cbsnexora/src/app/shares/shares-account-view/shares-account-view.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/.
 */

/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { ActivatedRoute, Router, RouterLinkActive, RouterLink, RouterOutlet } from '@angular/router';
import { MatDialog } from '@angular/material/dialog';

/** Custom Dialogs */
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
import { ShareCertificateDialogComponent } from './share-certificate-dialog/share-certificate-dialog.component';
import { ApplyCollectionDialogComponent } from './apply-collection-dialog/apply-collection-dialog.component';
import { DebitFromSavingsDialogComponent } from './debit-from-savings-dialog/debit-from-savings-dialog.component';

/** Custom Services */
import { SharesService } from '../shares.service';

/** Custom Buttons Configuration */
import { SharesButtonsConfiguration } from './shares-buttons.config';
import {
  MatCard,
  MatCardHeader,
  MatCardTitleGroup,
  MatCardMdImage,
  MatCardTitle,
  MatCardContent
} from '@angular/material/card';
import { MatTooltip } from '@angular/material/tooltip';
import { NgClass } from '@angular/common';
import { LongTextComponent } from '../../shared/long-text/long-text.component';
import { AccountNumberComponent } from '../../shared/account-number/account-number.component';
import { MatIconButton } from '@angular/material/button';
import { MatMenuTrigger, MatMenu, MatMenuItem } from '@angular/material/menu';
import { MatIcon } from '@angular/material/icon';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { MatTabNav, MatTabLink, MatTabNavPanel } from '@angular/material/tabs';
import { StatusLookupPipe } from '../../pipes/status-lookup.pipe';
import { FormatNumberPipe } from '../../pipes/format-number.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';

/**
 * Shares Account View
 */
@Component({
  selector: 'mifosx-shares-account-view',
  templateUrl: './shares-account-view.component.html',
  styleUrls: ['./shares-account-view.component.scss'],
  imports: [
    ...STANDALONE_SHARED_IMPORTS,
    MatCardHeader,
    MatCardTitleGroup,
    MatCardMdImage,
    MatTooltip,
    MatCardTitle,
    NgClass,
    LongTextComponent,
    AccountNumberComponent,
    MatIconButton,
    MatMenuTrigger,
    MatIcon,
    FaIconComponent,
    MatMenu,
    MatMenuItem,
    MatTabNav,
    MatTabLink,
    RouterLinkActive,
    MatTabNavPanel,
    RouterOutlet,
    StatusLookupPipe,
    FormatNumberPipe
  ]
})
export class SharesAccountViewComponent implements OnInit {
  private route = inject(ActivatedRoute);
  private router = inject(Router);
  private sharesService = inject(SharesService);
  dialog = inject(MatDialog);

  /** Shares Account Data */
  sharesAccountData: any;
  /** Button Configurations */
  buttonConfig: SharesButtonsConfiguration;

  entityType: string;

  /**
   * Fetches shares account data from `resolve`
   * @param {ActivatedRoute} route Activated Route
   * @param {Router} router Router
   * @param {SharesService} sharesService Shares Service
   * @param {MatDialog} dialog Mat Dialog
   */
  constructor() {
    this.route.data.subscribe((data: { sharesAccountData: any }) => {
      this.sharesAccountData = data.sharesAccountData;
    });
  }

  /** Whether this account has a details edit awaiting checker approval. */
  hasPendingEdit = false;

  ngOnInit() {
    this.setConditionalButtons();
    if (this.router.url.includes('clients')) {
      this.entityType = 'Client';
    } else if (this.router.url.includes('groups')) {
      this.entityType = 'Group';
    } else if (this.router.url.includes('centers')) {
      this.entityType = 'Center';
    }
    this.sharesService.getPendingShareAccountEdit(this.sharesAccountData.id).subscribe({
      next: (edit: any) => {
        this.hasPendingEdit = !!edit && edit.status === 'PENDING';
        if (this.hasPendingEdit) {
          this.buttonConfig.removeOption('Edit Details');
        }
      },
      error: () => {
        this.hasPendingEdit = false;
      }
    });
  }

  /**
   * Adds options to button config. conditionaly.
   */
  setConditionalButtons() {
    const status = this.sharesAccountData.status.value;
    this.buttonConfig = new SharesButtonsConfiguration(status);
    if (this.sharesAccountData.charges) {
      const charges: any[] = this.sharesAccountData.charges;
      charges.forEach((charge: any) => {
        if (charge.name === 'Annual fee - INR') {
          this.buttonConfig.addOption({
            name: 'Apply Anuual Fees',
            taskPermissionName: 'APPLYANNUALFEE_SAVINGSACCOUNT'
          });
        }
      });
    }
    if (status === 'Active') {
      const purchasedShares: any[] = this.sharesAccountData.purchasedShares;
      let sharesPendingForApproval = false;
      purchasedShares.forEach((share: any) => {
        if (
          share.status.code === 'purchasedSharesStatusType.applied' &&
          share.type.code === 'purchasedSharesType.purchased'
        ) {
          sharesPendingForApproval = true;
        }
      });
      if (!sharesPendingForApproval) {
        this.buttonConfig.removeButton('Approve Additional Shares');
        this.buttonConfig.removeButton('Reject Additional Shares');
      }
      // An Active account can carry "approved" shares nobody has actually paid for yet -- account
      // creation, approval and activation post no GL of their own; only applying a Share Advance
      // Collection does (see isSettled). A certificate for shares still unsettled would certify
      // capital that was never issued.
      if (!this.isSettled) {
        this.buttonConfig.removeOption('Share Certificate');
      }
    }
  }

  /**
   * Performs button action
   * @param {string} name Action name
   */
  doAction(name: string) {
    switch (name) {
      case 'Approve':
      case 'Reject':
      case 'Close':
      case 'Activate':
      case 'Undo Approval':
      case 'Apply Additional Shares':
      case 'Redeem Shares':
      case 'Approve Additional Shares':
      case 'Reject Additional Shares':
        this.router.navigate([`actions/${name}`], { relativeTo: this.route });
        break;
      case 'Modify Application':
        this.router.navigate(['edit'], { relativeTo: this.route });
        break;
      case 'Edit Details':
        this.router.navigate(['edit-details'], { relativeTo: this.route });
        break;
      case 'Apply Collection':
        this.applyCollection();
        break;
      case 'Debit from Savings':
        this.debitFromSavings();
        break;
      case 'Share Certificate':
        this.viewShareCertificate();
        break;
      case 'Delete':
        this.deleteSharesAccount();
        break;
    }
  }

  /**
   * Settles the member's Share Advance receipt against this account: the cash moves out of Share
   * Sundry into share capital, and the purchase entry becomes visible in the transactions and
   * passbook views.
   */
  private applyCollection() {
    const dialogRef = this.dialog.open(ApplyCollectionDialogComponent, {
      width: '560px',
      data: {
        shareAccountId: this.sharesAccountData.id,
        clientId: this.sharesAccountData.clientId,
        accountNo: this.sharesAccountData.accountNo
      }
    });
    dialogRef.afterClosed().subscribe((result: any) => {
      if (result) {
        // Account data comes from a route resolver, so re-running the route is what refreshes the
        // newly revealed transaction and the now-paid charges.
        this.router.navigateByUrl('/', { skipLocationChange: true }).then(() => {
          this.router.navigate([
            '/clients',
            this.sharesAccountData.clientId,
            'shares-accounts',
            this.sharesAccountData.id
          ]);
        });
      }
    });
  }

  /**
   * Whether the member's money has actually been taken and the shares issued.
   *
   * Until then the account is only an application: nothing has been debited and the member holds
   * nothing. The Transactions, Passbook and Charges tabs all describe money that has moved, so
   * showing them at that point reads as though the member has paid and holds shares when they have
   * done neither.
   *
   * Neither the account's status nor the purchase transaction's status can stand in for this: an
   * account goes Approved then Activated before anything is settled, and the purchase reads
   * Approved from the moment the account is approved. Only `collectionApplied` marks the point at
   * which the money was actually taken — by cash collection or by debiting savings.
   */
  get isSettled(): boolean {
    return !!this.sharesAccountData?.collectionApplied;
  }

  /**
   * Settles this account out of the member's linked savings instead of cash at the counter.
   *
   * Only records a request — a manager's approval is what debits the member and issues the shares —
   * so unlike Apply Collection there is nothing to refresh here until that approval happens.
   */
  private debitFromSavings() {
    this.dialog.open(DebitFromSavingsDialogComponent, {
      width: '560px',
      data: {
        shareAccountId: this.sharesAccountData.id,
        clientId: this.sharesAccountData.clientId,
        accountNo: this.sharesAccountData.accountNo
      }
    });
  }

  /**
   * Deletes Shares Account.
   */
  private deleteSharesAccount() {
    const deleteSharesAccountDialogRef = this.dialog.open(DeleteDialogComponent, {
      data: { deleteContext: `shares account with id: ${this.sharesAccountData.id}` }
    });
    deleteSharesAccountDialogRef.afterClosed().subscribe((response: any) => {
      if (response.delete) {
        this.sharesService.deleteSharesAccount(this.sharesAccountData.id).subscribe(() => {
          this.router.navigate(['../../'], { relativeTo: this.route });
        });
      }
    });
  }

  private viewShareCertificate() {
    this.dialog.open(ShareCertificateDialogComponent, {
      data: {
        sharesAccountData: this.sharesAccountData,
        clientId: this.sharesAccountData.clientId
      },
      width: '850px',
      maxWidth: '95vw'
    });
  }
}