cbsnexora/src/app/letter-mgmt/certificates/balance-certificate/balance-certificate.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, inject, OnInit } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { MatDialog } from '@angular/material/dialog';
import { MatSnackBar } from '@angular/material/snack-bar';
import { MatTooltip } from '@angular/material/tooltip';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';

import {
  CertificatePreviewDialogComponent,
  CertificatePreviewDialogData
} from '../certificate-preview-dialog/certificate-preview-dialog.component';
import { downloadBalanceCertificatePdf } from '../certificate-pdf';

export type BalanceAccountType = 'SAVINGS' | 'CURRENT' | 'FIXED_DEPOSIT' | 'RD' | 'NRE' | 'NRO';

export interface BalanceCertificateRecord {
  accountNo: string;
  customerId: string;
  customerName: string;
  customerPan: string;
  customerAddress: string;
  branch: string;
  accountType: BalanceAccountType;
  productName: string;
  openedOn: string;
  /** Balance available as on the snapshot date. */
  availableBalance: number;
  /** Total ledger balance (incl. accrued interest, hold amounts). */
  ledgerBalance: number;
  /** Accrued but uncredited interest. */
  accruedInterest: number;
  /** Interest rate p.a. (for FDs / RD / interest-bearing accounts). */
  interestRate?: number;
  /** Joint-holder names if any. */
  jointHolders?: string;
}

@Component({
  selector: 'mifosx-balance-certificate',
  templateUrl: './balance-certificate.component.html',
  styleUrls: ['../certificates.shared.scss'],
  imports: [
    ...STANDALONE_SHARED_IMPORTS,
    CommonModule,
    FormsModule,
    FaIconComponent,
    MatTooltip
  ]
})
export class BalanceCertificateComponent implements OnInit {
  private dialog = inject(MatDialog);
  private snack = inject(MatSnackBar);

  // ── Filters ──
  search = '';
  accountTypeFilter: '' | BalanceAccountType = '';
  /** Snapshot date for the balance "as on". */
  asOnDate = todayIso();

  records: BalanceCertificateRecord[] = [];

  readonly accountTypeOptions: { value: BalanceAccountType; label: string }[] = [
    { value: 'SAVINGS', label: 'Savings' },
    { value: 'CURRENT', label: 'Current' },
    { value: 'FIXED_DEPOSIT', label: 'Fixed Deposit' },
    { value: 'RD', label: 'Recurring Deposit' },
    { value: 'NRE', label: 'NRE Savings' },
    { value: 'NRO', label: 'NRO Savings' }
  ];

  ngOnInit(): void {
    this.records = seedBalanceCertificates();
  }

  get filteredRecords(): BalanceCertificateRecord[] {
    const q = this.search.trim().toLowerCase();
    return this.records.filter((r) => {
      if (this.accountTypeFilter && r.accountType !== this.accountTypeFilter) return false;
      if (!q) return true;
      return (
        r.accountNo.toLowerCase().includes(q) ||
        r.customerName.toLowerCase().includes(q) ||
        r.customerId.toLowerCase().includes(q) ||
        r.customerPan.toLowerCase().includes(q)
      );
    });
  }

  accountTypeLabel(t: BalanceAccountType): string {
    return this.accountTypeOptions.find((o) => o.value === t)?.label || t;
  }

  totalBalance(): number {
    return this.filteredRecords.reduce((s, r) => s + r.availableBalance, 0);
  }

  clearFilters(): void {
    this.search = '';
    this.accountTypeFilter = '';
    this.asOnDate = todayIso();
  }

  viewCertificate(r: BalanceCertificateRecord): void {
    const data: CertificatePreviewDialogData = {
      kind: 'balance',
      balance: { record: r, asOnDate: this.asOnDate }
    };
    this.dialog.open(CertificatePreviewDialogComponent, {
      width: '880px',
      maxWidth: '96vw',
      maxHeight: '92vh',
      autoFocus: false,
      panelClass: 'cert-preview-dialog',
      data
    });
  }

  downloadCertificate(r: BalanceCertificateRecord): void {
    downloadBalanceCertificatePdf(r, this.asOnDate);
    this.snack.open(`Balance Certificate (${r.accountNo}) downloaded.`, 'OK', { duration: 2400 });
  }
}

function todayIso(): string {
  const d = new Date();
  const pad = (n: number) => String(n).padStart(2, '0');
  return `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())}`;
}

// ───────────────────── Mock seed (top-level export) ─────────────────────
export function seedBalanceCertificates(): BalanceCertificateRecord[] {
  return [
    {
      accountNo: 'SB10029384',
      customerId: 'CUST112233',
      customerName: 'Rohan S. Mehta',
      customerPan: 'ABCPM1234E',
      customerAddress: 'Flat 902, Skyline Apt, Andheri (E), Mumbai 400069',
      branch: 'Mumbai — Andheri (E)',
      accountType: 'SAVINGS',
      productName: 'Savings — Premium',
      openedOn: '2018-04-22',
      availableBalance: 482500,
      ledgerBalance: 482500,
      accruedInterest: 1820,
      interestRate: 3.5,
      jointHolders: 'Priya Mehta'
    },
    {
      accountNo: 'CA20034112',
      customerId: 'CUST334455',
      customerName: 'Anita Verma',
      customerPan: 'EFGHV5678A',
      customerAddress: 'B-12, Connaught Pl, New Delhi 110001',
      branch: 'New Delhi — Connaught Place',
      accountType: 'CURRENT',
      productName: 'Current — Business',
      openedOn: '2019-08-11',
      availableBalance: 1245300,
      ledgerBalance: 1245300,
      accruedInterest: 0
    },
    {
      accountNo: 'FD50200077',
      customerId: 'CUST556677',
      customerName: 'Karthik Rao',
      customerPan: 'PQRSR2233Z',
      customerAddress: '24, MG Road, Bengaluru 560001',
      branch: 'Bengaluru — MG Road',
      accountType: 'FIXED_DEPOSIT',
      productName: 'FD — Senior 18 months',
      openedOn: '2024-02-15',
      availableBalance: 500000,
      ledgerBalance: 526500,
      accruedInterest: 26500,
      interestRate: 7.25
    },
    {
      accountNo: 'RD60012345',
      customerId: 'CUST667788',
      customerName: 'Lakshmi Naidu',
      customerPan: 'XYZAN7788Q',
      customerAddress: 'Plot 14, Road No. 3, Banjara Hills, Hyderabad 500034',
      branch: 'Hyderabad — Banjara Hills',
      accountType: 'RD',
      productName: 'Recurring Deposit — 24m',
      openedOn: '2023-08-18',
      availableBalance: 180000,
      ledgerBalance: 188750,
      accruedInterest: 8750,
      interestRate: 6.85
    },
    {
      accountNo: 'NRE70010023',
      customerId: 'CUST889900',
      customerName: 'Vikram Joshi',
      customerPan: 'LMNOJ9988X',
      customerAddress: 'Office 3B, Koregaon Park Road, Pune 411001',
      branch: 'Pune — Koregaon Park',
      accountType: 'NRE',
      productName: 'NRE Savings — Premium',
      openedOn: '2020-11-05',
      availableBalance: 3850000,
      ledgerBalance: 3850000,
      accruedInterest: 12400,
      interestRate: 3.5
    },
    {
      accountNo: 'SB88990022',
      customerId: 'CUST990011',
      customerName: 'Arjun Banerjee',
      customerPan: 'TUVWB4455F',
      customerAddress: '42, Park Street, Kolkata 700016',
      branch: 'Kolkata — Park Street',
      accountType: 'SAVINGS',
      productName: 'Savings — Regular',
      openedOn: '2021-09-08',
      availableBalance: 92300,
      ledgerBalance: 92300,
      accruedInterest: 450,
      interestRate: 3.0
    }
  ];
}