- 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>
- 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>