cbsnexora/src/app/interest-posting-report/interest-posting-report.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 {
  InterestPostingDue,
  InterestPostingReport,
  InterestPostingReportDetail,
  InterestPostingReportService,
  InterestPreviewRow,
  ReportScope
} from './interest-posting-report.service';

/**
 * Savings interest posting reports.
 *
 * On a product's posting date the system generates, at noon, the list of what each savings account
 * will be paid. It is reviewed and approved here; the approved amounts are posted when the last
 * branch closes the day, and until then no branch can close. Regenerating replaces the report and
 * needs approving again.
 */
@Component({
  selector: 'mifosx-interest-posting-report',
  templateUrl: './interest-posting-report.component.html',
  styleUrls: ['./interest-posting-report.component.scss'],
  imports: [
    ...STANDALONE_SHARED_IMPORTS,
    FormsModule,
    FaIconComponent
  ]
})
export class InterestPostingReportComponent implements OnInit {
  private reportService = inject(InterestPostingReportService);
  private settingsService = inject(SettingsService);

  postingDate = '';
  loading = false;
  busy = false;
  errorMessage = '';
  notice = '';

  reports: InterestPostingReport[] = [];
  selected: InterestPostingReportDetail | null = null;
  /** Products with interest due and no report yet — the noon job ran before they had anything due, or failed. */
  due: InterestPostingDue[] = [];

  /** 'own' — the user's own branch; 'others' — every other branch, a head-office-only tab. */
  tab: ReportScope = 'own';
  isHeadOffice = false;
  myBranch = '';

  ngOnInit(): void {
    this.postingDate = this.businessDateIso();
    this.reportService.context().subscribe({
      next: (ctx) => {
        this.isHeadOffice = !!ctx?.headOffice;
        this.myBranch = ctx?.officeName ?? '';
      },
      error: () => (this.isHeadOffice = false)
    });
    this.load();
  }

  switchTab(tab: ReportScope): void {
    if (this.tab === tab) {
      return;
    }
    this.tab = tab;
    this.selected = null;
    this.notice = '';
    this.load();
  }

  /** Acting for another branch is the head office's exception, so it is spelt out before it happens. */
  private confirmOnBehalf(officeName: string, action: string): boolean {
    if (this.tab !== 'others') {
      return true;
    }
    return confirm(
      `${officeName} has not opened today. You are about to ${action} its interest posting report on its behalf, ` +
        'from the head office. Continue?'
    );
  }

  load(): void {
    this.loading = true;
    this.errorMessage = '';
    this.reportService.list(this.postingDate || undefined, undefined, undefined, this.tab).subscribe({
      next: (reports) => {
        this.reports = reports ?? [];
        this.loading = false;
        const stillThere = this.selected && this.reports.find((r) => r.id === this.selected?.id);
        if (stillThere) {
          this.open(stillThere);
        } else {
          this.selected = null;
        }
      },
      error: (err) => {
        this.loading = false;
        this.errorMessage = this.messageOf(err, 'Could not load the interest posting reports.');
      }
    });
    this.reportService.dueWithoutReport(this.postingDate || undefined, this.tab).subscribe({
      next: (due) => (this.due = due ?? []),
      error: () => (this.due = [])
    });
  }

  generate(item: InterestPostingDue): void {
    if (!this.confirmOnBehalf(item.officeName, 'generate')) {
      return;
    }
    this.busy = true;
    this.notice = '';
    this.errorMessage = '';
    this.reportService.regenerate(item.productId, item.officeId, item.postingDate).subscribe({
      next: (res) => {
        this.busy = false;
        this.notice = `Report generated for ${item.productName} — ${item.officeName}. Review and approve it.`;
        this.load();
        this.reportService.detail(res.reportId).subscribe((detail) => (this.selected = detail));
      },
      error: (err) => {
        this.busy = false;
        this.errorMessage = this.messageOf(err, 'Could not generate the report.');
      }
    });
  }

  open(report: InterestPostingReport): void {
    this.errorMessage = '';
    this.reportService.detail(report.id).subscribe({
      next: (detail) => (this.selected = detail),
      error: (err) => (this.errorMessage = this.messageOf(err, 'Could not load the report.'))
    });
  }

  regenerate(report: InterestPostingReport): void {
    if (
      !confirm(
        `Regenerate the interest posting report for ${report.productName} — ${report.officeName}? It will need approving again.`
      ) ||
      !this.confirmOnBehalf(report.officeName, 'regenerate')
    ) {
      return;
    }
    this.busy = true;
    this.notice = '';
    this.errorMessage = '';
    this.reportService.regenerate(report.productId, report.officeId, report.postingDate).subscribe({
      next: (res) => {
        this.busy = false;
        this.notice = `Report regenerated for ${report.productName}. Review and approve it.`;
        this.selected = null;
        this.load();
        this.reportService.detail(res.reportId).subscribe((detail) => (this.selected = detail));
      },
      error: (err) => {
        this.busy = false;
        this.errorMessage = this.messageOf(err, 'Could not regenerate the report.');
      }
    });
  }

  approve(report: InterestPostingReport): void {
    if (
      !confirm(
        `Approve interest of ₹${report.totalInterest} across ${report.accountCount} account(s) for ${report.productName}? ` +
          'It will be posted when the branch closes the day.'
      ) ||
      !this.confirmOnBehalf(report.officeName, 'approve')
    ) {
      return;
    }
    this.busy = true;
    this.notice = '';
    this.errorMessage = '';
    this.reportService.approve(report.id).subscribe({
      next: () => {
        this.busy = false;
        this.notice = `Approved. Interest for ${report.productName} — ${report.officeName} will be posted when the branch closes the day.`;
        this.load();
      },
      error: (err) => {
        this.busy = false;
        this.errorMessage = this.messageOf(err, 'Could not approve the report.');
      }
    });
  }

  canRegenerate(report: InterestPostingReport): boolean {
    return report.canAct && (report.status === 'GENERATED' || report.status === 'APPROVED');
  }

  canApprove(report: InterestPostingReport): boolean {
    return report.canAct && report.status === 'GENERATED';
  }

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

  /** Pending reports that block this user's own day close; another branch's pending reports block only that branch. */
  get pendingCount(): number {
    return this.tab === 'own' ? this.reports.filter((r) => r.status === 'GENERATED').length : 0;
  }

  // ── Preview: what each account has earned so far, as if posted today. View only. ──

  showPreview = false;
  previewLoading = false;
  previewRows: InterestPreviewRow[] = [];
  previewAsOf = '';

  openPreview(): void {
    this.showPreview = true;
    this.previewLoading = true;
    this.errorMessage = '';
    this.reportService.preview().subscribe({
      next: (rows) => {
        this.previewRows = rows ?? [];
        this.previewAsOf = this.previewRows[0]?.asOf ?? this.businessDateIso();
        this.previewLoading = false;
      },
      error: (err) => {
        this.previewLoading = false;
        this.previewRows = [];
        this.errorMessage = this.messageOf(err, 'Could not load the interest preview.');
      }
    });
  }

  closePreview(): void {
    this.showPreview = false;
  }

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

  /** Totals by branch and product, for the summary above the account list and the export. */
  get previewGroups(): {
    officeName: string;
    productName: string;
    postingDate: string;
    accounts: number;
    interest: number;
  }[] {
    const map = new Map<
      string,
      { officeName: string; productName: string; postingDate: string; accounts: number; interest: number }
    >();
    this.previewRows.forEach((r) => {
      const key = `${r.officeName}|${r.productName}`;
      const g = map.get(key) ?? {
        officeName: r.officeName,
        productName: r.productName,
        postingDate: r.postingDate,
        accounts: 0,
        interest: 0
      };
      g.accounts += 1;
      g.interest += Number(r.interest || 0);
      map.set(key, g);
    });
    return [...map.values()];
  }

  exportPreview(): void {
    const stamp = `Interest earned to ${this.previewAsOf} — preview, not posted`;
    exportWorkbook(
      [
        {
          sheetName: 'By account',
          title: 'Savings Interest Preview',
          subtitle: stamp,
          headers: [
            'Branch',
            'Product',
            'Account No',
            'Customer',
            'Balance',
            'Rate %',
            'Cycle Start',
            'Posting Date',
            'Interest So Far'
          ],
          widths: [
            18,
            22,
            20,
            26,
            16,
            8,
            12,
            12,
            16
          ],
          rows: [
            ...this.previewRows.map((r) => [
              r.officeName,
              r.productName,
              r.accountNo,
              r.clientName,
              Number(r.balance || 0),
              Number(r.rate || 0),
              r.cycleStart,
              r.postingDate,
              Number(r.interest || 0)
            ]),
            [
              'TOTAL',
              '',
              '',
              '',
              '',
              '',
              '',
              '',
              this.previewTotal
            ]
          ]
        },
        {
          sheetName: 'By branch & product',
          title: 'Savings Interest Preview — Totals',
          subtitle: stamp,
          headers: [
            'Branch',
            'Product',
            'Posting Date',
            'Accounts',
            'Interest So Far'
          ],
          widths: [
            18,
            22,
            12,
            10,
            16
          ],
          rows: [
            ...this.previewGroups.map((g) => [
              g.officeName,
              g.productName,
              g.postingDate,
              g.accounts,
              g.interest
            ]),
            [
              'TOTAL',
              '',
              '',
              this.previewRows.length,
              this.previewTotal
            ]
          ]
        }
      ],
      `savings-interest-preview-${this.previewAsOf}`
    );
  }

  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}`;
  }

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