+ {/* Header */}
+
+ );
+}
\ No newline at end of file
diff --git a/Frontend/src/components/AgentDashboard.tsx b/Frontend/src/components/AgentDashboard.tsx
new file mode 100644
index 0000000..4616eef
--- /dev/null
+++ b/Frontend/src/components/AgentDashboard.tsx
@@ -0,0 +1,2517 @@
+import React, { useState, useEffect } from 'react';
+import { Button } from './ui/button';
+import { Input } from './ui/input';
+import { Label } from './ui/label';
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from './ui/card';
+import { Badge } from './ui/badge';
+import { Tabs, TabsContent, TabsList, TabsTrigger } from './ui/tabs';
+import { useAuth } from '../contexts/AuthContext';
+import { LogOut, Search, Plus, DollarSign, User, Building2, AlertTriangle, CreditCard, Clock, Users, Loader2, Edit, Save, X, BarChart3, FileText, TrendingUp, Calendar, Filter, Eye, Download, UserPlus } from 'lucide-react';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from './ui/select';
+import { Alert, AlertDescription } from './ui/alert';
+import {
+ CustomerService,
+ SavingsAccountService,
+ TransactionService,
+ FixedDepositService,
+ JointAccountService,
+ EmployeeService,
+ BranchService,
+ handleApiError,
+ type Customer,
+ type SavingsAccount,
+ type Transaction,
+ type FixedDeposit,
+ type FixedDepositPlan,
+ type EmployeeInfo,
+ type BranchInfo,
+ type MyEmployeeInfo
+} from '../services/agentService';
+import { SavingsPlansService, type SavingsPlan } from '../services/savingsPlansService';
+import {
+ AgentReportsService,
+ type MyTransaction,
+ type MyTransactionSummary,
+ type MyCustomer,
+ type AccountDetailsWithHistory,
+ type LinkedFixedDeposit,
+ type MonthlyInterestSummary,
+ type CustomerActivitySummary,
+ type DateFilter
+} from '../services/agentReportsService';
+import { ReportsService, type MonthlyInterestDistribution } from '../services/reportsService';
+
+export function AgentDashboard() {
+ const { user, logout } = useAuth();
+ const [currentView, setCurrentView] = useState<'home' | 'search' | 'customer' | 'register' | 'create-account' | 'create-joint' | 'reports'>('home');
+ const [searchType, setSearchType] = useState('customer_id');
+ const [searchQuery, setSearchQuery] = useState('');
+ const [selectedCustomer, setSelectedCustomer] = useState
+
+
+
+
+
+
+
+
+
+
+
+ Admin Dashboard
+System Administration - {user?.username}
+
+ {/* Error and Success Messages */}
+ {error && (
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+ {/* System Overview Cards */}
+ {/* System Overview */}
+
+
+ Branches
+ Employees
+ Customers
+ Users
+ Settings
+ Reports
+ Interest
+ Connection
+
+
+ {/* Customer Management */}
+
+
+
+
+
+ {/* Search Section */}
+
+
+
+ {/* Customer Edit Modal/Panel */}
+ {editingCustomer && (
+
+
+
+
+
+
+ )}
+
+
+ {/* Branch Management */}
+
+
+
+
+
+ {/* Search Section */}
+
+ {error}
+
+ )}
+
+ {/* Branches List */}
+
+
+
+ {/* Branch Edit Modal/Panel */}
+ {editingBranch && (
+
+
+
+
+
+
+ )}
+
+
+ {/* Employee Management */}
+
+
+
+
+
+ {/* Search Section */}
+
+ {error}
+
+ )}
+
+ {/* Employees List */}
+
+
+
+ {/* Employee Edit Modal/Panel */}
+ {editingEmployee && (
+
+
+
+
+ {/* Show validation message for new employees */}
+ {!editingEmployee.employee_id && (
+
+
+ All fields marked with * are required. Please ensure a valid branch is selected.
+
+
+ )}
+
+
+
+ )}
+
+
+ {/* Fixed Deposit Plan Edit Modal */}
+ {editingFDPlan && (
+
+
+
+
+
+
+
+
+
+ {/* System Settings */}
+
+
+
+ Interest Processing
+ Manage automated interest calculations
+
+
+ {taskStatus && (
+
+
+
+
+ {/* Global Reports */}
+
+
+
+ {/* Interest Processing */}
+
+ {/* Summary Cards */}
+ {taskStatus && (
+
+
+
+
+
+
+ )}
+
+ {/* Detailed FD Interest Report Table */}
+ {fdInterestReport && fdInterestReport.deposits && fdInterestReport.deposits.length > 0 && (
+
+
+
+
+
+
+ )}
+
+ {/* Help Section */}
+
+
+ Interest Processing Guide
+
+
+
+
+
+
+ {/* Connection Test */}
+
+
+
+ Backend Connection Test
+
+ Test the connection between frontend and backend API
+
+
+
+
+
+
+
+
+
+
+
+ Total Branches
+
+
+
+
+
+
+ Total Employees
+
+
+
+
+
+
+ Total Customers
+
+
+
+
+
+
+ Total Deposits
+
+
+
+
+
{systemStats.totalBranches}
+ + Active: {systemStats.activeBranches} +
+{systemStats.totalEmployees}
+ + Active: {systemStats.activeEmployees} +
+{systemStats.totalCustomers}
+ + Registered accounts +
+Rs. {systemStats.totalDeposits.toLocaleString()}
+ + Fixed Deposits: {systemStats.activeFDs} +
+
+
+
+ Customer Management
+ Search, view, and update customer information
+
+
+
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+
+ {/* Customer List */}
+
+
+
+ {error && (
+
+
+
+
+
+
+
+
+ setSearchQuery(e.target.value)}
+ onKeyPress={(e) => e.key === 'Enter' && handleCustomerSearch()}
+ />
+
+
+
+
+
+
+
+ {loading ? (
+ Customer List ({customers.length})
+
+
+ ) : customers.length === 0 ? (
+ Loading customers...
+
+
+ ) : (
+ No customers found
+Use search to find specific customers or click Refresh to load all
+
+ {customers.map((customer) => (
+
+ )}
+
+
+ ))}
+
+
+
+
+
+
+ {customer.name}
+ID: {customer.customer_id}
+NIC: {customer.nic}
+
+
+ Phone: {customer.phone_number || 'N/A'}
+Email: {customer.email || 'N/A'}
+DOB: {customer.date_of_birth}
+
+
+ {customer.status ? 'Active' : 'Inactive'}
+
+
+ Address: {customer.address || 'N/A'}
+Employee: {customer.employee_id}
+
+
+
+
+ Edit Customer Details
+
+
+
+
+
+
+
+ setEditingCustomer({ ...editingCustomer, name: e.target.value })}
+ />
+
+
+
+ setEditingCustomer({ ...editingCustomer, phone_number: e.target.value })}
+ />
+
+
+
+ setEditingCustomer({ ...editingCustomer, email: e.target.value })}
+ />
+
+
+
+ setEditingCustomer({ ...editingCustomer, address: e.target.value })}
+ />
+
+
+
+
+
+
+
+
+
+
+
+
+ Branch Management
+ Manage bank branches and assign managers
+
+
+
+
+ setBranchSearchQuery(e.target.value)}
+ className="flex-1"
+ />
+
+
+
+
+ {loading && Loading branches...
}
+
+ {error && (
+
+ {branches.map((branch) => (
+
+
+
+ ))}
+
+
+
+
+
+ {branch.branch_name}
+{branch.location}
+Phone: {branch.branch_phone_number}
+
+
+ {branch.status ? 'Active' : 'Inactive'}
+
+
+
+
+
+
+
+ {/* Employee count for this branch */}
+
+
+ Branch ID
+{branch.branch_id}
+
+
+ Location
+{branch.location}
+
+
+ Status
++ {branch.status ? 'Operational' : 'Inactive'} +
+
+ Employees:
+
+ {employees.filter(emp => emp.branch_id === branch.branch_id).length}
+
+
+ (Active: {employees.filter(emp => emp.branch_id === branch.branch_id && emp.status).length})
+
+
+
+
+ {editingBranch.branch_id ? 'Edit Branch' : 'Create New Branch'}
+
+
+
+
+
+
+
+
+ setEditingBranch({ ...editingBranch, branch_name: e.target.value })}
+ placeholder="Enter branch name"
+ className={!editingBranch.branch_name.trim() ? "border-red-300" : ""}
+ />
+ {!editingBranch.branch_name.trim() && (
+
+
+ Branch name is required
+ )} +
+
+ setEditingBranch({ ...editingBranch, location: e.target.value })}
+ placeholder="Enter branch location"
+ className={!editingBranch.location.trim() ? "border-red-300" : ""}
+ />
+ {!editingBranch.location.trim() && (
+
+
+ Location is required
+ )} +
+
+ setEditingBranch({ ...editingBranch, branch_phone_number: e.target.value })}
+ placeholder="Enter phone number"
+ className={!editingBranch.branch_phone_number.trim() ? "border-red-300" : ""}
+ />
+ {!editingBranch.branch_phone_number.trim() && (
+
+
+ Phone number is required
+ )} +
+
+
+
+
+
+
+
+
+
+
+ Employee Management
+ Manage bank employees and their roles
+
+
+
+
+ setEmployeeSearchQuery(e.target.value)}
+ className="flex-1"
+ />
+
+
+
+
+ {loading && Loading employees...
}
+
+ {error && (
+
+ {employees.map((employee) => (
+
+
+
+ ))}
+
+
+
+
+
+ {employee.name}
+ID: {employee.employee_id}
+NIC: {employee.nic}
+
+
+ {employee.type}
+
+
+ {employee.status ? 'Active' : 'Inactive'}
+
+
+
+
+
+
+
+
+ Phone
+{employee.phone_number}
+
+
+ Branch ID
+{employee.branch_id}
+
+
+ Date Started
+{new Date(employee.date_started).toLocaleDateString()}
+
+
+ Last Login
++ {employee.last_login_time + ? new Date(employee.last_login_time).toLocaleDateString() + : 'Never' + } +
+
+
+
+
+
+ {editingEmployee.employee_id ? 'Edit Employee Details' : 'Create New Employee'}
+
+
+
+
+
+
+
+
+ setEditingEmployee({ ...editingEmployee, name: e.target.value })}
+ disabled={!!editingEmployee.employee_id} // Disable editing for existing employees
+ className={!editingEmployee.employee_id && !editingEmployee.name.trim() ? "border-red-300" : ""}
+ />
+ {!editingEmployee.employee_id && !editingEmployee.name.trim() && (
+
+ Employee name is required
+ )} +
+
+ setEditingEmployee({ ...editingEmployee, nic: e.target.value })}
+ disabled={!!editingEmployee.employee_id}
+ className={!editingEmployee.employee_id && !editingEmployee.nic.trim() ? "border-red-300" : ""}
+ />
+ {!editingEmployee.employee_id && !editingEmployee.nic.trim() && (
+
+ NIC is required
+ )} +
+
+ setEditingEmployee({ ...editingEmployee, phone_number: e.target.value })}
+ />
+
+
+
+ setEditingEmployee({ ...editingEmployee, address: e.target.value })}
+ />
+
+ {!editingEmployee.employee_id && (
+ <>
+
+
+
+
+
+
+
+ {!editingEmployee.branch_id && (
+
+ Please select a branch
+ )} +
+
+ setEditingEmployee({ ...editingEmployee, date_started: e.target.value })}
+ />
+
+
+ )}
+
+
+ {editingEmployee.employee_id ? (
+
+ ) : (
+
+ )}
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* User Registration Modal */}
+ {showRegisterModal && (
+
+
+ {editingFDPlan.f_plan_id ? 'Edit FD Plan' : 'Create New FD Plan'}
+
+
+
+
+
+ setEditingFDPlan({ ...editingFDPlan, f_plan_id: e.target.value })}
+ placeholder="Enter plan ID (e.g., FD001)"
+ className={!editingFDPlan.f_plan_id.trim() ? "border-red-300" : ""}
+ />
+ {!editingFDPlan.f_plan_id.trim() && (
+
+
+ Plan ID is required
+ )} +
+
+ setEditingFDPlan({ ...editingFDPlan, months: parseInt(e.target.value) || 12 })}
+ placeholder="Enter duration in months"
+ min="1"
+ className={editingFDPlan.months <= 0 ? "border-red-300" : ""}
+ />
+ {editingFDPlan.months <= 0 && (
+
+
+ Duration must be greater than 0
+ )} +
+
+ setEditingFDPlan({ ...editingFDPlan, interest_rate: e.target.value })}
+ placeholder="Enter interest rate (e.g., 5.5)"
+ className={!editingFDPlan.interest_rate.trim() ? "border-red-300" : ""}
+ />
+ {!editingFDPlan.interest_rate.trim() && (
+
+
+ Interest rate is required
+ )} +
+
+
+
+
+
+
+
+
+
+
+ {newUser.type === 'Admin'
+ ? 'Admin accounts have full system access and do not require an employee ID.'
+ : `${newUser.type} accounts require a valid employee ID and will have ${newUser.type === 'Branch Manager' ? 'branch management' : 'customer service'} permissions.`
+ }
+
+
+
+
+
+
+ )}
+
+ {/* User Management */}
+
+ Register New User
+
+
+
+
+ setNewUser({ ...newUser, username: e.target.value })}
+ placeholder="Enter username"
+ className={!newUser.username.trim() ? "border-red-300" : ""}
+ />
+ {!newUser.username.trim() && (
+
+
+ Username is required
+ )} +
+
+ setNewUser({ ...newUser, password: e.target.value })}
+ placeholder="Enter password"
+ className={!newUser.password.trim() ? "border-red-300" : ""}
+ />
+ {!newUser.password.trim() && (
+
+
+ Password is required
+ )} +
+
+
+
+
+ {newUser.type !== 'Admin' && (
+
+
+ setNewUser({ ...newUser, employee_id: e.target.value })}
+ placeholder="Enter employee ID"
+ className={!newUser.employee_id.trim() ? "border-red-300" : ""}
+ />
+ {!newUser.employee_id.trim() && (
+
+ )}
+
+ Employee ID is required for {newUser.type} accounts
+ )} +
+
+
+
+
+
+
+ User Account Management
+ Register new users and manage account access
+
+
+
+
+
+ Account Types:
+
+
+
+
+ -
+
- Admin: Full system access (no employee ID required) +
- Branch Manager: Branch-specific management (requires valid employee ID) +
- Agent: Customer service operations (requires valid employee ID) +
+
+ Recent Registration Activity
++ User registration functionality is available. Click "Register User" to create new accounts. +
+
+ {/* Savings Account Plans */}
+
+
+
+
+ {loading &&
+ {error}
+
+ )}
+
+
+
+
+ {/* Fixed Deposit Plans */}
+
+
+
+
+ {loading &&
+ {error}
+
+ )}
+
+
+
+
+
+ {/* Interest Processing */}
+
+ Savings Account Plans
+
+
+ Loading plans...
}
+
+ {error && (
+
+ {savingsPlans.map((plan) => (
+
+
+
+ ))}
+
+
+ {plan.plan_name}
++ Min: Rs. {plan.min_balance?.toLocaleString() || 'N/A'} | Rate: {plan.interest_rate}% +
+
+
+ Active
+
+
+
+
+ Fixed Deposit Plans
+
+
+ Loading plans...
}
+
+ {error && (
+
+ {fdPlans.length === 0 ? (
+
+
+ No fixed deposit plans found
+
+ ) : (
+ fdPlans.map((plan) => (
+
+
+ ))
+ )}
+
+
+ Plan ID: {plan.f_plan_id}
++ Duration: {plan.months} months | Rate: {plan.interest_rate}% +
+
+
+ Active
+
+
+
+
+
+ )}
+
+
+
+
+
+ Automatic Tasks Status
++ Status: + {taskStatus.scheduler_running ? 'Running' : 'Stopped'} + +
++ Current time: {new Date(taskStatus.current_time).toLocaleString()} +
++ Next savings interest: {new Date(taskStatus.next_savings_interest_calculation).toLocaleString()} +
+
+
+
+
+
+
+
+
+
+
+
+
+ {globalReportsLoading && (
+ Global Reports Dashboard
+ +
+
+
+ )}
+
+ {!globalReportsLoading && globalReportsData && (
+ Loading global reports...
+
+ {/* Account Summary */}
+
+
+ Account-wise Transaction Summary
+ Savings accounts grouped by plan type
+
+
+ {globalReportsData.accountSummary.length === 0 ? (
+
+
+
+ {/* FD Interest Payouts */}
+
+
+ Fixed Deposit Overview
+ Active FDs grouped by duration
+
+
+ {globalReportsData.fdPayouts.length === 0 ? (
+
+
+
+ {/* Customer Activity */}
+
+
+ Customer Activity Report
+ Overall customer statistics
+
+
+
+
+
+ {/* Branch Performance */}
+
+
+ Branch Performance (Admin Only)
+ Top performing branches by deposits
+
+
+ {globalReportsData.branchPerformance.length === 0 ? (
+
+
+
+ )}
+
+ {!globalReportsLoading && !globalReportsData && (
+ No account data available
+ ) : ( +
+ {globalReportsData.accountSummary.map((plan, index) => (
+
+ )}
+
+
+ ))}
+
+ {plan.plan_name}
+ {plan.account_count} accounts
+
+
+ Total Balance
+
+ Rs. {(plan.total_balance / 1000000).toFixed(2)}M
+
+
+
+
+ p.total_balance))) * 100, 100)}%`
+ }}
+ >
+
+
+
+ Total
+
+ {globalReportsData.accountSummary.reduce((sum, p) => sum + p.account_count, 0)} accounts |
+ Rs. {(globalReportsData.accountSummary.reduce((sum, p) => sum + parseFloat(p.total_balance.toString()), 0) / 1000000).toFixed(2)}M
+
+
+ No fixed deposit data available
+ ) : ( +
+ {globalReportsData.fdPayouts.map((fd, index) => (
+
+ )}
+
+
+ ))}
+
+
+ {fd.plan_months} Month{fd.plan_months > 1 ? 's' : ''} FD
+
+ {fd.fd_count} deposits
+
+
+
+
+ Total Principal
+
+ Rs. {(fd.total_principal / 1000000).toFixed(2)}M
+
+ Avg. Interest
+
+ {fd.avg_interest_rate.toFixed(2)}%
+
+ Estimated monthly payout: Rs. {((fd.total_principal * fd.avg_interest_rate / 100) / 12).toLocaleString()}
+
+
+
+
+ Total FDs
+
+ {globalReportsData.fdPayouts.reduce((sum, fd) => sum + fd.fd_count, 0)} deposits |
+ Rs. {(globalReportsData.fdPayouts.reduce((sum, fd) => sum + parseFloat(fd.total_principal.toString()), 0) / 1000000).toFixed(2)}M
+
+
+
+
+
+
+
+
+ Total Customers
+{globalReportsData.customerActivity.total_customers}
+
+
+ New This Month
++ +{globalReportsData.customerActivity.new_this_month} +
+
+ Active Accounts
+ {globalReportsData.customerActivity.active_accounts}
+
+
+ Average Balance
+
+ Rs. {(globalReportsData.customerActivity.avg_balance / 1000).toFixed(1)}K
+
+
+
+ Total Deposits Value
+
+ Rs. {(globalReportsData.customerActivity.active_accounts * globalReportsData.customerActivity.avg_balance / 1000000).toFixed(2)}M
+
+
+ No branch performance data available
+ ) : ( +
+ {globalReportsData.branchPerformance.slice(0, 5).map((branch, index) => (
+
+ )}
+
+
+ ))}
+ {globalReportsData.branchPerformance.length > 5 && (
+
+ 50 ? 'default' : 'secondary'}>
+ {branch.customer_count} customers
+
+
+
+ #{index + 1}
+ {branch.branch_name}
+
+
+
+
+ Total Deposits
+
+ Rs. {(branch.total_deposits / 1000000).toFixed(2)}M
+
+ Employees
+
+ {branch.employee_count} staff
++ +{globalReportsData.branchPerformance.length - 5} more branches +
+ )} +
+
+ )}
+
+ {/* Detailed System Reports Section */}
+ No global reports data loaded
+ +
+
+
+
+
+ {viewsReportLoading && (
+
+
+
+ Detailed System Reports
+Generate and download comprehensive reports from database views
+
+
+
+ )}
+
+ {!viewsReportLoading && (agentTransactionReport || accountTransactionReport || activeFDReport || monthlyInterestReport || customerActivityReport) && (
+ Loading detailed reports...
+
+ {/* Report 1: Agent Transaction Summary */}
+ {agentTransactionReport && (
+
+
+ 1. Agent Transaction Report
+
+ {agentTransactionReport.data.length} agents |
+ {agentTransactionReport.summary?.total_transactions || 0} transactions
+
+
+
+
+
+ )}
+
+ {/* Report 2: Account Transaction Summary */}
+ {accountTransactionReport && (
+
+
+ 2. Account Transaction Report
+
+ {accountTransactionReport.data.length} accounts
+
+
+
+
+
+ )}
+
+ {/* Report 3: Active Fixed Deposits */}
+ {activeFDReport && (
+
+
+ 3. Active Fixed Deposits
+
+ {activeFDReport.data.length} active FDs
+
+
+
+
+
+ )}
+
+ {/* Report 4: Monthly Interest Distribution */}
+ {monthlyInterestReport && (
+
+
+ 4. Monthly Interest Report
+
+ {monthlyInterestReport.data.length} records
+
+
+
+
+
+ )}
+
+ {/* Report 5: Customer Activity */}
+ {customerActivityReport && (
+
+
+ 5. Customer Activity Report
+
+ {customerActivityReport.data.length} customers
+
+
+
+
+
+ )}
+
+ {/* Download All Reports */}
+
+
+
+
+
+ Export all {[agentTransactionReport, accountTransactionReport, activeFDReport, monthlyInterestReport, customerActivityReport].filter(r => r).length} reports at once
+
+
+
+
+
+
+ )}
+
+ {!viewsReportLoading && !agentTransactionReport && !accountTransactionReport && !activeFDReport && !monthlyInterestReport && !customerActivityReport && (
+
+
+
+
+ Total Value:
+
+ Rs. {(agentTransactionReport.summary?.total_value || 0).toLocaleString()}
+
+
+
+ Active Agents:
+ {agentTransactionReport.summary?.total_agents || 0}
+
+
+
+
+
+ Total Balance:
+
+ Rs. {(accountTransactionReport.summary?.total_balance || 0).toLocaleString()}
+
+
+
+ Avg Balance:
+
+ Rs. {(accountTransactionReport.summary?.average_balance || 0).toLocaleString()}
+
+
+
+
+
+
+ Total Principal:
+
+ Rs. {(activeFDReport.summary?.total_principal_amount || 0).toLocaleString()}
+
+
+
+ Expected Interest:
+
+ Rs. {(activeFDReport.summary?.total_expected_interest || 0).toLocaleString()}
+
+
+
+ Pending Payouts:
+ {activeFDReport.summary?.pending_payouts || 0}
+
+
+
+
+
+ Total Interest:
+
+ Rs. {(monthlyInterestReport.summary?.total_interest_paid || 0).toLocaleString()}
+
+
+
+ Accounts:
+
+ {monthlyInterestReport.summary?.total_accounts_with_interest || 0}
+
+
+
+
+
+
+ Total Deposits:
+
+ Rs. {(customerActivityReport.summary?.total_deposits || 0).toLocaleString()}
+
+
+
+ Total Withdrawals:
+
+ Rs. {(customerActivityReport.summary?.total_withdrawals || 0).toLocaleString()}
+
+
+
+ Net Flow:
+
+ Rs. {(customerActivityReport.summary?.net_flow || 0).toLocaleString()}
+
+
+
+
+
+ + Exports {[agentTransactionReport, accountTransactionReport, activeFDReport, monthlyInterestReport, customerActivityReport].filter(r => r).length} separate CSV files +
+
+
+ )}
+ No detailed reports loaded
+ +
+
+
+
+ Scheduler Status
+
+ {taskStatus.scheduler_running ? 'Running' : 'Stopped'}
+
+
+
+
+
+
+
+
+
+ Next Savings Interest
+
+
+
+
+
+
+
+ Next FD Interest
+
+
+
+
+
+
+
+ Task Controls
+
+
+
+
+
+ )}
+
+
+
+ Current Time
+{new Date(taskStatus.current_time).toLocaleString()}
+
+
+ Scheduled For
++ {taskStatus.next_savings_interest_calculation.includes('AM') || taskStatus.next_savings_interest_calculation.includes('PM') + ? taskStatus.next_savings_interest_calculation + : new Date(taskStatus.next_savings_interest_calculation).toLocaleString()} +
+
+
+ Scheduled For
++ {taskStatus.next_fd_interest_calculation.includes('AM') || taskStatus.next_fd_interest_calculation.includes('PM') + ? taskStatus.next_fd_interest_calculation + : new Date(taskStatus.next_fd_interest_calculation).toLocaleString()} +
+
+
+
+
+
+ {/* Interest Calculation Actions */}
+
+
+ Manual Interest Calculation
+
+ Calculate interest manually for savings accounts and fixed deposits
+
+
+
+ {/* Savings Account Interest */}
+
+
+
+ {/* Interest Reports Loading */}
+
+
+ Interest Reports
+
+ View accounts pending interest payments and potential interest amounts
+
+
+
+ {/* Savings Interest Report */}
+
+
+
+
+ {/* Detailed Savings Interest Report Table */}
+ {savingsInterestReport && savingsInterestReport.accounts && savingsInterestReport.accounts.length > 0 && (
+
+
+
+ {/* Fixed Deposit Interest */}
+
+
+
+
+
+ Savings Account Interest
++ Calculate monthly interest for all eligible savings accounts based on their balance and plan rate +
+
+
+
+ {/* Mature Fixed Deposits */}
+
+
+
+
+
+ Fixed Deposit Interest
++ Calculate interest for fixed deposits that are due for monthly or maturity payments +
+
+
+
+
+
+
+
+ Mature Fixed Deposits
++ Process all fixed deposits that have reached their maturity date and return principal + interest +
+
+
+
+ {savingsInterestReport && (
+
+
+ {/* FD Interest Report */}
+
+
+ )}
+
+ {savingsInterestReport.month_year}
+
+ Savings Report
+
+
+ {savingsInterestReport.accounts && savingsInterestReport.accounts.length > 0 && (
+
+ )}
+
+
+ Accounts Pending
++ {savingsInterestReport.total_accounts_pending} +
+
+
+ Potential Interest
++ Rs. {savingsInterestReport.total_potential_interest?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} +
+
+
+
+ {fdInterestReport && (
+
+
+ {reportLoading && (
+
+
+ )}
+
+ Current
+
+ FD Interest Report
+
+
+ {fdInterestReport.deposits && fdInterestReport.deposits.length > 0 && (
+
+ )}
+
+
+ Deposits Due
++ {fdInterestReport.total_deposits_due} +
+
+
+ Potential Interest
++ Rs. {fdInterestReport.total_potential_interest?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} +
+
+
+ )}
+ Loading interest report...
+
+
+ Total: Rs. {savingsInterestReport.total_potential_interest?.toLocaleString()}
+
+
+
+ Savings Accounts Pending Interest
+
+ {savingsInterestReport.month_year} - {savingsInterestReport.accounts.length} accounts pending interest payment
+
+
+
+
+
+
+
+
+
+ | Account ID | +Plan | +Balance | +Rate | +Potential Interest | +
|---|---|---|---|---|
| {account.saving_account_id} | +{account.plan_name} | ++ Rs. {account.balance?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} + | +
+ |
+ + Rs. {account.potential_monthly_interest?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} + | +
+
+ Total: Rs. {fdInterestReport.total_potential_interest?.toLocaleString()}
+
+
+
+ Fixed Deposits Due for Interest
+
+ {fdInterestReport.deposits.length} fixed deposits are due for interest payment
+
+
+
+
+
+
+
+
+
+ | FD ID | +Account | +Principal | +Rate | +Days/Periods | +Interest Due | +
|---|---|---|---|---|---|
| {deposit.fixed_deposit_id} | +{deposit.saving_account_id} | ++ Rs. {deposit.principal_amount?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} + | +
+ |
+ + {deposit.days_since_payout} days ({deposit.complete_periods} periods) + | ++ Rs. {deposit.potential_interest?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} + | +
+ Automatic Tasks: When enabled, the system automatically calculates interest monthly at the scheduled times shown above.
+
+
+ Manual Calculation: Use the manual calculation buttons to process interest immediately for testing or catch-up purposes.
+
+
+ Reports: Load interest reports to see which accounts are pending interest payments and the potential amounts before processing.
+
+
+ Fixed Deposit Maturity: The "Mature Fixed Deposits" function processes all FDs that have reached their end date and returns principal + accumulated interest to the linked savings account.
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ );
+
+ const renderCustomerSearch = () => (
+
+
+
+
+ Welcome, {user?.username}!
+
+
+ Branch: {branchInfo?.branch_name || 'Loading...'}
+Address: {branchInfo?.location || 'Loading...'}
+Manager: {branchManager?.name || 'Loading...'}
+ {branchInfo && ( +Phone: {branchInfo.branch_phone_number}
+ )} +
+
+ Today's Date
+{new Date().toLocaleDateString()}
+
+ changeView('search')}>
+
+
+
+
+ changeView('register')}>
+
+
+
+
+ changeView('create-account')}>
+
+
+
+
+ changeView('create-joint')}>
+
+
+
+
+ changeView('reports')}>
+
+
+
+
+
+ Search Customer
+Access existing customer accounts and perform transactions
+Register Customer
+Register new customer with personal details
+Open Savings Account
+Create savings account for existing customer
+Create Joint Account
+Open joint account for multiple customers
+Reports
+View transaction summaries, customer reports, and analytics
+
+ setSearchQuery(e.target.value)}
+ className="flex-1"
+ />
+
+
+
+
+
+ Customer Search
+ Search by Customer ID, NIC, or Savings Account ID
+
+
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+
+
+ );
+
+ const renderRegisterCustomer = () => (
+
+
+
+ Search Existing Customer
+ +
+
+
+ {error && (
+
+
+
+
+
+
+
+
+ setSearchQuery(e.target.value)}
+ className="flex-1"
+ disabled={loading}
+ />
+
+
+
+
+
+ Customer Information
+ Register a new customer (account creation comes after registration)
+
+
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+
+
+
+
+
+ );
+
+ const renderCreateAccount = () => (
+
+
+
+ Register New Customer
+ +
+
+
+ {error && (
+
+
+ setNewCustomer({ ...newCustomer, name: e.target.value })}
+ />
+
+
+
+ setNewCustomer({ ...newCustomer, nic: e.target.value })}
+ />
+
+
+
+ setNewCustomer({ ...newCustomer, date_of_birth: e.target.value })}
+ />
+
+
+
+ setNewCustomer({ ...newCustomer, phone_number: e.target.value })}
+ />
+
+
+
+ setNewCustomer({ ...newCustomer, email: e.target.value })}
+ />
+
+
+
+ setNewCustomer({ ...newCustomer, address: e.target.value })}
+ />
+
+
+
+ Note:
+After registering the customer, you can create savings accounts for them using the "Open Savings Account" option from the home screen.
+
+
+
+ Create Savings Account
+ Open a new savings account for an existing customer
+
+
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+
+
+
+
+ );
+
+ const renderCreateJointAccount = () => (
+
+
+
+ Open Savings Account
+ +
+
+ setNewAccount({ ...newAccount, customer_id: e.target.value })}
+ />
+
+
+
+
+
+
+
+ {savingsPlans.filter(plan => plan.s_plan_id !== 'JO001').map((plan) => (
+ setNewAccount({ ...newAccount, s_plan_id: plan.s_plan_id })}
+ >
+
+
+
+ ))}
+
+ {plan.plan_name}
+
+
+ Interest: {plan.interest_rate}%
+Min Balance: {plan.min_balance === 0 ? 'None' : `LKR ${plan.min_balance.toLocaleString()}`}
+
+
+ setNewAccount({ ...newAccount, initial_balance: e.target.value })}
+ />
+ {newAccount.s_plan_id && (
+
+
+ {error && (
+ + Minimum deposit: LKR {savingsPlans.find(p => p.s_plan_id === newAccount.s_plan_id)?.min_balance.toLocaleString() || '0'} +
+ )} +
+
+
+ Joint Savings Account
+ Create a joint account for two existing customers
+
+
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+
+
+
+
+
+ );
+
+ const renderCustomerView = () => (
+
+
+
+ Create Joint Account
+ +
+
+
+
+
+ setJointAccount({ ...jointAccount, primary_customer_id: e.target.value.toUpperCase() })}
+ />
+
+
+
+
+ setJointAccount({ ...jointAccount, secondary_customer_id: e.target.value.toUpperCase() })}
+ />
+
+
+
+
+ Joint Account Plan
+
+
+ Interest Rate: 7%
+Minimum Balance: LKR 5,000
+All holders have equal rights to the account
+
+
+ setJointAccount({ ...jointAccount, initial_balance: e.target.value })}
+ />
+
+
+ {error && (
+
+
+ Note:
++ Both customers must already be registered in the system. + Use the exact Customer IDs as shown in their customer records. +
+
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+ {/* Customer Edit Modal/Panel */}
+ {editingCustomer && (
+
+
+
+
+
+
+ )}
+
+
+
+
+
+
+
+
+
+ )}
+
+ {selectedCustomerAccounts.length > 0 && (
+
+
+
+
+
+
+
+
+ )}
+
+ );
+
+ const renderReports = () => (
+
+
+
+ {error && (
+
+
+ {selectedCustomer?.name}
+Customer ID: {selectedCustomer?.customer_id}
+
+
+
+
+
+ Edit Customer Details
+
+
+
+
+
+
+
+ setEditingCustomer({ ...editingCustomer, name: e.target.value })}
+ />
+
+
+
+ setEditingCustomer({ ...editingCustomer, phone_number: e.target.value })}
+ />
+
+
+
+ setEditingCustomer({ ...editingCustomer, email: e.target.value })}
+ />
+
+
+
+ setEditingCustomer({ ...editingCustomer, address: e.target.value })}
+ />
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ {selectedCustomerAccounts.length === 0 ? (
+
+
+
+
+
+ Quick Actions
+
+
+ {selectedCustomerAccounts.length > 0 ? (
+ <>
+
+
+
+
+ {selectedCustomerFixedDeposits.length > 0 && (
+
+
+
+
+
+
+
+
+ {selectedCustomer?.name}
+
+
+
+ {selectedCustomer?.nic}
+
+
+
+ {selectedCustomer?.phone_number}
+
+
+
+ {selectedCustomer?.email || 'N/A'}
+
+
+
+ {selectedCustomer?.date_of_birth}
+
+
+
+ {selectedCustomer?.address}
+
+
+
+ {selectedCustomer?.status ? 'Active' : 'Inactive'}
+
+
+ No savings accounts yet
+ ) : ( + selectedCustomerAccounts.map((account: any) => ( +
+
+ ))
+ )}
+
+
+ {account.status ? 'Active' : 'Inactive'}
+
+
+
+
+
+ {account.saving_account_id}
+
+
+
+ + LKR {account.balance?.toLocaleString() || '0'} +
+
+
+
+
+
+ {account.s_plan_id}
+
+
+
+ {account.open_date || 'N/A'}
+
+
+
+
+
+
+
+ setTransactionAmount(e.target.value)}
+ />
+
+
+
+
+
+
+
+ ) : (
+
+
+ setFdAmount(e.target.value)}
+ />
+
+
+ + Note: Each account can have only one active FD +
+
+
+ )}
+ No savings accounts found for this customer.
+Use "Open Savings Account" from home to create one.
+
+ {selectedCustomerFixedDeposits.map((fd: any) => (
+
+
+
+ ))}
+
+
+ {fd.status ? 'Active' : 'Matured'}
+
+
+
+
+ FD #{fd.fixed_deposit_id}
+Account: {fd.saving_account_id}
+
+
+
+ Principal:
+ LKR {(fd.principal_amount || 0).toLocaleString()}
+
+
+ Plan:
+ {fd.f_plan_id}
+
+
+ Start Date:
+ {fd.start_date ? new Date(fd.start_date).toLocaleDateString() : 'N/A'}
+
+
+ Maturity Date:
+ {fd.end_date ? new Date(fd.end_date).toLocaleDateString() : 'N/A'}
+
+ {fd.last_payout_date && (
+
+ Last Payout:
+ {fd.last_payout_date ? new Date(fd.last_payout_date).toLocaleDateString() : 'Never'}
+
+ )}
+
+ {selectedCustomerTransactions.length > 0 ? (
+ selectedCustomerTransactions.map((txn: any) => (
+
+
+
+ ))
+ ) : (
+
+
+ {txn.type}
++ {new Date(txn.timestamp).toLocaleString('en-US', { + year: 'numeric', + month: 'short', + day: 'numeric', + hour: '2-digit', + minute: '2-digit', + second: '2-digit' + })} +
+{txn.description || 'No description'}
+Account: {txn.saving_account_id || 'N/A'}
+
+
+ + {txn.type === 'Deposit' || txn.type === 'Interest' ? '+' : '-'}LKR {Number(txn.amount).toLocaleString()} +
+Ref: {txn.ref_number || 'N/A'}
+
+
+ )}
+ No transactions yet
+Transactions will appear here once you process deposits or withdrawals
+
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+
+
+ My Transactions
+ My Customers
+ Account Details
+ Linked FDs
+ Monthly Interest
+
+
+ {/* My Transaction Summary */}
+
+
+
+
+
+ {dateFilter.period === 'custom' && (
+
+
+
+
+ {/* My Customers List */}
+
+
+
+
+
+ {reportsLoading && (
+
+
+
+
+ {/* Account Details & Transaction History */}
+
+
+
+
+
+ Detailed view of account information and transaction history
+
+
+
+
+
+
+ {/* Linked Fixed Deposits */}
+
+
+
+
+
+ {reportsLoading && (
+
+
+
+
+ {/* Monthly Interest Distribution */}
+
+
+
+
+
+ {reportsLoading && (
+
+
+
+
+
+
+
+ );
+
+ return (
+
+
+
+ {error && (
+
+
+ Reports Dashboard
+Comprehensive reports for your assigned customers and transactions
+
+ {/* Refresh Views button - only for branch managers and admins */}
+ {(user?.role === 'Branch Manager' || user?.role === 'Admin') && (
+
+ )}
+
+
+
+
+
+
+
+ All transactions handled by you
+
+
+
+
+
+
+
+ )}
+
+ {reportsLoading && (
+
+
+ setCustomDateRange(prev => ({ ...prev, start: e.target.value }))}
+ />
+
+
+
+ setCustomDateRange(prev => ({ ...prev, end: e.target.value }))}
+ />
+
+
+
+
+ )}
+
+ {myTransactionSummary && !reportsLoading && (
+ Loading transaction summary...
+
+ {/* Summary Cards */}
+
+ )}
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ {/* Agent Performance Table */}
+
+
+
+
+ Total Customers
+{myCustomers.length}
+
+
+
+
+ Total Transactions
+{myTransactionSummary.total_transactions}
+
+
+
+
+ Total Transaction Value
++ {AgentReportsService.formatCurrency(myTransactionSummary.total_value)} +
+
+
+
+
+ Agent Performance
+
+ {agentPerformanceData.slice(0, 10).map((agent) => (
+
+
+
+ ))}
+
+
+
+
+
+
+ {agent.total_transactions} Transactions
+
+
+
+
+ {agent.agent_name}
+Branch: {agent.branch_name}
+
+
+ + {AgentReportsService.formatCurrency(agent.total_value)} +
++ Avg: {AgentReportsService.formatCurrency(agent.avg_transaction_value)} +
+
+
+
+
+
+ All customers assigned to you
+
+
+
+
+ )}
+
+ {myCustomers.length > 0 && !reportsLoading && (
+ Loading customers...
+
+ {myCustomers.map((customer) => (
+
+ )}
+
+
+ ))}
+
+
+
+
+
+
+ Active
+
+
+ {customer.customer_name}
+ID: {customer.customer_id}
+
+
+ Agent: {customer.agent_name}
+Branch: {customer.branch_name}
+Registered: {customer.registration_date ? new Date(customer.registration_date).toLocaleDateString() : 'Unknown'}
+
+
+ Accounts: {customer.total_accounts}
+Total Balance: {AgentReportsService.formatCurrency(customer.current_total_balance)}
++ Last Transaction: {customer.last_transaction_date ? new Date(customer.last_transaction_date).toLocaleDateString() : 'Never'} +
+
+
+
+
+
+ {
+ if (e.key === 'Enter') {
+ const accountId = (e.target as HTMLInputElement).value;
+ if (accountId) {
+ loadAccountDetails(accountId);
+ }
+ }
+ }}
+ />
+
+
+
+ {reportsLoading && (
+
+
+ )}
+
+ {selectedAccountDetails && !reportsLoading && (
+ Loading account details...
+
+ {/* Account Information */}
+
+
+ Account Details
+
+
+
+
+
+ )}
+
+
+
+ Account Information
+
+
+
+
+
+
+
+ Account Summary
+
+
+
+
+
+
+ {/* Account List */}
+
+ Account ID:
+ {selectedAccountDetails.account.account_id}
+
+
+ Account Type:
+ {selectedAccountDetails.account.account_type}
+
+
+ Current Balance:
+
+ {AgentReportsService.formatCurrency(selectedAccountDetails.account.current_balance)}
+
+
+
+ Minimum Balance:
+
+ {AgentReportsService.formatCurrency(selectedAccountDetails.account.minimum_balance)}
+
+
+
+ Interest Rate:
+ {selectedAccountDetails.account.interest_rate}%
+
+
+ Status:
+
+ {selectedAccountDetails.account.status}
+
+
+
+ Total Accounts:
+ {selectedAccountDetails.summary.total_accounts}
+
+
+ Total Balance:
+
+ {AgentReportsService.formatCurrency(selectedAccountDetails.summary.total_balance)}
+
+
+
+ Average Balance:
+
+ {AgentReportsService.formatCurrency(selectedAccountDetails.summary.average_balance)}
+
+
+
+ {selectedAccountDetails.transactions.map((account) => (
+
+
+
+ ))}
+
+
+
+
+
+
+ {account.plan_name}
+
+ {account.customer_name}
+
+ + Account: {account.saving_account_id} • Opened: {account.open_date ? new Date(account.open_date).toLocaleDateString() : 'Unknown'} +
+
+
+ + {AgentReportsService.formatCurrency(account.current_balance)} +
++ {account.transaction_count} transactions +
+
+
+
+
+
+ All FDs linked to your customers' accounts
+
+
+
+
+ )}
+
+ {linkedFDs.length > 0 && !reportsLoading && (
+ Loading fixed deposits...
+
+ {/* Summary Cards */}
+
+ )}
+
+ {linkedFDs.length === 0 && !reportsLoading && (
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ {/* FDs Grid */}
+
+
+ {linkedFDs.length}
+Total FDs
+
+
+ + {linkedFDs.filter(fd => fd.status === 'Active' || fd.fd_status === 'Active').length} +
+Active FDs
+
+
+ + {AgentReportsService.formatCurrency( + linkedFDs.reduce((sum, fd) => sum + parseFloat(fd.principal_amount.toString()), 0) + )} +
+Total Principal
+
+
+ + {AgentReportsService.formatCurrency( + linkedFDs.reduce((sum, fd) => sum + parseFloat((fd.total_interest_credited || fd.total_interest || 0).toString()), 0) + )} +
+Interest To Be Credited
+
+ {linkedFDs.map((fd) => (
+
+
+
+
+
+
+ ))}
+
+
+
+ {fd.status}
+
+
+
+ FD #{fd.fd_id}
+
+ {fd.customer_names && Array.isArray(fd.customer_names)
+ ? fd.customer_names.join(' & ')
+ : 'Customer Information Not Available'}
+
+
+
+
+
+
+
+ Linked Account:
+{fd.linked_savings_account}
+
+
+ Principal Amount:
++ {AgentReportsService.formatCurrency(fd.principal_amount)} +
+
+
+ Interest Rate:
+{fd.interest_rate}% p.a.
+
+
+ Plan Duration:
+{fd.plan_months} months
+
+
+ Start Date:
+{fd.start_date ? new Date(fd.start_date).toLocaleDateString() : 'Unknown'}
+
+
+ Maturity Date:
++ {fd.maturity_date + ? new Date(fd.maturity_date).toLocaleDateString() + : 'Date not available' + } +
+
+
+
+ {fd.status === 'Active' && fd.next_payout_date && (
+
+
+
+
+ Next Payout:
++ {fd.next_payout_date ? new Date(fd.next_payout_date).toLocaleDateString() : 'Matured'} +
+
+
+ Total Interest:
++ {AgentReportsService.formatCurrency(fd.total_interest_credited || fd.total_interest || 0)} +
+
+
+ )}
+
+
+
+
+ )}
+ No Fixed Deposits Found
+Your customers haven't opened any fixed deposits yet.
+
+
+
+
+
+ Interest credited to your customers' accounts by month
+
+
+ setSelectedMonth(e.target.value)}
+ className="w-40"
+ />
+
+
+
+
+ )}
+
+ {monthlyInterest.length > 0 && !reportsLoading && (
+ Loading interest summary...
+
+ {/* Summary Cards */}
+
+
+ Monthly Interest Distribution Details
+
+
+
+
+
+ )}
+
+ {monthlyInterest.length === 0 && !reportsLoading && (
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ {/* Interest Details by Account Type */}
+
+
+ + {monthlyInterest.reduce((sum, item) => sum + item.account_count, 0)} +
+Accounts Credited
+
+
+ + {AgentReportsService.formatCurrency( + monthlyInterest.reduce((sum, item) => sum + parseFloat(item.total_interest_paid.toString()), 0) + )} +
+Total Interest
+
+
+ + {AgentReportsService.formatCurrency( + monthlyInterest.length > 0 + ? monthlyInterest.reduce((sum, item) => sum + parseFloat(item.average_interest_per_account.toString()), 0) / monthlyInterest.length + : 0 + )} +
+Avg per Account
+
+
+ + {new Set(monthlyInterest.map(item => item.plan_name)).size} +
+Account Types
+
+ {Array.from(new Set(monthlyInterest.map(item => item.plan_name))).map((planName) => {
+ const typeData = monthlyInterest.filter(item => item.plan_name === planName);
+ const totalInterest = typeData.reduce((sum, item) => sum + parseFloat(item.total_interest_paid.toString()), 0);
+ const totalAccounts = typeData.reduce((sum, item) => sum + item.account_count, 0);
+
+ return (
+
+
+ {planName}
+
+
+
+
+ );
+ })}
+
+
+ {/* Detailed Monthly Breakdown */}
+
+ Total Accounts:
+ {totalAccounts}
+
+
+ Total Interest:
+
+ {AgentReportsService.formatCurrency(totalInterest)}
+
+
+
+ Average:
+
+ {AgentReportsService.formatCurrency(totalAccounts > 0 ? totalInterest / totalAccounts : 0)}
+
+
+
+
+ + Last Credit: {typeData[0]?.month ? `${typeData[0].month} ${typeData[0].year}` : 'N/A'} +
+
+ {monthlyInterest.map((item, index) => (
+
+
+
+ ))}
+
+
+
+
+ {item.plan_name}
+{item.month} {item.year}
+
+
+ Accounts
+{item.account_count}
+
+
+ Total Interest
++ {AgentReportsService.formatCurrency(item.total_interest_paid)} +
+
+
+ Average
++ {AgentReportsService.formatCurrency(item.average_interest_per_account)} +
+
+
+ Period
+{item.month} {item.year}
+
+
+ )}
+ No Interest Data Found
+No interest payments found for the selected month.
+Try selecting a different month or check if interest has been processed.
+
+
+ );
+}
diff --git a/Frontend/src/components/BranchFixedDeposits.tsx b/Frontend/src/components/BranchFixedDeposits.tsx
new file mode 100644
index 0000000..9ad3a4f
--- /dev/null
+++ b/Frontend/src/components/BranchFixedDeposits.tsx
@@ -0,0 +1,343 @@
+import React, { useState, useEffect } from 'react';
+import { Button } from './ui/button';
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from './ui/card';
+import { Badge } from './ui/badge';
+import { Alert, AlertDescription } from './ui/alert';
+import { RefreshCw, Search, Download, Calendar, AlertTriangle } from "lucide-react";
+import { Input } from './ui/input';
+import {
+ ManagerFixedDepositService,
+ type FixedDeposit,
+ type BranchFixedDepositStats,
+ handleApiError
+} from '../services/managerService';
+
+interface BranchFixedDepositsProps {
+ token: string;
+ onError?: (error: string) => void;
+}
+
+export function BranchFixedDeposits({ token, onError }: BranchFixedDepositsProps) {
+ const [fixedDeposits, setFixedDeposits] = useState
+
+
+
+
+
+
+
+
+
+
+
+ Agent Dashboard
+{branchInfo?.branch_name || 'Loading Branch...'}
+
+ {currentView === 'home' && renderHomeScreen()}
+ {currentView === 'search' && renderCustomerSearch()}
+ {currentView === 'customer' && renderCustomerView()}
+ {currentView === 'register' && renderRegisterCustomer()}
+ {currentView === 'create-account' && renderCreateAccount()}
+ {currentView === 'create-joint' && renderCreateJointAccount()}
+ {currentView === 'reports' && renderReports()}
+
+
+ {error && (
+
+ {error}
+
+ )}
+
+ {/* Maturity Alert */}
+ {maturityDeposits.length > 0 && (
+
+
+ {maturityDeposits.length} fixed deposits are maturing within 30 days or have already matured.
+ Review these accounts for processing.
+
+
+ )}
+
+
+
+
+
+ {/* Statistics Cards */}
+ {fixedDepositStats && (
+
+
+
+ );
+}
\ No newline at end of file
diff --git a/Frontend/src/components/BranchSavingsAccounts.tsx b/Frontend/src/components/BranchSavingsAccounts.tsx
new file mode 100644
index 0000000..b09aa11
--- /dev/null
+++ b/Frontend/src/components/BranchSavingsAccounts.tsx
@@ -0,0 +1,280 @@
+import React, { useState, useEffect } from 'react';
+import { Button } from './ui/button';
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from './ui/card';
+import { Badge } from './ui/badge';
+import { Alert, AlertDescription } from './ui/alert';
+import { RefreshCw, Search, Download } from "lucide-react";
+import { Input } from './ui/input';
+import {
+ ManagerSavingsAccountService,
+ type SavingsAccount,
+ type BranchSavingsStats,
+ handleApiError
+} from '../services/managerService';
+
+interface BranchSavingsAccountsProps {
+ token: string;
+ onError?: (error: string) => void;
+}
+
+export function BranchSavingsAccounts({ token, onError }: BranchSavingsAccountsProps) {
+ const [savingsAccounts, setSavingsAccounts] = useState
+
+
+ Branch Fixed Deposits
+
+ All fixed deposits in your branch with maturity tracking
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Search Bar */}
+ {fixedDepositStats.total_fixed_deposits}
+ Total FDs
+{fixedDepositStats.active_fixed_deposits}
+ Active FDs
+Rs. {fixedDepositStats.total_principal_amount.toLocaleString()}
+ Total Principal
+{fixedDepositStats.new_fds_this_month}
+ New This Month
+{fixedDepositStats.matured_fds}
+ Matured FDs
+
+
+
+ {loading &&
+
+ {searchTerm && (
+
+ )}
+ Loading fixed deposits...
}
+
+ {/* Results Count */}
+ {!loading && (
+
+ Showing {filteredDeposits.length} of {fixedDeposits.length} fixed deposits
+ {searchTerm && ` matching "${searchTerm}"`}
+
+ )}
+
+ {/* Fixed Deposits Table */}
+
+
+
+
+
+
+ {/* Summary Footer */}
+ {filteredDeposits.length > 0 && fixedDepositStats && (
+ | FD ID | +Savings Account | +Principal Amount | +Start Date | +End Date | +Status | +Plan ID | +Maturity | +
|---|---|---|---|---|---|---|---|
| + {searchTerm ? `No fixed deposits found matching "${searchTerm}"` : 'No fixed deposits found in your branch'} + | +|||||||
| + {deposit.fixed_deposit_id} + | ++ {deposit.saving_account_id} + | ++ Rs. {deposit.principal_amount.toLocaleString()} + | ++ {new Date(deposit.start_date).toLocaleDateString()} + | ++ {new Date(deposit.end_date).toLocaleDateString()} + | +
+
+
+ |
+ + {deposit.f_plan_id} + | +
+ {deposit.status ? (
+
+ {isMatured ? (
+
+ ) : (
+ N/A
+ )}
+ |
+
+
+ )}
+
+
+
+ Average Principal:
+
+
+ Rs. {fixedDepositStats.average_principal_amount.toLocaleString()}
+
+
+ Filtered Total:
+
+
+ Rs. {filteredDeposits.reduce((sum, dep) => sum + parseFloat(dep.principal_amount.toString()), 0).toLocaleString()}
+
+
+ Maturing Soon:
+
+
+ {maturityDeposits.length} deposits
+
+
+ Branch ID:
+
+
+ {fixedDepositStats.branch_id}
+
+
+ {error && (
+
+ {error}
+
+ )}
+
+
+
+
+
+ {/* Statistics Cards */}
+ {savingsStats && (
+
+
+
+ );
+}
\ No newline at end of file
diff --git a/Frontend/src/components/ConnectionTest.tsx b/Frontend/src/components/ConnectionTest.tsx
new file mode 100644
index 0000000..59325af
--- /dev/null
+++ b/Frontend/src/components/ConnectionTest.tsx
@@ -0,0 +1,85 @@
+import React, { useState } from 'react';
+import { Button } from './ui/button';
+import { Card, CardContent, CardHeader, CardTitle } from './ui/card';
+import { useAuth } from '../contexts/AuthContext';
+import { AuthService } from '../services/authService';
+import { API_BASE_URL } from '../config/api';
+import { CheckCircle, XCircle, Loader2 } from 'lucide-react';
+
+export function ConnectionTest() {
+ const { user } = useAuth();
+ const [connectionStatus, setConnectionStatus] = useState<'idle' | 'testing' | 'success' | 'error'>('idle');
+ const [testResults, setTestResults] = useState
+
+
+ Branch Savings Accounts
+
+ All savings accounts in your branch with comprehensive details
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Search Bar */}
+ {savingsStats.total_accounts}
+ Total Accounts
+{savingsStats.active_accounts}
+ Active Accounts
+Rs. {savingsStats.total_balance.toLocaleString()}
+ Total Balance
+{savingsStats.new_accounts_this_month}
+ New This Month
+
+
+
+ {loading &&
+
+ {searchTerm && (
+
+ )}
+ Loading savings accounts...
}
+
+ {/* Results Count */}
+ {!loading && (
+
+ Showing {filteredAccounts.length} of {savingsAccounts.length} accounts
+ {searchTerm && ` matching "${searchTerm}"`}
+
+ )}
+
+ {/* Savings Accounts Table */}
+
+
+
+
+
+
+ {/* Summary Footer */}
+ {filteredAccounts.length > 0 && savingsStats && (
+ | Account ID | +Customer Name | +Customer NIC | +Balance | +Open Date | +Status | +Plan ID | +Employee ID | +
|---|---|---|---|---|---|---|---|
| + {searchTerm ? `No accounts found matching "${searchTerm}"` : 'No savings accounts found in your branch'} + | +|||||||
| + {account.saving_account_id} + | ++ {account.customer_name || 'Unknown'} + | ++ {account.customer_nic || 'N/A'} + | ++ Rs. {account.balance.toLocaleString()} + | ++ {new Date(account.open_date).toLocaleDateString()} + | +
+ |
+ + {account.s_plan_id} + | ++ {account.employee_id} + | +
+
+ )}
+
+
+
+ Average Balance:
+
+
+ Rs. {savingsStats.average_balance.toLocaleString()}
+
+
+ Branch ID:
+
+
+ {savingsStats.branch_id}
+
+
+ Filtered Total:
+
+
+ Rs. {filteredAccounts.reduce((sum, acc) => sum + parseFloat(acc.balance.toString()), 0).toLocaleString()}
+
+
+ Active Rate:
+
+
+ {savingsStats.total_accounts > 0
+ ? ((savingsStats.active_accounts / savingsStats.total_accounts) * 100).toFixed(1)
+ : 0}%
+
+
+
+
+
+
+ {testResults.length > 0 && (
+ API Base URL: {API_BASE_URL}
+User Status: {user ? `Logged in as ${user.username}` : 'Not logged in'}
+
+
+ )}
+ Test Results:
+ {testResults.map((result, index) => ( +{result}
+ ))} +
+
+
+ Bank Management System
+
+ Sign in to access your dashboard
+
+
+
+
+
+
+
+ );
+}
\ No newline at end of file
diff --git a/Frontend/src/components/ManagerDashboard.tsx b/Frontend/src/components/ManagerDashboard.tsx
new file mode 100644
index 0000000..232beb7
--- /dev/null
+++ b/Frontend/src/components/ManagerDashboard.tsx
@@ -0,0 +1,2029 @@
+import React, { useState, useEffect } from 'react';
+import { Button } from './ui/button';
+import { Input } from './ui/input';
+import { Label } from './ui/label';
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from './ui/card';
+import { Tabs, TabsContent, TabsList, TabsTrigger } from './ui/tabs';
+import { Badge } from './ui/badge';
+import { useAuth } from '../contexts/AuthContext';
+import { Bell, Building2, Calendar, DollarSign, Edit, FileText, LogOut, RefreshCw, Search, TrendingDown, TrendingUp, User, UserPlus, Users, X, Save, Filter, Download, Clock, ArrowUpDown, FileDown, BarChart3 } from "lucide-react";
+import { Progress } from './ui/progress';
+import { Alert, AlertDescription } from './ui/alert';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from './ui/select';
+import {
+ ManagerEmployeeService,
+ ManagerCustomerService,
+ ManagerTransactionService,
+ ManagerTasksService,
+ ManagerStatsService,
+ ManagerSavingsAccountService,
+ ManagerFixedDepositService,
+ type Employee,
+ type Customer,
+ type TaskStatus,
+ type InterestReport,
+ type SavingsAccount,
+ type FixedDeposit,
+ type BranchSavingsStats,
+ type BranchFixedDepositStats,
+ handleApiError
+} from '../services/managerService';
+import {
+ ViewsService,
+ type AgentTransactionReport,
+ type AccountTransactionReport,
+ type ActiveFixedDepositReport,
+ type MonthlyInterestDistributionReport,
+ type CustomerActivityReport,
+ handleApiError as handleViewsApiError
+} from '../services/viewsService';
+
+import {
+ ManagerReportsService,
+ type BranchOverviewSummary,
+ type AgentTransactionReport as ManagerAgentReport,
+ type AccountTransactionReport as ManagerAccountReport,
+ type ActiveFixedDepositReport as ManagerFDReport,
+ type MonthlyInterestReport as ManagerInterestReport,
+ type CustomerActivityReport as ManagerCustomerReport,
+ type DateFilter,
+ type SortOptions
+} from '../services/managerReportsService';
+
+// Import the detailed account view components
+import { BranchSavingsAccounts } from './BranchSavingsAccounts';
+import { BranchFixedDeposits } from './BranchFixedDeposits';
+import { CSVExportService } from '../services/csvExportService';
+
+export function ManagerDashboard() {
+ const { user, logout } = useAuth();
+ const [selectedPeriod, setSelectedPeriod] = useState('current-month');
+
+ // State management
+ const [employees, setEmployees] = useState
+
+
+ {/* Header */}
+
+ );
+}
\ No newline at end of file
diff --git a/Frontend/src/components/figma/ImageWithFallback.tsx b/Frontend/src/components/figma/ImageWithFallback.tsx
new file mode 100644
index 0000000..0e26139
--- /dev/null
+++ b/Frontend/src/components/figma/ImageWithFallback.tsx
@@ -0,0 +1,27 @@
+import React, { useState } from 'react'
+
+const ERROR_IMG_SRC =
+ 'data:image/svg+xml;base64,PHN2ZyB3aWR0aD0iODgiIGhlaWdodD0iODgiIHhtbG5zPSJodHRwOi8vd3d3LnczLm9yZy8yMDAwL3N2ZyIgc3Ryb2tlPSIjMDAwIiBzdHJva2UtbGluZWpvaW49InJvdW5kIiBvcGFjaXR5PSIuMyIgZmlsbD0ibm9uZSIgc3Ryb2tlLXdpZHRoPSIzLjciPjxyZWN0IHg9IjE2IiB5PSIxNiIgd2lkdGg9IjU2IiBoZWlnaHQ9IjU2IiByeD0iNiIvPjxwYXRoIGQ9Im0xNiA1OCAxNi0xOCAzMiAzMiIvPjxjaXJjbGUgY3g9IjUzIiBjeT0iMzUiIHI9IjciLz48L3N2Zz4KCg=='
+
+export function ImageWithFallback(props: React.ImgHTMLAttributes
+
+
+
+
+
+
+
+
+
+
+
+ Branch Manager Dashboard
+Welcome, {user?.username} - Employee ID: {user?.employeeId || 'N/A'}
+
+ {/* Error and Success Messages */}
+ {error && (
+
+ {error}
+
+ )}
+
+ {success && (
+
+ {success}
+
+ )}
+
+ {/* Overview Cards */}
+
+
+ Monitor Agents
+ Savings Accounts
+ Fixed Deposits
+ Branch Analytics
+ Manage Agents
+ Reports
+
+
+ {/* Monitor Agents */}
+
+
+
+
+
+ {loading &&
+
+
+
+ {/* Savings Accounts */}
+
+ {/* Using the enhanced BranchSavingsAccounts component */}
+ setError(msg)}
+ />
+
+
+ {/* Fixed Deposits */}
+
+ {/* Using the enhanced BranchFixedDeposits component */}
+ setError(msg)}
+ />
+
+
+ {/* Branch Analytics */}
+
+ {/* Global Reports Section */}
+
+
+
+
+ {globalReportsLoading && (
+
+
+
+ {/* Enhanced System Status and Interest Reports */}
+
+
+
+
+ {/* Task Status Summary Cards */}
+ {taskStatus && (
+
+
+
+
+
+
+ )}
+
+ {fdInterestReport && fdInterestReport.deposits && fdInterestReport.deposits.length > 0 && (
+
+
+
+
+
+
+ )}
+
+ {/* Help Section */}
+
+
+ Interest Management Guide
+
+
+
+
+
+
+
+
+ {/* Manage Agents */}
+
+
+
+
+
+
+
+
+ {/* Employee Edit Modal */}
+ {editingEmployee && (
+
+
+ {/* Reports */}
+
+
+
+ Branch Reports
+
+ Detailed analytics and reports for your branch
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Total Customers
+{branchStats.totalCustomers}
+
+
+
+
+ Total Deposits
++ Rs. {((savingsStats?.total_balance || 0) + (fixedDepositStats?.total_principal_amount || 0)).toLocaleString()} +
+
+
+
+
+ New Accounts
++ {(savingsStats?.new_accounts_this_month || 0) + (fixedDepositStats?.new_fds_this_month || 0)} +
+
+
+
+
+ Total Accounts
++ {(savingsStats?.total_accounts || 0) + (fixedDepositStats?.total_fixed_deposits || 0)} +
+
+
+
+ Agent Performance
+
+ Performance metrics for agents in your branch
+
+
+
+ Loading agents...
}
+
+
+ {employees.filter(emp => emp.type === 'Agent').length === 0 ? (
+
+
+ No agents found in your branch
+
+ ) : (
+ employees
+ .filter(emp => emp.type === 'Agent')
+ .map((agent) => {
+ // Calculate customers assigned to this agent
+ const agentCustomers = customers.filter(cust => cust.employee_id === agent.employee_id);
+ const performanceScore = Math.min((agentCustomers.length / 20) * 100, 100); // Max 100%
+
+ return (
+
+
+ );
+ })
+ )}
+
+
+ {agent.status ? 'Active' : 'Inactive'}
+
+
+
+
+
+ {agent.name}
+ID: {agent.employee_id}
+
+
+
+
+
+ Customers
+{agentCustomers.length}
+
+
+ Phone
+{agent.phone_number || 'N/A'}
+
+
+ Last Login
++ {agent.last_login_time + ? new Date(agent.last_login_time).toLocaleDateString() + : 'Never' + } +
+
+
+
+ Performance Score
+ {Math.round(performanceScore)}%
+
+
+
+
+
+ Branch Performance Overview
+ Real-time analytics and insights for your branch
+
+
+
+
+ )}
+
+ {!globalReportsLoading && !globalReportsData && (
+ Loading branch reports...
+
+
+ )}
+
+ {!globalReportsLoading && globalReportsData && (
+ No reports loaded yet
+ +
+ {/* Branch Summary Card */}
+
+
+
+
+
+
+
+
+
+ {/* FD Overview Card */}
+
+
+
+
+
+
+
+
+
+ {/* Agent Performance Card */}
+
+
+
+
+
+
+
+
+
+ {/* Monthly Trends Card */}
+
+
+
+
+
+
+
+
+
+ )}
+
+
+
+
+
+ Total Customers
++ {globalReportsData.branchSummary.total_customers} +
+
+
+ Total Accounts
++ {globalReportsData.branchSummary.total_accounts} +
+
+
+ Total Balance
++ Rs. {globalReportsData.branchSummary.total_balance.toLocaleString()} +
+
+
+ New This Month
++ {globalReportsData.branchSummary.new_accounts_this_month} +
+
+
+ Account Distribution
+
+ {globalReportsData.branchSummary.account_types.map((type, idx) => {
+ const maxBalance = Math.max(...globalReportsData.branchSummary.account_types.map(t => t.balance));
+ const percentage = maxBalance > 0 ? (type.balance / maxBalance) * 100 : 0;
+ return (
+
+
+
+ );
+ })}
+
+ {type.type}
+
+ {type.count} accounts - Rs. {type.balance.toLocaleString()}
+
+
+
+
+
+
+
+
+ Active FDs
++ {globalReportsData.fdOverview.total_fds} +
+
+
+ Total Principal
++ Rs. {globalReportsData.fdOverview.total_principal.toLocaleString()} +
+
+
+ Expected Interest
++ Rs. {globalReportsData.fdOverview.total_expected_interest.toLocaleString()} +
+
+
+ Maturing This Month
++ {globalReportsData.fdOverview.maturing_this_month} +
+
+
+ FDs by Duration
+
+ {globalReportsData.fdOverview.by_duration.map((fd, idx) => (
+
+ {globalReportsData.fdOverview.pending_payouts > 0 && (
+
+
+ ))}
+
+ {fd.months} months
+ {fd.count} FDs
+
+
+
+ Rs. {fd.principal.toLocaleString()}
+Avg: {fd.avg_rate.toFixed(2)}%
+
+
+ ⚠ {globalReportsData.fdOverview.pending_payouts} pending payouts
+
+
+ )}
+
+
+
+
+
+ Active Agents
++ {globalReportsData.agentPerformance.total_agents} +
+
+
+ Total Transactions
++ {globalReportsData.agentPerformance.total_transactions} +
+
+
+ Total Value
++ Rs. {(globalReportsData.agentPerformance.total_transaction_value / 1000).toFixed(0)}K +
+
+
+ Top Performing Agents
+
+ {globalReportsData.agentPerformance.agents.map((agent, idx) => (
+
+
+
+ ))}
+
+
+ #{idx + 1}
+
+ {agent.name}
+
+
+
+ Rs. {agent.value.toLocaleString()}
+{agent.transactions} txns
+
+
+
+
+
+ Total Deposits
++ Rs. {globalReportsData.monthlyTrends.total_deposits.toLocaleString()} +
+
+
+ Total Withdrawals
++ Rs. {globalReportsData.monthlyTrends.total_withdrawals.toLocaleString()} +
+
+
+
+
+ Net Cash Flow
+ = 0 ? 'text-green-600' : 'text-red-600'}`}>
+ {globalReportsData.monthlyTrends.net_flow >= 0 ? '+' : ''}
+ Rs. {globalReportsData.monthlyTrends.net_flow.toLocaleString()}
+
+
+
+
+
+
+ Total Transactions
++ {globalReportsData.monthlyTrends.transaction_count.toLocaleString()} +
+
+
+ Avg Transaction Size
++ Rs. {globalReportsData.monthlyTrends.transaction_count > 0 + ? Math.round((globalReportsData.monthlyTrends.total_deposits + globalReportsData.monthlyTrends.total_withdrawals) / globalReportsData.monthlyTrends.transaction_count).toLocaleString() + : 0 + } +
+
+
+
+ Branch Interest Management
+
+ Monitor interest calculations and system status for your branch
+
+
+
+
+
+
+
+ Scheduler Status
+
+ {taskStatus.scheduler_running ? 'Running' : 'Stopped'}
+
+
+
+
+
+
+
+
+
+ Next Savings Interest
+
+
+
+
+
+
+
+ Next FD Interest
+
+
+
+
+
+ )}
+
+ {/* Interest Reports Section */}
+
+
+ Current Time
+{new Date(taskStatus.current_time).toLocaleString()}
+
+
+ Scheduled For
++ {taskStatus.next_savings_interest_calculation.includes('AM') || taskStatus.next_savings_interest_calculation.includes('PM') + ? taskStatus.next_savings_interest_calculation + : new Date(taskStatus.next_savings_interest_calculation).toLocaleString()} +
+
+
+ Scheduled For
++ {taskStatus.next_fd_interest_calculation.includes('AM') || taskStatus.next_fd_interest_calculation.includes('PM') + ? taskStatus.next_fd_interest_calculation + : new Date(taskStatus.next_fd_interest_calculation).toLocaleString()} +
+
+ {/* Savings Interest Report */}
+
+
+ Branch Savings Interest
+ Accounts pending interest payment in your branch
+
+
+
+
+ {savingsInterestReport && (
+
+
+
+ {/* FD Interest Report */}
+
+
+ Branch FD Interest
+ Fixed deposits due for interest in your branch
+
+
+ {fdInterestReport && (
+
+
+
+
+ {/* Detailed Tables */}
+ {savingsInterestReport && savingsInterestReport.accounts && savingsInterestReport.accounts.length > 0 && (
+
+
+ )}
+
+ {savingsInterestReport.month_year}
+
+ Savings Report
+
+
+ {savingsInterestReport.accounts && savingsInterestReport.accounts.length > 0 && (
+
+ )}
+
+
+ Accounts Pending
++ {savingsInterestReport.total_accounts_pending} +
+
+
+ Potential Interest
++ Rs. {savingsInterestReport.total_potential_interest?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} +
+
+
+ )}
+
+ {loading && (
+
+ Current
+
+ FD Interest Report
+
+
+ {fdInterestReport.deposits && fdInterestReport.deposits.length > 0 && (
+
+ )}
+
+
+ Deposits Due
++ {fdInterestReport.total_deposits_due} +
+
+
+ Potential Interest
++ Rs. {fdInterestReport.total_potential_interest?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} +
+
+
+ )}
+ Loading interest reports...
+
+
+ Total: Rs. {savingsInterestReport.total_potential_interest?.toLocaleString()}
+
+
+
+ Savings Accounts Pending Interest
+
+ {savingsInterestReport.month_year} - {savingsInterestReport.accounts.length} accounts in your branch
+
+
+
+
+
+
+
+
+
+ | Account ID | +Plan | +Balance | +Rate | +Potential Interest | +
|---|---|---|---|---|
| {account.saving_account_id} | +{account.plan_name} | ++ Rs. {account.balance?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} + | +
+ |
+ + Rs. {account.potential_monthly_interest?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} + | +
+
+ Total: Rs. {fdInterestReport.total_potential_interest?.toLocaleString()}
+
+
+
+ Fixed Deposits Due for Interest
+
+ {fdInterestReport.deposits.length} deposits in your branch are due for interest payment
+
+
+
+
+
+
+
+
+
+ | FD ID | +Account | +Principal | +Rate | +Days/Periods | +Interest Due | +
|---|---|---|---|---|---|
| {deposit.fixed_deposit_id} | +{deposit.saving_account_id} | ++ Rs. {deposit.principal_amount?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} + | +
+ |
+ + {deposit.days_since_payout} days ({deposit.complete_periods} periods) + | ++ Rs. {deposit.potential_interest?.toLocaleString(undefined, { + minimumFractionDigits: 2, + maximumFractionDigits: 2 + })} + | +
+ Automatic Processing: The system automatically calculates interest at scheduled times. You can monitor the next scheduled calculations above.
+
+
+ Branch Reports: Load interest reports to see which accounts in your branch are pending interest payments and the amounts due.
+
+
+ Export Data: Use the CSV export buttons to download detailed reports for offline analysis or record-keeping.
+
+
+ Note: Only Admin users can manually trigger interest calculations. Contact your administrator if immediate processing is needed.
+
+
+
+
+ Agent Management
+
+ Manage contact information and status of agents in your branch
+
+
+
+ {/* Search Section */}
+
+
+
+ setEmployeeSearchQuery(e.target.value)}
+ className="flex-1"
+ />
+
+
+
+
+ {loading && Loading agents...
}
+
+
+ {employees.filter(emp => emp.type === 'Agent').length === 0 ? (
+
+
+ No agents found in your branch
+
+ ) : (
+ employees
+ .filter(emp => emp.type === 'Agent')
+ .map((agent) => (
+
+
+ ))
+ )}
+
+
+ {agent.name}
+ID: {agent.employee_id}
+Phone: {agent.phone_number || 'N/A'}
+
+
+ {agent.status ? 'Active' : 'Inactive'}
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ Edit Agent Contact
+
+
+
+
+
+
+
+
+
+
+
+
+ setEditingEmployee({ ...editingEmployee, phone_number: e.target.value })}
+ placeholder="Enter phone number"
+ />
+
+
+
+ setEditingEmployee({ ...editingEmployee, address: e.target.value })}
+ placeholder="Enter address"
+ />
+
+
+
+
+
+
+ {/* Control Bar */}
+
+
+
+
+
+
+ )}
+
+ {/* Customer Activity Report */}
+ {customerActivityReport && (
+
+
+
+
+
+
+ )}
+
+ {/* Active Fixed Deposits */}
+ {activeFDReport && (
+
+
+
+
+
+
+ )}
+
+ {/* Monthly Interest Distribution */}
+ {monthlyInterestReport && (
+
+
+
+
+
+
+ )}
+
+ {/* Empty State */}
+ {!reportLoading && !agentTransactionReport && (
+
+
+
+
+ )}
+
+
+
+
+ {/* Summary Cards */}
+ {agentTransactionReport && accountTransactionReport && activeFDReport && customerActivityReport && (
+
+
+
+
+ {lastRefreshTime && (
+
+ Last refreshed: {lastRefreshTime.toLocaleTimeString()}
+
+ )}
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Agent Performance Report */}
+ {agentTransactionReport && (
+
+
+
+
+ Active Agents
+{agentTransactionReport.summary?.total_agents || 0}
+
+
+
+
+ Total Balance
+Rs. {(accountTransactionReport.summary?.total_balance || 0).toLocaleString()}
+
+
+
+
+ Active FDs
+{activeFDReport.summary?.total_fds || 0}
+
+
+
+
+ Total Customers
+{customerActivityReport.summary?.total_customers || 0}
+
+
+
+ Agent Transaction Summary
+
+ Total transactions: {(agentTransactionReport.summary?.total_transactions || 0).toLocaleString()} |
+ Total value: Rs. {(agentTransactionReport.summary?.total_value || 0).toLocaleString()}
+
+
+
+
+
+
+
+
+ | Agent ID | +Name | +Branch | +Transactions | +Total Value | +Status | +
|---|---|---|---|---|---|
| {agent.employee_id || 'N/A'} | +{agent.employee_name || 'Unknown'} | +{agent.branch_name || 'N/A'} | +{(agent.total_transactions || 0).toLocaleString()} | +Rs. {(agent.total_value || 0).toLocaleString()} | +
+ |
+
+
+
+ Customer Activity Report
+
+ Net flow: Rs. {(customerActivityReport.summary?.net_flow || 0).toLocaleString()} |
+ Total deposits: Rs. {(customerActivityReport.summary?.total_deposits || 0).toLocaleString()} |
+ Total withdrawals: Rs. {(customerActivityReport.summary?.total_withdrawals || 0).toLocaleString()}
+
+
+
+
+
+
+
+
+ {(customerActivityReport.data?.length || 0) > 10 && (
+ | Customer ID | +Name | +Accounts | +Deposits | +Withdrawals | +Net Change | +Current Balance | +
|---|---|---|---|---|---|---|
| {customer.customer_id || 'N/A'} | +{customer.customer_name || 'Unknown'} | +{customer.total_accounts || 0} | +Rs. {(customer.total_deposits || 0).toLocaleString()} | +Rs. {(customer.total_withdrawals || 0).toLocaleString()} | += 0 ? 'text-green-600' : 'text-red-600'}`}> + Rs. {(customer.net_change || 0).toLocaleString()} + | +Rs. {(customer.current_total_balance || 0).toLocaleString()} | +
Showing top 10 of {customerActivityReport.data?.length || 0} customers
+ )} +
+
+
+ Active Fixed Deposits
+
+ Total principal: Rs. {(activeFDReport.summary?.total_principal_amount || 0).toLocaleString()} |
+ Expected interest: Rs. {(activeFDReport.summary?.total_expected_interest || 0).toLocaleString()} |
+ Pending payouts: {activeFDReport.summary?.pending_payouts || 0}
+
+
+
+
+
+
+
+
+ {(activeFDReport.data?.length || 0) > 10 && (
+ | FD ID | +Customer | +Principal | +Rate | +Months | +Next Payout | +Status | +
|---|---|---|---|---|---|---|
| {fd.fixed_deposit_id || 'N/A'} | +{fd.customer_name || 'Unknown'} | +Rs. {(fd.principal_amount || 0).toLocaleString()} | +{fd.interest_rate || 0}% | +{fd.plan_months || 0} | +{fd.next_payout_date ? new Date(fd.next_payout_date).toLocaleDateString() : 'N/A'} | +
+ |
+
Showing 10 of {activeFDReport.data?.length || 0} fixed deposits
+ )} +
+
+
+ Monthly Interest Distribution
+
+ Total interest paid: Rs. {(monthlyInterestReport.summary?.total_interest_paid || 0).toLocaleString()} |
+ Accounts with interest: {monthlyInterestReport.summary?.total_accounts_with_interest || 0}
+
+
+
+
+
+
+
+
+
+
+
+
+ | Plan Type | +Month | +Branch | +Accounts | +Total Interest | +Average | +
|---|---|---|---|---|---|
| {item.plan_name || 'N/A'} | +{item.month ? new Date(item.month).toLocaleDateString('default', { year: 'numeric', month: 'short' }) : 'N/A'} | +{item.branch_name || 'N/A'} | +{item.account_count || 0} | +Rs. {(item.total_interest_paid || 0).toLocaleString()} | +Rs. {(item.average_interest_per_account || 0).toLocaleString()} | +
|
+ No interest distribution data found for the selected period.
+ + Try selecting a different year or month. + |
+
No reports loaded yet
+ +
+
+ ) : (
+
+ 
+
+ {children}
+
+ {children}
+
+
+
+
+ );
+}
+
+function CarouselItem({ className, ...props }: React.ComponentProps<"div">) {
+ const { orientation } = useCarousel();
+
+ return (
+
+ );
+}
+
+function CarouselPrevious({
+ className,
+ variant = "outline",
+ size = "icon",
+ ...props
+}: React.ComponentProps
+
+ {children}
+
+
+