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
@@ -6,159 +6,128 @@
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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$primary: #0f766e;
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@use 'assets/styles/product-list' as pl;
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.pm-container {
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max-width: 1080px;
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margin: 0 auto;
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padding: 24px 16px;
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@include pl.product-list-styles;
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/* Party-specific amber accent */
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:host {
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--pl-accent: #b45309;
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--pl-accent-l: #fef3c7;
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}
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.pm-header {
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/* A closed party stays listed - its collections and interest are still on the books. */
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.pm-row--closed td:not(.num) {
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opacity: 0.55;
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}
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.pm-pill {
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display: inline-block;
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padding: 3px 11px;
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border-radius: 11px;
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font-size: 0.72rem;
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font-weight: 500;
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line-height: 1.7;
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background: #dcfce7;
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color: #15803d;
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white-space: nowrap;
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}
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.pm-pill--off {
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background: rgb(0 0 0 / 7%);
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color: rgb(0 0 0 / 52%);
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}
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/* The customer's real deposit account number, in the list. */
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.pm-list-account {
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font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
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font-size: 0.8rem;
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}
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/*
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A party with no account behind it. Called out rather than left blank: the balance beside it is
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money the bank's own books have no record of, which is the thing worth noticing here.
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*/
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.pm-list-no-account {
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font-size: 0.75rem;
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font-style: italic;
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color: #9b2c2c;
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}
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/*
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Matured accounts still open. Deliberately loud: it is money the bank owes a customer who has not
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been told, and every day it sits there is a day the bank is holding somebody else's money. Styled
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as a link to the work rather than a notice about it - reading it should be the same click as
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starting on it.
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*/
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.pm-due-banner {
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display: flex;
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align-items: center;
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gap: 16px;
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margin-bottom: 20px;
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&__title {
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margin: 0;
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font-size: 22px;
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font-weight: 500;
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}
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}
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.pm-back {
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color: $primary;
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}
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.pm-card {
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background: var(--md-sys-color-surface, #fff);
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border-radius: 8px;
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box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
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}
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.pm-tabs {
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::ng-deep .mat-mdc-tab-body-wrapper {
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min-height: 300px;
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}
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}
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.pm-tab-content {
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padding: 20px 24px;
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}
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.pm-section {
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padding: 16px 0;
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border-bottom: 1px solid rgb(0 0 0 / 8%);
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&:last-of-type {
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border-bottom: none;
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}
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&__header {
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display: flex;
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align-items: center;
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gap: 10px;
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margin-bottom: 16px;
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i {
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color: $primary;
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}
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h3 {
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margin: 0;
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font-size: 16px;
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font-weight: 600;
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flex: 1;
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}
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}
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}
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.pm-grid {
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display: grid;
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grid-template-columns: repeat(4, 1fr);
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gap: 8px 16px;
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align-items: start;
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}
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.pm-field {
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width: 100%;
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&--wide {
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grid-column: span 2;
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}
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}
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.pm-checkbox-field {
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display: flex;
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align-items: center;
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height: 56px;
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}
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.pm-radio-group {
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display: flex;
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align-items: center;
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gap: 16px;
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height: 56px;
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}
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.pm-add-nominee {
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color: $primary;
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height: fit-content;
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align-self: center;
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}
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.pm-empty {
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color: rgb(0 0 0 / 50%);
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font-size: 14px;
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margin: 0 0 8px;
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}
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.pm-nominee-row {
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display: grid;
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grid-template-columns: repeat(8, 1fr) auto;
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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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border-top: 1px dashed rgb(0 0 0 / 10%);
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&:first-of-type {
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border-top: none;
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}
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}
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.pm-remove-nominee {
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color: #b91c1c;
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margin-top: 8px;
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}
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.pm-action-bar {
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display: flex;
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justify-content: flex-end;
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gap: 12px;
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padding: 16px 24px;
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border-top: 1px solid rgb(0 0 0 / 8%);
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}
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.pm-callout {
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display: flex;
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align-items: center;
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gap: 10px;
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margin: 0 24px;
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margin: 0 0 14px;
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padding: 12px 16px;
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background: rgb(185 28 28 / 8%);
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border: 1px solid rgb(185 28 28 / 25%);
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border-radius: 6px;
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color: #b91c1c;
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font-size: 0.9rem;
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}
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background: rgb(180 83 9 / 8%);
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border: 1px solid rgb(180 83 9 / 28%);
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border-radius: 8px;
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color: #92400e;
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text-decoration: none;
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transition: background 0.15s ease;
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@media (width <= 1000px) {
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.pm-grid {
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grid-template-columns: repeat(2, 1fr);
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&:hover {
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background: rgb(180 83 9 / 13%);
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}
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.pm-nominee-row {
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grid-template-columns: repeat(2, 1fr);
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&__ic {
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font-size: 1.05rem;
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flex: 0 0 auto;
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}
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&__text {
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flex: 1 1 auto;
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font-size: 0.88rem;
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line-height: 1.45;
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}
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&__cta {
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flex: 0 0 auto;
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display: inline-flex;
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align-items: center;
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gap: 6px;
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font-size: 0.82rem;
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font-weight: 600;
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white-space: nowrap;
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}
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}
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@media (width <= 700px) {
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.pm-due-banner {
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flex-wrap: wrap;
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}
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}
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/*
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* The nominee count, which opens the list of names rather than the account itself.
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*
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* Styled as text that can be clicked rather than as a second action button: the row already has one
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* action, and a pair of equal-looking buttons would put "look at this" beside "change this" as
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* though the two were the same kind of thing.
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*/
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.pl-nominee-btn {
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border: 0;
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background: none;
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padding: 0;
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font: inherit;
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color: var(--pl-accent);
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font-weight: 500;
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cursor: pointer;
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text-decoration: underline;
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text-underline-offset: 3px;
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&:hover {
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text-decoration-thickness: 2px;
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}
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}
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.pl-muted {
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color: rgb(0 0 0 / 40%);
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}
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