feat(api-management): set up each CIC bureau as an API vendor

CIBIL, Experian, Equifax and CRIF are vendors under API Management (active =
whitelisted) and the Credit Bureau dashboard reads them from there; the
separate CIC whitelist and API mapping screens are removed. Mapping tables show
the value each row finds in the sample payload, and bureau cards link to their
set-up.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

angular.json

@@ -76,8 +76,8 @@
               "budgets": [
                 {
                   "type": "initial",
-                  "maximumWarning": "15mb",
-                  "maximumError": "17mb"
+                  "maximumWarning": "18mb",
+                  "maximumError": "20mb"
                 },
                 {
                   "type": "anyComponentStyle",

src/app/account-transfers/view-account-transfer/view-account-transfer.component.html

@@ -7,16 +7,6 @@
 -->
 
 <div class="container">
-  <div class="container m-b-20 align-end gap-2px">
-    @if (!viewAccountTransferData.reversed) {
-      <span>
-        <button mat-raised-button color="warn" *mifosxHasPermission="'ADJUST_ACCOUNTTRANSFER'">
-          <fa-icon icon="undo" class="m-r-10"></fa-icon>{{ 'labels.buttons.Undo' | translate }}
-        </button>
-      </span>
-    }
-  </div>
-
   <mat-card>
     <mat-card-content>
       <div class="transfer-container">

src/app/accounts/accounts-routing.module.ts

@@ -11,6 +11,14 @@ import { Routes, RouterModule } from '@angular/router';
 
 import { Route } from '../core/route/route.service';
 import { AccountsListComponent } from './accounts-list/accounts-list.component';
+import { PartyMasterComponent } from '../deposits/party-master/party-master.component';
+import { CreatePartyComponent } from '../deposits/party-master/create-party/create-party.component';
+import { DueForClosureComponent } from '../deposits/party-master/due-for-closure/due-for-closure.component';
+import { DailyTransactionEntryComponent } from '../deposits/daily-transaction-entry/daily-transaction-entry.component';
+import { DdsReportsComponent } from '../deposits/dds-reports/dds-reports.component';
+import { ReportViewerComponent } from '../deposits/dds-reports/report-viewer/report-viewer.component';
+import { DdsAccountsComponent } from '../deposits/dds-accounts/dds-accounts.component';
+import { DdsAccountViewComponent } from '../deposits/dds-accounts/dds-account-view/dds-account-view.component';
 
 const routes: Routes = [
   Route.withShell([
@@ -41,6 +49,59 @@ const routes: Routes = [
             title: 'Recurring Deposit Accounts',
             breadcrumb: 'Recurring Deposit Accounts'
           }
+        },
+        {
+          path: 'dds',
+          data: { title: 'Daily Deposit Scheme — Party Master', breadcrumb: 'Party Master' },
+          children: [
+            { path: '', component: PartyMasterComponent },
+            {
+              path: 'create',
+              component: CreatePartyComponent,
+              data: { title: 'Create Party', breadcrumb: 'Create' }
+            },
+            {
+              // Ahead of the :partyId routes, so "dueforclosure" is not read as a party id.
+              path: 'dueforclosure',
+              component: DueForClosureComponent,
+              data: { title: 'Accounts Due for Closure', breadcrumb: 'Due for Closure' }
+            },
+            {
+              path: ':partyId/edit',
+              component: CreatePartyComponent,
+              data: { title: 'Edit Party', breadcrumb: 'Edit' }
+            }
+          ]
+        },
+        {
+          // The DDS accounts listed like Savings Accounts, each opening onto its transactions.
+          path: 'dds-accounts',
+          data: { title: 'DDS Accounts', breadcrumb: 'DDS Accounts' },
+          children: [
+            { path: '', component: DdsAccountsComponent },
+            {
+              path: ':partyId',
+              component: DdsAccountViewComponent,
+              data: { title: 'DDS Account', breadcrumb: 'Account', routeParamBreadcrumb: false }
+            }
+          ]
+        },
+        {
+          path: 'dds-collection',
+          component: DailyTransactionEntryComponent,
+          data: { title: 'Daily Transaction Entry', breadcrumb: 'Daily Transaction Entry' }
+        },
+        {
+          path: 'dds-reports',
+          data: { title: 'DDS Reports', breadcrumb: 'DDS Reports' },
+          children: [
+            { path: '', component: DdsReportsComponent },
+            {
+              path: 'view/:reportName',
+              component: ReportViewerComponent,
+              data: { title: 'DDS Report', breadcrumb: 'reportName', routeParamBreadcrumb: 'reportName' }
+            }
+          ]
         }
       ]
     }

src/app/api-management/api-import.util.ts

@@ -0,0 +1,778 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { ApiMappingRow, KeyValue, kv } from './api-management.service';
+
+/**
+ * Reads what a vendor's documentation or a Postman / browser / cURL capture gives - in any of these shapes - and turns
+ * it into the pieces of an API: method, URL, path, query parameters, headers, content type, payload, response status,
+ * response headers, response body, and a first guess at the CBS field mapping. Nothing is sent anywhere.
+ *
+ * Understood:
+ *   - a cURL command
+ *   - a Postman collection or a single Postman request / item (with its saved responses)
+ *   - a HAR capture
+ *   - an "API definition" object: { method, url | path, query, headers, body, status, ... }
+ *   - a bare JSON payload (treated as the request body, or the response body on the response side)
+ *   - form text (a=1&b=2) and other raw text
+ *
+ * Credentials found in headers or query strings are never kept: the value is replaced by {{secret}} and the row is
+ * flagged as secret, so a key pasted from a sample cannot end up stored.
+ */
+
+export interface ImportedRequest {
+  source: string;
+  method?: string;
+  /** The full URL when the file had one. */
+  url?: string;
+  /** Scheme and host of the URL, when present. */
+  baseUrl?: string;
+  path?: string;
+  queryParams: KeyValue[];
+  headers: KeyValue[];
+  contentType?: string;
+  body?: string;
+  /** A response found in the same file (Postman saved response, HAR entry, definition object). */
+  response?: ImportedResponse;
+  notes: string[];
+}
+
+export interface ImportedResponse {
+  source: string;
+  status?: number;
+  headers: KeyValue[];
+  body?: string;
+  errorBody?: string;
+  notes: string[];
+}
+
+const SECRET_HEADERS =
+  /^(authorization|proxy-authorization|x-api-key|api-key|apikey|authkey|x-auth-token|auth-token|token|x-access-token|cookie|set-cookie|x-hub-signature(-256)?)$/i;
+const SECRET_QUERY = /^(key|api[-_]?key|apikey|token|access[-_]?token|auth[-_]?key|secret|password|signature)$/i;
+const SECRET = '{{secret}}';
+
+// ── small helpers ───────────────────────────────────────────────────────────
+
+function isObject(v: unknown): v is Record<string, any> {
+  return typeof v === 'object' && v !== null && !Array.isArray(v);
+}
+
+function tryJson(text: string): any {
+  try {
+    return JSON.parse(text);
+  } catch {
+    return undefined;
+  }
+}
+
+function prettyJsonOrText(text: string): string {
+  const parsed = tryJson(text);
+  return parsed !== undefined && typeof parsed === 'object' ? JSON.stringify(parsed, null, 2) : text;
+}
+
+function bodyToText(body: unknown): string | undefined {
+  if (body === undefined || body === null) return undefined;
+  if (typeof body === 'string') return prettyJsonOrText(body);
+  return JSON.stringify(body, null, 2);
+}
+
+function toKeyValues(source: unknown, kind: 'header' | 'query' | 'plain'): KeyValue[] {
+  const out: KeyValue[] = [];
+  const add = (key: unknown, value: unknown, description = '', disabled = false) => {
+    const k = String(key ?? '').trim();
+    if (!k) return;
+    const secret = (kind === 'header' && SECRET_HEADERS.test(k)) || (kind === 'query' && SECRET_QUERY.test(k));
+    out.push({
+      key: k,
+      value: secret ? SECRET : value === undefined || value === null ? '' : String(value),
+      description,
+      enabled: !disabled,
+      secret
+    });
+  };
+  if (Array.isArray(source)) {
+    for (const item of source) {
+      if (isObject(item))
+        add(item.key ?? item.name, item.value, String(item.description ?? ''), item.disabled === true);
+    }
+  } else if (isObject(source)) {
+    for (const [
+      k,
+      v
+    ] of Object.entries(source)) add(k, v);
+  }
+  return out;
+}
+
+/** Splits a URL into its base, path and query without failing on {{placeholders}} or {path} parameters. */
+function splitUrl(raw: string): { baseUrl?: string; path: string; query: KeyValue[] } {
+  let rest = raw.trim();
+  let baseUrl: string | undefined;
+  const m = /^([a-zA-Z][a-zA-Z0-9+.-]*:\/\/[^/?#]+)(.*)$/.exec(rest);
+  if (m) {
+    baseUrl = m[1];
+    rest = m[2];
+  }
+  const hash = rest.indexOf('#');
+  if (hash >= 0) rest = rest.slice(0, hash);
+  let queryText = '';
+  const q = rest.indexOf('?');
+  if (q >= 0) {
+    queryText = rest.slice(q + 1);
+    rest = rest.slice(0, q);
+  }
+  const query: KeyValue[] = [];
+  for (const part of queryText.split('&')) {
+    if (!part) continue;
+    const eq = part.indexOf('=');
+    const key = safeDecode(eq >= 0 ? part.slice(0, eq) : part);
+    const value = eq >= 0 ? safeDecode(part.slice(eq + 1)) : '';
+    query.push(...toKeyValues([{ key, value }], 'query'));
+  }
+  return { baseUrl, path: rest || '/', query };
+}
+
+function safeDecode(s: string): string {
+  try {
+    return decodeURIComponent(s.replace(/\+/g, ' '));
+  } catch {
+    return s;
+  }
+}
+
+function detectContentType(
+  headers: KeyValue[],
+  body: string | undefined
+): { contentType?: string; headers: KeyValue[] } {
+  const ct = headers.find((h) => h.key.toLowerCase() === 'content-type');
+  const rest = headers.filter((h) => h.key.toLowerCase() !== 'content-type');
+  if (ct) return { contentType: ct.value.split(';')[0].trim(), headers: rest };
+  if (!body) return { headers: rest };
+  if (tryJson(body) !== undefined) return { contentType: 'application/json', headers: rest };
+  if (/^\s*</.test(body)) return { contentType: 'application/xml', headers: rest };
+  if (/^[^\s=&]+=[^&]*(&[^\s=&]+=[^&]*)*$/.test(body.trim()))
+    return { contentType: 'application/x-www-form-urlencoded', headers: rest };
+  return { contentType: 'text/plain', headers: rest };
+}
+
+/** Everything about a request is derived the same way once method / url / headers / body are known. */
+function finishRequest(
+  source: string,
+  method: string | undefined,
+  url: string | undefined,
+  pathOnly: string | undefined,
+  query: unknown,
+  headers: KeyValue[],
+  body: string | undefined,
+  contentTypeHint: string | undefined,
+  notes: string[]
+): ImportedRequest {
+  const parts = url ? splitUrl(url) : pathOnly ? splitUrl(pathOnly) : undefined;
+  const queryParams = [
+    ...(parts?.query ?? []),
+    ...toKeyValues(query, 'query')
+  ];
+  const detected = detectContentType(headers, body);
+  if (queryParams.some((q) => q.secret))
+    notes.push('A credential in the query string was replaced by {{secret}} - set it on the Connection tab.');
+  if (headers.some((h) => h.secret))
+    notes.push('Credentials in the headers were replaced by {{secret}} - set them on the Connection tab.');
+  return {
+    source,
+    method: method ? method.toUpperCase() : body ? 'POST' : undefined,
+    url,
+    baseUrl: parts?.baseUrl,
+    path: parts?.path,
+    queryParams,
+    headers: detected.headers,
+    contentType: contentTypeHint ?? detected.contentType,
+    body,
+    notes
+  };
+}
+
+// ── cURL ────────────────────────────────────────────────────────────────────
+
+/** Splits a shell command into words, honouring '…' "…" quotes and \ line continuations. */
+function shellWords(command: string): string[] {
+  const words: string[] = [];
+  let cur = '';
+  let quote: '"' | "'" | null = null;
+  let started = false;
+  const text = command.replace(/\\\r?\n/g, ' ').trim();
+  for (let i = 0; i < text.length; i++) {
+    const c = text[i];
+    if (quote) {
+      if (c === quote) quote = null;
+      else if (c === '\\' && quote === '"' && i + 1 < text.length) cur += text[++i];
+      else cur += c;
+    } else if (c === '"' || c === "'") {
+      quote = c;
+      started = true;
+    } else if (/\s/.test(c)) {
+      if (started || cur) words.push(cur);
+      cur = '';
+      started = false;
+    } else if (c === '\\' && i + 1 < text.length) {
+      cur += text[++i];
+    } else {
+      cur += c;
+    }
+  }
+  if (started || cur) words.push(cur);
+  return words;
+}
+
+function parseCurl(text: string): ImportedRequest {
+  const words = shellWords(text);
+  const notes: string[] = [];
+  let method: string | undefined;
+  let url: string | undefined;
+  const headers: KeyValue[] = [];
+  const data: string[] = [];
+  let form = false;
+  let getMode = false;
+  for (let i = 0; i < words.length; i++) {
+    const w = words[i];
+    const next = () => words[++i] ?? '';
+    if (w === 'curl') continue;
+    if (w === '-X' || w === '--request') method = next();
+    else if (w === '-H' || w === '--header') {
+      const h = next();
+      const c = h.indexOf(':');
+      if (c > 0) headers.push(...toKeyValues([{ key: h.slice(0, c), value: h.slice(c + 1).trim() }], 'header'));
+    } else if ([
+        '-d',
+        '--data',
+        '--data-raw',
+        '--data-binary',
+        '--data-ascii'
+      ].includes(w)) data.push(next());
+    else if (w === '--data-urlencode') {
+      data.push(next());
+      form = true;
+    } else if (w === '-F' || w === '--form') {
+      data.push(next());
+      form = true;
+      notes.push('Multipart form fields were read as name=value pairs.');
+    } else if (w === '--url') url = next();
+    else if (w === '-G' || w === '--get') getMode = true;
+    else if (w === '-u' || w === '--user') {
+      next();
+      headers.push({
+        key: 'Authorization',
+        value: SECRET,
+        description: 'Basic authentication from the cURL -u option',
+        enabled: true,
+        secret: true
+      });
+    } else if (w.startsWith('-')) {
+      // Flags that take a value we do not need.
+      if ([
+          '-o',
+          '--output',
+          '-A',
+          '--user-agent',
+          '-e',
+          '--referer',
+          '--connect-timeout',
+          '-m',
+          '--max-time',
+          '--proxy',
+          '-x'
+        ].includes(w)) next();
+    } else if (!url && /^[a-zA-Z][a-zA-Z0-9+.-]*:\/\//.test(w)) url = w;
+    else if (!url && /^[\w.-]+(:\d+)?\//.test(w)) url = w;
+  }
+  let body = data.length ? data.join('&') : undefined;
+  if (body && getMode) {
+    url = url + (url?.includes('?') ? '&' : '?') + body;
+    body = undefined;
+  }
+  return finishRequest(
+    'cURL command',
+    method ?? (getMode ? 'GET' : body ? 'POST' : 'GET'),
+    url,
+    undefined,
+    undefined,
+    headers,
+    body ? prettyJsonOrText(body) : undefined,
+    form && !headers.some((h) => h.key.toLowerCase() === 'content-type')
+      ? 'application/x-www-form-urlencoded'
+      : undefined,
+    notes
+  );
+}
+
+// ── Postman / HAR / definition object ───────────────────────────────────────
+
+function findPostmanItem(node: any): any {
+  if (!node) return undefined;
+  if (node.request) return node;
+  if (Array.isArray(node.item)) {
+    for (const child of node.item) {
+      const found = findPostmanItem(child);
+      if (found) return found;
+    }
+  }
+  return undefined;
+}
+
+function postmanUrl(url: any): string | undefined {
+  if (!url) return undefined;
+  if (typeof url === 'string') return url;
+  if (typeof url.raw === 'string') return url.raw;
+  const host = Array.isArray(url.host) ? url.host.join('.') : url.host;
+  const path = Array.isArray(url.path) ? url.path.join('/') : url.path;
+  return `${url.protocol ? url.protocol + '://' : ''}${host ?? ''}/${path ?? ''}`;
+}
+
+function postmanResponse(r: any): ImportedResponse {
+  return {
+    source: 'Postman saved response',
+    status: typeof r?.code === 'number' ? r.code : undefined,
+    headers: toKeyValues(r?.header, 'header'),
+    body: bodyToText(r?.body),
+    notes: []
+  };
+}
+
+function fromPostman(item: any): ImportedRequest {
+  const req = item.request;
+  const notes: string[] = [];
+  let body: string | undefined;
+  let contentType: string | undefined;
+  const b = req?.body;
+  if (b?.mode === 'raw') {
+    body = bodyToText(b.raw);
+    const lang = b.options?.raw?.language;
+    if (lang === 'json') contentType = 'application/json';
+  } else if (b?.mode === 'urlencoded') {
+    body = (b.urlencoded ?? [])
+      .filter((p: any) => !p.disabled)
+      .map((p: any) => `${encodeURIComponent(p.key)}=${encodeURIComponent(p.value ?? '')}`)
+      .join('&');
+    contentType = 'application/x-www-form-urlencoded';
+  } else if (b?.mode === 'formdata') {
+    body = (b.formdata ?? []).map((p: any) => `${p.key}=${p.value ?? ''}`).join('&');
+    contentType = 'multipart/form-data';
+  }
+  const request = finishRequest(
+    'Postman request',
+    typeof req?.method === 'string' ? req.method : undefined,
+    postmanUrl(req?.url),
+    undefined,
+    undefined,
+    toKeyValues(req?.header, 'header'),
+    body,
+    contentType,
+    notes
+  );
+  if (Array.isArray(item.response) && item.response.length) request.response = postmanResponse(item.response[0]);
+  if (req?.auth)
+    notes.push('The request had an auth section; it was not read. Set authentication on the Connection tab.');
+  return request;
+}
+
+function fromHar(har: any): ImportedRequest {
+  const entry = har.log.entries[0];
+  const r = entry.request ?? {};
+  const body = r.postData?.text ? prettyJsonOrText(r.postData.text) : undefined;
+  const request = finishRequest(
+    'HAR capture',
+    r.method,
+    r.url,
+    undefined,
+    undefined,
+    toKeyValues(r.headers, 'header'),
+    body,
+    typeof r.postData?.mimeType === 'string' ? r.postData.mimeType.split(';')[0] : undefined,
+    []
+  );
+  const res = entry.response;
+  if (res) {
+    request.response = {
+      source: 'HAR capture',
+      status: typeof res.status === 'number' ? res.status : undefined,
+      headers: toKeyValues(res.headers, 'header'),
+      body: res.content?.text ? prettyJsonOrText(res.content.text) : undefined,
+      notes: []
+    };
+  }
+  return request;
+}
+
+function definitionResponse(def: any): ImportedResponse | undefined {
+  const r = def.response ?? def.responseDefinition;
+  const status = def.status ?? def.statusCode ?? def.successCode ?? r?.status ?? r?.statusCode ?? r?.code;
+  const headers = def.responseHeaders ?? r?.headers;
+  const body = def.responseBody ?? (isObject(r) ? (r.body ?? r.data) : r);
+  const errorBody = def.errorBody ?? def.errorResponse ?? r?.errorBody;
+  if (status === undefined && headers === undefined && body === undefined && errorBody === undefined) return undefined;
+  return {
+    source: 'API definition',
+    status: typeof status === 'number' ? status : status ? Number(status) || undefined : undefined,
+    headers: toKeyValues(headers, 'header'),
+    body: bodyToText(body),
+    errorBody: bodyToText(errorBody),
+    notes: []
+  };
+}
+
+function fromDefinition(def: any): ImportedRequest {
+  const body = def.body ?? def.payload ?? def.data ?? def.requestBody ?? def.request;
+  const bodyText = isObject(body) && ('method' in body || 'url' in body) ? undefined : bodyToText(body);
+  const url = def.url ?? def.endpoint ?? def.uri;
+  const request = finishRequest(
+    'API definition',
+    def.method ?? def.httpMethod,
+    typeof url === 'string' ? url : undefined,
+    typeof def.path === 'string' ? def.path : undefined,
+    def.query ?? def.queryParams ?? def.params,
+    toKeyValues(def.headers, 'header'),
+    bodyText,
+    typeof def.contentType === 'string' ? def.contentType : undefined,
+    []
+  );
+  request.response = definitionResponse(def);
+  return request;
+}
+
+// ── public: request side ────────────────────────────────────────────────────
+
+export function parseRequestText(text: string): ImportedRequest {
+  const t = (text ?? '').trim();
+  if (!t) throw new Error('Nothing to read - paste the request or choose a file.');
+  if (/^curl\b/i.test(t)) return parseCurl(t);
+
+  const parsed = tryJson(t);
+  if (parsed === undefined) {
+    // Not JSON: a cURL command in the middle of text, form data, or other raw text.
+    const curl = /curl\b[\s\S]*/i.exec(t);
+    if (curl && /https?:\/\//.test(curl[0])) return parseCurl(curl[0]);
+    const detected = detectContentType([], t);
+    return finishRequest('Raw text', undefined, undefined, undefined, undefined, [], t, detected.contentType, [
+      'The text is not JSON; it was kept as the request payload.'
+    ]);
+  }
+  if (isObject(parsed) && isObject(parsed.log) && Array.isArray(parsed.log.entries) && parsed.log.entries.length)
+    return fromHar(parsed);
+  if (isObject(parsed) && (parsed.item || parsed.info?.schema)) {
+    const item = findPostmanItem(parsed);
+    if (!item) throw new Error('The Postman collection has no request in it.');
+    return fromPostman(item);
+  }
+  if (
+    isObject(parsed) &&
+    isObject(parsed.request) &&
+    (parsed.request.url || parsed.request.method || parsed.request.header)
+  )
+    return fromPostman(parsed);
+  if (isObject(parsed) && [
+      'method',
+      'httpMethod',
+      'url',
+      'endpoint',
+      'uri',
+      'headers',
+      'queryParams',
+      'requestBody',
+      'payload'
+    ].some((k) => k in parsed) && !('statuses' in parsed)) {
+    return fromDefinition(parsed);
+  }
+  // A bare JSON payload.
+  return finishRequest(
+    'JSON payload',
+    undefined,
+    undefined,
+    undefined,
+    undefined,
+    [],
+    JSON.stringify(parsed, null, 2),
+    'application/json',
+    []
+  );
+}
+
+// ── public: response side ───────────────────────────────────────────────────
+
+export function parseResponseText(text: string): ImportedResponse {
+  const t = (text ?? '').trim();
+  if (!t) throw new Error('Nothing to read - paste the response or choose a file.');
+  const parsed = tryJson(t);
+  if (parsed === undefined) {
+    return {
+      source: 'Raw text',
+      headers: [],
+      body: t,
+      notes: ['The text is not JSON; it was kept as the response body.']
+    };
+  }
+  if (isObject(parsed) && isObject(parsed.log) && Array.isArray(parsed.log.entries) && parsed.log.entries.length) {
+    return (
+      fromHar(parsed).response ?? { source: 'HAR capture', headers: [], notes: ['The HAR entry has no response.'] }
+    );
+  }
+  if (isObject(parsed) && (parsed.item || parsed.info?.schema)) {
+    const item = findPostmanItem(parsed);
+    const res = item ? fromPostman(item).response : undefined;
+    if (!res) throw new Error('The Postman collection has no saved response.');
+    return res;
+  }
+  if (isObject(parsed) && Array.isArray(parsed.response) && parsed.response.length && (parsed.request || parsed.name)) {
+    return postmanResponse(parsed.response[0]);
+  }
+  if (isObject(parsed) && [
+      'status',
+      'statusCode',
+      'headers',
+      'responseHeaders',
+      'responseBody',
+      'errorBody'
+    ].some(
+      (k) => k in parsed
+    ) && ('body' in parsed || 'responseBody' in parsed || 'headers' in parsed || 'responseHeaders' in parsed || 'errorBody' in parsed || 'data' in parsed)) {
+    const r = definitionResponse({
+      status: parsed.status ?? parsed.statusCode,
+      responseHeaders: parsed.responseHeaders ?? parsed.headers,
+      responseBody: parsed.responseBody ?? parsed.body ?? parsed.data,
+      errorBody: parsed.errorBody
+    });
+    if (r) return r;
+  }
+  return { source: 'JSON body', headers: [], body: JSON.stringify(parsed, null, 2), notes: [] };
+}
+
+// ── JSON → mapping rows ─────────────────────────────────────────────────────
+
+export interface JsonLeaf {
+  path: string;
+  value: unknown;
+}
+
+/** Every value in a JSON document with its path: `a.b[0].c`. Only the first item of an array is walked. */
+export function flatten(json: unknown, prefix = ''): JsonLeaf[] {
+  const out: JsonLeaf[] = [];
+  if (Array.isArray(json)) {
+    if (json.length) out.push(...flatten(json[0], `${prefix}[0]`));
+  } else if (isObject(json)) {
+    for (const [
+      k,
+      v
+    ] of Object.entries(json)) {
+      out.push(...flatten(v, prefix ? `${prefix}.${k}` : k));
+    }
+  } else if (prefix) {
+    out.push({ path: prefix, value: json });
+  }
+  return out;
+}
+
+function lastKey(path: string): string {
+  const m = /([A-Za-z0-9_$-]+)(\[\d+\])*$/.exec(path);
+  return m ? m[1] : path;
+}
+
+const norm = (s: string) => s.toLowerCase().replace(/[^a-z0-9]/g, '');
+
+const REQUEST_GUESS: [RegExp, string, boolean][] = [
+  [
+    /^(mobile|mobiles|mobileno|mobilenumber|msisdn|phone|phoneno|phonenumber|to|destination|recipient|recipients|number|contact)$/,
+    'customer.mobile',
+    true
+  ],
+  [
+    /^(templateid|template|templatename|dlttemplateid|flowid)$/,
+    'message.templateId',
+    true
+  ],
+  [
+    /^(message|text|body|content|sms|msg|smstext|var1|messagetext)$/,
+    'message.text',
+    true
+  ],
+  [
+    /^(sender|senderid|from|source|shortcode)$/,
+    'bank.senderId',
+    false
+  ],
+  [
+    /^(email|emailid|mail|emailaddress)$/,
+    'customer.email',
+    false
+  ],
+  [
+    /^(customername|fullname|firstname|name)$/,
+    'customer.name',
+    false
+  ],
+  [
+    /^(otp|code|pin)$/,
+    'message.otp',
+    false
+  ],
+  [
+    /^(pan|pannumber)$/,
+    'customer.pan',
+    false
+  ],
+  [
+    /^(aadhaar|aadhar|aadhaarnumber)$/,
+    'customer.aadhaar',
+    false
+  ],
+  [
+    /^(dob|dateofbirth|birthdate)$/,
+    'customer.dob',
+    false
+  ],
+  [
+    /^(membercode|memberid|memberreference)$/,
+    'bank.memberCode',
+    false
+  ],
+  [
+    /^(accountno|accountnumber|acno|account)$/,
+    'account.number',
+    false
+  ],
+  [
+    /^(cif|customerid|clientid|cifno)$/,
+    'customer.cif',
+    false
+  ],
+  [
+    /^(amount|amt|txnamount|transactionamount)$/,
+    'txn.amount',
+    false
+  ],
+  [
+    /^(txnid|transactionid|transactionreference|txnref)$/,
+    'txn.reference',
+    false
+  ],
+  [
+    /^(txndate|transactiondate)$/,
+    'txn.date',
+    false
+  ],
+  [
+    /^(fromdate|startdate|datefrom)$/,
+    'request.fromDate',
+    false
+  ],
+  [
+    /^(todate|enddate|dateto)$/,
+    'request.toDate',
+    false
+  ],
+  [
+    /^(reference|referenceno|referencenumber|ref|requestid|clientreference|correlationid)$/,
+    'request.reference',
+    false
+  ],
+  [
+    /^(tenantidentifier|tenantid)$/,
+    'tenant.identifier',
+    false
+  ],
+  [
+    /^(providerid)$/,
+    'sms.providerId',
+    false
+  ]
+];
+
+function guessTransform(cbsField: string, value: unknown): string {
+  if (cbsField === 'customer.mobile') return 'DIGITS_ONLY';
+  if (cbsField === 'customer.email') return 'LOWER';
+  if (cbsField === 'bank.senderId') return 'UPPER';
+  if (cbsField === 'txn.amount') return 'NUMBER';
+  if (typeof value === 'boolean') return 'BOOLEAN';
+  if (typeof value === 'number') return 'NUMBER';
+  if (typeof value === 'string') {
+    if (/^\d{8}$/.test(value) && cbsField.includes('Date')) return 'DATE_DDMMYYYY';
+    if (/^\d{4}-\d{2}-\d{2}/.test(value)) return 'DATE_YYYY_MM_DD';
+  }
+  return 'NONE';
+}
+
+/**
+ * A first mapping for a request payload: each value that looks like a known CBS field (mobile, message, template,
+ * sender ...) becomes "CBS field → path"; every other value becomes a fixed value at its path, so the whole payload is
+ * reproduced. Review and adjust.
+ */
+export function guessRequestRows(bodyText: string): ApiMappingRow[] {
+  const parsed = tryJson(bodyText);
+  if (parsed === undefined || typeof parsed !== 'object' || parsed === null) return [];
+  const rows: ApiMappingRow[] = [];
+  const used = new Set<string>();
+  for (const leaf of flatten(parsed)) {
+    const key = norm(lastKey(leaf.path));
+    const hit = REQUEST_GUESS.find(([re]) => re.test(key));
+    if (hit && !used.has(hit[1])) {
+      used.add(hit[1]);
+      rows.push({
+        from: hit[1],
+        to: leaf.path,
+        transform: guessTransform(hit[1], leaf.value),
+        defaultValue: '',
+        mandatory: hit[2]
+      });
+    } else {
+      rows.push({
+        from: '',
+        to: leaf.path,
+        transform: guessTransform('', leaf.value),
+        defaultValue: leaf.value === null ? '' : String(leaf.value),
+        mandatory: false
+      });
+    }
+  }
+  return rows.filter((r) => r.from || r.defaultValue);
+}
+
+/**
+ * A first mapping for a response body: every value at its path → a CBS field named after the vendor and the key
+ * (`sms.messageId`). Ids / references are marked required.
+ */
+export function guessResponseRows(bodyText: string, vendorCode: string): ApiMappingRow[] {
+  const parsed = tryJson(bodyText);
+  if (parsed === undefined || typeof parsed !== 'object' || parsed === null) return [];
+  const prefix = vendorCode.toLowerCase().split('_')[0] || 'vendor';
+  const rows: ApiMappingRow[] = [];
+  const used = new Set<string>();
+  for (const leaf of flatten(parsed)) {
+    const key = lastKey(leaf.path);
+    const n = norm(key);
+    let target: string;
+    if (/^(messageid|msgid|id|reference|requestid|referenceid|messageid)$/.test(n)) target = 'reference';
+    else if (/^(status|state|result|type)$/.test(n)) target = 'status';
+    else if (/^(error|errormessage|errormsg|reason|detail|description)$/.test(n)) target = 'error';
+    else target = key.replace(/[^A-Za-z0-9]+(.)?/g, (_m, c: string) => (c ? c.toUpperCase() : ''));
+    let to = `${prefix}.${target}`;
+    for (let i = 2; used.has(to); i++) to = `${prefix}.${target}${i}`;
+    used.add(to);
+    rows.push({
+      from: leaf.path,
+      to,
+      transform: target === 'status' ? 'UPPER' : guessTransform('', leaf.value),
+      defaultValue: '',
+      mandatory: target === 'reference'
+    });
+  }
+  return rows;
+}
+
+export function secretNote(rows: KeyValue[]): string | null {
+  const n = rows.filter((r) => r.secret).length;
+  return n ? `${n} credential value(s) were hidden.` : null;
+}
+
+export { kv };

src/app/api-management/api-key-value-editor/api-key-value-editor.component.html

@@ -0,0 +1,61 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+@if (!rows.length) {
+  <div class="muted" style="font-size: 12px; margin-bottom: 6px">{{ emptyText }}</div>
+} @else {
+  <div class="cic-table-wrap">
+    <table class="cic-table">
+      <thead>
+        <tr>
+          <th style="width: 34px">On</th>
+          <th>{{ keyLabel }}</th>
+          <th>{{ valueLabel }}</th>
+          <th>Note</th>
+          <th style="width: 60px">Secret</th>
+          @if (!fixedKeys) {
+            <th style="width: 40px"></th>
+          }
+        </tr>
+      </thead>
+      <tbody>
+        @for (r of rows; track $index; let i = $index) {
+          <tr>
+            <td style="text-align: center">
+              <input type="checkbox" [(ngModel)]="r.enabled" style="width: auto" />
+            </td>
+            <td>
+              <input class="cic-mono" [(ngModel)]="r.key" [placeholder]="keyPlaceholder" [readonly]="fixedKeys" />
+            </td>
+            <td>
+              <input
+                class="cic-mono"
+                [type]="r.secret ? 'password' : 'text'"
+                [(ngModel)]="r.value"
+                [placeholder]="valuePlaceholder"
+                autocomplete="off"
+              />
+            </td>
+            <td><input [(ngModel)]="r.description" /></td>
+            <td style="text-align: center">
+              <input type="checkbox" [(ngModel)]="r.secret" style="width: auto" title="Show the value masked" />
+            </td>
+            @if (!fixedKeys) {
+              <td>
+                <button class="cic-btn sm danger" (click)="remove(i)">✕</button>
+              </td>
+            }
+          </tr>
+        }
+      </tbody>
+    </table>
+  </div>
+}
+@if (!fixedKeys) {
+  <button class="cic-btn sm" style="margin-top: 8px" (click)="add()">{{ addLabel }}</button>
+}

src/app/api-management/api-key-value-editor/api-key-value-editor.component.ts

@@ -0,0 +1,44 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { CommonModule } from '@angular/common';
+import { Component, Input } from '@angular/core';
+import { FormsModule } from '@angular/forms';
+
+import { KeyValue } from '../api-management.service';
+
+/** An editable table of name / value pairs: headers, query parameters, path parameters. Edits the array in place. */
+@Component({
+  selector: 'mifosx-api-key-value-editor',
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule
+  ],
+  templateUrl: './api-key-value-editor.component.html',
+  styleUrls: ['../../credit-bureau/cic-shared.scss']
+})
+export class ApiKeyValueEditorComponent {
+  @Input() rows: KeyValue[] = [];
+  @Input() keyLabel = 'Name';
+  @Input() valueLabel = 'Value';
+  @Input() keyPlaceholder = '';
+  @Input() valuePlaceholder = '';
+  @Input() addLabel = '+ Add';
+  /** Path parameters come from the path itself; the names cannot be edited or removed. */
+  @Input() fixedKeys = false;
+  @Input() emptyText = 'None.';
+
+  add(): void {
+    this.rows.push({ key: '', value: '', description: '', enabled: true, secret: false });
+  }
+
+  remove(i: number): void {
+    this.rows.splice(i, 1);
+  }
+}

src/app/api-management/api-log-detail/api-log-detail.component.html

@@ -0,0 +1,55 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+@if (log) {
+  <div class="cic-modal-backdrop" (click)="closed.emit()">
+    <div class="cic-modal" style="width: min(1100px, 100%)" (click)="$event.stopPropagation()">
+      <h3>
+        {{ log.vendorName }} · {{ log.apiName }}
+        <span class="cic-badge" [class.brand]="log.direction === 'IN'" [class.ok]="log.direction === 'OUT'">{{
+          log.direction
+        }}</span>
+        <span class="cic-badge" [class.good]="log.result === 'SUCCESS'" [class.bad]="log.result === 'FAILED'">{{
+          log.result
+        }}</span>
+      </h3>
+      <dl class="cic-kv" style="grid-template-columns: 120px minmax(0, 1fr); margin-bottom: 12px">
+        <dt>Reference</dt>
+        <dd class="cic-mono">{{ log.reference }}</dd>
+        <dt>Call</dt>
+        <dd class="cic-mono">{{ log.method }} {{ log.url }}</dd>
+        <dt>Result</dt>
+        <dd>HTTP {{ log.httpStatus }} in {{ log.durationMs }} ms · {{ log.time | slice: 0 : 16 }}</dd>
+        @if (log.error) {
+          <dt>Error</dt>
+          <dd class="tone-bad">{{ log.error }}</dd>
+        }
+      </dl>
+      <div class="cic-split">
+        <div>
+          <h4 style="margin: 0 0 6px; font-size: 13px">
+            {{ log.direction === 'OUT' ? 'Request headers' : 'Headers received / sent' }}
+            <span class="muted" style="font-weight: 400">(credentials masked)</span>
+          </h4>
+          <pre class="cic-code" style="max-height: 160px">{{ log.requestHeaders }}</pre>
+          <h4 style="margin: 12px 0 6px; font-size: 13px">Request payload</h4>
+          <pre class="cic-code">{{ log.request || '(empty)' }}</pre>
+        </div>
+        <div>
+          <h4 style="margin: 0 0 6px; font-size: 13px">Response headers</h4>
+          <pre class="cic-code" style="max-height: 160px">{{ log.responseHeaders }}</pre>
+          <h4 style="margin: 12px 0 6px; font-size: 13px">Response body</h4>
+          <pre class="cic-code">{{ log.response || '(empty)' }}</pre>
+        </div>
+      </div>
+      <div class="foot">
+        <button class="cic-btn" (click)="closed.emit()">Close</button>
+      </div>
+    </div>
+  </div>
+}

src/app/api-management/api-log-detail/api-log-detail.component.ts

@@ -0,0 +1,25 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { CommonModule } from '@angular/common';
+import { Component, EventEmitter, Input, Output } from '@angular/core';
+
+import { ApiLog } from '../api-management.service';
+
+/** One API call: what was sent and what came back. */
+@Component({
+  selector: 'mifosx-api-log-detail',
+  standalone: true,
+  imports: [CommonModule],
+  templateUrl: './api-log-detail.component.html',
+  styleUrls: ['../../credit-bureau/cic-shared.scss']
+})
+export class ApiLogDetailComponent {
+  @Input() log: ApiLog | null = null;
+  @Output() closed = new EventEmitter<void>();
+}

src/app/api-management/api-logs/api-logs.component.html

@@ -0,0 +1,122 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cic-page">
+  <div class="cic-head">
+    <div>
+      <h1>API Call Logs</h1>
+      <p>Every API call the CBS made (OUT) or received (IN), across all vendors, with its request and response.</p>
+    </div>
+    <div class="cic-actions">
+      <a class="cic-btn" routerLink="/api-management/vendors">← All vendors</a>
+    </div>
+  </div>
+
+  <div class="cic-card">
+    <div class="cic-grid cols-4" style="align-items: end">
+      <div class="cic-field">
+        <label>Vendor</label>
+        <select [(ngModel)]="filter.vendorId">
+          <option value="">All vendors</option>
+          @for (v of vendors; track v.id) {
+            <option [value]="v.id">{{ v.name }}</option>
+          }
+        </select>
+      </div>
+      <div class="cic-field">
+        <label>Direction</label>
+        <select [(ngModel)]="filter.direction">
+          <option value="">IN and OUT</option>
+          <option value="IN">IN — received</option>
+          <option value="OUT">OUT — sent</option>
+        </select>
+      </div>
+      <div class="cic-field">
+        <label>Result</label>
+        <select [(ngModel)]="filter.result">
+          <option value="">All</option>
+          <option value="SUCCESS">Success</option>
+          <option value="FAILED">Failed</option>
+        </select>
+      </div>
+      <div class="cic-field">
+        <label>Search</label>
+        <input [(ngModel)]="filter.search" (keyup.enter)="apply()" placeholder="Reference, API, path" />
+      </div>
+    </div>
+    <div class="cic-actions" style="margin-top: 12px; justify-content: flex-end">
+      <button class="cic-btn" (click)="reset()">Reset</button>
+      <button class="cic-btn primary" (click)="apply()">Apply</button>
+    </div>
+  </div>
+
+  <div class="cic-card">
+    <h2>
+      {{ total }} call(s)
+      <span class="cic-card-sub">
+        <span class="tone-good">{{ success }} success</span> ·
+        <span [class.tone-bad]="failed > 0">{{ failed }} failed</span>
+      </span>
+    </h2>
+    @if (loading && !items.length) {
+      <div class="cic-empty">Loading…</div>
+    } @else if (!items.length) {
+      <div class="cic-empty">No call matches the filter.</div>
+    } @else {
+      <div class="cic-table-wrap">
+        <table class="cic-table">
+          <thead>
+            <tr>
+              <th>Time</th>
+              <th>Vendor</th>
+              <th>API</th>
+              <th>Direction</th>
+              <th>Call</th>
+              <th>HTTP</th>
+              <th class="num">ms</th>
+              <th>Result</th>
+              <th>Reference</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (l of items; track l.id) {
+              <tr class="clickable" (click)="openLog = l">
+                <td>{{ l.time | slice: 0 : 16 }}</td>
+                <td>{{ l.vendorName }}</td>
+                <td>{{ l.apiName }}</td>
+                <td>
+                  <span class="cic-badge" [class.brand]="l.direction === 'IN'" [class.ok]="l.direction === 'OUT'">{{
+                    l.direction
+                  }}</span>
+                </td>
+                <td class="cic-mono" style="font-size: 12px">{{ l.method }} {{ l.path }}</td>
+                <td>{{ l.httpStatus }}</td>
+                <td class="num">{{ l.durationMs }}</td>
+                <td>
+                  <span class="cic-badge" [class.good]="l.result === 'SUCCESS'" [class.bad]="l.result === 'FAILED'">{{
+                    l.result
+                  }}</span>
+                </td>
+                <td class="cic-mono" style="font-size: 12px">{{ l.reference }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+      <div class="cic-pager">
+        <span>{{ offset + 1 }}–{{ offset + items.length }} of {{ total }}</span>
+        <span class="cic-actions">
+          <button class="cic-btn sm" (click)="page(-1)" [disabled]="offset === 0">Previous</button>
+          <button class="cic-btn sm" (click)="page(1)" [disabled]="offset + limit >= total">Next</button>
+        </span>
+      </div>
+    }
+  </div>
+</div>
+
+<mifosx-api-log-detail [log]="openLog" (closed)="openLog = null"></mifosx-api-log-detail>

src/app/api-management/api-logs/api-logs.component.ts

@@ -0,0 +1,77 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { CommonModule } from '@angular/common';
+import { Component, OnInit, inject } from '@angular/core';
+import { FormsModule } from '@angular/forms';
+import { ActivatedRoute, RouterModule } from '@angular/router';
+
+import { ApiLogDetailComponent } from '../api-log-detail/api-log-detail.component';
+import { ApiLog, ApiManagementService, ApiVendor } from '../api-management.service';
+
+/** Every API call, IN and OUT, across all vendors, with its request and response. */
+@Component({
+  selector: 'mifosx-api-logs',
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule,
+    ApiLogDetailComponent
+  ],
+  templateUrl: './api-logs.component.html',
+  styleUrls: ['../../credit-bureau/cic-shared.scss']
+})
+export class ApiLogsComponent implements OnInit {
+  private service = inject(ApiManagementService);
+  private route = inject(ActivatedRoute);
+
+  vendors: ApiVendor[] = [];
+  filter = { vendorId: '', direction: '', result: '', search: '' };
+  items: ApiLog[] = [];
+  total = 0;
+  success = 0;
+  failed = 0;
+  offset = 0;
+  readonly limit = 15;
+  loading = false;
+  openLog: ApiLog | null = null;
+
+  ngOnInit(): void {
+    const vendorId = this.route.snapshot.queryParamMap.get('vendorId');
+    if (vendorId) this.filter.vendorId = vendorId;
+    this.service.vendors().subscribe((v) => (this.vendors = v));
+    this.load();
+  }
+
+  load(): void {
+    this.loading = true;
+    this.service.logs({ ...this.filter, offset: this.offset, limit: this.limit }).subscribe((r) => {
+      this.items = r.items;
+      this.total = r.total;
+      this.success = r.success;
+      this.failed = r.failed;
+      this.loading = false;
+    });
+  }
+
+  apply(): void {
+    this.offset = 0;
+    this.load();
+  }
+
+  reset(): void {
+    this.filter = { vendorId: '', direction: '', result: '', search: '' };
+    this.apply();
+  }
+
+  page(delta: number): void {
+    this.offset = Math.max(0, this.offset + delta * this.limit);
+    this.load();
+  }
+}

src/app/api-management/api-management-routing.module.ts

@@ -0,0 +1,58 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { NgModule } from '@angular/core';
+import { Routes, RouterModule } from '@angular/router';
+
+import { Route } from '../core/route/route.service';
+import { ApiVendorsComponent } from './api-vendors/api-vendors.component';
+import { ApiVendorSetupComponent } from './api-vendor-setup/api-vendor-setup.component';
+import { ApiLogsComponent } from './api-logs/api-logs.component';
+
+const routes: Routes = [
+  Route.withShell([
+    {
+      path: 'api-management',
+      data: { title: 'API Management', breadcrumb: 'API Management' },
+      children: [
+        {
+          path: '',
+          redirectTo: 'vendors',
+          pathMatch: 'full'
+        },
+        {
+          path: 'vendors',
+          data: { breadcrumb: 'Vendors' },
+          children: [
+            {
+              path: '',
+              component: ApiVendorsComponent,
+              data: { title: 'API Vendors & Setup' }
+            },
+            {
+              path: ':id',
+              component: ApiVendorSetupComponent,
+              data: { title: 'Vendor Setup', breadcrumb: 'Setup' }
+            }
+          ]
+        },
+        {
+          path: 'logs',
+          component: ApiLogsComponent,
+          data: { title: 'API Call Logs', breadcrumb: 'Call Logs' }
+        }
+      ]
+    }
+  ])
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class ApiManagementRoutingModule {}

src/app/api-management/api-management.module.ts

@@ -0,0 +1,29 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { NgModule } from '@angular/core';
+
+import { SharedModule } from '../shared/shared.module';
+import { ApiManagementRoutingModule } from './api-management-routing.module';
+import { ApiVendorsComponent } from './api-vendors/api-vendors.component';
+import { ApiVendorSetupComponent } from './api-vendor-setup/api-vendor-setup.component';
+import { ApiLogsComponent } from './api-logs/api-logs.component';
+import { ApiLogDetailComponent } from './api-log-detail/api-log-detail.component';
+
+/** API Management: connect any outside API service (CIC, SMS, WhatsApp ...) - vendor, work, API set, IN / OUT. */
+@NgModule({
+  imports: [
+    SharedModule,
+    ApiManagementRoutingModule,
+    ApiVendorsComponent,
+    ApiVendorSetupComponent,
+    ApiLogsComponent,
+    ApiLogDetailComponent
+  ]
+})
+export class ApiManagementModule {}

src/app/api-management/api-vendor-setup/api-vendor-setup.component.html

@@ -0,0 +1,777 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cic-page">
+  <div class="cic-head">
+    <div>
+      <h1>{{ vendor?.name || 'Vendor setup' }}</h1>
+      <p>{{ vendor?.work }}</p>
+    </div>
+    <div class="cic-actions">
+      @if (vendor) {
+        <span class="cic-badge" [class.good]="vendor.active">{{ vendor.active ? 'Active' : 'Switched off' }}</span>
+        <span
+          class="cic-badge"
+          [class.warn]="vendor.environment === 'SIMULATOR'"
+          [class.good]="vendor.environment === 'PRODUCTION'"
+          >{{ vendor.environment }}</span
+        >
+      }
+      <a class="cic-btn" routerLink="/api-management/vendors">← All vendors</a>
+    </div>
+  </div>
+
+  @if (error && !editing && !importOpen) {
+    <div class="cic-alert error">{{ error }}</div>
+  }
+  @if (info && !editing) {
+    <div class="cic-alert success">{{ info }}</div>
+  }
+  @if (loading && !vendor) {
+    <div class="cic-card cic-empty">Loading…</div>
+  }
+
+  @if (vendor) {
+    @if (vendor.configNote) {
+      <div class="cic-alert info">{{ vendor.configNote }}</div>
+    }
+    @if (vendor.links.length) {
+      <div class="cic-alert info">
+        {{ vendor.code }} also has its own screens:
+        @for (l of vendor.links; track l.route) {
+          <a class="cic-btn sm" style="margin-left: 6px" [routerLink]="l.route">{{ l.label }}</a>
+        }
+      </div>
+    }
+
+    <div class="cic-tabs">
+      <button [class.active]="tab === 'connection'" (click)="tab = 'connection'">1 · Connection</button>
+      <button [class.active]="tab === 'apis'" (click)="tab = 'apis'">2 · API set ({{ vendor.apis.length }})</button>
+      <button [class.active]="tab === 'test'" (click)="tab = 'test'">3 · Test</button>
+      <button [class.active]="tab === 'calls'" (click)="tab = 'calls'; loadCalls()">Recent calls</button>
+    </div>
+
+    <!-- CONNECTION -->
+    @if (tab === 'connection') {
+      <div class="cic-card">
+        <h2>Vendor and connection</h2>
+        <div class="cic-grid cols-2">
+          <div class="cic-field">
+            <label>Vendor name</label>
+            <input [(ngModel)]="form.name" />
+          </div>
+          <div class="cic-field">
+            <label>Environment</label>
+            <select [(ngModel)]="form.environment">
+              <option value="SIMULATOR">SIMULATOR — no network call</option>
+              <option value="UAT">UAT — vendor's test environment</option>
+              <option value="PRODUCTION">PRODUCTION — live</option>
+            </select>
+          </div>
+          <div class="cic-field" style="grid-column: 1 / -1">
+            <label>Work — what this vendor is used for</label>
+            <input [(ngModel)]="form.work" />
+          </div>
+          <div class="cic-field" style="grid-column: 1 / -1">
+            <label>Base URL</label>
+            <input class="cic-mono" [(ngModel)]="form.baseUrl" placeholder="https://api.vendor.example/v1" />
+            <span class="hint">Every OUT / pull API path is added to this. PRODUCTION needs https://.</span>
+          </div>
+          <div class="cic-field">
+            <label>Authentication</label>
+            <select [(ngModel)]="form.authType">
+              @for (a of authTypes; track a.key) {
+                <option [value]="a.key">{{ a.label }}</option>
+              }
+            </select>
+          </div>
+          @if (form.authType === 'BASIC') {
+            <div class="cic-field">
+              <label>User id</label>
+              <input [(ngModel)]="form.username" autocomplete="off" />
+            </div>
+          }
+          @if (form.authType === 'API_KEY') {
+            <div class="cic-field">
+              <label>API key header name</label>
+              <input class="cic-mono" [(ngModel)]="form.apiKeyHeader" />
+            </div>
+          }
+          @if (needsSecret()) {
+            <div class="cic-field">
+              <label>{{ secretLabel() }}</label>
+              <input
+                type="password"
+                [(ngModel)]="form.secret"
+                autocomplete="new-password"
+                [placeholder]="vendor.hasSecret ? '•••••• stored — leave blank to keep' : 'Enter to store (encrypted)'"
+              />
+              @if (vendor.hasSecret) {
+                <label style="display: flex; gap: 6px; align-items: center; font-weight: 500; font-size: 12px">
+                  <input type="checkbox" [(ngModel)]="form.clearSecret" style="width: auto" /> Remove the stored
+                  credential
+                </label>
+              }
+            </div>
+          }
+          <div class="cic-field">
+            <label>Sender / member id</label>
+            <input [(ngModel)]="form.senderId" />
+            <span class="hint"
+              >The bank's id at this vendor (SMS sender id, WhatsApp number id, CIC member code …).</span
+            >
+          </div>
+          <div class="cic-field">
+            <label>Timeout (ms)</label>
+            <input type="number" min="1000" max="300000" [(ngModel)]="form.timeoutMs" />
+          </div>
+          <div class="cic-field">
+            <label>Retries on failure</label>
+            <input type="number" min="0" max="5" [(ngModel)]="form.retries" />
+          </div>
+          <label style="display: flex; gap: 8px; align-items: center; font-size: 13px">
+            <input type="checkbox" [(ngModel)]="form.active" /> Vendor active
+          </label>
+        </div>
+
+        <h4 style="margin: 18px 0 6px; font-size: 13px">
+          Default headers
+          <span class="muted" style="font-weight: 400"
+            >— sent on every API of this vendor (an API can override one)</span
+          >
+        </h4>
+        <mifosx-api-key-value-editor
+          [rows]="form.defaultHeaders"
+          keyLabel="Header"
+          keyPlaceholder="Accept"
+          addLabel="+ Add header"
+          emptyText="No default header."
+        ></mifosx-api-key-value-editor>
+
+        <div class="cic-actions" style="margin-top: 16px">
+          <button class="cic-btn primary" (click)="saveConnection()" [disabled]="saving">
+            {{ saving ? 'Saving…' : 'Save connection' }}
+          </button>
+          <button class="cic-btn" (click)="tab = 'apis'">Next: API set →</button>
+        </div>
+      </div>
+    }
+
+    <!-- API SET -->
+    @if (tab === 'apis') {
+      <div class="cic-card">
+        <h2>
+          API set
+          <span class="cic-actions">
+            <button class="cic-btn sm" (click)="newApi('OUT')">+ OUT API (CBS calls vendor)</button>
+            <button class="cic-btn sm" (click)="newApi('IN')">+ IN API (data comes into CBS)</button>
+          </span>
+        </h2>
+        @if (!vendor.apis.length) {
+          <div class="cic-empty">
+            No API yet. Add one, then fill it in by hand or read it from a JSON / cURL / Postman file.
+          </div>
+        } @else {
+          <div class="cic-table-wrap">
+            <table class="cic-table">
+              <thead>
+                <tr>
+                  <th>API</th>
+                  <th>Direction</th>
+                  <th>Call</th>
+                  <th>Used for</th>
+                  <th>Headers / query</th>
+                  <th>Mapping</th>
+                  <th>Active</th>
+                  <th></th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (a of vendor.apis; track a.id) {
+                  <tr>
+                    <td>
+                      <b>{{ a.name }}</b>
+                    </td>
+                    <td>
+                      <span class="cic-badge" [class.brand]="a.direction === 'IN'" [class.ok]="a.direction === 'OUT'">{{
+                        a.direction
+                      }}</span>
+                      @if (a.mode) {
+                        <span class="muted" style="font-size: 11px"> {{ a.mode === 'PULL' ? 'pull' : 'push' }}</span>
+                      }
+                    </td>
+                    <td class="cic-mono" style="font-size: 12px">{{ a.method }} {{ a.path }}</td>
+                    <td style="max-width: 260px; white-space: normal">{{ a.usedFor }}</td>
+                    <td>{{ a.headers.length }} / {{ a.queryParams.length }}</td>
+                    <td>{{ a.requestRows.length }} / {{ a.responseRows.length }}</td>
+                    <td>
+                      <span class="cic-badge" [class.good]="a.active">{{ a.active ? 'Yes' : 'Off' }}</span>
+                    </td>
+                    <td style="white-space: nowrap">
+                      <button class="cic-btn sm" (click)="editApi(a)">Edit</button>
+                      <button class="cic-btn sm danger" (click)="deleteApi(a)">✕</button>
+                    </td>
+                  </tr>
+                }
+              </tbody>
+            </table>
+          </div>
+        }
+      </div>
+    }
+
+    <!-- TEST -->
+    @if (tab === 'test') {
+      <div class="cic-card">
+        <h2>
+          Test an API
+          <span class="cic-card-sub">simulated — nothing is sent to the vendor; the result is added to the logs</span>
+        </h2>
+        @if (!vendor.apis.length) {
+          <div class="cic-empty">Add an API first.</div>
+        } @else {
+          <div class="cic-field" style="max-width: 420px">
+            <label>API</label>
+            <select [(ngModel)]="testApiId" (ngModelChange)="fillTestBody()">
+              @for (a of vendor.apis; track a.id) {
+                <option [ngValue]="a.id">{{ a.direction }} · {{ a.name }}</option>
+              }
+            </select>
+          </div>
+          @if (testPreview; as p) {
+            <h4 style="margin: 14px 0 6px; font-size: 13px">The request</h4>
+            <pre class="cic-code" style="max-height: 200px">{{ p.method }} {{ p.url }}
+@for (h of p.headers; track h.key) {
+{{ h.key }}: {{ h.value }}
+}</pre>
+          }
+          <div class="cic-field" style="margin-top: 12px">
+            <label>Request body</label>
+            <textarea class="cic-mono" rows="9" [(ngModel)]="testBody"></textarea>
+          </div>
+          <button class="cic-btn primary" style="margin-top: 12px" (click)="runTest()" [disabled]="testing">
+            {{ testing ? 'Sending…' : 'Send test' }}
+          </button>
+        }
+      </div>
+      @if (testResult) {
+        <div class="cic-alert success">
+          {{ testResult.reference }} — HTTP {{ testResult.httpStatus }} in {{ testResult.durationMs }} ms
+        </div>
+        <div class="cic-split">
+          <div class="cic-card">
+            <h2>Response headers</h2>
+            <pre class="cic-code">{{ testResult.responseHeaders }}</pre>
+          </div>
+          <div class="cic-card">
+            <h2>Response body</h2>
+            <pre class="cic-code">{{ testResult.response || '(empty)' }}</pre>
+          </div>
+        </div>
+      }
+    }
+
+    <!-- RECENT CALLS -->
+    @if (tab === 'calls') {
+      <div class="cic-card">
+        <h2>
+          Recent calls
+          <a class="cic-btn sm" routerLink="/api-management/logs" [queryParams]="{ vendorId: vendor.id }">All logs</a>
+        </h2>
+        @if (!calls.length) {
+          <div class="cic-empty">No call yet.</div>
+        } @else {
+          <div class="cic-table-wrap">
+            <table class="cic-table">
+              <thead>
+                <tr>
+                  <th>Time</th>
+                  <th>API</th>
+                  <th>Direction</th>
+                  <th>HTTP</th>
+                  <th class="num">ms</th>
+                  <th>Result</th>
+                  <th>Reference</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (l of calls; track l.id) {
+                  <tr class="clickable" (click)="openLog = l">
+                    <td>{{ l.time | slice: 0 : 16 }}</td>
+                    <td>{{ l.apiName }}</td>
+                    <td>
+                      <span class="cic-badge" [class.brand]="l.direction === 'IN'" [class.ok]="l.direction === 'OUT'">{{
+                        l.direction
+                      }}</span>
+                    </td>
+                    <td>{{ l.httpStatus }}</td>
+                    <td class="num">{{ l.durationMs }}</td>
+                    <td>
+                      <span
+                        class="cic-badge"
+                        [class.good]="l.result === 'SUCCESS'"
+                        [class.bad]="l.result === 'FAILED'"
+                        >{{ l.result }}</span
+                      >
+                    </td>
+                    <td class="cic-mono" style="font-size: 12px">{{ l.reference }}</td>
+                  </tr>
+                }
+              </tbody>
+            </table>
+          </div>
+        }
+      </div>
+    }
+  }
+</div>
+
+<!-- API editor -->
+@if (editing) {
+  <div class="cic-modal-backdrop" (click)="editing = null">
+    <div class="cic-modal" style="width: min(1100px, 100%)" (click)="$event.stopPropagation()">
+      <div style="display: flex; justify-content: space-between; gap: 12px; align-items: flex-start">
+        <h3 style="margin: 0">
+          {{ isNewApi ? 'New' : 'Edit' }} API
+          <span class="cic-badge" [class.brand]="editing.direction === 'IN'" [class.ok]="editing.direction === 'OUT'">{{
+            editing.direction
+          }}</span>
+          @if (editing.mode) {
+            <span class="muted" style="font-size: 12px; font-weight: 500">
+              {{ editing.mode === 'PULL' ? 'pull' : 'push' }}</span
+            >
+          }
+        </h3>
+        <button class="cic-btn sm primary" (click)="openImport()">⬆ Import from JSON / cURL / Postman</button>
+      </div>
+      <p class="muted" style="font-size: 12px; margin: 6px 0 10px">
+        @if (editing.direction === 'OUT') {
+          OUT — the CBS calls the vendor: fill the request it sends and the response it expects.
+        } @else if (editing.mode === 'PULL') {
+          IN (pull) — the CBS asks the vendor for data on a schedule: fill the request it sends and the response it
+          reads.
+        } @else {
+          IN (push) — the vendor calls a CBS path: fill what the vendor sends us and what we answer.
+        }
+        Type everything in, or read it from a file with the import button — then check each tab.
+      </p>
+
+      @if (info) {
+        <div class="cic-alert success">{{ info }}</div>
+      }
+      @if (error) {
+        <div class="cic-alert error">{{ error }}</div>
+      }
+
+      <div class="cic-tabs">
+        <button [class.active]="editorTab === 'basics'" (click)="editorTab = 'basics'">1 · Basics</button>
+        <button [class.active]="editorTab === 'request'" (click)="editorTab = 'request'">
+          2 · {{ outbound ? 'Request' : 'What the vendor sends' }}
+        </button>
+        <button [class.active]="editorTab === 'response'" (click)="editorTab = 'response'">
+          3 · {{ outbound ? 'Response' : 'Our answer' }}
+        </button>
+      </div>
+
+      <!-- BASICS -->
+      @if (editorTab === 'basics') {
+        <div class="cic-grid cols-4">
+          <div class="cic-field" style="grid-column: span 2">
+            <label>API name</label>
+            <input [(ngModel)]="editing.name" placeholder="e.g. Send SMS" />
+          </div>
+          <div class="cic-field">
+            <label>Direction</label>
+            <select [(ngModel)]="editing.direction" (ngModelChange)="directionChanged()">
+              <option value="OUT">OUT — CBS calls vendor</option>
+              <option value="IN">IN — data comes into CBS</option>
+            </select>
+          </div>
+          @if (editing.direction === 'IN') {
+            <div class="cic-field">
+              <label>How data arrives</label>
+              <select [(ngModel)]="editing.mode">
+                <option value="PULL">PULL — CBS asks on a schedule</option>
+                <option value="PUSH">PUSH — vendor calls a CBS path</option>
+              </select>
+            </div>
+          } @else {
+            <div></div>
+          }
+          <div class="cic-field">
+            <label>HTTP method</label>
+            <select [(ngModel)]="editing.method">
+              @for (m of methods; track m) {
+                <option [value]="m">{{ m }}</option>
+              }
+            </select>
+          </div>
+          <div class="cic-field" style="grid-column: span 3">
+            <label>{{ outbound ? "Vendor's API path (after the base URL)" : 'CBS path the vendor calls' }}</label>
+            <input
+              class="cic-mono"
+              [(ngModel)]="editing.path"
+              (ngModelChange)="pathChanged()"
+              placeholder="/messages/send"
+            />
+            <span class="hint"
+              >Use {{ '{' }}name{{ '}' }} for a value that changes, e.g. /v21.0/{{ '{' }}senderId{{
+                '}'
+              }}/messages.</span
+            >
+          </div>
+          <div class="cic-field" style="grid-column: span 3">
+            <label>When is it used</label>
+            <input [(ngModel)]="editing.usedFor" placeholder="e.g. OTP and transaction alerts" />
+          </div>
+          <div class="cic-field">
+            <label>Timeout for this API (ms)</label>
+            <input type="number" min="1000" max="300000" [(ngModel)]="editing.timeoutMs" placeholder="vendor's" />
+          </div>
+          <div class="cic-field">
+            <label>Retries for this API</label>
+            <input type="number" min="0" max="5" [(ngModel)]="editing.retries" placeholder="vendor's" />
+          </div>
+        </div>
+        <label style="display: flex; gap: 8px; align-items: center; font-size: 13px; margin: 12px 0">
+          <input type="checkbox" [(ngModel)]="editing.active" /> API active
+        </label>
+
+        @if (preview(editing); as p) {
+          <h4 style="margin: 14px 0 6px; font-size: 13px">
+            {{ outbound ? 'The call as it will go out' : 'The call the vendor will make to us' }}
+            <span class="muted" style="font-weight: 400"> (credentials masked)</span>
+          </h4>
+          <pre class="cic-code" style="max-height: 220px">{{ p.method }} {{ p.url }}
+@for (h of p.headers; track h.key) {
+{{ h.key }}: {{ h.value }}
+}
+{{ p.body }}</pre>
+        }
+      }
+
+      <!-- REQUEST -->
+      @if (editorTab === 'request') {
+        <h4 style="margin: 4px 0 6px; font-size: 13px">Path parameters</h4>
+        <mifosx-api-key-value-editor
+          [rows]="editing.pathParams"
+          keyLabel="Parameter"
+          valueLabel="Value (a CBS placeholder or fixed value)"
+          [fixedKeys]="true"
+          emptyText="The path has no {name} placeholder."
+        ></mifosx-api-key-value-editor>
+
+        <h4 style="margin: 16px 0 6px; font-size: 13px">Query parameters</h4>
+        <mifosx-api-key-value-editor
+          [rows]="editing.queryParams"
+          keyLabel="Parameter"
+          keyPlaceholder="version"
+          addLabel="+ Add query parameter"
+          emptyText="No query parameter."
+        ></mifosx-api-key-value-editor>
+
+        <h4 style="margin: 16px 0 6px; font-size: 13px">
+          Headers
+          <span class="muted" style="font-weight: 400"
+            >— this API's own; the vendor's default headers and its authentication are added automatically</span
+          >
+        </h4>
+        <mifosx-api-key-value-editor
+          [rows]="editing.headers"
+          keyLabel="Header"
+          keyPlaceholder="X-Request-Id"
+          valuePlaceholder="{{ '{{' }}request.reference{{ '}}' }}"
+          addLabel="+ Add header"
+          emptyText="No header of its own."
+        ></mifosx-api-key-value-editor>
+
+        <div class="cic-grid cols-4" style="margin-top: 16px">
+          <div class="cic-field" style="grid-column: span 2">
+            <label>Content type</label>
+            <select [(ngModel)]="editing.contentType">
+              @for (c of contentTypes; track c.key) {
+                <option [value]="c.key">{{ c.label }}</option>
+              }
+            </select>
+          </div>
+        </div>
+
+        <div class="cic-field" style="margin-top: 12px">
+          <label>{{ outbound ? 'Request payload' : 'Payload the vendor sends us' }}</label>
+          <textarea class="cic-mono" rows="10" [(ngModel)]="editing.requestBody"></textarea>
+          <span class="hint">
+            {{
+              outbound
+                ? 'The constant parts of the payload; the mapping below puts CBS values into it.'
+                : 'A sample of what arrives; the mapping reads values out of it.'
+            }}
+          </span>
+        </div>
+
+        <h4 style="margin: 16px 0 6px; font-size: 13px">
+          {{ mappingTitle('request') }}
+          <span class="muted" style="font-weight: 400; font-size: 12px">
+            · {{ matchedCount('request') }} of {{ editing.requestRows.length }} rows found in the sample
+            {{ 'request' === 'request' ? 'payload' : 'body' }}
+          </span>
+          <button class="cic-btn sm" style="margin-left: 8px" (click)="generateRows('request')">
+            Build rows from the payload
+          </button>
+        </h4>
+        <div class="cic-table-wrap">
+          <table class="cic-table">
+            <thead>
+              <tr>
+                <th>{{ fromLabel('request') }}</th>
+                <th>{{ toLabel('request') }}</th>
+                <th>Transform</th>
+                <th>Fixed / default value</th>
+                <th>In the sample payload</th>
+                <th>Required</th>
+                <th style="width: 40px"></th>
+              </tr>
+            </thead>
+            <tbody>
+              @let requestMatch = sampleMatches('request');
+              @for (r of editing.requestRows; track $index; let i = $index) {
+                <tr>
+                  <td>
+                    @if (fromIsCbs('request')) {
+                      <select [(ngModel)]="r.from">
+                        <option value="">— fixed value (set it on the right) —</option>
+                        @for (f of cbsFields; track f.key) {
+                          <option [value]="f.key">{{ f.label }}</option>
+                        }
+                      </select>
+                    } @else {
+                      <input class="cic-mono" [(ngModel)]="r.from" />
+                    }
+                  </td>
+                  <td><input class="cic-mono" [(ngModel)]="r.to" /></td>
+                  <td>
+                    <select [(ngModel)]="r.transform">
+                      @for (t of transforms; track t.key) {
+                        <option [value]="t.key">{{ t.label }}</option>
+                      }
+                    </select>
+                  </td>
+                  <td><input [(ngModel)]="r.defaultValue" /></td>
+                  <td class="cic-mono" style="font-size: 12px; white-space: nowrap">
+                    @if (requestMatch[i].found) {
+                      <span class="tone-good">✓ {{ requestMatch[i].value }}</span>
+                    } @else if (r.defaultValue) {
+                      <span class="muted">fixed: {{ r.defaultValue }}</span>
+                    } @else {
+                      <span class="tone-bad">✗ {{ requestMatch[i].value || 'no path' }}</span>
+                    }
+                  </td>
+                  <td style="text-align: center">
+                    <input type="checkbox" [(ngModel)]="r.mandatory" style="width: auto" />
+                  </td>
+                  <td><button class="cic-btn sm danger" (click)="removeRow('request', i)">✕</button></td>
+                </tr>
+              }
+            </tbody>
+          </table>
+        </div>
+        <button class="cic-btn sm" style="margin-top: 8px" (click)="addRow('request')">+ Add field</button>
+      }
+
+      <!-- RESPONSE -->
+      @if (editorTab === 'response') {
+        <div class="cic-grid cols-4">
+          <div class="cic-field">
+            <label>Success status code(s)</label>
+            <input class="cic-mono" [(ngModel)]="editing.successCodes" placeholder="200, 202" />
+            <span class="hint">{{
+              outbound ? 'Codes the vendor answers with when it worked.' : 'Codes the CBS answers with.'
+            }}</span>
+          </div>
+        </div>
+
+        <h4 style="margin: 16px 0 6px; font-size: 13px">
+          {{ outbound ? 'Response headers' : 'Headers of our answer' }}
+        </h4>
+        <mifosx-api-key-value-editor
+          [rows]="editing.responseHeaders"
+          keyLabel="Header"
+          keyPlaceholder="Content-Type"
+          addLabel="+ Add header"
+          emptyText="No response header noted."
+        ></mifosx-api-key-value-editor>
+
+        <div class="cic-grid cols-2" style="margin-top: 16px">
+          <div class="cic-field">
+            <label>{{ outbound ? 'Success response body' : 'Our answer body' }}</label>
+            <textarea class="cic-mono" rows="10" [(ngModel)]="editing.responseBody"></textarea>
+          </div>
+          <div class="cic-field">
+            <label>Error response body</label>
+            <textarea class="cic-mono" rows="10" [(ngModel)]="editing.errorBody"></textarea>
+            <span class="hint"
+              >What comes back when it fails (wrong key, rate limit …) — shown in the logs for a failed call.</span
+            >
+          </div>
+        </div>
+
+        <h4 style="margin: 16px 0 6px; font-size: 13px">
+          {{ mappingTitle('response') }}
+          <span class="muted" style="font-weight: 400; font-size: 12px">
+            · {{ matchedCount('response') }} of {{ editing.responseRows.length }} rows found in the sample
+            {{ 'response' === 'request' ? 'payload' : 'body' }}
+          </span>
+          <button class="cic-btn sm" style="margin-left: 8px" (click)="generateRows('response')">
+            Build rows from the body
+          </button>
+        </h4>
+        <div class="cic-table-wrap">
+          <table class="cic-table">
+            <thead>
+              <tr>
+                <th>{{ fromLabel('response') }}</th>
+                <th>{{ toLabel('response') }}</th>
+                <th>Transform</th>
+                <th>Fixed / default value</th>
+                <th>In the sample payload</th>
+                <th>Required</th>
+                <th style="width: 40px"></th>
+              </tr>
+            </thead>
+            <tbody>
+              @let responseMatch = sampleMatches('response');
+              @for (r of editing.responseRows; track $index; let i = $index) {
+                <tr>
+                  <td>
+                    @if (fromIsCbs('response')) {
+                      <select [(ngModel)]="r.from">
+                        <option value="">— fixed value (set it on the right) —</option>
+                        @for (f of cbsFields; track f.key) {
+                          <option [value]="f.key">{{ f.label }}</option>
+                        }
+                      </select>
+                    } @else {
+                      <input class="cic-mono" [(ngModel)]="r.from" />
+                    }
+                  </td>
+                  <td><input class="cic-mono" [(ngModel)]="r.to" /></td>
+                  <td>
+                    <select [(ngModel)]="r.transform">
+                      @for (t of transforms; track t.key) {
+                        <option [value]="t.key">{{ t.label }}</option>
+                      }
+                    </select>
+                  </td>
+                  <td><input [(ngModel)]="r.defaultValue" /></td>
+                  <td class="cic-mono" style="font-size: 12px; white-space: nowrap">
+                    @if (responseMatch[i].found) {
+                      <span class="tone-good">✓ {{ responseMatch[i].value }}</span>
+                    } @else if (r.defaultValue) {
+                      <span class="muted">fixed: {{ r.defaultValue }}</span>
+                    } @else {
+                      <span class="tone-bad">✗ {{ responseMatch[i].value || 'no path' }}</span>
+                    }
+                  </td>
+                  <td style="text-align: center">
+                    <input type="checkbox" [(ngModel)]="r.mandatory" style="width: auto" />
+                  </td>
+                  <td><button class="cic-btn sm danger" (click)="removeRow('response', i)">✕</button></td>
+                </tr>
+              }
+            </tbody>
+          </table>
+        </div>
+        <button class="cic-btn sm" style="margin-top: 8px" (click)="addRow('response')">+ Add field</button>
+      }
+
+      <div class="foot">
+        <button class="cic-btn" (click)="editing = null">Cancel</button>
+        <button class="cic-btn primary" (click)="saveApi()" [disabled]="savingApi">
+          {{ savingApi ? 'Saving…' : 'Save API' }}
+        </button>
+      </div>
+    </div>
+  </div>
+}
+
+<!-- Import from JSON / cURL / Postman / HAR -->
+@if (importOpen && editing) {
+  <div class="cic-modal-backdrop" style="z-index: 1100" (click)="importOpen = false">
+    <div class="cic-modal" style="width: min(1000px, 100%)" (click)="$event.stopPropagation()">
+      <h3>Import from JSON / cURL / Postman</h3>
+      <p class="muted" style="font-size: 12px; margin: 0 0 10px">
+        Paste it or choose a file —
+        {{ outbound ? 'the request and the response' : 'what the vendor sends us and what we answer' }}. Any of these
+        works: a <b>cURL</b> command, a <b>Postman</b> collection or request, a <b>HAR</b> capture, an API definition
+        (<code>{{ '{' }} method, url, headers, query, body, status … {{ '}' }}</code
+        >), or just the <b>JSON payload</b>. The method, URL / path, query parameters, headers, content type, payload,
+        status code, response headers, bodies and a first CBS mapping are filled in for you. Passwords, keys and tokens
+        are never kept.
+      </p>
+      @if (importError) {
+        <div class="cic-alert error">{{ importError }}</div>
+      }
+      <div class="cic-grid cols-2">
+        <div class="cic-field">
+          <label
+            >{{ outbound ? 'Request' : 'What the vendor sends us' }} — cURL, Postman, HAR, definition or payload</label
+          >
+          <textarea
+            class="cic-mono"
+            rows="12"
+            [(ngModel)]="importRequestText"
+            placeholder="curl -X POST 'https://api.vendor.in/v1/send' -H 'Content-Type: application/json' -d '{ ... }'"
+          ></textarea>
+          <div style="display: flex; gap: 8px; align-items: center">
+            <input
+              type="file"
+              accept=".json,.txt,.curl,.har,.sh,application/json,text/plain"
+              (change)="onFile($event, 'request')"
+            />
+            @if (importRequestFile) {
+              <span class="muted" style="font-size: 12px">{{ importRequestFile }}</span>
+            }
+          </div>
+        </div>
+        <div class="cic-field">
+          <label>{{ outbound ? 'Response' : 'Our answer' }} — JSON body, or with status and headers (optional)</label>
+          <textarea
+            class="cic-mono"
+            rows="12"
+            [(ngModel)]="importResponseText"
+            placeholder='{ "status": 200, "headers": { "Content-Type": "application/json" }, "body": { ... } }'
+          ></textarea>
+          <div style="display: flex; gap: 8px; align-items: center">
+            <input
+              type="file"
+              accept=".json,.txt,.har,application/json,text/plain"
+              (change)="onFile($event, 'response')"
+            />
+            @if (importResponseFile) {
+              <span class="muted" style="font-size: 12px">{{ importResponseFile }}</span>
+            }
+          </div>
+        </div>
+      </div>
+      <div style="display: flex; gap: 20px; flex-wrap: wrap; margin-top: 12px; font-size: 13px">
+        <label style="display: flex; gap: 6px; align-items: center">
+          <input type="checkbox" [(ngModel)]="importReplace" /> Replace what is there now (headers, query, mapping rows)
+          — untick to add to it
+        </label>
+        <label style="display: flex; gap: 6px; align-items: center">
+          <input type="checkbox" [(ngModel)]="importGenerate" /> Build the CBS field mapping from the payloads
+        </label>
+      </div>
+      <div class="foot">
+        <button class="cic-btn" (click)="importOpen = false">Cancel</button>
+        <button class="cic-btn primary" (click)="applyImport()">Read and fill in</button>
+      </div>
+    </div>
+  </div>
+}
+
+<mifosx-api-log-detail [log]="openLog" (closed)="openLog = null"></mifosx-api-log-detail>

src/app/api-management/api-vendor-setup/api-vendor-setup.component.ts

@@ -0,0 +1,600 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { CommonModule } from '@angular/common';
+import { Component, OnInit, inject } from '@angular/core';
+import { FormsModule } from '@angular/forms';
+import { ActivatedRoute, RouterModule } from '@angular/router';
+
+import { ApiKeyValueEditorComponent } from '../api-key-value-editor/api-key-value-editor.component';
+import { ApiLogDetailComponent } from '../api-log-detail/api-log-detail.component';
+import {
+  guessRequestRows,
+  guessResponseRows,
+  ImportedRequest,
+  ImportedResponse,
+  parseRequestText,
+  parseResponseText
+} from '../api-import.util';
+import {
+  API_AUTH_TYPES,
+  API_CBS_FIELDS,
+  API_CONTENT_TYPES,
+  API_METHODS,
+  API_TRANSFORMS,
+  ApiLog,
+  ApiManagementService,
+  ApiMappingRow,
+  ApiVendor,
+  blankApi,
+  buildRequestPreview,
+  callsVendor,
+  KeyValue,
+  pathParamNames,
+  RequestPreview,
+  VendorApi
+} from '../api-management.service';
+
+/**
+ * One vendor's setup: its connection (URL, authentication, default headers, credentials), its API set - each API IN or
+ * OUT with the full HTTP detail and the field mapping, typed in or read from a JSON / cURL / Postman / HAR file - a
+ * test call, and its recent calls.
+ */
+@Component({
+  selector: 'mifosx-api-vendor-setup',
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule,
+    ApiLogDetailComponent,
+    ApiKeyValueEditorComponent
+  ],
+  templateUrl: './api-vendor-setup.component.html',
+  styleUrls: ['../../credit-bureau/cic-shared.scss']
+})
+export class ApiVendorSetupComponent implements OnInit {
+  private service = inject(ApiManagementService);
+  private route = inject(ActivatedRoute);
+
+  vendor: ApiVendor | null = null;
+  tab: 'connection' | 'apis' | 'test' | 'calls' = 'connection';
+  loading = false;
+  error: string | null = null;
+  info: string | null = null;
+
+  // connection
+  form: any = {};
+  saving = false;
+
+  // API set
+  editing: VendorApi | null = null;
+  isNewApi = false;
+  savingApi = false;
+  editorTab: 'basics' | 'request' | 'response' = 'basics';
+
+  // import from JSON / cURL / Postman / HAR
+  importOpen = false;
+  importRequestText = '';
+  importResponseText = '';
+  importRequestFile = '';
+  importResponseFile = '';
+  importReplace = true;
+  importGenerate = true;
+  importError: string | null = null;
+
+  // test
+  testApiId: number | null = null;
+  testBody = '';
+  testing = false;
+  testResult: ApiLog | null = null;
+
+  // calls
+  calls: ApiLog[] = [];
+  openLog: ApiLog | null = null;
+
+  readonly authTypes = Object.entries(API_AUTH_TYPES).map(
+    ([
+      key,
+      label
+    ]) => ({ key, label })
+  );
+  readonly contentTypes = Object.entries(API_CONTENT_TYPES).map(
+    ([
+      key,
+      label
+    ]) => ({ key, label })
+  );
+  readonly transforms = Object.entries(API_TRANSFORMS).map(
+    ([
+      key,
+      label
+    ]) => ({ key, label })
+  );
+  readonly cbsFields = Object.entries(API_CBS_FIELDS).map(
+    ([
+      key,
+      label
+    ]) => ({ key, label })
+  );
+  readonly methods = API_METHODS;
+
+  ngOnInit(): void {
+    this.load(Number(this.route.snapshot.paramMap.get('id')));
+  }
+
+  load(id: number): void {
+    this.loading = true;
+    this.service.vendor(id).subscribe({
+      next: (v) => {
+        this.vendor = v;
+        this.loading = false;
+        this.resetForm(v);
+        if (!this.testApiId || !v.apis.some((a) => a.id === this.testApiId)) this.testApiId = v.apis[0]?.id ?? null;
+        this.fillTestBody();
+        this.loadCalls();
+      },
+      error: (e) => {
+        this.loading = false;
+        this.error = e?.error?.defaultUserMessage ?? 'Could not load the vendor.';
+      }
+    });
+  }
+
+  private resetForm(v: ApiVendor): void {
+    this.form = {
+      name: v.name,
+      work: v.work,
+      environment: v.environment,
+      baseUrl: v.baseUrl,
+      authType: v.authType,
+      username: v.username,
+      apiKeyHeader: v.apiKeyHeader,
+      secret: '',
+      clearSecret: false,
+      senderId: v.senderId,
+      timeoutMs: v.timeoutMs,
+      retries: v.retries,
+      defaultHeaders: JSON.parse(JSON.stringify(v.defaultHeaders)),
+      active: v.active
+    };
+  }
+
+  loadCalls(): void {
+    if (!this.vendor) return;
+    this.service.logs({ vendorId: String(this.vendor.id), limit: 12 }).subscribe((r) => (this.calls = r.items));
+  }
+
+  // ── connection ──
+
+  needsSecret(): boolean {
+    return this.form.authType !== 'NONE';
+  }
+
+  secretLabel(): string {
+    const a = this.form.authType;
+    return a === 'BASIC'
+      ? 'Password'
+      : a === 'API_KEY'
+        ? 'API key'
+        : a === 'BEARER_TOKEN'
+          ? 'Bearer token'
+          : 'Client secret';
+  }
+
+  saveConnection(): void {
+    if (!this.vendor) return;
+    this.saving = true;
+    this.error = null;
+    this.info = null;
+    const body = { ...this.form };
+    if (!body.secret) delete body.secret;
+    this.service.saveVendor(this.vendor.id, body).subscribe({
+      next: (v) => {
+        this.saving = false;
+        this.vendor = v;
+        this.resetForm(v);
+        this.info = `${v.name} connection saved.`;
+      },
+      error: (e) => {
+        this.saving = false;
+        this.error = e?.error?.defaultUserMessage ?? 'Could not save the connection.';
+      }
+    });
+  }
+
+  // ── API set ──
+
+  newApi(direction: 'IN' | 'OUT'): void {
+    this.isNewApi = true;
+    this.error = null;
+    this.info = null;
+    this.editorTab = 'basics';
+    this.editing = blankApi(direction);
+  }
+
+  editApi(a: VendorApi): void {
+    this.isNewApi = false;
+    this.error = null;
+    this.info = null;
+    this.editorTab = 'basics';
+    this.editing = JSON.parse(JSON.stringify(a));
+  }
+
+  /** True when the CBS makes the HTTP call (OUT, or IN pull); false for an IN push webhook. */
+  get outbound(): boolean {
+    return !!this.editing && callsVendor(this.editing);
+  }
+
+  directionChanged(): void {
+    if (!this.editing) return;
+    this.editing.mode = this.editing.direction === 'IN' ? (this.editing.mode ?? 'PUSH') : undefined;
+  }
+
+  /** Keeps the path-parameter table in step with the {names} typed in the path. */
+  pathChanged(): void {
+    if (!this.editing) return;
+    const names = pathParamNames(this.editing.path);
+    const kept = this.editing.pathParams.filter((p) => names.includes(p.key));
+    for (const n of names) {
+      if (!kept.some((p) => p.key === n))
+        kept.push({ key: n, value: '', description: '', enabled: true, secret: false });
+    }
+    this.editing.pathParams = kept;
+  }
+
+  rowsOf(side: 'request' | 'response'): ApiMappingRow[] {
+    if (!this.editing) return [];
+    return side === 'request' ? this.editing.requestRows : this.editing.responseRows;
+  }
+
+  /** Whether the left column of a mapping table holds a CBS value (a pick list) or a path in the vendor's JSON. */
+  fromIsCbs(side: 'request' | 'response'): boolean {
+    return this.outbound ? side === 'request' : side === 'response';
+  }
+
+  mappingTitle(side: 'request' | 'response'): string {
+    if (this.outbound) return side === 'request' ? 'Request mapping (CBS → vendor)' : 'Response mapping (vendor → CBS)';
+    return side === 'request' ? 'Incoming data mapping (vendor → CBS)' : 'Answer mapping (CBS → vendor)';
+  }
+
+  fromLabel(side: 'request' | 'response'): string {
+    return this.fromIsCbs(side) ? 'CBS value' : "Vendor's JSON path";
+  }
+
+  toLabel(side: 'request' | 'response'): string {
+    if (this.fromIsCbs(side)) return side === 'request' ? "Vendor's request path" : 'Answer path';
+    return 'CBS field';
+  }
+
+  private parsedCache = new Map<string, unknown>();
+
+  private parsed(text: string): unknown {
+    if (!this.parsedCache.has(text)) {
+      let v: unknown = undefined;
+      try {
+        v = JSON.parse(text);
+      } catch {
+        v = undefined;
+      }
+      if (this.parsedCache.size > 20) this.parsedCache.clear();
+      this.parsedCache.set(text, v);
+    }
+    return this.parsedCache.get(text);
+  }
+
+  /** Reads a.b[0].c out of a parsed payload; undefined when it is not there. */
+  private readPath(root: unknown, path: string): unknown {
+    let cur: any = root;
+    for (const part of path.match(/[^.[\]]+/g) ?? []) {
+      if (cur === null || cur === undefined) return undefined;
+      cur = cur[/^\d+$/.test(part) ? Number(part) : part];
+    }
+    return cur;
+  }
+
+  /**
+   * How a mapping row matches the sample payload on its side: the value found at the row's JSON path. Rows after a
+   * list (e.g. data.alerts) are read from the first item of that list, as the CBS does for each item.
+   */
+  sampleMatches(side: 'request' | 'response'): { found: boolean; value: string }[] {
+    if (!this.editing) return [];
+    const body = this.parsed(side === 'request' ? this.editing.requestBody : this.editing.responseBody);
+    const pathIsTo = this.fromIsCbs(side);
+    let item: unknown = undefined;
+    return this.rowsOf(side).map((r) => {
+      const path = (pathIsTo ? r.to : r.from).trim();
+      if (!path || body === undefined) return { found: false, value: body === undefined ? 'payload is not JSON' : '' };
+      let v = this.readPath(body, path);
+      if (v === undefined && item !== undefined) v = this.readPath(item, path);
+      if (Array.isArray(v)) {
+        if (item === undefined && v.length) item = v[0];
+        return { found: true, value: `list of ${v.length}` };
+      }
+      if (v === undefined) return { found: false, value: 'not in the sample payload' };
+      const text = typeof v === 'object' ? JSON.stringify(v) : String(v);
+      return { found: true, value: text.length > 40 ? text.slice(0, 40) + '…' : text };
+    });
+  }
+
+  matchedCount(side: 'request' | 'response'): number {
+    return this.sampleMatches(side).filter((m) => m.found).length;
+  }
+
+  addRow(side: 'request' | 'response'): void {
+    this.rowsOf(side).push({ from: '', to: '', transform: 'NONE', defaultValue: '', mandatory: false });
+  }
+
+  removeRow(side: 'request' | 'response', i: number): void {
+    this.rowsOf(side).splice(i, 1);
+  }
+
+  /** Builds mapping rows from the payload typed or imported for that side. */
+  generateRows(side: 'request' | 'response'): void {
+    if (!this.editing || !this.vendor) return;
+    const body = side === 'request' ? this.editing.requestBody : this.editing.responseBody;
+    // Reading values OUT of a payload (vendor → CBS) vs putting values INTO one (CBS → vendor).
+    const reading = !this.fromIsCbs(side);
+    const rows = reading ? guessResponseRows(body, this.vendor.code) : guessRequestRows(body);
+    if (!rows.length) {
+      this.error = 'That payload has no JSON values to build a mapping from.';
+      return;
+    }
+    this.error = null;
+    const target = this.rowsOf(side);
+    const have = new Set(target.map((r) => r.to));
+    target.push(...rows.filter((r) => !have.has(r.to)));
+    this.info = `${rows.length} mapping row(s) read from the payload. Review the CBS fields and adjust.`;
+  }
+
+  saveApi(): void {
+    if (!this.vendor || !this.editing) return;
+    this.savingApi = true;
+    this.error = null;
+    this.service.saveApi(this.vendor.id, this.editing).subscribe({
+      next: (a) => {
+        this.savingApi = false;
+        this.info = `${a.name} saved.`;
+        this.editing = null;
+        this.load(this.vendor!.id);
+      },
+      error: (e) => {
+        this.savingApi = false;
+        this.error = e?.error?.defaultUserMessage ?? 'Could not save the API.';
+      }
+    });
+  }
+
+  deleteApi(a: VendorApi): void {
+    if (!this.vendor || !confirm(`Delete the API "${a.name}"?`)) return;
+    this.service.deleteApi(this.vendor.id, a.id).subscribe(() => {
+      this.editing = null;
+      this.info = `${a.name} deleted.`;
+      this.load(this.vendor!.id);
+    });
+  }
+
+  /** The request this API would send (or receive), as the Test tab and the editor show it. */
+  preview(a: VendorApi | null): RequestPreview | null {
+    return this.vendor && a ? buildRequestPreview(this.vendor, a) : null;
+  }
+
+  // ── import ──
+
+  openImport(): void {
+    this.importOpen = true;
+    this.importError = null;
+    this.importReplace = this.isNewApi;
+    this.importRequestText = '';
+    this.importResponseText = '';
+    this.importRequestFile = '';
+    this.importResponseFile = '';
+  }
+
+  onFile(event: Event, which: 'request' | 'response'): void {
+    const input = event.target as HTMLInputElement;
+    const file = input.files?.[0];
+    if (!file) return;
+    if (file.size > 5 * 1024 * 1024) {
+      this.importError = 'The file is larger than 5 MB.';
+      return;
+    }
+    const reader = new FileReader();
+    reader.onload = () => {
+      const text = String(reader.result ?? '');
+      if (which === 'request') {
+        this.importRequestText = text;
+        this.importRequestFile = file.name;
+      } else {
+        this.importResponseText = text;
+        this.importResponseFile = file.name;
+      }
+    };
+    reader.readAsText(file);
+    input.value = '';
+  }
+
+  applyImport(): void {
+    if (!this.editing || !this.vendor) return;
+    this.importError = null;
+    let req: ImportedRequest | null = null;
+    let res: ImportedResponse | null = null;
+    try {
+      if (this.importRequestText.trim()) req = parseRequestText(this.importRequestText);
+      if (this.importResponseText.trim()) res = parseResponseText(this.importResponseText);
+      else if (req?.response) res = req.response;
+    } catch (e: any) {
+      this.importError = e?.message ?? 'Could not read the file.';
+      return;
+    }
+    if (!req && !res) {
+      this.importError = 'Paste or choose a request, a response, or both.';
+      return;
+    }
+
+    const a = this.editing;
+    const done: string[] = [];
+    const notes: string[] = [
+      ...(req?.notes ?? []),
+      ...(res?.notes ?? [])
+    ];
+    const replace = this.importReplace;
+
+    const mergePairs = (target: KeyValue[], incoming: KeyValue[]): KeyValue[] => {
+      if (replace) return incoming;
+      const out = [...target];
+      for (const p of incoming) {
+        const i = out.findIndex((x) => x.key.toLowerCase() === p.key.toLowerCase());
+        if (i >= 0) out[i] = p;
+        else out.push(p);
+      }
+      return out;
+    };
+
+    if (req) {
+      if (req.method && this.methods.includes(req.method)) {
+        a.method = req.method as VendorApi['method'];
+        done.push(`method ${req.method}`);
+      }
+      if (req.path && req.path !== '/') {
+        a.path = this.stripVendorBasePath(req.path);
+        done.push(`path ${a.path}`);
+      }
+      if (req.baseUrl) {
+        if (!this.form.baseUrl) {
+          this.form.baseUrl = req.baseUrl;
+          notes.push(`Base URL ${req.baseUrl} was put on the Connection tab - save it there.`);
+        } else if (this.form.baseUrl.replace(/\/+$/, '') !== req.baseUrl) {
+          notes.push(
+            `The file's host (${req.baseUrl}) is not this vendor's base URL (${this.form.baseUrl}); only the path was used.`
+          );
+        }
+      }
+      if (req.queryParams.length) {
+        a.queryParams = mergePairs(a.queryParams, req.queryParams);
+        done.push(`${req.queryParams.length} query parameter(s)`);
+      }
+      if (req.headers.length) {
+        a.headers = mergePairs(a.headers, req.headers);
+        done.push(`${req.headers.length} header(s)`);
+      }
+      if (req.contentType) {
+        a.contentType = Object.keys(API_CONTENT_TYPES).includes(req.contentType) ? req.contentType : a.contentType;
+        done.push(`content type ${a.contentType}`);
+      }
+      if (req.body !== undefined) {
+        a.requestBody = req.body;
+        done.push('request payload');
+      }
+      if (!a.name.trim() && a.path) {
+        const last =
+          a.path
+            .split('/')
+            .filter((s) => s && !s.includes('{'))
+            .pop() ?? 'API';
+        a.name = last.charAt(0).toUpperCase() + last.slice(1).replace(/[-_]+/g, ' ');
+      }
+      this.pathChanged();
+    }
+
+    if (res) {
+      const failure = res.status !== undefined && (res.status < 200 || res.status > 299);
+      if (res.status !== undefined && !failure) {
+        a.successCodes = String(res.status);
+        done.push(`success code ${res.status}`);
+      }
+      if (res.headers.length) {
+        a.responseHeaders = mergePairs(a.responseHeaders, res.headers);
+        done.push(`${res.headers.length} response header(s)`);
+      }
+      if (res.body !== undefined) {
+        if (failure) {
+          a.errorBody = res.body;
+          done.push(`error body (HTTP ${res.status})`);
+        } else {
+          a.responseBody = res.body;
+          done.push('response body');
+        }
+      }
+      if (res.errorBody !== undefined) {
+        a.errorBody = res.errorBody;
+        done.push('error body');
+      }
+    }
+
+    if (this.importGenerate) {
+      const addRows = (side: 'request' | 'response', body: string) => {
+        const reading = !this.fromIsCbs(side);
+        const rows = reading ? guessResponseRows(body, this.vendor!.code) : guessRequestRows(body);
+        if (!rows.length) return;
+        const target = replace ? [] : this.rowsOf(side);
+        const have = new Set(target.map((r) => r.to));
+        const merged = [
+          ...target,
+          ...rows.filter((r) => !have.has(r.to))
+        ];
+        if (side === 'request') a.requestRows = merged;
+        else a.responseRows = merged;
+        done.push(`${rows.length} ${side === 'request' ? 'request' : 'response'} mapping row(s)`);
+      };
+      if (req?.body !== undefined) addRows('request', a.requestBody);
+      if (res?.body !== undefined && !(res.status !== undefined && (res.status < 200 || res.status > 299)))
+        addRows('response', a.responseBody);
+    }
+
+    this.importOpen = false;
+    this.error = null;
+    this.info = `Read from ${[
+      req?.source,
+      res?.source
+    ]
+      .filter(Boolean)
+      .join(' + ')}: ${done.join(', ') || 'nothing new'}. ${notes.join(' ')} Review each tab, then Save API.`;
+  }
+
+  /** A path read from a full URL may repeat the path already in the vendor's base URL. */
+  private stripVendorBasePath(path: string): string {
+    const base = String(this.form.baseUrl ?? '');
+    const m = /^[a-zA-Z][a-zA-Z0-9+.-]*:\/\/[^/]+(\/.+)$/.exec(base.replace(/\/+$/, ''));
+    if (m && path.startsWith(m[1] + '/')) return path.slice(m[1].length);
+    return path;
+  }
+
+  // ── test ──
+
+  get testApi(): VendorApi | null {
+    return this.vendor?.apis.find((x) => x.id === this.testApiId) ?? null;
+  }
+
+  fillTestBody(): void {
+    this.testBody = this.testApi?.requestBody ?? '{}';
+    this.testResult = null;
+  }
+
+  get testPreview(): RequestPreview | null {
+    const a = this.testApi;
+    return this.vendor && a ? buildRequestPreview(this.vendor, { ...a, requestBody: this.testBody }) : null;
+  }
+
+  runTest(): void {
+    if (!this.vendor || !this.testApiId) return;
+    this.testing = true;
+    this.error = null;
+    this.service.testApi(this.vendor.id, this.testApiId, this.testBody).subscribe({
+      next: (log) => {
+        this.testing = false;
+        this.testResult = log;
+        this.loadCalls();
+      },
+      error: (e) => {
+        this.testing = false;
+        this.error = e?.error?.defaultUserMessage ?? 'Test failed.';
+      }
+    });
+  }
+}

src/app/api-management/api-vendors/api-vendors.component.html

@@ -0,0 +1,172 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cic-page">
+  <div class="cic-head">
+    <div>
+      <h1>API Management</h1>
+      <p>
+        Connect any API service to the CBS the same way: <b>Vendor → Work → API set</b>. <b>IN</b> = data comes into the
+        CBS from the vendor (CIC alerts, delivery reports, replies). <b>OUT</b> = the CBS calls the vendor (send an SMS
+        or WhatsApp message).
+      </p>
+    </div>
+    <div class="cic-actions">
+      <a class="cic-btn" routerLink="/api-management/logs">API call logs</a>
+      <button class="cic-btn primary" (click)="startAdd()">+ Add vendor</button>
+    </div>
+  </div>
+
+  @if (error && !adding) {
+    <div class="cic-alert error">{{ error }}</div>
+  }
+  @if (info) {
+    <div class="cic-alert success">{{ info }}</div>
+  }
+
+  <div class="cic-grid cols-4" style="margin-bottom: 16px">
+    <div class="cic-stat">
+      <div class="k">Vendors</div>
+      <div class="v">{{ vendors.length }}</div>
+      <div class="s">{{ activeVendors }} active</div>
+    </div>
+    <div class="cic-stat">
+      <div class="k">APIs</div>
+      <div class="v">{{ totalIn + totalOut }}</div>
+      <div class="s">{{ totalIn }} IN · {{ totalOut }} OUT</div>
+    </div>
+    <div class="cic-stat">
+      <div class="k">Calls in 24 hours</div>
+      <div class="v">{{ summary.callsToday }}</div>
+      <div class="s">both directions</div>
+    </div>
+    <div class="cic-stat">
+      <div class="k">Failed in 24 hours</div>
+      <div class="v" [class.tone-bad]="summary.failedToday > 0">{{ summary.failedToday }}</div>
+      <div class="s">see the call logs</div>
+    </div>
+  </div>
+
+  <div class="cic-card">
+    <h2>Vendors</h2>
+    @if (loading && !vendors.length) {
+      <div class="cic-empty">Loading…</div>
+    } @else {
+      <div class="cic-table-wrap">
+        <table class="cic-table">
+          <thead>
+            <tr>
+              <th>Vendor</th>
+              <th>Work</th>
+              <th>APIs</th>
+              <th>Environment</th>
+              <th>24 h calls</th>
+              <th>Last call</th>
+              <th>Active</th>
+              <th></th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (v of vendors; track v.id) {
+              <tr>
+                <td>
+                  <b>{{ v.name }}</b>
+                  <div class="muted cic-mono" style="font-size: 11px">{{ v.code }}</div>
+                </td>
+                <td style="max-width: 340px; white-space: normal">{{ v.work }}</td>
+                <td>
+                  @if (count(v, 'IN')) {
+                    <span class="cic-badge brand">IN × {{ count(v, 'IN') }}</span>
+                  }
+                  @if (count(v, 'OUT')) {
+                    <span class="cic-badge ok">OUT × {{ count(v, 'OUT') }}</span>
+                  }
+                  @if (!v.apis.length) {
+                    <span class="muted">none yet</span>
+                  }
+                </td>
+                <td>
+                  <span
+                    class="cic-badge"
+                    [class.warn]="v.environment === 'SIMULATOR'"
+                    [class.good]="v.environment === 'PRODUCTION'"
+                    >{{ v.environment }}</span
+                  >
+                </td>
+                <td>
+                  {{ calls(v).calls }}
+                  @if (calls(v).failed) {
+                    <span class="tone-bad" style="font-size: 12px"> · {{ calls(v).failed }} failed</span>
+                  }
+                </td>
+                <td>{{ v.lastCallOn ? (v.lastCallOn | slice: 0 : 16) : '—' }}</td>
+                <td>
+                  <span class="cic-switch">
+                    <input type="checkbox" [checked]="v.active" (change)="toggle(v, $event)" />
+                    <span></span>
+                  </span>
+                </td>
+                <td style="white-space: nowrap">
+                  <a class="cic-btn sm primary" [routerLink]="['/api-management/vendors', v.id]">Set up</a>
+                </td>
+              </tr>
+              @if (v.links.length) {
+                <tr>
+                  <td colspan="8" style="background: var(--cic-soft); padding: 6px 12px">
+                    <span class="muted" style="font-size: 12px">{{ v.code }} also has:</span>
+                    @for (l of v.links; track l.route) {
+                      <a class="cic-btn sm" style="margin-left: 6px" [routerLink]="l.route">{{ l.label }}</a>
+                    }
+                  </td>
+                </tr>
+              }
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+  </div>
+
+  @if (adding) {
+    <div class="cic-modal-backdrop" (click)="adding = false">
+      <div class="cic-modal" (click)="$event.stopPropagation()">
+        <h3>Add an API vendor</h3>
+        @if (error) {
+          <div class="cic-alert error">{{ error }}</div>
+        }
+        <div class="cic-grid cols-1" style="gap: 12px">
+          <div class="cic-field">
+            <label>Vendor name</label>
+            <input [(ngModel)]="form.name" placeholder="e.g. Aadhaar eKYC, Payment gateway, E-mail" />
+          </div>
+          <div class="cic-field">
+            <label>Work — what is this vendor used for?</label>
+            <textarea rows="3" [(ngModel)]="form.work" placeholder="e.g. Verify customer Aadhaar during KYC"></textarea>
+          </div>
+          <div class="cic-field">
+            <label>Environment</label>
+            <select [(ngModel)]="form.environment">
+              <option value="SIMULATOR">SIMULATOR — no network call</option>
+              <option value="UAT">UAT — vendor's test environment</option>
+              <option value="PRODUCTION">PRODUCTION — live</option>
+            </select>
+          </div>
+        </div>
+        <p class="muted" style="font-size: 12px; margin: 12px 0 0">
+          Next you set up the connection and add its APIs, each marked IN or OUT.
+        </p>
+        <div class="foot">
+          <button class="cic-btn" (click)="adding = false">Cancel</button>
+          <button class="cic-btn primary" (click)="saveNew()" [disabled]="saving">
+            {{ saving ? 'Adding…' : 'Add and set up' }}
+          </button>
+        </div>
+      </div>
+    </div>
+  }
+</div>

src/app/api-management/api-vendors/api-vendors.component.ts

@@ -0,0 +1,121 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { CommonModule } from '@angular/common';
+import { Component, OnInit, inject } from '@angular/core';
+import { FormsModule } from '@angular/forms';
+import { Router, RouterModule } from '@angular/router';
+
+import { ApiManagementService, ApiVendor } from '../api-management.service';
+
+/** Every outside API service the CBS uses: vendor, its work, its APIs (IN / OUT) and whether it is switched on. */
+@Component({
+  selector: 'mifosx-api-vendors',
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule
+  ],
+  templateUrl: './api-vendors.component.html',
+  styleUrls: ['../../credit-bureau/cic-shared.scss']
+})
+export class ApiVendorsComponent implements OnInit {
+  private service = inject(ApiManagementService);
+  private router = inject(Router);
+
+  vendors: ApiVendor[] = [];
+  summary: { callsToday: number; failedToday: number; perVendor: Record<number, { calls: number; failed: number }> } = {
+    callsToday: 0,
+    failedToday: 0,
+    perVendor: {}
+  };
+  loading = false;
+  error: string | null = null;
+  info: string | null = null;
+
+  adding = false;
+  saving = false;
+  form: { name: string; work: string; environment: ApiVendor['environment'] } = this.blankForm();
+
+  ngOnInit(): void {
+    this.load();
+  }
+
+  private blankForm() {
+    return { name: '', work: '', environment: 'SIMULATOR' as ApiVendor['environment'] };
+  }
+
+  load(): void {
+    this.loading = true;
+    this.service.vendors().subscribe((v) => {
+      this.vendors = v;
+      this.loading = false;
+    });
+    this.service.summary().subscribe((s) => (this.summary = s));
+  }
+
+  count(v: ApiVendor, direction: 'IN' | 'OUT'): number {
+    return v.apis.filter((a) => a.direction === direction).length;
+  }
+
+  get totalIn(): number {
+    return this.vendors.reduce((s, v) => s + this.count(v, 'IN'), 0);
+  }
+
+  get totalOut(): number {
+    return this.vendors.reduce((s, v) => s + this.count(v, 'OUT'), 0);
+  }
+
+  get activeVendors(): number {
+    return this.vendors.filter((v) => v.active).length;
+  }
+
+  calls(v: ApiVendor): { calls: number; failed: number } {
+    return this.summary.perVendor[v.id] ?? { calls: 0, failed: 0 };
+  }
+
+  toggle(v: ApiVendor, event: Event): void {
+    const want = (event.target as HTMLInputElement).checked;
+    (event.target as HTMLInputElement).checked = v.active;
+    this.error = null;
+    this.info = null;
+    this.service.saveVendor(v.id, { active: want }).subscribe({
+      next: (u) => {
+        v.active = u.active;
+        this.info = `${u.name} is now ${u.active ? 'active' : 'switched off'}.`;
+      },
+      error: (e) => (this.error = e?.error?.defaultUserMessage ?? 'Could not change the vendor.')
+    });
+  }
+
+  startAdd(): void {
+    this.adding = true;
+    this.form = this.blankForm();
+    this.error = null;
+  }
+
+  saveNew(): void {
+    this.saving = true;
+    this.error = null;
+    this.service.addVendor(this.form).subscribe({
+      next: (v) => {
+        this.saving = false;
+        this.adding = false;
+        this.router.navigate([
+          '/api-management/vendors',
+          v.id
+        ]);
+      },
+      error: (e) => {
+        this.saving = false;
+        this.error = e?.error?.defaultUserMessage ?? 'Could not add the vendor.';
+      }
+    });
+  }
+}

src/app/app.module.ts

@@ -73,10 +73,13 @@ import { InvestmentModule } from './investment/investment.module';
 import { NpaModule } from './npa/npa.module';
 import { ReconciliationModule } from './reconciliation/reconciliation.module';
 import { LoanOriginationModule } from './loan-origination/loan-origination.module';
+import { CreditBureauModule } from './credit-bureau/credit-bureau.module';
+import { ApiManagementModule } from './api-management/api-management.module';
 import { DigitalModule } from './digital/digital.module';
 import { LetterMgmtModule } from './letter-mgmt/letter-mgmt.module';
 import { AccountsModule } from './accounts/accounts.module';
 import { ElectionModule } from './election/election.module';
+import { LoanEligibilityModule } from './loan-eligibility/loan-eligibility.module';
 import { SponsorDDModule } from './sponsor-dd/sponsor-dd.module';
 import { SponsorDDReconciliationModule } from './sponsor-dd-reconciliation/sponsor-dd-reconciliation.module';
 import { PortalModule } from '@angular/cdk/portal';
@@ -189,10 +192,13 @@ export function HttpLoaderFactory(http: HttpClient) {
     NpaModule,
     ReconciliationModule,
     LoanOriginationModule,
+    CreditBureauModule,
+    ApiManagementModule,
     DigitalModule,
     LetterMgmtModule,
     AccountsModule,
     ElectionModule,
+    LoanEligibilityModule,
     SponsorDDModule,
     SponsorDDReconciliationModule,
     AppRoutingModule,

src/app/bank-calendar/bank-calendar.component.html

@@ -44,8 +44,11 @@
     <div class="cal-stat sat2nd4th">
       <fa-icon icon="calendar-times" class="cal-stat__icon"></fa-icon>
       <div class="cal-stat__info">
-        <div class="cal-stat__value">{{ overallStats.sat2nd4th }}</div>
-        <div class="cal-stat__label">2nd &amp; 4th Sat</div>
+        <div class="cal-stat__value">{{ overallStats.sat2nd4th + overallStats.weeklyOff }}</div>
+        <div class="cal-stat__label">
+          {{ saturdayIsWorkingDay ? '2nd & 4th Sat' : 'Saturdays'
+          }}{{ overallStats.weeklyOff > 0 ? ' / Weekly Off' : '' }}
+        </div>
       </div>
     </div>
     <div class="cal-stat holidays">
@@ -69,7 +72,11 @@
     <div class="cal-legend__items">
       <div class="cal-legend__item"><span class="cal-legend__dot working"></span> Working Day</div>
       <div class="cal-legend__item"><span class="cal-legend__dot sunday"></span> Sunday</div>
-      <div class="cal-legend__item"><span class="cal-legend__dot sat2nd4th"></span> 2nd / 4th Saturday</div>
+      <div class="cal-legend__item">
+        <span class="cal-legend__dot sat2nd4th"></span>
+        {{ saturdayIsWorkingDay ? '2nd / 4th Saturday' : 'Saturday'
+        }}{{ overallStats.weeklyOff > 0 ? ' / Weekly Off' : '' }}
+      </div>
       <div class="cal-legend__item"><span class="cal-legend__dot holiday"></span> Holiday</div>
       <div class="cal-legend__item"><span class="cal-legend__dot today"></span> Today</div>
     </div>
@@ -319,7 +326,9 @@
               [class.cal-grid__day--other]="!day.isCurrentMonth"
               [class.cal-grid__day--today]="day.isToday"
               [class.cal-grid__day--sunday]="day.isSunday && day.isCurrentMonth"
-              [class.cal-grid__day--sat2nd4th]="(day.is2ndSaturday || day.is4thSaturday) && day.isCurrentMonth"
+              [class.cal-grid__day--sat2nd4th]="
+                (day.is2ndSaturday || day.is4thSaturday || day.isWeeklyOff) && day.isCurrentMonth
+              "
               [class.cal-grid__day--holiday]="day.isHoliday && day.isCurrentMonth"
               [class.cal-grid__day--working]="day.isWorking && day.isCurrentMonth"
               [matTooltip]="
@@ -328,9 +337,11 @@
                   ? '2nd Saturday Off'
                   : day.is4thSaturday
                     ? '4th Saturday Off'
-                    : day.isSunday && day.isCurrentMonth
-                      ? 'Sunday'
-                      : '')
+                    : day.isWeeklyOff && day.isCurrentMonth
+                      ? weekDays[day.dayOfWeek] + ' Off (Working Days)'
+                      : day.isSunday && day.isCurrentMonth
+                        ? 'Sunday'
+                        : '')
               "
             >
               {{ day.isCurrentMonth ? day.date : '' }}
@@ -343,10 +354,15 @@
           @if (month.holidays > 0) {
             <span class="summary-tag holiday">{{ month.holidays }} Holiday{{ month.holidays > 1 ? 's' : '' }}</span>
           }
-          <span class="summary-tag sun">{{ month.sundays }} Sun</span>
+          @if (month.sundays > 0) {
+            <span class="summary-tag sun">{{ month.sundays }} Sun</span>
+          }
           @if (month.secondFourthSat > 0) {
             <span class="summary-tag sat">{{ month.secondFourthSat }} Sat Off</span>
           }
+          @if (month.weeklyOff > 0) {
+            <span class="summary-tag sat">{{ month.weeklyOff }} Weekly Off</span>
+          }
         </div>
       </div>
     }

src/app/bank-calendar/bank-calendar.component.ts

@@ -63,6 +63,8 @@ interface CalendarDay {
   isSunday: boolean;
   is2ndSaturday: boolean;
   is4thSaturday: boolean;
+  /** Off every week because Admin > Working Days leaves this weekday out (Sunday aside). */
+  isWeeklyOff: boolean;
   holidayName?: string;
   dayOfWeek: number; // 0=Sun, 6=Sat
 }
@@ -76,9 +78,23 @@ interface MonthData {
   nonWorkingDays: number;
   holidays: number;
   sundays: number;
+  /** Saturdays off: the 2nd and 4th when Saturday is a working day, every one when it is not. */
   secondFourthSat: number;
+  /** Other weekdays off every week because Working Days leaves them out. */
+  weeklyOff: number;
 }
 
+/** Weekday codes in Date#getDay() order, as used by the /workingdays recurrence (BYDAY=MO,TU,...). */
+const DAY_CODES = [
+  'SU',
+  'MO',
+  'TU',
+  'WE',
+  'TH',
+  'FR',
+  'SA'
+];
+
 @Component({
   selector: 'mifosx-bank-calendar',
   templateUrl: './bank-calendar.component.html',
@@ -118,7 +134,7 @@ export class BankCalendarComponent implements OnInit {
   ];
   workingDaysConfig: string[] = [];
   holidays: any[] = [];
-  overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, totalDays: 0 };
+  overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, weeklyOff: 0, totalDays: 0 };
 
   // ───── Holiday list (office-wise) ─────
   offices: OfficeLite[] = [];
@@ -202,7 +218,8 @@ export class BankCalendarComponent implements OnInit {
   }
 
   private loadWorkingDays() {
-    // Default Indian banking working days: Mon-Sat (Sun off, 2nd & 4th Sat off)
+    // Default Indian banking working days: Mon-Sat (Sun off, 2nd & 4th Sat off), used until
+    // Admin > Working Days answers, or if it cannot be read.
     this.workingDaysConfig = [
       'MO',
       'TU',
@@ -215,6 +232,19 @@ export class BankCalendarComponent implements OnInit {
     this.buildCalendar();
     this.rebuildHolidayRows();
 
+    // The calendar has to agree with Admin > Working Days: a weekday unticked there is off every
+    // week here too.
+    this.organizationService.getWorkingDays().subscribe({
+      next: (data: any) => {
+        const configured = this.parseWorkingDays(data?.recurrence);
+        if (configured.length > 0) {
+          this.workingDaysConfig = configured;
+          this.buildCalendar();
+        }
+      },
+      error: () => {}
+    });
+
     // Pull offices then fan-out a per-office holiday fetch so each office's
     // calendar entries are surfaced in the list panel (calendar grid still
     // unions everything for the year-at-a-glance view).
@@ -273,6 +303,23 @@ export class BankCalendarComponent implements OnInit {
     });
   }
 
+  /** Weekday codes out of a recurrence such as "FREQ=WEEKLY;INTERVAL=1;BYDAY=MO,TU,WE,TH,FR". */
+  private parseWorkingDays(recurrence: string | undefined): string[] {
+    const byDay = /BYDAY=([^;]*)/.exec(recurrence || '');
+    if (!byDay) {
+      return [];
+    }
+    return byDay[1]
+      .split(',')
+      .map((d) => d.trim().toUpperCase())
+      .filter((d) => DAY_CODES.includes(d));
+  }
+
+  /** True when Admin > Working Days counts Saturday as a working day (so only the 2nd and 4th are off). */
+  get saturdayIsWorkingDay(): boolean {
+    return this.workingDaysConfig.includes('SA');
+  }
+
   /** Flatten the holidays array into a presentable list with office labels. */
   private rebuildHolidayRows(): void {
     this.holidayRows = this.holidays.map((h: any) => {
@@ -511,7 +558,15 @@ export class BankCalendarComponent implements OnInit {
 
   buildCalendar() {
     this.months = [];
-    this.overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, totalDays: 0 };
+    this.overallStats = {
+      working: 0,
+      nonWorking: 0,
+      holidays: 0,
+      sundays: 0,
+      sat2nd4th: 0,
+      weeklyOff: 0,
+      totalDays: 0
+    };
 
     for (let m = 0; m < 12; m++) {
       const monthData = this.buildMonth(m, this.currentYear);
@@ -521,6 +576,7 @@ export class BankCalendarComponent implements OnInit {
       this.overallStats.holidays += monthData.holidays;
       this.overallStats.sundays += monthData.sundays;
       this.overallStats.sat2nd4th += monthData.secondFourthSat;
+      this.overallStats.weeklyOff += monthData.weeklyOff;
     }
     this.overallStats.totalDays = this.overallStats.working + this.overallStats.nonWorking;
   }
@@ -552,6 +608,7 @@ export class BankCalendarComponent implements OnInit {
     let holidayCount = 0;
     let sundayCount = 0;
     let sat2nd4thCount = 0;
+    let weeklyOffCount = 0;
 
     // Previous month padding
     const prevMonthDays = new Date(year, month, 0).getDate();
@@ -567,6 +624,7 @@ export class BankCalendarComponent implements OnInit {
         isSunday: false,
         is2ndSaturday: false,
         is4thSaturday: false,
+        isWeeklyOff: false,
         dayOfWeek: (startDayOfWeek - i - 1 + 7) % 7
       });
     }
@@ -576,24 +634,29 @@ export class BankCalendarComponent implements OnInit {
     for (let d = 1; d <= daysInMonth; d++) {
       const date = new Date(year, month, d);
       const dow = date.getDay();
-      const isSunday = dow === 0;
       const isSaturday = dow === 6;
+      const isWorkingWeekday = this.workingDaysConfig.includes(DAY_CODES[dow]);
+      const isSunday = dow === 0 && !isWorkingWeekday;
 
       if (isSaturday) saturdayCount++;
 
-      const is2ndSat = isSaturday && saturdayCount === 2;
-      const is4thSat = isSaturday && saturdayCount === 4;
+      // RBI: when Saturday is a working day the 2nd and 4th are still off. When Working Days leaves
+      // Saturday out, every Saturday is a weekly off instead.
+      const is2ndSat = isSaturday && isWorkingWeekday && saturdayCount === 2;
+      const is4thSat = isSaturday && isWorkingWeekday && saturdayCount === 4;
+      const isWeeklyOff = dow !== 0 && !isWorkingWeekday;
       const isToday = date.toDateString() === today.toDateString();
 
       // Check if holiday
       const holiday = this.getHolidayForDate(year, month, d);
       const isHoliday = !!holiday;
 
-      // Non-working: Sunday, 2nd Sat, 4th Sat, or holiday
-      const isNonWorking = isSunday || is2ndSat || is4thSat || isHoliday;
+      // Non-working: Sunday, 2nd Sat, 4th Sat, a weekly off from Working Days, or holiday
+      const isNonWorking = isSunday || is2ndSat || is4thSat || isWeeklyOff || isHoliday;
 
       if (isSunday) sundayCount++;
-      if (is2ndSat || is4thSat) sat2nd4thCount++;
+      if (is2ndSat || is4thSat || (isSaturday && isWeeklyOff)) sat2nd4thCount++;
+      if (isWeeklyOff && !isSaturday) weeklyOffCount++;
       if (isHoliday) holidayCount++;
 
       if (isNonWorking) {
@@ -613,6 +676,7 @@ export class BankCalendarComponent implements OnInit {
         isSunday,
         is2ndSaturday: is2ndSat,
         is4thSaturday: is4thSat,
+        isWeeklyOff,
         holidayName: holiday?.name,
         dayOfWeek: dow
       });
@@ -632,6 +696,7 @@ export class BankCalendarComponent implements OnInit {
         isSunday: false,
         is2ndSaturday: false,
         is4thSaturday: false,
+        isWeeklyOff: false,
         dayOfWeek: days.length % 7
       });
     }
@@ -645,7 +710,8 @@ export class BankCalendarComponent implements OnInit {
       nonWorkingDays: nonWorkingCount,
       holidays: holidayCount,
       sundays: sundayCount,
-      secondFourthSat: sat2nd4thCount
+      secondFourthSat: sat2nd4thCount,
+      weeklyOff: weeklyOffCount
     };
   }
 

src/app/cashier/branch-cash-position/branch-cash-position.component.html

@@ -0,0 +1,114 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="pg">
+  <header class="pg-head">
+    <div>
+      <div class="pg-eyebrow">BRANCH OPERATIONS · BRANCH CASH POSITION</div>
+      <h1 class="pg-title">Branch Cash Position</h1>
+      <p class="pg-sub">
+        The notes and coins the branch holds, denomination by denomination: the vault plus every cashier's drawer. Cash
+        moving between the vault and a cashier nets out; deposits, withdrawals and exchanges change it.
+      </p>
+    </div>
+  </header>
+
+  <div class="pg-toolbar pg-toolbar--mat">
+    <mat-form-field appearance="outline" subscriptSizing="dynamic">
+      <mat-label>As of Date</mat-label>
+      <input matInput type="date" [value]="asOfDate" (change)="onDateChange($any($event.target).value)" />
+    </mat-form-field>
+    <button type="button" class="pg-btn pg-btn--primary" (click)="load()" [disabled]="loading">
+      <mat-icon>refresh</mat-icon> Refresh
+    </button>
+  </div>
+
+  @if (errorMsg) {
+    <div class="pg-empty bcp-error">{{ errorMsg }}</div>
+  }
+  @if (loading) {
+    <div class="pg-empty">Loading…</div>
+  }
+
+  @if (position; as p) {
+    <div class="bcp-totals">
+      <div class="bcp-total">
+        <span>Branch</span><strong>{{ p.officeName }}</strong>
+      </div>
+      <div class="bcp-total">
+        <span>Vault</span><strong>₹{{ p.vaultAmount | number: '1.2-2' }}</strong>
+      </div>
+      <div class="bcp-total">
+        <span>Cashiers' drawers</span><strong>₹{{ p.cashiersAmount | number: '1.2-2' }}</strong>
+      </div>
+      <div class="bcp-total bcp-total--main">
+        <span>Bank total</span><strong>₹{{ p.totalAmount | number: '1.2-2' }}</strong>
+      </div>
+    </div>
+
+    @if (!p.vaultHasBreakdown) {
+      <div class="pg-empty bcp-note">
+        No vault denomination breakdown was recorded on or before {{ p.asOfDate }}, so the vault column reads 0. Open
+        the business day with a note/coin count to start tracking it.
+      </div>
+    }
+
+    <ng-template #table let-rows let-label="label" let-coin="coin">
+      @if (rows.length > 0) {
+        <div class="pos-section-label" [class.pos-section-label--coin]="coin">{{ label }}</div>
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Denomination</th>
+              <th class="num">Vault</th>
+              <th class="num">Cashiers</th>
+              <th class="num">Bank total (count)</th>
+              <th class="num">Bank total (₹)</th>
+              <th class="num">Exchange today</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (d of rows; track d.denominationId) {
+              <tr>
+                <td>
+                  <span class="pg-chip" [class.pg-chip--coin]="coin">₹{{ d.denominationValue }}</span>
+                </td>
+                <td class="num">{{ d.vaultCount }}</td>
+                <td class="num">{{ d.cashierCount }}</td>
+                <td class="num bcp-strong">{{ d.totalCount }}</td>
+                <td class="num">₹{{ d.totalAmount | number: '1.2-2' }}</td>
+                <td
+                  class="num bcp-move"
+                  [class.bcp-move--in]="d.exchangeNet > 0"
+                  [class.bcp-move--out]="d.exchangeNet < 0"
+                >
+                  {{ movement(d.exchangeNet) }}
+                </td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      }
+    </ng-template>
+
+    <div class="pg-card bcp-card">
+      <ng-container
+        *ngTemplateOutlet="table; context: { $implicit: notes(), label: 'Notes', coin: false }"
+      ></ng-container>
+      <ng-container
+        *ngTemplateOutlet="table; context: { $implicit: coins(), label: 'Coins', coin: true }"
+      ></ng-container>
+    </div>
+
+    <p class="bcp-foot">
+      <strong>Exchange today</strong> is the notes taken in less the notes given out by cash exchanges on
+      {{ p.asOfDate }}. It is already part of the Cashiers column; it is shown beside the total so a change in the mix
+      can be seen.
+    </p>
+  }
+</div>

src/app/cashier/branch-cash-position/branch-cash-position.component.scss

@@ -0,0 +1,82 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+.bcp-error {
+  color: #dc2626;
+}
+
+.bcp-note {
+  margin-bottom: 12px;
+  text-align: left;
+}
+
+.bcp-totals {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 12px;
+  margin-bottom: 14px;
+}
+
+.bcp-total {
+  flex: 1 1 180px;
+  padding: 12px 14px;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+
+  span {
+    display: block;
+    font-size: 11px;
+    font-weight: 600;
+    letter-spacing: 0.04em;
+    text-transform: uppercase;
+    color: #64748b;
+  }
+
+  strong {
+    font-size: 18px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &--main {
+    background: #e6f4ee;
+    border-color: #1f7a4d;
+
+    strong {
+      color: #0f4f3c;
+    }
+  }
+}
+
+.bcp-card {
+  margin-bottom: 14px;
+}
+
+.bcp-strong {
+  font-weight: 700;
+}
+
+.bcp-move {
+  font-weight: 700;
+  color: #94a3b8;
+
+  &--in {
+    color: #16a34a;
+  }
+
+  &--out {
+    color: #dc2626;
+  }
+}
+
+.bcp-foot {
+  margin: 0;
+  font-size: 12px;
+  color: #64748b;
+}

src/app/cashier/branch-cash-position/branch-cash-position.component.ts

@@ -0,0 +1,112 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { MatIconModule } from '@angular/material/icon';
+import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
+import { of } from 'rxjs';
+import { catchError } from 'rxjs/operators';
+import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
+
+interface BranchDenomRow {
+  denominationId: number;
+  denominationValue: number;
+  kind: string;
+  vaultCount: number;
+  cashierCount: number;
+  totalCount: number;
+  totalAmount: number;
+  /** Notes taken in less notes given out by exchanges on the day. */
+  exchangeNet: number;
+}
+
+interface BranchPosition {
+  officeId: number;
+  officeName: string;
+  asOfDate: string;
+  vaultHasBreakdown: boolean;
+  vaultAmount: number;
+  cashiersAmount: number;
+  totalAmount: number;
+  denominations: BranchDenomRow[];
+}
+
+/**
+ * What the branch holds, denomination by denomination: the vault plus every cashier's drawer. An exchange
+ * (a customer hands in 10 x ₹500 and leaves with 50 x ₹100) leaves the vault alone and changes a drawer, so
+ * it only shows up in this total -- +10 on ₹500, -50 on ₹100.
+ */
+@Component({
+  selector: 'mifosx-branch-cash-position',
+  templateUrl: './branch-cash-position.component.html',
+  styleUrls: [
+    '../cashier-shared.scss',
+    '../cashier-position/cashier-position.component.scss',
+    './branch-cash-position.component.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    MatIconModule,
+    MatFormFieldModule,
+    MatInputModule
+  ]
+})
+export class BranchCashPositionComponent implements OnInit {
+  private service = inject(CashierService);
+
+  asOfDate = '';
+  loading = false;
+  errorMsg = '';
+  position: BranchPosition | null = null;
+
+  ngOnInit(): void {
+    const d = businessToday();
+    this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
+    this.load();
+  }
+
+  load(): void {
+    this.loading = true;
+    this.errorMsg = '';
+    this.position = null;
+    this.service
+      .branchCashPosition(this.asOfDate)
+      .pipe(catchError(() => of(null)))
+      .subscribe((data: BranchPosition | null) => {
+        this.loading = false;
+        if (!data) {
+          this.errorMsg = 'Could not load the branch cash position.';
+          return;
+        }
+        this.position = data;
+      });
+  }
+
+  onDateChange(value: string): void {
+    this.asOfDate = value;
+    this.load();
+  }
+
+  notes(): BranchDenomRow[] {
+    return (this.position?.denominations || []).filter((d) => d.kind !== 'coin');
+  }
+
+  coins(): BranchDenomRow[] {
+    return (this.position?.denominations || []).filter((d) => d.kind === 'coin');
+  }
+
+  /** "+10", "-50", or a dash when the day's exchanges did not touch the denomination. */
+  movement(net: number): string {
+    if (!net) return '—';
+    return net > 0 ? `+${net}` : `${net}`;
+  }
+}

src/app/cashier/cash-exchange-entry/cash-exchange-entry.component.html

@@ -22,50 +22,255 @@
     </div>
   </header>
 
-  <!-- ── Customer Info Bar ── -->
-  <div class="cx-customer-bar">
-    <div
-      class="cx-customer-toggle"
-      [class.cx-customer-toggle--active]="isAccountHolder"
-      (click)="toggleAccountHolder()"
-    >
-      <mat-icon>{{ isAccountHolder ? 'check_box' : 'check_box_outline_blank' }}</mat-icon>
-      <span>Account Holder</span>
-    </div>
-
-    @if (isAccountHolder) {
-      <label class="cx-field cx-field--inline">
-        <span>Account No.</span>
-        <input
-          type="text"
-          [value]="accountNo"
-          (input)="accountNo = $any($event.target).value"
-          placeholder="e.g. 000101234567"
-        />
-      </label>
-    } @else {
-      <span class="cx-walk-in"><mat-icon>person_outline</mat-icon> Walk-in Customer</span>
-    }
-
-    @if (needsIdProof) {
-      <div class="cx-pan-required">
-        <mat-icon>warning</mat-icon>
-        <span>Amount ≥ ₹50,000 — Customer PAN / Aadhaar required (RBI)</span>
+  <!-- ── Cashier: whose drawer takes the customer's notes and gives the change ── -->
+  @if (cashier) {
+    <section class="cx-cashier">
+      <div class="cx-avatar cx-avatar--sm">{{ cashierInitials }}</div>
+      <div class="cx-cashier__id">
+        <div class="cx-cashier__label">Cashier at the counter</div>
+        <div class="cx-cashier__name">{{ cashier.name || '—' }}</div>
+        <div class="cx-cashier__flow">
+          <span><mat-icon>south</mat-icon> Receives from customer</span>
+          <span><mat-icon>north</mat-icon> Gives to customer</span>
+        </div>
       </div>
-      <label class="cx-field cx-field--inline cx-field--pan">
-        <span>PAN / Aadhaar *</span>
-        <input
-          type="text"
-          [value]="customerIdProof"
-          (input)="customerIdProof = $any($event.target).value"
-          placeholder="ABCDE1234F"
-          maxlength="20"
-        />
-      </label>
-    }
-  </div>
+      <div class="cx-cashier__stats">
+        <div>
+          <span>Counter</span><strong>{{ cashier.tellerName || '—' }}</strong>
+        </div>
+        <div>
+          <span>Branch</span><strong>{{ cashier.officeName || '—' }}</strong>
+        </div>
+        <div>
+          <span>Allocated today</span
+          ><strong>{{
+            cashier.allocatedAmount === null ? '—' : '₹' + (cashier.allocatedAmount | number: '1.2-2')
+          }}</strong>
+        </div>
+        <div>
+          <span>Cash in hand</span><strong>₹{{ cashier.totalAmount | number: '1.2-2' }}</strong>
+        </div>
+      </div>
+    </section>
+  } @else if (noCashier) {
+    <section class="cx-cashier cx-cashier--none">
+      <mat-icon>person_off</mat-icon>
+      <div>
+        <div class="cx-cashier__name">Your login is not linked to a cashier</div>
+        <div class="cx-cashier__label">
+          A cash exchange moves notes in and out of a cashier's drawer, so it can only be recorded by a cashier. Log in
+          as a cashier to continue.
+        </div>
+      </div>
+    </section>
+  }
+
+  <!-- ── Customer: an existing client (details from their record) or a walk-in identified at the counter ── -->
+  <section class="cx-cust">
+    <header class="cx-cust__head">
+      <div class="cx-cust__title">
+        <span class="cx-cust__title-icon"><mat-icon>groups</mat-icon></span>
+        <div>
+          <div class="cx-cust__title-text">Customer</div>
+          <div class="cx-cust__title-sub">Who is exchanging cash at the counter</div>
+        </div>
+      </div>
+      <div class="cx-cust__modes" role="tablist" aria-label="Customer type">
+        <button
+          type="button"
+          role="tab"
+          class="cx-cust__mode"
+          [class.cx-cust__mode--active]="customerMode === 'existing'"
+          [attr.aria-selected]="customerMode === 'existing'"
+          (click)="setCustomerMode('existing')"
+        >
+          <mat-icon>badge</mat-icon> Existing Customer
+        </button>
+        <button
+          type="button"
+          role="tab"
+          class="cx-cust__mode"
+          [class.cx-cust__mode--active]="customerMode === 'walkin'"
+          [attr.aria-selected]="customerMode === 'walkin'"
+          (click)="setCustomerMode('walkin')"
+        >
+          <mat-icon>person_outline</mat-icon> Walk-in Customer
+        </button>
+      </div>
+    </header>
+
+    <div class="cx-cust__body">
+      <!-- Who -->
+      <div class="cx-cust__who">
+        @if (customerMode === 'existing') {
+          @if (loadingCustomer) {
+            <div class="cx-cust__empty">
+              <mat-icon class="cx-cust__empty-icon cx-spin">autorenew</mat-icon>
+              <div class="cx-cust__empty-title">Loading customer details…</div>
+            </div>
+          } @else if (!selectedCustomer) {
+            <div class="cx-cust__empty">
+              <mat-icon class="cx-cust__empty-icon">person_search</mat-icon>
+              <div class="cx-cust__empty-title">No customer selected</div>
+              <div class="cx-cust__empty-sub">Search by name, account no., PAN or Aadhaar</div>
+              <button type="button" class="cx-btn cx-btn--primary" (click)="openCustomerSearch()">
+                <mat-icon>search</mat-icon> Search Customer
+              </button>
+            </div>
+          } @else {
+            <div class="cx-cust__card">
+              <div class="cx-cust__card-top">
+                <div class="cx-avatar">{{ customerInitials }}</div>
+                <div class="cx-cust__card-id">
+                  <div class="cx-cust__name">{{ selectedCustomer.displayName }}</div>
+                  <div class="cx-cust__badges">
+                    <span
+                      class="cx-kyc"
+                      [class.cx-kyc--ok]="selectedCustomer.kycStatus === 'Verified'"
+                      [class.cx-kyc--warn]="selectedCustomer.kycStatus !== 'Verified'"
+                    >
+                      <mat-icon>{{
+                        selectedCustomer.kycStatus === 'Verified' ? 'verified_user' : 'gpp_maybe'
+                      }}</mat-icon>
+                      KYC: {{ selectedCustomer.kycStatus }}
+                    </span>
+                    @if (selectedCustomer.accountType) {
+                      <span class="cx-chip-tag">{{ selectedCustomer.accountType }}</span>
+                    }
+                  </div>
+                </div>
+                <div class="cx-cust__card-actions">
+                  <button type="button" class="cx-link-btn" (click)="openCustomerSearch()">
+                    <mat-icon>swap_horiz</mat-icon> Change
+                  </button>
+                  <button type="button" class="cx-link-btn cx-link-btn--danger" (click)="clearCustomer()">
+                    <mat-icon>close</mat-icon> Remove
+                  </button>
+                </div>
+              </div>
+              <div class="cx-cust__grid">
+                <div>
+                  <span>CIF No.</span><strong>{{ selectedCustomer.cifNumber || '—' }}</strong>
+                </div>
+                <div>
+                  <span>Client ID</span><strong>{{ selectedCustomer.clientId }}</strong>
+                </div>
+                <div>
+                  <span>Mobile</span><strong>{{ selectedCustomer.mobileNo || '—' }}</strong>
+                </div>
+                <div>
+                  <span>Branch</span><strong>{{ selectedCustomer.officeName || '—' }}</strong>
+                </div>
+                <div>
+                  <span>Account</span><strong>{{ selectedCustomer.accountNo || 'No account' }}</strong>
+                </div>
+                <div>
+                  <span>PAN on record</span>
+                  <strong>
+                    {{ selectedCustomer.kycPan || 'Not on record' }}
+                    @if (selectedCustomer.kycPan) {
+                      <span
+                        class="cx-kyc cx-kyc--sm"
+                        [class.cx-kyc--ok]="selectedCustomer.panVerified"
+                        [class.cx-kyc--warn]="!selectedCustomer.panVerified"
+                        >{{ selectedCustomer.panVerified ? 'Verified' : 'Not verified' }}</span
+                      >
+                    }
+                  </strong>
+                </div>
+              </div>
+            </div>
+          }
+        } @else {
+          <div class="cx-cust__walkin">
+            <label class="cx-field">
+              <span>Customer Name{{ needsPan ? ' *' : '' }}</span>
+              <input
+                type="text"
+                [value]="walkInName"
+                (input)="walkInName = $any($event.target).value"
+                placeholder="Full name as on ID"
+                maxlength="150"
+                autocomplete="off"
+              />
+            </label>
+            <label class="cx-field">
+              <span>Mobile</span>
+              <input
+                type="tel"
+                inputmode="numeric"
+                [value]="walkInMobile"
+                (input)="walkInMobile = $any($event.target).value"
+                placeholder="10-digit mobile number"
+                maxlength="15"
+                autocomplete="off"
+              />
+            </label>
+          </div>
+        }
+      </div>
+
+      <!-- PAN -->
+      <div
+        class="cx-pan"
+        [class.cx-pan--required]="panMissing"
+        [class.cx-pan--invalid]="panFormatInvalid"
+        [class.cx-pan--valid]="panValue && !panFormatInvalid"
+      >
+        <div class="cx-pan__head">
+          <mat-icon>credit_card</mat-icon>
+          <span class="cx-pan__label">PAN Card</span>
+          <span class="cx-pan__tag" [class.cx-pan__tag--on]="needsPan">{{ needsPan ? 'Mandatory' : 'Optional' }}</span>
+        </div>
+        <div class="cx-pan__input">
+          <input
+            type="text"
+            [value]="panNumber"
+            (input)="panNumber = $any($event.target).value.toUpperCase()"
+            placeholder="ABCDE1234F"
+            maxlength="10"
+            autocomplete="off"
+            spellcheck="false"
+            aria-label="PAN number"
+          />
+          @if (panValue && !panFormatInvalid) {
+            <mat-icon class="cx-pan__state cx-pan__state--ok">check_circle</mat-icon>
+          } @else if (panFormatInvalid) {
+            <mat-icon class="cx-pan__state cx-pan__state--bad">error</mat-icon>
+          }
+        </div>
+        <div class="cx-pan__hint">
+          @if (panFormatInvalid) {
+            PAN is 5 letters, 4 digits, 1 letter (e.g. ABCDE1234F).
+          } @else if (panFromKyc) {
+            <mat-icon>link</mat-icon> Fetched from the customer's KYC record.
+          } @else if (panMissing) {
+            Required: this exchange is above ₹50,000 (Income Tax Rule 114B / RBI).
+          } @else {
+            Mandatory for exchanges above ₹50,000.
+          }
+        </div>
+      </div>
+    </div>
+  </section>
 
   <div class="cx-cols">
+    <!-- The cashier's count of a denomination and what this exchange does to it, updated as counts are typed. -->
+    <ng-template #drawerCell let-d="d">
+      @if (availableFor(d) === null) {
+        —
+      } @else {
+        In drawer <strong>{{ availableFor(d) }}</strong>
+        @if (netFor(d) !== 0) {
+          <span class="cx-after">
+            <mat-icon>{{ netFor(d) > 0 ? 'trending_up' : 'trending_down' }}</mat-icon>
+            <strong>{{ drawerAfter(d) }}</strong>
+            <small>({{ netFor(d) > 0 ? '+' : '' }}{{ netFor(d) }})</small>
+          </span>
+        }
+      }
+    </ng-template>
+
     <!-- RECEIVED -->
     <section class="cx-col cx-col--received">
       <header class="cx-col-head">
@@ -78,7 +283,7 @@
           <div class="cx-subhead">Bank Notes</div>
         }
         @for (d of notes; track d.id) {
-          <div class="cx-row">
+          <div class="cx-row cx-row--stock">
             <span class="cx-chip">{{ d.label }}</span>
             <div class="cx-step">
               <button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button>
@@ -90,6 +295,9 @@
               />
               <button type="button" (click)="bump('r', d, 1)">+</button>
             </div>
+            <span class="cx-avail" [class.cx-avail--up]="netFor(d) > 0" [class.cx-avail--down]="netFor(d) < 0">
+              <ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
+            </span>
             <span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0"
               >₹{{ subtotal('r', d) | number: '1.2-2' }}</span
             >
@@ -99,7 +307,7 @@
           <div class="cx-subhead">Coins</div>
         }
         @for (d of coins; track d.id) {
-          <div class="cx-row">
+          <div class="cx-row cx-row--stock">
             <span class="cx-chip cx-chip--coin">{{ d.label }}</span>
             <div class="cx-step">
               <button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button>
@@ -111,6 +319,9 @@
               />
               <button type="button" (click)="bump('r', d, 1)">+</button>
             </div>
+            <span class="cx-avail" [class.cx-avail--up]="netFor(d) > 0" [class.cx-avail--down]="netFor(d) < 0">
+              <ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
+            </span>
             <span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0"
               >₹{{ subtotal('r', d) | number: '1.2-2' }}</span
             >
@@ -131,7 +342,7 @@
           <div class="cx-subhead">Bank Notes</div>
         }
         @for (d of notes; track d.id) {
-          <div class="cx-row">
+          <div class="cx-row cx-row--stock" [class.cx-row--over]="exceedsAvailable(d)">
             <span class="cx-chip">{{ d.label }}</span>
             <div class="cx-step">
               <button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button>
@@ -141,8 +352,16 @@
                 [value]="countFor('g', d)"
                 (input)="onChange('g', d, $any($event.target).value)"
               />
-              <button type="button" (click)="bump('g', d, 1)">+</button>
+              <button type="button" (click)="bump('g', d, 1)" [disabled]="!canGiveMore(d)">+</button>
             </div>
+            <span
+              class="cx-avail"
+              [class.cx-avail--up]="netFor(d) > 0"
+              [class.cx-avail--down]="netFor(d) < 0"
+              [class.cx-avail--over]="exceedsAvailable(d)"
+            >
+              <ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
+            </span>
             <span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0"
               >₹{{ subtotal('g', d) | number: '1.2-2' }}</span
             >
@@ -152,7 +371,7 @@
           <div class="cx-subhead">Coins</div>
         }
         @for (d of coins; track d.id) {
-          <div class="cx-row">
+          <div class="cx-row cx-row--stock" [class.cx-row--over]="exceedsAvailable(d)">
             <span class="cx-chip cx-chip--coin">{{ d.label }}</span>
             <div class="cx-step">
               <button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button>
@@ -162,8 +381,16 @@
                 [value]="countFor('g', d)"
                 (input)="onChange('g', d, $any($event.target).value)"
               />
-              <button type="button" (click)="bump('g', d, 1)">+</button>
+              <button type="button" (click)="bump('g', d, 1)" [disabled]="!canGiveMore(d)">+</button>
             </div>
+            <span
+              class="cx-avail"
+              [class.cx-avail--up]="netFor(d) > 0"
+              [class.cx-avail--down]="netFor(d) < 0"
+              [class.cx-avail--over]="exceedsAvailable(d)"
+            >
+              <ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
+            </span>
             <span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0"
               >₹{{ subtotal('g', d) | number: '1.2-2' }}</span
             >
@@ -173,6 +400,30 @@
     </section>
   </div>
 
+  <!-- What this exchange does to the cashier's drawer, denomination by denomination. -->
+  @if (impactRows.length) {
+    <div class="cx-impact">
+      <div class="cx-impact__title"><mat-icon>inventory_2</mat-icon> Drawer after this exchange</div>
+      <div class="cx-impact__chips">
+        @for (r of impactRows; track r.id) {
+          <span
+            class="cx-impact__chip"
+            [class.cx-impact__chip--up]="r.net > 0"
+            [class.cx-impact__chip--down]="r.net < 0"
+          >
+            <b>{{ r.label }}</b>
+            {{ r.before }} → {{ r.after }}
+            <em>({{ r.net > 0 ? '+' : '' }}{{ r.net }})</em>
+          </span>
+        }
+      </div>
+      <div class="cx-impact__note">
+        The branch's total for each denomination moves by the same amount; the vault is not touched (Branch Ops → Branch
+        Cash Position).
+      </div>
+    </div>
+  }
+
   <div class="cx-summary">
     <div class="cx-sum">
       <span>Received</span><strong>₹{{ receivedTotal | number: '1.2-2' }}</strong>
@@ -213,9 +464,15 @@
       </div>
     </div>
   }
-  @if (needsIdProof && !customerIdProof.trim()) {
+  @if (panMissing) {
     <div class="cx-warn cx-warn--pan">
-      <mat-icon>badge</mat-icon> Enter customer PAN / Aadhaar to proceed (amount ≥ ₹50,000).
+      <mat-icon>badge</mat-icon> Enter the customer's PAN to proceed (amount above ₹50,000).
+    </div>
+  }
+  @if (!customerIdentified && !loadingCustomer) {
+    <div class="cx-warn cx-warn--pan">
+      <mat-icon>person_search</mat-icon>
+      {{ customerMode === 'existing' ? 'Search and select the customer.' : "Enter the walk-in customer's name." }}
     </div>
   }
 

src/app/cashier/cash-exchange-entry/cash-exchange-entry.component.scss

@@ -73,99 +73,584 @@
   }
 }
 
-/* ── Customer info bar ── */
-.cx-customer-bar {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  padding: 10px 14px;
-  background: #f8fafc;
+/* ── Customer: existing client or walk-in, plus PAN ── */
+.cx-cust {
+  background: #fff;
   border: 1px solid #e2e8f0;
-  border-radius: 10px;
-  flex-wrap: wrap;
-}
+  border-radius: 14px;
+  box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
+  overflow: hidden;
 
-.cx-customer-toggle {
-  display: flex;
-  align-items: center;
-  gap: 6px;
-  font-size: 13px;
-  font-weight: 600;
-  color: #475569;
-  cursor: pointer;
-  user-select: none;
+  &__head {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    flex-wrap: wrap;
+    gap: 12px;
+    padding: 12px 16px;
+    background: linear-gradient(180deg, #f8fafc, #f1f5f9);
+    border-bottom: 1px solid #e2e8f0;
+  }
 
-  mat-icon {
-    font-size: 20px;
-    height: 20px;
-    width: 20px;
+  &__title {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+  }
+
+  &__title-icon {
+    display: grid;
+    place-items: center;
+    width: 36px;
+    height: 36px;
+    border-radius: 10px;
+    background: #e6f4ee;
+    color: #0f4f3c;
+
+    mat-icon {
+      font-size: 20px;
+      width: 20px;
+      height: 20px;
+    }
+  }
+
+  &__title-text {
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__title-sub {
+    font-size: 12px;
+    color: #64748b;
+  }
+
+  &__modes {
+    display: inline-flex;
+    padding: 3px;
+    background: #e2e8f0;
+    border-radius: 10px;
+  }
+
+  &__mode {
+    display: inline-flex;
+    align-items: center;
+    gap: 6px;
+    height: 32px;
+    padding: 0 14px;
+    border: 0;
+    border-radius: 8px;
+    background: transparent;
+    font-size: 13px;
+    font-weight: 600;
+    color: #475569;
+    cursor: pointer;
+    transition:
+      background 0.15s ease,
+      color 0.15s ease;
+
+    mat-icon {
+      font-size: 18px;
+      width: 18px;
+      height: 18px;
+    }
+
+    &:hover {
+      color: #0f172a;
+    }
+
+    &--active,
+    &--active:hover {
+      background: #fff;
+      color: #0f4f3c;
+      box-shadow: 0 1px 3px rgb(15 23 42 / 15%);
+    }
+  }
+
+  &__body {
+    display: grid;
+    grid-template-columns: minmax(0, 1.7fr) minmax(260px, 1fr);
+    gap: 16px;
+    padding: 16px;
+  }
+
+  &__who {
+    min-width: 0;
+  }
+
+  /* Nothing picked yet, or loading */
+  &__empty {
+    display: flex;
+    flex-direction: column;
+    align-items: center;
+    justify-content: center;
+    gap: 4px;
+    min-height: 150px;
+    padding: 20px;
+    text-align: center;
+    background: #f8fafc;
+    border: 1.5px dashed #cbd5e1;
+    border-radius: 12px;
+  }
+
+  &__empty-icon {
+    font-size: 36px;
+    width: 36px;
+    height: 36px;
     color: #94a3b8;
   }
 
-  &--active {
-    color: #1e40af;
+  &__empty-title {
+    font-size: 14px;
+    font-weight: 600;
+    color: #334155;
+  }
+
+  &__empty-sub {
+    margin-bottom: 8px;
+    font-size: 12px;
+    color: #64748b;
+  }
+
+  /* A picked client */
+  &__card {
+    padding: 14px;
+    background: #fff;
+    border: 1px solid #e2e8f0;
+    border-radius: 12px;
+  }
+
+  &__card-top {
+    display: flex;
+    align-items: center;
+    flex-wrap: wrap;
+    gap: 12px;
+  }
+
+  &__card-id {
+    flex: 1 1 180px;
+    min-width: 0;
+  }
+
+  &__name {
+    font-size: 16px;
+    font-weight: 700;
+    color: #0f172a;
+    overflow-wrap: anywhere;
+  }
+
+  &__badges {
+    display: flex;
+    align-items: center;
+    flex-wrap: wrap;
+    gap: 6px;
+    margin-top: 4px;
+  }
+
+  &__card-actions {
+    display: flex;
+    gap: 4px;
+  }
+
+  &__grid {
+    display: grid;
+    grid-template-columns: repeat(auto-fill, minmax(150px, 1fr));
+    gap: 12px 16px;
+    margin-top: 12px;
+    padding-top: 12px;
+    border-top: 1px dashed #e2e8f0;
+
+    span {
+      display: block;
+      margin-bottom: 2px;
+      font-size: 11px;
+      color: #64748b;
+    }
+
+    strong {
+      font-size: 13px;
+      font-weight: 600;
+      color: #0f172a;
+    }
+  }
+
+  /* A walk-in, identified at the counter */
+  &__walkin {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 12px;
+
+    .cx-field {
+      font-size: 12px;
+    }
+
+    .cx-field input {
+      width: 100%;
+      height: 40px;
+      box-sizing: border-box;
+    }
+  }
+
+  .cx-field input:focus {
+    outline: none;
+    border-color: #1f7a4d;
+    box-shadow: 0 0 0 3px rgb(31 122 77 / 15%);
+  }
+}
+
+.cx-avatar {
+  display: grid;
+  place-items: center;
+  flex: 0 0 auto;
+  width: 44px;
+  height: 44px;
+  border-radius: 50%;
+  background: linear-gradient(135deg, #1f7a4d, #0f4f3c);
+  font-size: 15px;
+  font-weight: 700;
+  letter-spacing: 0.02em;
+  color: #fff;
+
+  &--sm {
+    width: 40px;
+    height: 40px;
+    font-size: 14px;
+  }
+}
+
+/* The cashier at the counter, or why there is none */
+.cx-cashier {
+  display: flex;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 14px 20px;
+  padding: 12px 16px;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-left: 4px solid #1f7a4d;
+  border-radius: 14px;
+  box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
+
+  &__id {
+    flex: 1 1 220px;
+    min-width: 0;
+  }
+
+  &__label {
+    font-size: 11px;
+    font-weight: 600;
+    letter-spacing: 0.04em;
+    text-transform: uppercase;
+    color: #64748b;
+  }
+
+  &__name {
+    font-size: 16px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__flow {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 4px 14px;
+    margin-top: 2px;
+    font-size: 12px;
+    color: #475569;
+
+    span {
+      display: inline-flex;
+      align-items: center;
+      gap: 2px;
+    }
 
     mat-icon {
-      color: #1e40af;
+      font-size: 14px;
+      width: 14px;
+      height: 14px;
+      color: #94a3b8;
+    }
+  }
+
+  &__stats {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 10px 28px;
+
+    span {
+      display: block;
+      font-size: 11px;
+      color: #64748b;
+    }
+
+    strong {
+      font-size: 14px;
+      font-weight: 600;
+      color: #0f172a;
+    }
+  }
+
+  &--none {
+    background: #fffbeb;
+    border-color: #fcd34d;
+    border-left-color: #d97706;
+
+    mat-icon {
+      color: #d97706;
+    }
+
+    .cx-cashier__label {
+      font-weight: 500;
+      letter-spacing: 0;
+      text-transform: none;
+      color: #92400e;
     }
   }
 }
 
-.cx-walk-in {
-  display: flex;
+.cx-kyc {
+  display: inline-flex;
   align-items: center;
   gap: 4px;
-  font-size: 12px;
-  color: #64748b;
+  padding: 2px 8px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 600;
 
   mat-icon {
-    font-size: 16px;
-    height: 16px;
-    width: 16px;
+    font-size: 14px;
+    width: 14px;
+    height: 14px;
+  }
+
+  &--ok {
+    background: #dcfce7;
+    color: #166534;
+  }
+
+  &--warn {
+    background: #fef3c7;
+    color: #92400e;
+  }
+
+  &--sm {
+    margin-left: 6px;
+    padding: 1px 6px;
+    font-size: 10px;
   }
 }
 
-.cx-pan-required {
-  display: flex;
-  align-items: center;
-  gap: 6px;
-  padding: 4px 10px;
-  background: #fffbeb;
-  border: 1px solid #fcd34d;
+.cx-chip-tag {
+  padding: 2px 8px;
   border-radius: 6px;
+  background: #eef2ff;
+  font-size: 11px;
+  font-weight: 600;
+  color: #3730a3;
+}
+
+.cx-link-btn {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  height: 30px;
+  padding: 0 10px;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
   font-size: 12px;
   font-weight: 600;
-  color: #92400e;
+  color: #1e40af;
+  cursor: pointer;
 
   mat-icon {
     font-size: 16px;
-    height: 16px;
     width: 16px;
-    color: #d97706;
+    height: 16px;
+  }
+
+  &:hover {
+    background: #eff6ff;
+  }
+
+  &--danger {
+    color: #b91c1c;
+
+    &:hover {
+      background: #fef2f2;
+    }
   }
 }
 
-.cx-field--inline {
-  flex-direction: row;
-  align-items: center;
+/* PAN: neutral until needed, amber when required and missing, red when malformed, green when valid */
+.cx-pan {
+  display: flex;
+  flex-direction: column;
+  align-self: start;
   gap: 8px;
+  padding: 14px;
+  background: #f8fafc;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
 
-  span {
-    white-space: nowrap;
+  &__head {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+
+    mat-icon {
+      font-size: 20px;
+      width: 20px;
+      height: 20px;
+      color: #475569;
+    }
   }
 
-  input {
-    width: 180px;
+  &__label {
+    font-size: 13px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__tag {
+    margin-left: auto;
+    padding: 2px 8px;
+    border-radius: 999px;
+    background: #e2e8f0;
+    font-size: 11px;
+    font-weight: 600;
+    color: #475569;
+
+    &--on {
+      background: #fef3c7;
+      color: #92400e;
+    }
+  }
+
+  &__input {
+    position: relative;
+
+    input {
+      width: 100%;
+      height: 44px;
+      box-sizing: border-box;
+      padding: 0 40px 0 12px;
+      background: #fff;
+      border: 1.5px solid #cbd5e1;
+      border-radius: 10px;
+      font-family: ui-monospace, sfmono-regular, menlo, consolas, monospace;
+      font-size: 18px;
+      font-weight: 600;
+      letter-spacing: 0.18em;
+      text-transform: uppercase;
+      color: #0f172a;
+
+      &::placeholder {
+        font-weight: 500;
+        color: #cbd5e1;
+      }
+
+      &:focus {
+        outline: none;
+        border-color: #1f7a4d;
+        box-shadow: 0 0 0 3px rgb(31 122 77 / 15%);
+      }
+    }
+  }
+
+  &__state {
+    position: absolute;
+    top: 50%;
+    right: 10px;
+    transform: translateY(-50%);
+    font-size: 22px;
+    width: 22px;
+    height: 22px;
+
+    &--ok {
+      color: #16a34a;
+    }
+
+    &--bad {
+      color: #dc2626;
+    }
+  }
+
+  &__hint {
+    display: flex;
+    align-items: center;
+    gap: 4px;
+    font-size: 12px;
+    color: #64748b;
+
+    mat-icon {
+      font-size: 14px;
+      width: 14px;
+      height: 14px;
+    }
+  }
+
+  &--required {
+    background: #fffbeb;
+    border-color: #fcd34d;
+
+    .cx-pan__input input {
+      border-color: #f59e0b;
+    }
+
+    .cx-pan__hint {
+      font-weight: 600;
+      color: #92400e;
+    }
+  }
+
+  &--invalid {
+    background: #fef2f2;
+    border-color: #fecaca;
+
+    .cx-pan__input input {
+      border-color: #ef4444;
+    }
+
+    .cx-pan__hint {
+      font-weight: 600;
+      color: #b91c1c;
+    }
+  }
+
+  &--valid {
+    background: #f0fdf4;
+    border-color: #bbf7d0;
+
+    .cx-pan__input input {
+      border-color: #22c55e;
+    }
+
+    .cx-pan__hint {
+      color: #166534;
+    }
   }
 }
 
-.cx-field--pan input {
-  width: 160px;
-  border-color: #fcd34d;
+.cx-spin {
+  animation: cx-spin 1s linear infinite;
+}
 
-  &:focus {
-    outline: none;
-    border-color: #d97706;
+@keyframes cx-spin {
+  to {
+    transform: rotate(360deg);
+  }
+}
+
+@media (width <= 900px) {
+  .cx-cust__body {
+    grid-template-columns: 1fr;
+  }
+}
+
+@media (width <= 600px) {
+  .cx-cust__walkin {
+    grid-template-columns: 1fr;
   }
 }
 
@@ -345,6 +830,129 @@
   border-bottom: 1px dotted #eef2f7;
 }
 
+/* Both sides: the cashier's count of each denomination sits between the counter and the amount. */
+.cx-row--stock {
+  grid-template-columns: 64px 120px 1fr 96px;
+}
+
+.cx-row--over {
+  background: #fef2f2;
+}
+
+.cx-avail {
+  padding-left: 6px;
+  font-size: 12px;
+  color: #64748b;
+
+  strong {
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  /* the count after this exchange: green when it goes up, red when it goes down */
+  .cx-after {
+    display: inline-flex;
+    align-items: center;
+    gap: 3px;
+    margin-left: 6px;
+    font-weight: 600;
+
+    mat-icon {
+      font-size: 16px;
+      width: 16px;
+      height: 16px;
+    }
+
+    small {
+      font-size: 11px;
+    }
+  }
+
+  &--up .cx-after,
+  &--up .cx-after strong {
+    color: #15803d;
+  }
+
+  &--down .cx-after,
+  &--down .cx-after strong {
+    color: #b45309;
+  }
+
+  &--over,
+  &--over strong,
+  &--over .cx-after,
+  &--over .cx-after strong {
+    color: #b91c1c;
+  }
+}
+
+/* The drawer after the whole exchange, one chip per denomination it changes */
+.cx-impact {
+  padding: 12px 14px;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+
+  &__title {
+    display: flex;
+    align-items: center;
+    gap: 6px;
+    margin-bottom: 8px;
+    font-size: 13px;
+    font-weight: 700;
+    color: #0f172a;
+
+    mat-icon {
+      font-size: 18px;
+      width: 18px;
+      height: 18px;
+      color: #475569;
+    }
+  }
+
+  &__chips {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 8px;
+  }
+
+  &__chip {
+    display: inline-flex;
+    align-items: center;
+    gap: 6px;
+    padding: 5px 10px;
+    border-radius: 8px;
+    background: #f1f5f9;
+    font-size: 12px;
+    color: #334155;
+
+    b {
+      font-weight: 700;
+    }
+
+    em {
+      font-style: normal;
+      font-weight: 700;
+    }
+
+    &--up {
+      background: #dcfce7;
+      color: #166534;
+    }
+
+    &--down {
+      background: #fef3c7;
+      color: #92400e;
+    }
+  }
+
+  &__note {
+    margin-top: 8px;
+    font-size: 11px;
+    color: #64748b;
+  }
+}
+
 .cx-chip {
   display: inline-flex;
   align-items: center;

src/app/cashier/cash-exchange-entry/cash-exchange-entry.component.ts

@@ -11,7 +11,15 @@ import { CommonModule } from '@angular/common';
 import { FormsModule } from '@angular/forms';
 import { MatIconModule } from '@angular/material/icon';
 import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { MatDialog, MatDialogModule } from '@angular/material/dialog';
+import { forkJoin, of } from 'rxjs';
+import { catchError } from 'rxjs/operators';
 import { CashierService } from '../cashier.service';
+import { ClientsService } from 'app/clients/clients.service';
+import {
+  CustomerSearchDialogComponent,
+  CustomerSearchResult
+} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
 import { businessToday } from 'app/core/utils/business-today';
 
 interface Denom {
@@ -21,6 +29,47 @@ interface Denom {
   label: string;
 }
 
+/** An existing client picked through Customer Search, with what the counter needs to identify them. */
+interface SelectedCustomer {
+  clientId: number;
+  displayName: string;
+  cifNumber: string | null;
+  mobileNo: string | null;
+  officeName: string | null;
+  accountNo: string | null;
+  accountType: string | null;
+  /** PAN on the client's KYC record, if any. */
+  kycPan: string | null;
+  panVerified: boolean;
+  kycStatus: string;
+}
+
+/** The cashier at the counter: the one who takes the customer's notes and hands over the change. */
+interface CashierInfo {
+  cashierId: number;
+  name: string;
+  tellerName: string | null;
+  officeName: string | null;
+  /** Cash the vault allocated to them for the day, once known. */
+  allocatedAmount: number | null;
+  /** Cash they hold now. */
+  totalAmount: number;
+}
+
+/** Same rule as ClientKycApiConstants.PAN_REGEX on the server: 5 letters, 4 digits, 1 letter. */
+const PAN_PATTERN = /^[A-Z]{5}[0-9]{4}[A-Z]$/;
+
+/** Income Tax Rule 114B / RBI: a cash exchange above this needs the customer's PAN. */
+const PAN_MANDATORY_ABOVE = 50000;
+
+const KYC_STATUS: Record<number, string> = {
+  100: 'Pending',
+  200: 'In Progress',
+  300: 'Verified',
+  400: 'Rejected',
+  500: 'Expired'
+};
+
 /** Cashier cash-exchange entry: customer gives some denominations and takes equal-value change (net 0). */
 @Component({
   selector: 'mifosx-cash-exchange-entry',
@@ -31,11 +80,14 @@ interface Denom {
     CommonModule,
     FormsModule,
     MatIconModule,
-    MatSnackBarModule
+    MatSnackBarModule,
+    MatDialogModule
   ]
 })
 export class CashExchangeEntryComponent implements OnInit {
   private service = inject(CashierService);
+  private clientsService = inject(ClientsService);
+  private dialog = inject(MatDialog);
   private snackBar = inject(MatSnackBar);
 
   notes: Denom[] = [];
@@ -47,11 +99,17 @@ export class CashExchangeEntryComponent implements OnInit {
   saving = false;
 
   // ── Customer info ──
-  isAccountHolder = false;
-  accountNo = '';
-  customerIdProof = '';
+  /** An existing client found through Customer Search, or a walk-in identified at the counter. */
+  customerMode: 'existing' | 'walkin' = 'walkin';
+  selectedCustomer: SelectedCustomer | null = null;
+  loadingCustomer = false;
+  walkInName = '';
+  walkInMobile = '';
+  panNumber = '';
 
-  // ── Cashier position (for denomination overdraft check) ──
+  // ── Cashier at the counter, and their position (for the denomination overdraft check) ──
+  /** The cashier linked to the logged-in user; null when the login is not a cashier's. */
+  cashier: CashierInfo | null = null;
   private availableMap = new Map<number, number>();
   positionLoaded = false;
 
@@ -88,7 +146,19 @@ export class CashExchangeEntryComponent implements OnInit {
         ((res?.denominations || []) as any[]).forEach((d: any) => {
           if (d.denominationId) this.availableMap.set(Number(d.denominationId), Number(d.count ?? 0));
         });
+        const cashierId = res?.cashierId ? Number(res.cashierId) : null;
+        this.cashier = cashierId
+          ? {
+              cashierId,
+              name: res.cashierName || '',
+              tellerName: null,
+              officeName: null,
+              allocatedAmount: null,
+              totalAmount: Number(res.totalAmount ?? 0)
+            }
+          : null;
         this.positionLoaded = true;
+        if (cashierId) this.loadCashierDetails(cashierId);
       },
       error: () => {
         this.positionLoaded = true;
@@ -96,6 +166,31 @@ export class CashExchangeEntryComponent implements OnInit {
     });
   }
 
+  /** The counter, branch and today's allocation; the card still shows name and cash in hand without them. */
+  private loadCashierDetails(cashierId: number): void {
+    this.service
+      .getInterCashierCashierSummary(cashierId, this.exchangeDate)
+      .pipe(catchError(() => of(null)))
+      .subscribe((r: any) => {
+        if (!r || this.cashier?.cashierId !== cashierId) return;
+        this.cashier = {
+          ...this.cashier,
+          tellerName: r.tellerName || null,
+          officeName: r.officeName || null,
+          allocatedAmount: Number(r.allocatedAmount ?? 0)
+        };
+      });
+  }
+
+  /** Up to two letters for the cashier's avatar. */
+  get cashierInitials(): string {
+    const words = (this.cashier?.name || '').trim().split(/\s+/).filter(Boolean);
+    if (words.length === 0) return '?';
+    const first = words[0].charAt(0);
+    const last = words.length > 1 ? words[words.length - 1].charAt(0) : '';
+    return (first + last).toUpperCase();
+  }
+
   countFor(side: 'r' | 'g', d: Denom): number {
     return (side === 'r' ? this.receivedCounts : this.givenCounts)[d.id] || 0;
   }
@@ -129,14 +224,102 @@ export class CashExchangeEntryComponent implements OnInit {
     return this.receivedTotal > 0 && this.receivedTotal === this.givenTotal;
   }
 
-  /** Above ₹50,000 PAN/ID is mandatory per RBI guideline */
-  get needsIdProof(): boolean {
-    return this.receivedTotal >= 50000;
+  /** Above ₹50,000 the customer's PAN is mandatory (Income Tax Rule 114B, followed under RBI guidelines). */
+  get needsPan(): boolean {
+    return this.receivedTotal > PAN_MANDATORY_ABOVE;
+  }
+
+  /** Up to two letters for the avatar: first and last word of the customer's name. */
+  get customerInitials(): string {
+    const words = (this.selectedCustomer?.displayName || '').trim().split(/\s+/).filter(Boolean);
+    if (words.length === 0) return '?';
+    const first = words[0].charAt(0);
+    const last = words.length > 1 ? words[words.length - 1].charAt(0) : '';
+    return (first + last).toUpperCase();
+  }
+
+  get panValue(): string {
+    return this.panNumber.trim().toUpperCase();
+  }
+
+  /** A PAN that is entered must be well-formed, required or not. */
+  get panFormatInvalid(): boolean {
+    return !!this.panValue && !PAN_PATTERN.test(this.panValue);
+  }
+
+  get panMissing(): boolean {
+    return this.needsPan && !this.panValue;
+  }
+
+  /** The PAN comes from the client's KYC record, so the cashier confirms it rather than types it. */
+  get panFromKyc(): boolean {
+    return !!this.selectedCustomer?.kycPan && this.panValue === this.selectedCustomer.kycPan.toUpperCase();
+  }
+
+  /** Who the customer is has to be known: a picked client, or a walk-in's name once PAN is required. */
+  get customerIdentified(): boolean {
+    if (this.customerMode === 'existing') return !!this.selectedCustomer;
+    return !this.needsPan || this.walkInName.trim().length > 0;
+  }
+
+  /** A login with no cashier behind it has no drawer to take notes into or give change from. */
+  get noCashier(): boolean {
+    return this.positionLoaded && !this.cashier;
+  }
+
+  /** How many of the denomination the cashier holds, or null while that is not known (loading, or no cashier). */
+  availableFor(d: Denom): number | null {
+    if (!this.positionLoaded || !this.cashier) return null;
+    return this.availableMap.get(d.id) ?? 0;
+  }
+
+  /** The cashier is giving more of this denomination than they hold. */
+  exceedsAvailable(d: Denom): boolean {
+    const available = this.availableFor(d);
+    return available !== null && this.countFor('g', d) > available;
+  }
+
+  /** The + on the given side stops at what the cashier holds; a larger typed number is still caught and shown. */
+  canGiveMore(d: Denom): boolean {
+    const available = this.availableFor(d);
+    return available === null || this.countFor('g', d) < available;
+  }
+
+  /** What this exchange does to the cashier's count of the denomination: notes taken in less notes given out. */
+  netFor(d: Denom): number {
+    return this.countFor('r', d) - this.countFor('g', d);
+  }
+
+  /** The cashier's count of the denomination once this exchange is recorded, or null while it is not known. */
+  drawerAfter(d: Denom): number | null {
+    const available = this.availableFor(d);
+    return available === null ? null : available + this.netFor(d);
+  }
+
+  /**
+   * The denominations this exchange changes, with the drawer's count before and after, so the effect shows
+   * while the counts are being typed. The branch's total for each denomination moves by the same amount, as
+   * the customer's notes go into the drawer and the change comes out of it; the vault is not involved.
+   */
+  get impactRows(): Array<{ id: number; label: string; kind: string; net: number; before: number; after: number }> {
+    if (!this.positionLoaded || !this.cashier) return [];
+    return this.denoms
+      .filter((d) => this.netFor(d) !== 0)
+      .map((d) => ({
+        id: d.id,
+        label: d.label,
+        kind: d.kind,
+        net: this.netFor(d),
+        before: this.availableFor(d) ?? 0,
+        after: this.drawerAfter(d) ?? 0
+      }));
   }
 
   /** Denominations where cashier is giving more than currently available. */
   get givenOverdraftItems(): Array<{ label: string; available: number; requested: number }> {
-    if (!this.positionLoaded) return [];
+    // Without a cashier every denomination would read as "0 available"; the missing cashier is the
+    // thing to tell the user, not a stock shortage.
+    if (!this.positionLoaded || !this.cashier) return [];
     return this.denoms
       .map((d) => ({ label: d.label, available: this.availableMap.get(d.id) ?? 0, requested: this.countFor('g', d) }))
       .filter((item) => item.requested > 0 && item.requested > item.available);
@@ -147,21 +330,77 @@ export class CashExchangeEntryComponent implements OnInit {
   }
 
   get valid(): boolean {
-    return this.matches && (!this.needsIdProof || this.customerIdProof.trim().length > 0) && !this.hasGivenOverdraft;
+    return (
+      this.matches &&
+      !!this.cashier &&
+      !this.hasGivenOverdraft &&
+      !this.panFormatInvalid &&
+      !this.panMissing &&
+      this.customerIdentified &&
+      !this.loadingCustomer
+    );
   }
 
-  toggleAccountHolder(): void {
-    this.isAccountHolder = !this.isAccountHolder;
-    if (!this.isAccountHolder) this.accountNo = '';
+  setCustomerMode(mode: 'existing' | 'walkin'): void {
+    if (this.customerMode === mode) return;
+    this.customerMode = mode;
+    this.selectedCustomer = null;
+    this.walkInName = '';
+    this.walkInMobile = '';
+    this.panNumber = '';
+  }
+
+  /** Pick an existing client through Customer Search, then load their details and KYC (PAN). */
+  openCustomerSearch(): void {
+    this.dialog
+      // An existing customer without an account is still a known customer, so the account is not required.
+      .open(CustomerSearchDialogComponent, { width: '960px', maxWidth: '95vw', data: { requireAccount: false } })
+      .afterClosed()
+      .subscribe((result: CustomerSearchResult | undefined) => {
+        if (!result?.clientId) return;
+        this.loadCustomer(result);
+      });
+  }
+
+  private loadCustomer(result: CustomerSearchResult): void {
+    this.loadingCustomer = true;
+    const id = String(result.clientId);
+    forkJoin({
+      client: this.clientsService.getClientData(id, true).pipe(catchError(() => of(null))),
+      kyc: this.clientsService.getClientKyc(id, true).pipe(catchError(() => of(null)))
+    }).subscribe(({ client, kyc }: { client: any; kyc: any }) => {
+      const kycPan: string | null = kyc?.panNumber || result.panNumber || null;
+      this.selectedCustomer = {
+        clientId: result.clientId,
+        displayName: client?.displayName || result.displayName,
+        cifNumber: client?.cifNumber || null,
+        mobileNo: client?.mobileNo || result.mobileNo || null,
+        officeName: client?.officeName || result.officeName || null,
+        accountNo: result.accountNo || null,
+        accountType: result.accountType || null,
+        kycPan,
+        panVerified: !!kyc?.panVerified,
+        kycStatus: KYC_STATUS[Number(kyc?.kycStatus?.id ?? kyc?.kycStatus)] || 'Not on record'
+      };
+      this.panNumber = kycPan ? kycPan.toUpperCase() : '';
+      this.loadingCustomer = false;
+    });
+  }
+
+  clearCustomer(): void {
+    this.selectedCustomer = null;
+    this.panNumber = '';
   }
 
   clear(): void {
     this.receivedCounts = {};
     this.givenCounts = {};
     this.note = '';
-    this.accountNo = '';
-    this.customerIdProof = '';
-    this.isAccountHolder = false;
+    this.customerMode = 'walkin';
+    this.selectedCustomer = null;
+    this.walkInName = '';
+    this.walkInMobile = '';
+    this.panNumber = '';
   }
 
   submit(): void {
@@ -171,11 +410,17 @@ export class CashExchangeEntryComponent implements OnInit {
       this.denoms
         .filter((d) => this.countFor(side, d) > 0)
         .map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(side, d) }));
+    const customer = this.customerMode === 'existing' ? this.selectedCustomer : null;
+    const pan = this.panValue || null;
     const payload: any = {
       exchangeDate: this.exchangeDate,
       note: this.note || null,
-      customerIdProof: this.customerIdProof.trim() || null,
-      accountNo: this.isAccountHolder && this.accountNo.trim() ? this.accountNo.trim() : null,
+      clientId: customer?.clientId ?? null,
+      accountNo: customer?.accountNo ?? null,
+      customerName: customer ? customer.displayName : this.walkInName.trim() || null,
+      customerMobile: customer ? customer.mobileNo : this.walkInMobile.trim() || null,
+      panNumber: pan,
+      customerIdProof: pan,
       received: build('r'),
       given: build('g')
     };

src/app/cashier/cash-history/cash-history.component.html

@@ -11,25 +11,11 @@
     <div>
       <div class="pg-eyebrow">CASHIER · HISTORY</div>
       <h1 class="pg-title">Cash Movement History</h1>
-      <p class="pg-sub">All transfers, settlements, and inter-cashier movements. Reverse any active transaction.</p>
+      <p class="pg-sub">All transfers, settlements, inter-cashier movements and cash exchanges.</p>
     </div>
     <button type="button" class="pg-btn pg-btn--ghost" (click)="load()"><mat-icon>refresh</mat-icon> Refresh</button>
   </header>
 
-  <!-- Reversal confirm panel -->
-  @if (reversingId !== null) {
-    <div class="reverse-panel">
-      <mat-icon class="reverse-icon">warning</mat-icon>
-      <span
-        >Reverse <strong>#{{ reversingId }}</strong
-        >? This cannot be undone.</span
-      >
-      <input class="reverse-reason" type="text" [(ngModel)]="reverseReason" placeholder="Reason (optional)" />
-      <button type="button" class="pg-btn pg-btn--danger" (click)="confirmReverse()">Confirm Reversal</button>
-      <button type="button" class="pg-btn pg-btn--ghost" (click)="cancelReverse()">Cancel</button>
-    </div>
-  }
-
   @if (loading) {
     <div class="pg-empty">Loading…</div>
   }
@@ -134,11 +120,6 @@
                   >
                     <mat-icon>visibility</mat-icon>
                   </button>
-                  @if (!r.isReversed) {
-                    <button type="button" class="pg-btn pg-btn--ghost btn-sm" title="Reverse" (click)="startReverse(r)">
-                      <mat-icon>undo</mat-icon>
-                    </button>
-                  }
                 </div>
               </td>
             </tr>
@@ -187,6 +168,12 @@
           <span class="detail-meta__label">Date</span>
           <span class="detail-meta__val">{{ detail.row.date }}</span>
         </div>
+        @if (detail.row.type === 'exchange') {
+          <div class="detail-meta__item">
+            <span class="detail-meta__label">Customer PAN</span>
+            <span class="detail-meta__val">{{ detail.row.panNumber || '—' }}</span>
+          </div>
+        }
         <div class="detail-meta__item">
           <span class="detail-meta__label">Total Amount</span>
           <span class="detail-meta__val detail-meta__val--amount">₹{{ detail.row.amount | number: '1.2-2' }}</span>

src/app/cashier/cash-history/cash-history.component.scss

@@ -47,38 +47,6 @@
   }
 }
 
-.reverse-panel {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  padding: 12px 16px;
-  background: #fffbeb;
-  border: 1px solid #fcd34d;
-  border-radius: 10px;
-  flex-wrap: wrap;
-  font-size: 13px;
-  color: #92400e;
-
-  .reverse-icon {
-    color: #f59e0b;
-    font-size: 20px;
-    height: 20px;
-    width: 20px;
-  }
-
-  .reverse-reason {
-    flex: 1 1 200px;
-    height: 34px;
-    padding: 0 10px;
-    border: 1px solid #fcd34d;
-    border-radius: 7px;
-    font-size: 13px;
-    font-family: inherit;
-    background: #fff;
-    color: #1a1a1a;
-  }
-}
-
 /* ── Action buttons cell ── */
 .action-btns {
   display: flex;

src/app/cashier/cash-history/cash-history.component.ts

@@ -8,9 +8,7 @@
 
 import { Component, OnInit, inject } from '@angular/core';
 import { CommonModule } from '@angular/common';
-import { FormsModule } from '@angular/forms';
 import { MatIconModule } from '@angular/material/icon';
-import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
 import { MatTabsModule } from '@angular/material/tabs';
 import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
 import { forkJoin, of } from 'rxjs';
@@ -31,6 +29,8 @@ interface TxnRow {
   reversedBy: number | null;
   reversedAt: string | null;
   reverseReason: string | null;
+  /** Customer PAN recorded on a cash exchange. */
+  panNumber?: string | null;
   type: 'transfer' | 'settlement' | 'inter' | 'exchange';
 }
 
@@ -52,7 +52,10 @@ interface DetailView {
   loading: boolean;
 }
 
-/** Unified history of all cash movements with reversal and detail view support. */
+/**
+ * Unified history of all cash movements with a detail view. Read-only: cash movements cannot be reversed
+ * from here (an earlier reversal still shows as Reversed, with who, when and why).
+ */
 @Component({
   selector: 'mifosx-cash-history',
   templateUrl: './cash-history.component.html',
@@ -63,16 +66,13 @@ interface DetailView {
   standalone: true,
   imports: [
     CommonModule,
-    FormsModule,
     MatIconModule,
-    MatSnackBarModule,
     MatTabsModule,
     MatPaginatorModule
   ]
 })
 export class CashHistoryComponent implements OnInit {
   private service = inject(CashierService);
-  private snackBar = inject(MatSnackBar);
 
   transfers: TxnRow[] = [];
   settlements: TxnRow[] = [];
@@ -99,10 +99,6 @@ export class CashHistoryComponent implements OnInit {
 
   private denomKindMap = new Map<number, 'note' | 'coin'>();
 
-  reversingId: number | null = null;
-  reversingType: string | null = null;
-  reverseReason = '';
-
   detail: DetailView | null = null;
 
   ngOnInit(): void {
@@ -212,7 +208,8 @@ export class CashHistoryComponent implements OnInit {
       this.exchanges = (exchangeItems as any[]).map((e) => ({
         id: e.id,
         date: e.exchangeDate,
-        fromParty: e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer',
+        fromParty: this.exchangeParty(e),
+        panNumber: e.panNumber ?? null,
         toParty: e.performedByUsername || '—',
         amount: e.exchangeAmount,
         note: e.note,
@@ -310,7 +307,8 @@ export class CashHistoryComponent implements OnInit {
         this.exchanges = (res.pageItems ?? []).map((e: any) => ({
           id: e.id,
           date: e.exchangeDate,
-          fromParty: e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer',
+          fromParty: this.exchangeParty(e),
+          panNumber: e.panNumber ?? null,
           toParty: e.performedByUsername || '—',
           amount: e.exchangeAmount,
           note: e.note,
@@ -392,39 +390,12 @@ export class CashHistoryComponent implements OnInit {
     this.detail = null;
   }
 
-  startReverse(row: TxnRow): void {
-    this.reversingId = row.id;
-    this.reversingType = row.type;
-    this.reverseReason = '';
-  }
-
-  cancelReverse(): void {
-    this.reversingId = null;
-    this.reversingType = null;
-    this.reverseReason = '';
-  }
-
-  confirmReverse(): void {
-    if (!this.reversingId || !this.reversingType) return;
-    const id = this.reversingId;
-    const type = this.reversingType;
-    const reason = this.reverseReason;
-    this.cancelReverse();
-
-    let obs$;
-    if (type === 'transfer') obs$ = this.service.reverseCashTransfer(id, reason);
-    else if (type === 'settlement') obs$ = this.service.reverseCashSettlement(id, reason);
-    else if (type === 'exchange') obs$ = this.service.reverseCashExchange(id, reason);
-    else obs$ = this.service.reverseInterCashierTransfer(id, reason);
-
-    obs$.pipe(catchError(() => of(null))).subscribe((res: any) => {
-      if (res?.reversed) {
-        this.snackBar.open('Transaction reversed successfully', 'Close', { duration: 3000 });
-        this.load();
-      } else {
-        this.snackBar.open('Reversal failed', 'Close', { duration: 3000 });
-      }
-    });
+  /** Who the exchange was with: the customer's name (and account, if one), else the account, else a walk-in. */
+  private exchangeParty(e: any): string {
+    if (e.customerName) {
+      return e.accountNo ? `${e.customerName} (A/C ${e.accountNo})` : e.customerName;
+    }
+    return e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer';
   }
 
   typeLabel(type: string): string {

src/app/cashier/cash-transfer-approvals/cash-transfer-approvals.component.html

@@ -0,0 +1,229 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cv-tab-content cta-tab">
+  <!-- ── TITLE BAR ── -->
+  <div class="cta-action-bar">
+    <div class="cta-action-bar__left">
+      <mat-icon class="cta-action-bar__icon">swap_horiz</mat-icon>
+      <div>
+        <div class="cta-action-bar__title">Cash Transfers</div>
+        <div class="cta-action-bar__sub">
+          Approve or reject an allocation of cash from the vault to a cashier. The cash leaves the vault only when it is
+          approved.
+        </div>
+      </div>
+    </div>
+    <div class="cta-counts">
+      <span class="cta-count"
+        ><strong>{{ all.length }}</strong> waiting</span
+      >
+    </div>
+  </div>
+
+  <!-- ── FILTER BAR ── -->
+  <div class="cta-filter-bar">
+    <div class="cta-search-box">
+      <mat-icon>search</mat-icon>
+      <input type="text" placeholder="Search by cashier, vault, user or note" [(ngModel)]="searchTerm" />
+      @if (searchTerm) {
+        <button type="button" class="cta-search-box__clear" (click)="searchTerm = ''">
+          <mat-icon>close</mat-icon>
+        </button>
+      }
+    </div>
+    <button type="button" class="cta-btn cta-btn--refresh" (click)="load()" [disabled]="loading">
+      <mat-icon>refresh</mat-icon>
+    </button>
+  </div>
+
+  <!-- ── TABLE ── -->
+  @if (loading && !loaded) {
+    <div class="cta-empty"><p class="cta-empty__title">Loading…</p></div>
+  } @else if (rows.length === 0) {
+    <div class="cta-empty">
+      <mat-icon class="cta-empty__icon">inbox</mat-icon>
+      <p class="cta-empty__title">No cash transfer waiting</p>
+      <p class="cta-empty__text">There is no cash allocation waiting for approval.</p>
+    </div>
+  } @else {
+    <div class="cta-table-wrap">
+      <table class="cta-table">
+        <thead>
+          <tr>
+            <th>Date</th>
+            <th>From</th>
+            <th>To (Cashier)</th>
+            <th class="num">Amount</th>
+            <th>Note</th>
+            <th>Raised By</th>
+            <th>Raised At</th>
+            <th class="cta-th-action">Action</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of rows; track r.id) {
+            <tr class="cta-row">
+              <td class="cta-dt">{{ r.transfer_date || '—' }}</td>
+              <td>{{ r.from_party || '—' }}</td>
+              <td class="cta-strong">{{ r.to_party || '—' }}</td>
+              <td class="num cta-amount">₹{{ r.total_amount | number: '1.2-2' }}</td>
+              <td class="cta-reason" [title]="r.note || ''">{{ r.note || '—' }}</td>
+              <td>{{ r.maker_name || '—' }}</td>
+              <td class="cta-dt">{{ formatDateTime(r.maker_at) }}</td>
+              <td class="cta-action-cell">
+                <button type="button" class="cta-btn cta-btn--approve" (click)="review(r)">
+                  <mat-icon>rate_review</mat-icon> Review
+                </button>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+</div>
+
+<!-- ─── Popup: review a request, every note and coin it asks for ───────────── -->
+<ng-template #reviewDialog>
+  @if (reviewing) {
+    <div class="cta-dlg">
+      <header class="cta-dlg__head">
+        <mat-icon class="cta-dlg__ico cta-dlg__ico--ok">swap_horiz</mat-icon>
+        <div class="cta-dlg__titles">
+          <div class="cta-dlg__title">Review cash transfer</div>
+          <div class="cta-dlg__sub">
+            Raised by {{ reviewing.maker_name || '—' }} · {{ formatDateTime(reviewing.maker_at) }}
+          </div>
+        </div>
+        <button type="button" class="cta-dlg__x" aria-label="Close" (click)="closeReview()">
+          <mat-icon>close</mat-icon>
+        </button>
+      </header>
+
+      <div class="cta-dlg__body">
+        <div class="cta-total">
+          <span>Amount to release</span>
+          <strong>₹{{ reviewing.total_amount | number: '1.2-2' }}</strong>
+        </div>
+
+        <div class="cta-grid">
+          <div class="cta-cell">
+            <div class="cta-label">Transfer date</div>
+            <div class="cta-value">{{ reviewing.transfer_date || '—' }}</div>
+          </div>
+          <div class="cta-cell">
+            <div class="cta-label">From</div>
+            <div class="cta-value">{{ reviewing.from_party || '—' }}</div>
+          </div>
+          <div class="cta-cell">
+            <div class="cta-label">To (cashier)</div>
+            <div class="cta-value">{{ reviewing.to_party || '—' }}</div>
+          </div>
+          <div class="cta-cell">
+            <div class="cta-label">Notes and coins</div>
+            <div class="cta-value">
+              {{ piecesOf(reviewing) }} pieces · {{ linesOf(reviewing).length }} denominations
+            </div>
+          </div>
+          @if (reviewing.note) {
+            <div class="cta-cell cta-cell--wide">
+              <div class="cta-label">Note</div>
+              <div class="cta-value">{{ reviewing.note }}</div>
+            </div>
+          }
+        </div>
+
+        <div class="cta-label">Denomination breakdown</div>
+        <table class="cta-mini">
+          <thead>
+            <tr>
+              <th>Denomination</th>
+              <th class="num">Count</th>
+              <th class="num">Amount</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (l of linesOf(reviewing); track l.value) {
+              <tr>
+                <td>₹{{ l.value }}</td>
+                <td class="num">{{ l.count }}</td>
+                <td class="num">₹{{ l.amount | number: '1.2-2' }}</td>
+              </tr>
+            }
+          </tbody>
+          <tfoot>
+            <tr>
+              <td>Total</td>
+              <td class="num">{{ piecesOf(reviewing) }}</td>
+              <td class="num">₹{{ reviewing.total_amount | number: '1.2-2' }}</td>
+            </tr>
+          </tfoot>
+        </table>
+      </div>
+
+      <footer class="cta-dlg__foot">
+        <button type="button" class="cta-btn cta-btn--ghost" (click)="closeReview()">Close</button>
+        <button
+          type="button"
+          class="cta-btn cta-btn--reject"
+          [disabled]="busyId === reviewing.id"
+          (click)="rejectFromReview(reviewing)"
+        >
+          <mat-icon>close</mat-icon> Reject
+        </button>
+        <button
+          type="button"
+          class="cta-btn cta-btn--approve"
+          [disabled]="busyId === reviewing.id"
+          (click)="approve(reviewing)"
+        >
+          <mat-icon>check</mat-icon> Approve
+        </button>
+      </footer>
+    </div>
+  }
+</ng-template>
+
+<!-- ─── Popup: reject with a reason ───────────────────────────────────────── -->
+<ng-template #rejectDialog>
+  @if (rejecting) {
+    <div class="cta-dlg">
+      <header class="cta-dlg__head">
+        <mat-icon class="cta-dlg__ico">block</mat-icon>
+        <div class="cta-dlg__titles">
+          <div class="cta-dlg__title">Reject cash transfer</div>
+          <div class="cta-dlg__sub">₹{{ rejecting.total_amount | number: '1.2-2' }} to {{ rejecting.to_party }}</div>
+        </div>
+        <button type="button" class="cta-dlg__x" aria-label="Close" (click)="cancelReject()">
+          <mat-icon>close</mat-icon>
+        </button>
+      </header>
+      <div class="cta-dlg__body">
+        <label class="cta-label" for="cta-reason">Reason (required)</label>
+        <textarea
+          id="cta-reason"
+          rows="3"
+          placeholder="Why is this being rejected?"
+          [(ngModel)]="rejectReason"
+        ></textarea>
+      </div>
+      <footer class="cta-dlg__foot">
+        <button type="button" class="cta-btn cta-btn--ghost" (click)="cancelReject()">Cancel</button>
+        <button
+          type="button"
+          class="cta-btn cta-btn--reject-solid"
+          [disabled]="!rejectReason.trim() || busyId === rejecting.id"
+          (click)="confirmReject()"
+        >
+          Confirm reject
+        </button>
+      </footer>
+    </div>
+  }
+</ng-template>

src/app/cashier/cash-transfer-approvals/cash-transfer-approvals.component.scss

@@ -0,0 +1,573 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// Laid out like the other approval tabs (Withdrawal Requests): title bar, filter bar, one table.
+:host {
+  display: block;
+}
+
+.cta-tab {
+  padding: 0;
+}
+
+.cta-action-bar {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 10px 16px;
+  background: #fff;
+  border-bottom: 1px solid #e2e8f0;
+
+  &__left {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+  }
+
+  &__icon {
+    font-size: 22px;
+    width: 22px;
+    height: 22px;
+    color: #0f4f3c;
+  }
+
+  &__title {
+    font-size: 13px;
+    font-weight: 700;
+    color: #0d1b2a;
+  }
+
+  &__sub {
+    max-width: 640px;
+    margin-top: 1px;
+    font-size: 11px;
+    color: #64748b;
+  }
+}
+
+.cta-counts {
+  display: flex;
+  gap: 8px;
+}
+
+.cta-count {
+  padding: 2px 10px;
+  border-radius: 999px;
+  background: #f1f5f9;
+  font-size: 11px;
+  color: #475569;
+
+  strong {
+    color: #0f4f3c;
+  }
+}
+
+.cta-filter-bar {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  flex-wrap: wrap;
+  padding: 6px 16px;
+  background: #f8fafc;
+  border-bottom: 1px solid #e2e8f0;
+}
+
+.cta-fb-sep {
+  flex-shrink: 0;
+  width: 1px;
+  height: 22px;
+  margin: 0 4px;
+  background: #e2e8f0;
+}
+
+.cta-search-box {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  height: 30px;
+  min-width: 240px;
+  padding: 0 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: 8px;
+  background: #fff;
+
+  mat-icon {
+    flex-shrink: 0;
+    font-size: 17px;
+    width: 17px;
+    height: 17px;
+    color: #94a3b8;
+  }
+
+  &:hover {
+    border-color: #cbd5e1;
+  }
+
+  &:focus-within {
+    border-color: #0f4f3c;
+    box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
+  }
+
+  input {
+    flex: 1;
+    border: none;
+    outline: none;
+    background: transparent;
+    font-family: inherit;
+    font-size: 12px;
+    color: #0d1b2a;
+
+    &::placeholder {
+      color: #94a3b8;
+    }
+  }
+
+  &__clear {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    flex-shrink: 0;
+    width: 20px;
+    height: 20px;
+    padding: 0;
+    border: none;
+    border-radius: 50%;
+    background: none;
+    color: #94a3b8;
+    cursor: pointer;
+
+    mat-icon {
+      font-size: 15px;
+      width: 15px;
+      height: 15px;
+      color: inherit;
+    }
+
+    &:hover {
+      color: #dc2626;
+      background: #fef2f2;
+    }
+  }
+}
+
+.cta-filter-select {
+  height: 30px;
+  min-width: 140px;
+  padding: 0 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: 7px;
+  background: #fff;
+  font-family: inherit;
+  font-size: 12px;
+  color: #0d1b2a;
+  cursor: pointer;
+
+  &:focus {
+    outline: none;
+    border-color: #0f4f3c;
+  }
+}
+
+// ── Buttons ─────────────────────────────────────────────────────────────────
+.cta-btn {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  height: 26px;
+  padding: 0 10px;
+  border: 1px solid transparent;
+  border-radius: 7px;
+  font-family: inherit;
+  font-size: 11px;
+  font-weight: 600;
+  white-space: nowrap;
+  cursor: pointer;
+
+  mat-icon {
+    font-size: 14px;
+    width: 14px;
+    height: 14px;
+  }
+
+  &:disabled {
+    opacity: 0.45;
+    cursor: not-allowed;
+  }
+
+  &--refresh {
+    height: 30px;
+    width: 30px;
+    justify-content: center;
+    padding: 0;
+    margin-left: auto;
+    border-color: #e2e8f0;
+    background: #fff;
+    color: #475569;
+  }
+
+  &--approve {
+    background: #0f4f3c;
+    color: #fff;
+
+    &:hover:not(:disabled) {
+      background: #0a3d2e;
+    }
+  }
+
+  &--reject {
+    border-color: #fecaca;
+    background: #fff;
+    color: #dc2626;
+
+    &:hover:not(:disabled) {
+      background: #fef2f2;
+    }
+  }
+
+  &--reject-solid {
+    background: #dc2626;
+    color: #fff;
+  }
+
+  &--ghost {
+    border-color: #e2e8f0;
+    background: #fff;
+    color: #475569;
+  }
+}
+
+// ── Table ───────────────────────────────────────────────────────────────────
+.cta-table-wrap {
+  overflow-x: auto;
+  background: #fff;
+}
+
+.cta-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 11px;
+
+  th {
+    padding: 7px 10px;
+    border-bottom: 1px solid #e2e8f0;
+    background: #f8fafc;
+    font-size: 9.5px;
+    font-weight: 800;
+    letter-spacing: 0.06em;
+    text-align: left;
+    text-transform: uppercase;
+    color: #94a3b8;
+    white-space: nowrap;
+  }
+
+  td {
+    padding: 5px 10px;
+    border-bottom: 1px solid #eef2f7;
+    vertical-align: middle;
+    color: #0d1b2a;
+  }
+
+  .num {
+    text-align: right;
+    font-variant-numeric: tabular-nums;
+  }
+
+  .cta-th-action {
+    text-align: right;
+  }
+}
+
+.cta-row:hover td {
+  background: #f8fafc;
+}
+
+.cta-mono {
+  font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
+  letter-spacing: 0.02em;
+}
+
+.cta-voucher {
+  font-weight: 700;
+  color: #0f4f3c;
+}
+
+.cta-strong {
+  font-weight: 700;
+}
+
+.cta-sub {
+  margin-top: 1px;
+  font-size: 11px;
+  color: #64748b;
+}
+
+.cta-none {
+  color: #cbd5e1;
+}
+
+.cta-amount {
+  font-weight: 700;
+}
+
+.cta-reason {
+  max-width: 220px;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.cta-dt {
+  white-space: nowrap;
+  color: #475569;
+}
+
+.cta-kind {
+  display: inline-block;
+  padding: 2px 10px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+
+  &--unpass {
+    background: #fef3c7;
+    color: #92400e;
+  }
+
+  &--correction {
+    background: #dbeafe;
+    color: #1e40af;
+  }
+}
+
+.cta-action-cell {
+  display: flex;
+  justify-content: flex-end;
+  gap: 6px;
+  white-space: nowrap;
+}
+
+// ── Empty ───────────────────────────────────────────────────────────────────
+.cta-empty {
+  padding: 28px 16px;
+  text-align: center;
+  color: #94a3b8;
+
+  &__icon {
+    display: block;
+    margin: 0 auto 6px;
+    font-size: 30px;
+    width: 30px;
+    height: 30px;
+    opacity: 0.6;
+  }
+
+  &__title {
+    margin: 0;
+    font-size: 12px;
+    font-weight: 700;
+    color: #64748b;
+  }
+
+  &__text {
+    margin: 3px 0 0;
+    font-size: 11px;
+  }
+}
+
+// ── Reject popup ────────────────────────────────────────────────────────────
+.cta-dlg {
+  font-size: 12px;
+
+  &__head {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    padding: 10px 14px;
+    border-bottom: 1px solid #e2e8f0;
+    background: #f8fafc;
+  }
+
+  &__ico {
+    flex: 0 0 32px;
+    height: 32px;
+    width: 32px;
+    border-radius: 9px;
+    background: #fef2f2;
+    color: #dc2626;
+    font-size: 18px;
+    line-height: 32px;
+    text-align: center;
+  }
+
+  &__titles {
+    flex: 1;
+    min-width: 0;
+  }
+
+  &__title {
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__sub {
+    font-size: 11px;
+    color: #64748b;
+  }
+
+  &__x {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    height: 28px;
+    width: 28px;
+    border: 0;
+    border-radius: 50%;
+    background: transparent;
+    color: #64748b;
+    cursor: pointer;
+
+    &:hover {
+      background: #e2e8f0;
+    }
+
+    mat-icon {
+      font-size: 18px;
+      height: 18px;
+      width: 18px;
+    }
+  }
+
+  &__body {
+    padding: 12px 14px;
+    max-height: 64vh;
+    overflow-y: auto;
+
+    textarea {
+      width: 100%;
+      padding: 7px 10px;
+      border: 1px solid #cbd5e1;
+      border-radius: 8px;
+      font: inherit;
+      font-size: 12px;
+      resize: vertical;
+
+      &:focus {
+        outline: 0;
+        border-color: #0f4f3c;
+        box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
+      }
+    }
+  }
+
+  &__foot {
+    display: flex;
+    justify-content: flex-end;
+    gap: 8px;
+    padding: 10px 14px;
+    border-top: 1px solid #e2e8f0;
+    background: #f8fafc;
+  }
+}
+
+.cta-label {
+  display: block;
+  margin-bottom: 4px;
+  font-size: 10px;
+  font-weight: 700;
+  letter-spacing: 0.05em;
+  text-transform: uppercase;
+  color: #94a3b8;
+}
+
+.cta-dlg__ico--ok {
+  background: #f0fdf4;
+  color: #1f7a4d;
+}
+
+.cta-total {
+  display: flex;
+  align-items: baseline;
+  justify-content: space-between;
+  margin-bottom: 10px;
+  padding: 8px 12px;
+  border-radius: 10px;
+  background: #ecfdf5;
+  border: 1px solid #a7f3d0;
+  color: #065f46;
+  font-size: 12px;
+  font-weight: 600;
+
+  strong {
+    font-size: 18px;
+    font-weight: 800;
+    font-variant-numeric: tabular-nums;
+  }
+}
+
+.cta-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(150px, 1fr));
+  gap: 6px;
+  margin-bottom: 12px;
+}
+
+.cta-cell {
+  padding: 6px 10px;
+  border-radius: 8px;
+  background: #f8fafc;
+  border: 1px solid #eef2f7;
+
+  &--wide {
+    grid-column: 1 / -1;
+  }
+}
+
+.cta-value {
+  font-size: 12px;
+  font-weight: 600;
+  color: #0f172a;
+  word-break: break-word;
+}
+
+.cta-mini {
+  width: 100%;
+  margin-top: 4px;
+  border-collapse: collapse;
+  font-size: 12px;
+
+  th {
+    padding: 6px 10px;
+    border-bottom: 1px solid #e2e8f0;
+    background: #f8fafc;
+    font-size: 10px;
+    font-weight: 800;
+    letter-spacing: 0.05em;
+    text-align: left;
+    text-transform: uppercase;
+    color: #94a3b8;
+  }
+
+  td {
+    padding: 5px 10px;
+    border-bottom: 1px solid #eef2f7;
+  }
+
+  .num {
+    text-align: right;
+    font-variant-numeric: tabular-nums;
+  }
+
+  tfoot td {
+    border-top: 2px solid #e2e8f0;
+    border-bottom: 0;
+    font-weight: 800;
+    background: #f8fafc;
+  }
+}

src/app/cashier/cash-transfer-approvals/cash-transfer-approvals.component.ts

@@ -0,0 +1,190 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
+import { MatIconModule } from '@angular/material/icon';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { of } from 'rxjs';
+import { catchError } from 'rxjs/operators';
+import { CashierService } from '../cashier.service';
+
+/** A cash transfer request waiting for a checker, as the server keeps it (snake_case columns). */
+interface CashTransferRequest {
+  id: number;
+  transfer_date: string | null;
+  from_party: string | null;
+  to_party: string | null;
+  note: string | null;
+  total_amount: number;
+  maker_name: string | null;
+  maker_at: string | null;
+  denominations: { denominationValue: number; count: number }[];
+}
+
+/**
+ * Checker side of Cash Transfer: approves or rejects an allocation of cash from the vault to a cashier. The cash
+ * leaves the vault only when it is approved, by someone other than the person who raised it.
+ */
+@Component({
+  selector: 'mifosx-cash-transfer-approvals',
+  templateUrl: './cash-transfer-approvals.component.html',
+  styleUrls: ['./cash-transfer-approvals.component.scss'],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatDialogModule,
+    MatIconModule,
+    MatSnackBarModule
+  ]
+})
+export class CashTransferApprovalsComponent implements OnInit {
+  private service = inject(CashierService);
+  private snackBar = inject(MatSnackBar);
+  private dialog = inject(MatDialog);
+
+  @ViewChild('rejectDialog') rejectDialog!: TemplateRef<unknown>;
+  @ViewChild('reviewDialog') reviewDialog!: TemplateRef<unknown>;
+  private dialogRef: MatDialogRef<unknown> | null = null;
+  private reviewRef: MatDialogRef<unknown> | null = null;
+
+  /** The request open in the review popup, with every note and coin it asks for. */
+  reviewing: CashTransferRequest | null = null;
+
+  all: CashTransferRequest[] = [];
+  loading = false;
+  loaded = false;
+  busyId: number | null = null;
+  searchTerm = '';
+
+  rejecting: CashTransferRequest | null = null;
+  rejectReason = '';
+
+  ngOnInit(): void {
+    this.load();
+  }
+
+  load(): void {
+    this.loading = true;
+    this.service
+      .getCashTransferRequests('PENDING')
+      .pipe(catchError(() => of([] as CashTransferRequest[])))
+      .subscribe((rows) => {
+        this.all = rows as CashTransferRequest[];
+        this.loading = false;
+        this.loaded = true;
+      });
+  }
+
+  get rows(): CashTransferRequest[] {
+    const term = this.searchTerm.trim().toLowerCase();
+    if (!term) return this.all;
+    return this.all.filter((r) => [
+        r.from_party,
+        r.to_party,
+        r.maker_name,
+        r.note
+      ].some((v) => (v ?? '').toLowerCase().includes(term)));
+  }
+
+  /** One line per denomination asked for, largest first, with what each line adds up to. */
+  linesOf(r: CashTransferRequest): { value: number; count: number; amount: number }[] {
+    return [...(r.denominations ?? [])]
+      .filter((d) => d.count > 0)
+      .sort((a, b) => b.denominationValue - a.denominationValue)
+      .map((d) => ({ value: d.denominationValue, count: d.count, amount: d.denominationValue * d.count }));
+  }
+
+  /** How many notes and coins the request asks for in all. */
+  piecesOf(r: CashTransferRequest): number {
+    return this.linesOf(r).reduce((sum, l) => sum + l.count, 0);
+  }
+
+  review(r: CashTransferRequest): void {
+    this.reviewing = r;
+    this.reviewRef?.close();
+    this.reviewRef = this.dialog.open(this.reviewDialog, { width: '560px', maxWidth: '95vw', autoFocus: false });
+    this.reviewRef.afterClosed().subscribe(() => (this.reviewing = null));
+  }
+
+  closeReview(): void {
+    this.reviewRef?.close();
+  }
+
+  /** Rejecting from the review popup: the review closes, the reason popup opens for the same request. */
+  rejectFromReview(r: CashTransferRequest): void {
+    this.reviewRef?.close();
+    this.startReject(r);
+  }
+
+  formatDateTime(value: string | null): string {
+    if (!value) return '—';
+    const d = new Date(value);
+    return isNaN(d.getTime())
+      ? value
+      : d.toLocaleString('en-IN', { day: '2-digit', month: 'short', hour: '2-digit', minute: '2-digit' });
+  }
+
+  approve(r: CashTransferRequest): void {
+    if (this.busyId) return;
+    this.busyId = r.id;
+    this.service.approveCashTransferRequest(r.id).subscribe({
+      next: (res: any) => {
+        this.busyId = null;
+        this.reviewRef?.close();
+        this.snackBar.open(
+          res?.glWarning ? `Approved (GL warning: ${res.glWarning})` : 'Approved — cash allocated to the cashier',
+          'Close',
+          { duration: 6000 }
+        );
+        this.load();
+      },
+      error: (err) => {
+        this.busyId = null;
+        this.fail(err, 'Could not approve');
+      }
+    });
+  }
+
+  startReject(r: CashTransferRequest): void {
+    this.rejecting = r;
+    this.rejectReason = '';
+    this.dialogRef = this.dialog.open(this.rejectDialog, { width: '440px', maxWidth: '95vw', autoFocus: false });
+    this.dialogRef.afterClosed().subscribe(() => (this.rejecting = null));
+  }
+
+  cancelReject(): void {
+    this.dialogRef?.close();
+  }
+
+  confirmReject(): void {
+    if (!this.rejecting || !this.rejectReason.trim() || this.busyId) return;
+    const id = this.rejecting.id;
+    this.busyId = id;
+    this.service.rejectCashTransferRequest(id, this.rejectReason.trim()).subscribe({
+      next: () => {
+        this.busyId = null;
+        this.dialogRef?.close();
+        this.snackBar.open('Rejected', 'Close', { duration: 4000 });
+        this.load();
+      },
+      error: (err) => {
+        this.busyId = null;
+        this.fail(err, 'Could not reject');
+      }
+    });
+  }
+
+  private fail(err: any, fallback: string): void {
+    const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
+    this.snackBar.open(msg, 'Close', { duration: 8000 });
+  }
+}

src/app/cashier/cash-transfer/cash-transfer.component.html

@@ -13,7 +13,15 @@
       <h1 class="pg-title">Cash Transfer</h1>
       <p class="pg-sub">Move cash denomination-wise from one party to another (e.g. Vault → Cashier for opening).</p>
     </div>
-    <button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
+    <div class="ct-head-actions">
+      <button type="button" class="pg-btn pg-btn--ghost" (click)="openRequests()">
+        <mat-icon>pending_actions</mat-icon> My Requests
+        @if (pendingCount) {
+          <span class="ct-badge">{{ pendingCount }}</span>
+        }
+      </button>
+      <button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
+    </div>
   </header>
 
   <div class="pg-toolbar pg-toolbar--mat">
@@ -155,7 +163,56 @@
   <div class="pg-total-bar">
     Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong>
     <button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()">
-      <mat-icon>swap_horiz</mat-icon> Record Transfer
+      <mat-icon>send</mat-icon> Send for approval
     </button>
   </div>
 </div>
+
+<!-- Popup: this person's own cash transfer requests, and where each stands. The cash moves only once a manager approves. -->
+<ng-template #requestsDialog>
+  <div class="ct-dlg">
+    <header class="ct-dlg__head">
+      <mat-icon class="ct-dlg__ico">pending_actions</mat-icon>
+      <div class="ct-dlg__titles">
+        <div class="ct-dlg__title">My transfer requests</div>
+        <div class="ct-dlg__sub">Cash leaves the vault only after a manager approves</div>
+      </div>
+      <button type="button" class="ct-dlg__x" aria-label="Close" (click)="closeRequests()">
+        <mat-icon>close</mat-icon>
+      </button>
+    </header>
+    <div class="ct-dlg__body">
+      @if (myRequests.length) {
+        <table class="pg-table">
+          <thead>
+            <tr>
+              <th>Date</th>
+              <th>To</th>
+              <th class="num">Amount</th>
+              <th>Status</th>
+              <th>Approved by</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (r of myRequests; track r.id) {
+              <tr>
+                <td>{{ r.transfer_date || '—' }}</td>
+                <td>{{ r.to_party || '—' }}</td>
+                <td class="num">₹{{ r.total_amount | number: '1.2-2' }}</td>
+                <td>
+                  <span class="ct-status" [class]="'ct-status ct-status--' + r.status">{{ r.status }}</span>
+                  @if (r.rejection_reason) {
+                    <div class="ct-requests__note">{{ r.rejection_reason }}</div>
+                  }
+                </td>
+                <td>{{ r.checker_name || '—' }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      } @else {
+        <div class="pg-empty">You have not raised any cash transfer request yet.</div>
+      }
+    </div>
+  </div>
+</ng-template>

src/app/cashier/cash-transfer/cash-transfer.component.scss

@@ -49,3 +49,131 @@
   font-size: 12px;
   color: #991b1b;
 }
+
+.ct-requests {
+  padding: 0;
+
+  &__title {
+    padding: 10px 14px;
+    border-bottom: 1px solid #e2e8f0;
+    font-size: 13px;
+    font-weight: 700;
+    color: #0d1b2a;
+  }
+
+  &__note {
+    margin-top: 2px;
+    font-size: 11px;
+    color: #64748b;
+  }
+}
+
+.ct-status {
+  display: inline-block;
+  padding: 2px 10px;
+  border-radius: 999px;
+  background: #e2e8f0;
+  font-size: 11px;
+  font-weight: 700;
+
+  &--PENDING {
+    background: #fef3c7;
+    color: #92400e;
+  }
+
+  &--APPROVED {
+    background: #d1fae5;
+    color: #065f46;
+  }
+
+  &--REJECTED {
+    background: #fee2e2;
+    color: #991b1b;
+  }
+}
+
+.ct-head-actions {
+  display: flex;
+  gap: 8px;
+  flex-wrap: wrap;
+}
+
+.ct-badge {
+  min-width: 18px;
+  padding: 0 6px;
+  border-radius: 999px;
+  background: #f59e0b;
+  color: #fff;
+  font-size: 11px;
+  font-weight: 700;
+  text-align: center;
+}
+
+.ct-dlg {
+  font-size: 12px;
+
+  &__head {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    padding: 10px 14px;
+    border-bottom: 1px solid #e2e8f0;
+    background: #f8fafc;
+  }
+
+  &__ico {
+    flex: 0 0 32px;
+    height: 32px;
+    width: 32px;
+    border-radius: 9px;
+    background: #f0fdf4;
+    color: #1f7a4d;
+    font-size: 18px;
+    line-height: 32px;
+    text-align: center;
+  }
+
+  &__titles {
+    flex: 1;
+    min-width: 0;
+  }
+
+  &__title {
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__sub {
+    font-size: 11px;
+    color: #64748b;
+  }
+
+  &__x {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    height: 28px;
+    width: 28px;
+    border: 0;
+    border-radius: 50%;
+    background: transparent;
+    color: #64748b;
+    cursor: pointer;
+
+    &:hover {
+      background: #e2e8f0;
+    }
+
+    mat-icon {
+      font-size: 18px;
+      height: 18px;
+      width: 18px;
+    }
+  }
+
+  &__body {
+    max-height: 60vh;
+    overflow-y: auto;
+  }
+}

src/app/cashier/cash-transfer/cash-transfer.component.ts

@@ -6,9 +6,10 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-import { Component, OnInit, inject } from '@angular/core';
+import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
 import { CommonModule } from '@angular/common';
 import { FormsModule } from '@angular/forms';
+import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
 import { MatIconModule } from '@angular/material/icon';
 import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
 import { MatFormFieldModule } from '@angular/material/form-field';
@@ -39,6 +40,7 @@ interface Denom {
     CommonModule,
     FormsModule,
     MatIconModule,
+    MatDialogModule,
     MatSnackBarModule,
     MatFormFieldModule,
     MatSelectModule,
@@ -48,6 +50,10 @@ interface Denom {
 export class CashTransferComponent implements OnInit {
   private service = inject(CashierService);
   private snackBar = inject(MatSnackBar);
+  private dialog = inject(MatDialog);
+
+  @ViewChild('requestsDialog') requestsDialog!: TemplateRef<unknown>;
+  private requestsRef: MatDialogRef<unknown> | null = null;
 
   notes: Denom[] = [];
   coins: Denom[] = [];
@@ -82,7 +88,34 @@ export class CashTransferComponent implements OnInit {
   vaultHasBreakdown = true;
   loadingVault = false;
 
+  /** The caller's own transfer requests, newest first, so a request can be followed to its approval. */
+  myRequests: any[] = [];
+
+  loadMyRequests(): void {
+    this.service
+      .getCashTransferRequests(undefined, true)
+      .pipe(catchError(() => of([] as any[])))
+      .subscribe((rows) => (this.myRequests = rows.slice(0, 20)));
+  }
+
+  /** How many of this person's requests are still waiting for a manager. */
+  get pendingCount(): number {
+    return this.myRequests.filter((r) => r.status === 'PENDING').length;
+  }
+
+  /** Opens the list of this person's requests, freshly read, so a request can be followed to its approval. */
+  openRequests(): void {
+    this.loadMyRequests();
+    this.requestsRef?.close();
+    this.requestsRef = this.dialog.open(this.requestsDialog, { width: '720px', maxWidth: '95vw', autoFocus: false });
+  }
+
+  closeRequests(): void {
+    this.requestsRef?.close();
+  }
+
   ngOnInit(): void {
+    this.loadMyRequests();
     const d = businessToday();
     this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     this.service.getActiveDenominations().subscribe({
@@ -245,16 +278,11 @@ export class CashTransferComponent implements OnInit {
         .filter((d) => this.countFor(d) > 0)
         .map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(d) }))
     };
-    this.service.createCashTransfer(payload).subscribe({
-      next: (res: any) => {
-        if (res?.glWarning) {
-          this.snackBar.open(`Transfer saved (GL warning: ${res.glWarning})`, 'Close', {
-            duration: 8000,
-            panelClass: ['snack-warn']
-          });
-        } else {
-          this.snackBar.open('Cash transfer recorded', 'Close', { duration: 3000 });
-        }
+    this.service.createCashTransferRequest(payload).subscribe({
+      next: () => {
+        // Nothing has moved yet: a manager approves the allocation first, and only then does the cash leave the vault.
+        this.snackBar.open('Cash transfer sent for manager approval', 'Close', { duration: 5000 });
+        this.loadMyRequests();
         this.clear();
         this.note = '';
         this.fromParty = '';

src/app/cashier/cashier-routing.module.ts

@@ -23,6 +23,7 @@ import { DayBookComponent } from './day-book/day-book.component';
 import { VoucherReportComponent } from './voucher-report/voucher-report.component';
 import { BranchDayComponent } from './branch-day/branch-day.component';
 import { VaultPositionComponent } from './vault-position/vault-position.component';
+import { BranchCashPositionComponent } from './branch-cash-position/branch-cash-position.component';
 import { AccountRegisterComponent } from './account-register/account-register.component';
 import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
 import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
@@ -82,6 +83,13 @@ const routes: Routes = [
             ),
           data: { title: 'My Share Requests', breadcrumb: 'My Share Requests' }
         },
+        {
+          // The same page as the cashier's, reached from the clerk dashboard: a clerk unpasses vouchers here.
+          path: 'voucher-correction',
+          loadComponent: () =>
+            import('./voucher-correction/voucher-correction.component').then((m) => m.VoucherCorrectionComponent),
+          data: { title: 'Voucher Correction', breadcrumb: 'Voucher Correction' }
+        },
         {
           path: 'closure-requests',
           loadComponent: () =>
@@ -225,6 +233,13 @@ const routes: Routes = [
           component: VaultPositionComponent,
           data: { title: 'Vault Position', breadcrumb: 'Vault Position' }
         },
+        {
+          // What the whole branch holds per denomination: the vault plus every cashier's drawer, so an
+          // exchange (which leaves the vault alone) is visible in the bank's total.
+          path: 'branch-position',
+          component: BranchCashPositionComponent,
+          data: { title: 'Branch Cash Position', breadcrumb: 'Branch Cash Position' }
+        },
         {
           // The same day book the clerk and cashier read, reached from where a principal officer
           // signing the day off actually looks. It carries the Officer Verification Sheet — each
@@ -283,6 +298,12 @@ const routes: Routes = [
           component: ReconciliationComponent,
           data: { title: 'Reconciliation', breadcrumb: 'Reconciliation' }
         },
+        {
+          path: 'voucher-correction',
+          loadComponent: () =>
+            import('./voucher-correction/voucher-correction.component').then((m) => m.VoucherCorrectionComponent),
+          data: { title: 'Voucher Correction', breadcrumb: 'Voucher Correction' }
+        },
         {
           path: 'cash-history',
           component: CashHistoryComponent,

src/app/cashier/cashier.service.ts

@@ -32,9 +32,6 @@ export class CashierService {
   getCashExchange(id: number): Observable<any> {
     return this.http.get(`/cashexchange/${id}`);
   }
-  reverseCashExchange(id: number, reason: string): Observable<any> {
-    return this.http.post(`/cashexchange/${id}/reverse`, { reason });
-  }
 
   // ── Tellers / Cashiers ──
   getTellers(officeId?: number): Observable<any[]> {
@@ -50,8 +47,21 @@ export class CashierService {
   }
 
   // ── Cash Transfer ──
-  createCashTransfer(data: any): Observable<any> {
-    return this.http.post('/cashtransfer', data);
+  /** Cash leaves the vault only when a different person approves, so the screen raises a request, not a transfer. */
+  createCashTransferRequest(data: any): Observable<any> {
+    return this.http.post('/cashtransfer/requests', data);
+  }
+  /** Requests by status (comma separated); mine narrows them to the ones the caller raised. */
+  getCashTransferRequests(status?: string, mine = false): Observable<any[]> {
+    let params = new HttpParams().set('mine', String(mine));
+    if (status) params = params.set('status', status);
+    return this.http.get<any[]>('/cashtransfer/requests', { params });
+  }
+  approveCashTransferRequest(id: number): Observable<any> {
+    return this.http.post(`/cashtransfer/requests/${id}/approve`, {});
+  }
+  rejectCashTransferRequest(id: number, reason: string): Observable<any> {
+    return this.http.post(`/cashtransfer/requests/${id}/reject`, { reason });
   }
   getCashTransfers(offset = 0, limit = 20): Observable<any> {
     const params = new HttpParams().set('offset', offset).set('limit', limit);
@@ -60,9 +70,6 @@ export class CashierService {
   getCashTransferById(id: number): Observable<any> {
     return this.http.get(`/cashtransfer/${id}`);
   }
-  reverseCashTransfer(id: number, reason: string): Observable<any> {
-    return this.http.post(`/cashtransfer/${id}/reverse`, { reason });
-  }
 
   // ── Cash Settlement ──
   createCashSettlement(data: any): Observable<any> {
@@ -75,9 +82,6 @@ export class CashierService {
   getCashSettlementById(id: number): Observable<any> {
     return this.http.get(`/cashsettlement/${id}`);
   }
-  reverseCashSettlement(id: number, reason: string): Observable<any> {
-    return this.http.post(`/cashsettlement/${id}/reverse`, { reason });
-  }
 
   // ── Inter-cashier Transfer ──
   createInterCashierTransfer(data: any): Observable<any> {
@@ -90,8 +94,10 @@ export class CashierService {
   getInterCashierById(id: number): Observable<any> {
     return this.http.get(`/cashintercashier/${id}`);
   }
-  reverseInterCashierTransfer(id: number, reason: string): Observable<any> {
-    return this.http.post(`/cashintercashier/${id}/reverse`, { reason });
+  /** One cashier's details, today's vault allocation and denomination-wise cash, for either side of a transfer. */
+  getInterCashierCashierSummary(cashierId: number, date: string): Observable<any> {
+    const params = new HttpParams().set('cashierId', cashierId).set('date', date);
+    return this.http.get<any>('/cashintercashier/cashier-summary', { params });
   }
 
   // ── Reconciliation ──
@@ -318,6 +324,16 @@ export class CashierService {
     if (asOfDate) params = params.set('asOfDate', asOfDate);
     return this.http.get('/cashreports/vault-position', { params });
   }
+  /**
+   * Denomination-wise cash the whole branch holds: its vault(s) plus every cashier's drawer, with the day's
+   * exchange movement beside it. Not for a cashier -- the server refuses it.
+   */
+  branchCashPosition(asOfDate?: string, officeId?: number): Observable<any> {
+    let params = new HttpParams();
+    if (asOfDate) params = params.set('asOfDate', asOfDate);
+    if (officeId) params = params.set('officeId', String(officeId));
+    return this.http.get('/cashreports/branch-position', { params });
+  }
   excessTransactionReport(threshold: number, fromDate?: string, toDate?: string): Observable<any[]> {
     let params = new HttpParams().set('threshold', String(threshold));
     if (fromDate) params = params.set('fromDate', fromDate);

src/app/cashier/day-book/day-book.component.html

@@ -202,6 +202,7 @@
               <th class="num">Amount</th>
               <th>Payment</th>
               <th>Status</th>
+              <th>Correction</th>
               <th>By</th>
               <th>Approved By</th>
               <th>Time</th>
@@ -231,6 +232,18 @@
                 <td>
                   <span [class]="statusClass(r.status)">{{ r.status }}</span>
                 </td>
+                <td>
+                  <!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
+                  <mifosx-voucher-status
+                    [status]="r.voucherStatus"
+                    [revokedBy]="r.revokedByVoucherNo"
+                    [replaces]="r.replacesVoucherNo"
+                    [note]="r.correctionNote"
+                  ></mifosx-voucher-status>
+                  @if (!r.voucherStatus || r.voucherStatus === 'ACTIVE') {
+                    <span class="db-muted">—</span>
+                  }
+                </td>
                 <td>{{ r.handledBy ?? '—' }}</td>
                 <td>
                   {{ r.approvedBy ?? '—' }}
@@ -256,7 +269,7 @@
                   —
                 }
               </td>
-              <td colspan="5"></td>
+              <td colspan="6"></td>
             </tr>
           </tfoot>
         </table>

src/app/cashier/day-book/day-book.component.ts

@@ -14,6 +14,7 @@ import { Router } from '@angular/router';
 import { catchError, of } from 'rxjs';
 import { CashierService } from '../cashier.service';
 import { businessToday } from 'app/core/utils/business-today';
+import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
 
 /**
  * Which part of the day's work a row came from. Set by the server, one per source register.
@@ -26,6 +27,11 @@ type DayBookSection = 'CASHIER' | 'CLERK' | 'SYSTEM';
 
 interface DayBookRow {
   voucherNo: string | null;
+  /** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
+  voucherStatus?: VoucherStatus;
+  revokedByVoucherNo?: string | null;
+  replacesVoucherNo?: string | null;
+  correctionNote?: string | null;
   section: DayBookSection;
   side: 'CR' | 'DR';
   kind: string;
@@ -58,7 +64,8 @@ interface DayBookRow {
   imports: [
     CommonModule,
     FormsModule,
-    MatIconModule
+    MatIconModule,
+    VoucherStatusComponent
   ]
 })
 export class DayBookComponent implements OnInit {

src/app/cashier/inter-cashier-transfer/inter-cashier-transfer.component.html

@@ -11,41 +11,29 @@
     <div>
       <div class="pg-eyebrow">CASHIER · INTER-CASHIER TRANSFER</div>
       <h1 class="pg-title">Inter-Cashier Transfer</h1>
-      <p class="pg-sub">Move denomination-wise cash between two cashiers within the same teller.</p>
+      <p class="pg-sub">Hand over denomination-wise cash from your drawer to another cashier at your counter.</p>
     </div>
     <button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
   </header>
 
-  <div class="pg-toolbar pg-toolbar--mat">
-    @if (tellers.length === 1) {
-      <mat-form-field appearance="outline" subscriptSizing="dynamic">
-        <mat-label>Teller</mat-label>
-        <input matInput type="text" [value]="tellers[0].name" readonly />
-      </mat-form-field>
-    } @else {
-      <mat-form-field appearance="outline" subscriptSizing="dynamic">
-        <mat-label>Teller</mat-label>
-        <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
-          @for (t of tellers; track t.id) {
-            <mat-option [value]="t.id">{{ t.name }}</mat-option>
-          }
-          @if (tellers.length === 0) {
-            <mat-option [value]="null" disabled>No tellers configured</mat-option>
-          }
-        </mat-select>
-      </mat-form-field>
-    }
+  @if (ownCashierMissing) {
+    <div class="ict-alert">
+      <mat-icon>person_off</mat-icon>
+      Your login is not linked to a cashier. An inter-cashier transfer is made by the cashier handing the cash over, so
+      log in as that cashier.
+    </div>
+  }
 
+  <div class="pg-toolbar pg-toolbar--mat">
     <mat-form-field appearance="outline" subscriptSizing="dynamic">
-      <mat-label>From (Cashier)</mat-label>
-      <mat-select [value]="fromCashierId" (selectionChange)="onFromSelect($event.value)" [disabled]="!selectedTellerId">
-        @for (c of availableFrom; track c.id) {
-          <mat-option [value]="c.id">{{ c.label }}</mat-option>
-        }
-        @if (selectedTellerId && allCashiers.length === 0 && !loadingCashiers) {
-          <mat-option [value]="null" disabled>No cashiers</mat-option>
-        }
-      </mat-select>
+      <mat-label>Teller</mat-label>
+      <input matInput type="text" [value]="tellerName || '—'" readonly />
+    </mat-form-field>
+
+    <!-- The sender is always the cashier who is logged in; nothing to pick. -->
+    <mat-form-field appearance="outline" subscriptSizing="dynamic">
+      <mat-label>From (You)</mat-label>
+      <input matInput type="text" [value]="fromParty || '—'" readonly />
     </mat-form-field>
 
     <mat-form-field appearance="outline" subscriptSizing="dynamic">
@@ -54,7 +42,7 @@
         @for (c of availableTo; track c.id) {
           <mat-option [value]="c.id">{{ c.label }}</mat-option>
         }
-        @if (fromCashierId && availableTo.length === 0) {
+        @if (fromCashierId && !loadingCashiers && availableTo.length === 0) {
           <mat-option [value]="null" disabled>No other cashiers</mat-option>
         }
       </mat-select>
@@ -62,7 +50,7 @@
 
     <mat-form-field appearance="outline" subscriptSizing="dynamic">
       <mat-label>Date</mat-label>
-      <input matInput type="date" [value]="transferDate" (change)="transferDate = $any($event.target).value" />
+      <input matInput type="date" [value]="transferDate" (change)="onDateChange($any($event.target).value)" />
     </mat-form-field>
 
     <mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
@@ -71,26 +59,102 @@
     </mat-form-field>
   </div>
 
+  <!-- Both sides of the transfer: who they are, whether the vault has allocated them cash today,
+       and what they hold now. -->
+  @if (fromCashierId || toCashierId) {
+    <div class="ict-parties">
+      <ng-container
+        *ngTemplateOutlet="
+          partyCard;
+          context: { title: 'From (Sending Cashier)', s: fromSummary, loading: loadingFrom, picked: !!fromCashierId }
+        "
+      ></ng-container>
+      <mat-icon class="ict-parties__arrow">arrow_forward</mat-icon>
+      <ng-container
+        *ngTemplateOutlet="
+          partyCard;
+          context: { title: 'To (Receiving Cashier)', s: toSummary, loading: loadingTo, picked: !!toCashierId }
+        "
+      ></ng-container>
+    </div>
+  }
+
+  <ng-template #partyCard let-title="title" let-s="s" let-loading="loading" let-picked="picked">
+    <div class="ict-party" [class.ict-party--blocked]="s && !s.cashAllocated">
+      <div class="ict-party__title">{{ title }}</div>
+      @if (!picked) {
+        <div class="ict-party__empty">Select a cashier</div>
+      } @else if (loading) {
+        <div class="ict-party__empty">Loading…</div>
+      } @else if (!s) {
+        <div class="ict-party__empty">Could not load this cashier's details.</div>
+      } @else {
+        <div class="ict-party__name">{{ s.cashierName || '—' }}</div>
+        <div class="ict-party__meta">
+          <span><mat-icon>point_of_sale</mat-icon> {{ s.tellerName || '—' }}</span>
+          <span><mat-icon>account_balance</mat-icon> {{ s.officeName || '—' }}</span>
+        </div>
+        <div class="ict-party__figures">
+          <div>
+            <div class="ict-party__label">Allocated today</div>
+            <div class="ict-party__value">₹{{ s.allocatedAmount | number: '1.2-2' }}</div>
+          </div>
+          <div>
+            <div class="ict-party__label">Cash in hand</div>
+            <div class="ict-party__value">₹{{ s.totalAmount | number: '1.2-2' }}</div>
+          </div>
+        </div>
+        @if (!s.cashAllocated) {
+          <div class="ict-party__warn">
+            <mat-icon>block</mat-icon> No cash allocated from the vault for this date — inter-cashier transfer is not
+            allowed.
+          </div>
+        }
+      }
+    </div>
+  </ng-template>
+
+  @if (fromSummary && toSummary && !bothAllocated) {
+    <div class="ict-alert">
+      <mat-icon>block</mat-icon>
+      Both cashiers must first be allocated cash from the vault (Cash Transfer) for {{ transferDate }} before an
+      inter-cashier transfer.
+    </div>
+  }
+  @if (anyExceedsHeld) {
+    <div class="ict-alert">
+      <mat-icon>error_outline</mat-icon>
+      The sending cashier does not hold enough of the highlighted denominations.
+    </div>
+  }
+
   <div class="pg-card">
     <table class="pg-table">
       <thead>
         <tr>
           <th>Denomination</th>
+          <th class="num">From holds</th>
           <th style="text-align: center">Count</th>
           <th class="num">Amount</th>
+          <th class="num">To holds</th>
         </tr>
       </thead>
       <tbody>
         @if (notes.length) {
           <tr class="pg-section">
-            <td colspan="3">Bank Notes</td>
+            <td colspan="5">Bank Notes</td>
           </tr>
         }
         @for (d of notes; track d.id) {
-          <tr>
+          <tr [class.ict-row--over]="exceedsHeld(d)">
             <td>
               <span class="pg-chip">{{ d.label }}</span>
             </td>
+            <td class="num" [class.ict-held--over]="exceedsHeld(d)">
+              <ng-container
+                *ngTemplateOutlet="heldCell; context: { n: heldBy(fromSummary, d), delta: -countFor(d) }"
+              ></ng-container>
+            </td>
             <td style="display: flex; justify-content: center">
               <div class="pg-step">
                 <button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
@@ -99,18 +163,28 @@
               </div>
             </td>
             <td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
+            <td class="num">
+              <ng-container
+                *ngTemplateOutlet="heldCell; context: { n: heldBy(toSummary, d), delta: countFor(d) }"
+              ></ng-container>
+            </td>
           </tr>
         }
         @if (coins.length) {
           <tr class="pg-section">
-            <td colspan="3">Coins</td>
+            <td colspan="5">Coins</td>
           </tr>
         }
         @for (d of coins; track d.id) {
-          <tr>
+          <tr [class.ict-row--over]="exceedsHeld(d)">
             <td>
               <span class="pg-chip pg-chip--coin">{{ d.label }}</span>
             </td>
+            <td class="num" [class.ict-held--over]="exceedsHeld(d)">
+              <ng-container
+                *ngTemplateOutlet="heldCell; context: { n: heldBy(fromSummary, d), delta: -countFor(d) }"
+              ></ng-container>
+            </td>
             <td style="display: flex; justify-content: center">
               <div class="pg-step">
                 <button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
@@ -119,17 +193,34 @@
               </div>
             </td>
             <td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
+            <td class="num">
+              <ng-container
+                *ngTemplateOutlet="heldCell; context: { n: heldBy(toSummary, d), delta: countFor(d) }"
+              ></ng-container>
+            </td>
           </tr>
         }
         @if (denoms.length === 0) {
           <tr>
-            <td colspan="3" class="pg-empty">No active denominations. Add some in Cash Denomination.</td>
+            <td colspan="5" class="pg-empty">No active denominations. Add some in Cash Denomination.</td>
           </tr>
         }
       </tbody>
     </table>
   </div>
 
+  <!-- A held count, with what it becomes once this transfer is recorded. -->
+  <ng-template #heldCell let-n="n" let-delta="delta">
+    @if (n === null) {
+      —
+    } @else {
+      {{ n }}
+      @if (delta !== 0) {
+        <span class="ict-after">→ {{ n + delta }}</span>
+      }
+    }
+  </ng-template>
+
   <div class="pg-total-bar">
     Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong>
     <button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()">

src/app/cashier/inter-cashier-transfer/inter-cashier-transfer.component.scss

@@ -0,0 +1,150 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+.ict-parties {
+  display: grid;
+  grid-template-columns: 1fr auto 1fr;
+  align-items: stretch;
+  gap: 12px;
+  margin-bottom: 12px;
+
+  &__arrow {
+    align-self: center;
+    color: #64748b;
+  }
+
+  @media (width <= 760px) {
+    grid-template-columns: 1fr;
+
+    &__arrow {
+      justify-self: center;
+      transform: rotate(90deg);
+    }
+  }
+}
+
+.ict-party {
+  padding: 12px 14px;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 10px;
+
+  &--blocked {
+    background: #fef2f2;
+    border-color: #fecaca;
+  }
+
+  &__title {
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.04em;
+    text-transform: uppercase;
+    color: #64748b;
+  }
+
+  &__empty {
+    margin-top: 8px;
+    font-size: 13px;
+    color: #94a3b8;
+  }
+
+  &__name {
+    margin-top: 4px;
+    font-size: 16px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__meta {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 14px;
+    margin-top: 4px;
+    font-size: 12px;
+    color: #475569;
+
+    span {
+      display: inline-flex;
+      align-items: center;
+      gap: 4px;
+    }
+
+    mat-icon {
+      font-size: 14px;
+      width: 14px;
+      height: 14px;
+    }
+  }
+
+  &__figures {
+    display: flex;
+    gap: 24px;
+    margin-top: 10px;
+  }
+
+  &__label {
+    font-size: 11px;
+    color: #64748b;
+  }
+
+  &__value {
+    font-size: 15px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__warn {
+    display: flex;
+    align-items: center;
+    gap: 6px;
+    margin-top: 10px;
+    font-size: 12px;
+    font-weight: 600;
+    color: #991b1b;
+
+    mat-icon {
+      font-size: 16px;
+      width: 16px;
+      height: 16px;
+    }
+  }
+}
+
+.ict-alert {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  margin-bottom: 10px;
+  padding: 8px 14px;
+  background: #fef2f2;
+  border: 1px solid #fecaca;
+  border-radius: 8px;
+  font-size: 12px;
+  color: #991b1b;
+
+  mat-icon {
+    font-size: 16px;
+    width: 16px;
+    height: 16px;
+  }
+}
+
+.ict-row--over {
+  background: #fef2f2;
+}
+
+.ict-held--over {
+  color: #b91c1c;
+  font-weight: 700;
+}
+
+.ict-after {
+  margin-left: 4px;
+  font-size: 11px;
+  color: #64748b;
+}

src/app/cashier/inter-cashier-transfer/inter-cashier-transfer.component.ts

@@ -29,12 +29,27 @@ interface Cashier {
   id: number;
   label: string;
 }
+/** One side of the transfer, from GET /cashintercashier/cashier-summary. */
+interface CashierSummary {
+  cashierId: number;
+  cashierName: string;
+  tellerName: string;
+  officeName: string;
+  cashAllocated: boolean;
+  allocatedAmount: number;
+  totalAmount: number;
+  /** Count held per denomination id. */
+  held: Record<number, number>;
+}
 
 /** Move cash denomination-wise between two cashiers under the same teller. */
 @Component({
   selector: 'mifosx-inter-cashier-transfer',
   templateUrl: './inter-cashier-transfer.component.html',
-  styleUrls: ['../cashier-shared.scss'],
+  styleUrls: [
+    '../cashier-shared.scss',
+    './inter-cashier-transfer.component.scss'
+  ],
   standalone: true,
   imports: [
     CommonModule,
@@ -57,7 +72,12 @@ export class InterCashierTransferComponent implements OnInit {
   note = '';
   saving = false;
 
-  tellers: { id: number; name: string }[] = [];
+  /**
+   * The sending cashier is always the one logged in: cash is handed over from their own drawer, so there is
+   * no one else to pick on that side. Only the receiving cashier is chosen.
+   */
+  ownCashierMissing = false;
+  tellerName = '';
   allCashiers: Cashier[] = [];
   selectedTellerId: number | null = null;
   fromCashierId: number | null = null;
@@ -66,15 +86,19 @@ export class InterCashierTransferComponent implements OnInit {
   toParty = '';
   loadingCashiers = false;
 
+  /** Details and denomination-wise cash of each side, so both are seen before the transfer is recorded. */
+  fromSummary: CashierSummary | null = null;
+  toSummary: CashierSummary | null = null;
+  loadingFrom = false;
+  loadingTo = false;
+
   get denoms(): Denom[] {
     return [
       ...this.notes,
       ...this.coins
     ];
   }
-  get availableFrom(): Cashier[] {
-    return this.allCashiers;
-  }
+  /** Everyone under the same teller except the sender. */
   get availableTo(): Cashier[] {
     return this.allCashiers.filter((c) => c.id !== this.fromCashierId);
   }
@@ -98,25 +122,20 @@ export class InterCashierTransferComponent implements OnInit {
         this.coins = [];
       }
     });
-    this.service
-      .getTellers()
-      .pipe(catchError(() => of([] as any[])))
-      .subscribe((list) => {
-        this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
-        if (this.tellers.length === 1) {
-          this.onTellerSelect(this.tellers[0].id);
-        }
-      });
+    // The sender is the cashier behind this login; their counter then gives the receivers to pick from.
+    this.service.getCurrentCashierInfo().subscribe((info) => {
+      if (!info) {
+        this.ownCashierMissing = true;
+        return;
+      }
+      this.fromCashierId = info.cashierId;
+      this.fromParty = info.cashierName;
+      this.loadSummary('from');
+    });
   }
 
-  onTellerSelect(tellerId: number): void {
-    this.selectedTellerId = tellerId;
-    this.fromCashierId = null;
-    this.toCashierId = null;
-    this.fromParty = '';
-    this.toParty = '';
-    this.allCashiers = [];
-    if (!tellerId) return;
+  /** The other cashiers at this counter, one of whom receives the cash. */
+  private loadReceivers(tellerId: number): void {
     this.loadingCashiers = true;
     this.service
       .getCashiersForTeller(tellerId)
@@ -127,20 +146,90 @@ export class InterCashierTransferComponent implements OnInit {
       });
   }
 
-  onFromSelect(cashierId: number): void {
-    this.fromCashierId = cashierId;
-    const c = this.allCashiers.find((x) => x.id === cashierId);
-    this.fromParty = c ? c.label : '';
-    if (this.toCashierId === cashierId) {
-      this.toCashierId = null;
-      this.toParty = '';
-    }
-  }
-
   onToSelect(cashierId: number): void {
     this.toCashierId = cashierId;
     const c = this.allCashiers.find((x) => x.id === cashierId);
     this.toParty = c ? c.label : '';
+    this.loadSummary('to');
+  }
+
+  onDateChange(value: string): void {
+    this.transferDate = value;
+    this.loadSummary('from');
+    this.loadSummary('to');
+  }
+
+  /** Fetch one side's details, vault allocation and denomination-wise cash for the transfer date. */
+  private loadSummary(side: 'from' | 'to'): void {
+    const cashierId = side === 'from' ? this.fromCashierId : this.toCashierId;
+    if (side === 'from') {
+      this.fromSummary = null;
+    } else {
+      this.toSummary = null;
+    }
+    if (!cashierId || !this.transferDate) return;
+    this.setLoading(side, true);
+    this.service
+      .getInterCashierCashierSummary(cashierId, this.transferDate)
+      .pipe(catchError(() => of(null)))
+      .subscribe((r: any) => {
+        this.setLoading(side, false);
+        // A late answer for a cashier no longer selected on that side is dropped.
+        const current = side === 'from' ? this.fromCashierId : this.toCashierId;
+        if (!r || current !== cashierId) return;
+        // The sender's summary also tells which counter they are at, hence who they can hand cash to.
+        if (side === 'from' && r.tellerId && this.selectedTellerId !== Number(r.tellerId)) {
+          this.selectedTellerId = Number(r.tellerId);
+          this.tellerName = r.tellerName || '';
+          this.loadReceivers(this.selectedTellerId);
+        }
+        const held: Record<number, number> = {};
+        for (const d of r.denominations || []) {
+          held[d.denominationId] = (held[d.denominationId] || 0) + Number(d.count || 0);
+        }
+        const summary: CashierSummary = {
+          cashierId: r.cashierId,
+          cashierName: r.cashierName,
+          tellerName: r.tellerName,
+          officeName: r.officeName,
+          cashAllocated: !!r.cashAllocated,
+          allocatedAmount: Number(r.allocatedAmount || 0),
+          totalAmount: Number(r.totalAmount || 0),
+          held
+        };
+        if (side === 'from') {
+          this.fromSummary = summary;
+        } else {
+          this.toSummary = summary;
+        }
+      });
+  }
+
+  private setLoading(side: 'from' | 'to', loading: boolean): void {
+    if (side === 'from') {
+      this.loadingFrom = loading;
+    } else {
+      this.loadingTo = loading;
+    }
+  }
+
+  /** Count of the denomination the cashier holds, or null while their figures are not loaded. */
+  heldBy(summary: CashierSummary | null, d: Denom): number | null {
+    return summary ? summary.held[d.id] || 0 : null;
+  }
+
+  /** The sending cashier is asked to hand on more of this denomination than they hold. */
+  exceedsHeld(d: Denom): boolean {
+    return !!this.fromSummary && this.countFor(d) > (this.fromSummary.held[d.id] || 0);
+  }
+
+  get anyExceedsHeld(): boolean {
+    return this.denoms.some((d) => this.exceedsHeld(d));
+  }
+
+  /** Both sides must have been allocated cash from the vault for the day before they can transfer. */
+  get bothAllocated(): boolean {
+    return !!this.fromSummary?.cashAllocated && !!this.toSummary?.cashAllocated;
   }
 
   countFor(d: Denom): number {
@@ -160,7 +249,14 @@ export class InterCashierTransferComponent implements OnInit {
     return this.denoms.reduce((s, d) => s + this.subtotal(d), 0);
   }
   get valid(): boolean {
-    return this.total > 0 && !!this.selectedTellerId && !!this.fromCashierId && !!this.toCashierId;
+    return (
+      this.total > 0 &&
+      !!this.selectedTellerId &&
+      !!this.fromCashierId &&
+      !!this.toCashierId &&
+      this.bothAllocated &&
+      !this.anyExceedsHeld
+    );
   }
 
   clear(): void {
@@ -187,10 +283,12 @@ export class InterCashierTransferComponent implements OnInit {
         this.snackBar.open('Inter-cashier transfer recorded', 'Close', { duration: 3000 });
         this.clear();
         this.note = '';
-        this.fromCashierId = null;
+        // The sender stays the logged-in cashier; the receiver is picked afresh, and the sender's holdings
+        // are read again now that part of them has gone.
         this.toCashierId = null;
-        this.fromParty = '';
         this.toParty = '';
+        this.toSummary = null;
+        this.loadSummary('from');
         this.saving = false;
       },
       error: () => {

src/app/cashier/my-work/my-work.component.html

@@ -146,6 +146,7 @@
                   <th class="num">Amount</th>
                   <th>My part</th>
                   <th>Status</th>
+                  <th>Correction</th>
                   <th>Time</th>
                 </tr>
               </thead>
@@ -203,6 +204,18 @@
                         {{ statusLabel(r.verificationStatus) }}
                       </span>
                     </td>
+                    <td>
+                      <!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
+                      <mifosx-voucher-status
+                        [status]="r.voucherStatus"
+                        [revokedBy]="r.revokedByVoucherNo"
+                        [replaces]="r.replacesVoucherNo"
+                        [note]="r.correctionNote"
+                      ></mifosx-voucher-status>
+                      @if (!r.voucherStatus || r.voucherStatus === 'ACTIVE') {
+                        <span class="mw-acct">—</span>
+                      }
+                    </td>
                     <td class="mw-time">{{ r.createdAt | date: 'HH:mm' }}</td>
                   </tr>
                 }

src/app/cashier/my-work/my-work.component.ts

@@ -15,6 +15,7 @@ import { catchError, finalize, of } from 'rxjs';
 import { CashierService } from '../cashier.service';
 import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component';
 import { businessToday } from 'app/core/utils/business-today';
+import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
 
 /** What the signed-in user's part in a voucher was. */
 export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
@@ -24,6 +25,11 @@ export type VoucherSide = 'CR' | 'DR' | 'JV';
 
 interface MyWorkRow {
   voucherNo: string;
+  /** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
+  voucherStatus?: VoucherStatus;
+  revokedByVoucherNo?: string | null;
+  replacesVoucherNo?: string | null;
+  correctionNote?: string | null;
   side: VoucherSide | null;
   voucherType: string | null;
   amount: number | null;
@@ -76,7 +82,8 @@ interface MyWorkReport {
     CommonModule,
     FormsModule,
     MatIconModule,
-    MatDialogModule
+    MatDialogModule,
+    VoucherStatusComponent
   ]
 })
 export class MyWorkComponent implements OnInit {

src/app/cashier/my-work/voucher-detail-dialog.component.ts

@@ -11,6 +11,7 @@ import { CommonModule } from '@angular/common';
 import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
 import { MatButtonModule } from '@angular/material/button';
 import { MatIconModule } from '@angular/material/icon';
+import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
 
 export interface VoucherDetailDialogData {
   /** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
@@ -18,6 +19,10 @@ export interface VoucherDetailDialogData {
    *  duplicated inside every dialog that could ever show a voucher. */
   detail: {
     voucherNo: string;
+    voucherStatus?: VoucherStatus;
+    revokedByVoucherNo?: string | null;
+    replacesVoucherNo?: string | null;
+    correctionNote?: string | null;
     voucherType: string | null;
     amount: number | null;
     branchName: string | null;
@@ -58,7 +63,8 @@ export interface VoucherDetailDialogData {
     CommonModule,
     MatDialogModule,
     MatButtonModule,
-    MatIconModule
+    MatIconModule,
+    VoucherStatusComponent
   ],
   template: `
     <div class="vd-shell">
@@ -66,7 +72,15 @@ export interface VoucherDetailDialogData {
         <div class="vd-header__title">
           <mat-icon class="vd-icon">receipt_long</mat-icon>
           <div>
-            <h2>{{ detail.voucherNo }}</h2>
+            <h2>
+              {{ detail.voucherNo }}
+              <mifosx-voucher-status
+                [status]="detail.voucherStatus"
+                [revokedBy]="detail.revokedByVoucherNo"
+                [replaces]="detail.replacesVoucherNo"
+                [note]="detail.correctionNote"
+              ></mifosx-voucher-status>
+            </h2>
             <p>{{ detail.voucherType || 'Voucher' }} &middot; {{ detail.branchName || 'Head Office' }}</p>
           </div>
         </div>

src/app/cashier/reconciliation/reconciliation.component.html

@@ -19,34 +19,21 @@
     <!-- ── Entry Tab ── -->
     <mat-tab label="New Reconciliation">
       <div class="pg-tab-body">
+        @if (ownCashierMissing) {
+          <div class="pg-empty">
+            Your login is not linked to a cashier, so there is no cash drawer to reconcile. Ask an administrator to link
+            your user to a cashier.
+          </div>
+        }
         <div class="pg-toolbar pg-toolbar--mat">
-          @if (tellers.length === 1) {
-            <mat-form-field appearance="outline" subscriptSizing="dynamic">
-              <mat-label>Teller</mat-label>
-              <input matInput type="text" [value]="tellers[0].name" readonly />
-            </mat-form-field>
-          } @else {
-            <mat-form-field appearance="outline" subscriptSizing="dynamic">
-              <mat-label>Teller</mat-label>
-              <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
-                @for (t of tellers; track t.id) {
-                  <mat-option [value]="t.id">{{ t.name }}</mat-option>
-                }
-              </mat-select>
-            </mat-form-field>
-          }
-
+          <!-- A reconciliation is the cashier's own count of their own drawer: nothing to pick. -->
           <mat-form-field appearance="outline" subscriptSizing="dynamic">
-            <mat-label>Cashier</mat-label>
-            <mat-select
-              [value]="selectedCashierId"
-              (selectionChange)="onCashierSelect($event.value)"
-              [disabled]="!selectedTellerId"
-            >
-              @for (c of cashiers; track c.id) {
-                <mat-option [value]="c.id">{{ c.label }}</mat-option>
-              }
-            </mat-select>
+            <mat-label>Teller</mat-label>
+            <input matInput type="text" [value]="ownTellerName || '—'" readonly />
+          </mat-form-field>
+          <mat-form-field appearance="outline" subscriptSizing="dynamic">
+            <mat-label>Cashier (You)</mat-label>
+            <input matInput type="text" [value]="cashierName || '—'" readonly />
           </mat-form-field>
 
           <mat-form-field appearance="outline" subscriptSizing="dynamic">

src/app/cashier/reconciliation/reconciliation.component.ts

@@ -12,7 +12,6 @@ import { FormsModule } from '@angular/forms';
 import { MatIconModule } from '@angular/material/icon';
 import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
 import { MatFormFieldModule } from '@angular/material/form-field';
-import { MatSelectModule } from '@angular/material/select';
 import { MatInputModule } from '@angular/material/input';
 import { MatTabsModule } from '@angular/material/tabs';
 import { forkJoin, of } from 'rxjs';
@@ -58,7 +57,6 @@ interface ReconRecord {
     MatIconModule,
     MatSnackBarModule,
     MatFormFieldModule,
-    MatSelectModule,
     MatInputModule,
     MatTabsModule
   ]
@@ -67,9 +65,14 @@ export class ReconciliationComponent implements OnInit {
   private service = inject(CashierService);
   private snackBar = inject(MatSnackBar);
 
+  /**
+   * A reconciliation is the cashier's own count of their own drawer, so nobody else makes one and there is
+   * no cashier to pick: the screen is fixed to the logged-in cashier. The server refuses anything else.
+   */
+  ownCashierMissing = false;
+  ownTellerName = '';
+
   // ── Entry form ──
-  tellers: { id: number; name: string }[] = [];
-  cashiers: { id: number; label: string }[] = [];
   selectedTellerId: number | null = null;
   selectedCashierId: number | null = null;
   cashierName = '';
@@ -88,42 +91,28 @@ export class ReconciliationComponent implements OnInit {
   ngOnInit(): void {
     const d = businessToday();
     this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
-    this.service
-      .getTellers()
-      .pipe(catchError(() => of([] as any[])))
-      .subscribe((list) => {
-        this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
-        if (this.tellers.length === 1) {
-          this.onTellerSelect(this.tellers[0].id);
-        }
-      });
+    this.lockToOwnCashier();
     this.loadHistory();
   }
 
-  onTellerSelect(tellerId: number): void {
-    this.selectedTellerId = tellerId;
-    this.selectedCashierId = null;
-    this.cashierName = '';
-    this.cashiers = [];
-    this.rows = [];
-    if (!tellerId) return;
-    this.service
-      .getCashiersForTeller(tellerId)
-      .pipe(catchError(() => of({ cashiers: [] })))
-      .subscribe((r: any) => {
-        this.cashiers = (r?.cashiers || []).map((c: any) => ({ id: c.id, label: c.staffName }));
-        if (this.cashiers.length === 1) {
-          this.onCashierSelect(this.cashiers[0].id);
-        }
-      });
-  }
-
-  onCashierSelect(cashierId: number): void {
-    this.selectedCashierId = cashierId;
-    const c = this.cashiers.find((x) => x.id === cashierId);
-    this.cashierName = c ? c.label : '';
-    this.rows = [];
-    this.fetchExpected();
+  /** Take the logged-in cashier as the one being reconciled, with their counter for the record. */
+  private lockToOwnCashier(): void {
+    this.service.getCurrentCashierInfo().subscribe((info) => {
+      if (!info) {
+        this.ownCashierMissing = true;
+        return;
+      }
+      this.selectedCashierId = info.cashierId;
+      this.cashierName = info.cashierName;
+      this.service
+        .getInterCashierCashierSummary(info.cashierId, this.reconDate)
+        .pipe(catchError(() => of(null)))
+        .subscribe((r: any) => {
+          this.selectedTellerId = r?.tellerId ?? null;
+          this.ownTellerName = r?.tellerName || '';
+        });
+      this.fetchExpected();
+    });
   }
 
   fetchExpected(): void {

src/app/cashier/transaction-entry/transaction-entry.component.html

@@ -117,6 +117,8 @@
                       <select
                         class="ws-f__ctl"
                         [(ngModel)]="row.typ"
+                        [disabled]="isTypLocked(row)"
+                        [title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
                         (click)="$event.stopPropagation()"
                         (change)="onTypChange(row)"
                       >
@@ -127,11 +129,16 @@
                     </div>
                     <div class="ws-f ws-f--branch">
                       <label class="ws-f__lbl" title="Branch">BRANCH</label>
-                      <select class="ws-f__ctl" [(ngModel)]="row.br" (click)="$event.stopPropagation()">
-                        <option [ngValue]="1">001 · Main</option>
-                        <option [ngValue]="2">002 · M.G. Road</option>
-                        <option [ngValue]="14">014 · Station Rd</option>
-                        <option [ngValue]="27">027 · Industrial</option>
+                      <select
+                        class="ws-f__ctl"
+                        [(ngModel)]="row.br"
+                        [disabled]="branches.length <= 1"
+                        [title]="branches.length <= 1 ? 'Your branch' : 'Branch'"
+                        (click)="$event.stopPropagation()"
+                      >
+                        @for (b of branches; track b.id) {
+                          <option [ngValue]="b.id">{{ b.label }}</option>
+                        }
                       </select>
                     </div>
                     @if (row.typ === 'DD') {
@@ -177,13 +184,7 @@
                           class="ws-f__ctl"
                           [(ngModel)]="row.acTyp"
                           (click)="$event.stopPropagation()"
-                          (change)="
-                            row.acTyp === 'GL' &&
-                              row.typ !== 'Disbursement' &&
-                              row.typ !== 'Fund Transfer' &&
-                              row.typ !== 'Enter Bank Transfer' &&
-                              (row.dbCr = 'Cr')
-                          "
+                          (change)="isCreditOnly(row) && (row.dbCr = 'Cr')"
                         >
                           @for (a of acTypOptionsFor(row); track a) {
                             <option [value]="a">{{ a }}</option>
@@ -266,12 +267,7 @@
                           type="button"
                           class="ws-seg__btn ws-seg__btn--dr"
                           [class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
-                          [disabled]="
-                            row.acTyp === 'GL' &&
-                            row.typ !== 'Disbursement' &&
-                            row.typ !== 'Fund Transfer' &&
-                            row.typ !== 'Enter Bank Transfer'
-                          "
+                          [disabled]="isCreditOnly(row)"
                           (click)="row.dbCr = 'Dr'"
                         >
                           DR
@@ -280,6 +276,7 @@
                           type="button"
                           class="ws-seg__btn ws-seg__btn--cr"
                           [class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'"
+                          [disabled]="row.typ === 'Withdrawal Slip'"
                           (click)="row.dbCr = 'Cr'"
                         >
                           CR
@@ -711,70 +708,81 @@
                 <circle cx="12" cy="8" r="4" />
                 <path d="M4 20c0-4 3.6-7 8-7s8 3 8 7" />
               </svg>
-              Personal Information
+              {{ isGlAccount ? 'GL Account Information' : 'Personal Information' }}
             </div>
-            <div class="te-panel__body">
-              <div class="te-field">
-                <span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span>
+            @if (isGlAccount) {
+              <div class="te-panel__body">
+                @for (f of glInfo; track f.label) {
+                  <div class="te-field">
+                    <span class="te-label">{{ f.label }}</span
+                    ><span class="te-value te-value-wrap" [class.te-mono]="f.mono">{{ f.value }}</span>
+                  </div>
+                }
               </div>
-              <div class="te-field">
-                <span class="te-label">A/c No.</span
-                ><span class="te-value te-mono">{{ accountDetails.accountNo }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">Name</span><span class="te-value te-value-name">{{ clientName }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">S/D/W/H/O</span><span class="te-value">{{ guardianName }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">Address</span><span class="te-value te-value-wrap">{{ clientAddress }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">Email</span><span class="te-value">{{ clientEmail }}</span>
-              </div>
-              <div class="te-field-row">
+            } @else {
+              <div class="te-panel__body">
                 <div class="te-field">
-                  <span class="te-label">Last Txn</span><span class="te-value">{{ lastTransactionDate }}</span>
+                  <span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span>
                 </div>
                 <div class="te-field">
-                  <span class="te-label">Type</span
-                  ><span class="te-value">{{ accountDetails.depositType?.value ?? selectedRow?.acTyp ?? '—' }}</span>
+                  <span class="te-label">A/c No.</span
+                  ><span class="te-value te-mono">{{ accountDetails.accountNo }}</span>
                 </div>
+                <div class="te-field">
+                  <span class="te-label">Name</span><span class="te-value te-value-name">{{ clientName }}</span>
+                </div>
+                <div class="te-field">
+                  <span class="te-label">S/D/W/H/O</span><span class="te-value">{{ guardianName }}</span>
+                </div>
+                <div class="te-field">
+                  <span class="te-label">Address</span><span class="te-value te-value-wrap">{{ clientAddress }}</span>
+                </div>
+                <div class="te-field">
+                  <span class="te-label">Email</span><span class="te-value">{{ clientEmail }}</span>
+                </div>
+                <div class="te-field-row">
+                  <div class="te-field">
+                    <span class="te-label">Last Txn</span><span class="te-value">{{ lastTransactionDate }}</span>
+                  </div>
+                  <div class="te-field">
+                    <span class="te-label">Type</span
+                    ><span class="te-value">{{ accountDetails.depositType?.value ?? selectedRow?.acTyp ?? '—' }}</span>
+                  </div>
+                </div>
+                <div class="te-field-row">
+                  <div class="te-field">
+                    <span class="te-label">Opening Dt</span><span class="te-value">{{ openingDate }}</span>
+                  </div>
+                  <div class="te-field">
+                    <span class="te-label">Status</span
+                    ><span class="te-value">{{ accountDetails.status?.value ?? '—' }}</span>
+                  </div>
+                </div>
+                <div class="te-field">
+                  <span class="te-label">CIF No.</span><span class="te-value te-mono">{{ cifNumber }}</span>
+                </div>
+                @if (isNonIndividual) {
+                  <div class="te-field">
+                    <span class="te-label">Constitution</span>
+                    <span class="te-value">{{
+                      nonPersonDetails?.constitution?.name ?? nonPersonDetails?.constitutionType?.name ?? '—'
+                    }}</span>
+                  </div>
+                  <div class="te-field">
+                    <span class="te-label">Incorp. No.</span>
+                    <span class="te-value te-mono">{{
+                      nonPersonDetails?.incorpNo ?? nonPersonDetails?.incorporationNo ?? '—'
+                    }}</span>
+                  </div>
+                  <div class="te-field">
+                    <span class="te-label">Main Business</span>
+                    <span class="te-value">{{
+                      nonPersonDetails?.mainBusinessLine?.name ?? nonPersonDetails?.mainBusinessLineType?.name ?? '—'
+                    }}</span>
+                  </div>
+                }
               </div>
-              <div class="te-field-row">
-                <div class="te-field">
-                  <span class="te-label">Opening Dt</span><span class="te-value">{{ openingDate }}</span>
-                </div>
-                <div class="te-field">
-                  <span class="te-label">Status</span
-                  ><span class="te-value">{{ accountDetails.status?.value ?? '—' }}</span>
-                </div>
-              </div>
-              <div class="te-field">
-                <span class="te-label">CIF No.</span><span class="te-value te-mono">{{ cifNumber }}</span>
-              </div>
-              @if (isNonIndividual) {
-                <div class="te-field">
-                  <span class="te-label">Constitution</span>
-                  <span class="te-value">{{
-                    nonPersonDetails?.constitution?.name ?? nonPersonDetails?.constitutionType?.name ?? '—'
-                  }}</span>
-                </div>
-                <div class="te-field">
-                  <span class="te-label">Incorp. No.</span>
-                  <span class="te-value te-mono">{{
-                    nonPersonDetails?.incorpNo ?? nonPersonDetails?.incorporationNo ?? '—'
-                  }}</span>
-                </div>
-                <div class="te-field">
-                  <span class="te-label">Main Business</span>
-                  <span class="te-value">{{
-                    nonPersonDetails?.mainBusinessLine?.name ?? nonPersonDetails?.mainBusinessLineType?.name ?? '—'
-                  }}</span>
-                </div>
-              }
-            </div>
+            }
           </div>
 
           <!-- Joint Holders + Nominees -->
@@ -929,76 +937,78 @@
 
           <!-- Other Info + KYC + Account Balances -->
           <div class="te-panel">
-            <div class="te-panel__header">
-              <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
-                <rect x="3" y="4" width="18" height="18" rx="2" />
-                <line x1="16" y1="2" x2="16" y2="6" />
-                <line x1="8" y1="2" x2="8" y2="6" />
-                <line x1="3" y1="10" x2="21" y2="10" />
-              </svg>
-              Other Information
-            </div>
-            <div class="te-panel__body">
-              <div class="te-field">
-                <span class="te-label">Phone No.</span><span class="te-value">{{ clientPhone }}</span>
+            @if (!isGlAccount) {
+              <div class="te-panel__header">
+                <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
+                  <rect x="3" y="4" width="18" height="18" rx="2" />
+                  <line x1="16" y1="2" x2="16" y2="6" />
+                  <line x1="8" y1="2" x2="8" y2="6" />
+                  <line x1="3" y1="10" x2="21" y2="10" />
+                </svg>
+                Other Information
               </div>
-              <div class="te-field">
-                <span class="te-label">Client ID</span
-                ><span class="te-value te-mono">{{ accountDetails.clientId }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">PAN</span><span class="te-value te-mono">{{ panNumber }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">KYC Status</span>
-                <span class="te-value" [style.color]="kycDetails?.kycStatus === 300 ? '#059669' : '#f59e0b'">{{
-                  kycStatus
-                }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">CKYC No.</span><span class="te-value te-mono">{{ ckycNumber }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">Aadhaar</span><span class="te-value te-mono">{{ aadhaarNumber }}</span>
-              </div>
-              <div class="te-field">
-                <span class="te-label">Product</span>
-                <span class="te-value">{{
-                  accountDetails.savingsProductName ||
-                    accountDetails.depositProductName ||
-                    accountDetails.productName ||
-                    '—'
-                }}</span>
-              </div>
-              @if (selectedRow?.acTyp === 'SHR') {
+              <div class="te-panel__body">
                 <div class="te-field">
-                  <span class="te-label">No. of Shares Held</span
-                  ><span class="te-value te-mono">{{ accountDetails.summary?.totalApprovedShares ?? 0 }}</span>
+                  <span class="te-label">Phone No.</span><span class="te-value">{{ clientPhone }}</span>
                 </div>
                 <div class="te-field">
-                  <span class="te-label">Market Price / Share</span
-                  ><span class="te-value te-mono"
-                    >{{ currencySymbol }}{{ accountDetails.currentMarketPrice | number: '1.2-2' }}</span
-                  >
+                  <span class="te-label">Client ID</span
+                  ><span class="te-value te-mono">{{ accountDetails.clientId }}</span>
                 </div>
                 <div class="te-field">
-                  <span class="te-label">Resolution No.</span
-                  ><span class="te-value te-mono">{{ accountDetails.resolutionNumber || '—' }}</span>
+                  <span class="te-label">PAN</span><span class="te-value te-mono">{{ panNumber }}</span>
                 </div>
                 <div class="te-field">
-                  <span class="te-label">Linked Savings A/C No.</span
-                  ><span class="te-value te-mono">{{ accountDetails.savingsAccountNumber || '—' }}</span>
+                  <span class="te-label">KYC Status</span>
+                  <span class="te-value" [style.color]="kycDetails?.kycStatus === 300 ? '#059669' : '#f59e0b'">{{
+                    kycStatus
+                  }}</span>
                 </div>
-                @if (accountDetails.linkedLoanAccountNo) {
+                <div class="te-field">
+                  <span class="te-label">CKYC No.</span><span class="te-value te-mono">{{ ckycNumber }}</span>
+                </div>
+                <div class="te-field">
+                  <span class="te-label">Aadhaar</span><span class="te-value te-mono">{{ aadhaarNumber }}</span>
+                </div>
+                <div class="te-field">
+                  <span class="te-label">Product</span>
+                  <span class="te-value">{{
+                    accountDetails.savingsProductName ||
+                      accountDetails.depositProductName ||
+                      accountDetails.productName ||
+                      '—'
+                  }}</span>
+                </div>
+                @if (selectedRow?.acTyp === 'SHR') {
                   <div class="te-field">
-                    <span class="te-label">Linked Loan A/C No.</span
-                    ><span class="te-value te-mono">{{ accountDetails.linkedLoanAccountNo }}</span>
+                    <span class="te-label">No. of Shares Held</span
+                    ><span class="te-value te-mono">{{ accountDetails.summary?.totalApprovedShares ?? 0 }}</span>
                   </div>
+                  <div class="te-field">
+                    <span class="te-label">Market Price / Share</span
+                    ><span class="te-value te-mono"
+                      >{{ currencySymbol }}{{ accountDetails.currentMarketPrice | number: '1.2-2' }}</span
+                    >
+                  </div>
+                  <div class="te-field">
+                    <span class="te-label">Resolution No.</span
+                    ><span class="te-value te-mono">{{ accountDetails.resolutionNumber || '—' }}</span>
+                  </div>
+                  <div class="te-field">
+                    <span class="te-label">Linked Savings A/C No.</span
+                    ><span class="te-value te-mono">{{ accountDetails.savingsAccountNumber || '—' }}</span>
+                  </div>
+                  @if (accountDetails.linkedLoanAccountNo) {
+                    <div class="te-field">
+                      <span class="te-label">Linked Loan A/C No.</span
+                      ><span class="te-value te-mono">{{ accountDetails.linkedLoanAccountNo }}</span>
+                    </div>
+                  }
                 }
-              }
-            </div>
+              </div>
+            }
 
-            <div class="te-panel__header te-panel__header--mt">
+            <div class="te-panel__header" [class.te-panel__header--mt]="!isGlAccount">
               <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
                 <line x1="12" y1="1" x2="12" y2="23" />
                 <path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6" />
@@ -1567,6 +1577,8 @@
                           <select
                             class="ws-f__ctl"
                             [(ngModel)]="row.typ"
+                            [disabled]="isTypLocked(row)"
+                            [title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
                             (click)="$event.stopPropagation()"
                             (change)="onTypChange(row)"
                           >
@@ -1577,11 +1589,16 @@
                         </div>
                         <div class="ws-f ws-f--branch">
                           <label class="ws-f__lbl">BRANCH</label>
-                          <select class="ws-f__ctl" [(ngModel)]="row.br" (click)="$event.stopPropagation()">
-                            <option [ngValue]="1">001 · Main</option>
-                            <option [ngValue]="2">002 · M.G. Road</option>
-                            <option [ngValue]="14">014 · Station Rd</option>
-                            <option [ngValue]="27">027 · Industrial</option>
+                          <select
+                            class="ws-f__ctl"
+                            [(ngModel)]="row.br"
+                            [disabled]="branches.length <= 1"
+                            [title]="branches.length <= 1 ? 'Your branch' : 'Branch'"
+                            (click)="$event.stopPropagation()"
+                          >
+                            @for (b of branches; track b.id) {
+                              <option [ngValue]="b.id">{{ b.label }}</option>
+                            }
                           </select>
                         </div>
                         @if (row.typ === 'DD') {
@@ -1627,13 +1644,7 @@
                               class="ws-f__ctl"
                               [(ngModel)]="row.acTyp"
                               (click)="$event.stopPropagation()"
-                              (change)="
-                                row.acTyp === 'GL' &&
-                                  row.typ !== 'Disbursement' &&
-                                  row.typ !== 'Fund Transfer' &&
-                                  row.typ !== 'Enter Bank Transfer' &&
-                                  (row.dbCr = 'Cr')
-                              "
+                              (change)="isCreditOnly(row) && (row.dbCr = 'Cr')"
                             >
                               @for (a of acTypOptionsFor(row); track a) {
                                 <option [value]="a">{{ a }}</option>
@@ -1704,12 +1715,7 @@
                               type="button"
                               class="ws-seg__btn ws-seg__btn--dr"
                               [class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
-                              [disabled]="
-                                row.acTyp === 'GL' &&
-                                row.typ !== 'Disbursement' &&
-                                row.typ !== 'Fund Transfer' &&
-                                row.typ !== 'Enter Bank Transfer'
-                              "
+                              [disabled]="isCreditOnly(row)"
                               (click)="$event.stopPropagation(); row.dbCr = 'Dr'"
                             >
                               DR
@@ -1718,6 +1724,7 @@
                               type="button"
                               class="ws-seg__btn ws-seg__btn--cr"
                               [class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'"
+                              [disabled]="row.typ === 'Withdrawal Slip'"
                               (click)="$event.stopPropagation(); row.dbCr = 'Cr'"
                             >
                               CR
@@ -2043,7 +2050,13 @@
               <button class="ws-btn ws-btn--ghost" type="button" (click)="onSearch()">Search</button>
               <button class="ws-btn ws-btn--mode" type="button">Change Tr.Mode</button>
               @if (isClerk) {
-                <button class="ws-btn ws-btn--add" type="button" (click)="addRow()" title="Add another transaction row">
+                <button
+                  class="ws-btn ws-btn--add"
+                  type="button"
+                  [disabled]="selectedRow?.typ === 'Withdrawal Slip'"
+                  (click)="addRow()"
+                  title="Add another transaction row"
+                >
                   <svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5">
                     <line x1="12" y1="5" x2="12" y2="19" />
                     <line x1="5" y1="12" x2="19" y2="12" />

src/app/cashier/transaction-entry/transaction-entry.component.ts

@@ -1658,6 +1658,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
 
   // Full account + client data
   accountDetails: any = null;
+  /** Parent (header) GL of the selected GL account, shown in the GL Account Information panel. */
+  glParent: { glCode?: string; name?: string } | null = null;
   clientDetails: any = null;
   kycDetails: any = null;
   nominees: any[] = [];
@@ -1685,10 +1687,12 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   private searchToken = 0;
   private lastLoadedAcNo = '';
   private acNoInput$ = new Subject<{ row: TxnRow; index: number; value: string }>();
+  /** How many characters of the A/C NO. start the automatic account search. */
+  private static readonly AC_NO_AUTO_SEARCH_MIN_LENGTH = 6;
   cashVaultGlId: number | null = null;
   /** The Cash Vault GL account's own code and name — the denomination breakdown for a manual GL
    *  entry has to be filed against THIS account, not whichever account the teller typed in, since
-   *  that account is never the one physical notes actually moved through (see submitGlJournalEntry).
+   *  that account is never the one physical notes actually moved through.
    *  Both resolved dynamically off whatever this tenant's own financial-activity mapping names as
    *  its cash/vault account (see loadCashVaultGl) — never a literal account name or code. */
   cashVaultGlCode: string | null = null;
@@ -1873,6 +1877,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   ngOnInit(): void {
     const d = businessToday();
     this.today = `${String(d.getDate()).padStart(2, '0')}/${String(d.getMonth() + 1).padStart(2, '0')}/${d.getFullYear()}`;
+    this.loadBranches();
     this.addRow();
     this.loadDenominations();
     this.loadOpeningPosition();
@@ -1903,7 +1908,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
         distinctUntilChanged((a, b) => a.value === b.value && a.row === b.row)
       )
       .subscribe(({ row, index, value }) => {
-        if (value.trim().length >= 4) {
+        // Searches on its own once six characters are typed, for clerk and cashier alike.
+        if (value.trim().length >= TransactionEntryComponent.AC_NO_AUTO_SEARCH_MIN_LENGTH) {
           this.selectedRow = row;
           this.loadAccountDetails(value.trim(), row.acTyp);
         }
@@ -2304,7 +2310,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     // anyway, just without the extra click to get there.
     const row: TxnRow = {
       typ: this.isClerk ? 'Withdrawal Slip' : 'Receipt',
-      br: 1,
+      br: this.defaultBranchId,
       trTp: '',
       acTyp: 'SD',
       acNo: '',
@@ -2323,8 +2329,54 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     this.rows.push(row);
   }
 
+  /**
+   * A GL row is credit-only (money received into the account) except on the transfer types, which pick
+   * either side, and on a Withdrawal Slip, which is always a debit: the GL is debited and the cash
+   * vault credited when cash is paid out against it (a clerk's request, approved, then paid by the cashier).
+   */
+  isGlCreditOnly(row: TxnRow): boolean {
+    return (
+      row.acTyp === 'GL' &&
+      row.typ !== 'Disbursement' &&
+      row.typ !== 'Fund Transfer' &&
+      row.typ !== 'Enter Bank Transfer' &&
+      row.typ !== 'Withdrawal Slip'
+    );
+  }
+
+  /**
+   * A Fixed Deposit row is credit-only on both the clerk and the cashier screens: an FD is funded once, with
+   * exactly its principal, and money leaves it only through its maturity or premature closure. The one
+   * exception is the clerk's own "Close this account" flow, which raises a closure request.
+   */
+  isFdCreditOnly(row: TxnRow): boolean {
+    return row.acTyp === 'FD' && !this.pendingClosure;
+  }
+
+  /** DR is not offered for this row (see isGlCreditOnly and isFdCreditOnly). */
+  isCreditOnly(row: TxnRow): boolean {
+    return this.isGlCreditOnly(row) || this.isFdCreditOnly(row);
+  }
+
   /** Called when the TYPE dropdown changes — sets sensible defaults for TXN TP and DR/CR */
+  /**
+   * A cashier row that was filled from an approved token (withdrawal / account-closure) is cash
+   * leaving the branch to the member, so its TYPE is fixed to Payment and cannot be changed.
+   * Never true for the clerk screen or for rows keyed in by hand.
+   */
+  isTypLocked(row: TxnRow): boolean {
+    return (
+      !this.isClerk &&
+      !!row.tokNo?.trim() &&
+      !!(this.activeWithdrawalRequest || this.activeDividendClaimRequest || this.activeClosureRequest)
+    );
+  }
+
   onTypChange(row: TxnRow): void {
+    if (this.isTypLocked(row)) {
+      row.typ = 'Payment';
+      return;
+    }
     switch (row.typ) {
       case 'Withdrawal Slip':
         row.dbCr = 'Dr';
@@ -2440,7 +2492,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
    * such ambiguity — the account itself says what it's for.
    */
   showsEntryType(row: TxnRow): boolean {
-    return row.acTyp === 'GL' && row.dbCr === 'Cr';
+    return row.acTyp === 'GL';
   }
 
   /**
@@ -2618,14 +2670,47 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     return !!this.selectedRow && Math.abs(this.denominationTotal - this.ddTargetTotal) < 0.005;
   }
 
+  /**
+   * The branches an entry can be posted against: the real offices of this installation. Read from the offices
+   * themselves rather than from a fixed list, so a branch that is added or renamed shows up here without a code change.
+   */
+  branches: { id: number; label: string }[] = [];
+
+  private loadBranches(): void {
+    const own = this.authService.getCredentials();
+    const ownBranch = own?.officeId
+      ? [{ id: own.officeId, label: this.branchLabel(own.officeId, own.officeName) }]
+      : [];
+    // The office list is only asked for by a login allowed to read it. A cashier or clerk is not, and asking anyway
+    // makes the server refuse and the screen raise an "Unauthorized Request" popup; such a login works in its own
+    // office, which is the one branch it is offered.
+    const permissions = own?.permissions ?? [];
+    const mayReadOffices = permissions.includes('ALL_FUNCTIONS') || permissions.includes('READ_OFFICE');
+    if (!mayReadOffices) {
+      this.branches = ownBranch;
+      return;
+    }
+    this.http
+      .get('/offices')
+      .pipe(catchError(() => of([])))
+      .subscribe((list: any) => {
+        const offices: any[] = Array.isArray(list) ? list : [];
+        this.branches =
+          offices.length > 0 ? offices.map((o) => ({ id: o.id, label: this.branchLabel(o.id, o.name) })) : ownBranch;
+      });
+  }
+
+  private branchLabel(id: number, name: string | null | undefined): string {
+    return `${String(id).padStart(3, '0')} · ${name ?? 'Branch ' + id}`;
+  }
+
+  /** The office the signed-in user works in, which a new entry is posted against unless they pick another. */
+  get defaultBranchId(): number {
+    return this.authService.getCredentials()?.officeId ?? 1;
+  }
+
   branchNameFor(branchId: number): string {
-    const map: Record<number, string> = {
-      1: '001 · Main',
-      2: '002 · M.G. Road',
-      14: '014 · Station Rd',
-      27: '027 · Industrial'
-    };
-    return map[branchId] || `Branch ${branchId}`;
+    return this.branches.find((b) => b.id === branchId)?.label ?? `Branch ${branchId}`;
   }
 
   /**
@@ -3918,7 +4003,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     SAVINGS: 'SD',
     CURRENT: 'CA',
     FIXED_DEPOSIT: 'FD',
-    RECURRING_DEPOSIT: 'RD'
+    RECURRING_DEPOSIT: 'RD',
+    GL: 'GL'
   };
 
   openCustomerSearch(): void {
@@ -4243,6 +4329,17 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       }
       this.accountDetails = acc;
       this.jointHolders = acc.jointHolders ?? [];
+      // GL only: look up the parent (header) GL's name. Never runs for any other account type.
+      this.glParent = null;
+      if (acTyp?.toUpperCase() === 'GL' && acc.parentId) {
+        this.http
+          .get<any>(`/glaccounts/${acc.parentId}`)
+          .pipe(catchError(() => of(null)))
+          .subscribe((p: any) => {
+            if (token !== this.searchToken) return;
+            this.glParent = p ? { glCode: p.glCode, name: p.name } : null;
+          });
+      }
       // Cash Hold / Clearing Hold breakdown only exists for plain savings accounts (m_savings_account)
       // — FD/RD/Current/Share/GL have no such row, so there's nothing to ask for.
       if (acTyp?.toUpperCase() === 'SD' && acc.id) {
@@ -4813,6 +4910,40 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     return this.accountDetails?.officeName ?? this.clientDetails?.officeName ?? '—';
   }
 
+  /** True when the loaded account is a General Ledger account (/glaccounts), which has no client behind it. */
+  get isGlAccount(): boolean {
+    return !!this.accountDetails?.glCode && this.selectedRow?.acTyp === 'GL';
+  }
+
+  /** The GL account's own details, shown in place of the client panels. */
+  get glInfo(): { label: string; value: string; mono?: boolean }[] {
+    const gl = this.accountDetails;
+    if (!gl) return [];
+    const type = gl.type?.value ?? '—';
+    const nature = [
+      'ASSET',
+      'EXPENSE'
+    ].includes(String(type).toUpperCase()) ? 'Debit' : 'Credit';
+    return [
+      { label: 'GL Code', value: gl.glCode ?? '—', mono: true },
+      { label: 'GL Name', value: gl.name ?? '—' },
+      { label: 'Account Type', value: type },
+      { label: 'Usage', value: gl.usage?.value ?? '—' },
+      { label: 'Normal Balance', value: nature },
+      {
+        label: 'Parent GL',
+        value: this.glParent?.name
+          ? `${this.glParent.glCode ? this.glParent.glCode.trim() + ' - ' : ''}${this.glParent.name.trim()}`
+          : gl.parentId != null
+            ? `ID ${gl.parentId}`
+            : '—'
+      },
+      { label: 'Manual Entries', value: gl.manualEntriesAllowed ? 'Allowed' : 'Not allowed' },
+      { label: 'Status', value: gl.disabled ? 'Disabled' : 'Enabled' },
+      { label: 'Description', value: gl.description || '—' }
+    ];
+  }
+
   get openingDate(): string {
     const raw =
       this.accountDetails?.timeline?.submittedOnDate ??
@@ -5155,6 +5286,20 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   }
 
   onSave(): void {
+    // Money never leaves a Fixed Deposit from this screen, clerk or cashier: no withdrawal slip, payment,
+    // collection or transfer debits an FD. It is paid out only through its maturity or premature closure
+    // (the clerk's "Close this account" flow). The DR button is already disabled for FD rows (isFdCreditOnly);
+    // this also catches a row set to DR by its TYPE, such as a Withdrawal Slip.
+    const fdDebitRows = this.rows.filter((r) => this.isFdCreditOnly(r) && r.dbCr === 'Dr');
+    if (fdDebitRows.length > 0) {
+      this.showAlert('error', 'Fixed Deposit Cannot Be Debited', [
+        `FD account(s) ${fdDebitRows.map((r) => r.acNo).join(', ')} cannot be debited or withdrawn from.`,
+        'Money leaves a Fixed Deposit only through its maturity or premature closure.',
+        'An FD can only be credited — once, with exactly its principal.'
+      ]);
+      return;
+    }
+
     // Demand drafts commit here like everything else on the worksheet. Checked first because a DD
     // row shares its shape with the ordinary entries below — without this it would fall through and
     // post as a plain transaction, with the draft never raised and the charges silently dropped.
@@ -5232,7 +5377,9 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
         return;
       }
 
-      // Bank transfer: only savings (SD) or current (CA/CB) accounts allowed
+      // Bank transfer: savings (SD) or current (CA/CB) accounts on either side, plus a Fixed Deposit (FD) on
+      // the CR side only -- funding it from the customer's own account. The server checks the funding rules
+      // (first and only funding, exactly the principal, the source account's owner and available balance).
       const allowedTypes = new Set([
         'SD',
         'CA',
@@ -5240,13 +5387,13 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       ]);
       const invalidAccounts = [
         ...drRows,
-        ...crRows
+        ...crRows.filter((r) => r.acTyp !== 'FD')
       ].filter((r) => !allowedTypes.has(r.acTyp));
       if (invalidAccounts.length > 0) {
         this.showAlert('error', 'Invalid Account Type', [
           `Account type(s) not allowed in Bank Transfer: ${invalidAccounts.map((r) => r.acTyp + ' (' + r.acNo + ')').join(', ')}`,
-          'Only Savings (SD) and Current (CA) accounts are permitted.',
-          'GL, FD and SHR accounts are not allowed — use Disbursement/Collection instead.',
+          'Debit side: only Savings (SD) and Current (CA) accounts. Credit side: SD, CA or a Fixed Deposit (FD).',
+          'GL and SHR accounts are not allowed — use Disbursement/Collection instead.',
           'RD installments are paid through a cashier Receipt or Auto Debit.'
         ]);
         return;
@@ -5847,10 +5994,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       return;
     }
 
-    // GL withdrawal → direct journal entry (no maker-checker)
-    // GL deposit → falls through to maker-checker block below
-    if (row.acTyp === 'GL' && !isDeposit) {
-      this.submitGlJournalEntry(row, amount, isDeposit);
+    // A GL withdrawal slip is raised by the clerk and paid by the cashier against its token, exactly like a
+    // savings withdrawal (the clerk branch and the token branch below). Nothing posts from this screen directly:
+    // manual journal entries are switched off on the server.
+    if (row.acTyp === 'GL' && !isDeposit && !this.clerkMode && !this.activeWithdrawalRequest) {
+      this.showAlert('error', 'GL Withdrawal', [
+        'A GL withdrawal is raised by a clerk and paid by the cashier against its token.',
+        'Enter the token number of the approved request to pay it.'
+      ]);
       return;
     }
 
@@ -6223,17 +6374,34 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
     const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
 
+    const isGl = row.acTyp === 'GL';
+    // The Entry Type picked for a GL slip has no column of its own on the request, so it rides on the narration.
+    const entryTypeName = isGl ? this.entryTypeOptions.find((e) => e.id === row.entryTypeCvId)?.name : undefined;
+    const description = [
+      row.description,
+      entryTypeName ? `[Entry Type: ${entryTypeName}]` : ''
+    ]
+      .filter(Boolean)
+      .join(' ');
+
     return {
-      accountNo: this.accountDetails.accountNo,
+      accountNo: isGl ? (this.accountDetails.glCode ?? this.accountDetails.name) : this.accountDetails.accountNo,
       accountType: this.creditEntryAccountType(row.acTyp),
-      savingsAccountId: this.accountDetails.id,
-      clientId: this.accountDetails.clientId ?? this.clientDetails?.id ?? null,
-      clientName: this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null,
+      savingsAccountId: isGl ? null : this.accountDetails.id,
+      // GL-specific fields: the GL being paid out of and the cash GL it is paid from (null for other types)
+      glAccountId: isGl ? this.accountDetails.id : null,
+      contraGlId: isGl ? this.cashVaultGlId : null,
+      officeId: isGl ? row.br || 1 : null,
+      currencyCode: isGl ? (this.accountDetails?.currency?.code ?? 'INR') : null,
+      clientId: isGl ? null : (this.accountDetails.clientId ?? this.clientDetails?.id ?? null),
+      clientName: isGl
+        ? (this.accountDetails?.name ?? null)
+        : (this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null),
       amount,
       txnDate: txnDateIso,
       paymentTypeId: row.paymentTypeId || null,
       paymentTypeName: selectedPt?.name ?? 'Cash',
-      description: row.description || null,
+      description: description || null,
       chequeNo: row.chequeNo || null,
       bankName: row.bankName || null,
       tokNo: row.tokNo?.trim() || null,
@@ -6425,106 +6593,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     this.addRow();
   }
 
-  private submitGlJournalEntry(row: TxnRow, amount: number, isDeposit: boolean): void {
-    if (!this.cashVaultGlId) {
-      this.showAlert('error', 'Cash Vault GL Not Configured', [
-        'Financial Activity Account (CASH_AT_TELLER) is not configured.',
-        'Please configure it in System → Financial Activity Accounts.'
-      ]);
-      this.saving = false;
-      return;
-    }
-
-    const today = businessToday();
-    const txnDate = `${String(today.getDate()).padStart(2, '0')}/${String(today.getMonth() + 1).padStart(2, '0')}/${today.getFullYear()}`;
-    const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
-
-    const selectedGlId = this.accountDetails.id;
-    const contraGlId = this.cashVaultGlId;
-
-    // isDeposit (CR button) = cashier receives cash → credit selected GL, debit contra (cash vault)
-    // isWithdrawal (DR button) = cashier pays out cash → debit selected GL, credit contra (cash vault)
-    const credits = isDeposit ? [{ glAccountId: selectedGlId, amount }] : [{ glAccountId: contraGlId, amount }];
-    const debits = isDeposit ? [{ glAccountId: contraGlId, amount }] : [{ glAccountId: selectedGlId, amount }];
-
-    const payload: any = {
-      officeId: row.br || 1,
-      transactionDate: txnDate,
-      dateFormat: 'dd/MM/yyyy',
-      locale: 'en',
-      currencyCode: this.accountDetails?.currency?.code ?? 'INR',
-      comments: row.description || null,
-      credits,
-      debits,
-      paymentTypeId: row.paymentTypeId
-    };
-
-    // Check if cash payment so we can record denomination after journal entry
-    const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
-    const isCashPayment = !!selectedPt?.isCashPayment;
-
-    this.saving = true;
-    this.http
-      .post('/journalentries', payload)
-      .pipe(
-        catchError((err: any) => {
-          const msg =
-            err?.error?.errors?.[0]?.defaultUserMessage ??
-            err?.error?.developerMessage ??
-            'Journal entry failed. Please try again.';
-          this.showAlert('error', 'Transaction Failed', [msg]);
-          this.saving = false;
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.saving = false;
-        if (res) {
-          // Record denomination so cashier position stays accurate
-          // Same condition as savings: cash + denom entered + denom matches posted amount
-          if (isCashPayment && this.denominationTotal > 0 && this.denominationTotal === amount) {
-            const denomBreakdown = [
-              ...this.notes,
-              ...this.coins
-            ]
-              .filter((d) => this.countFor(d) > 0)
-              .map((d) => ({
-                denominationId: d.id,
-                denominationValue: d.value,
-                kind: d.kind,
-                count: this.countFor(d),
-                subtotal: this.subtotalFor(d)
-              }));
-            // Filed against the Cash Vault GL, not the account the teller selected on screen: that
-            // selected account (e.g. Sundry Creditors) is the other leg of the journal entry, and
-            // never the one whose physical notes actually changed hands. Tagging the breakdown to it
-            // instead of the vault is why this cash never reached the cashier/vault position.
-            this.http
-              .post('/cashier/gl-denomination', {
-                txnId: res.transactionId ?? res.resourceId,
-                accountNo: this.cashVaultGlCode ?? row.acNo,
-                accountName: this.cashVaultGlName ?? 'Cash at Vault',
-                txnType: isDeposit ? 'DEPOSIT' : 'WITHDRAWAL',
-                txnDate: txnDateIso,
-                paymentTypeName: selectedPt?.name ?? 'Cash',
-                denominationBreakdown: denomBreakdown
-              })
-              .pipe(catchError(() => of(null)))
-              .subscribe();
-          }
-
-          const ref = res.transactionId ?? res.resourceId ?? 'N/A';
-          this.showAlert('success', 'GL Transaction Posted', [
-            `Journal entry of ₹${amount.toLocaleString('en-IN', { minimumFractionDigits: 2 })} posted successfully.`,
-            `Transaction ID: ${ref}`
-          ]);
-          this.clearDenominations();
-          this.loadOpeningPosition();
-          this.loadAccountDetails(row.acNo.trim(), row.acTyp);
-        }
-      });
-  }
-
   onSearch(): void {
     if (this.selectedRow?.acNo.trim()) {
       this.loadAccountDetails(this.selectedRow.acNo.trim(), this.selectedRow.acTyp);

src/app/cashier/voucher-correction-approvals/voucher-correction-approvals.component.html

@@ -0,0 +1,170 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cv-tab-content vca-tab">
+  <!-- ── TITLE BAR ── -->
+  <div class="vca-action-bar">
+    <div class="vca-action-bar__left">
+      <mat-icon class="vca-action-bar__icon">undo</mat-icon>
+      <div>
+        <div class="vca-action-bar__title">Voucher Corrections</div>
+        <div class="vca-action-bar__sub">
+          Approve or reject a voucher unpass, and the correction entry that follows it. Only the correction approval
+          moves money.
+        </div>
+      </div>
+    </div>
+    <div class="vca-counts">
+      <span class="vca-count"
+        ><strong>{{ unpassCount }}</strong> unpass</span
+      >
+      <span class="vca-count"
+        ><strong>{{ correctionCount }}</strong> correction</span
+      >
+    </div>
+  </div>
+
+  <!-- ── FILTER BAR ── -->
+  <div class="vca-filter-bar">
+    <div class="vca-search-box">
+      <mat-icon>search</mat-icon>
+      <input type="text" placeholder="Search by voucher, account, customer or user" [(ngModel)]="searchTerm" />
+      @if (searchTerm) {
+        <button type="button" class="vca-search-box__clear" (click)="searchTerm = ''">
+          <mat-icon>close</mat-icon>
+        </button>
+      }
+    </div>
+
+    <span class="vca-fb-sep"></span>
+
+    <select class="vca-filter-select" [(ngModel)]="kindFilter">
+      @for (opt of kindOptions; track opt.value) {
+        <option [value]="opt.value">{{ opt.label }}</option>
+      }
+    </select>
+
+    <button type="button" class="vca-btn vca-btn--refresh" (click)="load()" [disabled]="loading">
+      <mat-icon>refresh</mat-icon>
+    </button>
+  </div>
+
+  <!-- ── TABLE ── -->
+  @if (loading && !loaded) {
+    <div class="vca-empty"><p class="vca-empty__title">Loading…</p></div>
+  } @else if (rows.length === 0) {
+    <div class="vca-empty">
+      <mat-icon class="vca-empty__icon">inbox</mat-icon>
+      <p class="vca-empty__title">No voucher correction waiting</p>
+      <p class="vca-empty__text">There is no unpass request or correction entry waiting for review.</p>
+    </div>
+  } @else {
+    <div class="vca-table-wrap">
+      <table class="vca-table">
+        <thead>
+          <tr>
+            <th>Voucher No</th>
+            <th>Request</th>
+            <th>Posted To (Wrong)</th>
+            <th>Correct Account</th>
+            <th class="num">Amount</th>
+            <th>Reason</th>
+            <th>Raised By</th>
+            <th>Raised At</th>
+            <th class="vca-th-action">Action</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of rows; track r.request.id) {
+            <tr class="vca-row">
+              <td class="vca-mono vca-voucher">{{ r.request.original_voucher_no }}</td>
+              <td>
+                <span class="vca-kind" [class]="'vca-kind vca-kind--' + r.kind">{{ kindLabel(r.kind) }}</span>
+              </td>
+              <td>
+                <div class="vca-mono">{{ r.request.wrong_account_no }}</div>
+                <div class="vca-sub">{{ r.request.wrong_client_name || '—' }}</div>
+              </td>
+              <td>
+                @if (r.kind === 'correction') {
+                  <div class="vca-mono vca-strong">{{ r.request.correct_account_no }}</div>
+                  <div class="vca-sub">{{ r.request.correct_client_name || '—' }}</div>
+                } @else {
+                  <span class="vca-none">—</span>
+                }
+              </td>
+              <td class="num vca-amount">₹{{ r.request.amount | number: '1.2-2' }}</td>
+              <td class="vca-reason" [title]="r.request.reason || ''">{{ r.request.reason || '—' }}</td>
+              <td>{{ r.raisedBy || '—' }}</td>
+              <td class="vca-dt">{{ formatDateTime(r.raisedAt) }}</td>
+              <td class="vca-action-cell">
+                <button
+                  type="button"
+                  class="vca-btn vca-btn--reject"
+                  [disabled]="busyId === r.request.id"
+                  (click)="startReject(r)"
+                >
+                  <mat-icon>close</mat-icon> Reject
+                </button>
+                <button
+                  type="button"
+                  class="vca-btn vca-btn--approve"
+                  [disabled]="busyId === r.request.id"
+                  (click)="approve(r)"
+                >
+                  <mat-icon>check</mat-icon>
+                  {{ r.kind === 'unpass' ? 'Approve unpass' : 'Approve correction' }}
+                </button>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+</div>
+
+<!-- ─── Popup: reject with a reason ───────────────────────────────────────── -->
+<ng-template #rejectDialog>
+  @if (rejecting) {
+    <div class="vca-dlg">
+      <header class="vca-dlg__head">
+        <mat-icon class="vca-dlg__ico">block</mat-icon>
+        <div class="vca-dlg__titles">
+          <div class="vca-dlg__title">
+            Reject {{ rejecting.kind === 'unpass' ? 'unpass request' : 'correction entry' }}
+          </div>
+          <div class="vca-dlg__sub vca-mono">{{ rejecting.request.original_voucher_no }}</div>
+        </div>
+        <button type="button" class="vca-dlg__x" aria-label="Close" (click)="cancelReject()">
+          <mat-icon>close</mat-icon>
+        </button>
+      </header>
+      <div class="vca-dlg__body">
+        <label class="vca-label" for="vca-reason">Reason (required)</label>
+        <textarea
+          id="vca-reason"
+          rows="3"
+          placeholder="Why is this being rejected?"
+          [(ngModel)]="rejectReason"
+        ></textarea>
+      </div>
+      <footer class="vca-dlg__foot">
+        <button type="button" class="vca-btn vca-btn--ghost" (click)="cancelReject()">Cancel</button>
+        <button
+          type="button"
+          class="vca-btn vca-btn--reject-solid"
+          [disabled]="!rejectReason.trim() || busyId === rejecting.request.id"
+          (click)="confirmReject()"
+        >
+          Confirm reject
+        </button>
+      </footer>
+    </div>
+  }
+</ng-template>

src/app/cashier/voucher-correction-approvals/voucher-correction-approvals.component.scss

@@ -0,0 +1,485 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// Laid out like the other approval tabs (Withdrawal Requests): title bar, filter bar, one table.
+:host {
+  display: block;
+}
+
+.vca-tab {
+  padding: 0;
+}
+
+.vca-action-bar {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 10px 16px;
+  background: #fff;
+  border-bottom: 1px solid #e2e8f0;
+
+  &__left {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+  }
+
+  &__icon {
+    font-size: 22px;
+    width: 22px;
+    height: 22px;
+    color: #0f4f3c;
+  }
+
+  &__title {
+    font-size: 13px;
+    font-weight: 700;
+    color: #0d1b2a;
+  }
+
+  &__sub {
+    max-width: 640px;
+    margin-top: 1px;
+    font-size: 11px;
+    color: #64748b;
+  }
+}
+
+.vca-counts {
+  display: flex;
+  gap: 8px;
+}
+
+.vca-count {
+  padding: 2px 10px;
+  border-radius: 999px;
+  background: #f1f5f9;
+  font-size: 11px;
+  color: #475569;
+
+  strong {
+    color: #0f4f3c;
+  }
+}
+
+.vca-filter-bar {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  flex-wrap: wrap;
+  padding: 6px 16px;
+  background: #f8fafc;
+  border-bottom: 1px solid #e2e8f0;
+}
+
+.vca-fb-sep {
+  flex-shrink: 0;
+  width: 1px;
+  height: 22px;
+  margin: 0 4px;
+  background: #e2e8f0;
+}
+
+.vca-search-box {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  height: 30px;
+  min-width: 240px;
+  padding: 0 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: 8px;
+  background: #fff;
+
+  mat-icon {
+    flex-shrink: 0;
+    font-size: 17px;
+    width: 17px;
+    height: 17px;
+    color: #94a3b8;
+  }
+
+  &:hover {
+    border-color: #cbd5e1;
+  }
+
+  &:focus-within {
+    border-color: #0f4f3c;
+    box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
+  }
+
+  input {
+    flex: 1;
+    border: none;
+    outline: none;
+    background: transparent;
+    font-family: inherit;
+    font-size: 12px;
+    color: #0d1b2a;
+
+    &::placeholder {
+      color: #94a3b8;
+    }
+  }
+
+  &__clear {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    flex-shrink: 0;
+    width: 20px;
+    height: 20px;
+    padding: 0;
+    border: none;
+    border-radius: 50%;
+    background: none;
+    color: #94a3b8;
+    cursor: pointer;
+
+    mat-icon {
+      font-size: 15px;
+      width: 15px;
+      height: 15px;
+      color: inherit;
+    }
+
+    &:hover {
+      color: #dc2626;
+      background: #fef2f2;
+    }
+  }
+}
+
+.vca-filter-select {
+  height: 30px;
+  min-width: 140px;
+  padding: 0 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: 7px;
+  background: #fff;
+  font-family: inherit;
+  font-size: 12px;
+  color: #0d1b2a;
+  cursor: pointer;
+
+  &:focus {
+    outline: none;
+    border-color: #0f4f3c;
+  }
+}
+
+// ── Buttons ─────────────────────────────────────────────────────────────────
+.vca-btn {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  height: 26px;
+  padding: 0 10px;
+  border: 1px solid transparent;
+  border-radius: 7px;
+  font-family: inherit;
+  font-size: 11px;
+  font-weight: 600;
+  white-space: nowrap;
+  cursor: pointer;
+
+  mat-icon {
+    font-size: 14px;
+    width: 14px;
+    height: 14px;
+  }
+
+  &:disabled {
+    opacity: 0.45;
+    cursor: not-allowed;
+  }
+
+  &--refresh {
+    height: 30px;
+    width: 30px;
+    justify-content: center;
+    padding: 0;
+    margin-left: auto;
+    border-color: #e2e8f0;
+    background: #fff;
+    color: #475569;
+  }
+
+  &--approve {
+    background: #0f4f3c;
+    color: #fff;
+
+    &:hover:not(:disabled) {
+      background: #0a3d2e;
+    }
+  }
+
+  &--reject {
+    border-color: #fecaca;
+    background: #fff;
+    color: #dc2626;
+
+    &:hover:not(:disabled) {
+      background: #fef2f2;
+    }
+  }
+
+  &--reject-solid {
+    background: #dc2626;
+    color: #fff;
+  }
+
+  &--ghost {
+    border-color: #e2e8f0;
+    background: #fff;
+    color: #475569;
+  }
+}
+
+// ── Table ───────────────────────────────────────────────────────────────────
+.vca-table-wrap {
+  overflow-x: auto;
+  background: #fff;
+}
+
+.vca-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 11px;
+
+  th {
+    padding: 7px 10px;
+    border-bottom: 1px solid #e2e8f0;
+    background: #f8fafc;
+    font-size: 9.5px;
+    font-weight: 800;
+    letter-spacing: 0.06em;
+    text-align: left;
+    text-transform: uppercase;
+    color: #94a3b8;
+    white-space: nowrap;
+  }
+
+  td {
+    padding: 5px 10px;
+    border-bottom: 1px solid #eef2f7;
+    vertical-align: middle;
+    color: #0d1b2a;
+  }
+
+  .num {
+    text-align: right;
+    font-variant-numeric: tabular-nums;
+  }
+
+  .vca-th-action {
+    text-align: right;
+  }
+}
+
+.vca-row:hover td {
+  background: #f8fafc;
+}
+
+.vca-mono {
+  font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
+  letter-spacing: 0.02em;
+}
+
+.vca-voucher {
+  font-weight: 700;
+  color: #0f4f3c;
+}
+
+.vca-strong {
+  font-weight: 700;
+}
+
+.vca-sub {
+  margin-top: 1px;
+  font-size: 11px;
+  color: #64748b;
+}
+
+.vca-none {
+  color: #cbd5e1;
+}
+
+.vca-amount {
+  font-weight: 700;
+}
+
+.vca-reason {
+  max-width: 220px;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.vca-dt {
+  white-space: nowrap;
+  color: #475569;
+}
+
+.vca-kind {
+  display: inline-block;
+  padding: 2px 10px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+
+  &--unpass {
+    background: #fef3c7;
+    color: #92400e;
+  }
+
+  &--correction {
+    background: #dbeafe;
+    color: #1e40af;
+  }
+}
+
+.vca-action-cell {
+  display: flex;
+  justify-content: flex-end;
+  gap: 6px;
+  white-space: nowrap;
+}
+
+// ── Empty ───────────────────────────────────────────────────────────────────
+.vca-empty {
+  padding: 28px 16px;
+  text-align: center;
+  color: #94a3b8;
+
+  &__icon {
+    display: block;
+    margin: 0 auto 6px;
+    font-size: 30px;
+    width: 30px;
+    height: 30px;
+    opacity: 0.6;
+  }
+
+  &__title {
+    margin: 0;
+    font-size: 12px;
+    font-weight: 700;
+    color: #64748b;
+  }
+
+  &__text {
+    margin: 3px 0 0;
+    font-size: 11px;
+  }
+}
+
+// ── Reject popup ────────────────────────────────────────────────────────────
+.vca-dlg {
+  font-size: 12px;
+
+  &__head {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    padding: 10px 14px;
+    border-bottom: 1px solid #e2e8f0;
+    background: #f8fafc;
+  }
+
+  &__ico {
+    flex: 0 0 32px;
+    height: 32px;
+    width: 32px;
+    border-radius: 9px;
+    background: #fef2f2;
+    color: #dc2626;
+    font-size: 18px;
+    line-height: 32px;
+    text-align: center;
+  }
+
+  &__titles {
+    flex: 1;
+    min-width: 0;
+  }
+
+  &__title {
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__sub {
+    font-size: 11px;
+    color: #64748b;
+  }
+
+  &__x {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    height: 28px;
+    width: 28px;
+    border: 0;
+    border-radius: 50%;
+    background: transparent;
+    color: #64748b;
+    cursor: pointer;
+
+    &:hover {
+      background: #e2e8f0;
+    }
+
+    mat-icon {
+      font-size: 18px;
+      height: 18px;
+      width: 18px;
+    }
+  }
+
+  &__body {
+    padding: 12px 14px;
+
+    textarea {
+      width: 100%;
+      padding: 7px 10px;
+      border: 1px solid #cbd5e1;
+      border-radius: 8px;
+      font: inherit;
+      font-size: 12px;
+      resize: vertical;
+
+      &:focus {
+        outline: 0;
+        border-color: #0f4f3c;
+        box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
+      }
+    }
+  }
+
+  &__foot {
+    display: flex;
+    justify-content: flex-end;
+    gap: 8px;
+    padding: 10px 14px;
+    border-top: 1px solid #e2e8f0;
+    background: #f8fafc;
+  }
+}
+
+.vca-label {
+  display: block;
+  margin-bottom: 4px;
+  font-size: 10px;
+  font-weight: 700;
+  letter-spacing: 0.05em;
+  text-transform: uppercase;
+  color: #94a3b8;
+}

src/app/cashier/voucher-correction-approvals/voucher-correction-approvals.component.ts

@@ -0,0 +1,192 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
+import { MatIconModule } from '@angular/material/icon';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { of } from 'rxjs';
+import { catchError } from 'rxjs/operators';
+import { VoucherCorrection, VoucherCorrectionService } from '../voucher-correction.service';
+
+type Kind = 'unpass' | 'correction';
+type KindFilter = 'ALL' | Kind;
+
+/** One row of the approvals table: a request, and which of the two steps it is waiting at. */
+interface ApprovalRow {
+  kind: Kind;
+  request: VoucherCorrection;
+  raisedBy: string | null;
+  raisedAt: string | null;
+}
+
+/**
+ * Manager side of the voucher correction, laid out like the other approval tabs: approves or rejects the unpass of a
+ * voucher, and later the correction entry the cashier made. Only the second approval moves money.
+ */
+@Component({
+  selector: 'mifosx-voucher-correction-approvals',
+  templateUrl: './voucher-correction-approvals.component.html',
+  styleUrls: ['./voucher-correction-approvals.component.scss'],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatDialogModule,
+    MatIconModule,
+    MatSnackBarModule
+  ]
+})
+export class VoucherCorrectionApprovalsComponent implements OnInit {
+  private service = inject(VoucherCorrectionService);
+  private snackBar = inject(MatSnackBar);
+  private dialog = inject(MatDialog);
+
+  @ViewChild('rejectDialog') rejectDialog!: TemplateRef<unknown>;
+  private dialogRef: MatDialogRef<unknown> | null = null;
+
+  all: ApprovalRow[] = [];
+  loading = false;
+  loaded = false;
+  busyId: number | null = null;
+
+  kindFilter: KindFilter = 'ALL';
+  searchTerm = '';
+
+  /** The row being rejected, and the reason typed for it. */
+  rejecting: ApprovalRow | null = null;
+  rejectReason = '';
+
+  readonly kindOptions: { value: KindFilter; label: string }[] = [
+    { value: 'ALL', label: 'All requests' },
+    { value: 'unpass', label: 'Unpass requests' },
+    { value: 'correction', label: 'Correction entries' }
+  ];
+
+  ngOnInit(): void {
+    this.load();
+  }
+
+  load(): void {
+    this.loading = true;
+    this.service
+      .list('UNPASS_PENDING,CORRECTION_PENDING')
+      .pipe(catchError(() => of([] as VoucherCorrection[])))
+      .subscribe((rows) => {
+        this.all = rows.map((r) =>
+          r.status === 'UNPASS_PENDING'
+            ? { kind: 'unpass', request: r, raisedBy: r.unpass_by_name, raisedAt: r.unpass_at }
+            : { kind: 'correction', request: r, raisedBy: r.correction_by_name, raisedAt: r.correction_at }
+        );
+        this.loading = false;
+        this.loaded = true;
+      });
+  }
+
+  /** The table: the kind picked, narrowed by whatever is typed in the search box. */
+  get rows(): ApprovalRow[] {
+    const term = this.searchTerm.trim().toLowerCase();
+    return this.all.filter((r) => {
+      if (this.kindFilter !== 'ALL' && r.kind !== this.kindFilter) return false;
+      if (!term) return true;
+      const q = r.request;
+      return [
+        q.original_voucher_no,
+        q.wrong_account_no,
+        q.wrong_client_name,
+        q.correct_account_no,
+        q.correct_client_name,
+        r.raisedBy
+      ].some((v) => (v ?? '').toLowerCase().includes(term));
+    });
+  }
+
+  get unpassCount(): number {
+    return this.all.filter((r) => r.kind === 'unpass').length;
+  }
+
+  get correctionCount(): number {
+    return this.all.filter((r) => r.kind === 'correction').length;
+  }
+
+  kindLabel(kind: Kind): string {
+    return kind === 'unpass' ? 'Unpass' : 'Correction';
+  }
+
+  formatDateTime(value: string | null): string {
+    if (!value) return '—';
+    const d = new Date(value);
+    return isNaN(d.getTime())
+      ? value
+      : d.toLocaleString('en-IN', { day: '2-digit', month: 'short', hour: '2-digit', minute: '2-digit' });
+  }
+
+  approve(row: ApprovalRow): void {
+    if (this.busyId) return;
+    const id = row.request.id;
+    this.busyId = id;
+    const call = row.kind === 'unpass' ? this.service.approveUnpass(id) : this.service.approveCorrection(id);
+    call.subscribe({
+      next: (res: any) => {
+        this.busyId = null;
+        this.snackBar.open(
+          row.kind === 'unpass'
+            ? `Voucher ${row.request.original_voucher_no} unpassed — the cashier can now enter the correct account`
+            : `Corrected. New voucher ${res?.newVoucherNo ?? ''}`,
+          'Close',
+          { duration: 6000 }
+        );
+        this.load();
+      },
+      error: (err) => {
+        this.busyId = null;
+        this.fail(err, 'Could not approve');
+      }
+    });
+  }
+
+  startReject(row: ApprovalRow): void {
+    this.rejecting = row;
+    this.rejectReason = '';
+    this.dialogRef = this.dialog.open(this.rejectDialog, { width: '440px', maxWidth: '95vw', autoFocus: false });
+    this.dialogRef.afterClosed().subscribe(() => (this.rejecting = null));
+  }
+
+  cancelReject(): void {
+    this.dialogRef?.close();
+  }
+
+  confirmReject(): void {
+    if (!this.rejecting || !this.rejectReason.trim() || this.busyId) return;
+    const row = this.rejecting;
+    const id = row.request.id;
+    this.busyId = id;
+    const reason = this.rejectReason.trim();
+    const call =
+      row.kind === 'unpass' ? this.service.rejectUnpass(id, reason) : this.service.rejectCorrection(id, reason);
+    call.subscribe({
+      next: () => {
+        this.busyId = null;
+        this.dialogRef?.close();
+        this.snackBar.open('Rejected', 'Close', { duration: 4000 });
+        this.load();
+      },
+      error: (err) => {
+        this.busyId = null;
+        this.fail(err, 'Could not reject');
+      }
+    });
+  }
+
+  private fail(err: any, fallback: string): void {
+    const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
+    this.snackBar.open(msg, 'Close', { duration: 8000 });
+  }
+}

src/app/cashier/voucher-correction.service.ts

@@ -0,0 +1,120 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Injectable, inject } from '@angular/core';
+import { HttpClient, HttpParams } from '@angular/common/http';
+import { Observable } from 'rxjs';
+
+/** One row of a voucher correction, as the server keeps it (snake_case columns). */
+export interface VoucherCorrection {
+  id: number;
+  original_voucher_no: string;
+  original_txn_id: number;
+  wrong_savings_account_id: number;
+  wrong_account_no: string;
+  wrong_client_name: string | null;
+  amount: number;
+  txn_date: string | null;
+  status: 'UNPASS_PENDING' | 'UNPASSED' | 'UNPASS_REJECTED' | 'CORRECTION_PENDING' | 'COMPLETED' | 'CLOSED';
+  reason: string | null;
+  rejection_reason: string | null;
+  unpass_by_name: string | null;
+  unpass_at: string | null;
+  unpass_approved_by_name: string | null;
+  correct_account_no: string | null;
+  correct_client_name: string | null;
+  correction_by_name: string | null;
+  correction_at: string | null;
+  correction_approved_by_name: string | null;
+  new_voucher_no: string | null;
+}
+
+/** A cash deposit voucher of today that can still be unpassed. */
+export interface EligibleVoucher {
+  voucherNo: string;
+  amount: number;
+  createdAt: string;
+  cashier: string;
+  txnId: number;
+  savingsAccountId: number;
+  accountNo: string;
+  clientName: string | null;
+  paymentType: string;
+}
+
+/** What the server knows about a savings account typed in as the correct one. */
+export interface AccountLookup {
+  id: number;
+  accountNo: string;
+  clientId: number | null;
+  clientName: string | null;
+  balance: number;
+  currencyCode: string;
+  canReceive: boolean;
+}
+
+/** HTTP service for the voucher correction workflow: unpass, approve, re-enter, approve. */
+@Injectable({ providedIn: 'root' })
+export class VoucherCorrectionService {
+  private http = inject(HttpClient);
+  private readonly base = '/vouchers/corrections';
+
+  eligible(search?: string): Observable<EligibleVoucher[]> {
+    let params = new HttpParams();
+    if (search) params = params.set('search', search);
+    return this.http.get<EligibleVoucher[]>(`${this.base}/eligible`, { params });
+  }
+
+  unpass(voucherNo: string, reason: string): Observable<any> {
+    return this.http.post(`${this.base}/unpass`, { voucherNo, reason });
+  }
+
+  list(status?: string, mine = false): Observable<VoucherCorrection[]> {
+    let params = new HttpParams().set('mine', String(mine));
+    if (status) params = params.set('status', status);
+    return this.http.get<VoucherCorrection[]>(this.base, { params });
+  }
+
+  get(id: number): Observable<VoucherCorrection> {
+    return this.http.get<VoucherCorrection>(`${this.base}/${id}`);
+  }
+
+  accountLookup(accountNo: string): Observable<AccountLookup> {
+    return this.http.get<AccountLookup>(`${this.base}/account-lookup`, { params: { accountNo } });
+  }
+
+  submitCorrection(id: number, correctAccountNo: string): Observable<any> {
+    return this.http.post(`${this.base}/${id}/correction`, { correctAccountNo });
+  }
+
+  /** The cashier gives up the correction, e.g. when the wrong account no longer holds the money. */
+  close(id: number, reason: string): Observable<any> {
+    return this.http.post(`${this.base}/${id}/close`, { reason });
+  }
+
+  approveUnpass(id: number): Observable<any> {
+    return this.http.post(`${this.base}/${id}/unpass/approve`, {});
+  }
+
+  rejectUnpass(id: number, reason: string): Observable<any> {
+    return this.http.post(`${this.base}/${id}/unpass/reject`, { reason });
+  }
+
+  approveCorrection(id: number): Observable<any> {
+    return this.http.post(`${this.base}/${id}/correction/approve`, {});
+  }
+
+  rejectCorrection(id: number, reason: string): Observable<any> {
+    return this.http.post(`${this.base}/${id}/correction/reject`, { reason });
+  }
+
+  /** Ids of the transactions of this account that a completed correction removed. */
+  voidedTransactions(savingsAccountId: number): Observable<number[]> {
+    return this.http.get<number[]>(`${this.base}/voided-transactions`, { params: { savingsAccountId } });
+  }
+}

src/app/cashier/voucher-correction/voucher-correction.component.html

@@ -0,0 +1,446 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="pg">
+  <header class="pg-head">
+    <div>
+      <div class="pg-eyebrow">CASHIER · VOUCHER CORRECTION</div>
+      <h1 class="pg-title">Voucher Correction</h1>
+      <p class="pg-sub">
+        Move a cash deposit that was posted to the wrong account. Nothing changes on any account until the final
+        approval.
+      </p>
+    </div>
+  </header>
+
+  <!-- The four steps, so it is always clear where a voucher is. -->
+  <ol class="vc-steps">
+    <li class="vc-step" [class.vc-step--on]="tab === 'today'">
+      <span class="vc-step__no">1</span>
+      <span class="vc-step__txt"><strong>Unpass</strong> the voucher</span>
+    </li>
+    <li class="vc-step">
+      <span class="vc-step__no">2</span>
+      <span class="vc-step__txt"><strong>Manager</strong> approves</span>
+    </li>
+    <li class="vc-step" [class.vc-step--on]="tab === 'unpassed'">
+      <span class="vc-step__no">3</span>
+      <span class="vc-step__txt">Enter the <strong>correct account</strong></span>
+    </li>
+    <li class="vc-step">
+      <span class="vc-step__no">4</span>
+      <span class="vc-step__txt"><strong>Manager</strong> approves, deposit moves</span>
+    </li>
+  </ol>
+
+  <nav class="vc-tabs">
+    @if (mayUnpass) {
+      <button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'today'" (click)="setTab('today')">
+        <mat-icon>receipt_long</mat-icon> Today's Vouchers
+      </button>
+    }
+    @if (mayCorrect) {
+      <button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'unpassed'" (click)="setTab('unpassed')">
+        <mat-icon>edit_note</mat-icon> Unpassed — Correct Entry
+        @if (unpassed.length) {
+          <span class="vc-count">{{ unpassed.length }}</span>
+        }
+      </button>
+    }
+    <button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'mine'" (click)="setTab('mine')">
+      <mat-icon>history</mat-icon> My Requests
+    </button>
+  </nav>
+
+  <!-- ─── Today's vouchers ─────────────────────────────────────────────── -->
+  @if (tab === 'today') {
+    <div class="vc-toolbar">
+      <div class="vc-search">
+        <mat-icon>search</mat-icon>
+        <input
+          type="text"
+          placeholder="Search by voucher, account or customer name"
+          [(ngModel)]="search"
+          (keyup.enter)="loadVouchers()"
+        />
+      </div>
+      <button type="button" class="pg-btn pg-btn--primary" (click)="loadVouchers()">
+        <mat-icon>search</mat-icon> Search
+      </button>
+      <button type="button" class="pg-btn pg-btn--ghost" (click)="search = ''; loadVouchers()">
+        <mat-icon>refresh</mat-icon> Refresh
+      </button>
+    </div>
+
+    <div class="pg-card">
+      <table class="pg-table vc-table">
+        <thead>
+          <tr>
+            <th>Voucher</th>
+            <th>Account</th>
+            <th>Customer</th>
+            <th>Mode</th>
+            <th>Cashier</th>
+            <th class="num">Amount</th>
+            <th class="vc-col-action"></th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (v of vouchers; track v.voucherNo) {
+            <tr [class.vc-row--on]="selectedVoucher?.voucherNo === v.voucherNo" (click)="pick(v)">
+              <td>
+                <span class="pg-chip">{{ v.voucherNo }}</span>
+              </td>
+              <td class="vc-mono">{{ v.accountNo }}</td>
+              <td>{{ v.clientName || '—' }}</td>
+              <td>{{ v.paymentType }}</td>
+              <td>{{ v.cashier }}</td>
+              <td class="num">₹{{ v.amount | number: '1.2-2' }}</td>
+              <td class="vc-col-action">
+                <button
+                  type="button"
+                  class="pg-btn pg-btn--ghost vc-btn-sm"
+                  (click)="pick(v); $event.stopPropagation()"
+                >
+                  <mat-icon>undo</mat-icon> Unpass
+                </button>
+              </td>
+            </tr>
+          }
+          @if (!vouchers.length) {
+            <tr>
+              <td colspan="7" class="vc-empty">
+                <mat-icon>{{ loadingVouchers ? 'hourglass_empty' : 'inbox' }}</mat-icon>
+                <div>{{ loadingVouchers ? 'Loading…' : 'No cash deposit voucher of today can be unpassed.' }}</div>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- ─── Unpassed: enter the correct account ──────────────────────────── -->
+  @if (tab === 'unpassed') {
+    <div class="pg-card">
+      <table class="pg-table vc-table">
+        <thead>
+          <tr>
+            <th>Voucher</th>
+            <th>Posted to</th>
+            <th>Customer</th>
+            <th>Reason</th>
+            <th class="num">Amount</th>
+            <th class="vc-col-action"></th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (u of unpassed; track u.id) {
+            <tr [class.vc-row--on]="active?.id === u.id" (click)="open(u)">
+              <td>
+                <span class="pg-chip">{{ u.original_voucher_no }}</span>
+              </td>
+              <td class="vc-mono">{{ u.wrong_account_no }}</td>
+              <td>{{ u.wrong_client_name || '—' }}</td>
+              <td class="vc-clip">{{ u.reason }}</td>
+              <td class="num">₹{{ u.amount | number: '1.2-2' }}</td>
+              <td class="vc-col-action">
+                <button
+                  type="button"
+                  class="pg-btn pg-btn--primary vc-btn-sm"
+                  (click)="open(u); $event.stopPropagation()"
+                >
+                  <mat-icon>edit</mat-icon> Correct
+                </button>
+              </td>
+            </tr>
+          }
+          @if (!unpassed.length) {
+            <tr>
+              <td colspan="6" class="vc-empty">
+                <mat-icon>{{ loadingUnpassed ? 'hourglass_empty' : 'task_alt' }}</mat-icon>
+                <div>
+                  {{ loadingUnpassed ? 'Loading…' : 'No unpassed voucher is waiting for its correct account.' }}
+                </div>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  <!-- ─── My requests ──────────────────────────────────────────────────── -->
+  @if (tab === 'mine') {
+    <div class="pg-card">
+      <table class="pg-table vc-table">
+        <thead>
+          <tr>
+            <th>Voucher</th>
+            <th>Posted to</th>
+            <th>Corrected to</th>
+            <th class="num">Amount</th>
+            <th>Status</th>
+            <th>New voucher</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (m of mine; track m.id) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ m.original_voucher_no }}</span>
+              </td>
+              <td class="vc-mono">{{ m.wrong_account_no }}</td>
+              <td class="vc-mono">{{ m.correct_account_no || '—' }}</td>
+              <td class="num">₹{{ m.amount | number: '1.2-2' }}</td>
+              <td>
+                <span class="vc-status vc-status--{{ m.status }}">{{ statusLabel[m.status] }}</span>
+                @if (m.rejection_reason) {
+                  <div class="vc-note">{{ m.rejection_reason }}</div>
+                }
+              </td>
+              <td>{{ m.new_voucher_no || '—' }}</td>
+            </tr>
+          }
+          @if (!mine.length) {
+            <tr>
+              <td colspan="6" class="vc-empty">
+                <mat-icon>{{ loadingMine ? 'hourglass_empty' : 'history' }}</mat-icon>
+                <div>{{ loadingMine ? 'Loading…' : 'You have no voucher corrections yet.' }}</div>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+</div>
+
+<!-- ─── Popup: unpass a voucher ──────────────────────────────────────────── -->
+<ng-template #unpassDialog>
+  @if (selectedVoucher) {
+    <div class="vc-dlg">
+      <header class="vc-dlg__head">
+        <mat-icon class="vc-dlg__ico">undo</mat-icon>
+        <div class="vc-dlg__titles">
+          <div class="vc-dlg__title">Unpass voucher</div>
+          <div class="vc-dlg__sub vc-mono">{{ selectedVoucher.voucherNo }}</div>
+        </div>
+        <button type="button" class="vc-dlg__x" aria-label="Close" (click)="closeUnpass()">
+          <mat-icon>close</mat-icon>
+        </button>
+      </header>
+
+      <div class="vc-dlg__body">
+        <div class="vc-dlg__amount">
+          <span>Deposit amount</span>
+          <strong>₹{{ selectedVoucher.amount | number: '1.2-2' }}</strong>
+        </div>
+
+        <div class="vc-grid">
+          <div class="vc-cell">
+            <div class="vc-label">Voucher</div>
+            <div class="vc-value vc-mono">{{ selectedVoucher.voucherNo }}</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Created</div>
+            <div class="vc-value">{{ selectedVoucher.createdAt | date: 'dd MMM yyyy, hh:mm a' }}</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Cashier</div>
+            <div class="vc-value">{{ selectedVoucher.cashier }}</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Mode</div>
+            <div class="vc-value">{{ selectedVoucher.paymentType }}</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Account</div>
+            <div class="vc-value vc-mono">{{ selectedVoucher.accountNo }}</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Customer</div>
+            <div class="vc-value">{{ selectedVoucher.clientName || '—' }}</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Account balance now</div>
+            <div class="vc-value">
+              @if (voucherAccount) {
+                ₹{{ voucherAccount.balance | number: '1.2-2' }}
+              } @else {
+                —
+              }
+            </div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Account status</div>
+            <div class="vc-value">
+              @if (voucherAccount) {
+                {{ voucherAccount.canReceive ? 'Active' : 'Not active' }} · {{ voucherAccount.currencyCode }}
+              } @else {
+                —
+              }
+            </div>
+          </div>
+        </div>
+
+        <label class="vc-label" for="vc-reason">Reason for unpassing</label>
+        <textarea
+          id="vc-reason"
+          class="vc-reason"
+          rows="2"
+          placeholder="Why is this voucher wrong? e.g. deposited in the wrong account (required)"
+          [(ngModel)]="unpassReason"
+        ></textarea>
+
+        <div class="vc-info">
+          <mat-icon>info</mat-icon>
+          A manager approves the unpass first. Nothing changes on any account until the corrected entry is approved: the
+          deposit stays on {{ selectedVoucher.accountNo }} till then.
+        </div>
+      </div>
+
+      <footer class="vc-dlg__foot">
+        <button type="button" class="pg-btn pg-btn--ghost" (click)="closeUnpass()">Cancel</button>
+        <button type="button" class="pg-btn pg-btn--primary" [disabled]="!canUnpass" (click)="unpass()">
+          <mat-icon>send</mat-icon> Send for approval
+        </button>
+      </footer>
+    </div>
+  }
+</ng-template>
+
+<!-- ─── Popup: enter the correct account ─────────────────────────────────── -->
+<ng-template #correctionDialog>
+  @if (active) {
+    <div class="vc-dlg">
+      <header class="vc-dlg__head">
+        <mat-icon class="vc-dlg__ico">edit_note</mat-icon>
+        <div class="vc-dlg__titles">
+          <div class="vc-dlg__title">Correction entry</div>
+          <div class="vc-dlg__sub vc-mono">{{ active.original_voucher_no }}</div>
+        </div>
+        <button type="button" class="vc-dlg__x" aria-label="Close" (click)="closeActive()">
+          <mat-icon>close</mat-icon>
+        </button>
+      </header>
+
+      <div class="vc-dlg__body">
+        <div class="vc-dlg__amount">
+          <span>Amount to move</span>
+          <strong>₹{{ active.amount | number: '1.2-2' }}</strong>
+        </div>
+
+        <!-- Everything but the account number is fixed. -->
+        <div class="vc-grid">
+          <div class="vc-cell">
+            <div class="vc-label">Transaction date</div>
+            <div class="vc-value">{{ active.txn_date || '—' }}</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Mode</div>
+            <div class="vc-value">Cash</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Unpassed by</div>
+            <div class="vc-value">{{ active.unpass_by_name || '—' }}</div>
+          </div>
+          <div class="vc-cell">
+            <div class="vc-label">Approved by</div>
+            <div class="vc-value">{{ active.unpass_approved_by_name || '—' }}</div>
+          </div>
+          <div class="vc-cell vc-cell--wide">
+            <div class="vc-label">Reason</div>
+            <div class="vc-value">{{ active.reason }}</div>
+          </div>
+        </div>
+
+        <div class="vc-compare">
+          <!-- The account the deposit went to -->
+          <div class="vc-acct vc-acct--wrong">
+            <div class="vc-acct__tag">Posted to (wrong)</div>
+            <div class="vc-acct__no vc-mono">{{ active.wrong_account_no }}</div>
+            <div class="vc-acct__name">{{ active.wrong_client_name || '—' }}</div>
+            <div class="vc-acct__bal">
+              Balance:
+              @if (wrongAccount) {
+                <strong>₹{{ wrongAccount.balance | number: '1.2-2' }}</strong>
+                @if (wrongHasBalance) {
+                  <span class="vc-ok"><mat-icon>check_circle</mat-icon> covers the deposit</span>
+                } @else {
+                  <span class="vc-bad"
+                    ><mat-icon>cancel</mat-icon> does not cover ₹{{ active.amount | number: '1.2-2' }}</span
+                  >
+                }
+              } @else {
+                —
+              }
+            </div>
+          </div>
+
+          <mat-icon class="vc-arrow">arrow_forward</mat-icon>
+
+          <!-- The account it should have gone to -->
+          <div class="vc-acct" [class.vc-acct--ok]="correctOk" [class.vc-acct--wrong]="!!lookupError">
+            <div class="vc-acct__tag">Correct account</div>
+            <input
+              id="vc-correct"
+              class="vc-acct__input vc-mono"
+              type="text"
+              placeholder="Type the account number"
+              [ngModel]="correctAccountNo"
+              (ngModelChange)="onAccountInput($event)"
+              (blur)="lookup()"
+            />
+            @if (lookingUp) {
+              <div class="vc-acct__bal">Looking up…</div>
+            }
+            @if (correctAccount) {
+              <div class="vc-acct__name">{{ correctAccount.clientName || '—' }}</div>
+              <div class="vc-acct__bal">
+                Balance: <strong>₹{{ correctAccount.balance | number: '1.2-2' }}</strong>
+                @if (correctOk) {
+                  <span class="vc-ok"><mat-icon>check_circle</mat-icon> active, can receive</span>
+                }
+              </div>
+            }
+            @if (lookupError) {
+              <div class="vc-bad vc-acct__err"><mat-icon>error</mat-icon> {{ lookupError }}</div>
+            }
+          </div>
+        </div>
+
+        @if (wrongAccount && !wrongHasBalance) {
+          <div class="vc-warn">
+            <mat-icon>warning</mat-icon>
+            <div>
+              <strong>The customer has already used this money,</strong> so it cannot be taken back from
+              {{ active.wrong_account_no }}. Deposit ₹{{ active.amount | number: '1.2-2' }} into the correct account
+              from your own pocket as a fresh deposit (Transaction Entry), then press <strong>Close request</strong>.
+            </div>
+          </div>
+        }
+      </div>
+
+      <footer class="vc-dlg__foot">
+        <button
+          type="button"
+          class="pg-btn pg-btn--ghost vc-dlg__close-req"
+          [disabled]="sending"
+          (click)="closeRequest()"
+        >
+          <mat-icon>block</mat-icon> Close request
+        </button>
+        <button type="button" class="pg-btn pg-btn--ghost" (click)="closeActive()">Cancel</button>
+        <button type="button" class="pg-btn pg-btn--primary" [disabled]="!canSave" (click)="save()">
+          <mat-icon>check</mat-icon> Save &amp; send for approval
+        </button>
+      </footer>
+    </div>
+  }
+</ng-template>

src/app/cashier/voucher-correction/voucher-correction.component.scss

@@ -0,0 +1,599 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// Compact sizing: the page has to fit a 100% browser window without scrolling for the common case.
+.pg {
+  padding: 14px 20px;
+  gap: 12px;
+}
+
+.pg-title {
+  font-size: 20px;
+  margin: 2px 0;
+}
+
+.pg-sub {
+  font-size: 12px;
+}
+
+.pg-btn {
+  height: 30px;
+  padding: 0 12px;
+  font-size: 12px;
+
+  mat-icon {
+    font-size: 16px;
+    height: 16px;
+    width: 16px;
+  }
+
+  &:disabled {
+    opacity: 0.45;
+    cursor: not-allowed;
+  }
+}
+
+.pg-table {
+  font-size: 12px;
+
+  th {
+    padding: 8px 12px;
+    font-size: 10px;
+  }
+
+  td {
+    padding: 7px 12px;
+  }
+}
+
+// ── Steps ───────────────────────────────────────────────────────────────────
+.vc-steps {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(170px, 1fr));
+  gap: 8px;
+  margin: 0;
+  padding: 0;
+  list-style: none;
+}
+
+.vc-step {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  padding: 6px 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: 10px;
+  background: #fff;
+  font-size: 12px;
+  color: #64748b;
+
+  &__no {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    flex: 0 0 20px;
+    height: 20px;
+    border-radius: 50%;
+    background: #e2e8f0;
+    font-size: 11px;
+    font-weight: 700;
+    color: #475569;
+  }
+
+  &--on {
+    border-color: #1f7a4d;
+    background: #f0fdf4;
+    color: #0f4f3c;
+
+    .vc-step__no {
+      background: #1f7a4d;
+      color: #fff;
+    }
+  }
+}
+
+// ── Tabs ────────────────────────────────────────────────────────────────────
+.vc-tabs {
+  display: flex;
+  gap: 2px;
+  border-bottom: 1px solid #e2e8f0;
+  flex-wrap: wrap;
+}
+
+.vc-tab {
+  display: inline-flex;
+  align-items: center;
+  gap: 5px;
+  padding: 7px 12px;
+  margin-bottom: -1px;
+  border: 0;
+  border-bottom: 2px solid transparent;
+  background: transparent;
+  font: inherit;
+  font-size: 12px;
+  font-weight: 600;
+  color: #64748b;
+  cursor: pointer;
+
+  mat-icon {
+    font-size: 16px;
+    height: 16px;
+    width: 16px;
+  }
+
+  &:hover {
+    color: #0f4f3c;
+  }
+
+  &--on {
+    color: #0f4f3c;
+    border-bottom-color: #1f7a4d;
+  }
+}
+
+.vc-count {
+  padding: 0 7px;
+  border-radius: 999px;
+  background: #f59e0b;
+  color: #fff;
+  font-size: 10px;
+  font-weight: 700;
+}
+
+// ── Search ──────────────────────────────────────────────────────────────────
+.vc-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  flex-wrap: wrap;
+}
+
+.vc-search {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  flex: 1 1 280px;
+  max-width: 420px;
+  height: 30px;
+  padding: 0 10px;
+  border: 1px solid #cbd5e1;
+  border-radius: 999px;
+  background: #fff;
+
+  &:focus-within {
+    border-color: #1f7a4d;
+    box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
+  }
+
+  mat-icon {
+    font-size: 16px;
+    height: 16px;
+    width: 16px;
+    color: #94a3b8;
+  }
+
+  input {
+    flex: 1;
+    min-width: 0;
+    border: 0;
+    outline: 0;
+    background: transparent;
+    font: inherit;
+    font-size: 12px;
+  }
+}
+
+// ── Table ───────────────────────────────────────────────────────────────────
+.vc-table {
+  tbody tr {
+    cursor: pointer;
+  }
+
+  tr.vc-row--on td {
+    background: #f0fdf4;
+
+    &:first-child {
+      box-shadow: inset 3px 0 0 #1f7a4d;
+    }
+  }
+
+  .vc-col-action {
+    width: 1%;
+    text-align: right;
+    white-space: nowrap;
+  }
+
+  .vc-clip {
+    max-width: 240px;
+    overflow: hidden;
+    text-overflow: ellipsis;
+    white-space: nowrap;
+  }
+
+  .pg-chip {
+    font-size: 11px;
+    padding: 2px 8px;
+  }
+}
+
+.vc-btn-sm {
+  height: 26px;
+  padding: 0 10px;
+  font-size: 11px;
+}
+
+.vc-mono {
+  font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
+  letter-spacing: 0.02em;
+}
+
+.vc-empty {
+  padding: 24px 12px;
+  text-align: center;
+  color: #94a3b8;
+  font-size: 12px;
+
+  mat-icon {
+    display: block;
+    margin: 0 auto 4px;
+    font-size: 28px;
+    height: 28px;
+    width: 28px;
+    opacity: 0.6;
+  }
+}
+
+// ── Popups ──────────────────────────────────────────────────────────────────
+.vc-dlg {
+  display: flex;
+  flex-direction: column;
+  max-height: 86vh;
+  font-size: 12px;
+
+  &__head {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    padding: 10px 14px;
+    border-bottom: 1px solid #e2e8f0;
+    background: #f8fafc;
+  }
+
+  &__ico {
+    flex: 0 0 32px;
+    height: 32px;
+    width: 32px;
+    border-radius: 9px;
+    background: #f0fdf4;
+    color: #1f7a4d;
+    font-size: 18px;
+    line-height: 32px;
+    text-align: center;
+  }
+
+  &__titles {
+    flex: 1;
+    min-width: 0;
+  }
+
+  &__title {
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__sub {
+    font-size: 11px;
+    color: #64748b;
+  }
+
+  &__x {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    height: 28px;
+    width: 28px;
+    border: 0;
+    border-radius: 50%;
+    background: transparent;
+    color: #64748b;
+    cursor: pointer;
+
+    mat-icon {
+      font-size: 18px;
+      height: 18px;
+      width: 18px;
+    }
+
+    &:hover {
+      background: #e2e8f0;
+    }
+  }
+
+  &__body {
+    padding: 12px 14px;
+    overflow-y: auto;
+  }
+
+  &__amount {
+    display: flex;
+    align-items: baseline;
+    justify-content: space-between;
+    margin-bottom: 10px;
+    padding: 8px 12px;
+    border-radius: 10px;
+    background: #ecfdf5;
+    border: 1px solid #a7f3d0;
+    color: #065f46;
+    font-size: 12px;
+    font-weight: 600;
+
+    strong {
+      font-size: 18px;
+      font-weight: 800;
+      font-variant-numeric: tabular-nums;
+    }
+  }
+
+  &__foot {
+    display: flex;
+    justify-content: flex-end;
+    gap: 8px;
+    padding: 10px 14px;
+    border-top: 1px solid #e2e8f0;
+    background: #f8fafc;
+  }
+}
+
+.vc-warn {
+  display: flex;
+  align-items: flex-start;
+  gap: 8px;
+  margin-top: 10px;
+  padding: 8px 12px;
+  border-radius: 8px;
+  background: #fffbeb;
+  border: 1px solid #fde68a;
+  color: #92400e;
+  font-size: 11px;
+
+  mat-icon {
+    flex: 0 0 18px;
+    height: 18px;
+    width: 18px;
+    font-size: 18px;
+  }
+}
+
+.vc-dlg__close-req {
+  margin-right: auto;
+  color: #b45309;
+}
+
+.vc-label {
+  display: block;
+  margin-bottom: 3px;
+  font-size: 10px;
+  font-weight: 700;
+  letter-spacing: 0.05em;
+  text-transform: uppercase;
+  color: #94a3b8;
+}
+
+.vc-reason {
+  width: 100%;
+  padding: 7px 10px;
+  border: 1px solid #cbd5e1;
+  border-radius: 8px;
+  font: inherit;
+  font-size: 12px;
+  resize: vertical;
+
+  &:focus {
+    outline: 0;
+    border-color: #1f7a4d;
+    box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
+  }
+}
+
+.vc-info {
+  display: flex;
+  align-items: flex-start;
+  gap: 6px;
+  margin-top: 8px;
+  padding: 7px 10px;
+  border-radius: 8px;
+  background: #eff6ff;
+  color: #1e40af;
+  font-size: 11px;
+
+  mat-icon {
+    flex: 0 0 16px;
+    height: 16px;
+    width: 16px;
+    font-size: 16px;
+  }
+}
+
+.vc-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(130px, 1fr));
+  gap: 6px;
+  margin-bottom: 10px;
+}
+
+.vc-cell {
+  padding: 6px 10px;
+  border-radius: 8px;
+  background: #f8fafc;
+  border: 1px solid #eef2f7;
+}
+
+.vc-cell--wide {
+  grid-column: 1 / -1;
+}
+
+.vc-value {
+  font-size: 12px;
+  font-weight: 600;
+  color: #0f172a;
+  word-break: break-word;
+}
+
+// ── Wrong → Correct ─────────────────────────────────────────────────────────
+.vc-compare {
+  display: grid;
+  grid-template-columns: 1fr auto 1fr;
+  align-items: stretch;
+  gap: 8px;
+
+  @media (width <= 640px) {
+    grid-template-columns: 1fr;
+  }
+}
+
+.vc-arrow {
+  align-self: center;
+  color: #94a3b8;
+
+  @media (width <= 640px) {
+    transform: rotate(90deg);
+    justify-self: center;
+  }
+}
+
+.vc-acct {
+  padding: 10px 12px;
+  border: 1px solid #e2e8f0;
+  border-radius: 10px;
+  background: #fff;
+
+  &--wrong {
+    border-color: #fecaca;
+    background: #fef2f2;
+  }
+
+  &--ok {
+    border-color: #a7f3d0;
+    background: #ecfdf5;
+  }
+
+  &__tag {
+    margin-bottom: 4px;
+    font-size: 10px;
+    font-weight: 700;
+    letter-spacing: 0.05em;
+    text-transform: uppercase;
+    color: #64748b;
+  }
+
+  &__no {
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &__input {
+    width: 100%;
+    height: 32px;
+    padding: 0 10px;
+    border: 1px solid #cbd5e1;
+    border-radius: 8px;
+    background: #fff;
+    font-size: 13px;
+    font-weight: 600;
+
+    &:focus {
+      outline: 0;
+      border-color: #1f7a4d;
+      box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
+    }
+  }
+
+  &__name {
+    margin-top: 4px;
+    font-size: 12px;
+    font-weight: 600;
+    color: #1e293b;
+  }
+
+  &__bal {
+    margin-top: 3px;
+    font-size: 11px;
+    color: #475569;
+  }
+
+  &__err {
+    margin-top: 6px;
+  }
+}
+
+.vc-ok,
+.vc-bad {
+  display: inline-flex;
+  align-items: center;
+  gap: 3px;
+  margin-left: 6px;
+  font-weight: 700;
+
+  mat-icon {
+    font-size: 14px;
+    height: 14px;
+    width: 14px;
+  }
+}
+
+.vc-ok {
+  color: #059669;
+}
+
+.vc-bad {
+  color: #dc2626;
+}
+
+.vc-note {
+  margin-top: 3px;
+  font-size: 11px;
+  color: #64748b;
+}
+
+// ── Status ──────────────────────────────────────────────────────────────────
+.vc-status {
+  display: inline-block;
+  padding: 2px 8px;
+  border-radius: 999px;
+  background: #e2e8f0;
+  font-size: 11px;
+  font-weight: 700;
+
+  &--UNPASS_PENDING,
+  &--CORRECTION_PENDING {
+    background: #fef3c7;
+    color: #92400e;
+  }
+
+  &--UNPASSED {
+    background: #dbeafe;
+    color: #1e40af;
+  }
+
+  &--COMPLETED {
+    background: #d1fae5;
+    color: #065f46;
+  }
+
+  &--CLOSED {
+    background: #f1f5f9;
+    color: #475569;
+  }
+
+  &--UNPASS_REJECTED {
+    background: #fee2e2;
+    color: #991b1b;
+  }
+}

src/app/cashier/voucher-correction/voucher-correction.component.ts

@@ -0,0 +1,307 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
+import { MatIconModule } from '@angular/material/icon';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { of } from 'rxjs';
+import { catchError } from 'rxjs/operators';
+import { AuthenticationService } from '../../core/authentication/authentication.service';
+import {
+  AccountLookup,
+  EligibleVoucher,
+  VoucherCorrection,
+  VoucherCorrectionService
+} from '../voucher-correction.service';
+
+type Tab = 'today' | 'unpassed' | 'mine';
+
+/**
+ * Cashier side of correcting a cash deposit that went to the wrong account.
+ *
+ * Today vouchers: pick the voucher and unpass it (needs a manager approval; nothing moves).
+ * Unpassed: open the approved voucher, whose details are fixed, change only the account number and save
+ * (needs a manager approval again; only then do the accounts change).
+ */
+@Component({
+  selector: 'mifosx-voucher-correction',
+  templateUrl: './voucher-correction.component.html',
+  styleUrls: [
+    '../cashier-shared.scss',
+    './voucher-correction.component.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatIconModule,
+    MatDialogModule,
+    MatSnackBarModule
+  ]
+})
+export class VoucherCorrectionComponent implements OnInit {
+  private service = inject(VoucherCorrectionService);
+  private snackBar = inject(MatSnackBar);
+  private dialog = inject(MatDialog);
+  private auth = inject(AuthenticationService);
+
+  /** Unpassing is for the back office (an administrator or a clerk); re-entering the account is the cashier only. */
+  readonly mayUnpass = this.auth.isClerkUser() || !!this.auth.getCredentials()?.permissions?.includes('ALL_FUNCTIONS');
+  readonly mayCorrect = this.auth.isCashierUser();
+
+  @ViewChild('unpassDialog') unpassDialog!: TemplateRef<unknown>;
+  @ViewChild('correctionDialog') correctionDialog!: TemplateRef<unknown>;
+  private dialogRef: MatDialogRef<unknown> | null = null;
+
+  tab: Tab = this.mayUnpass ? 'today' : this.mayCorrect ? 'unpassed' : 'mine';
+
+  // Today vouchers
+  search = '';
+  vouchers: EligibleVoucher[] = [];
+  loadingVouchers = false;
+  selectedVoucher: EligibleVoucher | null = null;
+  /** The account the voucher was posted to, for the balance and status shown in the popup. */
+  voucherAccount: AccountLookup | null = null;
+  unpassReason = '';
+  sending = false;
+
+  // Unpassed vouchers waiting for the correct account
+  unpassed: VoucherCorrection[] = [];
+  loadingUnpassed = false;
+  active: VoucherCorrection | null = null;
+  wrongAccount: AccountLookup | null = null;
+  correctAccountNo = '';
+  correctAccount: AccountLookup | null = null;
+  lookupError = '';
+  lookingUp = false;
+
+  // The cashier own requests
+  mine: VoucherCorrection[] = [];
+  loadingMine = false;
+
+  readonly statusLabel: Record<string, string> = {
+    UNPASS_PENDING: 'Unpass awaiting approval',
+    UNPASSED: 'Unpassed — enter correct account',
+    UNPASS_REJECTED: 'Unpass rejected',
+    CORRECTION_PENDING: 'Correction awaiting approval',
+    COMPLETED: 'Corrected',
+    CLOSED: 'Closed — cashier deposits separately'
+  };
+
+  ngOnInit(): void {
+    if (this.mayUnpass) this.loadVouchers();
+    if (this.mayCorrect) this.loadUnpassed();
+    if (this.tab === 'mine') this.loadMine();
+  }
+
+  setTab(tab: Tab): void {
+    this.tab = tab;
+    if (tab === 'today') this.loadVouchers();
+    if (tab === 'unpassed') this.loadUnpassed();
+    if (tab === 'mine') this.loadMine();
+  }
+
+  // ── Today vouchers ─────────────────────────────────────────────────────────
+
+  loadVouchers(): void {
+    this.loadingVouchers = true;
+    this.service
+      .eligible(this.search.trim())
+      .pipe(catchError(() => of([] as EligibleVoucher[])))
+      .subscribe((rows) => {
+        this.vouchers = rows;
+        this.loadingVouchers = false;
+        if (this.selectedVoucher && !rows.some((r) => r.voucherNo === this.selectedVoucher?.voucherNo)) {
+          this.selectedVoucher = null;
+        }
+      });
+  }
+
+  pick(v: EligibleVoucher): void {
+    this.selectedVoucher = v;
+    this.unpassReason = '';
+    this.voucherAccount = null;
+    this.service
+      .accountLookup(v.accountNo)
+      .pipe(catchError(() => of(null)))
+      .subscribe((a) => (this.voucherAccount = a));
+    this.showDialog(this.unpassDialog, () => (this.selectedVoucher = null));
+  }
+
+  closeUnpass(): void {
+    this.dialogRef?.close();
+  }
+
+  get canUnpass(): boolean {
+    return !!this.selectedVoucher && this.unpassReason.trim().length > 0 && !this.sending;
+  }
+
+  unpass(): void {
+    if (!this.selectedVoucher || !this.canUnpass) return;
+    this.sending = true;
+    this.service.unpass(this.selectedVoucher.voucherNo, this.unpassReason.trim()).subscribe({
+      next: () => {
+        this.sending = false;
+        this.snackBar.open(`Voucher ${this.selectedVoucher?.voucherNo} sent for unpass approval`, 'Close', {
+          duration: 4000
+        });
+        this.dialogRef?.close();
+        this.unpassReason = '';
+        this.loadVouchers();
+      },
+      error: (err) => {
+        this.sending = false;
+        this.fail(err, 'Could not unpass the voucher');
+      }
+    });
+  }
+
+  // ── Unpassed vouchers: enter the correct account ───────────────────────────
+
+  loadUnpassed(): void {
+    this.loadingUnpassed = true;
+    this.service
+      .list('UNPASSED')
+      .pipe(catchError(() => of([] as VoucherCorrection[])))
+      .subscribe((rows) => {
+        this.unpassed = rows;
+        this.loadingUnpassed = false;
+      });
+  }
+
+  open(row: VoucherCorrection): void {
+    this.active = row;
+    this.correctAccountNo = '';
+    this.correctAccount = null;
+    this.lookupError = '';
+    this.wrongAccount = null;
+    // The account the deposit went to: its balance is what the "can this be taken back" check reads.
+    this.service
+      .accountLookup(row.wrong_account_no)
+      .pipe(catchError(() => of(null)))
+      .subscribe((a) => (this.wrongAccount = a));
+    this.showDialog(this.correctionDialog, () => (this.active = null));
+  }
+
+  closeActive(): void {
+    this.dialogRef?.close();
+  }
+
+  onAccountInput(value: string): void {
+    this.correctAccountNo = value;
+    this.correctAccount = null;
+    this.lookupError = '';
+    // Same rule as the Transaction Entry screen: searches on its own once six characters are typed.
+    if (value.trim().length >= 6) this.lookup();
+  }
+
+  lookup(): void {
+    const accountNo = this.correctAccountNo.trim();
+    if (!accountNo || this.lookingUp) return;
+    this.lookingUp = true;
+    this.service.accountLookup(accountNo).subscribe({
+      next: (a) => {
+        this.lookingUp = false;
+        // A late answer for a number no longer typed is dropped.
+        if (accountNo !== this.correctAccountNo.trim()) return;
+        this.correctAccount = a;
+        if (this.active && a.id === this.active.wrong_savings_account_id) {
+          this.lookupError = 'This is the account the deposit was already posted to.';
+        } else if (!a.canReceive) {
+          this.lookupError = 'This account is not active, so it cannot receive the deposit.';
+        }
+      },
+      error: (err) => {
+        this.lookingUp = false;
+        this.lookupError = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Account not found.';
+      }
+    });
+  }
+
+  /** The wrong account still holds the deposit, so it can be taken back without overdrawing it. */
+  get wrongHasBalance(): boolean {
+    return !!this.wrongAccount && !!this.active && this.wrongAccount.balance >= this.active.amount;
+  }
+
+  get correctOk(): boolean {
+    return !!this.correctAccount && this.correctAccount.canReceive && !this.lookupError;
+  }
+
+  get canSave(): boolean {
+    return !!this.active && this.correctOk && this.wrongHasBalance && !this.sending;
+  }
+
+  save(): void {
+    if (!this.active || !this.canSave) return;
+    this.sending = true;
+    this.service.submitCorrection(this.active.id, this.correctAccountNo.trim()).subscribe({
+      next: () => {
+        this.sending = false;
+        this.snackBar.open('Correction sent for approval', 'Close', { duration: 4000 });
+        this.dialogRef?.close();
+        this.loadUnpassed();
+      },
+      error: (err) => {
+        this.sending = false;
+        this.fail(err, 'Could not save the correction');
+      }
+    });
+  }
+
+  /**
+   * Gives up this correction. The usual reason is that the wrong account no longer holds the money, so the cashier
+   * puts the amount into the right account from their own pocket as a fresh deposit instead.
+   */
+  closeRequest(): void {
+    if (!this.active || this.sending) return;
+    const reason = this.wrongHasBalance
+      ? 'Closed by the cashier'
+      : 'Wrong account no longer holds the amount; cashier deposits it into the correct account separately';
+    this.sending = true;
+    this.service.close(this.active.id, reason).subscribe({
+      next: () => {
+        this.sending = false;
+        this.snackBar.open('Request closed', 'Close', { duration: 4000 });
+        this.dialogRef?.close();
+        this.loadUnpassed();
+      },
+      error: (err) => {
+        this.sending = false;
+        this.fail(err, 'Could not close the request');
+      }
+    });
+  }
+
+  // ── My requests ────────────────────────────────────────────────────────────
+
+  loadMine(): void {
+    this.loadingMine = true;
+    this.service
+      .list(undefined, true)
+      .pipe(catchError(() => of([] as VoucherCorrection[])))
+      .subscribe((rows) => {
+        this.mine = rows;
+        this.loadingMine = false;
+      });
+  }
+
+  /** Opens one of the two popups; onClose runs however it is dismissed (button, backdrop or Esc). */
+  private showDialog(template: TemplateRef<unknown>, onClose: () => void): void {
+    this.dialogRef?.close();
+    this.dialogRef = this.dialog.open(template, { width: '600px', maxWidth: '95vw', autoFocus: false });
+    this.dialogRef.afterClosed().subscribe(onClose);
+  }
+
+  private fail(err: any, fallback: string): void {
+    const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
+    this.snackBar.open(msg, 'Close', { duration: 6000 });
+  }
+}

src/app/cashier/voucher-report/voucher-report.component.html

@@ -169,6 +169,7 @@
               <th>Debit</th>
               <th>Credit</th>
               <th class="num">Amount</th>
+              <th>Correction</th>
               <th>User</th>
               <!-- Two dates, not one, on the system register.
                    A voucher's timestamp is the minute it was written; the posting behind it carries
@@ -217,6 +218,18 @@
                   </td>
                 }
                 <td class="num">{{ row.amount | number: '1.2-2' }}</td>
+                <!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
+                <td>
+                  <mifosx-voucher-status
+                    [status]="row.voucherStatus"
+                    [revokedBy]="row.revokedByVoucherNo"
+                    [replaces]="row.replacesVoucherNo"
+                    [note]="row.correctionNote"
+                  ></mifosx-voucher-status>
+                  @if (!row.voucherStatus || row.voucherStatus === 'ACTIVE') {
+                    <span class="vr-active">—</span>
+                  }
+                </td>
                 <td>{{ row.username || '—' }}</td>
                 @if (systemOnly) {
                   <td class="vr-ledgerdate" [class.vr-ledgerdate--prior]="row.postedAfterClose">

src/app/cashier/voucher-report/voucher-report.component.scss

@@ -92,3 +92,8 @@
   text-transform: uppercase;
   color: #7c3aed;
 }
+
+.vr-active {
+  font-size: 11px;
+  color: #94a3b8;
+}

src/app/cashier/voucher-report/voucher-report.component.ts

@@ -14,6 +14,7 @@ import { MatIconModule } from '@angular/material/icon';
 import { catchError, of } from 'rxjs';
 import { CashierService } from '../cashier.service';
 import { businessToday } from 'app/core/utils/business-today';
+import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
 
 /**
  * Which side of the register a screen shows.
@@ -26,6 +27,11 @@ export type VoucherSide = 'CR' | 'DR' | 'ALL';
 /** One voucher as the register shows it: the number, the two sides, and who raised it. */
 interface VoucherRow {
   voucherNo: string;
+  /** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
+  voucherStatus?: VoucherStatus;
+  revokedByVoucherNo?: string | null;
+  replacesVoucherNo?: string | null;
+  correctionNote?: string | null;
   voucherType: string | null;
   amount: number | null;
   createdAt: string | null;
@@ -82,7 +88,8 @@ interface VoucherReport {
   imports: [
     CommonModule,
     FormsModule,
-    MatIconModule
+    MatIconModule,
+    VoucherStatusComponent
   ]
 })
 export class VoucherReportComponent implements OnInit {

src/app/cashier/voucher-status/voucher-status.component.ts

@@ -0,0 +1,137 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, Input } from '@angular/core';
+import { CommonModule } from '@angular/common';
+
+/** Where a voucher stands after a voucher correction. */
+export type VoucherStatus =
+  | 'ACTIVE'
+  | 'REVOKED'
+  | 'UNPASS_PENDING'
+  | 'UNPASSED'
+  | 'CORRECTION_PENDING'
+  | 'CORRECTED'
+  | 'CLOSED'
+  | null
+  | undefined;
+
+/**
+ * A small badge saying whether a voucher was revoked, is under correction, or replaced another one.
+ * Nothing is shown for an ordinary (active) voucher, so the registers read as before.
+ */
+@Component({
+  selector: 'mifosx-voucher-status',
+  standalone: true,
+  imports: [CommonModule],
+  template: `
+    @if (label) {
+      <span class="vs" [class]="'vs vs--' + status" [title]="hint">{{ label }}</span>
+      @if (note) {
+        <div class="vs-note">{{ note }}</div>
+      }
+    }
+  `,
+  styles: [
+    `
+      .vs {
+        display: inline-block;
+        margin-left: 6px;
+        padding: 1px 8px;
+        border-radius: 999px;
+        background: #e2e8f0;
+        color: #334155;
+        font-size: 10px;
+        font-weight: 700;
+        white-space: nowrap;
+        vertical-align: middle;
+      }
+
+      .vs-note {
+        margin-top: 2px;
+        max-width: 280px;
+        font-size: 11px;
+        line-height: 1.3;
+        color: #64748b;
+      }
+
+      .vs--REVOKED {
+        background: #fee2e2;
+        color: #991b1b;
+      }
+
+      .vs--UNPASS_PENDING,
+      .vs--CORRECTION_PENDING {
+        background: #fef3c7;
+        color: #92400e;
+      }
+
+      .vs--UNPASSED {
+        background: #dbeafe;
+        color: #1e40af;
+      }
+
+      .vs--CLOSED {
+        background: #f1f5f9;
+        color: #475569;
+      }
+
+      .vs--CORRECTED {
+        background: #d1fae5;
+        color: #065f46;
+      }
+    `
+  ]
+})
+export class VoucherStatusComponent {
+  @Input() status: VoucherStatus;
+  /** The voucher that replaced this one, when it is revoked. */
+  @Input() revokedBy: string | null | undefined;
+  /** The voucher this one replaced, when it is the corrected one. */
+  @Input() replaces: string | null | undefined;
+  /** Why: the reason the voucher was unpassed, or why the correction was closed. */
+  @Input() note: string | null | undefined;
+
+  get label(): string {
+    switch (this.status) {
+      case 'REVOKED':
+        return this.revokedBy ? `Revoked → ${this.revokedBy}` : 'Revoked';
+      case 'UNPASS_PENDING':
+        return 'Unpass pending';
+      case 'UNPASSED':
+        return 'Unpassed';
+      case 'CORRECTION_PENDING':
+        return 'Correction pending';
+      case 'CLOSED':
+        return 'Closed — cashier deposits separately';
+      case 'CORRECTED':
+        return this.replaces ? `Corrected (replaces ${this.replaces})` : 'Corrected';
+      default:
+        return '';
+    }
+  }
+
+  get hint(): string {
+    switch (this.status) {
+      case 'REVOKED':
+        return 'This voucher was revoked: its deposit was moved to another account and a new voucher replaced it.';
+      case 'UNPASS_PENDING':
+        return 'A manager has not yet approved unpassing this voucher.';
+      case 'UNPASSED':
+        return 'Unpassed: waiting for the cashier to enter the correct account.';
+      case 'CORRECTION_PENDING':
+        return 'The correct account is entered; waiting for a manager to approve.';
+      case 'CLOSED':
+        return 'The correction was closed by the cashier; the voucher stays as it was.';
+      case 'CORRECTED':
+        return 'This voucher was raised by a correction and replaces the earlier one.';
+      default:
+        return '';
+    }
+  }
+}

src/app/clients/clients-view/form121-tab/form121-tab.component.ts

@@ -321,7 +321,8 @@ export class Form121TabComponent implements OnInit, OnDestroy {
 
     this.availableFys = [...fys].sort().reverse();
     if (!this.availableFys.includes(this.fy)) {
-      this.fy = this.availableFys[0] ?? this.declarations[0]?.fy ?? Object.keys(FY_TAX_CONFIG).sort().reverse()[0] ?? '';
+      this.fy =
+        this.availableFys[0] ?? this.declarations[0]?.fy ?? Object.keys(FY_TAX_CONFIG).sort().reverse()[0] ?? '';
     }
   }
 
@@ -367,9 +368,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
         : 0;
     }
     // What was actually debited for this customer as deductee, wherever the savings account sits.
-    this.actualTds = this.accountInputs
-      .filter((a) => a.meta.tdsApplicable)
-      .reduce((s, a) => s + a.meta.tdsDeducted, 0);
+    this.actualTds = this.accountInputs.filter((a) => a.meta.tdsApplicable).reduce((s, a) => s + a.meta.tdsDeducted, 0);
 
     if (!this.dateOfBirth || this.configMissing) {
       return;

src/app/core/shell/shell.component.html

@@ -131,6 +131,14 @@
             </svg>
             My Closure Requests
           </a>
+          <a
+            class="cashier-nav__item cashier-nav__item--sec"
+            [class.cashier-nav__item--active]="currentUrl.includes('/clerk/voucher-correction')"
+            [routerLink]="['/clerk/voucher-correction']"
+          >
+            <fa-icon icon="undo"></fa-icon>
+            Voucher Correction
+          </a>
           @if (clerkAccountLoaded) {
             <div class="cashier-nav__item-wrap">
               <a
@@ -256,13 +264,6 @@
           >
             <fa-icon icon="exchange"></fa-icon> Cash Exchange
           </a>
-          <a
-            class="cashier-nav__item"
-            [routerLink]="['/cashier/exchange-detail']"
-            routerLinkActive="cashier-nav__item--active"
-          >
-            <fa-icon icon="globe"></fa-icon> Exchange Detail
-          </a>
           <a
             class="cashier-nav__item"
             [routerLink]="['/cashier/inter-cashier']"
@@ -270,13 +271,6 @@
           >
             <fa-icon icon="exchange-alt"></fa-icon> Inter-Cashier
           </a>
-          <a
-            class="cashier-nav__item"
-            [routerLink]="['/cashier/excess-report']"
-            routerLinkActive="cashier-nav__item--active"
-          >
-            <fa-icon icon="exclamation-circle"></fa-icon> Excess Report
-          </a>
           <a
             class="cashier-nav__item"
             [routerLink]="['/cashier/cashier-position']"
@@ -284,6 +278,13 @@
           >
             <fa-icon icon="wallet"></fa-icon> Position
           </a>
+          <a
+            class="cashier-nav__item"
+            [routerLink]="['/cashier/reconciliation']"
+            routerLinkActive="cashier-nav__item--active"
+          >
+            <fa-icon icon="balance-scale"></fa-icon> Reconciliation
+          </a>
           <a
             class="cashier-nav__item"
             [routerLink]="['/cashier/cash-history']"
@@ -294,6 +295,13 @@
           <a class="cashier-nav__item" [routerLink]="['/cashier/my-work']" routerLinkActive="cashier-nav__item--active">
             <fa-icon icon="user-check"></fa-icon> My Vouchers
           </a>
+          <a
+            class="cashier-nav__item"
+            [routerLink]="['/cashier/voucher-correction']"
+            routerLinkActive="cashier-nav__item--active"
+          >
+            <fa-icon icon="undo"></fa-icon> Voucher Correction
+          </a>
           <a
             class="cashier-nav__item"
             [routerLink]="['/cashier/received-report']"
@@ -308,13 +316,6 @@
           >
             <fa-icon icon="list"></fa-icon> Payment
           </a>
-          <a
-            class="cashier-nav__item"
-            [routerLink]="['/cashier/closing-report']"
-            routerLinkActive="cashier-nav__item--active"
-          >
-            <fa-icon icon="file-alt"></fa-icon> Closing Report
-          </a>
         </nav>
       }
     }
@@ -406,6 +407,15 @@
           <fa-icon icon="clipboard-check" class="ni-ico"></fa-icon>Loan Origination
           <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
         </a>
+        <a
+          class="ni"
+          tabindex="0"
+          routerLink="/credit-bureau/dashboard"
+          routerLinkActive="active"
+          *mifosxHasPermission="'MENU_CREDIT_BUREAU'"
+        >
+          <fa-icon icon="id-card" class="ni-ico"></fa-icon>Credit Bureau
+        </a>
         <a class="ni" tabindex="0" [matMenuTriggerFor]="advancesMenu" *mifosxHasPermission="'MENU_ADVANCES'">
           <fa-icon icon="hand-holding-usd" class="ni-ico"></fa-icon>Advances
           <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
@@ -507,6 +517,16 @@
             ><span class="ni-short">Loans</span>
             <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
           </a>
+          <a
+            class="ni"
+            tabindex="0"
+            routerLink="/credit-bureau/dashboard"
+            routerLinkActive="active"
+            *mifosxHasPermission="'MENU_CREDIT_BUREAU'"
+          >
+            <fa-icon icon="id-card" class="ni-ico"></fa-icon><span class="ni-full">Credit Bureau</span
+            ><span class="ni-short">CIC</span>
+          </a>
           <a
             class="ni"
             tabindex="0"
@@ -914,7 +934,11 @@
               (click)="subLedgerOpen = false"
               ><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
             >
-            <a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('Locker Entry')" (click)="subLedgerOpen = false"
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesSubLedgerSearch('Locker Entry')"
+              routerLink="/locker"
+              (click)="subLedgerOpen = false"
               ><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
             >
             <a
@@ -1090,6 +1114,9 @@
           <button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/vault-position']">
             <fa-icon icon="lock" class="menu-item-icon"></fa-icon> Vault Position
           </button>
+          <button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/branch-position']">
+            <fa-icon icon="coins" class="menu-item-icon"></fa-icon> Branch Cash Position
+          </button>
         </div>
         <div class="deposit-menu-group">
           <div class="deposit-group-title">Verification &amp; Reports</div>
@@ -1162,18 +1189,18 @@
         <!-- Cash Entries & Exchange -->
         <div class="deposit-menu-group">
           <div class="deposit-group-title">Cash &amp; Counter</div>
-          <button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-exchange']">
-            <fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Cash Exchange Entry
-          </button>
-          <button mat-menu-item tabindex="0" [routerLink]="['/cashier/exchange-detail']">
-            <fa-icon icon="globe" class="menu-item-icon"></fa-icon> Currency Exchange Detail
-          </button>
+          <!-- Cash Exchange, Currency Exchange Detail, Inter-Cashier Transfer and Reconciliation are not
+               here: they move or count notes in one cashier's own drawer, so only the cashier who is logged
+               in does them, from the cashier screen. -->
           <button mat-menu-item tabindex="0" [routerLink]="['/cashier/transaction-entry']">
             <fa-icon icon="keyboard" class="menu-item-icon"></fa-icon> Transaction Entry
           </button>
           <button mat-menu-item tabindex="0" [routerLink]="['/system/denomination-master']">
             <fa-icon icon="coins" class="menu-item-icon"></fa-icon> Cash Denomination
           </button>
+          <button mat-menu-item tabindex="0" [routerLink]="['/cashier/voucher-correction']">
+            <fa-icon icon="undo" class="menu-item-icon"></fa-icon> Voucher Correction
+          </button>
         </div>
 
         <!-- Transfers & Settlement -->
@@ -1182,9 +1209,6 @@
           <button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-transfer']">
             <fa-icon icon="random" class="menu-item-icon"></fa-icon> Cash Transfer
           </button>
-          <button mat-menu-item tabindex="0" [routerLink]="['/cashier/inter-cashier']">
-            <fa-icon icon="exchange-alt" class="menu-item-icon"></fa-icon> Inter-Cashier Transfer
-          </button>
           <button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-settlement']">
             <fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Cash Settlement
           </button>
@@ -1205,9 +1229,6 @@
           <button mat-menu-item tabindex="0" [routerLink]="['/cashier/excess-report']">
             <fa-icon icon="exclamation-circle" class="menu-item-icon"></fa-icon> Excess Transaction Report
           </button>
-          <button mat-menu-item tabindex="0" [routerLink]="['/cashier/reconciliation']">
-            <fa-icon icon="balance-scale" class="menu-item-icon"></fa-icon> Reconciliation
-          </button>
           <button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-history']">
             <fa-icon icon="history" class="menu-item-icon"></fa-icon> Cash History
           </button>
@@ -1231,14 +1252,29 @@
           <button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
             <fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
           </button>
-          <button mat-menu-item tabindex="0"><fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS</button>
+          <button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds']" (click)="depositsMenu.closed.emit()">
+            <fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Party Master
+          </button>
+          <button
+            mat-menu-item
+            tabindex="0"
+            [routerLink]="['/accounts/dds-accounts']"
+            (click)="depositsMenu.closed.emit()"
+          >
+            <fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> DDS Accounts
+          </button>
         </div>
         <div class="deposit-menu-group">
           <div class="deposit-group-title">Agent</div>
           <button mat-menu-item tabindex="0">
             <fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
           </button>
-          <button mat-menu-item tabindex="0">
+          <button
+            mat-menu-item
+            tabindex="0"
+            [routerLink]="['/accounts/dds-collection']"
+            (click)="depositsMenu.closed.emit()"
+          >
             <fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
           </button>
           <button mat-menu-item tabindex="0">
@@ -1253,6 +1289,14 @@
         </div>
         <div class="deposit-menu-group">
           <div class="deposit-group-title">Reports</div>
+          <button
+            mat-menu-item
+            tabindex="0"
+            [routerLink]="['/accounts/dds-reports']"
+            (click)="depositsMenu.closed.emit()"
+          >
+            <fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Reports
+          </button>
           <button mat-menu-item tabindex="0" [routerLink]="['/savings-daily-interest']">
             <fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
           </button>
@@ -1473,7 +1517,9 @@
           <button mat-menu-item tabindex="0">
             <fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
           </button>
-          <button mat-menu-item tabindex="0"><fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker</button>
+          <button mat-menu-item routerLink="/locker" tabindex="0">
+            <fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker
+          </button>
           <button mat-menu-item routerLink="/investment/bonds" tabindex="0">
             <fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
           </button>

src/app/core/shell/shell.component.scss

@@ -244,6 +244,44 @@ $color: #e2e4ec;
   }
 }
 
+/*
+ * The cashier's bar is meant to be one row at a normal window size: it carries about eleven items, and at
+ * the usual padding the last one wrapped onto a second row. The items are tightened so they fit, and spread
+ * across the row. As the window narrows they tighten further, then drop their icons, and only wrap in a very
+ * narrow window. The clerk's bar (cashier-nav--clerk) has its own dropdowns and is left as it was.
+ */
+.cashier-nav:not(.cashier-nav--clerk) {
+  flex-wrap: nowrap;
+  justify-content: space-between;
+  gap: 0;
+  padding: 4px 8px;
+
+  .cashier-nav__item {
+    flex: 0 0 auto;
+    gap: 4px;
+    padding: 5px 8px;
+    font-size: 11.5px;
+  }
+
+  @media (width <= 1240px) {
+    .cashier-nav__item {
+      padding: 5px 6px;
+      font-size: 11px;
+    }
+  }
+
+  @media (width <= 1120px) {
+    .cashier-nav__item fa-icon {
+      display: none;
+    }
+  }
+
+  @media (width <= 900px) {
+    flex-wrap: wrap;
+    justify-content: flex-start;
+  }
+}
+
 .sidenav {
   overflow-x: hidden;
   position: relative;

src/app/core/shell/toolbar/toolbar.component.html

@@ -154,7 +154,7 @@
         <fa-icon icon="hand-holding-usd" class="ai-col-h-ic"></fa-icon>
         <span>Lending &amp; Risk</span>
       </div>
-      <button mat-menu-item class="ai-card" tabindex="0">
+      <button mat-menu-item class="ai-card" routerLink="/ai/loan-eligibility" tabindex="0">
         <span class="ai-card-ic"><fa-icon icon="hand-holding-usd"></fa-icon></span>
         <span class="ai-card-body">
           <span class="ai-card-t">Loan Eligibility</span>
@@ -239,6 +239,27 @@
         </span>
       </button>
     </div>
+
+    <div class="ai-col ai-col--blue">
+      <div class="ai-col-h">
+        <fa-icon icon="sitemap" class="ai-col-h-ic"></fa-icon>
+        <span>API Management</span>
+      </div>
+      <button mat-menu-item class="ai-card" routerLink="/api-management/vendors" tabindex="0">
+        <span class="ai-card-ic"><fa-icon icon="cogs"></fa-icon></span>
+        <span class="ai-card-body">
+          <span class="ai-card-t">API Vendors &amp; Setup</span>
+          <span class="ai-card-d">Vendor, work and API set — IN / OUT (CIC bureaus, SMS, WhatsApp …)</span>
+        </span>
+      </button>
+      <button mat-menu-item class="ai-card" routerLink="/api-management/logs" tabindex="0">
+        <span class="ai-card-ic"><fa-icon icon="history"></fa-icon></span>
+        <span class="ai-card-body">
+          <span class="ai-card-t">API Call Logs</span>
+          <span class="ai-card-d">Every IN and OUT call with request and response</span>
+        </span>
+      </button>
+    </div>
   </div>
 
   <div class="ai-menu-footer">

src/app/core/shell/toolbar/toolbar.component.scss

@@ -373,7 +373,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
 // ===== AI Mega Menu Panel =====
 ::ng-deep .ai-menu {
   &.mat-mdc-menu-panel {
-    min-width: 880px !important;
+    min-width: 1080px !important;
     max-width: 96vw !important;
     max-height: 80vh;
     border-radius: 14px !important;
@@ -520,7 +520,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
 // ===== Mega Layout — 4 colour-coded columns =====
 .ai-menu-cols {
   display: grid;
-  grid-template-columns: repeat(4, 1fr);
+  grid-template-columns: repeat(5, 1fr);
   gap: 0;
   padding: 14px 14px 6px;
   background: #f8fafc;
@@ -567,6 +567,12 @@ $icon-hover-border: rgb(255 255 255 / 28%);
   --c-hover: #be185d;
 }
 
+.ai-col--blue {
+  --c-color: #0369a1;
+  --c-bg: #e0f2fe;
+  --c-hover: #0369a1;
+}
+
 .ai-col-h {
   display: flex;
   align-items: center;
@@ -702,7 +708,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
 }
 
 // Responsive collapse
-@media (width <= 1100px) {
+@media (width <= 1300px) {
   ::ng-deep .ai-menu.mat-mdc-menu-panel {
     min-width: 680px !important;
   }

src/app/credit-bureau/cic-alert-detail/cic-alert-detail.component.html

@@ -0,0 +1,252 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cic-modal-backdrop" (click)="closed.emit()">
+  <div class="cic-modal" style="width: min(980px, 100%)" (click)="$event.stopPropagation()">
+    @if (loading && !alert) {
+      <div class="cic-empty">Loading…</div>
+    }
+    @if (alert) {
+      @if (history.length) {
+        <div class="cic-alert info" style="margin-bottom: 12px">
+          You are viewing another enquiry of this customer.
+          <button class="cic-btn sm" style="margin-left: 8px" (click)="back()">← Back to previous enquiry</button>
+        </div>
+      }
+      <div style="display: flex; justify-content: space-between; gap: 12px; align-items: flex-start">
+        <div>
+          <h3 style="margin-bottom: 4px">
+            {{ alert.clientName || alert.customerName || 'Unknown customer' }} applied for
+            {{ alert.loanType || 'a loan' }} elsewhere
+          </h3>
+          <div class="muted" style="font-size: 12px">
+            {{ alert.bureauCode }} alert · {{ alert.alertKey }} · received {{ alert.receivedOn | slice: 0 : 16 }} via
+            {{ alert.receivedVia }}
+          </div>
+        </div>
+        <div class="cic-actions">
+          <span class="cic-badge" [class]="'cic-badge ' + statusTone(alert.status)">{{ alert.status }}</span>
+          <button class="cic-btn sm" (click)="closed.emit()">Close</button>
+        </div>
+      </div>
+
+      @if (error) {
+        <div class="cic-alert error" style="margin-top: 12px">{{ error }}</div>
+      }
+      @if (info) {
+        <div class="cic-alert success" style="margin-top: 12px">{{ info }}</div>
+      }
+
+      <div class="cic-grid cols-3" style="margin-top: 14px">
+        <div class="cic-stat">
+          <div class="k">Loan applied for</div>
+          <div class="v" style="font-size: 17px">{{ alert.loanType || '—' }}</div>
+        </div>
+        <div class="cic-stat">
+          <div class="k">Amount</div>
+          <div class="v" style="font-size: 20px">
+            {{ alert.amount !== null && alert.amount !== undefined ? '₹' + (alert.amount | number: '1.0-0') : '—' }}
+          </div>
+        </div>
+        <div class="cic-stat">
+          <div class="k">Enquiry date</div>
+          <div class="v" style="font-size: 17px">{{ alert.enquiryDate | date: 'dd MMM yyyy' }}</div>
+        </div>
+      </div>
+
+      <div class="cic-split" style="margin-top: 14px">
+        <div class="cic-card" style="margin-bottom: 0">
+          <h2>
+            Enquiry elsewhere
+            <span class="cic-card-sub">the CIC does not name the lender</span>
+          </h2>
+          <dl class="cic-kv" style="grid-template-columns: 140px minmax(0, 1fr)">
+            <dt>Loan type</dt>
+            <dd>{{ alert.loanType || '—' }}</dd>
+            <dt>Amount</dt>
+            <dd>
+              {{ alert.amount !== null && alert.amount !== undefined ? '₹' + (alert.amount | number: '1.0-2') : '—' }}
+            </dd>
+            <dt>Purpose</dt>
+            <dd>{{ alert.purpose || '—' }}</dd>
+            <dt>Place</dt>
+            <dd>{{ alert.location || '—' }}</dd>
+            <dt>Enquiry date</dt>
+            <dd>{{ alert.enquiryDate | date: 'dd MMM yyyy' }}</dd>
+          </dl>
+        </div>
+        <div class="cic-card" style="margin-bottom: 0">
+          <h2>
+            Our customer
+            @if (!alert.clientId) {
+              <button
+                class="cic-btn sm primary"
+                (click)="linkCustomer()"
+                [disabled]="saving"
+                *mifosxHasPermission="'UPDATE_CICALERT'"
+              >
+                Link to customer
+              </button>
+            }
+          </h2>
+          <dl class="cic-kv" style="grid-template-columns: 140px minmax(0, 1fr)">
+            <dt>Customer</dt>
+            <dd>
+              @if (alert.clientId) {
+                <a [routerLink]="['/clients', alert.clientId, 'general']" (click)="closed.emit()">{{
+                  alert.clientName
+                }}</a>
+                <span class="muted"> · {{ alert.clientAccountNo }}</span>
+              } @else {
+                <span class="tone-bad">Not matched to any customer</span>
+              }
+            </dd>
+            <dt>Branch</dt>
+            <dd>{{ alert.officeName || '—' }}</dd>
+            <dt>Matched by</dt>
+            <dd>{{ matchLabels[alert.matchType] || alert.matchType }}</dd>
+            <dt>Name at bureau</dt>
+            <dd>{{ alert.customerName || '—' }}</dd>
+            <dt>PAN / Aadhaar</dt>
+            <dd class="cic-mono">{{ alert.panMasked || '—' }} / {{ alert.aadhaarMasked || '—' }}</dd>
+            @if (alert.customerRef) {
+              <dt>Reference</dt>
+              <dd class="cic-mono">{{ alert.customerRef }}</dd>
+            }
+          </dl>
+        </div>
+      </div>
+
+      @if (alert.clientId) {
+        <div class="cic-card" style="margin-top: 14px; margin-bottom: 0">
+          <h2>
+            Customer's loans with us
+            <span class="cic-card-sub">outstanding ₹{{ exposure | number: '1.0-0' }}</span>
+          </h2>
+          @if (alert.clientLoans?.length) {
+            <div class="cic-table-wrap">
+              <table class="cic-table">
+                <thead>
+                  <tr>
+                    <th>Account</th>
+                    <th>Product</th>
+                    <th>Status</th>
+                    <th class="num">Principal</th>
+                    <th class="num">Outstanding</th>
+                    <th>Disbursed</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  @for (l of alert.clientLoans; track l.id) {
+                    <tr>
+                      <td class="cic-mono">{{ l.accountNo }}</td>
+                      <td>{{ l.productName }}</td>
+                      <td>{{ l.status }}</td>
+                      <td class="num">{{ l.principal | number: '1.0-0' }}</td>
+                      <td class="num">{{ l.outstanding | number: '1.0-0' }}</td>
+                      <td>{{ l.disbursedOn | date: 'dd MMM yyyy' }}</td>
+                    </tr>
+                  }
+                </tbody>
+              </table>
+            </div>
+          } @else {
+            <div class="muted" style="font-size: 13px">
+              No loan with us. A customer with deposits only who is borrowing elsewhere may be a cross-sell opportunity.
+            </div>
+          }
+        </div>
+      }
+
+      @if (alert.otherAlertsOfCustomer?.length) {
+        <div class="cic-card" style="margin-top: 14px; margin-bottom: 0">
+          <h2>
+            All enquiries on this customer
+            <span class="cic-card-sub">{{ customerEnquiries.length }} in total</span>
+          </h2>
+          <div class="cic-table-wrap">
+            <table class="cic-table">
+              <thead>
+                <tr>
+                  <th>Date</th>
+                  <th>Loan type</th>
+                  <th class="num">Amount</th>
+                  <th>Status</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (o of customerEnquiries; track o.id) {
+                  <tr
+                    class="clickable"
+                    [style.background]="o.id === alert.id ? '#eef4ff' : null"
+                    (click)="o.id !== alert.id && openOther(o.id)"
+                  >
+                    <td>{{ o.enquiryDate | date: 'dd MMM yyyy' }}</td>
+                    <td>
+                      {{ o.loanType }}
+                      @if (o.id === alert.id) {
+                        <b>(shown above)</b>
+                      }
+                    </td>
+                    <td class="num">{{ o.amount | number: '1.0-0' }}</td>
+                    <td>
+                      <span class="cic-badge" [class]="'cic-badge ' + statusTone(o.status)">{{ o.status }}</span>
+                    </td>
+                  </tr>
+                }
+              </tbody>
+            </table>
+          </div>
+        </div>
+      }
+
+      @if (alert.remarks || alert.actionedByName) {
+        <div class="cic-alert info" style="margin-top: 14px">
+          <b>{{ alert.status }}</b> by {{ alert.actionedByName }} on {{ alert.actionedOn | slice: 0 : 16 }}
+          @if (alert.remarks) {
+            — {{ alert.remarks }}
+          }
+        </div>
+      }
+
+      <ng-container *mifosxHasPermission="'UPDATE_CICALERT'">
+        @if (action) {
+          <div class="cic-field" style="margin-top: 14px">
+            <label>{{ action === 'ACTIONED' ? 'What was done' : 'Reason for dismissing' }}</label>
+            <textarea rows="3" [(ngModel)]="remarks" maxlength="1000"></textarea>
+          </div>
+        }
+        <div class="foot">
+          @if (action) {
+            <button class="cic-btn" (click)="action = null">Cancel</button>
+            <button class="cic-btn primary" (click)="confirmAction()" [disabled]="saving">
+              {{ action === 'ACTIONED' ? 'Save as actioned' : 'Dismiss alert' }}
+            </button>
+          } @else {
+            @if (alert.status === 'ACTIONED' || alert.status === 'DISMISSED') {
+              <button class="cic-btn" (click)="setStatus('SEEN', null)" [disabled]="saving">Reopen</button>
+            }
+            @if (alert.status !== 'DISMISSED') {
+              <button class="cic-btn danger" (click)="action = 'DISMISSED'">Dismiss</button>
+            }
+            @if (alert.status !== 'ACTIONED') {
+              <button class="cic-btn primary" (click)="action = 'ACTIONED'">Mark actioned</button>
+            }
+          }
+        </div>
+      </ng-container>
+
+      <div style="margin-top: 12px">
+        <button class="cic-btn sm" (click)="showRaw = !showRaw">{{ showRaw ? 'Hide' : 'Show' }} bureau data</button>
+        @if (showRaw) {
+          <pre class="cic-code" style="margin-top: 8px">{{ rawText() }}</pre>
+        }
+      </div>
+    }
+  </div>
+</div>

src/app/credit-bureau/cic-alert-detail/cic-alert-detail.component.ts

@@ -0,0 +1,181 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { CommonModule } from '@angular/common';
+import { Component, EventEmitter, Input, OnChanges, Output, inject } from '@angular/core';
+import { FormsModule } from '@angular/forms';
+import { MatDialog, MatDialogModule } from '@angular/material/dialog';
+import { RouterModule } from '@angular/router';
+
+import { HasPermissionDirective } from 'app/directives/has-permission/has-permission.directive';
+import {
+  CustomerSearchDialogComponent,
+  CustomerSearchResult
+} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
+import { CIC_MATCH_LABELS, CicAlert, CicService, cicError, cicStatusTone } from '../cic.service';
+
+/**
+ * One enquiry alert: which of our customers applied elsewhere (the CIC does not name the lender), for what loan and
+ * how much; the customer's
+ * loans with us and earlier alerts; and the follow-up (seen / actioned / dismissed, or linking an unmatched alert).
+ */
+@Component({
+  selector: 'mifosx-cic-alert-detail',
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule,
+    MatDialogModule,
+    HasPermissionDirective
+  ],
+  templateUrl: './cic-alert-detail.component.html',
+  styleUrls: ['../cic-shared.scss']
+})
+export class CicAlertDetailComponent implements OnChanges {
+  private cic = inject(CicService);
+  private dialog = inject(MatDialog);
+
+  @Input() alertId: number | null = null;
+  @Output() closed = new EventEmitter<void>();
+  @Output() changed = new EventEmitter<CicAlert>();
+
+  alert: CicAlert | null = null;
+  loading = false;
+  saving = false;
+  error: string | null = null;
+  info: string | null = null;
+  showRaw = false;
+
+  /** Alerts visited before the current one, so the user can go back after opening another enquiry of the customer. */
+  history: number[] = [];
+  private autoSeen = true;
+
+  action: 'ACTIONED' | 'DISMISSED' | null = null;
+  remarks = '';
+
+  readonly matchLabels = CIC_MATCH_LABELS;
+  readonly statusTone = cicStatusTone;
+
+  ngOnChanges(): void {
+    this.history = [];
+    this.autoSeen = true;
+    if (this.alertId) this.load();
+  }
+
+  openOther(id: number): void {
+    if (this.alertId) this.history.push(this.alertId);
+    this.alertId = id;
+    // Only the alert opened from the dashboard counts as "seen"; browsing the customer's other enquiries changes nothing.
+    this.autoSeen = false;
+    this.load();
+  }
+
+  back(): void {
+    const id = this.history.pop();
+    if (!id) return;
+    this.alertId = id;
+    this.autoSeen = false;
+    this.load();
+  }
+
+  load(): void {
+    if (!this.alertId) return;
+    this.loading = true;
+    this.error = null;
+    this.info = null;
+    this.action = null;
+    this.remarks = '';
+    this.cic.alert(this.alertId).subscribe({
+      next: (a) => {
+        this.alert = a;
+        this.loading = false;
+        setTimeout(() => document.querySelector('.cic-modal')?.scrollTo({ top: 0 }));
+        // Opening a new alert is seeing it.
+        if (this.autoSeen && a.status === 'NEW' && a.clientId) this.setStatus('SEEN', null, true);
+      },
+      error: (e) => {
+        this.loading = false;
+        this.error = cicError(e, 'Could not load the alert.');
+      }
+    });
+  }
+
+  setStatus(status: string, remarks: string | null, quiet = false): void {
+    if (!this.alert) return;
+    this.saving = true;
+    this.error = null;
+    this.cic.updateStatus(this.alert.id, status, remarks).subscribe({
+      next: (a) => {
+        this.saving = false;
+        this.alert = a;
+        this.action = null;
+        this.remarks = '';
+        if (!quiet) this.info = `Alert marked ${status.toLowerCase()}.`;
+        this.changed.emit(a);
+      },
+      error: (e) => {
+        this.saving = false;
+        // A user without UPDATE_CICALERT can still read; the automatic "seen" is then simply skipped.
+        if (!quiet) this.error = cicError(e, 'Could not update the alert.');
+      }
+    });
+  }
+
+  confirmAction(): void {
+    if (!this.action) return;
+    if (!this.remarks.trim()) {
+      this.error =
+        this.action === 'ACTIONED'
+          ? 'Write what was done (customer contacted, retention offer made, limit reviewed ...).'
+          : 'Write why the alert is dismissed.';
+      return;
+    }
+    this.setStatus(this.action, this.remarks.trim());
+  }
+
+  linkCustomer(): void {
+    if (!this.alert) return;
+    this.dialog
+      .open(CustomerSearchDialogComponent, { width: '960px', maxWidth: '95vw', data: { requireAccount: false } })
+      .afterClosed()
+      .subscribe((r: CustomerSearchResult | undefined) => {
+        if (!r?.clientId || !this.alert) return;
+        this.saving = true;
+        this.cic.linkClient(this.alert.id, r.clientId).subscribe({
+          next: (a) => {
+            this.saving = false;
+            this.alert = a;
+            this.info = `Alert linked to ${a.clientName}.`;
+            this.changed.emit(a);
+          },
+          error: (e) => {
+            this.saving = false;
+            this.error = cicError(e, 'Could not link the customer.');
+          }
+        });
+      });
+  }
+
+  /** All of the customer's enquiries, this one included, in a fixed order so the list does not reshuffle when one is opened. */
+  get customerEnquiries(): CicAlert[] {
+    if (!this.alert) return [];
+    return [
+      this.alert,
+      ...(this.alert.otherAlertsOfCustomer ?? [])
+    ].sort((x, y) => (y.enquiryDate ?? '').localeCompare(x.enquiryDate ?? '') || y.id - x.id);
+  }
+
+  get exposure(): number {
+    return (this.alert?.clientLoans ?? []).reduce((s, l) => s + Number(l.outstanding ?? 0), 0);
+  }
+
+  rawText(): string {
+    return JSON.stringify(this.alert?.raw ?? {}, null, 2);
+  }
+}

src/app/credit-bureau/cic-dashboard/cic-dashboard.component.html

@@ -0,0 +1,262 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cic-page">
+  <div class="cic-head">
+    <div>
+      <h1>Credit Bureau — Customer Enquiry Alerts</h1>
+      <p>
+        Our customers who applied for a loan at another bank or NBFC, as reported by the CIC (CIBIL, Experian, Equifax,
+        CRIF): what loan and how much. The CIC does not tell which bank or lender it was.
+      </p>
+    </div>
+    <div class="cic-actions">
+      <select [(ngModel)]="days" (ngModelChange)="load()" class="cic-btn" style="padding-right: 8px">
+        <option [ngValue]="7">Last 7 days</option>
+        <option [ngValue]="30">Last 30 days</option>
+        <option [ngValue]="90">Last 90 days</option>
+        <option [ngValue]="180">Last 180 days</option>
+      </select>
+      <a class="cic-btn" routerLink="/credit-bureau/fetch-log">Fetch log</a>
+      @if (whitelisted.length) {
+        <button
+          class="cic-btn primary"
+          (click)="fetchNow('ALL')"
+          [disabled]="fetching !== null"
+          *mifosxHasPermission="'FETCH_CICALERT'"
+        >
+          {{ fetching === 'ALL' ? 'Fetching…' : 'Fetch alerts now' }}
+        </button>
+      }
+    </div>
+  </div>
+
+  @if (error) {
+    <div class="cic-alert error">{{ error }}</div>
+  }
+  @if (info) {
+    <div class="cic-alert success">{{ info }}</div>
+  }
+  @if (data && !whitelisted.length) {
+    <div class="cic-alert warn">
+      No CIC is whitelisted yet, so no alerts are being received. Switch a bureau on (CIBIL, Experian, Equifax or CRIF)
+      under AI / Intelligence Modules → API Management → API Vendors &amp; Setup.
+    </div>
+  }
+  @if (loading && !data) {
+    <div class="cic-card cic-empty">Loading…</div>
+  }
+
+  @if (data) {
+    <div class="cic-grid cols-4" style="margin-bottom: 16px">
+      <div class="cic-stat">
+        <div class="k">New alerts</div>
+        <div class="v" [class.tone-bad]="data.newAlerts > 0">{{ data.newAlerts }}</div>
+        <div class="s">not yet looked at</div>
+      </div>
+      <div class="cic-stat">
+        <div class="k">Customers enquired elsewhere</div>
+        <div class="v">{{ data.customersInPeriod }}</div>
+        <div class="s">{{ data.alertsInPeriod }} enquiries · last {{ days }} days</div>
+      </div>
+      <div class="cic-stat">
+        <div class="k">Amount applied elsewhere</div>
+        <div class="v">₹{{ data.amountInPeriod | number: '1.0-0' }}</div>
+        <div class="s">in total · last {{ days }} days</div>
+      </div>
+      <div class="cic-stat">
+        <div class="k">Unmatched alerts</div>
+        <div class="v" [class.tone-warn]="data.unmatchedOpen > 0">{{ data.unmatchedOpen }}</div>
+        <div class="s">bureau sent, customer not found · {{ data.receivedToday }} received today</div>
+      </div>
+    </div>
+
+    <!-- Recent -->
+    <div class="cic-card">
+      <h2>Latest enquiries on our customers</h2>
+      @if (data.recent?.length) {
+        <div class="cic-table-wrap">
+          <table class="cic-table">
+            <thead>
+              <tr>
+                <th>Enquiry date</th>
+                <th>Our customer</th>
+                <th>Branch</th>
+                <th>Loan type</th>
+                <th class="num">Amount (₹)</th>
+                <th>Purpose</th>
+                <th>Bureau</th>
+                <th>Status</th>
+              </tr>
+            </thead>
+            <tbody>
+              @for (a of data.recent; track a.id) {
+                <tr class="clickable" (click)="openAlertId = a.id">
+                  <td>{{ a.enquiryDate | date: 'dd MMM yyyy' }}</td>
+                  <td>
+                    <b>{{ a.clientName }}</b>
+                    <div class="muted" style="font-size: 11px">{{ a.clientAccountNo }}</div>
+                  </td>
+                  <td>{{ a.officeName }}</td>
+                  <td>{{ a.loanType }}</td>
+                  <td class="num">{{ a.amount | number: '1.0-0' }}</td>
+                  <td>{{ a.purpose }}</td>
+                  <td>{{ a.bureauCode }}</td>
+                  <td>
+                    <span class="cic-badge" [class]="'cic-badge ' + statusTone(a.status)">{{ a.status }}</span>
+                  </td>
+                </tr>
+              }
+            </tbody>
+          </table>
+        </div>
+      } @else {
+        <div class="cic-empty">
+          No enquiry alerts yet. They appear here as soon as a CIC reports one of our customers.
+        </div>
+      }
+    </div>
+
+    <div class="cic-split">
+      <!-- Repeat customers -->
+      <div class="cic-card">
+        <h2>
+          Customers applying elsewhere repeatedly
+          <span class="cic-card-sub">2+ enquiries · last {{ days }} days</span>
+        </h2>
+        @if (data.repeatCustomers?.length) {
+          <div class="cic-table-wrap">
+            <table class="cic-table">
+              <thead>
+                <tr>
+                  <th>Customer</th>
+                  <th class="num">Enquiries</th>
+                  <th class="num">Total applied (₹)</th>
+                  <th>Last</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (c of data.repeatCustomers; track c.clientId) {
+                  <tr>
+                    <td>
+                      <b>{{ c.clientName }}</b>
+                      <div class="muted" style="font-size: 11px">{{ c.accountNo }}</div>
+                    </td>
+                    <td class="num tone-bad">
+                      <b>{{ c.alerts }}</b>
+                    </td>
+                    <td class="num">{{ c.amount | number: '1.0-0' }}</td>
+                    <td>{{ c.lastEnquiryDate | date: 'dd MMM' }}</td>
+                  </tr>
+                }
+              </tbody>
+            </table>
+          </div>
+        } @else {
+          <div class="cic-empty">No customer has more than one enquiry in this period.</div>
+        }
+      </div>
+
+      <!-- Trend -->
+      <div class="cic-card">
+        <h2>Enquiries per day <span class="cic-card-sub">last 14 days</span></h2>
+        <div class="cic-trend">
+          @for (p of data.trend14Days; track p.date) {
+            <div
+              class="col"
+              [title]="(p.date | date: 'dd MMM') + ': ' + p.count + ' enquiries, ₹' + (p.amount | number: '1.0-0')"
+            >
+              <span class="n">{{ p.count || '' }}</span>
+              <div class="bar" [style.height.%]="pct(p.count, data.trend14Days, 'count')"></div>
+              <span class="d">{{ p.date | date: 'dd' }}</span>
+            </div>
+          }
+        </div>
+      </div>
+    </div>
+
+    <div>
+      <div class="cic-card" style="margin-bottom: 0">
+        <h2>By loan type</h2>
+        @for (g of data.byLoanType; track g.label) {
+          <div style="margin-bottom: 10px">
+            <div style="display: flex; justify-content: space-between; font-size: 12px; margin-bottom: 4px">
+              <span>{{ g.label }}</span>
+              <span class="muted">{{ g.count }} · ₹{{ g.amount | number: '1.0-0' }}</span>
+            </div>
+            <div class="cic-bar"><div [style.width.%]="pct(g.count, data.byLoanType, 'count')"></div></div>
+          </div>
+        } @empty {
+          <div class="cic-empty">No data.</div>
+        }
+      </div>
+    </div>
+
+    <!-- Bureau fetch status -->
+    <div class="cic-card" style="margin-top: 16px">
+      <h2>
+        Alert feed from each CIC
+        <a class="cic-btn sm" routerLink="/credit-bureau/fetch-log">Fetch log</a>
+      </h2>
+      <div class="cic-grid cols-4">
+        @for (b of data.bureaus; track b.id) {
+          <div class="cic-stat">
+            <div style="display: flex; justify-content: space-between; align-items: center; gap: 6px">
+              <b>{{ b.code }}</b>
+              <span class="cic-badge" [class.good]="b.whitelisted">{{ b.whitelisted ? 'Whitelisted' : 'Off' }}</span>
+            </div>
+            <div class="s" style="margin-top: 6px">
+              {{ b.environment }} · {{ b.autoFetch ? 'auto every ' + b.intervalMin + ' min' : 'manual fetch only' }}
+            </div>
+            <div class="s">
+              Last fetch:
+              @if (b.lastFetchOn) {
+                <span class="cic-badge" [class]="'cic-badge ' + fetchTone(b.lastFetchStatus)">{{
+                  b.lastFetchStatus
+                }}</span>
+                {{ b.lastFetchOn | slice: 0 : 16 }}
+              } @else {
+                never
+              }
+            </div>
+            @if (b.lastFetchMessage) {
+              <div class="s" style="font-size: 11px">{{ b.lastFetchMessage }}</div>
+            }
+            <div class="s" style="font-size: 11px; margin-top: 4px">
+              @if (b.environment === 'SIMULATOR') {
+                Simulator: no call goes to {{ b.code }}; the alerts are made up by the CBS for testing.
+              } @else {
+                Calls {{ b.code }} {{ b.environment }} with the API set up under API Management.
+              }
+            </div>
+            @if (b.whitelisted) {
+              <button
+                class="cic-btn sm"
+                style="margin-top: 8px"
+                (click)="fetchNow(b.id)"
+                [disabled]="fetching !== null"
+                *mifosxHasPermission="'FETCH_CICALERT'"
+              >
+                {{ fetching === b.id ? 'Fetching…' : 'Fetch now' }}
+              </button>
+            }
+            <a class="cic-btn sm" style="margin-top: 8px; margin-left: 4px" [routerLink]="setupRoute(b.code)">Set up</a>
+          </div>
+        }
+      </div>
+    </div>
+  }
+</div>
+
+@if (openAlertId) {
+  <mifosx-cic-alert-detail
+    [alertId]="openAlertId"
+    (closed)="openAlertId = null"
+    (changed)="onChanged()"
+  ></mifosx-cic-alert-detail>
+}

src/app/credit-bureau/cic-dashboard/cic-dashboard.component.ts

@@ -0,0 +1,130 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { CommonModule } from '@angular/common';
+import { Component, OnInit, inject } from '@angular/core';
+import { FormsModule } from '@angular/forms';
+import { RouterModule } from '@angular/router';
+
+import { ApiManagementService } from 'app/api-management/api-management.service';
+import { HasPermissionDirective } from 'app/directives/has-permission/has-permission.directive';
+import { CicAlertDetailComponent } from '../cic-alert-detail/cic-alert-detail.component';
+import { CicService, cicError, cicStatusTone } from '../cic.service';
+
+/**
+ * Credit Bureau dashboard: our customers who applied for a loan at another bank / NBFC, as reported by the CICs -
+ * who, what loan and how much (the CIC does not name the lender) - with the customers applying elsewhere repeatedly,
+ * the loan types, the trend, and the fetch status of each bureau. Each bureau is set up under API Management → API
+ * Vendors & Setup.
+ */
+@Component({
+  selector: 'mifosx-cic-dashboard',
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule,
+    HasPermissionDirective,
+    CicAlertDetailComponent
+  ],
+  templateUrl: './cic-dashboard.component.html',
+  styleUrls: ['../cic-shared.scss']
+})
+export class CicDashboardComponent implements OnInit {
+  private cic = inject(CicService);
+  private apis = inject(ApiManagementService);
+
+  /** Each bureau is set up as a vendor under API Management (connection, whitelist, request / response mapping). */
+  setupRoute(code: string): any[] {
+    const v = this.apis.vendorByCode(code);
+    return v ? [
+          '/api-management/vendors',
+          v.id
+        ] : ['/api-management/vendors'];
+  }
+
+  days = 30;
+  loading = false;
+  error: string | null = null;
+  info: string | null = null;
+  data: any = null;
+  fetching: number | 'ALL' | null = null;
+  openAlertId: number | null = null;
+
+  readonly statusTone = cicStatusTone;
+
+  ngOnInit(): void {
+    this.load();
+  }
+
+  load(): void {
+    this.loading = true;
+    this.error = null;
+    this.cic.dashboard(this.days).subscribe({
+      next: (d) => {
+        this.data = d;
+        this.loading = false;
+      },
+      error: (e) => {
+        this.error = cicError(e, 'Could not load the credit bureau dashboard.');
+        this.loading = false;
+      }
+    });
+  }
+
+  get whitelisted(): any[] {
+    return (this.data?.bureaus ?? []).filter((b: any) => b.whitelisted);
+  }
+
+  /** Fetch now from one bureau, or from every whitelisted bureau in turn. */
+  fetchNow(bureauId: number | 'ALL'): void {
+    const ids = bureauId === 'ALL' ? this.whitelisted.map((b) => b.id as number) : [bureauId];
+    if (!ids.length) return;
+    this.fetching = bureauId;
+    this.error = null;
+    this.info = null;
+    const messages: string[] = [];
+    const next = (i: number) => {
+      if (i >= ids.length) {
+        this.fetching = null;
+        this.info = messages.join(' · ');
+        this.load();
+        return;
+      }
+      this.cic.fetch(ids[i]).subscribe({
+        next: (run) => {
+          messages.push(
+            `${run.bureauCode}: ${run.status === 'SUCCESS' ? run.newAlerts + ' new alert(s)' : 'failed - ' + run.message}`
+          );
+          next(i + 1);
+        },
+        error: (e) => {
+          messages.push(cicError(e, 'Fetch failed.'));
+          next(i + 1);
+        }
+      });
+    };
+    next(0);
+  }
+
+  max(list: any[] | undefined, key: string): number {
+    return Math.max(1, ...(list ?? []).map((x) => Number(x[key] ?? 0)));
+  }
+
+  pct(value: any, list: any[] | undefined, key: string): number {
+    return Math.round((Number(value ?? 0) / this.max(list, key)) * 100);
+  }
+
+  onChanged(): void {
+    this.load();
+  }
+
+  fetchTone(status?: string): string {
+    return status === 'SUCCESS' ? 'good' : status === 'FAILED' ? 'bad' : '';
+  }
+}

src/app/credit-bureau/cic-fetch-log/cic-fetch-log.component.html

@@ -0,0 +1,126 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cic-page">
+  <div class="cic-head">
+    <div>
+      <h1>Fetch Log</h1>
+      <p>Every time the CBS asked a CIC for enquiry alerts: when, how many came, how many were our customers.</p>
+    </div>
+    <div class="cic-actions">
+      <a class="cic-btn" routerLink="/credit-bureau/dashboard">← Dashboard</a>
+    </div>
+  </div>
+
+  @if (error) {
+    <div class="cic-alert error">{{ error }}</div>
+  }
+
+  <div class="cic-card">
+    <h2>
+      Fetches
+      <span class="cic-actions">
+        <select [(ngModel)]="bureauId" (ngModelChange)="filterChanged()" class="cic-btn sm">
+          <option value="">All bureaus</option>
+          @for (b of bureaus; track b.id) {
+            <option [value]="b.id">{{ b.code }}</option>
+          }
+        </select>
+        <button class="cic-btn sm" (click)="load()">Refresh</button>
+      </span>
+    </h2>
+    @if (loading && !runs.length) {
+      <div class="cic-empty">Loading…</div>
+    } @else if (!runs.length) {
+      <div class="cic-empty">No fetch has run yet.</div>
+    } @else {
+      <div class="cic-table-wrap">
+        <table class="cic-table">
+          <thead>
+            <tr>
+              <th>Run</th>
+              <th>Bureau</th>
+              <th>How</th>
+              <th>Window</th>
+              <th>Status</th>
+              <th class="num">Received</th>
+              <th class="num">New</th>
+              <th class="num">Matched</th>
+              <th class="num">Unmatched</th>
+              <th class="num">Already had</th>
+              <th class="num">Own bank</th>
+              <th>By</th>
+              <th>When</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (r of runs; track r.id) {
+              <tr class="clickable" (click)="view(r)">
+                <td class="cic-mono">{{ r.runRef }}</td>
+                <td>{{ r.bureauCode }}</td>
+                <td>{{ r.trigger }}</td>
+                <td>{{ r.fromDate | date: 'dd MMM' }} – {{ r.toDate | date: 'dd MMM yy' }}</td>
+                <td>
+                  <span class="cic-badge" [class]="'cic-badge ' + tone(r.status)">{{ r.status }}</span>
+                </td>
+                <td class="num">{{ r.received }}</td>
+                <td class="num">
+                  <b>{{ r.newAlerts }}</b>
+                </td>
+                <td class="num">{{ r.matched }}</td>
+                <td class="num">{{ r.unmatched }}</td>
+                <td class="num">{{ r.duplicates }}</td>
+                <td class="num">{{ r.ownBank }}</td>
+                <td>{{ r.triggeredByName }}</td>
+                <td>{{ r.startedOn | slice: 0 : 16 }}</td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+      <div class="cic-pager">
+        <span>{{ offset + 1 }}–{{ offset + runs.length }} of {{ total }}</span>
+        <span class="cic-actions">
+          <button class="cic-btn sm" (click)="page(-1)" [disabled]="offset === 0">Previous</button>
+          <button class="cic-btn sm" (click)="page(1)" [disabled]="offset + limit >= total">Next</button>
+        </span>
+      </div>
+    }
+  </div>
+</div>
+
+@if (viewing) {
+  <div class="cic-modal-backdrop" (click)="viewing = null">
+    <div class="cic-modal" style="width: min(1000px, 100%)" (click)="$event.stopPropagation()">
+      <h3>{{ viewing.runRef }} · {{ viewing.bureauCode }} · {{ viewing.status }}</h3>
+      <div
+        class="cic-alert"
+        [class.success]="viewing.status === 'SUCCESS'"
+        [class.error]="viewing.status !== 'SUCCESS'"
+      >
+        {{ viewing.message }}
+        @if (viewing.httpStatus) {
+          (HTTP {{ viewing.httpStatus }}, {{ viewing.durationMs }} ms)
+        }
+      </div>
+      <div class="cic-split">
+        <div>
+          <h4 style="margin: 0 0 6px; font-size: 13px">Request</h4>
+          <pre class="cic-code">{{ pretty(viewing.request) || '—' }}</pre>
+        </div>
+        <div>
+          <h4 style="margin: 0 0 6px; font-size: 13px">Response</h4>
+          <pre class="cic-code">{{ pretty(viewing.response) || '—' }}</pre>
+        </div>
+      </div>
+      <div class="foot">
+        <button class="cic-btn" (click)="viewing = null">Close</button>
+      </div>
+    </div>
+  </div>
+}

src/app/credit-bureau/cic-fetch-log/cic-fetch-log.component.ts

@@ -0,0 +1,91 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { CommonModule } from '@angular/common';
+import { Component, OnInit, inject } from '@angular/core';
+import { FormsModule } from '@angular/forms';
+import { RouterModule } from '@angular/router';
+
+import { CicBureau, CicFetchRun, CicService, cicError } from '../cic.service';
+
+/** Log of every alert fetch from the CICs: when, how many alerts, how many matched, and the request / response. */
+@Component({
+  selector: 'mifosx-cic-fetch-log',
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule
+  ],
+  templateUrl: './cic-fetch-log.component.html',
+  styleUrls: ['../cic-shared.scss']
+})
+export class CicFetchLogComponent implements OnInit {
+  private cic = inject(CicService);
+
+  bureaus: CicBureau[] = [];
+  runs: CicFetchRun[] = [];
+  total = 0;
+  offset = 0;
+  readonly limit = 20;
+  bureauId = '';
+  viewing: CicFetchRun | null = null;
+  loading = false;
+  error: string | null = null;
+
+  ngOnInit(): void {
+    this.cic.bureaus().subscribe({ next: (b) => (this.bureaus = b), error: () => (this.bureaus = []) });
+    this.load();
+  }
+
+  load(): void {
+    this.loading = true;
+    this.error = null;
+    this.cic.fetchRuns({ bureauId: this.bureauId, offset: this.offset, limit: this.limit }).subscribe({
+      next: (p) => {
+        this.runs = p.pageItems;
+        this.total = p.totalFilteredRecords;
+        this.loading = false;
+      },
+      error: (e) => {
+        this.error = cicError(e, 'Could not load the fetch log.');
+        this.loading = false;
+      }
+    });
+  }
+
+  filterChanged(): void {
+    this.offset = 0;
+    this.load();
+  }
+
+  page(delta: number): void {
+    this.offset = Math.max(0, this.offset + delta * this.limit);
+    this.load();
+  }
+
+  view(r: CicFetchRun): void {
+    this.cic.fetchRun(r.id).subscribe({
+      next: (full) => (this.viewing = full),
+      error: (e) => (this.error = cicError(e))
+    });
+  }
+
+  pretty(text?: string | null): string {
+    if (!text) return '';
+    try {
+      return JSON.stringify(JSON.parse(text), null, 2);
+    } catch {
+      return text;
+    }
+  }
+
+  tone(status: string): string {
+    return status === 'SUCCESS' ? 'good' : status === 'FAILED' ? 'bad' : 'warn';
+  }
+}

src/app/credit-bureau/cic-shared.scss

@@ -0,0 +1,627 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/* Shared look for the Credit Bureau (CIC) screens. */
+
+:host {
+  --cic-ink: #0f172a;
+  --cic-muted: #64748b;
+  --cic-line: #e2e8f0;
+  --cic-soft: #f8fafc;
+  --cic-brand: #1d4ed8;
+  --cic-brand-soft: #eff6ff;
+  --cic-good: #047857;
+  --cic-good-soft: #ecfdf5;
+  --cic-ok: #0369a1;
+  --cic-ok-soft: #f0f9ff;
+  --cic-warn: #b45309;
+  --cic-warn-soft: #fffbeb;
+  --cic-bad: #b91c1c;
+  --cic-bad-soft: #fef2f2;
+
+  display: block;
+  color: var(--cic-ink);
+}
+
+.cic-page {
+  padding: 20px 24px 40px;
+  max-width: 1440px;
+  margin: 0 auto;
+}
+
+.cic-head {
+  display: flex;
+  align-items: flex-start;
+  justify-content: space-between;
+  gap: 16px;
+  margin-bottom: 18px;
+  flex-wrap: wrap;
+
+  h1 {
+    margin: 0;
+    font-size: 22px;
+    font-weight: 700;
+    letter-spacing: -0.01em;
+  }
+
+  p {
+    margin: 4px 0 0;
+    color: var(--cic-muted);
+    font-size: 13px;
+  }
+}
+
+.cic-actions {
+  display: flex;
+  gap: 8px;
+  flex-wrap: wrap;
+  align-items: center;
+}
+
+.cic-card {
+  background: #fff;
+  border: 1px solid var(--cic-line);
+  border-radius: 12px;
+  padding: 18px 20px;
+  margin-bottom: 16px;
+  box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
+
+  > h2,
+  .cic-card-title {
+    margin: 0 0 14px;
+    font-size: 15px;
+    font-weight: 700;
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    gap: 10px;
+  }
+
+  .cic-card-sub {
+    color: var(--cic-muted);
+    font-size: 12px;
+    font-weight: 500;
+  }
+}
+
+.cic-grid {
+  display: grid;
+  gap: 14px;
+
+  &.cols-2 {
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+  }
+
+  &.cols-3 {
+    grid-template-columns: repeat(3, minmax(0, 1fr));
+  }
+
+  &.cols-4 {
+    grid-template-columns: repeat(4, minmax(0, 1fr));
+  }
+
+  @media (width <= 960px) {
+    &.cols-3,
+    &.cols-4 {
+      grid-template-columns: repeat(2, minmax(0, 1fr));
+    }
+  }
+
+  @media (width <= 640px) {
+    &.cols-2,
+    &.cols-3,
+    &.cols-4 {
+      grid-template-columns: 1fr;
+    }
+  }
+}
+
+.cic-split {
+  display: grid;
+  grid-template-columns: minmax(0, 1.1fr) minmax(0, 0.9fr);
+  gap: 16px;
+
+  @media (width <= 1100px) {
+    grid-template-columns: 1fr;
+  }
+}
+
+.cic-stat {
+  background: #fff;
+  border: 1px solid var(--cic-line);
+  border-radius: 12px;
+  padding: 14px 16px;
+
+  .k {
+    font-size: 12px;
+    color: var(--cic-muted);
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.04em;
+  }
+
+  .v {
+    font-size: 24px;
+    font-weight: 700;
+    margin-top: 6px;
+    font-variant-numeric: tabular-nums;
+  }
+
+  .s {
+    font-size: 12px;
+    color: var(--cic-muted);
+    margin-top: 2px;
+  }
+}
+
+.cic-field {
+  display: flex;
+  flex-direction: column;
+  gap: 5px;
+  min-width: 0;
+
+  label {
+    font-size: 12px;
+    font-weight: 600;
+    color: #334155;
+  }
+
+  .hint {
+    font-size: 11px;
+    color: var(--cic-muted);
+  }
+
+  input,
+  select,
+  textarea {
+    width: 100%;
+    border: 1px solid #cbd5e1;
+    border-radius: 8px;
+    padding: 8px 10px;
+    font-size: 13px;
+    font-family: inherit;
+    background: #fff;
+    color: var(--cic-ink);
+    box-sizing: border-box;
+
+    &:focus {
+      outline: none;
+      border-color: var(--cic-brand);
+      box-shadow: 0 0 0 3px rgb(29 78 216 / 12%);
+    }
+
+    &:disabled {
+      background: var(--cic-soft);
+      color: var(--cic-muted);
+    }
+  }
+
+  textarea {
+    resize: vertical;
+    min-height: 90px;
+  }
+}
+
+.cic-mono,
+textarea.cic-mono {
+  font-family: 'JetBrains Mono', 'Fira Code', Consolas, monospace !important;
+  font-size: 12px !important;
+}
+
+.cic-btn {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  border: 1px solid var(--cic-line);
+  background: #fff;
+  color: var(--cic-ink);
+  border-radius: 8px;
+  padding: 8px 14px;
+  font-size: 13px;
+  font-weight: 600;
+  cursor: pointer;
+  white-space: nowrap;
+
+  &:hover:not(:disabled) {
+    background: var(--cic-soft);
+  }
+
+  &:disabled {
+    opacity: 0.55;
+    cursor: not-allowed;
+  }
+
+  &.primary {
+    background: var(--cic-brand);
+    border-color: var(--cic-brand);
+    color: #fff;
+
+    &:hover:not(:disabled) {
+      background: #1e40af;
+    }
+  }
+
+  &.danger {
+    color: var(--cic-bad);
+    border-color: #fecaca;
+
+    &:hover:not(:disabled) {
+      background: var(--cic-bad-soft);
+    }
+  }
+
+  &.sm {
+    padding: 5px 10px;
+    font-size: 12px;
+  }
+}
+
+.cic-badge {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  padding: 2px 9px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+  letter-spacing: 0.02em;
+  background: var(--cic-soft);
+  color: var(--cic-muted);
+  border: 1px solid var(--cic-line);
+  white-space: nowrap;
+
+  &.good {
+    background: var(--cic-good-soft);
+    color: var(--cic-good);
+    border-color: #a7f3d0;
+  }
+
+  &.ok {
+    background: var(--cic-ok-soft);
+    color: var(--cic-ok);
+    border-color: #bae6fd;
+  }
+
+  &.warn {
+    background: var(--cic-warn-soft);
+    color: var(--cic-warn);
+    border-color: #fde68a;
+  }
+
+  &.bad {
+    background: var(--cic-bad-soft);
+    color: var(--cic-bad);
+    border-color: #fecaca;
+  }
+
+  &.brand {
+    background: var(--cic-brand-soft);
+    color: var(--cic-brand);
+    border-color: #bfdbfe;
+  }
+}
+
+.cic-alert {
+  border-radius: 10px;
+  padding: 10px 14px;
+  font-size: 13px;
+  margin-bottom: 14px;
+  border: 1px solid;
+
+  &.error {
+    background: var(--cic-bad-soft);
+    border-color: #fecaca;
+    color: var(--cic-bad);
+  }
+
+  &.success {
+    background: var(--cic-good-soft);
+    border-color: #a7f3d0;
+    color: var(--cic-good);
+  }
+
+  &.info {
+    background: var(--cic-brand-soft);
+    border-color: #bfdbfe;
+    color: #1e3a8a;
+  }
+
+  &.warn {
+    background: var(--cic-warn-soft);
+    border-color: #fde68a;
+    color: var(--cic-warn);
+  }
+
+  ul {
+    margin: 6px 0 0;
+    padding-left: 18px;
+  }
+}
+
+.cic-table-wrap {
+  overflow-x: auto;
+  border: 1px solid var(--cic-line);
+  border-radius: 10px;
+}
+
+.cic-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 13px;
+
+  th {
+    text-align: left;
+    font-size: 11px;
+    text-transform: uppercase;
+    letter-spacing: 0.05em;
+    color: var(--cic-muted);
+    font-weight: 700;
+    background: var(--cic-soft);
+    padding: 9px 12px;
+    border-bottom: 1px solid var(--cic-line);
+    white-space: nowrap;
+  }
+
+  td {
+    padding: 9px 12px;
+    border-bottom: 1px solid #f1f5f9;
+    vertical-align: middle;
+  }
+
+  tr:last-child td {
+    border-bottom: none;
+  }
+
+  tr.clickable {
+    cursor: pointer;
+
+    &:hover td {
+      background: #f8fafc;
+    }
+  }
+
+  .num {
+    text-align: right;
+    font-variant-numeric: tabular-nums;
+  }
+
+  td input,
+  td select {
+    width: 100%;
+    border: 1px solid #cbd5e1;
+    border-radius: 6px;
+    padding: 5px 7px;
+    font-size: 12px;
+    box-sizing: border-box;
+    background: #fff;
+  }
+}
+
+.cic-empty {
+  text-align: center;
+  color: var(--cic-muted);
+  padding: 28px 12px;
+  font-size: 13px;
+}
+
+.cic-pager {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-top: 12px;
+  font-size: 12px;
+  color: var(--cic-muted);
+}
+
+.cic-switch {
+  position: relative;
+  display: inline-block;
+  width: 40px;
+  height: 22px;
+  flex: none;
+
+  input {
+    opacity: 0;
+    width: 0;
+    height: 0;
+  }
+
+  span {
+    position: absolute;
+    inset: 0;
+    background: #cbd5e1;
+    border-radius: 999px;
+    transition: background 0.15s;
+    cursor: pointer;
+
+    &::before {
+      content: '';
+      position: absolute;
+      width: 16px;
+      height: 16px;
+      left: 3px;
+      top: 3px;
+      background: #fff;
+      border-radius: 50%;
+      transition: transform 0.15s;
+      box-shadow: 0 1px 2px rgb(0 0 0 / 20%);
+    }
+  }
+
+  input:checked + span {
+    background: var(--cic-good);
+  }
+
+  input:checked + span::before {
+    transform: translateX(18px);
+  }
+
+  input:disabled + span {
+    opacity: 0.5;
+    cursor: not-allowed;
+  }
+}
+
+.cic-tabs {
+  display: flex;
+  gap: 4px;
+  border-bottom: 1px solid var(--cic-line);
+  margin-bottom: 14px;
+  flex-wrap: wrap;
+
+  button {
+    border: none;
+    background: none;
+    padding: 9px 14px;
+    font-size: 13px;
+    font-weight: 600;
+    color: var(--cic-muted);
+    cursor: pointer;
+    border-bottom: 2px solid transparent;
+    margin-bottom: -1px;
+
+    &.active {
+      color: var(--cic-brand);
+      border-bottom-color: var(--cic-brand);
+    }
+  }
+}
+
+.cic-kv {
+  display: grid;
+  grid-template-columns: 170px minmax(0, 1fr);
+  gap: 7px 12px;
+  font-size: 13px;
+
+  dt {
+    color: var(--cic-muted);
+  }
+
+  dd {
+    margin: 0;
+    font-weight: 600;
+    word-break: break-word;
+  }
+}
+
+.cic-code {
+  background: #0f172a;
+  color: #e2e8f0;
+  border-radius: 10px;
+  padding: 12px 14px;
+  font-family: 'JetBrains Mono', 'Fira Code', Consolas, monospace;
+  font-size: 12px;
+  white-space: pre-wrap;
+  word-break: break-all;
+  max-height: 420px;
+  overflow: auto;
+  margin: 0;
+}
+
+.cic-trend {
+  display: flex;
+  align-items: flex-end;
+  gap: 6px;
+  height: 180px;
+  padding-top: 6px;
+
+  .col {
+    flex: 1;
+    display: flex;
+    flex-direction: column;
+    align-items: center;
+    justify-content: flex-end;
+    height: 100%;
+    min-width: 0;
+  }
+
+  .bar {
+    width: 100%;
+    max-width: 28px;
+    min-height: 2px;
+    background: var(--cic-brand);
+    border-radius: 4px 4px 0 0;
+  }
+
+  .n {
+    font-size: 10px;
+    color: var(--cic-muted);
+    margin-bottom: 2px;
+  }
+
+  .d {
+    font-size: 10px;
+    color: var(--cic-muted);
+    margin-top: 4px;
+  }
+}
+
+.cic-modal-backdrop {
+  position: fixed;
+  inset: 0;
+  background: rgb(15 23 42 / 45%);
+  z-index: 1000;
+  display: grid;
+  place-items: center;
+  padding: 16px;
+}
+
+.cic-modal {
+  background: #fff;
+  border-radius: 14px;
+  width: min(640px, 100%);
+  max-height: 90vh;
+  overflow: auto;
+  padding: 20px 22px;
+  box-shadow: 0 20px 50px rgb(15 23 42 / 25%);
+
+  h3 {
+    margin: 0 0 12px;
+    font-size: 16px;
+  }
+
+  .foot {
+    display: flex;
+    justify-content: flex-end;
+    gap: 8px;
+    margin-top: 16px;
+  }
+}
+
+.cic-bar {
+  height: 8px;
+  border-radius: 999px;
+  background: #f1f5f9;
+  overflow: hidden;
+
+  > div {
+    height: 100%;
+    background: var(--cic-brand);
+    border-radius: 999px;
+  }
+}
+
+.muted {
+  color: var(--cic-muted);
+}
+
+.tone-good {
+  color: var(--cic-good);
+}
+
+.tone-ok {
+  color: var(--cic-ok);
+}
+
+.tone-warn {
+  color: var(--cic-warn);
+}
+
+.tone-bad {
+  color: var(--cic-bad);
+}

src/app/credit-bureau/cic.service.ts

@@ -0,0 +1,276 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { HttpClient, HttpContext, HttpParams } from '@angular/common/http';
+import { Injectable, inject } from '@angular/core';
+import { Observable } from 'rxjs';
+
+import { SILENT_HTTP_ERROR } from '../core/http/silent-error.token';
+
+/** A credit bureau (CIC) as configured for the bank. Never carries the secret itself. */
+export interface CicBureau {
+  id: number;
+  code: string;
+  name: string;
+  description?: string;
+  whitelisted: boolean;
+  isDefault: boolean;
+  environment: 'SIMULATOR' | 'UAT' | 'PRODUCTION';
+  baseUrl?: string;
+  memberCode?: string;
+  authType: string;
+  username?: string;
+  apiKeyHeader?: string;
+  hasSecret: boolean;
+  tokenUrl?: string;
+  clientId?: string;
+  timeoutMs: number;
+  alertAutoFetch: boolean;
+  alertFetchIntervalMin: number;
+  alertLookbackDays: number;
+  lastFetchOn?: string;
+  lastFetchStatus?: string;
+  lastFetchMessage?: string;
+  lastTestStatus?: string;
+  lastTestMessage?: string;
+  lastTestedOn?: string;
+  updatedOn?: string;
+  activeEndpoints: number;
+  alertsLast30Days: number;
+  newAlerts: number;
+}
+
+export interface CicMapping {
+  id?: number;
+  sourceField: string | null;
+  targetField: string;
+  transform: string;
+  defaultValue: string | null;
+  mandatory: boolean;
+  sortOrder?: number;
+}
+
+export interface CicEndpoint {
+  bureauId: number;
+  endpointType: string;
+  exists: boolean;
+  id?: number;
+  httpMethod: string;
+  path?: string;
+  contentType: string;
+  headersJson: string;
+  baseBody: string;
+  isActive: boolean;
+  requestMappings: CicMapping[];
+  responseMappings: CicMapping[];
+}
+
+export interface CicCatalog {
+  environments: string[];
+  authTypes: string[];
+  endpointTypes: string[];
+  httpMethods: string[];
+  cbsFields: Record<string, string>;
+  resultFields: Record<string, string>;
+  rootFields: string[];
+  transforms: Record<string, string>;
+  alertStatuses: string[];
+  matchTypes: string[];
+}
+
+/** One enquiry made on our customer at another lender, as reported by the CIC. */
+export interface CicAlert {
+  id: number;
+  bureauId: number;
+  bureauCode: string;
+  alertKey: string;
+  clientId?: number;
+  clientName?: string;
+  clientAccountNo?: string;
+  officeId?: number;
+  officeName?: string;
+  matchType: 'PAN' | 'AADHAAR' | 'CUSTOMER_REF' | 'MANUAL' | 'NONE';
+  customerName?: string;
+  panMasked?: string;
+  aadhaarMasked?: string;
+  customerRef?: string;
+  enquiryDate?: string;
+  loanType?: string;
+  amount?: number;
+  purpose?: string;
+  location?: string;
+  status: 'NEW' | 'SEEN' | 'ACTIONED' | 'DISMISSED';
+  remarks?: string;
+  actionedByName?: string;
+  actionedOn?: string;
+  receivedVia?: string;
+  receivedOn?: string;
+  raw?: any;
+  fetchRunId?: number;
+  otherAlertsOfCustomer?: CicAlert[];
+  clientLoans?: {
+    id: number;
+    accountNo: string;
+    productName: string;
+    status: string;
+    principal: number;
+    outstanding: number;
+    disbursedOn?: string;
+  }[];
+}
+
+export interface CicFetchRun {
+  id: number;
+  runRef: string;
+  bureauId: number;
+  bureauCode: string;
+  trigger: 'MANUAL' | 'SCHEDULED';
+  environment?: string;
+  fromDate?: string;
+  toDate?: string;
+  status: 'RUNNING' | 'SUCCESS' | 'FAILED';
+  httpStatus?: number;
+  received: number;
+  newAlerts: number;
+  matched: number;
+  unmatched: number;
+  duplicates: number;
+  ownBank: number;
+  message?: string;
+  durationMs?: number;
+  triggeredByName?: string;
+  startedOn: string;
+  request?: string;
+  response?: string;
+}
+
+export interface CicPage<T> {
+  totalFilteredRecords: number;
+  pageItems: T[];
+}
+
+export const CIC_MATCH_LABELS: Record<string, string> = {
+  PAN: 'PAN',
+  AADHAAR: 'Aadhaar',
+  CUSTOMER_REF: 'Customer ref',
+  MANUAL: 'Linked manually',
+  NONE: 'Not matched'
+};
+
+export function cicStatusTone(status: string): string {
+  return status === 'NEW' ? 'bad' : status === 'SEEN' ? 'warn' : status === 'ACTIONED' ? 'good' : '';
+}
+
+/** The server's own message for a failed call. */
+export function cicError(err: any, fallback = 'Something went wrong. Please try again.'): string {
+  return (
+    err?.error?.errors?.[0]?.defaultUserMessage ??
+    err?.error?.defaultUserMessage ??
+    err?.error?.message ??
+    err?.message ??
+    fallback
+  );
+}
+
+@Injectable({ providedIn: 'root' })
+export class CicService {
+  private http = inject(HttpClient);
+  private base = '/cic';
+  /** Errors are shown inline on these screens, so the global alert is suppressed. */
+  private silent = { context: new HttpContext().set(SILENT_HTTP_ERROR, true) };
+
+  catalog(): Observable<CicCatalog> {
+    return this.http.get<CicCatalog>(`${this.base}/catalog`, this.silent);
+  }
+
+  bureaus(whitelistedOnly = false): Observable<CicBureau[]> {
+    return this.http.get<CicBureau[]>(`${this.base}/bureaus`, {
+      ...this.silent,
+      params: new HttpParams().set('whitelistedOnly', String(whitelistedOnly))
+    });
+  }
+
+  updateBureau(id: number, body: any): Observable<CicBureau> {
+    return this.http.put<CicBureau>(`${this.base}/bureaus/${id}`, body, this.silent);
+  }
+
+  setWhitelisted(id: number, whitelisted: boolean): Observable<CicBureau> {
+    return this.http.put<CicBureau>(`${this.base}/bureaus/${id}/whitelist`, { whitelisted }, this.silent);
+  }
+
+  testConnection(id: number): Observable<{ status: string; message: string }> {
+    return this.http.post<{ status: string; message: string }>(
+      `${this.base}/bureaus/${id}/test-connection`,
+      {},
+      this.silent
+    );
+  }
+
+  endpoint(bureauId: number, type: string): Observable<CicEndpoint> {
+    return this.http.get<CicEndpoint>(`${this.base}/bureaus/${bureauId}/endpoints/${type}`, this.silent);
+  }
+
+  saveEndpoint(bureauId: number, type: string, body: any): Observable<CicEndpoint> {
+    return this.http.put<CicEndpoint>(`${this.base}/bureaus/${bureauId}/endpoints/${type}`, body, this.silent);
+  }
+
+  preview(bureauId: number, body: { fromDate?: string; toDate?: string }): Observable<any> {
+    return this.http.post<any>(`${this.base}/bureaus/${bureauId}/preview`, body, this.silent);
+  }
+
+  parseTest(bureauId: number, content: string | null): Observable<any> {
+    return this.http.post<any>(`${this.base}/bureaus/${bureauId}/parse-test`, { content }, this.silent);
+  }
+
+  fetch(bureauId: number, body: { fromDate?: string; toDate?: string } = {}): Observable<CicFetchRun> {
+    return this.http.post<CicFetchRun>(`${this.base}/bureaus/${bureauId}/fetch`, body, this.silent);
+  }
+
+  fetchRuns(filter: Record<string, any>): Observable<CicPage<CicFetchRun>> {
+    return this.http.get<CicPage<CicFetchRun>>(`${this.base}/fetch-runs`, {
+      ...this.silent,
+      params: this.params(filter)
+    });
+  }
+
+  fetchRun(id: number): Observable<CicFetchRun> {
+    return this.http.get<CicFetchRun>(`${this.base}/fetch-runs/${id}`, this.silent);
+  }
+
+  dashboard(days = 30): Observable<any> {
+    return this.http.get<any>(`${this.base}/dashboard`, {
+      ...this.silent,
+      params: new HttpParams().set('days', String(days))
+    });
+  }
+
+  alert(id: number): Observable<CicAlert> {
+    return this.http.get<CicAlert>(`${this.base}/alerts/${id}`, this.silent);
+  }
+
+  updateStatus(id: number, status: string, remarks?: string | null): Observable<CicAlert> {
+    return this.http.put<CicAlert>(`${this.base}/alerts/${id}/status`, { status, remarks }, this.silent);
+  }
+
+  linkClient(id: number, clientId: number): Observable<CicAlert> {
+    return this.http.put<CicAlert>(`${this.base}/alerts/${id}/client`, { clientId }, this.silent);
+  }
+
+  private params(filter: Record<string, any>): HttpParams {
+    let params = new HttpParams();
+    Object.entries(filter).forEach(
+      ([
+        k,
+        v
+      ]) => {
+        if (v !== null && v !== undefined && v !== '') params = params.set(k, String(v));
+      }
+    );
+    return params;
+  }
+}

src/app/credit-bureau/credit-bureau-routing.module.ts

@@ -0,0 +1,49 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { NgModule } from '@angular/core';
+import { Routes, RouterModule } from '@angular/router';
+
+import { Route } from '../core/route/route.service';
+import { CicDashboardComponent } from './cic-dashboard/cic-dashboard.component';
+import { CicFetchLogComponent } from './cic-fetch-log/cic-fetch-log.component';
+
+const routes: Routes = [
+  Route.withShell([
+    {
+      path: 'credit-bureau',
+      data: { title: 'Credit Bureau', breadcrumb: 'Credit Bureau' },
+      children: [
+        {
+          path: '',
+          redirectTo: 'dashboard',
+          pathMatch: 'full'
+        },
+        {
+          path: 'dashboard',
+          component: CicDashboardComponent,
+          data: { title: 'Credit Bureau Dashboard', breadcrumb: 'Dashboard' }
+        },
+        {
+          path: 'fetch-log',
+          component: CicFetchLogComponent,
+          data: { title: 'Fetch Log', breadcrumb: 'Fetch Log' }
+        },
+        // The bureaus are set up, whitelisted and mapped under API Management like every other vendor.
+        { path: 'bureaus', redirectTo: '/api-management/vendors', pathMatch: 'full' },
+        { path: 'api-mapping', redirectTo: '/api-management/vendors', pathMatch: 'full' }
+      ]
+    }
+  ])
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class CreditBureauRoutingModule {}

src/app/credit-bureau/credit-bureau.module.ts

@@ -0,0 +1,36 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { NgModule } from '@angular/core';
+
+import { SharedModule } from '../shared/shared.module';
+import { CreditBureauRoutingModule } from './credit-bureau-routing.module';
+import { CicDashboardComponent } from './cic-dashboard/cic-dashboard.component';
+import { CicFetchLogComponent } from './cic-fetch-log/cic-fetch-log.component';
+import { CicAlertDetailComponent } from './cic-alert-detail/cic-alert-detail.component';
+import { CicService } from './cic.service';
+import { CicStaticService } from './cic-static.service';
+
+/**
+ * CIC / credit bureau (CIBIL, Experian, Equifax, CRIF) - its own top-level menu: enquiry alerts on our customers from
+ * other lenders and the fetch log. Each bureau's connection, whitelist and API mapping live under API Management.
+ */
+@NgModule({
+  imports: [
+    SharedModule,
+    CreditBureauRoutingModule,
+    CicDashboardComponent,
+    CicFetchLogComponent,
+    CicAlertDetailComponent
+  ],
+  providers: [
+    // Static demo data, no backend call. Remove this line to use the real /v1/cic API again.
+    { provide: CicService, useClass: CicStaticService }
+  ]
+})
+export class CreditBureauModule {}

src/app/current-accounts/current-account-view/transactions-tab/transactions-tab.component.html

@@ -135,18 +135,6 @@
               <mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
               <span>{{ 'labels.text.View Transaction' | translate }}</span>
             </button>
-            @if (!transaction.reversed) {
-              <span>
-                <button
-                  mat-menu-item
-                  *mifosxHasPermission="'ADJUSTTRANSACTION_CURRENTACCOUNT'"
-                  (click)="undoTransaction(transaction, $event)"
-                >
-                  <mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
-                  <span>{{ 'tooltips.Undo Transaction' | translate }}</span>
-                </button>
-              </span>
-            }
             <button
               mat-menu-item
               class="account-action-button"

src/app/current-accounts/current-account-view/transactions/view-transaction/current-accounts-transaction-general-tab/current-accounts-transaction-general-tab.component.html

@@ -40,18 +40,6 @@
       </button>
     </span>
   }
-  @if (allowUndo()) {
-    <span>
-      <button
-        mat-raised-button
-        color="warn"
-        *mifosxHasPermission="'UNDOTRANSACTION_CURRENTACCOUNT'"
-        (click)="undoTransaction()"
-      >
-        <fa-icon icon="undo" class="m-r-10"></fa-icon>{{ 'labels.buttons.Undo' | translate }}
-      </button>
-    </span>
-  }
 </div>
 
 <div class="container">

src/app/deposits/daily-transaction-entry/apply-dds-receipt-dialog/apply-dds-receipt-dialog.component.html

@@ -0,0 +1,381 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="dialog-wrapper">
+  <div class="dialog-header">
+    <div class="header-icon">
+      <mat-icon>account_balance_wallet</mat-icon>
+    </div>
+    <div class="header-text">
+      <h2>Apply DDS Receipt</h2>
+      <p>
+        Agent <strong class="mono">{{ data.agentCode }}</strong> · {{ data.agentName }}
+        @if (data.glCode) {
+          · GL <strong class="mono">{{ data.glCode }}</strong>
+        }
+      </p>
+    </div>
+    <button type="button" mat-icon-button class="header-close" [mat-dialog-close]="false" aria-label="Close">
+      <mat-icon>close</mat-icon>
+    </button>
+  </div>
+
+  <mat-dialog-content class="dialog-body">
+    @if (loading) {
+      <div class="state-block">
+        <mat-spinner diameter="30"></mat-spinner>
+        <span>Loading entries and receipts…</span>
+      </div>
+    } @else {
+      <!-- What the picked vouchers have to cover, and whether they do. -->
+      <div class="sc-card">
+        <div class="sc-row" [class.sc-ok]="canApply" [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0">
+          <div class="sc-left">
+            <span class="sc-label">Collections up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</span>
+            <span class="sc-sub"
+              >{{ pickedEntryCount }} {{ pickedEntryCount === 1 ? 'entry' : 'entries' }} to settle</span
+            >
+          </div>
+          <div class="sc-right">
+            <span class="sc-val">{{ required | number: '1.2-2' }}</span>
+          </div>
+        </div>
+        <div
+          class="sc-row sc-sep"
+          [class.sc-ok]="canApply"
+          [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0"
+        >
+          <div class="sc-left">
+            <span class="sc-label">Vouchers picked</span>
+            <span class="sc-sub"
+              >{{ pickedReceipts.size }} {{ pickedReceipts.size === 1 ? 'voucher' : 'vouchers' }}</span
+            >
+          </div>
+          <div class="sc-right">
+            <span
+              class="sc-val"
+              [class.sc-val-ok]="canApply"
+              [class.sc-val-bad]="pickedReceipts.size > 0 && difference !== 0"
+            >
+              {{ received | number: '1.2-2' }}
+            </span>
+            @if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference < 0) {
+              <span class="sc-tag sc-tag-bad">Short {{ -difference | number: '1.2-2' }}</span>
+            } @else if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference > 0) {
+              <span class="sc-tag sc-tag-bad">Over {{ difference | number: '1.2-2' }}</span>
+            } @else if (canApply) {
+              <span class="sc-tag sc-tag-ok">✓ Matches</span>
+            }
+          </div>
+        </div>
+
+        <div class="sc-total-row" [class.sc-total-ok]="canApply">
+          <span class="sc-total-lbl">Total to Apply</span>
+          <div class="sc-total-nums">
+            <span class="sc-total-req mono">{{ required | number: '1.2-2' }}</span>
+            <span class="sc-arrow">→</span>
+            <span class="sc-total-got mono" [class.sc-total-got-ok]="canApply">{{ received | number: '1.2-2' }}</span>
+            <span class="sc-status-pill" [class.sc-pill-ok]="canApply" [class.sc-pill-pending]="!canApply">
+              {{ canApply ? '✓ Ready' : 'Pending' }}
+            </span>
+          </div>
+        </div>
+      </div>
+
+      <!-- ── 1: the days the agent wrote down ──────────────────────────────────── -->
+      <section class="slot">
+        <header class="slot-head">
+          <span class="slot-step">1</span>
+          <div class="slot-title">
+            <h3>Outstanding up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</h3>
+            <p>Everything the agent wrote down and has not handed in, day by day. Open a day to see its lines.</p>
+          </div>
+        </header>
+
+        @if (days.length) {
+          <ul class="options">
+            @for (day of days; track day.date) {
+              <li class="option" (click)="toggleOpen(day, $event)">
+                <div class="option-main">
+                  <span class="option-voucher mono">{{ day.date | date: 'dd/MM/yyyy' }}</span>
+                  <span class="option-meta"
+                    >{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}</span
+                  >
+                </div>
+                <span class="option-amount mono">{{ day.total | number: '1.2-2' }}</span>
+                <button
+                  type="button"
+                  class="option-info"
+                  (click)="toggleOpen(day, $event)"
+                  aria-label="Show the day's lines"
+                >
+                  <mat-icon>{{ openDay === day.date ? 'expand_less' : 'expand_more' }}</mat-icon>
+                </button>
+              </li>
+              @if (openDay === day.date) {
+                <li class="day-lines">
+                  @if (day.entries.length > 8) {
+                    <input
+                      class="day-search"
+                      type="text"
+                      [(ngModel)]="daySearch"
+                      placeholder="Search party code or name"
+                      autocomplete="off"
+                    />
+                  }
+                  <div class="day-scroll">
+                    <table class="entries">
+                      <tbody>
+                        @for (entry of visibleEntries(day); track entry.id) {
+                          <tr>
+                            <td class="entry-code">{{ entry.partyCode }}</td>
+                            <td class="entry-name">{{ entry.partyName }}</td>
+                            <td>
+                              {{ entry.transactionMode }}
+                              @if (entry.advanceDays) {
+                                · {{ entry.advanceDays }}d advance
+                              }
+                              @if (entry.arrearsDays) {
+                                · {{ entry.arrearsDays }}d previous
+                              }
+                            </td>
+                            <td class="num mono">{{ entry.amount | number: '1.2-2' }}</td>
+                          </tr>
+                        } @empty {
+                          <tr>
+                            <td colspan="4" class="entry-name">No line matches.</td>
+                          </tr>
+                        }
+                      </tbody>
+                    </table>
+                  </div>
+                </li>
+              }
+            }
+          </ul>
+        } @else {
+          <p class="slot-empty">
+            {{ data.agentName }} has nothing outstanding for {{ data.entryDate | date: 'dd/MM/yyyy' }}. Change the date
+            on the screen to the day the entries were written.
+          </p>
+        }
+      </section>
+
+      <!-- ── 2: the cashier's receipts ─────────────────────────────────────────── -->
+      <section class="slot">
+        <header class="slot-head">
+          <span class="slot-step">2</span>
+          <div class="slot-title">
+            <h3>DDS Cash Receipts</h3>
+            <p>Tick the vouchers. Posts Dr Agent GL / Cr DDS Customer Deposits.</p>
+          </div>
+          <button type="button" class="slot-search" (click)="openSearch()">
+            <mat-icon>search</mat-icon>
+            <span>Find by voucher</span>
+          </button>
+        </header>
+
+        @if (available.length) {
+          <ul class="options">
+            @for (option of available; track option.id) {
+              <li class="option" [class.option-picked]="pickedReceipts.has(option.id)" (click)="toggleReceipt(option)">
+                <mat-icon class="option-check">{{
+                  pickedReceipts.has(option.id) ? 'check_box' : 'check_box_outline_blank'
+                }}</mat-icon>
+                <div class="option-main">
+                  <span class="option-voucher mono">{{ option.voucherNo }}</span>
+                  <span class="option-meta">{{ option.txnDate }} · {{ glLabel(option) }}</span>
+                  @if (option.description) {
+                    <span class="option-desc">{{ option.description }}</span>
+                  }
+                </div>
+                <span class="option-amount mono">{{ option.amount | number: '1.2-2' }}</span>
+                <button type="button" class="option-info" (click)="openDetail(option, $event)" aria-label="GL entries">
+                  <mat-icon>receipt_long</mat-icon>
+                </button>
+              </li>
+            }
+          </ul>
+        } @else {
+          <p class="slot-empty">
+            No DDS receipt is waiting on this agent's GL account. Collect the cash at
+            <em>Cashier › Transaction Entry</em> with entry type <strong>DDS</strong> and have the manager approve it,
+            or find an earlier voucher by number.
+          </p>
+        }
+
+        @if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference !== 0) {
+          <p class="slot-note note-bad">
+            The vouchers ({{ received | number: '1.2-2' }}) have to match the day's entries ({{
+              required | number: '1.2-2'
+            }}) exactly, so every customer is credited what the agent wrote down.
+          </p>
+        }
+      </section>
+
+      @if (errorMsg && !searchOpen) {
+        <div class="alert">
+          <mat-icon>error_outline</mat-icon>
+          <span>{{ errorMsg }}</span>
+        </div>
+      }
+    }
+  </mat-dialog-content>
+
+  <mat-dialog-actions class="dialog-actions">
+    <button type="button" mat-stroked-button [mat-dialog-close]="false" [disabled]="submitting">Cancel</button>
+    <button type="button" mat-flat-button color="primary" [disabled]="!canApply" (click)="apply()">
+      @if (submitting) {
+        <mat-spinner diameter="16"></mat-spinner>
+        <span>Applying…</span>
+      } @else {
+        <mat-icon>check</mat-icon>
+        <span>Apply Receipt</span>
+      }
+    </button>
+  </mat-dialog-actions>
+</div>
+
+<!-- ── Find a voucher the list does not carry ───────────────────────────────── -->
+@if (searchOpen) {
+  <div class="overlay" (click)="closeSearch()">
+    <div class="popup" (click)="$event.stopPropagation()">
+      <header class="popup-head">
+        <h3>Find a DDS receipt</h3>
+        <button type="button" mat-icon-button (click)="closeSearch()" aria-label="Close">
+          <mat-icon>close</mat-icon>
+        </button>
+      </header>
+
+      <div class="popup-body">
+        <label class="field">
+          <span>GL Account</span>
+          <div class="field-readonly mono">{{ data.glCode || '—' }} · {{ data.agentCode }}</div>
+        </label>
+
+        <label class="field">
+          <span>Voucher No.</span>
+          <input
+            type="text"
+            [(ngModel)]="searchVoucherNo"
+            placeholder="CR/24092026/0001"
+            (keyup.enter)="runSearch()"
+            autocomplete="off"
+          />
+        </label>
+
+        @if (errorMsg) {
+          <div class="alert">
+            <mat-icon>error_outline</mat-icon>
+            <span>{{ errorMsg }}</span>
+          </div>
+        }
+      </div>
+
+      <footer class="popup-foot">
+        <button type="button" mat-stroked-button (click)="closeSearch()">Cancel</button>
+        <button
+          type="button"
+          mat-flat-button
+          color="primary"
+          [disabled]="!searchVoucherNo.trim() || searching"
+          (click)="runSearch()"
+        >
+          @if (searching) {
+            <mat-spinner diameter="16"></mat-spinner>
+          } @else {
+            <span>Find &amp; Use</span>
+          }
+        </button>
+      </footer>
+    </div>
+  </div>
+}
+
+<!-- ── A receipt's own GL entries ───────────────────────────────────────────── -->
+@if (viewing) {
+  <div class="overlay" (click)="closeDetail()">
+    <div class="popup" (click)="$event.stopPropagation()">
+      <header class="popup-head">
+        <h3>
+          Voucher <span class="mono">{{ viewing.voucherNo }}</span>
+        </h3>
+        <button type="button" mat-icon-button (click)="closeDetail()" aria-label="Close">
+          <mat-icon>close</mat-icon>
+        </button>
+      </header>
+
+      <div class="popup-body">
+        <dl class="detail-list">
+          <div>
+            <dt>Date</dt>
+            <dd class="mono">{{ viewing.txnDate }}</dd>
+          </div>
+          <div>
+            <dt>Amount</dt>
+            <dd class="mono">{{ viewing.amount | number: '1.2-2' }}</dd>
+          </div>
+          <div>
+            <dt>GL Account</dt>
+            <dd>{{ glLabel(viewing) }}</dd>
+          </div>
+          @if (viewing.cashierName) {
+            <div>
+              <dt>Collected By</dt>
+              <dd>{{ viewing.cashierName }}</dd>
+            </div>
+          }
+          @if (viewing.managerName) {
+            <div>
+              <dt>Approved By</dt>
+              <dd>{{ viewing.managerName }}</dd>
+            </div>
+          }
+          @if (viewing.description) {
+            <div>
+              <dt>Description</dt>
+              <dd>{{ viewing.description }}</dd>
+            </div>
+          }
+        </dl>
+
+        <h4 class="detail-heading">Journal Entries</h4>
+        @if (loadingGlEntries) {
+          <div class="state-block"><mat-spinner diameter="22"></mat-spinner></div>
+        } @else if (viewingGlEntries?.length) {
+          <table class="gl-table">
+            <thead>
+              <tr>
+                <th>Account</th>
+                <th class="num">Debit</th>
+                <th class="num">Credit</th>
+              </tr>
+            </thead>
+            <tbody>
+              @for (entry of viewingGlEntries; track entry.id) {
+                <tr>
+                  <td>
+                    <span class="mono">{{ entry.glCode }}</span> {{ entry.glName }}
+                  </td>
+                  <td class="num mono">{{ entry.drCr === 'DR' ? (entry.amount | number: '1.2-2') : '' }}</td>
+                  <td class="num mono">{{ entry.drCr === 'CR' ? (entry.amount | number: '1.2-2') : '' }}</td>
+                </tr>
+              }
+            </tbody>
+          </table>
+        } @else {
+          <p class="slot-empty">No journal entries are recorded against this receipt.</p>
+        }
+      </div>
+
+      <footer class="popup-foot">
+        <button type="button" mat-stroked-button (click)="closeDetail()">Close</button>
+      </footer>
+    </div>
+  </div>
+}

src/app/deposits/daily-transaction-entry/apply-dds-receipt-dialog/apply-dds-receipt-dialog.component.scss

@@ -0,0 +1,95 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// The same look as Apply Additional Shares, on purpose: both apply a cashier's receipt to what it was
+// collected for, and the counter should meet one screen, not two. Used as it is, never changed here.
+@use '../../../shares/share-dialog.shared' as *;
+
+:host {
+  display: block;
+  width: 100%;
+}
+
+// The agent's outstanding lines - read only, what the receipt has to cover.
+.entries {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 13px;
+
+  td {
+    padding: 7px 4px;
+    border-bottom: 1px solid #eef2f7;
+  }
+
+  tr:last-child td {
+    border-bottom: none;
+  }
+
+  .entry-date {
+    color: #64748b;
+    white-space: nowrap;
+  }
+
+  .entry-code {
+    font-weight: 600;
+    white-space: nowrap;
+  }
+
+  .entry-name {
+    color: #475569;
+  }
+
+  .num {
+    text-align: right;
+    white-space: nowrap;
+  }
+}
+
+// Days and vouchers are ticked, any number of each - a check box where the share dialog has a radio.
+.option-check {
+  color: #94a3b8;
+  flex-shrink: 0;
+}
+
+.option-picked {
+  border-color: #2563eb !important;
+  background: #eff6ff !important;
+
+  .option-check {
+    color: #2563eb;
+  }
+}
+
+// A day's own lines, opened under it. Scrolls inside itself, so a thousand customers do not make the
+// dialog a thousand lines tall.
+.day-lines {
+  list-style: none;
+  padding: 6px 10px 10px 42px;
+}
+
+.day-search {
+  width: 100%;
+  margin-bottom: 6px;
+  padding: 6px 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: 6px;
+  font: inherit;
+  font-size: 13px;
+}
+
+.day-scroll {
+  max-height: 240px;
+  overflow-y: auto;
+}
+
+.field-readonly {
+  padding: 8px 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: 6px;
+  background: #f8fafc;
+}

src/app/deposits/daily-transaction-entry/apply-dds-receipt-dialog/apply-dds-receipt-dialog.component.ts

@@ -0,0 +1,351 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
+import { MatButtonModule } from '@angular/material/button';
+import { MatIconModule } from '@angular/material/icon';
+import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
+import { catchError } from 'rxjs/operators';
+import { of } from 'rxjs';
+import { OrganizationService } from 'app/organization/organization.service';
+import { SettingsService } from 'app/settings/settings.service';
+
+/** One day of an agent's outstanding entries, as the dialog lists them. */
+export interface EntryDay {
+  date: string;
+  entries: any[];
+  total: number;
+}
+
+/**
+ * Applies the cashier's DDS receipts to an agent's outstanding collections.
+ *
+ * The agent's cash is already in the bank: the cashier took it at the counter into the agent's own GL
+ * account, tagged DDS, and the manager approved it. Applying it here hands the money on to the
+ * customers the agent wrote down - Dr the agent's GL, Cr DDS Customer Deposits - and each entry is
+ * settled against the application. The same screen as Apply Additional Shares.
+ *
+ * Everything outstanding up to the day chosen on the screen, shown a day at a time - nothing to tick,
+ * because what the agent wrote down is settled whole, and an agent who comes in after several days
+ * brings several days' cash. The vouchers are ticked, since a day's
+ * cash can come in more than one visit. They have to agree exactly: what the agent wrote down is what
+ * each customer is owed, so vouchers short of it leave somebody uncredited and vouchers over it leave
+ * money nobody can place.
+ *
+ * The day is shown totalled and its lines opened only when asked for - an agent with a thousand
+ * customers is a thousand lines, and the day's total is what the counter is checking.
+ */
+@Component({
+  selector: 'mifosx-apply-dds-receipt-dialog',
+  templateUrl: './apply-dds-receipt-dialog.component.html',
+  styleUrls: ['./apply-dds-receipt-dialog.component.scss'],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatDialogModule,
+    MatButtonModule,
+    MatIconModule,
+    MatProgressSpinnerModule
+  ]
+})
+export class ApplyDdsReceiptDialogComponent implements OnInit {
+  private organizationService = inject(OrganizationService);
+  private settingsService = inject(SettingsService);
+
+  public dialogRef = inject(MatDialogRef<ApplyDdsReceiptDialogComponent>);
+  public data = inject<{
+    agentId: number;
+    agentCode: string;
+    agentName: string;
+    glCode: string | null;
+    entryDate: string;
+  }>(MAT_DIALOG_DATA);
+
+  loadingEntries = true;
+  loadingReceipts = true;
+  submitting = false;
+  errorMsg = '';
+
+  /** The chosen day's outstanding entries - one day, or none when nothing is outstanding on it. */
+  days: EntryDay[] = [];
+
+  /** DDS receipts on the agent's GL account, approved and not yet applied. */
+  available: any[] = [];
+
+  /**
+   * The day is settled whole, so it is always included. The vouchers are the clerk's choice, and none
+   * is picked for them even when only one is listed.
+   */
+  pickedDays = new Set<string>();
+  pickedReceipts = new Set<number>();
+
+  /** The day whose lines are open, and the search within it. */
+  openDay: string | null = null;
+  daySearch = '';
+
+  get loading(): boolean {
+    return this.loadingEntries || this.loadingReceipts;
+  }
+
+  ngOnInit(): void {
+    // Everything outstanding up to the chosen date, whatever day it was written - an agent's cash for
+    // several days arrives in one visit, and all of it is settled together.
+    this.organizationService
+      .getAgentPendingCollections(this.data.agentId)
+      .pipe(
+        catchError((err) => {
+          this.errorMsg = this.readError(err, "Could not load the agent's entries.");
+          return of(null);
+        })
+      )
+      .subscribe((res: any) => {
+        this.days = groupByDay(
+          (res?.entries || []).filter(
+            (entry: any) => entry.status === 'PENDING' && String(entry.entryDate) <= this.data.entryDate
+          )
+        );
+        this.pickedDays = new Set(this.days.map((day) => day.date));
+        this.loadingEntries = false;
+      });
+
+    this.organizationService
+      .getAgentCashReceipts(this.data.agentId)
+      .pipe(
+        catchError((err) => {
+          this.errorMsg = this.readError(err, 'Could not load the available receipts.');
+          return of([]);
+        })
+      )
+      .subscribe((rows: any) => {
+        this.available = Array.isArray(rows) ? rows : [];
+        this.loadingReceipts = false;
+      });
+  }
+
+  // ── Picking ─────────────────────────────────────────────────────────────────────────────────
+
+  toggleReceipt(receipt: any): void {
+    if (this.submitting) {
+      return;
+    }
+    this.pickedReceipts.has(receipt.id) ? this.pickedReceipts.delete(receipt.id) : this.pickedReceipts.add(receipt.id);
+  }
+
+  toggleOpen(day: EntryDay, event: Event): void {
+    event.stopPropagation();
+    this.openDay = this.openDay === day.date ? null : day.date;
+    this.daySearch = '';
+  }
+
+  /** The open day's lines, narrowed by party code or name. */
+  visibleEntries(day: EntryDay): any[] {
+    const term = this.daySearch.trim().toLowerCase();
+    if (!term) {
+      return day.entries;
+    }
+    return day.entries.filter(
+      (entry: any) =>
+        String(entry.partyCode || '')
+          .toLowerCase()
+          .includes(term) ||
+        String(entry.partyName || '')
+          .toLowerCase()
+          .includes(term)
+    );
+  }
+
+  // ── What has to be covered ──────────────────────────────────────────────────────────────────
+
+  get entryCount(): number {
+    return this.days.reduce((sum, day) => sum + day.entries.length, 0);
+  }
+
+  get outstandingTotal(): number {
+    return this.days.reduce((sum, day) => sum + day.total, 0);
+  }
+
+  get pickedEntryCount(): number {
+    return this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.entries.length, 0);
+  }
+
+  get required(): number {
+    return round2(this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.total, 0));
+  }
+
+  get received(): number {
+    return round2(
+      this.available.filter((r) => this.pickedReceipts.has(r.id)).reduce((sum, r) => sum + Number(r.amount || 0), 0)
+    );
+  }
+
+  /** Vouchers less entries: below zero they are short, above zero they are over. */
+  get difference(): number {
+    return round2(this.received - this.required);
+  }
+
+  get canApply(): boolean {
+    return this.pickedDays.size > 0 && this.pickedReceipts.size > 0 && this.difference === 0 && !this.submitting;
+  }
+
+  glLabel(option: any): string {
+    return [
+      option?.glCode,
+      option?.glName
+    ]
+      .filter(Boolean)
+      .join(' — ');
+  }
+
+  // ── Voucher search, for a receipt the list does not carry ───────────────────────────────────
+
+  searching = false;
+  searchOpen = false;
+  searchVoucherNo = '';
+
+  openSearch(): void {
+    this.searchOpen = true;
+    this.searchVoucherNo = '';
+    this.errorMsg = '';
+  }
+
+  closeSearch(): void {
+    this.searchOpen = false;
+    this.errorMsg = '';
+  }
+
+  /**
+   * Finds one voucher on the agent's GL account and, when it cannot be used, says why - not taken as
+   * DDS, not approved yet, or already applied - rather than simply not finding it.
+   */
+  runSearch(): void {
+    const voucher = this.searchVoucherNo.trim();
+    if (!voucher || this.searching) {
+      return;
+    }
+    this.searching = true;
+    this.errorMsg = '';
+    this.organizationService
+      .getAgentCashReceipts(this.data.agentId, voucher)
+      .pipe(
+        catchError((err) => {
+          this.errorMsg = this.readError(err, `Voucher ${voucher} could not be looked up.`);
+          return of(null);
+        })
+      )
+      .subscribe((rows: any) => {
+        this.searching = false;
+        if (rows === null) {
+          return;
+        }
+        const found = (Array.isArray(rows) ? rows : [])[0];
+        if (!found) {
+          this.errorMsg = `Voucher ${voucher} is not on ${this.data.agentCode}'s GL account ${this.data.glCode || ''}.`;
+        } else if (found.entryType !== 'DDS') {
+          this.errorMsg = `Voucher ${voucher} was taken as "${found.entryType || 'untagged'}", not DDS. Ask the cashier to correct the entry type.`;
+        } else if (found.status !== 'APPROVED') {
+          this.errorMsg = `Voucher ${voucher} is ${found.status}. It can be applied once the manager approves it.`;
+        } else if (found.applied) {
+          this.errorMsg = `Voucher ${voucher} has already been applied.`;
+        } else {
+          this.available = [
+            found,
+            ...this.available.filter((entry) => entry.id !== found.id)
+          ];
+          this.pickedReceipts.add(found.id);
+          this.searchOpen = false;
+        }
+      });
+  }
+
+  // ── A receipt's own GL entries ──────────────────────────────────────────────────────────────
+
+  viewing: any = null;
+  viewingGlEntries: any[] | null = null;
+  loadingGlEntries = false;
+
+  openDetail(option: any, event: Event): void {
+    event.stopPropagation();
+    this.viewing = option;
+    this.viewingGlEntries = null;
+    this.loadingGlEntries = true;
+    this.organizationService
+      .getCashReceiptGlEntries(option.id)
+      .pipe(catchError(() => of([])))
+      .subscribe((rows: any) => {
+        this.viewingGlEntries = Array.isArray(rows) ? rows : [];
+        this.loadingGlEntries = false;
+      });
+  }
+
+  closeDetail(): void {
+    this.viewing = null;
+    this.viewingGlEntries = null;
+  }
+
+  // ── Submission ──────────────────────────────────────────────────────────────────────────────
+
+  apply(): void {
+    if (!this.canApply) {
+      return;
+    }
+    this.submitting = true;
+    this.errorMsg = '';
+    const vouchers = this.available.filter((r) => this.pickedReceipts.has(r.id)).map((r) => r.voucherNo);
+    const entries = this.pickedEntryCount;
+    const amount = this.required;
+    this.organizationService
+      .settleAgentCollections({
+        agentId: Number(this.data.agentId),
+        cashierDepositRequestIds: Array.from(this.pickedReceipts),
+        entryDates: Array.from(this.pickedDays),
+        locale: this.settingsService.language.code
+      })
+      .pipe(
+        catchError((err) => {
+          this.errorMsg = this.readError(err, 'The receipts could not be applied.');
+          this.submitting = false;
+          return of(null);
+        })
+      )
+      .subscribe((res: any) => {
+        if (res) {
+          this.dialogRef.close({ vouchers, entries, amount, response: res });
+        }
+      });
+  }
+
+  private readError(err: any, fallback: string): string {
+    return (
+      err?.error?.errors?.[0]?.defaultUserMessage ??
+      err?.error?.defaultUserMessage ??
+      err?.error?.developerMessage ??
+      fallback
+    );
+  }
+}
+
+/** Entries grouped by the day they were collected, oldest first, each day totalled. */
+export function groupByDay(entries: any[]): EntryDay[] {
+  const byDay = new Map<string, EntryDay>();
+  for (const entry of entries) {
+    const date = String(entry.entryDate);
+    const day = byDay.get(date) ?? { date, entries: [], total: 0 };
+    day.entries.push(entry);
+    day.total = round2(day.total + Number(entry.amount || 0));
+    byDay.set(date, day);
+  }
+  return Array.from(byDay.values()).sort((a, b) => a.date.localeCompare(b.date));
+}
+
+function round2(value: number): number {
+  return Math.round(value * 100) / 100;
+}

src/app/deposits/daily-transaction-entry/daily-transaction-entry.component.html

@@ -0,0 +1,468 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="dte-container">
+  <div class="dte-header">
+    <button mat-stroked-button [routerLink]="['../']" class="dte-back">
+      <i class="fas fa-arrow-left"></i> Deposits
+    </button>
+    <h2 class="dte-header__title">Daily Transaction Detail</h2>
+  </div>
+
+  <div class="dte-card">
+    <form [formGroup]="entryForm">
+      <div class="dte-info-panels">
+        <div class="dte-info-panel">
+          <div class="dte-info-panel__title">Agent Information</div>
+          <dl>
+            <dt>Name</dt>
+            <dd>{{ agentInfo.name || '—' }}</dd>
+            <dt>Address</dt>
+            <dd>{{ agentInfo.address || '—' }}</dd>
+            <dt>City</dt>
+            <dd>{{ agentInfo.city || '—' }}</dd>
+            <dt>A/C</dt>
+            <dd>{{ agentInfo.accountNo || '—' }}</dd>
+            <dt>Guarantor</dt>
+            <dd>{{ agentInfo.guarantor1 || '—' }}</dd>
+            <dt>Guarantor</dt>
+            <dd>{{ agentInfo.guarantor2 || '—' }}</dd>
+            <dt>Curr Bal</dt>
+            <dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
+          </dl>
+        </div>
+
+        <div class="dte-info-panel">
+          <div class="dte-info-panel__title">Party Information</div>
+          @if (partyInfo) {
+            <dl>
+              <dt>Client Id</dt>
+              <dd>{{ partyInfo.clientId }}</dd>
+              <dt>Name</dt>
+              <dd>{{ partyInfo.partyName }}</dd>
+              <dt>Address</dt>
+              <dd>{{ partyInfo.address1 || '—' }}</dd>
+              <dt>City</dt>
+              <dd>{{ partyInfo.city || '—' }}</dd>
+              <dt>Op. Date</dt>
+              <dd>{{ partyInfo.openingDate ? (partyInfo.openingDate | dateFormat) : '—' }}</dd>
+              <dt>Maturity</dt>
+              <dd>{{ partyInfo.maturityDate ? (partyInfo.maturityDate | dateFormat) : '—' }}</dd>
+              <dt>Daily Depo</dt>
+              <dd>{{ partyInfo.dailyDepositAmount | number: '1.2-2' }}</dd>
+              <dt>Ledger</dt>
+              <dd>{{ partyInfo.ledgerNo || '—' }}</dd>
+              <dt>Aadhar No</dt>
+              <dd>{{ partyInfo.aadharNo || '—' }}</dd>
+              <dt>Curr Bal</dt>
+              <dd>{{ partyInfo.currentBalance | number: '1.2-2' }}</dd>
+              <!--
+                What should have been collected by today against what has been. Beside the balance
+                rather than instead of it: the balance is what the customer holds, this is whether
+                they have kept to the scheme.
+              -->
+              <dt>Due So Far</dt>
+              <dd>{{ partyInfo.expectedToDate | number: '1.2-2' }}</dd>
+              <dt>Collected</dt>
+              <dd>{{ partyInfo.collectedToDate | number: '1.2-2' }}</dd>
+              @if (schedule(partyInfo); as sched) {
+                <dt [class]="'dte-sched dte-sched--' + sched.state">Schedule</dt>
+                <dd [class]="'dte-sched dte-sched--' + sched.state">{{ sched.text }}</dd>
+              }
+              <dt class="dte-after">Bal. After This Tr</dt>
+              <dd class="dte-after">{{ partyBalanceAfter | number: '1.2-2' }}</dd>
+            </dl>
+          } @else {
+            <p class="dte-info-panel__hint">
+              Pick a party in a collection row below — this panel shows whose account it is and what the balance
+              becomes.
+            </p>
+          }
+        </div>
+      </div>
+
+      <div class="dte-controls">
+        <mat-form-field appearance="outline" class="dte-field dte-field--agent">
+          <mat-label>Agent</mat-label>
+          <mat-select required formControlName="agentId" (selectionChange)="loadAgent()">
+            @for (agent of selectableAgents; track agent.id) {
+              <mat-option [value]="agent.id">
+                {{ agent.agentCode }} · {{ agent.agentNameId }}
+                @if (!agent.active) {
+                  <span class="dte-agent-off">— not collecting</span>
+                }
+              </mat-option>
+            }
+          </mat-select>
+          @if (selectableAgents.length === 0) {
+            <mat-hint class="dte-hint--missing">No active agent on file</mat-hint>
+          } @else if (pickedAgentIsInactive) {
+            <!-- Only reachable on a settlement: this agent no longer collects, but the cash they
+                 already hold still has to be able to reach a branch. -->
+            <mat-hint class="dte-hint--missing">This agent no longer collects — settling held cash only</mat-hint>
+          } @else if (agentInfo.name) {
+            <mat-hint class="dte-hint--found">
+              {{ agentParties.length }} {{ agentParties.length === 1 ? 'party' : 'parties' }} to collect from
+            </mat-hint>
+          }
+        </mat-form-field>
+
+        <mat-form-field appearance="outline" class="dte-field">
+          <mat-label>Date</mat-label>
+          <!-- The date picks out a round, not just a posting date: a Party Tran settles whatever
+               the agent wrote down for that day, so changing it has to fetch that day's list. -->
+          <input
+            matInput
+            required
+            [matDatepicker]="txnDatePicker"
+            formControlName="transactionDate"
+            (dateChange)="loadPendingEntries(); loadAgentMoney()"
+          />
+          <mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
+          <mat-datepicker #txnDatePicker></mat-datepicker>
+        </mat-form-field>
+
+        <mat-form-field appearance="outline" class="dte-field">
+          <mat-label>Tran. Type</mat-label>
+          <mat-select required formControlName="transactionType">
+            @for (type of transactionTypes; track type.label) {
+              <mat-option [value]="type.label" [disabled]="!type.supported">
+                {{ type.label }}
+                @if (!type.supported) {
+                  <span class="dte-soon"> — not available yet</span>
+                }
+              </mat-option>
+            }
+          </mat-select>
+        </mat-form-field>
+      </div>
+
+      <!--
+        What the agent wrote down on their round, waiting to be counted.
+
+        This used to be an empty grid the clerk typed the round into, and typing it posted it: a
+        customer was credited the moment a line was keyed, whether or not the cash behind it ever
+        reached the branch. The agent records their own collections now, and what the clerk does here
+        is agree with them - so there is nothing to type, only a list to check against a bag of cash.
+      -->
+      @if (isPartyTran && agentInfo.name) {
+        <div class="dte-section">
+          <div class="dte-section__header">
+            <i class="fas fa-list"></i>
+            <h3>Collections up to {{ entryForm.get('transactionDate')?.value | dateFormat }}</h3>
+            <button mat-stroked-button type="button" class="dte-add-row" (click)="loadPendingEntries()">
+              <i class="fas fa-sync"></i> Refresh
+            </button>
+          </div>
+
+          @if (pendingLoading) {
+            <p class="dte-empty">Reading this agent's entries...</p>
+          } @else if (pendingEntries.length === 0) {
+            <p class="dte-empty">{{ agentInfo.name }} has nothing outstanding up to this date.</p>
+          } @else {
+            @for (entry of pendingEntries; track entry.id) {
+              <div class="dte-pending-row">
+                <!-- The day the agent took it, on the line itself. All the lines carry the date
+                     chosen above, but a row that says so can be read, printed or shown to the agent
+                     on its own without the header to explain it. -->
+                <span class="dte-pending-row__date">{{ entry.entryDate | dateFormat }}</span>
+                <span class="dte-pending-row__code">{{ entry.partyCode }}</span>
+                <span class="dte-pending-row__name">{{ entry.partyName }}</span>
+                <span class="dte-pending-row__mode"
+                  >{{ entry.transactionMode }}
+                  @if (entry.advanceDays) {
+                    · {{ entry.advanceDays }}d advance
+                  }
+                  @if (entry.arrearsDays) {
+                    · {{ entry.arrearsDays }}d previous
+                  }
+                </span>
+                <span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
+              </div>
+            }
+
+            <div class="dte-total">
+              <span>{{ pendingEntries.length }} {{ pendingEntries.length === 1 ? 'entry' : 'entries' }}</span>
+              <strong>{{ pendingTotal | number: '1.2-2' }}</strong>
+            </div>
+
+            <!--
+              The figure the clerk counts against, said in words rather than left as a column total -
+              it is the one number they are acting on, and the rest of the panel is working out.
+
+              It says what the agent wrote down and stops there. The money side - what is owed, what the
+              cashier has taken in, and applying it - is Agent Tran, so each type has one job.
+            -->
+            <p class="dte-expected dte-expected--note">
+              Everything {{ agentInfo.name }} wrote down and has not handed in yet, up to this date, customer by
+              customer. The cash and its receipts are under Agent Tran.
+            </p>
+          }
+        </div>
+      }
+
+      <!--
+        The agent's money: what they owe on everything written down, what the cashier has taken in
+        against it, and what is left.
+
+        This used to be a form the clerk typed an amount into to take the agent's cash in here. The
+        cash is taken at the cashier's counter now, into the agent's own GL account, and one way to take
+        the same cash in is the only safe number of ways - so there is nothing to type. What is done here
+        is applying the cashier's receipts to the customers, in Apply DDS Receipt.
+      -->
+      @if (isAgentTran && agentInfo.name) {
+        <div class="dte-section">
+          <div class="dte-section__header">
+            <i class="fas fa-hand-holding-usd"></i>
+            <h3>Agent's cash</h3>
+            <button mat-stroked-button type="button" class="dte-add-row" (click)="loadAgentMoney()">
+              <i class="fas fa-sync"></i> Refresh
+            </button>
+            <button
+              mat-raised-button
+              color="primary"
+              type="button"
+              class="dte-apply-receipt"
+              (click)="openApplyReceipt()"
+            >
+              <i class="fas fa-receipt"></i> Apply DDS Receipt
+            </button>
+          </div>
+
+          @if (!agentGlCode) {
+            <p class="dte-expected dte-expected--note">
+              {{ agentInfo.name }} has no GL account, so the cashier has nowhere to take their cash. Set one on Agent
+              Master.
+            </p>
+          } @else {
+            <!-- The GL the cashier takes this agent's cash into - the code to key at Transaction Entry. -->
+            <p class="dte-expected">
+              Agent GL: <strong>{{ agentGlCode }}{{ agentGlName ? ' · ' + agentGlName : '' }}</strong> — the cashier
+              takes {{ agentInfo.name }}'s cash into this GL (Entry Type DDS).
+            </p>
+          }
+
+          <div class="dte-money">
+            <div class="dte-money__box">
+              <span class="dte-money__label">To take</span>
+              <strong>{{ agentOwed | number: '1.2-2' }}</strong>
+            </div>
+            <div class="dte-money__box">
+              <span class="dte-money__label">Received (approved)</span>
+              <strong>{{ agentReceived | number: '1.2-2' }}</strong>
+            </div>
+            <div class="dte-money__box" [class.dte-money__box--due]="agentBalance > 0">
+              <span class="dte-money__label">Still to take</span>
+              <strong>{{ agentBalance | number: '1.2-2' }}</strong>
+            </div>
+          </div>
+          @if (agentReceivedBeyondDay > 0) {
+            <p class="dte-expected dte-expected--note">
+              {{ agentReceivedBeyondDay | number: '1.2-2' }} received at the counter is more than everything outstanding
+              up to {{ entryForm.get('transactionDate')?.value | dateFormat }}. Check the voucher was taken for the
+              right agent.
+            </p>
+          }
+          @if (agentWaiting > 0) {
+            <p class="dte-expected dte-expected--note">
+              {{ agentWaiting | number: '1.2-2' }} more is at the counter awaiting the manager's approval.
+            </p>
+          }
+
+          <h4 class="dte-subhead">
+            Outstanding entries up to {{ entryForm.get('transactionDate')?.value | dateFormat }}
+          </h4>
+          @if (agentMoneyLoading) {
+            <p class="dte-empty">Reading this agent's entries...</p>
+          } @else if (agentDays.length === 0) {
+            <p class="dte-empty">{{ agentInfo.name }} has nothing outstanding.</p>
+          } @else {
+            @for (day of agentDays; track day.date) {
+              <div class="dte-pending-row dte-pending-row--day" (click)="toggleAgentDay(day.date)">
+                <span class="dte-pending-row__date">{{ day.date | dateFormat }}</span>
+                <span class="dte-pending-row__name">
+                  {{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}
+                </span>
+                <span class="dte-pending-row__amount">{{ day.total | number: '1.2-2' }}</span>
+                <i [class]="agentOpenDay === day.date ? 'fas fa-chevron-up' : 'fas fa-chevron-down'"></i>
+              </div>
+              @if (agentOpenDay === day.date) {
+                <div class="dte-day-lines">
+                  @for (entry of day.entries; track entry.id) {
+                    <div class="dte-pending-row">
+                      <span class="dte-pending-row__code">{{ entry.partyCode }}</span>
+                      <span class="dte-pending-row__name">{{ entry.partyName }}</span>
+                      <span class="dte-pending-row__mode"
+                        >{{ entry.transactionMode }}
+                        @if (entry.advanceDays) {
+                          · {{ entry.advanceDays }}d advance
+                        }
+                        @if (entry.arrearsDays) {
+                          · {{ entry.arrearsDays }}d previous
+                        }
+                      </span>
+                      <span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
+                    </div>
+                  }
+                </div>
+              }
+            }
+          }
+
+          <h4 class="dte-subhead">Cashier receipts</h4>
+          @if (agentReceipts.length === 0) {
+            <p class="dte-empty">
+              No DDS receipt on {{ agentInfo.name }}'s GL account{{ agentGlCode ? ' ' + agentGlCode : '' }} waiting to
+              be applied.
+            </p>
+          } @else {
+            @for (receipt of agentReceipts; track receipt.id) {
+              <div class="dte-pending-row">
+                <span class="dte-pending-row__code">{{ receipt.voucherNo }}</span>
+                <span class="dte-pending-row__date">{{ receipt.txnDate | dateFormat }}</span>
+                <span class="dte-pending-row__name">{{ receipt.cashierName || '—' }}</span>
+                <span class="dte-status" [class.dte-status--ok]="receipt.status === 'APPROVED'">
+                  {{ receipt.status === 'APPROVED' ? 'Approved' : 'Awaiting manager' }}
+                </span>
+                <span class="dte-pending-row__amount">{{ receipt.amount | number: '1.2-2' }}</span>
+              </div>
+            }
+          }
+        </div>
+      }
+
+      @if (isWithdrawDeposite) {
+        <div class="dte-section">
+          <div class="dte-section__header">
+            <i class="fas fa-exchange-alt"></i>
+            <h3>Withdraw Deposite</h3>
+          </div>
+          <div class="dte-grid">
+            <mat-form-field appearance="outline" class="dte-field">
+              <mat-label>Creditor Party Code</mat-label>
+              <input
+                matInput
+                formControlName="creditorPartyCode"
+                [matAutocomplete]="creditorAuto"
+                #creditorTrigger="matAutocompleteTrigger"
+                (click)="creditorTrigger.openPanel()"
+                (focus)="creditorTrigger.openPanel()"
+                (blur)="settleTransferParty('creditor')"
+                placeholder="Search by code or name…"
+                autocomplete="off"
+              />
+              <mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
+                >arrow_drop_down</mat-icon
+              >
+              <mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
+                @for (party of transferPartyOptions('creditor'); track party.id) {
+                  <mat-option [value]="party.partyCode">
+                    {{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
+                  </mat-option>
+                }
+                @if (transferPartyOptions('creditor').length === 0) {
+                  <mat-option disabled>No open DDS account matches</mat-option>
+                }
+              </mat-autocomplete>
+              <mat-hint>Account the money goes into</mat-hint>
+            </mat-form-field>
+            <mat-form-field appearance="outline" class="dte-field">
+              <mat-label>Creditor Party Name</mat-label>
+              <input matInput formControlName="creditorPartyName" readonly />
+            </mat-form-field>
+            <mat-form-field appearance="outline" class="dte-field">
+              <mat-label>Creditor Curr Bal</mat-label>
+              <input matInput formControlName="creditorPartyBalance" readonly />
+            </mat-form-field>
+
+            <mat-form-field appearance="outline" class="dte-field">
+              <mat-label>Debit Party Code</mat-label>
+              <input
+                matInput
+                formControlName="debitPartyCode"
+                [matAutocomplete]="debitAuto"
+                #debitTrigger="matAutocompleteTrigger"
+                (click)="debitTrigger.openPanel()"
+                (focus)="debitTrigger.openPanel()"
+                (blur)="settleTransferParty('debit')"
+                placeholder="Search by code or name…"
+                autocomplete="off"
+              />
+              <mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); debitTrigger.openPanel()"
+                >arrow_drop_down</mat-icon
+              >
+              <mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
+                @for (party of transferPartyOptions('debit'); track party.id) {
+                  <mat-option [value]="party.partyCode">
+                    {{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
+                  </mat-option>
+                }
+                @if (transferPartyOptions('debit').length === 0) {
+                  <mat-option disabled>No open DDS account matches</mat-option>
+                }
+              </mat-autocomplete>
+              @if (transferToItself) {
+                <mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
+              } @else {
+                <mat-hint>Account the money is taken from</mat-hint>
+              }
+            </mat-form-field>
+            <mat-form-field appearance="outline" class="dte-field">
+              <mat-label>Debit Party Name</mat-label>
+              <input matInput formControlName="debitPartyName" readonly />
+            </mat-form-field>
+            <mat-form-field appearance="outline" class="dte-field">
+              <mat-label>Debit Curr Bal</mat-label>
+              <input matInput formControlName="debitPartyBalance" readonly />
+            </mat-form-field>
+
+            <mat-form-field appearance="outline" class="dte-field">
+              <mat-label>Amount</mat-label>
+              <input matInput type="number" formControlName="withdrawAmount" />
+            </mat-form-field>
+            <mat-form-field appearance="outline" class="dte-field dte-field--wide">
+              <mat-label>Description</mat-label>
+              <input matInput formControlName="withdrawDescription" />
+            </mat-form-field>
+          </div>
+        </div>
+      }
+
+      @if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
+        <div class="dte-section">
+          <p class="dte-empty">
+            "{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
+            the backend distinguishes these transaction types.
+          </p>
+        </div>
+      }
+
+      <div class="dte-action-bar">
+        <button mat-raised-button type="button" (click)="exit()">Exit</button>
+        <button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
+        <button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
+        <button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
+        <button mat-stroked-button type="button" (click)="signature()">Signature</button>
+        <!-- Party Tran and Agent Tran are read here, never saved: the agent writes the round down on
+             their own screen and the cash is taken in at the cashier's counter. Agent Tran applies the
+             cashier's receipts from its own Apply DDS Receipt. Only Withdraw Deposite still saves. -->
+        @if (!isPartyTran && !isAgentTran) {
+          <button
+            mat-raised-button
+            color="primary"
+            type="button"
+            [disabled]="entryForm.invalid || transferToItself"
+            (click)="save()"
+          >
+            Save
+          </button>
+        }
+      </div>
+    </form>
+  </div>
+</div>

src/app/deposits/daily-transaction-entry/daily-transaction-entry.component.scss

@@ -0,0 +1,488 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+$primary: #0f766e;
+
+.dte-container {
+  // Wider than a normal form page: a collection row carries six fields side by side, and a clerk
+  // keying a round should see the whole of it.
+  max-width: 1280px;
+  margin: 0 auto;
+  padding: 20px 16px;
+}
+
+.dte-header {
+  display: flex;
+  align-items: center;
+  gap: 16px;
+  margin-bottom: 20px;
+
+  &__title {
+    margin: 0;
+    font-size: 22px;
+    font-weight: 500;
+  }
+}
+
+.dte-back {
+  color: $primary;
+}
+
+.dte-card {
+  background: var(--md-sys-color-surface, #fff);
+  border-radius: 8px;
+  box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
+  padding: 20px 24px 24px;
+}
+
+.dte-info-panels {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+  gap: 16px;
+  margin-bottom: 20px;
+}
+
+.dte-info-panel {
+  border: 1px solid rgb(0 0 0 / 10%);
+  border-radius: 8px;
+  padding: 12px 16px;
+  background: rgb(15 118 110 / 4%);
+
+  &__title {
+    font-weight: 600;
+    font-size: 13px;
+    text-transform: uppercase;
+    letter-spacing: 0.04em;
+    color: $primary;
+    margin-bottom: 8px;
+  }
+
+  &__hint {
+    margin: 0;
+    color: rgb(0 0 0 / 50%);
+    font-size: 13px;
+  }
+
+  dl {
+    display: grid;
+    grid-template-columns: auto 1fr;
+    gap: 4px 12px;
+    margin: 0;
+  }
+
+  dt {
+    font-weight: 500;
+    color: rgb(0 0 0 / 60%);
+    font-size: 13px;
+  }
+
+  dd {
+    margin: 0;
+    font-size: 13px;
+  }
+}
+
+.dte-controls {
+  display: flex;
+  align-items: flex-start;
+  gap: 12px;
+  flex-wrap: wrap;
+  margin-bottom: 12px;
+}
+
+// A sensible floor for the fields laid out with flex in .dte-controls, where there is room to spare.
+.dte-field {
+  min-width: 180px;
+
+  &--wide {
+    grid-column: span 2;
+  }
+}
+
+// Inside the collection grid the track decides the width, not the field. Left to its own 180px
+// floor a field refuses to shrink into a narrower track and overruns the one beside it.
+.dte-collection-row .dte-field {
+  width: 100%;
+  min-width: 0;
+}
+
+.dte-section {
+  padding: 16px 0;
+  border-top: 1px solid rgb(0 0 0 / 8%);
+  // A very narrow window scrolls the grid sideways rather than the whole page.
+  overflow-x: auto;
+
+  &__header {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    margin-bottom: 16px;
+
+    i {
+      color: $primary;
+    }
+
+    h3 {
+      margin: 0;
+      font-size: 16px;
+      font-weight: 600;
+      flex: 1;
+    }
+  }
+}
+
+.dte-add-row {
+  color: $primary;
+}
+
+.dte-empty {
+  color: rgb(0 0 0 / 50%);
+  font-size: 14px;
+  margin: 0;
+}
+
+.dte-grid {
+  display: grid;
+  grid-template-columns: repeat(3, 1fr);
+  gap: 8px 16px;
+}
+
+/*
+ * One collection per row. Fixed columns rather than an even split, so the row holds its shape as
+ * fields come and go - Cheque No and Token No only appear for a non-cash entry - and the party
+ * picker gets the width its "code · name · daily amount" needs.
+ */
+.dte-collection-row {
+  display: grid;
+  grid-template-columns:
+    minmax(0, 2.2fr) /* Party       */
+    minmax(0, 1fr) /* TRTP        */
+    minmax(0, 1fr) /* AC Type     */
+    minmax(0, 1.4fr) /* A/C No.     */
+    minmax(0, 1fr) /* Amount      */
+    minmax(0, 1.6fr) /* Description */
+    auto; /* remove      */
+
+  gap: 8px 12px;
+  align-items: start;
+  padding: 10px 0;
+  border-top: 1px dashed rgb(0 0 0 / 10%);
+
+  &:first-of-type {
+    border-top: none;
+  }
+
+  // Cheque No and Token No push Description and the remove button onto a second line, which is
+  // what a non-cash entry should look like rather than a row running off the screen.
+  &:has(.dte-field--instrument) {
+    grid-template-columns:
+      minmax(0, 2.2fr) minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.4fr) minmax(0, 1fr)
+      minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.6fr) auto;
+  }
+}
+
+.dte-collection-row .dte-field--wide {
+  grid-column: span 2;
+}
+
+@media (width <= 1200px) {
+  .dte-collection-row,
+  .dte-collection-row:has(.dte-field--instrument) {
+    grid-template-columns: repeat(3, minmax(0, 1fr)) auto;
+  }
+}
+
+.dte-remove-row {
+  color: #b91c1c;
+  margin-top: 8px;
+}
+
+.dte-action-bar {
+  display: flex;
+  justify-content: flex-end;
+  gap: 12px;
+  margin-top: 20px;
+  padding-top: 16px;
+  border-top: 1px solid rgb(0 0 0 / 8%);
+  flex-wrap: wrap;
+}
+
+@media (width <= 1000px) {
+  .dte-info-panels {
+    grid-template-columns: 1fr;
+  }
+
+  .dte-grid {
+    grid-template-columns: repeat(2, 1fr);
+  }
+
+  .dte-collection-row {
+    grid-template-columns: repeat(2, 1fr);
+  }
+}
+
+/* Resolved name under an Agent / Party Code field — the check that the right record was found. */
+.dte-hint--found {
+  color: #15803d;
+  font-weight: 500;
+}
+
+.dte-hint--missing {
+  color: #b91c1c;
+  font-weight: 500;
+}
+
+/* Marks an agent in the list who is no longer collecting - only offered for settlement. */
+.dte-agent-off {
+  color: #b45309;
+  font-size: 12px;
+  font-style: italic;
+  margin-left: 6px;
+}
+
+/* The figure the clerk actually verifies against the passbook before saving. */
+.dte-after {
+  font-weight: 600;
+  color: #0f766e;
+}
+
+/* What the agent should be handing over for this round. */
+.dte-total {
+  display: flex;
+  justify-content: flex-end;
+  align-items: baseline;
+  gap: 14px;
+  padding: 10px 4px 2px;
+  border-top: 1px solid rgb(0 0 0 / 10%);
+  font-size: 0.88rem;
+  color: rgb(0 0 0 / 60%);
+
+  strong {
+    font-size: 1.1rem;
+    color: rgb(0 0 0 / 85%);
+    font-variant-numeric: tabular-nums;
+  }
+}
+
+/* Marks a transaction type the system does not handle yet, so it reads as pending rather than broken. */
+.dte-soon {
+  font-size: 0.78rem;
+  font-style: italic;
+  color: rgb(0 0 0 / 45%);
+}
+
+/*
+ * Marks a party this agent has already collected from today, on the row where it is picked.
+ *
+ * Amber, not red: a customer paying twice in a day is legitimate - arrears, or two days at once -
+ * so this is a second look, not an error. Blocking it would stop real work; saying nothing lets a
+ * whole round be credited twice.
+ */
+.dte-hint--again {
+  color: #b45309;
+  font-weight: 500;
+}
+
+/*
+ * Where a party stands against its instalments. Three states rather than one colour, because they
+ * call for three different things from the clerk: ahead means take nothing, behind means take more
+ * than the daily amount, level means take the daily amount as usual.
+ *
+ * Behind is amber, not red - falling a few days behind is ordinary in daily collection and is the
+ * agent's job to recover, not an error. Red here would cry wolf on most rows.
+ */
+.dte-hint--ahead,
+.dte-sched--ahead {
+  color: #15803d;
+  font-weight: 500;
+}
+
+.dte-hint--behind,
+.dte-sched--behind {
+  color: #b45309;
+  font-weight: 500;
+}
+
+.dte-hint--level,
+.dte-sched--level {
+  color: rgb(0 0 0 / 55%);
+}
+
+/* In the party panel the schedule line carries more weight than the fields around it. */
+.dte-sched {
+  font-weight: 500;
+}
+
+/* Says why a party in the list cannot be picked, beside the party rather than in a tooltip. */
+.dte-covered {
+  color: #15803d;
+  font-size: 0.8rem;
+}
+
+/*
+ * An amount that looks like a slip. Red rather than the amber used for arrears: arrears are ordinary
+ * and the agent's job to recover, while this is a figure that probably was not handed over at all,
+ * and once saved it cannot be taken back. It still does not block - the clerk decides.
+ */
+.dte-hint--overpay {
+  color: #b91c1c;
+  font-weight: 500;
+}
+
+/*
+  The agent's written-down round, as the counter reads it.
+
+  Laid out as lines rather than as the input grid this replaced: there is nothing to fill in here,
+  only a list to check a bag of cash against, and controls would invite editing something the clerk
+  has no business editing.
+*/
+.dte-pending-row {
+  display: flex;
+  align-items: baseline;
+  gap: 12px;
+  padding: 10px 2px;
+  border-bottom: 1px solid rgb(0 0 0 / 8%);
+
+  &:last-of-type {
+    border-bottom: none;
+  }
+
+  /* First, and in the quieter weight: the date is context for the line, not what is being read. */
+  &__date {
+    min-width: 96px;
+    opacity: 0.7;
+    font-variant-numeric: tabular-nums;
+  }
+
+  &__code {
+    font-weight: 600;
+    min-width: 84px;
+  }
+
+  &__name {
+    flex: 1;
+    min-width: 0;
+    overflow: hidden;
+    text-overflow: ellipsis;
+    white-space: nowrap;
+    opacity: 0.75;
+  }
+
+  &__mode {
+    font-size: 12px;
+    text-transform: uppercase;
+    letter-spacing: 0.5px;
+    opacity: 0.6;
+  }
+
+  /* Amounts are read down the column and compared, so the digits have to line up. */
+  &__amount {
+    font-variant-numeric: tabular-nums;
+    font-weight: 600;
+    min-width: 96px;
+    text-align: right;
+  }
+}
+
+/* The one figure the clerk acts on, said as a sentence so it is not read as another column total. */
+.dte-expected {
+  margin: 14px 2px 0;
+  font-size: 14px;
+  line-height: 1.5;
+
+  strong {
+    font-variant-numeric: tabular-nums;
+  }
+}
+
+/* Quieter than the figure above it: a note about how the screen behaves, not part of the count. */
+.dte-expected--note {
+  font-size: 13px;
+  opacity: 0.65;
+  margin-top: 4px;
+}
+
+.dte-apply-receipt {
+  margin-left: 8px;
+}
+
+/* Agent Tran: what the agent owes, what the cashier has taken in, and what is left. */
+.dte-money {
+  display: flex;
+  gap: 12px;
+  margin: 8px 0 12px;
+  flex-wrap: wrap;
+
+  &__box {
+    flex: 1;
+    min-width: 160px;
+    padding: 10px 14px;
+    border: 1px solid rgb(0 0 0 / 10%);
+    border-radius: 8px;
+    display: flex;
+    flex-direction: column;
+    gap: 4px;
+    font-variant-numeric: tabular-nums;
+
+    strong {
+      font-size: 18px;
+    }
+
+    &--due {
+      border-color: rgb(198 40 40 / 40%);
+      background: rgb(198 40 40 / 4%);
+    }
+  }
+
+  &__label {
+    font-size: 12px;
+    opacity: 0.7;
+    text-transform: uppercase;
+    letter-spacing: 0.04em;
+  }
+}
+
+.dte-subhead {
+  margin: 16px 0 4px;
+  font-size: 14px;
+  font-weight: 600;
+}
+
+.dte-pending-row--day {
+  cursor: pointer;
+}
+
+.dte-day-lines {
+  margin-left: 24px;
+  max-height: 280px;
+  overflow-y: auto;
+  border-left: 3px solid rgb(25 118 210 / 30%);
+  padding-left: 10px;
+}
+
+.dte-status {
+  font-size: 12px;
+  padding: 2px 8px;
+  border-radius: 10px;
+  background: rgb(237 108 2 / 12%);
+  color: #b45309;
+
+  &--ok {
+    background: rgb(46 125 50 / 12%);
+    color: #2e7d32;
+  }
+}
+
+.dte-list-arrow {
+  cursor: pointer;
+}
+
+.dte-same-party {
+  color: #c62828;
+  font-weight: 600;
+}

src/app/deposits/daily-transaction-entry/day-collection-dialog/day-collection-dialog.component.html

@@ -0,0 +1,56 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<h2 mat-dialog-title>{{ title }}</h2>
+
+<mat-dialog-content>
+  <mat-form-field appearance="outline" class="dcd-field">
+    <mat-label>Party</mat-label>
+    <mat-select [(ngModel)]="partyCode" (selectionChange)="partyChanged()">
+      @for (p of eligibleParties; track p.id) {
+        <mat-option [value]="p.partyCode">
+          {{ p.partyCode }} · {{ p.partyName }} · Daily {{ p.dailyDepositAmount | number: '1.0-0' }}
+        </mat-option>
+      }
+    </mat-select>
+    @if (eligibleParties.length === 0) {
+      <!-- Only reachable on the arrears side: nobody is behind within the window. -->
+      <mat-hint class="dcd-none">No party has recoverable days</mat-hint>
+    }
+  </mat-form-field>
+
+  <mat-form-field appearance="outline" class="dcd-field">
+    <mat-label>Days</mat-label>
+    <mat-select [(ngModel)]="days" [disabled]="!partyCode">
+      @for (d of dayOptions; track d) {
+        <mat-option [value]="d">{{ d }} {{ d === 1 ? 'day' : 'days' }}</mat-option>
+      }
+    </mat-select>
+    @if (isAdvance) {
+      <mat-hint>Up to 5 days</mat-hint>
+    } @else if (partyCode) {
+      <mat-hint>Only days still within the catch-up window</mat-hint>
+    }
+  </mat-form-field>
+
+  <!--
+    What it comes to, shown before it is added rather than after. The clerk quotes this to the
+    customer, so it has to be the scheme's own figure and has to be visible while deciding.
+  -->
+  @if (amount > 0) {
+    <div class="dcd-amount">
+      <span class="dcd-amount__figure">{{ amount | number: '1.2-2' }}</span>
+      <span class="dcd-amount__basis"> {{ days }} × {{ party?.dailyDepositAmount | number: '1.2-2' }} daily </span>
+    </div>
+  }
+</mat-dialog-content>
+
+<mat-dialog-actions align="end">
+  <button mat-button mat-dialog-close type="button">Cancel</button>
+  <button mat-raised-button color="primary" type="button" [disabled]="!canAdd" (click)="add()">Add</button>
+</mat-dialog-actions>

src/app/deposits/daily-transaction-entry/day-collection-dialog/day-collection-dialog.component.scss

@@ -0,0 +1,42 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+.dcd-field {
+  width: 100%;
+}
+
+.dcd-none {
+  color: #b45309;
+}
+
+/*
+ * The figure the clerk quotes at the counter. Larger than the fields above it because it is the one
+ * thing the customer is told, and it is shown with its basis so the clerk can say where it came from
+ * rather than just naming a number.
+ */
+.dcd-amount {
+  display: flex;
+  align-items: baseline;
+  gap: 10px;
+  margin-top: 6px;
+  padding: 12px 14px;
+  border-radius: 6px;
+  background: rgb(15 118 110 / 8%);
+
+  &__figure {
+    font-size: 1.3rem;
+    font-weight: 600;
+    color: #0f766e;
+    font-variant-numeric: tabular-nums;
+  }
+
+  &__basis {
+    font-size: 0.8rem;
+    color: rgb(0 0 0 / 60%);
+  }
+}

src/app/deposits/daily-transaction-entry/day-collection-dialog/day-collection-dialog.component.ts

@@ -0,0 +1,115 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/** Angular Imports */
+import { Component, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
+import { MatButtonModule } from '@angular/material/button';
+import { MatSelectModule } from '@angular/material/select';
+import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
+
+/**
+ * Collecting for days other than today - either paid ahead, or owed from days gone by.
+ *
+ * Both are the same act from the counter's side: the customer is paying for a number of days, and
+ * what that comes to is the scheme's business, not the clerk's. So the clerk picks days and the
+ * amount follows. Typing an amount instead would let the daily figure be worked around a little at a
+ * time, and would quote the customer something the scheme does not charge.
+ *
+ * The two differ only in how many days are on offer. Paying ahead is capped by the bank's allowance.
+ * Paying arrears is capped by what is still inside the catch-up window - older instalments are gone,
+ * and offering them would have the clerk asking for money the bank has already written off.
+ */
+@Component({
+  selector: 'mifosx-day-collection-dialog',
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatDialogModule,
+    MatButtonModule,
+    MatSelectModule,
+    MatFormFieldModule,
+    MatInputModule
+  ],
+  templateUrl: './day-collection-dialog.component.html',
+  styleUrls: ['./day-collection-dialog.component.scss']
+})
+export class DayCollectionDialogComponent {
+  private dialogRef = inject(MatDialogRef<DayCollectionDialogComponent>);
+  /** { mode: 'advance' | 'previous', parties: [] } - the agent's parties, as the screen already has them. */
+  data = inject<any>(MAT_DIALOG_DATA);
+
+  partyCode = '';
+  days: number | '' = '';
+
+  get isAdvance(): boolean {
+    return this.data?.mode === 'advance';
+  }
+
+  get title(): string {
+    return this.isAdvance ? 'Collect in advance' : 'Collect previous days';
+  }
+
+  get party(): any {
+    return (this.data?.parties || []).find((p: any) => String(p.partyCode) === this.partyCode) || null;
+  }
+
+  /**
+   * The parties this can be used on.
+   *
+   * Paying ahead is offered to anyone. Paying arrears is offered only where there are arrears still
+   * inside the window - on an account that is up to date there is nothing to collect for past days,
+   * and listing it would invite an entry that is really an advance in disguise.
+   */
+  get eligibleParties(): any[] {
+    const parties = this.data?.parties || [];
+    return this.isAdvance ? parties : parties.filter((p: any) => Number(p.recoverableAmount || 0) > 0);
+  }
+
+  /**
+   * How many days may be picked. Five ahead, matching the bank's allowance and the server's own
+   * check; for arrears, only what has not yet fallen out of the catch-up window.
+   */
+  get dayOptions(): number[] {
+    const daily = Number(this.party?.dailyDepositAmount || 0);
+    if (!this.party || daily <= 0) {
+      return [];
+    }
+    const limit = this.isAdvance ? 5 : Math.floor(Number(this.party.recoverableAmount || 0) / daily);
+    return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1);
+  }
+
+  get amount(): number {
+    return Number(this.party?.dailyDepositAmount || 0) * Number(this.days || 0);
+  }
+
+  /** Clearing the days when the party changes - a count valid for one account is not for another. */
+  partyChanged(): void {
+    this.days = '';
+  }
+
+  get canAdd(): boolean {
+    return !!this.partyCode && Number(this.days) > 0 && this.amount > 0;
+  }
+
+  add(): void {
+    this.dialogRef.close({
+      partyCode: this.partyCode,
+      days: Number(this.days),
+      amount: this.amount,
+      // Sent as days, not just an amount: the server recomputes what they come to and checks it
+      // against this account, so the figure quoted here is the one that gets posted.
+      advanceDays: this.isAdvance ? Number(this.days) : undefined,
+      arrearsDays: this.isAdvance ? undefined : Number(this.days)
+    });
+  }
+}

src/app/deposits/daily-transaction-entry/notice-dialog/notice-dialog.component.html

@@ -0,0 +1,21 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="nd-head">
+  <span class="nd-head__ic"><fa-icon icon="info-circle"></fa-icon></span>
+  <h2 class="nd-head__title">{{ data.heading }}</h2>
+</div>
+
+<mat-dialog-content>
+  <p class="nd-message">{{ data.message }}</p>
+</mat-dialog-content>
+
+<!-- One button, because there is nothing here to agree to or call off. -->
+<mat-dialog-actions align="end">
+  <button mat-flat-button color="primary" mat-dialog-close>OK</button>
+</mat-dialog-actions>

src/app/deposits/daily-transaction-entry/notice-dialog/notice-dialog.component.scss

@@ -0,0 +1,44 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+.nd-head {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  padding: 18px 24px 4px;
+
+  /*
+   * Teal rather than the amber or red the platform's other dialogs use. Nothing has gone wrong here
+   * and nothing is at risk - the clerk is being told a fact about the agent they picked, and a
+   * warning colour would send them looking for a fault that is not there.
+   */
+  &__ic {
+    display: grid;
+    place-items: center;
+    width: 34px;
+    height: 34px;
+    border-radius: 8px;
+    background: rgb(15 118 110 / 10%);
+    color: #0f766e;
+    flex: none;
+  }
+
+  &__title {
+    margin: 0;
+    font-size: 1.05rem;
+    font-weight: 600;
+  }
+}
+
+.nd-message {
+  margin: 0;
+  max-width: 44ch; /* stylelint-disable-line unit-allowed-list */
+  font-size: 0.9rem;
+  line-height: 1.55;
+  color: rgb(0 0 0 / 70%);
+}

src/app/deposits/daily-transaction-entry/notice-dialog/notice-dialog.component.ts

@@ -0,0 +1,39 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/** Angular Imports */
+import { Component, inject } from '@angular/core';
+import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
+import { MatButtonModule } from '@angular/material/button';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+
+/**
+ * Something the clerk needs told, with nothing to decide.
+ *
+ * The platform's confirmation dialog asks a question - Cancel or Confirm - and its buttons imply a
+ * choice. Used for a plain statement it leaves the clerk hunting for what they are agreeing to, and
+ * "Cancel" reads as though the thing being described could be undone. The error dialog has the right
+ * single button but dresses the message in red, which turns "this agent has no parties" into a fault.
+ *
+ * So: one button, and the message stands on its own.
+ */
+@Component({
+  selector: 'mifosx-notice-dialog',
+  standalone: true,
+  imports: [
+    MatDialogModule,
+    MatButtonModule,
+    FaIconComponent
+  ],
+  templateUrl: './notice-dialog.component.html',
+  styleUrls: ['./notice-dialog.component.scss']
+})
+export class NoticeDialogComponent {
+  /** { heading, message } */
+  data = inject<any>(MAT_DIALOG_DATA);
+}

src/app/deposits/dds-accounts/dds-account-view/dds-account-view.component.html

@@ -0,0 +1,557 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="dav-page">
+  @if (isLoading) {
+    <div class="dav-card dav-state">
+      <mat-spinner diameter="32"></mat-spinner>
+      <span>Loading account…</span>
+    </div>
+  } @else if (!account) {
+    <div class="dav-card dav-state">
+      <fa-icon icon="inbox" size="2x"></fa-icon>
+      <span>DDS account not found</span>
+      <button class="dav-btn" (click)="back()"><fa-icon icon="arrow-left"></fa-icon> DDS Accounts</button>
+    </div>
+  } @else {
+    <!-- Banner, as the savings account page opens -->
+    <div class="dav-banner">
+      <div class="dav-banner__icon"><fa-icon icon="coins"></fa-icon></div>
+      <div class="dav-banner__text">
+        <span class="dav-pill" [ngClass]="'dav-pill--' + (account.status || '').toLowerCase()"
+          >● {{ account.status }}</span
+        >
+        <h2 class="dav-banner__title">{{ account.subType }}</h2>
+        <div class="dav-banner__meta">
+          <span class="dav-banner__label">Account Number</span>
+          <span class="dav-banner__value dav-mono">{{ account.accountNo }}</span>
+          <span class="dav-banner__label">Client Name</span>
+          <span class="dav-banner__value">{{ account.clientName || account.partyName }}</span>
+        </div>
+      </div>
+      <div class="dav-banner__boxes">
+        <div class="dav-box">
+          <span class="dav-box__label">Current Balance</span>
+          <span class="dav-box__value">₹{{ account.currentBalance || 0 | formatNumber }}</span>
+        </div>
+        <div class="dav-box">
+          <span class="dav-box__label">Maturity Amount</span>
+          <span class="dav-box__value">₹{{ account.maturityAmount || 0 | formatNumber }}</span>
+        </div>
+      </div>
+      <div class="dav-banner__actions">
+        <button class="dav-icon-btn" (click)="back()" matTooltip="Back to DDS Accounts">
+          <fa-icon icon="arrow-left"></fa-icon>
+        </button>
+        <button class="dav-icon-btn" (click)="openInPartyMaster()" matTooltip="Open in DDS Party Master">
+          <fa-icon icon="pen"></fa-icon>
+        </button>
+      </div>
+    </div>
+
+    <!-- Tabs -->
+    <div class="dav-tabs">
+      <button class="dav-tab" [class.dav-tab--on]="tab === 'general'" (click)="tab = 'general'">
+        <fa-icon icon="info-circle"></fa-icon> General
+      </button>
+      <button class="dav-tab" [class.dav-tab--on]="tab === 'transactions'" (click)="tab = 'transactions'">
+        <fa-icon icon="exchange-alt"></fa-icon> Transactions
+      </button>
+      <button class="dav-tab" [class.dav-tab--on]="tab === 'passbook'" (click)="tab = 'passbook'">
+        <fa-icon icon="book"></fa-icon> Passbook
+      </button>
+      <button class="dav-tab" [class.dav-tab--on]="tab === 'nominees'" (click)="tab = 'nominees'">
+        <fa-icon icon="user"></fa-icon> Nominees
+      </button>
+      @if (account.status === 'CLOSED') {
+        <button class="dav-tab" [class.dav-tab--on]="tab === 'closure'" (click)="tab = 'closure'">
+          <fa-icon icon="lock"></fa-icon> Closure
+        </button>
+      }
+    </div>
+
+    <!-- Closure: how a closed account was closed and where its money went -->
+    @if (tab === 'closure') {
+      @if (!closure) {
+        <div class="dav-card">
+          <div class="dav-row"><span>Loading closure details…</span></div>
+        </div>
+      } @else {
+        <div class="dav-columns">
+          <div class="dav-column">
+            <div class="dav-card">
+              <div class="dav-card__head"><span class="dav-card__dot"></span> How It Closed</div>
+              <div class="dav-row">
+                <span>Type</span>
+                <strong>
+                  {{ closureLabels[closure.closureType] || closure.closureType }}
+                  @if (closure.withinLockin) {
+                    <em class="dav-closure-tag">within lock-in</em>
+                  }
+                </strong>
+              </div>
+              <div class="dav-row">
+                <span>Closed On</span><strong>{{ closure.closeDate | date: 'dd MMMM yyyy' }}</strong>
+              </div>
+              @if (closure.paidOutBy) {
+                <div class="dav-row">
+                  <span>Paid Out By</span><strong>{{ closure.paidOutBy }}</strong>
+                </div>
+              }
+              <div class="dav-row">
+                <span>Closed By</span><strong>{{ closure.closedBy || '—' }}</strong>
+              </div>
+              <div class="dav-row">
+                <span>Approved By</span><strong>{{ closure.approvedBy || '—' }}</strong>
+              </div>
+              @if (closure.lockinOverrideReason) {
+                <div class="dav-row">
+                  <span>Reason</span><strong>{{ closure.lockinOverrideReason }}</strong>
+                </div>
+              }
+              @if (closure.shortfallBorneBy) {
+                <div class="dav-row">
+                  <span>Cost Borne By</span>
+                  <strong>{{
+                    closure.shortfallBorneBy === 'AGENT' ? 'Agent — ' + closure.agentCode : 'Customer'
+                  }}</strong>
+                </div>
+              }
+            </div>
+
+            <div class="dav-card">
+              <div class="dav-card__head"><span class="dav-card__dot"></span> The Money</div>
+              <div class="dav-row">
+                <span>Balance at Close</span><strong>₹{{ closure.balanceAtClose || 0 | formatNumber }}</strong>
+              </div>
+              @if (closure.interestRecovered > 0) {
+                <div class="dav-row">
+                  <span>Interest Recovered</span
+                  ><strong class="dav-dr">− ₹{{ closure.interestRecovered | formatNumber }}</strong>
+                </div>
+              }
+              @if (closure.interestToppedUpByAgent > 0) {
+                <div class="dav-row">
+                  <span>Interest Funded by Agent</span
+                  ><strong class="dav-cr">+ ₹{{ closure.interestToppedUpByAgent | formatNumber }}</strong>
+                </div>
+              }
+              <div class="dav-row dav-closure-total">
+                <span>Paid Out</span><strong>₹{{ closure.paidOut || 0 | formatNumber }}</strong>
+              </div>
+              @if (closure.closureType === 'PREMATURE') {
+                <div class="dav-row">
+                  <span>Agent Penalty ({{ closure.agentCode }})</span
+                  ><strong>₹{{ closure.agentCommissionPenalty || 0 | formatNumber }}</strong>
+                </div>
+              }
+            </div>
+          </div>
+
+          <div class="dav-column">
+            <div class="dav-card">
+              <div class="dav-card__head"><span class="dav-card__dot"></span> Where It Went</div>
+              @if (closure.destination === 'OWN_ACCOUNT') {
+                <div class="dav-row"><span>Paid Into</span><strong>Customer's own account</strong></div>
+                <div class="dav-row">
+                  <span>Account</span><strong class="dav-mono">{{ closure.creditedAccount?.accountNo }}</strong>
+                </div>
+                @if (closure.creditedAccount?.productName) {
+                  <div class="dav-row">
+                    <span>Product</span><strong>{{ closure.creditedAccount.productName }}</strong>
+                  </div>
+                }
+                @if (closure.creditedAccount?.owner) {
+                  <div class="dav-row">
+                    <span>Holder</span><strong>{{ closure.creditedAccount.owner }}</strong>
+                  </div>
+                }
+              } @else if (closure.destination === 'SUNDRY') {
+                <div class="dav-row"><span>Parked In</span><strong>Sundry (customer has no account here)</strong></div>
+                <div class="dav-row">
+                  <span>GL Account</span
+                  ><strong class="dav-mono">{{ closure.sundryGl?.glCode }} · {{ closure.sundryGl?.glName }}</strong>
+                </div>
+              } @else {
+                <div class="dav-row"><span>Paid Out</span><strong>Nothing - the balance was nil</strong></div>
+              }
+              @if (closure.voucherNo) {
+                <div class="dav-row">
+                  <span>Voucher</span><strong class="dav-mono">{{ closure.voucherNo }}</strong>
+                </div>
+              }
+              @if (closure.payoutDate) {
+                <div class="dav-row">
+                  <span>Paid On</span><strong>{{ closure.payoutDate | date: 'dd MMMM yyyy' }}</strong>
+                </div>
+              }
+              @if (closure.passbookNote) {
+                <div class="dav-row">
+                  <span>Passbook Note</span><strong>{{ closure.passbookNote }}</strong>
+                </div>
+              }
+            </div>
+
+            @if (closure.ledgerEntries?.length) {
+              <div class="dav-card">
+                <div class="dav-card__head"><span class="dav-card__dot"></span> Ledger Entry</div>
+                <div class="dav-row">
+                  <span>Transaction ID</span><strong class="dav-mono">{{ closure.ledgerTransactionId }}</strong>
+                </div>
+                @for (leg of closure.ledgerEntries; track $index) {
+                  <div class="dav-row">
+                    <span>{{ leg.glCode }} · {{ leg.glName }}</span>
+                    <strong [class.dav-dr]="leg.side === 'DR'" [class.dav-cr]="leg.side === 'CR'">
+                      {{ leg.side }} ₹{{ leg.amount | formatNumber }}
+                    </strong>
+                  </div>
+                }
+              </div>
+            }
+          </div>
+        </div>
+      }
+    }
+
+    <!-- General -->
+    @if (tab === 'general') {
+      <div class="dav-columns">
+        <div class="dav-column">
+          <div class="dav-card">
+            <div class="dav-card__head"><span class="dav-card__dot"></span> DDS Details</div>
+            <div class="dav-row">
+              <span>Account Number</span><strong class="dav-mono">{{ account.accountNo }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Party Code</span><strong>{{ account.partyCode }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Client Name</span><strong>{{ account.clientName }} ({{ account.clientId }})</strong>
+            </div>
+            <div class="dav-row">
+              <span>Agent</span><strong>{{ account.agentCode }} · {{ account.agentName }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Branch</span><strong>{{ account.officeName }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Product</span><strong>{{ account.subType }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Opened On</span><strong>{{ account.openingDate | date: 'dd MMMM yyyy' }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Matures On</span><strong>{{ account.maturityDate | date: 'dd MMMM yyyy' }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Daily Deposit</span><strong>₹{{ account.dailyDepositAmount || 0 | formatNumber }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Term</span><strong>{{ account.month }} months · {{ account.days }} days</strong>
+            </div>
+            <div class="dav-row">
+              <span>Interest Rate</span><strong>{{ account.interestRate }} %</strong>
+            </div>
+            <div class="dav-row">
+              <span>Currency</span><strong>Indian Rupee <em class="dav-mono">[INR]</em></strong>
+            </div>
+          </div>
+
+          <div class="dav-card">
+            <div class="dav-card__head"><span class="dav-card__dot"></span> Performance History</div>
+            <div class="dav-row">
+              <span>Total Collected</span><strong class="dav-cr">₹{{ totalOf('PARTY_TRAN') | formatNumber }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Total Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Total Paid Out</span><strong class="dav-dr">₹{{ totalDebitsAll | formatNumber }}</strong>
+            </div>
+          </div>
+        </div>
+
+        <div class="dav-column">
+          <div class="dav-card">
+            <div class="dav-card__head"><span class="dav-card__dot"></span> Account Summary</div>
+            <div class="dav-row">
+              <span>Collected to Date</span><strong>₹{{ account.collectedToDate || 0 | formatNumber }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Expected to Date</span><strong>₹{{ account.expectedToDate || 0 | formatNumber }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Standing</span>
+              <strong>
+                @if (account.advanceDays > 0) {
+                  {{ account.advanceDays }} days ahead
+                } @else if (account.arrearsDays > 0) {
+                  <span class="dav-dr">{{ account.arrearsDays }} days behind</span>
+                } @else {
+                  Up to date
+                }
+              </strong>
+            </div>
+            <div class="dav-row">
+              <span>Instalments Due</span><strong>{{ account.instalmentsDue ?? 0 }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Interest Calculated, Not Posted</span
+              ><strong>₹{{ account.interestCalc || 0 | formatNumber }}</strong>
+            </div>
+            <div class="dav-row"><span>Interest Calculated Using</span><strong>Daily Balance</strong></div>
+            <div class="dav-row"><span>Days in Year</span><strong>365 Days</strong></div>
+            <div class="dav-row">
+              <span>Last Interest Date</span
+              ><strong>{{ account.interestDate ? (account.interestDate | date: 'dd MMMM yyyy') : '—' }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Last Transaction Date</span
+              ><strong>{{ lastTransactionDate ? (lastTransactionDate | date: 'dd MMMM yyyy') : '—' }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Maturity Amount</span><strong>₹{{ account.maturityAmount || 0 | formatNumber }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Lien</span>
+              <strong>{{ account.lien ? 'Yes — ₹' + (account.amountHeldUnderLien || 0) : 'No' }}</strong>
+            </div>
+            <div class="dav-row">
+              <span>Freeze</span><strong>{{ account.freezeCode || 'Normal' }}</strong>
+            </div>
+            @if (account.closeDate) {
+              <div class="dav-row">
+                <span>Closed On</span><strong>{{ account.closeDate | date: 'dd MMMM yyyy' }}</strong>
+              </div>
+            }
+          </div>
+        </div>
+      </div>
+    }
+
+    <!-- Transactions -->
+    @if (tab === 'transactions') {
+      <div class="dav-card">
+        <div class="dav-toolbar">
+          <div class="dav-datepick">
+            <span>From</span>
+            <input type="date" [formControl]="fromDateControl" [max]="today" />
+          </div>
+          <div class="dav-datepick">
+            <span>To</span>
+            <input type="date" [formControl]="toDateControl" [max]="today" />
+          </div>
+          <button class="dav-btn" (click)="showToday()"><fa-icon icon="clock"></fa-icon> Today</button>
+          @if (hasDateFilters) {
+            <button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
+          }
+          <div class="dav-totals">
+            <span class="dav-cr">Credits ₹{{ totalCredits | formatNumber }}</span>
+            <span class="dav-dr">Debits ₹{{ totalDebits | formatNumber }}</span>
+          </div>
+          <button class="dav-btn dav-btn--primary" (click)="exportCsv()" [disabled]="shownTransactions.length === 0">
+            Export
+          </button>
+        </div>
+
+        @if (shownTransactions.length === 0) {
+          <div class="dav-state">
+            <fa-icon icon="inbox" size="2x"></fa-icon>
+            <span>{{
+              hasDateFilters
+                ? 'Nothing moved on this account in these dates'
+                : 'Nothing has been credited to this account yet'
+            }}</span>
+          </div>
+        } @else {
+          <div class="dav-table-wrap">
+            <table class="dav-table">
+              <thead>
+                <tr>
+                  <th>#</th>
+                  <th>ID</th>
+                  <th>Transaction Date</th>
+                  <th>Transaction Type</th>
+                  <th>Voucher</th>
+                  <th>Description</th>
+                  <th class="dav-right">Debit</th>
+                  <th class="dav-right">Credit</th>
+                  <th class="dav-right">Balance</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (txn of shownTransactions; track txn.id; let i = $index) {
+                  <tr>
+                    <td>{{ i + 1 }}</td>
+                    <td>{{ txn.id }}</td>
+                    <td>{{ txn.transactionDate | date: 'dd MMMM yyyy' }}</td>
+                    <td>{{ label(txn.transactionType) }}</td>
+                    <td class="dav-mono">{{ txn.voucherNo || '—' }}</td>
+                    <td class="dav-desc">{{ txn.description }}</td>
+                    <td class="dav-right">
+                      {{ txn.direction === 'DEBIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
+                    </td>
+                    <td class="dav-right">
+                      {{ txn.direction === 'CREDIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
+                    </td>
+                    <td class="dav-right">
+                      <strong>₹{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
+                    </td>
+                  </tr>
+                }
+              </tbody>
+            </table>
+          </div>
+        }
+      </div>
+    }
+
+    <!-- Passbook: the same entries oldest first, the way a passbook is written up, and printable -->
+    @if (tab === 'passbook') {
+      <div class="dav-card">
+        <div class="dav-toolbar dav-noprint">
+          <div class="dav-datepick">
+            <span>From</span>
+            <input type="date" [formControl]="fromDateControl" [max]="today" />
+          </div>
+          <div class="dav-datepick">
+            <span>To</span>
+            <input type="date" [formControl]="toDateControl" [max]="today" />
+          </div>
+          @if (hasDateFilters) {
+            <button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
+          }
+          <button class="dav-btn dav-btn--primary dav-push" (click)="printPassbook()">
+            <fa-icon icon="print"></fa-icon> Print
+          </button>
+        </div>
+
+        <div class="dav-passbook" id="dds-passbook">
+          <div class="dav-pb-head">
+            <div>
+              <div class="dav-pb-title">DDS Passbook</div>
+              <div class="dav-pb-sub">{{ account.officeName }}</div>
+            </div>
+            <div class="dav-pb-grid">
+              <span>Account No</span><strong class="dav-mono">{{ account.accountNo }}</strong> <span>Party Code</span
+              ><strong>{{ account.partyCode }}</strong> <span>Name</span
+              ><strong>{{ account.clientName || account.partyName }}</strong> <span>Product</span
+              ><strong>{{ account.subType }} · {{ account.interestRate }} %</strong> <span>Opened On</span
+              ><strong>{{ account.openingDate | date: 'dd/MM/yyyy' }}</strong> <span>Agent</span
+              ><strong>{{ account.agentCode }}</strong>
+            </div>
+          </div>
+
+          @if (passbookEntries.length === 0) {
+            <div class="dav-state">
+              <span>{{ hasDateFilters ? 'No entries in these dates' : 'No entries yet' }}</span>
+            </div>
+          } @else {
+            <table class="dav-table dav-pb-table">
+              <thead>
+                <tr>
+                  <th>Date</th>
+                  <th>Voucher</th>
+                  <th>Particulars</th>
+                  <th class="dav-right">Withdrawals</th>
+                  <th class="dav-right">Deposits</th>
+                  <th class="dav-right">Balance</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (txn of passbookEntries; track txn.id) {
+                  <tr>
+                    <td>{{ txn.transactionDate | date: 'dd/MM/yyyy' }}</td>
+                    <td class="dav-mono">{{ txn.voucherNo || '' }}</td>
+                    <td>
+                      {{ label(txn.transactionType) }}
+                      @if (txn.description) {
+                        <span class="dav-pb-note">{{ txn.description }}</span>
+                      }
+                    </td>
+                    <td class="dav-right">{{ txn.direction === 'DEBIT' ? (txn.amount | formatNumber) : '' }}</td>
+                    <td class="dav-right">{{ txn.direction === 'CREDIT' ? (txn.amount | formatNumber) : '' }}</td>
+                    <td class="dav-right">
+                      <strong>{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
+                    </td>
+                  </tr>
+                }
+              </tbody>
+              <tfoot>
+                <tr>
+                  <td colspan="3"><strong>Total</strong></td>
+                  <td class="dav-right">
+                    <strong>{{ totalDebits | formatNumber }}</strong>
+                  </td>
+                  <td class="dav-right">
+                    <strong>{{ totalCredits | formatNumber }}</strong>
+                  </td>
+                  <td class="dav-right">
+                    <strong>{{ passbookClosingBalance | formatNumber }}</strong>
+                  </td>
+                </tr>
+              </tfoot>
+            </table>
+          }
+        </div>
+      </div>
+    }
+
+    <!-- Nominees -->
+    @if (tab === 'nominees') {
+      <div class="dav-card">
+        @if (!account.nominees || account.nominees.length === 0) {
+          <div class="dav-state">
+            <fa-icon icon="user" size="2x"></fa-icon>
+            <span>No nominee on this account</span>
+          </div>
+        } @else {
+          <div class="dav-table-wrap">
+            <table class="dav-table">
+              <thead>
+                <tr>
+                  <th>#</th>
+                  <th>Name</th>
+                  <th>Relation</th>
+                  <th>Gender</th>
+                  <th>Mobile</th>
+                  <th>Birth Date</th>
+                  <th>Nominated On</th>
+                  <th>Guardian</th>
+                  <th class="dav-right">{{ account.nomineeSplitMode === 'Sequence' ? 'Order' : 'Share %' }}</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (nominee of account.nominees; track nominee.id; let i = $index) {
+                  <tr>
+                    <td>{{ i + 1 }}</td>
+                    <td>
+                      <strong>{{ nominee.name }}</strong>
+                    </td>
+                    <td>{{ nominee.relation }}</td>
+                    <td>{{ nominee.gender }}</td>
+                    <td>{{ nominee.mobileNo || '—' }}</td>
+                    <td>{{ nominee.birthDate ? (nominee.birthDate | date: 'dd MMM yyyy') : '—' }}</td>
+                    <td>{{ nominee.nominationDate ? (nominee.nominationDate | date: 'dd MMM yyyy') : '—' }}</td>
+                    <td>{{ nominee.guardianName || '—' }}</td>
+                    <td class="dav-right">
+                      {{ account.nomineeSplitMode === 'Sequence' ? nominee.sequenceNo : (nominee.sharePercent ?? '—') }}
+                    </td>
+                  </tr>
+                }
+              </tbody>
+            </table>
+          </div>
+        }
+      </div>
+    }
+  }
+</div>

src/app/deposits/dds-accounts/dds-account-view/dds-account-view.component.scss

@@ -0,0 +1,459 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/* One DDS account's page, laid out the way the savings account page is: a banner, tabs, cards. */
+
+.dav-page {
+  display: flex;
+  flex-direction: column;
+  gap: 16px;
+  padding: 24px 32px;
+}
+
+.dav-mono {
+  font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
+  font-style: normal;
+}
+
+.dav-cr {
+  color: #047857;
+}
+
+.dav-dr {
+  color: #b91c1c;
+}
+
+.dav-right {
+  text-align: right !important;
+}
+
+/* ── Banner ───────────────────────────────────────────────────────────── */
+
+.dav-banner {
+  display: flex;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 16px;
+  padding: 16px 24px;
+  border-radius: 16px;
+  color: #fff;
+  background: linear-gradient(90deg, #1e3a8a 0%, #2d3fb4 55%, #5b47d6 100%);
+  box-shadow: 0 8px 24px rgb(30 58 138 / 25%);
+}
+
+.dav-banner__icon {
+  width: 48px;
+  height: 48px;
+  border-radius: 12px;
+  display: grid;
+  place-items: center;
+  font-size: 1.3rem;
+  background: rgb(255 255 255 / 16%);
+  border: 1px solid rgb(255 255 255 / 25%);
+}
+
+.dav-banner__text {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  min-width: 0;
+}
+
+.dav-pill {
+  align-self: flex-start;
+  padding: 2px 10px;
+  border-radius: 999px;
+  font-size: 0.7rem;
+  font-weight: 700;
+  letter-spacing: 0.04em;
+  background: rgb(16 185 129 / 25%);
+  color: #a7f3d0;
+  border: 1px solid rgb(167 243 208 / 40%);
+}
+
+.dav-pill--closed {
+  background: rgb(148 163 184 / 25%);
+  color: #e2e8f0;
+  border-color: rgb(226 232 240 / 40%);
+}
+
+.dav-banner__title {
+  margin: 0;
+  font-size: 1.25rem;
+  font-weight: 700;
+}
+
+.dav-banner__meta {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: baseline;
+  gap: 6px 12px;
+}
+
+.dav-banner__label {
+  font-size: 0.7rem;
+  font-weight: 700;
+  letter-spacing: 0.06em;
+  text-transform: uppercase;
+  color: rgb(255 255 255 / 60%);
+}
+
+.dav-banner__value {
+  font-size: 0.9rem;
+  font-weight: 600;
+}
+
+.dav-banner__boxes {
+  margin-left: auto;
+  display: flex;
+  gap: 12px;
+}
+
+.dav-box {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  padding: 10px 18px;
+  border-radius: 12px;
+  background: rgb(255 255 255 / 12%);
+  border: 1px solid rgb(255 255 255 / 25%);
+}
+
+.dav-box__label {
+  font-size: 0.68rem;
+  font-weight: 700;
+  letter-spacing: 0.06em;
+  text-transform: uppercase;
+  color: rgb(255 255 255 / 70%);
+}
+
+.dav-box__value {
+  font-size: 1.15rem;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+}
+
+.dav-banner__actions {
+  display: flex;
+  gap: 8px;
+}
+
+.dav-icon-btn {
+  width: 38px;
+  height: 38px;
+  border-radius: 50%;
+  border: 1px solid rgb(255 255 255 / 35%);
+  background: rgb(255 255 255 / 12%);
+  color: #fff;
+  cursor: pointer;
+
+  &:hover {
+    background: rgb(255 255 255 / 22%);
+  }
+}
+
+/* ── Tabs ─────────────────────────────────────────────────────────────── */
+
+.dav-tabs {
+  display: flex;
+  gap: 8px;
+  padding: 8px;
+  border-radius: 14px;
+  background: #fff;
+  border: 1px solid rgb(0 0 0 / 7%);
+}
+
+.dav-tab {
+  flex: 1;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  gap: 6px;
+  padding: 10px 16px;
+  border: 0;
+  border-radius: 10px;
+  background: transparent;
+  font-size: 0.95rem;
+  font-weight: 600;
+  color: #475569;
+  cursor: pointer;
+
+  &:hover {
+    background: #f1f5f9;
+  }
+}
+
+.dav-tab--on {
+  color: #fff;
+  background: linear-gradient(90deg, #1d4ed8, #2563eb);
+  box-shadow: 0 4px 12px rgb(37 99 235 / 30%);
+
+  &:hover {
+    background: linear-gradient(90deg, #1d4ed8, #2563eb);
+  }
+}
+
+/* ── Cards ────────────────────────────────────────────────────────────── */
+
+.dav-columns {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(380px, 1fr));
+  gap: 16px;
+  align-items: start;
+}
+
+.dav-column {
+  display: flex;
+  flex-direction: column;
+  gap: 16px;
+}
+
+.dav-card {
+  border-radius: 14px;
+  background: #fff;
+  border: 1px solid rgb(0 0 0 / 7%);
+  overflow: hidden;
+}
+
+.dav-card__head {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  padding: 14px 20px;
+  font-size: 1rem;
+  font-weight: 700;
+  background: #f8fafc;
+  border-bottom: 1px solid rgb(0 0 0 / 7%);
+}
+
+.dav-card__dot {
+  width: 30px;
+  height: 30px;
+  border-radius: 8px;
+  background: linear-gradient(135deg, #2563eb, #1e40af);
+}
+
+.dav-row {
+  display: flex;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 12px 20px;
+  border-bottom: 1px dashed rgb(0 0 0 / 7%);
+  font-size: 0.92rem;
+
+  &:last-child {
+    border-bottom: 0;
+  }
+
+  span {
+    color: #334155;
+  }
+
+  strong {
+    text-align: right;
+    font-weight: 600;
+  }
+}
+
+.dav-state {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  gap: 10px;
+  padding: 48px 16px;
+  color: rgb(0 0 0 / 50%);
+}
+
+/* ── Transactions ─────────────────────────────────────────────────────── */
+
+.dav-toolbar {
+  display: flex;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 12px;
+  padding: 14px 20px;
+  background: #f8fafc;
+  border-bottom: 1px solid rgb(0 0 0 / 7%);
+}
+
+.dav-datepick {
+  display: flex;
+  flex-direction: column;
+  gap: 2px;
+
+  span {
+    font-size: 0.68rem;
+    font-weight: 700;
+    letter-spacing: 0.06em;
+    text-transform: uppercase;
+    color: rgb(0 0 0 / 45%);
+  }
+
+  input {
+    padding: 6px 10px;
+    border-radius: 8px;
+    border: 1px solid rgb(0 0 0 / 15%);
+    font: inherit;
+  }
+}
+
+.dav-btn {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  padding: 8px 14px;
+  border-radius: 8px;
+  border: 1px solid rgb(0 0 0 / 15%);
+  background: #fff;
+  font-weight: 600;
+  cursor: pointer;
+
+  &:disabled {
+    opacity: 0.5;
+    cursor: default;
+  }
+}
+
+.dav-btn--primary {
+  color: #fff;
+  border-color: transparent;
+  background: linear-gradient(90deg, #1d4ed8, #2563eb);
+}
+
+.dav-totals {
+  margin-left: auto;
+  display: flex;
+  gap: 16px;
+  font-size: 0.88rem;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+}
+
+.dav-table-wrap {
+  overflow-x: auto;
+}
+
+.dav-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 0.92rem;
+
+  th {
+    padding: 14px 16px;
+    text-align: left;
+    font-size: 0.72rem;
+    font-weight: 700;
+    letter-spacing: 0.06em;
+    text-transform: uppercase;
+    color: #475569;
+    border-bottom: 1px solid rgb(0 0 0 / 8%);
+    white-space: nowrap;
+  }
+
+  td {
+    padding: 16px;
+    border-bottom: 1px solid rgb(0 0 0 / 5%);
+    font-variant-numeric: tabular-nums;
+  }
+
+  tbody tr:nth-child(odd) {
+    background: #f8fafc;
+  }
+}
+
+.dav-desc {
+  max-width: 320px;
+  color: rgb(0 0 0 / 65%);
+}
+
+@media (width <= 720px) {
+  .dav-page {
+    padding: 16px;
+  }
+
+  .dav-banner__boxes {
+    margin-left: 0;
+    width: 100%;
+  }
+
+  .dav-tab {
+    font-size: 0.85rem;
+    padding: 8px;
+  }
+}
+
+/* ── Passbook ─────────────────────────────────────────────────────────── */
+
+.dav-push {
+  margin-left: auto;
+}
+
+.dav-passbook {
+  padding: 20px;
+}
+
+.dav-pb-head {
+  display: flex;
+  justify-content: space-between;
+  flex-wrap: wrap;
+  gap: 16px 32px;
+  margin-bottom: 16px;
+  padding-bottom: 16px;
+  border-bottom: 2px solid #1e3a8a;
+}
+
+.dav-pb-title {
+  font-size: 1.2rem;
+  font-weight: 700;
+  color: #1e3a8a;
+}
+
+.dav-pb-sub {
+  font-size: 0.85rem;
+  color: rgb(0 0 0 / 55%);
+}
+
+.dav-pb-grid {
+  display: grid;
+  grid-template-columns: auto auto;
+  gap: 4px 16px;
+  font-size: 0.88rem;
+
+  span {
+    color: rgb(0 0 0 / 55%);
+  }
+}
+
+.dav-pb-table {
+  tfoot td {
+    padding: 14px 16px;
+    border-top: 2px solid rgb(0 0 0 / 15%);
+  }
+}
+
+.dav-pb-note {
+  display: block;
+  font-size: 0.78rem;
+  color: rgb(0 0 0 / 50%);
+}
+
+/* Closure tab */
+.dav-closure-tag {
+  margin-left: 8px;
+  padding: 1px 8px;
+  border-radius: 999px;
+  background: #fff3e0;
+  color: #e65100;
+  font-size: 0.75rem;
+  font-style: normal;
+}
+
+.dav-closure-total {
+  border-top: 1px solid rgb(0 0 0 / 10%);
+  font-weight: 600;
+}

src/app/deposits/dds-accounts/dds-account-view/dds-account-view.component.ts

@@ -0,0 +1,297 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, inject } from '@angular/core';
+import { ActivatedRoute, Router } from '@angular/router';
+import { FormControl, ReactiveFormsModule } from '@angular/forms';
+import { NgClass } from '@angular/common';
+import { MatTooltipModule } from '@angular/material/tooltip';
+import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { forkJoin, of } from 'rxjs';
+import { catchError } from 'rxjs/operators';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
+import { OrganizationService } from 'app/organization/organization.service';
+
+/** What each DDS transaction type is called on screen. */
+const TRANSACTION_LABELS: Record<string, string> = {
+  PARTY_TRAN: 'Collection',
+  INTEREST_POST: 'Interest',
+  OD_INTEREST_POST: 'OD Interest',
+  MATURITY_PAYOUT: 'Maturity Payout',
+  PREMATURE_PAYOUT: 'Premature Payout',
+  PREMATURE_INT_RECOVERY: 'Interest Recovered (Premature)',
+  PREMATURE_AGENT_TOP_UP: 'Interest Funded by Agent',
+  WITHDRAW_DEPOSITE: 'Transfer (Withdraw Deposite)',
+  TRANSFER: 'Transfer'
+};
+
+/**
+ * One DDS account and everything that has moved on it, as the savings account page shows a savings
+ * account: the account's terms and where it stands, then its transactions with the balance after
+ * each, narrowed to a day or a range.
+ *
+ * Read-only. The account is changed from DDS Party Master; its money moves through collections, the
+ * cashier and the batch runs.
+ */
+@Component({
+  selector: 'mifosx-dds-account-view',
+  templateUrl: './dds-account-view.component.html',
+  styleUrls: ['./dds-account-view.component.scss'],
+  standalone: true,
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    ReactiveFormsModule,
+    NgClass,
+    FaIconComponent,
+    MatTooltipModule,
+    MatProgressSpinnerModule,
+    FormatNumberPipe
+  ]
+})
+export class DdsAccountViewComponent implements OnInit {
+  private route = inject(ActivatedRoute);
+  private router = inject(Router);
+  private organizationService = inject(OrganizationService);
+
+  isLoading = true;
+  account: any = null;
+  private transactions: any[] = [];
+
+  /** The page's tabs, as the savings account page has them - only those that apply to DDS. */
+  tab: 'general' | 'transactions' | 'passbook' | 'nominees' | 'closure' = 'general';
+
+  /** How a closed account was closed - read only for closed accounts, for the Closure tab. */
+  closure: any = null;
+
+  /** What each kind of closure is called on screen. */
+  readonly closureLabels: Record<string, string> = {
+    PREMATURE: 'Premature Close',
+    MATURITY_PAYOUT_AND_CLOSE: 'Maturity Payout & Close',
+    MATURITY_PAYOUT_THEN_CLOSE: 'Maturity Payout, then Closed',
+    MATURITY_AUTO_CLOSE: 'Maturity Auto Close (night job)',
+    CLOSED_NIL_BALANCE: 'Closed with nil balance'
+  };
+
+  /** The passbook reads oldest first, as it is written up. */
+  get passbookEntries(): any[] {
+    return [...this.shownTransactions].reverse();
+  }
+
+  /** The balance after the last entry shown. */
+  get passbookClosingBalance(): number {
+    const entries = this.passbookEntries;
+    return entries.length > 0 ? Number(entries[entries.length - 1].balanceAfterTransaction || 0) : 0;
+  }
+
+  /**
+   * Prints the passbook alone. It is copied into a window of its own with only its own styles, so the
+   * page's menus, banner and tabs do not come out on the paper.
+   */
+  printPassbook(): void {
+    const passbook = document.getElementById('dds-passbook');
+    const popup = window.open('', '_blank', 'width=900,height=700');
+    if (!passbook || !popup) {
+      return;
+    }
+    popup.document.write(`<html><head><title>${this.account?.accountNo || 'DDS'} Passbook</title><style>
+      body { font-family: Arial, sans-serif; margin: 24px; color: #111; }
+      .dav-pb-head { display: flex; justify-content: space-between; gap: 24px; margin-bottom: 16px; }
+      .dav-pb-title { font-size: 20px; font-weight: 700; }
+      .dav-pb-sub { color: #555; }
+      .dav-pb-grid { display: grid; grid-template-columns: auto auto; gap: 2px 12px; font-size: 13px; }
+      .dav-pb-grid span { color: #555; }
+      table { width: 100%; border-collapse: collapse; font-size: 13px; }
+      th, td { border: 1px solid #999; padding: 6px 8px; text-align: left; }
+      .dav-right { text-align: right; }
+      .dav-pb-note { display: block; font-size: 11px; color: #555; }
+    </style></head><body>${passbook.innerHTML}</body></html>`);
+    popup.document.close();
+    popup.focus();
+    popup.print();
+  }
+
+  fromDateControl = new FormControl('');
+  toDateControl = new FormControl('');
+
+  readonly today = new Date().toISOString().split('T')[0];
+
+  ngOnInit(): void {
+    const partyId = this.route.snapshot.paramMap.get('partyId');
+    if (!partyId) {
+      this.isLoading = false;
+      return;
+    }
+    forkJoin({
+      account: this.organizationService.getParty(partyId).pipe(catchError(() => of(null))),
+      transactions: this.organizationService.getPartyTransactionsOfParty(partyId).pipe(catchError(() => of([])))
+    }).subscribe(({ account, transactions }) => {
+      this.account = account;
+      if (account?.status === 'CLOSED') {
+        this.organizationService.getPartyClosure(partyId).subscribe({
+          next: (closure: any) => (this.closure = closure),
+          error: () => (this.closure = null)
+        });
+      }
+      // Newest first, and within a day the later entry first - the order a passbook is read back in.
+      this.transactions = (Array.isArray(transactions) ? transactions : []).sort(
+        (a: any, b: any) =>
+          String(b.transactionDate).localeCompare(String(a.transactionDate)) || Number(b.id) - Number(a.id)
+      );
+      this.isLoading = false;
+    });
+  }
+
+  /** The transactions in the chosen range - all of them when no range is set. */
+  get shownTransactions(): any[] {
+    const from = this.fromDateControl.value;
+    const to = this.toDateControl.value;
+    return this.transactions.filter((txn: any) => {
+      const day = String(txn.transactionDate || '');
+      if (from && day < String(from)) {
+        return false;
+      }
+      if (to && day > String(to)) {
+        return false;
+      }
+      return true;
+    });
+  }
+
+  get totalCredits(): number {
+    return this.sumOf('CREDIT');
+  }
+
+  get totalDebits(): number {
+    return this.sumOf('DEBIT');
+  }
+
+  private sumOf(direction: string): number {
+    return this.shownTransactions
+      .filter((txn: any) => txn.direction === direction)
+      .reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
+  }
+
+  /** Everything of one type ever credited, whatever the date filter says - for the summary cards. */
+  totalOf(type: string): number {
+    return this.transactions
+      .filter((txn: any) => txn.transactionType === type && txn.direction === 'CREDIT')
+      .reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
+  }
+
+  /** Interest credited, less any taken back on an early closure. */
+  get interestEarned(): number {
+    const recovered = this.transactions
+      .filter((txn: any) => txn.transactionType === 'PREMATURE_INT_RECOVERY')
+      .reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
+    return (
+      this.totalOf('INTEREST_POST') +
+      this.totalOf('OD_INTEREST_POST') +
+      this.totalOf('PREMATURE_AGENT_TOP_UP') -
+      recovered
+    );
+  }
+
+  /** Money that has left the account - payouts, withdrawals, transfers out. */
+  get totalDebitsAll(): number {
+    return this.transactions
+      .filter((txn: any) => txn.direction === 'DEBIT' && txn.transactionType !== 'PREMATURE_INT_RECOVERY')
+      .reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
+  }
+
+  get lastTransactionDate(): string | null {
+    return this.transactions.length > 0 ? this.transactions[0].transactionDate : null;
+  }
+
+  /** The rows on screen, as a spreadsheet the branch can keep or send on. */
+  exportCsv(): void {
+    const header = [
+      '#',
+      'ID',
+      'Transaction Date',
+      'Transaction Type',
+      'Voucher',
+      'Description',
+      'Account',
+      'Debit',
+      'Credit',
+      'Balance'
+    ];
+    const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
+    const lines = this.shownTransactions.map((txn: any, index: number) =>
+      [
+        index + 1,
+        txn.id,
+        txn.transactionDate,
+        this.label(txn.transactionType),
+        txn.voucherNo,
+        txn.description,
+        txn.accountNo,
+        txn.direction === 'DEBIT' ? txn.amount : '',
+        txn.direction === 'CREDIT' ? txn.amount : '',
+        txn.balanceAfterTransaction
+      ]
+        .map(quote)
+        .join(',')
+    );
+    const blob = new Blob(
+      [[
+          header.map(quote).join(','),
+          ...lines
+        ].join('\r\n')],
+      { type: 'text/csv;charset=utf-8' }
+    );
+    const link = document.createElement('a');
+    link.href = URL.createObjectURL(blob);
+    link.download = `${this.account?.accountNo || 'dds-account'}-transactions.csv`;
+    link.click();
+    URL.revokeObjectURL(link.href);
+  }
+
+  get hasDateFilters(): boolean {
+    return !!(this.fromDateControl.value || this.toDateControl.value);
+  }
+
+  showToday(): void {
+    this.fromDateControl.setValue(this.today);
+    this.toDateControl.setValue(this.today);
+  }
+
+  clearDateFilters(): void {
+    this.fromDateControl.setValue('');
+    this.toDateControl.setValue('');
+  }
+
+  label(type: string): string {
+    return TRANSACTION_LABELS[type] || String(type || '').replace(/_/g, ' ');
+  }
+
+  statusClass(): string {
+    switch (this.account?.status) {
+      case 'ACTIVE':
+        return 'status--active';
+      case 'CLOSED':
+        return 'status--closed';
+      default:
+        return 'status--default';
+    }
+  }
+
+  back(): void {
+    this.router.navigate(['/accounts/dds-accounts']);
+  }
+
+  openInPartyMaster(): void {
+    this.router.navigate([
+      '/accounts/dds',
+      this.account.id,
+      'edit'
+    ]);
+  }
+}

src/app/deposits/dds-accounts/dds-accounts.component.html

@@ -0,0 +1,211 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="acl-page">
+  <!-- Header -->
+  <div class="acl-header accent--rd">
+    <div class="acl-header__icon">
+      <fa-icon icon="coins"></fa-icon>
+    </div>
+    <div class="acl-header__text">
+      <h2 class="acl-header__title">DDS Accounts</h2>
+      <span class="acl-header__count">
+        @if (isLoading) {
+          Loading...
+        } @else {
+          {{ allCount }} accounts · {{ activeCount }} active · {{ closedCount }} closed
+        }
+      </span>
+    </div>
+  </div>
+
+  <!-- Search Bar -->
+  <div class="acl-search-wrap">
+    <div class="acl-search">
+      <fa-icon icon="search" class="acl-search__icon"></fa-icon>
+      <input
+        [formControl]="searchControl"
+        class="acl-search__input"
+        [placeholder]="
+          searchType === 'accountNo' ? 'Search by account number or party code…' : 'Search by client name…'
+        "
+      />
+      @if (searchControl.value) {
+        <button class="acl-search__clear" (click)="clearSearch()">
+          <fa-icon icon="times"></fa-icon>
+        </button>
+      }
+    </div>
+    <button
+      class="acl-btn acl-btn--toggle"
+      (click)="toggleSearchType()"
+      [matTooltip]="'Switch to ' + (searchType === 'accountNo' ? 'client name' : 'account number') + ' search'"
+    >
+      <fa-icon icon="exchange-alt"></fa-icon>
+      {{ searchType === 'accountNo' ? 'Acct No' : 'Client' }}
+    </button>
+    <button class="acl-btn acl-btn--icon" (click)="loadAccounts()" matTooltip="Refresh">
+      <fa-icon icon="sync-alt"></fa-icon>
+    </button>
+  </div>
+
+  <!-- Status: all accounts, only the open ones, or only the closed -->
+  <div class="dds-status-filter" role="tablist">
+    <button
+      type="button"
+      class="dds-status-filter__btn"
+      [class.is-on]="statusFilter === 'ALL'"
+      (click)="setStatusFilter('ALL')"
+    >
+      All <span class="dds-status-filter__count">{{ allCount }}</span>
+    </button>
+    <button
+      type="button"
+      class="dds-status-filter__btn dds-status-filter__btn--active"
+      [class.is-on]="statusFilter === 'ACTIVE'"
+      (click)="setStatusFilter('ACTIVE')"
+    >
+      Active <span class="dds-status-filter__count">{{ activeCount }}</span>
+    </button>
+    <button
+      type="button"
+      class="dds-status-filter__btn dds-status-filter__btn--closed"
+      [class.is-on]="statusFilter === 'CLOSED'"
+      (click)="setStatusFilter('CLOSED')"
+    >
+      Closed <span class="dds-status-filter__count">{{ closedCount }}</span>
+    </button>
+  </div>
+
+  <!-- Date Filters: by the day the account was opened -->
+  <div class="acl-filters">
+    <div class="acl-filters__group">
+      <div class="acl-datepick">
+        <span class="acl-datepick__label">Opened From</span>
+        <input type="date" class="acl-datepick__input" [formControl]="fromDateControl" [max]="today" />
+      </div>
+      <div class="acl-filters__arrow">
+        <fa-icon icon="arrow-right"></fa-icon>
+      </div>
+      <div class="acl-datepick">
+        <span class="acl-datepick__label">To</span>
+        <input type="date" class="acl-datepick__input" [formControl]="toDateControl" [max]="today" />
+      </div>
+    </div>
+
+    <div class="acl-filters__sep"></div>
+
+    <div class="acl-datepick acl-datepick--ason">
+      <span class="acl-datepick__label">
+        <fa-icon icon="clock"></fa-icon>
+        As On Date
+      </span>
+      <input type="date" class="acl-datepick__input" [formControl]="asOnDateControl" [max]="today" />
+    </div>
+
+    @if (hasDateFilters) {
+      <button class="acl-filters__clear" (click)="clearDateFilters()">
+        <fa-icon icon="times"></fa-icon>
+        Clear
+      </button>
+    }
+  </div>
+
+  <!-- Table -->
+  <div class="acl-card">
+    @if (isLoading) {
+      <div class="acl-state acl-state--loading">
+        <mat-spinner diameter="32"></mat-spinner>
+        <span>Loading accounts…</span>
+      </div>
+    }
+
+    @if (!isLoading && rows.length === 0) {
+      <div class="acl-state acl-state--empty">
+        <div class="acl-state__icon">
+          <fa-icon icon="inbox"></fa-icon>
+        </div>
+        <p class="acl-state__title">No DDS accounts found</p>
+        <p class="acl-state__sub">Try adjusting your search</p>
+      </div>
+    }
+
+    @if (!isLoading && rows.length > 0) {
+      <div class="acl-table-wrap">
+        <table mat-table [dataSource]="rows" class="acl-table">
+          <ng-container matColumnDef="accountNo">
+            <th mat-header-cell *matHeaderCellDef class="acl-th">Account No</th>
+            <td mat-cell *matCellDef="let row" class="acl-td">
+              <span class="acl-acct-no">{{ row.accountNo }}</span>
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="depositType">
+            <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Type</th>
+            <td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
+              <span class="acl-type-badge dtype--rd">DDS</span>
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="clientName">
+            <th mat-header-cell *matHeaderCellDef class="acl-th">Client</th>
+            <td mat-cell *matCellDef="let row" class="acl-td">
+              <div class="acl-client">
+                <div class="acl-client__avatar">{{ (row.clientName || row.partyName || '?')[0] }}</div>
+                <span class="acl-client__name">{{ row.clientName || row.partyName }}</span>
+              </div>
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="productName">
+            <th mat-header-cell *matHeaderCellDef class="acl-th">Product</th>
+            <td mat-cell *matCellDef="let row" class="acl-td">
+              <span class="acl-product">{{ row.subType }}</span>
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="balance">
+            <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--right">Balance</th>
+            <td mat-cell *matCellDef="let row" class="acl-td acl-td--right">
+              <span class="acl-balance">₹ {{ row.currentBalance || 0 | formatNumber }}</span>
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="status">
+            <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Status</th>
+            <td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
+              <span class="acl-status" [ngClass]="getStatusClass(row)">{{ row.status }}</span>
+            </td>
+          </ng-container>
+
+          <ng-container matColumnDef="actions">
+            <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Actions</th>
+            <td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
+              <button class="acl-view-btn" (click)="$event.stopPropagation(); viewAccount(row)" matTooltip="View">
+                <fa-icon icon="eye"></fa-icon>
+              </button>
+            </td>
+          </ng-container>
+
+          <tr mat-header-row *matHeaderRowDef="displayedColumns" class="acl-header-row"></tr>
+          <tr mat-row *matRowDef="let row; columns: displayedColumns" class="acl-row" (click)="viewAccount(row)"></tr>
+        </table>
+      </div>
+
+      <mat-paginator
+        [length]="totalRecords"
+        [pageSize]="pageSize"
+        [pageIndex]="pageIndex"
+        [pageSizeOptions]="[10, 20, 50, 100]"
+        (page)="onPageChange($event)"
+        class="acl-paginator"
+        showFirstLastButtons
+      ></mat-paginator>
+    }
+  </div>
+</div>

src/app/deposits/dds-accounts/dds-accounts.component.scss

@@ -0,0 +1,56 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/* All / Active / Closed - which DDS accounts the list shows. */
+.dds-status-filter {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+  margin: 0 0 12px;
+
+  &__btn {
+    display: inline-flex;
+    align-items: center;
+    gap: 8px;
+    padding: 6px 14px;
+    border: 1px solid rgb(0 0 0 / 12%);
+    border-radius: 999px;
+    background: #fff;
+    color: rgb(0 0 0 / 70%);
+    font-size: 0.85rem;
+    font-weight: 500;
+    cursor: pointer;
+
+    &.is-on {
+      border-color: #1565c0;
+      background: #e3f2fd;
+      color: #0d47a1;
+    }
+
+    &--active.is-on {
+      border-color: #2e7d32;
+      background: #e8f5e9;
+      color: #1b5e20;
+    }
+
+    &--closed.is-on {
+      border-color: #c62828;
+      background: #ffebee;
+      color: #b71c1c;
+    }
+  }
+
+  &__count {
+    min-width: 22px;
+    padding: 0 6px;
+    border-radius: 999px;
+    background: rgb(0 0 0 / 8%);
+    font-size: 0.75rem;
+    text-align: center;
+  }
+}

src/app/deposits/dds-accounts/dds-accounts.component.ts

@@ -0,0 +1,265 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnDestroy, OnInit, inject } from '@angular/core';
+import { Router } from '@angular/router';
+import { FormControl, ReactiveFormsModule } from '@angular/forms';
+import { NgClass } from '@angular/common';
+import { MatPaginator, PageEvent } from '@angular/material/paginator';
+import {
+  MatCell,
+  MatCellDef,
+  MatColumnDef,
+  MatHeaderCell,
+  MatHeaderCellDef,
+  MatHeaderRow,
+  MatHeaderRowDef,
+  MatRow,
+  MatRowDef,
+  MatTable
+} from '@angular/material/table';
+import { MatTooltipModule } from '@angular/material/tooltip';
+import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { Subject, merge } from 'rxjs';
+import { debounceTime, distinctUntilChanged, takeUntil } from 'rxjs/operators';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
+import { OrganizationService } from 'app/organization/organization.service';
+
+/**
+ * The DDS accounts, listed the way Savings Accounts lists savings: account number, client, product,
+ * balance and status, searched by account number or client and narrowed by opening date. Each opens
+ * onto the account's own page and its transactions.
+ *
+ * Read-only. Accounts are opened and changed from DDS Party Master; money moves through collections,
+ * the cashier and the batch runs.
+ */
+@Component({
+  selector: 'mifosx-dds-accounts',
+  templateUrl: './dds-accounts.component.html',
+  // The Savings Accounts list's own look, so the two screens read as one family.
+  styleUrls: [
+    '../../accounts/accounts-list/accounts-list.component.scss',
+    './dds-accounts.component.scss'
+  ],
+  standalone: true,
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    ReactiveFormsModule,
+    NgClass,
+    FaIconComponent,
+    MatTable,
+    MatColumnDef,
+    MatHeaderCellDef,
+    MatHeaderCell,
+    MatCellDef,
+    MatCell,
+    MatHeaderRowDef,
+    MatHeaderRow,
+    MatRowDef,
+    MatRow,
+    MatPaginator,
+    MatTooltipModule,
+    MatProgressSpinnerModule,
+    FormatNumberPipe
+  ]
+})
+export class DdsAccountsComponent implements OnInit, OnDestroy {
+  private organizationService = inject(OrganizationService);
+  private router = inject(Router);
+  private destroy$ = new Subject<void>();
+
+  displayedColumns = [
+    'accountNo',
+    'depositType',
+    'clientName',
+    'productName',
+    'balance',
+    'status',
+    'actions'
+  ];
+
+  /** Every DDS account, fetched once; search, dates and paging work on this. */
+  private allAccounts: any[] = [];
+  /** The accounts matching the search and dates, whatever their status - what the status counts read. */
+  private beforeStatus: any[] = [];
+  /** The accounts matching the search, dates and status, before paging. */
+  private matching: any[] = [];
+
+  /** Which accounts are shown: all of them, only the open ones, or only the closed. */
+  statusFilter: 'ALL' | 'ACTIVE' | 'CLOSED' = 'ALL';
+  /** The page on screen. */
+  rows: any[] = [];
+
+  pageSize = 20;
+  pageIndex = 0;
+  isLoading = false;
+
+  searchControl = new FormControl('');
+  searchType: 'accountNo' | 'clientName' = 'accountNo';
+  fromDateControl = new FormControl('');
+  toDateControl = new FormControl('');
+  asOnDateControl = new FormControl('');
+
+  readonly today = new Date().toISOString().split('T')[0];
+
+  get totalRecords(): number {
+    return this.matching.length;
+  }
+
+  get activeCount(): number {
+    return this.beforeStatus.filter((account) => account.status === 'ACTIVE').length;
+  }
+
+  get closedCount(): number {
+    return this.beforeStatus.filter((account) => account.status === 'CLOSED').length;
+  }
+
+  get allCount(): number {
+    return this.beforeStatus.length;
+  }
+
+  setStatusFilter(status: 'ALL' | 'ACTIVE' | 'CLOSED'): void {
+    this.statusFilter = status;
+    this.pageIndex = 0;
+    this.applyFilters();
+  }
+
+  get hasDateFilters(): boolean {
+    return !!((this.fromDateControl.value && this.toDateControl.value) || this.asOnDateControl.value);
+  }
+
+  ngOnInit(): void {
+    this.loadAccounts();
+
+    this.searchControl.valueChanges
+      .pipe(debounceTime(300), distinctUntilChanged(), takeUntil(this.destroy$))
+      .subscribe(() => {
+        this.pageIndex = 0;
+        this.applyFilters();
+      });
+    merge(this.fromDateControl.valueChanges, this.toDateControl.valueChanges, this.asOnDateControl.valueChanges)
+      .pipe(debounceTime(300), takeUntil(this.destroy$))
+      .subscribe(() => {
+        this.pageIndex = 0;
+        this.applyFilters();
+      });
+  }
+
+  ngOnDestroy(): void {
+    this.destroy$.next();
+    this.destroy$.complete();
+  }
+
+  loadAccounts(): void {
+    this.isLoading = true;
+    this.organizationService
+      .getParties()
+      .pipe(takeUntil(this.destroy$))
+      .subscribe({
+        next: (parties: any) => {
+          // Newest first, as the savings list shows them.
+          this.allAccounts = (Array.isArray(parties) ? parties : parties?.pageItems || []).sort(
+            (a: any, b: any) => Number(b.id) - Number(a.id)
+          );
+          this.isLoading = false;
+          this.applyFilters();
+        },
+        error: () => {
+          this.allAccounts = [];
+          this.isLoading = false;
+          this.applyFilters();
+        }
+      });
+  }
+
+  /** Search by account number or client, and by the day the account was opened. */
+  private applyFilters(): void {
+    const term = String(this.searchControl.value || '')
+      .trim()
+      .toLowerCase();
+    const fromVal = this.fromDateControl.value;
+    const toVal = this.toDateControl.value;
+    const bothDates = !!(fromVal && toVal);
+    const asOn = this.asOnDateControl.value;
+
+    this.beforeStatus = this.allAccounts.filter((account: any) => {
+      if (term) {
+        const haystack =
+          this.searchType === 'accountNo'
+            ? `${account.accountNo || ''} ${account.partyCode || ''}`
+            : `${account.clientName || ''} ${account.partyName || ''}`;
+        if (!haystack.toLowerCase().includes(term)) {
+          return false;
+        }
+      }
+      const opened = String(account.openingDate || '');
+      if (bothDates && opened && (opened < String(fromVal) || opened > String(toVal))) {
+        return false;
+      }
+      // As on a date: the accounts that had been opened by then.
+      if (asOn && opened && opened > String(asOn)) {
+        return false;
+      }
+      return true;
+    });
+    this.matching =
+      this.statusFilter === 'ALL'
+        ? this.beforeStatus
+        : this.beforeStatus.filter((account: any) => account.status === this.statusFilter);
+    this.showPage();
+  }
+
+  private showPage(): void {
+    const start = this.pageIndex * this.pageSize;
+    this.rows = this.matching.slice(start, start + this.pageSize);
+  }
+
+  onPageChange(event: PageEvent): void {
+    this.pageIndex = event.pageIndex;
+    this.pageSize = event.pageSize;
+    this.showPage();
+  }
+
+  toggleSearchType(): void {
+    this.searchType = this.searchType === 'accountNo' ? 'clientName' : 'accountNo';
+    this.pageIndex = 0;
+    this.applyFilters();
+  }
+
+  clearSearch(): void {
+    this.searchControl.setValue('');
+  }
+
+  clearDateFilters(): void {
+    this.fromDateControl.setValue('', { emitEvent: false });
+    this.toDateControl.setValue('', { emitEvent: false });
+    this.asOnDateControl.setValue('', { emitEvent: false });
+    this.pageIndex = 0;
+    this.applyFilters();
+  }
+
+  viewAccount(account: any): void {
+    this.router.navigate([
+      '/accounts/dds-accounts',
+      account.id
+    ]);
+  }
+
+  getStatusClass(account: any): string {
+    switch (account?.status) {
+      case 'ACTIVE':
+        return 'status--active';
+      case 'CLOSED':
+        return 'status--closed';
+      default:
+        return 'status--default';
+    }
+  }
+}

src/app/deposits/dds-approvals/dds-approval-notice.ts

@@ -0,0 +1,46 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { OrganizationService } from 'app/organization/organization.service';
+import { AlertService } from 'app/core/alert/alert.service';
+
+/**
+ * Whether the server held a DDS entry for a checker rather than carrying it out. The reply then
+ * names the entry (commandId) and asks for the work to be rolled back, and carries no result of its own.
+ */
+export function heldForApproval(response: any): boolean {
+  return !!response?.rollbackTransaction || (!!response?.commandId && response?.resourceId == null);
+}
+
+/**
+ * Tells the clerk their entry went to a checker - with the voucher it will move under - instead of
+ * saying it was done. Nothing has moved yet, and a message that read as though it had would send them
+ * looking for money that is still waiting on a manager.
+ */
+export function announceHeldForApproval(
+  response: any,
+  what: string,
+  organizationService: OrganizationService,
+  alertService: AlertService
+): void {
+  const say = (voucherNo?: string) =>
+    alertService.alert({
+      type: 'Sent for Approval',
+      message:
+        `${what} sent for approval${voucherNo ? ' under voucher ' + voucherNo : ''}. ` +
+        'It takes effect once a checker approves it in Approval Center › DDS Approvals.'
+    });
+  if (!response?.commandId) {
+    say();
+    return;
+  }
+  organizationService.getDdsApproval(response.commandId).subscribe({
+    next: (entry: any) => say(entry?.voucherNo),
+    error: () => say()
+  });
+}

src/app/deposits/dds-approvals/dds-approval-review/dds-approval-review.component.html

@@ -0,0 +1,265 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<!-- Laid out as Disbursement & Transfers reviews its requests, and styled by the same sheet. -->
+<div class="dri dri--dialog">
+  <nav class="cashier-nav cashier-nav--clerk">
+    <span class="dri-header-title">DDS {{ entry.type }} Review</span>
+    <span class="cashier-nav__esc-hint" (click)="close()">✕ Close</span>
+  </nav>
+
+  @if (loading) {
+    <div class="dri-loading">
+      <mat-icon class="dri-loading__icon">hourglass_empty</mat-icon>
+      <span>Loading entry…</span>
+    </div>
+  } @else {
+    <div class="dri-body">
+      <!-- Header card: the voucher it moves under, its status, who made it and when -->
+      <div class="dri-card dri-card--header">
+        <div class="dri-card-header">
+          <div class="dri-card-header__left">
+            <span class="dri-voucher">{{ voucherNo || '—' }}</span>
+            <span class="dri-status" [ngClass]="statusClass(entry.status)">
+              {{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
+            </span>
+          </div>
+          <div class="dri-card-header__meta">
+            <span class="dri-meta-item">
+              <mat-icon>person</mat-icon>
+              {{ entry.makerName || entry.maker }} ({{ entry.maker }})
+            </span>
+            <span class="dri-meta-item">
+              <mat-icon>schedule</mat-icon>
+              {{ formatDateTime(entry.madeOn) }}
+            </span>
+            @if (entry.status !== 'PENDING' && entry.checker) {
+              <span class="dri-meta-item">
+                <mat-icon>check_circle</mat-icon>
+                Actioned by: {{ entry.checkerName || entry.checker }}
+              </span>
+            }
+          </div>
+        </div>
+      </div>
+
+      <!-- Summary -->
+      <div class="dri-card">
+        <div class="dri-section-title">
+          <mat-icon>swap_horiz</mat-icon>
+          {{ entry.type }} Summary
+        </div>
+        <div class="dri-detail-grid">
+          <div class="dri-detail-item">
+            <span class="dri-detail-label">Total Amount</span>
+            <span class="dri-detail-value dri-amount">
+              {{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
+            </span>
+          </div>
+          <div class="dri-detail-item">
+            <span class="dri-detail-label">DR Accounts</span>
+            <span class="dri-detail-value"
+              >{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
+            >
+          </div>
+          <div class="dri-detail-item">
+            <span class="dri-detail-label">CR Accounts</span>
+            <span class="dri-detail-value"
+              >{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
+            >
+          </div>
+          <div class="dri-detail-item dri-detail-item--full">
+            <span class="dri-detail-label">Details</span>
+            <span class="dri-detail-value">{{ entry.details || '—' }}</span>
+          </div>
+          @if (detail?.description) {
+            <div class="dri-detail-item dri-detail-item--full">
+              <span class="dri-detail-label">Description</span>
+              <span class="dri-detail-value">{{ detail.description }}</span>
+            </div>
+          }
+        </div>
+      </div>
+
+      <!-- Debit entries -->
+      @if (debitLines.length) {
+        <div class="dri-card">
+          <div class="dri-section-title">
+            <mat-icon>arrow_upward</mat-icon>
+            Debit Entries ({{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }} — funds out)
+          </div>
+          <table class="dri-cr-table">
+            <thead>
+              <tr>
+                <th>#</th>
+                <th>Account No</th>
+                <th>Account Name</th>
+                <th>Type</th>
+                <th class="num">Amount (DR)</th>
+              </tr>
+            </thead>
+            <tbody>
+              @for (line of debitLines; track $index; let i = $index) {
+                <tr>
+                  <td class="dri-cr-idx">{{ i + 1 }}</td>
+                  <td class="cell-mono">{{ line.accountNo || '—' }}</td>
+                  <td>{{ line.accountName || '—' }}</td>
+                  <td>
+                    <span class="dri-type-badge">{{ line.type || '—' }}</span>
+                  </td>
+                  <td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
+                </tr>
+              }
+              <tr class="dri-cr-total-row">
+                <td colspan="4" class="dri-cr-total-label">Total Debit</td>
+                <td class="num dri-cr-total-amount">₹{{ total(debitLines) | number: '1.2-2' }}</td>
+              </tr>
+            </tbody>
+          </table>
+        </div>
+      }
+
+      <!-- Credit entries -->
+      @if (creditLines.length) {
+        <div class="dri-card">
+          <div class="dri-section-title">
+            <mat-icon>arrow_downward</mat-icon>
+            Credit Entries ({{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }} — funds in)
+          </div>
+          <table class="dri-cr-table">
+            <thead>
+              <tr>
+                <th>#</th>
+                <th>Account No</th>
+                <th>Account Name</th>
+                <th>Type</th>
+                <th class="num">Amount (CR)</th>
+              </tr>
+            </thead>
+            <tbody>
+              @for (line of creditLines; track $index; let i = $index) {
+                <tr>
+                  <td class="dri-cr-idx">{{ i + 1 }}</td>
+                  <td class="cell-mono">{{ line.accountNo || '—' }}</td>
+                  <td>{{ line.accountName || '—' }}</td>
+                  <td>
+                    <span class="dri-type-badge">{{ line.type || '—' }}</span>
+                  </td>
+                  <td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
+                </tr>
+              }
+              <tr class="dri-cr-total-row">
+                <td colspan="4" class="dri-cr-total-label">Total Credit</td>
+                <td class="num dri-cr-total-amount">₹{{ total(creditLines) | number: '1.2-2' }}</td>
+              </tr>
+            </tbody>
+          </table>
+        </div>
+      }
+
+      @if (entry.status === 'PENDING' && isMine && !done) {
+        <div class="dri-card dri-card--processing">
+          <div class="dri-section-title">
+            <mat-icon>info</mat-icon>
+            Your own entry
+          </div>
+          <p class="dri-processing-text">
+            You made this entry, so another user with checker rights has to approve or reject it.
+          </p>
+        </div>
+      }
+
+      @if (entry.status === 'REJECTED') {
+        <div class="dri-card dri-card--rejected">
+          <div class="dri-section-title">
+            <mat-icon>cancel</mat-icon>
+            Rejected
+          </div>
+          <p class="dri-rejection-text">
+            Nothing was done{{ voucherNo ? '. Voucher ' + voucherNo + ' is cancelled and will not be used' : '' }}.
+          </p>
+          @if (entry.checker) {
+            <div class="dri-meta-item" style="margin-top: 8px">
+              <mat-icon>manage_accounts</mat-icon>
+              {{ entry.checker }}
+            </div>
+          }
+        </div>
+      }
+
+      @if (entry.status === 'APPROVED') {
+        <div class="dri-card dri-card--approved">
+          <div class="dri-section-title">
+            <mat-icon>check_circle</mat-icon>
+            Approved and carried out
+          </div>
+          <p class="dri-txn-refs cell-mono">
+            {{
+              voucherNo
+                ? 'Voucher ' + voucherNo
+                : entry.entity === 'DDSBATCH'
+                  ? 'Posting is running - refresh for its voucher'
+                  : '—'
+            }}
+          </p>
+          <div class="dri-meta-item" style="margin-top: 8px">
+            <mat-icon>manage_accounts</mat-icon>
+            Approved by: {{ entry.checker || '—' }}
+          </div>
+        </div>
+      }
+
+      @if (error) {
+        <div class="dri-card dri-card--failed">
+          <div class="dri-section-title">
+            <mat-icon>error</mat-icon>
+            Could not complete
+          </div>
+          <p class="dri-rejection-text">{{ error }}</p>
+        </div>
+      }
+
+      @if (entry.status === 'PENDING' && !done) {
+        <div class="dri-actions">
+          @if (!confirmReject) {
+            <button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
+              <mat-icon>check_circle</mat-icon>
+              {{ working ? 'Processing…' : 'Approve ' + entry.type }}
+            </button>
+            <button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="confirmReject = true">
+              <mat-icon>cancel</mat-icon>
+              Reject
+            </button>
+          } @else {
+            <div class="dri-reject-form">
+              <label class="dri-reject-label">
+                Reject this entry? Nothing will be done{{
+                  voucherNo ? ' and voucher ' + voucherNo + ' will be cancelled' : ''
+                }}.
+              </label>
+              <div class="dri-reject-actions">
+                <button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="act('reject')">
+                  <mat-icon>cancel</mat-icon>
+                  {{ working ? 'Processing…' : 'Confirm Rejection' }}
+                </button>
+                <button
+                  type="button"
+                  class="dri-btn dri-btn--ghost"
+                  [disabled]="working"
+                  (click)="confirmReject = false"
+                >
+                  Cancel
+                </button>
+              </div>
+            </div>
+          }
+        </div>
+      }
+    </div>
+  }
+</div>

src/app/deposits/dds-approvals/dds-approval-review/dds-approval-review.component.ts

@@ -0,0 +1,148 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
+import { MatIconModule } from '@angular/material/icon';
+
+import { OrganizationService } from 'app/organization/organization.service';
+
+/**
+ * One DDS entry, laid out the way Disbursement & Transfers reviews a request - voucher and status on
+ * top, who made it and when, then the debit and credit entries it moves - and styled by the same
+ * sheet, so a checker reads both queues the same way.
+ *
+ * The checker approves it, which carries it out under the voucher numbered when it was sent, or
+ * rejects it, which leaves nothing done and cancels that number. Neither is offered to the user who
+ * made the entry, and the server refuses it as well.
+ */
+@Component({
+  selector: 'mifosx-dds-approval-review',
+  templateUrl: './dds-approval-review.component.html',
+  styleUrls: ['../../../clerk/disbursement-review/disbursement-review.component.scss'],
+  standalone: true,
+  imports: [
+    CommonModule,
+    MatDialogModule,
+    MatIconModule
+  ]
+})
+export class DdsApprovalReviewComponent implements OnInit {
+  private organizationService = inject(OrganizationService);
+  private dialogRef = inject(MatDialogRef<DdsApprovalReviewComponent>);
+  data = inject<any>(MAT_DIALOG_DATA);
+
+  entry: any = this.data.entry;
+  /** The entry in full, with the debit and credit sides it moves. */
+  detail: any = null;
+  loading = true;
+  working = false;
+  confirmReject = false;
+  done = false;
+  error = '';
+  /** Set by an approval, in case the list row did not carry the number yet. */
+  approvedVoucher = '';
+
+  ngOnInit(): void {
+    this.load();
+  }
+
+  private load(): void {
+    this.organizationService.getDdsApproval(this.entry.id).subscribe({
+      next: (detail: any) => {
+        this.detail = detail;
+        this.entry = { ...this.entry, ...detail };
+        this.loading = false;
+      },
+      error: () => (this.loading = false)
+    });
+  }
+
+  get voucherNo(): string {
+    return this.approvedVoucher || this.entry?.voucherNo || '';
+  }
+
+  get debitLines(): any[] {
+    return (this.detail?.lines || []).filter((line: any) => line.side === 'DR');
+  }
+
+  get creditLines(): any[] {
+    return (this.detail?.lines || []).filter((line: any) => line.side === 'CR');
+  }
+
+  total(lines: any[]): number {
+    return lines.reduce((sum: number, line: any) => sum + Number(line.amount || 0), 0);
+  }
+
+  get isMine(): boolean {
+    return !!this.data.currentUserId && Number(this.entry.makerId) === Number(this.data.currentUserId);
+  }
+
+  get canAct(): boolean {
+    return this.entry.status === 'PENDING' && !this.isMine && !this.done && !this.working;
+  }
+
+  statusClass(status: string): string {
+    const map: Record<string, string> = {
+      PENDING: 'dri-status--pending',
+      APPROVED: 'dri-status--approved',
+      REJECTED: 'dri-status--rejected'
+    };
+    return map[status] ?? '';
+  }
+
+  act(command: 'approve' | 'reject'): void {
+    this.working = true;
+    this.error = '';
+    this.organizationService.actOnDdsApproval(this.entry.id, command).subscribe({
+      next: (result: any) => {
+        this.working = false;
+        this.done = true;
+        this.approvedVoucher = result?.voucherNo || '';
+        this.entry = {
+          ...this.entry,
+          status: command === 'approve' ? 'APPROVED' : 'REJECTED',
+          voucherCancelled: command === 'reject' && !!this.voucherNo
+        };
+        // The approved entry's sides are now the voucher's own lines.
+        this.load();
+      },
+      error: (err: any) => {
+        this.working = false;
+        const body = err?.error;
+        this.error =
+          body?.errors?.[0]?.defaultUserMessage ||
+          body?.defaultUserMessage ||
+          body?.developerMessage ||
+          'Could not complete this.';
+      }
+    });
+  }
+
+  /** The same form Disbursement & Transfers prints its times in: 29 Sept 2026, 01:25 pm. */
+  formatDateTime(val: any): string {
+    if (!val) {
+      return '—';
+    }
+    const d = new Date(String(val).replace(' ', 'T'));
+    return isNaN(d.getTime())
+      ? String(val)
+      : d.toLocaleString('en-IN', {
+          day: '2-digit',
+          month: 'short',
+          year: 'numeric',
+          hour: '2-digit',
+          minute: '2-digit'
+        });
+  }
+
+  close(): void {
+    this.dialogRef.close(this.done);
+  }
+}

src/app/deposits/dds-approvals/dds-approvals.component.html

@@ -0,0 +1,176 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cv-tab-content wri-tab">
+  <div class="wri-action-bar">
+    <div class="wri-action-bar__left">
+      <mat-icon class="wri-action-bar__icon">savings</mat-icon>
+      <div>
+        <div class="wri-action-bar__title">DDS Approvals</div>
+        <div class="wri-action-bar__sub">
+          Review, approve or reject DDS entries - transfers, payouts, early closures, receipts applied and postings.
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <div class="wri-filter-bar">
+    <select class="wri-filter-select" [(ngModel)]="filterStatus" (change)="onFilterChange()">
+      @for (opt of statusOptions; track opt.value) {
+        <option [value]="opt.value">{{ opt.label }}</option>
+      }
+    </select>
+
+    <span class="wri-fb-sep"></span>
+
+    <div class="wri-presets">
+      @for (p of datePresets; track p.key) {
+        <button
+          type="button"
+          class="wri-preset-chip"
+          [class.wri-preset-chip--active]="activePreset === p.key"
+          (click)="applyPreset(p.key)"
+        >
+          {{ p.label }}
+        </button>
+      }
+    </div>
+
+    <span class="wri-fb-sep"></span>
+
+    <div class="wri-date-range">
+      <div class="wri-date-box">
+        <span class="wri-date-box__lbl">From</span>
+        <input
+          class="wri-date-box__input"
+          [matDatepicker]="fromPicker"
+          [(ngModel)]="fromDate"
+          [max]="maxDate"
+          (dateChange)="onFromDateChange()"
+          readonly
+        />
+        <button type="button" class="wri-date-box__btn" (click)="fromPicker.open()">
+          <mat-icon>event</mat-icon>
+        </button>
+        <mat-datepicker #fromPicker></mat-datepicker>
+      </div>
+      <span class="wri-date-range__sep">—</span>
+      <div class="wri-date-box">
+        <span class="wri-date-box__lbl">To</span>
+        <input
+          class="wri-date-box__input"
+          [matDatepicker]="toPicker"
+          [(ngModel)]="toDate"
+          [min]="fromDate"
+          [max]="maxDate"
+          (dateChange)="onToDateChange()"
+          readonly
+        />
+        <button type="button" class="wri-date-box__btn" (click)="toPicker.open()">
+          <mat-icon>event</mat-icon>
+        </button>
+        <mat-datepicker #toPicker></mat-datepicker>
+      </div>
+    </div>
+
+    <button type="button" class="wri-btn wri-btn--refresh" (click)="load()" [disabled]="loading">
+      <mat-icon>refresh</mat-icon>
+    </button>
+  </div>
+
+  @if (loading) {
+    <div class="empty-state">
+      <p class="empty-title">Loading…</p>
+    </div>
+  } @else if (loaded && entries.length === 0) {
+    <div class="empty-state">
+      <i class="fas fa-inbox empty-icon"></i>
+      <p class="empty-title">No DDS entries</p>
+      <p class="empty-text">
+        @if (filterStatus === 'PENDING') {
+          There are no DDS entries waiting for approval.
+        } @else {
+          No {{ filterStatus | lowercase }} DDS entries found.
+        }
+      </p>
+    </div>
+  } @else {
+    <div class="wri-table-wrap">
+      <table class="wri-table">
+        <thead>
+          <tr>
+            <th class="wri-th-id">Voucher No</th>
+            <th>Type</th>
+            <th>Account / Details</th>
+            <th class="num">Amount</th>
+            <th>Entries</th>
+            <th>Clerk</th>
+            <th>Reviewed By</th>
+            <th>Submitted At</th>
+            <th>Status</th>
+            <th class="wri-th-action">Action</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (e of pagedEntries; track e.id) {
+            <tr class="wri-row" (click)="review(e)">
+              <td class="cell-mono wri-voucher">
+                {{ e.voucherNo || '—' }}
+                @if (e.voucherCancelled) {
+                  <span class="wri-gl-name">(cancelled)</span>
+                }
+              </td>
+              <td>
+                <span class="wri-credit-badge" [style.background]="typeColor(e)">{{ e.type }}</span>
+              </td>
+              <td>
+                <span class="wri-gl-name">{{ e.details || '—' }}</span>
+              </td>
+              <td class="num wri-amount">
+                {{ e.amount !== null && e.amount !== undefined ? '₹' + (e.amount | number: '1.2-2') : '—' }}
+              </td>
+              <td class="wri-credit-count">
+                @if (e.entries) {
+                  <span class="wri-credit-badge">{{ e.entries }} account{{ e.entries !== 1 ? 's' : '' }}</span>
+                } @else {
+                  —
+                }
+              </td>
+              <td>
+                {{ e.makerName || e.maker || '—' }}
+                @if (isMine(e) && e.status === 'PENDING') {
+                  <span class="wri-gl-name">(you)</span>
+                }
+              </td>
+              <td>{{ e.status === 'PENDING' ? '—' : e.checkerName || e.checker || '—' }}</td>
+              <td class="wri-dt">{{ formatDateTime(e.madeOn) }}</td>
+              <td>
+                <span class="wri-status" [ngClass]="statusClass(e.status)">{{ e.status | titlecase }}</span>
+              </td>
+              <td class="wri-action-cell" (click)="$event.stopPropagation()">
+                <button type="button" class="wri-btn wri-btn--review" (click)="review(e)">
+                  <mat-icon>rate_review</mat-icon>
+                  Review
+                </button>
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+
+    <mat-paginator
+      [length]="entries.length"
+      [pageSize]="pageSize"
+      [pageSizeOptions]="pageSizeOptions"
+      [pageIndex]="pageIndex"
+      showFirstLastButtons
+      (page)="onPageChange($event)"
+    ></mat-paginator>
+  }
+</div>