cbsnexora/src/app/shares/reports/share-account-statement/share-account-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 { Subject, of } from 'rxjs';
import { catchError, debounceTime, distinctUntilChanged, switchMap } from 'rxjs/operators';

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

interface StatementLine {
  transactionId: number;
  transactionDate: string;
  typeEnum: number;
  statusEnum: number;
  sharesIn: number;
  sharesOut: number;
  unitPrice: number;
  amount: number;
  chargeAmount: number;
  amountPaid: number;
  resolutionNumber: string;
  meetingDate: string;
  fundingSource: string;
  balanceShares: number;
  balanceValue: number;
}

/**
 * Share Account Statement — one member's share account, movement by movement, with the holding each
 * movement left behind.
 *
 * <p>
 * The account is chosen first because a statement is always about one account; the search box is
 * server-side (the same summary endpoint the Share Holder report uses), so it finds a member across
 * every branch rather than only among accounts already downloaded.
 *
 * <p>
 * A period narrows which lines are shown but never how the running balance was reached — the server
 * walks the account's whole life and filters afterwards, so a mid-year statement opens at the
 * holding the member actually had, not at zero.
 */
@Component({
  selector: 'mifosx-share-account-statement',
  templateUrl: './share-account-statement.component.html',
  styleUrls: [
    '../../../letter-mgmt/certificates/certificates.shared.scss',
    '../share-report.shared.scss'
  ],
  imports: [
    CommonModule,
    FormsModule,
    FaIconComponent
  ]
})
export class ShareAccountStatementComponent implements OnInit {
  private sharesService = inject(SharesService);
  private route = inject(ActivatedRoute);
  private router = inject(Router);

  /** Account picker. */
  accountSearch = '';
  accountOptions: any[] = [];
  searchingAccounts = false;
  selectedAccountId: number | null = null;

  /** Statement. */
  loading = false;
  loadError = '';
  account: any = null;
  lines: StatementLine[] = [];
  totals: any = null;

  fromDate = '';
  toDate = '';

  private searchTerm$ = new Subject<string>();

  ngOnInit(): void {
    this.searchTerm$
      .pipe(
        debounceTime(350),
        distinctUntilChanged(),
        switchMap((term) => {
          this.searchingAccounts = true;
          return this.sharesService.getShareAccountSummaries(term).pipe(catchError(() => of([])));
        })
      )
      .subscribe((res: any) => {
        this.accountOptions = Array.isArray(res) ? res : res?.pageItems || [];
        this.searchingAccounts = false;
      });

    // Deep-linkable: the account view's own statement button, and any report that drills in here,
    // can hand over ?shareAccountId= and land on a loaded statement rather than an empty picker.
    const preselected = this.route.snapshot.queryParamMap.get('shareAccountId');
    if (preselected) {
      this.selectedAccountId = Number(preselected);
      this.load();
    }
    this.searchTerm$.next('');
  }

  onAccountSearch(term: string): void {
    this.accountSearch = term;
    this.searchTerm$.next(term.trim());
  }

  selectAccount(option: any): void {
    this.selectedAccountId = option.id;
    this.accountOptions = [];
    this.accountSearch = `${option.clientName} — ${option.accountNo}`;
    this.load();
  }

  load(): void {
    if (!this.selectedAccountId) {
      return;
    }
    this.loading = true;
    this.loadError = '';
    this.sharesService
      .getShareAccountStatement(this.selectedAccountId, { fromDate: this.fromDate, toDate: this.toDate })
      .pipe(
        catchError((err) => {
          this.loadError = this.readError(err, 'The share account statement could not be loaded.');
          return of(null);
        })
      )
      .subscribe((res: any) => {
        this.account = res?.account || null;
        this.lines = res?.lines || [];
        this.totals = res?.totals || null;
        this.loading = false;
      });
  }

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

  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';
  }

  statusLabel(statusEnum: number): string {
    return SHARE_ACCOUNT_STATUS[statusEnum]?.label || String(statusEnum ?? '');
  }

  statusClass(statusEnum: number): string {
    return SHARE_ACCOUNT_STATUS[statusEnum]?.cls || 'srep-pill--grey';
  }

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

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

  exportCsv(): void {
    if (!this.account) {
      return;
    }
    shareReportCsv(
      `share-statement-${this.account.accountNo}`,
      [
        'Date',
        'Particulars',
        'Board Resolution',
        'Funded By',
        'Shares In',
        'Shares Out',
        'Unit Price',
        'Amount',
        'Entry Fee',
        'Balance Shares',
        'Balance Value'
      ],
      this.lines.map((l) => [
        l.transactionDate,
        this.typeLabel(l.typeEnum),
        l.resolutionNumber,
        this.funding(l.fundingSource),
        l.sharesIn || '',
        l.sharesOut || '',
        l.unitPrice,
        l.amount,
        l.chargeAmount,
        l.balanceShares,
        l.balanceValue
      ])
    );
  }

  print(): void {
    shareReportPrint();
  }

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