Commit Graph
3 Commits
Author SHA1 Message Date
niteshandClaude Opus 5.5 1f87ad475c feat(dds): agent-first Party Master, account actions menu, FD-style statuses
- Party Master opens on agents (paged, from the server summary), then one
  agent's dashboard: accounts, maturity, money and collection cards, each
  with a View that filters the accounts table. The page title follows the
  view, and Back from an account returns to its agent.
- DDS account page: an actions menu with Edit, Premature Closure, and
  Maturity Payout & Close. The manual Close Account buttons are gone, since
  payout and premature closure close the account themselves.
- Statuses Active / Matured / Closed / Premature Closed are shown and
  filtered on every DDS screen through a shared dds-status helper.
- Premature closure dialog redesigned: term progress, numbered steps, and a
  payout calculation for each choice using the server's formulas.
- Agent & Slab Approval tab: slab approvals moved in beside agents, with
  toggle buttons and labels named for the action; richer slab review.
- Batch processing: calculation runs are reported as applied, and an empty
  run is reported as nothing to do.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-29 18:33:15 +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
tarunmalviya 885b39d970 DDS: approvals tab, vouchers, payout & close, Sundry GL search, closure tab, fixes 2026-10-01 13:08:52 +05:30