cbsnexora/src/app/interest-posting-summary/interest-posting-summary.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 { SettingsService } from 'app/settings/settings.service';
import { exportWorkbook } from '../cashier/cashier-export';
import {
  InterestPostingReportService,
  InterestPostingSummaryRow
} from '../interest-posting-report/interest-posting-report.service';

/**
 * The head office's view of savings interest across branches: for each posting date, branch and
 * product, how many customers were paid and how much, and whether it has been approved and posted.
 * Nothing is approved here — each branch approves its own — so it is a report and an Excel export.
 */
@Component({
  selector: 'mifosx-interest-posting-summary',
  templateUrl: './interest-posting-summary.component.html',
  styleUrls: ['../interest-posting-report/interest-posting-report.component.scss'],
  imports: [
    ...STANDALONE_SHARED_IMPORTS,
    FormsModule,
    FaIconComponent
  ]
})
export class InterestPostingSummaryComponent implements OnInit {
  private reportService = inject(InterestPostingReportService);
  private settingsService = inject(SettingsService);

  fromDate = '';
  toDate = '';
  productId: number | null = null;

  loading = false;
  errorMessage = '';
  rows: InterestPostingSummaryRow[] = [];

  ngOnInit(): void {
    const today = this.businessDateIso();
    this.toDate = today;
    this.fromDate = `${today.slice(0, 7)}-01`;
    this.load();
  }

  load(): void {
    this.loading = true;
    this.errorMessage = '';
    this.reportService.summary(this.fromDate || undefined, this.toDate || undefined).subscribe({
      next: (rows) => {
        this.rows = rows ?? [];
        this.loading = false;
      },
      error: (err) => {
        this.loading = false;
        this.rows = [];
        this.errorMessage =
          err?.error?.errors?.[0]?.defaultUserMessage ??
          err?.error?.defaultUserMessage ??
          err?.error?.message ??
          'Could not load the interest summary.';
      }
    });
  }

  /** Products present in the loaded rows, for the filter. */
  get products(): { id: number; name: string }[] {
    const seen = new Map<number, string>();
    this.rows.forEach((r) => seen.set(r.productId, r.productName));
    return [...seen.entries()].map(
      ([
        id,
        name
      ]) => ({ id, name })
    );
  }

  get shown(): InterestPostingSummaryRow[] {
    return this.productId ? this.rows.filter((r) => r.productId === this.productId) : this.rows;
  }

  get totalCustomers(): number {
    return this.shown.reduce((sum, r) => sum + (r.accountCount || 0), 0);
  }

  get totalInterest(): number {
    return this.shown.reduce((sum, r) => sum + Number(r.totalInterest || 0), 0);
  }

  get postedInterest(): number {
    return this.shown.filter((r) => r.status === 'POSTED').reduce((sum, r) => sum + Number(r.totalInterest || 0), 0);
  }

  get pendingCount(): number {
    return this.shown.filter((r) => r.status !== 'POSTED').length;
  }

  /** Branch totals, for the second table and the export. */
  get byBranch(): { officeName: string; customers: number; interest: number; posted: number; reports: number }[] {
    const map = new Map<
      string,
      { officeName: string; customers: number; interest: number; posted: number; reports: number }
    >();
    this.shown.forEach((r) => {
      const key = r.officeName || '—';
      const row = map.get(key) ?? { officeName: key, customers: 0, interest: 0, posted: 0, reports: 0 };
      row.customers += r.accountCount || 0;
      row.interest += Number(r.totalInterest || 0);
      row.posted += r.status === 'POSTED' ? Number(r.totalInterest || 0) : 0;
      row.reports += 1;
      map.set(key, row);
    });
    return [...map.values()].sort((a, b) => a.officeName.localeCompare(b.officeName));
  }

  statusClass(status: string): string {
    return (
      {
        GENERATED: 'ipr-badge--pending',
        APPROVED: 'ipr-badge--approved',
        POSTED: 'ipr-badge--posted'
      }[status] ?? 'ipr-badge--muted'
    );
  }

  exportExcel(): void {
    const period = `Posting dates ${this.fromDate || '…'} to ${this.toDate || '…'}`;
    const product = this.productId ? this.products.find((p) => p.id === this.productId)?.name : 'All products';
    exportWorkbook(
      [
        {
          sheetName: 'By report',
          title: 'Savings Interest — Branch-wise Posting',
          subtitle: `${period} · ${product}`,
          headers: [
            'Posting Date',
            'Branch',
            'Product',
            'Customers',
            'Interest',
            'Status',
            'Approved By',
            'Approved At',
            'Posted At'
          ],
          widths: [
            14,
            22,
            24,
            12,
            16,
            12,
            20,
            20,
            20
          ],
          rows: [
            ...this.shown.map((r) => [
              r.postingDate,
              r.officeName,
              r.productName,
              r.accountCount,
              Number(r.totalInterest || 0),
              r.status,
              (r.approvedBy || '') + (r.approvedOnBehalf ? ' (HO)' : ''),
              r.approvedAt || '',
              r.postedAt || ''
            ]),
            [
              'TOTAL',
              '',
              '',
              this.totalCustomers,
              this.totalInterest,
              '',
              '',
              '',
              ''
            ]
          ]
        },
        {
          sheetName: 'By branch',
          title: 'Savings Interest — Branch Totals',
          subtitle: `${period} · ${product}`,
          headers: [
            'Branch',
            'Reports',
            'Customers',
            'Interest',
            'Posted',
            'Not Yet Posted'
          ],
          widths: [
            22,
            10,
            12,
            16,
            16,
            16
          ],
          rows: [
            ...this.byBranch.map((b) => [
              b.officeName,
              b.reports,
              b.customers,
              b.interest,
              b.posted,
              b.interest - b.posted
            ]),
            [
              'TOTAL',
              this.shown.length,
              this.totalCustomers,
              this.totalInterest,
              this.postedInterest,
              this.totalInterest - this.postedInterest
            ]
          ]
        }
      ],
      `savings-interest-branch-summary-${this.fromDate}-to-${this.toDate}`
    );
  }

  private businessDateIso(): string {
    const businessDate = this.settingsService.businessDate as any;
    const parsed = businessDate ? new Date(businessDate) : new Date();
    if (isNaN(parsed.getTime())) {
      return new Date().toISOString().slice(0, 10);
    }
    const month = String(parsed.getMonth() + 1).padStart(2, '0');
    const day = String(parsed.getDate()).padStart(2, '0');
    return `${parsed.getFullYear()}-${month}-${day}`;
  }
}