fix: restore remaining content dropped by the dev merge (comprehensive audit)

Systematic file-by-file audit of demo-backup against dev to find any
remaining instances of the same silent-drop pattern from the earlier
merge (git's 3-way auto-resolve keeping demo-backup's side wherever it
had independently touched nearby lines, even when dev's side was a
genuine, unrelated addition). Restored:

- clients.module.ts: missing ClientFamilyMemberChildDialogComponent
  registration (component existed but was never wired in)
- client-family-member-dialog: full children-management flow (checkbox,
  form array, child dialog integration, view/edit summary blocks)
- edit-client: FIR-exception flow for inaccessible old mobile numbers,
  and a hardened detectSensitiveFieldChanges() (null-guard, phone-digit
  normalization, dirty-checked comparisons to avoid false-positive
  Verify-Contact-Change prompts)
- shell.component.ts: withdrawal-review URL matcher extended to cover
  the Share Withdrawal Request review route
- fiu.component.html: AML alert status filter and monthly CTR reports
  table UI (backing logic already existed unused in the .ts)
- Shares module: Passbook tab (component existed but had no route or
  tab link), running-balance/resolution columns on the transactions
  tab, subscript-sizing fixes and a pill-style filter-bar redesign on
  Share Holders
- Savings/Share product accounting steps: Payment-Channel-to-Fund-
  Source mapping section, and Share Reference account restructuring
- pending-client-edits: email status badges + "View Email" button
  (dialog component existed but nothing on this list triggered it)

Everything else that still differs from dev was individually verified
as either demo-backup's own independent work (Investment/Loan
Origination/NPA/RBI-OSS modules, the Approval Center tab-nav redesign,
AML/compliance review features, bank-name rebrand in demo seed data)
or purely cosmetic formatting differences — left untouched.

src/app/clients/client-stepper/client-family-members-step/client-family-member-dialog/client-family-member-dialog.component.html

@@ -139,6 +139,21 @@
             <span class="fm-readonly-value">{{ familyMemberForm.get('remarks')?.value }}</span>
           </div>
         }
+        @if (isSpouse && familyMemberForm.get('children')?.value?.length > 0) {
+          <div class="fm-readonly-remarks">
+            <span class="fm-readonly-label">Children</span>
+            <div class="fm-children-list">
+              @for (child of familyMemberForm.get('children')?.value; track $index) {
+                <div class="fm-child-item" style="font-size: 13px; color: #555; margin-top: 4px">
+                  <span>{{ child.fullName }}</span>
+                  @if (child.dateOfBirth) {
+                    <span> · DOB: {{ child.dateOfBirth | date: 'dd MMM yyyy' }}</span>
+                  }
+                </div>
+              }
+            </div>
+          </div>
+        }
       }
 
       <!-- ═══ ADD / EDIT MODE ═══ -->
@@ -447,6 +462,25 @@
           <mat-label>Remarks</mat-label>
           <textarea matInput formControlName="remarks" rows="2"></textarea>
         </mat-form-field>
+
+        <!-- Children Section -->
+        @if (isSpouse) {
+          <div class="fm-section-label" style="margin-top: 16px">Children</div>
+          <div class="fm-checkbox-row" style="display: flex; align-items: center; justify-content: space-between">
+            <mat-checkbox formControlName="hasChildren">Does this family member have a child/children?</mat-checkbox>
+            @if (familyMemberForm.get('hasChildren')?.value) {
+              <button
+                mat-stroked-button
+                type="button"
+                color="primary"
+                (click)="openChildrenDialog()"
+                style="margin-left: 16px"
+              >
+                <mat-icon>edit</mat-icon> Edit Children Details ({{ children.length }})
+              </button>
+            }
+          </div>
+        }
       }
     </form>
   </mat-dialog-content>

src/app/clients/client-stepper/client-family-members-step/client-family-member-dialog/client-family-member-dialog.component.ts

@@ -17,7 +17,7 @@ import {
   MatDialogClose,
   MatDialogContent
 } from '@angular/material/dialog';
-import { UntypedFormGroup, UntypedFormBuilder, Validators } from '@angular/forms';
+import { UntypedFormGroup, UntypedFormBuilder, UntypedFormArray, Validators } from '@angular/forms';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
 import { ClientsService } from 'app/clients/clients.service';
@@ -58,6 +58,8 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
   private dialog = inject(MatDialog);
 
   maxDate = new Date();
+
+  hasChildrenChecked = false;
   familyMemberForm: UntypedFormGroup;
 
   /** Client search */
@@ -197,6 +199,32 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
         // Re-fetch linked client details (profile, signature, KYC status)
         this.fetchLinkedClientData(m.linkedClientId.toString());
       }
+      if (m.children && m.children.length > 0) {
+        this.hasChildrenChecked = true;
+        this.familyMemberForm.patchValue({ hasChildren: true });
+        m.children.forEach((child: any) => {
+          this.children.push(
+            this.formBuilder.group({
+              id: [child.id],
+              fullName: [
+                child.fullName,
+                Validators.required
+              ],
+              genderId: [
+                child.genderId,
+                Validators.required
+              ],
+              dateOfBirth: [child.dateOfBirth ? new Date(child.dateOfBirth) : ''],
+              nationality: [child.nationality || 'INDIAN'],
+              aadhaarNumber: [child.aadhaarNumber || ''],
+              panNumber: [
+                child.panNumber || '',
+                Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
+              ]
+            })
+          );
+        });
+      }
       if (this.isViewMode) {
         this.familyMemberForm.disable();
       }
@@ -225,8 +253,102 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
       isAlive: [true],
       marriageDate: [''],
       marriageAuthority: [''],
-      linkedClientId: ['']
+      linkedClientId: [''],
+      hasChildren: [false],
+      children: this.formBuilder.array([])
     });
+
+    this.familyMemberForm.get('hasChildren')?.valueChanges.subscribe((value) => {
+      if (value && !this.hasChildrenChecked) {
+        this.openChildrenDialog();
+      } else if (!value) {
+        this.hasChildrenChecked = false;
+        this.children.clear();
+      }
+    });
+  }
+
+  get children(): UntypedFormArray {
+    return this.familyMemberForm.get('children') as UntypedFormArray;
+  }
+
+  async openChildrenDialog() {
+    // Dynamically import the dialog to avoid a circular dependency between the two dialogs.
+    const { ClientFamilyMemberChildDialogComponent } =
+      await import('../client-family-member-child-dialog/client-family-member-child-dialog.component');
+
+    const dialogRef = this.dialog.open(ClientFamilyMemberChildDialogComponent, {
+      data: {
+        children: this.children.value,
+        genderIdOptions: this.data.options.genderIdOptions
+      },
+      width: '500px'
+    });
+
+    dialogRef.afterClosed().subscribe((result: any[]) => {
+      if (result) {
+        this.children.clear();
+        result.forEach((child) => {
+          this.children.push(
+            this.formBuilder.group({
+              id: [child.id],
+              fullName: [
+                child.fullName,
+                Validators.required
+              ],
+              genderId: [
+                child.genderId,
+                Validators.required
+              ],
+              dateOfBirth: [child.dateOfBirth],
+              nationality: [child.nationality || 'INDIAN'],
+              aadhaarNumber: [child.aadhaarNumber || ''],
+              panNumber: [
+                child.panNumber || '',
+                Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
+              ]
+            })
+          );
+        });
+        this.hasChildrenChecked = true;
+        this.familyMemberForm.patchValue({ hasChildren: true }, { emitEvent: false });
+      } else if (this.children.length === 0) {
+        this.hasChildrenChecked = false;
+        this.familyMemberForm.patchValue({ hasChildren: false }, { emitEvent: false });
+      }
+    });
+  }
+
+  createChildFormGroup(): UntypedFormGroup {
+    return this.formBuilder.group({
+      id: [''],
+      fullName: [
+        '',
+        Validators.required
+      ],
+      genderId: [
+        '',
+        Validators.required
+      ],
+      dateOfBirth: [''],
+      nationality: ['INDIAN'],
+      aadhaarNumber: [''],
+      panNumber: [
+        '',
+        Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
+      ]
+    });
+  }
+
+  addChild(): void {
+    this.children.push(this.createChildFormGroup());
+  }
+
+  removeChild(index: number): void {
+    this.children.removeAt(index);
+    if (this.children.length === 0) {
+      this.familyMemberForm.patchValue({ hasChildren: false });
+    }
   }
 
   /** Handle marriage certificate file selection */
@@ -481,6 +603,25 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
       member._linkedClient = this.selectedClient;
     }
 
+    // Format children dates
+    if (this.isSpouse && member.children && member.children.length > 0) {
+      member.children = member.children.map((child: any) => {
+        const c = { ...child };
+        if (c.dateOfBirth instanceof Date) {
+          c.dateOfBirth = this.dateUtils.formatDate(c.dateOfBirth, dateFormat);
+        } else if (!c.dateOfBirth) {
+          delete c.dateOfBirth;
+        }
+        if (c.panNumber) {
+          c.panNumber = c.panNumber.toUpperCase();
+        }
+        return c;
+      });
+    } else {
+      delete member.children;
+    }
+    delete member.hasChildren;
+
     // Attach marriage certificate file if present
     if (this.marriageCertFile) {
       member._marriageCertFile = this.marriageCertFile;

src/app/clients/clients.module.ts

@@ -62,6 +62,7 @@ import { ClientFamilyMembersStepComponent } from './client-stepper/client-family
 import { ClientPreviewStepComponent } from './client-stepper/client-preview-step/client-preview-step.component';
 import { ClientAddressStepComponent } from './client-stepper/client-address-step/client-address-step.component';
 import { ClientFamilyMemberDialogComponent } from './client-stepper/client-family-members-step/client-family-member-dialog/client-family-member-dialog.component';
+import { ClientFamilyMemberChildDialogComponent } from './client-stepper/client-family-members-step/client-family-member-child-dialog/client-family-member-child-dialog.component';
 import { CaptureImageDialogComponent } from './clients-view/custom-dialogs/capture-image-dialog/capture-image-dialog.component';
 import { AddClientCollateralComponent } from './clients-view/client-actions/add-client-collateral/add-client-collateral.component';
 import { ClientDatatableStepComponent } from './client-stepper/client-datatable-step/client-datatable-step.component';
@@ -127,6 +128,7 @@ import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.compone
     ClientPreviewStepComponent,
     ClientAddressStepComponent,
     ClientFamilyMemberDialogComponent,
+    ClientFamilyMemberChildDialogComponent,
     CaptureImageDialogComponent,
     AddClientCollateralComponent,
     ClientDatatableStepComponent,

src/app/clients/edit-client/edit-client.component.html

@@ -84,14 +84,70 @@
                   <mat-icon>phone_iphone</mat-icon>
                   <span>Mobile Number</span>
                 </div>
+                <div class="contact-verify-panel__exception-row" style="margin-bottom: 12px">
+                  <mat-checkbox
+                    [checked]="oldMobileNotAccessible"
+                    (change)="onOldMobileNotAccessibleToggle($event.checked)"
+                    color="primary"
+                  >
+                    Old mobile number not accessible (lost / deactivated SIM)
+                  </mat-checkbox>
+                </div>
                 <div class="contact-verify-panel__grid">
-                  <mifosx-client-contact-otp-block
+                  @if (!oldMobileNotAccessible) {
-                    [clientId]="clientId"
+                    <mifosx-client-contact-otp-block
-                    channel="MOBILE"
+                      [clientId]="clientId"
-                    [destination]="contactChanges.oldMobile"
+                      channel="MOBILE"
-                    label="Old Mobile Number"
+                      [destination]="contactChanges.oldMobile"
-                    (stateChange)="onOldMobileOtpState($event)"
+                      label="Old Mobile Number"
-                  ></mifosx-client-contact-otp-block>
+                      (stateChange)="onOldMobileOtpState($event)"
+                    ></mifosx-client-contact-otp-block>
+                  } @else {
+                    <div
+                      class="fir-upload-box"
+                      style="padding: 12px; border: 1px dashed #cbd5e1; border-radius: 8px; background: #f8fafc"
+                    >
+                      <div style="font-weight: 500; font-size: 13px; margin-bottom: 6px; color: #475569">
+                        Upload Police Complaint / FIR Copy for Lost Mobile
+                      </div>
+                      <div style="display: flex; align-items: center; gap: 12px">
+                        <input
+                          type="file"
+                          (change)="onFirFileSelected($event)"
+                          accept=".pdf,.jpg,.jpeg,.png"
+                          #firFileInput
+                          hidden
+                        />
+                        <button
+                          mat-stroked-button
+                          type="button"
+                          (click)="firFileInput.click()"
+                          [disabled]="uploadingFir"
+                        >
+                          <mat-icon>upload_file</mat-icon>
+                          {{ firFileName ? firFileName : 'Select FIR Document' }}
+                        </button>
+                        @if (uploadingFir) {
+                          <mat-progress-spinner mode="indeterminate" diameter="20"></mat-progress-spinner>
+                        }
+                        @if (firDocumentId && !uploadingFir) {
+                          <span
+                            style="
+                              color: #16a34a;
+                              font-size: 12px;
+                              font-weight: 500;
+                              display: flex;
+                              align-items: center;
+                              gap: 4px;
+                            "
+                          >
+                            <mat-icon style="font-size: 16px; width: 16px; height: 16px">check_circle</mat-icon> FIR
+                            Uploaded Successfully
+                          </span>
+                        }
+                      </div>
+                    </div>
+                  }
                   <mifosx-client-contact-otp-block
                     [clientId]="clientId"
                     channel="MOBILE"

src/app/clients/edit-client/edit-client.component.ts

@@ -33,6 +33,7 @@ import { ContactOtpBlockComponent, ContactOtpState } from './contact-otp-block/c
 
 import { MatTabsModule } from '@angular/material/tabs';
 import { MatIconModule } from '@angular/material/icon';
+import { MatCheckboxModule } from '@angular/material/checkbox';
 import { MatDivider } from '@angular/material/divider';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { MatProgressSpinner } from '@angular/material/progress-spinner';
@@ -51,6 +52,7 @@ import { ORIGINAL_VALUES_PAYLOAD_KEY, buildOriginalValuesSnapshot } from '../sha
     ...STANDALONE_SHARED_IMPORTS,
     MatTabsModule,
     MatIconModule,
+    MatCheckboxModule,
     MatDivider,
     FaIconComponent,
     MatProgressSpinner,
@@ -108,6 +110,13 @@ export class EditClientComponent {
   newMobileOtpId: number | null = null;
   oldMobileVerified = false;
   newMobileVerified = false;
+
+  // FIR exception flow properties for inaccessible old mobile number
+  oldMobileNotAccessible = false;
+  firFileName = '';
+  firDocumentId: number | null = null;
+  uploadingFir = false;
+
   oldEmailOtpId: number | null = null;
   newEmailOtpId: number | null = null;
   oldEmailVerified = false;
@@ -215,11 +224,15 @@ export class EditClientComponent {
     return this.detectSensitiveFieldChanges(this.clientDataAndTemplate);
   }
 
-  /** Whether every OTP block required by the fields that actually changed has been verified. */
+  /** Whether every OTP block required by the fields that actually changed has been verified
+   *  (or the FIR exception has been uploaded in place of old-mobile OTP verification). */
   get contactVerificationComplete(): boolean {
     const changes = this.contactChanges;
-    if (changes.mobileChanged && !(this.oldMobileVerified && this.newMobileVerified)) {
+    if (changes.mobileChanged) {
-      return false;
+      const isOldSatisfied = this.oldMobileNotAccessible ? this.firDocumentId != null : this.oldMobileVerified;
+      if (!isOldSatisfied || !this.newMobileVerified) {
+        return false;
+      }
     }
     if (changes.emailChanged && !(this.oldEmailVerified && this.newEmailVerified)) {
       return false;
@@ -227,6 +240,43 @@ export class EditClientComponent {
     return true;
   }
 
+  /** Toggle the "old mobile not accessible" exception — clears any in-progress old-mobile OTP. */
+  onOldMobileNotAccessibleToggle(checked?: boolean): void {
+    if (checked !== undefined) {
+      this.oldMobileNotAccessible = checked;
+    }
+    if (this.oldMobileNotAccessible) {
+      this.oldMobileOtpId = null;
+      this.oldMobileVerified = false;
+    }
+  }
+
+  /** Upload the FIR / police-complaint copy that substitutes for old-mobile OTP verification. */
+  onFirFileSelected(event: any): void {
+    const file: File = event.target?.files?.[0];
+    if (!file) return;
+    this.firFileName = file.name;
+    this.uploadingFir = true;
+
+    const formData = new FormData();
+    formData.append('file', file);
+    formData.append('name', 'FIR - Lost Mobile Number');
+    formData.append('description', 'FIR police complaint copy for lost mobile number verification exception');
+
+    this.clientsService.uploadClientDocument(this.clientId, formData).subscribe({
+      next: (res: any) => {
+        this.uploadingFir = false;
+        this.firDocumentId = res?.resourceId || res?.id || null;
+        this.snackBar.open('FIR document uploaded successfully', 'Close', { duration: 3000 });
+      },
+      error: () => {
+        this.uploadingFir = false;
+        this.firDocumentId = null;
+        this.snackBar.open('Failed to upload FIR document', 'Close', { duration: 4000 });
+      }
+    });
+  }
+
   onOldMobileOtpState(state: ContactOtpState): void {
     this.oldMobileOtpId = state.otpId;
     this.oldMobileVerified = state.verified;
@@ -254,6 +304,10 @@ export class EditClientComponent {
     this.newMobileOtpId = null;
     this.oldMobileVerified = false;
     this.newMobileVerified = false;
+    this.oldMobileNotAccessible = false;
+    this.firFileName = '';
+    this.firDocumentId = null;
+    this.uploadingFir = false;
     this.oldEmailOtpId = null;
     this.newEmailOtpId = null;
     this.oldEmailVerified = false;
@@ -439,7 +493,11 @@ export class EditClientComponent {
       // email's when BOTH changed in the same save. See the class-level JSDoc above the OTP
       // state fields for the full naming rationale.
       if (changedFields.mobileChanged) {
-        clientData.mobileOldOtpId = this.oldMobileOtpId;
+        if (this.oldMobileNotAccessible && this.firDocumentId) {
+          (clientData as any).oldMobileVerificationExceptionDocumentId = this.firDocumentId;
+        } else {
+          clientData.mobileOldOtpId = this.oldMobileOtpId;
+        }
         clientData.mobileNewOtpId = this.newMobileOtpId;
       }
       if (changedFields.emailChanged) {
@@ -630,16 +688,36 @@ export class EditClientComponent {
 
   private detectSensitiveFieldChanges(originalData: any) {
     const form = this.clientGeneralForm;
+    if (!form || !originalData) {
+      return {
+        nameChanged: false,
+        mobileChanged: false,
+        emailChanged: false,
+        dobChanged: false,
+        oldName: '',
+        newName: '',
+        oldMobile: '',
+        newMobile: '',
+        oldEmail: '',
+        newEmail: '',
+        oldDob: '',
+        newDob: ''
+      };
+    }
+
+    const mobileControl = form.get('mobileNo');
+    const emailControl = form.get('emailAddress');
+
     // Trimmed so browser autofill adding invisible leading/trailing whitespace never reads as
     // a "change" — the masked preview shown in the Verify Contact Change panel only reveals the
     // first couple of characters, so a whitespace-only difference is otherwise invisible to the
     // user and just looks like the panel appeared for no reason. These trimmed-but-original-case
     // values are what get returned/sent as the actual OTP destination and saved value — only the
-    // *comparison* (below) is further case-normalized for email, so we never silently rewrite the
+    // *comparison* (below) is further normalized for mobile/email, so we never silently rewrite the
-    // customer's email casing into the saved record or the OTP destination.
+    // customer's saved value or the OTP destination.
-    const newMobile = (form?.get('mobileNo')?.value || '').trim();
+    const newMobile = (mobileControl?.value || '').toString().trim();
-    const newEmail = (form?.get('emailAddress')?.value || '').trim();
+    const newEmail = (emailControl?.value || '').toString().trim();
-    const newDobRaw = form?.get('dateOfBirth')?.value;
+    const newDobRaw = form.get('dateOfBirth')?.value;
     // Local calendar date, NOT `.toISOString()` — that converts to UTC first, which silently
     // shifts the date by a day in any positive-UTC-offset timezone (e.g. India, UTC+5:30:
     // midnight local on the 15th becomes 18:30 UTC on the 14th). That made this comparison
@@ -647,8 +725,8 @@ export class EditClientComponent {
     // touched the date field, purely because the Date object round-tripped through the picker.
     const newDob = newDobRaw instanceof Date ? this.toLocalDateString(newDobRaw) : newDobRaw || '';
 
-    const oldMobile = (originalData.mobileNo || '').trim();
+    const oldMobile = (originalData.mobileNo || '').toString().trim();
-    const oldEmail = (originalData.emailAddress || '').trim();
+    const oldEmail = (originalData.emailAddress || '').toString().trim();
     const oldDobRaw = originalData.dateOfBirth;
     const oldDob = Array.isArray(oldDobRaw)
       ? `${oldDobRaw[0]}-${String(oldDobRaw[1]).padStart(2, '0')}-${String(oldDobRaw[2]).padStart(2, '0')}`
@@ -681,12 +759,25 @@ export class EditClientComponent {
       fullname: originalData.fullname || ''
     });
 
+    // Normalize phone numbers by stripping non-digit characters (+91 9009009009 -> 9009009009)
+    const normPhone = (val: string) => val.replace(/\D/g, '');
+    const newMobileNorm = normPhone(newMobile);
+    const oldMobileNorm = normPhone(oldMobile);
+
+    // Mobile/Email are considered changed ONLY when the control has been edited (dirty) AND
+    // normalized values differ — otherwise a re-render/reformat of the control by the framework
+    // (never actually touched by the user) would falsely surface the dual-OTP verification panel.
+    const mobileChanged =
+      !!oldMobileNorm && !!newMobileNorm && !!mobileControl?.dirty && newMobileNorm !== oldMobileNorm;
+    // Case-insensitive: emails are not case-sensitive in practice, and comparing raw case
+    // would flag a change (surfacing the dual-OTP panel) even when nothing meaningful changed.
+    const emailChanged =
+      !!oldEmail && !!newEmail && !!emailControl?.dirty && newEmail.toLowerCase() !== oldEmail.toLowerCase();
+
     return {
       nameChanged: newName !== oldName,
-      mobileChanged: newMobile !== oldMobile,
+      mobileChanged,
-      // Case-insensitive: emails are not case-sensitive in practice, and comparing raw case
+      emailChanged,
-      // would flag a change (surfacing the dual-OTP panel) even when nothing meaningful changed.
-      emailChanged: newEmail.toLowerCase() !== oldEmail.toLowerCase(),
       dobChanged: newDob !== oldDob,
       oldName,
       newName,

src/app/core/shell/shell.component.ts

@@ -188,9 +188,9 @@ export class ShellComponent implements OnInit, OnDestroy {
     return this.router.url;
   }
 
-  /** True on the manager's full-screen withdrawal-request review screen. */
+  /** True on the manager's full-screen withdrawal-request (cash or share) review screen. */
   get isWithdrawalReviewUrl(): boolean {
-    return /\/checker-inbox-and-tasks\/withdrawal-requests\/\d+\/review/.test(this.router.url);
+    return /\/checker-inbox-and-tasks\/(share-)?withdrawal-requests\/\d+\/review/.test(this.router.url);
   }
 
   /** ESC key — exit fullscreen at Clerk Dashboard / Election / review screen, restoring full shell header. */

src/app/fiu/fiu.component.html

@@ -295,6 +295,53 @@
           </div>
         </div>
       </div>
+
+      <!-- LIVE: monthly CTR reports (mechanical, threshold-based) -->
+      <div class="fiu-form-meta">
+        <div class="fiu-form-title">
+          <h3>Monthly CTR Reports</h3>
+          <p>
+            Threshold: <strong>&#8377;{{ bank.cashThreshold | number }}</strong> per single txn / connected aggregate
+            per month
+          </p>
+        </div>
+        <div class="fiu-action-group">
+          <input class="fiu-inp" type="month" [(ngModel)]="ctrGenerateMonth" />
+          <button class="fiu-btn fiu-btn-g" *mifosxHasPermission="'REVIEW_AML_ALERT'" (click)="generateCtrReport()">
+            Generate
+          </button>
+        </div>
+      </div>
+      <div class="fiu-tbl-wrap">
+        <table class="fiu-tbl">
+          <thead>
+            <tr>
+              <th>Month</th>
+              <th>Generated On</th>
+              <th class="ta-c">Records</th>
+              <th>Status</th>
+              <th>Submitted On</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (r of amlCtrReports; track r.id) {
+              <tr>
+                <td>{{ r.reportMonth }}</td>
+                <td>{{ r.generatedOn | date: 'medium' }}</td>
+                <td class="ta-c">{{ r.recordCount }}</td>
+                <td>
+                  <span [class]="amlStatusClass(r.status)">{{ r.status }}</span>
+                </td>
+                <td>{{ r.submittedOn ? (r.submittedOn | date: 'medium') : '—' }}</td>
+              </tr>
+            } @empty {
+              <tr>
+                <td colspan="5" class="fiu-empty">No CTR reports generated yet.</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
     </div>
   }
 
@@ -307,6 +354,13 @@
           <h3>Live AML Alerts (Awaiting Triage)</h3>
           <p>Flagged by the monitoring engine for suspicious behavioral patterns — triage and whitelist or escalate</p>
         </div>
+        <select class="fiu-inp" [(ngModel)]="amlAlertStatusFilter" (ngModelChange)="loadAmlAlerts()">
+          <option value="">All statuses</option>
+          <option value="RAISED">Raised</option>
+          <option value="UNDER_REVIEW">Under Review</option>
+          <option value="WHITELISTED">Whitelisted</option>
+          <option value="ESCALATED">Escalated</option>
+        </select>
       </div>
       <div class="fiu-tbl-wrap">
         <table class="fiu-tbl">

src/app/products/saving-products/saving-product-stepper/saving-product-accounting-step/saving-product-accounting-step.component.html

@@ -115,6 +115,51 @@
             </div>
           </div>
         }
+
+        <div class="spa-group">
+          <div class="spa-group__header">
+            <h4>Map Payment Types to Specific Funds</h4>
+            <button type="button" class="spa-add-btn" (click)="addPaymentFundSourceMapping()">+ Add</button>
+          </div>
+          <div class="spa-list" [formArrayName]="'paymentChannelToFundSourceMappings'">
+            @for (row of paymentChannelToFundSourceMappings.controls; track $index; let i = $index) {
+              <div class="spa-other-row-wrap">
+                <div class="spa-row spa-row--other" [formGroupName]="i">
+                  <div class="spa-row__meta spa-row__meta--other">
+                    <mat-form-field class="spa-row__other-field" appearance="outline" subscriptSizing="dynamic">
+                      <mat-label>Payment Type</mat-label>
+                      <mat-select formControlName="paymentTypeId">
+                        @for (paymentType of paymentTypeOptions; track paymentType.id) {
+                          <mat-option [value]="paymentType.id">{{ paymentType.name }}</mat-option>
+                        }
+                      </mat-select>
+                    </mat-form-field>
+                  </div>
+
+                  <div class="spa-row__actions spa-row__actions--other">
+                    <mat-form-field class="spa-row__other-field" appearance="outline" subscriptSizing="dynamic">
+                      <mat-label>Fund Source</mat-label>
+                      <mat-select formControlName="fundSourceAccountId">
+                        @for (glAccount of fundSourceAccountOptions; track glAccount.id) {
+                          <mat-option [value]="glAccount.id">
+                            {{ '(' + glAccount.glCode + ') ' + glAccount.name }}
+                          </mat-option>
+                        }
+                      </mat-select>
+                    </mat-form-field>
+                  </div>
+                </div>
+                <button
+                  type="button"
+                  class="spa-remove-btn spa-remove-btn--side"
+                  (click)="removePaymentFundSourceMapping(i)"
+                >
+                  <i class="fas fa-times"></i>
+                </button>
+              </div>
+            }
+          </div>
+        </div>
       }
     </div>
   </div>

src/app/products/saving-products/saving-product-stepper/saving-product-accounting-step/saving-product-accounting-step.component.ts

@@ -50,6 +50,11 @@ type OtherGlMappingValue = {
   glAccountId: number | null;
 };
 
+type PaymentFundSourceValue = {
+  paymentTypeId: number | null;
+  fundSourceAccountId: number | null;
+};
+
 @Component({
   selector: 'mifosx-saving-product-accounting-step',
   templateUrl: './saving-product-accounting-step.component.html',
@@ -78,6 +83,11 @@ export class SavingProductAccountingStepComponent implements OnInit {
   expenseAccountOptions: GLAccount[] = [];
   incomeAccountOptions: GLAccount[] = [];
   assetAccountOptions: GLAccount[] = [];
+  paymentTypeOptions: any[] = [];
+  /** A payment-type Fund Source override can legitimately be a suspense/clearing Liability account
+   *  (e.g. an existing "Sundry" account bridging to another module) rather than only a cash-like
+   *  Asset account, so this field accepts either. */
+  fundSourceAccountOptions: GLAccount[] = [];
   accountingSectionConfigs: AccountingSectionConfig[] = [];
 
   constructor() {
@@ -98,6 +108,8 @@ export class SavingProductAccountingStepComponent implements OnInit {
     this.liabilityAccountOptions = accountingMappingOptions.liabilityAccountOptions || [];
     this.expenseAccountOptions = accountingMappingOptions.expenseAccountOptions || [];
     this.incomeAccountOptions = accountingMappingOptions.incomeAccountOptions || [];
+    this.paymentTypeOptions = this.savingProductsTemplate?.paymentTypeOptions || [];
+    this.fundSourceAccountOptions = this.assetAccountOptions.concat(this.liabilityAccountOptions);
     this.buildAccountingSectionConfigs();
     this.savingProductAccountingForm.patchValue({
       accountingRule: accountingRuleId
@@ -105,6 +117,7 @@ export class SavingProductAccountingStepComponent implements OnInit {
 
     this.syncAccountingControls(accountingRuleId);
     this.patchAccountingValues(mappings);
+    this.patchPaymentFundSourceMappings(this.savingProductsTemplate?.paymentChannelToFundSourceMappings || []);
     this.setOverdraftControl();
     this.setDormancyControl();
   }
@@ -115,10 +128,48 @@ export class SavingProductAccountingStepComponent implements OnInit {
       assetsOtherGlMappings: this.formBuilder.array([]),
       liabilitiesOtherGlMappings: this.formBuilder.array([]),
       expensesOtherGlMappings: this.formBuilder.array([]),
-      incomeOtherGlMappings: this.formBuilder.array([])
+      incomeOtherGlMappings: this.formBuilder.array([]),
+      paymentChannelToFundSourceMappings: this.formBuilder.array([])
     });
   }
 
+  get paymentChannelToFundSourceMappings(): UntypedFormArray {
+    return this.savingProductAccountingForm.get('paymentChannelToFundSourceMappings') as UntypedFormArray;
+  }
+
+  private createPaymentFundSourceGroup(value: Partial<PaymentFundSourceValue> = {}) {
+    return this.formBuilder.group({
+      paymentTypeId: [
+        value.paymentTypeId ?? this.paymentTypeOptions[0]?.id ?? null,
+        Validators.required
+      ],
+      fundSourceAccountId: [
+        value.fundSourceAccountId ?? this.fundSourceAccountOptions[0]?.id ?? null,
+        Validators.required
+      ]
+    });
+  }
+
+  private patchPaymentFundSourceMappings(mappings: any[]): void {
+    this.paymentChannelToFundSourceMappings.clear();
+    (mappings || []).forEach((mapping) => {
+      this.paymentChannelToFundSourceMappings.push(
+        this.createPaymentFundSourceGroup({
+          paymentTypeId: mapping.paymentType?.id,
+          fundSourceAccountId: mapping.fundSourceAccount?.id
+        })
+      );
+    });
+  }
+
+  addPaymentFundSourceMapping(): void {
+    this.paymentChannelToFundSourceMappings.push(this.createPaymentFundSourceGroup());
+  }
+
+  removePaymentFundSourceMapping(index: number): void {
+    this.paymentChannelToFundSourceMappings.removeAt(index);
+  }
+
   private setConditionalControls() {
     this.savingProductAccountingForm.get('accountingRule')?.valueChanges.subscribe((accountingRule: number) => {
       this.syncAccountingControls(accountingRule);

src/app/products/share-products/share-product-stepper/share-product-accounting-step/share-product-accounting-step.component.ts

@@ -74,6 +74,12 @@ export class ShareProductAccountingStepComponent implements OnInit {
   liabilityAccountData: GLAccount[] = [];
   incomeAccountData: GLAccount[] = [];
   equityAccountData: GLAccount[] = [];
+  /** "Share Reference" is where a redemption's credit side lands pending settlement — some banks
+   *  model that as a receivable-like Asset (e.g. "Cash Vault", this field's original default),
+   *  others as a payable-like Liability suspense account (e.g. an existing "Sundry" account
+   *  already used elsewhere as Shares Suspense). Both are valid conventions, so this field accepts
+   *  either instead of Asset-only. */
+  referenceAccountData: GLAccount[] = [];
 
   constructor() {
     this.createShareProductAccountingForm();
@@ -85,6 +91,7 @@ export class ShareProductAccountingStepComponent implements OnInit {
     this.liabilityAccountData = opts.liabilityAccountOptions || [];
     this.incomeAccountData = opts.incomeAccountOptions || [];
     this.equityAccountData = opts.equityAccountOptions || [];
+    this.referenceAccountData = this.assetAccountData.concat(this.liabilityAccountData);
 
     this.buildAccountingSectionConfigs();
 
@@ -135,10 +142,10 @@ export class ShareProductAccountingStepComponent implements OnInit {
         rows: [
           {
             key: 'shareReferenceId',
-            label: 'Share Reference (Cash Vault)',
+            label: 'Share Reference (Cash Vault or Suspense)',
             inputLabel: 'Share reference',
             controlName: 'shareReferenceId',
-            options: this.assetAccountData,
+            options: this.referenceAccountData,
             required: true
           }
         ],

src/app/shares/share-holders/share-holders.component.html

@@ -20,11 +20,11 @@
     </div>
 
     <div class="table-filters">
-      <mat-form-field class="table-search" appearance="outline">
+      <mat-form-field class="table-search" appearance="outline" subscriptSizing="dynamic">
         <input matInput placeholder="Search by client name or account number" [formControl]="searchControl" />
       </mat-form-field>
 
-      <mat-form-field class="table-filter" appearance="outline">
+      <mat-form-field class="table-filter" appearance="outline" subscriptSizing="dynamic">
         <mat-select [(value)]="branchFilter" (selectionChange)="applyFilters()" placeholder="Branch">
           <mat-option value="">All Branches</mat-option>
           <mat-option *ngFor="let office of offices" [value]="office.id">
@@ -33,7 +33,7 @@
         </mat-select>
       </mat-form-field>
 
-      <mat-form-field class="table-filter" appearance="outline">
+      <mat-form-field class="table-filter" appearance="outline" subscriptSizing="dynamic">
         <mat-select [(value)]="productFilter" (selectionChange)="applyFilters()" placeholder="Share Product">
           <mat-option value="">All Products</mat-option>
           <mat-option *ngFor="let product of products" [value]="product.id">
@@ -42,7 +42,7 @@
         </mat-select>
       </mat-form-field>
 
-      <mat-form-field class="table-filter" appearance="outline">
+      <mat-form-field class="table-filter" appearance="outline" subscriptSizing="dynamic">
         <mat-select [(value)]="statusFilter" (selectionChange)="applyFilters()" placeholder="Status">
           <mat-option value="">All Status</mat-option>
           <mat-option value="active">Active</mat-option>
@@ -53,7 +53,7 @@
         </mat-select>
       </mat-form-field>
 
-      <mat-form-field class="table-filter" appearance="outline" (click)="picker.open()">
+      <mat-form-field class="table-filter" appearance="outline" subscriptSizing="dynamic" (click)="picker.open()">
         <mat-date-range-input [formGroup]="dateRangeForm" [rangePicker]="picker">
           <input matStartDate formControlName="start" placeholder="Start date" (dateChange)="applyFilters()" />
           <input matEndDate formControlName="end" placeholder="End date" (dateChange)="applyFilters()" />

src/app/shares/share-holders/share-holders.component.scss

@@ -5,37 +5,43 @@
  * 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/.
  */
+
+:host {
+  display: block;
+  width: 100%;
+}
+
 .container {
-  margin: 1.5rem;
+  margin: 1.5rem auto;
-  padding: 0;
+  max-width: 1400px;
-  border-radius: var(--radius-xl);
+  padding: 20px 24px;
-  background: var(--bg-card);
+  border-radius: 16px;
-  box-shadow: var(--shadow-sm);
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  box-shadow: 0 1px 3px rgb(0 0 0 / 4%);
+  box-sizing: border-box;
 }
 
 .table-header {
-  padding: 1.5rem;
+  margin-bottom: 20px;
-  border-bottom: 1px solid var(--border-light);
 
   .table-header-row {
     display: flex;
     justify-content: space-between;
     align-items: center;
-    margin-bottom: 1.5rem;
+    margin-bottom: 16px;
-    flex-wrap: wrap;
-    gap: 1rem;
   }
 
   .table-title-group {
     display: flex;
     align-items: center;
-    gap: 1rem;
+    gap: 12px;
 
     .table-title {
       margin: 0;
       font-size: 1.25rem;
       font-weight: 600;
-      color: var(--text-main);
+      color: #0f172a;
       display: flex;
       align-items: center;
       gap: 0.75rem;
@@ -45,22 +51,19 @@
         width: 24px;
         height: 24px;
         position: relative;
-        display: flex;
+        display: grid;
-        flex-wrap: wrap;
+        grid-template-columns: 1fr 1fr;
         gap: 2px;
         padding: 2px;
-        background: var(--bg-hover);
+        background: #f1f5f9;
         border-radius: 6px;
 
         span {
-          width: 8px;
-          height: 8px;
           border-radius: 2px;
-          background: var(--primary-main);
+          background: #1353a0;
-          opacity: 0.8;
 
           &:nth-child(2) {
-            opacity: 0.6;
+            opacity: 0.7;
           }
 
           &:nth-child(3) {
@@ -75,53 +78,156 @@
     }
 
     .table-count {
-      padding: 0.25rem 0.75rem;
+      padding: 0.2rem 0.65rem;
-      background: var(--bg-hover);
+      background: #f1f5f9;
-      color: var(--text-muted);
+      color: #64748b;
-      border-radius: var(--radius-full);
+      border-radius: 12px;
       font-size: 0.75rem;
       font-weight: 500;
-      letter-spacing: 0.02em;
+      font-family: 'Roboto Mono', monospace;
     }
   }
 
+  /* Pill-styled filter bar */
   .table-filters {
     display: flex;
-    gap: 1rem;
     align-items: center;
+    gap: 10px;
     flex-wrap: wrap;
+    padding: 8px 12px;
+    background: #f8fafc;
+    border: 1px solid #e2e8f0;
+    border-radius: 12px;
 
-    mat-form-field {
+    .table-search {
-      width: 240px;
+      flex: 1 1 200px;
-      margin-bottom: -1.25em;
+      min-width: 180px;
+      max-width: 280px;
+      margin: 0;
+    }
+
+    .table-filter {
+      flex: 0 1 150px;
+      min-width: 130px;
+      max-width: 170px;
+      margin: 0;
+    }
+
+    /* Override Material Form Field Heights & Subscript Spacing */
+    ::ng-deep {
+      .mat-mdc-form-field {
+        margin: 0;
+      }
+
+      .mat-mdc-form-field-subscript-wrapper {
+        display: none !important;
+        height: 0 !important;
+      }
+
+      .mat-mdc-form-field-flex {
+        height: 38px !important;
+        background: #fff !important;
+        align-items: center;
+      }
+
+      .mat-mdc-form-field-infix {
+        padding: 6px 0 !important;
+        min-height: 38px !important;
+      }
+
+      .mdc-notched-outline__leading {
+        border-radius: 8px 0 0 8px !important;
+      }
+
+      .mdc-notched-outline__trailing {
+        border-radius: 0 8px 8px 0 !important;
+      }
+
+      .mat-mdc-select-value,
+      .mat-mdc-select-placeholder,
+      input {
+        font-size: 13px !important;
+      }
+    }
+
+    [mat-icon-button] {
+      color: #64748b;
+      width: 36px;
+      height: 36px;
+
+      &:hover {
+        color: #0f172a;
+        background: #e2e8f0;
+      }
     }
   }
 }
 
 .table-container {
-  position: relative;
+  border: 1px solid #e2e8f0;
-  overflow: auto;
+  border-radius: 12px;
-  border-radius: 0 0 var(--radius-xl) var(--radius-xl);
+  overflow: hidden;
+  background: #fff;
 
   .table-loader {
-    position: absolute;
+    height: 2px;
-    top: 0;
-    left: 0;
-    right: 0;
-    z-index: 10;
   }
 }
 
 .modern-table {
   width: 100%;
-  background: transparent;
+  border-collapse: separate;
+  border-spacing: 0;
 
-  tr.mat-row {
+  ::ng-deep {
-    cursor: pointer;
+    .mat-mdc-header-row {
-    transition: background-color 0.2s ease;
+      background: #f8fafc;
+      min-height: 38px;
+      height: 38px;
+    }
 
-    &:hover {
+    .mat-mdc-header-cell {
-      background-color: var(--bg-hover);
+      font-size: 11px;
+      font-weight: 700;
+      text-transform: uppercase;
+      letter-spacing: 0.05em;
+      color: #64748b;
+      border-bottom: 1px solid #e2e8f0;
+      padding: 0 16px;
+      white-space: nowrap;
+    }
+
+    .mat-mdc-row {
+      min-height: 42px;
+      height: 42px;
+      border-bottom: 1px solid #f1f5f9;
+      transition: background-color 0.15s ease;
+      cursor: pointer;
+
+      &:last-child {
+        border-bottom: none;
+      }
+
+      &:nth-child(even) {
+        background: #fafbfc;
+      }
+
+      &:hover {
+        background-color: #f1f5f9 !important;
+      }
+    }
+
+    .mat-mdc-cell {
+      font-size: 13px;
+      font-weight: 400;
+      color: #0f172a;
+      padding: 0 16px;
+      white-space: nowrap;
     }
   }
 }
+
+mat-paginator {
+  border-top: 1px solid #e2e8f0;
+  background: #fff;
+}

src/app/shares/shares-account-view/shares-account-view.component.html

@@ -152,6 +152,16 @@
       >
         {{ 'labels.inputs.Transactions' | translate }}
       </a>
+      <a
+        mat-tab-link
+        [routerLink]="['./passbook']"
+        routerLinkActive
+        #passbook="routerLinkActive"
+        [active]="passbook.isActive"
+        *mifosxHasPermission="'READ_SHAREACCOUNTPURCHASE'"
+      >
+        Passbook
+      </a>
       <a
         mat-tab-link
         [routerLink]="['./charges']"

src/app/shares/shares-account-view/shares-buttons.config.ts

@@ -50,12 +50,10 @@ export class SharesButtonsConfiguration {
             name: 'Reject Additional Shares',
             icon: 'arrow-left',
             taskPermissionName: 'REJECTADDITIONAL_SHAREACCOUNT'
-          },
-          {
-            name: 'Redeem Shares',
-            icon: 'arrow-left',
-            taskPermissionName: 'WITHDRAW_SAVINGSACCOUNT'
           }
+          // 'Redeem Shares' is intentionally not offered here — a share withdrawal must go
+          // through the Clerk Dashboard maker-checker flow (Clerk Dashboard > My Share Requests),
+          // never a direct one-step action from this view.
         ];
         break;
       case 'Submitted and pending approval':

src/app/shares/shares-account-view/transactions-tab/transactions-tab.component.html

@@ -54,6 +54,25 @@
         </td>
       </ng-container>
 
+      <ng-container matColumnDef="runningBalance">
+        <th mat-header-cell *matHeaderCellDef>Share Balance</th>
+        <td mat-cell *matCellDef="let transaction">{{ transaction.runningBalance }}</td>
+      </ng-container>
+
+      <ng-container matColumnDef="resolutionMeeting">
+        <th mat-header-cell *matHeaderCellDef>Resolution No. / Meeting Date</th>
+        <td mat-cell *matCellDef="let transaction">
+          @if (transaction.type.value === 'Redeem') {
+            {{ transaction.resolutionNumber || '—' }}
+            @if (transaction.meetingDate) {
+              ({{ transaction.meetingDate | dateFormat }})
+            }
+          } @else {
+            —
+          }
+        </td>
+      </ng-container>
+
       <tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
       <tr mat-row *matRowDef="let row; columns: displayedColumns"></tr>
     </table>

src/app/shares/shares-account-view/transactions-tab/transactions-tab.component.ts

@@ -56,14 +56,18 @@ export class TransactionsTabComponent implements OnInit {
   transactionsData: any;
   /** Data source for transactions table. */
   dataSource: MatTableDataSource<any>;
-  /** Columns to be displayed in transactions table. */
+  /** Columns to be displayed in transactions table — a share account's passbook: every
+   *  purchase/redeem entry plus the running share balance and, for a withdrawal, the Board
+   *  Resolution Number / Date of Meeting that authorised it. */
   displayedColumns: string[] = [
     'transactionDate',
     'transactionType',
     'totalShares',
     'purchasedOrRedeemedPrice',
     'chargeAmount',
-    'amountRecievedOrReturned'
+    'amountRecievedOrReturned',
+    'runningBalance',
+    'resolutionMeeting'
   ];
 
   /**
@@ -73,9 +77,19 @@ export class TransactionsTabComponent implements OnInit {
   constructor() {
     this.route.parent.data.subscribe((data: { sharesAccountData: any }) => {
       this.shareAccountData = data.sharesAccountData;
-      this.transactionsData = this.shareAccountData.purchasedShares.filter(
+      this.transactionsData = this.shareAccountData.purchasedShares
-        (transaction: any) => transaction.type.value !== 'Charge Payment'
+        .filter((transaction: any) => transaction.type.value !== 'Charge Payment')
-      );
+        .slice()
+        .sort((a: any, b: any) => new Date(a.purchasedDate).getTime() - new Date(b.purchasedDate).getTime());
+
+      let runningBalance = 0;
+      this.transactionsData.forEach((transaction: any) => {
+        const shares = Number(transaction.numberOfShares) || 0;
+        runningBalance += transaction.type.value === 'Redeem' ? -shares : shares;
+        transaction.runningBalance = runningBalance;
+      });
+      // Passbook reads newest-first.
+      this.transactionsData.reverse();
     });
   }
 

src/app/shares/shares-routing.module.ts

@@ -26,6 +26,7 @@ import { ShareAccountActionsResolver } from './common-resolvers/share-account-ac
 import { SharesAccountTemplateResolver } from './common-resolvers/shares-account-template.resolver';
 import { SharesAccountAndTemplateResolver } from './common-resolvers/share-account-and-template.resolver';
 import { GeneralTabComponent } from './shares-account-view/general-tab/general-tab.component';
+import { SharesPassbookTabComponent } from './shares-account-view/passbook-tab/passbook-tab.component';
 
 /** Shares Routes */
 const routes: Routes = [
@@ -75,6 +76,11 @@ const routes: Routes = [
                 component: TransactionsTabComponent,
                 data: { title: 'Shares Account Transactions', breadcrumb: 'Transactions', routeParamBreadcrumb: false }
               },
+              {
+                path: 'passbook',
+                component: SharesPassbookTabComponent,
+                data: { title: 'Shares Account Passbook', breadcrumb: 'Passbook', routeParamBreadcrumb: false }
+              },
               {
                 path: 'charges',
                 component: ChargesTabComponent,

src/app/tasks/checker-inbox-and-tasks-tabs/pending-client-edits/pending-client-edits.component.html

@@ -126,6 +126,29 @@
         <ng-container matColumnDef="actions">
           <th mat-header-cell *matHeaderCellDef>Actions</th>
           <td mat-cell *matCellDef="let edit">
+            <!-- ── Email status badges (compact, always visible) ── -->
+            <span
+              class="pce-email-badge"
+              [class.pce-email-badge--sent]="edit.emailSent"
+              [class.pce-email-badge--nosent]="!edit.emailSent"
+              [title]="edit.emailSent ? 'Email sent on ' + formatDate(edit.emailSentAt) : 'No confirmation email sent'"
+            >
+              <fa-icon icon="envelope"></fa-icon>
+              {{ edit.emailSent ? 'Sent' : 'Not Sent' }}
+            </span>
+            @if (edit.emailSent) {
+              <span
+                class="pce-email-badge"
+                [class.pce-email-badge--seen]="edit.emailOpenedAt"
+                [class.pce-email-badge--notseen]="!edit.emailOpenedAt"
+                [title]="edit.emailOpenedAt ? 'Opened on ' + formatDate(edit.emailOpenedAt) : 'Not yet opened'"
+              >
+                <fa-icon [icon]="edit.emailOpenedAt ? 'eye' : 'eye-slash'"></fa-icon>
+                {{ edit.emailOpenedAt ? 'Seen' : 'Not Seen' }}
+              </span>
+            }
+
+            <!-- ── Action buttons ── -->
             <button mat-stroked-button class="pce-btn pce-btn-view" (click)="viewCompare(edit)">
               <fa-icon icon="eye" class="m-r-10"></fa-icon>Compare
             </button>
@@ -137,6 +160,16 @@
                 <fa-icon icon="ban" class="m-r-10"></fa-icon>Reject
               </button>
             }
+            @if (edit.emailSent) {
+              <button
+                mat-stroked-button
+                class="pce-btn pce-btn-email"
+                (click)="viewEmail(edit)"
+                title="View the exact confirmation email sent to the client"
+              >
+                <fa-icon icon="envelope" class="m-r-10"></fa-icon>View Email
+              </button>
+            }
           </td>
         </ng-container>
 

src/app/tasks/checker-inbox-and-tasks-tabs/pending-client-edits/pending-client-edits.component.scss

@@ -346,3 +346,45 @@ $text-muted: #64748b;
     line-height: 1.5;
   }
 }
+
+/* ── Email badges ───────────────────────────────────────────────────────── */
+.pce-email-badge {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  padding: 2px 6px;
+  border-radius: 4px;
+  font-size: 0.72rem;
+  font-weight: 600;
+  margin-right: 6px;
+  white-space: nowrap;
+  vertical-align: middle;
+
+  fa-icon {
+    font-size: 0.7rem;
+  }
+
+  &--sent {
+    background: #e8f5e9;
+    color: #1b5e20;
+    border: 1px solid #c8e6c9;
+  }
+
+  &--nosent {
+    background: #f5f5f5;
+    color: #9e9e9e;
+    border: 1px solid #e0e0e0;
+  }
+
+  &--seen {
+    background: #e3f2fd;
+    color: #0d47a1;
+    border: 1px solid #bbdefb;
+  }
+
+  &--notseen {
+    background: #fff3e0;
+    color: #e65100;
+    border: 1px solid #ffe0b2;
+  }
+}

src/app/tasks/checker-inbox-and-tasks-tabs/pending-client-edits/pending-client-edits.component.ts

@@ -34,6 +34,7 @@ import { InputBase } from 'app/shared/form-dialog/formfield/model/input-base';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { NON_COMPARABLE_KEYS, PENDING_EDIT_FIELD_LABELS } from 'app/clients/shared/client-edit-diff.util';
 import { ClientEditCompareDialogComponent } from './client-edit-compare-dialog/client-edit-compare-dialog.component';
+import { ClientEditEmailDialogComponent } from './client-edit-email-dialog/client-edit-email-dialog.component';
 
 /** Maps a payload key that holds a CodeValue/template id to the options array it should be
  * resolved against — populated from /clients/template plus the same per-code-value lookups the
@@ -97,7 +98,8 @@ const NATIONALITY_LABELS: Record<string, string> = {
     MatRowDef,
     MatRow,
     MatIcon,
-    MatPaginatorModule
+    MatPaginatorModule,
+    ClientEditEmailDialogComponent
   ]
 })
 export class PendingClientEditsComponent implements OnInit {
@@ -423,6 +425,52 @@ export class PendingClientEditsComponent implements OnInit {
     });
   }
 
+  /** Opens the email preview dialog for an edit row. Fetches the email content first (subject,
+   * body, sent/opened timestamps) via the email-preview endpoint, then opens the dialog. */
+  viewEmail(edit: any): void {
+    this.clientsService.getClientEditEmailPreview(edit.clientId, edit.id).subscribe({
+      next: (preview) => {
+        try {
+          this.dialog.open(ClientEditEmailDialogComponent, {
+            width: '800px',
+            maxWidth: '96vw',
+            data: {
+              emailSubject: preview?.emailSubject || null,
+              emailBody: preview?.emailBody || null,
+              emailSent: preview?.emailSent || false,
+              emailSentAt: preview?.emailSentAt || null,
+              emailOpenedAt: preview?.emailOpenedAt || null,
+              emailFrom: preview?.emailFrom || null,
+              emailTo: preview?.emailTo || null
+            }
+          });
+        } catch (e: any) {
+          console.error('Dialog open failed (next): ', e);
+        }
+      },
+      error: () => {
+        try {
+          // Fallback: open dialog with no-content state
+          this.dialog.open(ClientEditEmailDialogComponent, {
+            width: '800px',
+            maxWidth: '96vw',
+            data: {
+              emailSubject: null,
+              emailBody: null,
+              emailSent: false,
+              emailSentAt: null,
+              emailOpenedAt: null,
+              emailFrom: null,
+              emailTo: null
+            }
+          });
+        } catch (e: any) {
+          console.error('Dialog open failed (error): ', e);
+        }
+      }
+    });
+  }
+
   reload(): void {
     this.load();
   }