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
@@ -6,136 +6,54 @@
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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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.am-container {
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max-width: 1040px;
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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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/* Agent-specific indigo accent */
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:host {
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--pl-accent: #4338ca;
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--pl-accent-l: #e0e7ff;
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}
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.am-header {
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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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/* A retired agent stays listed but reads as switched off. */
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.am-row--inactive td:not(.num) {
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opacity: 0.55;
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}
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.am-back {
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color: $primary;
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/* Closing is the last, irreversible step, so it does not read like the buttons beside it. */
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.pl-action-btn--close {
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color: #9b2c2c;
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}
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.am-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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padding: 8px 24px 24px;
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/* A closed agent shows when, in place of the actions it no longer has. */
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.am-closed-on {
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font-size: 12px;
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font-style: italic;
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color: #9b2c2c;
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}
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.am-section {
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padding: 20px 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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.am-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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.am-grid {
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display: grid;
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grid-template-columns: repeat(3, 1fr);
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gap: 8px 16px;
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.am-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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.am-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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.am-add-guarantor {
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color: $primary;
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}
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.am-empty-guarantors {
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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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.am-guarantor-row {
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display: grid;
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grid-template-columns: repeat(7, 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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.am-limit-row {
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display: grid;
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grid-template-columns: repeat(3, 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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.am-remove-guarantor {
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color: #b91c1c;
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margin-top: 8px;
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}
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.am-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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margin-top: 20px;
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padding-top: 16px;
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flex-wrap: wrap;
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}
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@media (width <= 900px) {
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.am-grid {
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grid-template-columns: repeat(2, 1fr);
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}
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.am-guarantor-row,
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.am-limit-row {
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grid-template-columns: repeat(2, 1fr);
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}
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/* An agent with no branch is an agent no branch's batch run will collect for - say so plainly
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rather than showing an em dash that reads like "nothing to see here". */
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.am-no-branch {
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font-size: 12px;
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font-style: italic;
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color: #9b2c2c;
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}
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