fix: restore Product Approval action button colors

package.json

@@ -36,8 +36,7 @@
     "playwright:headed": "playwright test --headed",
     "playwright:debug": "playwright test --debug",
     "headers:check": "node scripts/check-file-headers.js",
-    "headers:add": "node scripts/add-file-headers.js",
-    "mock:dip": "node \"../cbsnexora-backend/scripts/mock-dip-lookup-service.js\""
+    "headers:add": "node scripts/add-file-headers.js"
   },
   "dependencies": {
     "@angular/animations": "20.3.16",

src/app/accounting/accounting.service.ts

@@ -44,26 +44,6 @@ export class AccountingService {
     return this.http.get('/accounting/profitandloss', { params: httpParams });
   }
 
-  /**
-   * How much profit a share dividend may actually be declared out of — net profit reduced by the
-   * statutory appropriations that legally precede a dividend (Statutory Reserve Fund, education
-   * fund) and by dividends already declared for other share products over an overlapping period.
-   * @param {string} fromDate Period start, yyyy-MM-dd.
-   * @param {string} toDate Period end, yyyy-MM-dd.
-   * @param {string} excludeProductId Leave this product's own declarations out of `alreadyDeclared`
-   *   (its overlapping declaration is separately blocked outright, so counting it would double up).
-   * @returns {Observable<any>} `{ netProfit, statutoryReserveAmount, educationFundAmount,
-   *   distributableProfit, alreadyDeclared, availableForDeclaration, maximumRatePercentage,
-   *   existingDeclarations[] }`.
-   */
-  getDistributableProfit(fromDate: string, toDate: string, excludeProductId?: string): Observable<any> {
-    let httpParams = new HttpParams().set('fromDate', fromDate).set('toDate', toDate);
-    if (excludeProductId) {
-      httpParams = httpParams.set('excludeProductId', excludeProductId);
-    }
-    return this.http.get('/accounting/distributable-profit', { params: httpParams });
-  }
-
   /**
    * Total share dividend actually paid to members in a date range — derived from the Dividend
    * Payable GL account's own ledger (no separate "Dividend Paid" account needed).

src/app/accounting/chart-of-accounts/create-gl-account/create-gl-account.component.html

@@ -119,7 +119,7 @@
         <button
           mat-raised-button
           color="primary"
-          [disabled]="!glAccountForm.valid"
+          [disabled]="!glAccountForm.valid || submitting"
           *mifosxHasPermission="'CREATE_GLACCOUNT'"
         >
           {{ 'labels.buttons.Submit' | translate }}

src/app/accounting/chart-of-accounts/create-gl-account/create-gl-account.component.ts

@@ -14,6 +14,7 @@ import { MatDialog } from '@angular/material/dialog';
 
 /** Custom Services */
 import { AccountingService } from '../../accounting.service';
+import { AlertService } from 'app/core/alert/alert.service';
 import { PopoverService } from '../../../configuration-wizard/popover/popover.service';
 import { ConfigurationWizardService } from '../../../configuration-wizard/configuration-wizard.service';
 
@@ -42,6 +43,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 export class CreateGlAccountComponent implements OnInit, AfterViewInit {
   private formBuilder = inject(UntypedFormBuilder);
   private accountingService = inject(AccountingService);
+  private alertService = inject(AlertService);
   private route = inject(ActivatedRoute);
   private router = inject(Router);
   private configurationWizardService = inject(ConfigurationWizardService);
@@ -50,6 +52,8 @@ export class CreateGlAccountComponent implements OnInit, AfterViewInit {
 
   /** GL account form. */
   glAccountForm: UntypedFormGroup;
+  /** Submitting state to prevent duplicate submissions. */
+  submitting = false;
   /** Chart of accounts data. */
   chartOfAccountsData: any;
   /** Account type data. */
@@ -166,24 +170,40 @@ export class CreateGlAccountComponent implements OnInit, AfterViewInit {
 
   /**
    * Submits the gl account form and creates gl account,
-   * if successful redirects to view created account.
+   * if successful redirects to view created account or back to list if awaiting approval.
    */
   submit() {
-    if (this.glAccountForm.invalid) {
+    if (this.glAccountForm.invalid || this.submitting) {
       return;
     }
-    this.accountingService.createGlAccount(this.glAccountForm.value).subscribe((response: any) => {
-      if (this.configurationWizardService.showChartofAccounts) {
-        this.configurationWizardService.showChartofAccounts = false;
-        this.openDialog();
-      } else {
-        this.router.navigate(
-          [
-            '../view',
-            response.resourceId
-          ],
-          { relativeTo: this.route }
-        );
+    this.submitting = true;
+    this.accountingService.createGlAccount(this.glAccountForm.value).subscribe({
+      next: (response: any) => {
+        if (response?.resourceId) {
+          if (this.configurationWizardService.showChartofAccounts) {
+            this.configurationWizardService.showChartofAccounts = false;
+            this.openDialog();
+          } else {
+            this.router.navigate(
+              [
+                '../view',
+                response.resourceId
+              ],
+              { relativeTo: this.route }
+            );
+          }
+        } else if (response?.rollbackTransaction) {
+          this.alertService.alert({
+            type: 'Success',
+            message: 'GL Account submitted successfully for approval.'
+          });
+          this.router.navigate([this.cancelRoute], { relativeTo: this.route });
+        } else {
+          this.router.navigate([this.cancelRoute], { relativeTo: this.route });
+        }
+      },
+      error: () => {
+        this.submitting = false;
       }
     });
   }

src/app/cashier/account-register/account-register.component.html

@@ -1,169 +0,0 @@
-<!--
-  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 ar-print">
-  <header class="pg-head">
-    <div>
-      <div class="pg-eyebrow">REPORTS · ACCOUNT REGISTER</div>
-      <h1 class="pg-title">Account Register</h1>
-      <p class="pg-sub">
-        Every account as it stood on the chosen date — which ones opened and closed that day, the balance each held
-        then, and what it holds now.
-      </p>
-    </div>
-    <div class="pg-toolbar ar-noprint">
-      <button type="button" class="pg-btn" (click)="shiftDate(-1)" title="Previous day">
-        <mat-icon>chevron_left</mat-icon>
-      </button>
-      <label class="pg-field">
-        <span>As on date</span>
-        <input type="date" [value]="date" (change)="date = $any($event.target).value; load()" />
-      </label>
-      <button type="button" class="pg-btn" (click)="shiftDate(1)" title="Next day">
-        <mat-icon>chevron_right</mat-icon>
-      </button>
-      <button type="button" class="pg-btn" (click)="goToday()">Today</button>
-      <button type="button" class="pg-btn pg-btn--primary" (click)="load()" [disabled]="loading">
-        <mat-icon>refresh</mat-icon> Reload
-      </button>
-    </div>
-  </header>
-
-  <!-- Shown only on paper, where the toolbar is hidden and the date has to be stated. -->
-  <p class="ar-printhead">Account Register as on {{ date }} · {{ section }}</p>
-
-  <div class="db-filters ar-noprint">
-    <label class="pg-field">
-      <span>Section</span>
-      <select [(ngModel)]="section" (change)="load()">
-        @for (s of sections; track s.value) {
-          <option [value]="s.value">{{ s.label }}</option>
-        }
-      </select>
-    </label>
-    <label class="pg-field ar-check">
-      <span>Movement</span>
-      <span class="ar-check__box">
-        <input type="checkbox" [(ngModel)]="movementOnly" />
-        Only accounts opened / closed on this date
-      </span>
-    </label>
-    <label class="pg-field db-filters__search">
-      <span>Search</span>
-      <input type="text" [(ngModel)]="search" placeholder="Account no, client, product, status…" />
-    </label>
-    <button type="button" class="pg-btn" (click)="printRegister()" [disabled]="filteredRows.length === 0">
-      <mat-icon>print</mat-icon> Print
-    </button>
-    <button type="button" class="pg-btn" (click)="exportCsv()" [disabled]="filteredRows.length === 0">
-      <mat-icon>download</mat-icon> CSV
-    </button>
-  </div>
-
-  @if (errorMsg) {
-    <div class="pg-alert pg-alert--error">{{ errorMsg }}</div>
-  }
-
-  @if (loading) {
-    <div class="pg-empty">Loading…</div>
-  }
-
-  @if (!loading && loaded) {
-    <!-- What actually happened that day, read before the list itself. -->
-    <div class="ar-summary">
-      <div class="ar-summary__item ar-summary__item--in">
-        <span class="ar-summary__label">Accounts opened on {{ date }}</span>
-        <span class="ar-summary__value">{{ openedCount }}</span>
-      </div>
-      <div class="ar-summary__item ar-summary__item--out">
-        <span class="ar-summary__label">Accounts closed on {{ date }}</span>
-        <span class="ar-summary__value">{{ closedCount }}</span>
-      </div>
-      <div class="ar-summary__item">
-        <span class="ar-summary__label">Balance on {{ date }}</span>
-        <span class="ar-summary__value">₹{{ shownBalanceOnDate | number: '1.2-2' }}</span>
-      </div>
-      <div class="ar-summary__item">
-        <span class="ar-summary__label">Current balance</span>
-        <span class="ar-summary__value">₹{{ shownCurrentBalance | number: '1.2-2' }}</span>
-      </div>
-    </div>
-  }
-
-  @if (!loading && loaded && filteredRows.length === 0) {
-    <div class="pg-empty">
-      <mat-icon>account_balance_wallet</mat-icon>
-      <p>
-        @if (movementOnly) {
-          No account was opened or closed on {{ date }}.
-        } @else {
-          No accounts existed on {{ date }}.
-        }
-      </p>
-    </div>
-  }
-
-  @if (filteredRows.length > 0) {
-    <div class="pg-card">
-      <table class="pg-table">
-        <thead>
-          <tr>
-            <th>Account No</th>
-            <th>Section</th>
-            <th>Client</th>
-            <th>Product</th>
-            <th>Status</th>
-            <th>Opened</th>
-            <th>Closed</th>
-            <th class="num">Balance on {{ date }}</th>
-            <th class="num">Current Balance</th>
-          </tr>
-        </thead>
-        <tbody>
-          @for (r of filteredRows; track r.section + r.accountId) {
-            <tr [class.ar-row--opened]="r.openedOnDate" [class.ar-row--closed]="r.closedOnDate">
-              <td>
-                <span class="pg-chip">{{ r.accountNo }}</span>
-                @if (r.openedOnDate) {
-                  <span class="ar-tag ar-tag--in">OPENED</span>
-                }
-                @if (r.closedOnDate) {
-                  <span class="ar-tag ar-tag--out">CLOSED</span>
-                }
-              </td>
-              <td>{{ r.section }}</td>
-              <td>{{ r.clientName ?? '—' }}</td>
-              <td>{{ r.productName ?? '—' }}</td>
-              <td>
-                <span [class]="statusClass(r.status)">{{ r.status }}</span>
-              </td>
-              <td>{{ r.openedOn ?? '—' }}</td>
-              <td>{{ r.closedOn ?? '—' }}</td>
-              <td class="num">₹{{ r.balanceOnDate | number: '1.2-2' }}</td>
-              <td class="num">
-                ₹{{ r.currentBalance | number: '1.2-2' }}
-                @if (r.section === 'SHARE' && r.sharesHeld) {
-                  <span class="db-muted">· {{ r.sharesHeld }} sh</span>
-                }
-              </td>
-            </tr>
-          }
-        </tbody>
-        <tfoot>
-          <tr>
-            <td colspan="7">
-              {{ filteredRows.length }} account(s) · {{ openedCount }} opened · {{ closedCount }} closed
-            </td>
-            <td class="num">₹{{ shownBalanceOnDate | number: '1.2-2' }}</td>
-            <td class="num">₹{{ shownCurrentBalance | number: '1.2-2' }}</td>
-          </tr>
-        </tfoot>
-      </table>
-    </div>
-  }
-</div>

src/app/cashier/account-register/account-register.component.scss

@@ -1,144 +0,0 @@
-/**
- * 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/.
- */
-
-/* Page chrome comes from cashier-shared.scss; badges, filters and muted text are shared with the
-   day book. Only what belongs to the account register lives here. */
-
-.ar-summary {
-  display: flex;
-  gap: 12px;
-  flex-wrap: wrap;
-  margin-bottom: 14px;
-
-  &__item {
-    flex: 1 1 180px;
-    padding: 12px 16px;
-    background: #fff;
-    border: 1px solid #e2e8f0;
-    border-radius: 8px;
-
-    &--in {
-      border-left: 4px solid #16a34a;
-    }
-
-    &--out {
-      border-left: 4px solid #dc2626;
-    }
-  }
-
-  &__label {
-    display: block;
-    font-size: 10px;
-    font-weight: 800;
-    text-transform: uppercase;
-    letter-spacing: 0.05em;
-    color: #94a3b8;
-  }
-
-  &__value {
-    display: block;
-    margin-top: 4px;
-    font-size: 20px;
-    font-weight: 800;
-    font-variant-numeric: tabular-nums;
-    color: #0d1b2a;
-  }
-}
-
-/* Checkbox sits inside a pg-field, which is laid out for inputs — this keeps the label and box on
-   one line without fighting that. */
-.ar-check {
-  &__box {
-    display: flex;
-    align-items: center;
-    gap: 6px;
-    height: 38px;
-    font-size: 12px;
-    color: #475569;
-    white-space: nowrap;
-  }
-}
-
-/* Marks the accounts that actually moved on the chosen date — the reason someone opens a register
-   for a past day at all. */
-.ar-tag {
-  display: inline-block;
-  margin-left: 6px;
-  padding: 1px 6px;
-  border-radius: 4px;
-  font-size: 9px;
-  font-weight: 800;
-  letter-spacing: 0.04em;
-
-  &--in {
-    background: #dcfce7;
-    color: #15803d;
-  }
-
-  &--out {
-    background: #fee2e2;
-    color: #b91c1c;
-  }
-}
-
-.ar-row--opened td:first-child {
-  box-shadow: inset 3px 0 0 #22c55e;
-}
-
-.ar-row--closed td:first-child {
-  box-shadow: inset 3px 0 0 #ef4444;
-}
-
-/* Only shown on paper: the screen already states the date in the toolbar. */
-.ar-printhead {
-  display: none;
-}
-
-/* A register is meant to be printed and filed, so paper gets its own treatment: the toolbar and
-   filters go, the table gains borders, and rows are not split across pages. */
-@media print {
-  .ar-noprint {
-    display: none !important;
-  }
-
-  .ar-printhead {
-    display: block;
-    margin: 0 0 10px;
-    font-size: 13px;
-    font-weight: 800;
-    color: #000;
-  }
-
-  .pg {
-    padding: 0;
-  }
-
-  .ar-summary__item {
-    border: 1px solid #999;
-  }
-
-  .pg-table {
-    font-size: 10px;
-
-    th,
-    td {
-      border: 1px solid #999;
-      padding: 4px 6px;
-      color: #000;
-    }
-  }
-
-  tr {
-    page-break-inside: avoid;
-  }
-
-  /* Table headers repeat on every page, so a multi-page register stays readable. */
-  thead {
-    display: table-header-group;
-  }
-}

src/app/cashier/account-register/account-register.component.ts

@@ -1,221 +0,0 @@
-/**
- * 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 { MatIconModule } from '@angular/material/icon';
-import { catchError, of } from 'rxjs';
-import { CashierService } from '../cashier.service';
-
-interface RegisterRow {
-  accountId: number;
-  accountNo: string;
-  section: 'SAVINGS' | 'FD' | 'RD' | 'SHARE';
-  clientName: string | null;
-  productName: string | null;
-  status: string;
-  openedOn: string | null;
-  closedOn: string | null;
-  /** True when this account was opened (or closed) on the very date being viewed. */
-  openedOnDate: boolean;
-  closedOnDate: boolean;
-  /** The account's balance as it stood on the register's date, for every section. */
-  balanceOnDate: number | null;
-  currentBalance: number | null;
-  sharesHeld?: number;
-}
-
-/**
- * Account register for one date: which accounts opened and closed that day, each account's balance
- * as it stood then, and what it holds now.
- */
-@Component({
-  selector: 'mifosx-account-register',
-  templateUrl: './account-register.component.html',
-  styleUrls: [
-    '../cashier-shared.scss',
-    '../day-book/day-book.component.scss',
-    './account-register.component.scss'
-  ],
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatIconModule
-  ]
-})
-export class AccountRegisterComponent implements OnInit {
-  private service = inject(CashierService);
-
-  date = '';
-  section: 'ALL' | 'SAVINGS' | 'FD' | 'RD' | 'SHARE' = 'ALL';
-  search = '';
-  /** Narrows to just the accounts that opened or closed on the chosen date. */
-  movementOnly = false;
-
-  rows: RegisterRow[] = [];
-  openedCount = 0;
-  closedCount = 0;
-  totalBalanceOnDate = 0;
-  totalCurrentBalance = 0;
-  loading = false;
-  loaded = false;
-  errorMsg = '';
-
-  readonly sections = [
-    { value: 'ALL', label: 'All accounts' },
-    { value: 'SAVINGS', label: 'Savings' },
-    { value: 'FD', label: 'Fixed Deposit' },
-    { value: 'RD', label: 'Recurring Deposit' },
-    { value: 'SHARE', label: 'Share' }
-  ];
-
-  ngOnInit(): void {
-    this.date = this.today();
-    this.load();
-  }
-
-  /** Local date — toISOString() would shift the day in any timezone behind UTC. */
-  private today(): string {
-    const d = new Date();
-    return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
-  }
-
-  load(): void {
-    if (!this.date) return;
-    this.loading = true;
-    this.errorMsg = '';
-    this.service
-      .accountRegister(this.date, this.section)
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ??
-            err?.error?.message ??
-            'Could not load the account register.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.loading = false;
-        this.loaded = true;
-        this.rows = res?.accounts ?? [];
-        this.openedCount = Number(res?.openedCount ?? 0);
-        this.closedCount = Number(res?.closedCount ?? 0);
-        this.totalBalanceOnDate = Number(res?.totalBalanceOnDate ?? 0);
-        this.totalCurrentBalance = Number(res?.totalCurrentBalance ?? 0);
-      });
-  }
-
-  shiftDate(days: number): void {
-    const [
-      y,
-      m,
-      d
-    ] = this.date.split('-').map(Number);
-    const dt = new Date(y, m - 1, d + days);
-    this.date = `${dt.getFullYear()}-${String(dt.getMonth() + 1).padStart(2, '0')}-${String(dt.getDate()).padStart(2, '0')}`;
-    this.load();
-  }
-
-  goToday(): void {
-    this.date = this.today();
-    this.load();
-  }
-
-  /** Free-text narrowing over the rows already fetched — no round trip per keystroke. */
-  get filteredRows(): RegisterRow[] {
-    const base = this.movementOnly ? this.rows.filter((r) => r.openedOnDate || r.closedOnDate) : this.rows;
-    const q = this.search.trim().toLowerCase();
-    if (!q) return base;
-    return base.filter((r) =>
-      [
-        r.accountNo,
-        r.clientName,
-        r.productName,
-        r.status,
-        r.section
-      ]
-        .filter(Boolean)
-        .some((v) => String(v).toLowerCase().includes(q))
-    );
-  }
-
-  /** Totals for what is on screen, so a filter or search still reconciles. */
-  get shownBalanceOnDate(): number {
-    return this.filteredRows.reduce((s, r) => s + Number(r.balanceOnDate ?? 0), 0);
-  }
-
-  get shownCurrentBalance(): number {
-    return this.filteredRows.reduce((s, r) => s + Number(r.currentBalance ?? 0), 0);
-  }
-
-  statusClass(status: string): string {
-    switch (status) {
-      case 'ACTIVE':
-        return 'db-badge db-badge--ok';
-      case 'CLOSED':
-      case 'PREMATURELY CLOSED':
-      case 'REJECTED':
-      case 'WITHDRAWN':
-        return 'db-badge db-badge--rejected';
-      case 'SUBMITTED':
-      case 'APPROVED':
-        return 'db-badge db-badge--pending';
-      default:
-        return 'db-badge';
-    }
-  }
-
-  exportCsv(): void {
-    const header = [
-      'Account No',
-      'Section',
-      'Client',
-      'Product',
-      'Status',
-      'Opened On',
-      'Closed On',
-      `Balance on ${this.date}`,
-      'Current Balance'
-    ];
-    const lines = this.filteredRows.map((r) =>
-      [
-        r.accountNo,
-        r.section,
-        r.clientName ?? '',
-        r.productName ?? '',
-        r.status,
-        r.openedOn ?? '',
-        r.closedOn ?? '',
-        r.balanceOnDate == null ? '' : String(r.balanceOnDate),
-        String(r.currentBalance ?? 0)
-      ]
-        // Quote every field and double embedded quotes: client names routinely contain commas.
-        .map((v) => `"${String(v).replace(/"/g, '""')}"`)
-        .join(',')
-    );
-    const csv = [
-      header.join(','),
-      ...lines
-    ].join('\n');
-    const blob = new Blob([csv], { type: 'text/csv;charset=utf-8;' });
-    const url = URL.createObjectURL(blob);
-    const a = document.createElement('a');
-    a.href = url;
-    a.download = `account-register-${this.date}.csv`;
-    a.click();
-    URL.revokeObjectURL(url);
-  }
-
-  /** Hands the page to the browser's print dialog; print styles drop the toolbar and filters. */
-  printRegister(): void {
-    window.print();
-  }
-}

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

@@ -1,337 +0,0 @@
-<!--
-  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 · {{ missedOnly ? 'MISSED CLOSE' : 'DAY REGISTER' }}</div>
-      <h1 class="pg-title">{{ missedOnly ? 'Missed Close Register' : 'Day Open / Day Close' }}</h1>
-      <p class="pg-sub">
-        @if (missedOnly) {
-          Business days that were opened and never closed. While a day stays open its closing balance never carries
-          forward, a back-dated entry can still be posted into it, and any cash difference on that date goes unnoticed.
-        } @else {
-          The branch's business day, opened each morning and closed each evening. A day left open never carries its
-          closing balance forward, and any cash difference on that date goes unnoticed — so the ones still hanging are
-          listed first.
-        }
-      </p>
-    </div>
-    <div class="pg-toolbar">
-      @if (canOpenToday && !missedOnly) {
-        <button type="button" class="pg-btn pg-btn--primary" (click)="startOpen()">
-          <mat-icon>lock_open</mat-icon> Open Day
-        </button>
-      }
-      <button type="button" class="pg-btn" (click)="load()" [disabled]="loading">
-        <mat-icon>refresh</mat-icon> Reload
-      </button>
-    </div>
-  </header>
-
-  @if (errorMsg) {
-    <div class="pg-alert pg-alert--error">{{ errorMsg }}</div>
-  }
-  @if (successMsg) {
-    <div class="bd-success">{{ successMsg }}</div>
-  }
-
-  @if (!canOperate && loaded) {
-    <div class="ve-note">
-      <mat-icon>info</mat-icon>
-      You can see the register but not open or close a day — a Clerk, Head Cashier or Bank Manager does that, since a
-      cashier works inside the day and cannot declare it closed.
-    </div>
-  }
-
-  <!-- Missed closes first: these are the ones that need action. -->
-  @if (missed.length > 0) {
-    <div class="db-exceptions">
-      <div class="db-exceptions__head">
-        <mat-icon>warning</mat-icon>
-        <strong>{{ missed.length }} business day{{ missed.length === 1 ? '' : 's' }} never closed</strong>
-      </div>
-      @for (m of missed; track m.id) {
-        <div class="bd-missed">
-          <span class="pg-chip">{{ m.businessDate }}</span>
-          <strong class="bd-missed__age"> open {{ m.daysOpen }} day{{ m.daysOpen === 1 ? '' : 's' }} </strong>
-          <span class="db-muted">
-            opened {{ timeOnly(m.openedAt) }} by {{ m.openedByName }} · opening ₹{{ m.openingCash | number: '1.2-2' }}
-          </span>
-          @if (canOperate) {
-            <button type="button" class="pg-btn pg-btn--warn bd-missed__act" (click)="startClose(m)">
-              Close this day
-            </button>
-          }
-        </div>
-      }
-    </div>
-  }
-
-  <!-- On the missed-close screen, nothing to report is itself the answer — and has to be stated,
-       or the page looks like it failed to load. -->
-  @if (missedOnly && loaded && missed.length === 0) {
-    <div class="pg-empty">
-      <mat-icon>check_circle</mat-icon>
-      <p>No missed closes. Every business day opened for this branch has been closed.</p>
-    </div>
-  }
-
-  <!-- Current day -->
-  @if (!missedOnly && openDay) {
-    <div class="bd-current">
-      <div class="bd-current__main">
-        <span class="db-badge db-badge--pending">DAY OPEN</span>
-        <strong class="bd-current__date">{{ openDay.businessDate }}</strong>
-        <span class="db-muted">
-          opened {{ timeOnly(openDay.openedAt) }} by {{ openDay.openedByName }} · opening cash ₹{{
-            openDay.openingCash | number: '1.2-2'
-          }}
-        </span>
-      </div>
-      @if (canOperate) {
-        <button type="button" class="pg-btn pg-btn--primary" (click)="startClose(openDay)">
-          <mat-icon>lock</mat-icon> Close Day
-        </button>
-      }
-    </div>
-  } @else if (loaded && canOperate) {
-    <div class="bd-current bd-current--shut">
-      <div class="bd-current__main">
-        <span class="db-badge">NO DAY OPEN</span>
-        <span class="db-muted">Open the business day before any cash transaction is accepted.</span>
-      </div>
-    </div>
-  }
-
-  <!-- Open-day form -->
-  @if (showOpenForm) {
-    <div class="db-panel bd-panel">
-      <div class="db-panel__head">
-        <strong>Open business day</strong>
-        <button type="button" class="db-icon-btn" (click)="cancelOpen()" title="Close">
-          <mat-icon>close</mat-icon>
-        </button>
-      </div>
-      <div class="db-panel__body">
-        <label class="pg-field">
-          <span>Business date</span>
-          <input type="date" [(ngModel)]="openDate" />
-        </label>
-        <label class="pg-field">
-          <span>Opening cash (leave blank to carry forward)</span>
-          <input type="number" step="0.01" [(ngModel)]="openingCash" placeholder="Carried from last close" />
-        </label>
-      </div>
-      <p class="bd-hint">
-        Left blank, yesterday's closing figure carries forward automatically — which is what keeps the opening balance
-        from drifting.
-      </p>
-      <div class="db-panel__actions">
-        <button type="button" class="pg-btn pg-btn--primary" (click)="submitOpen()" [disabled]="opening || !openDate">
-          Open Day
-        </button>
-        <button type="button" class="pg-btn" (click)="cancelOpen()">Cancel</button>
-      </div>
-    </div>
-  }
-
-  <!-- Close-day form -->
-  @if (closeTarget) {
-    <div class="db-panel bd-panel" [class.bd-panel--late]="isLateClose">
-      <div class="db-panel__head">
-        <strong>Close business day — {{ closeTarget.businessDate }}</strong>
-        <button type="button" class="db-icon-btn" (click)="cancelClose()" title="Close">
-          <mat-icon>close</mat-icon>
-        </button>
-      </div>
-
-      @if (isLateClose) {
-        <p class="db-panel__warn">
-          This day is being closed after its own date. It will be recorded as a
-          <strong>force close</strong>, with the reason below kept permanently against it.
-        </p>
-      }
-
-      @if (previewLoading) {
-        <p class="db-muted">Working out the day's figure…</p>
-      }
-
-      <!-- The arithmetic, spelled out. Whoever closes the day can see where the expected figure
-           comes from instead of being asked to agree with a number they cannot check. -->
-      @if (preview) {
-        <div class="bd-calc">
-          <div class="bd-calc__row">
-            <span>Opening cash (carried forward)</span>
-            <span class="bd-calc__amt">₹{{ preview.openingCash | number: '1.2-2' }}</span>
-          </div>
-          <div class="bd-calc__row bd-calc__row--in">
-            <span>+ Cash deposits taken (approved)</span>
-            <span class="bd-calc__amt">₹{{ preview.deposits | number: '1.2-2' }}</span>
-          </div>
-          <div class="bd-calc__row bd-calc__row--in">
-            <span>+ Cash drawn from vault</span>
-            <span class="bd-calc__amt">₹{{ preview.vaultIn | number: '1.2-2' }}</span>
-          </div>
-          <div class="bd-calc__row bd-calc__row--out">
-            <span>− Cash paid out (approved withdrawals)</span>
-            <span class="bd-calc__amt">₹{{ preview.withdrawals | number: '1.2-2' }}</span>
-          </div>
-          <div class="bd-calc__row bd-calc__row--out">
-            <span>− Cash settled back to vault</span>
-            <span class="bd-calc__amt">₹{{ preview.settledOut | number: '1.2-2' }}</span>
-          </div>
-          <div class="bd-calc__row bd-calc__row--total">
-            <span>Cash the branch should be holding</span>
-            <span class="bd-calc__amt">₹{{ preview.expectedCash | number: '1.2-2' }}</span>
-          </div>
-        </div>
-      }
-
-      <div class="db-panel__body">
-        <label class="pg-field">
-          <span>Physical cash counted</span>
-          <input type="number" step="0.01" [(ngModel)]="closingCash" placeholder="0.00" />
-        </label>
-        @if (preview && liveDifference !== null) {
-          @if (liveDifference === 0) {
-            <div class="db-cmp db-cmp--good">
-              <span class="db-cmp__label">Difference</span>
-              <span class="db-cmp__value">Tallied</span>
-            </div>
-          } @else {
-            <div class="db-cmp db-cmp--bad">
-              <span class="db-cmp__label">Difference</span>
-              <span class="db-cmp__value">
-                {{ liveDifference > 0 ? 'Excess' : 'Short' }} ₹{{
-                  liveDifference < 0 ? -liveDifference : (liveDifference | number: '1.2-2')
-                }}
-              </span>
-            </div>
-          }
-        }
-        @if (preview && liveDifference !== 0) {
-          <button type="button" class="pg-btn" (click)="useExpected()">Use expected figure</button>
-        }
-      </div>
-
-      <p class="bd-hint">
-        Pre-filled with what the books expect — change it only if the drawer counted something different, and that
-        difference is then recorded against the day.
-      </p>
-
-      @if (isLateClose) {
-        <label class="pg-field bd-panel__wide">
-          <span>Why was this day left open? (required)</span>
-          <input
-            type="text"
-            [(ngModel)]="forceReason"
-            placeholder="e.g. cashier on leave, cash not settled that evening"
-          />
-        </label>
-      }
-
-      <label class="pg-field bd-panel__wide">
-        <span>Remarks (optional)</span>
-        <input type="text" [(ngModel)]="closeRemarks" placeholder="Anything worth recording about this day" />
-      </label>
-
-      <p class="bd-hint">
-        The figure above is stored against the record, so a difference stays readable later even if a transaction is
-        reversed afterwards.
-      </p>
-
-      <div class="db-panel__actions">
-        <button type="button" class="pg-btn pg-btn--primary" (click)="submitClose()" [disabled]="!canSubmitClose">
-          {{ isLateClose ? 'Force Close Day' : 'Close Day' }}
-        </button>
-        <button type="button" class="pg-btn" (click)="cancelClose()">Cancel</button>
-      </div>
-    </div>
-  }
-
-  @if (loading) {
-    <div class="pg-empty">Loading…</div>
-  }
-
-  @if (!loading && loaded && days.length === 0 && !missedOnly) {
-    <div class="pg-empty">
-      <mat-icon>event_note</mat-icon>
-      <p>No business day has been opened for this branch yet.</p>
-    </div>
-  }
-
-  <!-- The register -->
-  @if (days.length > 0 && !missedOnly) {
-    <div class="pg-card">
-      <table class="pg-table">
-        <thead>
-          <tr>
-            <th>Business Date</th>
-            <th>Status</th>
-            <th>Opened By</th>
-            <th class="num">Opening ₹</th>
-            <th>Closed By</th>
-            <th class="num">Closing ₹</th>
-            <th class="num">Book ₹</th>
-            <th>Difference</th>
-            <th>Note</th>
-          </tr>
-        </thead>
-        <tbody>
-          @for (d of days; track d.id) {
-            <tr>
-              <td>
-                <span class="pg-chip">{{ d.businessDate }}</span>
-              </td>
-              <td>
-                @if (d.status === 'OPEN') {
-                  <span class="db-badge db-badge--pending">OPEN</span>
-                } @else if (d.forceClosed) {
-                  <span class="db-badge db-badge--rejected" [title]="d.forceCloseReason ?? ''">FORCE CLOSED</span>
-                } @else {
-                  <span class="db-badge db-badge--ok">CLOSED</span>
-                }
-              </td>
-              <td>
-                {{ d.openedByName ?? '—' }}
-                <span class="db-muted">· {{ timeOnly(d.openedAt) }}</span>
-              </td>
-              <td class="num">₹{{ d.openingCash | number: '1.2-2' }}</td>
-              <td>
-                {{ d.closedByName ?? '—' }}
-                @if (d.closedAt) {
-                  <span class="db-muted">· {{ timeOnly(d.closedAt) }}</span>
-                }
-              </td>
-              <td class="num">{{ d.closingCash != null ? '₹' + (d.closingCash | number: '1.2-2') : '—' }}</td>
-              <td class="num">{{ d.bookCash != null ? '₹' + (d.bookCash | number: '1.2-2') : '—' }}</td>
-              <td>
-                @if (d.cashDifference == null) {
-                  —
-                } @else if (d.cashDifference === 0) {
-                  <span class="db-badge db-badge--ok">Tallied</span>
-                } @else {
-                  <span class="db-badge db-badge--rejected">{{ differenceLabel(d.cashDifference) }}</span>
-                }
-              </td>
-              <td class="bd-note">
-                @if (d.forceCloseReason) {
-                  <strong>Left open:</strong> {{ d.forceCloseReason }}
-                }
-                @if (d.remarks) {
-                  <span class="db-muted">{{ d.remarks }}</span>
-                }
-              </td>
-            </tr>
-          }
-        </tbody>
-      </table>
-    </div>
-  }
-</div>

src/app/cashier/branch-day/branch-day.component.scss

@@ -1,172 +0,0 @@
-/**
- * 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/.
- */
-
-/* Page chrome comes from cashier-shared.scss; the badges, panel and comparison tiles are shared
-   with the day book. Only what is specific to the day register lives here. */
-
-/* Read-only notice for a cashier. Defined here rather than borrowed from the exceptions screen so
-   this component does not depend on another component's stylesheet. */
-.ve-note {
-  display: flex;
-  align-items: center;
-  gap: 8px;
-  padding: 10px 14px;
-  margin-bottom: 14px;
-  background: #eff6ff;
-  border: 1px solid #bfdbfe;
-  border-radius: 8px;
-  color: #1e40af;
-  font-size: 12px;
-
-  mat-icon {
-    font-size: 18px;
-    width: 18px;
-    height: 18px;
-  }
-}
-
-.bd-success {
-  padding: 10px 14px;
-  margin-bottom: 14px;
-  background: #f0fdf4;
-  border: 1px solid #bbf7d0;
-  border-radius: 8px;
-  color: #14532d;
-  font-size: 13px;
-}
-
-/* One row per never-closed day, inside the shared red exception panel. */
-.bd-missed {
-  display: flex;
-  align-items: center;
-  gap: 10px;
-  flex-wrap: wrap;
-  padding: 7px 0;
-  font-size: 12px;
-  border-top: 1px dotted #fecaca;
-
-  &__age {
-    color: #b91c1c;
-  }
-
-  /* Pushed right so the date and age read before the action. */
-  &__act {
-    margin-left: auto;
-    height: 28px;
-    font-size: 11px;
-  }
-}
-
-/* The branch's current day — the one thing someone opening this screen is looking for. */
-.bd-current {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  flex-wrap: wrap;
-  padding: 14px 16px;
-  margin-bottom: 14px;
-  background: #fff;
-  border: 1px solid #e2e8f0;
-  border-left: 4px solid #f59e0b;
-  border-radius: 8px;
-
-  /* No day open at all: nothing is running, so the amber "in progress" edge would mislead. */
-  &--shut {
-    border-left-color: #94a3b8;
-    background: #f8fafc;
-  }
-
-  &__main {
-    display: flex;
-    align-items: center;
-    gap: 10px;
-    flex-wrap: wrap;
-  }
-
-  &__date {
-    font-size: 15px;
-    color: #0d1b2a;
-  }
-
-  .pg-btn {
-    margin-left: auto;
-  }
-}
-
-.bd-panel {
-  margin-bottom: 14px;
-  background: #f8fafc;
-  border: 1px solid #e2e8f0;
-  border-radius: 8px;
-
-  /* A late close is a different act from an ordinary one, and looks like it. */
-  &--late {
-    border-left: 4px solid #dc2626;
-  }
-
-  &__wide {
-    display: block;
-    margin-top: 12px;
-    max-width: 640px;
-  }
-}
-
-/* The closing figure's arithmetic, laid out as a running sum so each line can be checked against
-   the screen it came from. */
-.bd-calc {
-  max-width: 520px;
-  margin-bottom: 14px;
-  padding: 10px 14px;
-  background: #fff;
-  border: 1px solid #e2e8f0;
-  border-radius: 8px;
-  font-size: 12px;
-
-  &__row {
-    display: flex;
-    justify-content: space-between;
-    gap: 16px;
-    padding: 5px 0;
-    color: #475569;
-
-    &--in .bd-calc__amt {
-      color: #15803d;
-    }
-
-    &--out .bd-calc__amt {
-      color: #b91c1c;
-    }
-
-    &--total {
-      margin-top: 4px;
-      padding-top: 8px;
-      border-top: 2px solid #e2e8f0;
-      font-weight: 800;
-      font-size: 14px;
-      color: #0d1b2a;
-    }
-  }
-
-  &__amt {
-    font-variant-numeric: tabular-nums;
-    font-weight: 700;
-    white-space: nowrap;
-  }
-}
-
-.bd-hint {
-  margin: 10px 0 0;
-  font-size: 11px;
-  color: #94a3b8;
-}
-
-.bd-note {
-  max-width: 280px;
-  font-size: 11px;
-  line-height: 1.4;
-}

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

@@ -1,284 +0,0 @@
-/**
- * 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 { MatIconModule } from '@angular/material/icon';
-import { ActivatedRoute } from '@angular/router';
-import { catchError, of } from 'rxjs';
-import { CashierService } from '../cashier.service';
-
-interface BranchDay {
-  id: number;
-  officeId: number;
-  officeName: string | null;
-  businessDate: string;
-  openedByName: string | null;
-  openedAt: string | null;
-  openingCash: number | null;
-  closedByName: string | null;
-  closedAt: string | null;
-  closingCash: number | null;
-  bookCash: number | null;
-  cashDifference: number | null;
-  forceClosed: boolean;
-  forceCloseReason: string | null;
-  remarks: string | null;
-  status: 'OPEN' | 'CLOSED';
-  /** Only present on the missed-close list. */
-  daysOpen?: number;
-}
-
-/**
- * Branch day register — opening and closing the branch's business day, and the list of days that
- * were opened and never closed.
- *
- * A day left open is not a tidiness problem: its closing balance never carries forward, a
- * back-dated entry can still land in it, and any cash difference on that date goes unnoticed.
- */
-@Component({
-  selector: 'mifosx-branch-day',
-  templateUrl: './branch-day.component.html',
-  styleUrls: [
-    '../cashier-shared.scss',
-    '../day-book/day-book.component.scss',
-    './branch-day.component.scss'
-  ],
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatIconModule
-  ]
-})
-export class BranchDayComponent implements OnInit {
-  private service = inject(CashierService);
-  private route = inject(ActivatedRoute);
-
-  /**
-   * Set from the route: the missed-close register is the same data as the day register, shown with
-   * only the never-closed days. Two menu entries used to point at one screen, so choosing "Missed
-   * Close Register" looked like nothing had happened whenever the branch was up to date.
-   */
-  missedOnly = false;
-
-  days: BranchDay[] = [];
-  missed: BranchDay[] = [];
-  openDay: any = null;
-  today = '';
-  /** Set by the backend from the caller's roles — a cashier may read the register but not act on it. */
-  canOperate = false;
-  loading = false;
-  loaded = false;
-  errorMsg = '';
-  successMsg = '';
-
-  // Open-day form
-  showOpenForm = false;
-  openDate = '';
-  openingCash: number | null = null;
-  opening = false;
-
-  // Close-day form. The date is fixed by which day is being closed, never typed.
-  closeTarget: BranchDay | null = null;
-  closingCash: number | null = null;
-  closeRemarks = '';
-  forceReason = '';
-  closing = false;
-
-  ngOnInit(): void {
-    this.missedOnly = !!this.route.snapshot.data['missedOnly'];
-    this.load();
-  }
-
-  load(): void {
-    this.loading = true;
-    this.errorMsg = '';
-    this.service
-      .branchDayRegister()
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Could not load the day register.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.loading = false;
-        this.loaded = true;
-        this.days = res?.days ?? [];
-        this.openDay = res?.openDay ?? null;
-        this.today = res?.today ?? '';
-        this.canOperate = !!res?.canOperate;
-        this.openDate = this.today;
-      });
-
-    this.service
-      .branchDayMissed()
-      .pipe(catchError(() => of(null)))
-      .subscribe((res: any) => {
-        this.missed = res?.missed ?? [];
-      });
-  }
-
-  /** True when the branch has no open day at all, so today can be opened. */
-  get canOpenToday(): boolean {
-    return this.canOperate && !this.openDay;
-  }
-
-  startOpen(): void {
-    this.showOpenForm = true;
-    this.openDate = this.today;
-    // Left blank on purpose: the backend carries yesterday's closing forward, and typing a figure
-    // over it is how a carried balance drifts.
-    this.openingCash = null;
-    this.successMsg = '';
-    this.errorMsg = '';
-  }
-
-  cancelOpen(): void {
-    this.showOpenForm = false;
-  }
-
-  submitOpen(): void {
-    if (!this.openDate) return;
-    this.opening = true;
-    this.errorMsg = '';
-    this.service
-      .openBranchDay(this.openDate, this.openingCash ?? undefined)
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Could not open the day.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.opening = false;
-        if (res) {
-          this.showOpenForm = false;
-          this.successMsg = `Business day ${res.businessDate} opened.`;
-          this.load();
-        }
-      });
-  }
-
-  /** The day's expected figure and the working behind it, fetched when the close form opens. */
-  preview: any = null;
-  previewLoading = false;
-
-  startClose(day: BranchDay): void {
-    this.closeTarget = day;
-    this.closingCash = null;
-    this.closeRemarks = '';
-    this.forceReason = '';
-    this.successMsg = '';
-    this.errorMsg = '';
-    this.preview = null;
-
-    // Pre-fill the counted figure with what the books expect. It stays editable — the day is still
-    // closed on what was physically counted — but in the ordinary case where the drawer tallies
-    // there is nothing to type, and no chance of a slip of the keyboard inventing a difference.
-    this.previewLoading = true;
-    this.service
-      .branchDayClosePreview(day.businessDate)
-      .pipe(catchError(() => of(null)))
-      .subscribe((res: any) => {
-        this.previewLoading = false;
-        this.preview = res;
-        if (res?.expectedCash != null && this.closingCash == null) {
-          this.closingCash = Number(res.expectedCash);
-        }
-      });
-  }
-
-  /** Difference the form would record right now, so it is visible before saving. */
-  get liveDifference(): number | null {
-    if (!this.preview || this.closingCash == null) return null;
-    return Number(this.closingCash) - Number(this.preview.expectedCash ?? 0);
-  }
-
-  /** Puts the expected figure back after an edit. */
-  useExpected(): void {
-    if (this.preview?.expectedCash != null) {
-      this.closingCash = Number(this.preview.expectedCash);
-    }
-  }
-
-  cancelClose(): void {
-    this.closeTarget = null;
-  }
-
-  /** A date earlier than today is a late close, and has to say why it was left open. */
-  get isLateClose(): boolean {
-    return !!this.closeTarget && this.closeTarget.businessDate < this.today;
-  }
-
-  get canSubmitClose(): boolean {
-    if (!this.closeTarget || this.closingCash == null || this.closing) return false;
-    return !this.isLateClose || !!this.forceReason.trim();
-  }
-
-  submitClose(): void {
-    const day = this.closeTarget;
-    if (!day || this.closingCash == null) return;
-
-    this.closing = true;
-    this.errorMsg = '';
-    this.service
-      .closeBranchDay(
-        day.businessDate,
-        Number(this.closingCash),
-        this.closeRemarks.trim() || undefined,
-        this.isLateClose ? this.forceReason.trim() : undefined
-      )
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Could not close the day.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.closing = false;
-        if (res) {
-          this.closeTarget = null;
-          const diff = Number(res.cashDifference ?? 0);
-          this.successMsg =
-            diff === 0
-              ? `Business day ${res.businessDate} closed — cash tallied.`
-              : `Business day ${res.businessDate} closed with a difference of ₹${diff.toFixed(2)}.`;
-          this.load();
-        }
-      });
-  }
-
-  /** Short/excess wording, since a bare signed number reads ambiguously on a cash figure. */
-  differenceLabel(d: number | null): string {
-    if (d == null) return '—';
-    const n = Number(d);
-    if (n === 0) return 'Tallied';
-    return n > 0 ? `Excess ₹${Math.abs(n).toFixed(2)}` : `Short ₹${Math.abs(n).toFixed(2)}`;
-  }
-
-  stamp(iso: string | null): string {
-    if (!iso) return '—';
-    const [
-      d,
-      t
-    ] = iso.split('T');
-    return t ? `${d} ${t.slice(0, 5)}` : d;
-  }
-
-  timeOnly(iso: string | null): string {
-    if (!iso) return '—';
-    const t = iso.split('T')[1];
-    return t ? t.slice(0, 5) : '—';
-  }
-}

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

@@ -19,10 +19,6 @@ import { InterCashierTransferComponent } from './inter-cashier-transfer/inter-ca
 import { CashierPositionComponent } from './cashier-position/cashier-position.component';
 import { ReconciliationComponent } from './reconciliation/reconciliation.component';
 import { CashHistoryComponent } from './cash-history/cash-history.component';
-import { DayBookComponent } from './day-book/day-book.component';
-import { VoucherExceptionsComponent } from './voucher-exceptions/voucher-exceptions.component';
-import { BranchDayComponent } from './branch-day/branch-day.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';
 import { ShareCollectionComponent } from './share-collection/share-collection.component';
@@ -132,33 +128,6 @@ const routes: Routes = [
         }
       ]
     },
-    {
-      // Branch-level operations, kept out of the cashier tree on purpose: opening and closing the
-      // day governs the whole branch, and is not something a cashier does.
-      path: 'branch-ops',
-      data: { title: 'Branch Operations', breadcrumb: 'Branch Operations' },
-      children: [
-        {
-          path: 'day-register',
-          component: BranchDayComponent,
-          data: { title: 'Day Open / Day Close', breadcrumb: 'Day Register' }
-        },
-        {
-          // Same screen, narrowed to the days that were never closed. A separate route rather than
-          // a second link to the register, so choosing it visibly does something.
-          path: 'missed-close',
-          component: BranchDayComponent,
-          data: { title: 'Missed Close Register', breadcrumb: 'Missed Close', missedOnly: true }
-        },
-        {
-          // Lives here alongside the day register because both answer "what did this branch look
-          // like on that date"; it is linked from the Reports menu, where people go to find it.
-          path: 'account-register',
-          component: AccountRegisterComponent,
-          data: { title: 'Account Register', breadcrumb: 'Account Register' }
-        }
-      ]
-    },
     {
       path: 'cashier',
       data: { title: 'Cashier', breadcrumb: 'Cashier' },
@@ -203,16 +172,6 @@ const routes: Routes = [
           component: CashHistoryComponent,
           data: { title: 'Cash History', breadcrumb: 'Cash History' }
         },
-        {
-          path: 'day-book',
-          component: DayBookComponent,
-          data: { title: 'Day Book', breadcrumb: 'Day Book' }
-        },
-        {
-          path: 'voucher-exceptions',
-          component: VoucherExceptionsComponent,
-          data: { title: 'Voucher Exceptions', breadcrumb: 'Voucher Exceptions' }
-        },
         {
           path: 'closing-report',
           component: ClosingCashReportComponent,

src/app/cashier/cashier.service.ts

@@ -113,146 +113,6 @@ export class CashierService {
     const params = new HttpParams().set('date', date);
     return this.http.get('/cashreports/closing', { params });
   }
-  /**
-   * Every voucher raised on one date — deposits, withdrawals, disbursements, collections and
-   * bank transfers in a single list, with the day's credit and debit totals.
-   */
-  dayBook(date: string, side?: 'CR' | 'DR', status?: string): Observable<any> {
-    let params = new HttpParams().set('date', date);
-    if (side) params = params.set('side', side);
-    if (status) params = params.set('status', status);
-    return this.http.get('/cashreports/day-book', { params });
-  }
-
-  // ── Voucher physical verification & attachments ──
-  // The voucher number always travels in the body or a query parameter, never as a path segment:
-  // numbers are formatted CR/001/2108/0001 and Spring Security's strict firewall rejects the
-  // encoded slashes with a 400 before the request reaches the resource.
-
-  /** Records the outcome of checking a voucher against the paper slip. */
-  verifyVoucher(
-    voucherNo: string,
-    status: 'VERIFIED' | 'EXCEPTION',
-    slipAmount?: number,
-    remarks?: string
-  ): Observable<any> {
-    return this.http.post('/vouchers/verify', {
-      voucherNo,
-      status,
-      slipAmount: slipAmount != null ? String(slipAmount) : null,
-      remarks: remarks ?? null,
-      locale: 'en'
-    });
-  }
-
-  uploadVoucherAttachment(
-    voucherNo: string,
-    fileName: string,
-    contentType: string,
-    fileData: string,
-    description?: string
-  ): Observable<any> {
-    return this.http.post('/vouchers/attachments', {
-      voucherNo,
-      fileName,
-      contentType,
-      fileData,
-      description: description ?? null
-    });
-  }
-
-  listVoucherAttachments(voucherNo: string): Observable<any> {
-    const params = new HttpParams().set('voucherNo', voucherNo);
-    return this.http.get('/vouchers/attachments', { params });
-  }
-
-  deleteVoucherAttachment(id: number): Observable<any> {
-    return this.http.delete(`/vouchers/attachments/${id}`);
-  }
-
-  /** Fetched as a blob through HttpClient so the interceptor's auth header travels with it. */
-  downloadVoucherAttachment(id: number): Observable<Blob> {
-    return this.http.get(`/vouchers/attachments/${id}/download`, { responseType: 'blob' });
-  }
-
-  /**
-   * Flagged vouchers awaiting (or carrying) a conclusion. Not scoped to a date — an exception
-   * raised on Friday still needs answering on Monday.
-   */
-  voucherExceptions(status: 'OPEN' | 'RESOLVED' | 'ALL' = 'OPEN'): Observable<any> {
-    const params = new HttpParams().set('status', status);
-    return this.http.get('/vouchers/exceptions', { params });
-  }
-
-  /** Closes an exception. Manager / head cashier only, and a supporting document must exist. */
-  resolveVoucherException(voucherNo: string, resolutionStatus: string, resolutionNotes: string): Observable<any> {
-    return this.http.post('/vouchers/exceptions/resolve', { voucherNo, resolutionStatus, resolutionNotes });
-  }
-
-  /**
-   * Account register for one date: what opened and closed that day, each account's balance as it
-   * stood then, and what it holds now.
-   */
-  accountRegister(date: string, section?: string): Observable<any> {
-    let params = new HttpParams().set('date', date);
-    if (section && section !== 'ALL') params = params.set('section', section);
-    return this.http.get('/accountregister', { params });
-  }
-
-  // ── Branch day register ──
-
-  /** The branch's day register, plus which day is currently open. Defaults to the caller's office. */
-  branchDayRegister(officeId?: number, limit?: number): Observable<any> {
-    let params = new HttpParams();
-    if (officeId) params = params.set('officeId', String(officeId));
-    if (limit) params = params.set('limit', String(limit));
-    return this.http.get('/branchday', { params });
-  }
-
-  /** Days opened and never closed — today's own open day excluded. */
-  branchDayMissed(officeId?: number): Observable<any> {
-    let params = new HttpParams();
-    if (officeId) params = params.set('officeId', String(officeId));
-    return this.http.get('/branchday/missed', { params });
-  }
-
-  /**
-   * What the day should close at, and the arithmetic behind it, so the closing figure does not
-   * have to be worked out by hand.
-   */
-  branchDayClosePreview(businessDate?: string, officeId?: number): Observable<any> {
-    let params = new HttpParams();
-    if (businessDate) params = params.set('businessDate', businessDate);
-    if (officeId) params = params.set('officeId', String(officeId));
-    return this.http.get('/branchday/close-preview', { params });
-  }
-
-  openBranchDay(businessDate: string, openingCash?: number, officeId?: number): Observable<any> {
-    return this.http.post('/branchday/open', {
-      businessDate,
-      openingCash: openingCash != null ? String(openingCash) : null,
-      officeId: officeId ?? null,
-      locale: 'en'
-    });
-  }
-
-  /** forceCloseReason is required when closing a date earlier than today. */
-  closeBranchDay(
-    businessDate: string,
-    closingCash: number,
-    remarks?: string,
-    forceCloseReason?: string,
-    officeId?: number
-  ): Observable<any> {
-    return this.http.post('/branchday/close', {
-      businessDate,
-      closingCash: String(closingCash),
-      remarks: remarks ?? null,
-      forceCloseReason: forceCloseReason ?? null,
-      officeId: officeId ?? null,
-      locale: 'en'
-    });
-  }
   excessTransactionReport(threshold: number, fromDate?: string, toDate?: string): Observable<any[]> {
     let params = new HttpParams().set('threshold', String(threshold));
     if (fromDate) params = params.set('fromDate', fromDate);
@@ -328,71 +188,4 @@ export class CashierService {
   getShareCollectionStatus(shareAccountId: number): Observable<any> {
     return this.http.get(`/cashier/sharecollection/${shareAccountId}`);
   }
-
-  /** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
-  getShareAdvanceByVoucher(voucherNo: string, clientId?: number): Observable<any> {
-    // The voucher travels as a query parameter, not a path segment: numbers are formatted
-    // CR/001/2108/0001, and Spring Security's strict firewall rejects the encoded slashes
-    // (%2F) outright with a 400 before the request ever reaches the resource.
-    // clientId lets the backend adopt a cashier deposit made straight to the Share Sundry GL,
-    // which carries no member of its own.
-    let params = new HttpParams().set('voucherNo', voucherNo);
-    if (clientId) {
-      params = params.set('clientId', String(clientId));
-    }
-    return this.http.get('/shareadvancecollection/by-voucher', { params });
-  }
-
-  /** Receipts still sitting in Share Sundry, optionally for a single member. */
-  getUnappliedShareAdvances(clientId?: number): Observable<any> {
-    const suffix = clientId ? `?clientId=${clientId}` : '';
-    return this.http.get(`/shareadvancecollection${suffix}`);
-  }
-
-  /** Moves a receipt out of Sundry into share capital for an activated account. */
-  applyShareAdvance(collectionId: number, data: any): Observable<any> {
-    return this.http.post(`/shareadvancecollection/${collectionId}/apply`, data);
-  }
-
-  /**
-   * Whether this share account can be settled from the member's linked savings, and for how much.
-   *
-   * Reports a shortfall before the clerk raises anything, so the member can be told at the counter
-   * rather than after a request has been submitted and has to be rejected.
-   * @returns {Observable<any>} `{ eligible, reason, shareAmount, chargeAmount, totalRequired,
-   *   savingsAccountNo, savingsBalance }`.
-   */
-  getShareSavingsDebitEligibility(shareAccountId: number): Observable<any> {
-    return this.http.get(`/sharesavingsdebit/eligibility/${shareAccountId}`);
-  }
-
-  /**
-   * Records a request to settle a share application by debiting the member's savings. Nothing moves
-   * until a manager approves it — unlike the cash route, where the cashier's receipt is already the
-   * second pair of eyes.
-   */
-  submitShareSavingsDebit(data: any): Observable<any> {
-    return this.http.post('/sharesavingsdebit', data);
-  }
-
-  /** Savings-debit requests, PENDING by default. */
-  getShareSavingsDebitRequests(status?: string, shareAccountId?: number): Observable<any> {
-    const params: string[] = [];
-    if (status) {
-      params.push(`status=${status}`);
-    }
-    if (shareAccountId) {
-      params.push(`shareAccountId=${shareAccountId}`);
-    }
-    return this.http.get(`/sharesavingsdebit${params.length ? '?' + params.join('&') : ''}`);
-  }
-
-  /** Debits the member's savings and issues the shares. Manager only, and not the submitting clerk. */
-  approveShareSavingsDebit(id: number): Observable<any> {
-    return this.http.post(`/sharesavingsdebit/${id}/approve`, {});
-  }
-
-  rejectShareSavingsDebit(id: number, rejectionReason?: string): Observable<any> {
-    return this.http.post(`/sharesavingsdebit/${id}/reject`, { rejectionReason });
-  }
 }

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

@@ -1,393 +0,0 @@
-<!--
-  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 · DAY BOOK</div>
-      <h1 class="pg-title">Day Book</h1>
-      <p class="pg-sub">
-        Every voucher raised on the selected date — cash deposits, withdrawals, disbursements, collections and bank
-        transfers, with credit and debit totals.
-      </p>
-    </div>
-    <div class="pg-toolbar">
-      <button type="button" class="pg-btn" (click)="shiftDate(-1)" title="Previous day">
-        <mat-icon>chevron_left</mat-icon>
-      </button>
-      <label class="pg-field">
-        <span>Date</span>
-        <input type="date" [value]="date" (change)="date = $any($event.target).value; load()" />
-      </label>
-      <button type="button" class="pg-btn" (click)="shiftDate(1)" title="Next day">
-        <mat-icon>chevron_right</mat-icon>
-      </button>
-      <button type="button" class="pg-btn" (click)="goToday()">Today</button>
-      <button type="button" class="pg-btn pg-btn--primary" (click)="load()" [disabled]="loading">
-        <mat-icon>refresh</mat-icon> Reload
-      </button>
-    </div>
-  </header>
-
-  <!-- Filters -->
-  <div class="db-filters">
-    <label class="pg-field">
-      <span>Side</span>
-      <select [(ngModel)]="side" (change)="load()">
-        <option value="">All</option>
-        <option value="CR">CR · Credit (money in)</option>
-        <option value="DR">DR · Debit (money out)</option>
-      </select>
-    </label>
-    <label class="pg-field">
-      <span>Status</span>
-      <select [(ngModel)]="status" (change)="load()">
-        <option value="">All</option>
-        <option value="APPROVED">Approved</option>
-        <option value="PENDING">Pending</option>
-        <option value="REJECTED">Rejected</option>
-      </select>
-    </label>
-    <label class="pg-field db-filters__search">
-      <span>Search</span>
-      <input type="text" [(ngModel)]="search" placeholder="Voucher no, account, party, payment type, narration…" />
-    </label>
-    <button type="button" class="pg-btn" (click)="exportCsv()" [disabled]="filteredRows.length === 0">
-      <mat-icon>download</mat-icon> CSV
-    </button>
-  </div>
-
-  @if (errorMsg) {
-    <div class="pg-alert pg-alert--error">{{ errorMsg }}</div>
-  }
-
-  <!-- Exceptions surface at the top of the day, not only as a badge buried in their own row: a
-       flag raised for investigation is useless if someone has to scroll to find it. -->
-  @if (!loading && exceptionRows.length > 0) {
-    <div class="db-exceptions">
-      <div class="db-exceptions__head">
-        <mat-icon>warning</mat-icon>
-        <strong>
-          {{ exceptionRows.length }} voucher{{ exceptionRows.length === 1 ? '' : 's' }} awaiting investigation
-        </strong>
-        @if (resolvedExceptionCount > 0) {
-          <span class="db-muted">({{ resolvedExceptionCount }} already closed)</span>
-        }
-        <button type="button" class="pg-btn pg-btn--warn" (click)="toggleExceptionsOnly()">
-          {{ exceptionsOnly ? 'Show all vouchers' : 'Show only these' }}
-        </button>
-      </div>
-      @for (e of exceptionRows; track e.voucherNo) {
-        <div class="db-exceptions__item">
-          <span class="pg-chip">{{ e.voucherNo }}</span>
-          <span class="db-exceptions__amt">
-            System ₹{{ e.amount | number: '1.2-2' }}
-            @if (e.slipAmount != null && e.slipAmount !== e.amount) {
-              · Slip ₹{{ e.slipAmount | number: '1.2-2' }}
-              <strong class="db-exceptions__diff"
-                >(diff ₹{{ e.slipAmount - (e.amount ?? 0) | number: '1.2-2' }})</strong
-              >
-            }
-          </span>
-          <span class="db-exceptions__why">{{ e.verifyRemarks }}</span>
-          <span class="db-muted">— {{ e.verifiedByName }}, {{ timeOf(e.verifiedAt) }}</span>
-        </div>
-      }
-    </div>
-  }
-
-  @if (loading) {
-    <div class="pg-empty">Loading…</div>
-  }
-
-  @if (!loading && loaded && rows.length === 0) {
-    <div class="pg-empty">
-      <mat-icon>receipt_long</mat-icon>
-      <p>No vouchers were raised on {{ date }}.</p>
-    </div>
-  }
-
-  @if (!loading && filteredRows.length > 0) {
-    <!-- Totals bar. Reflects what is on screen, so a search or side filter still reconciles. -->
-    <div class="closing-summary">
-      <div class="closing-summary__item closing-summary__item--in">
-        <span class="closing-summary__label">Credit · CR (money in)</span>
-        <span class="closing-summary__value">₹{{ shownCredit | number: '1.2-2' }}</span>
-      </div>
-      <div class="closing-summary__sep">−</div>
-      <div class="closing-summary__item closing-summary__item--out">
-        <span class="closing-summary__label">Debit · DR (money out)</span>
-        <span class="closing-summary__value">₹{{ shownDebit | number: '1.2-2' }}</span>
-      </div>
-      <div class="closing-summary__sep">=</div>
-      <div
-        class="closing-summary__item"
-        [class.closing-summary__item--net-pos]="shownCredit - shownDebit >= 0"
-        [class.closing-summary__item--net-neg]="shownCredit - shownDebit < 0"
-      >
-        <span class="closing-summary__label">Net</span>
-        <span class="closing-summary__value">₹{{ shownCredit - shownDebit | number: '1.2-2' }}</span>
-      </div>
-    </div>
-
-    <p class="db-note">
-      Totals count approved vouchers only — pending and rejected rows are listed but never move the money.
-    </p>
-
-    <div class="pg-card">
-      <table class="pg-table">
-        <thead>
-          <tr>
-            <th>Voucher No</th>
-            <th>Dr/Cr</th>
-            <th>Type</th>
-            <th>Account</th>
-            <th>Party</th>
-            <th class="num">Amount</th>
-            <th>Payment</th>
-            <th>Status</th>
-            <th>By</th>
-            <th>Approved By</th>
-            <th>Slip Check</th>
-            <th>Time</th>
-            <th></th>
-          </tr>
-        </thead>
-        <tbody>
-          @for (r of filteredRows; track r.voucherNo ?? r.submittedAt) {
-            <tr [class.db-row--cr]="r.side === 'CR'" [class.db-row--dr]="r.side === 'DR'">
-              <td>
-                <span class="pg-chip">{{ r.voucherNo ?? '—' }}</span>
-              </td>
-              <td>
-                <span class="db-side" [class.db-side--cr]="r.side === 'CR'" [class.db-side--dr]="r.side === 'DR'">
-                  {{ r.side }}
-                </span>
-              </td>
-              <td>{{ r.kind }}</td>
-              <td>
-                {{ r.accountNo ?? '—' }}
-                @if (r.accountType) {
-                  <span class="db-muted">· {{ r.accountType }}</span>
-                }
-              </td>
-              <td>{{ r.party ?? '—' }}</td>
-              <td class="num">₹{{ r.amount | number: '1.2-2' }}</td>
-              <td>{{ r.paymentTypeName ?? '—' }}</td>
-              <td>
-                <span [class]="statusClass(r.status)">{{ r.status }}</span>
-              </td>
-              <td>{{ r.handledBy ?? '—' }}</td>
-              <td>
-                {{ r.approvedBy ?? '—' }}
-                @if (r.approvedBy && r.actionedAt) {
-                  <span class="db-muted">· {{ timeOf(r.actionedAt) }}</span>
-                }
-              </td>
-              <td>
-                @if (r.verifyStatus === 'VERIFIED') {
-                  <span class="db-badge db-badge--ok" [title]="'Verified by ' + (r.verifiedByName ?? '')"
-                    >✓ MATCHED</span
-                  >
-                } @else if (r.verifyStatus === 'EXCEPTION' && r.resolutionStatus) {
-                  <!-- Closed: the flag is history now, so it reads as settled rather than pending. -->
-                  <span
-                    class="db-badge db-badge--ok"
-                    [title]="resolutionLabel(r.resolutionStatus) + ' — ' + (r.resolutionNotes ?? '')"
-                  >
-                    ✓ RESOLVED
-                  </span>
-                } @else if (r.verifyStatus === 'EXCEPTION') {
-                  <span
-                    class="db-badge db-badge--rejected"
-                    [title]="'Slip ₹' + r.slipAmount + ' vs system ₹' + r.amount + ' — ' + (r.verifyRemarks ?? '')"
-                  >
-                    ⚠ EXCEPTION
-                  </span>
-                } @else {
-                  <span class="db-muted">Not checked</span>
-                }
-              </td>
-              <td>{{ timeOf(r.submittedAt) }}</td>
-              <td class="db-actions">
-                <button type="button" class="db-icon-btn" (click)="openVerify(r)" title="Check against the paper slip">
-                  <mat-icon>fact_check</mat-icon>
-                </button>
-                <button type="button" class="db-icon-btn" (click)="openAttach(r)" title="Attach or view scanned slip">
-                  <mat-icon>attach_file</mat-icon>
-                  @if (r.attachmentCount > 0) {
-                    <span class="db-icon-btn__count">{{ r.attachmentCount }}</span>
-                  }
-                </button>
-              </td>
-            </tr>
-
-            <!-- A flagged voucher spells out its reason in the table itself. A tooltip is not
-                 enough: it cannot be printed, exported, or read without a mouse. -->
-            @if (r.verifyStatus === 'EXCEPTION' && verifyRow !== r) {
-              <tr class="db-exc-row" [class.db-exc-row--resolved]="r.resolutionStatus">
-                <td colspan="13">
-                  <mat-icon>{{ r.resolutionStatus ? 'task_alt' : 'warning' }}</mat-icon>
-                  <strong>Exception</strong>
-                  @if (r.slipAmount != null && r.slipAmount !== r.amount) {
-                    — slip ₹{{ r.slipAmount | number: '1.2-2' }} vs system ₹{{ r.amount | number: '1.2-2' }} (difference
-                    ₹{{ r.slipAmount - (r.amount ?? 0) | number: '1.2-2' }})
-                  }
-                  — {{ r.verifyRemarks }}
-                  <span class="db-muted">· raised by {{ r.verifiedByName }} at {{ timeOf(r.verifiedAt) }}</span>
-                  <!-- Both halves of the record: what the cashier found, and how it was settled. -->
-                  @if (r.resolutionStatus) {
-                    <div class="db-exc-row__resolution">
-                      <strong>Closed — {{ resolutionLabel(r.resolutionStatus) }}:</strong>
-                      {{ r.resolutionNotes }}
-                      <span class="db-muted">· by {{ r.resolvedByName }} at {{ timeOf(r.resolvedAt) }}</span>
-                    </div>
-                  }
-                </td>
-              </tr>
-            }
-
-            <!-- Verification panel, opened inline under its own voucher so the two amounts sit
-                 next to the row they describe. -->
-            @if (verifyRow === r) {
-              <tr class="db-panel-row">
-                <td colspan="13">
-                  <div class="db-panel">
-                    <div class="db-panel__head">
-                      <strong>Slip check — {{ r.voucherNo }}</strong>
-                      <button type="button" class="db-icon-btn" (click)="closeVerify()" title="Close">
-                        <mat-icon>close</mat-icon>
-                      </button>
-                    </div>
-                    <div class="db-panel__body">
-                      <div class="db-cmp">
-                        <span class="db-cmp__label">System recorded</span>
-                        <span class="db-cmp__value">₹{{ r.amount | number: '1.2-2' }}</span>
-                      </div>
-                      <label class="pg-field">
-                        <span>Amount written on slip</span>
-                        <input type="number" step="0.01" [(ngModel)]="verifySlipAmount" />
-                      </label>
-                      @if (verifySlipBlank) {
-                        <div class="db-cmp">
-                          <span class="db-cmp__label">Difference</span>
-                          <span class="db-cmp__value">—</span>
-                        </div>
-                      } @else if (verifyMismatch) {
-                        <div class="db-cmp db-cmp--bad">
-                          <span class="db-cmp__label">Difference</span>
-                          <span class="db-cmp__value">₹{{ verifyDifference | number: '1.2-2' }}</span>
-                        </div>
-                      } @else {
-                        <div class="db-cmp db-cmp--good">
-                          <span class="db-cmp__label">Match</span>
-                          <span class="db-cmp__value">Amounts agree</span>
-                        </div>
-                      }
-                    </div>
-                    <label class="pg-field db-panel__remarks">
-                      <span>{{ verifyMismatch ? 'What did you find? (required)' : 'Remarks (optional)' }}</span>
-                      <input
-                        type="text"
-                        [(ngModel)]="verifyRemarks"
-                        placeholder="e.g. slip written as 500, system posted 400 — teller keyed it wrong"
-                      />
-                    </label>
-                    @if (verifyMismatch) {
-                      <p class="db-panel__warn">
-                        Saving this marks the voucher as an <strong>exception</strong> for investigation — it does not
-                        change the posted amount.
-                      </p>
-                    }
-                    <div class="db-panel__actions">
-                      <button
-                        type="button"
-                        class="pg-btn pg-btn--primary"
-                        (click)="saveVerify()"
-                        [disabled]="verifySaving || verifySlipBlank"
-                      >
-                        {{ verifyMismatch ? 'Mark Exception' : 'Mark Verified' }}
-                      </button>
-                      <!-- Raising an exception on an already-matched voucher stays available: a
-                           slip cleared in haste, or a difference noticed later, has to be
-                           recordable without erasing the earlier verdict. -->
-                      @if (!verifyMismatch) {
-                        <button
-                          type="button"
-                          class="pg-btn pg-btn--warn"
-                          (click)="raiseException()"
-                          [disabled]="verifySaving"
-                        >
-                          Raise Exception
-                        </button>
-                      }
-                      <button type="button" class="pg-btn" (click)="closeVerify()">Cancel</button>
-                    </div>
-                  </div>
-                </td>
-              </tr>
-            }
-
-            <!-- Attachment panel for this voucher. -->
-            @if (attachRow === r) {
-              <tr class="db-panel-row">
-                <td colspan="13">
-                  <div class="db-panel">
-                    <div class="db-panel__head">
-                      <strong>Attachments — {{ r.voucherNo }}</strong>
-                      <button type="button" class="db-icon-btn" (click)="closeAttach()" title="Close">
-                        <mat-icon>close</mat-icon>
-                      </button>
-                    </div>
-                    <label class="db-upload">
-                      <input type="file" (change)="onFileSelected($event)" [disabled]="attachUploading" />
-                      <span class="db-muted">Scanned slip, cheque image or ID proof · max 10 MB</span>
-                    </label>
-                    @if (attachUploading) {
-                      <p class="db-muted">Uploading…</p>
-                    }
-                    @if (attachLoading) {
-                      <p class="db-muted">Loading…</p>
-                    }
-                    @if (!attachLoading && attachments.length === 0) {
-                      <p class="db-muted">Nothing attached to this voucher yet.</p>
-                    }
-                    @for (a of attachments; track a.id) {
-                      <div class="db-file">
-                        <mat-icon>description</mat-icon>
-                        <span class="db-file__name">{{ a.fileName }}</span>
-                        <span class="db-muted">{{ a.fileSize }} bytes · {{ a.uploadedByName }}</span>
-                        <button type="button" class="db-icon-btn" (click)="downloadAttachment(a)" title="Download">
-                          <mat-icon>download</mat-icon>
-                        </button>
-                        <button type="button" class="db-icon-btn" (click)="deleteAttachment(a)" title="Delete">
-                          <mat-icon>delete</mat-icon>
-                        </button>
-                      </div>
-                    }
-                  </div>
-                </td>
-              </tr>
-            }
-          }
-        </tbody>
-        <tfoot>
-          <tr>
-            <td colspan="5">Showing {{ filteredRows.length }} of {{ rows.length }} voucher(s)</td>
-            <td class="num">₹{{ shownCredit - shownDebit | number: '1.2-2' }}</td>
-            <td colspan="7"></td>
-          </tr>
-        </tfoot>
-      </table>
-    </div>
-  }
-
-  @if (!loading && loaded && rows.length > 0 && filteredRows.length === 0) {
-    <div class="pg-empty">No voucher matches “{{ search }}”.</div>
-  }
-</div>

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

@@ -1,393 +0,0 @@
-/**
- * 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/.
- */
-
-/* Layout and page chrome come from cashier-shared.scss; only what is specific to the day book
-   lives here. */
-
-.db-filters {
-  display: flex;
-  align-items: flex-end;
-  gap: 12px;
-  flex-wrap: wrap;
-  padding: 12px 16px;
-  margin-bottom: 12px;
-  background: #f8fafc;
-  border: 1px solid #e2e8f0;
-  border-radius: 8px;
-
-  /* The search box takes the slack so the two selects keep their natural width. */
-  &__search {
-    flex: 1 1 260px;
-  }
-}
-
-.db-note {
-  margin: 8px 0 12px;
-  font-size: 11px;
-  color: #94a3b8;
-}
-
-/* Dr/Cr marker — the one thing the eye should catch when scanning a day's vouchers. */
-.db-side {
-  display: inline-block;
-  min-width: 28px;
-  text-align: center;
-  padding: 2px 6px;
-  border-radius: 4px;
-  font-size: 11px;
-  font-weight: 800;
-  letter-spacing: 0.04em;
-  background: #f1f5f9;
-  color: #475569;
-
-  &--cr {
-    background: #dcfce7;
-    color: #15803d;
-  }
-
-  &--dr {
-    background: #fee2e2;
-    color: #b91c1c;
-  }
-}
-
-/* A hairline on the leading edge, tinted by side: readable without colouring the whole row,
-   which would fight the table's own hover state. */
-.db-row--cr td:first-child {
-  box-shadow: inset 3px 0 0 #22c55e;
-}
-
-.db-row--dr td:first-child {
-  box-shadow: inset 3px 0 0 #ef4444;
-}
-
-.db-muted {
-  color: #94a3b8;
-  font-size: 11px;
-}
-
-.db-badge {
-  display: inline-block;
-  padding: 2px 8px;
-  border-radius: 999px;
-  font-size: 10px;
-  font-weight: 800;
-  text-transform: uppercase;
-  letter-spacing: 0.05em;
-  background: #f1f5f9;
-  color: #475569;
-
-  &--ok {
-    background: #dcfce7;
-    color: #15803d;
-  }
-
-  &--pending {
-    background: #fef3c7;
-    color: #b45309;
-  }
-
-  &--rejected {
-    background: #fee2e2;
-    color: #b91c1c;
-  }
-}
-
-/* Not defined in cashier-shared.scss, so the day book carries its own. */
-.pg-alert {
-  padding: 10px 14px;
-  margin-bottom: 12px;
-  border-radius: 6px;
-  font-size: 13px;
-
-  &--error {
-    background: #fef2f2;
-    border: 1px solid #fecaca;
-    color: #b91c1c;
-  }
-}
-
-/* Exception summary, above the table: the day's flagged vouchers listed in full so nobody has to
-   hunt for a badge. */
-.db-exceptions {
-  margin-bottom: 14px;
-  padding: 12px 16px;
-  background: #fef2f2;
-  border: 1px solid #fecaca;
-  border-left: 4px solid #dc2626;
-  border-radius: 8px;
-
-  &__head {
-    display: flex;
-    align-items: center;
-    gap: 10px;
-    margin-bottom: 10px;
-    color: #b91c1c;
-    font-size: 13px;
-
-    mat-icon {
-      font-size: 20px;
-      width: 20px;
-      height: 20px;
-    }
-
-    /* Pushed to the right so the count reads first. */
-    .pg-btn {
-      margin-left: auto;
-      height: 30px;
-      font-size: 12px;
-    }
-  }
-
-  &__item {
-    display: flex;
-    align-items: center;
-    gap: 10px;
-    flex-wrap: wrap;
-    padding: 6px 0;
-    font-size: 12px;
-    border-top: 1px dotted #fecaca;
-  }
-
-  &__amt {
-    font-variant-numeric: tabular-nums;
-    color: #334155;
-  }
-
-  &__diff {
-    color: #b91c1c;
-  }
-
-  &__why {
-    color: #0d1b2a;
-    font-weight: 600;
-  }
-}
-
-/* The reason spelled out under its own flagged row. */
-.db-exc-row td {
-  background: #fef2f2 !important;
-  border-bottom: 1px solid #fecaca !important;
-  color: #7f1d1d;
-  font-size: 12px;
-  padding: 8px 14px !important;
-
-  mat-icon {
-    font-size: 15px;
-    width: 15px;
-    height: 15px;
-    vertical-align: -3px;
-    margin-right: 4px;
-  }
-}
-
-/* A closed exception stays on the row as history, but drops the alarm colouring — it is no longer
-   something anyone has to act on. */
-.db-exc-row--resolved td {
-  background: #f0fdf4 !important;
-  border-bottom: 1px solid #bbf7d0 !important;
-  color: #14532d;
-}
-
-.db-exc-row__resolution {
-  margin-top: 4px;
-  padding-top: 4px;
-  border-top: 1px dotted #bbf7d0;
-}
-
-.db-actions {
-  white-space: nowrap;
-}
-
-/* Raising an exception is a deliberate, consequential act — styled to read that way without
-   looking destructive, since nothing is deleted. */
-.pg-btn--warn {
-  background: #fffbeb;
-  border-color: #fde68a;
-  color: #92400e;
-
-  &:hover {
-    background: #fef3c7;
-  }
-}
-
-.db-icon-btn {
-  position: relative;
-  display: inline-flex;
-  align-items: center;
-  justify-content: center;
-  width: 28px;
-  height: 28px;
-  padding: 0;
-  border: 1px solid #e2e8f0;
-  border-radius: 6px;
-  background: #fff;
-  color: #475569;
-  cursor: pointer;
-
-  &:hover {
-    background: #f1f5f9;
-    color: #0d1b2a;
-  }
-
-  mat-icon {
-    font-size: 16px;
-    width: 16px;
-    height: 16px;
-  }
-
-  /* Attachment count rides on the paperclip so a voucher with a scanned slip reads as different
-     at a glance, without a separate column. */
-  &__count {
-    position: absolute;
-    top: -5px;
-    right: -5px;
-    min-width: 14px;
-    height: 14px;
-    padding: 0 3px;
-    border-radius: 999px;
-    background: #2563eb;
-    color: #fff;
-    font-size: 9px;
-    font-weight: 800;
-    line-height: 14px;
-  }
-}
-
-/* Inline panel, opened under the row it belongs to. */
-.db-panel-row td {
-  background: #f8fafc !important;
-  padding: 0 !important;
-}
-
-.db-panel {
-  padding: 14px 16px;
-  border-left: 3px solid #2563eb;
-
-  &__head {
-    display: flex;
-    align-items: center;
-    justify-content: space-between;
-    margin-bottom: 12px;
-    font-size: 13px;
-    color: #0d1b2a;
-  }
-
-  &__body {
-    display: flex;
-    align-items: flex-end;
-    gap: 16px;
-    flex-wrap: wrap;
-  }
-
-  &__remarks {
-    display: block;
-    margin-top: 12px;
-    max-width: 640px;
-  }
-
-  &__warn {
-    margin: 10px 0 0;
-    padding: 8px 12px;
-    border-radius: 6px;
-    background: #fffbeb;
-    border: 1px solid #fde68a;
-    color: #92400e;
-    font-size: 12px;
-  }
-
-  &__actions {
-    display: flex;
-    gap: 8px;
-    margin-top: 14px;
-  }
-}
-
-/* The two amounts being compared, side by side. */
-.db-cmp {
-  padding: 8px 14px;
-  border-radius: 6px;
-  background: #fff;
-  border: 1px solid #e2e8f0;
-
-  &__label {
-    display: block;
-    font-size: 10px;
-    font-weight: 800;
-    text-transform: uppercase;
-    letter-spacing: 0.05em;
-    color: #94a3b8;
-  }
-
-  &__value {
-    display: block;
-    margin-top: 2px;
-    font-size: 15px;
-    font-weight: 800;
-    font-variant-numeric: tabular-nums;
-    color: #0d1b2a;
-  }
-
-  &--good {
-    background: #f0fdf4;
-    border-color: #bbf7d0;
-
-    .db-cmp__value {
-      color: #15803d;
-    }
-  }
-
-  &--bad {
-    background: #fef2f2;
-    border-color: #fecaca;
-
-    .db-cmp__value {
-      color: #b91c1c;
-    }
-  }
-}
-
-.db-upload {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  flex-wrap: wrap;
-  margin-bottom: 12px;
-}
-
-.db-file {
-  display: flex;
-  align-items: center;
-  gap: 10px;
-  padding: 8px 12px;
-  margin-bottom: 6px;
-  background: #fff;
-  border: 1px solid #e2e8f0;
-  border-radius: 6px;
-  font-size: 12px;
-
-  mat-icon {
-    font-size: 18px;
-    width: 18px;
-    height: 18px;
-    color: #64748b;
-  }
-
-  &__name {
-    font-weight: 700;
-    color: #0d1b2a;
-  }
-}
-
-.pg-table tfoot td {
-  background: #f8fafc;
-  font-weight: 800;
-  font-size: 12px;
-  color: #334155;
-  border-top: 1px solid #e2e8f0;
-}

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

@@ -1,519 +0,0 @@
-/**
- * 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 { MatIconModule } from '@angular/material/icon';
-import { catchError, of } from 'rxjs';
-import { CashierService } from '../cashier.service';
-
-interface DayBookRow {
-  voucherNo: string | null;
-  side: 'CR' | 'DR';
-  kind: string;
-  accountNo: string | null;
-  accountType: string | null;
-  party: string | null;
-  amount: number | null;
-  paymentTypeName: string | null;
-  description: string | null;
-  status: string;
-  handledBy: string | null;
-  approvedBy: string | null;
-  txnId: string | null;
-  submittedAt: string | null;
-  actionedAt: string | null;
-  /** null until someone has physically checked the slip. */
-  verifyStatus: 'VERIFIED' | 'EXCEPTION' | null;
-  slipAmount: number | null;
-  verifyRemarks: string | null;
-  verifiedByName: string | null;
-  verifiedAt: string | null;
-  /** Set once a clerk or manager has closed the exception; null while it is still open. */
-  resolutionStatus: string | null;
-  resolutionNotes: string | null;
-  resolvedByName: string | null;
-  resolvedAt: string | null;
-  attachmentCount: number;
-}
-
-/**
- * Day book — every voucher raised on one date in a single list: cash deposits, withdrawals,
- * disbursements, collections and bank transfers, with the day's credit and debit totals.
- */
-@Component({
-  selector: 'mifosx-day-book',
-  templateUrl: './day-book.component.html',
-  styleUrls: [
-    '../cashier-shared.scss',
-    './day-book.component.scss'
-  ],
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatIconModule
-  ]
-})
-export class DayBookComponent implements OnInit {
-  private service = inject(CashierService);
-
-  date = '';
-  side: '' | 'CR' | 'DR' = '';
-  status = '';
-  search = '';
-
-  rows: DayBookRow[] = [];
-  creditTotal = 0;
-  debitTotal = 0;
-  netTotal = 0;
-  loading = false;
-  loaded = false;
-  errorMsg = '';
-
-  ngOnInit(): void {
-    this.date = this.today();
-    this.load();
-  }
-
-  /** Local date as yyyy-MM-dd — toISOString() would shift the day in any timezone behind UTC. */
-  private today(): string {
-    const d = new Date();
-    return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
-  }
-
-  load(): void {
-    if (!this.date) return;
-    this.loading = true;
-    this.errorMsg = '';
-    this.service
-      .dayBook(this.date, this.side || undefined, this.status || undefined)
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Could not load the day book.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.loading = false;
-        this.loaded = true;
-        this.rows = res?.rows ?? [];
-        this.creditTotal = Number(res?.creditTotal ?? 0);
-        this.debitTotal = Number(res?.debitTotal ?? 0);
-        this.netTotal = Number(res?.netTotal ?? 0);
-      });
-  }
-
-  /** Shifts the selected date by whole days, so yesterday is one click rather than a date picker. */
-  shiftDate(days: number): void {
-    const [
-      y,
-      m,
-      d
-    ] = this.date.split('-').map(Number);
-    const dt = new Date(y, m - 1, d + days);
-    this.date = `${dt.getFullYear()}-${String(dt.getMonth() + 1).padStart(2, '0')}-${String(dt.getDate()).padStart(2, '0')}`;
-    this.load();
-  }
-
-  goToday(): void {
-    this.date = this.today();
-    this.load();
-  }
-
-  /** Show only the flagged vouchers — set from the exception banner. */
-  exceptionsOnly = false;
-
-  /**
-   * Vouchers still awaiting a conclusion. A closed exception drops out of the banner — it stays
-   * visible on its own row as history, but it is no longer something anyone has to act on.
-   */
-  get exceptionRows(): DayBookRow[] {
-    return this.rows.filter((r) => r.verifyStatus === 'EXCEPTION' && !r.resolutionStatus);
-  }
-
-  /** Closed exceptions, kept for the record rather than for action. */
-  get resolvedExceptionCount(): number {
-    return this.rows.filter((r) => r.verifyStatus === 'EXCEPTION' && r.resolutionStatus).length;
-  }
-
-  /** Human label for a resolution code. */
-  resolutionLabel(status: string | null): string {
-    switch (status) {
-      case 'RESOLVED_SYSTEM_ERROR':
-        return 'System entry was wrong';
-      case 'RESOLVED_SLIP_ERROR':
-        return 'Slip was written wrong';
-      case 'RESOLVED_NO_ACTION':
-        return 'No action needed';
-      default:
-        return status ?? '';
-    }
-  }
-
-  /** Vouchers nobody has checked against a slip yet. */
-  get uncheckedCount(): number {
-    return this.rows.filter((r) => !r.verifyStatus).length;
-  }
-
-  toggleExceptionsOnly(): void {
-    this.exceptionsOnly = !this.exceptionsOnly;
-  }
-
-  /** Free-text narrowing over the rows already fetched — no extra round trip per keystroke. */
-  get filteredRows(): DayBookRow[] {
-    const base = this.exceptionsOnly ? this.exceptionRows : this.rows;
-    const q = this.search.trim().toLowerCase();
-    if (!q) return base;
-    return base.filter((r) =>
-      [
-        r.voucherNo,
-        r.accountNo,
-        r.party,
-        r.kind,
-        r.paymentTypeName,
-        r.handledBy,
-        r.description
-      ]
-        .filter(Boolean)
-        .some((v) => String(v).toLowerCase().includes(q))
-    );
-  }
-
-  /** Totals for what is on screen, so a search or side filter still reconciles. */
-  get shownCredit(): number {
-    return this.filteredRows
-      .filter((r) => r.side === 'CR' && this.countsAsMoney(r))
-      .reduce((s, r) => s + Number(r.amount ?? 0), 0);
-  }
-
-  get shownDebit(): number {
-    return this.filteredRows
-      .filter((r) => r.side === 'DR' && this.countsAsMoney(r))
-      .reduce((s, r) => s + Number(r.amount ?? 0), 0);
-  }
-
-  /** Only approved money is real money — a pending or rejected voucher must not move the totals. */
-  private countsAsMoney(r: DayBookRow): boolean {
-    const s = (r.status ?? '').toUpperCase();
-    return s === 'APPROVED' || s === 'COMPLETED';
-  }
-
-  statusClass(status: string): string {
-    switch ((status ?? '').toUpperCase()) {
-      case 'APPROVED':
-      case 'COMPLETED':
-        return 'db-badge db-badge--ok';
-      case 'PENDING':
-        return 'db-badge db-badge--pending';
-      case 'REJECTED':
-        return 'db-badge db-badge--rejected';
-      default:
-        return 'db-badge';
-    }
-  }
-
-  /** Time of day only — the date is already the page's subject. */
-  timeOf(iso: string | null): string {
-    if (!iso) return '—';
-    const t = iso.split('T')[1];
-    return t ? t.slice(0, 5) : '—';
-  }
-
-  // ── Physical slip verification ────────────────────────────────────────────
-
-  /** Row whose verification panel is open, or null when none is. */
-  verifyRow: DayBookRow | null = null;
-  verifySlipAmount: number | null = null;
-  verifyRemarks = '';
-  verifySaving = false;
-
-  openVerify(r: DayBookRow): void {
-    this.verifyRow = r;
-    // Pre-filled with the system's own figure: the common case is that the two agree, and when
-    // they don't the cashier only has to change the digits that actually differ.
-    this.verifySlipAmount = Number(r.amount ?? 0);
-    this.verifyRemarks = r.verifyRemarks ?? '';
-    this.attachRow = null;
-  }
-
-  closeVerify(): void {
-    this.verifyRow = null;
-    this.verifySlipAmount = null;
-    this.verifyRemarks = '';
-  }
-
-  /** True when the amount typed off the slip differs from what the system recorded. */
-  get verifyMismatch(): boolean {
-    if (!this.verifyRow || this.verifySlipAmount == null) return false;
-    return Number(this.verifySlipAmount) !== Number(this.verifyRow.amount ?? 0);
-  }
-
-  /**
-   * True while the slip box is empty. Clearing the field must not read as "amounts agree" — an
-   * unanswered question is not a match, so the panel shows neither verdict until a figure is typed.
-   */
-  get verifySlipBlank(): boolean {
-    return this.verifySlipAmount == null || String(this.verifySlipAmount).trim() === '';
-  }
-
-  get verifyDifference(): number {
-    if (!this.verifyRow || this.verifySlipAmount == null) return 0;
-    return Number(this.verifySlipAmount) - Number(this.verifyRow.amount ?? 0);
-  }
-
-  /**
-   * Saves the verdict. The status is derived from the figures rather than picked by the user —
-   * if the slip and the system disagree it is an exception, whatever anyone intended to click.
-   */
-  saveVerify(): void {
-    const row = this.verifyRow;
-    if (!row?.voucherNo) return;
-
-    const isException = this.verifyMismatch;
-    if (isException && !this.verifyRemarks.trim()) {
-      this.errorMsg = 'The amounts differ — add a remark saying what you found before saving.';
-      return;
-    }
-
-    this.verifySaving = true;
-    this.errorMsg = '';
-    this.service
-      .verifyVoucher(
-        row.voucherNo,
-        isException ? 'EXCEPTION' : 'VERIFIED',
-        isException ? Number(this.verifySlipAmount) : undefined,
-        this.verifyRemarks.trim() || undefined
-      )
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Could not save the verification.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.verifySaving = false;
-        if (res) {
-          this.closeVerify();
-          this.load();
-        }
-      });
-  }
-
-  /**
-   * Flags a voucher whose amounts agree — the problem is something other than the figure: a
-   * missing signature, a wrong account, a slip the member disputes. Deliberately not a "clear the
-   * check" action: erasing a verdict would erase the evidence that anything was ever wrong, which
-   * is exactly what an investigation needs.
-   */
-  raiseException(): void {
-    const row = this.verifyRow;
-    if (!row?.voucherNo) return;
-
-    if (!this.verifyRemarks.trim()) {
-      this.errorMsg = 'Say what the problem is before raising an exception.';
-      return;
-    }
-
-    this.verifySaving = true;
-    this.errorMsg = '';
-    this.service
-      // The slip amount is sent as-is: the figures match, so it doubles as the record of what
-      // both the slip and the system said at the time the exception was raised.
-      .verifyVoucher(
-        row.voucherNo,
-        'EXCEPTION',
-        Number(this.verifySlipAmount ?? row.amount ?? 0),
-        this.verifyRemarks.trim()
-      )
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Could not raise the exception.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.verifySaving = false;
-        if (res) {
-          this.closeVerify();
-          this.load();
-        }
-      });
-  }
-
-  // ── Attachments ───────────────────────────────────────────────────────────
-
-  attachRow: DayBookRow | null = null;
-  attachments: any[] = [];
-  attachLoading = false;
-  attachUploading = false;
-
-  openAttach(r: DayBookRow): void {
-    this.attachRow = r;
-    this.verifyRow = null;
-    this.attachments = [];
-    if (!r.voucherNo) return;
-    this.attachLoading = true;
-    this.service
-      .listVoucherAttachments(r.voucherNo)
-      .pipe(catchError(() => of(null)))
-      .subscribe((res: any) => {
-        this.attachLoading = false;
-        this.attachments = res?.attachments ?? [];
-      });
-  }
-
-  closeAttach(): void {
-    this.attachRow = null;
-    this.attachments = [];
-  }
-
-  onFileSelected(event: Event): void {
-    const input = event.target as HTMLInputElement;
-    const file = input.files?.[0];
-    const row = this.attachRow;
-    if (!file || !row?.voucherNo) return;
-
-    // 10 MB, matching the backend's own ceiling — rejecting here saves uploading the whole file
-    // only to have it refused.
-    if (file.size > 10 * 1024 * 1024) {
-      this.errorMsg = 'That file is larger than 10 MB. Please scan it at a lower resolution.';
-      input.value = '';
-      return;
-    }
-
-    const reader = new FileReader();
-    reader.onload = () => {
-      this.attachUploading = true;
-      this.errorMsg = '';
-      this.service
-        .uploadVoucherAttachment(
-          row.voucherNo!,
-          file.name,
-          file.type || 'application/octet-stream',
-          String(reader.result)
-        )
-        .pipe(
-          catchError((err: any) => {
-            this.errorMsg =
-              err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Upload failed. Please try again.';
-            return of(null);
-          })
-        )
-        .subscribe((res: any) => {
-          this.attachUploading = false;
-          input.value = '';
-          if (res) {
-            this.openAttach(row);
-            this.load();
-          }
-        });
-    };
-    reader.readAsDataURL(file);
-  }
-
-  /**
-   * Fetched through HttpClient rather than window.open: the download endpoint needs the auth
-   * header the interceptor adds, which a bare browser navigation would not carry. The blob is
-   * then handed to the browser as a normal save.
-   */
-  downloadAttachment(a: any): void {
-    this.service
-      .downloadVoucherAttachment(a.id)
-      .pipe(catchError(() => of(null)))
-      .subscribe((blob: Blob | null) => {
-        if (!blob) {
-          this.errorMsg = 'Could not download that file.';
-          return;
-        }
-        const url = URL.createObjectURL(blob);
-        const link = document.createElement('a');
-        link.href = url;
-        link.download = a.fileName ?? 'attachment';
-        link.click();
-        URL.revokeObjectURL(url);
-      });
-  }
-
-  deleteAttachment(a: any): void {
-    const row = this.attachRow;
-    this.service
-      .deleteVoucherAttachment(a.id)
-      .pipe(catchError(() => of(null)))
-      .subscribe(() => {
-        if (row) this.openAttach(row);
-        this.load();
-      });
-  }
-
-  exportCsv(): void {
-    const header = [
-      'Voucher No',
-      'Side',
-      'Type',
-      'Account',
-      'Party',
-      'Amount',
-      'Payment Type',
-      'Status',
-      'Handled By',
-      'Approved By',
-      'Slip Check',
-      'Slip Amount',
-      'Remarks',
-      'Checked By',
-      'Resolution',
-      'Resolution Notes',
-      'Closed By',
-      'Attachments',
-      'Time'
-    ];
-    const lines = this.filteredRows.map((r) =>
-      [
-        r.voucherNo ?? '',
-        r.side,
-        r.kind,
-        r.accountNo ?? '',
-        r.party ?? '',
-        String(r.amount ?? 0),
-        r.paymentTypeName ?? '',
-        r.status,
-        r.handledBy ?? '',
-        r.approvedBy ?? '',
-        r.verifyStatus ?? 'NOT CHECKED',
-        r.slipAmount != null ? String(r.slipAmount) : '',
-        r.verifyRemarks ?? '',
-        r.verifiedByName ?? '',
-        r.resolutionStatus ? this.resolutionLabel(r.resolutionStatus) : '',
-        r.resolutionNotes ?? '',
-        r.resolvedByName ?? '',
-        String(r.attachmentCount ?? 0),
-        this.timeOf(r.submittedAt)
-      ]
-        // Quote every field and double any embedded quote: names and narrations routinely
-        // contain commas, which would otherwise split into extra columns.
-        .map((v) => `"${String(v).replace(/"/g, '""')}"`)
-        .join(',')
-    );
-    const csv = [
-      header.join(','),
-      ...lines
-    ].join('\n');
-    const blob = new Blob([csv], { type: 'text/csv;charset=utf-8;' });
-    const url = URL.createObjectURL(blob);
-    const a = document.createElement('a');
-    a.href = url;
-    a.download = `day-book-${this.date}.csv`;
-    a.click();
-    URL.revokeObjectURL(url);
-  }
-}

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

@@ -1401,7 +1401,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
         dbCr: 'Cr',
         accountNo: cr.acNo,
         accountName: this.rowAccountNames[cr.acNo] ?? cr.acNo,
-        accountType: this.creditEntryAccountType(cr.acTyp),
+        accountType: cr.acTyp === 'CA' || cr.acTyp === 'CB' ? 'CURRENT' : cr.acTyp === 'GL' ? 'GL' : 'SAVINGS',
         savingsAccountId: cr.acTyp !== 'GL' ? (this.rowAccountIds[cr.acNo] ?? null) : null,
         glAccountId: cr.acTyp === 'GL' ? (this.rowAccountIds[cr.acNo] ?? null) : null,
         amount: String(cr.amount),
@@ -1421,7 +1421,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
         dbCr: r.dbCr,
         accountNo: r.acNo,
         accountName: this.rowAccountNames[r.acNo] ?? r.acNo,
-        accountType: this.creditEntryAccountType(r.acTyp),
+        accountType: r.acTyp === 'CA' || r.acTyp === 'CB' ? 'CURRENT' : r.acTyp === 'GL' ? 'GL' : 'SAVINGS',
         savingsAccountId: r.acTyp !== 'GL' ? (this.rowAccountIds[r.acNo] ?? null) : null,
         glAccountId: r.acTyp === 'GL' ? (this.rowAccountIds[r.acNo] ?? null) : null,
         amount: String(r.amount),
@@ -1490,7 +1490,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       dbCr,
       accountNo: r.acNo,
       accountName: this.rowAccountNames[r.acNo] ?? r.acNo,
-      accountType: this.creditEntryAccountType(r.acTyp),
+      accountType: r.acTyp === 'CA' || r.acTyp === 'CB' ? 'CURRENT' : 'SAVINGS',
       savingsAccountId: this.rowAccountIds[r.acNo],
       amount: String(r.amount),
       description: r.description ?? null
@@ -1937,36 +1937,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   }
 
   /** Maps UI account type → { listEndpoint, detailEndpoint, nomineeType, searchResource } */
-  /**
-   * The account-type label carried on a disbursement request's credit/debit entry.
-   *
-   * The backend (ClerkDisbursementRequestApiResource) only ever branches on 'GL' and 'CURRENT'; every
-   * other value takes the same path, and in the disbursement flow it resolves current-vs-savings from
-   * the database rather than from this string. So naming a fixed or recurring deposit accurately here
-   * changes only what the approving checker sees, never what gets posted. Previously anything that
-   * wasn't current or GL was labelled 'SAVINGS', which showed a checker an FD as a savings account --
-   * exactly the wrong information to approve a disbursement against.
-   */
-  private creditEntryAccountType(acTyp: string | undefined | null): string {
-    switch ((acTyp ?? '').toUpperCase()) {
-      case 'GL':
-        return 'GL';
-      case 'CA':
-      case 'CB':
-        return 'CURRENT';
-      case 'FD':
-        return 'FIXED_DEPOSIT';
-      case 'RD':
-        return 'RECURRING_DEPOSIT';
-      case 'SHR':
-        return 'SHARE';
-      case 'LA':
-        return 'LOAN';
-      default:
-        return 'SAVINGS';
-    }
-  }
-
   private accountTypeConfig(acTyp: string): {
     list: string;
     detail: string;
@@ -2166,12 +2136,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       // Track per-row account id/name for multi-row disbursement
       if (this.selectedRow?.acNo) {
         this.rowAccountIds[this.selectedRow.acNo] = acc.id;
-        // clientName must be in this chain: a deposit account's detail response carries the holder
-        // under clientName, not name/displayName (only GL accounts have `name`). Without it every FD
-        // and RD fell through to accountNo, so a disbursement request showed the checker an account
-        // number where the account holder's name belongs.
         this.rowAccountNames[this.selectedRow.acNo] =
-          acc.name ?? acc.displayName ?? acc.clientName ?? acc.glAccountName ?? acc.accountNo ?? '';
+          acc.name ?? acc.displayName ?? acc.glAccountName ?? acc.accountNo ?? '';
         this.rowClientIds[this.selectedRow.acNo] = acc.clientId ?? null;
       }
       if (this.selectedRow) {
@@ -2351,9 +2317,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       alerts.push({ type: 'danger', message: 'Sanctions Match — DO NOT process' });
     if (isYes(this.kycDetails?.willfulDefaulter))
       alerts.push({ type: 'danger', message: 'Willful Defaulter — Refer to Manager' });
-    // No AML-suspicion banner here by design. Sanctions and willful-defaulter above are legal
-    // prohibitions the cashier has to act on at the counter; AML suspicion is not — showing it
-    // risks tipping off the customer. It stays in the AML review queue and the STR/CTR reports.
+    if (this.kycDetails?.amlCheckStatus === 'FLAGGED')
+      alerts.push({ type: 'danger', message: 'AML Flag — Suspicious Activity' });
 
     return alerts;
   }
@@ -3255,7 +3220,21 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
         return;
       }
 
-      // No AML prompt on the GL path either — see the note on the savings/current path below.
+      const AML_GL = 200000;
+      if (amount > AML_GL && isCash) {
+        this.showConfirmAlert(
+          'warning',
+          'AML Alert — Large Cash Transaction',
+          [
+            `Transaction Amount: ₹${amount.toLocaleString('en-IN', { minimumFractionDigits: 2 })}`,
+            'This transaction requires manager approval.',
+            'Have you obtained approval to proceed?'
+          ],
+          'Yes, Proceed',
+          () => this.openConfirmDialog(row, amount, isDeposit, selectedPtEarly)
+        );
+        return;
+      }
       this.openConfirmDialog(row, amount, isDeposit, selectedPtEarly);
       return;
     }
@@ -3335,12 +3314,23 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       }
     }
 
-    // AML monitoring is deliberately invisible here. Every posted transaction is evaluated
-    // server-side against the AML rule catalog (AmlRuleEvaluationService) after it succeeds, and
-    // anything it flags surfaces only in the AML reports — alerts, STR cases and CTR returns.
-    // The cashier is never prompted or warned at the counter: tipping off the customer defeats
-    // the purpose of suspicious-transaction monitoring, and a hardcoded client-side threshold
-    // duplicated none of the real rule set anyway.
+    // 6. AML large cash
+    const AML_THRESHOLD = 200000;
+    if (amount > AML_THRESHOLD && selectedPt?.isCashPayment) {
+      this.showConfirmAlert(
+        'warning',
+        'AML Alert — Large Cash Transaction',
+        [
+          `Transaction Amount: ₹${amount.toLocaleString('en-IN', { minimumFractionDigits: 2 })}`,
+          'This transaction requires manager approval.',
+          'Have you obtained approval to proceed?'
+        ],
+        'Yes, Proceed',
+        () => this.openConfirmDialog(row, amount, isDeposit, selectedPt)
+      );
+      return;
+    }
+
     this.openConfirmDialog(row, amount, isDeposit, selectedPt);
   }
 
@@ -3730,7 +3720,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
 
     return {
       accountNo: this.accountDetails.accountNo,
-      accountType: this.creditEntryAccountType(row.acTyp),
+      accountType: 'SAVINGS',
       savingsAccountId: this.accountDetails.id,
       clientId: this.accountDetails.clientId ?? this.clientDetails?.id ?? null,
       clientName: this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null,
@@ -3839,7 +3829,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     const isGl = row.acTyp === 'GL';
     return {
       accountNo: isGl ? (this.accountDetails.glCode ?? this.accountDetails.name) : this.accountDetails.accountNo,
-      accountType: this.creditEntryAccountType(row.acTyp),
+      accountType: isGl ? 'GL' : row.acTyp === 'CA' || row.acTyp === 'CB' ? 'CURRENT' : 'SAVINGS',
       savingsAccountId: isGl ? null : this.accountDetails.id,
       // GL-specific fields — ignored by backend for non-GL types
       glAccountId: isGl ? this.accountDetails.id : null,

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

@@ -1,183 +0,0 @@
-<!--
-  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 · EXCEPTIONS</div>
-      <h1 class="pg-title">Voucher Exceptions</h1>
-      <p class="pg-sub">
-        Vouchers flagged at the counter — where the slip and the system disagree, or something else about the entry is
-        wrong. A clerk or manager reviews each one with the cashier, records what was found, and attaches the supporting
-        document.
-      </p>
-    </div>
-    <div class="pg-toolbar">
-      <label class="pg-field">
-        <span>Show</span>
-        <select [(ngModel)]="filter" (change)="load()">
-          <option value="OPEN">Open</option>
-          <option value="RESOLVED">Resolved</option>
-          <option value="ALL">All</option>
-        </select>
-      </label>
-      <button type="button" class="pg-btn pg-btn--primary" (click)="load()" [disabled]="loading">
-        <mat-icon>refresh</mat-icon> Reload
-      </button>
-    </div>
-  </header>
-
-  @if (errorMsg) {
-    <div class="pg-alert pg-alert--error">{{ errorMsg }}</div>
-  }
-
-  @if (!canResolve && loaded) {
-    <div class="ve-note">
-      <mat-icon>info</mat-icon>
-      You can see these exceptions but not close them — a Clerk, Head Cashier or Bank Manager records the conclusion, so
-      that whoever raised the flag is not the one who rules on it.
-    </div>
-  }
-
-  @if (loading) {
-    <div class="pg-empty">Loading…</div>
-  }
-
-  @if (!loading && loaded && exceptions.length === 0) {
-    <div class="pg-empty">
-      <mat-icon>check_circle</mat-icon>
-      <p>{{ filter === 'OPEN' ? 'No open exceptions. Everything checked so far agrees.' : 'Nothing to show.' }}</p>
-    </div>
-  }
-
-  @for (e of exceptions; track e.voucherNo) {
-    <div class="ve-card" [class.ve-card--resolved]="e.resolutionStatus">
-      <div class="ve-card__head">
-        <span class="pg-chip">{{ e.voucherNo }}</span>
-        @if (e.resolutionStatus) {
-          <span class="db-badge db-badge--ok">RESOLVED</span>
-        } @else {
-          <span class="db-badge db-badge--rejected">⚠ OPEN</span>
-        }
-        <span class="db-muted">
-          {{ e.accountNo }} · {{ e.party }} · raised by {{ e.raisedByName }} on {{ stamp(e.raisedAt) }}
-        </span>
-        @if (!e.resolutionStatus && canResolve) {
-          <button type="button" class="pg-btn pg-btn--primary ve-card__act" (click)="openResolve(e)">
-            Review &amp; Close
-          </button>
-        }
-      </div>
-
-      <div class="ve-card__amts">
-        <div class="db-cmp">
-          <span class="db-cmp__label">System recorded</span>
-          <span class="db-cmp__value">₹{{ e.systemAmount | number: '1.2-2' }}</span>
-        </div>
-        @if (!amountsAgree(e)) {
-          <div class="db-cmp db-cmp--bad">
-            <span class="db-cmp__label">Written on slip</span>
-            <span class="db-cmp__value">₹{{ e.slipAmount | number: '1.2-2' }}</span>
-          </div>
-          <div class="db-cmp db-cmp--bad">
-            <span class="db-cmp__label">Difference</span>
-            <span class="db-cmp__value">₹{{ difference(e) | number: '1.2-2' }}</span>
-          </div>
-        } @else {
-          <div class="db-cmp">
-            <span class="db-cmp__label">Amounts</span>
-            <span class="db-cmp__value">Agree — flagged for another reason</span>
-          </div>
-        }
-      </div>
-
-      <p class="ve-card__why"><strong>Cashier reported:</strong> {{ e.remarks }}</p>
-
-      @if (e.resolutionStatus) {
-        <div class="ve-card__resolution">
-          <strong>{{ resolutionLabel(e.resolutionStatus) }}</strong> — {{ e.resolutionNotes }}
-          <span class="db-muted">· closed by {{ e.resolvedByName }} on {{ stamp(e.resolvedAt) }}</span>
-        </div>
-      }
-
-      <!-- Resolution panel, opened under the exception it closes. -->
-      @if (resolveRow === e) {
-        <div class="db-panel ve-panel">
-          <div class="db-panel__head">
-            <strong>Close exception — {{ e.voucherNo }}</strong>
-            <button type="button" class="db-icon-btn" (click)="closeResolve()" title="Close">
-              <mat-icon>close</mat-icon>
-            </button>
-          </div>
-
-          <label class="pg-field ve-panel__field">
-            <span>What was wrong?</span>
-            <select [(ngModel)]="resolutionStatus">
-              <option value="">— Select —</option>
-              @for (o of resolutionOptions; track o.value) {
-                <option [value]="o.value">{{ o.label }}</option>
-              }
-            </select>
-          </label>
-
-          <label class="pg-field ve-panel__field">
-            <span>What was found, and what was done about it?</span>
-            <input
-              type="text"
-              [(ngModel)]="resolutionNotes"
-              placeholder="e.g. teller keyed 700 instead of 500 — reversing entry passed, member informed"
-            />
-          </label>
-
-          <div class="ve-panel__docs">
-            <strong>Supporting document</strong>
-            <p class="db-muted">
-              An exception cannot be closed on someone's word alone — attach the corrected slip, a signed note, or
-              whatever the decision rests on.
-            </p>
-            <label class="db-upload">
-              <input type="file" (change)="onFileSelected($event)" [disabled]="attachUploading" />
-              <span class="db-muted">Max 10 MB</span>
-            </label>
-            @if (attachUploading) {
-              <p class="db-muted">Uploading…</p>
-            }
-            @if (attachLoading) {
-              <p class="db-muted">Loading…</p>
-            }
-            @if (!attachLoading && attachments.length === 0) {
-              <p class="ve-panel__warn">No document attached yet — required before closing.</p>
-            }
-            @for (a of attachments; track a.id) {
-              <div class="db-file">
-                <mat-icon>description</mat-icon>
-                <span class="db-file__name">{{ a.fileName }}</span>
-                <span class="db-muted">{{ a.uploadedByName }}</span>
-                <button type="button" class="db-icon-btn" (click)="downloadAttachment(a)" title="Download">
-                  <mat-icon>download</mat-icon>
-                </button>
-              </div>
-            }
-          </div>
-
-          <div class="db-panel__actions">
-            <button
-              type="button"
-              class="pg-btn pg-btn--primary"
-              (click)="saveResolution()"
-              [disabled]="!canSubmitResolution"
-            >
-              Close Exception
-            </button>
-            <button type="button" class="pg-btn" (click)="closeResolve()">Cancel</button>
-          </div>
-        </div>
-      }
-    </div>
-  }
-</div>

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

@@ -1,120 +0,0 @@
-/**
- * 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/.
- */
-
-/* Page chrome comes from cashier-shared.scss, and the comparison tiles, panel and file rows are
-   shared with the day book. Only the exception card itself is defined here. */
-
-.ve-note {
-  display: flex;
-  align-items: center;
-  gap: 8px;
-  padding: 10px 14px;
-  margin-bottom: 14px;
-  background: #eff6ff;
-  border: 1px solid #bfdbfe;
-  border-radius: 8px;
-  color: #1e40af;
-  font-size: 12px;
-
-  mat-icon {
-    font-size: 18px;
-    width: 18px;
-    height: 18px;
-  }
-}
-
-/* One card per flagged voucher. Open ones carry a red edge; closed ones go green, so a queue
-   reads at a glance without opening anything. */
-.ve-card {
-  padding: 14px 16px;
-  margin-bottom: 12px;
-  background: #fff;
-  border: 1px solid #e2e8f0;
-  border-left: 4px solid #dc2626;
-  border-radius: 8px;
-
-  &--resolved {
-    border-left-color: #16a34a;
-    background: #fafffb;
-  }
-
-  &__head {
-    display: flex;
-    align-items: center;
-    gap: 10px;
-    flex-wrap: wrap;
-    margin-bottom: 12px;
-  }
-
-  /* Pushed right so the identity of the voucher reads first. */
-  &__act {
-    margin-left: auto;
-    height: 32px;
-    font-size: 12px;
-  }
-
-  &__amts {
-    display: flex;
-    align-items: flex-end;
-    gap: 12px;
-    flex-wrap: wrap;
-    margin-bottom: 12px;
-  }
-
-  &__why {
-    margin: 0;
-    padding: 8px 12px;
-    background: #f8fafc;
-    border-radius: 6px;
-    font-size: 12px;
-    color: #0d1b2a;
-  }
-
-  &__resolution {
-    margin-top: 10px;
-    padding: 8px 12px;
-    background: #f0fdf4;
-    border: 1px solid #bbf7d0;
-    border-radius: 6px;
-    font-size: 12px;
-    color: #14532d;
-  }
-}
-
-.ve-panel {
-  margin-top: 12px;
-  background: #f8fafc;
-  border: 1px solid #e2e8f0;
-  border-radius: 8px;
-
-  &__field {
-    display: block;
-    margin-bottom: 12px;
-    max-width: 640px;
-  }
-
-  &__docs {
-    padding: 12px;
-    background: #fff;
-    border: 1px solid #e2e8f0;
-    border-radius: 6px;
-    font-size: 12px;
-
-    p {
-      margin: 4px 0 10px;
-    }
-  }
-
-  &__warn {
-    padding: 6px 10px;
-    background: #fffbeb;
-    border: 1px solid #fde68a;
-    border-radius: 4px;
-    color: #92400e;
-  }
-}

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

@@ -1,248 +0,0 @@
-/**
- * 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 { MatIconModule } from '@angular/material/icon';
-import { catchError, of } from 'rxjs';
-import { CashierService } from '../cashier.service';
-
-interface VoucherException {
-  voucherNo: string;
-  systemAmount: number | null;
-  slipAmount: number | null;
-  remarks: string | null;
-  raisedByName: string | null;
-  raisedAt: string | null;
-  accountNo: string | null;
-  party: string | null;
-  raisedAgainst: string | null;
-  attachmentCount: number;
-  resolutionStatus: string | null;
-  resolutionNotes: string | null;
-  resolvedByName: string | null;
-  resolvedAt: string | null;
-}
-
-/**
- * Voucher exceptions raised at the counter, and the conclusion recorded on each.
- *
- * The cashier who spots a difference cannot close it — this screen is where a clerk, head cashier
- * or manager sits down with them, records what was actually wrong, and attaches the paper that
- * supports the decision.
- */
-@Component({
-  selector: 'mifosx-voucher-exceptions',
-  templateUrl: './voucher-exceptions.component.html',
-  styleUrls: [
-    '../cashier-shared.scss',
-    '../day-book/day-book.component.scss',
-    './voucher-exceptions.component.scss'
-  ],
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatIconModule
-  ]
-})
-export class VoucherExceptionsComponent implements OnInit {
-  private service = inject(CashierService);
-
-  filter: 'OPEN' | 'RESOLVED' | 'ALL' = 'OPEN';
-  exceptions: VoucherException[] = [];
-  /** Set by the backend from the caller's own roles — the cashier who raised a flag cannot close it. */
-  canResolve = false;
-  loading = false;
-  loaded = false;
-  errorMsg = '';
-
-  // Resolution panel
-  resolveRow: VoucherException | null = null;
-  resolutionStatus = '';
-  resolutionNotes = '';
-  resolveSaving = false;
-
-  // Attachments for the voucher being resolved
-  attachments: any[] = [];
-  attachLoading = false;
-  attachUploading = false;
-
-  readonly resolutionOptions = [
-    { value: 'RESOLVED_SYSTEM_ERROR', label: 'System entry was wrong' },
-    { value: 'RESOLVED_SLIP_ERROR', label: 'Slip was written wrong' },
-    { value: 'RESOLVED_NO_ACTION', label: 'No action needed' }
-  ];
-
-  ngOnInit(): void {
-    this.load();
-  }
-
-  load(): void {
-    this.loading = true;
-    this.errorMsg = '';
-    this.service
-      .voucherExceptions(this.filter)
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Could not load voucher exceptions.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.loading = false;
-        this.loaded = true;
-        this.exceptions = res?.exceptions ?? [];
-        this.canResolve = !!res?.canResolve;
-      });
-  }
-
-  difference(e: VoucherException): number {
-    if (e.slipAmount == null) return 0;
-    return Number(e.slipAmount) - Number(e.systemAmount ?? 0);
-  }
-
-  /** True when the flag was about something other than the amount. */
-  amountsAgree(e: VoucherException): boolean {
-    return e.slipAmount == null || Number(e.slipAmount) === Number(e.systemAmount ?? 0);
-  }
-
-  openResolve(e: VoucherException): void {
-    this.resolveRow = e;
-    this.resolutionStatus = '';
-    this.resolutionNotes = '';
-    this.loadAttachments(e);
-  }
-
-  closeResolve(): void {
-    this.resolveRow = null;
-    this.attachments = [];
-  }
-
-  private loadAttachments(e: VoucherException): void {
-    this.attachments = [];
-    this.attachLoading = true;
-    this.service
-      .listVoucherAttachments(e.voucherNo)
-      .pipe(catchError(() => of(null)))
-      .subscribe((res: any) => {
-        this.attachLoading = false;
-        this.attachments = res?.attachments ?? [];
-      });
-  }
-
-  onFileSelected(event: Event): void {
-    const input = event.target as HTMLInputElement;
-    const file = input.files?.[0];
-    const row = this.resolveRow;
-    if (!file || !row) return;
-
-    // 10 MB, matching the backend — refusing here saves uploading the whole file to be rejected.
-    if (file.size > 10 * 1024 * 1024) {
-      this.errorMsg = 'That file is larger than 10 MB. Please scan it at a lower resolution.';
-      input.value = '';
-      return;
-    }
-
-    const reader = new FileReader();
-    reader.onload = () => {
-      this.attachUploading = true;
-      this.errorMsg = '';
-      this.service
-        .uploadVoucherAttachment(
-          row.voucherNo,
-          file.name,
-          file.type || 'application/octet-stream',
-          String(reader.result),
-          'Supporting document for exception resolution'
-        )
-        .pipe(
-          catchError((err: any) => {
-            this.errorMsg =
-              err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Upload failed. Please try again.';
-            return of(null);
-          })
-        )
-        .subscribe((res: any) => {
-          this.attachUploading = false;
-          input.value = '';
-          if (res) {
-            this.loadAttachments(row);
-            this.load();
-          }
-        });
-    };
-    reader.readAsDataURL(file);
-  }
-
-  downloadAttachment(a: any): void {
-    this.service
-      .downloadVoucherAttachment(a.id)
-      .pipe(catchError(() => of(null)))
-      .subscribe((blob: Blob | null) => {
-        if (!blob) {
-          this.errorMsg = 'Could not download that file.';
-          return;
-        }
-        const url = URL.createObjectURL(blob);
-        const link = document.createElement('a');
-        link.href = url;
-        link.download = a.fileName ?? 'attachment';
-        link.click();
-        URL.revokeObjectURL(url);
-      });
-  }
-
-  /** Mirrors the backend's own rule, so the button explains itself before it is pressed. */
-  get canSubmitResolution(): boolean {
-    return (
-      !!this.resolutionStatus && !!this.resolutionNotes.trim() && this.attachments.length > 0 && !this.resolveSaving
-    );
-  }
-
-  saveResolution(): void {
-    const row = this.resolveRow;
-    if (!row) return;
-
-    this.resolveSaving = true;
-    this.errorMsg = '';
-    this.service
-      .resolveVoucherException(row.voucherNo, this.resolutionStatus, this.resolutionNotes.trim())
-      .pipe(
-        catchError((err: any) => {
-          this.errorMsg =
-            err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.message ?? 'Could not close the exception.';
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.resolveSaving = false;
-        if (res) {
-          this.closeResolve();
-          this.load();
-        }
-      });
-  }
-
-  resolutionLabel(status: string | null): string {
-    if (!status) return '';
-    return this.resolutionOptions.find((o) => o.value === status)?.label ?? status;
-  }
-
-  /** Date and time — an exception queue spans days, so the day matters here. */
-  stamp(iso: string | null): string {
-    if (!iso) return '—';
-    const [
-      d,
-      t
-    ] = iso.split('T');
-    return t ? `${d} ${t.slice(0, 5)}` : d;
-  }
-}

src/app/clerk/disbursement-review/disbursement-review.component.html

@@ -159,7 +159,7 @@
                   <td class="cell-mono">{{ entry.accountNo }}</td>
                   <td>{{ entry.accountName }}</td>
                   <td>
-                    <span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
+                    <span class="dri-type-badge">{{ entry.accountType }}</span>
                   </td>
                   <td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
                 </tr>
@@ -197,7 +197,7 @@
                   <td class="cell-mono">{{ entry.accountNo }}</td>
                   <td>{{ entry.accountName }}</td>
                   <td>
-                    <span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
+                    <span class="dri-type-badge">{{ entry.accountType }}</span>
                   </td>
                   <td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
                 </tr>
@@ -233,7 +233,7 @@
                   <td class="cell-mono">{{ entry.accountNo }}</td>
                   <td>{{ entry.accountName }}</td>
                   <td>
-                    <span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
+                    <span class="dri-type-badge">{{ entry.accountType }}</span>
                   </td>
                   <td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
                 </tr>

src/app/clerk/disbursement-review/disbursement-review.component.ts

@@ -143,24 +143,6 @@ export class DisbursementReviewComponent implements OnInit {
     return this.drEntries.reduce((sum, e) => sum + (e.amount ?? 0), 0);
   }
 
-  /**
-   * Human-readable account type for the badge. The stored value is the backend's own code
-   * (SAVINGS / CURRENT / FIXED_DEPOSIT / RECURRING_DEPOSIT / SHARE / LOAN / GL), so this only
-   * changes presentation -- a checker should read "Fixed Deposit", not "FIXED_DEPOSIT".
-   */
-  accountTypeLabel(accountType: string): string {
-    const labels: Record<string, string> = {
-      SAVINGS: 'Savings',
-      CURRENT: 'Current',
-      FIXED_DEPOSIT: 'Fixed Deposit',
-      RECURRING_DEPOSIT: 'Recurring Deposit',
-      SHARE: 'Share',
-      LOAN: 'Loan',
-      GL: 'GL'
-    };
-    return labels[(accountType ?? '').toUpperCase()] ?? accountType;
-  }
-
   statusClass(status: string): string {
     const map: Record<string, string> = {
       PENDING: 'dri-status--pending',

src/app/clerk/dividend-claim-request.service.ts

@@ -20,29 +20,37 @@ import { SILENT_HTTP_ERROR } from '../core/http/silent-error.token';
 export class DividendClaimRequestService {
   private http = inject(HttpClient);
 
-  /**
-   * Records a claim for an unclaimed dividend, collected as a Demand Draft.
-   *
-   * A dividend is only ever paid out as a draft — the savings-credit, cash and loan-set-off routes
-   * this endpoint once accepted are retired, so the payload carries just what a draft needs: how
-   * much, drawn in whose favour, and payable where.
-   */
   submit(
     lockId: number,
-    claim: {
-      ddApplyAmount: number;
-      ddBeneficiaryName: string;
-      ddPayableAtBranch: string;
-      ddPayableAtCity: string;
+    breakdown: {
+      loanId?: number;
+      loanApplyAmount?: number;
+      savingsAccountId?: number;
+      savingsApplyAmount?: number;
+      cashApplyAmount?: number;
+      tokNo?: string;
     }
   ): Observable<any> {
-    return this.http.post('/clerk/dividend-claim-requests', {
-      lockId,
-      ddApplyAmount: String(claim.ddApplyAmount),
-      ddBeneficiaryName: claim.ddBeneficiaryName,
-      ddPayableAtBranch: claim.ddPayableAtBranch,
-      ddPayableAtCity: claim.ddPayableAtCity
-    });
+    const body: any = { lockId };
+    if (breakdown.loanId != null) {
+      body.loanId = breakdown.loanId;
+    }
+    if (breakdown.loanApplyAmount != null) {
+      body.loanApplyAmount = String(breakdown.loanApplyAmount);
+    }
+    if (breakdown.savingsAccountId != null) {
+      body.savingsAccountId = breakdown.savingsAccountId;
+    }
+    if (breakdown.savingsApplyAmount != null) {
+      body.savingsApplyAmount = String(breakdown.savingsApplyAmount);
+    }
+    if (breakdown.cashApplyAmount != null) {
+      body.cashApplyAmount = String(breakdown.cashApplyAmount);
+    }
+    if (breakdown.tokNo != null) {
+      body.tokNo = breakdown.tokNo;
+    }
+    return this.http.post('/clerk/dividend-claim-requests', body);
   }
 
   // Silenced: onTokNoBlur() in Transaction Entry probes this only after the withdrawal-request
@@ -60,6 +68,10 @@ export class DividendClaimRequestService {
     });
   }
 
+  getOverdueLoans(clientId: number): Observable<any> {
+    return this.http.get(`/clerk/dividend-claim-requests/overdue-loans/${clientId}`);
+  }
+
   list(status = 'PENDING'): Observable<any> {
     return this.http.get('/clerk/dividend-claim-requests', { params: { status } });
   }

src/app/clerk/dividend-dashboard/dividend-dashboard.component.html

@@ -200,47 +200,11 @@
       <button type="button" class="pg-btn" [disabled]="locksLoading" (click)="loadLocks()">Refresh</button>
     </label>
   </div>
-
-  <!-- Financial-year chips, built from the locks themselves: a new declaration adds its year here
-       on its own, and a year with nothing left to show stops being offered. Shown even for a single
-       year, so the filter is visibly there before a second year exists to use it on. -->
-  @if (lockYears.length > 0) {
-    <div class="dd-year-filter">
-      <span class="dd-year-filter__label">Financial year</span>
-      <div class="dd-filter-group">
-        <button
-          type="button"
-          class="dd-filter-btn"
-          [class.dd-filter-btn--active]="lockYearFilter === 'ALL'"
-          (click)="setLockYearFilter('ALL')"
-        >
-          All years
-        </button>
-        @for (year of lockYears; track year) {
-          <button
-            type="button"
-            class="dd-filter-btn"
-            [class.dd-filter-btn--active]="lockYearFilter === year"
-            (click)="setLockYearFilter(year)"
-          >
-            FY {{ year }}
-          </button>
-        }
-      </div>
-      <span class="dd-year-filter__total">
-        {{ visibleLocks.length }} lock{{ visibleLocks.length === 1 ? '' : 's' }} ·
-        {{ visibleLocksTotal | number: '1.2-2' }}
-      </span>
-    </div>
-  }
   <table class="pg-table">
     <thead>
       <tr>
         <th>Client</th>
-        <!-- Which declaration this lock came from. A member can hold several unclaimed dividends at
-             once — this year's plus an earlier year they never collected — and amount alone cannot
-             tell them apart. -->
-        <th>Dividend</th>
+        <th>Savings Account</th>
         <th class="num">Amount</th>
         <th>Locked Date</th>
         <th>Release Due</th>
@@ -254,23 +218,16 @@
         <tr>
           <td colspan="8" class="pg-empty">Loading…</td>
         </tr>
-      } @else if (locksLoaded && visibleLocks.length === 0) {
+      } @else if (locksLoaded && locks.length === 0) {
         <tr>
           <td colspan="8" class="pg-empty">No dividend locks match this filter.</td>
         </tr>
       } @else {
-        @for (l of visibleLocks; track l.lockId) {
+        @for (l of locks; track l.lockId) {
           <tr>
             <td>{{ l.clientName }}</td>
             <td>
-              @if (l.financialYear) {
-                <div class="dd-dividend-year">FY {{ l.financialYear }}</div>
-                <div class="dd-dividend-period">
-                  {{ l.productName }} · {{ l.periodStartDate }} → {{ l.periodEndDate }}
-                </div>
-              } @else {
-                —
-              }
+              <span class="pg-chip">{{ l.savingsAccountNo }}</span>
             </td>
             <td class="num">{{ l.amount | number: '1.2-2' }}</td>
             <td>{{ l.lockedDate }}</td>
@@ -292,33 +249,48 @@
               <td colspan="8">
                 <div class="dd-apply-panel dd-apply-panel--wrap">
                   <div class="dd-apply-panel-title">
-                    Unclaimed amount: {{ l.amount | number: '1.2-2' }}
-                    @if (l.financialYear) {
-                      <span> (FY {{ l.financialYear }} dividend)</span>
-                    }
-                    — issue as a Demand Draft
+                    Unclaimed amount: {{ l.amount | number: '1.2-2' }} — split it below (loan, savings, cash)
                   </div>
-                  <!-- A dividend is collected only as a Demand Draft. Amount defaults to the full
-                       unclaimed balance; anything left unclaimed stays on the lock for a later visit. -->
+                  @if (claimOverdueLoans[l.lockId] && claimOverdueLoans[l.lockId].length > 0) {
+                    <label class="inv-form-field">
+                      <span>Apply to Overdue Loan</span>
+                      <select [(ngModel)]="claimLoanId[l.lockId]">
+                        @for (loan of claimOverdueLoans[l.lockId]; track loan.loanId) {
+                          <option [ngValue]="loan.loanId">
+                            {{ loan.accountNo }} — Overdue {{ loan.overdueAmount | number: '1.2-2' }}
+                          </option>
+                        }
+                      </select>
+                    </label>
+                    <label class="inv-form-field">
+                      <span>Loan Amount</span>
+                      <input type="number" [(ngModel)]="claimLoanAmount[l.lockId]" min="0" step="0.01" />
+                    </label>
+                  } @else {
+                    <div class="pg-empty-inline">No overdue loan for this client.</div>
+                  }
                   <label class="inv-form-field">
-                    <span>DD Amount</span>
-                    <input type="number" [(ngModel)]="claimDdAmount[l.lockId]" min="0" step="0.01" />
+                    <span>Credit to Savings</span>
+                    <input type="number" [(ngModel)]="claimSavingsAmount[l.lockId]" min="0" step="0.01" />
                   </label>
+                  @if (!l.savingsAccountId && claimSavingsAmount[l.lockId] > 0) {
+                    <label class="inv-form-field">
+                      <span>Savings Account ID (no linked account — enter one to credit)</span>
+                      <input type="number" [(ngModel)]="claimSavingsAccountOverride[l.lockId]" min="1" step="1" />
+                    </label>
+                  }
                   <label class="inv-form-field">
-                    <span>Beneficiary Name</span>
-                    <input type="text" [(ngModel)]="claimDdBeneficiary[l.lockId]" />
-                  </label>
-                  <label class="inv-form-field">
-                    <span>Payable At — Branch</span>
-                    <input type="text" [(ngModel)]="claimDdPayableAtBranch[l.lockId]" />
-                  </label>
-                  <label class="inv-form-field">
-                    <span>Payable At — City</span>
-                    <input type="text" [(ngModel)]="claimDdPayableAtCity[l.lockId]" />
+                    <span>Cash</span>
+                    <input type="number" [(ngModel)]="claimCashAmount[l.lockId]" min="0" step="0.01" />
                   </label>
+                  @if (claimCashAmount[l.lockId] > 0) {
+                    <label class="inv-form-field">
+                      <span>Token No. (for cashier hand-over)</span>
+                      <input type="text" [(ngModel)]="claimTokNo[l.lockId]" />
+                    </label>
+                  }
                   <div class="dd-apply-panel-total">
-                    Claiming: {{ claimDdAmount[l.lockId] || 0 | number: '1.2-2' }} /
-                    {{ l.amount | number: '1.2-2' }}
+                    Total: {{ claimTotal(l) | number: '1.2-2' }} / {{ l.amount | number: '1.2-2' }}
                   </div>
                   @if (claimError) {
                     <div class="dd-apply-error">{{ claimError }}</div>
@@ -343,21 +315,6 @@
 
 <div class="pg-card" style="margin-top: 16px">
   <div class="pos-section-label">Dividend Claim Requests — Pending Review</div>
-
-  <!-- The draft just drawn. Approving refreshes the list, so the row it came from is gone by the
-       time the clerk looks — and the DD number is exactly what they need to write on the
-       counterfoil and hand over. -->
-  @if (lastIssuedDd) {
-    <div class="dd-issued-banner">
-      <div class="dd-issued-banner__main">
-        Demand Draft <strong>{{ lastIssuedDd.ddNumber }}</strong> issued to {{ lastIssuedDd.clientName }} for
-        {{ lastIssuedDd.amount | number: '1.2-2' }}
-      </div>
-      <button type="button" class="dd-issued-banner__close" (click)="lastIssuedDd = null" aria-label="Dismiss">
-        &times;
-      </button>
-    </div>
-  }
   <div class="inv-form-grid" style="padding: 12px 16px">
     <label class="inv-form-field" style="align-self: end">
       <button type="button" class="pg-btn" [disabled]="claimRequestsLoading" (click)="loadClaimRequests()">
@@ -369,44 +326,53 @@
     <thead>
       <tr>
         <th>Client</th>
-        <!-- A dividend is collected only as a Demand Draft, so what the checker needs to see is the
-             draft about to be drawn: for how much, in whose favour, payable where. -->
-        <th class="num">DD Amount</th>
-        <th>Beneficiary</th>
-        <th>Payable At</th>
+        <th>Savings Account</th>
+        <th class="num">To Loan</th>
+        <th class="num">To Savings</th>
+        <th class="num">Cash</th>
         <th class="num">Unclaimed Balance</th>
-        <th>Requested By</th>
+        <th>Client Loan Status</th>
         <th></th>
       </tr>
     </thead>
     <tbody>
       @if (claimRequestsLoading) {
         <tr>
-          <td colspan="7" class="pg-empty">Loading…</td>
+          <td colspan="8" class="pg-empty">Loading…</td>
         </tr>
       } @else if (claimRequestsLoaded && claimRequests.length === 0) {
         <tr>
-          <td colspan="7" class="pg-empty">No dividend claim requests pending review.</td>
+          <td colspan="8" class="pg-empty">No dividend claim requests pending review.</td>
         </tr>
       } @else {
         @for (req of claimRequests; track req.id) {
           <tr>
             <td>{{ req.client_name }}</td>
-            <td class="num">{{ req.dd_apply_amount | number: '1.2-2' }}</td>
-            <td>{{ req.dd_beneficiary_name || '—' }}</td>
             <td>
-              @if (req.dd_payable_at_branch || req.dd_payable_at_city) {
-                {{ req.dd_payable_at_branch }}
-                @if (req.dd_payable_at_branch && req.dd_payable_at_city) {
-                  ,
-                }
-                {{ req.dd_payable_at_city }}
-              } @else {
-                —
+              <span class="pg-chip">{{ req.savings_account_no }}</span>
+            </td>
+            <td class="num">
+              {{
+                req.loan_apply_amount > 0
+                  ? (req.loan_apply_amount | number: '1.2-2') + ' (' + req.loan_account_no + ')'
+                  : '—'
+              }}
+            </td>
+            <td class="num">{{ req.savings_apply_amount > 0 ? (req.savings_apply_amount | number: '1.2-2') : '—' }}</td>
+            <td class="num">
+              {{ req.cash_apply_amount > 0 ? (req.cash_apply_amount | number: '1.2-2') : '—' }}
+              @if (req.cash_apply_amount > 0 && req.tok_no) {
+                <div class="pg-empty-inline">Tok: {{ req.tok_no }}</div>
               }
             </td>
             <td class="num">{{ req.locked_amount | number: '1.2-2' }}</td>
-            <td>{{ req.clerk_name }}</td>
+            <td>
+              @if (req.has_overdue_loan) {
+                <span class="dd-badge dd-badge--failed">Has Overdue EMI</span>
+              } @else {
+                <span class="dd-badge dd-badge--posted">No Overdue Loan</span>
+              }
+            </td>
             <td>
               <button type="button" class="pg-btn" [disabled]="claimActioningId === req.id" (click)="approveClaim(req)">
                 {{ claimActioningId === req.id ? 'Approving…' : 'Approve' }}
@@ -421,7 +387,7 @@
           </tr>
           @if (expandedRejectClaimId === req.id) {
             <tr class="dd-apply-row">
-              <td colspan="7">
+              <td colspan="8">
                 <div class="dd-apply-panel">
                   <label class="inv-form-field">
                     <span>Rejection Reason</span>

src/app/clerk/dividend-dashboard/dividend-dashboard.component.scss

@@ -169,78 +169,3 @@
     color: #fff;
   }
 }
-
-/* Which declaration a lock belongs to. The financial year leads because that is how a member asks
-   for it ("my 2026-27 dividend"); the product and exact period sit under it for the clerk who needs
-   to be certain, without crowding the row. */
-.dd-dividend-year {
-  font-weight: 600;
-  font-size: 13px;
-  color: #1e293b;
-  white-space: nowrap;
-}
-
-.dd-dividend-period {
-  font-size: 11.5px;
-  color: #64748b;
-  white-space: nowrap;
-}
-
-/* Financial-year chips. Sits below the status chips as a second, narrower axis over the same list —
-   status is fetched from the server, year filters what came back. */
-.dd-year-filter {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  flex-wrap: wrap;
-  padding: 0 16px 12px;
-
-  &__label {
-    font-size: 12px;
-    font-weight: 600;
-    color: #64748b;
-    text-transform: uppercase;
-    letter-spacing: 0.03em;
-  }
-
-  &__total {
-    margin-left: auto;
-    font-size: 12.5px;
-    color: #475569;
-    font-variant-numeric: tabular-nums;
-    white-space: nowrap;
-  }
-}
-
-/* The DD number just drawn. Approving refreshes the pending list, so the row it came from is gone
-   by the time the clerk reads it — and that number is what goes on the counterfoil. */
-.dd-issued-banner {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  margin: 12px 16px 0;
-  padding: 10px 14px;
-  border: 1px solid #86efac;
-  border-radius: 6px;
-  background: #f0fdf4;
-  color: #166534;
-  font-size: 13.5px;
-
-  &__main {
-    flex: 1;
-  }
-
-  &__close {
-    border: none;
-    background: none;
-    color: #166534;
-    font-size: 20px;
-    line-height: 1;
-    cursor: pointer;
-    padding: 0 4px;
-
-    &:hover {
-      color: #14532d;
-    }
-  }
-}

src/app/clerk/dividend-dashboard/dividend-dashboard.component.ts

@@ -56,30 +56,19 @@ export class DividendDashboardComponent implements OnInit {
   declarationsLoading = false;
   declarationsLoaded = false;
 
-  /** Every lock the status filter returned, before the year filter narrows it. */
   locks: any[] = [];
   locksLoading = false;
   locksLoaded = false;
   lockStatusFilter = 'ALL';
 
-  /**
-   * Financial years that actually have locks, newest first — derived from the data rather than
-   * listed anywhere, so a new declaration adds its year on its own and a year whose locks are all
-   * gone stops being offered. No maintenance as years roll over.
-   */
-  lockYears: string[] = [];
-  lockYearFilter = 'ALL';
-
   expandedClaimLockId: number | null = null;
-  /**
-   * A dividend is collected as a Demand Draft and nothing else — the savings-credit, cash and
-   * loan-set-off routes are retired, so the panel only gathers what a draft needs: how much, drawn
-   * in whose favour, and payable where.
-   */
-  claimDdAmount: Record<number, number | null> = {};
-  claimDdBeneficiary: Record<number, string> = {};
-  claimDdPayableAtBranch: Record<number, string> = {};
-  claimDdPayableAtCity: Record<number, string> = {};
+  claimOverdueLoans: Record<number, any[]> = {};
+  claimLoanId: Record<number, number | null> = {};
+  claimLoanAmount: Record<number, number | null> = {};
+  claimSavingsAmount: Record<number, number | null> = {};
+  claimSavingsAccountOverride: Record<number, number | null> = {};
+  claimCashAmount: Record<number, number | null> = {};
+  claimTokNo: Record<number, string> = {};
   claimSubmitting = false;
   claimError: string | null = null;
 
@@ -88,13 +77,6 @@ export class DividendDashboardComponent implements OnInit {
   claimRequestsLoaded = false;
   claimActioningId: number | null = null;
   claimActionError: Record<number, string> = {};
-
-  /**
-   * The Demand Draft just drawn by approving a claim. Held so the clerk can read off the number
-   * after the row it came from has left the pending list — it is what goes on the counterfoil and
-   * into the member's hand, and there is nowhere else on this screen to find it.
-   */
-  lastIssuedDd: { ddNumber: string; clientName: string; amount: number } | null = null;
   expandedRejectClaimId: number | null = null;
   rejectReason: Record<number, string> = {};
 
@@ -113,45 +95,74 @@ export class DividendDashboardComponent implements OnInit {
     }
     this.expandedClaimLockId = lock.lockId;
     this.claimError = null;
-    // Defaults to the whole unclaimed balance and the member's own name, which is what a member
-    // asks for almost every time; the clerk overrides only when the member wants otherwise.
-    this.claimDdAmount[lock.lockId] = Number(lock.amount);
-    this.claimDdBeneficiary[lock.lockId] = lock.clientName ?? '';
-    this.claimDdPayableAtBranch[lock.lockId] = '';
-    this.claimDdPayableAtCity[lock.lockId] = '';
+    this.claimLoanId[lock.lockId] = null;
+    this.claimLoanAmount[lock.lockId] = null;
+    this.claimSavingsAmount[lock.lockId] = Number(lock.amount);
+    this.claimSavingsAccountOverride[lock.lockId] = null;
+    this.claimCashAmount[lock.lockId] = null;
+    this.claimTokNo[lock.lockId] = '';
+    this.claimRequestService
+      .getOverdueLoans(lock.clientId)
+      .pipe(catchError(() => of([])))
+      .subscribe((loans: any[]) => {
+        this.claimOverdueLoans[lock.lockId] = loans ?? [];
+        if (loans && loans.length > 0) {
+          this.claimLoanId[lock.lockId] = loans[0].loanId;
+          const loanAmt = Math.min(Number(lock.amount), Number(loans[0].overdueAmount));
+          this.claimLoanAmount[lock.lockId] = loanAmt;
+          this.claimSavingsAmount[lock.lockId] = Number((Number(lock.amount) - loanAmt).toFixed(2));
+        }
+      });
+  }
+
+  claimTotal(lock: any): number {
+    return (
+      Number(this.claimLoanAmount[lock.lockId] || 0) +
+      Number(this.claimSavingsAmount[lock.lockId] || 0) +
+      Math.floor(Number(this.claimCashAmount[lock.lockId] || 0))
+    );
   }
 
   submitClaim(lock: any): void {
-    const ddAmount = Number(this.claimDdAmount[lock.lockId] || 0);
-    const beneficiary = this.claimDdBeneficiary[lock.lockId]?.trim();
-    const payableAtBranch = this.claimDdPayableAtBranch[lock.lockId]?.trim();
-    const payableAtCity = this.claimDdPayableAtCity[lock.lockId]?.trim();
-
-    if (ddAmount <= 0) {
-      this.claimError = 'Enter a DD amount greater than zero.';
+    const loanAmount = Number(this.claimLoanAmount[lock.lockId] || 0);
+    const savingsAmount = Number(this.claimSavingsAmount[lock.lockId] || 0);
+    // Cash can only be handed over in whole-rupee notes/coins (no denomination below ₹1), while a
+    // dividend share often works out to paise — floor to the nearest rupee so the denomination
+    // total the cashier counts can always match exactly; any leftover paise stays unclaimed.
+    const cashAmount = Math.floor(Number(this.claimCashAmount[lock.lockId] || 0));
+    const total = loanAmount + savingsAmount + cashAmount;
+    if (total <= 0) {
+      this.claimError = 'Enter at least one amount (loan, savings, or cash), greater than zero.';
       return;
     }
-    if (ddAmount > Number(lock.amount)) {
-      this.claimError = `DD amount (${ddAmount}) cannot exceed the unclaimed amount of ${lock.amount}.`;
+    if (total > Number(lock.amount)) {
+      this.claimError = `Total (${total}) cannot exceed the unclaimed amount of ${lock.amount}.`;
       return;
     }
-    if (!beneficiary) {
-      this.claimError = 'Enter the beneficiary name — a Demand Draft cannot be drawn without a payee.';
+    if (loanAmount > 0 && !this.claimLoanId[lock.lockId]) {
+      this.claimError = 'Select a loan to apply the loan amount towards.';
       return;
     }
-    if (!payableAtBranch || !payableAtCity) {
-      this.claimError = 'Enter both the branch and city the Demand Draft is payable at.';
+    if (savingsAmount > 0 && !lock.savingsAccountId && !this.claimSavingsAccountOverride[lock.lockId]) {
+      this.claimError = 'This share account has no linked savings account — enter a Savings Account ID to credit.';
+      return;
+    }
+    const tokNo = this.claimTokNo[lock.lockId]?.trim();
+    if (cashAmount > 0 && !tokNo) {
+      this.claimError = 'Enter a Token No. for the cash portion — the cashier will use it to hand over the cash.';
       return;
     }
-
     this.claimSubmitting = true;
     this.claimError = null;
     this.claimRequestService
       .submit(lock.lockId, {
-        ddApplyAmount: ddAmount,
-        ddBeneficiaryName: beneficiary,
-        ddPayableAtBranch: payableAtBranch,
-        ddPayableAtCity: payableAtCity
+        loanId: loanAmount > 0 ? this.claimLoanId[lock.lockId] : undefined,
+        loanApplyAmount: loanAmount > 0 ? loanAmount : undefined,
+        savingsAccountId:
+          savingsAmount > 0 && !lock.savingsAccountId ? this.claimSavingsAccountOverride[lock.lockId] : undefined,
+        savingsApplyAmount: savingsAmount > 0 ? savingsAmount : undefined,
+        cashApplyAmount: cashAmount > 0 ? cashAmount : undefined,
+        tokNo: cashAmount > 0 ? tokNo : undefined
       })
       .subscribe({
         next: () => {
@@ -182,18 +193,8 @@ export class DividendDashboardComponent implements OnInit {
     this.claimActioningId = req.id;
     delete this.claimActionError[req.id];
     this.claimRequestService.approve(req.id).subscribe({
-      next: (res: any) => {
+      next: () => {
         this.claimActioningId = null;
-        // The draft number is the one thing the clerk needs off this action — it is what they write
-        // on the counterfoil and hand to the member. Approving refreshes the list, so the row this
-        // came from disappears; without surfacing it here the number would be lost.
-        if (res?.ddNumber) {
-          this.lastIssuedDd = {
-            ddNumber: res.ddNumber,
-            clientName: req.client_name,
-            amount: Number(res.totalDisbursed) || Number(req.dd_apply_amount) || 0
-          };
-        }
         this.loadClaimRequests();
         this.loadLocks();
         this.loadSummary();
@@ -268,49 +269,16 @@ export class DividendDashboardComponent implements OnInit {
       .pipe(catchError(() => of([])))
       .subscribe((res: any[]) => {
         this.locks = res ?? [];
-        this.rebuildLockYears();
         this.locksLoading = false;
         this.locksLoaded = true;
       });
   }
 
-  /**
-   * Rebuilds the year chips from whatever locks came back, newest first.
-   *
-   * A year the current status filter has no locks for disappears from the chips, so the selected
-   * year is reset to ALL when that happens — otherwise the table would show nothing with no
-   * indication why.
-   */
-  private rebuildLockYears(): void {
-    this.lockYears = [...new Set(this.locks.map((l) => l.financialYear).filter((y) => !!y))].sort((a, b) =>
-      b.localeCompare(a)
-    );
-    if (this.lockYearFilter !== 'ALL' && !this.lockYears.includes(this.lockYearFilter)) {
-      this.lockYearFilter = 'ALL';
-    }
-  }
-
-  /** Locks the table actually renders — the status filter is applied server-side, the year here. */
-  get visibleLocks(): any[] {
-    return this.lockYearFilter === 'ALL'
-      ? this.locks
-      : this.locks.filter((l) => l.financialYear === this.lockYearFilter);
-  }
-
-  /** Total of what is on screen, so a year's worth of dividend can be read off directly. */
-  get visibleLocksTotal(): number {
-    return this.visibleLocks.reduce((sum, l) => sum + (Number(l.amount) || 0), 0);
-  }
-
   setLockStatusFilter(status: string): void {
     this.lockStatusFilter = status;
     this.loadLocks();
   }
 
-  setLockYearFilter(year: string): void {
-    this.lockYearFilter = year;
-  }
-
   lockStatusClass(status: string): string {
     switch (status) {
       case 'UNCLAIMED':

src/app/clerk/my-disbursement-requests/my-disbursement-requests.component.html

@@ -170,9 +170,7 @@
                             <td class="cell-mono">{{ ce.accountNo || '—' }}</td>
                             <td>{{ ce.accountName || '—' }}</td>
                             <td>
-                              <span class="mdr-actype">{{
-                                ce.accountType ? accountTypeLabel(ce.accountType) : '—'
-                              }}</span>
+                              <span class="mdr-actype">{{ ce.accountType || '—' }}</span>
                             </td>
                             <td class="num mdr-ce-amount">{{ ce.amount | number: '1.2-2' }}</td>
                           </tr>

src/app/clerk/my-disbursement-requests/my-disbursement-requests.component.ts

@@ -187,23 +187,6 @@ export class MyDisbursementRequestsComponent implements OnInit {
     return this.getCreditEntries(req).length;
   }
 
-  /**
-   * Human-readable account type for the badge. The stored value is the backend's own code
-   * (SAVINGS / CURRENT / FIXED_DEPOSIT / RECURRING_DEPOSIT / SHARE / LOAN / GL); presentation only.
-   */
-  accountTypeLabel(accountType: string): string {
-    const labels: Record<string, string> = {
-      SAVINGS: 'Savings',
-      CURRENT: 'Current',
-      FIXED_DEPOSIT: 'Fixed Deposit',
-      RECURRING_DEPOSIT: 'Recurring Deposit',
-      SHARE: 'Share',
-      LOAN: 'Loan',
-      GL: 'GL'
-    };
-    return labels[(accountType ?? '').toUpperCase()] ?? accountType;
-  }
-
   statusClass(status: string): string {
     const map: Record<string, string> = {
       PENDING: 'mdr-status--pending',

src/app/clients/client-stepper/client-general-step/client-general-step.component.html

@@ -394,7 +394,7 @@
       }
     </div>
 
-    <!-- Minor / Guardian Mapping (mandatory for a minor -- see MINOR_AGE_THRESHOLD) -->
+    <!-- Minor / Guardian Mapping (mandatory if age < 18) -->
     @if (isMinor && createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) {
       <div class="guardian-section">
         <!-- Header bar -->

src/app/clients/client-stepper/client-general-step/client-general-step.component.ts

@@ -56,12 +56,6 @@ import {
   ContactOtpBlockComponent,
   ContactOtpState
 } from 'app/clients/edit-client/contact-otp-block/contact-otp-block.component';
-import {
-  MINOR_AGE_THRESHOLD,
-  SENIOR_CITIZEN_AGE_THRESHOLD,
-  isMinorAge,
-  isSeniorCitizenAge
-} from 'app/clients/shared/client-age.util';
 
 /**
  * Create Client Component
@@ -305,13 +299,10 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
   ];
   /** Calculated age detail string (Y/M/D) */
   calculatedAgeDetail: string | null = null;
-  /** Whether client is a minor — threshold from the shared age util, derived from Date of Birth */
+  /** Whether client is a minor (age < 18) */
   isMinor = false;
-  /** Whether client is a senior citizen — threshold from the shared age util, derived from DOB */
+  /** Whether client is a senior citizen (age >= 60) — auto-detected from Date of Birth */
   isSeniorCitizen = false;
-  /** Exposed for template hints so the displayed rule can never drift from the applied rule. */
-  readonly minorAgeThreshold = MINOR_AGE_THRESHOLD;
-  readonly seniorCitizenAgeThreshold = SENIOR_CITIZEN_AGE_THRESHOLD;
   /** Age breakdown for DB storage */
   ageBreakdown = { years: 0, months: 0, days: 0 };
 
@@ -1246,8 +1237,8 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
             this.calculatedAgeDetail = `${years} yr${years !== 1 ? 's' : ''} ${months} mo${months !== 1 ? 's' : ''} ${days} day${days !== 1 ? 's' : ''}`;
             this.ageBreakdown = { years, months, days };
             const wasMinor = this.isMinor;
-            this.isMinor = isMinorAge(years);
-            this.isSeniorCitizen = isSeniorCitizenAge(years);
+            this.isMinor = years < 18;
+            this.isSeniorCitizen = years >= 60;
             // Add/remove guardian form group based on minor status
             if (this.isMinor && !wasMinor) {
               this.createClientForm.addControl(

src/app/clients/client-stepper/client-preview-step/client-preview-step.component.html

@@ -195,7 +195,7 @@
                   client.isMinor ? 'preview-badge preview-badge--danger' : 'preview-badge preview-badge--verified'
                 "
               >
-                {{ client.isMinor ? 'Yes' : 'No' }}
+                {{ client.isMinor ? 'Yes (Age < 18)' : 'No' }}
               </span>
             </span>
           </div>

src/app/clients/clients-view/general-tab/general-tab.component.html

@@ -435,17 +435,12 @@
 
     @if (!showClosedFixedAccounts) {
       <div class="table-wrapper">
-        <table mat-table [dataSource]="fixedDepositAccountsForDisplay | accountsFilter: 'saving' : 'open' : 'isFixed'">
+        <table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'open' : 'isFixed'">
           <ng-container matColumnDef="Account No">
             <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
             <td mat-cell *matCellDef="let element">
               <i class="fa fa-stop" [ngClass]="element.status.code | statusLookup"></i>
-              <mifosx-account-number
-                accountNo="{{ element.fdAccountNumber || element.accountNo }}"
-              ></mifosx-account-number>
-              @if (element.renewalCycleNo) {
-                <span class="fd-renewal-badge">Renewal {{ element.renewalCycleNo }}</span>
-              }
+              <mifosx-account-number accountNo="{{ element.accountNo }}"></mifosx-account-number>
             </td>
           </ng-container>
           <ng-container matColumnDef="Saving Account">
@@ -529,20 +524,12 @@
     <!-- Closed Fixed Deposit Accounts -->
     @if (showClosedFixedAccounts) {
       <div class="table-wrapper">
-        <table
-          mat-table
-          [dataSource]="fixedDepositAccountsForDisplay | accountsFilter: 'saving' : 'closed' : 'isFixed'"
-        >
+        <table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'closed' : 'isFixed'">
           <ng-container matColumnDef="Account No">
             <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
             <td mat-cell *matCellDef="let element">
               <i class="fa fa-stop" [ngClass]="element.status.code | statusLookup"></i>
-              <mifosx-account-number
-                accountNo="{{ element.fdAccountNumber || element.accountNo }}"
-              ></mifosx-account-number>
-              @if (element.renewalCycleNo) {
-                <span class="fd-renewal-badge">Renewal {{ element.renewalCycleNo }}</span>
-              }
+              <mifosx-account-number accountNo="{{ element.accountNo }}"></mifosx-account-number>
             </td>
           </ng-container>
           <ng-container matColumnDef="Saving Account">

src/app/clients/clients-view/general-tab/general-tab.component.scss

@@ -209,20 +209,6 @@ $red: #d93025;
   gap: 0;
 }
 
-// Marks an FD row that is a renewal of an earlier term, since the row shows the original FD number
-// rather than this term's own account number.
-.fd-renewal-badge {
-  display: inline-block;
-  margin-left: 8px;
-  padding: 1px 7px;
-  border-radius: 10px;
-  background-color: $gray-200;
-  color: $gray-700;
-  font-size: 11px;
-  font-weight: 500;
-  white-space: nowrap;
-}
-
 // ── Table Wrapper ──
 .table-wrapper {
   border-radius: 0 0 8px 8px;

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

@@ -234,57 +234,7 @@ export class GeneralTabComponent implements OnDestroy {
   }
 
   get fixedDepositCount(): number {
-    return this.fixedDepositAccountsForDisplay.filter(
-      (a: any) => a.depositType?.code === 'depositAccountType.fixedDeposit'
-    ).length;
-  }
-
-  /**
-   * Accounts for the Fixed Deposit sections, with superseded renewal cycles folded away.
-   *
-   * An FD renewal closes one account and opens the next term as its own account row, so a renewed FD
-   * would otherwise appear twice on this page -- the matured term under Closed and the new term under
-   * Active -- reading as two unrelated deposits. A closed term is therefore dropped whenever a later
-   * cycle of the same FD (same `fdAccountNumber`) exists, leaving one row per FD that shows its
-   * current term. A chain that has genuinely ended keeps its final term, so it still lists as closed.
-   *
-   * Only FD rows are rewritten; savings, RD, current and share accounts pass through untouched.
-   */
-  get fixedDepositAccountsForDisplay(): any[] {
-    // Memoised on the source array's identity. This getter is bound straight to two [dataSource] inputs, so
-    // returning a freshly built array on every change-detection pass would make the table re-bind and
-    // re-render its rows on every tick -- mouse moves included.
-    if (this.fdDisplayCacheSource !== this.savingAccounts) {
-      this.fdDisplayCacheSource = this.savingAccounts;
-      this.fdDisplayCache = this.foldSupersededFdCycles(this.savingAccounts);
-    }
-    return this.fdDisplayCache;
-  }
-
-  private fdDisplayCacheSource: any[] = null;
-  private fdDisplayCache: any[] = [];
-
-  private foldSupersededFdCycles(accounts: any[]): any[] {
-    const latestCycleByFd = new Map<string, number>();
-    for (const account of accounts) {
-      if (account?.depositType?.code !== 'depositAccountType.fixedDeposit') {
-        continue;
-      }
-      const fdNumber = account.fdAccountNumber ?? account.accountNo;
-      const cycle = account.renewalCycleNo ?? 0;
-      if (cycle > (latestCycleByFd.get(fdNumber) ?? -1)) {
-        latestCycleByFd.set(fdNumber, cycle);
-      }
-    }
-
-    return accounts.filter((account: any) => {
-      if (account?.depositType?.code !== 'depositAccountType.fixedDeposit') {
-        return true;
-      }
-      const fdNumber = account.fdAccountNumber ?? account.accountNo;
-      const cycle = account.renewalCycleNo ?? 0;
-      return cycle === latestCycleByFd.get(fdNumber);
-    });
+    return this.savingAccounts.filter((a: any) => a.depositType?.code === 'depositAccountType.fixedDeposit').length;
   }
 
   get recurringDepositCount(): number {

src/app/clients/clients-view/personal-data-tab/personal-data-tab.component.html

@@ -105,7 +105,7 @@
                   [class.pd-verify-badge--verified]="!clientViewData.isMinor"
                   [class.pd-verify-badge--pending]="clientViewData.isMinor"
                 >
-                  {{ clientViewData.isMinor ? 'Yes' : 'No' }}
+                  {{ clientViewData.isMinor ? 'Yes (Age < 18)' : 'No' }}
                 </span>
               </div>
             </div>

src/app/clients/clients.service.ts

@@ -16,7 +16,7 @@ import { Observable, of, throwError } from 'rxjs';
 import { switchMap } from 'rxjs/operators';
 import { map, catchError } from 'rxjs/operators';
 
-import { environment } from 'environments/environment';
+import { environment } from '../../environments/environment';
 import { dataUrlToFile } from 'app/shared/utils/data-url.util';
 
 /**

src/app/clients/services/external-national-id.service.ts

@@ -11,7 +11,7 @@ import { UntypedFormGroup } from '@angular/forms';
 import { Subject } from 'rxjs';
 import { debounceTime, distinctUntilChanged, filter, switchMap, takeUntil, timeout, catchError } from 'rxjs/operators';
 import { of } from 'rxjs';
-import { environment } from 'environments/environment';
+import { environment } from '../../../environments/environment';
 import { ClientsService } from '../clients.service';
 import {
   EXTERNAL_ID_STATUS_KEYS,

src/app/clients/shared/client-age.util.ts

@@ -1,97 +0,0 @@
-/**
- * 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/.
- */
-
-/**
- * Single source of truth for every age-derived client classification.
- *
- * These rules were previously re-implemented as bare literals in ten separate components (the client
- * stepper plus each product's account-details step), which is how a client could end up classified one
- * way on the client screen and another way on the account screen -- and, in the FD case, how a
- * 24-year-old ended up with a senior-citizen interest rate. Anything that needs to know whether a
- * client is a minor or a senior citizen must derive it from here rather than comparing ages inline.
- */
-
-/** Below this age a client is a minor: guardian mapping required, restricted KYC/OVD document set. */
-export const MINOR_AGE_THRESHOLD = 10;
-
-/** At or above this age a client qualifies for senior-citizen benefits (higher deposit rates). */
-export const SENIOR_CITIZEN_AGE_THRESHOLD = 60;
-
-/**
- * Age at which a minor account must be converted to a regular one. Deliberately independent of
- * {@link MINOR_AGE_THRESHOLD}: legal majority in India is 18 regardless of the age at which this CBS
- * chooses to stop applying minor-specific onboarding rules.
- */
-export const AGE_OF_MAJORITY = 18;
-
-/** Parses the backend's date-of-birth representation -- either a `[yyyy, m, d]` array or a date string. */
-export function parseClientDob(dob: any): Date | null {
-  if (!dob) return null;
-  if (Array.isArray(dob) && dob.length >= 3) {
-    return new Date(dob[0], dob[1] - 1, dob[2]);
-  }
-  const parsed = new Date(dob);
-  return isNaN(parsed.getTime()) ? null : parsed;
-}
-
-/**
- * Completed years between `dob` and `asOf`. Pass the tenant's business date as `asOf` wherever it is
- * available, so a back-dated or forward-dated business date classifies the client the same way the
- * rest of the system does.
- */
-export function calculateAge(dob: Date, asOf?: Date | null): number {
-  const today = asOf ?? new Date();
-  let age = today.getFullYear() - dob.getFullYear();
-  const monthDiff = today.getMonth() - dob.getMonth();
-  if (monthDiff < 0 || (monthDiff === 0 && today.getDate() < dob.getDate())) {
-    age--;
-  }
-  return age;
-}
-
-/** True when the age qualifies as a minor. `null` (unknown DOB) is never a minor. */
-export function isMinorAge(age: number | null | undefined): boolean {
-  return age !== null && age !== undefined && age < MINOR_AGE_THRESHOLD;
-}
-
-/** True when the age qualifies for senior-citizen benefits. `null` (unknown DOB) never qualifies. */
-export function isSeniorCitizenAge(age: number | null | undefined): boolean {
-  return age !== null && age !== undefined && age >= SENIOR_CITIZEN_AGE_THRESHOLD;
-}
-
-/**
- * Whether a client record represents a natural person. Only a natural person can be a minor or a
- * senior citizen -- an entity/company has no age, so age-derived benefits must never apply to one
- * even if some incorporation date happens to be stored against it.
- */
-export function isIndividualClient(client: any): boolean {
-  const legalForm = client?.legalForm;
-  if (!legalForm) return true; // absent legal form: treat as individual, matching the backend default
-  const code = String(legalForm.code ?? '').toLowerCase();
-  if (code) return code.includes('individual') && !code.includes('nonindividual');
-  const value = String(legalForm.value ?? legalForm.name ?? '').toLowerCase();
-  return value === 'individual';
-}
-
-/**
- * The senior-citizen decision for a whole client record: individual, known DOB, and old enough.
- * Returns the derived age alongside the verdict so callers can show "why" without recomputing it.
- */
-export function deriveSeniorCitizenStatus(
-  client: any,
-  asOf?: Date | null
-): { isSeniorCitizen: boolean; age: number | null; isIndividual: boolean } {
-  const isIndividual = isIndividualClient(client);
-  const dob = parseClientDob(client?.dateOfBirth);
-  const age = dob ? calculateAge(dob, asOf) : null;
-  return {
-    isSeniorCitizen: isIndividual && isSeniorCitizenAge(age),
-    age,
-    isIndividual
-  };
-}

src/app/core/http/error-handler.interceptor.ts

@@ -47,12 +47,7 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
   private handleError(response: HttpErrorResponse, request: HttpRequest<any>): Observable<HttpEvent<any>> {
     const status = response.status;
     const errorBody = response.error;
-    // defaultUserMessage first: it is the sentence written for the person reading it, while
-    // developerMessage is for the log. Falling back to response.message last, since that is
-    // Angular's own "Http failure response for <url>: 409 Conflict" — a description of the
-    // transport, not of what went wrong, and useless to whoever is looking at the dialog.
-    let errorMessage =
-      errorBody?.defaultUserMessage || errorBody?.developerMessage || errorBody?.message || response.message;
+    let errorMessage = errorBody?.developerMessage || response.message;
     if (errorBody?.errors?.[0]) {
       errorMessage = errorBody.errors[0].defaultUserMessage || errorBody.errors[0].developerMessage;
     }
@@ -109,15 +104,6 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
         type: this.translate.instant('error.resource.not.found'),
         message: errorMessage || 'Resource does not exist!'
       };
-    } else if (status === 409) {
-      // A 409 is not a failure of permission or of the request itself — the action is simply not
-      // allowed in the record's current state (already approved, maker cannot check their own work,
-      // a guarantee still outstanding). The server always explains which, so its message is shown
-      // as-is under a title that does not contradict it.
-      alert = {
-        type: 'Action Not Allowed',
-        message: errorMessage || 'This action is not allowed in the current state.'
-      };
     } else if (status === 500) {
       alert = { type: 'Internal Server Error', message: 'Internal Server Error. Please try again later.' };
     } else if (status === 501) {

src/app/core/services/keyboard-shortcut.service.ts

@@ -0,0 +1,228 @@
+/**
+ * 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, OnDestroy } from '@angular/core';
+import { Router, ActivatedRoute } from '@angular/router';
+import { fromEvent, Subscription, BehaviorSubject } from 'rxjs';
+import { KeyboardShortcutsConfiguration } from '../../keyboards-shortcut-config';
+import { AuthenticationService } from '../authentication/authentication.service';
+import { UserPreferenceService } from './user-preference.service';
+import { DocumentationLinksService } from '../../shared/services/documentation-links.service';
+
+export interface ShortcutItem {
+  title: string;
+  ctrlKey: boolean;
+  shiftKey: boolean;
+  altKey: boolean;
+  key: string;
+  route: string;
+  id?: string;
+  custom?: boolean;
+  action?: string;
+}
+
+@Injectable({
+  providedIn: 'root'
+})
+export class KeyboardShortcutService implements OnDestroy {
+  private router = inject(Router);
+  private activatedRoute = inject(ActivatedRoute);
+  private authenticationService = inject(AuthenticationService);
+  private userPreferenceService = inject(UserPreferenceService);
+  private documentationLinks = inject(DocumentationLinksService);
+
+  private keydownSubscription: Subscription;
+  private activeShortcutsSubject = new BehaviorSubject<ShortcutItem[]>([]);
+  public activeShortcuts$ = this.activeShortcutsSubject.asObservable();
+
+  constructor() {
+    this.keydownSubscription = fromEvent<KeyboardEvent>(window, 'keydown').subscribe((event) => {
+      this.handleKeydown(event);
+    });
+  }
+
+  ngOnDestroy(): void {
+    if (this.keydownSubscription) {
+      this.keydownSubscription.unsubscribe();
+    }
+  }
+
+  public initShortcuts(): void {
+    const credentials = this.authenticationService.getCredentials();
+    if (!credentials || !credentials.userId) {
+      this.loadDefaults();
+      return;
+    }
+
+    this.userPreferenceService.getPreference(credentials.userId, 'keyboard_shortcuts').subscribe({
+      next: (data) => {
+        if (data && data.value) {
+          try {
+            const parsed = JSON.parse(data.value);
+            if (Array.isArray(parsed)) {
+              parsed.forEach((shortcut: ShortcutItem) => {
+                if (shortcut.custom && shortcut.action === 'navigate' && shortcut.route) {
+                  shortcut.route = this.normalizeRouteStr(shortcut.route);
+                }
+              });
+            }
+            this.activeShortcutsSubject.next(parsed);
+          } catch (e) {
+            console.error('Error parsing shortcuts', e);
+            this.loadDefaults();
+          }
+        } else {
+          this.loadDefaults();
+        }
+      },
+      error: () => {
+        this.loadDefaults();
+      }
+    });
+  }
+
+  public loadDefaults(): void {
+    const config = new KeyboardShortcutsConfiguration();
+    this.activeShortcutsSubject.next(config.buttonsArray);
+  }
+
+  public updateShortcuts(shortcuts: ShortcutItem[]): void {
+    const credentials = this.authenticationService.getCredentials();
+    if (credentials && credentials.userId) {
+      const cleanedShortcuts = shortcuts.map((s) => {
+        const clean: any = {
+          title: s.title,
+          ctrlKey: s.ctrlKey,
+          shiftKey: s.shiftKey,
+          altKey: s.altKey,
+          key: s.key,
+          route: s.route
+        };
+        if (s.id !== undefined) clean.id = s.id;
+        if (s.custom !== undefined) clean.custom = s.custom;
+        if (s.action !== undefined) clean.action = s.action;
+        return clean;
+      });
+
+      this.userPreferenceService
+        .updatePreference(credentials.userId, 'keyboard_shortcuts', JSON.stringify(cleanedShortcuts))
+        .subscribe(() => {
+          this.activeShortcutsSubject.next(shortcuts);
+        });
+    } else {
+      this.activeShortcutsSubject.next(shortcuts);
+    }
+  }
+
+  public resetToDefaults(): void {
+    const credentials = this.authenticationService.getCredentials();
+    const config = new KeyboardShortcutsConfiguration();
+    if (credentials && credentials.userId) {
+      this.userPreferenceService
+        .updatePreference(credentials.userId, 'keyboard_shortcuts', JSON.stringify(config.buttonsArray))
+        .subscribe(() => {
+          this.activeShortcutsSubject.next(config.buttonsArray);
+        });
+    } else {
+      this.activeShortcutsSubject.next(config.buttonsArray);
+    }
+  }
+
+  private handleKeydown(event: KeyboardEvent): void {
+    const activeShortcuts = this.activeShortcutsSubject.getValue();
+    const routeD = activeShortcuts.find(
+      (x) =>
+        x.ctrlKey === event.ctrlKey &&
+        x.shiftKey === event.shiftKey &&
+        x.altKey === event.altKey &&
+        x.key.toLowerCase() === event.key.toLowerCase()
+    );
+
+    if (routeD !== undefined) {
+      event.preventDefault(); // Prevent default browser actions for matched shortcuts
+
+      if (routeD.custom) {
+        if (routeD.action === 'navigate' && routeD.route) {
+          this.router.navigate([routeD.route]);
+        }
+      } else {
+        switch (routeD.id) {
+          case 'logout':
+            this.authenticationService.logout().subscribe(() => this.router.navigate(['/login'], { replaceUrl: true }));
+            break;
+          case 'help':
+            this.documentationLinks.open('userManual');
+            break;
+          case 'runReport':
+            const runReportElement = document.getElementById('runReport');
+            if (runReportElement) runReportElement.click();
+            break;
+          case 'cancel':
+            const cancelEl = document.querySelector('[data-shortcut-action="cancel"]') as HTMLElement;
+            if (cancelEl) {
+              cancelEl.click();
+            } else {
+              const cancelButtons = Array.from(document.querySelectorAll('button')).filter(
+                (el) => el.textContent && el.textContent.trim() === 'Cancel'
+              );
+              if (cancelButtons.length > 0) cancelButtons[0].click();
+            }
+            break;
+          case 'submit':
+            const submitEl = document.querySelector('[data-shortcut-action="submit"]') as HTMLElement;
+            if (submitEl) {
+              submitEl.click();
+            } else {
+              const submitButtons = Array.from(document.querySelectorAll('button')).filter(
+                (el) => el.textContent && el.textContent.trim() === 'Submit'
+              );
+              if (submitButtons.length > 0) submitButtons[0].click();
+            }
+            break;
+          default:
+            this.router.navigate([routeD.route], { relativeTo: this.activatedRoute });
+        }
+      }
+    }
+  }
+
+  public normalizeRouteStr(route: string | undefined | null): string {
+    if (!route) return '';
+    let r = route.trim();
+
+    try {
+      if (r.startsWith('http://') || r.startsWith('https://')) {
+        const url = new URL(r);
+        if (url.hash && url.hash.startsWith('#')) {
+          let path = url.hash.substring(1);
+          if (!path.startsWith('/')) {
+            path = '/' + path;
+          }
+          return path;
+        }
+        return url.pathname + url.search;
+      }
+    } catch (e) {
+      // Ignore
+    }
+
+    if (r.includes('#/')) {
+      r = r.substring(r.indexOf('#/') + 1);
+    }
+
+    if (/^[a-zA-Z0-9]+:/.test(r)) {
+      return '/';
+    }
+
+    if (!r.startsWith('/')) {
+      r = '/' + r;
+    }
+
+    return r;
+  }
+}

src/app/core/services/shortcut-suggestion.service.ts

@@ -0,0 +1,161 @@
+/**
+ * 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, OnDestroy } from '@angular/core';
+import { Router, NavigationEnd } from '@angular/router';
+import { Title } from '@angular/platform-browser';
+import { MatSnackBar } from '@angular/material/snack-bar';
+import { MatDialog } from '@angular/material/dialog';
+import { AuthenticationService } from '../authentication/authentication.service';
+import { KeyboardShortcutService } from './keyboard-shortcut.service';
+import { UserPreferenceService } from './user-preference.service';
+import { KeyboardShortcutsDialogComponent } from '../../shared/keyboard-shortcuts-dialog/keyboard-shortcuts-dialog.component';
+import { filter, take } from 'rxjs/operators';
+import { Subscription } from 'rxjs';
+
+@Injectable({
+  providedIn: 'root'
+})
+export class ShortcutSuggestionService implements OnDestroy {
+  private router = inject(Router);
+  private titleService = inject(Title);
+  private snackBar = inject(MatSnackBar);
+  private dialog = inject(MatDialog);
+  private authenticationService = inject(AuthenticationService);
+  private keyboardShortcutService = inject(KeyboardShortcutService);
+  private userPreferenceService = inject(UserPreferenceService);
+
+  private readonly FREQUENCY_THRESHOLD = 5;
+  private readonly PREF_KEY = 'shortcut_suggestions_state';
+  private routerSubscription!: Subscription;
+
+  private state: { dismissed: string[] } = { dismissed: [] };
+
+  private get userId(): number | null {
+    const creds = this.authenticationService.getCredentials();
+    return creds ? creds.userId : null;
+  }
+
+  private getVisitsKey(): string {
+    return `route_visits_${this.userId}`;
+  }
+
+  private getVisits(): Record<string, number> {
+    const key = this.getVisitsKey();
+    if (!key) return {};
+    const val = localStorage.getItem(key);
+    return val ? JSON.parse(val) : {};
+  }
+
+  private saveVisits(visits: Record<string, number>) {
+    const key = this.getVisitsKey();
+    if (key) {
+      localStorage.setItem(key, JSON.stringify(visits));
+    }
+  }
+
+  private isSuggestionOpen = false;
+
+  public init() {
+    const uid = this.userId;
+    if (uid) {
+      this.userPreferenceService.getPreference(uid, this.PREF_KEY).subscribe({
+        next: (data) => {
+          if (data && data.value) {
+            try {
+              this.state = JSON.parse(data.value);
+              if (!this.state.dismissed) this.state.dismissed = [];
+            } catch (e) {
+              this.state = { dismissed: [] };
+            }
+          }
+        },
+        error: () => {}
+      });
+    }
+
+    this.routerSubscription = this.router.events
+      .pipe(filter((event) => event instanceof NavigationEnd))
+      .subscribe((event: any) => {
+        this.handleNavigation(event.urlAfterRedirects);
+      });
+  }
+
+  private handleNavigation(url: string) {
+    if (!this.userId) return;
+
+    let path = url.split('?')[0];
+    path = this.keyboardShortcutService.normalizeRouteStr(path);
+
+    const visits = this.getVisits();
+    visits[path] = (visits[path] || 0) + 1;
+    this.saveVisits(visits);
+  }
+
+  public getUsageData(): { route: string; pageName: string; visits: number; hasShortcut: boolean }[] {
+    const visits = this.getVisits();
+    const result: { route: string; pageName: string; visits: number; hasShortcut: boolean }[] = [];
+
+    // Get current shortcuts (sync)
+    let currentShortcuts: any[] = [];
+    this.keyboardShortcutService.activeShortcuts$.pipe(take(1)).subscribe((s) => (currentShortcuts = s));
+
+    for (const route of Object.keys(visits)) {
+      const count = visits[route];
+      const hasShortcut = currentShortcuts.some(
+        (s) =>
+          (s.custom && s.action === 'navigate' && this.keyboardShortcutService.normalizeRouteStr(s.route) === route) ||
+          (!s.custom && this.keyboardShortcutService.normalizeRouteStr(s.route) === route)
+      );
+
+      let pageName = route.split('/').pop() || route;
+      // Capitalize and clean
+      pageName = pageName.replace(/-/g, ' ');
+      pageName = pageName.charAt(0).toUpperCase() + pageName.slice(1);
+
+      result.push({ route, pageName, visits: count, hasShortcut });
+    }
+
+    return result.sort((a, b) => b.visits - a.visits);
+  }
+
+  public markAsDismissed(route: string) {
+    if (!this.state.dismissed.includes(route)) {
+      this.state.dismissed.push(route);
+      const uid = this.userId;
+      if (uid) {
+        this.userPreferenceService.updatePreference(uid, this.PREF_KEY, JSON.stringify(this.state)).subscribe();
+      }
+    }
+  }
+
+  public openCreateShortcutDialog(pageName: string, route: string) {
+    this.dialog
+      .open(KeyboardShortcutsDialogComponent, {
+        data: {
+          prefill: {
+            title: pageName,
+            route: route,
+            action: 'navigate'
+          }
+        }
+      })
+      .afterClosed()
+      .subscribe((saved) => {
+        if (saved) {
+          this.markAsDismissed(route);
+        }
+      });
+  }
+
+  ngOnDestroy() {
+    if (this.routerSubscription) {
+      this.routerSubscription.unsubscribe();
+    }
+  }
+}

src/app/core/services/user-preference.service.ts

@@ -0,0 +1,28 @@
+/**
+ * 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 } from '@angular/common/http';
+import { Observable } from 'rxjs';
+@Injectable({
+  providedIn: 'root'
+})
+export class UserPreferenceService {
+  private http = inject(HttpClient);
+
+  getPreference(userId: number, preferenceName: string): Observable<{ name: string; value: string }> {
+    const timestamp = new Date().getTime();
+    return this.http.get<{ name: string; value: string }>(
+      `/users/${userId}/preferences/${preferenceName}?_t=${timestamp}`
+    );
+  }
+
+  updatePreference(userId: number, preferenceName: string, value: string): Observable<{ name: string; value: string }> {
+    return this.http.put<{ name: string; value: string }>(`/users/${userId}/preferences/${preferenceName}`, { value });
+  }
+}

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

@@ -173,20 +173,6 @@
               Today's Activity
             </a>
           }
-          <!-- Outside the clerkAccountLoaded block on purpose: an open exception has to be
-               reachable whether or not the clerk currently has an account loaded. -->
-          <a
-            class="cashier-nav__item cashier-nav__item--sec"
-            [class.cashier-nav__item--active]="currentUrl.includes('/cashier/voucher-exceptions')"
-            [routerLink]="['/cashier/voucher-exceptions']"
-          >
-            <svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
-              <path d="M10.29 3.86 1.82 18a2 2 0 0 0 1.71 3h16.94a2 2 0 0 0 1.71-3L13.71 3.86a2 2 0 0 0-3.42 0z" />
-              <line x1="12" y1="9" x2="12" y2="13" />
-              <line x1="12" y1="17" x2="12.01" y2="17" />
-            </svg>
-            Exceptions
-          </a>
           <span class="cashier-nav__esc-hint" (click)="onEscapeKey()"> <kbd>ESC</kbd> Show Header </span>
         </nav>
       } @else {
@@ -248,20 +234,6 @@
           >
             <fa-icon icon="history"></fa-icon> Cash History
           </a>
-          <a
-            class="cashier-nav__item"
-            [routerLink]="['/cashier/day-book']"
-            routerLinkActive="cashier-nav__item--active"
-          >
-            <fa-icon icon="book"></fa-icon> Day Book
-          </a>
-          <a
-            class="cashier-nav__item"
-            [routerLink]="['/cashier/voucher-exceptions']"
-            routerLinkActive="cashier-nav__item--active"
-          >
-            <fa-icon icon="exclamation-triangle"></fa-icon> Exceptions
-          </a>
           <a
             class="cashier-nav__item"
             [routerLink]="['/cashier/closing-report']"
@@ -458,13 +430,14 @@
             <fa-icon icon="money-bill" class="ni-ico"></fa-icon>Cashier
             <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
           </a>
-          <a class="ni" tabindex="0" [matMenuTriggerFor]="clerkMenu" *mifosxHasPermission="'MENU_CLERK'">
+          <a
+            class="ni"
+            tabindex="0"
+            routerLink="/clerk/dashboard"
+            (click)="hideShellLayout = true"
+            *mifosxHasPermission="'MENU_CLERK'"
+          >
             <fa-icon icon="id-card" class="ni-ico"></fa-icon>Clerk
-            <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
-          </a>
-          <a class="ni" tabindex="0" [matMenuTriggerFor]="branchOpsMenu" *mifosxHasPermission="'MENU_BRANCH_OPS'">
-            <fa-icon icon="building" class="ni-ico"></fa-icon>Branch Ops
-            <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
           </a>
           <a class="ni" tabindex="0" [matMenuTriggerFor]="clearingMenu" *mifosxHasPermission="'MENU_CLEARING'">
             <fa-icon icon="exchange" class="ni-ico"></fa-icon>Clearing
@@ -609,9 +582,6 @@
     </mat-menu>
 
     <mat-menu #reportsMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
-      <button mat-menu-item [routerLink]="['/branch-ops/account-register']" tabindex="0">
-        <i class="fa fa-book menu-item-icon"></i> Account Register
-      </button>
       <button mat-menu-item [routerLink]="['/reports']" tabindex="0">
         <i class="fa fa-th-list menu-item-icon"></i> All Reports
       </button>
@@ -1023,41 +993,6 @@
     }
 
     <!-- Sub Menu Dropdowns -->
-    <!-- Branch-level operations. Starts with the day register; other branch-wide controls belong
-         here rather than under Cashier, which is one role's workspace. -->
-    <mat-menu #branchOpsMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
-      <button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-register']">
-        <fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Day Open / Day Close
-      </button>
-      <button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/missed-close']">
-        <fa-icon icon="exclamation-triangle" class="menu-item-icon"></fa-icon> Missed Close Register
-      </button>
-    </mat-menu>
-
-    <!-- Clerk was a bare link straight into the fullscreen dashboard, which left the clerk's other
-         screens reachable only from inside that fullscreen nav. Anything a clerk needs from the
-         normal shell — an open voucher exception above all — belongs here. -->
-    <mat-menu #clerkMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
-      <button mat-menu-item tabindex="0" routerLink="/clerk/dashboard" (click)="hideShellLayout = true">
-        <fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Clerk Dashboard
-      </button>
-      <button mat-menu-item tabindex="0" [routerLink]="['/cashier/voucher-exceptions']">
-        <fa-icon icon="exclamation-triangle" class="menu-item-icon"></fa-icon> Voucher Exceptions
-      </button>
-      <button mat-menu-item tabindex="0" [routerLink]="['/cashier/day-book']">
-        <fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book
-      </button>
-      <button mat-menu-item tabindex="0" [routerLink]="['/clerk/withdrawal-requests']">
-        <fa-icon icon="money-bill-wave" class="menu-item-icon"></fa-icon> My Withdrawal Requests
-      </button>
-      <button mat-menu-item tabindex="0" [routerLink]="['/clerk/my-disbursement-requests']">
-        <fa-icon icon="exchange" class="menu-item-icon"></fa-icon> My Disbursement Requests
-      </button>
-      <button mat-menu-item tabindex="0" [routerLink]="['/clerk/dividend-dashboard']">
-        <fa-icon icon="chart-pie" class="menu-item-icon"></fa-icon> Dividend Dashboard
-      </button>
-    </mat-menu>
-
     <mat-menu #cashierMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
       <button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-exchange']">
         <fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Cash Exchange Entry
@@ -1092,12 +1027,6 @@
       <button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-history']">
         <fa-icon icon="history" class="menu-item-icon"></fa-icon> Cash History
       </button>
-      <button mat-menu-item tabindex="0" [routerLink]="['/cashier/day-book']">
-        <fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book
-      </button>
-      <button mat-menu-item tabindex="0" [routerLink]="['/cashier/voucher-exceptions']">
-        <fa-icon icon="exclamation-triangle" class="menu-item-icon"></fa-icon> Voucher Exceptions
-      </button>
       <button mat-menu-item tabindex="0" [routerLink]="['/cashier/transaction-entry']">
         <fa-icon icon="keyboard" class="menu-item-icon"></fa-icon> Transaction Entry
       </button>

src/app/current-accounts/current-account-stepper/current-account-details-step/current-account-details-step.component.html

@@ -529,7 +529,7 @@
             <mat-form-field appearance="outline" class="soa-field">
               <mat-label>Age</mat-label>
               <input matInput [value]="clientAge !== null ? clientAge + ' years' : '—'" readonly />
-              <mat-hint>Must be below {{ minorAgeThreshold }} years</mat-hint>
+              <mat-hint>Must be below 18 years</mat-hint>
             </mat-form-field>
 
             <mat-form-field appearance="outline" class="soa-field">

src/app/current-accounts/current-account-stepper/current-account-details-step/current-account-details-step.component.ts

@@ -15,12 +15,6 @@ import { Dates } from 'app/core/utils/dates';
 import { CurrentAccountsService } from 'app/current-accounts/current-accounts.service';
 import { SettingsService } from 'app/settings/settings.service';
 import { ClientsService } from 'app/clients/clients.service';
-import {
-  AGE_OF_MAJORITY,
-  MINOR_AGE_THRESHOLD,
-  isMinorAge,
-  isSeniorCitizenAge
-} from 'app/clients/shared/client-age.util';
 import { MatDialog } from '@angular/material/dialog';
 import { MatStepperPrevious, MatStepperNext } from '@angular/material/stepper';
 import { MatIcon } from '@angular/material/icon';
@@ -105,8 +99,6 @@ export class CurrentAccountDetailsStepComponent implements OnInit {
   // ── Client info (auto-fetched) ─────────────────────────────────────────
   clientDob: Date | null = null;
   clientAge: number | null = null;
-  /** Exposed for tooltips so the displayed rule can never drift from the applied rule. */
-  readonly minorAgeThreshold = MINOR_AGE_THRESHOLD;
   clientGender: string | null = null;
   primaryClientName = '';
   primaryClientCif = '';
@@ -452,10 +444,10 @@ export class CurrentAccountDetailsStepComponent implements OnInit {
       return;
     }
     if (this.clientAge === null) return;
-    if (isMinorAge(this.clientAge)) {
+    if (this.clientAge < 18) {
       this.selectedAccountStatus = 'MINOR';
       this.minorDob = this.clientDob;
-    } else if (isSeniorCitizenAge(this.clientAge)) {
+    } else if (this.clientAge >= 60) {
       this.selectedAccountStatus = 'SENIOR_CITIZEN';
     } else if (this.clientGender === 'female') {
       this.selectedAccountStatus = 'INDIVIDUAL_FEMALE';
@@ -466,15 +458,15 @@ export class CurrentAccountDetailsStepComponent implements OnInit {
 
   isTileDisabled(value: string): boolean {
     if (this.readOnly) return true;
-    if (value === 'MINOR') return !isMinorAge(this.clientAge);
-    if (value === 'SENIOR_CITIZEN') return !isSeniorCitizenAge(this.clientAge);
+    if (value === 'MINOR') return this.clientAge === null || this.clientAge >= 18;
+    if (value === 'SENIOR_CITIZEN') return this.clientAge === null || this.clientAge < 60;
     return false;
   }
 
   getTileTooltip(value: string): string {
-    if (value === 'MINOR' && !isMinorAge(this.clientAge))
-      return `Age ${this.clientAge} yrs — Minor only allowed below  years`;
-    if (value === 'SENIOR_CITIZEN' && !isSeniorCitizenAge(this.clientAge))
+    if (value === 'MINOR' && this.clientAge !== null && this.clientAge >= 18)
+      return `Age ${this.clientAge} yrs — Minor only allowed below 18 years`;
+    if (value === 'SENIOR_CITIZEN' && this.clientAge !== null && this.clientAge < 60)
       return `Age ${this.clientAge} yrs — Senior Citizen only allowed at 60+ years`;
     if (value === 'MINOR' && this.clientAge === null) return 'DOB not available — cannot verify age';
     if (value === 'SENIOR_CITIZEN' && this.clientAge === null) return 'DOB not available — cannot verify age';
@@ -617,7 +609,7 @@ export class CurrentAccountDetailsStepComponent implements OnInit {
     const dob = this.minorDob ?? this.clientDob;
     if (!dob) return '';
     const d = new Date(dob);
-    d.setFullYear(d.getFullYear() + AGE_OF_MAJORITY);
+    d.setFullYear(d.getFullYear() + 18);
     return this.dateUtils.formatDate(d, 'M/d/yyyy') || '';
   }
 

src/app/deposits/fixed-deposits/create-fixed-deposit-account/create-fixed-deposit-account.component.html

@@ -33,7 +33,6 @@
         <mifosx-fixed-deposit-account-details-step
           [fixedDepositsAccountTemplate]="fixedDepositsAccountTemplate"
           (fixedDepositsAccountProductTemplate)="setTemplate($event)"
-          [externalLinkedAccountId]="fixedDepositAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
           [hideButtons]="true"
         >
         </mifosx-fixed-deposit-account-details-step>
@@ -108,40 +107,7 @@
       </div>
     </mat-tab>
 
-    <!-- Tab 4: Terms -->
-    <mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
-      <ng-template mat-tab-label>
-        <fa-icon icon="file-alt" class="cfa-tab__icon"></fa-icon>
-        Terms
-      </ng-template>
-      <div class="cfa-tab-body">
-        @if (fixedDepositsAccountProductTemplate) {
-          <mifosx-fixed-deposit-account-maturity-terms-step
-            [fixedDepositsAccountTemplate]="fixedDepositsAccountTemplate"
-            [fixedDepositsAccountProductTemplate]="fixedDepositsAccountProductTemplate"
-            [linkedSavingsAccountId]="
-              fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
-                ? fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.id
-                : null
-            "
-          ></mifosx-fixed-deposit-account-maturity-terms-step>
-        }
-
-        <div class="cfa-actions">
-          <button mat-stroked-button (click)="prev()">
-            <fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
-            {{ 'labels.buttons.Previous' | translate }}
-          </button>
-          <span class="cfa-actions__spacer"></span>
-          <button mat-raised-button color="primary" (click)="next()">
-            {{ 'labels.buttons.Next' | translate }}
-            <fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
-          </button>
-        </div>
-      </div>
-    </mat-tab>
-
-    <!-- Tab 5: Preview -->
+    <!-- Tab 4: Preview -->
     <mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
       <ng-template mat-tab-label>
         <fa-icon icon="eye" class="cfa-tab__icon"></fa-icon>
@@ -155,7 +121,6 @@
             [fixedDepositAccountData]="fixedDepositAccount"
             [selectedTenure]="selectedTenure"
             [fdNominees]="fixedDepositAccountCurrencyStep?.nominees ?? []"
-            [closureSettings]="fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}"
             [hideButtons]="true"
             (submitEvent)="submit()"
           ></mifosx-fixed-deposit-account-preview-step>

src/app/deposits/fixed-deposits/create-fixed-deposit-account/create-fixed-deposit-account.component.ts

@@ -24,7 +24,6 @@ import { MatTabsModule } from '@angular/material/tabs';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { FixedDepositAccountInterestRateChartStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component';
 import { FixedDepositAccountPreviewStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component';
-import { FixedDepositAccountMaturityTermsStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
 /**
@@ -41,7 +40,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
     FixedDepositAccountDetailsStepComponent,
     FixedDepositAccountInterestRateChartStepComponent,
     FixedDepositAccountCurrencyStepComponent,
-    FixedDepositAccountMaturityTermsStepComponent,
     FixedDepositAccountPreviewStepComponent
   ]
 })
@@ -58,10 +56,6 @@ export class CreateFixedDepositAccountComponent {
   fixedDepositsAccountDetailsStep: FixedDepositAccountDetailsStepComponent;
   @ViewChild(FixedDepositAccountCurrencyStepComponent)
   fixedDepositAccountCurrencyStep: FixedDepositAccountCurrencyStepComponent;
-  @ViewChild(FixedDepositAccountPreviewStepComponent)
-  fixedDepositAccountPreviewStep: FixedDepositAccountPreviewStepComponent;
-  @ViewChild(FixedDepositAccountMaturityTermsStepComponent)
-  fixedDepositAccountMaturityTermsStep: FixedDepositAccountMaturityTermsStepComponent;
 
   /** Fixed Deposits Account Template */
   fixedDepositsAccountTemplate: any;
@@ -69,8 +63,8 @@ export class CreateFixedDepositAccountComponent {
   fixedDepositsAccountProductTemplate: any;
   /** Currently visible wizard tab (0-indexed). */
   selectedTabIndex = 0;
-  /** Total wizard tabs — Product, Currency, Chart, Terms, Preview. */
-  private readonly totalTabs = 5;
+  /** Total wizard tabs — Product, Currency, Chart, Preview. */
+  private readonly totalTabs = 4;
   /** Active CBS base interest rate versions for the selected product's FD type */
   cbsBaseRates: any[] = [];
   /** Tenure selected from the interest rate chart step */
@@ -249,7 +243,6 @@ export class CreateFixedDepositAccountComponent {
       ...this.fixedDepositAccount,
       ...terms,
       ...settings,
-      ...(this.fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}),
       ...(this.selectedTenure
         ? {
             depositPeriod: this.selectedTenure.depositPeriod,

src/app/deposits/fixed-deposits/edit-fixed-deposit-account/edit-fixed-deposit-account.component.html

@@ -35,7 +35,6 @@
         <mifosx-fixed-deposit-account-details-step
           [fixedDepositsAccountTemplate]="fixedDepositsAccountAndTemplate"
           (fixedDepositsAccountProductTemplate)="setTemplate($event)"
-          [externalLinkedAccountId]="fixedDepositAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
           [hideButtons]="true"
         >
         </mifosx-fixed-deposit-account-details-step>
@@ -112,40 +111,7 @@
       </div>
     </mat-tab>
 
-    <!-- Tab 4: Terms -->
-    <mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
-      <ng-template mat-tab-label>
-        <fa-icon icon="file-alt" class="cfa-tab__icon"></fa-icon>
-        Terms
-      </ng-template>
-      <div class="cfa-tab-body">
-        @if (fixedDepositsAccountProductTemplate) {
-          <mifosx-fixed-deposit-account-maturity-terms-step
-            [fixedDepositsAccountTemplate]="fixedDepositsAccountAndTemplate"
-            [fixedDepositsAccountProductTemplate]="fixedDepositsAccountProductTemplate"
-            [linkedSavingsAccountId]="
-              fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
-                ? fixedDepositsAccountDetailsStep?.selectedLinkedAccount?.id
-                : null
-            "
-          ></mifosx-fixed-deposit-account-maturity-terms-step>
-        }
-
-        <div class="cfa-actions">
-          <button mat-stroked-button (click)="prev()">
-            <fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
-            {{ 'labels.buttons.Previous' | translate }}
-          </button>
-          <span class="cfa-actions__spacer"></span>
-          <button mat-raised-button color="primary" (click)="next()">
-            {{ 'labels.buttons.Next' | translate }}
-            <fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
-          </button>
-        </div>
-      </div>
-    </mat-tab>
-
-    <!-- Tab 5: Preview -->
+    <!-- Tab 4: Preview -->
     <mat-tab [disabled]="!fixedDepositsAccountProductTemplate">
       <ng-template mat-tab-label>
         <fa-icon icon="eye" class="cfa-tab__icon"></fa-icon>
@@ -159,7 +125,6 @@
             [fixedDepositAccountData]="fixedDepositAccount"
             [selectedTenure]="selectedTenure"
             [fdNominees]="fixedDepositAccountCurrencyStep?.nominees ?? []"
-            [closureSettings]="fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}"
             [hideButtons]="true"
             (submitEvent)="submit()"
           ></mifosx-fixed-deposit-account-preview-step>

src/app/deposits/fixed-deposits/edit-fixed-deposit-account/edit-fixed-deposit-account.component.ts

@@ -25,7 +25,6 @@ import { MatTabsModule } from '@angular/material/tabs';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { FixedDepositAccountInterestRateChartStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component';
 import { FixedDepositAccountPreviewStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component';
-import { FixedDepositAccountMaturityTermsStepComponent } from '../fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
 /**
@@ -42,7 +41,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
     FixedDepositAccountDetailsStepComponent,
     FixedDepositAccountInterestRateChartStepComponent,
     FixedDepositAccountCurrencyStepComponent,
-    FixedDepositAccountMaturityTermsStepComponent,
     FixedDepositAccountPreviewStepComponent
   ]
 })
@@ -60,10 +58,6 @@ export class EditFixedDepositAccountComponent {
   fixedDepositsAccountDetailsStep: FixedDepositAccountDetailsStepComponent;
   @ViewChild(FixedDepositAccountCurrencyStepComponent)
   fixedDepositAccountCurrencyStep: FixedDepositAccountCurrencyStepComponent;
-  @ViewChild(FixedDepositAccountPreviewStepComponent)
-  fixedDepositAccountPreviewStep: FixedDepositAccountPreviewStepComponent;
-  @ViewChild(FixedDepositAccountMaturityTermsStepComponent)
-  fixedDepositAccountMaturityTermsStep: FixedDepositAccountMaturityTermsStepComponent;
 
   /** Full account data + template from resolver */
   fixedDepositsAccountAndTemplate: any;
@@ -71,7 +65,7 @@ export class EditFixedDepositAccountComponent {
   fixedDepositsAccountProductTemplate: any;
   /** Currently visible wizard tab (0-indexed). */
   selectedTabIndex = 0;
-  private readonly totalTabs = 5;
+  private readonly totalTabs = 4;
   /** Active CBS base interest rate versions for the selected product's FD type */
   cbsBaseRates: any[] = [];
   /** Tenure selected from the interest rate chart step */
@@ -242,7 +236,6 @@ export class EditFixedDepositAccountComponent {
       ...this.fixedDepositAccount,
       ...terms,
       ...settings,
-      ...(this.fixedDepositAccountMaturityTermsStep?.closureSettings ?? {}),
       ...(this.selectedTenure
         ? {
             depositPeriod: this.selectedTenure.depositPeriod,

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-details-step/fixed-deposit-account-details-step.component.html

@@ -618,7 +618,7 @@
             <mat-form-field appearance="outline" class="soa-field">
               <mat-label>Age</mat-label>
               <input matInput [value]="clientAge !== null ? clientAge + ' years' : '—'" readonly />
-              <mat-hint>Must be below {{ minorAgeThreshold }} years</mat-hint>
+              <mat-hint>Must be below 18 years</mat-hint>
             </mat-form-field>
 
             <mat-form-field appearance="outline" class="soa-field">

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-details-step/fixed-deposit-account-details-step.component.ts

@@ -7,17 +7,7 @@
  */
 
 /** Angular Imports */
-import {
-  Component,
-  OnInit,
-  OnChanges,
-  SimpleChanges,
-  Input,
-  Output,
-  EventEmitter,
-  inject,
-  ChangeDetectorRef
-} from '@angular/core';
+import { Component, OnInit, Input, Output, EventEmitter, inject, ChangeDetectorRef } from '@angular/core';
 import { UntypedFormGroup, UntypedFormBuilder, Validators, FormsModule } from '@angular/forms';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
@@ -26,12 +16,6 @@ import { MatDialog } from '@angular/material/dialog';
 /** Custom Services */
 import { FixedDepositsService } from '../../fixed-deposits.service';
 import { ClientsService } from 'app/clients/clients.service';
-import {
-  AGE_OF_MAJORITY,
-  MINOR_AGE_THRESHOLD,
-  isMinorAge,
-  isSeniorCitizenAge
-} from 'app/clients/shared/client-age.util';
 import { MatTooltip } from '@angular/material/tooltip';
 import { MatStepperPrevious, MatStepperNext } from '@angular/material/stepper';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
@@ -59,7 +43,7 @@ import { IntroducerSearchComponent } from 'app/shared/introducer-search/introduc
     IntroducerSearchComponent
   ]
 })
-export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChanges {
+export class FixedDepositAccountDetailsStepComponent implements OnInit {
   private formBuilder = inject(UntypedFormBuilder);
   private fixedDepositsService = inject(FixedDepositsService);
   private settingsService = inject(SettingsService);
@@ -72,9 +56,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
   /** Fixed Deposits Account Template */
   @Input() fixedDepositsAccountTemplate: any;
   @Input() hideButtons = false;
-  /** Linked-account id picked elsewhere in the wizard (e.g. the Terms step's Transfer to Savings
-   * account) -- pre-fills this card so the officer doesn't have to pick the same account twice. */
-  @Input() externalLinkedAccountId: number | null = null;
 
   /** Minimum date allowed. */
   minDate = new Date(2000, 0, 1);
@@ -113,16 +94,8 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
   selectedCustomerSegment: string | null = null;
 
   // ── Client info (auto-fetched) ─────────────────────────────────────────
-  /**
-   * The client's legal form ("Individual" / "Non-Individual") as captured at client creation. Customer
-   * Segment is derived from this rather than picked by hand, so an account can never disagree with the
-   * CIF about what kind of customer it belongs to.
-   */
-  clientLegalForm: string | null = null;
   clientDob: Date | null = null;
   clientAge: number | null = null;
-  /** Exposed for tooltips so the displayed rule can never drift from the applied rule. */
-  readonly minorAgeThreshold = MINOR_AGE_THRESHOLD;
   clientGender: string | null = null;
   primaryClientName = '';
   primaryClientCif = '';
@@ -249,23 +222,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
     this.dalSearch = '';
   }
 
-  ngOnChanges(changes: SimpleChanges): void {
-    if (!changes.externalLinkedAccountId || this.selectedLinkedAccount) {
-      return;
-    }
-    const id = this.externalLinkedAccountId;
-    if (!id) return;
-    const savings = this.dalAllSavings.find((a: any) => a.id === id);
-    const current = this.dalAllCurrent.find((a: any) => a.id === id);
-    if (savings) {
-      this.dalSelectedType = 'SAVINGS';
-      this.selectedLinkedAccount = savings;
-    } else if (current) {
-      this.dalSelectedType = 'CURRENT';
-      this.selectedLinkedAccount = current;
-    }
-  }
-
   private loadClientAccounts(): void {
     const clientId = String(this.fixedDepositsAccountTemplate?.clientId);
     if (!clientId) return;
@@ -293,9 +249,7 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
           currencyCode: a.currency?.code ?? ''
         }));
         this.dalLoading = false;
-        // Pre-select linked account in edit mode. The GET response nests the Fineract association as
-        // linkedAccount.id, and separately carries the CBS column as linkedAccountId -- the latter is the
-        // fallback for accounts that have the CBS field set but no association row.
+        // Pre-select linked account in edit mode
         const linkedId =
           this.fixedDepositsAccountTemplate?.linkedAccount?.id ?? this.fixedDepositsAccountTemplate?.linkedAccountId;
         if (linkedId) {
@@ -375,8 +329,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
             this.autoDetectAccountStatus();
           }
         }
-        this.clientLegalForm = client?.legalForm?.value ?? client?.legalForm?.name ?? null;
-        this.applyInferredCustomerSegment();
         this.cdr.detectChanges();
       });
     }
@@ -404,8 +356,8 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
   }
 
   isTileDisabled(value: string): boolean {
-    if (value === 'MINOR') return !isMinorAge(this.clientAge);
-    if (value === 'SENIOR_CITIZEN') return !isSeniorCitizenAge(this.clientAge);
+    if (value === 'MINOR') return this.clientAge === null || this.clientAge >= 18;
+    if (value === 'SENIOR_CITIZEN') return this.clientAge === null || this.clientAge < 60;
     return false;
   }
 
@@ -430,10 +382,10 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
   }
 
   getTileTooltip(value: string): string {
-    if (value === 'MINOR' && !isMinorAge(this.clientAge)) {
-      return `Age ${this.clientAge} yrs — Minor only allowed below  years`;
+    if (value === 'MINOR' && this.clientAge !== null && this.clientAge >= 18) {
+      return `Age ${this.clientAge} yrs — Minor only allowed below 18 years`;
     }
-    if (value === 'SENIOR_CITIZEN' && !isSeniorCitizenAge(this.clientAge)) {
+    if (value === 'SENIOR_CITIZEN' && this.clientAge !== null && this.clientAge < 60) {
       return `Age ${this.clientAge} yrs — Senior Citizen only allowed at 60+ years`;
     }
     if (value === 'MINOR' && this.clientAge === null) return 'DOB not available — cannot verify age';
@@ -446,10 +398,10 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
       return;
     }
     if (this.clientAge === null) return;
-    if (isMinorAge(this.clientAge)) {
+    if (this.clientAge < 18) {
       this.selectedAccountStatus = 'MINOR';
       this.minorDob = this.clientDob;
-    } else if (isSeniorCitizenAge(this.clientAge)) {
+    } else if (this.clientAge >= 60) {
       this.selectedAccountStatus = 'SENIOR_CITIZEN';
     } else if (this.clientGender === 'female') {
       this.selectedAccountStatus = 'INDIVIDUAL_FEMALE';
@@ -499,9 +451,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
         this.customerSegmentOptions = this.extractOptions(response.customerSegmentOptions, response.customerSegment);
         this.selectedAccountType = response.accountType ?? null;
         this.selectedCustomerSegment = response.customerSegment ?? null;
-        // The product default above is only a fallback -- the client's own legal form wins. Re-applied
-        // here as well as in the client callback because the two responses can arrive in either order.
-        this.applyInferredCustomerSegment();
         this.fixedDepositsAccountProductTemplate.emit(response);
         this.fieldOfficerData = response.fieldOfficerOptions;
         this.isProductSelected = true;
@@ -612,24 +561,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
     return fallback ? [fallback] : [];
   }
 
-  /**
-   * Selects the Customer Segment that matches the client's legal form. The segment code values
-   * ("Individual" / "Non-Individual") are seeded to be byte-identical to the legal-form labels, so this
-   * is an exact, case-insensitive comparison on purpose -- a substring match would resolve
-   * "Non-Individual" to the "Individual" option, since one contains the other. Leaves the product
-   * default untouched when the client's form is unknown or has no matching option.
-   */
-  private applyInferredCustomerSegment(): void {
-    if (!this.clientLegalForm || !this.customerSegmentOptions.length) {
-      return;
-    }
-    const target = this.clientLegalForm.trim().toLowerCase();
-    const match = this.customerSegmentOptions.find((opt) => String(opt).trim().toLowerCase() === target);
-    if (match) {
-      this.selectedCustomerSegment = match;
-    }
-  }
-
   formatTemplateDate(value: any): string {
     if (!value) return '';
     let dateValue: Date | null = null;
@@ -772,7 +703,7 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
     const dob = this.minorDob ?? this.clientDob;
     if (!dob) return '';
     const d = new Date(dob);
-    d.setFullYear(d.getFullYear() + AGE_OF_MAJORITY);
+    d.setFullYear(d.getFullYear() + 18);
     return this.dateUtils.formatDate(d, 'M/d/yyyy') || '';
   }
 
@@ -836,15 +767,6 @@ export class FixedDepositAccountDetailsStepComponent implements OnInit, OnChange
     }
 
     if (this.selectedLinkedAccount) {
-      // The same picked account has to be sent under BOTH names -- they are two different backend
-      // parameters feeding two different things, not a duplicate:
-      //   linkAccountId   (DepositsApiConstants.linkedAccountParamName) -> creates the Fineract
-      //                   AccountAssociations row that the monthly interest-transfer job reads, and that
-      //                   FD Special's linked-account requirement validates against.
-      //   linkedAccountId (SavingsApiConstants.linkedAccountIdParamName) -> populates the CBS-specific
-      //                   m_savings_account.linked_account_id column via applyCbsFields.
-      // Only linkedAccountId was being sent before, so the association was never created.
-      value.linkAccountId = this.selectedLinkedAccount.id;
       value.linkedAccountId = this.selectedLinkedAccount.id;
       value.linkedAccountType = this.selectedLinkedAccount.accountType;
       value.linkedAccountNo = this.selectedLinkedAccount.accountNo;

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component.html

@@ -170,12 +170,12 @@
         <!-- Senior Citizen -->
         <div class="fdrc-calc-field fdrc-calc-field--senior">
           <label class="fdrc-senior-label">
-            <input type="checkbox" [ngModel]="isSeniorCitizen" [disabled]="true" />
+            <input type="checkbox" [(ngModel)]="isSeniorCitizen" (change)="onSeniorCitizenChange()" />
             <span class="fdrc-senior-text">
               <i class="fas fa-user-shield"></i>
               Senior Citizen
             </span>
-            <span class="fdrc-senior-hint">{{ seniorCitizenHint }}</span>
+            <span class="fdrc-senior-hint">Higher rate applied if available</span>
           </label>
         </div>
 

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component.ts

@@ -6,17 +6,7 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-import {
-  Component,
-  Input,
-  OnChanges,
-  SimpleChanges,
-  Output,
-  EventEmitter,
-  ViewChild,
-  ChangeDetectorRef,
-  inject
-} from '@angular/core';
+import { Component, Input, OnChanges, SimpleChanges, Output, EventEmitter, ViewChild, inject } from '@angular/core';
 import {
   MatTableDataSource,
   MatTable,
@@ -36,9 +26,6 @@ import { FormsModule } from '@angular/forms';
 import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { FixedDepositsService } from '../../fixed-deposits.service';
-import { ClientsService } from 'app/clients/clients.service';
-import { SettingsService } from 'app/settings/settings.service';
-import { SENIOR_CITIZEN_AGE_THRESHOLD, deriveSeniorCitizenStatus } from 'app/clients/shared/client-age.util';
 
 export type FdPeriodUnit = 'Days' | 'Months' | 'Years';
 
@@ -84,9 +71,6 @@ export interface SlabMatchResult {
 })
 export class FixedDepositAccountInterestRateChartStepComponent implements OnChanges {
   private fixedDepositsService = inject(FixedDepositsService);
-  private clientsService = inject(ClientsService);
-  private settingsService = inject(SettingsService);
-  private cdr = inject(ChangeDetectorRef);
 
   @Input() fixedDepositsAccountTemplate: any;
   @Input() fixedDepositsAccountProductTemplate: any;
@@ -126,19 +110,7 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
     'actions'
   ];
 
-  /**
-   * Derived from the client's own date of birth -- never staff-editable. Setting this by hand is what
-   * let a 24-year-old's FD get priced at the senior-citizen rate, so the checkbox is display-only and
-   * this value comes solely from {@link deriveSeniorCitizenStatus}.
-   */
   isSeniorCitizen = false;
-  readonly seniorCitizenAgeThreshold = SENIOR_CITIZEN_AGE_THRESHOLD;
-  /** Client age in completed years, or null when the DOB is unknown / the client is an entity. */
-  clientAge: number | null = null;
-  /** False for a company/entity client, which has no age and so can never qualify. */
-  clientIsIndividual = true;
-  /** True once the client lookup has come back, so the UI can explain the locked checkbox honestly. */
-  clientAgeResolved = false;
   incentivesDisplayedColumns: string[] = [
     'entityType',
     'attributeName',
@@ -199,9 +171,6 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
   }
 
   ngOnChanges(changes: SimpleChanges) {
-    if (changes['fixedDepositsAccountTemplate']) {
-      this.resolveSeniorCitizenFromClient();
-    }
     // Only reset/re-apply when TEMPLATE or cbsBaseRates changes, NOT when initialTenure/submittedOnDate changes alone
     const templateChanged = changes['fixedDepositsAccountProductTemplate'] || changes['cbsBaseRates'];
     if (templateChanged && this.fixedDepositsAccountProductTemplate) {
@@ -237,10 +206,10 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
     if (this.initialTenure.depositAmount) {
       this.principalAmount = this.initialTenure.depositAmount;
     }
-    // Deliberately NOT restoring initialTenure.isSeniorCitizen: the flag is derived from the client's
-    // date of birth in resolveSeniorCitizenFromClient(). Re-applying a stored value here would carry a
-    // previously mis-set flag forward on every edit, which is exactly how a 24-year-old's FD kept its
-    // senior-citizen rate.
+    // Pre-check senior citizen if it was set during create
+    if (this.initialTenure.isSeniorCitizen) {
+      this.isSeniorCitizen = true;
+    }
     // Auto-calculate when tenure is pre-filled (edit mode)
     setTimeout(() => this.calculateRate(), 0);
   }
@@ -466,45 +435,6 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
     this.validationWarning = null;
   }
 
-  /**
-   * Derives the senior-citizen flag from the client's date of birth. Runs whenever the account template
-   * arrives (create and edit alike), so the flag always reflects the customer on record rather than
-   * whatever was ticked -- or previously saved -- by hand.
-   */
-  private resolveSeniorCitizenFromClient(): void {
-    const clientId = this.fixedDepositsAccountTemplate?.clientId ?? this.fixedDepositsAccountTemplate?.id;
-    if (!clientId) {
-      return;
-    }
-    this.clientsService.getClientData(String(clientId)).subscribe((client: any) => {
-      const status = deriveSeniorCitizenStatus(client, this.settingsService.businessDate);
-      this.clientAge = status.age;
-      this.clientIsIndividual = status.isIndividual;
-      this.isSeniorCitizen = status.isSeniorCitizen;
-      this.clientAgeResolved = true;
-      // Re-price against the now-known status if a tenure was already entered.
-      this.onSeniorCitizenChange();
-      this.cdr.detectChanges();
-    });
-  }
-
-  /** Explains the locked checkbox to staff, so a missing benefit never looks like a system fault. */
-  get seniorCitizenHint(): string {
-    if (!this.clientAgeResolved) {
-      return 'Determined from the client’s date of birth';
-    }
-    if (!this.clientIsIndividual) {
-      return 'Not applicable to a non-individual client';
-    }
-    if (this.clientAge === null) {
-      return 'Client has no date of birth on record';
-    }
-    if (this.isSeniorCitizen) {
-      return `Client is ${this.clientAge} years old — higher rate applied`;
-    }
-    return `Client is ${this.clientAge} — applies from age ${this.seniorCitizenAgeThreshold}`;
-  }
-
   onSeniorCitizenChange() {
     if (this.tenureValue && this.tenureValue > 0) {
       this.calculateRate();

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component.html

@@ -1,108 +0,0 @@
-<!--
-  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/.
--->
-
-<form [formGroup]="closureSettingsForm" class="layout-row-wrap gap-2px responsive-column">
-  <h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
-
-  <mat-form-field class="flex-48">
-    <mat-label>{{ 'labels.inputs.Maturity Instructions' | translate }}</mat-label>
-    <mat-select formControlName="maturityInstructionId">
-      @for (maturityInstruction of maturityInstructionOptions; track maturityInstruction) {
-        <mat-option [value]="maturityInstruction.id">
-          {{ maturityInstruction.value | translateKey: 'catalogs' }}
-        </mat-option>
-      }
-    </mat-select>
-  </mat-form-field>
-
-  @if (closureSettingsForm.contains('transferToSavingsId')) {
-    <div class="dal-card flex-98">
-      <div class="dal-card__header">
-        <div class="dal-card__header-left">
-          <div class="dal-card__icon">
-            <mat-icon>savings</mat-icon>
-          </div>
-          <div>
-            <h3 class="dal-card__title">{{ 'labels.inputs.Transfer to savings account' | translate }}</h3>
-            <span class="dal-card__sub">Maturity proceeds will be credited to this account</span>
-          </div>
-        </div>
-      </div>
-
-      <div class="dal-card__body">
-        @if (selectedTransferAccount) {
-          <div class="dal-selected">
-            <div class="dal-selected__info">
-              <span class="dal-type-badge dal-type-badge--savings">
-                <mat-icon>savings</mat-icon>
-                Savings
-              </span>
-              <div class="dal-selected__details">
-                <span class="dal-selected__accno">{{ selectedTransferAccount.accountNo }}</span>
-                <span class="dal-selected__product">{{ selectedTransferAccount.savingsProductName }}</span>
-              </div>
-              @if (selectedTransferAccount.summary?.accountBalance != null) {
-                <div class="dal-selected__balance">
-                  <span class="dal-selected__bal-label">Balance</span>
-                  <span class="dal-selected__bal-amount">
-                    {{ selectedTransferAccount.currency?.code }}
-                    {{ selectedTransferAccount.summary.accountBalance | number: '1.2-2' }}
-                  </span>
-                </div>
-              }
-            </div>
-            <button
-              mat-stroked-button
-              color="primary"
-              type="button"
-              class="dal-change-btn"
-              (click)="clearTransferAccount()"
-            >
-              <mat-icon>swap_horiz</mat-icon>
-              Change
-            </button>
-          </div>
-        } @else {
-          <mat-form-field appearance="outline" class="flex-98">
-            <mat-label>{{ 'labels.inputs.Transfer to savings account' | translate }}</mat-label>
-            <mat-select formControlName="transferToSavingsId" required>
-              @for (account of savingsAccountsData; track account) {
-                <mat-option [value]="account.id">
-                  ({{ account.accountNo }}) {{ account.savingsProductName }}
-                </mat-option>
-              }
-            </mat-select>
-            <mat-error>Transfer to savings account is required</mat-error>
-          </mat-form-field>
-        }
-      </div>
-    </div>
-  }
-
-  <mat-checkbox class="flex-98 margin-v" labelPosition="before" formControlName="preClosurePenalApplicable">
-    {{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
-  </mat-checkbox>
-
-  @if (closureSettingsForm.value.preClosurePenalApplicable) {
-    <mat-form-field class="flex-48">
-      <mat-label>{{ 'labels.inputs.Penal Interest' | translate }} (%)</mat-label>
-      <input type="number" matInput formControlName="preClosurePenalInterest" min="0" step="0.01" />
-    </mat-form-field>
-
-    <mat-form-field class="flex-48">
-      <mat-label>{{ 'labels.inputs.Period' | translate }}</mat-label>
-      <mat-select formControlName="preClosurePenalInterestOnTypeId">
-        @for (preClosurePenalInterestOnType of preClosurePenalInterestOnTypeData; track preClosurePenalInterestOnType) {
-          <mat-option [value]="preClosurePenalInterestOnType.id">
-            {{ preClosurePenalInterestOnType.value | translateKey: 'catalogs' }}
-          </mat-option>
-        }
-      </mat-select>
-    </mat-form-field>
-  }
-</form>

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component.scss

@@ -1,152 +0,0 @@
-/**
- * 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/.
- */
-
-// ── Transfer-to-Savings account card (mirrors the Deposit Account Link card) ──
-
-.dal-card {
-  margin-top: 16px;
-  border: 1px solid #e2e8f0;
-  border-radius: 12px;
-  background: #fff;
-  overflow: hidden;
-
-  &__header {
-    display: flex;
-    align-items: center;
-    gap: 14px;
-    padding: 16px 24px;
-    border-bottom: 1px solid #f1f5f9;
-    background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
-  }
-
-  &__header-left {
-    display: flex;
-    align-items: center;
-    gap: 14px;
-  }
-
-  &__icon {
-    width: 44px;
-    height: 44px;
-    border-radius: 10px;
-    background: #0ea5e9;
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    color: #fff;
-  }
-
-  &__title {
-    margin: 0;
-    font-size: 15px;
-    font-weight: 700;
-    color: #0c4a6e;
-  }
-
-  &__sub {
-    display: block;
-    font-size: 12px;
-    color: #64748b;
-    margin-top: 2px;
-  }
-
-  &__body {
-    padding: 20px 24px;
-  }
-}
-
-.dal-selected {
-  display: flex;
-  align-items: center;
-  gap: 16px;
-  padding: 16px 20px;
-  border: 2px solid #0ea5e9;
-  border-radius: 12px;
-  background: #f0f9ff;
-
-  &__info {
-    display: flex;
-    align-items: center;
-    gap: 14px;
-    flex: 1;
-    flex-wrap: wrap;
-  }
-
-  &__details {
-    display: flex;
-    flex-direction: column;
-    gap: 2px;
-    flex: 1;
-  }
-
-  &__accno {
-    font-size: 15px;
-    font-weight: 700;
-    color: #0c4a6e;
-    font-family: monospace;
-  }
-
-  &__product {
-    font-size: 12px;
-    color: #64748b;
-  }
-
-  &__balance {
-    display: flex;
-    flex-direction: column;
-    align-items: flex-end;
-    gap: 2px;
-  }
-
-  &__bal-label {
-    font-size: 10px;
-    color: #94a3b8;
-    text-transform: uppercase;
-    letter-spacing: 0.5px;
-  }
-
-  &__bal-amount {
-    font-size: 15px;
-    font-weight: 700;
-    color: #0c4a6e;
-  }
-}
-
-.dal-change-btn {
-  white-space: nowrap;
-}
-
-.dal-type-badge {
-  display: inline-flex;
-  align-items: center;
-  gap: 4px;
-  padding: 4px 12px;
-  border-radius: 999px;
-  font-size: 12px;
-  font-weight: 700;
-  white-space: nowrap;
-  background: #f1f5f9;
-  color: #475569;
-  border: 1px solid #e2e8f0;
-
-  mat-icon {
-    font-size: 14px;
-    width: 14px;
-    height: 14px;
-  }
-
-  &--savings {
-    background: #eff6ff;
-    color: #1d4ed8;
-    border-color: #bfdbfe;
-
-    mat-icon {
-      color: #2563eb;
-    }
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component.ts

@@ -1,117 +0,0 @@
-/**
- * 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, Input, OnChanges, SimpleChanges, inject } from '@angular/core';
-import { UntypedFormGroup, UntypedFormBuilder, UntypedFormControl, Validators } from '@angular/forms';
-import { MatCheckbox } from '@angular/material/checkbox';
-import { MatIcon } from '@angular/material/icon';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-
-/**
- * Fixed Deposit Account Maturity Terms Step -- what happens to this account at maturity
- * (Withdraw / Transfer to Savings / Reinvest) and the pre-mature-closure penalty, decided
- * per account rather than silently inherited from the product.
- */
-@Component({
-  selector: 'mifosx-fixed-deposit-account-maturity-terms-step',
-  templateUrl: './fixed-deposit-account-maturity-terms-step.component.html',
-  styleUrls: ['./fixed-deposit-account-maturity-terms-step.component.scss'],
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    MatCheckbox,
-    MatIcon
-  ]
-})
-export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges {
-  private formBuilder = inject(UntypedFormBuilder);
-
-  @Input() fixedDepositsAccountTemplate: any;
-  @Input() fixedDepositsAccountProductTemplate: any;
-  /** Account already linked elsewhere in the wizard (the Details step's Deposit Account Link) --
-   * pre-fills Transfer to Savings so the officer doesn't have to pick the same account twice. */
-  @Input() linkedSavingsAccountId: number | null = null;
-
-  closureSettingsForm: UntypedFormGroup;
-  maturityInstructionOptions: any[] = [];
-  savingsAccountsData: any[] = [];
-  preClosurePenalInterestOnTypeData: any[] = [];
-
-  constructor() {
-    this.closureSettingsForm = this.formBuilder.group({
-      maturityInstructionId: [''],
-      preClosurePenalApplicable: [false],
-      preClosurePenalInterest: [
-        '',
-        Validators.min(0)
-      ],
-      preClosurePenalInterestOnTypeId: ['']
-    });
-    this.closureSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
-      // 200 = Transfer to Savings -- Withdraw Deposit (100) needs no target account, and both
-      // Reinvest options (300/400) open a brand-new FD instead, so they ignore this field too.
-      if (value === 200) {
-        this.closureSettingsForm.addControl(
-          'transferToSavingsId',
-          new UntypedFormControl(this.linkedSavingsAccountId ?? '', Validators.required)
-        );
-      } else {
-        this.closureSettingsForm.removeControl('transferToSavingsId');
-      }
-    });
-  }
-
-  ngOnChanges(changes: SimpleChanges) {
-    if (changes.linkedSavingsAccountId) {
-      const control = this.closureSettingsForm.get('transferToSavingsId');
-      if (control && !control.value && this.linkedSavingsAccountId) {
-        control.setValue(this.linkedSavingsAccountId);
-      }
-    }
-    if (this.fixedDepositsAccountProductTemplate) {
-      // Withdraw Deposit (id 100) books the maturity proceeds out of the bank's cash/vault the moment
-      // the account matures, before the customer has actually collected it -- disabled everywhere.
-      this.maturityInstructionOptions = (
-        this.fixedDepositsAccountProductTemplate.maturityInstructionOptions ?? []
-      ).filter((option: any) => option.id !== 100);
-      this.savingsAccountsData = this.fixedDepositsAccountProductTemplate.savingsAccounts ?? [];
-      this.preClosurePenalInterestOnTypeData =
-        this.fixedDepositsAccountProductTemplate.preClosurePenalInterestOnTypeOptions ?? [];
-      if (!this.closureSettingsForm.get('preClosurePenalApplicable').dirty) {
-        this.closureSettingsForm.patchValue({
-          preClosurePenalApplicable: this.fixedDepositsAccountProductTemplate.preClosurePenalApplicable ?? false,
-          preClosurePenalInterest: this.fixedDepositsAccountProductTemplate.preClosurePenalInterest ?? '',
-          preClosurePenalInterestOnTypeId:
-            this.fixedDepositsAccountProductTemplate.preClosurePenalInterestOnType?.id ?? ''
-        });
-      }
-    }
-  }
-
-  /** The linked-savings account for the transfer-to-savings maturity instruction, once picked. */
-  get selectedTransferAccount(): any {
-    const id = this.closureSettingsForm.value.transferToSavingsId;
-    if (!id) return null;
-    return this.savingsAccountsData.find((account: any) => account.id === id) ?? null;
-  }
-
-  clearTransferAccount(): void {
-    this.closureSettingsForm.get('transferToSavingsId')?.setValue('');
-  }
-
-  /** Chosen maturity/closure settings, ready to merge into the submit payload. */
-  get closureSettings() {
-    const settings = this.closureSettingsForm.getRawValue();
-    for (const key in settings) {
-      if (settings[key] === '') {
-        delete settings[key];
-      }
-    }
-    return settings;
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component.html

@@ -683,41 +683,6 @@
   </div>
 </div>
 
-<div class="preview-section">
-  <div class="preview-section__header">
-    <i class="fas fa-flag-checkered preview-section__icon"></i>
-    <span class="preview-section__title">Maturity &amp; Pre-mature Closure</span>
-  </div>
-  <div class="preview-body">
-    <div class="preview-grid preview-grid--three">
-      <div class="preview-field">
-        <span class="preview-label">{{ 'labels.inputs.Maturity Instructions' | translate }}</span>
-        <span class="preview-value">{{ closureMaturityInstructionLabel }}</span>
-      </div>
-      @if (closureSettings?.transferToSavingsId) {
-        <div class="preview-field">
-          <span class="preview-label">{{ 'labels.inputs.Transfer to savings account' | translate }}</span>
-          <span class="preview-value">{{ closureTransferToSavingsLabel }}</span>
-        </div>
-      }
-      <div class="preview-field">
-        <span class="preview-label">{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}</span>
-        <span class="preview-value">{{ closureSettings?.preClosurePenalApplicable | yesNo }}</span>
-      </div>
-      @if (closureSettings?.preClosurePenalApplicable) {
-        <div class="preview-field">
-          <span class="preview-label">{{ 'labels.inputs.Penal Interest' | translate }} (%)</span>
-          <span class="preview-value">{{ closureSettings?.preClosurePenalInterest }}%</span>
-        </div>
-        <div class="preview-field">
-          <span class="preview-label">{{ 'labels.inputs.Period' | translate }}</span>
-          <span class="preview-value">{{ closurePenalInterestOnTypeLabel }}</span>
-        </div>
-      }
-    </div>
-  </div>
-</div>
-
 @if (!hideButtons) {
   <div class="layout-row responsive-column align-center gap-2px margin-t">
     <button mat-raised-button matStepperPrevious>

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-preview-step/fixed-deposit-account-preview-step.component.ts

@@ -164,26 +164,7 @@ export class FixedDepositAccountPreviewStepComponent implements OnChanges {
   /** Form submission event */
   @Output() submitEvent = new EventEmitter();
 
-  /** Maturity/pre-mature-closure choices made in the Terms step -- shown here read-only. */
-  @Input() closureSettings: any = {};
-
-  get closureMaturityInstructionLabel(): string {
-    const options = this.fixedDepositsAccountProductTemplate?.maturityInstructionOptions ?? [];
-    const match = options.find((o: any) => o.id === this.closureSettings?.maturityInstructionId);
-    return match?.value ?? '—';
-  }
-
-  get closureTransferToSavingsLabel(): string {
-    const accounts = this.fixedDepositsAccountProductTemplate?.savingsAccounts ?? [];
-    const match = accounts.find((a: any) => a.id === this.closureSettings?.transferToSavingsId);
-    return match ? `(${match.accountNo}) ${match.savingsProductName}` : '—';
-  }
-
-  get closurePenalInterestOnTypeLabel(): string {
-    const options = this.fixedDepositsAccountProductTemplate?.preClosurePenalInterestOnTypeOptions ?? [];
-    const match = options.find((o: any) => o.id === this.closureSettings?.preClosurePenalInterestOnTypeId);
-    return match?.value ?? '—';
-  }
+  constructor() {}
 
   ngOnChanges() {
     if (this.fixedDepositsAccountProductTemplate) {

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/interest-schedule-dialog/interest-schedule-dialog.component.html

@@ -1,71 +0,0 @@
-<!--
-  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="isd-dialog">
-  <h2 mat-dialog-title class="isd-header">
-    <span class="isd-header__icon"><fa-icon icon="calendar-alt"></fa-icon></span>
-    <span class="isd-header__text">
-      <span class="isd-header__title">{{ 'labels.heading.Monthly Interest Payout Schedule' | translate }}</span>
-      <span class="isd-header__sub">{{ paidCount }} of {{ schedule.length }} periods paid so far</span>
-    </span>
-  </h2>
-
-  <div mat-dialog-content class="isd-content">
-    <p class="isd-note">
-      <fa-icon icon="info-circle" class="m-r-5"></fa-icon>
-      Computed by the actual interest engine for this account's full term -- the exact amount posted each month can vary
-      slightly with the number of days in that month.
-    </p>
-
-    <div class="isd-scroll">
-      <table class="isd-table">
-        <thead>
-          <tr>
-            <th>{{ 'labels.inputs.From Date' | translate }}</th>
-            <th>{{ 'labels.inputs.To Date' | translate }}</th>
-            <th class="isd-table__amount-col">{{ 'labels.inputs.Interest Amount' | translate }}</th>
-            <th class="isd-table__status-col">{{ 'labels.inputs.Status' | translate }}</th>
-          </tr>
-        </thead>
-        <tbody>
-          @for (period of schedule; track $index) {
-            <tr [class.isd-table__row--paid]="period.paid">
-              <td>{{ period.fromDate | dateFormat }}</td>
-              <td>{{ period.toDate | dateFormat }}</td>
-              <td class="isd-table__amount-col">
-                {{ period.interestAmount | currency: currencyCode : 'symbol-narrow' : '1.2-2' }}
-              </td>
-              <td class="isd-table__status-col">
-                @if (period.paid) {
-                  <span class="isd-badge isd-badge--paid">
-                    <fa-icon icon="check-circle" class="m-r-5"></fa-icon>Paid
-                  </span>
-                } @else {
-                  <span class="isd-badge isd-badge--pending">Pending</span>
-                }
-              </td>
-            </tr>
-          }
-        </tbody>
-        <tfoot>
-          <tr>
-            <td colspan="2">{{ 'labels.inputs.Total Interest Payable' | translate }}</td>
-            <td class="isd-table__amount-col">
-              {{ totalInterest | currency: currencyCode : 'symbol-narrow' : '1.2-2' }}
-            </td>
-            <td></td>
-          </tr>
-        </tfoot>
-      </table>
-    </div>
-  </div>
-
-  <div mat-dialog-actions align="end" class="isd-actions">
-    <button mat-button mat-dialog-close>{{ 'labels.buttons.Close' | translate }}</button>
-  </div>
-</div>

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/interest-schedule-dialog/interest-schedule-dialog.component.scss

@@ -1,142 +0,0 @@
-/**
- * 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/.
- */
-
-$navy: #0d1b2a;
-$slate: #475569;
-$muted: #64748b;
-$border: #e2e8f0;
-$soft: #f8fafc;
-$green: #047857;
-$green-bg: #ecfdf5;
-$amber: #92400e;
-$amber-bg: #fffbeb;
-
-.isd-dialog {
-  min-width: 560px;
-  max-width: 720px;
-}
-
-.isd-header {
-  display: flex;
-  align-items: center;
-  gap: 10px;
-  margin: 0;
-
-  &__icon {
-    width: 30px;
-    height: 30px;
-    display: inline-flex;
-    align-items: center;
-    justify-content: center;
-    border-radius: 8px;
-    background: linear-gradient(135deg, #3b82f6 0%, #1e40af 100%);
-    color: #fff;
-    font-size: 13px;
-    flex-shrink: 0;
-  }
-
-  &__text {
-    display: flex;
-    flex-direction: column;
-  }
-
-  &__title {
-    font-size: 15px;
-    font-weight: 700;
-    color: $navy;
-  }
-
-  &__sub {
-    font-size: 12px;
-    color: $muted;
-  }
-}
-
-.isd-content {
-  max-height: 60vh;
-}
-
-.isd-note {
-  margin: 4px 0 12px;
-  font-size: 12px;
-  color: $muted;
-  font-style: italic;
-}
-
-.isd-scroll {
-  overflow-x: auto;
-}
-
-.isd-table {
-  width: 100%;
-  border-collapse: collapse;
-  font-size: 13px;
-
-  th,
-  td {
-    padding: 8px 12px;
-    text-align: left;
-    border-bottom: 1px dashed #eef2f7;
-    white-space: nowrap;
-  }
-
-  th {
-    color: $slate;
-    font-weight: 600;
-    font-size: 12px;
-    text-transform: uppercase;
-    letter-spacing: 0.03em;
-    background: $soft;
-    position: sticky;
-    top: 0;
-  }
-
-  tbody tr:hover {
-    background: $soft;
-  }
-
-  &__row--paid {
-    background: rgb(4 120 87 / 4%);
-  }
-
-  tfoot td {
-    font-weight: 700;
-    color: $navy;
-    border-bottom: none;
-    border-top: 2px solid $border;
-  }
-
-  &__amount-col {
-    text-align: right;
-    font-variant-numeric: tabular-nums;
-  }
-
-  &__status-col {
-    text-align: center;
-  }
-}
-
-.isd-badge {
-  display: inline-flex;
-  align-items: center;
-  padding: 3px 10px;
-  border-radius: 999px;
-  font-size: 11px;
-  font-weight: 700;
-  letter-spacing: 0.02em;
-
-  &--paid {
-    background: $green-bg;
-    color: $green;
-  }
-
-  &--pending {
-    background: $amber-bg;
-    color: $amber;
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/interest-schedule-dialog/interest-schedule-dialog.component.ts

@@ -1,68 +0,0 @@
-/**
- * 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, inject } from '@angular/core';
-import {
-  MAT_DIALOG_DATA,
-  MatDialogRef,
-  MatDialogTitle,
-  MatDialogContent,
-  MatDialogActions,
-  MatDialogClose
-} from '@angular/material/dialog';
-import { MatButton } from '@angular/material/button';
-import { CurrencyPipe } from '@angular/common';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { DateFormatPipe } from '../../../../../pipes/date-format.pipe';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-
-/**
- * FD Special's full month-wise interest schedule, in a popup rather than always inline on General --
- * a 24+ month term makes for a long table that would otherwise push every other card on the tab down
- * the page. Each row also shows whether that period's interest has actually posted yet, not just what
- * the engine projects it to be.
- */
-@Component({
-  selector: 'mifosx-interest-schedule-dialog',
-  templateUrl: './interest-schedule-dialog.component.html',
-  styleUrls: ['./interest-schedule-dialog.component.scss'],
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    MatDialogTitle,
-    MatDialogContent,
-    MatDialogActions,
-    MatDialogClose,
-    MatButton,
-    FaIconComponent,
-    CurrencyPipe,
-    DateFormatPipe
-  ]
-})
-export class InterestScheduleDialogComponent {
-  dialogRef = inject<MatDialogRef<InterestScheduleDialogComponent>>(MatDialogRef);
-  data: {
-    schedule: Array<{ fromDate: any; toDate: any; interestAmount: number; paid: boolean }>;
-    currencyCode: string;
-  } = inject(MAT_DIALOG_DATA);
-
-  get schedule(): Array<{ fromDate: any; toDate: any; interestAmount: number; paid: boolean }> {
-    return this.data.schedule ?? [];
-  }
-
-  get currencyCode(): string {
-    return this.data.currencyCode;
-  }
-
-  get totalInterest(): number {
-    return this.schedule.reduce((sum, row) => sum + (row.interestAmount ?? 0), 0);
-  }
-
-  get paidCount(): number {
-    return this.schedule.filter((row) => row.paid).length;
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/payment-dialog/payment-dialog.component.html

@@ -1,191 +0,0 @@
-<!--
-  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="pmt">
-  <div class="pmt__header">
-    <span class="pmt__header-ico"><fa-icon icon="sync-alt"></fa-icon></span>
-    <div class="pmt__header-text">
-      <h2 class="pmt__title">{{ 'labels.heading.Payment' | translate }}</h2>
-      <p class="pmt__subtitle">Process this Fixed Deposit now -- works whether it's Active or Matured.</p>
-    </div>
-  </div>
-
-  <div mat-dialog-content class="pmt__content">
-    @if (loadingTemplate) {
-      <div class="pmt__loading">
-        <mat-spinner diameter="36"></mat-spinner>
-      </div>
-    } @else if (loadFailed) {
-      <div class="pmt__error" role="alert">
-        <fa-icon icon="times-circle" class="m-r-10"></fa-icon>
-        Could not load this account's payment options. Close this dialog and try again.
-      </div>
-    } @else {
-      <form [formGroup]="paymentForm">
-        @if (reinvestCap !== null && reinvestCap !== undefined) {
-          <div class="pmt__stat">
-            <span class="pmt__stat-label">
-              {{
-                remainderIsApproximate
-                  ? 'Amount available on the selected date'
-                  : ('labels.inputs.Maturity Amount' | translate)
-              }}
-            </span>
-            <span class="pmt__stat-value">{{ reinvestCap | formatNumber }}</span>
-          </div>
-        }
-
-        <mat-form-field appearance="outline" class="pmt__date" (click)="closedOnDatePicker.open()">
-          <mat-label>{{ 'labels.inputs.Closed On Date' | translate }}</mat-label>
-          <input
-            matInput
-            [max]="maxDate"
-            [matDatepicker]="closedOnDatePicker"
-            required
-            formControlName="closedOnDate"
-          />
-          <mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
-          <mat-datepicker #closedOnDatePicker></mat-datepicker>
-          @if (paymentForm.controls.closedOnDate.hasError('required')) {
-            <mat-error>
-              {{ 'labels.inputs.Closed On Date' | translate }} {{ 'labels.commons.is' | translate }}
-              <strong>{{ 'labels.commons.required' | translate }}</strong>
-            </mat-error>
-          }
-        </mat-form-field>
-
-        <div class="pmt__section-label" id="pmt-action-label">{{ 'labels.inputs.Action' | translate }}</div>
-        <div class="pmt__options" role="radiogroup" aria-labelledby="pmt-action-label">
-          @for (closureOption of onAccountClosureOptions; track closureOption) {
-            <button
-              type="button"
-              class="pmt__option"
-              role="radio"
-              [attr.aria-checked]="paymentForm.get('onAccountClosureId').value === closureOption.id"
-              [class.pmt__option--active]="paymentForm.get('onAccountClosureId').value === closureOption.id"
-              (click)="selectClosureType(closureOption.id)"
-            >
-              <span class="pmt__option-ico"><fa-icon [icon]="iconFor(closureOption.id)"></fa-icon></span>
-              <span class="pmt__option-text">
-                <span class="pmt__option-title">{{ closureOption.value }}</span>
-                <span class="pmt__option-desc">{{ descriptionFor(closureOption.id) }}</span>
-              </span>
-              @if (paymentForm.get('onAccountClosureId').value === closureOption.id) {
-                <fa-icon icon="check-circle" class="pmt__option-check"></fa-icon>
-              }
-            </button>
-          }
-        </div>
-        @if (
-          paymentForm.controls.onAccountClosureId.hasError('required') &&
-          paymentForm.controls.onAccountClosureId.touched
-        ) {
-          <div class="pmt__option-error">
-            {{ 'labels.inputs.Account action' | translate }} {{ 'labels.commons.is' | translate }}
-            {{ 'labels.commons.required' | translate }}
-          </div>
-        }
-
-        @if (isPartialReinvest) {
-          <div class="pmt__split">
-            <mat-form-field appearance="outline" class="pmt__split-input">
-              <mat-label>{{ 'labels.inputs.Reinvest Amount' | translate }}</mat-label>
-              <input type="number" matInput required formControlName="reinvestAmount" />
-              @if (paymentForm.controls.reinvestAmount?.hasError('required')) {
-                <mat-error>
-                  {{ 'labels.inputs.Reinvest Amount' | translate }} {{ 'labels.commons.is' | translate }}
-                  <strong>{{ 'labels.commons.required' | translate }}</strong>
-                </mat-error>
-              }
-              @if (paymentForm.controls.reinvestAmount?.hasError('min')) {
-                <mat-error>{{ 'labels.inputs.Reinvest Amount must be greater than zero' | translate }}</mat-error>
-              }
-              @if (paymentForm.controls.reinvestAmount?.hasError('belowMaturityAmount')) {
-                <mat-error>{{
-                  'labels.inputs.Reinvest Amount must be less than the maturity amount' | translate
-                }}</mat-error>
-              }
-            </mat-form-field>
-            <span class="pmt__split-arrow"><fa-icon icon="arrow-right"></fa-icon></span>
-            <div class="pmt__split-remainder">
-              <span class="pmt__split-remainder-label">{{ 'labels.inputs.Remainder to Transfer' | translate }}</span>
-              <span class="pmt__split-remainder-value">{{
-                remainderAmount !== null ? (remainderAmount | formatNumber) : '—'
-              }}</span>
-            </div>
-          </div>
-          @if (remainderIsApproximate) {
-            <p class="pmt__hint">
-              <fa-icon icon="info-circle" class="m-r-5"></fa-icon>
-              The selected date is before maturity. Interest up to that date is posted first, so the amount actually
-              transferred will be at least the figure shown.
-            </p>
-          }
-        }
-
-        @if (noDestinationAccounts) {
-          <p class="pmt__hint pmt__hint--warn" role="alert">
-            <fa-icon icon="info-circle" class="m-r-5"></fa-icon>
-            This customer has no active savings account to transfer into. Open one first, or choose an action that keeps
-            the funds in this deposit.
-          </p>
-        }
-
-        @if (paymentForm.contains('toSavingsAccountId')) {
-          <mat-form-field appearance="outline">
-            <mat-label>{{ 'labels.inputs.Transfer to Savings' | translate }}</mat-label>
-            <mat-select required formControlName="toSavingsAccountId">
-              @for (account of savingsAccountsData; track account) {
-                <mat-option [value]="account.id">
-                  {{ account.accountNo }}
-                </mat-option>
-              }
-            </mat-select>
-            @if (paymentForm.controls.toSavingsAccountId?.hasError('required')) {
-              <mat-error>
-                {{ 'labels.inputs.Transfer to savings account' | translate }} {{ 'labels.commons.is' | translate }}
-                <strong>{{ 'labels.commons.required' | translate }}</strong>
-              </mat-error>
-            }
-          </mat-form-field>
-        }
-
-        @if (paymentForm.contains('transferDescription')) {
-          <mat-form-field appearance="outline">
-            <mat-label>{{ 'labels.inputs.Transfer Description' | translate }}</mat-label>
-            <input matInput formControlName="transferDescription" />
-          </mat-form-field>
-        }
-
-        <mat-form-field appearance="outline">
-          <mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
-          <textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
-        </mat-form-field>
-
-        @if (submitError) {
-          <p class="pmt__error" role="alert">
-            <fa-icon icon="times-circle" class="m-r-5"></fa-icon>
-            {{ submitError }}
-          </p>
-        }
-      </form>
-    }
-  </div>
-
-  <div mat-dialog-actions align="end" class="pmt__actions">
-    <button mat-button mat-dialog-close [disabled]="submitting">{{ 'labels.buttons.Cancel' | translate }}</button>
-    <button
-      mat-raised-button
-      color="primary"
-      [disabled]="!paymentForm?.valid || submitting || loadFailed"
-      (click)="submit()"
-    >
-      {{ submitting ? ('labels.buttons.Processing' | translate) : ('labels.buttons.Confirm' | translate) }}
-    </button>
-  </div>
-</div>

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/payment-dialog/payment-dialog.component.scss

@@ -1,296 +0,0 @@
-/**
- * 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/.
- */
-
-$navy: #0d1b2a;
-$slate: #475569;
-$muted: #64748b;
-$border: #e2e8f0;
-$soft: #f8fafc;
-$blue: #1e40af;
-$blue-soft: #eff6ff;
-$green: #166534;
-$green-soft: #f0fdf4;
-
-.pmt {
-  display: flex;
-  flex-direction: column;
-  min-height: 320px;
-  max-height: 85vh;
-  overflow: hidden;
-  margin: -24px;
-}
-
-.pmt__header {
-  display: flex;
-  align-items: flex-start;
-  gap: 14px;
-  padding: 22px 28px 18px;
-  background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 55%, #4338ca 100%);
-  color: #fff;
-  flex: 0 0 auto;
-}
-
-.pmt__header-ico {
-  width: 40px;
-  height: 40px;
-  min-width: 40px;
-  border-radius: 10px;
-  background: rgb(255 255 255 / 15%);
-  display: flex;
-  align-items: center;
-  justify-content: center;
-  font-size: 18px;
-}
-
-.pmt__title {
-  margin: 0;
-  font-size: 19px;
-  font-weight: 700;
-}
-
-.pmt__subtitle {
-  margin: 4px 0 0;
-  font-size: 12.5px;
-  color: rgb(255 255 255 / 82%);
-  line-height: 1.4;
-}
-
-.pmt__content {
-  padding: 22px 28px 8px !important;
-  overflow-y: auto;
-  flex: 1 1 auto;
-}
-
-.pmt__loading {
-  display: flex;
-  justify-content: center;
-  align-items: center;
-  min-height: 260px;
-}
-
-.pmt__stat {
-  display: flex;
-  flex-direction: column;
-  gap: 2px;
-  background: $blue-soft;
-  border: 1px solid #dbeafe;
-  border-radius: 10px;
-  padding: 12px 16px;
-  margin-bottom: 18px;
-}
-
-.pmt__stat-label {
-  font-size: 11px;
-  font-weight: 700;
-  text-transform: uppercase;
-  letter-spacing: 0.05em;
-  color: $blue;
-}
-
-.pmt__stat-value {
-  font-size: 22px;
-  font-weight: 800;
-  color: $navy;
-  font-variant-numeric: tabular-nums;
-}
-
-.pmt__date {
-  width: 100%;
-}
-
-.pmt__section-label {
-  font-size: 11.5px;
-  font-weight: 700;
-  text-transform: uppercase;
-  letter-spacing: 0.05em;
-  color: $slate;
-  margin: 4px 0 10px;
-}
-
-.pmt__options {
-  display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(190px, 1fr));
-  gap: 10px;
-  margin-bottom: 6px;
-}
-
-.pmt__option {
-  display: flex;
-  align-items: flex-start;
-  gap: 10px;
-  text-align: left;
-  background: #fff;
-  border: 1.5px solid $border;
-  border-radius: 10px;
-  padding: 12px 14px;
-  cursor: pointer;
-  font: inherit;
-  transition:
-    border-color 0.15s,
-    background 0.15s,
-    box-shadow 0.15s;
-}
-
-.pmt__option:hover {
-  border-color: #93c5fd;
-  background: $blue-soft;
-}
-
-.pmt__option--active {
-  border-color: $blue;
-  background: $blue-soft;
-  box-shadow: 0 0 0 1px $blue;
-}
-
-.pmt__option-ico {
-  width: 30px;
-  height: 30px;
-  min-width: 30px;
-  border-radius: 8px;
-  background: $soft;
-  color: $blue;
-  display: flex;
-  align-items: center;
-  justify-content: center;
-  font-size: 13px;
-}
-
-.pmt__option--active .pmt__option-ico {
-  background: $blue;
-  color: #fff;
-}
-
-.pmt__option-text {
-  display: flex;
-  flex-direction: column;
-  gap: 2px;
-}
-
-.pmt__option-title {
-  font-size: 13px;
-  font-weight: 700;
-  color: $navy;
-}
-
-.pmt__option-desc {
-  font-size: 11px;
-  color: $muted;
-  line-height: 1.35;
-}
-
-.pmt__option:focus-visible {
-  outline: 2px solid $blue;
-  outline-offset: 2px;
-}
-
-.pmt__option-check {
-  margin-left: auto;
-  color: $blue;
-  font-size: 13px;
-}
-
-.pmt__option-error {
-  color: #b91c1c;
-  font-size: 12px;
-  margin: 4px 0 14px;
-}
-
-.pmt__error {
-  display: flex;
-  align-items: flex-start;
-  gap: 4px;
-  background: #fef2f2;
-  border: 1px solid #fecaca;
-  border-radius: 8px;
-  color: #b91c1c;
-  font-size: 12.5px;
-  line-height: 1.45;
-  padding: 10px 14px;
-  margin: 4px 0 8px;
-}
-
-.pmt__hint {
-  display: flex;
-  align-items: flex-start;
-  gap: 4px;
-  background: $soft;
-  border: 1px solid $border;
-  border-radius: 8px;
-  color: $slate;
-  font-size: 12px;
-  line-height: 1.45;
-  padding: 9px 13px;
-  margin: 0 0 10px;
-}
-
-.pmt__hint--warn {
-  background: #fffbeb;
-  border-color: #fde68a;
-  color: #92400e;
-}
-
-.pmt__split {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  background: $soft;
-  border: 1px dashed #cbd5e1;
-  border-radius: 10px;
-  padding: 14px 16px 0;
-  margin: 4px 0 8px;
-  flex-wrap: wrap;
-}
-
-.pmt__split-input {
-  flex: 1 1 180px;
-  min-width: 160px;
-}
-
-.pmt__split-arrow {
-  color: $muted;
-  font-size: 14px;
-  margin-bottom: 20px;
-}
-
-.pmt__split-remainder {
-  display: flex;
-  flex-direction: column;
-  gap: 2px;
-  background: $green-soft;
-  border: 1px solid #bbf7d0;
-  border-radius: 8px;
-  padding: 8px 14px;
-  margin-bottom: 14px;
-  flex: 1 1 180px;
-  min-width: 160px;
-}
-
-.pmt__split-remainder-label {
-  font-size: 10.5px;
-  font-weight: 700;
-  text-transform: uppercase;
-  letter-spacing: 0.04em;
-  color: $green;
-}
-
-.pmt__split-remainder-value {
-  font-size: 16px;
-  font-weight: 800;
-  color: $green;
-  font-variant-numeric: tabular-nums;
-}
-
-.pmt__content mat-form-field {
-  width: 100%;
-}
-
-.pmt__actions {
-  padding: 14px 28px 20px !important;
-  border-top: 1px solid $border;
-  flex: 0 0 auto;
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/payment-dialog/payment-dialog.component.ts

@@ -1,288 +0,0 @@
-/**
- * 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, OnInit, inject } from '@angular/core';
-import {
-  MAT_DIALOG_DATA,
-  MatDialogRef,
-  MatDialogContent,
-  MatDialogActions,
-  MatDialogClose
-} from '@angular/material/dialog';
-import { CdkScrollable } from '@angular/cdk/scrolling';
-import { CdkTextareaAutosize } from '@angular/cdk/text-field';
-import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { UntypedFormBuilder, UntypedFormGroup, UntypedFormControl, ValidatorFn, Validators } from '@angular/forms';
-
-/** Custom Services */
-import { FixedDepositsService } from '../../../fixed-deposits.service';
-import { SettingsService } from 'app/settings/settings.service';
-import { Dates } from 'app/core/utils/dates';
-import { FormatNumberPipe } from '../../../../../pipes/format-number.pipe';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-
-/**
- * "Payment" dialog -- an always-available alternative to Premature Close (Active-only, no reinvest) and
- * Close (Matured-only, no partial option). Works on an FD in either state and offers a fourth choice,
- * Partial Reinvest, alongside the ones the backend's `DepositAccountOnClosureType` already had: the
- * entered amount renews on this same account, the rest transfers to a savings account picked here.
- */
-@Component({
-  selector: 'mifosx-payment-dialog',
-  templateUrl: './payment-dialog.component.html',
-  styleUrls: ['./payment-dialog.component.scss'],
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    CdkScrollable,
-    MatDialogContent,
-    MatDialogActions,
-    MatDialogClose,
-    CdkTextareaAutosize,
-    MatProgressSpinnerModule,
-    FaIconComponent,
-    FormatNumberPipe
-  ]
-})
-export class PaymentDialogComponent implements OnInit {
-  /** The `onAccountClosureId` codes each closure type is registered under on the backend. */
-  private static readonly WITHDRAW_DEPOSIT_ID = 100;
-  private static readonly TRANSFER_TO_SAVINGS_ID = 200;
-  private static readonly REINVEST_FULL_ID = 300;
-  private static readonly REINVEST_PRINCIPAL_ID = 400;
-  private static readonly PARTIAL_REINVEST_ID = 500;
-
-  private static readonly ACTION_ICONS: Record<number, string> = {
-    [PaymentDialogComponent.WITHDRAW_DEPOSIT_ID]: 'money-bill-wave',
-    [PaymentDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'wallet',
-    [PaymentDialogComponent.REINVEST_FULL_ID]: 'sync-alt',
-    [PaymentDialogComponent.REINVEST_PRINCIPAL_ID]: 'piggy-bank',
-    [PaymentDialogComponent.PARTIAL_REINVEST_ID]: 'arrows-alt-h'
-  };
-
-  private static readonly ACTION_DESCRIPTIONS: Record<number, string> = {
-    [PaymentDialogComponent.WITHDRAW_DEPOSIT_ID]: 'Pay out the full balance in cash',
-    [PaymentDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'Move the full balance to another savings account',
-    [PaymentDialogComponent.REINVEST_FULL_ID]: 'Renew the full amount, same account number',
-    [PaymentDialogComponent.REINVEST_PRINCIPAL_ID]:
-      'Renew only the principal; interest transferred to a savings account',
-    [PaymentDialogComponent.PARTIAL_REINVEST_ID]: 'Renew part of it here; transfer the rest'
-  };
-
-  dialogRef = inject<MatDialogRef<PaymentDialogComponent>>(MatDialogRef);
-  data: { accountId: number | string; accountBalance?: number; maturityDate?: any } = inject(MAT_DIALOG_DATA);
-  private formBuilder = inject(UntypedFormBuilder);
-  private fixedDepositsService = inject(FixedDepositsService);
-  private settingsService = inject(SettingsService);
-  private dateUtils = inject(Dates);
-
-  paymentForm: UntypedFormGroup;
-  /** Loaded once, on open, from the same closure template the existing Close action already uses. */
-  onAccountClosureOptions: any[] = [];
-  savingsAccountsData: any[] = [];
-  maturityAmount: number = null;
-  loadingTemplate = true;
-  loadFailed = false;
-  submitting = false;
-  submitError: string = null;
-  maxDate: Date;
-
-  ngOnInit(): void {
-    this.maxDate = this.settingsService.businessDate;
-    this.paymentForm = this.formBuilder.group({
-      closedOnDate: [
-        '',
-        Validators.required
-      ],
-      onAccountClosureId: [
-        '',
-        Validators.required
-      ],
-      note: ['']
-    });
-    this.paymentForm.get('onAccountClosureId').valueChanges.subscribe((id: number) => this.onClosureTypeChange(id));
-    // The cap depends on whether the chosen date is on or after maturity, so a date change can make an
-    // already-entered amount valid or invalid. Without this the amount keeps its verdict from the old date.
-    this.paymentForm
-      .get('closedOnDate')
-      .valueChanges.subscribe(() =>
-        this.paymentForm.get('reinvestAmount')?.updateValueAndValidity({ emitEvent: false })
-      );
-
-    this.fixedDepositsService.getFixedDepositsAccountPaymentTemplate(this.data.accountId as string).subscribe({
-      next: (response: any) => {
-        // Withdraw Deposit books cash out of the vault immediately, which isn't appropriate for a
-        // staff-triggered Payment that may run well before or after the actual counter transaction --
-        // Transfer to Savings or a Reinvest option covers every real case instead.
-        this.onAccountClosureOptions = (response.onAccountClosureOptions ?? []).filter(
-          (option: any) => option.id !== PaymentDialogComponent.WITHDRAW_DEPOSIT_ID
-        );
-        this.savingsAccountsData = response.savingsAccounts ?? [];
-        this.maturityAmount = response.maturityAmount;
-        this.loadingTemplate = false;
-      },
-      // Without this the spinner would run forever on a failed load, leaving Cancel as the only way out
-      // and no indication of why the form never appeared.
-      error: () => {
-        this.loadingTemplate = false;
-        this.loadFailed = true;
-      }
-    });
-  }
-
-  /**
-   * The amount being split, and the bound the entered partial amount is checked against.
-   * <p>
-   * The server derives this from the account's balance AFTER it posts interest up to the chosen date, so which figure
-   * matches depends on that date. On or after maturity it posts the remaining full-rate interest, landing on the
-   * maturity amount. Before maturity it posts penalty-aware interest instead, which lands somewhere between the current
-   * balance and the maturity amount -- unknowable here, so the current balance is used as a floor that can never accept
-   * an amount the server would reject, and {@link remainderIsApproximate} tells the user the transfer will be larger.
-   */
-  get reinvestCap(): number | null {
-    if (this.processingOnOrAfterMaturity) {
-      return this.maturityAmount ?? this.data.accountBalance ?? null;
-    }
-    return this.data.accountBalance ?? this.maturityAmount ?? null;
-  }
-
-  /** Whether the chosen closure date is on or after the deposit's maturity date. */
-  private get processingOnOrAfterMaturity(): boolean {
-    const chosen = this.paymentForm?.get('closedOnDate')?.value;
-    if (!chosen || !this.data.maturityDate) {
-      return false;
-    }
-    return this.toTime(chosen) >= this.toTime(this.data.maturityDate);
-  }
-
-  /** Dates arrive here either as a Date from the picker or as the API's [yyyy, mm, dd] array. */
-  private toTime(value: any): number {
-    if (value instanceof Date) {
-      return new Date(value.getFullYear(), value.getMonth(), value.getDate()).getTime();
-    }
-    if (Array.isArray(value)) {
-      const [
-        year,
-        month,
-        day
-      ] = value;
-      return new Date(year, (month ?? 1) - 1, day ?? 1).getTime();
-    }
-    return new Date(value).getTime();
-  }
-
-  /** True when the cap is the pre-maturity balance, so the figures shown are a floor rather than exact. */
-  get remainderIsApproximate(): boolean {
-    return !this.processingOnOrAfterMaturity;
-  }
-
-  iconFor(id: number): string {
-    return PaymentDialogComponent.ACTION_ICONS[id] ?? 'circle';
-  }
-
-  descriptionFor(id: number): string {
-    return PaymentDialogComponent.ACTION_DESCRIPTIONS[id] ?? '';
-  }
-
-  selectClosureType(id: number): void {
-    this.paymentForm.get('onAccountClosureId').setValue(id);
-    this.paymentForm.get('onAccountClosureId').markAsTouched();
-  }
-
-  /** Adds/removes the destination-account and partial-amount controls to match what the chosen type needs. */
-  private onClosureTypeChange(id: number): void {
-    const needsDestinationAccount =
-      id === PaymentDialogComponent.TRANSFER_TO_SAVINGS_ID ||
-      id === PaymentDialogComponent.PARTIAL_REINVEST_ID ||
-      id === PaymentDialogComponent.REINVEST_PRINCIPAL_ID;
-    if (needsDestinationAccount) {
-      if (!this.paymentForm.contains('toSavingsAccountId')) {
-        this.paymentForm.addControl('toSavingsAccountId', new UntypedFormControl('', Validators.required));
-        this.paymentForm.addControl('transferDescription', new UntypedFormControl(''));
-      }
-    } else {
-      this.paymentForm.removeControl('toSavingsAccountId');
-      this.paymentForm.removeControl('transferDescription');
-    }
-
-    if (id === PaymentDialogComponent.PARTIAL_REINVEST_ID) {
-      if (!this.paymentForm.contains('reinvestAmount')) {
-        this.paymentForm.addControl(
-          'reinvestAmount',
-          new UntypedFormControl('', [
-            Validators.required,
-            Validators.min(0.01),
-            this.belowMaturityAmountValidator()
-          ])
-        );
-      }
-    } else {
-      this.paymentForm.removeControl('reinvestAmount');
-    }
-  }
-
-  /** Mirrors the backend's own `0 < reinvestAmount < accountBalance` rule, so a bad amount fails before submit. */
-  private belowMaturityAmountValidator(): ValidatorFn {
-    return (control) => {
-      const cap = Number(this.reinvestCap);
-      if (!cap || control.value === null || control.value === '') {
-        return null;
-      }
-      return Number(control.value) >= cap ? { belowMaturityAmount: true } : null;
-    };
-  }
-
-  get isPartialReinvest(): boolean {
-    return this.paymentForm?.get('onAccountClosureId')?.value === PaymentDialogComponent.PARTIAL_REINVEST_ID;
-  }
-
-  /** True when the chosen action needs a destination account but the customer has none to pick. */
-  get noDestinationAccounts(): boolean {
-    return (
-      !this.loadingTemplate && this.paymentForm?.contains('toSavingsAccountId') && this.savingsAccountsData.length === 0
-    );
-  }
-
-  /** What leaves this FD when the entered partial amount is kept behind; null until both figures are known. */
-  get remainderAmount(): number | null {
-    const reinvestAmount = this.paymentForm?.get('reinvestAmount')?.value;
-    if (!this.isPartialReinvest || reinvestAmount === null || reinvestAmount === '' || !this.reinvestCap) {
-      return null;
-    }
-    return Number(this.reinvestCap) - Number(reinvestAmount);
-  }
-
-  submit(): void {
-    const formValue = { ...this.paymentForm.value };
-    const locale = this.settingsService.language.code;
-    const dateFormat = this.settingsService.dateFormat;
-    if (formValue.closedOnDate instanceof Date) {
-      formValue.closedOnDate = this.dateUtils.formatDate(formValue.closedOnDate, dateFormat);
-    }
-    const data = { ...formValue, dateFormat, locale };
-    this.submitting = true;
-    this.submitError = null;
-    this.fixedDepositsService
-      .executeFixedDepositsAccountCommand(this.data.accountId as string, 'payment', data)
-      .subscribe({
-        next: () => {
-          this.dialogRef.close({ confirm: true });
-        },
-        // Keep the dialog open with the entered values and say what went wrong, rather than leaving a
-        // permanently disabled Confirm behind whatever modal the global interceptor threw up.
-        error: (error: any) => {
-          this.submitting = false;
-          this.submitError =
-            error?.error?.defaultUserMessage ??
-            error?.error?.errors?.[0]?.defaultUserMessage ??
-            'This payment could not be processed. Please review the details and try again.';
-        }
-      });
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/fixed-deposit-account-view.component.html

@@ -37,7 +37,7 @@
           <span class="fd-hero__meta-item">
             <span class="fd-hero__meta-label">{{ 'labels.inputs.Account Number' | translate }}</span>
             <mifosx-account-number
-              accountNo="{{ fixedDepositsAccountData.fdAccountNumber || fixedDepositsAccountData.accountNo }}"
+              accountNo="{{ fixedDepositsAccountData.accountNo }}"
               display="left"
             ></mifosx-account-number>
           </span>
@@ -79,16 +79,6 @@
 
     <!-- Action menu (kebab) -->
     <div class="fd-hero__actions">
-      @if (!fixedDepositsAccountData.status.rejected && !fixedDepositsAccountData.status.submittedAndPendingApproval) {
-        <button
-          mat-icon-button
-          matTooltip="Print Certificate"
-          (click)="printCertificate()"
-          aria-label="Print certificate"
-        >
-          <fa-icon icon="print"></fa-icon>
-        </button>
-      }
       <button mat-icon-button [matMenuTriggerFor]="accountMenu" aria-label="Account actions" yPosition="below">
         <fa-icon icon="ellipsis-v"></fa-icon>
       </button>
@@ -230,19 +220,6 @@
         <span>{{ 'labels.inputs.Transactions' | translate }}</span>
       </a>
     }
-    @if (fixedDepositsAccountData.renewalHistory?.length) {
-      <a
-        mat-tab-link
-        class="fd-tab"
-        [routerLink]="['./renewal-history']"
-        routerLinkActive
-        #renewalHistory="routerLinkActive"
-        [active]="renewalHistory.isActive"
-      >
-        <fa-icon icon="history" class="fd-tab__ic"></fa-icon>
-        <span>{{ 'labels.inputs.Renewal History' | translate }}</span>
-      </a>
-    }
     <a
       mat-tab-link
       class="fd-tab"

src/app/deposits/fixed-deposits/fixed-deposit-account-view/fixed-deposit-account-view.component.ts

@@ -16,8 +16,6 @@ import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/conf
 import { CalculateInterestDialogComponent } from './custom-dialogs/calculate-interest-dialog/calculate-interest-dialog.component';
 import { PostInterestDialogComponent } from './custom-dialogs/post-interest-dialog/post-interest-dialog.component';
 import { ToggleWithholdTaxDialogComponent } from './custom-dialogs/toggle-withhold-tax-dialog/toggle-withhold-tax-dialog.component';
-import { PaymentDialogComponent } from './custom-dialogs/payment-dialog/payment-dialog.component';
-import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
 
 /** Custom Button Config. */
 import { FixedDepositsButtonsConfiguration } from './fixed-deposits-buttons.config';
@@ -100,7 +98,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
     'Post Interest': 'interest',
     'Enable Withhold Tax': 'interest',
     'Disable Withhold Tax': 'interest',
-    Payment: 'transact',
     'Premature Close': 'danger',
     'Undo Activation': 'admin',
     Close: 'danger',
@@ -124,7 +121,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
     'Post Interest': 'percentage',
     'Enable Withhold Tax': 'percentage',
     'Disable Withhold Tax': 'percentage',
-    Payment: 'sync-alt',
     'Premature Close': 'times-circle',
     'Undo Activation': 'undo',
     Close: 'times-circle',
@@ -264,35 +260,9 @@ export class FixedDepositAccountViewComponent implements OnInit {
       case 'Terminate':
         this.terminateFixedDepositsAccount();
         break;
-      case 'Payment':
-        this.openPaymentDialog();
-        break;
     }
   }
 
-  /**
-   * Opens the Payment action -- unlike Premature Close/Close, works whether the account is Active or
-   * Matured, and is the only place a Partial Reinvest can be done.
-   */
-  private openPaymentDialog(): void {
-    const paymentDialogRef = this.dialog.open(PaymentDialogComponent, {
-      width: '640px',
-      maxWidth: '95vw',
-      data: {
-        accountId: this.fixedDepositsAccountData.id,
-        // The server bounds a partial reinvest by the balance AFTER it posts interest to the chosen date,
-        // so the dialog needs both figures plus the maturity date to know which one that will be.
-        accountBalance: this.fixedDepositsAccountData.summary?.accountBalance,
-        maturityDate: this.fixedDepositsAccountData.maturityDate
-      }
-    });
-    paymentDialogRef.afterClosed().subscribe((response: any) => {
-      if (response?.confirm) {
-        this.reload();
-      }
-    });
-  }
-
   /**
    * Deletes Fixed Deposits Account.
    */
@@ -388,20 +358,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
     });
   }
 
-  /**
-   * Opens a printable deposit certificate for this account.
-   */
-  printCertificate() {
-    this.dialog.open(DepositCertificateDialogComponent, {
-      width: '900px',
-      data: {
-        accountType: 'FD',
-        accountData: this.fixedDepositsAccountData,
-        clientId: this.fixedDepositsAccountData.clientId
-      }
-    });
-  }
-
   /**
    * Disables withhold tax for fixed deposits account
    * Fixed deposits endpoint is not supported so using Savings endpoint.

src/app/deposits/fixed-deposits/fixed-deposit-account-view/fixed-deposits-buttons.config.ts

@@ -116,9 +116,6 @@ export class FixedDepositsButtonsConfiguration {
           },
           {
             name: 'Add Charge'
-          },
-          {
-            name: 'Payment'
           }
         ];
         break;

src/app/deposits/fixed-deposits/fixed-deposit-account-view/general-tab/general-tab.component.html

@@ -83,22 +83,6 @@
             }}</span>
           </div>
         }
-        @if (fixedDepositsAccountData.reinvestedFromAccountNo) {
-          <div class="nx-row">
-            <span class="nx-row__label">{{ 'labels.inputs.Reinvested From' | translate }}</span>
-            <span class="nx-row__value">
-              <a [routerLink]="reinvestedFromLink">{{ fixedDepositsAccountData.reinvestedFromAccountNo }}</a>
-            </span>
-          </div>
-        }
-        @if (fixedDepositsAccountData.reinvestedIntoAccountNo) {
-          <div class="nx-row">
-            <span class="nx-row__label">{{ 'labels.inputs.Reinvested Into' | translate }}</span>
-            <span class="nx-row__value">
-              <a [routerLink]="reinvestedIntoLink">{{ fixedDepositsAccountData.reinvestedIntoAccountNo }}</a>
-            </span>
-          </div>
-        }
       </div>
     </div>
 
@@ -167,36 +151,11 @@
             </span>
           </div>
           <div class="nx-row">
-            <span class="nx-row__label">
-              {{
-                (isSpecialFixedDeposit
-                  ? 'labels.inputs.Principal Returned at Maturity'
-                  : 'labels.inputs.Maturity Amount'
-                ) | translate
-              }}
-            </span>
-            <span class="nx-row__value nx-row__value--amount" [class.nx-row__value--positive]="!isSpecialFixedDeposit">
+            <span class="nx-row__label">{{ 'labels.inputs.Maturity Amount' | translate }}</span>
+            <span class="nx-row__value nx-row__value--amount nx-row__value--positive">
               {{ fixedDepositsAccountData.maturityAmount | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
             </span>
           </div>
-          @if (isSpecialFixedDeposit && nextInterestPayout !== null) {
-            <div class="nx-row">
-              <span class="nx-row__label">{{ 'labels.inputs.Next Interest Payout' | translate }}</span>
-              <span class="nx-row__value nx-row__value--amount nx-row__value--positive">
-                {{ nextInterestPayout | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
-              </span>
-            </div>
-          }
-          @if (isSpecialFixedDeposit && totalValueAtMaturity !== null) {
-            <div class="nx-row">
-              <span class="nx-row__label">{{
-                'labels.inputs.Total Value at Maturity (Principal + Interest)' | translate
-              }}</span>
-              <span class="nx-row__value nx-row__value--amount nx-row__value--positive">
-                {{ totalValueAtMaturity | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
-              </span>
-            </div>
-          }
           @if (fixedDepositsAccountData.summary.totalDeposits) {
             <div class="nx-row">
               <span class="nx-row__label">{{ 'labels.inputs.Total Deposits' | translate }}</span>
@@ -246,63 +205,13 @@
             </span>
           </div>
           <div class="nx-row">
-            <span class="nx-row__label">
-              {{
-                (isSpecialFixedDeposit
-                  ? 'labels.inputs.Principal Returned at Maturity'
-                  : 'labels.inputs.Maturity Amount'
-                ) | translate
-              }}
-            </span>
+            <span class="nx-row__label">{{ 'labels.inputs.Maturity Amount' | translate }}</span>
             <span class="nx-row__value nx-row__value--amount">
               {{ fixedDepositsAccountData.maturityAmount | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
             </span>
           </div>
-          @if (isSpecialFixedDeposit && nextInterestPayout !== null) {
-            <div class="nx-row">
-              <span class="nx-row__label">{{ 'labels.inputs.Next Interest Payout' | translate }}</span>
-              <span class="nx-row__value nx-row__value--amount nx-row__value--positive">
-                {{ nextInterestPayout | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
-              </span>
-            </div>
-          }
-          @if (isSpecialFixedDeposit && totalValueAtMaturity !== null) {
-            <div class="nx-row">
-              <span class="nx-row__label">{{
-                'labels.inputs.Total Value at Maturity (Principal + Interest)' | translate
-              }}</span>
-              <span class="nx-row__value nx-row__value--amount nx-row__value--positive">
-                {{ totalValueAtMaturity | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
-              </span>
-            </div>
-          }
         </div>
       </div>
     }
   </div>
 </div>
-
-@if (isSpecialFixedDeposit && projectedInterestSchedule.length) {
-  <div class="nx-card gt-schedule">
-    <div class="nx-card__head">
-      <span class="nx-card__ico"><fa-icon icon="calendar-alt"></fa-icon></span>
-      <h3 class="nx-card__title">{{ 'labels.heading.Monthly Interest Payout Schedule' | translate }}</h3>
-    </div>
-    <div class="nx-card__body gt-schedule__body">
-      <div class="nx-row">
-        <span class="nx-row__label">{{ 'labels.inputs.Total Interest Payable' | translate }}</span>
-        <span class="nx-row__value nx-row__value--amount nx-row__value--positive">
-          {{ totalProjectedInterest | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
-        </span>
-      </div>
-      <div class="nx-row">
-        <span class="nx-row__label">{{ 'labels.inputs.Periods Paid So Far' | translate }}</span>
-        <span class="nx-row__value">{{ paidPeriodsCount }} / {{ projectedInterestSchedule.length }}</span>
-      </div>
-      <button mat-stroked-button color="primary" class="gt-schedule__view-btn" (click)="openInterestSchedule()">
-        <fa-icon icon="table" class="m-r-5"></fa-icon>
-        {{ 'labels.buttons.View Full Schedule' | translate }}
-      </button>
-    </div>
-  </div>
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/general-tab/general-tab.component.scss

@@ -118,13 +118,3 @@ $soft: #f8fafc;
   font-weight: 500;
   font-style: italic;
 }
-
-/* ─── Monthly Interest Payout Schedule summary (FD Special only) ─────── */
-.gt-schedule {
-  margin-top: 16px;
-
-  &__view-btn {
-    width: 100%;
-    margin-top: 8px;
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/general-tab/general-tab.component.ts

@@ -8,14 +8,12 @@
 
 import { Component, inject } from '@angular/core';
 import { ActivatedRoute, Router } from '@angular/router';
-import { MatDialog } from '@angular/material/dialog';
 import { Currency } from 'app/shared/models/general.model';
 import { CurrencyPipe } from '@angular/common';
 import { ExternalIdentifierComponent } from '../../../../shared/external-identifier/external-identifier.component';
 import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { InterestScheduleDialogComponent } from '../custom-dialogs/interest-schedule-dialog/interest-schedule-dialog.component';
 
 @Component({
   selector: 'mifosx-general-tab',
@@ -32,7 +30,6 @@ import { InterestScheduleDialogComponent } from '../custom-dialogs/interest-sche
 export class GeneralTabComponent {
   private route = inject(ActivatedRoute);
   private router = inject(Router);
-  private dialog = inject(MatDialog);
 
   fixedDepositsAccountData: any;
   entityType: string;
@@ -51,79 +48,4 @@ export class GeneralTabComponent {
       this.entityType = 'Center';
     }
   }
-
-  /**
-   * A reinvested FD always keeps the same client/group/center as the account it came from, so the
-   * counterpart account's view page sits at the same route -- only the account-id segment differs.
-   */
-  private siblingAccountLink(targetAccountId: number): string | null {
-    const segments = this.router.url.split('?')[0].split('/').filter(Boolean);
-    const idx = segments.indexOf('fixed-deposits-accounts');
-    if (idx === -1) return null;
-    return '/' + segments.slice(0, idx + 1).join('/') + '/' + targetAccountId + '/general';
-  }
-
-  get reinvestedFromLink(): string | null {
-    const id = this.fixedDepositsAccountData?.reinvestedFromAccountId;
-    return id ? this.siblingAccountLink(id) : null;
-  }
-
-  get reinvestedIntoLink(): string | null {
-    const id = this.fixedDepositsAccountData?.reinvestedIntoAccountId;
-    return id ? this.siblingAccountLink(id) : null;
-  }
-
-  /** FD Special never compounds -- every month's interest is transferred out to the linked savings
-   * account instead of growing this account's own balance, so its "Maturity Amount" is just the
-   * principal, not principal-plus-interest (see FixedDepositAccount#updateMaturityDateAndAmount).
-   */
-  get isSpecialFixedDeposit(): boolean {
-    return this.fixedDepositsAccountData?.fdType === 'SPECIAL';
-  }
-
-  /** Real, engine-computed period-by-period interest schedule for FD Special (see FixedDepositAccountsApiResource#retrieveOne). */
-  get projectedInterestSchedule(): Array<{ fromDate: any; toDate: any; interestAmount: number; paid: boolean }> {
-    return this.fixedDepositsAccountData?.projectedInterestSchedule ?? [];
-  }
-
-  get paidPeriodsCount(): number {
-    return this.projectedInterestSchedule.filter((period) => period.paid).length;
-  }
-
-  /** Opens the full month-wise schedule in a popup rather than always inline -- a 24+ month term makes
-   * for a long table that would otherwise push every other card on this tab down the page. */
-  openInterestSchedule(): void {
-    this.dialog.open(InterestScheduleDialogComponent, {
-      width: '680px',
-      data: {
-        schedule: this.projectedInterestSchedule,
-        currencyCode: this.currency?.code
-      }
-    });
-  }
-
-  /** Backend-computed sum of the schedule (see FixedDepositAccountsApiResource#retrieveOne) -- the single
-   * source of truth, not a client-side re-sum of the schedule array. */
-  get totalProjectedInterest(): number | null {
-    return this.fixedDepositsAccountData?.totalProjectedInterest ?? null;
-  }
-
-  /**
-   * The first NOT-YET-PAID period's real amount -- not just index 0, which would keep showing an
-   * already-posted-and-transferred period's amount as "next" forever once the account has any real
-   * history. Deliberately has NO rate/12 fallback: that would quietly present an inaccurate money figure
-   * as if it were the real one. If the schedule is missing, or every period is already paid, the row is
-   * hidden instead.
-   */
-  get nextInterestPayout(): number | null {
-    return this.projectedInterestSchedule.find((period) => !period.paid)?.interestAmount ?? null;
-  }
-
-  /** What the customer ends up with overall across the FD's whole life: the principal returned by the FD
-   * itself at maturity, PLUS every month's interest already paid out to the linked savings account along
-   * the way. Backend-computed (see FixedDepositAccountsApiResource#retrieveOne), same as maturityAmount
-   * itself, rather than derived here from the schedule array. */
-  get totalValueAtMaturity(): number | null {
-    return this.fixedDepositsAccountData?.totalValueAtMaturity ?? null;
-  }
 }

src/app/deposits/fixed-deposits/fixed-deposit-account-view/interest-rate-chart-tab/interest-rate-chart-tab.component.html

@@ -36,17 +36,6 @@
         <td mat-cell *matCellDef="let chartSlab">{{ chartSlab.annualInterestRate | formatNumber }} %</td>
       </ng-container>
 
-      <ng-container matColumnDef="seniorCitizen">
-        <th mat-header-cell *matHeaderCellDef><fa-icon icon="user-shield" class="m-r-5"></fa-icon>Senior Citizen</th>
-        <td mat-cell *matCellDef="let chartSlab">
-          {{
-            chartSlab.seniorCitizenRate !== null && chartSlab.seniorCitizenRate !== undefined
-              ? (chartSlab.seniorCitizenRate | formatNumber) + ' %'
-              : '-'
-          }}
-        </td>
-      </ng-container>
-
       <ng-container matColumnDef="description">
         <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Description' | translate }}</th>
         <td mat-cell *matCellDef="let chartSlab">{{ chartSlab.description }}</td>

src/app/deposits/fixed-deposits/fixed-deposit-account-view/interest-rate-chart-tab/interest-rate-chart-tab.component.ts

@@ -71,7 +71,6 @@ export class InterestRateChartTabComponent {
     'period',
     'amountRange',
     'interest',
-    'seniorCitizen',
     'description',
     'actions'
   ];

src/app/deposits/fixed-deposits/fixed-deposit-account-view/renewal-history-tab/renewal-history-tab.component.html

@@ -1,139 +0,0 @@
-<!--
-  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="rh-container">
-  @if (renewalHistory.length) {
-    <!-- ─── Summary strip ──────────────────────────────────────────── -->
-    <div class="rh-summary">
-      <div class="rh-summary__item">
-        <span class="rh-summary__label">FD Number</span>
-        <span class="rh-summary__value">{{ fdNumber }}</span>
-      </div>
-      <div class="rh-summary__item">
-        <span class="rh-summary__label">Terms So Far</span>
-        <span class="rh-summary__value">{{ renewalHistory.length }}</span>
-      </div>
-      <div class="rh-summary__item">
-        <span class="rh-summary__label">Original Principal</span>
-        <span class="rh-summary__value">{{ originalPrincipal | currency: currency.code : 'symbol-narrow' }}</span>
-      </div>
-      <div class="rh-summary__item rh-summary__item--highlight">
-        <span class="rh-summary__label">Current Value</span>
-        <span class="rh-summary__value">{{ currentValue | currency: currency.code : 'symbol-narrow' }}</span>
-      </div>
-      <div class="rh-summary__item rh-summary__item--positive">
-        <span class="rh-summary__label">Lifetime Interest</span>
-        <span class="rh-summary__value">{{ lifetimeInterestEarned | currency: currency.code : 'symbol-narrow' }}</span>
-      </div>
-    </div>
-
-    <!-- ─── Vertical timeline ──────────────────────────────────────── -->
-    <div class="rh-timeline">
-      @for (
-        term of renewalHistory;
-        track term.historyid ?? term.accountid + '-' + term.renewalcycleno;
-        let last = $last
-      ) {
-        <div class="rh-node">
-          <div class="rh-node__rail">
-            <span class="rh-node__dot" [class.rh-node__dot--active]="term.renewalstatus === 'ACTIVE'">
-              @if (term.renewalstatus === 'ACTIVE') {
-                <span class="rh-node__pulse"></span>
-              }
-            </span>
-            @if (!last) {
-              <span class="rh-node__line"></span>
-            }
-          </div>
-
-          <div class="rh-card" [class.rh-card--active]="term.renewalstatus === 'ACTIVE'">
-            <div class="rh-card__head">
-              <div class="rh-card__title-group">
-                <h4 class="rh-card__title">
-                  {{ term.renewalcycleno === 0 ? 'Original Term' : 'Renewal ' + term.renewalcycleno }}
-                </h4>
-                <span class="rh-badge" [class.rh-badge--active]="term.renewalstatus === 'ACTIVE'">
-                  <fa-icon [icon]="term.renewalstatus === 'ACTIVE' ? 'check-circle' : 'clock'"></fa-icon>
-                  {{ term.renewalstatus === 'ACTIVE' ? 'Active' : 'Matured' }}
-                </span>
-                @if (renewalTypeLabel(term)) {
-                  <span class="rh-tag">
-                    <fa-icon [icon]="renewalTypeIcon(term)"></fa-icon>
-                    {{ renewalTypeLabel(term) }}
-                  </span>
-                }
-              </div>
-              <button type="button" class="rh-chart-btn" (click)="openRateChart(term)">
-                <fa-icon icon="table"></fa-icon>
-                View Rate Chart
-              </button>
-            </div>
-
-            <div class="rh-card__period">
-              <fa-icon icon="calendar-alt" class="rh-card__period-ico"></fa-icon>
-              <span>{{ term.activatedondate | dateFormat }}</span>
-              <fa-icon icon="arrow-right" class="rh-card__period-arrow"></fa-icon>
-              <span>{{ term.maturitydate | dateFormat }}</span>
-              @if (tenureLabel(term)) {
-                <span class="rh-card__tenure">({{ tenureLabel(term) }})</span>
-              }
-            </div>
-
-            <div class="rh-stats">
-              <div class="rh-stat">
-                <span class="rh-stat__label">Principal</span>
-                <span class="rh-stat__value">{{ term.depositamount | currency: currency.code : 'symbol-narrow' }}</span>
-              </div>
-              <div class="rh-stat">
-                <span class="rh-stat__label">Rate</span>
-                <span class="rh-stat__value">{{ term.interestrate }}%</span>
-              </div>
-              <div class="rh-stat">
-                <span class="rh-stat__label">{{
-                  term.renewalstatus === 'ACTIVE' ? 'Interest So Far' : 'Interest Earned'
-                }}</span>
-                <span class="rh-stat__value rh-stat__value--positive">
-                  {{
-                    term.interestearned === null || term.interestearned === undefined
-                      ? '—'
-                      : (term.interestearned | currency: currency.code : 'symbol-narrow')
-                  }}
-                </span>
-              </div>
-              <div class="rh-stat rh-stat--highlight">
-                <span class="rh-stat__label">{{
-                  term.maturedamount === null || term.maturedamount === undefined ? 'Projected Maturity' : 'Matured At'
-                }}</span>
-                <span class="rh-stat__value">
-                  {{ maturityFor(term) | currency: currency.code : 'symbol-narrow' }}
-                </span>
-              </div>
-            </div>
-
-            <div class="rh-card__foot">
-              <fa-icon icon="info-circle" class="rh-card__foot-ico"></fa-icon>
-              <span>
-                Ledger account:
-                @if (term.accountid === fixedDepositsAccountData.id) {
-                  <strong>{{ term.accountno }}</strong>
-                } @else {
-                  <a [routerLink]="siblingLink(term.accountid)">{{ term.accountno }}</a>
-                }
-              </span>
-            </div>
-          </div>
-        </div>
-      }
-    </div>
-  } @else {
-    <div class="rh-empty">
-      <fa-icon icon="history" class="rh-empty__icon"></fa-icon>
-      <p class="rh-empty__text">{{ 'labels.messages.No Renewal History Available' | translate }}</p>
-    </div>
-  }
-</div>

src/app/deposits/fixed-deposits/fixed-deposit-account-view/renewal-history-tab/renewal-history-tab.component.scss

@@ -1,364 +0,0 @@
-/**
- * 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/.
- */
-
-$navy: #0d1b2a;
-$slate: #475569;
-$muted: #64748b;
-$border: #e2e8f0;
-$soft: #f8fafc;
-$positive: #047857;
-$positive-soft: #ecfdf5;
-$accent: #2563eb;
-$accent-soft: #eff6ff;
-
-.rh-container {
-  max-width: 860px;
-  margin: 0 auto;
-  padding: 4px 0 24px;
-}
-
-/* ─── Summary strip ─────────────────────────────────────────────────── */
-.rh-summary {
-  display: grid;
-  grid-template-columns: repeat(5, minmax(0, 1fr));
-  gap: 1px;
-  background: $border;
-  border: 1px solid $border;
-  border-radius: 14px;
-  overflow: hidden;
-  margin-bottom: 28px;
-  box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
-
-  &__item {
-    display: flex;
-    flex-direction: column;
-    gap: 4px;
-    padding: 14px 16px;
-    background: #fff;
-  }
-
-  &__label {
-    font-size: 10.5px;
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-    font-size: 15px;
-    font-weight: 700;
-    color: $navy;
-    font-variant-numeric: tabular-nums;
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-  &__item--highlight {
-    background: $accent-soft;
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-    .rh-summary__value {
-      color: $accent;
-    }
-  }
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-  &__item--positive {
-    background: $positive-soft;
-
-    .rh-summary__value {
-      color: $positive;
-    }
-  }
-}
-
-@media (width <= 720px) {
-  .rh-summary {
-    grid-template-columns: repeat(2, minmax(0, 1fr));
-  }
-}
-
-/* ─── Timeline rail ──────────────────────────────────────────────────── */
-.rh-timeline {
-  display: flex;
-  flex-direction: column;
-}
-
-.rh-node {
-  display: flex;
-  gap: 18px;
-}
-
-.rh-node__rail {
-  flex: none;
-  width: 20px;
-  display: flex;
-  flex-direction: column;
-  align-items: center;
-}
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-.rh-node__dot {
-  position: relative;
-  width: 16px;
-  height: 16px;
-  margin-top: 22px;
-  border-radius: 50%;
-  background: #cbd5e1;
-  border: 3px solid #fff;
-  box-shadow: 0 0 0 2px #cbd5e1;
-  flex: none;
-
-  &--active {
-    background: $positive;
-    box-shadow: 0 0 0 2px $positive;
-  }
-}
-
-.rh-node__pulse {
-  position: absolute;
-  inset: -6px;
-  border-radius: 50%;
-  border: 2px solid $positive;
-  opacity: 0.6;
-  animation: rh-pulse 1.8s ease-out infinite;
-}
-
-@keyframes rh-pulse {
-  0% {
-    transform: scale(0.6);
-    opacity: 0.7;
-  }
-
-  100% {
-    transform: scale(1.6);
-    opacity: 0;
-  }
-}
-
-.rh-node__line {
-  flex: 1;
-  width: 2px;
-  min-height: 24px;
-  background: $border;
-  margin: 4px 0;
-}
-
-/* ─── Term card ──────────────────────────────────────────────────────── */
-.rh-card {
-  flex: 1;
-  min-width: 0;
-  background: #fff;
-  border: 1px solid $border;
-  border-radius: 14px;
-  box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
-  padding: 16px 18px;
-  margin-bottom: 20px;
-  transition: box-shadow 0.15s ease;
-
-  &--active {
-    border-color: rgb(4 120 87 / 20%);
-    box-shadow: 0 2px 10px rgb(4 120 87 / 8%);
-  }
-
-  &:hover {
-    box-shadow: 0 4px 14px rgb(15 23 42 / 8%);
-  }
-
-  &__head {
-    display: flex;
-    align-items: flex-start;
-    justify-content: space-between;
-    gap: 12px;
-    flex-wrap: wrap;
-  }
-
-  &__title-group {
-    display: flex;
-    align-items: center;
-    gap: 8px;
-    flex-wrap: wrap;
-  }
-
-  &__title {
-    margin: 0;
-    font-size: 15px;
-    font-weight: 700;
-    color: $navy;
-  }
-
-  &__period {
-    display: flex;
-    align-items: center;
-    gap: 8px;
-    margin-top: 8px;
-    font-size: 12.5px;
-    color: $slate;
-    font-weight: 500;
-
-    &-ico {
-      color: $muted;
-      font-size: 11px;
-    }
-
-    &-arrow {
-      color: $muted;
-      font-size: 10px;
-    }
-  }
-
-  &__tenure {
-    color: $muted;
-    font-weight: 400;
-  }
-
-  &__foot {
-    display: flex;
-    align-items: center;
-    gap: 6px;
-    margin-top: 12px;
-    padding-top: 10px;
-    border-top: 1px dashed $border;
-    font-size: 11.5px;
-    color: $muted;
-
-    &-ico {
-      font-size: 10px;
-    }
-
-    a {
-      color: $accent;
-      font-weight: 600;
-      text-decoration: none;
-
-      &:hover {
-        text-decoration: underline;
-      }
-    }
-  }
-}
-
-/* ─── Status badge / auto-renewed tag ───────────────────────────────── */
-.rh-badge {
-  display: inline-flex;
-  align-items: center;
-  gap: 5px;
-  padding: 2px 9px;
-  border-radius: 999px;
-  background: $soft;
-  color: $muted;
-  font-size: 10.5px;
-  font-weight: 700;
-  letter-spacing: 0.02em;
-  text-transform: uppercase;
-
-  &--active {
-    background: $positive-soft;
-    color: $positive;
-  }
-}
-
-.rh-tag {
-  display: inline-flex;
-  align-items: center;
-  gap: 5px;
-  padding: 2px 9px;
-  border-radius: 999px;
-  background: $accent-soft;
-  color: $accent;
-  font-size: 10.5px;
-  font-weight: 600;
-}
-
-/* ─── View Rate Chart button ─────────────────────────────────────────── */
-.rh-chart-btn {
-  display: inline-flex;
-  align-items: center;
-  gap: 7px;
-  padding: 6px 14px;
-  border: 1px solid $border;
-  border-radius: 999px;
-  background: #fff;
-  color: $accent;
-  font-size: 12px;
-  font-weight: 600;
-  cursor: pointer;
-  transition: all 0.15s ease;
-  white-space: nowrap;
-
-  &:hover {
-    background: $accent-soft;
-    border-color: $accent;
-  }
-}
-
-/* ─── Stat grid ──────────────────────────────────────────────────────── */
-.rh-stats {
-  display: grid;
-  grid-template-columns: repeat(4, minmax(0, 1fr));
-  gap: 10px;
-  margin-top: 14px;
-}
-
-@media (width <= 640px) {
-  .rh-stats {
-    grid-template-columns: repeat(2, minmax(0, 1fr));
-  }
-}
-
-.rh-stat {
-  display: flex;
-  flex-direction: column;
-  gap: 3px;
-  padding: 9px 12px;
-  background: $soft;
-  border-radius: 10px;
-
-  &__label {
-    font-size: 10px;
-    font-weight: 600;
-    color: $muted;
-    text-transform: uppercase;
-    letter-spacing: 0.03em;
-  }
-
-  &__value {
-    font-size: 13.5px;
-    font-weight: 700;
-    color: $navy;
-    font-variant-numeric: tabular-nums;
-
-    &--positive {
-      color: $positive;
-    }
-  }
-
-  &--highlight {
-    background: $accent-soft;
-
-    .rh-stat__value {
-      color: $accent;
-    }
-  }
-}
-
-/* ─── Empty state ────────────────────────────────────────────────────── */
-.rh-empty {
-  display: flex;
-  flex-direction: column;
-  align-items: center;
-  gap: 10px;
-  padding: 64px 16px;
-  color: $muted;
-
-  &__icon {
-    font-size: 30px;
-    opacity: 0.4;
-  }
-
-  &__text {
-    margin: 0;
-    font-size: 13px;
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/renewal-history-tab/renewal-history-tab.component.ts

@@ -1,235 +0,0 @@
-/**
- * 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 { MatDialog } from '@angular/material/dialog';
-import { Currency } from 'app/shared/models/general.model';
-import { CurrencyPipe } from '@angular/common';
-import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { ProductsService } from 'app/products/products.service';
-import { TermRateChartDialogComponent } from './term-rate-chart-dialog/term-rate-chart-dialog.component';
-
-/**
- * Every term of one FD, oldest first, as a vertical timeline -- one card per renewal cycle. Its own tab
- * rather than a card on General, since a long-lived FD can carry many terms and each one's full detail
- * (dates, rate, principal, interest, and its own rate chart) needs real room to read comfortably.
- */
-@Component({
-  selector: 'mifosx-renewal-history-tab',
-  templateUrl: './renewal-history-tab.component.html',
-  styleUrls: ['./renewal-history-tab.component.scss'],
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    FaIconComponent,
-    CurrencyPipe,
-    DateFormatPipe
-  ]
-})
-export class RenewalHistoryTabComponent implements OnInit {
-  private route = inject(ActivatedRoute);
-  private router = inject(Router);
-  private dialog = inject(MatDialog);
-  private productsService = inject(ProductsService);
-
-  fixedDepositsAccountData: any;
-  currency: Currency;
-
-  /**
-   * The bank's currently published senior-citizen premium per tenure band, for this FD's type. Fetched once
-   * from the same CBS Base Interest Rates screen staff maintain, so a term's rate-chart popup can show the
-   * premium alongside the standard rate -- neither the account's own chart snapshot nor the archived history
-   * carries a senior-citizen column, since that concept only exists on the base rate master.
-   */
-  private activeBaseSlabs: any[] = [];
-
-  constructor() {
-    this.route.parent.data.subscribe((data: { fixedDepositsAccountData: any }) => {
-      this.fixedDepositsAccountData = data.fixedDepositsAccountData;
-      this.currency = this.fixedDepositsAccountData.currency;
-    });
-  }
-
-  ngOnInit(): void {
-    const fdType = this.fixedDepositsAccountData?.fdType;
-    if (!fdType) {
-      return;
-    }
-    this.productsService.getFdBaseInterestRates(fdType).subscribe({
-      next: (rates: any[]) => {
-        const active = (rates || []).find((r: any) => r.isActive);
-        this.activeBaseSlabs = active?.slabs ?? [];
-      },
-      error: () => {}
-    });
-  }
-
-  /**
-   * The published senior-citizen rate for a tenure band, matched by period type and range against the active
-   * base rate card. Returns null when nothing matches (no published base version for this FD type, or this
-   * particular band isn't on it, or the matching band simply carries no premium) -- displayed as a blank
-   * rather than a misleading zero.
-   */
-  private seniorCitizenRateFor(periodTypeEnum: number, fromPeriod: number, toPeriod: number | null): number | null {
-    const match = this.activeBaseSlabs.find(
-      (s) =>
-        s.periodTypeEnum === periodTypeEnum &&
-        s.fromPeriod === fromPeriod &&
-        (s.toPeriod ?? null) === (toPeriod ?? null)
-    );
-    return match?.seniorCitizenRate > 0 ? match.seniorCitizenRate : null;
-  }
-
-  /**
-   * A reinvested FD always keeps the same client/group/center as the account it came from, so the
-   * counterpart account's view page sits at the same route -- only the account-id segment differs.
-   */
-  private siblingAccountLink(targetAccountId: number): string | null {
-    const segments = this.router.url.split('?')[0].split('/').filter(Boolean);
-    const idx = segments.indexOf('fixed-deposits-accounts');
-    if (idx === -1) return null;
-    return '/' + segments.slice(0, idx + 1).join('/') + '/' + targetAccountId + '/general';
-  }
-
-  siblingLink(targetAccountId: number): string | null {
-    return this.siblingAccountLink(targetAccountId);
-  }
-
-  /**
-   * Every term of this FD, oldest first, as resolved by the backend. Keys are lower-cased because they
-   * arrive straight from the SQL result-set column labels.
-   */
-  get renewalHistory(): any[] {
-    return this.fixedDepositsAccountData?.renewalHistory ?? [];
-  }
-
-  get fdNumber(): string {
-    return this.fixedDepositsAccountData?.fdAccountNumber ?? this.fixedDepositsAccountData?.accountNo;
-  }
-
-  /** The very first term's opening principal -- what the customer originally deposited. */
-  get originalPrincipal(): number | null {
-    return this.renewalHistory[0]?.depositamount ?? null;
-  }
-
-  /** The latest term's settled or projected value -- what the FD is worth right now. */
-  get currentValue(): number | null {
-    const latest = this.renewalHistory[this.renewalHistory.length - 1];
-    return latest ? this.maturityFor(latest) : null;
-  }
-
-  /**
-   * Total interest earned across every term, settled terms plus the running term's interest-to-date. Null
-   * only when there is nothing to sum, so the summary strip can tell "no data yet" apart from "zero".
-   */
-  get lifetimeInterestEarned(): number | null {
-    if (!this.renewalHistory.length) {
-      return null;
-    }
-    let total = 0;
-    for (const term of this.renewalHistory) {
-      if (term.interestearned != null) {
-        total += Number(term.interestearned);
-      } else {
-        const projected = this.maturityFor(term);
-        if (projected != null && term.depositamount != null) {
-          total += Number(projected) - Number(term.depositamount);
-        }
-      }
-    }
-    return total;
-  }
-
-  /**
-   * A term's settled maturity amount, or its projection while it is still running. Resolved here rather
-   * than inline so the choice isn't left to operator precedence between `??` and the currency pipe.
-   */
-  maturityFor(term: any): number | null {
-    return term?.maturedamount ?? term?.projectedmaturityamount ?? null;
-  }
-
-  /** periodTypeEnum values as archived -- same encoding as SavingsPeriodFrequencyType (DAYS=0 ... YEARS=3). */
-  private static readonly PERIOD_TYPE_LABELS: Record<number, string> = {
-    0: 'Days',
-    1: 'Weeks',
-    2: 'Months',
-    3: 'Years'
-  };
-
-  /** "10 Years" rather than a bare number, using the same period-type encoding the archived charts use. */
-  tenureLabel(term: any): string {
-    if (term?.tenure == null) {
-      return '';
-    }
-    const unit = RenewalHistoryTabComponent.PERIOD_TYPE_LABELS[term.tenurefrequencyenum] ?? '';
-    return unit ? `${term.tenure} ${unit}` : `${term.tenure}`;
-  }
-
-  /** How the renewal happened, for display as a small tag -- null when the term hasn't renewed (yet). */
-  renewalTypeLabel(term: any): string | null {
-    if (term?.renewaltype === 'AUTO') return 'Auto-Renewed';
-    if (term?.renewaltype === 'MANUAL') return 'Renewed by Staff';
-    return null;
-  }
-
-  renewalTypeIcon(term: any): string {
-    return term?.renewaltype === 'MANUAL' ? 'user-cog' : 'robot';
-  }
-
-  /**
-   * The rate-by-tenure chart for one term of this FD's history, normalised to one shape regardless of source.
-   *
-   * A term's chart is only archived once it closes via an in-place renewal, so the term still running has no
-   * archived rows -- for that one term (recognisable as the one matching this account's own id), the
-   * account's own live chart is shown instead, since it is the same data. The two sources use different key
-   * casing and represent the period type differently (a raw enum int here, an expanded {value} object on the
-   * live chart), which this maps into one consistent shape the dialog can render without knowing which source
-   * it came from.
-   */
-  private chartSlabsFor(term: any): any[] {
-    const raw = term?.chartSlabs?.length
-      ? term.chartSlabs
-      : term?.accountid === this.fixedDepositsAccountData?.id
-        ? (this.fixedDepositsAccountData?.accountChart?.chartSlabs ?? [])
-        : [];
-    return raw.map((slab: any) => {
-      const periodTypeEnum = slab.periodType?.id ?? slab.periodtypeenum;
-      const fromPeriod = slab.fromperiod ?? slab.fromPeriod;
-      const toPeriod = slab.toperiod ?? slab.toPeriod;
-      // The archived/live row's own senior_citizen_rate is the true figure as published when this term
-      // was actually priced -- preferred whenever present. The live lookup against today's base rate
-      // card is only a fallback, for the currently-running term (not archived yet) or an older archive
-      // row written before that column existed -- flagged as such so the dialog can say so.
-      const persistedSeniorRate = slab.seniorcitizenrate ?? slab.seniorCitizenRate ?? null;
-      return {
-        description: slab.description,
-        fromPeriod,
-        toPeriod,
-        periodTypeLabel: slab.periodType?.value ?? RenewalHistoryTabComponent.PERIOD_TYPE_LABELS[periodTypeEnum] ?? '',
-        annualInterestRate: slab.annualinterestrate ?? slab.annualInterestRate,
-        seniorCitizenRate:
-          persistedSeniorRate ?? this.seniorCitizenRateFor(periodTypeEnum, fromPeriod, toPeriod ?? null),
-        seniorCitizenRateIsLive: persistedSeniorRate == null
-      };
-    });
-  }
-
-  /** Opens the full rate chart for one term in a popup, rather than pushing every later term down the page. */
-  openRateChart(term: any): void {
-    this.dialog.open(TermRateChartDialogComponent, {
-      width: '560px',
-      data: {
-        term,
-        slabs: this.chartSlabsFor(term),
-        isSeniorCitizen: !!this.fixedDepositsAccountData?.isSeniorCitizen
-      }
-    });
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/renewal-history-tab/term-rate-chart-dialog/term-rate-chart-dialog.component.html

@@ -1,77 +0,0 @@
-<!--
-  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="trc-dialog">
-  <h2 mat-dialog-title class="trc-header">
-    <span class="trc-header__icon"><fa-icon icon="table"></fa-icon></span>
-    <span class="trc-header__text">
-      <span class="trc-header__title">{{ termLabel }} — Rate Chart</span>
-      <span class="trc-header__sub"
-        >{{ term.activatedondate | dateFormat }} → {{ term.maturitydate | dateFormat }}</span
-      >
-    </span>
-  </h2>
-
-  <div mat-dialog-content class="trc-content">
-    @if (slabs.length) {
-      <table class="trc-table">
-        <thead>
-          <tr>
-            <th>Description</th>
-            <th>Tenure</th>
-            <th class="trc-table__rate-col">Rate</th>
-            <th class="trc-table__rate-col">
-              <fa-icon icon="user-shield" class="trc-table__sc-ico"></fa-icon>
-              Senior Citizen
-            </th>
-          </tr>
-        </thead>
-        <tbody>
-          @for (slab of slabs; track $index) {
-            <tr [class.trc-table__row--applied]="isAppliedSlab(slab) || isAppliedSeniorSlab(slab)">
-              <td>{{ slab.description }}</td>
-              <td>{{ slab.fromPeriod }} – {{ slab.toPeriod || '∞' }} {{ slab.periodTypeLabel }}</td>
-              <td class="trc-table__rate-col">
-                {{ slab.annualInterestRate }}%
-                @if (isAppliedSlab(slab)) {
-                  <span class="trc-applied-badge">Applied</span>
-                }
-              </td>
-              <td class="trc-table__rate-col trc-table__sc-col">
-                {{
-                  slab.seniorCitizenRate !== null && slab.seniorCitizenRate !== undefined
-                    ? slab.seniorCitizenRate + '%'
-                    : '—'
-                }}
-                @if (isAppliedSeniorSlab(slab)) {
-                  <span class="trc-applied-badge">Applied</span>
-                }
-              </td>
-            </tr>
-          }
-        </tbody>
-      </table>
-      @if (hasLiveSeniorRate) {
-        <p class="trc-note">
-          <fa-icon icon="info-circle"></fa-icon>
-          Senior citizen rate for this term wasn't recorded at the time; the figure shown is today's published rate, for
-          reference.
-        </p>
-      }
-    } @else {
-      <div class="trc-empty">
-        <fa-icon icon="info-circle" class="trc-empty__icon"></fa-icon>
-        <p>No rate chart was archived for this term.</p>
-      </div>
-    }
-  </div>
-
-  <div mat-dialog-actions align="end" class="trc-actions">
-    <button mat-button mat-dialog-close>{{ 'labels.buttons.Close' | translate }}</button>
-  </div>
-</div>

src/app/deposits/fixed-deposits/fixed-deposit-account-view/renewal-history-tab/term-rate-chart-dialog/term-rate-chart-dialog.component.scss

@@ -1,159 +0,0 @@
-/**
- * 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/.
- */
-
-$navy: #0d1b2a;
-$slate: #475569;
-$muted: #64748b;
-$border: #e2e8f0;
-$soft: #f8fafc;
-$positive: #047857;
-$positive-soft: #ecfdf5;
-
-$accent: #b8860b;
-
-.trc-dialog {
-  min-width: 420px;
-  max-width: 540px;
-}
-
-.trc-header {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  margin: 0 0 4px;
-
-  &__icon {
-    flex: none;
-    width: 38px;
-    height: 38px;
-    display: inline-flex;
-    align-items: center;
-    justify-content: center;
-    border-radius: 10px;
-    background: linear-gradient(135deg, #3b82f6 0%, #1e40af 100%);
-    color: #fff;
-    font-size: 15px;
-  }
-
-  &__text {
-    display: flex;
-    flex-direction: column;
-    min-width: 0;
-  }
-
-  &__title {
-    font-size: 15px;
-    font-weight: 700;
-    color: $navy;
-    line-height: 1.3;
-  }
-
-  &__sub {
-    font-size: 12px;
-    color: $muted;
-    font-weight: 500;
-  }
-}
-
-.trc-content {
-  padding-top: 4px;
-}
-
-.trc-table {
-  width: 100%;
-  border-collapse: collapse;
-  font-size: 13px;
-
-  th {
-    padding: 8px 10px;
-    background: $soft;
-    color: $muted;
-    font-weight: 600;
-    text-align: left;
-    border-bottom: 1px solid $border;
-  }
-
-  td {
-    padding: 9px 10px;
-    color: $slate;
-    border-bottom: 1px solid $border;
-    font-variant-numeric: tabular-nums;
-  }
-
-  &__rate-col {
-    text-align: right;
-  }
-
-  &__row--applied {
-    background: $positive-soft;
-
-    td {
-      color: $positive;
-      font-weight: 700;
-    }
-  }
-
-  &__sc-ico {
-    color: $accent;
-    margin-right: 4px;
-  }
-
-  &__sc-col {
-    color: $accent;
-    font-weight: 600;
-  }
-}
-
-.trc-applied-badge {
-  display: inline-block;
-  margin-left: 6px;
-  padding: 1px 7px;
-  border-radius: 10px;
-  background: $positive;
-  color: #fff;
-  font-size: 9.5px;
-  font-weight: 700;
-  letter-spacing: 0.03em;
-  text-transform: uppercase;
-  vertical-align: middle;
-}
-
-.trc-note {
-  display: flex;
-  align-items: flex-start;
-  gap: 6px;
-  margin: 10px 2px 0;
-  color: $muted;
-  font-size: 11px;
-  font-style: italic;
-  line-height: 1.4;
-}
-
-.trc-empty {
-  display: flex;
-  flex-direction: column;
-  align-items: center;
-  gap: 8px;
-  padding: 32px 8px;
-  color: $muted;
-  text-align: center;
-
-  &__icon {
-    font-size: 22px;
-    opacity: 0.5;
-  }
-
-  p {
-    margin: 0;
-    font-size: 13px;
-  }
-}
-
-.trc-actions {
-  padding-top: 6px;
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/renewal-history-tab/term-rate-chart-dialog/term-rate-chart-dialog.component.ts

@@ -1,93 +0,0 @@
-/**
- * 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, inject } from '@angular/core';
-import {
-  MAT_DIALOG_DATA,
-  MatDialogRef,
-  MatDialogTitle,
-  MatDialogContent,
-  MatDialogActions,
-  MatDialogClose
-} from '@angular/material/dialog';
-import { MatButton } from '@angular/material/button';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-
-/**
- * The full rate-by-tenure chart one term of an FD was priced on, in a popup rather than inline in the
- * timeline: a chart can run to several tenure bands, and showing it in place would push every later term
- * down the page every time one is opened.
- */
-@Component({
-  selector: 'mifosx-term-rate-chart-dialog',
-  templateUrl: './term-rate-chart-dialog.component.html',
-  styleUrls: ['./term-rate-chart-dialog.component.scss'],
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    MatDialogTitle,
-    MatDialogContent,
-    MatDialogActions,
-    MatDialogClose,
-    MatButton,
-    FaIconComponent
-  ]
-})
-export class TermRateChartDialogComponent {
-  dialogRef = inject<MatDialogRef<TermRateChartDialogComponent>>(MatDialogRef);
-  data = inject(MAT_DIALOG_DATA);
-
-  get term(): any {
-    return this.data.term;
-  }
-
-  get slabs(): any[] {
-    return this.data.slabs ?? [];
-  }
-
-  get termLabel(): string {
-    return this.term?.renewalcycleno === 0 ? 'Original Term' : 'Renewal ' + this.term?.renewalcycleno;
-  }
-
-  /** Whether the DEPOSITOR (not just the tenure band) was a senior citizen for this term. */
-  get isSeniorCitizen(): boolean {
-    return !!this.data.isSeniorCitizen;
-  }
-
-  /**
-   * True when at least one senior-citizen figure shown is a live lookup against today's base rate card rather than the
-   * true rate persisted for this specific term -- only possible for the currently-running term (not archived yet) or an
-   * older archive row that predates the persisted column. Drives whether the disclaimer note is shown at all.
-   */
-  get hasLiveSeniorRate(): boolean {
-    return this.slabs.some((s) => s.seniorCitizenRateIsLive && s.seniorCitizenRate != null);
-  }
-
-  /**
-   * True for the STANDARD-rate cell that was actually applied to this term. Never true for a senior-citizen
-   * term, since that term was priced off the senior column instead -- see {@link isAppliedSeniorSlab}.
-   * Compared as numbers since one side arrives as a string from the currency-agnostic archive row.
-   */
-  isAppliedSlab(slab: any): boolean {
-    return (
-      !this.isSeniorCitizen &&
-      this.term?.interestrate != null &&
-      Number(slab.annualInterestRate) === Number(this.term.interestrate)
-    );
-  }
-
-  /** True for the SENIOR-CITIZEN cell that was actually applied, for a term held by a senior-citizen depositor. */
-  isAppliedSeniorSlab(slab: any): boolean {
-    return (
-      this.isSeniorCitizen &&
-      slab.seniorCitizenRate != null &&
-      this.term?.interestrate != null &&
-      Number(slab.seniorCitizenRate) === Number(this.term.interestrate)
-    );
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/transactions-tab/transactions-tab.component.html

@@ -36,11 +36,7 @@
           [ngClass]="savingsTransactionColor(transaction)"
           (click)="showTransactions(transaction)"
         >
-          @if (transaction.isRenewalEvent) {
-            <fa-icon icon="sync-alt" class="txn-tab__renewal-ico"></fa-icon>
-          } @else {
-            {{ transaction.id }}
-          }
+          {{ transaction.id }}
         </td>
       </ng-container>
 
@@ -76,13 +72,7 @@
           [ngClass]="savingsTransactionColor(transaction)"
           (click)="showTransactions(transaction)"
         >
-          {{
-            transaction.isRenewalEvent
-              ? '—'
-              : isDebit(transaction.transactionType)
-                ? (transaction.amount | formatNumber)
-                : 'N/A'
-          }}
+          {{ isDebit(transaction.transactionType) ? (transaction.amount | formatNumber) : 'N/A' }}
         </td>
       </ng-container>
 
@@ -94,13 +84,7 @@
           [ngClass]="savingsTransactionColor(transaction)"
           (click)="showTransactions(transaction)"
         >
-          {{
-            transaction.isRenewalEvent
-              ? '—'
-              : !isDebit(transaction.transactionType)
-                ? (transaction.amount | formatNumber)
-                : 'N/A'
-          }}
+          {{ !isDebit(transaction.transactionType) ? (transaction.amount | formatNumber) : 'N/A' }}
         </td>
       </ng-container>
 
@@ -112,40 +96,36 @@
           [ngClass]="savingsTransactionColor(transaction)"
           (click)="showTransactions(transaction)"
         >
-          {{ transaction.isRenewalEvent ? '—' : (transaction.runningBalance | formatNumber) }}
+          {{ transaction.runningBalance | formatNumber }}
         </td>
       </ng-container>
 
       <ng-container matColumnDef="actions">
         <th mat-header-cell class="center" *matHeaderCellDef>{{ 'labels.inputs.Actions' | translate }}</th>
         <td mat-cell class="center" *matCellDef="let transaction; let idx = index">
-          @if (transaction.isRenewalEvent) {
-            <span class="txn-tab__renewal-tag">No ledger impact</span>
-          } @else {
-            <button mat-icon-button [matMenuTriggerFor]="transactionMenu" aria-label="" class="action-button">
-              <mat-icon>more_vert</mat-icon>
+          <button mat-icon-button [matMenuTriggerFor]="transactionMenu" aria-label="" class="action-button">
+            <mat-icon>more_vert</mat-icon>
+          </button>
+          <mat-menu #transactionMenu="matMenu">
+            <button mat-menu-item (click)="showTransactions(transaction)">
+              <mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
+              <span>{{ 'labels.text.View Transaction' | translate }}</span>
             </button>
-            <mat-menu #transactionMenu="matMenu">
-              <button mat-menu-item (click)="showTransactions(transaction)">
-                <mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
-                <span>{{ 'labels.text.View Transaction' | translate }}</span>
+            @if (!isFirstTransaction(idx)) {
+              <button mat-menu-item (click)="undoTransaction(transaction)">
+                <mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
+                <span>{{ 'tooltips.Undo Transaction' | translate }}</span>
               </button>
-              @if (!isFirstTransaction(idx)) {
-                <button mat-menu-item (click)="undoTransaction(transaction)">
-                  <mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
-                  <span>{{ 'tooltips.Undo Transaction' | translate }}</span>
-                </button>
-              }
-              <button
-                mat-menu-item
-                (click)="routeEdit($event)"
-                [routerLink]="['/', 'journal-entry', 'view', 'S' + transaction.id]"
-              >
-                <mat-icon><fa-icon icon="table-cells" size="sm"></fa-icon></mat-icon>
-                <span>{{ 'tooltips.View Journal Entries' | translate }}</span>
-              </button>
-            </mat-menu>
-          }
+            }
+            <button
+              mat-menu-item
+              (click)="routeEdit($event)"
+              [routerLink]="['/', 'journal-entry', 'view', 'S' + transaction.id]"
+            >
+              <mat-icon><fa-icon icon="table-cells" size="sm"></fa-icon></mat-icon>
+              <span>{{ 'tooltips.View Journal Entries' | translate }}</span>
+            </button>
+          </mat-menu>
         </td>
       </ng-container>
 

src/app/deposits/fixed-deposits/fixed-deposit-account-view/transactions-tab/transactions-tab.component.scss

@@ -97,32 +97,4 @@ table {
     color: $muted;
     font-style: italic;
   }
-
-  .mat-mdc-cell.renewal-marker {
-    background: #eff6ff;
-    color: $blue;
-    font-style: italic;
-    cursor: default;
-  }
-
-  .mat-mdc-row:has(.renewal-marker):hover {
-    background: #eff6ff;
-    cursor: default;
-  }
-}
-
-.txn-tab__renewal-ico {
-  color: $blue;
-}
-
-.txn-tab__renewal-tag {
-  display: inline-block;
-  padding: 2px 8px;
-  border-radius: 10px;
-  background: #dbeafe;
-  color: $blue;
-  font-size: 10.5px;
-  font-weight: 700;
-  text-transform: uppercase;
-  letter-spacing: 0.04em;
 }

src/app/deposits/fixed-deposits/fixed-deposit-account-view/transactions-tab/transactions-tab.component.ts

@@ -113,71 +113,13 @@ export class TransactionsTabComponent implements OnInit {
    */
   constructor() {
     this.route.parent.data.subscribe((data: { fixedDepositsAccountData: any }) => {
-      this.transactionsData = this.withRenewalMarkers(
-        data.fixedDepositsAccountData.transactions,
-        data.fixedDepositsAccountData.renewalHistory
-      );
+      this.transactionsData = data.fixedDepositsAccountData.transactions;
       this.clientId = this.route.parent.snapshot.params['clientId'];
       this.accountId = this.route.parent.snapshot.params['fixedDepositAccountId'];
       this.status = data.fixedDepositsAccountData.status.value;
     });
   }
 
-  /**
-   * An in-place renewal moves no money -- the matured balance simply becomes the new term's opening
-   * principal -- so it posts no withdrawal, deposit, or journal entry (see
-   * DepositAccountDomainServiceJpa#handleFDAccountMaturityClosure). Without something here, a renewal
-   * would be invisible in this list even though the account's rate and term just changed. These rows
-   * are synthesized purely for display from the renewal history already loaded for the Renewal History
-   * tab -- never written anywhere, never matched against a real transaction id -- so undo, journal-entry
-   * lookup, and every real transaction's running balance stay exactly as they were.
-   */
-  private withRenewalMarkers(transactions: any[], renewalHistory: any[]): any[] {
-    const markers: any[] = (renewalHistory ?? [])
-      .filter((term: any) => term.renewalcycleno > 0)
-      .map((term: any) => {
-        const marker: any = {
-          isRenewalEvent: true,
-          id: null,
-          date: term.activatedondate,
-          amount: null,
-          runningBalance: null,
-          reversed: false,
-          transfer: null,
-          renewalCycleNo: term.renewalcycleno,
-          transactionType: {
-            value: term.renewaltype === 'MANUAL' ? 'FD Renewed (Staff)' : 'FD Auto-Renewed',
-            accrual: false,
-            withdrawal: false,
-            feeDeduction: false,
-            overdraftInterest: false,
-            withholdTax: false
-          }
-        };
-        return marker;
-      });
-    return [
-      ...(transactions ?? []),
-      ...markers
-    ].sort((a, b) => this.toEpoch(b.date) - this.toEpoch(a.date));
-  }
-
-  /** Same [yyyy, MM, dd]-or-ISO-string shape DateFormatPipe already handles, resolved to a sortable epoch. */
-  private toEpoch(value: any): number {
-    if (!value) {
-      return 0;
-    }
-    if (Array.isArray(value)) {
-      const [
-        year,
-        month,
-        day
-      ] = value;
-      return new Date(year, (month ?? 1) - 1, day ?? 1).getTime();
-    }
-    return new Date(value).getTime();
-  }
-
   ngOnInit() {
     this.hideAccrualsParam = new UntypedFormControl(false);
     this.hideReversedParam = new UntypedFormControl(false);
@@ -219,9 +161,6 @@ export class TransactionsTabComponent implements OnInit {
    * @param {any} transactionsData Transactions Data
    */
   showTransactions(transactionsData: any) {
-    if (transactionsData.isRenewalEvent) {
-      return;
-    }
     if (transactionsData.transfer) {
       this.router.navigate([`account-transfers/account-transfers/${transactionsData.transfer.id}`], {
         relativeTo: this.route
@@ -252,10 +191,7 @@ export class TransactionsTabComponent implements OnInit {
     this.dataSource.sort = this.sort;
   }
 
-  savingsTransactionColor(transaction: any): string {
-    if (transaction.isRenewalEvent) {
-      return 'renewal-marker';
-    }
+  savingsTransactionColor(transaction: SavingsAccountTransaction): string {
     if (transaction.reversed) {
       return 'strike';
     } else if (transaction.transfer) {

src/app/deposits/fixed-deposits/fixed-deposits-routing.module.ts

@@ -31,7 +31,6 @@ import { FixedDepositsAccountActionsResolver } from './common-resolvers/fixed-de
 import { FixedDepositsAccountTemplateResolver } from './common-resolvers/fixed-deposit-account-template.resolver';
 import { FixedDepositsAccountAndTemplateResolver } from './common-resolvers/fixed-deposit-account-and-template.resolver';
 import { GeneralTabComponent } from './fixed-deposit-account-view/general-tab/general-tab.component';
-import { RenewalHistoryTabComponent } from './fixed-deposit-account-view/renewal-history-tab/renewal-history-tab.component';
 import { AccountNomineesTabComponent } from 'app/shared/account-nominees-tab/account-nominees-tab.component';
 
 const routes: Routes = [
@@ -81,15 +80,6 @@ const routes: Routes = [
                   routeParamBreadcrumb: false
                 }
               },
-              {
-                path: 'renewal-history',
-                component: RenewalHistoryTabComponent,
-                data: {
-                  title: 'Fixed Deposit Account Renewal History',
-                  breadcrumb: 'Renewal History',
-                  routeParamBreadcrumb: false
-                }
-              },
               {
                 path: 'transactions',
                 component: TransactionsTabComponent,

src/app/deposits/fixed-deposits/fixed-deposits.service.ts

@@ -87,17 +87,6 @@ export class FixedDepositsService {
     return this.http.get(`/fixeddepositaccounts/${accountId}/template`, { params: httpParams });
   }
 
-  /**
-   * Template for the Payment action. Same shape as the closure template, but its `onAccountClosureOptions` also
-   * include Partial Re-Invest, which the closure commands exclude because only Payment implements it.
-   * @param {string} accountId Fixed Deposits Account Id
-   * @returns {Observable<any>}
-   */
-  getFixedDepositsAccountPaymentTemplate(accountId: string): Observable<any> {
-    const httpParams = new HttpParams().set('command', 'payment');
-    return this.http.get(`/fixeddepositaccounts/${accountId}/template`, { params: httpParams });
-  }
-
   /**
    * @param {string} accountId Fixed Deposits Account Id
    * @returns {Observable<any>}

src/app/deposits/recurring-deposits/create-recurring-deposits-account/create-recurring-deposits-account.component.html

@@ -33,7 +33,6 @@
         <mifosx-recurring-deposits-account-details-step
           [recurringDepositsAccountTemplate]="recurringDepositsAccountTemplate"
           (recurringDepositsAccountProductTemplate)="setTemplate($event)"
-          [externalLinkedAccountId]="recurringDepositsAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
         >
         </mifosx-recurring-deposits-account-details-step>
 
@@ -112,40 +111,7 @@
       </div>
     </mat-tab>
 
-    <!-- Tab 4: Terms -->
-    <mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
-      <ng-template mat-tab-label>
-        <fa-icon icon="file-alt" class="cra-tab__icon"></fa-icon>
-        Terms
-      </ng-template>
-      <div class="cra-tab-body">
-        @if (recurringDepositsAccountProductTemplate) {
-          <mifosx-recurring-deposits-account-maturity-terms-step
-            [recurringDepositsAccountTemplate]="recurringDepositsAccountTemplate"
-            [recurringDepositsAccountProductTemplate]="recurringDepositsAccountProductTemplate"
-            [linkedSavingsAccountId]="
-              recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
-                ? recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.id
-                : null
-            "
-          ></mifosx-recurring-deposits-account-maturity-terms-step>
-        }
-
-        <div class="cra-actions">
-          <button mat-stroked-button (click)="prev()">
-            <fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
-            {{ 'labels.buttons.Previous' | translate }}
-          </button>
-          <span class="cra-actions__spacer"></span>
-          <button mat-raised-button color="primary" (click)="next()">
-            {{ 'labels.buttons.Next' | translate }}
-            <fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
-          </button>
-        </div>
-      </div>
-    </mat-tab>
-
-    <!-- Tab 5: Preview -->
+    <!-- Tab 4: Preview -->
     <mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
       <ng-template mat-tab-label>
         <fa-icon icon="eye" class="cra-tab__icon"></fa-icon>
@@ -166,7 +132,6 @@
             [rdDaysInYear]="rdDaysInYear"
             [rdAppliedRate]="rdAppliedRate"
             [rdIsSeniorCitizen]="rdIsSeniorCitizen"
-            [closureSettings]="recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}"
             [hideButtons]="true"
             (submitEvent)="submit()"
           >

src/app/deposits/recurring-deposits/create-recurring-deposits-account/create-recurring-deposits-account.component.ts

@@ -24,7 +24,6 @@ import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { RecurringDepositsAccountCurrencyStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-currency-step/recurring-deposits-account-currency-step.component';
 import { RecurringDepositsAccountInterestRateChartStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-interest-rate-chart-step/recurring-deposits-account-interest-rate-chart-step.component';
 import { RecurringDepositsAccountPreviewStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component';
-import { RecurringDepositsAccountMaturityTermsStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
 /**
@@ -41,7 +40,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
     RecurringDepositsAccountDetailsStepComponent,
     RecurringDepositsAccountCurrencyStepComponent,
     RecurringDepositsAccountInterestRateChartStepComponent,
-    RecurringDepositsAccountMaturityTermsStepComponent,
     RecurringDepositsAccountPreviewStepComponent
   ]
 })
@@ -63,12 +61,6 @@ export class CreateRecurringDepositsAccountComponent {
   @ViewChild(RecurringDepositsAccountInterestRateChartStepComponent)
   recurringDepositsAccountChartStep: RecurringDepositsAccountInterestRateChartStepComponent;
 
-  @ViewChild(RecurringDepositsAccountPreviewStepComponent)
-  recurringDepositsAccountPreviewStep: RecurringDepositsAccountPreviewStepComponent;
-
-  @ViewChild(RecurringDepositsAccountMaturityTermsStepComponent)
-  recurringDepositsAccountMaturityTermsStep: RecurringDepositsAccountMaturityTermsStepComponent;
-
   /** Recurring Deposits Account Template */
   recurringDepositsAccountTemplate: any;
   /** Recurring Deposit Account Product Template */
@@ -76,7 +68,7 @@ export class CreateRecurringDepositsAccountComponent {
   /** Currently visible wizard tab (0-indexed). */
   selectedTabIndex = 0;
   /** Total wizard tabs — Product, Currency, Chart, Preview. */
-  private readonly totalTabs = 5;
+  private readonly totalTabs = 4;
   /** Active CBS base interest rate versions */
   cbsBaseRates: any[] = [];
   /** Selected tenure value and frequency from calculator */
@@ -266,7 +258,6 @@ export class CreateRecurringDepositsAccountComponent {
       ...details,
       ...terms,
       ...settings,
-      ...(this.recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}),
       ...productDefaults,
       clientId: this.recurringDepositsAccountTemplate.clientId,
       mandatoryRecommendedDepositAmount: pt?.minDepositAmount ?? 0,

src/app/deposits/recurring-deposits/edit-recurring-deposit-account/edit-recurring-deposit-account.component.html

@@ -35,7 +35,6 @@
         <mifosx-recurring-deposits-account-details-step
           [recurringDepositsAccountTemplate]="recurringDepositsAccountAndTemplate"
           (recurringDepositsAccountProductTemplate)="setTemplate($event)"
-          [externalLinkedAccountId]="recurringDepositsAccountMaturityTermsStep?.selectedTransferAccount?.id ?? null"
         >
         </mifosx-recurring-deposits-account-details-step>
 
@@ -116,40 +115,7 @@
       </div>
     </mat-tab>
 
-    <!-- Tab 4: Terms -->
-    <mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
-      <ng-template mat-tab-label>
-        <fa-icon icon="file-alt" class="cra-tab__icon"></fa-icon>
-        Terms
-      </ng-template>
-      <div class="cra-tab-body">
-        @if (recurringDepositsAccountProductTemplate) {
-          <mifosx-recurring-deposits-account-maturity-terms-step
-            [recurringDepositsAccountTemplate]="recurringDepositsAccountAndTemplate"
-            [recurringDepositsAccountProductTemplate]="recurringDepositsAccountProductTemplate"
-            [linkedSavingsAccountId]="
-              recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.accountType === 'SAVINGS'
-                ? recurringDepositsAccountDetailsStep?.selectedLinkedAccount?.id
-                : null
-            "
-          ></mifosx-recurring-deposits-account-maturity-terms-step>
-        }
-
-        <div class="cra-actions">
-          <button mat-stroked-button (click)="prev()">
-            <fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
-            {{ 'labels.buttons.Previous' | translate }}
-          </button>
-          <span class="cra-actions__spacer"></span>
-          <button mat-raised-button color="primary" (click)="next()">
-            {{ 'labels.buttons.Next' | translate }}
-            <fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
-          </button>
-        </div>
-      </div>
-    </mat-tab>
-
-    <!-- Tab 5: Preview -->
+    <!-- Tab 4: Preview -->
     <mat-tab [disabled]="!recurringDepositsAccountProductTemplate">
       <ng-template mat-tab-label>
         <fa-icon icon="eye" class="cra-tab__icon"></fa-icon>
@@ -170,7 +136,6 @@
             [rdDaysInYear]="rdDaysInYear"
             [rdAppliedRate]="rdAppliedRate"
             [rdIsSeniorCitizen]="rdIsSeniorCitizen"
-            [closureSettings]="recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}"
             [hideButtons]="true"
             (submitEvent)="submit()"
           >

src/app/deposits/recurring-deposits/edit-recurring-deposit-account/edit-recurring-deposit-account.component.ts

@@ -25,7 +25,6 @@ import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { RecurringDepositsAccountCurrencyStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-currency-step/recurring-deposits-account-currency-step.component';
 import { RecurringDepositsAccountInterestRateChartStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-interest-rate-chart-step/recurring-deposits-account-interest-rate-chart-step.component';
 import { RecurringDepositsAccountPreviewStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component';
-import { RecurringDepositsAccountMaturityTermsStepComponent } from '../recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
 /**
@@ -42,7 +41,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
     RecurringDepositsAccountDetailsStepComponent,
     RecurringDepositsAccountCurrencyStepComponent,
     RecurringDepositsAccountInterestRateChartStepComponent,
-    RecurringDepositsAccountMaturityTermsStepComponent,
     RecurringDepositsAccountPreviewStepComponent
   ]
 })
@@ -65,19 +63,13 @@ export class EditRecurringDepositAccountComponent {
   @ViewChild(RecurringDepositsAccountInterestRateChartStepComponent)
   recurringDepositsAccountChartStep: RecurringDepositsAccountInterestRateChartStepComponent;
 
-  @ViewChild(RecurringDepositsAccountPreviewStepComponent)
-  recurringDepositsAccountPreviewStep: RecurringDepositsAccountPreviewStepComponent;
-
-  @ViewChild(RecurringDepositsAccountMaturityTermsStepComponent)
-  recurringDepositsAccountMaturityTermsStep: RecurringDepositsAccountMaturityTermsStepComponent;
-
   /** Full account data + template from resolver */
   recurringDepositsAccountAndTemplate: any;
   /** Product template emitted by details step */
   recurringDepositsAccountProductTemplate: any;
   /** Currently visible wizard tab (0-indexed). */
   selectedTabIndex = 0;
-  private readonly totalTabs = 5;
+  private readonly totalTabs = 4;
   /** Active CBS base interest rate versions */
   cbsBaseRates: any[] = [];
   /** Selected tenure value and frequency from calculator */
@@ -285,7 +277,6 @@ export class EditRecurringDepositAccountComponent {
       ...details,
       ...terms,
       ...settings,
-      ...(this.recurringDepositsAccountMaturityTermsStep?.closureSettings ?? {}),
       ...productDefaults,
       clientId: this.recurringDepositsAccountAndTemplate.clientId,
       mandatoryRecommendedDepositAmount: pt?.minDepositAmount ?? 0,

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-details-step/recurring-deposits-account-details-step.component.html

@@ -613,7 +613,7 @@
             <mat-form-field appearance="outline" class="soa-field">
               <mat-label>Age</mat-label>
               <input matInput [value]="clientAge !== null ? clientAge + ' years' : '—'" readonly />
-              <mat-hint>Must be below {{ minorAgeThreshold }} years</mat-hint>
+              <mat-hint>Must be below 18 years</mat-hint>
             </mat-form-field>
 
             <mat-form-field appearance="outline" class="soa-field">

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-details-step/recurring-deposits-account-details-step.component.ts

@@ -7,17 +7,7 @@
  */
 
 /** Angular Imports */
-import {
-  Component,
-  OnInit,
-  OnChanges,
-  SimpleChanges,
-  Input,
-  Output,
-  EventEmitter,
-  inject,
-  ChangeDetectorRef
-} from '@angular/core';
+import { Component, OnInit, Input, Output, EventEmitter, inject, ChangeDetectorRef } from '@angular/core';
 import { UntypedFormGroup, UntypedFormBuilder, Validators, FormsModule } from '@angular/forms';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
@@ -26,12 +16,6 @@ import { MatDialog } from '@angular/material/dialog';
 /** Custom Services */
 import { RecurringDepositsService } from '../../recurring-deposits.service';
 import { ClientsService } from 'app/clients/clients.service';
-import {
-  AGE_OF_MAJORITY,
-  MINOR_AGE_THRESHOLD,
-  isMinorAge,
-  isSeniorCitizenAge
-} from 'app/clients/shared/client-age.util';
 import { MatTooltip } from '@angular/material/tooltip';
 import { MatStepperPrevious, MatStepperNext } from '@angular/material/stepper';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
@@ -59,7 +43,7 @@ import { IntroducerSearchComponent } from 'app/shared/introducer-search/introduc
     IntroducerSearchComponent
   ]
 })
-export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnChanges {
+export class RecurringDepositsAccountDetailsStepComponent implements OnInit {
   private formBuilder = inject(UntypedFormBuilder);
   private recurringDepositsService = inject(RecurringDepositsService);
   private settingsService = inject(SettingsService);
@@ -72,10 +56,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
   /** Recurring Deposits Account Template */
   @Input() recurringDepositsAccountTemplate: any;
 
-  /** Linked-account id picked elsewhere in the wizard (e.g. the Terms step's Transfer to Savings
-   * account) -- pre-fills this card so the officer doesn't have to pick the same account twice. */
-  @Input() externalLinkedAccountId: number | null = null;
-
   /** Minimum date allowed. */
   minDate = new Date(2000, 0, 1);
   /** Maximum date allowed. */
@@ -103,16 +83,8 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
   selectedCustomerSegment: string | null = null;
 
   // ── Client info (auto-fetched) ─────────────────────────────────────────
-  /**
-   * The client's legal form ("Individual" / "Non-Individual") as captured at client creation. Customer
-   * Segment is derived from this rather than picked by hand, so an account can never disagree with the
-   * CIF about what kind of customer it belongs to.
-   */
-  clientLegalForm: string | null = null;
   clientDob: Date | null = null;
   clientAge: number | null = null;
-  /** Exposed for tooltips so the displayed rule can never drift from the applied rule. */
-  readonly minorAgeThreshold = MINOR_AGE_THRESHOLD;
   clientGender: string | null = null;
   primaryClientName = '';
   primaryClientCif = '';
@@ -226,23 +198,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
     this.dalSearch = '';
   }
 
-  ngOnChanges(changes: SimpleChanges): void {
-    if (!changes.externalLinkedAccountId || this.selectedLinkedAccount) {
-      return;
-    }
-    const id = this.externalLinkedAccountId;
-    if (!id) return;
-    const savings = this.dalAllSavings.find((a: any) => a.id === id);
-    const current = this.dalAllCurrent.find((a: any) => a.id === id);
-    if (savings) {
-      this.dalSelectedType = 'SAVINGS';
-      this.selectedLinkedAccount = savings;
-    } else if (current) {
-      this.dalSelectedType = 'CURRENT';
-      this.selectedLinkedAccount = current;
-    }
-  }
-
   private loadClientAccounts(): void {
     const clientId = String(this.recurringDepositsAccountTemplate?.clientId);
     if (!clientId) return;
@@ -351,8 +306,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
             this.autoDetectAccountStatus();
           }
         }
-        this.clientLegalForm = client?.legalForm?.value ?? client?.legalForm?.name ?? null;
-        this.applyInferredCustomerSegment();
         this.cdr.detectChanges();
       });
     }
@@ -380,16 +333,16 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
   }
 
   isTileDisabled(value: string): boolean {
-    if (value === 'MINOR') return !isMinorAge(this.clientAge);
-    if (value === 'SENIOR_CITIZEN') return !isSeniorCitizenAge(this.clientAge);
+    if (value === 'MINOR') return this.clientAge === null || this.clientAge >= 18;
+    if (value === 'SENIOR_CITIZEN') return this.clientAge === null || this.clientAge < 60;
     return false;
   }
 
   getTileTooltip(value: string): string {
-    if (value === 'MINOR' && !isMinorAge(this.clientAge)) {
-      return `Age ${this.clientAge} yrs — Minor only allowed below  years`;
+    if (value === 'MINOR' && this.clientAge !== null && this.clientAge >= 18) {
+      return `Age ${this.clientAge} yrs — Minor only allowed below 18 years`;
     }
-    if (value === 'SENIOR_CITIZEN' && !isSeniorCitizenAge(this.clientAge)) {
+    if (value === 'SENIOR_CITIZEN' && this.clientAge !== null && this.clientAge < 60) {
       return `Age ${this.clientAge} yrs — Senior Citizen only allowed at 60+ years`;
     }
     if (value === 'MINOR' && this.clientAge === null) return 'DOB not available — cannot verify age';
@@ -402,10 +355,10 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
       return;
     }
     if (this.clientAge === null) return;
-    if (isMinorAge(this.clientAge)) {
+    if (this.clientAge < 18) {
       this.selectedAccountStatus = 'MINOR';
       this.minorDob = this.clientDob;
-    } else if (isSeniorCitizenAge(this.clientAge)) {
+    } else if (this.clientAge >= 60) {
       this.selectedAccountStatus = 'SENIOR_CITIZEN';
     } else if (this.clientGender === 'female') {
       this.selectedAccountStatus = 'INDIVIDUAL_FEMALE';
@@ -457,9 +410,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
           this.customerSegmentOptions = this.extractOptions(response.customerSegmentOptions, response.customerSegment);
           this.selectedAccountType = response.accountType ?? null;
           this.selectedCustomerSegment = response.customerSegment ?? null;
-          // The product default above is only a fallback -- the client's own legal form wins. Re-applied
-          // here as well as in the client callback because the two responses can arrive in either order.
-          this.applyInferredCustomerSegment();
           this.recurringDepositsAccountProductTemplate.emit(response);
           this.fieldOfficerData = response.fieldOfficerOptions;
           this.isProductSelected = true;
@@ -576,24 +526,6 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
     return fallback ? [fallback] : [];
   }
 
-  /**
-   * Selects the Customer Segment that matches the client's legal form. The segment code values
-   * ("Individual" / "Non-Individual") are seeded to be byte-identical to the legal-form labels, so this
-   * is an exact, case-insensitive comparison on purpose -- a substring match would resolve
-   * "Non-Individual" to the "Individual" option, since one contains the other. Leaves the product
-   * default untouched when the client's form is unknown or has no matching option.
-   */
-  private applyInferredCustomerSegment(): void {
-    if (!this.clientLegalForm || !this.customerSegmentOptions.length) {
-      return;
-    }
-    const target = this.clientLegalForm.trim().toLowerCase();
-    const match = this.customerSegmentOptions.find((opt) => String(opt).trim().toLowerCase() === target);
-    if (match) {
-      this.selectedCustomerSegment = match;
-    }
-  }
-
   formatTemplateDate(value: any): string {
     if (!value) return '';
     let dateValue: Date | null = null;
@@ -732,7 +664,7 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit, OnC
     const dob = this.minorDob ?? this.clientDob;
     if (!dob) return '';
     const d = new Date(dob);
-    d.setFullYear(d.getFullYear() + AGE_OF_MAJORITY);
+    d.setFullYear(d.getFullYear() + 18);
     return this.dateUtils.formatDate(d, 'M/d/yyyy') || '';
   }
 

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-interest-rate-chart-step/recurring-deposits-account-interest-rate-chart-step.component.html

@@ -110,12 +110,12 @@
         <!-- Senior Citizen -->
         <div class="fdrc-calc-field fdrc-calc-field--senior">
           <label class="fdrc-senior-label">
-            <input type="checkbox" [ngModel]="isSeniorCitizen" [disabled]="true" />
+            <input type="checkbox" [(ngModel)]="isSeniorCitizen" (change)="onSeniorCitizenChange()" />
             <span class="fdrc-senior-text">
               <i class="fas fa-user-shield"></i>
               Senior Citizen
             </span>
-            <span class="fdrc-senior-hint">{{ seniorCitizenHint }}</span>
+            <span class="fdrc-senior-hint">Higher rate applied if available</span>
           </label>
         </div>
 

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-interest-rate-chart-step/recurring-deposits-account-interest-rate-chart-step.component.ts

@@ -6,21 +6,8 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-import {
-  Component,
-  Input,
-  OnChanges,
-  SimpleChanges,
-  ViewChild,
-  Output,
-  EventEmitter,
-  ChangeDetectorRef,
-  inject
-} from '@angular/core';
+import { Component, Input, OnChanges, SimpleChanges, ViewChild, Output, EventEmitter, inject } from '@angular/core';
 import { RecurringDepositsService } from '../../recurring-deposits.service';
-import { ClientsService } from 'app/clients/clients.service';
-import { SettingsService } from 'app/settings/settings.service';
-import { SENIOR_CITIZEN_AGE_THRESHOLD, deriveSeniorCitizenStatus } from 'app/clients/shared/client-age.util';
 import {
   MatTable,
   MatColumnDef,
@@ -155,18 +142,7 @@ export class RecurringDepositsAccountInterestRateChartStepComponent implements O
     'actions'
   ];
 
-  /**
-   * Derived from the client's own date of birth -- never staff-editable, so a client who is not
-   * actually 60+ can never be priced at the senior-citizen rate by a mis-ticked box.
-   */
   isSeniorCitizen = false;
-  readonly seniorCitizenAgeThreshold = SENIOR_CITIZEN_AGE_THRESHOLD;
-  /** Client age in completed years, or null when the DOB is unknown / the client is an entity. */
-  clientAge: number | null = null;
-  /** False for a company/entity client, which has no age and so can never qualify. */
-  clientIsIndividual = true;
-  /** True once the client lookup has come back, so the UI can explain the locked checkbox honestly. */
-  clientAgeResolved = false;
   incentivesDisplayedColumns: string[] = [
     'entityType',
     'attributeName',
@@ -196,14 +172,8 @@ export class RecurringDepositsAccountInterestRateChartStepComponent implements O
   ];
 
   private recurringDepositsService = inject(RecurringDepositsService);
-  private clientsService = inject(ClientsService);
-  private settingsService = inject(SettingsService);
-  private cdr = inject(ChangeDetectorRef);
 
   ngOnChanges(changes: SimpleChanges) {
-    if (changes['recurringDepositsAccountTemplate']) {
-      this.resolveSeniorCitizenFromClient();
-    }
     // Only reset/re-apply when the TEMPLATE or cbsBaseRates changes, NOT when initialTenure changes alone
     const templateChanged =
       changes['recurringDepositsAccountProductTemplate'] ||
@@ -231,9 +201,10 @@ export class RecurringDepositsAccountInterestRateChartStepComponent implements O
     if (this.initialTenure.depositAmount) {
       this.principalAmount = this.initialTenure.depositAmount;
     }
-    // Deliberately NOT restoring initialTenure.isSeniorCitizen: the flag is derived from the client's
-    // date of birth in resolveSeniorCitizenFromClient(). Re-applying a stored value here would carry a
-    // previously mis-set flag forward on every edit.
+    // Pre-check senior citizen if it was set during create
+    if (this.initialTenure.isSeniorCitizen) {
+      this.isSeniorCitizen = true;
+    }
     // Auto-calculate when tenure is pre-filled (edit mode)
     setTimeout(() => this.calculateRate(), 0);
   }
@@ -388,45 +359,6 @@ export class RecurringDepositsAccountInterestRateChartStepComponent implements O
     this.validationWarning = null;
   }
 
-  /**
-   * Derives the senior-citizen flag from the client's date of birth. Runs whenever the account template
-   * arrives (create and edit alike), so the flag always reflects the customer on record rather than
-   * whatever was ticked -- or previously saved -- by hand.
-   */
-  private resolveSeniorCitizenFromClient(): void {
-    const clientId = this.recurringDepositsAccountTemplate?.clientId ?? this.recurringDepositsAccountTemplate?.id;
-    if (!clientId) {
-      return;
-    }
-    this.clientsService.getClientData(String(clientId)).subscribe((client: any) => {
-      const status = deriveSeniorCitizenStatus(client, this.settingsService.businessDate);
-      this.clientAge = status.age;
-      this.clientIsIndividual = status.isIndividual;
-      this.isSeniorCitizen = status.isSeniorCitizen;
-      this.clientAgeResolved = true;
-      // Re-price against the now-known status if a tenure was already entered.
-      this.onSeniorCitizenChange();
-      this.cdr.detectChanges();
-    });
-  }
-
-  /** Explains the locked checkbox to staff, so a missing benefit never looks like a system fault. */
-  get seniorCitizenHint(): string {
-    if (!this.clientAgeResolved) {
-      return 'Determined from the client’s date of birth';
-    }
-    if (!this.clientIsIndividual) {
-      return 'Not applicable to a non-individual client';
-    }
-    if (this.clientAge === null) {
-      return 'Client has no date of birth on record';
-    }
-    if (this.isSeniorCitizen) {
-      return `Client is ${this.clientAge} years old — higher rate applied`;
-    }
-    return `Client is ${this.clientAge} — applies from age ${this.seniorCitizenAgeThreshold}`;
-  }
-
   onSeniorCitizenChange() {
     if (this.tenureValue && this.tenureValue > 0) {
       this.calculateRate();

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component.html

@@ -1,108 +0,0 @@
-<!--
-  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/.
--->
-
-<form [formGroup]="closureSettingsForm" class="layout-row-wrap gap-2px responsive-column">
-  <h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
-
-  <mat-form-field class="flex-48">
-    <mat-label>{{ 'labels.inputs.Maturity Instructions' | translate }}</mat-label>
-    <mat-select formControlName="maturityInstructionId">
-      @for (maturityInstruction of maturityInstructionOptions; track maturityInstruction) {
-        <mat-option [value]="maturityInstruction.id">
-          {{ maturityInstruction.value | translateKey: 'catalogs' }}
-        </mat-option>
-      }
-    </mat-select>
-  </mat-form-field>
-
-  @if (closureSettingsForm.contains('transferToSavingsId')) {
-    <div class="dal-card flex-98">
-      <div class="dal-card__header">
-        <div class="dal-card__header-left">
-          <div class="dal-card__icon">
-            <mat-icon>savings</mat-icon>
-          </div>
-          <div>
-            <h3 class="dal-card__title">{{ 'labels.inputs.Transfer to savings account' | translate }}</h3>
-            <span class="dal-card__sub">Maturity proceeds will be credited to this account</span>
-          </div>
-        </div>
-      </div>
-
-      <div class="dal-card__body">
-        @if (selectedTransferAccount) {
-          <div class="dal-selected">
-            <div class="dal-selected__info">
-              <span class="dal-type-badge dal-type-badge--savings">
-                <mat-icon>savings</mat-icon>
-                Savings
-              </span>
-              <div class="dal-selected__details">
-                <span class="dal-selected__accno">{{ selectedTransferAccount.accountNo }}</span>
-                <span class="dal-selected__product">{{ selectedTransferAccount.savingsProductName }}</span>
-              </div>
-              @if (selectedTransferAccount.summary?.accountBalance != null) {
-                <div class="dal-selected__balance">
-                  <span class="dal-selected__bal-label">Balance</span>
-                  <span class="dal-selected__bal-amount">
-                    {{ selectedTransferAccount.currency?.code }}
-                    {{ selectedTransferAccount.summary.accountBalance | number: '1.2-2' }}
-                  </span>
-                </div>
-              }
-            </div>
-            <button
-              mat-stroked-button
-              color="primary"
-              type="button"
-              class="dal-change-btn"
-              (click)="clearTransferAccount()"
-            >
-              <mat-icon>swap_horiz</mat-icon>
-              Change
-            </button>
-          </div>
-        } @else {
-          <mat-form-field appearance="outline" class="flex-98">
-            <mat-label>{{ 'labels.inputs.Transfer to savings account' | translate }}</mat-label>
-            <mat-select formControlName="transferToSavingsId" required>
-              @for (account of savingsAccountsData; track account) {
-                <mat-option [value]="account.id">
-                  ({{ account.accountNo }}) {{ account.savingsProductName }}
-                </mat-option>
-              }
-            </mat-select>
-            <mat-error>Transfer to savings account is required</mat-error>
-          </mat-form-field>
-        }
-      </div>
-    </div>
-  }
-
-  <mat-checkbox class="flex-98 margin-v" labelPosition="before" formControlName="preClosurePenalApplicable">
-    {{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
-  </mat-checkbox>
-
-  @if (closureSettingsForm.value.preClosurePenalApplicable) {
-    <mat-form-field class="flex-48">
-      <mat-label>{{ 'labels.inputs.Penal Interest' | translate }} (%)</mat-label>
-      <input type="number" matInput formControlName="preClosurePenalInterest" min="0" step="0.01" />
-    </mat-form-field>
-
-    <mat-form-field class="flex-48">
-      <mat-label>{{ 'labels.inputs.Period' | translate }}</mat-label>
-      <mat-select formControlName="preClosurePenalInterestOnTypeId">
-        @for (preClosurePenalInterestOnType of preClosurePenalInterestOnTypeData; track preClosurePenalInterestOnType) {
-          <mat-option [value]="preClosurePenalInterestOnType.id">
-            {{ preClosurePenalInterestOnType.value | translateKey: 'catalogs' }}
-          </mat-option>
-        }
-      </mat-select>
-    </mat-form-field>
-  }
-</form>

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component.scss

@@ -1,152 +0,0 @@
-/**
- * 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/.
- */
-
-// ── Transfer-to-Savings account card (mirrors the Deposit Account Link card) ──
-
-.dal-card {
-  margin-top: 16px;
-  border: 1px solid #e2e8f0;
-  border-radius: 12px;
-  background: #fff;
-  overflow: hidden;
-
-  &__header {
-    display: flex;
-    align-items: center;
-    gap: 14px;
-    padding: 16px 24px;
-    border-bottom: 1px solid #f1f5f9;
-    background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
-  }
-
-  &__header-left {
-    display: flex;
-    align-items: center;
-    gap: 14px;
-  }
-
-  &__icon {
-    width: 44px;
-    height: 44px;
-    border-radius: 10px;
-    background: #0ea5e9;
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    color: #fff;
-  }
-
-  &__title {
-    margin: 0;
-    font-size: 15px;
-    font-weight: 700;
-    color: #0c4a6e;
-  }
-
-  &__sub {
-    display: block;
-    font-size: 12px;
-    color: #64748b;
-    margin-top: 2px;
-  }
-
-  &__body {
-    padding: 20px 24px;
-  }
-}
-
-.dal-selected {
-  display: flex;
-  align-items: center;
-  gap: 16px;
-  padding: 16px 20px;
-  border: 2px solid #0ea5e9;
-  border-radius: 12px;
-  background: #f0f9ff;
-
-  &__info {
-    display: flex;
-    align-items: center;
-    gap: 14px;
-    flex: 1;
-    flex-wrap: wrap;
-  }
-
-  &__details {
-    display: flex;
-    flex-direction: column;
-    gap: 2px;
-    flex: 1;
-  }
-
-  &__accno {
-    font-size: 15px;
-    font-weight: 700;
-    color: #0c4a6e;
-    font-family: monospace;
-  }
-
-  &__product {
-    font-size: 12px;
-    color: #64748b;
-  }
-
-  &__balance {
-    display: flex;
-    flex-direction: column;
-    align-items: flex-end;
-    gap: 2px;
-  }
-
-  &__bal-label {
-    font-size: 10px;
-    color: #94a3b8;
-    text-transform: uppercase;
-    letter-spacing: 0.5px;
-  }
-
-  &__bal-amount {
-    font-size: 15px;
-    font-weight: 700;
-    color: #0c4a6e;
-  }
-}
-
-.dal-change-btn {
-  white-space: nowrap;
-}
-
-.dal-type-badge {
-  display: inline-flex;
-  align-items: center;
-  gap: 4px;
-  padding: 4px 12px;
-  border-radius: 999px;
-  font-size: 12px;
-  font-weight: 700;
-  white-space: nowrap;
-  background: #f1f5f9;
-  color: #475569;
-  border: 1px solid #e2e8f0;
-
-  mat-icon {
-    font-size: 14px;
-    width: 14px;
-    height: 14px;
-  }
-
-  &--savings {
-    background: #eff6ff;
-    color: #1d4ed8;
-    border-color: #bfdbfe;
-
-    mat-icon {
-      color: #2563eb;
-    }
-  }
-}

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-maturity-terms-step/recurring-deposits-account-maturity-terms-step.component.ts

@@ -1,116 +0,0 @@
-/**
- * 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, Input, OnChanges, SimpleChanges, inject } from '@angular/core';
-import { UntypedFormGroup, UntypedFormBuilder, UntypedFormControl, Validators } from '@angular/forms';
-import { MatCheckbox } from '@angular/material/checkbox';
-import { MatIcon } from '@angular/material/icon';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-
-/**
- * Recurring Deposit Account Maturity Terms Step -- what happens to this account at maturity
- * (Withdraw / Transfer to Savings / Reinvest) and the pre-mature-closure penalty, decided
- * per account rather than silently inherited from the product.
- */
-@Component({
-  selector: 'mifosx-recurring-deposits-account-maturity-terms-step',
-  templateUrl: './recurring-deposits-account-maturity-terms-step.component.html',
-  styleUrls: ['./recurring-deposits-account-maturity-terms-step.component.scss'],
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    MatCheckbox,
-    MatIcon
-  ]
-})
-export class RecurringDepositsAccountMaturityTermsStepComponent implements OnChanges {
-  private formBuilder = inject(UntypedFormBuilder);
-
-  @Input() recurringDepositsAccountTemplate: any;
-  @Input() recurringDepositsAccountProductTemplate: any;
-  /** Account already linked elsewhere in the wizard (the Details step's Deposit Account Link) --
-   * pre-fills Transfer to Savings so the officer doesn't have to pick the same account twice. */
-  @Input() linkedSavingsAccountId: number | null = null;
-
-  closureSettingsForm: UntypedFormGroup;
-  maturityInstructionOptions: any[] = [];
-  savingsAccountsData: any[] = [];
-  preClosurePenalInterestOnTypeData: any[] = [];
-
-  constructor() {
-    this.closureSettingsForm = this.formBuilder.group({
-      maturityInstructionId: [''],
-      preClosurePenalApplicable: [false],
-      preClosurePenalInterest: [
-        '',
-        Validators.min(0)
-      ],
-      preClosurePenalInterestOnTypeId: ['']
-    });
-    this.closureSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
-      // 200 = Transfer to Savings -- Withdraw Deposit (100) needs no target account, and both
-      // Reinvest options (300/400) open a brand-new RD instead, so they ignore this field too.
-      if (value === 200) {
-        this.closureSettingsForm.addControl(
-          'transferToSavingsId',
-          new UntypedFormControl(this.linkedSavingsAccountId ?? '', Validators.required)
-        );
-      } else {
-        this.closureSettingsForm.removeControl('transferToSavingsId');
-      }
-    });
-  }
-
-  ngOnChanges(changes: SimpleChanges) {
-    if (changes.linkedSavingsAccountId) {
-      const control = this.closureSettingsForm.get('transferToSavingsId');
-      if (control && !control.value && this.linkedSavingsAccountId) {
-        control.setValue(this.linkedSavingsAccountId);
-      }
-    }
-    const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
-    if (template) {
-      // Withdraw Deposit (id 100) books the maturity proceeds out of the bank's cash/vault the moment
-      // the account matures, before the customer has actually collected it -- disabled everywhere.
-      this.maturityInstructionOptions = (template.maturityInstructionOptions ?? []).filter(
-        (option: any) => option.id !== 100
-      );
-      this.savingsAccountsData = template.savingsAccounts ?? [];
-      this.preClosurePenalInterestOnTypeData = template.preClosurePenalInterestOnTypeOptions ?? [];
-      if (!this.closureSettingsForm.get('preClosurePenalApplicable').dirty) {
-        this.closureSettingsForm.patchValue({
-          preClosurePenalApplicable: template.preClosurePenalApplicable ?? false,
-          preClosurePenalInterest: template.preClosurePenalInterest ?? '',
-          preClosurePenalInterestOnTypeId: template.preClosurePenalInterestOnType?.id ?? ''
-        });
-      }
-    }
-  }
-
-  /** The linked-savings account for the transfer-to-savings maturity instruction, once picked. */
-  get selectedTransferAccount(): any {
-    const id = this.closureSettingsForm.value.transferToSavingsId;
-    if (!id) return null;
-    return this.savingsAccountsData.find((account: any) => account.id === id) ?? null;
-  }
-
-  clearTransferAccount(): void {
-    this.closureSettingsForm.get('transferToSavingsId')?.setValue('');
-  }
-
-  /** Chosen maturity/closure settings, ready to merge into the submit payload. */
-  get closureSettings() {
-    const settings = this.closureSettingsForm.getRawValue();
-    for (const key in settings) {
-      if (settings[key] === '') {
-        delete settings[key];
-      }
-    }
-    return settings;
-  }
-}

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component.html

@@ -298,16 +298,10 @@
               <span class="preview-value">{{ recurringDepositsAccountProductTemplate.accountType }}</span>
             </div>
           }
-          <!-- Prefer what the details step actually selected (derived from the client's legal form) over
-               the product's default, which is only the starting suggestion. -->
-          @if (
-            recurringDepositAccountData?.customerSegment || recurringDepositsAccountProductTemplate?.customerSegment
-          ) {
+          @if (recurringDepositsAccountProductTemplate?.customerSegment) {
             <div class="preview-field">
               <span class="preview-label">Customer Segment</span>
-              <span class="preview-value">{{
-                recurringDepositAccountData?.customerSegment ?? recurringDepositsAccountProductTemplate.customerSegment
-              }}</span>
+              <span class="preview-value">{{ recurringDepositsAccountProductTemplate.customerSegment }}</span>
             </div>
           }
           @if (recurringDepositsAccountProductTemplate?.productCode) {
@@ -859,41 +853,6 @@
   }
 </div>
 
-<div class="preview-section">
-  <div class="preview-section__header">
-    <i class="fas fa-flag-checkered preview-section__icon"></i>
-    <span class="preview-section__title">Maturity &amp; Pre-mature Closure</span>
-  </div>
-  <div class="preview-body">
-    <div class="preview-grid preview-grid--three">
-      <div class="preview-field">
-        <span class="preview-label">{{ 'labels.inputs.Maturity Instructions' | translate }}</span>
-        <span class="preview-value">{{ closureMaturityInstructionLabel }}</span>
-      </div>
-      @if (closureSettings?.transferToSavingsId) {
-        <div class="preview-field">
-          <span class="preview-label">{{ 'labels.inputs.Transfer to savings account' | translate }}</span>
-          <span class="preview-value">{{ closureTransferToSavingsLabel }}</span>
-        </div>
-      }
-      <div class="preview-field">
-        <span class="preview-label">{{ 'labels.inputs.Apply Penal Interest (less)' | translate }}</span>
-        <span class="preview-value">{{ closureSettings?.preClosurePenalApplicable | yesNo }}</span>
-      </div>
-      @if (closureSettings?.preClosurePenalApplicable) {
-        <div class="preview-field">
-          <span class="preview-label">{{ 'labels.inputs.Penal Interest' | translate }} (%)</span>
-          <span class="preview-value">{{ closureSettings?.preClosurePenalInterest }}%</span>
-        </div>
-        <div class="preview-field">
-          <span class="preview-label">{{ 'labels.inputs.Period' | translate }}</span>
-          <span class="preview-value">{{ closurePenalInterestOnTypeLabel }}</span>
-        </div>
-      }
-    </div>
-  </div>
-</div>
-
 @if (!hideButtons) {
   <div class="layout-row responsive-column align-center gap-2px margin-t">
     <button mat-raised-button matStepperPrevious>

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component.ts

@@ -201,29 +201,7 @@ export class RecurringDepositsAccountPreviewStepComponent implements OnChanges {
   /** Expand Chart Slab Index used in the view */
   expandChartSlabIndex: number;
 
-  /** Maturity/pre-mature-closure choices made in the Terms step -- shown here read-only. */
-  @Input() closureSettings: any = {};
-
-  get closureMaturityInstructionLabel(): string {
-    const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
-    const options = template?.maturityInstructionOptions ?? [];
-    const match = options.find((o: any) => o.id === this.closureSettings?.maturityInstructionId);
-    return match?.value ?? '—';
-  }
-
-  get closureTransferToSavingsLabel(): string {
-    const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
-    const accounts = template?.savingsAccounts ?? [];
-    const match = accounts.find((a: any) => a.id === this.closureSettings?.transferToSavingsId);
-    return match ? `(${match.accountNo}) ${match.savingsProductName}` : '—';
-  }
-
-  get closurePenalInterestOnTypeLabel(): string {
-    const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;
-    const options = template?.preClosurePenalInterestOnTypeOptions ?? [];
-    const match = options.find((o: any) => o.id === this.closureSettings?.preClosurePenalInterestOnTypeId);
-    return match?.value ?? '—';
-  }
+  constructor() {}
 
   ngOnChanges() {
     const template = this.recurringDepositsAccountProductTemplate || this.recurringDepositsAccountTemplate;

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-settings-step/recurring-deposits-account-settings-step.component.ts

@@ -17,7 +17,6 @@ import {
 } from '@angular/forms';
 import { SettingsService } from 'app/settings/settings.service';
 import { Currency } from 'app/shared/models/general.model';
-import { OptionData } from 'app/shared/models/option-data.model';
 import { MatCheckbox } from '@angular/material/checkbox';
 import { InputAmountComponent } from '../../../../shared/input-amount/input-amount.component';
 import { MatDivider } from '@angular/material/divider';
@@ -62,10 +61,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
   periodFrequencyTypeData: any[] = [];
   /** Preclosure Penal Interest Type on Data */
   preClosurePenalInterestOnTypeData: any[] = [];
-  /** Options for what happens to the account at maturity */
-  maturityInstructionOptions: OptionData[];
-  /** Savings accounts eligible as a maturity-proceeds transfer target */
-  savingsAccountsData: any;
   /** Tax Group */
   taxGroup: any;
   currency: Currency | null = null;
@@ -96,7 +91,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
           : '',
         maturityInstructions: recurringDepositsAccount.maturityInstructions ?? false,
         creditMaturityProceeds: recurringDepositsAccount.creditMaturityProceeds ?? false,
-        maturityInstructionId: recurringDepositsAccount.maturityInstructionId ?? '',
         penaltyGracePeriodMissedInstallments: recurringDepositsAccount.penaltyGracePeriodMissedInstallments ?? false,
         panelRequestApplicable: recurringDepositsAccount.panelRequestApplicable ?? false,
         noPenaltyNomineeHeirClosure: recurringDepositsAccount.noPenaltyNomineeHeirClosure ?? false,
@@ -188,7 +182,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
       lockinPeriodFrequencyType: [''],
       maturityInstructions: [false],
       creditMaturityProceeds: [false],
-      maturityInstructionId: [''],
       penaltyGracePeriodMissedInstallments: [false],
       panelRequestApplicable: [false],
       noPenaltyNomineeHeirClosure: [false],
@@ -224,8 +217,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
     this.lockinPeriodFrequencyTypeData = recurringDepositsAccount.lockinPeriodFrequencyTypeOptions;
     this.periodFrequencyTypeData = recurringDepositsAccount.periodFrequencyTypeOptions;
     this.preClosurePenalInterestOnTypeData = recurringDepositsAccount.preClosurePenalInterestOnTypeOptions;
-    this.maturityInstructionOptions = recurringDepositsAccount.maturityInstructionOptions;
-    this.savingsAccountsData = recurringDepositsAccount.savingsAccounts;
   }
 
   buildDependencies() {
@@ -242,16 +233,6 @@ export class RecurringDepositsAccountSettingsStepComponent implements OnInit, On
           this.recurringDepositAccountSettingsForm.addControl('recurringFrequencyType', new UntypedFormControl(''));
         }
       });
-    this.recurringDepositAccountSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
-      if (value > 100) {
-        this.recurringDepositAccountSettingsForm.addControl(
-          'transferToSavingsId',
-          new UntypedFormControl('', Validators.required)
-        );
-      } else {
-        this.recurringDepositAccountSettingsForm.removeControl('transferToSavingsId');
-      }
-    });
   }
 
   get recurringDepositAccountSettings() {

src/app/deposits/recurring-deposits/recurring-deposits-account-view/recurring-deposits-account-view.component.html

@@ -87,19 +87,6 @@
 
     <!-- Action menu (kebab) -->
     <div class="rd-hero__actions">
-      @if (
-        !recurringDepositsAccountData.status.rejected &&
-        !recurringDepositsAccountData.status.submittedAndPendingApproval
-      ) {
-        <button
-          mat-icon-button
-          matTooltip="Print Certificate"
-          (click)="printCertificate()"
-          aria-label="Print certificate"
-        >
-          <fa-icon icon="print"></fa-icon>
-        </button>
-      }
       <button mat-icon-button [matMenuTriggerFor]="accountMenu" aria-label="Account actions" yPosition="below">
         <fa-icon icon="ellipsis-v"></fa-icon>
       </button>

src/app/deposits/recurring-deposits/recurring-deposits-account-view/recurring-deposits-account-view.component.ts

@@ -22,7 +22,6 @@ import { RecurringDepositsButtonsConfiguration } from './recurring-deposits-butt
 import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
 import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
 import { RecurringDepositConfirmationDialogComponent } from './custom-dialogs/recurring-deposit-confirmation-dialog/recurring-deposit-confirmation-dialog.component';
-import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
 import { Currency } from 'app/shared/models/general.model';
 import { TranslateService } from '@ngx-translate/core';
 import { AccountsService } from 'app/accounts/accounts.service';
@@ -427,20 +426,6 @@ export class RecurringDepositsAccountViewComponent implements OnInit {
     });
   }
 
-  /**
-   * Opens a printable deposit certificate for this account.
-   */
-  printCertificate() {
-    this.dialog.open(DepositCertificateDialogComponent, {
-      width: '900px',
-      data: {
-        accountType: 'RD',
-        accountData: this.recurringDepositsAccountData,
-        clientId: this.recurringDepositsAccountData.clientId
-      }
-    });
-  }
-
   /**
    * Disables withhold tax for recurring deposits account
    * Recurring deposits endpoint is not supported so using Savings endpoint.

src/app/keyboards-shortcut-config.ts

@@ -31,7 +31,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: false,
         key: 'n',
-        route: 'navigation'
+        route: 'navigation',
+        id: 'navigation_page'
       },
       // Run Report - ctrl + t
       {
@@ -50,17 +51,9 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: false,
         key: 'i',
-        route: 'checker-inbox-and-tasks/checker-inbox'
+        route: 'checker-inbox-and-tasks/checker-inbox',
+        id: 'checker_inbox'
       },
-      // Collection Sheet- ctrl + alt + o
-      // {
-      // title: 'Collection Sheet',
-      // ctrlKey: true,
-      // shiftKey: false,
-      // altKey: true,
-      // key: 'o',
-      // route: ''
-      // },
       // Create Client - ctrl + c
       {
         title: 'Create Client',
@@ -68,7 +61,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: true,
         key: 'c',
-        route: 'clients/create'
+        route: 'clients/create',
+        id: 'create_client'
       },
       // Create Group - ctrl + g
       {
@@ -77,7 +71,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: false,
         key: 'g',
-        route: 'groups/create'
+        route: 'groups/create',
+        id: 'create_group'
       },
       // Create Center - ctrl + q
       {
@@ -86,7 +81,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: false,
         key: 'q',
-        route: 'centers/create'
+        route: 'centers/create',
+        id: 'create_center'
       },
       // Frequent Posting - ctrl + f
       {
@@ -95,7 +91,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: false,
         key: 'f',
-        route: 'accounting/journal-entries/frequent-postings'
+        route: 'accounting/journal-entries/frequent-postings',
+        id: 'frequent_posting'
       },
       // Closure Entries - ctrl + e
       {
@@ -104,7 +101,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: false,
         key: 'e',
-        route: 'accounting/closing-entries'
+        route: 'accounting/closing-entries',
+        id: 'closure_entries'
       },
       // Journal Entry - ctrl + j
       {
@@ -113,7 +111,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: false,
         key: 'j',
-        route: 'accounting/journal-entries/create'
+        route: 'accounting/journal-entries/create',
+        id: 'journal_entry'
       },
       // Reports - ctrl + r
       {
@@ -122,7 +121,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: false,
         key: 'r',
-        route: 'reports'
+        route: 'reports',
+        id: 'reports_page'
       },
       // Accounting - ctrl + a
       {
@@ -131,7 +131,8 @@ export class KeyboardShortcutsConfiguration {
         shiftKey: false,
         altKey: true,
         key: 'a',
-        route: 'accounting'
+        route: 'accounting',
+        id: 'accounting_page'
       },
       // Save/Submit Forms - ctrl + s
       {

src/app/pipes/date-format.pipe.ts

@@ -59,6 +59,10 @@ export class DateFormatPipe implements PipeTransform, OnDestroy {
     if (Array.isArray(value)) {
       // Backend sometimes returns [yyyy, MM, dd]
       dateVal = moment(value.join('-'), 'YYYY-MM-DD');
+    } else if (typeof value === 'number' && value < 1e12) {
+      // Unix timestamp in seconds (e.g. /makercheckers madeOnDate).
+      // moment(seconds) would treat it as milliseconds → 1970; use moment.unix() instead.
+      dateVal = moment.unix(value);
     } else {
       dateVal = moment(value);
     }