipe(tap(() => this.loadJournalEntriesPage()))
      .subscribe();
  }

  // ── Ledger Summary (backend-computed) ─────────────────────────────────────
  loadLedgerSummary() {
    this.ledgerLoading = true;
    const fromFilter = this.filterJournalEntriesBy.find((f) => f.type === 'fromDate');
    const toFilter = this.filterJournalEntriesBy.find((f) => f.type === 'toDate');
    const offFilter = this.filterJournalEntriesBy.find((f) => f.type === 'officeId');
    const manFilter = this.filterJournalEntriesBy.find((f) => f.type === 'manualEntriesOnly');
    const txnFilter = this.filterJournalEntriesBy.find((f) => f.type === 'transactionId');

    this.accountingService
      .getGLAccountLedger({
        glAccountId: this.selectedGlAccountId ?? undefined,
        officeId: offFilter?.value ? Number(offFilter.value) : undefined,
        fromDate: fromFilter?.value || undefined,
        toDate: toFilter?.value || undefined,
        dateFormat: this.settingsService.dateFormat,
        locale: this.settingsService.language.code,
        manualEntriesOnly: manFilter?.value === 'true' ? true : manFilter?.value === 'false' ? false : undefined,
        transactionId: txnFilter?.value || undefined,
        limit: 0, // summary only — no entries page needed from this call
        offset: 0
      })
      .subscribe({
        next: (data: any) => {
          this.ledgerData = data;
          this.glAccountInfo = data.glAccount;
          this.openingBalance = Number(data.openingBalance ?? 0);
          this.closingBalance = Number(data.closingBalance ?? 0);
          this.totalDebit = Number(data.totalDebit ?? 0);
          this.totalCredit = Number(data.totalCredit ?? 0);
          this.netMovement = Number(data.netMovement ?? 0);
          this.totalEntries = Number(data.totalEntries ?? 0);
          this.isDebitNormal = data.debitNormal !== false;
          this.dayWiseData = (data.dayWiseSummary || []).map((d: any) => ({
            date: d.date,
            openingBalance: Number(d.openingBalance ?? 0),
            totalDebit: Number(d.totalDebit ?? 0),
            totalCredit: Number(d.totalCredit ?? 0),
            netMovement: Number(d.netMovement ?? 0),
            closingBalance: Number(d.closingBalance ?? 0),
            entryCount: d.entryCount || 0
          }));
          this.updateActiveFiltersCount();
          this.ledgerLoading = false;
        },
        error: (err: any) => {
          console.error('[LedgerSummary] API error:', err);
          this.ledgerLoading = false;
        }
      });
  }

  // ── Quick filter ──────────────────────────────────────────────────────────
  applyQuickFilter(q: any) {
    this.activeQuickFilter = q.label;
    const today = new Date();
    today.setHours(0, 0, 0, 0);
    let from: Date, to: Date;

    switch (q.type) {
      case 'day':
        from = new Date(today);
        to = new Date(today);
        break;
      case 'prev':
        from = new Date(today);
        from.setDate(from.getDate() - 1);
        to = new Date(from);
        break;
      case 'week': {
        const dow = today.getDay();
        from = new Date(today);
        from.setDate(today.getDate() - dow);
        to = new Date(today);
        break;
      }
      case 'lastweek': {
        const dow = today.getDay();
        to = new Date(today);
        to.setDate(today.getDate() - dow - 1);
        from = new Date(to);
        from.setDate(to.getDate() - 6);
        break;
      }
      case 'month':
        from = new Date(today.getFullYear(), today.getMonth(), 1);
        to = new Date(today);
        break;
      case 'lastmonth':
        from = new Date(today.getFullYear(), today.getMonth() - 1, 1);
        to = new Date(today.getFullYear(), today.getMonth(), 0);
        break;
      case 'year':
        from = new Date(today.getFullYear(), 0, 1);
        to = new Date(today);
        break;
      default:
        from = new Date(today);
        from.setDate(today.getDate() - (q.days || 90));
        to = new Date(today);
    }

    this.transactionDateFrom.setValue(from, { emitEvent: false });
    this.transactionDateTo.setValue(to, { emitEvent: false });
    this.applyFilter(this.dateUtils.formatDate(from, this.settingsService.dateFormat), 'fromDate');
    this.applyFilter(this.dateUtils.formatDate(to, this.settingsService.dateFormat), 'toDate');
  }

  clearQuickFilter() {
    this.activeQuickFilter = '';
    const dfrom = new Date(new Date().setMonth(new Date().getMonth() - 1));
    const dto = new Date();
    this.transactionDateFrom.setValue(dfrom, { emitEvent: false });
    this.transactionDateTo.setValue(dto, { emitEvent: false });
    this.applyFilter(this.dateUtils.formatDate(dfrom, this.settingsService.dateFormat), 'fromDate');
    this.applyFilter(this.dateUtils.formatDate(dto, this.settingsService.dateFormat), 'toDate');
  }

  clearFilters() {
    sessionStorage.removeItem(STATE_KEY);
    this.officeName.setValue('', { emitEvent: false });
    this.glAccount.setValue('', { emitEvent: false });
    this.entryTypeFilter.setValue('', { emitEvent: false });
    this.transactionIdCtrl.setValue('', { emitEvent: false });
    this.submittedOnDateFrom.setValue('', { emitEvent: false });
    this.submittedOnDateTo.setValue('', { emitEvent: false });
    this.referenceNumber.setValue('', { emitEvent: false });
    this.selectedGlAccountId = null;
    this.filterJournalEntriesBy.forEach((f) => {
      if (![
          'fromDate',
          'toDate',
          'dateFormat',
          'locale'
        ].includes(f.type)) f.value = '';
    });
    this.clearQuickFilter();
    this.loadLedgerSummary();
    this.loadJournalEntriesPage();
  }

  // ── Table & pagination ────────────────────────────────────────────────────
  loadJournalEntriesPage() {
    if (!this.sort.direction) {
      delete (this.sort as any).active;
    }
    this.dataSource.getJournalEntries(
      this.filterJournalEntriesBy,
      this.sort.active,
      this.sort.direction,
      this.paginator.pageIndex,
      this.paginator.pageSize || 10
    );
  }

  applyFilter(filterValue: string, property: string) {
    this.paginator.pageIndex = 0;
    const idx = this.filterJournalEntriesBy.findIndex((f) => f.type === property);
    if (idx >= 0) this.filterJournalEntriesBy[idx].value = filterValue;
    this.loadJournalEntriesPage();
    this.loadLedgerSummary();
  }

  getJournalEntries() {
    this.dataSource = new JournalEntriesDataSource(this.accountingService);
    this.dataSource.getJournalEntries(
      this.filterJournalEntriesBy,
      this.sort.active,
      this.sort.direction,
      this.paginator.pageIndex,
      this.paginator.pageSize || 10
    );
  }

  // ── Helper getters ────────────────────────────────────────────────────────
  get hasGlAccountFilter(): boolean {
    return !!this.selectedGlAccountId;
  }

  get netMovementPositive(): boolean {
    return this.netMovement >= 0;
  }

  getRunningBalance(entry: any): number {
    return Number(entry.officeRunningBalance ?? entry.organizationRunningBalance ?? 0);
  }

  getAccountTypeBadgeClass(type: string): string {
    const m: Record<string, string> = {
      ASSET: 'gl-badge--asset',
      LIABILITY: 'gl-badge--liability',
      INCOME: 'gl-badge--income',
      EXPENSE: 'gl-badge--expense',
      EQUITY: 'gl-badge--equity'
    };
    return m[type] || 'gl-badge--default';
  }

  getAccountTypeIcon(type: string): string {
    const m: Record<string, string> = {
      ASSET: 'building-columns',
      LIABILITY: 'file-lines',
      INCOME: 'arrow-down',
      EXPENSE: 'arrow-up',
      EQUITY: 'scale-balanced'
    };
    return m[type] || 'tag';
  }

  getEntryTypeClass(entry: any): string {
    return entry.entryType?.value === 'DEBIT' ? 'gl-row--dr' : 'gl-row--cr';
  }

  getDayNetClass(net: number): string {
    return net >= 0 ? 'gl-positive' : 'gl-negative';
  }

  private updateActiveFiltersCount() {
    this.activeFiltersCount = this.filterJournalEntriesBy.filter(
      (f) => ![
          'dateFormat',
          'locale',
          'fromDate',
          'toDate'
        ].includes(f.type) && f.value !== ''
    ).length;
  }

  displayOfficeName(office?: any): string | undefined {
    return office ? office.name : undefined;
  }

  setFilteredOffices() {
    this.filteredOfficeData = this.officeName.valueChanges.pipe(
      startWith(''),
      map((o: any) => (typeof o === 'string' ? o : o?.name || '')),
      map((n: string) =>
        n ? this.officeData?.filter((o: any) => o.name.toLowerCase().includes(n.toLowerCase())) : this.officeData
      )
    );
  }

  formatLedgerDate(dateArr: any): string {
    if (!dateArr) return '—';
    if (Array.isArray(dateArr)) {
      return `${dateArr[0]}-${String(dateArr[1]).padStart(2, '0')}-${String(dateArr[2]).padStart(2, '0')}`;
    }
    return String(dateArr).substring(0, 10);
  }
}