cbsnexora/src/app/shares/reports/share-folio-statement/share-folio-statement.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 { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute, Router } from '@angular/router';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';

import { SharesService } from '../../shares.service';
import {
  SHARE_TXN_TYPE,
  fundingLabel,
  holdingStateClass,
  holdingStateLabel,
  holdingStateNote,
  holdingStateRowClass,
  shareReportCsv,
  shareReportPrint
} from '../share-report.util';

/**
 * Folio Statement — one member's folio in the share register: every account they hold and every
 * movement across all of them, in one running sequence.
 *
 * <p>
 * Where the Account Statement is one account, a folio is the member. Someone holding two share
 * classes has two accounts but one folio, and the register is kept by folio — so the running balance
 * here is across accounts, which is the figure the register itself carries.
 */
@Component({
  selector: 'mifosx-share-folio-statement',
  templateUrl: './share-folio-statement.component.html',
  styleUrls: [
    '../../../letter-mgmt/certificates/certificates.shared.scss',
    '../share-report.shared.scss'
  ],
  imports: [
    CommonModule,
    FormsModule,
    FaIconComponent
  ]
})
export class ShareFolioStatementComponent implements OnInit {
  private sharesService = inject(SharesService);
  private route = inject(ActivatedRoute);
  private router = inject(Router);

  search = '';
  searching = false;
  searched = false;
  loadError = '';

  matches: any[] = [];
  folio: any = null;
  accounts: any[] = [];
  lines: any[] = [];
  totals: any = null;

  fromDate = '';
  toDate = '';

  /** Held once a folio is open, so changing the period re-queries the same member. */
  private resolvedClientId: number | null = null;

  ngOnInit(): void {
    const clientId = this.route.snapshot.queryParamMap.get('clientId');
    if (clientId) {
      this.resolvedClientId = Number(clientId);
      this.fetch({ clientId: this.resolvedClientId });
    }
  }

  runSearch(): void {
    const term = this.search.trim();
    if (!term) {
      return;
    }
    this.resolvedClientId = null;
    this.fetch({ search: term });
  }

  loadByClient(clientId: number): void {
    this.resolvedClientId = clientId;
    this.fetch({ clientId });
  }

  reloadPeriod(): void {
    if (this.resolvedClientId) {
      this.fetch({ clientId: this.resolvedClientId });
    }
  }

  clearPeriod(): void {
    this.fromDate = '';
    this.toDate = '';
    this.reloadPeriod();
  }

  private fetch(params: { search?: string; clientId?: number }): void {
    this.searching = true;
    this.loadError = '';
    this.sharesService
      .getShareFolioStatement({ ...params, fromDate: this.fromDate, toDate: this.toDate })
      .pipe(
        catchError((err) => {
          this.loadError = this.readError(err, 'The folio statement could not be loaded.');
          return of(null);
        })
      )
      .subscribe((res: any) => {
        this.matches = res?.matches || [];
        this.folio = res?.folio || null;
        this.accounts = res?.accounts || [];
        this.lines = res?.lines || [];
        this.totals = res?.totals || null;
        if (this.folio) {
          this.resolvedClientId = this.folio.clientId;
        }
        this.searching = false;
        this.searched = true;
      });
  }

  typeLabel(typeEnum: number): string {
    return SHARE_TXN_TYPE[typeEnum]?.label || String(typeEnum ?? '');
  }

  typeClass(typeEnum: number): string {
    return SHARE_TXN_TYPE[typeEnum]?.cls || 'srep-pill--grey';
  }

  funding(source: string): string {
    return fundingLabel(source);
  }

  stateLabel(state: string): string {
    return holdingStateLabel(state);
  }

  stateClass(state: string): string {
    return holdingStateClass(state);
  }

  stateRowClass(state: string): string {
    return holdingStateRowClass(state);
  }

  stateNote(state: string): string {
    return holdingStateNote(state);
  }

  openAccount(account: any): void {
    this.router.navigate([
      '/clients',
      this.folio.clientId,
      'shares-accounts',
      account.shareAccountId,
      'general'
    ]);
  }

  exportCsv(): void {
    if (!this.folio) {
      return;
    }
    shareReportCsv(
      `folio-statement-${this.folio.folioNumber || this.folio.clientId}`,
      [
        'Date',
        'Share A/c No',
        'Product',
        'Particulars',
        'Shares In',
        'Shares Out',
        'Unit Price',
        'Amount',
        'Funded By',
        'Board Resolution',
        'Folio Balance'
      ],
      this.lines.map((l) => [
        l.transactionDate,
        l.accountNo,
        l.productName,
        this.typeLabel(l.typeEnum),
        l.sharesIn || '',
        l.sharesOut || '',
        l.unitPrice,
        l.amount,
        this.funding(l.fundingSource),
        l.resolutionNumber,
        l.folioBalance
      ])
    );
  }

  print(): void {
    shareReportPrint();
  }

  private readError(err: any, fallback: string): string {
    return (
      err?.error?.errors?.[0]?.defaultUserMessage ||
      err?.error?.defaultUserMessage ||
      err?.error?.developerMessage ||
      fallback
    );
  }
}