cbsnexora/src/app/interest-posting-report/interest-posting-report.service.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 { Injectable, inject } from '@angular/core';
import { HttpClient, HttpParams } from '@angular/common/http';
import { Observable } from 'rxjs';

export type InterestPostingReportStatus = 'GENERATED' | 'APPROVED' | 'POSTED' | 'SUPERSEDED';

/** Which branches a list covers: the user's own, or (head office only) every other branch. */
export type ReportScope = 'own' | 'others';

export interface InterestPostingReport {
  id: number;
  productId: number;
  productName: string;
  officeId: number;
  officeName: string;
  postingDate: string;
  status: InterestPostingReportStatus;
  totalInterest: number;
  accountCount: number;
  generationMode: 'AUTO' | 'MANUAL';
  generatedAt: string;
  generatedBy: string | null;
  approvedAt: string | null;
  approvedBy: string | null;
  approvedOnBehalf: boolean;
  postedAt: string | null;
  failureReason: string | null;
  /** Whether the signed-in user may regenerate or approve it: their own branch, or the head office for a branch that did not open. */
  canAct: boolean;
  /** Why not, where canAct is false. */
  blockedReason: string | null;
}

export interface InterestPostingReportLine {
  savingsAccountId: number;
  accountNo: string;
  clientName: string;
  interestAmount: number;
  balanceBefore: number;
  balanceAfter: number;
  savingsTransactionId: number | null;
}

export interface InterestPostingReportDetail extends InterestPostingReport {
  payableGlCode: string | null;
  payableGlName: string | null;
  paidGlCode: string | null;
  paidGlName: string | null;
  expenseGlCode: string | null;
  expenseGlName: string | null;
  lines: InterestPostingReportLine[];
}

export interface InterestPostingDue {
  productId: number;
  productName: string;
  officeId: number;
  officeName: string;
  postingDate: string;
  canAct: boolean;
  blockedReason: string | null;
}

export interface InterestPostingSummaryRow {
  id: number;
  postingDate: string;
  officeId: number;
  officeName: string;
  productId: number;
  productName: string;
  accountCount: number;
  totalInterest: number;
  status: InterestPostingReportStatus;
  approvedBy: string | null;
  approvedOnBehalf: boolean;
  approvedAt: string | null;
  postedAt: string | null;
}

export interface InterestPreviewRow {
  officeId: number;
  officeName: string;
  productId: number;
  productName: string;
  savingsAccountId: number;
  accountNo: string;
  clientName: string;
  balance: number;
  rate: number;
  cycleStart: string;
  postingDate: string;
  asOf: string;
  interest: number;
}

/**
 * The savings interest posting reports, one per branch and product: generated at noon on a posting
 * date, approved by the branch, posted when the branch closes the day.
 */
@Injectable({ providedIn: 'root' })
export class InterestPostingReportService {
  private http = inject(HttpClient);
  private readonly base = '/savingsinterestpostingreports';

  /** scope 'own' is the user's own branch; 'others' (head office only) every other branch. */
  list(
    postingDate?: string,
    status?: string,
    officeId?: number,
    scope?: ReportScope
  ): Observable<InterestPostingReport[]> {
    let params = new HttpParams();
    if (scope) params = params.set('scope', scope);
    if (postingDate) params = params.set('postingDate', postingDate);
    if (status) params = params.set('status', status);
    if (officeId) params = params.set('officeId', String(officeId));
    return this.http.get<InterestPostingReport[]>(this.base, { params });
  }

  /** Branch and product pairs with interest due by the date and no report yet, that this user may generate. */
  dueWithoutReport(postingDate?: string, scope?: ReportScope): Observable<InterestPostingDue[]> {
    let params = new HttpParams();
    if (scope) params = params.set('scope', scope);
    if (postingDate) params = params.set('postingDate', postingDate);
    return this.http.get<InterestPostingDue[]>(`${this.base}/due-without-report`, { params });
  }

  /** The signed-in user's branch, and whether it is the head office. */
  context(): Observable<{ officeId: number; officeName: string; headOffice: boolean }> {
    return this.http.get<{ officeId: number; officeName: string; headOffice: boolean }>(`${this.base}/context`);
  }

  detail(reportId: number): Observable<InterestPostingReportDetail> {
    return this.http.get<InterestPostingReportDetail>(`${this.base}/${reportId}`);
  }

  regenerate(
    productId: number,
    officeId: number,
    postingDate: string
  ): Observable<{ reportId: number; status: string }> {
    return this.http.post<{ reportId: number; status: string }>(
      this.base,
      { productId, officeId, postingDate },
      { params: new HttpParams().set('command', 'regenerate') }
    );
  }

  approve(reportId: number): Observable<{ reportId: number; status: string }> {
    return this.http.post<{ reportId: number; status: string }>(
      `${this.base}/${reportId}`,
      {},
      { params: new HttpParams().set('command', 'approve') }
    );
  }

  /** Interest each account has earned so far this cycle, as if posted today. View only. */
  preview(officeId?: number): Observable<InterestPreviewRow[]> {
    let params = new HttpParams();
    if (officeId) params = params.set('officeId', String(officeId));
    return this.http.get<InterestPreviewRow[]>(`${this.base}/preview`, { params });
  }

  /** The head office's branch-wise view over a date range. */
  summary(fromDate?: string, toDate?: string, productId?: number): Observable<InterestPostingSummaryRow[]> {
    let params = new HttpParams();
    if (fromDate) params = params.set('fromDate', fromDate);
    if (toDate) params = params.set('toDate', toDate);
    if (productId) params = params.set('productId', String(productId));
    return this.http.get<InterestPostingSummaryRow[]>(`${this.base}/summary`, { params });
  }
}