cbsnexora/src/app/investment/share-investment/share-investment.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 } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { SHARE_HOLDINGS, ALL_TXNS, InvestmentHolding, InvestmentTxn, todayDDMMYYYY } from '../investment-data';

type ShareTab = 'holdings' | 'purchase' | 'dividend' | 'sell' | 'writeoff';

interface SharePurchaseForm {
  certNo: string;
  scriptCode: string;
  scriptName: string;
  party: string;
  subType: string;
  units: number | null;
  purchaseRate: number | null;
  purchaseDate: string;
  brokerCode: string;
  crToAc: string;
}

/**
 * Share Entry treasury screen — Holdings register + Purchase / Dividend / Sell / Write-off
 * entry tabs (legacy "02 Share Entry" menu). Dummy in-memory data; Save appends locally.
 */
@Component({
  selector: 'mifosx-share-investment',
  templateUrl: './share-investment.component.html',
  styleUrls: [
    '../../cashier/cashier-shared.scss',
    '../investment-shared.scss'
  ],
  standalone: true,
  imports: [
    CommonModule,
    FormsModule
  ]
})
export class ShareInvestmentComponent {
  activeTab: ShareTab = 'holdings';
  asOnDate = todayDDMMYYYY();

  holdings: InvestmentHolding[] = [...SHARE_HOLDINGS];
  txns: InvestmentTxn[] = ALL_TXNS.filter((t) => t.instrumentType === 'SHARE');

  toastMsg = '';
  toastVisible = false;
  private toastTimer: ReturnType<typeof setTimeout> | undefined;

  purchaseForm: SharePurchaseForm = this.blankPurchaseForm();
  dividendCertNo = '';
  dividendPerShare: number | null = null;
  sellCertNo = '';
  sellUnits: number | null = null;
  sellRate: number | null = null;
  writeoffCertNo = '';
  writeoffReason = '';

  setTab(tab: ShareTab): void {
    this.activeTab = tab;
  }

  get activeHoldings(): InvestmentHolding[] {
    return this.holdings.filter((h) => h.status === 'ACTIVE');
  }

  private blankPurchaseForm(): SharePurchaseForm {
    return {
      certNo: `SH-${6000 + this.holdings.length + 1}`,
      scriptCode: '',
      scriptName: '',
      party: 'NSE/BSE',
      subType: 'EQUITY',
      units: null,
      purchaseRate: null,
      purchaseDate: this.asOnDate,
      brokerCode: '',
      crToAc: '310070'
    };
  }

  savePurchase(): void {
    const f = this.purchaseForm;
    if (!f.scriptName || !f.units || !f.purchaseRate) {
      this.toast('Please fill Script Name, No. of Units and Purchase Rate.');
      return;
    }
    const faceValue = f.units * f.purchaseRate;
    const holding: InvestmentHolding = {
      certNo: f.certNo,
      instrumentType: 'SHARE',
      scriptCode: f.scriptCode || f.scriptName,
      scriptName: f.scriptName,
      party: f.party,
      subType: f.subType,
      faceValue,
      purchaseRate: f.purchaseRate,
      units: f.units,
      purchaseDate: f.purchaseDate,
      maturityDate: f.purchaseDate,
      interestRate: 0,
      interestFreq: 'YEARLY',
      glCode: '310060',
      glName: 'INVESTMENT IN SHARES',
      crToAc: f.crToAc,
      brokerCode: f.brokerCode,
      status: 'ACTIVE'
    };
    this.holdings = [
      holding,
      ...this.holdings
    ];
    this.txns = [
      {
        certNo: holding.certNo,
        instrumentType: 'SHARE',
        txnType: 'PURCHASE',
        voucherNo: `INV/PUR/${holding.certNo}`,
        txnDate: f.purchaseDate,
        amount: faceValue,
        particulars: `Purchase of ${f.units} shares - ${holding.scriptName}`
      },
      ...this.txns
    ];
    this.toast(`Share holding ${holding.certNo} saved successfully.`);
    this.purchaseForm = this.blankPurchaseForm();
    this.activeTab = 'holdings';
  }

  cancelPurchase(): void {
    this.purchaseForm = this.blankPurchaseForm();
  }

  // -------------------- Dividend --------------------
  get dividendHolding(): InvestmentHolding | undefined {
    return this.holdings.find((h) => h.certNo === this.dividendCertNo);
  }

  get dividendAmount(): number {
    const h = this.dividendHolding;
    if (!h || !this.dividendPerShare) {
      return 0;
    }
    return Math.round(h.units * this.dividendPerShare);
  }

  saveDividend(): void {
    const h = this.dividendHolding;
    if (!h || !this.dividendPerShare) {
      this.toast('Select a holding and enter dividend per share.');
      return;
    }
    const amt = this.dividendAmount;
    this.txns = [
      {
        certNo: h.certNo,
        instrumentType: 'SHARE',
        txnType: 'DIVIDEND',
        voucherNo: `INV/DIV/${h.certNo}-${this.txns.length + 1}`,
        txnDate: this.asOnDate,
        amount: amt,
        particulars: `Dividend received - ${h.scriptName} (₹${this.dividendPerShare}/share)`
      },
      ...this.txns
    ];
    this.toast(`Dividend of ₹${amt.toLocaleString('en-IN')} recorded for ${h.certNo}.`);
    this.dividendCertNo = '';
    this.dividendPerShare = null;
  }

  // -------------------- Sell --------------------
  get sellHolding(): InvestmentHolding | undefined {
    return this.holdings.find((h) => h.certNo === this.sellCertNo);
  }

  get sellConsideration(): number {
    if (!this.sellUnits || !this.sellRate) {
      return 0;
    }
    return Math.round(this.sellUnits * this.sellRate);
  }

  saveSell(): void {
    const h = this.sellHolding;
    if (!h || !this.sellUnits || !this.sellRate || this.sellUnits > h.units) {
      this.toast('Select a holding and enter valid units (≤ held) and sell rate.');
      return;
    }
    const consideration = this.sellConsideration;
    h.units -= this.sellUnits;
    h.faceValue = Math.round(h.units * h.purchaseRate);
    if (h.units === 0) {
      h.status = 'SOLD';
    }
    this.txns = [
      {
        certNo: h.certNo,
        instrumentType: 'SHARE',
        txnType: 'SELL',
        voucherNo: `INV/SEL/${h.certNo}-${this.txns.length + 1}`,
        txnDate: this.asOnDate,
        amount: consideration,
        particulars: `Sold ${this.sellUnits} shares of ${h.scriptName} @ ${this.sellRate}`
      },
      ...this.txns
    ];
    this.toast(`Sold ${this.sellUnits} shares. Consideration ₹${consideration.toLocaleString('en-IN')}.`);
    this.sellCertNo = '';
    this.sellUnits = null;
    this.sellRate = null;
    this.activeTab = 'holdings';
  }

  // -------------------- Write-off --------------------
  get writeoffHolding(): InvestmentHolding | undefined {
    return this.holdings.find((h) => h.certNo === this.writeoffCertNo);
  }

  saveWriteoff(): void {
    const h = this.writeoffHolding;
    if (!h || !this.writeoffReason) {
      this.toast('Select a holding and enter a write-off reason.');
      return;
    }
    h.status = 'WRITTEN_OFF';
    this.txns = [
      {
        certNo: h.certNo,
        instrumentType: 'SHARE',
        txnType: 'WRITE_OFF',
        voucherNo: `INV/WOF/${h.certNo}`,
        txnDate: this.asOnDate,
        amount: h.faceValue,
        particulars: `Written off - ${this.writeoffReason}`
      },
      ...this.txns
    ];
    this.toast(`${h.certNo} written off.`);
    this.writeoffCertNo = '';
    this.writeoffReason = '';
    this.activeTab = 'holdings';
  }

  statusClass(h: InvestmentHolding): string {
    return `inv-badge inv-badge--${h.status.toLowerCase()}`;
  }

  private toast(msg: string): void {
    this.toastMsg = msg;
    this.toastVisible = true;
    if (this.toastTimer) {
      clearTimeout(this.toastTimer);
    }
    this.toastTimer = setTimeout(() => (this.toastVisible = false), 3200);
  }
}