CBSNexora/cbsnexora
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4 Commits
Author SHA1 Message Date
niteshandClaude Sonnet 5.5 c766a6f092 feat(dds): batch run preview on its own page, runs popup, projected GLs in approvals 
- Generate opens the run on /organization/dds-batch-processing/run/:id with a back arrow,
  Post and Discard beside the figures, agent-wise table, View popup and CSV export; the
  table scrolls inside the page. A posted, running or failed run opens there read-only
- Batch screen lists generated-but-unposted runs as buttons to reopen them; Previous runs
  moved into a popup with status and job chips, search, date range, pagination, row
  detail and export; posting progress is followed from the run status
- Shared helpers for job names, money and agent grouping
- Approval review shows, for a calculation run, the entries its matching Posting run will
  book, marked "when posted"

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
 2026-10-28 22:04:26 +05:30
niteshandClaude Sonnet 5.5 306af59099 feat(dds): savings-style DDS account view, batch processing redesign, slab master in Products 
- DDS account view: Transactions and Passbook tabs laid out like savings, a per-line
  View Transaction popup (general, payment details, accounting and audit, receipt print)
  with actions menu (view, receipt, journal entries)
- DDS batch processing: job tiles with calculate then post pairs, compact agent and party
  ranges, agent-wise preview with a View popup of each agent's accounts, search, and CSV
  export of all details or one agent; previous runs summary; OD interest hidden
- Discard removes the generated preview on the server
- Commission Slab Master moved from Organization to Products, with a how-to card, rates
  and commission at "To", gap warnings to the paisa, loading state and a calculator popup
- Party edit: scheme terms and agent locked on an active account, with a lock badge

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
 2026-10-28 17:13:33 +05:30
tarunmalviyaandClaude Opus 5 e2eff9914f 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>
 2026-09-23 11:54:49 +05:30
tarunmalviya 57a61b3057 DDS: Agent settlement (Agent Tran), Close Party account UI, reports UI, Party-Savings link field 2026-08-25 10:56:03 +05:30