DDS: agent collection entry screen, per-agent GL account, maturity auto close
The Daily Transaction Entry screen no longer composes a Party Tran. An agent records their own round elsewhere; this screen reads back what they wrote down, shows what it adds up to, and settles the day once a clerk has counted the cash against it. Nothing is typed here and nothing is edited - what settles is what the entries say, to the rupee. Agent Master now asks which ledger account the agent's collections pass through, one agent to an account, and offers only the accounts that can carry them. The DDS scheme product is kept out of the agent's own savings list for the same reason the server refuses it: debits are blocked on those accounts, so commission paid into one would go in and never come out. The DDS product carries a Maturity Auto Close setting, asked as Yes/No to match the Auto Interest Post question directly above it, and Batch Processing offers the run that applies it. Also: the report viewer stops printing two money columns ungrouped and stops totalling a column that holds a word, and an agent's birth date cannot be picked later than eighteen years ago. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
This commit is contained in:
tarunmalviya
co-authored by
Claude Opus 5
Claude Opus 5
parent
57a61b3057
commit
e2eff9914f
@@ -9,9 +9,11 @@
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$primary: #0f766e;
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.dte-container {
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max-width: 1080px;
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// Wider than a normal form page: a collection row carries six fields side by side, and a clerk
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// keying a round should see the whole of it.
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max-width: 1280px;
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margin: 0 auto;
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padding: 24px 16px;
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padding: 20px 16px;
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}
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.dte-header {
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@@ -93,6 +95,7 @@ $primary: #0f766e;
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margin-bottom: 12px;
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}
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// A sensible floor for the fields laid out with flex in .dte-controls, where there is room to spare.
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.dte-field {
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min-width: 180px;
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@@ -101,9 +104,18 @@ $primary: #0f766e;
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}
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}
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// Inside the collection grid the track decides the width, not the field. Left to its own 180px
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// floor a field refuses to shrink into a narrower track and overruns the one beside it.
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.dte-collection-row .dte-field {
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width: 100%;
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min-width: 0;
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}
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.dte-section {
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padding: 16px 0;
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border-top: 1px solid rgb(0 0 0 / 8%);
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// A very narrow window scrolls the grid sideways rather than the whole page.
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overflow-x: auto;
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&__header {
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display: flex;
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@@ -140,9 +152,21 @@ $primary: #0f766e;
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gap: 8px 16px;
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}
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/*
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* One collection per row. Fixed columns rather than an even split, so the row holds its shape as
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* fields come and go - Cheque No and Token No only appear for a non-cash entry - and the party
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* picker gets the width its "code · name · daily amount" needs.
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*/
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.dte-collection-row {
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display: grid;
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grid-template-columns: repeat(7, 1fr) auto;
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grid-template-columns:
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minmax(0, 2.2fr) /* Party */
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minmax(0, 1fr) /* TRTP */
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minmax(0, 1fr) /* AC Type */
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minmax(0, 1.4fr) /* A/C No. */
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minmax(0, 1fr) /* Amount */
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minmax(0, 1.6fr) /* Description */
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auto; /* remove */
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gap: 8px 12px;
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align-items: start;
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padding: 10px 0;
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@@ -151,12 +175,27 @@ $primary: #0f766e;
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&:first-of-type {
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border-top: none;
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}
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// Cheque No and Token No push Description and the remove button onto a second line, which is
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// what a non-cash entry should look like rather than a row running off the screen.
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&:has(.dte-field--instrument) {
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grid-template-columns:
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minmax(0, 2.2fr) minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.4fr) minmax(0, 1fr)
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minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.6fr) auto;
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}
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}
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.dte-collection-row .dte-field--wide {
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grid-column: span 2;
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}
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@media (width <= 1200px) {
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.dte-collection-row,
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.dte-collection-row:has(.dte-field--instrument) {
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grid-template-columns: repeat(3, minmax(0, 1fr)) auto;
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}
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}
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.dte-remove-row {
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color: #b91c1c;
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margin-top: 8px;
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@@ -185,3 +224,172 @@ $primary: #0f766e;
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grid-template-columns: repeat(2, 1fr);
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}
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}
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/* Resolved name under an Agent / Party Code field — the check that the right record was found. */
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.dte-hint--found {
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color: #15803d;
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font-weight: 500;
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}
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.dte-hint--missing {
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color: #b91c1c;
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font-weight: 500;
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}
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/* Marks an agent in the list who is no longer collecting - only offered for settlement. */
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.dte-agent-off {
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color: #b45309;
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font-size: 12px;
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font-style: italic;
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margin-left: 6px;
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}
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/* The figure the clerk actually verifies against the passbook before saving. */
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.dte-after {
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font-weight: 600;
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color: #0f766e;
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}
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/* What the agent should be handing over for this round. */
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.dte-total {
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display: flex;
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justify-content: flex-end;
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align-items: baseline;
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gap: 14px;
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padding: 10px 4px 2px;
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border-top: 1px solid rgb(0 0 0 / 10%);
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font-size: 0.88rem;
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color: rgb(0 0 0 / 60%);
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strong {
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font-size: 1.1rem;
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color: rgb(0 0 0 / 85%);
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font-variant-numeric: tabular-nums;
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}
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}
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/* Marks a transaction type the system does not handle yet, so it reads as pending rather than broken. */
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.dte-soon {
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font-size: 0.78rem;
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font-style: italic;
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color: rgb(0 0 0 / 45%);
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}
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/*
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* Marks a party this agent has already collected from today, on the row where it is picked.
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*
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* Amber, not red: a customer paying twice in a day is legitimate - arrears, or two days at once -
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* so this is a second look, not an error. Blocking it would stop real work; saying nothing lets a
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* whole round be credited twice.
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*/
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.dte-hint--again {
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color: #b45309;
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font-weight: 500;
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}
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/*
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* Where a party stands against its instalments. Three states rather than one colour, because they
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* call for three different things from the clerk: ahead means take nothing, behind means take more
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* than the daily amount, level means take the daily amount as usual.
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*
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* Behind is amber, not red - falling a few days behind is ordinary in daily collection and is the
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* agent's job to recover, not an error. Red here would cry wolf on most rows.
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*/
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.dte-hint--ahead,
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.dte-sched--ahead {
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color: #15803d;
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font-weight: 500;
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}
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.dte-hint--behind,
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.dte-sched--behind {
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color: #b45309;
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font-weight: 500;
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}
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.dte-hint--level,
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.dte-sched--level {
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color: rgb(0 0 0 / 55%);
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}
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/* In the party panel the schedule line carries more weight than the fields around it. */
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.dte-sched {
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font-weight: 500;
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}
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/* Says why a party in the list cannot be picked, beside the party rather than in a tooltip. */
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.dte-covered {
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color: #15803d;
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font-size: 0.8rem;
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}
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/*
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* An amount that looks like a slip. Red rather than the amber used for arrears: arrears are ordinary
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* and the agent's job to recover, while this is a figure that probably was not handed over at all,
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* and once saved it cannot be taken back. It still does not block - the clerk decides.
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*/
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.dte-hint--overpay {
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color: #b91c1c;
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font-weight: 500;
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}
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/*
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The agent's written-down round, as the counter reads it.
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Laid out as lines rather than as the input grid this replaced: there is nothing to fill in here,
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only a list to check a bag of cash against, and controls would invite editing something the clerk
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has no business editing.
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*/
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.dte-pending-row {
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display: flex;
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align-items: baseline;
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gap: 12px;
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padding: 10px 2px;
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border-bottom: 1px solid rgba(0, 0, 0, 0.08);
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&:last-of-type {
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border-bottom: none;
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}
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&__code {
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font-weight: 600;
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min-width: 84px;
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}
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&__name {
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flex: 1;
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min-width: 0;
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overflow: hidden;
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text-overflow: ellipsis;
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white-space: nowrap;
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opacity: 0.75;
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}
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&__mode {
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font-size: 12px;
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text-transform: uppercase;
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letter-spacing: 0.5px;
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opacity: 0.6;
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}
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/* Amounts are read down the column and compared, so the digits have to line up. */
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&__amount {
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font-variant-numeric: tabular-nums;
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font-weight: 600;
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min-width: 96px;
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text-align: right;
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}
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}
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/* The one figure the clerk acts on, said as a sentence so it is not read as another column total. */
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.dte-expected {
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margin: 14px 2px 0;
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font-size: 14px;
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line-height: 1.5;
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strong {
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font-variant-numeric: tabular-nums;
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}
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}
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